Podcasts about simon lack

Crude oil is clearly in a bear market, argues Simon Lack. He contrasts OPEC+ announcing a production hike even as supply goes up around the world with many expecting that oil demand will plateau. He thinks energy demand is rising in less developed nations to offset lowered demand elsewhere. His stock picks include Oneok (OKE), Cheniere (LNG), and NextDecade (NEXT).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, says that with so much investor optimism wiped away by the rough start to 2025, the opportunity for growth now looks better than it did at the start of the year. "Six months from now, I would say there's a good chance the market will be higher," Slimmon says in summing up a conversation that compares current conditions to Covid times, that discusses why looking for defensive names now is bad advice and much more. Ironically, his interview airs directly before Simon Lack of SL Advisors — publishers of the American Energy Independence Index — talks about defensive midstream energy plays in the Market Call. Plus, Jerry Avorn discusses his new book, "Rethinking Medications: Truth, Power, and the Drugs You Take," which is out today.

Noah Wise, senior portfolio manager at Allspring Global Investments — in one of two interviews focused around Wednesday's Federal Reserve announcement that rate cuts are nearly certain to start next month — says that the economic data has been so strong that it has become "a no-brainer" to cut, which is the ideal situation for making a move in a politically charged environment with a presidential election in sight. He expects the Fed to keep cutting so long as the data keeps moving in the right directions, which positions the current trend to carry well into 2025 without anything worse than a soft landing to disrupt the market. Also discussing the Fed's Wednesday announcement is Dominique Lapointe, director of macro strategy at Manulife Investment Management, who thinks that rate cuts will be a positive but that even if they extend into next year they won't be enough to stop a slow down in the U.S. economy, instead softening the blow of a downturn and blunting its impact when it finally hits. Plus, Todd Rosenbluth, head of research at VettaFi, makes an international fund his ETf of the Week and Simon Lack of SL Advisors and the Pacer American Energy Independence ETF talks energy investing in the Market Call.

Sadly, our five film examination of the legendary Paul Robeson for this month's theme of PORTRAITS OF THE ARTISTS end here. But we go out on Paul's personal pick for his favorite looking back on his unique career. We're talking about the struggle and heroisms of miners in Wales and the singing stranger that came along to make their choir better and soothe the struggle. We're talking about the 1940 British film “THE PROUD VALLEY” starring Paul Robeson as “David Goliath” and co-starring Edward Chapman, Edward Rigby and Simon Lack. Them Welsh boys got it rough and shit might have to get….ORGANIZED! Well, London needs that coal to fight Hitler so can the Cymry posse and their new baritone buddy safely get these mines going? Hear us tell of it or just watch it here first: https://www.youtube.com/watch?v=UyNWpRY5lH8 RIP to the man, Paul Robeson, a man beyond his time at any time. Subscribe to us on YOUTUBE: https://www.youtube.com/channel/UCuJf3lkRI-BLUTsLI_ehOsg Contact us here: MOVIEHUMPERS@gmail.com Hear us on podcast: https://open.spotify.com/show/6o6PSNJFGXJeENgqtPY4h7 Our OG podcast “Documenteers”: https://podcasts.apple.com/us/podcast/documenteers-the-documentary-podcast/id1321652249 Soundcloud feed: https://soundcloud.com/documenteers Twitch: https://www.twitch.tv/culturewrought

Wei Li, global chief investment strategist at BlackRock, makes it clear that she doesn't feel her firm's outlook for 2024 is "optimistic." Amid significant macroeconomic risks, Li says there are selective opportunities for investors who are willing to take the chance to put money to work, particularly in parts of the market that remain reasonable values -- notably artificial intelligence and big tenchology, which she expects to continue their strong performance from 2023 -- while avoiding parts of the market that are "priced for perfection" after the market's rally late in 2023. Also on the show, David Trainer at New Constructs puts Carvana back in "The Danger Zone," noting that the company remains a "zombie stock" -- one he expects could go to zero -- despite a strong bounceback in performance in 2023. In the Market Call, Simon Lack, managing partner at SL Advisors -- which oversees the American Energy Independence Index -- talks energy stocks, particularly midstream energy infrastructure stocks and the chance they represent to generate consistent gains now.

