With the perspective of fifty-plus years as an economist and global portfolio manager, Global Shocks author, Nick Sargen analyzes the financial damage the COVID-19 pandemic has already caused and why he believes it will get worse before it gets better.
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FLOWS INTO ETFS AND LONG TERM RETURNS ON BITCOIN ARE STAGGERING. MATT HOUGAN IS AN EXPERT ON BOTH
Matt Hougan has identified and participated in two revolutionary investment products in his 20 plus year career. He is deeply involved in ETFs and cryptocurrencies and is working hard to bring them together. He updates us on both.
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THIS IS BIGGER THAN THE FINANCIAL CRISIS & IT’S WISE TO RAISE CASH SAYS T- BOND GURU ROBERT KESSLER
In an exclusive interview, U.S. Treasury bond manager Robert Kessler warns this recession will be bigger than the financial crisis and the damage to stock markets will get worse before it gets better. His advice: raise cash sooner rather than later.
CORONAVIRUS & THE MARKETS
The heat is on investors. Global markets are erupting, the coronavirus is spreading and an outlier presidential candidate, this time from the left is gaining steam. Nicholas Bohnsack from top-rated macro research firm, Strategas explains the firm’s long-term optimism about the economy and markets despite its short term caution.
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TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY
Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Alex Umansky has. We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty.
ASSESSING THE ECONOMIC FALLOUT FROM THE RAPIDLY EVOLVING CORONAVIRUS STORY
Although the Coronavirus wasn’t on anyone’s radar screen a few weeks ago, China’s economic challenges were and are addressed by both guests. The virus is now adding to those pressures.