CATEGORIES

Financial Thought Leaders

• PETRIE: THE ENERGY REVOLUTION
• ANDREW LO: FINANCIAL INNOVATION
• ROBERT SHILLER: NOBEL PRIZE WINNING ECONOMIST
• JAMES GRANT & RICHARD SYLLA: THE GREAT FED DEBATE!
• CLIFF ASNESS: LEVERAGE. DERIVATIVES. SHORTING.

Great Investors

• STEVEN ROMICK: CONTRARIAN CASH
• CHRIS DAVIS: IT’S ALL IN THE FAMILY
• CHARLES DREIFUS – A SMALL CAP INVESTOR THINKS BIG
• ED HYMAN & BILL MILLER – PART II – MORE INVESTMENT LEGENDS’ PREDICTIONS FOR 2014
• ED HYMAN & BILL MILLER – PART I – INVESTMENT LEGENDS’ PREDICTIONS FOR 2014

Impact Investing

• BARBARA KRUMSIEK: CLEAN PROFITS
• Amy O’Brien & Ingrid Dyott: Investing in a Socially Responsible Way
• Mary Jane McQuillen & Bill Paul

Investing Overseas

• NADEL & FOSTER: INVESTORS GO OVERSEAS FOR VALUE

Legends of Investing

• John Bogle

Global Investing

• David Rolley & Rupal Bhansali: The Tug of War Between Stocks and Bonds
• David Winters:The Optimist Portfolio Manager

 

EPISODE TOPICS

 

ACTION POINT

• KEEP SOME BONDS IN YOUR PORTFOLIO
• TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLAN
• READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS
• CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO
• HAVE SOME INVESTMENT EXPOSURE IN CHINA

 

WEB EXTRA

• HYMAN & MCLENNAN: WHAT TO READ
• BENZ: UNMET LONG-TERM NEED
• AMODEO: LEADERSHIP PRINCIPLES
• HEADLEY: NEXT CHAPTER
• GRANT ON BAGEHOT: LASTING INFLUENCE