Video
Just Markets
A conversation with DoubleLine’s Jeffery Gundlach at the Litman Gregory Investment Forum. MORE
BUILDING A “SLOW-THINKING” TEAM
Drawing off Adam Smith’s the Wealth of Nations and the work of Nobel prize winner Danny Kahneman, Scott Minerd was the main architect of Guggenheim’s “slow-thinking” team approach.
INDIAN SUMMER
Guggenheim’s Scott Minerd likens the current market environment to an indian summer. A return of warm weather right before winter common in the Northeast: It usually comes late … and it’s relatively short-lived.
CORPORATE AMERICA: GROUND ZERO OF THE NEXT CRISIS
Overleveraged corporate America and the corporate bond market will be the ground zero of the next financial crisis according to Guggenheim’s Scott Minerd.
THE FED: THE ONLY GAME IN TOWN?
Scott Minerd: “The source of, and solution to, every financial crisis is the central bank.”
AVOIDING THE DEATH SPIRAL
Guggenheim’s Scott Minerd says all you have to do is look back to 1930 and the Smoot-Hawley Tariff Act to see how a tit-for-tat trade war can escalate into a “death spiral.”
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Video
Equity Income Alternatives
Greg Mason of Ares Management joins Litman Gregory’s Jason Steuerwalt for a discussion during the Investment Forum. MORE