Speaking at the Barron’s Advisor 100 Summit

September 19, 2023

It was great fun being a part of the “Morning News with Barron’s” panel today hosted by Jack Otter, Global Head of Barron’s Wealth & Asset Management Group and host of Fox Business News’s weekly “Barron’s Roundtable” show. What made it even better was to sit with Tony Crescenzi, Executive Vice President, Strategist, and Portfolio Manager at PIMCO. Tony is not only one of the most brilliant market strategists out there but also a true intellectual and student of history, not to mention an all-around wonderful guy.

This was the kick-off session to the Barron’s Advisor 100 Summit being held at the Phoenician Hotel in Phoenix, Arizona. More than 400 financial advisors and strategists are in attendance.

Our conversation covered a great deal of ground, ranging from the looming U.S. government shutdown to a host of geopolitical issues and what the Federal Reserve is likely to do going forward with regard to interest rates. Tony had some brilliant insights into the issue of liquidity many major firms are grappling with now as a result of the Dodd-Frank Act and what it means for investors.

Thank you, Barron’s for asking me to be a part of this great conference. And in particular, thank you, Jack, for your superb hosting and questioning - never any softballs, always penetrating and smart! It was really fun!