WEALTHTRACK podcast

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הוסף לפני nine שנים

תוכן מסופק על ידי Consuelo Mack. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Consuelo Mack או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Smart Travel: Upgrade Your Getaways

1
Cash or Miles? The 2025 Points Valuations That Could Change How You Travel 42:36

לפני 10 weeks42:36

הפעל מאוחר יותר

רשימות

לייק

אהבתי

42:36

Get fresh NerdWallet data on what your points and miles are really worth in 2025 — and why the answer might change how you book travel. Should you take a $650 flight voucher or 32,500 miles? How much are your points and miles actually worth? Hosts Sally French and Meghan Coyle break down the latest NerdWallet valuations to help you make smarter redemption choices. But first, they cover the week’s biggest travel headlines, including Southwest Airlines’ new partnership with EVA Air, Frontier’s companion certificate promotion and status match, and JetBlue opening up award bookings with Condor Airlines. Then, travel Nerd Craig Joseph joins Meghan to discuss NerdWallet’s latest airline, hotel, and credit card point valuations, with tips and tricks on comparing loyalty programs, maximizing transfer partners, and deciding when cash is more valuable than points. They also discuss the impact of devaluations, how close-in bookings can save you points, and why premium cabins can sometimes offer outsized redemption value. Plus: Craig’s hot take on airport lounges. Card benefits, terms and fees can change. For the most up-to-date information about cards mentioned in this episode, read our reviews: Is the Frontier Airlines World Mastercard Worth Its Annual Fee? https://www.nerdwallet.com/article/travel/is-the-frontier-airlines-world-mastercard-worth-its-annual-fee Citi Strata Credit Card Review: Solid Rewards for No Annual Fee https://www.nerdwallet.com/reviews/credit-cards/citi-strata Citi Double Cash Review: A Solid Choice for Everyday Spending https://www.nerdwallet.com/reviews/credit-cards/citi-double-cash Citi Custom Cash Card Review: Low-Maintenance 5% Cash Back https://www.nerdwallet.com/reviews/credit-cards/citi-custom-cash Citi Strata Premier: Big Rewards Across Top Spending Categories https://www.nerdwallet.com/reviews/credit-cards/citi-strata-premier Is the New Alaska Atmos Summit Card Worth a $395 Annual Fee? https://www.nerdwallet.com/article/travel/is-the-alaska-airlines-atmos-summit-card-worth-its-annual-fee Resources discussed in this episode: Airline Miles vs. Cash Calculator https://www.nerdwallet.com/article/travel/calculator-should-you-book-a-flight-with-cash-or-miles How Much Are Travel Points and Miles Worth in 2025? https://www.nerdwallet.com/article/travel/airline-miles-and-hotel-points-valuations Want even more tips and tricks to get the most out of your travel dollars? Subscribe to TravelNerd , our free newsletter designed to help you crack the code on spending less on your travel. In this episode, the Nerds discuss: points and miles valuation, airline miles value, hotel points value, credit card points value, Southwest EVA Air partnership, Frontier Companion Certificate, JetBlue Condor award booking, Citi American Airlines transfer, Amex Membership Rewards value, Capital One points value, Bilt points value, Hyatt points value, Hilton points value, Marriott points value, Wyndham points value, IHG points value, Alaska miles value, JetBlue points value, American Airlines miles value, United miles value, Southwest points value, Virgin Atlantic miles value, ANA miles value, Avianca LifeMiles value, best way to use Amex points, best way to use Citi points, best way to use Capital One points, use cash or points for flights, last minute award flight value, premium cabin redemption value, economy flight points value, airline devaluation, hotel point devaluation, cash vs points travel booking, when to transfer credit card points, how to maximize travel rewards, and NerdWallet points and miles calculator. Learn more about your ad choices. Visit megaphone.fm/adchoices…

WEALTHTRACK

שתפו

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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about.

375 פרקים

#Consuelo #Mack #Investing #Consuelo Mack #Trading #Business #Arts #Collection #WealthBuilders

WEALTHTRACK

98 subscribers

updated לפני 3 ימים

שתפו

בית הסדרות•Feed•שלמו למו"ל

375 פרקים

#Consuelo #Mack #Investing #Consuelo Mack #Trading #Business #Arts #Collection #WealthBuilders

כל הפרקים

WEALTHTRACK

1
Alternative Investments: What They Do and Don’t Do for Your Retirement Plan 25:44

לפני 3 ימים25:44

25:44

Jane Buchan, an alternative investments expert and investor, now chairs the industry’s standards board. She explains the different types of alternative investments, how they work, and what they can and cannot do in individual retirement accounts. WEALTHTRACK episode 2219, broadcast on 11-7-25

WEALTHTRACK

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David Gardner Shares the “Rule Breaking” Traits of Winning Stocks 25:41

לפני 10 ימים25:41

25:41

David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The Motley Fool co-founder shares his six traits of market-beating rule breaker stocks.

WEALTHTRACK

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The State of the AI Investment Boom With Tech Fund Manager Michael Lippert 25:43

לפני 17 ימים25:43

25:43

The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most. WEALTHTRACK episode 2218, broadcast on 10-24-2025

WEALTHTRACK

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Muni Bonds Are Making a Comeback With Higher Income and Better Finances 25:48

לפני 24 ימים25:48

25:48

After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and poor quality securities. Veteran muni manager Robert DiMella explains why investors can benefit. WEALTHTRACK episode 2216, broadcast on 10/17/25

WEALTHTRACK

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Investment Opportunities Abound for 5-Star Portfolio Manager Mark Yockey 25:44

לפני 5 weeks25:44

25:44

While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets. WEALTHTRACK episode 2214, broadcast on Oct. 3, 2025…

WEALTHTRACK

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Why International Small & Midcap Stocks Deserve Investor Attention 25:49

לפני 6 weeks25:49

25:49

International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by American investors. Invesco’s David Nadel is on a mission to change that. WEALTHTRACK episode 2213, broadcast on 9-26-2025

WEALTHTRACK

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Promising Foreign Stocks From Award-Winning Manager Mark Yockey 25:41

לפני 7 weeks25:41

25:41

Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-winning Mark Yockey is finding undervalued growth stocks with plenty of room to run. WEALTHTRACK episode 2212, broadcast 09-19-25

WEALTHTRACK

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Life Lessons Great Investors Have Mastered To Stay on Top 25:46

לפני 8 weeks25:46

25:46

William Green, bestselling author of “Richer, Wiser, Happier,” reveals timeless life lessons from the Great Investors he has studied for decades – what to emulate, and what to avoid. WEALTHTRACK episode 2211, broadcast 9/12/25

WEALTHTRACK

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The Essential Qualities of Great Investors 25:47

לפני 9 weeks25:47

25:47

Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.

