WEALTHTRACK

Recession Warning: Fed Tightening Cycles Lead to Economic Downturns

19 May 2023

Contributed by Lukas

David Rosenberg, a well-known economist, believes that the United States is in a recessionary bear market. He predicts that the S&P 500 will event...

A Better Investment Choice: Cyclical Sectors

12 May 2023

Contributed by Lukas

The recent aggressive interest rate hikes by the Federal Reserve caused a crisis in some super-regional banks, but the damage has been contained and h...

Impact Investing vs ESG: A Financial Expert's Perspective

05 May 2023

Contributed by Lukas

We have a very interesting guest who has publicly voiced a major policy difference on ESG investing. Terrence Keeley, CEO, and Chief Investment Office...

Is the 'Don't Fight the Fed' Strategy Dead? Ed Yardeni Weighs In

28 Apr 2023

Contributed by Lukas

Part 2 of 2 We continue our interview with Ed Yardeni, an experienced economist, strategist, and Fed watcher who has been closely following the Fed th...

Why U.S. Treasuries Aren't 'Risk-Free' Anymore

28 Apr 2023

Contributed by Lukas

Jamie Dimon, Chairman and CEO of JPMorgan Chase, is considered the best financial executive in the country and recently weighed in on the banking syst...

Investment Strategies: Conflicting Trends [2023]

14 Apr 2023

Contributed by Lukas

Part 1 of 2 After a tough 2022, big tech stocks are back and leading the market rally. According to research firm Strategas, ten stocks, including App...

Retirement Planning: Strategies for a Secure Future

07 Apr 2023

Contributed by Lukas

Part 2 of 2 Planning for retirement and replacing a work paycheck with savings can be a daunting task, especially with the current challenges of marke...

How Dividend-Paying Stocks Provide Protection in a Declining Market

24 Mar 2023

Contributed by Lukas

This week, the Federal Reserve raised its key short-term interest rate for the ninth consecutive time, bringing it to the highest level since Septembe...

Financial Strain and the Economy: Insights from Economist Nancy Lazar

17 Mar 2023

Contributed by Lukas

In this episode of WEALTHTRACK, leading Wall Street economist Nancy Lazar discusses the resilience of the U.S. economy, despite several canaries in th...

Small-Cap Stocks with Short-Term Problems: The Secret to Beating the Market

09 Mar 2023

Contributed by Lukas

First Eagle’s small-cap portfolio manager, Bill Hench, has a long track record of beating the market and the competition by discovering hidden gems ...

EXTRA: Clements on The Toughest Retirement Challenge

04 Mar 2023

Contributed by Lukas

Award-winning personal finance columnist Jonathan Clements discusses the number one topic among his HumbleDollar newsletter readers and a strategy to ...

EXTRA: Clarida on 2% Inflation: Defending The Feds Solution

17 Feb 2023

Contributed by Lukas

This is additional commentary from Richard Clarida that didn't make it into the episode. Legendary Fed Chairman Paul Volcker was highly critical of th...

Index Fund Investing: The Simple and Accessible Way to Successful Investing

11 Feb 2023

Contributed by Lukas

Investing can be simple and accessible to the average person, says financial thought leader and economist Burton Malkiel. Malkiel, author of the inves...

International Market Investment Opportunities

04 Feb 2023

Contributed by Lukas

Part 2 of 2 Matthew McLennan will assess the investment climate in international markets and tell us where he is finding world-class companies selling...

Monetary and Fiscal Tightening: Understanding the Risks of High Debt Levels

28 Jan 2023

Contributed by Lukas

Part 1 of 2 The Federal Reserve is currently facing a debate on Wall Street about how much longer it will continue to fight against inflation. The Fed...

Inflation Target of 2%: Insights from Former Fed Vice Chair Richard Clarida

21 Jan 2023

Contributed by Lukas

The best advice investors could have received at the start of 2022 was to not fight the Federal Reserve as it embarked on its most aggressive tighteni...

Financial Planning 101 with Charles Ellis: Matching Your Needs

14 Jan 2023

Contributed by Lukas

Charles Ellis, also known as "Charley," is a highly influential thinker in the investing world. He has been a frequent guest on WEALTHTRACK for 17 yea...

