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In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and considerations for building and protecting your wealth in this changing financial landscape.
"Diversification may not be a free lunch, but maybe more like a 'tasty' lunch."
Fun to listen to. I still don't prefer any of the "glide-path" funds. Too much "cookie cutter" stuff going on there. I'm always trying to watch out for my own Confirmation Bias. Page, this time, emphasizes trusting the "right" Fund Managers who can adroitly play with hedges and shorts. I won't go near that stuff, myself. If David Giroux wants to do it, then it feels much safer and sensible. PRWCX = almost 40% of portfolio, now. Considering RPBAX for my 31-year-old son who works niche-jobs and performs in a band or two. Streaky income in his case.
Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover potential risks and opportunities that lie ahead.
Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind.
… dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach.
We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them.
We speak with Christine Benz, Morningstar’s personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns.
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In a “Tearing Down the Pink Wall” event, three top women in finance, former super star strategist, now business school professor Abby Joseph Cohen, top ranked equity strategist Savita Subramanian and leading business professor Mila Getmansy Sherman share their journeys to making it to the top in finance.
Why leading strategist, Ed Yardeni says this bull market is reminiscent of the 1920s when stock prices soared, the economy was growing and technology was leading the way.
Hopefully, the end of this bull market will not be reminiscent of the Stock Market Crash of 1929! Ed Yardeni states that the economy and consumers are doing well. He believes there are opportunities available in tech, industrials, financials, and energy. Mr. Yardeni's "one investment for a diversified long-term portfolio" is the S&P 1500.
Additionally, Yardeni see a broadening of the market beyond the large tech. He recommends S&P 1500 (so to include the smaller caps). Likely there is “no landing” this year since US economy is moving along well and low employment.
Yardeni is the most bullish comparing to the most that I come across.
Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry.
Kolitch is the fund manager of 5*M* BREFX. Year to year it ranks either as one of the best or as one of the worst in its category.
Thanks @bee. I particularly like Ed Yardeni. Short summary: 1. AI is a mathematical tool. His early adaptation to AI for writing monthly reports have encountered many errors. Cited several cases where AI encountered its limits on reliable usage. 2. Fewer rate cuts than expected due to strong consumer demand and tight labor market. 3 Concerns the worsening geopolitical conflicts across the globe with the adversaries such as Russia, China, etc. Recent rise of autocratic development including those in US are particularly alarming. 4. Still favors US stock market over foreign market, particularly S&P1500 to have exposure of mid and small cap stocks.
As an economist and Fed watch, Yardeni’s assessment is much more reliable compared to other pundits.
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https://youtu.be/Qe181niOHms
If you have missed episodes:
https://wealthtrack.com/
https://wealthtrack.com/abby-joseph-cohen-savita-subramanian-mila-getmansky-sherman-share-powerful-financial-career-advice/
https://soundcloud.com/wealthtrack/the-roaring-2020s
Ed Yardeni states that the economy and consumers are doing well.
He believes there are opportunities available in tech, industrials, financials, and energy.
Mr. Yardeni's "one investment for a diversified long-term portfolio" is the S&P 1500.
Yardeni is the most bullish comparing to the most that I come across.
Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values.
Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue.
1. AI is a mathematical tool. His early adaptation to AI for writing monthly reports have encountered many errors. Cited several cases where AI encountered its limits on reliable usage.
2. Fewer rate cuts than expected due to strong consumer demand and tight labor market.
3 Concerns the worsening geopolitical conflicts across the globe with the adversaries such as Russia, China, etc. Recent rise of autocratic development including those in US are particularly alarming.
4. Still favors US stock market over foreign market, particularly S&P1500 to have exposure of mid and small cap stocks.
As an economist and Fed watch, Yardeni’s assessment is much more reliable compared to other pundits.