During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed Distorted The Housing Market For A Generation. Here’s an excerpt from the episode: Rudy: So, lower rates are not necessarily the answer. Now, in 2020, they threw what, $5 trillion or something. I mean, they were buying $500 … Read More
Why Leon Cooperman Says It’s a Stock Picker’s Market Again
“We’ve had a very conservative view and we continue to have a very conservative view. I don’t see the conditions that would suggest the market is attractively valued.” In a wide-ranging conversation with Bloomberg Television, Leon Cooperman, the billionaire investor made it clear that his cautious stance on equities hasn’t … Read More
Howard Marks: FOMO vs. Fundamentals
Howard Marks has this gift for cutting through the noise. At Global Alts Miami 2025, he didn’t come with a market prediction or some flashy hot take on tech. In fact, when asked about Nvidia’s big 16% drop thanks to a new Chinese chatbot, he shrugged and said, “I don’t … Read More
Ray Dalio: Smart Investment Strategies for 2025
In this interview with the All-In Podcast, Ray Dalio explains how investors often focus on buying great companies but overlook the importance of pricing, which can turn a great company into a poor investment if it’s overpriced. This is particularly concerning in a high-interest-rate environment, reminiscent of the late 1990s … Read More
Jeremy Grantham: System-Wide Financial Pain Ahead
In this interview with Rosenberg, Jeremy Grantham discusses the severe financial risks stemming from unprecedented debt levels and rising interest rates. He highlights $600 billion in unrealized banking losses and trillions of dollars in system-wide pain, with more likely to come. Grantham warns that devaluing multiple asset classes, such as … Read More