Influential and outspoken economist and strategist Dave Rosenberg explains why he is as convinced now as he was going into the tech bubble and global financial crisis that the bullish consensus is wrong.
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Guests
NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK
One of Barron’s 100 most influential women in U.S. Finance, Mary Ellen Stanek, Chief Investment Officer of Baird Advisors and President of Baird Funds, discusses the rapidly changing conditions in the bond markets.
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GREAT INVESTOR STEVEN ROMICK LOADED UP ON UNLOVED STOCKS DURING 2020 SELL-OFF. WHAT’S HIS PLAN NOW?
FPA Crescent’s founder and portfolio manager, Steven Romick has an impressive track record of delivering equity-like returns with less than stock market risk with his contrarian investment approach. You’ll never guess what he is buying now.
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BITCOIN IS ONE OF MANY BUBBLES OF HISTORIC PROPORTIONS TODAY SAYS FINANCIAL HISTORIAN JAMES GRANT
Interest rates, the central pricing mechanism for financial markets have been pushed to artificially low levels by The Fed and other central banks says financial historian and long-time market observer James Grant. That interest rate suppression has created numerous market bubbles. He cites Bitcoin as one of the most extreme examples.
PORTFOLIO DIVERSIFICATION’S FAILURE TO PROTECT IN BEAR MARKETS CALLS FOR A NEW STRATEGY
Part 1 of 2
Portfolio diversification has not offered much protection in recent bear markets which is why T. Rowe Price’s Sébastien Page says going beyond diversification is key to investment success.
ROYCE SPECIAL EQUITY FUND’S LEGENDARY CHARLIE DREIFUS EXPLAINS HIS “WINNING BY LOSING LESS” STRATEGY
Legendary investor Charlie Dreifus’ half a century of deep-dive accounting work has helped him build focused portfolios that beat the market over multi-year periods by losing less.
