HOLD A FAIR AMOUNT OF CASH RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS Watch the related WEALTHTRACK episode.
HOLD A FAIR AMOUNT OF CASH
KESSLER: TREASURY BOND CONTRARIAN
Our guest is taking on the Wall Street consensus. The overwhelming sentiment from economists, analysts and strategists is that the great bond bull market, particularly in U.S. Treasuries, is over. Treasury bonds have been described as extremely overvalued, risky and undesirable. Not so says global bond manager Robert Kessler. He is sticking with his decade long, bullish view on Treasuries and says the Federal Reserve is in “no position to raise interest rates.”
Kessler: Treasury Bond Contrarian
This page is here for technical reasons. Please click here for the episode page.
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS “PATIENT CAPITAL” OUTPERFORMS High “Active Share” Portfolios + Trade Infrequently = 2%+ average annual outperformance Source: “Patient Capital Outperformance” by Martijn Cremers & Ankur Pareek Watch the related WEALTHTRACK episode.
WINTERS: MARKET MANIA?
As investors’ move in droves to passive, low cost index funds, one veteran money manager is sounding the alarm. Wintergreen Fund’s David Winters says index funds are a dangerous market mania, akin to other market bubbles.
WINTERS: MARKET MANIA?
This page is here for technical reasons. Please click here for the episode page.