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Aug 28, 2018

The markets move around based on a lot more than what’s happening in our own backyard.

Geopolitics… and country-specific attitudes and policies… shape what happens in the investing world. Specifically, these factors shape what’s in your portfolio.

And no one knows that better than today’s guest, former...


Aug 20, 2018

Subtlety matters a lot in investing. Knowing what to look for—and learning how to spot it—can help you strategically position your portfolio for market changes.

Frank Curzio, CEO of Curzio Research, joins me today to talk about the changes he’s seeing in the market… changes that are leading him to take a more...


Aug 6, 2018

My guest today is Bill Fleckenstein, founder of Fleckenstein Capital.

Bill closed his short fund in 2009… near the bottom of the roaring bull market.

He seemed to be following the market wisdom of one of my former bosses, the legendary Marty Zweig. Marty famously said, “Don’t fight the Fed,” in reference to the...