David Darst, now Senior Advisor at Morgan Stanley and Independent Financial Consultant has never confined himself to one intellectual or professional pursuit. A true renaissance man, annual attendee of Burning Man, triathlon competitor and prolific author, his recent book Voyager 3: Fifty Four Phases of Feeling, named after two Voyager space probes shares a series of […]
Guests
KAPLAN: BOND ATTITUDE
Jay Kaplan, Portfolio Manager of several funds at small cap pioneer, the Royce Funds has been managing stock portfolios for nearly three decades. He started his career in bonds. He explains why that early training has made a big difference in managing small company stock funds. Watch the related WEALTHTRACK episode.
GARDNER: ENTERTAINING INVESTING
Can investing be a lucrative game? Brothers David and Tom Gardner founded the online investment advisory service, The Motley Fool, in 1993 to help people become better investors while having fun doing it. 20 years later their Stock Advisor growth and value portfolios have beaten the market by a wide margin.
We’ll talk with “Head Fool”, Co-Founder and CEO, Tom Gardner, about their unusual approach and impressive track record.
GARDNER: CONSCIOUS CAPITALISM
Tom Gardner, Co-Founder and CEO of The Motley Fool, believes that conscious capitalism is picking up momentum. We asked him to explain why. Watch the related WEALTHTRACK episode.
GAFFNEY – STARTING EARLY
Great Investor Kathleen Gaffney launched the Eaton Vance Bond Fund in 2013. This year she is involved in launching another more personal venture which she explains. Watch the related WEALTHTRACK episode.
KATHLEEN GAFFNEY – BOND RISKS
Great bond investor Kathleen Gaffney says it’s been the quietest summer bond market in her 20 plus years of managing fixed income funds. Is this the proverbial calm before the storm? Have years of low interest rates lulled investors into another false sense of security? Gaffney, Portfolio Manager of the Eaton Vance Bond Fund, is concerned about risks in the bond world and has adjusted her portfolios accordingly. She’ll explain why she thinks bonds are fraught with risk and why stocks and cash are now a big part of her portfolios.
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