WEALTHTRACK

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Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning 25:47

לפני 10 weeks25:47

25:47

Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it. WEALTHTRACK episode 2209, broadcast 08/29/25

WEALTHTRACK

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Buying by Corporate Insiders Can Mean Excess Returns for a Stock 25:47

לפני 11 weeks25:47

25:47

Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director John Spears explains why insider buying can be a strong indicator of future excess returns. WEALTHTRACK episode 2208, broadcast on 08/22/25

WEALTHTRACK

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How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio 25:38

לפני 15 weeks25:38

25:38

What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.

WEALTHTRACK

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The Macro Challenges Facing Leading Investor Tom Russo’s Global Companies 25:42

לפני 16 weeks25:42

25:42

In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro challenges facing multinational businesses and how his premier brand name companies are responding.

WEALTHTRACK

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Europe Is on a Tear, Values Abound & Top Manager Sarah Ketterer Is Investing 25:43

לפני 17 weeks25:43

25:43

Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.

WEALTHTRACK

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Gold’s Strength Is a Challenge to U.S. Financial Dominance, Warns James Grant 25:53

לפני 19 weeks25:53

25:53

Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why investors should take note. WEALTHTRACK episode 2201, broadcast July 4, 2025

WEALTHTRACK

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Historian Niall Ferguson on the Challenges to America’s Global Dominance 25:51

לפני 19 weeks25:51

25:51

Part 2 of 2 - Interview with renowned historian Niall Ferguson we discuss the new challenges facing America’s economic and military dominance, as well as what they mean for investors.WEALTHTRACK episode 2152 broadcast on June 27, 2025

WEALTHTRACK

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Acclaimed Historian Niall Ferguson on the Damage of Tariff Uncertainty 25:50

לפני 20 weeks25:50

25:50

Part 1 of 2 - Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets. WEALTHTRACK episode 2151 broadcast on June 20, 2025

WEALTHTRACK

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Positive, Benchmark-Beating Returns With Bridgeway Funds’ John Montgomery 25:51

לפני 24 weeks25:51

25:51

Bridgeway Small-Cap Value Fund's John Montgomery has delivered positive, benchmark-beating returns over the fund's twenty-plus-year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy. WEALTHTRACK Episode #2147 broadcast May 23, 2025…

WEALTHTRACK

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Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks 25:55

לפני 26 weeks25:55

25:55

Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it's ever been and advises looking overseas for superior values. WEALTHTRACK episode 2146 broadcast on May 16, 2025

WEALTHTRACK

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Susan Byrne Shares Her 50+ Years of Experience in Volatile Markets 25:47

לפני 27 weeks25:47

25:47

As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shares her views on current market conditions and advice for investors. WEALTHTRACK episode 2145, Broadcast on May 9, 2025

WEALTHTRACK

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New US Trade Policies Impact the Global Financial System 25:45

לפני 27 weeks25:45

25:45

Global financial thought leader John Lipsky explains how new US tariff policies are upending world trade and affecting the global financial system, economy and growth.

WEALTHTRACK

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The Historic Financial Consequences of Trump’s Tariff Policies Tsunami 25:37

לפני 28 weeks25:37

25:37

Global Shocks author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and financial markets. WEALTHTRACK 2143 broadcast on April 25, 2025

WEALTHTRACK

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Star Bond Manager Mary Ellen Stanek on Opportunities in Market Volatility 25:42

לפני 29 weeks25:42

25:42

Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advice to investors on handling unsettling markets. WEALTHTRACK episode 2142 broadcast on April 18, 2025

WEALTHTRACK

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With Zero Stocks in His Portfolio, Robert Kessler Is Sleeping Much Better. 25:41

לפני 31 weeks25:41

25:41

Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s "stocks for the long term" mantra. He explains why he is completely out of stocks in his personal portfolio—and why you should consider doing the same. WEALTHTRACK episode 2140 broadcast on April 04, 2025

WEALTHTRACK

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Noted Strategist Ed Yardeni on the Resilience of the US Economy & Markets 25:26

לפני 33 weeks25:26

25:26

Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happens in Washington and around the world. WEALTHTRACK episode 2139 broadcast on March 28, 2025

WEALTHTRACK

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Bullish Economist Ed Yardeni Turns Cautious as Trump Tariffs Upend Markets 25:40

לפני 34 weeks25:40

25:40

Trump tariffs are upending financial markets, causing influential economist and strategist Ed Yardeni to turn from bullish to cautious.

WEALTHTRACK

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David Rosenberg Explains Why Inflation & Interest Rates Will Go Lower 25:45

לפני 40 weeks25:45

25:45

Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead. WEALTHTRACK episode 2132 originally broadcast on February 07,2025

WEALTHTRACK

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Contrarian Market Economist David Rosenberg on Rethinking His “Bubble” Thesis but Staying Bearish 25:51

לפני 41 weeks25:51

25:51

Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing his bearish outlook. WEALTHTRACK episode 2131 originally broadcast on February 01, 2025.

WEALTHTRACK

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Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025 25:53

לפני 41 weeks25:53

25:53

Strategas’ Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025. WEALTHTRACK episode 2131 broadcast on January 24, 2025

WEALTHTRACK

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David Giroux Shares His Evolution Managing His Five-Star, Gold-Rated Fund 25:48

לפני 42 weeks25:48

25:48

Acclaimed portfolio manager David Giroux discusses what he has learned about investing—what works and what doesn’t—while running his five-star, gold-rated T. Rowe Price Capital Appreciation Fund since 2006. WEALTHTRACK episode 2129, broadcast on January 17, 2025

WEALTHTRACK

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An Outstanding Global Investor’s Strategy for Investing in a High Risk World 25:55

לפני 47 weeks25:55

25:55

First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world. WEALTHTRACK episode 2125. Broadcast on 12-20-24

WEALTHTRACK

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Investors Are Flocking to Bonds. Bond Pro Warren Pierson Explains the Lure 21:54

לפני 47 weeks21:54

21:54

Warren Pierson, Co-Chief Investment Officer of Baird Advisors and portfolio manager of the top-rated Baird Aggregate Bond Fund, explains the newfound popularity of bonds.

