Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low.
Season 09
ROBERT SHEARER: SEARCHING FOR GOOD DIVIDEND STOCKS
Why not all dividends are created equal. Robert Shearer, lead portfolio manager for BlackRock’s Equity Dividend Fund explains why some dividends are better than others and where he is finding the best in growth and income.
CHARLES ELLIS: BUILD A TOP PERFORMING BUSINESS CULTURE THAT LASTS
An exclusive interview with Financial Thought Leader Charles Ellis about “what it takes” to be the best in the business. Ellis shares fifty years of wisdom learned from advising firms and governments on where to invest.
CHARLES ROYCE
An exclusive interview with small-company stock pioneer Charles “Chuck” Royce. The Royce Fund’s Great Investor shares his forty years of lessons learned in the markets, what’s changed and what still works for long-term investment success.
Ben Inker: The Next Generation of Financial Gurus
A rare interview with next generation Financial Thought Leader Ben Inker, co-head of GMO’s asset allocation team. Inker explains why he is increasing GMO’s cash levels and treading very carefully in both the stock and bond markets.
Ken Heebner: Bullish on Banking
Legendary portfolio manager Ken Heebner is known for his big bets and rapid trading at the CGM funds . This week he describes his contrarian views on the U.S. economy and stocks, particularly housing and banking, and why he thinks bonds are so dangerous.
