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PREPARING FOR THE NEXT CORRECTION WHILE PARTICIPATING IN THE BULL MARKET WITH MATTHEW MCCLENNAN

April 2, 2021

With capital preservation a top priority global value investor Matthew McClennan is preparing First Eagle portfolios for the next market correction with hefty gold holdings while participating in the current economic and market boom with economically sensitive stocks.

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McCLENNAN – BIOGRAPHICAL PAGE-TURNERS

April 2, 2021

Matthew McLennan is a voracious reader always studying the past for lessons for the present and future.

Monetary Stimulus Are Vital for Economic Growth & Societal Stability

March 26, 2021

This page is here for technical reasons. Please click here for the episode page.

MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY

March 26, 2021

MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY Laggards of last decade coming to life Value stocks should outperform growth Small-caps should outpace large companies International stocks, particularly in emerging markets should lead domestic Watch the related WEALTHTRACK episode.

McCULLEY – POST PANDEMIC WISH

March 26, 2021

Paul McCulley shares what’s at the top of his post-pandemic wish list.

FINANCIAL THOUGHT LEADER PAUL MCCULLEY SAYS BOTH FISCAL & MONETARY HELICOPTER MONEY ARE ESSENTIAL

March 26, 2021

Before retiring from bond giant PIMCO Paul McCulley was a financial thought leader in macroeconomics, fixed income and Fed policy. He still is. He explains why massive amounts of government and monetary stimulus are vital for economic growth and societal stability.
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Cyclical & Value Stocks Shift is Durable

March 19, 2021

This page is here for technical reasons. Please click here for the episode page.

RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE

March 19, 2021

Leading asset allocation strategist Richard Bernstein explains why the shift in market leadership from stable growth stocks to cyclical value ones is normal and durable, and how to participate.
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