On today's show, we talk to Dan Heath. Dan is a graduate of Harvard University and is a Senior Fellow at Duke University. He is a three-time NY Times Best Selling author of various business books. Dan talks to us about his newest book, The Power of Moments.
Recorded | 23 December 2017
In today's episode we talk to hedge fund investor Ted Seides. Ten years ago, Ted took a bet against Warren Buffett that the hedge fund industry would outperform the S&P 500. Now that the bet is over, we ask Ted what he thinks about the experience.
Additionally, Ted shares some incredible first-hand experiences in dealing with Warren and legendary investor David Swanson.
Recorded | 16 December 2017
In today's episode we talk to former multi-billion dollar hedge fund manager, Jesse Felder. Jesse talks to us about his concern with FANG Stocks at the end of 2017. Additionally, Jesse talks to us about the potential change in central banking policy that might open the door for inflation to start taking hold in the economy. Finally, the discussion is concluded with Bitcoin and crypto currencies.
Bob Prince, co-chief investment officer at the world’s largest hedge fund warned Monday that a “big shakeout” in global markets is coming as investors adjust to a faster pace of interest rate increases.
Clouded judgment due to recency bias may make you hold onto stocks even though you acknowledge their high valuations or other warning signals. Conversely, it can also make you stay on the sidelines too.
Up until the late 1990s, we couldn’t really tell the main reason that nominal interest rates were rising or falling. But since 1997, we’ve had inflation-linked bonds, which trade on the basis of real yield. So we no longer have to guess why nominal rates are rising. We can simply look.
One of the key benefits of ETFs is that they offer better transparency into their holdings than competing mutual funds. Plus in most cases, it gives you the ability to verify your positions on a daily basis.
Is the sell-off in the U.S. equity markets a healthy correction or the beginning of a crash? It's too early to tell but what is unambiguously clear is that whenever there’s a global equity market sell-off, the U.S. dollar and Japanese yen are the best performers.
For gold bugs, the start of 2018 heralded some much needed good news, with the precious metal climbing steadily, building on December’s bullish sentiment as gold prices climbed off the lows of $1240 per ounce to touch a high of $1369.70 per ounce at the end of January.
In the week ahead, market participants will eye fresh weekly information on U.S. stockpiles of crude and refined products on Tuesday and Wednesday to gauge the strength of demand in the world’s largest oil consumer and how fast output levels will continue to rise.