WEALTHTRACK

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Superstar investor David Giroux on why stock market valuations are scary 25:42

לפני 47 weeks25:42

25:42

Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.

WEALTHTRACK

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“The Intelligent Investor” Editor Jason Zweig Shares the Classic’s Timeless & Still Timely Wisdom 25:49

לפני 52 weeks25:49

25:49

On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what Warren Buffett calls “the best book on investing ever written.” WEALTHTRACK episode #2120, broadcast on 11/15/2024

WEALTHTRACK

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Decades of dynamic market investing with veteran portfolio manager & strategist Bob Doll. 25:53

לפני 1 year25:53

25:53

Part 2 of 2 Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career. WEALTHTRACK #2119 broadcast on November 08, 2024

WEALTHTRACK

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Investing in a “High Risk, Momentum-Driven Bull Market” With Veteran Strategist Bob Doll 25:49

לפני 1 year25:49

25:49

Part 1 of 2 Veteran strategist and fund manager Bob Doll on investing in what he calls a “high-risk, momentum-driven bull market.” WEALTHTRACK #2118 broadcast on November 01, 2024

WEALTHTRACK

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Key Financial Lessons on How to Retire From Morningstar’s Personal Finance Guru, Christine Benz 25:59

לפני 1 year25:59

25:59

Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru, focuses on key financial lessons after discussing the important non-financial aspects in part 1. WEALTHTRACK episode 2116 broadcast on October 18, 2024 More info:

WEALTHTRACK

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Retirement Guru Christine Benz Addresses Key Non-Financial Aspects of Retirement Planning 25:45

לפני 1 year25:45

25:45

Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning in part 1 of our interview on her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. WEALTHTRACK episode 2115 broadcast on October 11, 2024 More info:…

WEALTHTRACK

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The Biggest Disruptions to Global Economies & Markets in Decades: Abby Joseph Cohen 25:53

לפני 1 year25:53

25:53

Part 2 of 2 Financial thought leader Abby Joseph Cohen reflects on the disruptive events of the past 20 years that have had the biggest impact on the global economy and financial markets. WEALTHTRACK episode 2114 broadcast on October 04, 2024 More Info:

WEALTHTRACK

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Abby Joseph Cohen’s Outlook for Economy and Markets 25:58

לפני 1 year25:58

25:58

Part 1 of 2 Abby Joseph Cohen once moved markets as Goldman Sachs U.S. Investment Strategist. She now shares her economic and financial wisdom with business school students at Barron’s annual roundtable. WEALTHTRACK episode 2113 broadcast on September 27, 2024 More info: https://wealthtrack.com/legendary-strategist-outlook/…

WEALTHTRACK

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Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman 25:50

לפני 1 year25:50

25:50

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman. WEALTHTRACK episode 2111, broadcast on Sept. 13, 2024

WEALTHTRACK

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Terminal cancer was not part of Jonathan Clements’ financial plan. He shares his lessons learned. 25:47

לפני 1 year25:47

25:47

Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life. WEALTHTRACK episode 2110 broadcast on September 6, 2024

WEALTHTRACK

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Legendary global investor Bill Wilby exclusively shares his current retirement portfolio strategy 25:54

לפני 1 year25:54

25:54

Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis but he actively manages his retirement portfolio the old fashioned way by picking stocks. He shares his current strategy exclusively with WEALTHTRACK. WEALTHTRACK episode 2109 broadcast on August 30, 2024

WEALTHTRACK

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How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson. 25:53

לפני 1 year25:53

25:53

Influential newsletter editor and former hedge fund manager, Whitney Tilson sees signs of a bubble in high quality stocks. Wealthtrack episode 2108 Broadcast on August 23, 2024 More info:

WEALTHTRACK

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Social Security Guru Mary Beth Franklin on The Program’s Health & Outlook. 25:55

לפני 1 year25:55

25:55

Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits. WEALTHTRACK episode 2105 broadcast on August 1, 2024 More info: https://wealthtrack.com/social-security-guru-mary-beth-franklin-on-the-programs-health-and-outlook/ Link to Mary Beth Franklin's public television special "Social Security & You" https://www.pbs.org/show/social-security-you-with-mary-beth-franklin/ Download the 2023 version of Mary Beth Franklin’s ebook Maximizing Social Security Retirement Benefits for $29.95 at https://marybethfranklin.com/ebook-on-social-security-estimated-benefits/…

WEALTHTRACK

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As Mutual Funds Mark Their 100th Anniversary, Do They Still Work for Investors? 25:48

לפני 1 year25:48

25:48

As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel. WEALTHTRACK episode 2104 broadcast on July 26, 2024

WEALTHTRACK

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Bitcoin has gone mainstream with the launch of Bitcoin ETFs 25:50

לפני 1 year25:50

25:50

The launch of Bitcoin ETFs has brought the world’s largest cryptocurrency into the mainstream, says crypto expert Matt Hougan. It is also a major milestone in crypto’s acceptance. WEALTHTRACK 2103 broadcast on July 19, 2024 More info: https://wealthtrack.com/crypto-expert-matt-hougan-explains-why-bitcoin-has-gone-mainstream-with-the-launch-of-bitcoin-etfs/ Bookshelf Out of the Ether: The Amazing Story of Ethereum https://amzn.to/4f8SKMW Bitcoin Billionaires https://amzn.to/3SeSKkC…

WEALTHTRACK

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Key investment lessons of the last 20 years from noted strategist Richard Bernstein 25:50

