Guests

LANKFORD: PARENTS’ LONG-TERM CARE

February 21, 2020

PARENTS’ LONG-TERM CARE

Over the years many of personal finance journalist Kim Lankford’s readers have told her they never knew about their parents’ long-term care policies.

Watch the related WEALTHTRACK episode.

NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI

February 14, 2020

In the current market cycle dating from 2009 coming out of the great financial crisis:

  • Equities dominated bonds and commodities
  • The U.S. trumped international
  • Growth outpaced value
  • And large U.S. tech companies dominated just about every sector and security

As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars.
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UMANSKY: TRANSFERABLE SKILLS

February 7, 2020

TRANSFERABLE SKILLS

Top growth fund manager Alex Umansky started playing poker as a hobby later in his investment career. Now a tournament level player he says both pursuits require similar skill sets.

Watch the related WEALTHTRACK episode.

THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS

January 24, 2020

Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 -The End of Globalization, he makes his case. And yes, he is talking about 2029!
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MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY

January 17, 2020

As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets.
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