BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567

BofA's Savita Subramanian on The New S&P 500:...

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Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616

In today’s radio show, Meb breaks down why market-cap–weighted investing may be nearing its limits after an extraordinary run in U.S. stocks. He explores CAPE ratios near historic extremes, the quiet resurgence of gold and commodities, and why equal weight, value, and global mark ...  Show more

 . 50min 3sec
Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615

My guest today is Russell Napier, an independent financial market strategist, financial historian, author of The Solid Ground investment report, and founder of the charitable venture The Library of Mistakes. In today’s episode, Russell explains why investors are asking the wrong ...  Show more

 . 58min 40sec

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