Tag: Benjamin Graham

LEVERAGE. DERIVATIVES. SHORTING. Transcript 10/18/2013 #1017

November 15, 2013

CONSUELO MACK:   This week on WealthTrack: A financial thought leader and money manager who says you are not totally diversified until the three dirty words of finance are in your portfolio. AQR Capital’s Cliff Asness explains what they are, next on Consuelo Mack WealthTrack. Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. Get a comfortable seat, take out your note pads and be prepared for a graduate level seminar on investing, mostly in layman’s terms, but just in case I am providing some definitions. Our guest this week is a Financial Thought Leader with an academic and

David Winters Transcript 10-05-12 #915

October 5, 2012

WEALTHTRACK Transcript  #915- 10/5/12   CONSUELO MACK:  This week on WEALTHTRACK, five star fund manager David Winters takes on the investment crowd and parries and thrusts his way through the stock bears and inflation deniers. Wintergreen Fund’s Great Investor David Winters is next on Consuelo Mack WEALTHTRACK.   Hello and welcome to this edition of WEALTHTRACK. I’m Consuelo Mack. Central bankers are clearly worried about global growth. From the U.S., to Europe, to Asia, we have seen unprecedented levels of easing in recent weeks. By independent research firm ISI Group’s count, there have been more than 250 stimulative policy initiatives

David Winters:The Optimist Portfolio Manager

October 5, 2012

Central bankers are clearly worried about global growth. From the U.S., to Europe, to Asia, we have seen unprecedented levels of easing in recent weeks. By independent research firm ISI Group’s count, there have been more than 250 stimulative policy initiatives announced over the past 13 months. The firm also points out that we are less than 100 days from the famous fiscal cliff in the U.S., when numerous Bush era tax cuts expire and automatic spending cuts take effect if Congress and the White House can’t reach a budget compromise. If they don’t, estimates are that GDP growth could be reduced by as much as 3.5%, sending the economy into recession. Continue Reading »

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