Maximizing Returns in a Post-Crisis World: The Role of Macro

07 Jan 2023

Contributed by Lukas

In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population parti...

China's Economic Slowdown & Political Crackdowns

30 Dec 2022

Contributed by Lukas

The original firm that Ed Hyman co-founded - ISI Group, International Strategy and Investment, recognized from the very beginning that China would hav...

More Market Pain Ahead: Expert Predicts

17 Dec 2022

Contributed by Lukas

WEALTHTRACK will be focusing on the theme of "what a difference a year makes" in 2022 and 2023, as there have been major changes in the economy and ma...

Finance Worries: The Fed's Rapid Tightening Policies

10 Dec 2022

Contributed by Lukas

Ed Hyman, the number one ranked economist on Wall Street for 42 years, has warned of the unintended consequences of the Federal Reserve's rapid tighte...

Couples & Money: Why It's Such an Emotional Topic

26 Nov 2022

Contributed by Lukas

Money problems are a major source of conflict for couples and a leading cause of divorce. Victoria Collins, one of the country’s top financial advis...

Kessler: More Market Warnings

18 Nov 2022

Contributed by Lukas

In an extended, exclusive interview newly retired Treasury bond manager Robert Kessler elaborates on his earlier warnings of the likelihood of a finan...

The Investment Insights of Charles Ellis, a Financial Legend for 60 Years

12 Nov 2022

Contributed by Lukas

Part 1 of 2 The ancient Greek philosopher Heraclitus said, “There is nothing permanent except change.” Charles Darwin certainly observed that in h...

Markets Are Dangerous For Investors

05 Nov 2022

Contributed by Lukas

Here’s our new financial reality, which we have become all too familiar with: higher inflation, higher interest rates, and higher levels of debt amo...

Quality & Income = Multiple Dividends For Shareholders

28 Oct 2022

Contributed by Lukas

Income and quality should always matter, but it’s markets like these when those characteristics really count. Historically, since 1930, dividends ha...

Financial Planning in Inflationary Times [2022]

21 Oct 2022

Contributed by Lukas

We are in the midst of a sea change in our financial lives. Here are the headlines: -Inflation is surging for the first time in years and has reached ...

Investment Success: The Importance of Capital Allocation Decisions

14 Oct 2022

Contributed by Lukas

Part 2 of 2 When was the last time you heard an investment discussion about capital allocation and what difference it makes to investment results? It ...

Stocks Are Cheap: Contrarian Stock Buys

07 Oct 2022

Contributed by Lukas

“What do we want to own when things are cheap?” is the question driving great investor David Giroux on a daily basis.  Giroux is the Chief In...

Inflation: Value Stocks & A Cheap Diversifiers Strategy

01 Oct 2022

Contributed by Lukas

Volatility is the name of this market’s game. The Dow and S&P 500 both entered bear markets this week, although they both put up a brief fight w...

Warren Buffett’s Enduring Influence Explained

23 Sep 2022

Contributed by Lukas

This episode's guest is a longtime holder of Berkshire stock and has been an avid student of Buffett’s style of value investing since meeting the le...

Inflation’s Damage: Financial Consequences & Investment Strategies

16 Sep 2022

Contributed by Lukas

How times have changed. It wasn’t many months ago that the entire financial world was singing the praises of inflation. The greatest fear among Wall...

Bonds: New Investment Opportunities

09 Sep 2022

Contributed by Lukas

The bond world changed dramatically in 2022.  From several years of historically low to negative interest rates, as far as the eye could see, the...

Inflation Is Now Key to Investing

04 Sep 2022

Contributed by Lukas

Global bond manager Jack McIntyre says central banks around the world are determined to stamp out inflation. Their success will determine the directio...

55% Chance of Market Downturn: Implications & Strategy

22 Aug 2022

Contributed by Lukas

We are joined by ClearBridge’s Investment Strategist Jeff Schulze. He will explain why he now believes that there is a 55% chance of a downturn, why...

The Fed Policy, Recession Prospects & The Markets

14 Aug 2022

Contributed by Lukas

A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor Paul McCulley. McCulley is an adjunct professor at Georgetow...

Concentrated Portfolio: Challenging the Market

05 Aug 2022

Contributed by Lukas

Global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companie...

