If you're looking for a truly out-of-consensus view re the economy and markets, my interview with the <a href="https://www.tcw.com/About_TCW/Our_People/Bios/Komal_Sri-Kumar.aspx"TARGET="_blank"> <b><u>Chief Global Strategist and Chairman–Comprehensive Asset Allocation Committee for TCW</b></u></a> will not disappoint. The economic risks of a double dip (courtesy the slingshot effect), the uncertainty re the economic handoff (from government spending to sustainable private sector growth), and a stagflation (you read that correctly!) resistant portfolio mix are among the many interesting and challenging views expressed by my guest.
The length of the interview is 17 minutes 08 seconds.
Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click here.
04-09-2010 10:34 AM
Vinny Catalano, CFA