Podcasts about chief investment strategist

On this episode of On The Tape, Guy Adami and Danny Moses discuss the S&P hovering near 52-week highs despite trouble under the hood (3:00), market structure/concentration (5:00), the Sam Altman/OpenAI shakeup (12:00), Binance users pull over $1 billion from the exchange after CEO leaves, pleads guilty (16:00), the energy space (21:30), and Danny's NFL picks of the week (23:30).  Later, Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the podcast for the first time. They hit her background (31:30), stock market strategists calling tops and bottoms (34:00), Mag7 vs. the rest of the market (38:30), analyst earnings estimates (45:00), valuations (18:15), the rolling recession (53:30), the Fed put (59:00), the energy space (1:01:00), other sectors she is watching (1:03:30), and growth vs. value (1:05:00).  — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

In this week's CIO Weekly Investment Outlook podcast, Dirk Steffen, Chief Investment Strategist and CIO for EMEA, provides his take on the Q3 earnings season, stressing that "in the U.S. we had a reasonable beat on earnings and a small one on revenues" in comparison to Europe where the picture is a bit more mixed. In addition, he emphasises that the economic environment is not favourable for oil in the short term, but there is room for improving demand in 2024 and potentially higher prices.Overall, Dirk says that the key topic is still inflation; however, that may well change at some point in 2024.For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States. Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group. The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2023 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Ed Yardeni, President and Chief Investment Strategist at Yardeni Research joins us today to discuss the re-emergence of the bond vigilantes, a term Ed coined four decades ago. We discuss why bond investors are pushing up long-term bond yields and what are the prospects are for a debt crisis in the US. Ed outlines his view that we may see “rolling recessions” rather than a sharp economic downturn but that he has recently increased his probability of a hard landing. We examine the parallels between the current cycle and the past, particularly the 1990s and discuss whether the recent improvement can be sustained over the medium term and what it mean mean for equity markets. -----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Edward on LinkedIn.Episode TimeStamps: 02:22 - Introduction to Ed Yardini07:07 - Why has the economics profession got it wrong again?11:06 - What should we feel the maximum impact of the tightening?14:43 - Why are we seeing a change in bond yields?19:18 - Are we spiralling into a crisis?25:19 - The outlook for the debt crisis29:08 - Will AI save us?32:22 - Analysing productivity and growth36:05 - Learning from history - what is different this time?41:40 - The baby boom generation -...

Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Bruce Whitfield about some of the lessons that South Africa, our government and the world can learn from the Springboks following their historic win over the All Blacks for a record fourth time and lifting the Webb Ellis trophy back-to-back. Key learnings include having a long-term plan and the right people to implement it; a simple authentic message focused on a few things that people can relate to and unite behind; strong leadership as seen from Siya, Jacques and Rassie; and giving people responsibility, empowering them and holding them accountable to deliver. 

Scott Crowe, President & Chief Investment Strategist at CenterSquare Investment Management shares his insights on how the Fed will read into the market indicators in the upcoming FOMC meetings, slowdown in home sales, as well as opportunities in real estate and data centres. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)See omnystudio.com/listener for privacy information.

