Paul McCulley

INFLUENTIAL ECONOMIST AND FED WATCHER PAUL MCCULLEY ON FED POLICY, RECESSION PROSPECTS AND THE MARKETS

August 14, 2022

A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor Paul McCulley. McCulley is an adjunct professor at Georgetown Business School and a very much in-demand speaker in financial circles because of his deep understanding of Fed policy, honed at bond giant PIMCO, where for many years he was Senior Partner, author of the influential Global Central Bank Focus and manager of its huge short-term trading desk. In this week’s podcast, McCulley shares his thoughts on where we are in the Fed’s tightening cycle, economy, and markets.

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STAR GROWTH FUND MANAGER ALEX UMANSKY IS DOUBLING DOWN ON SEVERAL OF HIS BIGGEST LOSERS

April 22, 2022

What do you do when your flagship fund goes from the top of its class to close to the bottom in a matter of weeks? From market trouncing to market lagging? That is the challenge facing this week’s guest. 

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A NOTED FED WATCHER SAYS THIS FED HAS THE COURAGE TO DEFEAT INFLATION DESPITE RECESSION RISK

April 15, 2022

We are in a new era of higher inflation and the pressure is on the Fed! Inflation is running at 40-year highs and it’s coming from every angle: food, energy, services, goods, rents, and wages which are all increasing.  

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PRESCIENT ECONOMIST & FED EXPERT PAUL MCCULLEY ON NO RECESSION AHEAD & FED’S TIGHTENING DONE

March 22, 2019

Former PIMCO strategist, portfolio manager, and Chief Economist Paul McCulley warned about the credit bubble years before it burst. What is he watching now?
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MCCULLEY: PRESCIENT THOUGHT LEADER

April 10, 2015

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?   Continue Reading »

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