Special Series

CUCCHIARO: POWERFUL INVESTMENT MIX

August 5, 2016

3EDGE Asset Management’s Founder, Stephen Cucchiaro explains how he combines mathematics, technology, behavioral finance and game theory to obtain above average investment results.
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PETRIE: THE ENERGY REVOLUTION

June 20, 2014

Are we really in the midst of an energy revolution? Could the U.S become energy independent? What are the repercussions for the economy, investors and even national security? Financial Thought Leader and energy guru Tom Petrie uses his 40 years of experience as an energy analyst, investment banker and strategist to provide answers in this WEALTHTRACK exclusive. Continue Reading »

STEVEN ROMICK: CONTRARIAN CASH

May 23, 2014

Great Investor, Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year has built up one of the largest cash hordes of his career in his FPA Crescent Fund. This noted contrarian says even with his broad investment mandate of investing in any asset class, in any market the bargains are few and far between. He discusses the opportunities he is finding in farmland, real estate loans and some selective stocks. Continue Reading »

CHRIS DAVIS: IT’S ALL IN THE FAMILY

May 9, 2014

Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion. Continue Reading »

ANDREW LO: FINANCIAL INNOVATION

May 2, 2014

Why do investors make stupid mistakes? Why do individuals consistently underperform the very funds they invest in? Are there strategies investors can follow to avoid self-destructive behavior? Those are some of the weighty questions Financial Thought Leader Andrew Lo is trying to answer from two vantage points, one as a professor of Finance at MIT and Director of its Laboratory for Financial Engineering, the other as strategist and fund manager at his firm AlphaSimplex Group. This week’s conversation will start with his most recent research project at MIT, titled “Artificial Stupidity”!  Continue Reading »

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