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Video The Fed’s Sugar High

A Conversation with Guggenheim's Scott Minerd at the 2019 Litman Gregory Investment Forum

BUILDING A “SLOW-THINKING” TEAM

Drawing off Adam Smith’s the Wealth of Nations and the work of Nobel prize winner Danny Kahneman, Scott Minerd was the main architect of Guggenheim’s “slow-thinking” team approach.

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INDIAN SUMMER

Guggenheim’s Scott Minerd likens the current market environment to an indian summer. A return of warm weather right before winter common in the Northeast: It usually comes late … and it’s relatively short-lived.

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CORPORATE AMERICA: GROUND ZERO OF THE NEXT CRISIS

Overleveraged corporate America and the corporate bond market will be the ground zero of the next financial crisis according to Guggenheim’s Scott Minerd.

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THE FED: THE ONLY GAME IN TOWN?

Scott Minerd: “The source of, and solution to, every financial crisis is the central bank.”

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AVOIDING THE DEATH SPIRAL

Guggenheim’s Scott Minerd says all you have to do is look back to 1930 and the Smoot-Hawley Tariff Act to see how a tit-for-tat trade war can escalate into a “death spiral.”

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