After a breather taken during August we are excited about the upcoming podcasts we plan to publish discussing how the future path of China affects global markets, innovation and the inverted yield curve. Tune in to hear the debates around these exciting topics. Never miss an episode — subscribe to Investment Wars on Apple Podcasts […]
Podcasts
INVESTMENT WARS: HOW DO HIGHER RATES AFFECT THE ECONOMY AND MARKET?
Debate: “How Do Higher Rates Affect the Economy and Market?” Featuring: Bob Grunewald, CEO & Founder of Flat Rock Global, an alternative credit manager investing in areas of the credit market they believe are less efficient with the goal of preserving capital and generating current income. In the face of a once in a century […]
INVESTMENT WARS: THE RESILIENCE OF THE 60/40 PORTFOLIO
Debate: “The Resilience of the 60/40 Portfolio” Featuring Chris Tidmore, Senior Manager for the Vanguard Investment Advisory Research Center. The 60/40 portfolio is perhaps the most popular approach to portfolio construction. Yet, in 2022, the 60/40 performed poorly as both equity and fixed income markets experienced double digit declines. What are the positives and negatives […]
INVESTMENT WARS: WILL WE HAVE A HARD LANDING?
Debate: “Will We Have a Hard Landing?” Featuring Matthew Miskin, Co-Chief Investment Strategist at John Hancock Investment Management. We have had one of the quickest and sharpest Fed rate hikes in history with federal funds yielding 5% – 5.25%, on the high side historically. Increasing rates is considered a “tightening” policy and is designed to […]
INVESTMENT WARS: US DEBT LEVELS ARE TOO HIGH
Debate: “US Debt Levels are Too High” Featuring Matt Orton, Head of Advisory Solutions and Market Strategy at Raymond James Investment Management. Congress passed the increase of our debt ceiling in the nick of time, averting the potential for the first US default on its debt – which we believe would have been devastating for […]
INVESTMENT WARS: FUTURE OF JOBS
Debate: “Wage Inflation Will Increase for the Foreseeable Future Due to a Tight Supply of Workers” Featuring Jeremie Capron, Director of Research and Managing Partner at Robo Global, and Matthew Bartolini, Managing Director, Head of SPDR Americas Research for State Street Global. While there was a bit less of a “war” then usual, there were […]