Part 2 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.
RECENT PROGRAMS
A CENTURY OF MUTUAL FUNDS
As mutual funds mark their 100th anniversary do they still work for investors? Answers from Morningstar’s mutual fund maven, Russ Kinnel.
RETHINKING INVESTING
“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.
INFLUENTIAL CONTRARIAN
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.
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.