לפני 1 year25:50

25:50

Part 2 of 2 Noted strategist and asset allocator Rich Bernstein shares the most important investment lessons learned from the markets in the 20 years since WEALTHTRACK launch, in part 2 of his interview. WEALTHTRACK episode 2102 broadcast on July 12, 2024 More info: https://wealthtrack.com/key-investment-lessons-of-the-last-20-years-from-noted-strategist-richard-bernstein/ Bookshelf: Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype https://amzn.to/3VRLCvA Stocks for the Long Run, 6th Edition https://amzn.to/3Wh25uJ…

WEALTHTRACK

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Strategist Richard Bernstein on Successful Investment Themes of The Past and His Favorite One Now 25:49

לפני 1 year25:49

25:49

Part 1 of 2 Influential strategist Richard Bernstein reflects on the most successful investment themes of the last twenty years and explains why deglobalization and the concomitant reindustrialization of America are his number one themes now. More info: https://wealthtrack.com/strategist-richard-bernstein-on-successful-investment-themes-of-the-past-and-his-favorite-one-now/ Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype https://amzn.to/3VRLCvA…

WEALTHTRACK

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Berkshire Beyond Buffett 25:49

לפני 1 year25:49

25:49

Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene. WEALTHTRACK Episode 2053 broadcast on June 28, 2024 More info: https://wealthtrack.com/what-will-change-what-wont-if-warren-buffet-is-no-longer-at-berkshire-hathaway/ Bookshelf: THE MAKING OF AN AMERICAN CAPITALIST BY ROGER LOWENSTEIN https://amzn.to/3XHzmjT…

WEALTHTRACK

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Buffett’s Investment Evolution 25:50

לפני 1 year25:50

25:50

In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle of Omaha’s investment thinking. WEALTHTRACK Episode 2052 broadcast on June 21, 2024 More info: https://wealthtrack.com/warren-buffetts-investment-evolution-whats-changed-what-hasnt-over-five-decades/ Bookshelf: The Essays of Warren Buffett: Lessons for Corporate America: https://amzn.to/4bbp6DJ Berkshire Beyond Buffett: The Enduring Value of Values: https://amzn.to/3zaI5Bb Margin of Trust: The Berkshire Business Model: https://amzn.to/4bebl76…

WEALTHTRACK

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Artificial Intelligence Potential 25:54

לפני 1 year25:54

25:54

Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis. WEALTHTRACK episode 2051 broadcast on June 14, 2024 More Info: https://wealthtrack.com/ai-could-be-the-biggest-productivity-enhancer-since-electricity-says-t-rowe-prices-dominic-rizzo/…

WEALTHTRACK

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Investing In Freedom 25:43

לפני 1 year25:43

25:43

WEALTHTRACK episode 2048 broadcast on May 25, 2024 More Info: https://wealthtrack.com/democracy-beats-autocracy-for-investors-perth-tolles-life-liberty-indexes-prove-it/ Bookshelf: Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice by Bill Browder https://amzn.to/4bQZT23…

WEALTHTRACK

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Looming Recession 25:54

לפני 1 year25:54

25:54

Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines. WEALTHTRACK episode 2047 originally broadcast on May 18, 2024 More info: https://wealthtrack.com/with-consumers-under-increasing-financial-pressure-leading-economist-nancy-lazar-sees-recession-looming/…

WEALTHTRACK

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Exciting Bond Returns 25:40

לפני 2 years25:40

25:40

WEALTHTRACK episode 2046 originally broadcast on May 11, 2024 More Info: https://wealthtrack.com/pimcos-dan-ivascyn-on-why-bond-returns-are-the-most-attractive-in-years-rivaling-stocks-and-cash/

WEALTHTRACK

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Why Working Longer Is Not A Retirement Solution 26:03

לפני 2 years26:03

26:03

WEALTHTRACK episode 2044 broadcast on May 04, 2024 More info: https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-longer-is-not-a-retirement-solution/ Bookshelf : Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy https://amzn.to/44nREYI Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans https://amzn.to/3wgSIBe…

WEALTHTRACK

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Residential Real Estate Opportunities 25:57

לפני 2 years25:57

25:57

Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.

WEALTHTRACK

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Commercial Real Estate Opportunities 26:05

לפני 2 years26:05

26:05

Top-ranked real estate fund manager Jeffrey Kolitch discusses the compelling opportunities he is finding in the much-maligned commercial real estate industry.

WEALTHTRACK

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Influential Strategist Ed Yardeni Critiques Artificial Intelligence, Economists & The Bull Market 25:56

לפני 2 years25:56

25:56

Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, why economists have been so wrong, and the bull market could continue. WEALTHTRACK episode 2040 broadcast on March 30, 2024.

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Exciting investment opportunities with award-winning global value investor Sarah Ketterer 25:48

לפני 2 years25:48

25:48

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values. WEALTHTRACK #2039 broadcast on March, 22, 2024March

WEALTHTRACK

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A leading bond analyst shares his strategy for picking top-performing stocks for the year ahead 25:44

לפני 2 years25:44

25:44

Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2038 broadcast on March 15, 2024

WEALTHTRACK

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Early bull Ed Yardeni calls this the roaring 2020s with the economy and stocks advancing 25:49

לפני 2 years25:49

25:49

Part 1 of 2: Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2037 broadcast on March 8, 2024

WEALTHTRACK

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Portfolio Housecleaning 26:02

לפני 2 years26:02

26:02

Part 2 of 2 How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz. WEALTHTRACK episode 2033 was originally broadcast on February 09,2024.

