Kathryn Kaminski - Don’t Fire Your Diversifie...

Today’s guest is Jack Ablin, CIO at Cresset Asset Management, which manages over $70 billion AUM. Jack was RIA Intel’s “CIO of the Year” for 2022 and was previously the CIO at BMO for 17 years. In today’s episode, Jack walks through the ins and outs of investing in founder-led co ...  Afficher plus

Today’s guest is David McWilliams, an economist, podcast host and author. David worked at the Central Bank of Ireland, UBS and BNP Paribas and is the founder of the Kilkenomics Festival, a unique blend of economics and stand-up comedy. His book is called The History of Money: A S ...  Afficher plus

What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ...  Afficher plus

(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, ...  Afficher plus

Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.

Tune in to hear Singleton’s take on inflation, sky-high valuations, and ...

Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on understanding the evolution of wealth, the current economic landscape, and the patterns that govern financial markets.

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