Consuelo Mack interviews Steve Leuthold

On May 15, Consuelo Mack interviewed Steve Leuthold, manager of the Leuthold Asset Allocation Fund. He was joined by Steve Romick from the FPA Crescent Fund, who is another excellent manager. In the interview, they discuss the prospects for stocks, looking forward, given the dismal decade we've just completed.

Click here to see the interview. In case the web page changes, the segment is dated 5/15 and is titled "Nowhere to go but up."

For the record, through yesterday (May 28th), the Leuthold Asset Allocation Fund is up +5.73% year-to-date.

Leuthold states that the current "trade" is to buy stocks and to short treasuries.

Douglas B. May, CFA, is President of May-Investments, LLC and author of Investment Heresies.

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