Michael Lippert talks about what he loves most about his job and its constant intellectual challenges, especially in the new AI age.
Guests
CHUCK ROYCE SHARES 50 YEARS OF INVESTMENT WISDOM ON HIS SMALL-CAP OUTPERFORMANCE
In a WEALTHTRACK exclusive, Chuck Royce discusses why his flagship, Pennsylvania Mutual Fund, has outperformed its benchmark for over half a century and why small-caps are laying the foundation for an extended cycle of above-average returns.
JEREMY GRANTHAM’S VIEWS ON CLIMATE CHANGE, BURSTING MARKET BUBBLES AND ARTIFICIAL INTELLIGENCE
A rare interview with Jeremy Grantham, known for his ability to spot market turns and trends and his outspoken advocacy of climate change investments.
RECESSION EVIDENCE IS BUILDING, TIME TO GET DEFENSIVE, SAYS INFLUENTIAL ECONOMIST DAVE ROSENBERG
Recessions & financial crises go hand in hand after Federal Reserve tightening cycles. Outspoken economist Dave Rosenberg sees evidence of both and advises defensive investments.
YARDENI: PH.D. ENTERTAINMENT
Ed Yardeni’s voluminous, data-driven, daily research has always been geared to institutional investors, but recently he introduced “Quick Takes” for individuals.
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.