WEALTHTRACK

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Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets 25:48

לפני 2 years25:48

25:48

We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy. WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024 More Info: https://wealthtrack.com/the-huge-impact-of-higher-yields-on-retirement-planning-with-personal-finance-guru-christine-benz/ Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income…

WEALTHTRACK

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Investing with Discipline: Seeking Opportunities in Challenging Markets 25:56

לפני 2 years25:56

25:56

We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them. WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023…

WEALTHTRACK

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Investment Strategies: Unveiling Major Themes for 2024 with Jason Trennert 25:50

לפני 2 years25:50

25:50

Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets and discover potential risks and opportunities that lie ahead. Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind. Explore the rise of populism and its impact on global markets. Don't miss this informative conversation! WEALTHTRACK Episode 2030 originally broadcast on January 19, 2024 More info: https://wealthtrack.com/leading-strategist-jason-trennert-identifies-major-investable-themes-for-2024/…

WEALTHTRACK

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Asset Allocation Strategies: Building a Strong Investment Portfolio 25:59

לפני 2 years25:59

25:59

We have a fascinating discussion with Sebastien Page, Head of T Rowe Price's global multi-asset division, about the new regime we find ourselves in. But what exactly does this regime change mean? Well, for the first time in 40 years, we have seen a higher high in fed funds, marking the end of the era of near-zero interest rates. This shift has significant implications for portfolio construction and diversification strategies. In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and considerations for building and protecting your wealth in this changing financial landscape. WEALTHTRACK episode 2029 originally broadcast on January 12, 2024 More info: https://wealthtrack.com/a-new-market-era-requires-different-strategies-sebastien-page-describes-his-updated-approach/ The View from the Knife's Edge: A New Market Regime: https://www.troweprice.com/corporate/us/en/press/press-release-financial-services-review-the-view-from-the-knifes-edge-a-new-market-regime.html Bookshelf: Beyond Diversification: What Every Investor Needs to Know About Asset Allocation https://amzn.to/3U4a2mB…

WEALTHTRACK

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Investing in China: Financial Developments and Opportunities 25:55

לפני 2 years25:55

25:55

In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets lies in individual companies rather than countries. He highlights the challenges faced by companies in China, such as government interference and encroachment on operations and governance. Foster also discusses his investment approach, focusing on income and value. Despite the changing landscape, he still finds China investable and continues to research and invest in the country. Overall, this episode provides valuable perspectives on the evolving dynamics of emerging markets and the importance of company-specific analysis in investment decisions. WEALTHTRACK Episode 2026 originally broadcast on December 22, 2023 More info: https://wealthtrack.com/andrew-foster-is-finding-undervalued-high-quality-market-leading-companies-in-emerging-markets/…

WEALTHTRACK

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Finding Compelling Values: Insights from Star Portfolio Manager David Giroux 25:41

לפני 2 years25:41

25:41

David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success. WEALTHTRACK # 2025 broadcast on December 15, 2023 More Info: https://wealthtrack.com/5-star-gold-medalist-portfolio-manager-david-giroux-discusses-contrarian-2024-strategies-and-ai/ Bookshelf: Thinking, Fast and Slow https://amzn.to/3NvHRbR…

WEALTHTRACK

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Cash Reserves & Cautious Predictions: Ed Hyman's Approach 25:53

לפני 2 years25:53

25:53

Annually, the anticipation for economist Ed Hyman's insights peaks as he's consistently ranked Wall Street's top economist for 43 years. Last year, he tracked the Federal Reserve's tightening policies, predicting a slowdown in inflation and warning of a potential recession if credit conditions tightened further. WEALTHTRACK episode 2024 broadcast on December 08, 2023 More Info: https://wealthtrack.com/wall-streets-longtime-1-economist-ed-hyman-shares-his-high-conviction-calls-for-2024/ Bookshelf: Leadership: Six Studies in World Strategy https://amzn.to/48cxEsZ…

WEALTHTRACK

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Recession Risk Analysis: Jeff Schultze's Perspective on the Economy [2023] 15:49

לפני 2 years15:49

15:49

Jeff Schultze, head of economic and market strategy at ClearBridge Investments, discusses the possibility of a recession and the current state of the economy. He shares insights on recession risk indicators, the consumer's financial health, the banking system, and the Federal Reserve's ability to respond. WEALTHTRACK Episode 2023, published on December 1, 2023 More Info: https://wealthtrack.com/strategist-jeff-schulze-explains-why-the-slowing-economy-can-coexist-with-a-rallying-stock-market/ ClearBridge’s Anatomy of a Recession Dashboard: https://www.clearbridgeinvestments.com.au/perspectives/anatomy-of-a-recession/…

WEALTHTRACK

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High-Yield Bonds: Exploring Profitable Opportunities in Fixed Income 28:33

לפני 2 years28:33

28:33

Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including its 5-star, Silver-rated Baird Core Intermediate Municipal Bond Fund, present a compelling case for muni bonds. WEALTHTRACK Episode 2022, published on November 23, 2023 More Info: https://wealthtrack.com/the-highest-yields-in-nearly-20-years-make-a-compelling-case-for-municipal-bonds/…

WEALTHTRACK

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Interest Rates and Market Speculation with Financial Historian James Grant 25:57

לפני 2 years25:57

25:57

Part 2 of 2 Financial thought leader and historian James Grant is marking the 40th anniversary of his influential Grant’s Interest Rate Observer, a twice-monthly, self-described “independent, value-oriented and contrary-minded journal of the financial markets.” Grant shares his insights on a wide range of financial topics, including booms and busts, corporate finance, inflation, and the evolution of central banking. Grant also discusses his prescient analyses of the 2007-2009 credit crisis and offers warnings about the perils of cryptocurrencies and low-interest rates. He also unveils the one trait shared by successful investors, providing valuable insights for navigating the ever-changing financial landscape. WEALTHTRACK episode 2021 was originally broadcast on November 17, 2023, More Info: https://wealthtrack.com/financial-thought-leader-james-grant-shares-four-decades-of-investment-wisdom-and-insights/ Grant’s Interest Rate Observer: https://www.grantspub.com/ Bookshelf: The Forgotten Depression: 1921: The Crash That Cured Itself https://amzn.to/3QTCsh9 Money of the Mind: How the 1980s Got That Way https://amzn.to/47tIeev The Trouble With Prosperity: The Loss of Fear, the Rise of Speculation, and the Risk to American Savings https://amzn.to/3ugSwjR Bagehot: The Life and Times of the Greatest Victorian https://amzn.to/47cX49S Inside the Yield Book: The Classic That Created the Science of Bond Analysis https://amzn.to/47lO3KY A History of Interest Rates, Fourth Edition https://amzn.to/3FR38J1…

WEALTHTRACK

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Bond Bear Market on the Horizon 26:01

