WEALTHTRACK

Investment consultant and author Charles Ellis dives into the foundations that have shaped America, highlighting monumental investments like Social Security and the Louisiana Purchase. He shares insights on Frances Perkins' pivotal role in establishing Social Security, and discusses the impact of philanthropic giants like Carnegie. Ellis also explores the groundbreaking work of the NIH in health research and ponders if modern equivalents of these great investments are possible today. He offers practical investment advice, advocating for index funds and local philanthropy.

Jonathan Clements, a renowned personal finance journalist and founder of HumbleDollar.com, shares profound insights while navigating terminal cancer. He discusses the importance of organizing finances for loved ones and reflects on the unpredictable nature of health risks. Clements emphasizes the security provided by frugality, the liberation of discussing death, and the sources of happiness he's found despite his diagnosis. He advocates for honest family conversations about estate planning and highlights the importance of defining money's true meaning.

Ed Yardeni, Ph.D., a leading economist and investment strategist known for his insights on the 'Roaring 2020s', shares his perspectives on key megatrends shaping the economy and markets. He discusses how tech visionaries like Musk and Bezos spark a productivity surge. AI's rapid evolution and its limits are also explored. Yardeni emphasizes the continued demand for data and the significant impact of baby boomers on the economy. He advises on diversifying investments and highlights the shifting landscape of global supply chains and emerging markets.

In 2020, influential strategist Ed Yardeni predicted the economy & markets were entering a “Roaring 2020s” decade. So far, he’s proven the naysayers wrong. He explains why the economy should continue to expand and the markets to advance in 2026 and beyond. WEALTHTRACK episode 2224, broadcast Dec. 12, 2025

Matt Hougan, Chief Investment Officer at Bitwise Asset Management and a pioneer in crypto ETFs, dives deep into the crypto revolution. He highlights how spot Bitcoin ETFs, regulatory support, and institutional backing have skyrocketed crypto's mainstream acceptance. Matt likens blockchain technology to the internet, emphasizing its role in global finance. He also contrasts Bitcoin and Ethereum's uses, discusses Wall Street's growing acceptance, and predicts a surge in crypto innovations like ETFs and stablecoins. His strategy? Opt for diverse crypto index funds to stay ahead.

In this engaging conversation, François Rochon, founder of Giverny Capital and a long-term value investing guru, shares insights from his unique investing philosophy. He draws parallels between investing and art collection, explaining his meticulous screening process for high-quality companies. Rochon emphasizes key traits like humility and patience as vital to his success. He also discusses the merits of investing in durable companies such as Visa and Berkshire Hathaway, along with reflections on past mistakes and the importance of quick decisions in the market.

Jane Buchan, an expert in alternative investments and CEO of Martlett Asset Management, delves into the world of non-traditional assets. She highlights the distinctions between liquid and illiquid alternatives, explaining their role in retirement plans. Jane discusses the rise of private credit, the challenges for regulations in a global market, and how hedge funds differ from private equity. She emphasizes the importance of diversification in investment portfolios, providing insightful strategies for average investors looking to explore alternative options.

David Gardner, co-founder of The Motley Fool, shares insights from his book on stock-picking. He discusses the vital traits of 'rule breaker' companies that disrupt markets through innovation. Gardner argues that individual stock picking often outperforms indexing, and he highlights the importance of sustainable competitive advantages. He identifies key players in AI like Nvidia and Palantir while reflecting on lessons from investment losers. His strategy focuses on patience and allowing winners to flourish despite market volatility.

The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most.WEALTHTRACK episode 2218, broadcast on 10-24-2025

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