Podcasts about wealthtrack

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

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

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 9-24-2025

This Flashback Friday is from episode 431 published last October 28, 2014. The impact of technology and the future of development plays a big part in today's Creating Wealth Show. Jason Hartman talks about America's growing role in this changing society, and makes particular note of the ever-increasing contributions of Generation Y.  Later, he invites Consuelo Mack of WealthTrack on to give her thoughts about China's current state, the importance of a diverse investment portfolio and where technology will lead us in 15 years' time.   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

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

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

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

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. 

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

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

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 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