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.
Sarah Ketterer. Always ready to listen to her. Makes me listen closely. Peter Kraus, as well. SOME of the conversation hinted that the Fed may have to bump-up rates beyond what anyone figures is to be expected. Or, maybe rates will rise to such a point in response to conditions down the line. SIX percent? I always figured it could become reality.
29 Sept, '23: Great guests today. Rebecca Patterson, Purnima Puri. Both certainly had their "stuff" together. Engaging, interesting, smart. They certainly project a level of expertise that one could trust. (Patterson retired? Or just moved on from Bridgewater?) https://www.bloomberg.com/news/videos/2023-09-30/wall-street-week-09-29-2023
Dr. Michael Spence (Nobel Laureate) of Stanford Graduate School of Business is most interesting on the subject of AI. Raises the question … ”Will humans will be replaced by AI?”
Dan Senor's book on the Israeli economy. Timely? Or shameless plug--- for the book and for Israel? No one's talking about Palestine's economy, ARE they? It's been strangled by... you know. Anyhow, Dan was interesting and said pretty much what I'd have expected.
Hate to say it, but mostly a plug for his new ETF.
OK - Some insights into the trend away from mutual funds into ETFs and how the investment processes differ somewhat, but you had to listen hard to catch it.
Comments
https://www.bloomberg.com/news/videos/2023-07-29/wall-street-week-07-28-2023-video
https://www.bloomberg.com/news/videos/2023-08-04/wall-street-week-08-04-2023
https://www.bloomberg.com/news/videos/2023-08-12/wall-street-week-08-11-2023
https://www.bloomberg.com/news/videos/2023-08-19/wall-street-week-08-18-2023
https://www.bloomberg.com/news/videos/2023-08-26/wall-street-week-08-25-2023-video
https://www.bloomberg.com/news/videos/2023-09-01/wall-street-week-09-01-23-video
https://www.bloomberg.com/news/videos/2023-09-08/wall-street-week-09-08-2023
https://www.bloomberg.com/news/videos/2023-09-16/wall-street-week-09-15-2023
Melissa Kearney telling it like it is.
https://www.bloomberg.com/news/videos/2023-09-22/wall-street-week-09-22-2023-video.
Sarah Ketterer. Always ready to listen to her. Makes me listen closely. Peter Kraus, as well. SOME of the conversation hinted that the Fed may have to bump-up rates beyond what anyone figures is to be expected. Or, maybe rates will rise to such a point in response to conditions down the line. SIX percent? I always figured it could become reality.
https://www.bloomberg.com/news/videos/2023-09-30/wall-street-week-09-29-2023
https://www.bloomberg.com/news/videos/2023-10-14/wall-street-week-10-13-2023
https://www.bloomberg.com/news/videos/2023-10-21/wall-street-week-10-20-2023
https://www.bloomberg.com/news/videos/2023-10-28/wall-street-week-10-27-2023
https://www.bloomberg.com/news/videos/2023-11-03/wall-street-week-11-03-2023
https://www.bloomberg.com/news/videos/2023-11-11/wall-street-week-11-10-23-video
https://www.bloomberg.com/news/videos/2023-11-18/wall-street-week-11-17-2023-video
Dan Senor's book on the Israeli economy. Timely? Or shameless plug--- for the book and for Israel? No one's talking about Palestine's economy, ARE they? It's been strangled by... you know. Anyhow, Dan was interesting and said pretty much what I'd have expected.
08 december, '23.
https://www.bloomberg.com/news/videos/2023-12-09/wall-street-week-12-08-2023
https://www.bloomberg.com/news/videos/2023-12-16/wall-street-week-12-15-2023
OK - Some insights into the trend away from mutual funds into ETFs and how the investment processes differ somewhat, but you had to listen hard to catch it.
A selection of slices from guests throughout the year. A summary, looking back.
https://www.bloomberg.com/news/videos/2023-12-23/wall-street-week-12-22-2023
https://www.bloomberg.com/news/videos/2024-01-06/wall-street-week-01-05-2024
https://www.bloomberg.com/news/videos/2024-01-27/wall-street-week-01-26-2024
https://www.bloomberg.com/news/videos/2024-02-17/wall-street-week-02-16-2024
I'm afraid I'm not sharp enough to catch the intention of the host---David Westin--- mentioning very pointedly, a Roman Catholic something or other, at the very end... Fill me in?