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Jun 18, 2021

Eddy Vataru, portfolio manager for the Osterweis Total Return Fund, says that with the Federal Reserve acknowledging this week that higher rates are coming -- even if it's not for 18 months -- and working to manage inflation, it's clear that the central bank is starting to change its tune on stimulus and quantitative...


Jun 17, 2021

Doug Roberts, chief investment strategist for the Channel Capital Research Institute, says in the Big Interview that the Federal Reserve has made its plans clear, and that is that rates and inflation will rise in the next year or two, but they stopped short of any action that would make nervous investors leave...


Jun 16, 2021

Scott Wren, senior global market strategist at the Wells Fargo Investment Institute says that the big question dogging the market right now is whether the recent spike in inflation is transitory or longer lasting. He sees inflation staying high for most of the rest of 2021 before normalizing, meaning that the market's...


Jun 15, 2021

Duane McAllister, portfolio manager for the Baird Funds, says that the Federal Reserve is likely to sustain its inflation projections but says that he doesn't expect interest rates to spike as inflation goes up, citing strong international demand and other factors as keeping rates in check. Also on the show, Jim Welsh...


Jun 14, 2021

Peter Berezin, chief global strategist and director of research at BCA Research, discusses the "Crypto Impossibility Theorem' -- which states that cryptocurrencies will only be viable if they can offer a higher return than stocks, and why he believes that won't happen, and will lead to struggles that distract the market...