Part I of our annual, exclusive interview with Evercore ISI’s legendary economist, Ed Hyman and BlackRock Global Allocation Fund’s Dennis Stattman on the state of the U.S. economy and markets.
Guests
BERNSTEIN : BULL MARKET BELIEVER
After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week’s guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run.
SMEAD: HIGH PERFORMANCE FORMULA
Smead Value Investor fund’s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance.
WATCH NOW…
SMEAD: INVESTMENT ROLE MODEL
Top performing large cap fund manager, William Smead owns a concentrated portfolio of high quality stocks which he hardly ever trades in his five star rated Smead Value Investor Fund. One of his top five holdings is Berkshire Hathaway Class B stock and not surprisingly he says Warren Buffett is his role model. Watch the […]
ROTHMAN: CHINA DEBT
CHINA DEBT One of the indicators China bears cite in their glum assessment of China’s economy is the country’s debt levels. According to a report by global consulting firm McKinsey, China’s debt to GDP has increased nearly four-fold since 2007. At nearly 282% of GDP it now exceeds U.S. levels. Matthews Asia Investment Strategist, Andy […]
ZWEIG: DEMYSTIFYING WALL STREET
Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, “The Intelligent Investor” columnist at The Wall Street Journal and author. His latest book, The Devil’s Financial Dictionary provides an entertaining, informative and insightful look into Wall Street’s true nature.
