The massive market reset! Award-winning financial advisor Mark Cortazzo on what this new era of higher interest rates means for your portfolio.
Guests
VETERAN MUNICIPAL BOND MANAGER ROBERT DIMELLA ON THE OPPORTUNITIES IN THE MUNI MARKET AFTER 2022’S BIG SELL-OFF
Muni manager Robert DiMella assesses the state of the municipal bond market after last year’s big sell-off. What are the opportunities and risks in the tax free market now?
GREAT VALUE INVESTOR STEVEN ROMICK DESCRIBES FPA CRESCENT FUND’S CURRENT POSITIONING
Part 1 of 2: In a rare interview, FPA Crescent Fund’s founding portfolio manager, Steven Romick puts the fund’s current positioning into perspective as it celebrates its 30th anniversary.
KINNEL: MOST INSPIRING INVESTOR
In his job overseeing Morningstar’s mutual fund research over the years, Russ Kinnel has met the giants in the industry. One person who stands out as the most inspiring is Vanguard’s founder John “Jack” Bogle.
INVESTING IN AI WITH GOLD RATED BARON OPPORTUNITY FUND’S MICHAEL LIPPERT
Bill Gates calls artificial intelligence a revolutionary technology. High-growth stock manager, Michael Lippert shares how he is investing in it.
LIPPERT: IN THE GAME
Michael Lippert talks about what he loves most about his job and its constant intellectual challenges, especially in the new AI age.
