Tag: U.S. housing market

ED HYMAN & BILL MILLER – PART 2 – INVESTMENT LEGENDS’ PREDICTIONS FOR 2014 – Transcript 1/17/2014 #1030

February 5, 2014

CONSUELO MACK: This week on WealthTrack, part two of our exclusive interview with two financial champions. After last year’s winning performance, what are they doing for an encore in 2014? Wall Street’s recognized king of economists Ed Hyman joins investment superstar Bill Miller to discuss their game plan next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This week we are continuing our conversation with two Wall Street legends. Ed Hyman, chairman of independent institutional research and money management firm, ISI Group, joins us exclusively every year with his forecasts for the New Year. Ed has been voted the number one economist by institutional investors for an unprecedented 34 years running.

He is joined by another regular WealthTrack guest, who has frequently appeared exclusively with us as well. Great Investor Bill Miller is known for his record setting 15 year winning streak with his former fund, Legg Mason Value Trust, which won him numerous accolades over the years. But what is less well known is his performance with his much smaller Legg Mason Opportunity Trust Fund which he launched in 1999. Opportunity Trust just completed a spectacular two year run, up 67% last year following a 40% gain in 2012, placing it in the number two and number one slot respectively.

Last week we talked with both Miller and Hyman about their exceptional performance last year, Ed as a forecaster and Bill as an investor and what trends they were tracking that determined their forecasts and strategies. This week we are taking a deeper dive into the forces that will shape economic and market behavior this year. I began by asking them each to identify what their analysis is telling them will be the biggest surprise of 2014. Continue Reading »

ED HYMAN & BILL MILLER – PART I – INVESTMENT LEGENDS’ PREDICTIONS FOR 2014 – Transcript 1/10/2014 #1029

January 27, 2014

CONSUELO MACK:  This week on WealthTrack: Two financial champions were firing on all cylinders in 2013. What’s their plan to finish in the winners’ circle again this year? Wall Street’s reigning king of economists Ed Hyman joins investment legend Bill Miller next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What kind of a year will 2014 turn out to be? Which economies will thrive and which will falter? Where will money be made and lost?  We have two financial superstars with us to answer those questions and they will be with us for the next two editions of WealthTrack.

One has been an exclusive television guest here every year since our launch nine years ago. He is Ed Hyman, Chairman of independent institutional research firm, ISI Group. Inc. Ed has been ranked Wall Street’s number one economist by institutional investors for an unprecedented 34 years in a row. Continue Reading »

OPPORTUNITIES IN GLOBAL REAL ESTATE Transcript 8/23/2013 #1009

August 26, 2013

CONSUELO MACK: This week on WealthTrack, a top performing mutual fund manager and award winning financial planner explain why they are building up their global real estate holdings. Third Avenue Real Estate Value Fund’s Jason Wolf and Gerstein Fisher’s Gregg Fisher on the opportunities they are finding in real estate around the world are next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack.  American humorist and social commentator Will Rogers once famously quipped: “Buy land, they aren’t making any more of it.”  Americans have taken that advice to heart since the nation’s founding, expanding and homesteading across a continent.

Continue Reading »

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