BIO: Sam Burns is Chief Investment Strategist at Mill Street Research, an independent investment research firm based near Boston, MA. For 25 years, he has focused on global asset allocation and quantitative stock selection, primarily for institutional investors.STORY: Sam decided to short-sell options that went horribly wrong after the Russian default. Even though he knew how options work in principle and that he could lose money, Sam didn't have a plan for what if some geopolitical event happened, causing the market to fall suddenly. And so he lost a whole lot of money in the trade.LEARNING: Understand what you're really betting on. Every option trade is about volatility. Have a plan for what could go wrong and what you'll do about it before you look at the headline to see what's happening. “There often are hidden drivers of an investment that are not what you think they are.”Sam Burns Guest profileSam Burns is Chief Investment Strategist at Mill Street Research, an independent investment research firm based near Boston, MA. For 25 years now, he has focused on global asset allocation and quantitative stock selection, primarily for institutional investors. After spending many years doing research at firms like Oppenheimer & Co, State Street, Brown Brothers Harriman, and Ned Davis Research, Sam founded Mill Street in 2016 to be able to bring all of his best work together and offer it to clients without any constraints or conflicts.Worst investment everSam had been trading options for a while, mainly from the long side, buying puts and calls, which, at the very least, has a limited risk aspect since you can only lose what you put in. At some point, Sam decided to try short-sell options, which went violently against him.This was in August 1998 when the Russian default set off a chain reaction of problems and Long-Term Capital Management blew up. Even though he knew how options work in principle and that he could lose money, Sam didn't have a plan for what if some geopolitical event happened, causing the market to fall suddenly. And so he lost a whole lot of money in the trade.Lessons learnedEvery option trade is about volatility.Have a plan for what could go wrong and what you'll do about it before you look at the headline to see what's happening.Ensure you're capitalized well enough to handle or ride through ups and downs and drawdowns.Andrew's takeawaysUnderstand what you're really betting on.Actionable adviceMake a point to think through what's behind an investment and understand the other things moving simultaneously that might explain the movement of the asset you're interested in.Sam's recommendationsSam recommends listening to or reading people who are practitioners involved in markets day to day rather than journalists, who, though they do a great job, a lot of them write for a different reason than to make you a better investor.No.1 goal for the next 12 monthsSam's number one goal for the next 12 months is to try and stay on the right side of the macro picture.Parting words “Have a plan.”Sam Burns [spp-transcript] Connect with Sam Burns

Another hour down and we talked to Brian Belski, Chief Investment Strategist and  Managing Director for BMO Capital Markets and got the scoop on the U.S. housing market, the future of the U.S. economy with presidential candidates. Then we chatted with Jason DeRusha on damp newspapers, halloween celebrations as well as briefly discuss the tragic events that took place last night in Maine. 

Brian Belski serves as the Chief Investment Strategist and  Managing Director for BMO Capital Markets, he joins us to talk about the U.S. economy, housing market and the ultimate future of the economy among the potential presidential candidates

James Cakmak, Partner and Technology Analyst at Clockwise Capital, shares his thoughts on earnings results from Alphabet and Microsoft. Bloomberg News International Affairs Columnist Marc Champion discusses Israel's former Prime Minister Ehud Olmert seeing a way forward in the Middle East without Hamas. Bloomberg Businessweek Columnist Max Chafkin provides the details of his Businessweek Newsletter story Wikipedia Stands as the Last Good Website. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

James Cakmak, Partner and Technology Analyst at Clockwise Capital, shares his thoughts on earnings results from Alphabet and Microsoft. Bloomberg News International Affairs Columnist Marc Champion discusses Israel's former Prime Minister Ehud Olmert seeing a way forward in the Middle East without Hamas. Bloomberg Businessweek Columnist Max Chafkin provides the details of his Businessweek Newsletter story Wikipedia Stands as the Last Good Website. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

As Chief Investment Strategist at iCapital, a global alternatives platform, Anastasia Amoroso is responsible for helping the firm's clients understand changes in the macro regime and how capital should be allocated in response. We start our discussion by considering the current state of affairs – of high interest rates, of correlated moves in stock and bond prices and resilient economic growth – and exploring where history is and is not relevant.Here, Anastasia highlights the degree to which both consumers and corporations are far less sensitive to interest rate increases than they were in the pre-GFC era. Higher rates are a concern, but they need not derail the case for risk assets like stocks which have delivered good returns amidst higher rates in the past. For Anastasia, an instructive framework for evaluating opportunity is one that considers valuation, positioning and a catalyst. And in the context of this last factor, she notes favorable earnings revisions which are showing signs of recently bottoming and strong earnings growth, specifically in the tech sector. We spend the bulk of our time on the important topic of diversification and the faltering performance of the traditional 60/40 portfolio. She highlights exposure to global macro hedge funds, a strategy that delivered a 9% return in 2022 as both the stock and bond market lost nearly 20%.We finish the conversation by having Anastasia reflect on the state of female careers in financial services.  She states that the industry has become more inclusive and more representative of women in leadership roles. With this progress noted, she sees a gap in women serving in the middle, between junior and senior roles, potentially the result of the unique demands on females that often include family responsibilities. Ongoing attention to office/life balance and creating a degree of flexibility in work is likely one part of the remedy here.I hope you enjoy this episode of the Alpha Exchange, my conversation with Anastasia Amoroso.

