Jeff Muhlenkamp on the Claman Countdown 8/15/2023
Jeff Muhlenkamp was part of the live interview, “Fed must keep rates ‘higher for longer’ if US economy is going to grow: Stephen Guilfoyle” aired on August 15, 2023. If you wish to view this video, visit Fox Business Network’s The Claman Countdown here: Watch a Recording of Jeff’s Interview . Please note that clicking here leaves the Muhlenkamp and Company website and enters a third-party website. Muhlenkamp is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website. In the interview, Jeff explains why he isn’t a momentum investor. He also discusses his [...]
Jeff Muhlenkamp on The Claman Countdown 6/26/2023
On 6/26/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown. Watch the episode, “Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Jeff Muhlenkamp,” available on the Fox Business Network website. Watch a Recording of Jeff’s Interview Please note that clicking here leaves the Muhlenkamp and Company website and enters a third-party website. Muhlenkamp is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website. The opinions expressed in the video are those of Muhlenkamp and Company and are not intended to be a forecast of future events, a guarantee [...]
Jeff Muhlenkamp on The Claman Countdown 1/31/2023
On 1/31/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown with host Liz Claman. Watch the episode, “Wall Street facing ‘steep selloff’ if January jobs number comes in hot: Scott Bauer,” available on the Fox Business Network website. Watch a Recording of Jeff’s Interview Please note that clicking here leaves the Muhlenkamp and Company website and enters a third-party website. Muhlenkamp is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website. The opinions expressed in the video are those of Muhlenkamp and Company and are not intended to be a forecast [...]
State of the Economy – Fall Update 2022
Jeff Muhlenkamp brings us up to date on what he is monitoring in the investing environment. Some things he keeps an eye on are the Consumer Price Index, the money supply, consumer spending, business investments, and the strength of the dollar. Ron Muhlenkamp also comments on the current high inflation and how we have been though similar times in the ’70s. Here is a link to the slides used during the presentation or watch the video from the in-person seminar. The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, [...]
Value Investing Live Recap with Ron Muhlenkamp
GuruFocus invited Ron Muhlenkamp to be a guest speaker on the Value Investing Live series. During Ron’s presentation on August 18, 2021, he covered the following topics: • The Problem with Inflation • Inflation, Business Cycles, & the Population • Failure of Macroeconomics • Fundamental Value • Life Cycle of Industries • Market Corrections • Audience Q&A Graham Griffin, Editorial Assistant at GuruFocus published the following article, “Value Investing Live Recap: Ron Muhlenkamp,” which includes a link to Ron’s presentation. We hope you enjoy the summary and the video! Please note that clicking here leaves the Muhlenkamp and Company website and [...]