לפני 2 years26:01

26:01

Part 1 of 2 James Grant, Founder and Editor of Grant's Interest Rate Observer , joins us to discuss the history of bond market cycles and why the dramatic rise in interest rates that began in March of last year might have ushered in a prolonged bear market in bonds. Grant argues that bond yields have trended in generation-length periods, with each cycle lasting at least 20 years. He believes that the bull market in bonds that began in the early 1980s has now come to an end, and that we are now embarking on a long-term period of rising interest rates. Grant's perspective is important because he has been warning of a bond bear market for many years. He has argued that the central banks' aggressive monetary stimulus policies have created a bubble in the bond market and that this bubble is now bursting. WEALTHTRACK episode 2020 originally broadcast on November 10, 2023 More info:https://wealthtrack.com/financial-thought-leader-james-grant-on-the-investment-ramifications-of-the-new-era-of-higher-interest-rates/ Bookshelf: The Forgotten Depression: 1921: The Crash That Cured Itself https://amzn.to/3QTCsh9 Money of the Mind: How the 1980s Got That Way https://amzn.to/47tIeev The Trouble With Prosperity: The Loss of Fear, the Rise of Speculation, and the Risk to American Savings https://amzn.to/3ugSwjR Bagehot: The Life and Times of the Greatest Victorian https://amzn.to/47cX49S Inside the Yield Book: The Classic That Created the Science of Bond Analysis https://amzn.to/47lO3KY A History of Interest Rates, Fourth Edition https://amzn.to/3FR38J1…

WEALTHTRACK

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Value Investing: Lessons Learned 26:03

לפני 2 years26:03

26:03

Bruce Berkowitz is the founder and CEO of Fairholme Capital Management and a legendary value investor. In this exclusive interview, he talks about his deep value, contrarian approach, his current strategy, and the lessons he's learned over the years. Berkowitz's Fairholme Fund was once a top performer, returning better than 13% annualized returns in its first decade. But it has since lagged the market and become extremely volatile. Today, 82% of the fund is concentrated in one stock: The St. Joe Company, a Florida real estate developer and manager. Berkowitz reveals the highs and lows of his career and shares his insights on value investing, contrarian thinking, and the future of the markets. WEALTHTRACK #2019 originally broadcast on November 03, 2023 More info: https://wealthtrack.com/fairholme-funds-bruce-berkowitz-deep-value-contrarian-approach-thats-still-beating-the-market/ Bookshelf: Security Analysis: Principles and Techniquehttps://amzn.to/3sax7bH…

WEALTHTRACK

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Bond Market Update: Why Bonds Are Back 25:51

לפני 2 years25:51

25:51

In a world where stocks have been the go-to asset class for income and returns, bonds are making a comeback. That's the view of Mary Ellen Stanek, Co-Chief Investment Officer of Baird Advisors and President of the Baird Funds, who says that the Federal Reserve's aggressive rate hikes have made bonds more attractive to investors. Stanek argues that the rapid rise in interest rates has created opportunities in the fixed-income market, as bond yields have increased to their highest levels in years. This means that investors can now lock in higher yields for their money, which can provide a valuable source of income and diversification in a volatile market. In this interview, Stanek explains why she is convinced that bonds are back and why investors should consider adding them to their portfolios. She also discusses her investment strategy and how she selects bonds for her clients. WEALTHTRACK episode 2018, broadcast on October 27, 2023 Learn More: https://wealthtrack.com/star-bond-fund-manager-mary-ellen-stanek-on-the-compelling-case-for-bonds-even-over-stocks/…

WEALTHTRACK

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China's Economic Challenges: Impact on Global Economies and Markets 30:28

לפני 2 years30:28

30:28

The political, demographic, and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s economies and markets. WEALTHTRACK Episode 2016, published on October 12, 2023

WEALTHTRACK

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Portfolio Lessons: Navigating Market Cycles 26:17

לפני 2 years26:17

26:17

Part 2 of 2 Our rare interview with legendary investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund which he founded 30 years ago. Morningstar gives the gold-rated fund high marks for its focus on capital preservation and strong stewardship. Since 1993, Crescent has generated equity-like returns with less risk than the overall market. Its nearly 10% annualized returns match the S&P 500 but with significantly less decline during downturns and faster recovery. Earlier this year, Romick delivered the keynote at Morningstar's investment conference, reflecting on his 30 years of successful investing across multiple cycles. We asked Romick to share insights and lessons learned navigating major crises like the tech bubble, financial crisis, COVID crash, and 2022's meltdown. Interestingly, he believes Crescent has survived by "first considering what can go wrong." Hear Romick's wisdom on defensive investing, managing risk, contrarian thinking, and preparing for an uncertain future. A rare chance to learn from a legendary investor. WEALTHTRACK Episode 2012 broadcast on September 15, 2023 More Info: https://wealthtrack.com/fpa-crescent-funds-steven-romick-shares-30-years-of-investment-lessons/ Bookshelf: Security Analysis, Seventh Edition: Principles and Technique https://amzn.to/3szbiSH…

WEALTHTRACK

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Rising Interest Rates: How to Realign Your Portfolio 26:05

לפני 2 years26:05

26:05

Is the 60/40 Portfolio Is Obsolete? The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. But in 2022, it failed to deliver the goods, declining about 16%. Mark Cortazzo says that the rapid rise in interest rates has caused a "massive change" in fixed-income returns. This means that traditional safe assets are back, and it's time to reset portfolios. Cortazzo is a Senior Vice President and Financial Advisor with the Wealth Enhancement Group. He has over 30 years of experience in the financial industry and has been named a Barron's Top Advisor for thirteen years. Cortazzo discusses the massive reset in returns and what it means for investors. He also provides tips on how to realign your portfolio for the new environment. WEALTHTRACK episode 2011 broadcast on September 8, 2023 More Info: https://wealthtrack.com/rising-interest-rates-mean-massive-changes-in-fixed-income-returns-traditional-safe-assets-are-back/ Bookshelf Your Future Self: How to Make Tomorrow Better Today : https://amzn.to/3P2MI4o The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio: https://amzn.to/3r2osYf…

WEALTHTRACK

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The Muni Bond Market Today: Expert Insights [2023] 26:12

