Podcasts about wealthtrack

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 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

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

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

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

Send us a Text Message.DId you know that domestic health insurance typically does not cover you when travelling abroad? If you're still in the planning zone for a summer vacation and beyond, or if you're already set to go, stop what you're doing and listen up. Is travel health insurance on your agenda? Lean in, and find out why you may want to consider getting some insurance, before you go, especially if you're heading abroad.As we continue our summer haitis, we're re-purposing some fan faves. This AGG podcast episode originally dropped last May, but the information is still relevant and so needed. Our guest was Dr. Katy Votava, an expert in healthcare reimbursement and outcomes, including those related to Medicare, Medicaid and long-term care. Dr. Katy is also an author.BIO:Dr. Katy Votava is the President and Founder of GOODCARE.com®, a unique consulting firm designed to help people have the best healthcare coverage now and in retirement. Dr. Votava is a Nurse Practitioner with a Ph.D. in healthcare economics from the University of Rochester and a post-doctoral fellowship at Harvard Medical School. Dr. Katy, as she prefers to be called, is also the author of the Amazon best-selling book, "Making the Most of Medicare: A Guide for Baby Boomers."  The 10th edition will be released soon.Dr. Katy focuses her research on health policy and public health on healthcare economics, homecare, and telehealth. She has written for and is quoted by the Financial Advisor, Wall Street Journal, New York Times, USA Today, CNBC, Consuelo Mack's WealthTrack, Money, Financial Advisor, Fox News, Journal of Financial Planning, Investment & Wealth Institute, InvestmentNews, NerdWallet, Retirement Daily, The Street.com, Retirement Daily, and has been a guest on the Ageless Glamour Girls Podcast. Dr. Katy is a sought-after speaker on retirement healthcare finance, Medicare, and Long-Term Care.https://goodcare.com/https://www.facebook.com/DrKatyV/https://www.linkedin.com/in/drkatyvotava/Support the Show.www.linkedin.com/in/marqueetacurtishaynes www.agelessglamourgirls.com https://www.youtube.com/@agelessglamourgirls Instagram and Facebook: @agelessglamourgirlsFacebook: https://www.facebook.com/agelessglamourgirlsPrivate (AGG) FB Group: The Ageless Café: https://www.facebook.com/groups/theagelesscafeTikTok: @agelessglamourgirlsPodcast Producers: Purple Tulip Media, LLC and WEG Media Group, LLC

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

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

Consuelo Mack stops by The Business Brew to discuss her career in financial media. Consuelo hosts the show WealthTrack, a show Bill has watched and/or listened to for years. This conversation will help Consuelo's fans understand more about her early career and how she developed WealthTrack. Bill was very happy Consuelo said yes to coming on the show. His only regret is messing up Ed Hyman and Ed Yardeni in the conversation. He hopes both Eds forgive him. We hope you enjoy the conversation!

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

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

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

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

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

ClearBridge's Head of Economic and Market Strategy joins Consuelo Mack on WealthTrack to explain why he expects a shallow recession in 2024, the importance of the consumer and the labor markets in determining the economy's path and how a new interest rate environment could cause the market's concentrated growth leadership to broaden and support value stocks.

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

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

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

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

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

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

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