Episode Summary

Bob Doll's annual predictions are a highlight during the turn from one year to the next. On this week's episode, Bob joins Jeff and Bruce for a solid conversation breaking down not only his 2021 predictions, but his own story and his Nostradamus batting average.

Episode Notes

• Writing up the InvestmentNews Outlook story in the wake of Georgia runoffs — 0:00-5:30
• Interview with Bob Doll — 5:30-29:45
• 6:30-13:30 — Warm-up — Explaining the predictions' popularity, the evolution in the financial adviser space, Bob's track record, and any post-Georgia adjustments
• 13:30-26:30 — Walking through the predictions on GDP, inflation, the stock market, the dollar, small-cap vs. large cap, growth vs. value, standout sectors, government debt, China-U.S. relations and what sort of deals will happen in U.S. government
• 26:30-29:45 — Wrap-up — Any final adjustments, and thoughts on Modern Monetary Theory (MMT)

Cover Story: Market watchers search for silver linings in 2021

Related link:  Bob Doll’s 2021 predictions

Guest Bio:  Bob Doll is a senior portfolio manager and chief equity strategist at Nuveen. Bob manages seven portfolios, including large caps and alternatives. He is a highly respected authority on the equities markets among investors, advisors and the media. As the author of widely followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.  Bob graduated with a B.S. in accounting and a B.A. in economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a certified public accountant and holds the CFA designation from the CFA Institute.