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PREMIUM: CHUCK DE LARDEMELLE

September 19, 2019

GOLDEN PROTECTION

This week’s guest is known for assiduously avoiding market risk. He is a global value manager, Chuck de Lardemelle, a founding partner of International Value Advisers, known as IVA, which he and his partner launched in the depths of the financial crisis in 2008.
De Lardemelle is a co-portfolio manager of their two mutual funds IVA Worldwide and IVA International. Although both funds lag their benchmarks in bull markets they protect in declines and have thus earned Morningstar’s Silver Medalist analyst rating for their “cautious, patient strategy” making them “a valid long-term choice for wary investors.”
IVA describes its strategy as “winning by not losing and looking to assess risk and try to avoid it wherever possible…”

PREMIUM: DOLL – ALTERNATIVES IN CHALLENGING MARKETS

September 11, 2019

ALTERNATIVES IN CHALLENGING MARKETS

One dominant market observation of the last decade has been that we have been experiencing the least believed bull market in history.
As of August of 2018 the market’s advance, in large-cap stocks at least, had indeed become the longest bull market in history.
But the experience of investors has been anything but a straight shot. If you look at indexes outside the largest U.S. company stocks it has been a much more perilous ride with several major corrections along the way.
The Russell 2000, which is used as a proxy for small company stocks is a case in point. It has experienced three major reversals in the last decade.
This week’s guest operates in the sweet spot of the current market, large-company stocks, but he is advising caution to his clients. He is widely followed market strategist and successful investor, Robert Doll, senior portfolio manager and chief equity strategist at Nuveen. Doll is famous for his frequently accurate list of 10 annual predictions forecasting the market, economic, interest rate, and political trends among others
With the economic recovery now the longest on record and slowing, how worried is he about a recession?

PREMIUM: MARY BETH FRANKLIN

August 8, 2019

NEW SOCIAL SECURITY RULES

Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize.

PREMIEUM: MILLER & MILLER

July 31, 2019

NEXT GENERATION INCOME INVESTING

Finding high income at value prices is a team approach with legendary investor Bill Miller and portfolio manager son, Bill Miller IV.

PREMIUM: DIMELLA

July 10, 2019

SEISMIC MUNICIPAL BOND CHANGES

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.

The nearly $4 trillion dollar municipal bond market is attracting record amounts of investor money. Year-to-date more than $40 billion has poured into municipal bond funds, one of the highest inflows on record.

One key factor for muni’s attractiveness is the higher taxes being paid by many individual taxpayers following the tax reform bill, which was passed in 2017 but took effect in 2018.

The combination of higher tax rates and a dearth of income globally are adding to the allure of municipal bonds.

On this week’s show, top muni fund manager Robert DiMella says there are other factors at work as well which are causing a seismic shift in the municipal bond market and a significant change in strategy at his firm.

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