WEALTHTRACK

Consuelo Mack
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Oct 12, 2018 • 25min

Value Investing Under Pressure and the Pressure to Go Passive

The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders James Grant and Jason Zweig weigh in. WEALTHTRACK #1517 broadcast on October 12, 2018.
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Oct 5, 2018 • 26min

What’s the Biggest Risk in the Markets Today?

Top strategist Richard Bernstein says investors are looking for risk in all the wrong places.  He explains where he believes the biggest risk by far is in the bond market. WEALTHTRACK #1516 broadcast on October 05, 2018.
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Sep 28, 2018 • 25min

Exploring Overseas Opportunities With a Top Ranked Fund Manager

5-star fund manager Michael Testorf of ClearBridge International Growth fund makes the contrarian case for overseas growth stocks.  WEALTHTRACK #1515 broadcast on September 28, 2018.
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Sep 22, 2018 • 26min

Why Five Star Fund Manager Mary Ellen Stanek Is Proud to Be Boring

5-star fund manager Mary Ellen Stanek explains why she is proud to describe her Baird Core Plus Bond Fund as sleep insurance for investors. WEALTHTRACK #1514 broadcast on September 21, 2018.
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Sep 14, 2018 • 26min

Nuveen’s Veteran Chief Equity Strategist Bob Doll Shares His Views on the Markets and Strategy

Outlook and strategy with market beating portfolio manager and widely followed investment strategist, Bob Doll. WEALTHTRACK #1513 broadcast on September 14, 2018.
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Sep 8, 2018 • 26min

What Do Top Performing Investors and Recognized Financial Thought Leaders Think About Bitcoin?

Over the last several months, every time we did an interview we asked our guests for their views of Bitcoin and other cryptocurrencies. Everyone had an opinion! This week we decided to share a sampling from 17 of our top investors and financial thought leaders. Guests include Jeremy Grantham, Edward Yardeni, Jason Trennert, Joel Greenblatt, John Hathaway, Michael Testorf, Bill Miller, David Nadel, Andy Augenblick, Stuart Lucas, Randy Swan, Mark Cortazzo, Mary Ellen Stanek, David Giroux, David & Tom Gardner, and Bob Doll. WEALTHTRACK #1512 broadcast on September 7, 2018.
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Apr 20, 2018 • 26min

A Legendary Value Investor Mixes Passive With Active to Overcome Destructive Investor Behavior

An exclusive interview with legendary value investor Joel Greenblatt on overcoming destructive investor behavior by combining passive with active strategies. WEALTHTRACK #1444 broadcast on April 20, 2018.
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Apr 13, 2018 • 26min

Are Cryptocurrencies the Next Big Thing? ETF Expert Matt Hougan Explains His Move to Cryptos

Are cryptocurrencies the next big thing? ETF expert Matt Hougan explains why he has made the leap to cryptos. WEALTHTRACK #1443 broadcast on April 13, 2018.
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Apr 7, 2018 • 26min

Harding Loevner’s Simon Hallett on the Constant Vigilance Required to Keep Its Competitive Edge

What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WEALTHTRACK #1442 broadcast on April 6, 2018.
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Mar 30, 2018 • 26min

How David Giroux Delivers Stock Market Performance With Much Less Risk

A rare interview with T. Rowe Price’s David Giroux. The two time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk. WEALTHTRACK #1441 broadcast on March 20, 2018.

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