Podcast appearances and mentions of Mark Hulbert

In this episode: We discuss the models from Mark Hulbert and LBL Financial that predict the outcome of U.S. Presidential elections, the accuracy of these models, how the market performs if a Democrat or a Republican wins, and the current poll results for the candidates.

It's the end of 2023, and markets are finishing the year on a strong note. Now, it's time to look to 2024 and explore what the future holds for stocks. Today on the Gains podcast, we are bringing on four of our regular experts to share their forecasts for the new year.  - Jim Awad, Senior Managing Director at Clearstead Advisors in New York. - Chuck Carlson, CEO of Horizon Investment Services & Publisher UpsideStocks.com in Hammond. - Mark Hulbert, Investment Columnist for The Wall Street Journal, Barron's & MarketWatch.com in Washington D.C. - Jim Welsh, Macro Strategist & Portfolio Manager at MacroTides.com in San Diego.  

Greg Valliere, chief U.S. policy strategist for AGF Investments, says that while there is no sugar-coating the problems of the economy -- inflation, rising interest rates, a rough housing market and more -- the likely recession that lies ahead will be shallow, and will have a reasonable recovery once the Federal Reserve proves that the bitter medicine it is providing to quash inflation won't go overboard and kill the patient. Also on the show, Mark Hulbert discusses his recent column on MarketWatch where he added his own flair to some new academic research showing that the classic "4 percent rule" on retirement withdrawals is leading savers astray and that the proper spending amount to ensure that someone not outlive their money may be less than half of what most people are planning for. Plus Chuck talks about his annual cash-or-candy, trade-or-treat Halloween event and the choices his neighborhood kids went for when they came to his home Tuesday night.

​Three opponents of California's State Capitol Annex Project join host Scott Syphax to discuss why Sacramentans should care whether the building is restored and rehabilitated or torn down and replaced. Featuring representative Richard F. Cowan of Public Accountability for our Capitol, Paula Peper of Save Our Capitol!, and Mark Hulbert of Preservation Architecture.

An Expert's View On How To Financially Approach Retirement   Welcome to episode #8 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Mark Hulbert and they discuss his views on retirement, Social Security, and how he believes on should approach these important decisions. Mark is a senior columnist for MarketWatch and Dow Jones. He is a seasoned financial expert with over four decades' experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions as a columnist, newsletter editor, frequent guest on TV and radio, and leader of investment seminars and workshops. Mark founded a company that created the world's largest database of investment advisers' recommendations and developed methods for analyzing the advisers' returns using sophisticated statistical methods.     Here is what to expect on this week's show: A little background into how Mark came to work not only in finance but to write about it for some many different popular outlets. Investment trends Mark is seeing right now that retirees and soon-to-be retirees should be aware of at this moment, especially as concerns bonds and stocks. How information about the “average” retiree and their savings/investments can be confusing about deducing what that means for your financial planning. What are people doing when they handle their Social Security decisions and retirement planning that leads to so many needing to work part time? Did the fed makes things easier or worse with the Cares Act of 2020? Information about the questions that Mark often gets asked about Social Security. The 2-3 most important takes always, for Mark, for those about to make important Social Security and retirement planning decisions. Why it's important to not forget about what's really important in your retirement and why this is more important than finances. Links mentioned: https://www.marketwatch.com/author/mark-hulbert   Connect with Mark: LinkedIn: https://www.linkedin.com/in/markhulbert/ Twitter: https://twitter.com/MktwHulbert         Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's Gains with Andy Giersher, Mark Hulbert joins us to discuss how to navigate the recent sell-off in crypto and financial markets. He also shares his take on stocks from the lens of a Contrarian.    Mark Hulbert  Investment Columnist for The Wall Street Journal, Barron's & MarketWatch.com Washington, DC See omnystudio.com/listener for privacy information.