Making Money by Losing Less in This Bear Market

29 Jul 2022

Contributed by Lukas

Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It's even more impo...

Portfolio Rebalancing in a Changing World

22 Jul 2022

Contributed by Lukas

Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession...

Investing In Asian Markets: Minimize China Risk

15 Jul 2022

Contributed by Lukas

Looking around the world, one of the most under-owned asset classes after years of underperformance is emerging markets.  And one of the least un...

What To Buy When Recession Hits

08 Jul 2022

Contributed by Lukas

Beauty is in the eye of the beholder, and it turns out the difference between a growth and value stock is too, with price as a key determinant.  ...

Imminent Recession – Extended Bear Market

02 Jul 2022

Contributed by Lukas

Ouch! The S&P 500 ended the first half of the year with its worst performance since 1970, down more than 20%, cementing its bear market status. An...

Crypto Is on Track Despite Declines

24 Jun 2022

Contributed by Lukas

Remember when some fans of cryptocurrencies called them non-correlated assets? They were supposed to behave differently from the stock market, not aff...

The Fed Rate Hike: Are Bonds Back?

17 Jun 2022

Contributed by Lukas

75 basis points: the biggest rate hike by the Federal Reserve since 1994 with additional aggressive moves expected. It looks like Fed Chair Jerome Pow...

Indexing: Why Can't Money Managers Beat The Market? Charles Ellis Explains

10 Jun 2022

Contributed by Lukas

In a WEALTHTRACK exclusive legendary financial thought leader, Charles Ellis explains why after decades of searching for outstanding money managers he...

Women Making It on Wall Street

03 Jun 2022

Contributed by Lukas

Part 2 of 2 Candid career advice from three super successful women portfolio managers. Causeway Capital’s Sarah Ketterer, Capital Group’s Karen Ch...

Investment Opportunities In Market Volatility

27 May 2022

Contributed by Lukas

Part 1 of 2 The investment opportunities surfacing in the volatile stock, bond, and real estate markets. Causeway Capital’s Sarah Ketterer, Capital ...

Money Managers: Choosing The Competitive Edge

20 May 2022

Contributed by Lukas

2022 has been a rough year for investors as financial markets have declined across the board. No matter what the market performance, investors continu...

Energy Insecurity: Global Impact

13 May 2022

Contributed by Lukas

If you were to ask investors to name the biggest headwinds facing the markets,   higher inflation and interest rates and their potentially n...

Markets & Global Economy: Mega Changes

07 May 2022

Contributed by Lukas

Are you feeling at all overwhelmed by the pace and degree of change we are experiencing in the world, the economy, the markets, life in general? A ser...

Doubling Down on Biggest Losers

23 Apr 2022

Contributed by Lukas

What do you do when your flagship fund goes from the top of its class to close to the bottom in a matter of weeks? From market trouncing to market lag...

Defeat Inflation Despite Recession Risk

15 Apr 2022

Contributed by Lukas

We are in a new era of higher inflation and the pressure is on the Fed! Inflation is running at 40-year highs and it’s coming from every angle: food...

Want Profits? New Market Strategy Needed [2022]

09 Apr 2022

Contributed by Lukas

The new era of higher inflation and interest rates is already proving to be a challenging one for investors. The first quarter of 2022 was the worst o...

Investment Opportunity: Impact & ESG Bonds

01 Apr 2022

Contributed by Lukas

As bonds suffer the worst quarter in more than four decades we are exploring one of the fastest-growing segments in the fixed income markets where dem...

New Bond Era & Sustainable Investing

25 Mar 2022

Contributed by Lukas

Part 1 of 2 The direction of inflation and interest rates are key to the performance of bond prices and they are in the midst of a massive change. The...

How to Re-Position Your Portfolio for A Higher Inflation Era

18 Mar 2022

Contributed by Lukas

The first interest rate increase by the Federal Reserve since 2018 happened this week, with the central bank planning six more of 25 basis points or o...

Ukrainian Invasion Impact

12 Mar 2022

Contributed by Lukas

Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Inve...

The Sane Investment Approach [2022]

05 Mar 2022

Contributed by Lukas

Since the future is essentially unknowable, this week’s podcast guest focuses on what is knowable and controllable, mainly our own reactions. He is ...