Micheline Ishay, professor at Josef Korbel School of International Studies at University of Denver, joins to discuss the war in Israel, American diplomacy, and regional political discourse and pressure points. Steven Wieting, Chief Investment Strategist at Citi Global Wealth, joins to discuss the market reaction to Jay Powell yesterday and outlook for the economy. Ben Elliott, Equity Research Analyst: Consumer Financials with Bloomberg Intelligence, joins to discuss American Express earnings. Fernando Valle, Senior Analyst at Bloomberg Intelligence, joins to discuss pressures on energy markets amid geopolitical conflict. Phil Mottram, Executive VP and General Manager of Aruba, a Hewlett Packard Enterprise company, joins to discuss the company's investor day and initiatives. Mike Dougherty, President, Motorcycles and International at Polaris, joins to discuss the Indian Motorcycle Brand, acquired by Polaris in 2011, and the new bike Matt drove, the Chief Bobber, and the line of bikes/general business of Indian right now. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, joins John to talk about Fed Chairman Powell’s comments today regarding the battle against inflation, how the market is reacting to Powell’s remarks, and the importance of Tesla to the economy. Segment 2: Bree Fowler, Senior Writer, CNET, joins John to discuss a variety of stories including Netflix […]

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charter holder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

“There's no hope on the [US federal] deficit front,” says Robert Tipp, PGIM's Chief Investment Strategist and head of global bonds on this 200th edition of the Bloomberg Intelligence FICC Focus Podcast. Tipp joins host Ira Jersey, Bloomberg Intelligence's chief US interest rate strategist on this Macro Matters episode to discuss the state of the global rates markets, including Tipp's view on the near term and more secular drivers of Treasury yields and the Federal Reserve's policy. Tipp sees the longer-term bull market in rates coming to an end, and looks for the Fed's policy-rate terminal floor to be at or above 3%. Importantly, he also views deficits as being detrimental to the Treasury market, but sees opportunity for investors to benefit from being in corporate credit as the Fed's hiking cycle ends.  In the Interest Rate Intro segment of the podcast, US interest rate strategy associate Will Hoffman asks Jersey about financial conditions and how tightening feeds into the Fed's near-term interest rate action.

Investors could be pardoned if they have whiplash, but the fact is that interest rates go through paradigm shifts. Indeed, they just migrated from a decade of ultra-low levels back to what may be a sustained period back “home” in their long-term 3-5% range. Just as investors never caught up with the 40-year secular decline in rates, the inverted curve could be with us for some time, leaving a boon for yield-curve strategies. Furthermore, with the vast majority of rate hikes behind us, market volatility is set to fall. A re-emergence of the “search for yield” is likely to follow, providing a tail wind for spread product and further boosting returns. These newly restored higher yields should fuel a continuation of the bull market that began in Q4 2022, one driven not by a rapid drop in yields, but simply driven by yield itself. After all, in bonds, yield is nearly destiny. Learn more in this episode of All the Credit®, featuring Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, and hosted by Tom Porcelli, Chief U.S. Economist, and Mike Collins, CFA, Senior Portfolio Manager, Multi-Sector Strategies. Recorded on September 20, 2023.

Today we're chatting with David Stein, host of the personal finance podcast Money for the Rest of Us.  The show has over 20M downloads and reaches more than 40,000 listeners per episode. Prior to launching his podcast, David advised and managed assets for institutions and financial planners. He was a Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC. David perfected his teaching style as an investment consultant to numerous not-for-profit institutions. His book Money for the Rest of Us: 10 Questions to Master Successful Investing is different from many of the investing books our audience may have read.  It is pivotal in helping “the rest of us” make less emotional and risk conscious decisions when making any investment. It is with great pleasure that we welcome David to Catching Up to FI today. Connect with us! @catchinguptofi buy CUtFI a coffee Resources mentioned on the show:  Money for the Rest of Us Money for the Rest of US: 10 Questions to Master Successful Investing by David Stein Catching Up to FI Episode 025 with Rob Berger assetcamp.com The White Coat Investing   Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

In our latest monthly View From the EDGE, Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, review the output of the 3EDGE global capital model and how it might guide our investment decisions as we enter the final quarter of 2023. The post Markets on Thin Ice – View From the EDGE® October 2023 appeared first on 3EDGE Asset Management.

