Chapters

• How do you explain what is happening in the equity markets?

  00:07

• Investors are falling out of love with bonds. How will this affect the markets?

  01:26

• Emerging markets are pulling ahead of developed countries in the debt markets

  02:35

• Are the record valuations in the US an opportunity or a disadvantage?

  03:21

• Legitimacy of current US market levels

  04:10

• Is Japan a new opening for investors?

  04:45

• Do Asian markets represent an investment opportunity?

  05:33

• The euro’s rise against the dollar – monetary development or a signal?

  06:02

• Impact of the US government deficit on global investment strategies

  06:51

• What will slow gold’s rise after the surge in price?

  07:22

• Comparing investment prospects: gold vs. gold mining companies

  08:28