RECENT PROGRAMS
EXCLUSIVE WITH ROBERT KESSLER ON WHY 100 YEARS OF STOCK MARKET HISTORY ARE SIGNALING DANGER
How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now.
This week’s WEALTHTRACK guest is looking beyond the current rebound and focusing on what he sees as massive problems which will act as drags on recovery.
Continue Reading »WHY DAVID ROSENBERG IS CONVINCED THAT THE BULLISH CONSENSUS ABOUT THE ECONOMY AND MARKETS IS WRONG
The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forecasts are for 10% GDP growth in the second quarter, 7.5% in the 3rd, and 5% in the fourth.
As for inflation expectations, they are up. Again the consensus is that the combination of a rapidly rebounding economy, supply shortages and tight labor market will lead to a sustained rise in prices.
Continue Reading »NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK
Times they are a-changin’…
With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto.
All of these developments are creating new opportunities and challenges for bond investors. Bond prices fall when interest rates rise and vice versa. After a 40-year bull market in bonds, with interest rates declining to record lows, has the bottom finally been reached after many false starts? How real is this uptick in rates and what does it mean for bond investors?
GREAT INVESTOR STEVEN ROMICK LOADED UP ON UNLOVED STOCKS DURING 2020 SELL-OFF. WHAT’S HIS PLAN NOW?
“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.
Continue Reading »David Swensen
I was saddened to learn about the passing of David Swensen recently. The legendary, long-time manager of the Yale Endowment revolutionized the way endowments and other institutions invest, de-emphasizing stocks and bonds and redirecting funds to long-horizon alternative investments such as hedge funds, private equity, and tangible assets. He cared deeply about helping individuals invest successfully as well. We were honored to have him as a WEALTHTRACK exclusive for two episodes several years ago.
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