On the latest episode of The Tony Steuer Podcast, I spoke with Jeffrey Kamys, Principal and Chief Investment Strategist at Inherent Wealth Fund about the importance of finding value. In this episode we discussed:Why we need paradigm shifts.The importance of having a goal list.How anyone can save $1,000,000.Jeffrey Kamys is the Principal and Chief Investment Strategist at Inherent Wealth Fund. Inherent Wealth Fund is the Investment Advisor to the iBET Sports Betting & Gaming ETF, the only actively managed sports betting & gaming ETF.  Jeff is also the creator and owner of Dr. Stats Fantasy Sports (established in 1996).Links: Website: https://www.inherentwealthfund.comLinkedIn: https://www.linkedin.com/in/jeffrey-kamys-19159174/

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charter holder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. 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The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. 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The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. 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The U.S. dollar dominates global trade and brings Americans all kinds of benefits. How did we get here, and are there any lessons in the past from those who lost it? I am James Derrick, Chief Investment Strategist at Smedley Financial Services. Today, my guest, Jordan Hadfield, will help us understand what it means to have the U.S. dollar as the world currency, how we got here, and why it is at risk.

Brian Belski, Chief Investment Strategist with BMO Capital Markets, joins Chad in studio to talk about his interest forecast and much more on the economy.

With Sam Stovall, Chief Investment Strategist at CFRA Research

What's your take on the importance of infrastructure investment and onshoring for supporting the economy?  In this episode, Tim Scannell invites Stephanie Link, Chief Investment Strategist and Head of Investment Solutions for Hightower, to delve into the services provided by Hightower's asset management business, the importance of research and staying informed about global markets, and … Continue reading Exploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113) →

As we do at the beginning of each month, we turn to Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, for the September edition of View From the EDGE®, titled (as you may have guessed) To Hike or Not to Hike? Fritz and Eric review the output of the 3EDGE global capital model and how it might guide our investment decisions as we get close to the end of summer. The post To Hike or Not to Hike? – View From the EDGE® September 2023 appeared first on 3EDGE Asset Management.

Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, joins John to talk about the chances we see a recession, the Fed’s battle to bring down inflation, how the markets have been performing since June, what is going on with the housing market, and Segment 2: Cecilia Cuff, Co-owner, Bronzeville Winery, talks to John about […]

Bloomberg Intelligence Senior Global Banks Analyst Alison Williams reports on both Goldman Sachs and Barclays planning to cut jobs. Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg News Economics Editor Molly Smith talk about the US economy and the US Open. Kenny Estes, CEO at Diffuse Digital 30, shares his insight on how investors can take advantage of opportunities in crypto. And we Drive to the Close with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth. Hosts: Tim Stenovec and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Today's guest is Liz Ann Sonders, the Chief Investment Strategist of Charles Schwab. In today's episode, Liz Ann starts off by sharing some timeless lessons from her mentor, the great Marty Zweig! Then she shares her view of the economy and markets. She touches on earnings estimates, expectations for the Fed, market breadth, and where she sees opportunity going forward. (1:08) - Welcome Liz Ann to the show (1:28) - How Marty Zweig's sentiment indicators had a lasting impact on Liz Ann Sonders' approach (5:26) - Marty Zweig's Investing Rules (5:42) - Reminiscences of a Stock Operator (7:30) - Rukeyser's advice to Liz Ann: Explain finance so non-finance parents understand (10:01) - Understanding rolling recessions: A pandemic-era phenomenon (12:54) - Unprecedented weakness in leading indicators (LEI) hints at potential recession (15:49) - Housing market varies between existing/new and single/multifamily homes (19:27) - Fed's future path unclear (24:39) - Market's unpredictability and rich multiples require earnings growth for justification (39:30) - Emphasizing international diversification, especially in Japan (42:30) - Investors are turning to treasuries for yield (47:11) - Why this year feels like a "wall of worry" market (48:11) - Why the "get in, get out" approach to investing is gambling, not disciplined strategy (51:03) - What investment belief Liz Ann holds that most of her professional peers do not Learn more about Liz Ann: Charles Schwab; Twitter; ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Future Proof, The World's Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Over 3,000 finance professionals and every relevant company in fintech, asset management and wealth management will be there. It's the one event that every wealth management professional must attend! Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

