Intro – Bill Hazel 00:00:00
Government Intervention & The Economy – Rob Suttman 00:03:06
Events Around This Time Last Year – Rob Suttman 00:04:34
Thoughts Shared Last Year – Rob Suttman 00:05:57
Who Fills the Gap? – Rob Suttman 00:08:17
Market Value Gap – Rob Suttman 00:09:12
Fed Balance Sheet – Rob Suttman 00:10:51
TARP Investments in Banks – Rob Suttman 00:11:24
Economic Capacity – Rob Suttman 00:12:19
Population Growth – Rob Suttman 00:13:39
Population and Productivity – Rob Suttman 00:13:54
GDP – Rob Suttman 00:14:11
Unemployment – Rob Suttman 00:15:18
Savings Rate – Rob Suttman 00:16:59
Inflation – Rob Suttman 00:19:50
The Market: Stocks, Bonds, and Fixed Income Portfolios – Ron Eubel 00:23:16
Point A to Point B – Ron Eubel 00:24:30
Melt Down – Ron Eubel 00:25:10
Melt Up – Ron Eubel 00:25:16
Bearish Sentiment – Ron Eubel 00:25:55
Volatility – Ron Eubel 00:27:15
Prolonged Poor Performance Followed by Good Performance – Ron Eubel 00:28:13
Reported vs. Operating Earnings – Ron Eubel 00:30:03
Valuations: Price/Earnings – Ron Eubel 00:31:44
Performance at Current Valuations (Reported EPS) – Ron Eubel 00:33:03
Performance at Current Valuations (Operating EPS) – Ron Eubel 00:34:07
Fixed Income – Ron Eubel 00:35:12
Fixed Income – Ron Eubel 00:36:09
Treasuries in 2008 – Ron Eubel 00:37:07
Treasuries and Corporates in 2008 – Ron Eubel 00:38:24
Long-Term History of Credit Spreads – Ron Eubel 00:38:50
Treasuries and Corporates in 2009 – Ron Eubel 00:39:30
Bond Price Sensitivity – Ron Eubel 00:40:18
Equity Strategies in the Portfolio – Mark Brady 00:42:42
Probabilities of Beating Market with Value Investing – Mark Brady 00:43:00
Performance of “Low Price-To” Strategies – Mark Brady 00:45:07
Academic Support for “Low Price-To” Investing – Mark Brady 00:46:07
Academic Studies Refuting “Low Price-To” Investing – Mark Brady 00:46:52
Additional Studies Confirming “Low Price-To” Investing – Mark Brady 00:47:22
Market Valuations: 1999 and 2009 – Mark Brady 00:48:54
EBS All Cap Allocations: 1999 and 2009 – Mark Brady 00:51:00
EBS vs. Market: Valuations – Mark Brady 00:51:27
Our Perspective – Mark Brady 00:52:50
Our Perspective: Common Theme – Mark Brady 00:55:49
Our Perspective: Summary – Mark Brady 00:56:35
Pledge of Stewardship – Mark Brady 00:58:48
Closing – Scott Lundy 01:00:06
Closing – Scott Lundy 01:01:09
Finding Value Today, Creating Wealth For Tomorrow 01:03:19
Disclosure