WEALTHTRACK

The American Financial Revolution That Created the World’s Richest Nation

13 Feb 2026

Contributed by Lukas

As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s abili...

Streamlined Portfolios & Financial Plans That Work for Christine Benz

06 Feb 2026

Contributed by Lukas

Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “g...

Must-Do 2026 Financial List with Morningstar’s Christine Benz

30 Jan 2026

Contributed by Lukas

Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs a...

Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix

23 Jan 2026

Contributed by Lukas

Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make t...

Charles Ellis Identifies the “Great American Investments” That Define America

09 Jan 2026

Contributed by Lukas

Social Security, the Louisiana Purchase, and the National Institutes of Health are just a few of the major investments that define America. Financial ...

Last Advice From Revered Personal Finance Columnist Jonathan Clements

02 Jan 2026

Contributed by Lukas

Parting advice from cherished personal finance columnist Jonathan Clements. The final actions he took battling terminal cancer. WEALTHTRACK episode 22...

The Powerful Megatrends Driving the Economy and Markets Higher

19 Dec 2025

Contributed by Lukas

Influential strategist Ed Yardeni’s “Roaring 2020s” theme, which we discussed in our recent interview with him, has worked for six years. This w...

Why Ed Yardeni’s “Roaring 2020s” Economy & Markets Are Alive and Well

12 Dec 2025

Contributed by Lukas

In 2020, influential strategist Ed Yardeni predicted the economy & markets were entering a “Roaring 2020s” decade. So far, he’s proven the n...

Crypto Is Suddenly Mainstream. Trailblazer Matt Hougan Has the Latest.

21 Nov 2025

Contributed by Lukas

funds, and major investors like Ray Dalio and Stan Druckenmiller on board? Crypto ETF pioneer Matt Hougan has the latest and offers advice for navigat...

The Art of Investing with Giverny Capital Founder François Rochon

14 Nov 2025

Contributed by Lukas

In a rare interview, legendary investor François Rochon takes us through his process of finding a select group of high-quality companies with sustain...

Alternative Investments: What They Do and Don’t Do for Your Retirement Plan

07 Nov 2025

Contributed by Lukas

Jane Buchan, an alternative investments expert and investor, now chairs the industry’s standards board. She explains the different types of alternat...

David Gardner Shares the “Rule Breaking” Traits of Winning Stocks

31 Oct 2025

Contributed by Lukas

David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The M...

The State of the AI Investment Boom With Tech Fund Manager Michael Lippert

24 Oct 2025

Contributed by Lukas

The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s...

Muni Bonds Are Making a Comeback With Higher Income and Better Finances

17 Oct 2025

Contributed by Lukas

After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and p...

Investment Opportunities Abound for 5-Star Portfolio Manager Mark Yockey

03 Oct 2025

Contributed by Lukas

While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winni...

Why International Small & Midcap Stocks Deserve Investor Attention

26 Sep 2025

Contributed by Lukas

International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by Americ...

Promising Foreign Stocks From Award-Winning Manager Mark Yockey

19 Sep 2025

Contributed by Lukas

Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-win...

Life Lessons Great Investors Have Mastered To Stay on Top

12 Sep 2025

Contributed by Lukas

William Green, bestselling author of “Richer, Wiser, Happier,” reveals timeless life lessons from the Great Investors he has studied for decades –...

The Essential Qualities of Great Investors

05 Sep 2025

Contributed by Lukas

Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, ...

Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning

29 Aug 2025

Contributed by Lukas

Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate...

Buying by Corporate Insiders Can Mean Excess Returns for a Stock

22 Aug 2025

Contributed by Lukas

Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director ...

How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio

26 Jul 2025

Contributed by Lukas

What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager...

The Macro Challenges Facing Leading Investor Tom Russo’s Global Companies

19 Jul 2025

Contributed by Lukas

In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro  challenges facing multinational businesses and how his premier b...

Europe Is on a Tear, Values Abound & Top Manager Sarah Ketterer Is Investing

12 Jul 2025

Contributed by Lukas

Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investme...

Gold’s Strength Is a Challenge to U.S. Financial Dominance, Warns James Grant

03 Jul 2025

Contributed by Lukas

Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why...

Historian Niall Ferguson on the Challenges to America’s Global Dominance

30 Jun 2025

Contributed by Lukas

Part 2 of 2 - Interview with renowned historian Niall Ferguson we discuss the new challenges facing America’s economic and military dominance, as we...

