RECENT PROGRAMS

Bridgeway Small-Cap Value Fund’s John Montgomery has delivered positive, benchmark-beating returns over the fund’s twenty-plus-year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy.

Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it’s ever been and advises looking overseas for superior values.

As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shares her views on current market conditions and advice for investors.

Global financial thought leader John Lipsky explains how new US tariff policies are upending world trade and affecting the global financial system, economy and growth.

“Global Shocks” author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and financial markets.

Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advice to investors on handling unsettling markets.