Monday, Jul 10, 2023
Kevin Crain
head of retirement research and insights for retirement/personal wealth solutions group, Bank of America
The Survey Said
On Twitter: @kfcrain
Links: bankofamerica.com; newsroom.bankofamerica.com/content/newsroom/press-releases/2023/06/bofa-data-finds-men-s-average-401-k--account-balance-exceeds-wom.html
Friday, Jul 07, 2023
Paul Gruenwald
chief economist, S&P Global Ratings
The Big Interview
On Twitter: @SPGlobal Ratings; @PaulGruenwald1
Links: spglobal.com
Friday, Jul 07, 2023
Kimberly Flynn
managing director, alternative investments, XA Investments
The NAVigator
On Twitter: @XAInvestments
On LinkedIn: linkedin.com/company/xa-investments-llc/
Links: xainvestments.com
Friday, Jul 07, 2023
David Barse
founder/chief executive officer, XOUT Capital
Money Life Market Call
On Twitter: @XoutCapital; @BarseXOut
Tickers Discussed :DIS, AMZN, AAPL, NVDA; during 'Quick and Dirty:' XOM, CSCO, ADBE, CL, PEP
Links: xoutcapital.com
Thursday, Jul 06, 2023
David Hay
co-chief investment officer, Evergreen Gavekal
The Big Interview
On Twitter: @Haymaker_0
On LinkedIn: linkedin.com/in/davidhayevergreencapital
Thursday, Jul 06, 2023
Catherine Collinson
president, Transamerica Center for Retirement Studies
The Survey Said
On Twitter: @Cath_Collinson; @TCRStudies
Links: transamericacenter.org; transamericainstitute.org/docs/default-source/research/post-pandemic-retirement-realities-multigenerational-workforce-report-july-2023.pdf
Thursday, Jul 06, 2023
William Smead
manager, Smead Value (SMVLX)
Money Life Market Call
On Twitter: @smeadcap
Tickers Discussed :OXY, SBUX, CAN, DIS; during 'Quick and Dirty:' OVV, AMGN, WFG, AAPL, MSFT
Links: smeadcap.com
Wednesday, Jul 05, 2023
Cassandra Rupp
financial advisor, Vanguard
The Survey Said
On Twitter: @Vanguard_Group
On LinkedIn: linkedin.com/in/cassandra-rupp-cfp%C2%AE-401235113/
Links: vanguard.com; corporate.vanguard.com/content/dam/corp/articles/pdf/529_iri_infographic.pdf
Wednesday, Jul 05, 2023
Zachary Karabell
president, RiverTwice Capital; founder of The Progress Network
The Big Interview
On Twitter: @zacharykarabell
Wednesday, Jul 05, 2023
Andy Braun
portfolio manager, Impax Large Cap (PAXLX)
Money Life Market Call
On Twitter: @ImpaxAM
Tickers Discussed :CVS, BAX; during 'Quick and Dirty:' TT, DIS, VRTX, CFG, WY
Links: impaxam.com