Andy McCormick, head of global fixed income/chief investment officer at T. Rowe Price, says that investors are 'cyclically underinvested in fixed income for a long time,' due to the low yields that were available, and they are also under-represented in foreign bonds -- which are not facing the inverted yield curve that's happening here -- and so diversifying into safe domestic and foreign bonds makes sense as a way to ride out current volatility. Julie Ramhold of DealNews.com sets us up for the coming Amazon Prime Days, and what investors should expect to save big on and how Amazon's competitors will also offer good deals to watch for, Matt Brannon discusses a recent survey by Clever Real Estate which showed that nearly 60 percent of millennials are spending more than 30 percent of their income on housing, and that many members of that generation don't think they will ever be able to afford a home. And in the Market Call, Simon Lack of SL Advisros and the American Energy Independence Index talks midstream and energy companies.

George Bory, chief investment strategist for fixed income at Allspring Global Investments, says that the Federal Reserve's forth jumbo rate hike of the year -- announced yesterday -- is not likely to trigger a deep inflation, but the central bank did leave consumers wondering just how effective the rate hikes will be at slowing and ending inflation. - hiking activity will end or, at least slow, the rise in consumer prices. Bory adds that while higher yields are not great for all financial assets, they do help fixed-income investors to generate a reasonable real return now. Tom Lydon, vice chairman at VettaFi also delves into interest rates by making a short-duration bond fund his pick for ETF of the Week honors, andi n the Market Call, Simon Lack of SL Advisors returns to the show to discuss energy infrastructure and pipeline companies.

On episode 50 of The Compound and Friends, Simon Lack joins Michael Batnick and Downtown Josh Brown to discuss the energy recovery, Tiger Global, hedging inflation, the vanishing IPO market, the ESG reckoning, and much more!This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ See acast.com/privacy for privacy and opt-out information.

In this week's podcast, Simon Lack explains why Democrats are partly to blame for high energy prices

Brad Lamensdorf, editor of the Lamensdorf Market-Timing Report and chief executive officer of Active Alts, says that investors can expect a lot of 'sub-surface  volatility throughout the entire year," but all of that chop amounts to the market getting past the bigger-than-expected gains of 2020 and 2021. Lamensdorf says that most market sentiment gauges and indicators are negative but that is creating some pockets of opportunity, though they are hard to spot amid bear-market bounces. Also on the show, Edward Yardeni of Yardeni Research returns for a second day, this time to talk about his latest book, "In Praise of Profits," Michael Bell of Primark Capital discusses how private-equity investments can bring something to a portfolio that most investors are missing, and Simon Lack of SL Advisors -- the firm behind the American Energy Independence Index -- returns to talk about energy stocks in the Market Call.

In this Audio file from a recent video, Simon Lack talks about the EIA’s Annual Energy Outlook

In this week's podcast, Simon Lack discusses the holes in Democrat energy policies

In this week's podcast, Simon Lack discusses the conflict between progressive climate policies and energy security

In this audio file from a recent video, Simon Lack recaps February’s blog posts.

In this week's podcast, Simon Lack explains why MMT has failed

In this week's podcast, Simon Lack discusses the new outlook investors have on the energy sector

In this week's podcast, Simon Lack discusses interesting comments from Elon Musk's on the energy transition

In this week's podcast, Simon Lack exposes incoherent progressive energy policies.

