Large-cap U.S growth stocks, particularly tech stocks have been the overwhelming winners of the last decade. They now dominate the market. The top ten S&P 500 stocks, including the FAANGs, account for more than 25% of the index’s total market v

Improve Investment Results: Quality Shareholders

Aug 28th, 2021 26m 31s

In this era of indexing the investors who research and buy individual companies are becoming a rarity – some would say a throwback – to another era.The most obvious example is Warren Buffett, the nonagenarian Chairman of Berkshire Hathaway who

Warren Buffett’s Evolution Into a Great Manager

Jul 31st, 2021 25m 47s

Part 1 of 2Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an American icon dispensing investment wisdom and commentary over the years through his annual shareholde

Inflation Trajectory: Understand the History

Jul 17th, 2021 25m 56s

If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into the economy. It has been used in relation t

ESG Investing: “The Race of Our Lives”

Jul 10th, 2021 25m 6s

Part 2 of 2When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of your ability”, and to “say what you think you should say to everybody”. He is following through on

The Bull Market: A Bubble of “Epic Proportions”

Jul 7th, 2021 26m 15s

We are celebrating the launch of WEALTHTRACK’s18th season on public television this week! We feel so fortunate to serve you. When WEALTHTRACK launched in July of 2005 our mission was to help our audience and ourselves build financial security t

Investing in a Speculative Market: Thoughts From “The Intelligent Investor”

Jun 26th, 2021 26m 7s

For financial historians and serious market observers, the current era has all the signs of a developing market bubble.Money is abundant, a wide range of financial assets have risen to record or near-record levels, and enormous amounts of money

Economic Recovery: Massive Problems Ahead [2021]

Jun 20th, 2021 26m 39s

How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now. This week’s WEALTHTRACK guest is looking beyond the current rebound and

Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong

Jun 13th, 2021 26m 26s

The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forecasts are for 10% GDP growth in the second quarter, 7.5% in the 3rd, and 5% in the fourth.As for

New Opportunities and Challenges for Bond Investors

May 22nd, 2021 26m 44s

Times they are a-changin’…With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. All of these developments are creating new opportunities and challenges

Equity-Like Returns With Less Than Stock Market Risk

May 15th, 2021 26m 37s

“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.Steven Rom

An Embarrassment of Riches in the High Growth Stock Universe

May 10th, 2021 26m 25s

There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers,

Quality Growth Companies Pays Off

May 1st, 2021 26m 25s