Jun 26, 2020
Find out how their culture of open communications has served Kestra Financial throughout the Covid-19 pandemic and how the best practices that emerged during this time will shape how they operate even after the current crisis subsides.
Jun 24, 2020
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Evermore Global Advisors is an opportunistic, global, special-situation investor. It employs a fundamental, bottom-up approach to investing. It focuses on complex, misunderstood and under-researched companies around the world that can be purchased for substantially less than their intrinsic values, and... |
Jun 22, 2020
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Stephanie Kelton’s much-awaited book, The Deficit Myth, is now available. In it, she makes the case for modern monetary theory – or MMT – as the paradigm to guide our fiscal policies. This book is exceptionally relevant, as we have seen several trillion dollars added to the federal deficit and a broad... |
Jun 8, 2020
Most advisors get exposure to China through a broad emerging market mandate. But that exposure is typically weighted to large-cap companies and what my guest today would call “stagnant, old economy” sectors such as financials. In response, many are rethinking their approach to investing in China in order to...
Jun 5, 2020
This morning we learned that 2.5 million jobs were added in May, and that the unemployment rate fell from 14.7% to 13.3%. That was a surprise to virtually all economic forecasters. That has led some to conclude that this recession, which has not been officially declared, may turn out to be the shortest on record.