Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Fidelity Webinar with Bond King Jeff Gundlach
Old 10-12-2019, 11:55 AM   #1
Thinks s/he gets paid by the post
 
Join Date: Mar 2012
Posts: 1,514
Fidelity Webinar with Bond King Jeff Gundlach

If you have a Fidelity account, Wednesday this week at noon there is a webinar with Jeff Gundlach on "What's driving our economy".

Here is the link to the event registration:
https://www.fidelity.com/learning-ce...ght-doubleline
__________________

njhowie is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 10-12-2019, 06:18 PM   #2
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 4,967
I always signup for these things and then forget to attend. What would make it interesting is if several of us attend and meet back here to compare thoughts on the presentation.
__________________

__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-12-2019, 07:10 PM   #3
Thinks s/he gets paid by the post
 
Join Date: Jun 2016
Posts: 3,745
I have attended several Fido webinars and enjoy them. I always gain insight.
COcheesehead is offline   Reply With Quote
Old 10-13-2019, 09:05 PM   #4
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 4,967
Here are some statements from Mr Grundlach from a few weeks ago. Iím interested to see if his outlook had changed.
'Bond King' Gundlach: There is increasing chance of a recession before election https://www.cnbc.com/2019/09/18/bond...pyToPasteboard
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-14-2019, 03:42 AM   #5
Thinks s/he gets paid by the post
 
Join Date: Mar 2012
Posts: 1,514
I'm particularly interested in asking him about this:

https://www.bloomberg.com/opinion/ar...rs-anyone-else
njhowie is offline   Reply With Quote
Old 10-14-2019, 08:00 AM   #6
Administrator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Sheltered in place
Posts: 31,847
Quote:
Originally Posted by njhowie View Post
I'm particularly interested in asking him about this:

https://www.bloomberg.com/opinion/ar...rs-anyone-else
Would you mind giving us s snippet or summary?
MichaelB is offline   Reply With Quote
Old 10-14-2019, 08:46 AM   #7
Thinks s/he gets paid by the post
 
Join Date: Mar 2012
Posts: 1,514
Quote:
Originally Posted by MichaelB View Post
Would you mind giving us s snippet or summary?
They routinely provide a PDF of the slides and will post the replay in the educational section of the website which anyone can access. I'll look for those two things and post links if/when available. I generally don't take notes during these things and mainly just listen while doing other things.
njhowie is offline   Reply With Quote
Old 10-14-2019, 01:47 PM   #8
Thinks s/he gets paid by the post
 
Join Date: Jun 2016
Posts: 1,244
Quote:
Originally Posted by njhowie View Post
I'm particularly interested in asking him about this:

https://www.bloomberg.com/opinion/ar...rs-anyone-else
couldn't read your link without a subscription, but googling the headline found the same call back in 2016 right after the election:
https://www.barrons.com/articles/gun...ars-1478929496
The deficit has expanded as Grundlach predicted, but without the infrastructure spending or GDP growth.
Spock is offline   Reply With Quote
Old 10-14-2019, 02:08 PM   #9
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 25,498
Quote:
Originally Posted by njhowie View Post
They routinely provide a PDF of the slides and will post the replay in the educational section of the website which anyone can access. I'll look for those two things and post links if/when available. I generally don't take notes during these things and mainly just listen while doing other things.
A lot of Fidelity webinars donít post a replay or the slides for non-attendees.
__________________
Retired since summer 1999.
audreyh1 is offline   Reply With Quote
Old 10-16-2019, 09:37 AM   #10
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 4,967
Starts in ~20 min
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-16-2019, 11:26 AM   #11
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 25,747
I sat through it... not particulatly impressed... main message was that a recession is likely soon and suggestion to get defensive and assume foreign currency risk.... he suggested reducing US equity exposure and increasing foreign denominated no-hedged international equities.

Lots of graphs with odd pairs.... as if correlation equals causation.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...target 65/35/0 AA TBD
pb4uski is offline   Reply With Quote
Old 10-17-2019, 10:08 AM   #12
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 4,967
I thought it was pretty good. I think I heard him say nearly the same when I saw him on CNBC. Most of the charts were from mid September.

Iím planning to stick with my present plan which is 50/10 US/ Intíl.
I downloaded the presentation but itís useless without the audio which does not appear to be available.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-17-2019, 10:19 AM   #13
Thinks s/he gets paid by the post
 
Join Date: Jan 2013
Location: SoCal, SE Florida, Lausanne
Posts: 1,498
This so called or self proclaimed "Bond King" stated about 18 months ago that the 10 year note was going to 5% or higher. He advised selling bonds and moving to cash. This is at a time I stated that the yield curve was going to invert and rates were headed lower. Now he's in the recession camp? I think he's just another clown collecting his fees for mis-managing assets.
Freedom56 is offline   Reply With Quote
Old 10-17-2019, 10:26 AM   #14
Thinks s/he gets paid by the post
OldShooter's Avatar
 
Join Date: Mar 2017
Location: City
Posts: 4,634
Quote:
Originally Posted by Freedom56 View Post
... I think he's just another clown collecting his fees for mis-managing assets.
Of course. It has been shown repeatedly that the investing future is random. This underpins the whole of Modern Portfolio Theory. Sometimes these guys get lucky and the press concludes from that that they are geniuses, as do they themselves.


OldShooter is offline   Reply With Quote
Old 10-17-2019, 10:37 AM   #15
Thinks s/he gets paid by the post
 
Join Date: Aug 2014
Location: Chicago West Burbs
Posts: 1,396
One is either a buy and hold or asset allocation investor, or they are a market timer. If they sell off US equities and replace with cash, bonds or Foreign equities due to this, they are the latter. Just one or 2 steps away from day traders IMO. I think most of us here are the former.

If I listened to the pundits, I would have sold equities 3-4 years ago.
CRLLS is offline   Reply With Quote
Old 10-17-2019, 10:41 AM   #16
Thinks s/he gets paid by the post
 
Join Date: Jan 2013
Location: SoCal, SE Florida, Lausanne
Posts: 1,498
Quote:
Originally Posted by OldShooter View Post
Of course. It has been shown repeatedly that the investing future is random. This underpins the whole of Modern Portfolio Theory. Sometimes these guys get lucky and the press concludes from that that they are geniuses, as do they themselves.


Except bond investing normally is very predictable. Buying individual bonds is not too different from buying CDs. It's just a matter of doing your homework and buying companies that are able to pay their debt obligations to maturity. Broad diversification in bonds can actually hurt you more as many companies are in a long term secular decline. Why would anybody want to own those companies? Also the practice of buying bonds well above par and selling them below par, which is what these fund managers do, hurts overall performance.
__________________

Freedom56 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
WEP/GPO SS Webinar info mickeyd FIRE and Money 25 03-12-2011 09:31 AM
free webinar on osteoporosis simple girl Health and Early Retirement 0 09-07-2010 03:02 PM

» Quick Links

 
All times are GMT -6. The time now is 12:18 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.
×