Jan 29, 2021

Long-time growth manager Sam Stewart of Seven Canyons Advisors says that the stock market is experiencing a lot of 'clear-air turbulence,' moving and reacting faster to things that average investors can't see, let alone react to. Coupled with stock prices that he says do not reflect the true growth rates of...

Jan 28, 2021

Longtime value manager Bill Nygren of the Oakmark Fund says that active management tends to shine 'when parts of the market go to extremes that aren't sustainable,' noting that he sees more sectors and companies at unsustainable levels than he has seen in his career. As a result, he expects value investing to extend its...

Jan 26, 2021

Willie Delwiche, investment analyst at All Star Charts, says that the people forecasting doom and gloom and saying the market has come too far, too fast have missed the point that the current market rally is so broad and so strong -- and being propelled by economic recovery and bolstered by low interest rates --...

Jan 25, 2021

Chris Manderfield joins Chuck to discuss KeyBank's 2020 Financial Resiliency Study, which showed that Americans have been building up emergency savings during the pandemic, with more than half of respondents saying they could immediately cover a $2,000 emergency, up sharply from a year ago and disagreeing with a...

Jan 22, 2021

It's a festival of optimism on today's show, as all of the guests are bullish on the market, or at least the little part of the market where they make their living. Michael Roomberg of Miller/Howard High Income Equity sees value stocks -- already on a run -- finding their long-term footing again once the pandemic ends,...