Acclaimed Historian Niall Ferguson on the Damage of Tariff Uncertainty

21 Jun 2025

Contributed by Lukas

Part 1 of 2 - Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually h...

Positive, Benchmark-Beating Returns With Bridgeway Funds’ John Montgomery

23 May 2025

Contributed by Lukas

Bridgeway Small-Cap Value Fund's John Montgomery has delivered positive, benchmark-beating returns over the fund's twenty-plus-year existence ...

Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks

15 May 2025

Contributed by Lukas

Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it's ever been and advises l...

Susan Byrne Shares Her 50+ Years of Experience in Volatile Markets

08 May 2025

Contributed by Lukas

As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shar...

New US Trade Policies Impact the Global Financial System

02 May 2025

Contributed by Lukas

Global financial thought leader John Lipsky explains how new US tariff policies are upending world trade and affecting the global financial system, ec...

The Historic Financial Consequences of Trump’s Tariff Policies Tsunami

25 Apr 2025

Contributed by Lukas

Global Shocks author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and f...

Star Bond Manager Mary Ellen Stanek on Opportunities in Market Volatility

19 Apr 2025

Contributed by Lukas

Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advi...

With Zero Stocks in His Portfolio, Robert Kessler Is Sleeping Much Better.

04 Apr 2025

Contributed by Lukas

Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s "stocks for the long term" mantra. He explains why...

Noted Strategist Ed Yardeni on the Resilience of the US Economy & Markets

27 Mar 2025

Contributed by Lukas

Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happen...

Bullish Economist Ed Yardeni Turns Cautious as Trump Tariffs Upend Markets

20 Mar 2025

Contributed by Lukas

Trump tariffs are upending financial markets, causing influential economist and strategist Ed Yardeni to turn from bullish to cautious. 

Rethinking Investing

14 Feb 2025

Contributed by Lukas

“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came t...

David Rosenberg Explains Why Inflation & Interest Rates Will Go Lower

06 Feb 2025

Contributed by Lukas

Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest ra...

Contrarian Market Economist David Rosenberg on Rethinking His “Bubble” Thesis but Staying Bearish

30 Jan 2025

Contributed by Lukas

Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing...

Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025

24 Jan 2025

Contributed by Lukas

Strategas’ Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 202...

David Giroux Shares His Evolution Managing His Five-Star, Gold-Rated Fund

20 Jan 2025

Contributed by Lukas

Acclaimed portfolio manager David Giroux discusses what he has learned about investing—what works and what doesn’t—while running his five-star, ...

An Outstanding Global Investor’s Strategy for Investing in a High Risk World

19 Dec 2024

Contributed by Lukas

First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world. WEALTHTRACK...

Investors Are Flocking to Bonds. Bond Pro Warren Pierson Explains the Lure

13 Dec 2024

Contributed by Lukas

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

Superstar investor David Giroux on why stock market valuations are scary

13 Dec 2024

Contributed by Lukas

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 ...

“The Intelligent Investor” Editor Jason Zweig Shares the Classic’s Timeless & Still Timely Wisdom

14 Nov 2024

Contributed by Lukas

On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what ...

Decades of dynamic market investing with veteran portfolio manager & strategist Bob Doll.

07 Nov 2024

Contributed by Lukas

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...

Investing in a “High Risk, Momentum-Driven Bull Market” With Veteran Strategist Bob Doll

01 Nov 2024

Contributed by Lukas

Part 1 of 2 Veteran strategist and fund manager Bob Doll on investing in what he calls a “high-risk, momentum-driven bull market.” WEALTHTRACK #2...

Key Financial Lessons on How to Retire From Morningstar’s Personal Finance Guru, Christine Benz

17 Oct 2024

Contributed by Lukas

Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru, focuses on key financial lesson...

Retirement Guru Christine Benz Addresses Key Non-Financial Aspects of Retirement Planning

10 Oct 2024

Contributed by Lukas

Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning in part 1 of our interview ...

The Biggest Disruptions to Global Economies & Markets in Decades: Abby Joseph Cohen

03 Oct 2024

Contributed by Lukas

Part 2 of 2 Financial thought leader Abby Joseph Cohen reflects on the disruptive events of the past 20 years that have had the biggest impact on the ...

