On this week’s broadcast we are revisiting one of our most popular programs of 2013 so far- a conversation with Financial Thought Leader and renowned Yale economist Robert Shiller. You can watch it here.
ROBERT SHILLER: REVISITING A CONVERSATION WITH A MARKET BUBBLES EXPERT
DAVID DARST: THE CYCLICAL AND SECULAR OUTLOOK FOR GOLD
In a web exclusive, Consuelo asks Morgan Stanley’s David Darst whether or not investors are too optimistic in this current run-up of the stock market. In a wide ranging interview, standard Darst fare, Consuelo also questions him about gold and why the bears are still in hibernation.
HARTCH & PRIEST: AWARD WINNING MANAGERS, CONTRASTING STRATEGIES
Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now.
ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”
Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low.
CONSIDER SOME CONTRARIAN INVESTMENTS FOR YOUR PORTFOLIO
WHAT’S REALLY OUT OF FAVOR? Gold: a substitute for cash, universally recognized store of value U.S. Treasury Securities: shorter term treasuries offer haven against market storms. They are liquid and guarantee of principle.
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS