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WEALTHTRACK

Markets and Investing

Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixteeth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about. Support this podcast: https://anchor.fm/wealthtrack/support

Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixteeth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about. Support this podcast: https://anchor.fm/wealthtrack/support

Location:

United States

Description:

Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixteeth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about. Support this podcast: https://anchor.fm/wealthtrack/support

Language:

English

Contact:

917.740.8737


Episodes

Online Investor: Social Media Effect from Robinhood to GameStop

3/6/2021
John Rekenthaler, Vice President of Research at Morningstar and author of the twice-weekly “Rekenthaler Report” analyzes the influence of the online investment communities that have driven GameStop’s meteoric rise and stunning declines. Rekenthaler says their influence is here to stay, at least until regulators get involved. WEALTHTRACK #1736 published on March 05, 2021 More info:...

Duration:00:13:35

Financial Bubbles of Historic Proportions

2/26/2021
The balance sheet of the Federal Reserve continues to surge at an unprecedented rate, up 83% y/y to a historic level, $7.59 trillion at the latest count. According to our WEALTHTRACK podcast guest, financial historian, and long-time market observer James Grant, interest rates, the “central pricing mechanism for financial markets” have been pushed to artificially low levels by the Fed’s policies which have created numerous market bubbles. He cites Bitcoin as one of the most extreme...

Duration:00:00:16

Which Investments Are Poised To Do Well In 2021?

2/20/2021
Part 2 of 2 Old fashioned asset allocation used to be a fairly simple exercise: 60% individual stocks, usually U.S. large-caps and 40% bonds, mostly investment-grade corporates, some Treasury securities for liquidity, and a smattering of municipal bonds for higher tax bracket individuals. Today it's a whole different ball game, juggling multiple global asset classes, using complex computer modeling, algorithms, pricing formulas, and intensive analysis. This is the realm of Sébastien Page,...

Duration:00:26:20

Portfolio Diversification’s Failure: Bear Markets Calls for a New Strategy

2/13/2021
Part 1 of 2: Talk to most investment professionals and they will tell you that portfolio diversification is the key to successful investing and that asset allocation among multiple asset classes, not individual security selection, accounts for as much as 100% of investment returns. Being broadly diversified among different asset classes is supposed to give you strong exposure to market rallies and protection in down markets as non-correlated assets zig when others zag and soften the...

Duration:00:26:05

Dreifus: Build Focused Portfolios That Beat The Market

2/6/2021
One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow group of superstars, mainly large-cap U.S. tech stocks and the much wider universe of laggards, value and small-cap stocks in particular. In 2020 that divergence blew up. Small-cap went from worst to first. The year began disastrously. Small-caps ended the year with their best quarterly gain ever, a stunning 31% advance in the index, handily...

Duration:00:26:06

Financial To-Do List For A New Year [2021]

1/23/2021
Blast off! Stock markets are setting records, with tech stocks leading the charge once again. “Don’t fight the Fed” should now encompass “don’t fight the Treasury, fiscal stimulus, vaccinations and investor demand for ‘real’ (after inflation) returns.” The Wall Street Journal reports that the “S&P 500 rose 14.3% from Election Day through Inauguration Day, its best performance on record for that period.” (The Wall Street Journal “Stocks Climb To Records, Led By Tech Sector” 1/21/21) In...

Duration:00:25:52

Financial Plans: Pandemic Era Rethink

1/16/2021
COVID-19 has affected just about every aspect of our professional and personal lives, including the state of our finances. Whether you or a loved one are among the more than 20 million Americans who lost their jobs in the spring of 2020 in the depths of the lockdowns, or one of the millions of Americans who saw their retirement portfolios plunge in the shortest bear market on record in February and March, (and if you stayed invested have benefitted from the markets rebound), or if you or a...

Duration:00:26:05

The Narratives Driving Stock & Real Estate Prices [2021]

1/9/2021
We have a special treat for you. Robert Shiller, a Nobel Prize-winning economist, a pioneer in the field of behavioral finance, long-time Yale professor, financial innovator, and prolific author. Shiller is also the co-creator of the widely cited gauge of U.S. housing prices, the Case-Shiller Home Price Index, and creator of the cyclically adjusted PE ratio known as the Cape Ratio which is a price-earnings ratio for the S&P 500 based on average inflation-adjusted earnings from the previous...

Duration:00:26:03

Economic Perspective on the Extraordinary Events of 2020

12/19/2020
This week, in part 2 he will share his fifty years of economic perspective on the extraordinary events of 2020 and how the pandemic has changed the economy and markets. It will be a fascinating conversation with one of the best business cycle analysts of our era. Every year at around this time we sit down for an in-depth interview with legendary economist Ed Hyman. Hyman has been voted Wall Street’s number one economist in Institutional Investor magazine’s prestigious annual survey of...