Abby Joseph Cohen’s Outlook for Economy and Markets

27 Sep 2024

Contributed by Lukas

Part 1 of 2 Abby Joseph Cohen once moved markets as Goldman Sachs U.S. Investment Strategist. She now shares her economic and financial wisdom with bu...

Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman

11 Sep 2024

Contributed by Lukas

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charli...

Terminal cancer was not part of Jonathan Clements’ financial plan. He shares his lessons learned.

05 Sep 2024

Contributed by Lukas

Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life. W...

Legendary global investor Bill Wilby exclusively shares his current retirement portfolio strategy

29 Aug 2024

Contributed by Lukas

Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis but he actively manages his retirement portfolio the ol...

How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson.

22 Aug 2024

Contributed by Lukas

Influential newsletter editor and former hedge fund manager, Whitney Tilson sees signs of a bubble in high quality stocks. Wealthtrack episode 2108 B...

Social Security Guru Mary Beth Franklin on The Program’s Health & Outlook.

02 Aug 2024

Contributed by Lukas

Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benef...

As Mutual Funds Mark Their 100th Anniversary, Do They Still Work for Investors?

25 Jul 2024

Contributed by Lukas

As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel. WEALTH...

Bitcoin has gone mainstream with the launch of Bitcoin ETFs

19 Jul 2024

Contributed by Lukas

The launch of Bitcoin ETFs has brought the world’s largest cryptocurrency into the mainstream, says crypto expert Matt Hougan. It is also a major mi...

Key investment lessons of the last 20 years from noted strategist Richard Bernstein

14 Jul 2024

Contributed by Lukas

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 ...

Strategist Richard Bernstein on Successful Investment Themes of The Past and His Favorite One Now

03 Jul 2024

Contributed by Lukas

Part 1 of 2 Influential strategist Richard Bernstein reflects on the most successful investment themes of the last twenty years and explains why deglo...

Berkshire Beyond Buffett

28 Jun 2024

Contributed by Lukas

Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses...

Buffett’s Investment Evolution

28 Jun 2024

Contributed by Lukas

In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle...

Artificial Intelligence Potential

28 Jun 2024

Contributed by Lukas

Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was an...

Investing In Freedom

25 May 2024

Contributed by Lukas

WEALTHTRACK episode 2048 broadcast on May 25, 2024 More Info: https://wealthtrack.com/democracy-beats-autocracy-for-investors-perth-tolles-life-libert...

Looming Recession

18 May 2024

Contributed by Lukas

Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines. WEALTHTRACK ep...

Exciting Bond Returns

11 May 2024

Contributed by Lukas

WEALTHTRACK episode 2046 originally broadcast on May 11, 2024 More Info: https://wealthtrack.com/pimcos-dan-ivascyn-on-why-bond-returns-are-the-most-a...

Why Working Longer Is Not A Retirement Solution

04 May 2024

Contributed by Lukas

WEALTHTRACK episode 2044 broadcast on May 04, 2024 More info: https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-l...

Residential Real Estate Opportunities

28 Apr 2024

Contributed by Lukas

Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manag...

Commercial Real Estate Opportunities

20 Apr 2024

Contributed by Lukas

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

Influential Strategist Ed Yardeni Critiques Artificial Intelligence, Economists & The Bull Market

30 Mar 2024

Contributed by Lukas

Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, why economists have been so wrong, and the bull market could conti...

Exciting investment opportunities with award-winning global value investor Sarah Ketterer

22 Mar 2024

Contributed by Lukas

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

A leading bond analyst shares his strategy for picking top-performing stocks for the year ahead

15 Mar 2024

Contributed by Lukas

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

Early bull Ed Yardeni calls this the roaring 2020s with the economy and stocks advancing

08 Mar 2024

Contributed by Lukas

Part 1 of 2: Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2...

Portfolio Housecleaning

10 Feb 2024

Contributed by Lukas

Part 2 of 2 How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz...

Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets

03 Feb 2024

Contributed by Lukas

We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz disc...

Investing with Discipline: Seeking Opportunities in Challenging Markets

27 Jan 2024

Contributed by Lukas

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 insi...

Investment Strategies: Unveiling Major Themes for 2024 with Jason Trennert

20 Jan 2024

Contributed by Lukas

Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK....

Asset Allocation Strategies: Building a Strong Investment Portfolio

13 Jan 2024

Contributed by Lukas

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 i...

Investing in China: Financial Developments and Opportunities

22 Dec 2023

Contributed by Lukas

In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned ...

Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

16 Dec 2023

Contributed by Lukas

David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companie...

Cash Reserves & Cautious Predictions: Ed Hyman's Approach

09 Dec 2023

Contributed by Lukas

Annually, the anticipation for economist Ed Hyman's insights peaks as he's consistently ranked Wall Street's top economist for 43 years. L...

Recession Risk Analysis: Jeff Schultze's Perspective on the Economy [2023]

01 Dec 2023

Contributed by Lukas

Jeff Schultze, head of economic and market strategy at ClearBridge Investments, discusses the possibility of a recession and the current state of the ...

High-Yield Bonds: Exploring Profitable Opportunities in Fixed Income

25 Nov 2023

Contributed by Lukas

Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including ...

Interest Rates and Market Speculation with Financial Historian James Grant

18 Nov 2023

Contributed by Lukas

Part 2 of 2 Financial thought leader and historian James Grant is marking the 40th anniversary of his influential Grant’s Interest Rate Observer, a ...

Bond Bear Market on the Horizon

17 Nov 2023

Contributed by Lukas

Part 1 of 2 James Grant, Founder and Editor of Grant's Interest Rate Observer, joins us to discuss the history of bond market cycles and why the d...

Value Investing: Lessons Learned

03 Nov 2023

Contributed by Lukas

Bruce Berkowitz is the founder and CEO of Fairholme Capital Management and a legendary value investor. In this exclusive interview, he talks about his...

Bond Market Update: Why Bonds Are Back

27 Oct 2023

Contributed by Lukas

In a world where stocks have been the go-to asset class for income and returns, bonds are making a comeback. That's the view of Mary Ellen Stanek,...

China's Economic Challenges: Impact on Global Economies and Markets

12 Oct 2023

Contributed by Lukas

The political, demographic, and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s e...

Portfolio Lessons: Navigating Market Cycles

15 Sep 2023

Contributed by Lukas

Part 2 of 2 Our rare interview with legendary investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund which he founded 30 years ago. Mor...

Rising Interest Rates: How to Realign Your Portfolio

08 Sep 2023

Contributed by Lukas

Is the 60/40 Portfolio Is Obsolete? The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. Bu...

The Muni Bond Market Today: Expert Insights [2023]

01 Sep 2023

Contributed by Lukas

Discover the state of the municipal bond market post-2022 interest rate surge! Munis had their worst year since 1981, with a -8.5% return. Yields doub...

Mastering Market Volatility: Lessons from Steven Romick

26 Aug 2023

Contributed by Lukas

Part 1 of 2 Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th anniversa...

An Essential Guide to Mutual Fund Investing: “The Thrilling 33”

04 Aug 2023

Contributed by Lukas

Selecting the best mutual funds to achieve long-term financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Rese...

Growth Investing: Riding the A.I. Boom

28 Jul 2023

Contributed by Lukas

Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative ...

Inside Vanguard's $2 Trillion Index Portfolios with Gerry O'Reilly

21 Jul 2023

Contributed by Lukas

Uncover the secrets behind managing the world's largest mutual fund, the Vanguard Total Stock Market Index Fund, in this captivating episode of WEALTH...

Exploring Investment Opportunities in Climate Change

14 Jul 2023

Contributed by Lukas

Climate change, a topic of daily conversation, has sparked a global industry worth billions and, soon, trillions of dollars. Discover investment oppor...

Small-Cap Stocks: Are They Due for a Breakout?

07 Jul 2023

Contributed by Lukas

Small-cap stocks in general have generated subpar returns in the last five years and have underperformed large-cap stocks by a wide margin over the la...

The Future: Markets, AI & Climate Change with Jeremy Grantham

30 Jun 2023

Contributed by Lukas

Jeremy Grantham, investment legend and long-time value investor, warns of a bubble of "epic proportions" in the bond, stock, housing, and co...

Financial Crisis Analysis: Lessons from Past Market Turmoil

16 Jun 2023

Contributed by Lukas

In a recent essay published in The New York Times, Richard Bookstaber, a renowned risk expert, suggests that we may be on the brink of a new era of cr...

Bullish Outlook: Savita Subramanian Debunks Stock Market Misconceptions

26 May 2023

Contributed by Lukas

Part 2 of 2 American investors have had a love-hate relationship with stocks since their early days of trading under a buttonwood tree on Wall Street ...