WEALTHTRACK

William Green, bestselling author of "Richer, Wiser, Happier," shares insights from the world’s most successful investors. He discusses the emotional awareness and adaptable mindsets needed to navigate market volatility. Green emphasizes the 'art of subtraction,' advocating for focused lifestyles to enhance decision-making. Integrity in investing is a key theme, highlighting the importance of ethical practices and personal relationships. Valuable research resources, like Buffett’s letters, are recommended for strategic decision-making.

Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.

Jamie Hopkins, an award-winning certified financial planner and Chief Wealth Officer at WSFS, sheds light on the significant risks of digital asset management in retirement planning. He highlights that digital assets can average around $190,000 for Americans and discusses how improper management can lead to substantial risks, including digital theft. Hopkins also emphasizes the importance of integrating these assets into estate planning and shares strategies for enhancing security and preventing identity theft, while tackling recent tax legislation changes that could impact retirement savings.

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

Tom Russo, managing member and chairman of Gardner, Russo & Quinn, dives into what it takes to join Semper Vic Partners’ exclusive portfolio. He shares insights on the critical attributes shared by successful global brand-name companies. Russo discusses navigating the future of Berkshire Hathaway post-Buffett, emphasizing long-term investment strategies and the resilience of family-controlled businesses. He also highlights the importance of curiosity and continuous learning in value investing, encouraging investors to engage with their community for better insights.

Join Tom Russo, managing member and chairman at Gardner, Russo & Quinn, as he tackles macro challenges for global brands. He discusses the resilience of consumer loyalty amid turbulent times. Russo highlights how shifts in international relations impact investment strategies and the dollar's reserve status. He emphasizes agility in response to U.S. policy changes and the growth potential of companies like Heineken. Lastly, he shares the vital role of integrity and character in making solid investment decisions.

Sarah Ketterer, CEO of Causeway Capital Management, delves into the emerging investment opportunities in Europe. She discusses how U.S. trade policies are unexpectedly fostering growth in Europe, particularly in Germany and the pharmaceutical sector. Ketterer highlights the rising defense budgets that signal an optimistic financial landscape. She also emphasizes the importance of disciplined diversification in investment strategies, providing insights on managing risks effectively while steering clear of over-diversification pitfalls.

Financial historian James Grant, founder of Grant's Interest Rate Observer, warns that gold's recent rally poses a threat to U.S. financial dominance. He discusses the declining confidence in the dollar and rising interest in gold by central banks, highlighting potential shifts in global finance. Grant explains how economic uncertainties make gold a stable investment, emphasizing the importance of independent financial strategies while navigating today’s volatile market. His insights challenge traditional investment norms and suggest a reevaluation of asset portfolios.

Niall Ferguson, a distinguished historian and senior fellow at Stanford and Harvard, dives into America's waning global influence. He discusses the evolution of the American empire since WWII and the implications of rising federal debt on military readiness. Ferguson highlights Taiwan's pivotal role in technology and geopolitical tensions with China. He calls for a reassessment of U.S. strategies and urges investors to focus on defensive assets like Bitcoin, cash, and gold amidst shifting economic dynamics and uncertainties.

Niall Ferguson, a renowned historian and senior fellow at Stanford and Harvard, dives into the ramifications of tariff uncertainty on the economy. He connects Trump's tariff policies with COVID-19's disruptions, emphasizing their influence on global supply chains and consumer prices. Ferguson also discusses the intense U.S.-China trade war and its contrasting impacts on both nations, while raising alarms about the uncertainty unsettling businesses. Finally, he shares investment insights during these turbulent times and the potential benefits for European stocks from increased defense spending.