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Nov 2023
54m 48s

Election year effects will stave off rec...

CHUCK JAFFE
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Today
Aberdeen's Gilhooly on whether the first shots of war were a buying signal
Robert Gilhooly, senior emerging markets economist at Aberdeen Investments, discusses the adage that the first shots of war are a time to be buying investments, and he says investors might want to take more of a wait-and-see approach, at least until they get more clarity on how t ... Show More
59m 58s
Yesterday
BlackRock's Jacobs: Current events aren't disrupting long-term investing themes
Jay Jacobs, U.S. head of equity ETFs at BlackRock, says that the artificial-intelligence revolution has delivered massive spending, but not at levels that have been spent relative to gross domestic product, during other generational shifts like the introduction of the automobile. ... Show More
1 h
Mar 11
Value manager Smead: 'This is one of the most overvalued markets in U.S. history'
Bill Smead, manager of the Smead Value fund, says that by nearly every indicator, the stock market is at valuation levels seldom seen in American history, with the Standard & Poor's 500 trading "at more than 220% of GDP, the most dangerous number, virtually, we have ever seen." T ... Show More
57m 41s
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