Economic Views and Investment Ideas from our Most Admired Advisors (MAA)

August 2024 Edition - Views and Ideas on Finance, the Economy & Global Markets from the ten Advisors we think are the best

What’s beating at the surface and down below the undercurrent of our global economy, and what does that mean for the financial world and society at large as of August 2024? Our renowned Most Admired Advisors (MAAs) weigh in, and so do we.

Welcome back to CedarOwl’s ‘Most Admired Advisors’ (MAA) - a monthly report featuring a global top-10 roster of financial advisors, fund and asset managers. We have short-listed who we think offer the best economics and financial markets analysis and investment ideas. We source and cite a distillation of their current, relevant sentiments on trends in the economy and financial markets as a reliable source of insights for our readers. We provide a consensus of the 10 MAAs at the end - synthesizing their best investment ideas and we provide our commentary on that.

Our MAA roster is reassessed monthly and stacked against our values and analysis models so you can enjoy an ever-fresh perspective on our category’s thought leadership.

For each economist or manager, look forward to fulsome summary points and our observations on their views and perspective on the economy, the financial markets, as well as their investment ideas.

All taken from publicly linked sources across the open web, including our business partner at FRA Roundtable Insight Podcast.

We do the assessment, research and compilation work as a service to you, peppering in commentaries and TLDRs. Let’s explore this month’s roster and each player’s key sentiments.

Here is August 2024’s CedarOwl MAA Roster:

Peter Boockvar

Michael Every

Dr. Marc Faber

Louis-Vincent Gave

Yra Harris

Larry McDonald

Russell Napier

Zoltan Pozsar

Rick Rule

Chris Wood

Felix Zulauf - historical information, still relevant

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Let’s explore further now what the current views and perspective are on the economy, the financial markets and their investment ideas - from our short-listed MAAs.