Archive for July, 2014

PREMIUM: JASON TRENNERT

July 30, 2014

There Is No Alternative

How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s WEALTHTRACK guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain.

William Wilby & Nicholas Sargen: Global Dangers

July 28, 2014

BILL WILBY: GEOPOLITICAL RISKS

July 25, 2014

From his early days at West Point, to his work in Military Intelligence in Vietnam and Europe, through the 12 years running his top ranked Oppenheimer Global Fund, Great Investor Bill Wilby has always kept his eyes on geopolitical risks. In my recent interview with him and Fort Washington Investment Advisors’ Nick Sargen I asked Wilby what worries him the most right now.

Watch the related WEALTHTRACK episode.

WILBY & SARGEN: GLOBAL DANGERS

July 25, 2014

How vulnerable are the markets? Despite rising geopolitical conflicts and uncertainty surrounding the Federal Reserve’s exit plan from its unprecedented monetary expansion, U.S. stock and bond markets are trading near record highs. Two veteran global investors, private investor William Wilby, formerly of number one ranked Oppenheimer Global Fund and Fort Washington Investment Advisors’ Chief Economist and Senior Investment Advisor Nicholas Sargen share their perspective and strategies. Continue Reading »