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WEALTHTRACKEpisodes
Episodes of WEALTHTRACK
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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/su
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://pod
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/wealth
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
Part 2 of 2How 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 pod
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 im
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
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
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 se
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 emergin
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 margi
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 war
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
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
Part 2 of 2Financial 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 fi
Part 1 of 2James 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
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
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
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--- Support thi
Part 2 of 2Our 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
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 ra
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 exper
Part 1 of 2Discover 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 deca
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 Morning
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