WEALTHTRACK

Jason Trennert, Chief Investment Strategist at Strategas, shares his expert insights on major investment trends for 2025. He discusses the importance of modernizing energy infrastructure and the historical lessons from inflation trends. Trennert delves into the 'Trump trade' and its implications for future policies, while navigating the stock market's challenges and opportunities. He also highlights the resurgence of investor confidence, driven by technological advancements in utilities, and suggests contrarian strategies targeting underperforming sectors for potential growth.

David Giroux, an acclaimed portfolio manager at T. Rowe Price, dives into the evolution of investing over the past 25 years. He discusses the shift from traditional strategies to short-term trading, showcasing the opportunities for long-term investors. Giroux also shares his insights on the impact of AI on investment strategies and emphasizes the importance of management quality. Additionally, he highlights Rivety's potential in the tech sector and discusses how Kahneman's 'Thinking, Fast and Slow' influences decision-making in investing.

Matthew McLennan, co-head of First Eagle Investment's global value team, offers keen insights on investing amid uncertainty. He highlights value in unexpected sectors and the importance of diversification, particularly in light of U.S.-China tensions. McLennan emphasizes gold as a stabilizing asset and explores lucrative opportunities in medical technology and international markets like Mexico. He also reflects on historical lessons for today’s investors, advocating for a well-rounded portfolio to navigate high-risk environments.

Warren Pierson, Co-Chief Investment Officer of Baird Advisors and portfolio manager of the top-rated Baird Aggregate Bond Fund, explains the newfound popularity of bonds.

Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.

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

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

Bob Doll, CEO and Chief Investment Officer of Crossmark Global Investments with over $7 billion in assets under management, delves into investing strategies in a risky, momentum-driven market. He highlights key economic indicators affecting investor sentiment and the impact of elections on market behavior. Doll discusses the challenges facing middle-income consumers due to rising debt and Federal Reserve policies. He emphasizes the importance of quality investments, recommending companies like Microsoft, Apple, and Cigna for a diversified long-term strategy.

Christine Benz, Morningstar’s personal finance guru and author of 'How to Retire', shares essential lessons for a secure retirement. She emphasizes simplifying investment portfolios and highlights the reliability of Social Security and annuities for income. Benz discusses the bucket strategy for structuring a resilient retirement portfolio and the importance of flexible withdrawal rates. She also explores the emotional aspects of financial planning, urging communication with family and finding joy through simple pleasures in retirement.

Christine Benz, Morningstar’s director of personal finance and retirement planning, dives into the vital yet often ignored non-financial aspects of retirement in her new book. She emphasizes the importance of finding purpose and structure post-career, discussing strategies to maintain relationships and counter social isolation. Benz also tackles long-term care planning and the value of community connections, while advocating for a gradual transition into retirement to ensure a fulfilling experience.