A lot has been written about AI and its impact on the financial industry in recent weeks, and an article in Financial Times tries to separate realistic fact from overblown…
Inside the High Yield Debt Market with Rajay Bagaria
In this episode, we talk high yield debt investing with Rajay Bagaria, CIO of Wasserstein Debt Opportunities and author of “High Yield Debt: An Insider’s Guide to the Marketplace.” We…
The Importance of Asset Location
Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of…
The “Well-Rested Investors Are Better Investors” Myth Debunked
It’s a common piece of advice that investors should only invest in riskier assets as far as they are comfortable, but in a video on the Fisher Investments’ YouTube channel,…
JPMorgan: Shift Out Of Growth Into Value
In an interview on BloombergTV, JPMorgan’s head of Asia Pacific Equity Research James Sullivan says a shift out of growth stocks and into value stocks is underway. Sullivan points out…
AQR: Emerging Markets Offer Best Returns In 20 Years
Emerging market stocks will generate about a 3% premium above developed market stocks, according to a recent report from AQR that’s cited in an Institutional Investor article, thanks to fundamentals…
Seven Virtues For Successful Investing
In a recent post on his website JasonZweig.com, Jason Zweig recaps past newsletters he wrote for The Wall Street Journal in which he posits the essential virtues that all successful…
Everyone Is Losing Money, Warns Dalio
In a recent video, founder of Bridgewater Associates Ray Dalio warns that the market could see “a terrible imbalance,” according to an article in Yahoo! Finance. During the era of…
Bank of America Clients Drain $2.3bil from U.S. Stocks
In a second consecutive week of outflows, Bank of America clients sold off around $2.3 billion in U.S. equities, reports an article in Financial Advisor. The withdrawals were from equities…
Show Us Your Portfolio: Cem Karsan
In this episode we speak with Cem Karsan, the most popular guest from our first 200 episodes. But this time, we changed things up and asked him to talk about…