Talking “Clash” on NPR – Full Audio

Here’s me and Tess Vigeland discussing my new book, Clash of the Financial Pundits, on NPR’s All Things Considered this weekend… Full interview transcript at the link below: In ‘Clash Of The Financial Pundits,’ Clarity For The Investor? (NPR) Check out the book on Amazon here: Clash of the Financial Pundits (Amazon)

SNL, Call My Agent.

Maybe this is just a total coincidence. I don’t know, you be the judge… Here’s my tweet a couple of days ago… Beyoncé breaks her silence on elevator incident: “Jay had a bug on him.” — Downtown Josh Brown (@ReformedBroker) May 15, 2014 and here is Saturday Night Live’s cold open from last night…   Fine,…

Reasons for the Bond Rally

I know, I know – Who cares about the reasons? Only Price Pays!  But still, as professional investors, understanding the reasons behind a trend is every bit as important as respecting the market action itself. I live and work in a world of pragmatic mediums, not ideologically pure extremes. Anyway, most of the market is baffled…

This Week on TRB

On set for CNBC’s Halftime Report, live from the SALT Conference at Bellagio Hotel in Las Vegas. Photo via Nick Dunn. Here were the most read posts on TRB this week, in case you missed them: Martin Zweig’s stock forecast is stuff of legend (New York Post) The 25 Most Socially Influential Advisors Things you don’t want…

Things you don’t want to see

This week at the SALT Conference, I’ve had the opportunity this week to speak with some of the smartest, most well-connected investors in the country – credit guys, long-short equities people, analysts, traders and on and on. I won’t name drop, but suffice it to say there’s probably a trillion dollars under management represented here…

The Apotheosis of David Tepper

Apotheosis: Exaltation to divine rank or stature; the elevation of a person to the rank of a god; deification Late Latin, from Greek apotheōsis, from apotheoun to deify, from apo- + theos god The grand ballroom at the Bellagio Hotel and Casino in Las Vegas is dark, apart from the massive wall-to-wall video screens behind the stage. In the audience, there are over…

Greetings from Vegas

  I got into Las Vegas yesterday afternoon for my first ever SALT Conference, aka Hedge Fund Burning Man, and I’m really excited. The list of topics and speakers is just ridiculously stacked (speakers here).  By the way, last night my friend Joe Fahmy took a group of us for a chef’s tasting menu at…

361 Capital Weekly Research Briefing

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…