A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor, Paul McCulley. He shares his thoughts on where we are in the Fed’s tightening cycle, economy, and markets.
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Paul McCulley
STAR GROWTH FUND MANAGER ALEX UMANSKY IS DOUBLING DOWN ON SEVERAL OF HIS BIGGEST LOSERS
His Baron Global Advantage fund has gone from long-time leader to short-term laggard but Alex Umansky is doubling down on several of his biggest losers in the conviction they will turn into his biggest winners long-term.
A NOTED FED WATCHER SAYS THIS FED HAS THE COURAGE TO DEFEAT INFLATION DESPITE RECESSION RISK
Financial thought leader and noted Fed watcher Paul McCulley says this Fed has the courage to defeat inflation despite recession risk.
PRESCIENT ECONOMIST & FED EXPERT PAUL MCCULLEY ON NO RECESSION AHEAD & FED’S TIGHTENING DONE
Former PIMCO strategist, portfolio manager, and Chief Economist Paul McCulley warned about the credit bubble years before it burst. What is he watching now?
MCCULLEY: PRESCIENT THOUGHT LEADER
Few investors have the prescience of this week’s Financial Thought Leader guest. Long before the 2008/2009 financial crisis he identified the powerful and destructive rise of what he called the “Shadow Banking System”, the unregulated institutions funding the housing and credit bubble. He also coined the phrase “Minsky Moment”, after the economist Hyman Minsky’s theory that financial stability ultimately leads to financial instability, as people and institutions take on more risk. That is exactly what happened.
This week’s WEALTHTRACK guest is legendary bond trader, Federal Reserve watcher and economist, Paul McCulley who spent many years in the top ranks of bond giant PIMCO. What financial forces does he see gathering now?
