Investment gurus

MMT is coming, the US dollar is here to stay, and “value” investing is dead: an interview with Dylan Grice

Dylan Grice

John Stepek talks to Dylan Grice about everything from inflation, MMT and he US dollar to the Bull market in “duration” and the future of the financial system.

Howard Marks: don't rule out negative interest rates in the US

Current conditions in the US don’t call for negative interest rates. But that doesn’t rule them out, says Howard Marks, founder of Oaktree Capital Management.

The death of value investing and the road to an era of inflation

Warren Buffett © SAUL LOEB/AFP via Getty Images)

John Stepek talks to Dylan Grice, co-founder of Calderwood Capital, about inflation, duration and the “death” of value.

Bill Gross: the danger for markets of ever-lower interest rates

Bill Gross – the billionaire co-founder of giant asset manager Pimco, is worried about the effect long-term low interest rates are having on the markets.

Gervais Williams: how will we get out of a recession?

We’ve endured plenty of recessions before. But the problem this time is that central banks don’t have much room to cut interest rates, says Gervais Williams.

Robert Shiller: we could talk ourselves into a crisis

House for sale in California © David McNew/Getty Images

Robert Shiller, the Yale economics professor and winner of the Nobel Memorial prize, believes “stories” can affect economics.

David Rosenberg: don't believe the Fed

The US Federal Reserve isn’t expecting a recession. But the, it never does, says David Rosenberg of Gluskin Sheff. Even when one is just around the corner.

Ray Dalio: back to the 1930s

In economic and political terms, today’s environment has a lot in common with the late 1930s, warns Ray Dalio, founder and co-chief investment officer of Bridgewater Associates, the world’s biggest hedge fund.

Lord Rothschild: stocks could be on thin ice

Lord Rothschild © Getty images

Can firms maintain their currently high levels of profits against this backdrop? Lord Rothschild is sceptical.

Howard Marks: there's sanity in stocks

Howard Marks © Getty images

Distressed debt investor and author Howard Marks thinks US stocks have further to run.

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