Bob Farrell, longtime Merrill Lynch head of research, celebrated market technician and author of the widely cited 10 Rules for Investors, calls in to share his insights with Grant’s.
2:21 What’s changed, and what’s the same
6:40 “Excesses in one direction lead to excesses in another.” Does that apply to interest rates?
11:20 Capital allocation strategies in a lower-return environment
16:49 Buy and hold and cyclical fluctuations
20:13 Contrarian ideas right now