When is the RIGHT TIME for Target-Date Funds?

19 Feb 2022

Contributed by Lukas

Target-date funds have $3 trillion dollars in assets. Millions of Americans are enrolled in them, mostly through company 401(k) plans. They have a tra...

The Bullish Case for Higher Inflation and Interest Rates

12 Feb 2022

Contributed by Lukas

Yankee legend Yogi Berra famously said, “It’s deja vu all over again,” one of his many memorable expressions. That’s the way I feel this week....

Resilient Investments, Including Gold, Are Matt McLennan’s Method for Building Lasting Wealth

05 Feb 2022

Contributed by Lukas

We appear to be in a new investment era, one of higher inflation and higher interest rates. It is a huge change from the “great moderation,” the m...

I'm Done! I'm Retiring. Now What?

15 Jan 2022

Contributed by Lukas

One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a na...

Betting Big on Crypto & Bitcoin [2022]

08 Jan 2022

Contributed by Lukas

Part 2 of 2 Legendary value investor Bill Miller is betting big on bitcoin. The digital currency and some related crypto investments now account for h...

Stocks: Holding Winners & New Additions

18 Dec 2021

Contributed by Lukas

Great value investor Bill Miller remains the only fund manager to beat the market for 15 consecutive years. He discusses his current core holding winn...

Powerful Forces Driving Record Economic Growth Into 2022

10 Dec 2021

Contributed by Lukas

Since WEALTHTRACK’s inception, it’s been an annual tradition to sit down for a rare in-depth interview with Ed Hyman, Wall Street’s number one-r...

How to Make It on Wall Street: Advice From Three Successful Women

30 Nov 2021

Contributed by Lukas

Three successful women portfolio managers discuss what it takes to succeed in money management, including their best and worst decisions and crucial c...

Tearing Down Wall Street’s Pink Wall

24 Nov 2021

Contributed by Lukas

Part 1 of 2 Only 11% of U.S. portfolio managers are women. Three of them describe how they are “tearing down the pink wall” starting with their ed...

The Dominance of Mega-Cap Tech Stocks

20 Nov 2021

Contributed by Lukas

It's hard to keep a roaring bull market down. The S&P 500 marked its 66th record close of the year today and the NASDAQ Composite also hit a new p...

Economic Growth: U.S. Manufacturing Resurgence

13 Nov 2021

Contributed by Lukas

Worried about inflation, especially after October’s big consumer price number? The CPI’s 6.2% increase from a year ago was the fastest 12-month ga...

Values & Faith-Based Investing

06 Nov 2021

Contributed by Lukas

The demand for socially responsible investing strategies is growing and the cash flowing into them shows it. Exchange-traded funds with ESG characteri...

Emerging Markets Could Be Poised To Lead

02 Nov 2021

Contributed by Lukas

There's a saying on Wall Street that the market can remain irrational longer than you can remain solvent.  And there’s a widely held financial ...

Higher Inflation & Rates: Seismic Shifts in Financial Risks

22 Oct 2021

Contributed by Lukas

Talk about a seismic shift! Inflation is back with a vengeance.  Higher prices are being felt throughout the economy by consumers and businesses ...

Active Investing: Lessons Learned

16 Oct 2021

Contributed by Lukas

The one constant in life is change, even for great investors. Earlier this year The Motley Fool Co-Founder, David Gardner announced that he was changi...

China’s Evergrande’s Fall & What it Means Now

02 Oct 2021

Contributed by Lukas

It can take a long time for a bubble to burst. Four years ago, in 2017, Grant's Interest Rate Observer, a highly regarded financial newsletter, wrote ...

Buying Cheap Assets: Finding Them Now

11 Sep 2021

Contributed by Lukas

Large-cap U.S growth stocks, particularly tech stocks, have been the overwhelming winners of the last decade. They now dominate the market. The top te...

Emerging Markets Bonds & Diverse ESG Opportunities

03 Sep 2021

Contributed by Lukas

One of the biggest challenges for investors since the global financial crisis has been finding income. Despite more than ten years of continuous predi...

Improve Investment Results: Quality Shareholders

28 Aug 2021

Contributed by Lukas

In this era of indexing the investors who research and buy individual companies are becoming a rarity - some would say a throwback - to another era. &...

