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Search Results for: federal reserve

Practical Lessons from Jim Paulsen

February 10, 2025

…and what this means for investors How the Federal Reserve’s approach to communication and policy has transformed Why traditional recession indicators failed in the recent cycle The conversation features numerous…

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Practical Lessons from Ed Yardeni

January 27, 2025

…curve inversions failed this time, and why focusing on labor market data proved more valuable. Yardeni’s perspective on the Federal Reserve’s evolution in handling financial crises offers crucial context for…

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Academic Research Summary: Does It Matter Why Factors Work?

November 2, 2024

A groundbreaking new study challenges conventional wisdom about how we look at investing factors. The paper, “Does Peer-Reviewed Research Help Predict Stock Returns”, written by Andrew Chen of the Federal…

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Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation

October 28, 2024

…where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies…

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The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan

August 15, 2024

…impacts of factors like AI and deglobalization on the economy. We explore his views on different economic scenarios and the Federal Reserve’s actions. As always, Andy provides nuanced insights into…

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You Probably Don't Believe These Ten Investing Ideas. Evidence Suggests You Should | Meb Faber

August 8, 2024

…We explore a wide range of topics, including the Federal Reserve’s performance, dividend investing strategies, international diversification for U.S. investors, trend following, and the relationship between interest rates and stock…

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The Challenge of Persistent Inflation with Bob Elliott

July 3, 2024

…Federal Reserve’s policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and discusses the role…

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Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira

February 1, 2024

…research.  Our guest this week recently published a paper that calls those core ideas of asset pricing theory into question. We speak with Andrew Chen, Principal Economist at the Federal…

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Advice from the Bond Market’s Buffett

November 13, 2023

…around June, similar to the federal-funds futures market’s predictions. In addition to the conflict in the Middle East, Fuss has long been worried about U.S.-China relations and the possibility of…

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Free-Money Era Ends With Worst Bond Sell-off In U.S. History

October 13, 2023

…banking crisis earlier this year, many on Wall Street are worried about just how robust the federal government’s finances are. Free money—zero interest rates and billion-dollar purchases of Treasuries every…

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Recent Original Research
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
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In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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Ten Top Peter Lynch Stocks – September 2025
Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
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Ten Top Benjamin Graham Stocks – September 2025
Benjamin Graham established the foundation of value investing by developing systematic methods for identifying underpriced securities—concepts that continue to guide today's investors. His most notable student, Warren Buffett, demonstrates how Graham's principles can create lasting wealth. Graham's...
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