Guests
RENOWNED HISTORIAN NIALL FERGUSON OUTLINES THE INVESTMENT RISKS WARRANTING PROTECTIVE STRATEGIES
Part 2 of 2
What does history have to teach us about the current geopolitical, economic, and investment environment? A great deal according to renowned historian Niall Ferguson.
His thesis is that applying the lessons of history to contemporary events can result in better investment outcomes.
Continue Reading »USING HISTORY TO PREDICT THE MARKETS WITH RENOWNED HISTORIAN NIALL FERGUSON
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?
Continue Reading »JEREMY GRANTHAM SHARES HIS VIEWS ON CLIMATE CHANGE & WHY HE CALLS IT THE RACE OF OUR LIVES
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 »JEREMY GRANTHAM SHARES HIS MOST COMPELLING EVIDENCE THAT WE ARE IN A BUBBLE OF EPIC PROPORTIONS
Part 1 of 2
We are celebrating the launch of WEALTHTRACK‘s 18th season on public television this week! We feel so fortunate to serve you.
When WEALTHTRACK launched in July of 2005 our mission was to help our audience and ourselves build financial security to last a lifetime through disciplined, long-term, diversified investing. We vowed to seek out the best minds in the financial business to guide us.
This week’s guest is unquestionably one of them.
We’ll be joined by legendary value investor Jeremy Grantham, Co-Founder of the global investment management firm, GMO, Grantham is known for his prescient calls about market extremes and game-changing turning points. I will add that being far out of consensus is never popular.
Continue Reading »INVESTING IN A SPECULATIVE MARKET WITH “THE INTELLIGENT INVESTOR” COLUMNIST JASON ZWEIG
For financial historians and serious market observers, the current era has all the signs of a developing market bubble.
Money is abundant, a wide range of financial assets have risen to record or near-record levels, and enormous amounts of money are flowing into stocks. Private equity funds are flourishing and bonds continue to attract huge sums.
Demand for residential real estate is soaring as are home prices. And despite recent dramatic declines, innovative products such as digital currencies have appreciated at breathtaking speed.
Speculative trading by individual investors has also increased as a new growing community of online traders has emerged as a potent market-moving force.
The combination of all of these forces caused me to reach out to this week’s WEALTHTRACK guest.
Continue Reading »
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