During his recent interview with Bloomberg it’s clear that Professor Jeremy Siegel sees opportunity ahead. Despite headlines dominated by geopolitical risks and inflation fears, Siegel believes investors may be overlooking a powerful upward trend. “I think the tendency is definitely up, that the trend is up.” The recent ceasefire news … Read More
Bill Nygren’s Devil’s Advocate Rule: How to Avoid Costly Investing Mistakes
During his recent interview with the RWH Podcast, Bill Nygren dismisses the notion that value investing is obsolete, despite its decade-long underperformance. “The idea that value would be out of favor for a decade is something that was never something we envisioned back in the eighties or nineties,” he admits. … Read More
Steve Cohen on Markets, Risk, and the Best Opportunities
When Steve Cohen speaks, Wall Street listens. At a recent Goldman Sachs event, the hedge fund titan offered a rare look into his mindset. And while the times have changed, Cohen’s edge comes down to timeless principles — straight from the man himself. “My interest in the markets started really … Read More
Ken Griffin Reveals Biggest Threats to US Economy Right Now
Ken Griffin, the founder of Citadel, recently spoke at the Forbes Iconoclast Summit. His remarks on everything from tariffs to U.S. debt offer a rare glimpse into the mind of one of finance’s most influential figures. On the Trump administration’s tariff policies, Griffin was direct: “The administration’s attempts to use … Read More
Steve Cohen on Markets, Doubt, and Trusting Your Process
During his recent discussion with Jawad Mian at the 2025 Sohn Investment Conference in New York, Steve Cohen was asked, “Are we in a recession or not? Is this a bull market or a bear market?” His take is measured. “God, if you asked me that question a week ago, … Read More
David Einhorn’s Warning: Gold, Red Flags, and a Looming Crisis
David Einhorn, the founder of Greenlight Capital, recently sat down with CNBC to share his views on markets, gold, and the fiscal recklessness of Washington. His tone was filled with frustration and foreboding, peppered with the dry humor that’s made him a Wall Street icon. Let’s start with gold, a … Read More
Howard Marks on Tariffs, Market Risks & Opportunities
Howard Marks has navigated market cycles for decades, but his recent Bloomberg interview revealed even he finds today’s environment extraordinary. “This is the biggest change in the environment that I’ve seen probably in my career,” he says. The rapid shift from globalization to trade wars and tariffs has created unprecedented … Read More
Prem Watsa: Knowing When To Shift from Defense to Offense
I often reflect on my past investment predictions and decisions—what went right, what went wrong, and what I can learn going forward. As I looked back, I was reading the Fairfax Financial 2017 Letter, which included an observation Prem Watsa made in 2011: “The major risks for the economy would … Read More
Stan Druckenmiller: ‘Animal Spirits’ Are Back In Markets
In his recent interview with CNBC, Stan Druckenmiller discusses the current economic landscape, highlighting low unemployment (4%) and solid GDP growth (3%). He notes a shift from an anti-business administration to a more business-friendly one, leading to increased CEO confidence. While the economy appears strong in the short term, he … Read More