Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587

Rob Arnott & Cam Harvey on Passive Investing ...

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Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630

Today’s guest is Tom Lee, CIO of Fundstrat Capital, PM for the Granny Shots U.S. Large Cap ETF, and the Head of Research at Fundstrat Global Advisors. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014. In today’s episode, Tom exp ...  Show more

Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629

Today’s guest is Marc Seidner, PIMCO’s CIO of Non-traditional Strategies. He is also a generalist portfolio manager and a member of the Investment Committee. In today’s episode, Marc explores why the investing landscape has changed from one led by economics to one increasingly sh ...  Show more

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