Debate: “Will the US Have a Deep Recession?” Featuring: Victoria Vogel, CFA, Senior Vice President and Product Specialist for Fixed Income at Trust Company of the West (TCW). Simply stated, interest rates have increased 5.25% over the last 20 months which will place pressures on the consumer and business alike. Savings rates are at multi-decade […]
Podcasts
INVESTMENT WARS: WILL THE US HAVE A SHALLOW RECESSION?
Debate: “Will the US Have a Shallow Recession?” Featuring: Jack Janasiewicz, CFA, Portfolio Manager and Lead Portfolio Strategist for Natixis Investment Managers Solutions. Sticky inflation, a hawkish Fed that is keeping interest rates high, placing increasing pressure on borrowers, a concerning global geo-political environment. These are concerns for the economy, not to mention an inverted […]
INVESTMENT WARS: CHINA IN TRANSITION – WILL THE CHINESE CONSUMER AND CAPITAL SPEND DRIVEN INNOVATION PROPEL CHINA FORWARD?
Debate: “China in Transition: Will the Chinese Consumer and Capital Spend Driven Innovation Propel China Forward?” Featuring: Malcolm Dorson, Head of Emerging Markets Strategy and a Senior Portfolio Manager at Global X and Scott Helfstein, a PHD who is Head of Thematic Solutions at Global X. China is in a transition: On one hand, declining […]
INVESTMENT WARS: CHINA, INNOVATION AND YIELD CURVE TEASER
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 […]
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 […]