BlackRock Geopolitical Risk Indicator for Global Trade Tensions The recent decline of the indicator suggests that investors may be more complacent about the risk and impact of trade conflicts. Source: BlackRock Investment Institute – Global Investment Outlook Q2 2019
The Value vs. Growth Differential Has Never Been So Extreme The Value vs. Growth differential has never been so extreme, even during the Great Depression and the Dotcom bubble. Chasing growth usually ends badly! Image: Woodford Investment Management Ltd
The Average American Investor Still Underperforms the Market Over the Long Term This is usually due to emotional biases, herding effect, lack of diversification, panic selling,… Most investors buy high and sell low at the wrong time. That’s the reason why using our formidable decision support tools will empower yourself to make much better investment…
Leveraged loans pose risks as corporate debt increases A leveraged loan is debt issued by a company that has below investment grade credit ratings and a considerable amount of debt with high interest rates. In this video, Brian Cheung of Yahoo Finance, explains why leveraged loans pose risks as corporate debt increases.
Financial Crisis Survival Lessons: Beats Market & Peers Since Bottom (Ariel Fund) Charles Bobrinskoy at Ariel Investments, has a patient and long-term value approach. He says: “the best time to buy is when people are panicking and scared. You have to be greedy when others are fearful. This is very hard to do, but this…
Should Investors Trust Markets or Economic Data? Nancy Tengler, Butcher Joseph Chief Investment Strategist, and Brian Levitt, Oppenheimer senior investment strategist, discuss the economic data. They are mixed, but that’s good news. Equities are going higher and investors should have FOMO (Fear of Missing Out).
Investing in Volatile Markets Mike Novogratz (CEO of Galaxy Digital), Joshua Harris (Co-Founder of Apollo Global Management), Amanda Staveley (CEO of PCP Capital Partners) and Todd Boehly (CEO of Eldridge Industries) discuss how to invest in volatile global markets and identify attractive risk-adjusted investments. https://www.youtube.com/watch?v=-E5kjT9vgj0
Mohnish Pabrai – The Three Basic Attributes of Successful Investor Mohnish Pabrai talks about the different mental models behind the investment in Coca-Cola made by Warren Buffett and Charlie Munger. According to Mohnish Pabrai, to be a successful you should be: patience, decisiveness and being different from the crowd. https://www.youtube.com/watch?v=sOphHHnfKfA
Watch CNBC’s full interview with iconic investor Warren Buffett Warren Buffett, one of the greatest value investors of all time, is the CEO of Berkshire Hathaway. He speaks about his investment strategy with Becky Quick on CNBC. https://www.youtube.com/watch?v=Pqc56crs56s
The Kiril Sokoloff Interviews: Stanley F. Druckenmiller Stanley F. Druckenmiller, founder of Duquesne Capital, speaks with Kiril Sokoloff about life, the current stock market, the FED, his investments, populism, globalization, China, algorithms, and how he would like to be remembered. https://www.youtube.com/watch?v=G-MlrpoMig0