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NetWorth Radio


The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.

Oct 3, 2014

Click here for this week's charts.

  

US Dollar Index Spot Rate (DXY) - 5 Year 


OIL and COMMODITES SLAMMED!

WTI Oil (CLX 4) - 1 Year 

Bloomberg Commodities Index (BCOM) - Year to Date 


SMALL STOCK CORRECTION

Russell 2000 (RTY) - Year to Date 


BOND SECTION: THE GREAT UNRAVELLING:

  • HUGE POTENTIAL PORTFOLIO MIGRATIONS, 401k’s and Mutual Fund Allocations
  • THE DETHRONING OF THE OLD KING!
  • LONG LIVE THE NEW KING?
    • TRADABLE EVENTS FOR CONSERVATIVE INVESTORS?

Pimco Girds for Redemptions as Gundlach Attracts Money

Pacific Investment Management Co.’s Chief Executive Officer Douglas Hodge said the firm is expecting and is ready for client redemptions following the departure of co-founder Bill Gross.


Interview: SMU HOSTS BIG NAMES IN GLOBAL INVESTING

Commerce Street Investment Conference from the hilltop to freedom hall

Spencer McGowan interviews Mark Whidby, Managing Director of Commerce Street Investment Management

Mark Whidby is a Managing Director in charge of the Alternative Solutions Practice for Commerce Street Capital, LLC. He works primarily with small institutions and family offices on strategies for investing in alternative assets. Prior to joining Commerce Street in 2012, Mr. Whidby acted as a consultant to a Dallas-based, family office where he lead strategic planning and formulated and implemented an institutional investment process covering several hedge fund and traditional manager portfolios. Prior to that role, he was a Founding Partner at Analytical Research, a hedge fund research firm with offices in Houston, New York, London and the Bahamas. He has held various positions with The Inroads Group, Davis Hamilton & Jackson, Sanders Morris Mundy and Rauscher Pierce Refsnes (now RBC Capital Markets). Mr. Whidby holds a Bachelor of Business Administration in Accounting from The University of Texas (Austin). He is a Chartered Financial Investment Analyst (CAIA) and a Chartered Financial Analyst (CFA). Mr. Whidby is a registered representative and has passed the FINRA Series 7 and 63 examinations.


SHALE REVOLUTION UPDATE: LNG Gold Rush, Rail versus Pipes

U.S. Gas Boom Turns Global as LNG Exports to Shake Up Market

The U.S. natural gas boom is poised to go global as the government approves projects that will export the fuel to buyers from Tokyo to New Delhi.

Crude Oil Pipeline Takeaway Capacity in Eagle Ford 

Bond Education: “Crossover Buying,” Can and when should municipal bonds be held in IRA’s and qualified plans?

This week’s featured research with definitions: Plus which bonds are overpriced and how to tell? The Many Flavors of Yield by Cadmus Hicks from Nuveen Asset Management

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J.P. Morgan 3Q “Guide to the Markets” – Now available!

Guide to the Markets | 4Q 2014

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