Archive for April, 2022

UMANSKY: UKRAINE REFLECTIONS

April 22, 2022

Star growth fund manager Alex Umansky was raised in Russia, but was born in Ukraine and spent summers there with his grandparents. He reflects on the tragedy unfolding there and keeping his personal and professional life on track.

Watch the related WEALTHTRACK episode.

STAR GROWTH FUND MANAGER ALEX UMANSKY IS DOUBLING DOWN ON SEVERAL OF HIS BIGGEST LOSERS

April 22, 2022

What do you do when your flagship fund goes from the top of its class to close to the bottom in a matter of weeks? From market trouncing to market lagging? That is the challenge facing this week’s guest. 

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McCULLEY: GEOPOLITICS MATTER

April 15, 2022

When Paul McCulley was Chief Economist, Fed watcher, and head of the $400 billion short-term trading desk at PIMCO he paid some attention to geopolitics, but he says understanding the state of the world is much more important today. 

Watch the related WEALTHTRACK episode.

A NOTED FED WATCHER SAYS THIS FED HAS THE COURAGE TO DEFEAT INFLATION DESPITE RECESSION RISK

April 15, 2022

We are in a new era of higher inflation and the pressure is on the Fed! Inflation is running at 40-year highs and it’s coming from every angle: food, energy, services, goods, rents, and wages which are all increasing.  

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NEW STRATEGIES FOR A MAJOR MARKET INFLECTION POINT WITH INFLUENTIAL STRATEGIST, SAVITA SUBRAMANIAN

April 8, 2022

The new era of higher inflation and interest rates is already proving to be a challenging one for investors. The first quarter of 2022 was the worst one in two years for the stock market. Inflation reached 40-year highs, and in response, the Federal Reserve raised interest rates for the first time since 2018 and is signaling an aggressive policy of multiple rate hikes in the months ahead.   

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