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.
POSITIVE 2020 OUTLOOK FOR US ECONOMY SAYS WALL STREET’S #1 ECONOMIST ED HYMAN
Every year at this time we are delighted to welcome Wall Street’s long reigning number one economist, Ed Hyman to share his outlook with us. And we always pair him with a leading portfolio manager with a global investment view. For the fourth year in
a row our choice is First Eagle’s Matthew McLennan.
