You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off.
(0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Optimism being suspended this earnings season - Why he's watching homebuilders, especially Lennar
(12:29) Travel spending is heating up! Could that mean a reboun ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
May 2019
Several experts say current downturn is a buying opportunity, but for different reasons
Karl Mills of Jurika, Mills and Kiefer said that Monday's losses should not have investors worried so long as they have properly adjusted their time horizons, and he said he expects most investors to realize down the line that whatever move the market is making now is forgotten s ... Show More
57m 40s
Sep 2022
E143 – Markets Take a Tumble
Following a red-hot inflation print earlier this week, many investors opted for an immediate sell-off, creating turbulence in the markets. In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, anticipate the Federal Reserve’s response. They ... Show More
34m 20s
May 2022
Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto
The world’s largest investors — insurers — are relatively optimistic about the investment landscape, despite rising concerns about inflation. In the latest episode of Exchanges at Goldman Sachs, Mike Siegel, global head of the insurance asset management and liquidity solutions bu ... Show More
18m 4s
Jan 2025
The Trading Floor: CPI Relief & Wall Street Rakes in Record Profits
In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ... Show More
29 m