| Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC Imagine bringing together the greatest investors of our age—people like Stan Druckenmiller, Ray Dalio of Bridgewater, Larry Fink of BlackRock, real estate investor Sam Zell, and Seth Klarman of Baupost—and ask them just one question: how to invest. That’s exactly what David Rubenstein has done in his new, best-selling book, “How to Invest: Masters on the Craft.” David is the co-founder and co-chairman of The Carlyle Group, a private equity firm that manages $325 billion from 26 offices around the world. In this week’s edition, we discussed: ● Key factors that helped set up great investors for success ● Is buy-and-hold making a comeback? ● Why education in financial literacy is lagging ● FTX: How this bankruptcy could spur the SEC to take a regulatory lead ● The greatest obstacle facing potential retirees in the coming years ● And more For more insights from the great investors of our time, read David’s new book, “How to Invest: Masters on the Craft”: https://www.amazon.com/How-Invest-David-M-Rubenstein/dp/1982190302 Video Time Stamps __________________________ 0:00 – Introduction 2:42 – Key factors that set up investors for long-term success 5:18 – Has buy-and-hold gone out of fashion or is it making a comeback? 9:46 – FTX: The likely regulatory blowback 13:37 – Why financial education is more important now than ever 15:16 – Why the financial sector will continue to attract top-shelf talent 17:54 – The obstacles facing future retirees 20:04 – Jim Baker’s 5P formula for investing success |
You Might Also Like
Pro Investor: “The Bear Market Ended in June”
2022-12-02
Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC
You can buy low and sell high. You can make money no matter what the markets doing. These ideas sound so simple and so easy to implement, yet for most investors, these ideas are next to impossible to achieve.
And yet this is exactly what Milton Berg, CFA, CEO, and chief investment strategist of MB Advisors, has done for his entire career. He brings decades of trading and market timing experience to our discussion. He’s worked with the biggest names in the hedge fund world, including Soros, Druckenmiller, and Steinhardt. This conversation will challenge some of your long-held views on what drives the
2023 Stagflation Scenarios… and 3 Sectors to Own Now
2022-10-28
Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC
This week, I spoke with Vincent Deluard, director of global macro at StoneX, an institutional financial services network.
In this edition, you’ll hear Vincent and me discuss…
● The trifecta of trends that caused the current inflationary environment
● Why an economic slowdown won’t cure inflation
● The three sectors every investor should own today
If you want more of Vincent Deluard’s excellent research, sign up for a free trial to his StoneX reports: https://marketintel.intlfcstone.com/MIPublic/Landing.
You can also follow him on Twitter at https://twitter.com/VincentDeluard.
Real Estate Expert: Mortgage Rates Heading Below 5%
2022-10-14
Want a transcript? Sign up for our free weekly e-letter and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC
This week, I spoke with real estate and mortgage expert Barry Habib, founder and CEO of MBS Highway.
In this edition, you’ll hear Barry and me discuss:
• From seller’s to buyer’s market: Why mortgage rates will drop to below 5% in the next 6 months
• What is the Fed doing with those mortgage-backed securities?
• Why home inventories are vastly overestimated… and what that means for you
• The best financing strategies for first-time homebuyers
• How to make 300%+ in less than a decade with real estate
To learn more about Barry Habib and his work, visit the MBS Highway website: https://mbshighway.com
Putin’s next move in Ukraine… | Global Macro Update
2022-09-23
George Friedman, founder and chairman of Geopolitical Futures, and I discuss Russia’s likely next steps in the war, Russia’s diminished stance in the international community, and the probability that Putin will resort to nuclear weapons.
In this edition, you’ll hear:
● What Russia’s most likely to do next
● Would Putin really use tactical nuclear weapons?
● How Russia’s historically poor logistics could affect the war
● Why Putin’s partial mobilization could backfire…
● Why the West should fear the potential disintegration of the Russian Federation
To get more of George Friedman’s amazing geopolitical strategy and analysis, check out his website: https://geopoliticalfutures.com/welcome/
———————————————————————————————
Fed Policy and Monetary Velocity with Dr. Lacy Hunt – Global Macro Update
2022-09-16
This week I spoke with Dr. Lacy Hunt, executive vice president of Hoisington Asset Management and author of both “A Time to Be Rich” and “Dynamics of Forecasting: Financial Cycles,Theory and Techniques.”
We discussed the consequences of the Federal Reserve’s actions, the impact of higher interest rates, and the durability of inflation.
In this edition you’ll hear Lacy and I discuss:
– How the Fed’s slow shift from “lender of last resort” to “spender of first resort” could have far-reaching consequences for the economy…
– Why the Fed’s greatest policy obligation moving forward should favor modest- and moderate-income households…
– What increased housing prices means for the cost of living in other areas of the economy…
– Why despite economic resilience there is still “significant
The gates of hell???—Global Macro Update
2022-08-26
The gates of hell??? – Global Macro Update
Today I spoke with Louis Gave, CEO of Gavekal Research. We discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond.
In this edition you’ll hear Louis and me discuss:
– Why Europe could be heading into a serious political crisis over the next 6 months…
– Why inflation is highly unlikely to return to 2%…
– Why parts of the world are quietly de-dollarizing and what that means for the USD…
– How increasingly constrained fiscal policy and misguided energy policies could deliver us to “the gates of hell”…
– Why the Fed’s quantitative tightening has been so underwhelming…
– What surprising two sectors could become the new antifragile assets in investor
The Unknown Future of Food Prices – Global Macro Update
2022-07-29
Today I spoke with economist and agriculture expert Dan Basse of AgResource. The discussion was more than I expected—the US and the world are facing serious food security issues.
Tags: Featured
