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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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Mega Investment Trends Influencing Markets

January 17, 2020

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

WILBY: OPTIMISTIC FUTURE

January 17, 2020

OPTIMISTIC FUTURE Private investor Bill Wilby has been traveling and reading extensively since 2007 when he retired from managing the Oppenheimer Global Fund, which was ranked the number one global fund during his twelve-year tenure. He highly recommends two recently read books. Watch the related WEALTHTRACK episode.

STICK WITH PUBLICLY TRADED SECURITIES

January 17, 2020

STICK WITH PUBLICLY TRADED SECURITIES Signs of Private Equity Trouble An explosion in the number of private equity firms: 106% increase in PE-backed companies in the decade ending 2017 Net asset value of PE holdings up sevenfold since 2002 Watch the related WEALTHTRACK episode.

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