Part 1 of 2 Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry.
INFLUENTIAL STRATEGIST ED YARDENI CRITIQUES ARTIFICIAL INTELLIGENCE, ECONOMISTS & THE BULL MARKET
Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue.
YARDENI: MOVIE TRIFECTA
Movie buff, Ed Yardeni has been reviewing films for clients since the 1990s and always included a review of the movie he and his wife saw over the weekend in his Monday briefings. When I asked him to pick a favorite, he chose a trilogy.
FINANCIAL THOUGHT LEADER JAMES GRANT SHARES FOUR DECADES OF INVESTMENT WISDOM AND INSIGHTS
Part 2 of 2: As Grant’s Interest Rate Observer marks its 40th anniversary, founder and editor James Grant shares his insights on the Fed, markets, and successful investors.
A SURPRISING AI IMPACT AND CHINA’S THREAT ARE ON DAVID GIROUX’S RADAR SCREEN
David Giroux’s research revealed AI’s impact extends beyond company profits, influencing the entire economy with potential changes to inflation and interest rates. Additionally, he identified China’s military aggression as a separate portfolio risk.
BENZ: ONE-WORD RESOLUTION
Christine Benz is not big on New Year’s resolutions, but this year, she changed her mind with a twist. She chose one word.
