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

 

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