לפני 2 years26:12

26:12

Discover the state of the municipal bond market post-2022 interest rate surge! Munis had their worst year since 1981, with a -8.5% return. Yields doubled from 1.03% to 2.63%, causing record outflows of $122 billion. Join us with muni bond expert Robert DiMella, Co-Head of MacKay Municipal Managers, as he shares insights on market recovery and tax-free opportunities. What are the opportunities and risks in the tax-free market now? WEALTHTRACK episode 2010 broadcast on September 01, 2023 More Info: https://wealthtrack.com/veteran-municipal-bond-manager-robert-dimella-on-the-opportunities-in-the-muni-market-after-2022s-big-sell-off/…

WEALTHTRACK

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Mastering Market Volatility: Lessons from Steven Romick 25:55

לפני 2 years25:55

25:55

Part 1 of 2 Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th anniversary this year. Unlike most funds, FPA Crescent has not only survived but thrived for three decades, delivering almost 10% annualized returns with lower volatility than the S&P 500. Its success lies in maintaining equity-like returns with reduced market risk and avoiding permanent capital losses. Morningstar's Gold analyst rating and the 2013 Allocation Fund Manager of the Year title validate its performance. In a rare interview, FPA Crescent Fund’s founding portfolio manager, Steven Romick puts the fund’s current positioning into perspective WEALTHTRACK 2009 broadcast on August 25, 2023 More info: https://wealthtrack.com/great-value-investor-steven-romick-describes-fpa-crescent-funds-current-positioning/ Bookshelf: Security Analysis, Seventh Edition: Principles and Technique: https://amzn.to/3szbiSH As FPA Crescent Fund celebrates its 30th anniversary, Morningstar asked the fund’s founding portfolio manager, Steven Romick to deliver a keynote speech at its annual conference. His topic: “The Evolution of a Value Investor.” https://wealthtrack.com/wp-content/uploads/2023/08/steven-romick-morningstar-keynote-speech-2023-04-final.pdf…

WEALTHTRACK

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An Essential Guide to Mutual Fund Investing: “The Thrilling 33” 26:03

לפני 2 years26:03

26:03

Selecting the best mutual funds to achieve long-term financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Research for Morningstar, has dedicated nearly three decades to this endeavor. He oversees Morningstar's North American Morningstar analyst ratings committees, responsible for vetting the prestigious Morningstar medalist ratings frequently cited in the financial world. Kinnel's extensive experience analyzing various fund types and prominent fund families has led him to publish two highly impactful articles. One is the annual "The Thrilling" fund list, which carefully selects 25 to 50 funds from a vast universe of 15,000 fund share classes based on strict criteria. Additionally, Kinnel shares his review of the top ten holdings in his personal portfolio, some of which may not be members of this year's "Thrilling 33" fund list. Join us to understand the rigorous selection process for "The Thrilling 33" and gain valuable insights into Kinnel's top personal holdings. WEALTHTRACK episode 2006 broadcast on August 04, 2023 More info: https://wealthtrack.com/best-mutual-fund-choices-from-morningstars-fund-maven-russel-kinnel/ More on “The Thrilling 33”: Reading the complete current report does require a Morningstar subscription, but you can view last year’s report for free Current report (Morningstar subscription required): https://mfi.morningstar.com/LoginDual.aspx?ReturnUrl=%2fBlogArticle.aspx%3fpostid%3d4009120&postid=4009120 Last year’s report (free): https://www.morningstar.com/funds/thrilling-31-list-great-funds…

WEALTHTRACK

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Growth Investing: Riding the A.I. Boom 26:12

לפני 2 years26:12

26:12

Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative inflection point. Join us for an insightful discussion on his recently published report, 'Investing in AI: Opportunities and Risks,' where we explore the potential of AI as a game-changing technology. As the Portfolio Manager of Baron Capital's high-growth stock-oriented Baron Opportunity Fund, he shares his strategies for identifying companies with durable competitive advantages and cash-generative business models, fostering double-digit multi-year projected annual returns. Gain valuable insights into the growth potential of AI investments from a seasoned expert's investment perspective. WEALTHTRACK episode 2005 broadcast on July 28, 2023 More info: https://wealthtrack.com/investing-in-ai-with-gold-rated-baron-opportunity-funds-michael-lippert/ Read: “Investing in AI: Opportunities and Risks”: https://wealthtrack.com/wp-content/uploads/2023/07/Baron-Insight-Investing-in-AI-7.6.2023.pdf Bookshelf: Common Sense on Mutual Funds - https://amzn.to/453zw5v Read Buffett 1990 Annual Letter: https://www.berkshirehathaway.com/letters/1990.html…

WEALTHTRACK

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Inside Vanguard's $2 Trillion Index Portfolios with Gerry O'Reilly 26:10

לפני 2 years26:10

26:10

Uncover the secrets behind managing the world's largest mutual fund, the Vanguard Total Stock Market Index Fund, in this captivating episode of WEALTHTRACK. Join Gerry O'Reilly, the fund's principal portfolio manager, as he reveals the active management required for this trillion-dollar behemoth. Learn about O'Reilly's inspiring journey from Ireland to the 1988 Seoul Olympics before delving into his impressive track record. Gain insights into the misconceptions surrounding index fund management and discover the strategies employed to match the CRSP U.S. Total Market Index. Don't miss this exclusive episode for a behind-the-scenes look at the fund shaping the investment landscape. WEALTHTRACK episode 2004 broadcast on July 21, 2023 More info: https://wealthtrack.com/gerry-oreilly-on-why-passive-is-anything-but-when-running-vanguards-total-stock-market-index-fund/…

WEALTHTRACK

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Exploring Investment Opportunities in Climate Change 25:43

לפני 2 years25:43

25:43

Climate change, a topic of daily conversation, has sparked a global industry worth billions and, soon, trillions of dollars. Discover investment opportunities in this field through the expertise of Lucas White, Lead Portfolio Manager of GMO's successful Climate Change Strategy. With the impressive performance of GMO's Climate Change Fund, which beats its benchmark and boasts 12% annualized returns, investors gain exposure to companies combatting climate change and adapting to its effects. White shares insights on the fund's unique approach and discusses his journey in launching it. WEALTHTRACK episode 2003 originally broadcast on July 14, 2023 More info: https://wealthtrack.com/the-unique-approach-of-lucas-whites-high-performing-gmo-climate-change-fund/…

