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DON’T CHASE PERFORMANCE

February 7, 2020

DON’T CHASE PERFORMANCE Studies show: Individual investors underperform funds they invest in They buy into funds after periods of exceptional performance (buy high) They sell funds after periods of underperformance (sell low) Watch the related WEALTHTRACK episode.

UMANSKY: TRANSFERABLE SKILLS

February 7, 2020

TRANSFERABLE SKILLS Top growth fund manager Alex Umansky started playing poker as a hobby later in his investment career. Now a tournament level player he says both pursuits require similar skill sets. Watch the related WEALTHTRACK episode.

TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY

February 7, 2020

Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Alex Umansky has. We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty.

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ASSESSING THE ECONOMIC FALLOUT FROM THE RAPIDLY EVOLVING CORONAVIRUS STORY

January 30, 2020

Although the Coronavirus wasn’t on anyone’s radar screen a few weeks ago, China’s economic challenges were and are addressed by both guests. The virus is now adding to those pressures.

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A Game Changer for Market Leadership Creating New Winners and Losers – End of Globalization

January 24, 2020

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

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

January 24, 2020

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS Market leaders of one decade are frequently laggards of next and vice versa 2010s MARKET LEADERS (12/31/2009-12/31/2019) U.S. Stock Market: Large (S&P 500) +256.4% Mid (S&P 400) +230.6% Small (Russell 2000) +205.5% NETFLIX +4000% 2010s MARKET LAGGARDS (12/31/2009-12/31/2019) Emerging Markets (MSCI Emerging Markets Index) +48.3% Brazil […]

BERNSTEIN: INFRASTRUCTURE CRISIS

January 24, 2020

INFRASTRUCTURE CRISIS Richard Bernstein is known for his macro calls and asset allocation skills. He is raising the alarm about the deteriorating state of infrastructure investment in the U.S. and its consequences. Watch the related WEALTHTRACK episode.

THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS

January 24, 2020

Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 – The End of Globalization, he makes his case.
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