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PREMIUM: BOOKSTABER

October 18, 2017

TODAY’S BIGGEST FINANCIAL RISKS

On the 30th anniversary of the 1987 market crash, leading financial risk expert Richard Bookstaber identifies the biggest risks in today’s markets.


WEALTHTRACK Episode #1418; Originally Broadcast on October 20, 2017

Watch the June 29, 2007 episode with Richard Bookstaber:

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RICHARD BOOKSTABER

  • Author,
  • THE END OF THEORY
Consuelo MackNewsletter available soon. Mathews Asia

NEVER FORGET THAT MARKETS ARE RISKY

  • Bucket of liquid, short-term assets:
  • – Cash in savings account
  • – Cash equivalents such as short-term Treasury bills
  • Savings bucket will see you through bear markets without depleting principal retirement account

BOOKSTABER: FOCUS ON INDIA

  • Invest in the capability in India
  • Morningstar recommends:
  • Matthews India Fund (MINDX)
No stock mentions in this episode.
This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Richard Bookstaber from the WEALTHTRACK archives:

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BOOKSTABER: MARKET RISKS

Well before the 2008/2009 financial crisis leading risk expert, Richard Bookstaber warned about the potential dangers of high leverage and complex financial derivatives in his book, A Demon of Our Own Design: Markets, Hedge Funds and the Perils of Financial Innovation. He is now concerned about two new market risks: illiquidity and low volatility and writes about them in his new book, THE END OF THEORY: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction. He explains why its titled THE END OF THEORY.

PREMIUM: BHANSALI & FOSTER

October 11, 2017

INTERNATIONAL VALUES

With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas.

PREMIUM: LANKFORD & BLUNT

October 4, 2017

RETIREMENT SECURITY

Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt.

PREMIUM: MINERD

September 28, 2017

RECESSION DEFENSE

Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star rated bond funds.

PREMIUM: DAVIS & GOEI

September 21, 2017

VALUABLE GROWTH

A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world-class growth at value prices.


WEALTHTRACK Episode #1414; Originally Broadcast on September 22, 2017

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CHRISTOPHER DAVIS

DANTON GOEI

Consuelo MackNewsletter available soon. Mathews Asia

DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT

    LONG-TERM CRITERIA

  • Risk-Adjusted Returns
  • Does the fund cushion you during market declines?
  • Inflation-Adjusted Returns – Does it protect your purchasing power?
  • Consistency of Investment Style & Discipline
  • Diversification of Holdings
  • Attention to Costs

No Bookshelf titles this week.

GOEI: JET ENGINE DOMINANCE

  • Safran SA ADR (SAFRY)
  • Price: $25.21 on 9/20/17
  • 52-week range: $16.45 – $25.69

DAVIS: FOUNDER-RUN BANK

  • Capital One Financial Corp (COF)
  • 
Price: 81.82 on 9/20/17
  • 52-week range: $69.49 – $96.92

Amazon.com Inc (AMZN)

AMZN Chart

AMZN data by YCharts

Alphabet Inc A (GOOGL)

GOOGL Chart

GOOGL data by YCharts

Wells Fargo & Co (WFC)

WFC Chart

WFC data by YCharts

Didi Chuxing (Privately owned)

FedEx Corp (FDX) FDX Chart

FDX data by YCharts



ZTO Express (Cayman) Inc ADR (ZTO) ZTO Chart

ZTO data by YCharts



United Technologies Corp (UTX) UTX Chart

UTX data by YCharts



Safran SA ADR (SAFRY) SAFRY Chart

SAFRY data by YCharts



Alibaba Group Holding Ltd ADR (BABA) BABA Chart

BABA data by YCharts


JD.com Inc ADR (JD) JD Chart

JD data by YCharts

Capital One Financial Corp (COF) COF Chart

COF data by YCharts

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

This is Danton Goei’s first appearance on WEALTHTRACK. Here’s Chirs Davis from the WEALTHTRACK archives:

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DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS

Well over 90% of exchange-traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios. One of the pioneers of this innovative approach is third generation value investor, Chris Davis, head of Davis Advisors the parent company of the Davis Funds. In January of 2017, his firm launched three actively managed ETFs reflecting the firm’s nearly five decades of research and investment expertise. They are Davis Select U.S. Equity ETF, symbol DUSA, Davis Select Financial ETF, symbol DFNL and Davis Select Worldwide ETF, symbol DWLD. We asked Davis and fellow Portfolio Manager Danton Goei why they chose to go the active ETF route.

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