Tag: macro matters

MACRO MATTERS Transcript 9/13/2013 #1012

September 25, 2013

CONSUELO MACK: This week on WealthTrack, the big investment picture top rated international economist Nancy Lazar and number one strategist Francois Trahan on why the U.S. is the place to invest and China is in trouble. A WealthTrack exclusive with both is next on Consuelo Mack WealthTrack. Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. If there is one lesson investors have learned from the financial crisis and its aftermath, it is that macro matters. The risk on/risk off market of the financial crisis, where the vast majority of assets moved in lockstep in reaction to a

Michael Mauboussin: Investment Success Which Matters Most? Luck or Skill

December 7, 2012

Luck versus skill in investing! How much does each matter to investment success? Our guest this week, Financial Thought Leader Michael Mauboussin has written a new book on the topic. Titled The Success Equation: Untangling Skill and Luck In Business, Sports and Investing, its conclusions might surprise you. Continue Reading »

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