“There's a lot of money to be made from financial newsletters that give investment advice. But the money comes from selling the newsletters, not from taking the advice.” ~Paul Merriman  Investment newsletters are getting more popular every year and the returns they promote are extremely tempting. So, should you ditch your financial plan and subscribe?   We're diving into newsletters to give you our honest opinion and concerns.   Unfortunately, anyone can create an investing newsletter, and because they are not actually managing your investment accounts, they have no regulatory agency monitoring their recommendations or investment performance accuracy.    Investment newsletters only fall under the 1st amendment right of free speech, so they can claim any returns over any time period regardless of actual performance.   From the article “The Truth About Financial Newletters” by Paul Merriman.    https://paulmerriman.com/the-truth-about-financial-newsletters/  “In a 35th anniversary edition of The Hulbert Financial Digest, publisher Mark Hulbert noted that when he began tracking newsletters in 1980, there were 28 of them. Of those 28, only nine have survived. The rest are gone.  Of the nine newsletters for which he has continuous data back to mid-1980, only two have beaten the market (measured by the Wilshire 5000 Index) on a risk-adjusted basis. One newsletter has matched the market for 30 years, and the other six have lagged behind.” 

On today's show, Mark Hulbert joined us to discuss extreme stock market bullishness, momentum plays in bitcoin, and how to ward off so-called Black Swan events. He also shared his take on crypto and financial markets from a stock market Contrarian view. Plus, we talked about how the lack of bears in the stock market could be a harbinger of things to come.   Mark Hulbert  Investment Columnist for The Wall Street Journal, Barron's & MarketWatch.com See omnystudio.com/listener for privacy information.

Es gibt viele Fonds-Manager und noch mehr Fonds. Alle wollen an das Geld der Investoren, welches in der Regel in die Produkte fließt, die die höchste Performance aufweisen. Doch eine gute Rendite muss nicht bedeuten, dass ein Fonds auch gut für den Geld ist. Lass dich von vermeintlich hohen Gewinnen nicht blenden und hör dir unbedingt meine heutige Ausgabe an. ► Meinen Report findest du kostenlos unter www.hell-investiert.de ► Den erwähnten Artikel findest du hier: https://www.focus.de/finanzen/boerse/gilt-weltweit-als-beste-investorin-cathie-wood-die-woelfin-der-wall-street-und-ihre-strategie_id_12616623.html ► Die Auswertung von Mark Hulbert gibt es hier: https://www.marketwatch.com/story/the-jury-is-out-on-whether-ark-innovations-red-hot-returns-are-due-to-cathie-woods-skill-or-luck-11616460092?mod=home-page Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei den Podcast bekannter zu machen! ► Mein YouTube-Kanal: https://www.youtube.com/hellinvestiert Die verwendete Musik wurde unter www.audiojungle.net lizensiert. Urheber: MusiCube. Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.

Latest attempts to move forward with a covid stimulus package, a conversation with stock market contrarian Mark Hulbert and a look into the excitement over the so-called Plug-in Hybrid. See omnystudio.com/listener for privacy information.

What is a contrarian way of thinking, and how can it change your approach to investing? While it's easy to get caught up in the mainstream news and financial shows, they aren't always the best way to get information on your investments. A contrarian way of thinking is a different and interesting approach that gets away from what you hear in the news and starts to drill into the numbers. It's been Mark Hulbert's focus for his 40+ year career, so we invited him to share his thoughts in this episode. Mark is a columnist for MarketWatch, Callaway Climate Insights, and TheStreet and has also been featured in The Wall Street Journal and The New York Times business section. Previously, Mark founded the Hulbert Financial Digest, which tracked the performance of stock market investment newsletters for 36 years. He is fascinated by market trends and strives to figure out how the world works by understanding differences and regularities in the market. In this episode find out: How tracking investment performance has changed over the last 40 years How Mark’s contrarian perspective has shaped his career What drew Mark to analyzing investment newsletters Why Mark believes you can’t ignore different approaches to investment analysis The system that Mark uses to model portfolios and track their performance What realization triggered Mark’s contrarian thinking Mark’s thoughts on the market changes due to COVID-19, The Federal Reserve’s actions, and the presidential election Why Mark created The Hulbert Stock Newsletter Sentiment Index  Tweetable Quotes: “The economy responds to uncertainty” “The next couple of years are far riskier than I think the market right now is betting” “I always bet that the market will probably be a bit higher because historically, that's the most intelligent bet” Important Links & Mentions: https://www.marketwatch.com/author/mark-hulbert?mod=MW_author_byline (Mark’s MarketWatch column) https://www.callawayclimateinsights.com/people/9075761-mark-hulbert (Mark’s Callaway Climate Insights articles) https://www.thestreet.com/author/mark-hulbert (Mark’s TheStreet articles) Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!  To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast) To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to mailto:morgan@pomwealth.net.

