Bill Smead, Smead Capital Management - There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble | #290

Bill Smead, Smead Capital Management - There’...

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FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650

Today’s guest is Robin Wigglesworth, editor of FT Alphaville at the Financial Times and the author of A Fabulous Debt: The Epic Story of How Bonds Built the Modern World. In today’s episode, Robin makes the case that bonds, not stocks, are the bedrock of finance and quietly built ...  Show more

 . 49min 52sec
Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649

Today’s guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein. In today’s episode, Inigo argues that the golden era of easy diversification and high real returns is ending. He defends US equity exceptionalism while declining to defend the dollar. To clos ...  Show more

 . 50min 43sec

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