Jun 25, 2019
Dan Fuss, vice chairman of Loomis, Sayles & Company and fixed income investor extraordinaire, calls in to discuss the state of markets in 2019. @LoomisSayles www.loomissayles.com
1:36 A rate-hike shock...
Jun 21, 2019
Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world.
3:47 “There’s no such thing as a bargain in the absence of fear”
8:53 Shiller P/E and central banks
13:06 Bubbles in a negative-rate era
20:13 Deficit spending: Does it...
Jun 11, 2019
Jeff Snider (@JeffSnider_AIP), head of global research of
Alhambra Investments, calls in to discuss the workings of the
modern financial system, and to offer his views on the best ways
for investors to position themselves.
1:35 Eurodollars: What they are and why they matter
8:20 “There’s something wrong...
Jun 5, 2019
Jim, Evan and Phil assess the state of play in high-yield credit, macroprudential regulation and an instructive recent op-ed in @WSJ.
1:40 #Trump and the USS John McCain
5:24 Do businesses need a rate cut?
10:26 An Aiful-ly low yield
16:16 Alternatives to raising rates
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