In this podcast Paul answers to a variety of comments and questions from his listeners and readers. Paul responds to a newsletter subscriber who unsubscribed in disgust because she felt he did not address the real ills of our society and the disconnect between Wall Street and Main Street. 3:30 Paul discusses his last MarketWatch article, “How to buy 10 years of retirement for $3650.” This article had over 330,000 opens within days after after publication. 10:05 Will your Sept. 23rd AAII presentation be recorded? The answer is Yes. The title is, "Which Is the Best 1-, 2-, 3- and 4-Fund Strategy?” You can register here: https://register.gotowebinar.com/register/8136639342311676944 21:25 Why are your returns on the S&P 500 so different from mine? 22:45 With a large amount of money to be invested in bonds, do you have any recommendation on the timing? 25:25 When will you be giving your financial literacy workshops on Bainbridge Island in 2021? I'm interested in visiting family there and would like to coordinate with your public presentations. 27:20 In this Marketwatch.comarticle, “How retirees should invest in a time of record-low interest rates," Mark Hulbert recommends investing 30% of your portfolio in annuities...Do you agree? Paul suggests several cases where single premium life annuities are appropriate and refers those interested to stantheannuityman.comfor free books on annuities. 28:50 Isn’t rebalancing just another form of market timing? 37:20 A Western Washington University graduate who heard Paul speak in 2018 asks, "What do you recommend?” in regard to his situation: “I’ve got student debt, my first job, just moved from home into an apartment and my $10,000 investment in GEVO is down to $7,000. I think it has a great future but I don’t want to lose all my money.” 41:05 What portfolios will you be comparing in your September 23rd AAII presentation? 46:55 Given current market conditions, and our plan to retire in the next 5 years, what fixed income or safe strategies do you recommend? And what long-term fixed-income strategies do you recommend? 49:35 Could you compare the Vanguard Total Market Fund (VTSAX) with the Fidelity Zero Total Market Fund (FZROX)? 53:10 This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are four ways to support the podcast and our foundation: 1) Leave a podcast review on your player of choice. 2) Sign up for our biweekly newsletter at PaulMerriman.com 3) Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a small fee at no cost to you. 4) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!

Many investors who are still on the sidelines in this comeback market are worried about getting in, thinking the market is too high. That sentiment is understandable. Anyone who lived through the 2000 crash and the 2008 crash, certainly doesn’t want a third helping!. Some investors say they are waiting for another monster crash before they jump in. Apparently the COVID 19 forty percent decline wasn’t a big enough drop for them! The reality is that the COVID crash provided you with an opportunity to learn something about yourself. How much money did you invest, or add, when the market hit forty percent down? Will waiting for the NEXT  big crash really work out for you in the end? Find out why famous stock market analyst Mark Hulbert-- writing for the Wall Street Journal--believes we are nowhere near the irrational exuberance of the 1990s and why there is still positive upside. We have his evidence for you today, plus a lot more that you simply don't want to miss...MASTERING MONEY is on the air!!!

