Research Affiliates Founder & Chairman Rob Arnott says there are bubbles galore in the market and a looming geopolitical risk with potentially catastrophic consequences.
WebExtra
FERGUSON: REAL-WORLD EXPERIENCE
A decade ago historian Niall Ferguson launched Greenmantle LLC, a macroeconomic and geopolitical advisory firm that advises top hedge funds and other investment firms on historical analogies to contemporary events to help them make informed investment decisions. He discusses the reasons and benefits of being in the investment business.
GRANTHAM: INDEX PIONEER
Legendary value investor Jeremy Grantham discusses his early, pioneering adoption of index investing and its advantages and disadvantages.
KESSLER: IRREVOCABLY CHANGED
How has the pandemic changed Robert Kessler’s personal and professional life? His answer is quite different from the responses we have gotten from other WEALTHTRACK guests.
ROSENBERG: PERSEVERANCE UNDER PRESSURE
Influential economist and strategist Dave Rosenberg has had several times in his career, most notably at the height of the tech bubble in 2000 and another leading up to the global financial crisis in 2007, when he was so out of consensus by being bearish that his colleagues and clients pressured him to change his forecasts.
STANEK – OPEN FOR BUSINESS
Mary Ellen Stanek and her team took an unusual route during COVID. They kept their offices open for business. She explains why they made that choice and how it worked out.
