Manage episode 229256783 series 1428950
Michael Schaus, director of market research for Brenton Point Wealth Advisors LLC and Zweig-DiMenna, stops by the office to discuss the current outlook and to remember the great investor Martin Zweig.
https://brentonpoint.com/ 1:37 The European Central Bank takes it easy
6:40 Negative interest rates, back in vogue
12:39 Market cap to GDP: An useful indicator?
20:50 Weighing stock picking vs. macro