Archive for August, 2019

Trade War Impact: The Markets & Economy

August 25, 2019

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TRADE WAR IMPACT: THE MARKETS & ECONOMY

August 25, 2019

NEW:
Volatile U.S trade relations with China are immediately reflected in the financial markets but what about the economic impact? Could they push the U.S. into recession? Leading global economist and strategist Nick Sargen weighs in.

SARGEN: “Number one is don’t add to risk. That’s the simple message. Number two is, is it a good time to d begin to do some reduction of risk in the portfolio? And I think the warning signs are Yes.”

SARGEN: “What I’m concerned with today is that I think there is no solution in sight. We are at a complete standoff. We are playing brinksmanship. And just today, the president makes a statement. I never thought I’d hear that U.S. businesses should stop doing business with China.”

SARGEN: “In my view, the upside for the stock market is limited because if the economy slowing, profits are slowing, they’re not going to be robust as they have been. And then the real risk to the downside. I think the Fed tries to provide support. But if the trade war keeps going the wrong direction, I see the risk is basically a replay of what happened in the fourth quarter of last year.”

Listen to the audio only version here:

NICHOLAS SARGEN

  • Economic Advisor,
  • Fort Washington Investment Advisors

FROM THE WEALTHTRACK BOOKSELF:

China’s Leadership: The Competitive Threat to the U.S

August 25, 2019

This page is here for technical reasons. Please click here for the episode page.

CHINA’S LEADERSHIP: THE COMPETITIVE THREAT TO THE U.S.

August 23, 2019
It’s currently summer pledge season on Public Television, so WEALTHTRACK might not be airing on your local channel. Consequently, we are revisiting some recent interviews with great investors. This week, an exclusive with great value investor and financial thought leader Joel Greenblatt. He is living proof that active management can still work really well. You can watch this episode again here.

NEW THIS WEEK:
China expert Jim McGregor gives us his candid assessment of the competitive threat that China’s leadership poses to the U.S

Listen to the audio only version here:


FROM THE WEALTHTRACK BOOKSELF:

NO ANCIENT WISDOM, NO FOLLOWERS: The Challenges of Chinese Authoritarian Capitalism

Social Security: Specific Benefit Advantages for Different Situations

August 16, 2019

This page is here for technical reasons. Please click here for the episode page.

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