Part 1 of 2: Financial thought leader James Grant on the investment ramifications of the new era of higher interest rates.
Guests
FAIRHOLME FUNDS’ BRUCE BERKOWITZ’ DEEP VALUE, CONTRARIAN APPROACH THAT’S STILL BEATING THE MARKET
In an exclusive interview, legendary portfolio manager Bruce
Berkowitz shares the highs and lows of his deep value, contrarian approach and why
82% of the Fairholme Fund is now invested in one stock.
STAR BOND FUND MANAGER MARY ELLEN STANEK ON THE COMPELLING CASE FOR BONDS, EVEN OVER STOCKS!
Following the worst bond bear market in history and the fastest Fed tightening cycle in 40 years, Baird’s award-winning bond fund manager, Mary Ellen Stanek, says bonds are back and are giving stocks a run for their money.
VETERAN INTERNATIONAL ECONOMIST NICK SARGEN EXPLAINS WHY CHINA’S ECONOMY IS UNRAVELING
The political, demographic and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s economies and markets.
NAVIGATING MEDICARE WHILE CUTTING COSTS WITH GOODCARE.COM’S DR. KATY VOTAVA
Navigating Medicare and avoiding common costly mistakes is the focus of our discussion with Dr. Katy Votava, author of Making the Most of Medicare: a Guide for Baby Boomers, 10th edition.
FPA CRESCENT FUND’S STEVEN ROMICK SHARES 30 YEARS OF INVESTMENT LESSONS
Part 2 of 2: Our rare conversation with Great Investor Steven Romick. Lessons learned from running the gold rated FPA Crescent fund for 30 years, delivering equity-like returns with far less risk.
