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Master Class

Masterclass: Danielle DiMartino Booth Interviews Economics Guru Rosenberg

Bios:

David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin Sheff’s chief economist & strategist. Mr. Rosenberg was also chief North American economist at Bank of America Merrill Lynch in New York and prior thereto, he was a senior economist at BMO Nesbitt Burns and Bank of Nova Scotia. Mr. Rosenberg previously ranked first in economics in the Brendan Wood International Survey for Canada for seven straight years, was on the US Institutional Investor All American All Star Team for four years, and was ranked second overall in the 2008 survey.

Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm. She spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank of Dallas. Danielle left the Fed in 2015 to found Money Strong, LLC, an economic consulting firm and launched a weekly economic newsletter She is the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America. DiMartino Booth began her career in New York at Donaldson, Lufkin & Jenrette and Credit Suisse, where she worked fixed income and the public and private equity markets. Danielle earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

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Master Class

Jim Rogers: How to Be a Great Investor

If you want to become a master at something you must learn from the wisdom of others. You can do this by reading books and listening to interviews with elder investors like Jim Rogers, George Soros, Warren Buffett, Stanley Druckenmiller and Ray Dalio. Unfortunately, there are few investing pundits still making the media rounds who are in their 60s and 70s. However, it is critical to learn from senior investors because they’ve experienced market and economic conditions that most professionals today couldn’t even imagine.

Jim Rogers (born October 19, 1942) is an American investor and financial commentator based in Singapore. Rogers is the Chairman of Beeland Interests, Inc. He was the co-founder of the Quantum Fund and Soros Fund Management. He was also the creator of the Rogers International Commodities Index (RICI).

In 1970, Rogers joined investment bank Arnhold and S. Bleichroder, where he worked with George Soros.

In 1973, Soros and Rogers both left and founded the Quantum Fund. From 1970 to 1980, the portfolio gained 4200% while the S&P advanced about 47%. The Quantum Fund was one of the first truly global funds.

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Master Class

Lacy Hunt on ‘The End Game’

Below is a recent in-depth, rich interview with a market master:

Lacy Hunt (Hoisington Investment Management)

Bill and Grant welcome a man who is the absolute epitome of the phrase ‘a scholar and a gentleman’, Lacy Hunt, to The End Game.

The three discuss arguably one of the greatest trades of the century: Lacy and his partner, Van Hoisington’s 40-year bet on deflation.

Lacy talks about staying the course, the methodology they used to simplify their framework and what it might take for them to change tack after all this time.