Altegris’s Rivkin Discusses 2014 Fed, Investment Views (Podcast)

Summary: Dec. 18 (Bloomberg) — Jack Rivkin, chief investment officer at Altegris, says he’s concerned retail investors may be inclined to start buying stocks in 2014 just when stocks are set to plateau or post only very small gains. He says volatility may increase, especially as the Federal Reserve starts to taper its bond purchases, which is another obstacle investors will have to navigate. Rivkin speaks with Bloomberg’s Kathleen Hays and Vonnie Quinn on Bloomberg Radio’s “The Hays Advantage.” (Source: Bloomberg)

Listen to the podcast here – http://www.digitalpodcast.com/items/24717879

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About Jack Rivkin

Jack Rivkin retired in 2008 as EVP, CIO, Head of Private Asset Management of Neuberger Berman(NB) and from NB's Executive Management Committee. He was also on the Lehman(LB) Council on Climate Change(CC) and the NB CC Fund Advisory Board. He has been engaged with the United Nations and other entities on policy issues related to Private Capital and CC. He is an Associate Fellow of the Asia Society. He has continued on the NB Mutual Fund Board and with his CC responsibilities. He began his investment career in 68 as an analyst at Mitchell Hutchins(MH), and became Director of Research(DOR) there. After Paine Webber(PW) acquired MH, he served as DOR; CFO of PW; CEO of PWMH-the equity trading and investment arm of PW; Chmn of MH Asset Management and President of PW Capital. 87-92 he was DOR and, subsequently, Head of the Worldwide Equities Division of LB. 93-95, he served as a Vice Chairman and DOR at Smith Barney (now Citigroup). He was an EVP with Citigroup Investments 94-01, responsible for private equity investments. He was also an adjunct professor at Columbia University teaching a course in Security Analysis. He joined NB in 2002. He is the co-author of “Risk & Reward—Venture Capital and the Making of America’s Great Industries,” Random House, 1987. He is a regular guest on various media. He is the principal subject in a series of Harvard Business School cases describing his experience as DOR and Equity Head at LB. He has served as a director of a number of private companies and the NYSSA. He is currently a director of Idealab, Dale Carnegie, Operative, World Policy Institute and other private companies. He is a member of the Economic Club of NY, the Anglers Club, Theodore Gordon Fly Fishers, and a lifetime member of Trout Unlimited. He continues to be an active private equity investor when he isn’t fly fishing. Mr. Rivkin earned his Professional Engineering degree from the Colorado School of Mines and his MBA from the Harvard Business School

2 thoughts on “Altegris’s Rivkin Discusses 2014 Fed, Investment Views (Podcast)

  1. Jack,

    I wish I had heard you in December! After 2013, I decided to put more money into the fund of hedge funds where my son is research director. I thought 8% or so per year would be good. Unfortunately, my wife and I have been much to busy and it was only in the last few days that I started thinking about what to sell. It reminded me of your comment in August, 2008, about the real economy vs. the market. I should have reacted then, but didn’t. I am a better buyer than seller.

    Hope you are enjoying your new role.

    George

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