WEALTHTRACK

As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel. WEALTHTRACK episode 2104 broadcast on July 26, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Part 2 of 2 Noted strategist and asset allocator Rich Bernstein shares the most important investment lessons learned from the markets in the 20 years since WEALTHTRACK launch, in part 2 of his interview. WEALTHTRACK episode 2102 broadcast on July 12, 2024 More info: https://wealthtrack.com/key-investment-lessons-of-the-last-20-years-from-noted-strategist-richard-bernstein/ Bookshelf: Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype https://amzn.to/3VRLCvA Stocks for the Long Run, 6th Edition https://amzn.to/3Wh25uJ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Part 1 of 2 Influential strategist Richard Bernstein reflects on the most successful investment themes of the last twenty years and explains why deglobalization and the concomitant reindustrialization of America are his number one themes now. More info: https://wealthtrack.com/strategist-richard-bernstein-on-successful-investment-themes-of-the-past-and-his-favorite-one-now/ Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype https://amzn.to/3VRLCvA --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene. WEALTHTRACK Episode 2053 broadcast on June 28, 2024 More info: https://wealthtrack.com/what-will-change-what-wont-if-warren-buffet-is-no-longer-at-berkshire-hathaway/ Bookshelf: THE MAKING OF AN AMERICAN CAPITALIST BY ROGER LOWENSTEIN https://amzn.to/3XHzmjT --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle of Omaha’s investment thinking. WEALTHTRACK Episode 2052 broadcast on June 21, 2024 More info: https://wealthtrack.com/warren-buffetts-investment-evolution-whats-changed-what-hasnt-over-five-decades/ Bookshelf: The Essays of Warren Buffett: Lessons for Corporate America: https://amzn.to/4bbp6DJ Berkshire Beyond Buffett: The Enduring Value of Values: https://amzn.to/3zaI5Bb Margin of Trust: The Berkshire Business Model: https://amzn.to/4bebl76 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis. WEALTHTRACK episode 2051 broadcast on June 14, 2024 More Info: https://wealthtrack.com/ai-could-be-the-biggest-productivity-enhancer-since-electricity-says-t-rowe-prices-dominic-rizzo/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

WEALTHTRACK episode 2048 broadcast on May 25, 2024 More Info: https://wealthtrack.com/democracy-beats-autocracy-for-investors-perth-tolles-life-liberty-indexes-prove-it/ Bookshelf: Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice by Bill Browder https://amzn.to/4bQZT23 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines. WEALTHTRACK episode 2047 originally broadcast on May 18, 2024 More info: https://wealthtrack.com/with-consumers-under-increasing-financial-pressure-leading-economist-nancy-lazar-sees-recession-looming/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

WEALTHTRACK episode 2046 originally broadcast on May 11, 2024 More Info: https://wealthtrack.com/pimcos-dan-ivascyn-on-why-bond-returns-are-the-most-attractive-in-years-rivaling-stocks-and-cash/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

WEALTHTRACK episode 2044 broadcast on May 04, 2024 More info: https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-longer-is-not-a-retirement-solution/ Bookshelf : Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy https://amzn.to/44nREYI Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans https://amzn.to/3wgSIBe --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue. WEALTHTRACK episode 2040 broadcast on March 30, 2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values. WEALTHTRACK #2039 broadcast on March, 22, 2024March --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy. WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024 More Info: https://wealthtrack.com/the-huge-impact-of-higher-yields-on-retirement-planning-with-personal-finance-guru-christine-benz/ Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support