Top Traders Unplugged – Larry Siegel – Ideas Lab Series
Recorded July 13th, 2022
Charles Gave Asks What Kind of Monetary Regime We’re In
Are we in a Wicksellian or a Keynesian monetary regime? No, I’m not speaking a foreign language. Charles Gave, the legendary French investment manager, consultant, and onetime co-founder (with Hugh Eaton) of Cursitor-Eaton Asset Management, bases his macro forecasts and thus his investment strategy on the type of monetary and fiscal regime we’re in. According to Gave, there are two …
Save the Children (and Your Investments) From Apocalyptic Thinking
Matthias Knab, the founder of Opalesque, an alternative investment news source, hosts a video interview on why apocalyptic thinking is usually wrong. With Laurence B. Siegel, David S. Rose, and Ric Edelman.
The Election, Presidential Policy and Your Portfolio
Lido Consulting’s 15th Annual Family Office Investment Symposium November 19, 2020 Interviewed by Gina Sanchez Video of Podcast
Conversations with Frank Fabozzi
Conversations with Frank Fabozzi is a fortnightly series of interviews with leading investment thinkers and practitioners conducted by Frank J. Fabozzi, editor of The Journal of Portfolio Management and a prominent Yale professor and author. Conducted in an informal and personal manner, Frank discusses what lessons his interviewees have learned from their experiences in the financial markets and any key …
After 70 Years of Fruitful Research, Why Is There Still a Retirement Crisis?
Even in 1797, the 22-year-old author Jane Austen, patron saint of annuitants, understood why issuers of lifelong income promises might be unhappy about their side of the deal and why beneficiaries of such income guarantees are presumably happier. Austen understood time risk and longevity risk—the principal risks that individuals saving for retirement should be concerned about—better than most of today’s …