Part 2 of 2
Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead.
RECENT PROGRAMS
LAMENT OF A BEAR
Part 1 of 2
Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing his bearish outlook.
2025 MAJOR INVESTMENT THEMES
Strategas’ Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025.
FEARS OF A GREAT INVESTOR
Part 1 of 2
Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.
EMBRACING BONDS
Warren Pierson, Co-Chief Investment Officer of Baird Advisors and portfolio manager of the top-rated Baird Aggregate Bond Fund, explains the newfound popularity of bonds.
INTELLIGENT INVESTOR RULES
Part 2 of 2
Jason Zweig, editor of the 75th anniversary edition of The Intelligent Investor, shares Benjamin Graham’s classic rules for successful investing.