WEALTHTRACK

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

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

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

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.

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

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

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

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

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

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

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.

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

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

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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: 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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Influential economist and strategist Ed Yardeni tackles why AI isn't intelligent, economists have been so wrong and the bull market could continue. WEALTHTRACK episode 2040 broadcast on March 30, 2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Causeway Capital's Sarah Ketterer describes a range of global companies with outstanding values. WEALTHTRACK #2039 broadcast on March, 22, 2024March --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support