Duration:00:26:10

Record Monetary Stimulus + Vaccines = Economic Growth [2021]

12/12/2020
It's an annual tradition on WEALTHTRACK to sit down for a rare in-depth interview with Ed Hyman, Wall Street’s number one-ranked economist for an unrivaled forty years! Hyman is a Wall Street legend. His ability to gather reams of economic data, including proprietary information from many sources including his weekly company surveys of industries ranging from retailers to restaurants, to homebuilders, truckers, and even Christmas tree vendors gives him an ability to take the current pulse of...

Duration:00:26:01

Medicare & Lockdown: Better than Ever? (U.S.)

11/28/2020
According to Medicare benefits expert, Dr. Katy Votava COVID-19 has altered several aspects of Medicare coverage and procedures. She will tell us what’s different and how to take advantage of the changes. She will also help us meet the deadline for Medicare’s annual enrollment period which ends on December 7th and allows medicare beneficiaries to evaluate their Medicare Advantage Plans and part D, prescription drug plans, and shift to different providers if it makes sense. Votava is a...

Duration:00:19:04

Successful Investing: Timeless Advice

11/21/2020
Can investing be simple? Can we stop worrying about what’s happening on Wall Street, in Washington, with Fed policy, inflation, corporate earnings, and numerous other headline-making concerns? Can we just get on with our lives and still invest successfully? According to this week’s guest, the answer is yes, and we shouldn’t even care what the market is doing. What should we care about? How should we invest? That is the focus of this week’s exclusive WEALTHTRACK interview. Our guest is...

Duration:00:26:20

China’s Economic Comeback Offers Specific Investment Opportunities

11/14/2020
It’s been a roller coaster of emotions for investors this week. Our focus is China. China of course is where COVID-19 originated in late 2019. It felt the impact first. It shut down vast swathes of its economy in response and it is now coming out of it, first. All indications are that the world’s second-largest economy, by some measures occasionally the largest, is making a comeback. It looks like an impressive one. The International Monetary Fund is predicting China’s economy will expand...

Duration:00:26:13

Massive Stimulus, Big Government, Low-interest Rates: 3 Megatrends Moving Markets

11/7/2020
What a week! The widely predicted blue wave of Democrats sweeping into the White House, taking over the Senate majority, and increasing their dominance in Congress has failed to materialize. As far as the stock market is concerned, a divided government is a plus because not a lot will change in the way of tax policy and regulations. Investor optimism is not shared by Federal Reserve officials who expressed ongoing concern about the economy and the recent uptick in COVID-19 cases in today’s...

Duration:00:23:55

Election Portfolio Changes From Leading Strategist Jason Trennert

10/31/2020
One of the most striking financial characteristics of the pandemic experience has been the seeming disconnect between the economy and the stock market. The economy was severely damaged by the lockdown of business and sheltering in place policies put in effect earlier this year, but until this week the market has been rising with more stocks The unemployment rate which had fallen to 3.5% last year, the lowest level since 1969, skyrocketed with the lockdowns, reaching 14.7% in April, a level...

Duration:00:29:41

“Black Swan” Advice

10/24/2020
COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality. In the last twenty years, we have lived through 9/11, the global financial crisis, and now a global pandemic with the unintended consequence of rolling economic lockdowns. On an investment level, all of these events have delivered a sharp hit to financial markets from which they have recovered. Such is the resilience and strength of the U.S. capital markets...

Duration:00:25:43

New Economic Expansion & Secular Bull Market

10/23/2020
Are we in the midst of a new economic expansion and secular bull market? Those are the signals from ClearBridge Investments’ Recovery Dashboard. Investment Strategist Jeff Schulze takes us through the indicators flashing green. WEALTHTRACK #1716A published on October 21, 2020. More info: https://wealthtrack.com/new-economic-expansion/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Duration:00:25:34

Deep Value Opportunities

10/17/2020
One extraordinary characteristic of this pandemic period has been stock market performance. A recent Wall Street Journal headline captures it perfectly: “Turbocharged stocks blast off.” In its third-quarter market’s review, the Journal points out that “more stocks skyrocketed at least 400% in the first three quarters of the year than in any comparable period since 2000.” This is not a tide that is lifting all boats, anything but. The overwhelming majority of the winners are tech or...

Duration:00:26:28

4 Forces Driving The Economy: Powerful And Sustainable

10/10/2020
How surprised have you been by the market’s supercharged recovery from the March lows and the economy’s rebound from the COVID trough? By any measure, the snapback has been extraordinary. The shortest bear market in U.S. history, a mere 33 weeks from late February to late March, and a much faster recovery than expected. As this week’s guest, Nancy Lazar told clients recently: “In the last expansion it took almost 9 years (until 2018) for unemployment to fall to 4.0%. Today the Fed expects...

Duration:00:25:56

The Feds Importance in Predicting the Markets

10/3/2020
“Don’t fight the Fed” has become an accepted Wall Street adage. It’s a phrase coined by Martin Zweig, a legendary technical analyst, and investor who predicted the 1987 market crash to the day and was the author of the 1970 investment classic Winning On Wall Street. Zweig wrote that “The monetary climate - primarily the trend in interest rates and Federal Reserve policy - is the dominant factor in determining the stock market’s major direction.” Fast forward 50 years and “Don’t fight the...

Duration:00:26:05