Tag: Ben Bernanke

SEISMIC INVESTMENT SHIFT Transcript 10/11/2013 #1016

November 1, 2013

CONSUELO MACK: This week on WealthTrack, with the power of the Federal Reserve behind it, Gluskin Sheff’s influential economist, David Rosenberg predicts inflation is coming. What his big call means for investors is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What has been one of the defining financial trends of the last three decades? We have covered it numerous times on WealthTrack, and no it’s not government shutdowns, although there have been 18 of them since 1977, including the most recent one. And it’s not the looming October 17th deadline for the federal debt ceiling limit. Congress has raised the debt limit 15 times in the last decade alone.  Probably the most significant economic development of the last 30 years has been the submission of inflation and the concomitant decline in interest rates.

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BOND BETS Transcript 9/20/2013 #1013

September 27, 2013

CONSUELO MACK: This week on WealthTrack- with investors cascading out of bonds, is this the right time to launch a new bond fund?  Top rated manager Kathleen Gaffney guides investors to income sources in her new Eaton Vance Bond Fund. Keeping your bond portfolio afloat is next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This has not been a fun time to be a bond investor or a fixed income manager. Investors have been freaking out ever since May when Federal Reserve Chief Ben Bernanke suggested the Fed might start reducing, or tapering its massive $85 billion worth of monthly bond  purchases. It hasn’t done so yet but even a hint of diminished government support for the treasury and mortgage bond markets have sent interest rates higher and bond prices lower.

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IN DEFENSE OF BONDS Transcript 9/06/2013 #1011

September 25, 2013

CONSUELO MACK: This week on WealthTrack, Great Investor Robert Kessler explains why he is standing firm while others stampede out of U.S. Treasury bonds. Riding against the bond selling herd is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. One of the distinguishing characteristics of our Great Investor and Financial Thought Leader guests is their independence of thought and their contrarian investment views. They don’t intentionally set out to go against the herd, but frequently their analysis leads them there.

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Stephen Smith Transcript 6/14/2013 #951

July 17, 2013

CONSUELO MACK: This week on WealthTrack, maverick bond investor Stephen Smith studies countries and currencies around the world to find bonds worth investing in. What’s he collecting now for his top performing Brandywine Global Opportunities Bond Fund? A WealthTrack exclusive with Great Investor Stephen Smith is next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. How worried are you about the bonds in your portfolio? If you have been listening to many of our WealthTrack guests, you are probably very concerned. Several of our recent Great Investor guests have called the bond market extremely dangerous and risky. After a thirty plus year bull market in bonds, they see little upside and plenty of downside potential. Of course they are mostly referring to the U.S. bond market, U.S. treasury securities in particular, which have already seen signs of weakness.   Continue Reading »

Fuss & Bernstein Transcript 7/12/2013 #1003

July 12, 2013

CONSUELO MACK:This week on WealthTrack, as the 30 plus year era of ever lower interest rates winds down, how can investors stay on track? Loomis Sayles legendary bond manager, Dan Fuss and top ranked strategist and portfolio manager Richard Bernstein share their investment itineraries, next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. The investment climate has changed. After falling for decades, interest rates are rising. And as in everything else in this global, electronically connected universe, the shift has been dramatic and rapid. Credit or blame Federal Reserve Chairman Ben Bernanke’s testimony to Congress weeks ago, which Wall Street is still parsing. When will the Fed “taper” its stimulative bond purchasing program? Who knows! Even Bernanke says it’s data dependent, but the markets have been responding ever since with increased volatility.

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