WEALTHTRACK

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Small-Cap Stocks: Are They Due for a Breakout? 25:54

לפני 2 years25:54

25:54

Small-cap stocks in general have generated subpar returns in the last five years and have underperformed large-cap stocks by a wide margin over the last nine. However, Royce believes that small caps are due for a significant and lasting rebound. He says that history is the best guide to future performance, and that small caps have outperformed large caps over the long term. Chuck Royce is a small-cap pioneer with over 50 years of experience in the investment industry. He is the chairman of Royce Investment Partners, which he founded in 1973. Royce is also a portfolio manager on four Royce mutual funds and three closed-end funds. He is best known for his flagship fund, the Royce Pennsylvania Mutual Fund, which he has managed since 1972. In this exclusive interview, Royce discusses why his Royce Pennsylvania Mutual Fund has outperformed its benchmark for over half a century and why he believes small-caps are laying the foundation for an extended cycle of above-average returns. WEALTHTRACK episode 2002 originally broadcast on July 07, 2023 More Info: https://wealthtrack.com/chuck-royce-shares-50-years-of-investment-wisdom-on-his-small-cap-outperformance/…

WEALTHTRACK

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The Future: Markets, AI & Climate Change with Jeremy Grantham 25:59

לפני 2 years25:59

25:59

Jeremy Grantham, investment legend and long-time value investor, warns of a bubble of "epic proportions" in the bond, stock, housing, and commodities markets. Grantham, who has accurately predicted market bubbles in the past, believes that the current market is overvalued and due for a correction. He cites three factors that are contributing to the bubble: low interest rates, easy credit, and excessive speculation. Grantham also discusses his views on climate change, bursting market bubbles, and artificial intelligence. He believes that climate change is the most important issue facing the world today, and that artificial intelligence could have a major impact on the future of the economy. WEALTHTRACK 2001 originally broadcast on June 30, 2023 More info: https://wealthtrack.com/jeremy-granthams-views-on-climate-change-bursting-market-bubbles-and-artificial-intelligence/ Burt Malkiel: 50th anniversary of A Random Walk Down Wall Street: The Best Investment Guide that Money Can Buy - https://amzn.to/3NXtm1q Charles Ellis: Winning the Loser's Game: Timeless Strategies for Successful Investing - https://amzn.to/3XzC0WJ Robert Aliber: Manias, Panics and Crashes: A History of Financial Crises - https://amzn.to/3JDIuhK Niall Ferguson: The Ascent of Money: A Financial History of the World - https://amzn.to/3NBtySv…

WEALTHTRACK

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Financial Crisis Analysis: Lessons from Past Market Turmoil 25:56

לפני 2 years25:56

25:56

In a recent essay published in The New York Times, Richard Bookstaber, a renowned risk expert, suggests that we may be on the brink of a new era of crisis. Drawing from his extensive experience in risk management, Bookstaber has a track record of identifying and addressing risks in both private and public institutions. As the Chief Risk Officer of Fabric, a platform focused on risk management for wealth managers and individuals, he has played a crucial role in navigating financial crises and working with regulatory bodies. Bookstaber's current analysis highlights several slow-motion risks that he believes pose significant threats to the economy, societal stability, and even civilization itself. These risks encompass climate change, demographic shifts, deglobalization, and artificial intelligence. Alongside these long-term concerns, Bookstaber also evaluates more immediate challenges that impact the economy and financial markets. With his vast expertise and historical insights, Bookstaber's perspective offers valuable insights into the complex landscape of risks facing our world today. WEALTHTRACK Episode 1951, broadcast on June 16, 2023 More info: Bookshelf: The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction: https://amzn.to/468ggFj A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation: https://amzn.to/3JdrfUc…

WEALTHTRACK

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Bullish Outlook: Savita Subramanian Debunks Stock Market Misconceptions 25:52

לפני 2 years25:52

25:52

Part 2 of 2 American investors have had a love-hate relationship with stocks since their early days of trading under a buttonwood tree on Wall Street in 1792. However, recent setbacks, including a challenging year for equities in 2022 and rising yields on fixed income investments, have led to a cooling of investor sentiment. We welcome back Savita Subramanian, an influential strategist serving as the Head of U.S. Equity and Quantitative Strategy at BofA Global Research. She challenges the prevailing negative perception of stocks and presents research-backed evidence of their value as long-term investments. Subramanian, recognized as a top-ranked analyst by Institutional Investor for the last ten years and featured on Barron's list of the 100 Most Influential Women in U.S. Finance for three consecutive years, her expertise is highly regarded in the industry. In part two of our interview with Subramanian, she sheds light on the significant market trends and explains why stocks should be considered for long-term ownership. Explore her insights and gain a deeper understanding of the enduring value that stocks can bring to your investment portfolio. WEALTHTRACK #1948 broadcast on April 26, 2023 More info: https://wealthtrack.com/winning-investment-themes-with-staying-power-in-a-changing-world/…

WEALTHTRACK

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Recession Warning: Fed Tightening Cycles Lead to Economic Downturns 26:08

לפני 2 years26:08

26:08

David Rosenberg, a well-known economist, believes that the United States is in a recessionary bear market. He predicts that the S&P 500 will eventually bottom at 3100, and he has positioned his personal portfolio accordingly. Rosenberg's predictions are based on his analysis of the Federal Reserve's tightening cycle, which he believes will lead to a recession. He also points to the recent failures of Silicon Valley Bank, Signature Bank, and First Republic as evidence that the economy is weakening. Rosenberg's views are in contrast to those of many other economists, who believe that the Federal Reserve can engineer a soft landing. However, Rosenberg's track record suggests that he is worth listening to. In 2007, he predicted the subprime mortgage crisis, which turned into the Global Financial Crisis. Investors who are concerned about the economy should pay attention to Rosenberg's predictions. They may want to consider reducing their equity exposure and increasing their cash holdings. Recessions & financial crises go hand in hand after Federal Reserve tightening cycles. Outspoken economist Dave Rosenberg sees evidence of both and advises defensive investments WEALTHTRACK 1947 broadcast on May 19, 2023…

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