Mottek On Money Special Edition - Wall Street and Main Street: Stocks climb a proverbial wall of worry as businesses are impacted by civil rights protestors demanding justice for George Floyd, civil unrest, and curfews amid slow re-openings with the coroanvirus crisis continuing. The Dow closes up 268 points. A discussion of the markets and the economy with Mark Hulbert, Marketwatch columnist, Publisher of The Hulbert Digest which tracks market newsletters. Spencer Levy, Chairman of Americas Research and Senior Economic Advisor, CBRE, discusses commercial real estate (industrial, office, multifamily, retail, hotels) as businesses gradually reopen following the coronavirus lockdowns. Support the show.

Mottek On Money Special Edition - Coronavirus Crisis Bear Market:  A mixed start to the week on Wall Street as businesses and economies slowly reopen while authorities watch the latest coronavirus case numbers and deaths. On Main Street, more bankruptcies among retailers and airlines. Commercial real estate is seeing a big impact as the coronavirus lockdowns continue. Businesses, buildings and offices prepare for the day when people go back to work. An update on what's ahead for the office workplace, commercial real estate, restaurants and more with Ryan Harding, Executive Managing Director, Newmark Knight and Frank in Los Angeles. Stocks see the best month of April in 33 years while the nation's unemployment rate soars to the highest seen since the 1930's in the same month. The disconnect between the Main Street economy and Wall Street, the market outlook and more discussed with Mark Hulbert, Marketwatch columnist and publisher of the Hulbert Digest. Support the show.

Mottek On Money Special Edition - Coronavirus Crisis Bear Market: Stocks wrap up a brutal month of March and first quarter of 2020 with losses. The Dow came in for a closing loss of 410 points settling at 21,917, posting a loss of 23.2% for the quarter, its worst quarter since 1987 and the worst first quarter of any year in Wall Street history. Economic storm clouds continue to gather as the global economy is at an unprecedented standstill in the face of the coronavirus pandemic. Has the market bottomed? What's the outlook for the economy in the face of the ongoing pandemic? The markets and the economy discussed with famed Wharton School Finance Professor Jeremy Siegel and Mark Hulbert, Publisher of the Hulbert Digest and Marketwatch columnist. Support the show.

Concerns about the economic impact of deadly coronavirus spreading in China send stocks moving lower after starting 2020 at record highs. The Dow wraps up the month of January with a 603 point one-day plunge, erasing 2020's gains. The U.K. breaks away from the E.U. in the long awaited "Brexit." The Fed holds the line on short term interest rates. Analysis on the major news of the week from Dr. Mohamed El-Erian, Chief Economic Advisor, Allianz, former PIMCO CEO in Newport Beach and extended market coverage with Mark Hulbert, Marketwatch columnist and publisher, Hulbert Digest. Mortgage rates touch three year lows. The legal cannabis business not playing out as expected in California with financial and health concerns being raised. The cannabis outlook discussed with Dr. Kevin Sabet, PhD, Co founder of Smart Approaches of Marijuana, former White House Drug Control Policy Advisor, Author, “Reefer Sanity: Seven Great Myths About Marijuana. He will be a panelist at the free Sheila Kar Health Foundation health seminar on February 8th in Beverly Hills. Support the show.

Happy New Year! A roaring start to 2020 for the stock market continuing the record shattering 2019 rally. Stocks hit new highs on the first day of trading in the new year. A surprise U.S. air strike kills Iran's top general sending stocks lower, oil and gold higher on the second day of new year trading. The impact on markets and consumers discussed with John Kilduff, Founding Partner, Again Capital and CNBC Contributor, Mark Hulbert, Marketwatch Columnist, Publisher of the Hulbert Digest and David McAlvany, CEO, McAlvany Financial Group. Wall Street veteran Art Cashin, Director of Floor Operations, UBS, talks about the 2019 rally and a stock exchange new year tradition. Labor law attorney Thomas Lenz has the latest on the new California labor laws in 2020 and their impact at your workplace. Prominent entertainment industry attorney Howard Weitzman discusses Michael Jackson at the top of the latest Forbes magazine list of highest earning deceased celebrities in 2019. Support the show.