Investment Legend Benjamin Graham’s Advice Matters Now

23 Aug 2021

Contributed by Lukas

In this week's WEALTHTRACK podcast, an interview with leading financial journalist Jason Zweig.  Since 2008 Zweig has written the widely read "Th...

Market Instability- 50 Years Off the Gold Standard

13 Aug 2021

Contributed by Lukas

50 years ago, on August 15, 1971, President Richard Nixon shocked the financial world by ending the convertibility of the dollar to gold, upending the...

Warren Buffett’s Evolution Into a Great Manager

31 Jul 2021

Contributed by Lukas

Part 1 of 2 Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an America...

Investment Risks Warranting Protective Strategies

23 Jul 2021

Contributed by Lukas

Part 2 of 2 What does history have to teach us about the current geopolitical, economic, and investment environment?  A great deal according to r...

Inflation: Understand the History

17 Jul 2021

Contributed by Lukas

If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount o...

ESG Investing: “The Race of Our Lives”

10 Jul 2021

Contributed by Lukas

Part 2 of 2 When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of y...

The Bull Market: A Bubble of “Epic Proportions”

03 Jul 2021

Contributed by Lukas

Part 1 od 2 We are celebrating the launch of WEALTHTRACK’s 18th season on public television this week! We feel so fortunate to serve you. When WEALT...

Investing in a Speculative Market: Thoughts From “The Intelligent Investor”

26 Jun 2021

Contributed by Lukas

For financial historians and serious market observers, the current era has all the signs of a developing market bubble.  Money is abundant, a wid...

Economic Recovery: Massive Problems Ahead [2021]

18 Jun 2021

Contributed by Lukas

How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on ...

Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong

11 Jun 2021

Contributed by Lukas

The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forec...

New Opportunities and Challenges for Bond Investors

22 May 2021

Contributed by Lukas

Times they are a-changin'…  With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reope...

Equity-Like Returns With Less Than Stock Market Risk

15 May 2021

Contributed by Lukas

“Jack be nimble Jack be quick” isn't a concept one usually associates with long-term value investors but sometimes extraordinary times call for ex...

An Embarrassment of Riches in the High Growth Stock Universe

08 May 2021

Contributed by Lukas

There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple...

Quality Growth Companies Pay Off

01 May 2021

Contributed by Lukas

The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding. T...

Cryptocurrencies Are Suddenly Going Mainstream

24 Apr 2021

Contributed by Lukas

Beware the headline makers! According to Wall Street lore when a financial asset hits the front pages it can signal a turning point, either a recovery...

Successful Investing: Time Tested Strategies

10 Apr 2021

Contributed by Lukas

Have you noticed how rampant speculation is? Random investors seem to be making money hand over fist in numerous assets: disruptive companies like Tes...

Protecting Portfolios While Participating in the Bull Market

03 Apr 2021

Contributed by Lukas

We have been living through an extraordinary period. It was a year ago that COVID was recognized as a global pandemic and since then over 100 million ...

Financial Thought Leader Paul McCulley Says Both Fiscal & Monetary Helicopter Money Are Essential

26 Mar 2021

Contributed by Lukas

When a fringe economic theory goes mainstream and is actually implemented by policymakers you better pay attention. The once-fringe theory in question...

Cyclical & Value Stocks Shift is Durable

20 Mar 2021

Contributed by Lukas

It doesn’t take a rocket scientist to figure out that 2021 is a year of significant political and macroeconomic change. Meanwhile, the rollout of CO...

ETFs Will Surpass Mutual Funds as the Industry Standard

11 Mar 2021

Contributed by Lukas

Part 2 of 2 John Rekenthaler has been tracking mutual funds at Morningstar since 1988.  He correctly predicted early on that index funds would su...

Online Investor: Social Media Effect from Robinhood to GameStop

06 Mar 2021

Contributed by Lukas

John Rekenthaler, Vice President of Research at Morningstar and author of the twice-weekly “Rekenthaler Report” analyzes the influence of the onli...

Financial Bubbles of Historic Proportions

26 Feb 2021

Contributed by Lukas

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 cou...

Which Investments Are Poised To Do Well In 2021?

20 Feb 2021

Contributed by Lukas

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 i...