AAII Investor Conference Audio

Economic & Financial Market Outlook
James Paulsen, Chief Investment Strategist, The Leuthold Group

James Paulsen examines and provides outlooks for the economic recovery, inflation, the bond market, the U.S. dollar, commodities and the stock market. Plus, he discusses why and how the “Policy Cavalry” (Federal Reserve, lower yields, increase in money supply) has set things up to help investors and how what is happening today will impact the markets for the better.

Successful Active Investing Is Hard
James O’Shaughnessy, Chairman & Co-CIO, O’Shaughnessy Asset Management LLC

James O’Shaughnessy discusses the seven traits he thinks successful active investors must possess. Years of experience have taught him that to be a successful active investor requires a very specific set of characteristics, and that many investors attempting to actively manage their portfolios today lack the emotional and personality traits necessary for success.

6 Retirement Blind Spots and How to Fix Them
Christine Benz, Director of Personal Finance, Morningstar

Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk and underspending. Morningstar’s Christine Benz outlines how to safeguard your portfolio and your plan against these risk factors. She also shares her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discusses her model bucket portfolios geared toward retirees.

Forbes Investing Roundtable: Best Ideas for Growth & Income
Matt Schifrin, Panel Moderator, Vice President & Assistant Managing Editor, Forbes Media

Forbes panel of investing experts discuss tactical strategies for navigating current markets as well as offer their best ideas for income and growth in areas ranging from dividend stocks and REITs to tech stocks and crypto and blockchain plays.

Investing at the Intersect of Value, Momentum and Quality
Charles Rotblut, Editor, AAII Journal; Vice President and Financial Analyst, AAII

As investors, we want stocks with more potential upside than downside. AAII Journal editor Charles Rotblut unveils the VMQ Stocks strategy for finding such stocks. The strategy combines three key characteristics associated with higher returns. He explains the logic behind it, including the academic research and the changes in the investment industry that helped lead to this new approach. Plus, see the current list of stocks meeting the VMQ screen, as well as exchange-traded funds (ETFs) that follow similar types of strategies.

Is It Time to Buy or Bail?
Sam Stovall, Chief Investment Strategist, CFRA Research

Using history as a guide, assisted by economic projections and fundamental forecasts, how will the equity markets likely perform in 2020? What’s more, which investment strategies should deliver outsized returns? Stovall answers these questions and shows how to get fairly accurate S&P 500 price-target guidance by combining earnings growth estimates with inflationary expectations through the “Rule of 20.”