Matt McLennan

MATT MCLENNAN: THE “MIRAGE” RECOVERY

September 27, 2013

Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement. McLennan, whom we have identified as a Next Generation Great Investor, runs the five-star rated First Eagle Global Fund, which he took over from legendary value investor Jean Marie Eveillard five years ago in the midst of the financial crisis. McLennan calls the widely believed “return to normalcy” that we are experiencing a “Keynesian mirage.” Continue Reading »

CONSIDER OWNING SOME SCARCE RESOURCES IN YOUR PORTFOLIO

September 21, 2012

SPDR Gold Shares (GLD)
GLD Chart

GLD data by YCharts

Global Timber & Forestry Index (WOOD)
WOOD Chart

WOOD data by YCharts

Watch this Episode

Matt McLennan: The Collision of Macroeconomic Tectonic Plates

September 21, 2012

Have the financial markets become more stable? Is a sense of equilibrium returning to the global financial system? Several widely followed measures would seem to indicate yes.
Continue Reading »

Back to Top