In this week's podcast, Simon Lack looks past the failure of Build Back Better

Brad has more than 15 years' experience as a Physiotherapist working in the NHS in elite sport and the private practice setting serving in the role of Head of Research at Pure Sports Medicine, one of the UK leading sports medicine groups.  Brad completed his PhD investigating the influence of Lower Limb Biomechanics on the development persistence and management of patellofemoral pain in recreational runners. Brad and his colleague Dr Simon Lack are educating the therapy world on how to best manage patellofemoral pain through their collaboration Team Patellofemoral Pain. Dr Bradley Neal will recap on what Patellofemoral Pain is, the current understanding of the aetiological drivers, differential diagnosis around the front of the knee, the top five mistakes to avoid when trying to get on top of your own patellofemoral pain or, for the therapist, the top five mistakes to avoid in treating patients with patellofemoral pain, specific tips for runners with kneecap pain. Show Sponsor: POLAR Polar are a sports technology company who build world class heart rate monitors and GPS watches for people who take their health, fitness and sports performance seriously. Polar have an incredible heritage. Headquartered in Finland they have been the global driving force behind scientific wearables for over 40 years. They are the pioneers in and world leaders in heart rate measurement technology. Their products provide you with 24/7 monitoring to enable you to plan better, train smarter, recover fully … so you can be at your physical best. Coming from the heart of the Nordics, they have the experience, insight, and history of quality, design and innovation which is unparalleled. Worn by some of the best athletes on the planet, we're very excited to have Polar as a partner here so you can also access their heart rate monitors, watches and training platform. As a starting bonus, the team at Polar are offering 15% off. If it's time for you to check out a new heart rate monitor or watch to help improve your performance, head across to Polar.com and use the code TPPS on selected products Join the The Physical Performance Show LEARNINGS membership through weekly podcasts | Patreon If you enjoyed this episode of The Physical Performance Show please hit SUBSCRIBE for to ensure you are one of the first to future episodes. Jump over to POGO Physio - www.pogophysio.com.au for more details Follow @Brad_Beer Instagram & Twitter The Physical Performance Show: Facebook, Instagram, & Twitter (@tppshow1) Please direct any questions, comments, and feedback to the above social media handles.

In this week's podcast, Simon Lack explains why higher inflation is unlikely to be transitory

In this week's podcast, Simon Lack explains why the climate change debate needs more pragmatism

In this week's podcast, Simon Lack discusses the limits to windpower

Following the success of his first three books, best-selling author and licensed chartered financial analyst Simon Lack examined how the steady growth in debt and financial services will affect future returns. In Bonds Are Not Forever, he explores the reasons behind the steady decline in interest rates over the last few decades, how these fueled a dramatic rise in government and private borrowing, and the resulting risk of inflation.We will also get an insider's view on the data behind Simon's other best-selling book, THE HEDGE FUND MIRAGE, which chronicles the massive rise of the hedge fund industry along with it's the disappointing returns.Tune in for an in-depth look at how returns and risks are skewed in favor of hedge funds, and how investors and allocators can reconcile the imbalance.Episode Quotes:If fixed income is such a poor performer, what accounts for its popularity?[00:15:40] I think the most important question in investing today is why are long-term interest rates so low around the world because that's driving everything. Stocks are expensive compared with bonds. And that's the whole idea of stock; it's the equity risk premium. I think that there's no complete answer for this, but I think part of it is there's an awful lot of money in bonds that have an inflexible mandate. There's an awful lot of investors who have to have some fixed income. And pension funds would be in that category, right? They are not return-sensitive. They have to have 40%, 30% in fixed income, regardless of the returns. They don't have the flexibility to be able to say,'bonds are just return-free risk in effect.Who is affected by negative real rates and financial repression? Who are the winners and losers in this scenario?[00:21:29] Well, the losers are the savers. The investors, they're fine. So, pension fund beneficiaries, sovereign wealth funds, and foreign central banks— all that we don't care about —but domestically, everybody who's invested through a pension or anybody who owns a fixed income is a loser. It's a prolonged transfer of wealth from savers to borrowers. The beneficiaries are, well, the federal government. And to some degree, every taxpayer, but generally wealthier people— it's a populist approach, right? Because wealthier people are going to be net savers, they're going to be net investors. Their benefit from the government funding itself at a negative rate is going to be dwarfed by their loss through the negative real return they own on their assets. But if you are, if you have a negative net worth or very low net worth, then you're probably better off from that. So, it is a form of wealth transfer, actually a distribution of wealth down the income spectrum, which is why it's so popular.Thoughts on inflation and accounting for the quality improvements and adjustments[00:25:11] In other words, what would it cost for you to buy what you bought 10 years ago? Now, what this misses is that living standards rise every year. So if you keep your income rising at the CPI over 10 years, you'll be able to buy the standard of living that you had 10 years ago, but your neighbors will have moved ahead. In fact, if you want to preserve your living standard the way most people think of it -they want to keep up with their neighbors, right? You've actually got to keep up with something like per capita, nominal GDP, or median, household income, a nominal number, which increases that inflation plus productivity.Show LinksGuest ProfileSimon Lack's Profile at SL AdvisorsSimon Lack on LinkedInSimon Lack on TwitterHis WorkOfficial Website of SL AdvisorsWall Street Potholes: Insights from Top Money Managers on Avoiding Dangerous ProductsBonds Are Not Forever: The Crisis Facing Fixed Income InvestorsThe Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True

