skinny.

Latest / Capital Ideas podcast

Do U.S. Equities Have Room to Run?

Do U.S. Equities Have Room to Run? Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow? Portfolio manager Mike Kerr acknowledges the elephant in the room but continues to find conditions favorable for U.S. equities in a number of key industries. Listen and learn: Which three industries are poised to lead U.S. growth in the decade ahead Where it pays to be value-oriented as a growth investor How this veteran energy analyst recognized and took advantage of a 30-year opportunity in oil Your host, Matt Miller, is the policy…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.