Tom Atteberry is a Portfolio Manager of the flagship FPA New Income fund. Atteberry brings us up to speed on conditions in the bond market, and how they have changed since Covid-19.
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RECENT PROGRAMS
PANDEMIC UNCERTAINTY RISKS AND A RENEWED EMPHASIS ON GOLD AS A LONG TERM SUBSTITUTE FOR CASH
Global value manager Matthew McLennan discusses managing risk through pandemic uncertainty.
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ALL THE REASONS TO BE BULLISH WITH LEGENDARY VALUE INVESTOR BILL MILLER
We are living in extraordinary times. We are calling it the Pandemic Pivot: the changes that have occurred or accelerated because of COVID-19 and the dramatic response to it, from economic shutdown to massive life support.
In part 2 of our in-depth interview with legendary value investor Bill Miller he explains why he remains bullish and where he is finding unusual opportunities created by the pandemic challenge.
A RARE IN-DEPTH INTERVIEW WITH GREAT INVESTOR BILL MILLER ON WHAT THE PANDEMIC HAS CHANGED
Legendary investor Bill Miller on what the pandemic has and has not changed.
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ROSENBERG UPDATE
David Rosenberg is sharing his most recent comprehensive “Breakfast with Dave” newsletter to bring us up-to-date on his latest observations.
THIS IS A BEAR-MARKET RALLY, LIFE HAS CHANGED & “HOMEBODY” INVESTMENTS WILL FLOURISH SAYS ROSENBERG.
This week, in Part 2 of our interview with Rosenberg, he focuses on the markets. He says it is impossible to reconcile one of the highest unemployment rates since the Great Depression with the recent biggest 50-day post bear market rally in the S&P 500’s history and that something has to give. Despite the market’s impressive performance since the March lows, he remains bearish, calling the experience a classic bear market rally. In this week’s interview, we discuss what has led him to this conclusion.