Holding on to hope that mortgage rates could hit four or even three percent again? Unfortunately, that doesn't look likely, at least to Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. While Liz spends most of her waking hours thinking about the stock market, she always has her finger on the overall economic pulse. Whether it be bond yields, mortgage rates, economic cycles, or banking crises, Liz Ann needs to know market moves in order to manage Charles Schwab's $8 TRILLION in assets. For most heavy real estate investors, the stock market is confusing at best and a game of chance at worst, but NOT knowing what's happening in one of the largest investment markets in the world could be to your detriment. Since the stock market moves quicker and reacts to economic data at almost instant speed, real estate investors can get ahead by popping out of the property market we're so preoccupied with. In today's episode, Liz Ann not only touches on the state of the stock market but why so many investors are acting out of pure emotion (and not logic), the effect rising bond yields will have on mortgage rates, why savvy investors refuse to “fight the fed,” and the “rolling recession” that could explain 2023's constant economic hills and valleys. In This Episode We Cover: The “rolling recession” and why its economic effects won't hit us all at once Why mortgage rates won't go back to 2021 levels EVEN when bond yields fall The psychology of emotional investing and why most investors are forfeiting data when making decisions New “bullish” signs from stock investors and what they're investing in Why waiting for a recession to invest could be a MASSIVE financial mistake  And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Forums BiggerPockets Agent BiggerPockets Bootcamps Join BiggerPockets for FREE On The Market Join the Future of Real Estate Investing with Fundrise Connect with Other Investors in the “On The Market” Forums Subscribe to The “On The Market” YouTube Channel Dave's BiggerPockets Profile Dave's Instagram The Fed Just Got One More Reason to Hike Mortgage Rates Is Now the Best Time to Get Into the Stock Market? Connect with Liz: Liz on Charles Schwab Liz's Twitter/X Click here to listen to the full episode: https://www.biggerpockets.com/blog/on-the-market-134 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

The U.S. dollar dominates global trade and brings Americans all kinds of benefits. When will we lose this financial advantage? I am James Derrick, Chief Investment Strategist at Smedley Financial Services. Today, my guest, Jordan Hadfield, will help us understand what it means to have the U.S. dollar as the world currency, how we got here, and why it is at risk.

Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episode we cover: Avantis' founding and why Phil personally embarked on a new career journey Defining Systematic Investing Avantis' valuation-centric philosophy to portfolio construction How do we attempt to buy more for less? Avantis' holistic approach to value and why a broader view is critical Is goodwill no good? Sifting through measures of company profitability How Avantis can fit in the context of a broader portfolio  

Shehzad Qazi, Managing Director of China Beige Book International and Dexter Roberts, Director of China affairs at the Mansfield Center at the University of Montana, break down the latest headlines out of China. Katie Thomas, Lead at the Kearney Consumer Institute, discusses retail earnings. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.  Hosts: Carol Massar and Tim Stenovec  Producer: Paul BrennanSee omnystudio.com/listener for privacy information.

Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, joins John to talk about today’s inflation data, the health of the residential real estate market, Disney’s market performance, and where is a good place to be putting our money right now. Segment 2: Christina Basilio, Google Technology Expert, joins John to talk about some of […]

With Sam Stovall, Chief Investment Strategist at CFRA  Research

Bloomberg Intelligence Senior Analyst for US Regional Banks Herman Chan discusses US bank stocks declining on Tuesday after Moody's Investors Service lowered its ratings for 10 small and midsize lenders. Bloomberg News Senior Technology Reporter Dana Hull talks about how Tesla's new CFO now has two jobs and a lot of question marks. Kweilin Ellingrud, Director and Senior Partner at McKinsey Global Institute, shares the details on a report about Generative AI and the future of work in America. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Risk is different for those saving for retirement versus for those in retirement. I'm James Derrick, the Chief Investment Strategist at Smedley Financial Services, and today I'll be joined by Sharla Jessop, President of Smedley Financial, to talk about the risks and volatility and how it impacts workers and retirees differently.