Santa shows up early on Wall Street as Santa’s helpers hit the stores. Stocks rally to record highs ahead of the Thanksgiving holiday weekend and the start of the holiday shopping season. Retailers take the spotlight along with US China trade issues. Marketwatch columnist Mark Hulbert discusses market momentum heading into December. Master Entrepreneur, developer, philanthropist, Rick Caruso, CEO, Caruso, creator of shopping destinations including The Grove LA, Americana at Brand and the new Rosewood Montecito Beach Hotel, highlights his successful properties and previews the holiday shopping season. Patrick McClenahan, President, Goodwill SoCal discusses the important role Goodwill plays in the local economy and the popularity of second hand merchandise. Ann Shatilla, Emmy award winning TV journalist and luxury expert details luxury trends this holiday season and an upcoming Beverly Hills Chamber of Commerce event for business people looking to tap the luxury market.  Support the show.

MarketWatch’s Mark Hulbert and Seeking Alpha contributor Jeff Miller discuss whether America’s drowning in debt will sink the stock market. This podcast (6:18) argues that while markets don’t rise or fall on debt considerations in the short-term, in the long-term high debt corrodes our self-control and diminishes our ability to make midcourse corrections. I also point out that the indebtedness process is precisely the opposite of the process financial advisors employ to build their clients’ wealth.

In last week’s podcast, I responded to some recent controversies about small-cap-value returns. I examined and shared my findings of a study that looked at the history of returns for many of the popular asset classes: S&P 500, Total Market Index, Large-Cap Value, Small-Cap Blend, Small-Cap Value, U.S. Long-Term Bonds, U.S. Treasury Bills and Inflation. …

Rising trade tensions between the U.S. and China spook the financial markets. The Dow wraps up the week with a 623 point closing loss. China announces new trade sanctions on U.S. imports and President Trump responds by raising existing tariffs on $250 billion in Chinese goods to 30% from 25%, and new tariffs on another $300 billion of imports would be 15% instead of 10%. The president criticizes the Fed after the latest speech by Fed Chair Jerome Powell. Extended market coverage with guests including Dr. Mohamed El-Erian, Chief Economic Advisor, Allianz, former PIMCO CEO, Newport Beach, Ben Stein, financial commentator, author, economist, Mark Hulbert, Marketwatch Columnist, Publisher, Hulbert Digest, Peter Schiff, President, Euro Pacific Capital. Support the show.

May becomes the first losing month of 2019 for stocks on escalating trade tensions between and the US and China and a surprise move by President Trump threatening to impose tariffs on all Mexican imports. Marketwatch columnist Mark Hulbert says exuberance about the record shattering market could also be to blame for the recent sell off. New readings on Southern California home sales and home prices from Corelogic Chief Economist Frank Nothaft. Property tax delinquencies rise in San Diego County. L.A. County voters go to the polls on Tuesday, June 4th to decide Measure EE, a proposed 12 year parcel tax to raise money for the L.A. Unified School District. LA Mayor Eric Garcetti is pushing for it. L.A. business groups including L.A. BizFed, led by founding CEO Tracy Hernandez, are against it. Support the show.

Stocks rack up best January gains since 1987 after worst December since 1931. The Fed fuels latest rally after it's first policy setting meeting of 2019. Mohamed El-Erian, Chief Economic Advisor, Allianz, now predicts no Fed rate hikes this year. The ongoing crisis in Venezuela fuels nervousness in the energy markets. MarketWatch columnist Mark Hulbert discusses the January indicator and Wall Street Super Bowl indicator. Chairman of City National Bank Russell Goldsmith discusses recent Economic and Investment Forum.Support the show: https://www.frankmottek.com

How long would you had had to wait to fully recover from the last 36 bear markets? Mark Hulbert crunched the numbers with surprising results. A caller wants to know the best way to set up a retirement plan for his small business. What is the yield curve and what does it mean when it inverts?

