Interview with Advisor Perspectives

I was interviewed by terrific Robert Huebscher at Advisor Perspectives.  We've revisited my range-bound markets thesis, possible economic scenarios for our economy, and discussed global economy including Europe, Russia, Middle East, and of course China.

Interview with Advisor Perspectives

I was interviewed by terrific Robert Huebscher at Advisor Perspectives.  We’ve revisited my range-bound markets thesis, possible economic scenarios for our economy, and discussed global economy including Europe, Russia, Middle East, and of course China.   Here is a link to the interview.

Robert also interviewed me awhile back, we discussed range-bound thesis in great detail.  Here is a link to the interview

Please read the following important disclosure here.

Related Articles

2024 IMA Annual Client Meetings

From Twinkies to Rolexes (IMA Client Dinner 2024 Video)

Once a year, we host what the IMA team gently calls “client appreciation week.” This week is very special to me, as I get to meet people who have entrusted their life savings to us. 

Cable Stocks Keep Getting Punched in the Mouth

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.

My Appearance on John Oliver’s Last Week Tonight (Kind of)

This past Sunday, I received a text from a friend who told me he saw me on John Oliver's "Last Week Tonight" show on HBO.
No Shortcuts to Greatness The Path to Successful Investing

No Shortcuts to Greatness: The Path to Successful Investing

One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works.

Leave a Comment