PREMIUM: McLENNAN & HYMAN – PART 1

EXCLUSIVE 2019 U.S. OUTLOOK

Part I of our exclusive annual U.S. outlook from Wall Street’s long reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan.

WEALTHTRACK Episode #1526; Originally Broadcast on December 14, 2018

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ED HYMAN

• Founder, Chairman, Head of Economic Research,
• Evercore ISI

MATTHEW MCCLENNAN

• Head of Global Value Team, Portfolio Manager,
• First Eagle Investment Management

Newsletter available soon.

KEEP SOME BONDS IN YOUR PORTFOLIO

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MCLENNAN: GOOD AS GOLD

Own resilient companies that preserve purchasing power
• Exxon Mobil Corporation (XOM)
• Weyerhaeuser Co (WY)
• Oracle Corporation (ORCL)
• Colgate-Palmolive Company (CL)

HYMAN: NEW ECONOMY BUSINESS

• Salesforce.com, Inc (CRM) NYSE
• Price: $140.09 on 12/12/18
• 52-week range: $101.32 – $161.19

• Exxon Mobil Corporation (XOM)
• Oracle Corporation (ORCL)
• Colgate-Palmolive Company (CL)
• Salesforce.com, Inc. (CRM)

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Ed Hyman, Matthrew McLennan and other guests from the WEALTHTRACK archives:

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HYMAN: ANSWERS TO THE BIG QUESTIONS

After 38 years and counting as Wall Street’s number one economist, Ed Hyman is still looking for answers to the big questions. He recommends a book by the world-renowned, visionary physicist, Stephen Hawking that tackles them.

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MCLENNAN: THOUGHT- PROVOKING FINANCE

What really happened in the 2008 financial crisis? How did former Fed Chairman Paul Volcker withstand the onslaught of criticism over his recession-inducing monetary policy? Global portfolio manager, Matthew McLennan found some answers in two recently read books.