At the 2018 AAII National Conference, Paul presented key concepts from the Ultimate Buy and Hold strategy and premiered the Two Funds for Life strategy, and had the great pleasure of hearing a talk by Mark Hulbert, founder of the Hulbert Financial Digest and senior columnist for MarketWatch. Considering it was the best talk of 2018, Paul asked and was …

At the 2018 AAII National Conference, Paul presented key concepts from the Ultimate Buy and Hold strategy and premiered the Two Funds for Life strategy, and had the great pleasure of hearing a talk by Mark Hulbert, founder of the Hulbert Financial Digest and senior columnist for MarketWatch. Considering it was the best talk of 2018, Paul asked and was granted …

Veteran financial analyst / journalist Mark Hulbert -- who had his Hulbert Financial Digest for decades -- Contributor, MarketWatch, talks to WDEL's Allan Loudell from Washington area

Last week Vanguard announced they are adding 1,800 commission-free ETFs to their present line up. In this podcast Paul answers what this may mean for investors and three other questions from his listeners and readers: 1.  What impact t will the new ETFs have on the Vanguard portfolios? 2. What is the risk in a portfolio holding …

Broadcasting live from the American Association of Individual Investors Conference! Paul Merriman and Mark Hulbert both join us in this special episode to talk about the eye-opening realities of investing! The largest gain we've seen in a 401k plan. What's up with these cryptocurrencies?

The AAII (American Association of Individual Investors) Conference was a treasure trove of investment history and advice for amateur investors.  In fact, Paul felt a lot of the information should be meaningful to professionals as well.  Paul was impressed with the presentations from Meb Faber, Larry Swedroe, Dr. Craig Israelsen and Mark Hulbert.  The one thing that all four experts agree on …

Tech stocks lead the latest market rally propelling the NASDAQ to a record high above 6000. The Dow racks up its biggest weekly gain of the year on the latest earnings news and release of the Trump administration's tax overhaul plan. Marketwatch columnist Mark Hulbert says there's new thinking on the market adage "Sell in May and go away." Business and civic leaders reflect on the 25th anniversary of the L.A. riots and unresolved issues in South LA. The city of LA faces serious challenges meeting its pension obligations. Support the show: https://www.frankmottek.com

October 5, 2012 Mike Barker, Investment & Retirement Management analyzes the moves in the market over this week looking at the range of 13.580 to 13.620 on the Dow he discussed last week. Barker comments on Mark Hulbert's piece on Marketwatch saying "stocks should rise in 4th quarter.” 

Wall Street is acting like the housing industry is a decent fixer-upper, says Mark Hulbert. And the view from the inside of major companies has not been very rosy lately.

Attracted by stocks others won't touch? Mark Hulbert says, check out banks. And, the rise of the optimistic investor is a worrisome trend.

Trying to guess how Wall Street will react to news is a fool's game, and so is predicting recessions based on stock market moves. Mark Hulbert dives into the Hulbert Financial Files for his analysis.

The Dow, Nasdaq and S&P are up 3%, 10% and 6% respectively so far this year. Can they keep up their pace the second half of the year? Don't bet on it, says MarketWatch columnist Mark Hulbert. Listen to his weekly podcast.

Don't fight the Fed. It's a popular saying on Wall Street, and Mark Hulbert says that lately, it has merit.

Beware the broker who tells you now is a good time to buy stocks. Mark Hulbert, on the myth of the summer rally.

How much would you pay for a share of Facebook? How about $13.80? MarketWatch columnist Mark Hulbert talks to John Wordock about how he arrived at that jaw-dropping valuation.

Mark Hulbert, Editor of The Hulbert Financial Digest on Marketwatch.com -A close look on the market highlights for the month of May plus future market outlooks