Axel Christensen, Chief Investment Strategist for Latin America, shares why we still prefer emerging market assets over developed market peers by applying our new investment playbook.This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution. In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded. For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by theMonetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.In Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx ©2023 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, joins John to talk about good inflation data being released this week, how that data has been impacting the market this week, and why he doesn’t believe the inflation data is enough for the Fed to pause raising interest rates. Segment 2: David Carnoy, Executive Editor […]

Investing has become a delicate balance between opportunity and risk. The potential for substantial gains is undoubtedly enticing, but the inherent volatility and unpredictability can be unnerving. Furthermore, the emotional rollercoaster that accompanies market volatility is another challenge.  In this episode, Rusty and Robyn talk with DeFred "Fritz" Folts. Fritz has over 40 years of experience in the investment management industry. He was one of the co-founders of 3EDGE Asset Management, serving as the Chief Investment Strategist and member of the Investment Committee. Before 3EDGE, Fritz was one of the first team members at Windward Investment Management, a pioneer in constructing globally diversified portfolios utilizing index Exchange Traded Funds (ETFs).  As an ETF strategist, Fritz talks to Rusty and Robyn about multi-asset investing and how to do it well. He also speaks about managing investment risk and his market outlook for multiple asset classes. Key Takeaways [03:06] - The experience Fritz has in managing investments. [04:43] - 3EDGE Asset Management's investment approach and philosophy. [07:14] - How 3EDGE incorporates investor psychology into their model. [09:03] - How advisors use the 3EDGE strategies on behalf of their clients. [11:41] - What 3EDGE's tactical multi-asset approach looks like. [14:40] - Why 3EDGE focuses so much on managing investment risk. [17:01] - Differences between total return and ESG strategies. [19:55] - 3EDGE's market outlook for all asset classes, including crypto. [28:01] - Fritz's take on how artificial intelligence could impact investment management. [30:10] - Fritz's favorite investment idea. [31:44] - How Fritz remains physically and mentally healthy to perform well. [35:13] - The people for whom Fritz is professionally grateful. [36:52] - Fritz's recommendations for content. Quotes [05:54] - "Markets are not completely random. They're driven by the cause-and-effect relationships that impact equities, bonds, commodities, and currencies across the globe. And these relationships are interrelated." ~ DeFred "Fritz" Folts [06:37] - "There's more risk out there than people understand. So, our approach to managing that risk is to be tactical, meaning we make changes to the portfolio when our investment outlook changes and are always globally diversified." ~ DeFred "Fritz" Folts [15:40] - "It's really difficult to hang in there as an investor when you're watching your portfolio and your net worth decline. Having to live through that is hard." ~ DeFred "Fritz" Folts Links  DeFred "Fritz" Folts on LinkedIn Fritz Folts on Twitter 3EDGE Asset Management 3EDGE Asset Management on YouTube 3EDGE Orion Spotlight Paper Fritz Folts' Recommended Reads Your Saving Grace by Steve Miller Band Stephen Cucchiaro Windhaven Investment Management Charles Schwab The Origin of Wealth by Eric Beinhocker The Fed Unbound by Lev Menand The Price of Time: The Real Story of Interest Meditations by Marcus Aurelius The Obstacle Is the Way by Ryan Holiday The Artist Behind Fritz's Cow Painting Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1640-OPS-6/15/2023

Guy, Dan and Danny discuss why it's different this time (2:00), bank stress tests (17:30), semiconductor stocks (25:45), real rates (33:00), and the mutual fund to ETF conversion trend (37:00). After the break, Dan and Danny interview Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and discuss the swing in sentiment from 2022 to 2023 (45:00), his HOPE framework for the economy (50:00), his outlook for the second half of 2023 (1:03:30), global recessionary indicators (1:06:00), what could take the market lower (1:09:30), commonalities between now and ‘00/'07 (1:16:00), and the tricky thing about this cycle (1:22:00).  Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

With Sam Stovall, Chief Investment Strategist at CFRA Research

In this Gartner Talent Angle episode, author and banker Jeff Korzenik shares insights about the second-chance talent pool—that is, reemploying candidates with criminal records. He offers practical advice on tapping into non-traditional sources of talent by  differentiating between felony types, partnering with nonprofits and reevaluating legacy talent policies and processes. Jeff Korzenik is Chief Investment Strategist for Fifth Third Bank, one of the nation's largest banks. He is the author of the book “Untapped Talent: How Second-Chance Hiring Works for Your Business and the Community” on the business case and best practices for hiring people with criminal records. *This episode is an excerpt taken from our 2021 interview.