In this week's podcast, Simon Lack discusses why the Fed's bond buying will soon end

In this week's podcast, Simon Lack discusses the true cost of the energy transition

In this week's podcast, Simon Lack discusses White House response to rising gas prices

In this week's podcast, Simon Lack explains why climate extremists are helping OPEC 

In this week’s podcast, Simon Lack explains why reduced energy output is good for investors

In this week’s podcast, Simon Lack explains why the Fed should stop buying bonds

In this week’s podcast, Simon Lack questions the Federal Reserve’s ongoing bond buying

In this week’s podcast, Simon Lack explains how climate change boosted Kinder Morgan’s profits

In this week’s podcast, Simon Lack reviews Jamie Dimon’s annual letter

Frank Holmes, chief investment officer at U.S. Global Investors, says that inflation should be a key concern right now for investors and says that it is unavoidable given economic conditions, the massive government stimulus around the globe and more, but he doesn't think that inflation will derail the stock market because there will be strong economic growth for at least six months that will keep markets rolling. Also on the show, Tom Lydon of ETFTrends.com looks at net lease real estate investments with his 'ETF of the Week,' and Marketwatch columnist Brett Arends discusses how investors are living in a cycle where domestic stocks are popular because they are hot and hot because they are popular. In the Market Call, Simon Lack of SL Advisors talks energy and pipeline stocks.

In this week’s podcast, Simon Lack highlights why energy CEOs are bullish

In this week’s podcast, Simon Lack highlights how the energy business is changing

In this week’s podcast, Simon Lack explains why Inflation Risks Aren’t Priced In

In this week’s podcast, Simon Lack explains why Democrats are good for energy investors

In this week’s podcast, Simon Lack recaps Williams Companies recent ESG day

In this week’s podcast, Simon Lack discusses President Biden’s cancelation of the Keystone pipeline

In this week’s podcast, Simon Lack discusses the outlook for fiscal policy under the Democrats

In this week’s podcast, Simon Lack discusses the outlook following the Georgia senate races

In this week’s podcast, Simon Lack discusses our new Climate Czar, John Kerry

In this week’s podcast, Simon Lack discusses popular views on energy

In this week’s podcast, Simon Lack listens to the Enbridge Investor Day

In this week’s podcast, Simon Lack discusses the irresponsible management of MLP closed end funds

In this week’s podcast, Simon Lack discusses who’s responsible for excessive student debt

In this week’s podcast, Simon Lack discusses the growing trend towards pipeline buybacks

In this week’s podcast, Simon Lack considers Democrat policy towards energy prices

Most investors think of the bond market as a stable and reliable source of regular income. But the bond market has changed dramatically in recent years, and in this interview, Simon Lack, president of SL Advisors and author of Bonds Are Not Forever: The Crisis Facing Fixed income Investors, explains how. He also describes what you, as a fixed income investor, should do to secure a regular income without subjecting yourself to too much volatility in the value of your portfolio. In his book, Lack details how the trends of exploding debt taken on by governments, individuals and companies has created a financial sector of the economy that is much bigger than it needs to be and how that is changing the game for savers and bond investors going forward.