S11 E8: Goldman Sachs’ David J. Kostin on Profit Margins, Duration and ESG
David Kostin discusses profit margins and earnings expectations, how duration and rising rates affect equities, and what SPACs, ESG, and […]
David Kostin discusses profit margins and earnings expectations, how duration and rising rates affect equities, and what SPACs, ESG, and […]
James Grant discusses paradoxical market conditions, central banking and interest rates, and lessons from Walter Bagehot for modern monetary policy.
Terry Savage discusses personal finance fundamentals, navigating market uncertainty, and practical money management lessons for individual investors.
David Rosenberg discusses macroeconomic cycles, financial market risks, and his current outlook with DoubleLine’s Jeffrey Sherman and Samuel Lau.
DoubleLine’s Jeffrey Sherman, Samuel Lau and Jeffrey Mayberry review 2019 markets and share their 2020 outlook across equities and fixed
Robert Shiller discusses narrative economics, how viral stories influence markets, and new research in behavioral finance.
DoubleLine’s Brendt Stallings discusses U.S. equity market prospects, sector dynamics and valuations, and positioning considerations within a late-cycle environment.