Guy and Danny are joined by Stuart Sopp, CEO and Founder of Current, to discuss green shoots in the market (3:00), liquidity (8:00), junk fees (14:00), the bond market (16:00), being bearish in a bull market (20:00), gold (28:00), and their desert island albums (32:30). The co-hosts interview Anastasia Amoroso, Managing Director and the Chief Investment Strategist at iCapital, and talk about key takeaways from the Fed meeting (37:30), what could take stocks higher (47:30), her highest conviction ideas (56:00), and the AI craze (1:01:00). Guy's "Perfect Albums": https://twitter.com/GuyAdami/status/1669380861018480644?s=20 ---- See what adding futures can do for you at cmegroup.com/onthetape.  Learn more about Ro body: ro.co/tape ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Brian Stockton, Senior Director of Technical Services and Training at Audi, discusses the need for trained EV technicians and the automaker's Audi Education Partnership. Steven Skancke, Chief Economic Advisor at Keel Point, provides a preview of Wednesday's Fed decision. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Startups Reporter Ellen Huet share the details of Ellen's Businessweek Magazine story Layoffs and AI Are Changing Tech's Once Invincible Job Market. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors. Hosts: Matt Miller and Madison Mills. Producer: Paul Brennan. See omny.fm/listener for privacy information.

