Archive for July, 2021

USING HISTORY TO PREDICT THE MARKETS WITH RENOWNED HISTORIAN NIALL FERGUSON

July 16, 2021

Part 1 of 2

If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into the economy. It has been used in relation to the pandemic lockdowns and reopenings, and the record-breaking runs in stock, bonds, real estate, and commodity markets.

Is there no historical precedent for these events? 

Who better to ask than this week’s WEALTHTRACK guest, Niall Ferguson? Ferguson has studied booms, busts, the rise and fall of empires, the power of social networks, and catastrophes of all sorts including plagues and pandemics?    

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FERGUSON: REAL-WORLD EXPERIENCE

July 16, 2021

A decade ago historian Niall Ferguson launched Greenmantle LLC, a macroeconomic and geopolitical advisory firm that advises top hedge funds and other investment firms on historical analogies to contemporary events to help them make informed investment decisions. He discusses the reasons and benefits of being in the investment business.

Watch the related WEALTHTRACK episode.

ESG Investing: “The Race of Our Lives”

July 10, 2021

Part 2 of 2
When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of your ability”, and to “say what you think you should say to everybody”.

He is following through on both commitments. He is saying what he thinks he should say to everybody including us, to our benefit!

In this week’s show, Grantham shares his views on climate change, why he calls it the “Race of Our Lives” and how he is investing to combat it.

WEALTHTRACK #1802 broadcast on 07-09-21

More Info: https://wealthtrack.com/jeremy-grantham-shares-his-views-on-climate-change-why-he-calls-it-the-race-of-our-lives/

JEREMY GRANTHAM SHARES HIS VIEWS ON CLIMATE CHANGE & WHY HE CALLS IT THE RACE OF OUR LIVES

July 9, 2021

Part 2 of 2

When legendary value investor Jeremy Grantham turned 80, he made two resolutions: “to be prepared to write a cheque up to the limits of your ability”, and to “say what you think you should say to everybody.” 

He is following through on both commitments. He is saying what he thinks he should say to everybody, including us, to our benefit! 

Continue Reading »

GRANTHAM: INDEX PIONEER

July 9, 2021

Legendary value investor Jeremy Grantham discusses his early, pioneering adoption of index investing and its advantages and disadvantages.

Watch the related WEALTHTRACK episode.

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