The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot
Grant Williams explains the “hundred year pivot”, how declining trust reshaping money and markets, and portfolio implications across currencies, commodities, […]
Grant Williams explains the “hundred year pivot”, how declining trust reshaping money and markets, and portfolio implications across currencies, commodities, […]
Richard Bernstein discusses market speculation extremes, sentiment and positioning, and how investors can manage risk in late-cycle environments.
Mayer & Hagstrom discuss factor investing, portfolio construction, and how investors can manage expectations through different market cycles.
Professor Damodaran covers his investing philosophy, asset allocation, position sizing rules, lifecycle diversification, and the lessons he’s learned from decades
Bernstein covers market concentration, the impact of tariffs on the US economy, and why the current environment calls for a
Former Citadel and Millennium PM Mike Taylor explains what makes a successful investor, his portfolio construction process, and why he
Rasmussen covers a few topics, including U.S. market outperformance since the GFC, the set up for stocks in Japan &
Williams and Hunt discuss how trust, or lack thereof, shapes both political and market narratives and how “number go up”
Prof. Damodaran discusses the importance of wealth preservation, blending academic rigor with practical insights and the dangers of performance chasing.
Jason Buck explaining why the impressive historical returns of the US stock market may be an outlier, the importance of