WEALTHTRACK

Top-ranked real estate fund manager Jeffrey Kolitch discusses the compelling opportunities he is finding in the much-maligned commercial real estate industry.

Influential strategist Ed Yardeni critiques AI's intelligence, economists' accuracy, and the potential of the ongoing bull market. He highlights the importance of human input in decision-making despite technological advancements, the economic implications of AI hype, the impact of retiring baby boomers on industry growth, and strategies for managing uncertainties in the stock market amidst geopolitical risks.

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values. WEALTHTRACK #2039 broadcast on March, 22, 2024March

Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2038 broadcast on March 15, 2024

Part 1 of 2: Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2037 broadcast on March 8, 2024

Part 2 of 2 How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz. WEALTHTRACK episode 2033 was originally broadcast on February 09,2024.

Christine Benz, Morningstar's personal finance guru, discusses the impact of higher yields on retirement planning. Topics include adding a fixed immediate annuity to retirement plans, the importance of asset location, investing in defined maturity bond funds, iShares I bond Term TIPS ETFs, and implications of higher interest rates on portfolio returns.

We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them. WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023

Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets and discover potential risks and opportunities that lie ahead. Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind. Explore the rise of populism and its impact on global markets. Don't miss this informative conversation! WEALTHTRACK Episode 2030 originally broadcast on January 19, 2024 More info: https://wealthtrack.com/leading-strategist-jason-trennert-identifies-major-investable-themes-for-2024/

We have a fascinating discussion with Sebastien Page, Head of T Rowe Price's global multi-asset division, about the new regime we find ourselves in. But what exactly does this regime change mean? Well, for the first time in 40 years, we have seen a higher high in fed funds, marking the end of the era of near-zero interest rates. This shift has significant implications for portfolio construction and diversification strategies. In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and considerations for building and protecting your wealth in this changing financial landscape. WEALTHTRACK episode 2029 originally broadcast on January 12, 2024 More info: https://wealthtrack.com/a-new-market-era-requires-different-strategies-sebastien-page-describes-his-updated-approach/ The View from the Knife's Edge: A New Market Regime: https://www.troweprice.com/corporate/us/en/press/press-release-financial-services-review-the-view-from-the-knifes-edge-a-new-market-regime.html Bookshelf: Beyond Diversification: What Every Investor Needs to Know About Asset Allocation https://amzn.to/3U4a2mB