Richard Chilton is the founder, chairman, CEO and CIO of Chilton Investment Company. He's been on the vanguard of investment trends for over 40-years staring in M&A, cutting his teeth as a small cap manager at Alliance in the 80s, starting his hedge fund in 1992 and trust company in 2011. Richard shares with us his investment philosophy, stories from his mentors, the importance of philanthropy as well as his journey with wine. Here's our conversation.....

The RenMac team discusses the outlook for a weaker dollar, the admission of errors by pollsters, concerns about peak economic growth and what recent fundraising numbers says about Trump’s sway over the Republican Party.

Neil’s recent vacation confirms his data, the challenges of awakening corporate culture, how specialty retail is confirming the housing cycle, and the challenges of a global tax rate.

Cathie Wood has a meticulous and unique research process. In this 2 half of our conversation, we discuss how she procures ideas, determines when she's wrong, thinks about value and a few of her themes for the 21st Century. Here's our conversation......

Cathie Wood and the ARK Innovation fund have become poster children for this bull market. Cathie invests in disrupters and innovators, but those are not just buzz words, they are part of a meticulous process, one that does take into account valuation, but also dares to imagine how some of these companies can and will change the world for the better. She herself has been a disrupter all her life, and the combination of technologic change, her faith and her intuition triangulated almost a decade ago into what has now become a “movement" on Wall Street. Here is the first part of our 2-part conversation:

RenMac discusses Biden’s 1st news conference as President, dispelling some of the myths surrounding the Fed, the normalization of economic surprises on the market, looking for a 7-figure employment print, Taiwan/China relations, and what was in Biden’s cheat sheet?

RenMac discusses the uselessness of the Index of Leading Economic Indicators, what indicators are useful for forward returns in the S&P 500, the Biden team’s recent skirmish with China’s delegation, and why next week’s data are likely to be dollar bullish.

Tom Gallagher was a Washington Policy Legend on Wall Street for decades. We first crossed paths at Lehman Brothers in the late 1990s and then I had the good fortune of working with Tom at ISI and at the Scowcroft Group over the last 15-years. He’s officially retired, but ever the student of policy and politics, he’s as sharp as ever and his perspective and insight were always something I appreciated, and today was no exception…….here’s our conversation:

RenMac looks at the latest inflation data and market implications, the wish lists in the stimulus bill, importance of 52-week highs in equities and James Carville’s accurate assessment of lockdowns.

RenMac discusses the strong jobs data, stimulus flirting with the upper end of the range, rates and the duration trade, where we are in the economic cycle and the need for thoughtful and credible messaging as we reopen.