logo
episode-header-image
Feb 2019
59m 11s

William Blair's Singer: With market trou...

CHUCK JAFFE
About this episode

Brian Singer, head of the dynamic allocation strategies team at  William Blair  Co., said that fundamentals are going to re-assert themselves on asset prices, noting that when central banks around the world are tightening, value tends to be in favor. Singer also said that emerging markets are perhaps the best value and have the most potential return right now, and urged investors to consider emerging-markets equity. That was directly on point with the ETF of the Week, where Tom Lydon of ETFTrends.com picked a specialized emerging-markets fund  -- the XSOE -- because it is trending now. Also on the show, Matt Hougan of Bitwise Investments discussed JP Morgan's plan to introduce its own cryptocurrency, and George Putnam III of The Turnaround Letter talked stocks in the Market Call. 

Up next
Today
Looking at the future of the energy sector, bitcoin mining, 'Trump accounts' and more
It's a wide-ranging show today, with Ben Cook, portfolio manager for the Hennessy Energy Transition and Hennessy Mid-Stream funds, giving his latest take on the energy sector, noting that the industry is well-positioned to at least not be hurt while tariff policies play out, even ... Show More
1h 1m
Yesterday
KraneShares' Ahern on the impact of a 'likely' U.S.-China trade deal
Brendan Ahern, chief investment officer at KraneShares and the author of the China Last Night blog, says that the government of China is "doing the things that Trump wants them to be doing" for domestic policy purposes, which is why he sees the signs of a U.S.-China trade deal in ... Show More
59m 34s
Jul 8
Sage's Williams: Worst case is off the table, but the market has potholes ahead
Rob Williams, chief investment strategist at Sage Advisory Services, says the economy and market have moved off of potential worst-case scenarios into "this manageable camp," where it must get through potholes and uncertainty as the economy "flirts with stall speed" in growth. St ... Show More
59m 32s
Recommended Episodes
Aug 2022
Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22
CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ... Show More
28m 50s
May 2022
Finding momentum in a down market
CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what ... Show More
26m 56s
May 2022
Bull Market Rhymes
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundament ... Show More
44m 24s
May 2018
Brian Singer - “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect" | #106
In Episode 106 we welcome market vet, Brian Singer. Meb dives right now, asking Brian for his general approach to the markets. Brian tells us it’s fundamental in nature. They look at about 100 different asset markets, trading the broad markets rather than individual equities or b ... Show More
1h 9m
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF and i ... Show More
45m 6s
Jul 2023
Markets dominated by central banks
After the US Federal Reserve raised interest rates by a quarter of a percentage point and the European Central Bank followed suit, it was the Bank of Japan’s turn to announce its policy decisions this morning. While leaving its monetary policy unchanged, it signalled a loosening ... Show More
15m 42s
Sep 2023
Cameron Dawson, Chief Investment Officer, NewEdge Wealth
An undergrad econ major, Cameron Dawson got hooked on markets early, taking a class on securities and portfolio analysis in Business School which set her down the path of market study. She broke into the business as an industrials analyst on the buy-side, time that gave her an op ... Show More
53m 4s
Nov 2022
Private Markets: Uncertainty in the Golden Age
Over the last decade private markets have outperformed versus public markets, but given the recent public market volatility, will private markets continue to attract investors? Head of Brokers, Asset Managers, and the Exchanges Team Mike Cyprys and Head of European Asset Managers ... Show More
6m 48s
Jul 2023
Liquidity Matters: Katie Martin, Financial Times
A regional banks crisis. A recession that always seems just around the corner. And inflation figures that refuse to budge. It’s no wonder that many investors and allocators are stepping back from taking major macro positions, keeping their powder dry, or only making highly select ... Show More
29m 37s
Apr 2022
Retail Investing, Pt. 1: International Exposure
With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa S ... Show More
8m 45s