Wes Gray explains why he isn’t changing his portfolio to account for high inflation. See Full Interview with Wes Gray
The Four Pillars of Macro with Andy Constan
In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a…
Morgan Stanley: S&P 500 Could Fall in 2023
The S&P 500 could fall as much as 26% in the next few months, predicts strategists at Morgan Stanley, according to an article in Bloomberg. Even if the economy avoids…
Bridgewater’s Dalio Gets Billions To Retire
Ray Dalio, multibillionaire and founder of Bridgewater Associates—the largest hedge fund in the world—retired in October of last year to great fanfare, with much lauding from his and his firm…
“We’re going to hit the brakes very hard,” says Summers
January’s data emphasizes how robust the U.S. economy—and, by extension, inflation— continues to be, in spite of the steep interest rate hikes imposed by the Fed since almost a year…
For the First Time, FTSE 100 Tops 8,000
For the first time in its history, the FTSE 100 Index climbed above 8,000 points within a day, reports an article in Bloomberg. Many of the heavyweights in the index…
A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love…
The Most Important Investing Lesson: Michael Mauboussin
Michael Mauboussin shares the one lesson he would teach the average investor. See full interview with Michael Mauboussin
Investing Shorts: An Asset Allocation Strategy That Has Worked for 2000 Years
Meb Faber explains how a simple asset allocation strategy has stood the test of time. See Full Interview with Meb Faber
The AI Stocks To Watch
As more and more industries adopt artificial intelligence technology, AI companies are enjoying a euphoric rally, reports an article in Bloomberg. And while there unquestionably opportunity to be found in…