ISI Group, co-founded by Ed Hyman, recognized early on that China would play a significant role in the global economy. As China liberalized its economy and welcomed foreign investment, it became the world’s second largest economy. However, under President Xi Jinping, some of these policies have been scaled back, leading to a change in Hyman’s view of China.
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Guests
LEADING STRATEGIST JASON TRENNERT IS UNCHARACTERISTICALLY BEARISH. HE EXPLAINS WHAT’S CHANGED
Part 1 of 2
Strategas’ Jason Trennert coined the term TINA, “there is no alternative to stocks,” over a decade ago when interest rates were perpetually low. He explains why he has replaced it with TARA, “there are real alternatives to stocks.”
LEGENDARY ECONOMIST ED HYMAN WORRIES ABOUT THE UNINTENDED CONSEQUENCES OF FED’S RAPID TIGHTENING
In a rare interview, Ed Hyman, Wall Street’s number one ranked economist for 42 years says he is worried about the unintended consequences of the Federal Reserve’s rapid tightening policies
SIXTY YEARS OF INVESTMENT WISDOM FROM FINANCIAL LEGEND CHARLES ELLIS
Part 1 of 2
Sixty years of investment wisdom from financial legend Charles Ellis.
THE FINANCIAL MARKETS ARE PERILOUS, WARNS ROBERT KESSLER
Robert Kessler explains why he thinks the markets are so dangerous for investors right now. A long-time critic of Wall Street and its pervasive groupthink, the recently retired bond manager shares his contrarian advice exclusively on WEALTHTRACK.
PORTFOLIO & FINANCIAL PLANNING ADJUSTMENTS FOR RISING INTEREST RATES & INFLATION
Award-winning personal finance reporter and HumbleDollar editor, Jonathan Clements is lowering his expectations for future market returns and rebalancing his portfolio to reflect new financial realities