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Recession & Bear Market Risks With Financial Thought Leader Jason Trennert

November 15, 2019

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

RECESSION & BEAR MARKET RISKS WITH FINANCIAL THOUGHT LEADER JASON TRENNERT

November 15, 2019

As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means.

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PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

November 9, 2019

PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM Continuity is important in a firm’s: Leadership Investment philosophy Goals Discipline Watch the related WEALTHTRACK episode.

ARKE & NEFF WEB EXTRA

November 9, 2019

AKRE: INDEPENDENT THINKING Less than a decade ago, Great Investor Chuck Akre moved his offices from the Washington DC area to rural Virginia. The change in location has had the desired effect. NEFF: MIND BROADENING Akre Focus Fund’s co-portfolio manager John Neff is learning to recognize greatness outside of the investment field. Watch the related […]

Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff

November 9, 2019

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

EXTRAORDINARY COMPOUNDING COMPANIES

November 8, 2019

Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff

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Bonds With Social Impact With Five-star Fund Manager Stephen Liberatore

November 2, 2019

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

BONDS WITH SOCIAL IMPACT WITH FIVE-STAR FUND MANAGER STEPHEN LIBERATORE

November 1, 2019

This week’s guest is a leader in the relatively recent field of fixed income ESG investing, as well as the new area of impact investing in public fixed income markets, where bond proceeds are directed to a specific project or goal and the results are measurable. He is Stephen Liberatore, lead portfolio manager at TIAA Investments for responsible investment fixed income mandates that incorporate ESG criteria.

Liberatore will discuss what he looks for as a socially responsible bond investor in a field that has traditionally been dominated by equity investors.
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