Juggling Dynamite

Komal Sri-Kumar, chief global strategist at TCW Group Inc., talks about the European sovereign debt crisis, the outlook for Federal Reserve policy and investment strategy. I agree with his general outlook in this clip. An important caveat I would add is that when he mentions that dividend paying stocks can offer some protection in this environment, realize that ‘some protection’ in bear markets typically amounts to dividend paying stocks losing heavily but on average some 10% less than the overall market. Here is a direct link.

In this episode of Trader’s Lens we get some great perspective from Danielle Park, author of the blog JugglingDynamite.com, on the current global economic conditions, how to look for value in uncertain markets, the Facebook IPO saga and the importance of reading quality vs. quantity.

Here is the direct link.

Simon Lack, author of “The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True,” talks about his book and the reasons investors should avoid hedge funds. Here is a direct link.