logo
episode-header-image
May 2022
56m 48s

Causeway's Ketterer: 'This could be at t...

CHUCK JAFFE
About this episode

In a bonus interview from Money Life at Morningstar, Sarah Ketterer -- chief executive officer at Causeway Capital Management -- warns investors against turning paper losses into real ones, sticking with what has been working or what still has the potential to pan out that an investor saw when they made their purchase, though she acknowledges that playing with a portfolio on the margins and making moderate changes can help weather the storm and take advantage of the inevitable rebound. After that, Money Life returns to its normal programming, with Duncan Farley of the Destra International Event Driven Credit Fund discussing market opportunities now being created by today's troubling market conditions and how that has led his fund to positive performance at a time when almost all traditional funds are down. Also, Regina Conway, consumer expert at Slickdeals, discusses consumer regrets from online shopping, and Jenny Xia Spradling, co-chief executive officer, at FreeWill discusses how evolutions in investing -- most notably cryptocurrencies -- are impacting estate planning.

Up next
Yesterday
ViewRight's Randazzo: Market signals 'point to strength' that can roll on long-term
Vincent Randazzo, founder and chief market strategist at ViewRight Advisors, says that while the stock market appears overbought in the short-term — and may need some time to get through it — the longer-term indicators are bullish, and suggest that the rally that has been in plac ... Show More
1 h
Jul 10
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
Jul 9
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
Recommended Episodes
Jun 2022
Investing with Advent International’s Tricia Glynn
Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman Sachs: Great Investors, we speak with the world’s most respected investors about the ... Show More
26m 34s
Dec 2023
Nancy Tengler, CEO and CIO, Laffer Tengler Investments
It was once said that we are “the sum total of our experiences”. In the world of investing, this rings especially true. For Nancy Tengler, the CIO of Laffer Tengler Investments, a career in money management that has spanned more than 3 decades has presented real world challenges ... Show More
49m 31s
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
Oct 2021
How a Top Stock Picker Sees the Market Right Now
Stephanie Link, the Chief Investment Strategist of Hightower Advisors, joins the Express to identify where she sees the greatest opportunities and risks in the stock market right now. Plus, what's behind the recent surge in commodity prices, and brace yourselves for another wave ... Show More
29m 42s
May 2020
From $17k/mo to $200k/mo: The Newest Company I'm Investing In
Investing capital into a business can be the fastest path to growth... if that business is already healthy and profitable. It helps when that business has an audience of incredibly loyal buyers like Courtney Lee's Prymal brand that sells healthy coffee creamers. On this episode w ... Show More
50m 43s
Aug 2022
Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]
My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators Compound Capital. In many ways this conversation continues where that one left off. ... Show More
1 h
May 2024
S2E36: How to Invest in 2024
In this episode of the Rich Dad Stockcast, guest host Andy Tanner interviews Corey Halliday, the chief risk manager at the Cashflow Academy, about the intriguing dynamics of stock and options trading, especially in a volatile economic landscape. Tanner and Halliday dive into the ... Show More
32m 45s
May 2023
Making Cash vs Preserving Money
If you like to tinker with your investments, then it’s tough to beat the market over a long period of time. John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Soluti ... Show More
26m 9s
May 2024
‘Sell in May’ and other investing superstitions
This week -  can there really be any truth to the old city adage - Sell in May and go away, don’t come back till St Leger’s day’? If you think there is then you’ll be looking to get out of the market about now - but do the numbers back up that decision? We’ll be looking at ‘sell ... Show More
14m 30s
Feb 2023
Stocks for the Long Run
If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selli ... Show More
30m 57s