Minerd: Only Policy That Matters Is Monetary Policy

CNBC's Steve Liesman offers insight on the market reaction to Fed Chairman Bernanke's comments about the U.S. economy. And Scott Minerd, Guggenheim Partners CIO, explains why the problem with the economy is spending, not taxes.

Scott Minerd: Fed Policy Will Drive Stocks Higher

Scott Minerd's market outlook

Discussing the state of the U.S. economy and where the markets are headed long-term, with big boy Scott Minerd, Guggenheim Partners CIO.

Scott Minerd on the European Recession

"Spain is on the road to restructuring, just like the rest of the European nations," says Scott Minerd, Guggenheim CIO.

Scott Minerd (Guggenheim): Winning the War in Europe

In centuries past, there have been many wars fought to bring Europe under one economic and political union. Today, in many ways, Europe is engaged in another war – a war to preserve the hard-fought gains of monetary and fiscal union built over the past five decades. Just as past European conflicts resulted in grave economic costs and massive amounts of debt, this fight has taken a similar path. How long will it take to resolve? The interwar period from 1918 to 1939 may offer some insight...

Scott Minerd likes US equities in 2012

Scott Minerd of Guggenheim Partners explains why stocks will do well this year.

Interview with Scott Minerd from Guggenheim Partners

Scott Minerd from Guggenheim is an impressive guy -- he has the breadth and depth of an economic historian, coupled with the big picture ability to synthesize an investment thesis on the macro front. I highly recommend subscribing to his commentary.