In an exclusive interview, veteran contrarian investor Charlie Dreifus explains why he is not worried about recent stock market turbulence and where he is still finding high quality bargains.
RECENT PROGRAMS
GRANT: MARKET DANGERS
Are dangerous cracks already appearing in the foundations of the world’s bond markets? In a rare interview, financial historian and bond market analyst James Grant, publisher of Grant’s Interest Rate Observer warns of the building investment fault lines.
FRANKLIN: RETIREMENT ESSENTIALS
Retirement essentials with award winning personal finance journalist and Social Security expert Mary Beth Franklin. Why you need a new balancing act for a secure retirement.
SINGER: MACRO MATTERS
Why are events in Greece and China so important to investors? In a rare interview, top performing, five-star rated Portfolio Manager, Brian Singer of the William Blair Macro Allocation Fund explains why macro matters.
MAXIMIZING MEDICARE, PLUS WOMEN INVESTORS
It’s the final week of the summer fund-raising drive on Public Television, so we are revisiting some of our most popular programs. An estimated 95% of seniors pay too much for Medicare. Healthcare expert Katy Votava, president of Goodcare.com and author of “Making the Most of Medicare” explains what you need to know to maximize those benefits and avoid overpaying.
New this week, Here’s a thought provoking finding: during the financial crisis and the post-crisis years, hedge funds run by women have significantly outperformed the broader market of hedge funds, the vast majority of which are run by men. This is one of the many fascinating facts found in a report “Addressing Gender Folklore” from the State Street Center of Applied Research.
SMEAD: A CONTRARIAN ON CHINA – PLUS, POWERFUL CENTRAL BANKERS
The summer fund raising season for Public Television continues this week so we are revisiting some shows that provide a different perspective and a greater understanding of trends affecting our financial lives. Who better than a student of central bank history? Liaquat Ahamed, the Pulitzer Prize winning author of Lords of Finance, discusses the differences and similarities between central bank policies today and those leading up to the Great Depression.
New this week, more on China! Last week, we shared a long-term bullish view on China from veteran China-hand, Andy Rothman of Matthews Asia funds. This week, an opposing view – some research from contrarian value investor, Bill Smead.
