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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Wealthtrack - Weekly Investment Show

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Comments

  • Re: Small Cap Funds...I've been buying DSCPX lately. I own both of the Bridgeway Small Cap Funds in two separate accounts. Other SC funds I own MSCFX, BCSIX...
  • Oct 23rd Episode:


  • edited October 24
    Any insights from this week’s wealth track or is it good?
  • beebee
    edited October 30
    delete
  • Full Episode Oct 30, 2021:


  • Nov 6th Episode:


  • edited November 9
    Don’t know when Micheal Kass’s interview was made. Seemed to be dated and overly bullish on China in light of what is happening this year. Good insight in November’s commentaries from Professor Snowball and Lynn Bolin.
  • edited November 9
    The Bob Doll interview left me feeling that he's an expert at waffling. I'm all for faith and values, as long as we're not including fundamentalism. She tried to get him to be more specific, and he would not go there. Which "family values?" Ork? Evangelical stuff? Liberal stuff? Jewish stuff? Buddhist stuff? Shinto stuff? How do you make Crossmark DISTINCT, then?

    Doll has a great reputation. But I wouldn't go near Crossmark.
    I wouldn't go near the Timothy Funds, either, but they sound a lot more definite as to what they are about.
    https://timothyplan.com/our-funds/summaries.php

  • Waffling is a nice way to say being evasive . I got the same feeling that Doll talked around the subject without giving details on his strategies. One thing for sure that performance does not guarantee future outcomes.
  • beebee
    edited November 13
    Nov 13 Episode:

    "Middle America is the new Emerging Market"




  • edited November 13
    Good episode; especially good for some counterpoints to conventional wisdom. Nancy L. is one of the macro guests of Consuelo's I most look forward to hearing.

    I was surprised by the capex figures she cites, and others may be surprised by the inflation and rate outlook. If she's pretty much right on the overall thesis, it sure seems positive for the U.S.
  • edited November 13
    Ms. Lazar definitely thinks outside the box.
    Her capex and inflation projections surprised me.
    Time will tell whether this comes to fruition, but her thesis is thought-provoking nonetheless.
  • Very insightful for sure. I went back to view her YouTube interviews in the last 10 years and they are consistently informative. Toward the end she picked Cathy Woods’s ETF, AKKK as an example of innovation that drive this economy.
  • edited November 15
    Yes, that was a good interview.
  • I think Nancy picked ARKK when asked to share an investing idea that reflects her prognosis. She obviously was reacting to the question. I am inferring her answer to mean the category “US mid cap growth funds” and let listeners figure out which fund in that category suits their temperament.
  • She mentioned US manufacturing companies located in midwest region. That could be many…
  • beebee
    edited November 20
  • edited November 21
    This week’s guest manages SBLGX
  • Nov 27th Episode:


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