Archive for January, 2017

U.S. GROWTH ACCELERATING/U.S. RECESSION YEARS AWAY-EXCLUSIVE OUTLOOK FROM WALL STREET’S #1 ECONOMIST ED HYMAN

January 6, 2017

In an exclusive interview, Ed Hyman, Wall Street’s # 1 ranked economist for a record 36 years describes how much the financial world has changed in the last year. He and top investor, Matthew McLennan describe what it means for the U.S. economy and markets.

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REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIO

January 6, 2017

REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIO

Watch the related WEALTHTRACK episode.

HYMAN & MCLENNAN: VORACIOUS READERS’ FAVORITE BOOKS

January 6, 2017

VORACIOUS READERS’ FAVORITE BOOKS

A key contributor to the professional success of economist Ed Hyman and portfolio manager Matt McLennan is their voracious reading habit. They both have eclectic interests and don’t limit their lists to finance. We asked them to recommend some recent favorites.

ED HYMAN



Shoe Dog: A Memoir by the Creator of Nike
Antifragile: Things That Gain from Disorder (Incerto)

MATTHEW MCLENNAN

Letters from a Stoic (Penguin Classics)

Watch the related WEALTHTRACK episode.

PREMIUM: HYMAN & MCLENNAN – Part 1

January 5, 2017

NEW FINANCIAL WORLD – U.S.

In an exclusive interview, Ed Hyman, Wall Street’s # 1 ranked economist for a record 36 years describes how much the financial world has changed in the last year. He and top investor, Matthew McLennan describe what it means for the U.S. economy and markets.


WEALTHTRACK Episode #1329; Originally Broadcast on January 06, 2017

Explore This Episode

We have compiled additional information and content related to this episode.

ED HYMAN

  • Chairman, Founder,
  • Evercore ISI

MATTHEW MCLENNAN

  • Head of Global Value Team, Portfolio Manager,
  • First Eagle Investment Management
Consuelo MackNewsletter available soon.
Mathews Asia

REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIO

ED HYMAN



Shoe Dog: A Memoir by the Creator of Nike
Antifragile: Things That Gain from Disorder (Incerto)

MATTHEW MCLENNAN

Letters from a Stoic (Penguin Classics)

HYMAN: LEADING SECTOR

BUY FINANCIALS

  • Evercore ISI investment team’s #1 sector pick
  • Not too expensive yet
  • Recommends Financial Select Sector SPDR ETF (XLF)

MCLENNAN: MARKETING SERVICES LEADER

BUY OMNICOM GROUP (OMC)
Offers stable business with high free cash flow yield
ORCL Chart

ORCL data by YCharts

OMC Chart

OMC data by YCharts

Download the transcript included in the WEALTHTRACK PREMIUM subscription here. [pdf]

More information regarding WEALTHTRACK transcripts can be found here

Ed Hyman from the WEALTHTRACK archives:

Matthew McLennan from the WEALTHTRACK archives:

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VORACIOUS READERS’ FAVORITE BOOKS

A key contributor to the professional success of economist Ed Hyman and portfolio manager Matt McLennan is their voracious reading habit. They both have eclectic interests and don’t limit their lists to finance. We asked them to recommend some recent favorites.

ED HYMAN



Shoe Dog: A Memoir by the Creator of Nike
Antifragile: Things That Gain from Disorder (Incerto)

MATTHEW MCLENNAN

Letters from a Stoic (Penguin Classics)

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