Stephen Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect.
Guests
DAVID DARST: THE CYCLICAL AND SECULAR OUTLOOK FOR GOLD
In a web exclusive, Consuelo asks Morgan Stanley’s David Darst whether or not investors are too optimistic in this current run-up of the stock market. In a wide ranging interview, standard Darst fare, Consuelo also questions him about gold and why the bears are still in hibernation.
HARTCH & PRIEST: AWARD WINNING MANAGERS, CONTRASTING STRATEGIES
Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now.
TWO PROS’ PERSONAL PORTFOLIOS
We ask Tim Hartch and Bill Priest about their personal investments.
ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”
Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low.
PRO’S PERSONAL PORTFOLIO: NATURAL RESOURCES
What do saltwater disposal wells and gold bullion have in common? You’ll find both in the personal portfolio of Tocqueville Fund’s Robert Kleinschmidt- he explains what makes these investments attractive.