HYMAN & KIM: EXCLUSIVE NEW YEAR OUTLOOK, PART TWO
Part II of our exclusive annual outlook with Wall Street’s legendary number one economist, Evercore ISI’s Ed Hyman. This year he is joined by another WEALTHTRACK exclusive, New York Life’s Vice Chairman and Chief Investment Officer, John Kim. They will discuss the striking differences between the U.S. economy since the financial crisis and the slow, uneven rebound in the rest of the world and what they mean for global economies and markets.
WEALTHTRACK Episode #1130; Originally Broadcast on January 16, 2015
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Hyman & Kim: Exclusive New Year Outlook, Part Two
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ED HYMAN
Chairman, Evercore ISI
JOHN KIM
Vice Chairman, New York Life Insurance Company

We had our conversation before today’s Swiss National Bank surprise decision to drop the franc’s cap against the euro, allowing it to appreciate against the Eurozone’s currency, which it did big time. At one point during today’s trading, the Swiss currency rose 41% against the Euro. This is the kind of unforeseen, market shaking event that Hyman and Kim were talking about.
This week, in part two of our TV exclusive with them, we discuss the very different economic path the U.S. is on, one of solid, sustainable recovery vs. the uneven and fragile course experienced by most of the rest of the world.
Can the U.S. go it alone? Will it be dragged down by other weaker economies? What are their views on China, Japan, Europe and other markets? Are there opportunities being created by these global dislocations? We will find out.
If you can’t join us for the show on public television this week, you can always watch it on our website, WealthTrack.com over the weekend. You’ll also find our exclusive online EXTRA interviews with Hyman and Kim there discussing the end of the commodity super cycle and why Kim is adding more alternative investments to portfolios.
Have a great weekend and make the week ahead a profitable and productive one.
Best Regards,
Morningstar Energy Favorite
Vanguard Energy ETF (VDE)
No Bookshelf titles this week.
KIM: LONG TERM OIL PROSPECTS?
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HYMAN: CONSUMER SPENDING
Consider buying retail company stocks
Vanguard Energy ETF (VDE)iShares MSCI Global Energy Producers (FILL)
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HYMAN & KIM: NEW YEAR OUTLOOK 2015, PART ONE
We continue WEALTHTRACK’s annual tradition of discussing the outlook for the economy, business, policy and markets with Evercore ISI’s Chairman, Ed Hyman, Wall Street’s reigning number one economist for an unprecedented 35 years running. Hyman will be joined by another exclusive guest, New York Life’s Vice Chairman and Chief Investment Officer, John Kim who oversees over $500 billion in assets at the life insurer, one of the oldest and largest in the world.
In this first of a two part series, Hyman and Kim will focus on the outlook for the U.S. economy and markets.
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