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What The Pandemic Has & Has Not Changed
Season 17 Episode 7
We are marking the start of this season with the introduction of a new series. What we are calling the “Pandemic Pivot” - the rapid economic, market,…
5 years, 9 months ago
This is a Bear-Market Rally, Life Has Changed & “Homebody” Investments Will Flourish
Season 16 Episode 51
One of the striking financial characteristics of this pandemic stricken world has been the extreme divergence between the sickening economic reality …
5 years, 9 months ago
Why Nothing Will Be Normal
Season 16 Episode 50
In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. This is a p…
5 years, 10 months ago
Financial Impact of Past Pandemics – Important Lessons for Today
Season 16 Episode 49
The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the reco…
5 years, 10 months ago
Influential Economist Paul McCulley on the Lasting Necessity of Record Monetary & Fiscal Stimulus
Season 16 Episode 48
Central banks and governments around the world are pulling out all the stops to replace income lost from COVID-19 shutdowns, including as we have see…
5 years, 10 months ago
Really Cheap Markets and the Pandemic’s Hidden Toll With Financial Thought Leader Rob Arnott
Season 16 Episode 47
Can investing be simple? With the 20/20 vision of hindsight it sure looks that way. Had investors just decided to stay in the U.S., invest in growth…
5 years, 10 months ago
Bad Economy Getting Better but Fears a Damaging 2nd Wave
Season 16 Episode 46
No doubt about it. The stream of economic news is terrible. The pandemic induced shutdown of much of the U.S. economy, Europe and other countries has…
5 years, 11 months ago
Covid-19 Is Changing Economic & Investment Behavior in Profound & Lasting Ways
Season 16 Episode 45
How different will our world be as the nation slowly returns to work on a state by state, city by city, business by business basis?
In part II of our…
5 years, 11 months ago
The Bullish vs. Bearish Cases Mid Shutdown: Investment Strategist Jason Trennert
Season 16 Episode 44
This week’s guest was concerned about high market valuations before the global pandemic hit and was recommending clients raise some cash. It’s a cal…
5 years, 11 months ago
Will the Massive Policy Response Halt the Global Economic Freefall?
Season 16 Episode 43
We are witnessing massive policy responses of historic proportions. The fiscal and monetary reaction to the COVID-19 shut down of economies around th…
5 years, 11 months ago