EPISODE · May 19, 2021 · 56 MIN
The Future of Bonds featuring Glen Dorsey of Clarke Capital
from Money On Tap · host Ben Brayshaw & Seth Krussman
On this episode of Money on Tap, Glenn Dorsey, head of client portfolio management at Clark Capital, joins hosts Seth and Ben to discuss the current state of affairs in terms of inflation, bonds, and how to make money when people aren’t. Glenn lends his expertise on portfolio building, investment strategies, and solutions for the current marketplace.During Money in the News, Seth and Ben dive into three trending articles. The topics range from the link between chess and risk evaluation, to reopening travel, to living in a retirement community at 19 years old.What is value investing and why is it working again in 2026?Value investing means buying strong, profitable, often dividend-paying companies at sensible prices and holding them patiently — the approach built by Benjamin Graham and made famous by Warren Buffett and Charlie Munger. It struggled while near-zero interest rates favored growth stocks, but higher rates flipped the equation: in 2026, value sectors like energy (~20%), industrials (~17%), and healthcare (~15%) are outpacing the S&P 500's roughly 8–9%. The appeal is simple — instead of borrowing to chase growth, these companies pay shareholders real income today, and reinvested dividends compound over decades.
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The Future of Bonds featuring Glen Dorsey of Clarke Capital
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