Archive for September, 2022

BUYING INTO FEAR: A FINANCIAL THOUGHT LEADER & FUND PIONEER EXPLAINS HIS CHEAP DIVERSIFIERS STRATEGY

September 30, 2022

Volatility is the name of this market’s game. The Dow and S&P 500 both entered bear markets this week, although they both put up a brief fight with a robust rally on Wednesday. Yields on U.S. Treasury securities also bounced around. 

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RUSSO: CHURCHILLIAN INSPIRATION

September 23, 2022

Global value investor Tom Russo explains how a visit to Churchill’s war rooms in London inspired him to get involved in the Winston Churchill Foundation of the United States. Founded in 1959 with Churchill’s approval, the foundation provides scholarships to American students for advanced research studies at Churchill College, Cambridge.

Watch the related WEALTHTRACK episode.

WARREN BUFFETT’S ENDURING INFLUENCE IS EXPLAINED BY SUCCESSFUL GLOBAL VALUE INVESTOR TOM RUSSO

September 23, 2022

Part 2 of 2

This week’s guest is a longtime holder of Berkshire stock and has been an avid student of Buffett’s style of value investing since meeting the legendary investor at Stanford Business School in the early 1980s. He is Tom Russo, managing member of the investment advisory firm Gardner Russo & Quinn, where he oversees the Semper Vic Partners Funds, which he launched in 1983 after hearing Buffett address his class at Stanford.  

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GRANT: DRAMATIC FRIENDSHIPS

September 16, 2022

Award-winning financial historian James Grant is now working on his tenth book, immersing himself in monumental events of the 18th century, seen through the eyes of three key players who were also close friends.

Watch the related WEALTHTRACK episode.

INFLATION’S DAMAGE: FINANCIAL CONSEQUENCES & INVESTMENT STRATEGIES WITH HISTORIAN JAMES GRANT

September 16, 2022

How times have changed. It wasn’t many months ago that the entire financial world was singing the praises of inflation. The greatest fear among Wall Streeters and other financial lights was lower prices that might actually decline more and turn into that monster known as deflation. The thought conjured up nightmarish scenes of bread lines and bank runs. 

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