It was pure happenstance that renowned financial economist, David Rosenberg, fell into majoring in Economics in college. He is lucky he did, because he is a very good economist!
Guests
RICHARD FREEMAN – A GREAT INVESTOR EXCLUSIVE!
This week’s guest is sticking to his knitting, which is picking stocks that will deliver what he calls “good absolute returns” over time. He is Richard Freeman of ClearBridge Aggressive Growth Fund.
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RICHARD FREEMAN: A COMPETITIVE SPORT
A Competitive Sport ClearBridge Aggressive Growth Fund’s Great Investor, Richie Freeman loves sports and investing, as does his co-portfolio manager Evan Bauman. He explains the link between the two obsessions and how he became a stock fan in the first place. Watch the related WEALTHTRACK Episode.
SPACE FOR REFLECTION
What’s the hardest part of Matthew McLennan’s job as head of Global Value and portfolio manager at First Eagle? Finding time to think. He explains how he does it. [bliptv id=”hsM9g5XfVwA”]
MATT MCLENNAN: THE “MIRAGE” RECOVERY
Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement.
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A BIG JOB CHANGE FOR A GREAT INVESTOR
WEALTHTRACK has identified Kathleen Gaffney as a next generation Great Investor because of her outstanding track record at the Loomis Sayles Bond Fund, alongside legendary co-manager Dan Fuss. Gaffney recently left her old firm to launch a new bond fund at Eaton Vance. I asked her to explain the biggest difference between running a huge fund […]
