The economist said 60/40 portfolios are bracing for pain with Donald Trump's tariff plan.
He says the bond market has priced in too many Federal Reserve interest-rate cuts.
AI lie detector startups say the tech could help employers screen workers or even help analysts parse earnings calls.
Analysts are predicting that banks' collective higher cost of funding will curb appetite for higher-quality credit.
He's helping develop investing strategies that protect against out-of-control inflation, climate change and civil unrest.
One-off disruptions can provide cover for companies to keep prices high.
He sees new leaders replacing the big companies that have dominated the investment landscape.
Bitcoin's dramatic rally over the past month means it's performing better than almost every ETF out there.
Even a ceasefire in Ukraine won't stop the upward price momentum, manager Pierre Andurand said.
Too many investors miss the forest for the trees by failing to focus on true diversification, said Chris Cole.