Recessions & financial crises go hand in hand after Federal Reserve tightening cycles. Outspoken economist Dave Rosenberg sees evidence of both and advises defensive investments.
Guests
DOES “DON’T FIGHT THE FED” STILL WORK AS AN INVESTMENT STRATEGY? STRATEGIST ED YARDENI RESPONDS
Part 2 of 2
The Fed’s monetary policy swings from historic easing to near-historic tightening have roiled the financial markets calling into question the soundness of the classic “Don’t fight the Fed” investment strategy. Veteran Fed watcher/strategist Ed Yardeni weighs in.
AN EXCLUSIVE INTERVIEW WITH RETIRED GLOBAL FUND STAR BILL WILBY ON THE PROBLEMS WITH US TREASURIES AND WHY FINANCIALS ARE UNINVESTABLE
In an exclusive interview with great investor Bill Wilby, the retired Oppenheimer Global Fund star discusses what he is doing with his retirement account and his outspoken views on why U.S. Treasuries are no longer the “risk free asset” and why financial stocks are uninvestable.
NAVIGATING TODAY’S INVESTMENT CROSSCURRENTS WITH VETERAN MACRO STRATEGIST ED YARDENI
Part 1 of 2
Tech stocks, cash and gold have all made a comeback. Veteran macro strategist Ed Yardeni sorts through the economic and market evidence to reach some out-of-consensus conclusions.
RETIREMENT BLIND SPOTS AND HOW TO FIX THEM WITH MORNINGSTAR’S PERSONAL FINANCE GURU CHRISTINE BENZ
Part 2 of 2
Morningstar’s Christine Benz identifies possible situations that retirees frequently miss, which can wreak havoc on retirement plans. She identifies six blind spots to look out for and methods to fix them.
WHERE’S THE RECESSION? LEADING ECONOMIST NANCY LAZAR ON THE LEGACY LIQUIDITY STILL FUELING THE ECONOMY
What’s delaying a U.S. recession after one of the fastest, most aggressive series of rate hikes in Federal Reserve history? Top-ranked economist Nancy Lazar explains the legacy of liquidity and how soon it might run out.