 Bloomberg News Detroit Bureau Chief David Welch reports on General Motors adapting its electric vehicles to Tesla's Superchargers, following Ford's lead and all but ensuring it will become an industry standard in the US. Solidus VP of Regulatory Affairs Kathy Kraninger shares her thoughts on the SEC suing Coinbase and Binance. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses the health effects from the pollution caused by the Canadian wildfire. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior Retail Analyst Mary Ross Gilbert discusses Macy's and Nordstrom earnings. Ge Bai, Professor of Health Policy and Management, at the Johns Hopkins Bloomberg School of Public Health, shares her thoughts on hospital pricing transparency. Sharon Miller, Head of Small Business at Bank of America, provides insight on small business owners' outlook on the current business and economic environment. And we Drive to the Close with Randy Watts, Chief Investment Strategist at O'Neil Global Advisors. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Tom and Don are joined by a rare guest, Phil McInnis, Chief Investment Strategist at Avantis Funds. This episode covers the difference between truly active fund management and rules-based stock selection, how ETFs differ from mutual funds, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rebecca Hotsko talks to Milton Berg about his shift from fundamental to technical analysis, his critiques of value investing, his use of market indicators to identify turning points, and much, much more! Milton Berg, CFA, is the CEO and Chief Investment Strategist of MB Advisors, LLC. He has worked in the financial services industry since 1978 and began his career as a Commodities Analyst and Trader at Swiss-based Erlanger and Company. He has worked with well-known titans of the hedge fund world including Michael Steinhardt, George Soros, and Stanley Druckenmiller. IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro.02:30 - Why Milton transitioned from being a fundamental investor, studying Benjamin Graham and David Dodd, to a technical analyst. 10:49 - What drives market prices in the short term and long term, and are they random?16:25 - Milton's criticisms about value investing and learning from studying Benjamin Graham. 34:54 - How his investment strategy works, which is centered around identifying significant turning points in the market. 35:06 - What indicators he uses to assess whether the market is at a turning point. 45:25 - Whether Milton believes we are near a turning point today and the market has already seen its bottom. Is it possible to time the market? 01:00:33 - Advice on the most important factors that long term investors should focus on. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: MiltonBerg.com.Related Episode: Listen to MI255: Navigating Bubble 3.0: Is This Time Different? w/ David Hay. or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Instead of trying to time the market or pick single stocks, automate your investments and invest in a variety of companies with Betterment.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Partner with a specialized agency focused on making insurance as easy as possible for real estate investors. Take advantage of monthly reporting, monthly billing, and coverage for all phases of occupancy with National Real Estate Insurance Group.Enjoy soft, stretchy bottoms that last forever with birddogs. Use promo code INVESTING and get a free Yeti-style tumbler with every order.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comConnect with Milton: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Brought to you by Athletic Greens's AG1 all-in-one nutritional supplement, House of Macadamias delicious and nutritious nuts, and Shopify global commerce platform providing tools to start, grow, market, and manage a retail business. Michael Mauboussin (@mjmauboussin) is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management.Prior to joining Counterpoint Global, Michael was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management. Michael originally joined Credit Suisse in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999.Michael is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, Think Twice: Harnessing the Power of Counterintuition, and More Than You Know: Finding Financial Wisdom in Unconventional Places. More Than You Know was named one of "The 100 Best Business Books of All Time" by 800-CEO-READ, one of the best business books by BusinessWeek (2006), and best economics book by Strategy+Business (2006). Michael is also co-author, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns. Michael has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing. He received the Dean's Award for Teaching Excellence in 2009 and 2016 and the Graham & Dodd, Murray, Greenwald Prize for Value Investing in 2021.Michael earned an A.B. from Georgetown University. He is chairman emeritus of the board of trustees of the Santa Fe Institute, a leading center for multidisciplinary research in complex systems theory.Please enjoy!This episode is brought to you by Shopify! Shopify is one of my favorite platforms and one of my favorite companies. Shopify is designed for anyone to sell anywhere, giving entrepreneurs the resources once reserved for big business. In no time flat, you can have a great-looking online store that brings your ideas to life, and you can have the tools to manage your day-to-day and drive sales. No coding or design experience required.Go to shopify.com/Tim to sign up for a one-dollar-per-month trial period. It's a great deal for a great service, so I encourage you to check it out. Take your business to the next level today by visiting shopify.com/Tim.*This episode is also brought to you by House of Macadamias delicious and nutritious nuts! I love macadamia nuts and have been enjoying them often since keto expert Dr. Dominic D'Agostino recommended them on the podcast in 2015. They taste great, and with more healthy, monounsaturated fat than both olive oil and avocados, 27% fewer carbs than almonds, and more than 50% fewer carbs than cashews, they're the perfect low-carb, keto-friendly, nutty snack. In fact, I just ate a handful of lightly white-chocolate-covered macadamias about an hour ago to keep me going through the afternoon until dinner. And I will say this: ​House of Macadamias produces the best-tasting macadamia nuts I've ever eaten… by far.Listeners of The Tim Ferriss Show can use code TIM20 to get 20% off all orders, plus, for a limited time, a free, premium, extra-virgin, cold-pressed macadamia oil with any order, valued at $20. Visit HouseOfMacadamias.com/Tim to discover some of the most delicious and nutritious nuts on the planet.*This episode is also brought to you by Athletic Greens. I get asked all the time, “If you could use only one supplement, what would it be?” My answer is usually AG1 by Athletic Greens, my all-in-one nutritional insurance. I recommended it in The 4-Hour Body in 2010 and did not get paid to do so. I do my best with nutrient-dense meals, of course, but AG further covers my bases with vitamins, minerals, and whole-food-sourced micronutrients that support gut health and the immune system. Right now, Athletic Greens is offering you their Vitamin D Liquid Formula free with your first subscription purchase—a vital nutrient for a strong immune system and strong bones. Visit AthleticGreens.com/Tim to claim this special offer today and receive the free Vitamin D Liquid Formula (and 5 free travel packs) with your first subscription purchase! That's up to a one-year supply of Vitamin D as added value when you try their delicious and comprehensive all-in-one daily greens product.*[07:12] Latin roots.[09:14] No business education? No problem![12:15] The best food industry analyst.[15:36] Consilience.[19:58] Complex adaptive systems.[23:26] Diversity.[26:23] The wisdom of crowds.[32:42] The minimum effective dose of cognitive diversity.[36:02] Designing experiments.[43:49] Against the Gods and Complexity.[49:56] Value investing and the Santa Fe Institute.[53:57] A brief 21st-century asset class tour.[57:47] Base rates and horses.[1:06:16] Good vs. great investors.[1:13:22] Expanding options when making decisions.[1:18:56] Favorite failures.[1:20:35] Counteracting overreliance on experts.[1:24:34] Intuition.[1:34:15] Time management tenets.[1:40:59] Parental resources.[1:43:42] Perspectives gained by learning about complex adaptive systems.[1:46:12] Recommended reading.[1:47:32] Michael's billboard.[1:50:33] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.