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Noted Strategist Ed Yardeni on the Resilience of the US Economy & Markets
Season 21 Episode 39
Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happe…
1 year, 6 months ago
Bullish Economist Ed Yardeni Turns Cautious as Trump Tariffs Upend Markets
Season 21 Episode 38
Trump tariffs are upending financial markets, causing influential economist and strategist Ed Yardeni to turn from bullish to cautious.
1 year, 6 months ago
Rethinking Investing
Season 21 Episode 33
“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together i…
1 year, 8 months ago
David Rosenberg Explains Why Inflation & Interest Rates Will Go Lower
Season 21 Episode 32
Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest r…
1 year, 8 months ago
Contrarian Market Economist David Rosenberg on Rethinking His “Bubble” Thesis but Staying Bearish
Season 21 Episode 31
Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing …
1 year, 8 months ago
Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025
Season 21 Episode 31
Strategas’ Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025…
1 year, 8 months ago
David Giroux Shares His Evolution Managing His Five-Star, Gold-Rated Fund
Season 21 Episode 29
Acclaimed portfolio manager David Giroux discusses what he has learned about investing—what works and what doesn’t—while running his five-star, gold-…
1 year, 8 months ago
An Outstanding Global Investor’s Strategy for Investing in a High Risk World
Season 21 Episode 25
First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world.
WEALTHTRACK …
1 year, 9 months ago
Investors Are Flocking to Bonds. Bond Pro Warren Pierson Explains the Lure
Season 21 Episode 24
Warren Pierson, Co-Chief Investment Officer of Baird Advisors and portfolio manager of the top-rated Baird Aggregate Bond Fund, explains the newfound…
1 year, 10 months ago
Superstar investor David Giroux on why stock market valuations are scary
Season 21 Episode 24
Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains…
1 year, 10 months ago