WEALTHTRACK
Episodes
Unlocking China's Undiscovered Treasures With Matthews China Small Companies Fund's, Tiffany Hsiao
29 Dec 2018
Contributed by Lukas
Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of Matthews China Small Comp...
2019 Global Outlook: Synchronized Global Slowdown and Peaking Profits. A McLennan & Hyman Exclusive
22 Dec 2018
Contributed by Lukas
Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEAL...
U.S. Outlook From Top Economist Ed Hyman & Global Portfolio Manager Matthew McLennan
15 Dec 2018
Contributed by Lukas
Part I of our exclusive annual U.S. outlook from Wall Street’s long-reigning king of economists, Ed Hyman with global portfolio manager, Matthew McL...
Morningstar’s Personal Finance Guru, Christine Benz With an Annual Financial Wellness Checkup
08 Dec 2018
Contributed by Lukas
How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup. WEALTHTRACK #1525 broadcast on De...
Dr. Richard Sandor on Financial Futures & Carbon Trading Discusses His “Best Idea Yet”
01 Dec 2018
Contributed by Lukas
Financial innovator Dr. Richard Sandor is known as the “father” of financial futures and carbon trading. He discusses the unheralded and significa...
What’s next as the world embraces a legal cannabis industry?
24 Nov 2018
Contributed by Lukas
Canada’s legalization of marijuana use is the first major domino to fall as the world accepts a legitimate cannabis industry. History, opportunity, ...
Blackstone’s Tony James Discusses the Outlook for Private Equity and Other Alternative Investments
17 Nov 2018
Contributed by Lukas
In Part Two: The outlook for private equity with financial thought leader Tony James, Executive Vice Chairman, Blackstone. WEALTHTRACK #1522, broadcas...
Blackstone’s Executive Vice Chairman Tony James Discusses His Passion for Rescuing Retirement
10 Nov 2018
Contributed by Lukas
A rare interview on solving the retirement crisis with Blackstone’s Executive Vice Chairman, Tony James. WEALTHTRACK #1521 broadcast on November 9, ...
Western Asset Management’s Robert Amodeo Says Munis Can Still Provide a Safe Haven for Investors
02 Nov 2018
Contributed by Lukas
Tax-free income opportunities with Western Asset Management’s veteran muni manager Robert Amodeo. WEALTHTRACK #1520 broadcast on November 2, 1018.
Could U.S. Trade Tensions With China Actually Create Investment Opportunities There?
26 Oct 2018
Contributed by Lukas
An exclusive interview with Asia mutual fund pioneer Mark Headley on China’s potentially world-changing political and economic transformation. WEALT...
Credit Market Maven and Historian James Grant on Why Interest Rates Matter
19 Oct 2018
Contributed by Lukas
Why interest rates still matter with influential financial journalist and historian James Grant. WEALTHTRACK #1518 broadcast on October 19, 2018.
Value Investing Under Pressure and the Pressure to Go Passive
12 Oct 2018
Contributed by Lukas
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders James Grant and Jason Zweig weigh in...
What’s the Biggest Risk in the Markets Today?
05 Oct 2018
Contributed by Lukas
Top strategist Richard Bernstein says investors are looking for risk in all the wrong places. He explains where he believes the biggest risk by far ...
Exploring Overseas Opportunities With a Top Ranked Fund Manager
28 Sep 2018
Contributed by Lukas
5-star fund manager Michael Testorf of ClearBridge International Growth fund makes the contrarian case for overseas growth stocks. WEALTHTRACK #151...
Why Five Star Fund Manager Mary Ellen Stanek Is Proud to Be Boring
22 Sep 2018
Contributed by Lukas
5-star fund manager Mary Ellen Stanek explains why she is proud to describe her Baird Core Plus Bond Fund as sleep insurance for investors. WEALTHTRA...
Nuveen’s Veteran Chief Equity Strategist Bob Doll Shares His Views on the Markets and Strategy
14 Sep 2018
Contributed by Lukas
Outlook and strategy with market beating portfolio manager and widely followed investment strategist, Bob Doll. WEALTHTRACK #1513 broadcast on Septemb...
What Do Top Performing Investors and Recognized Financial Thought Leaders Think About Bitcoin?
08 Sep 2018
Contributed by Lukas
Over the last several months, every time we did an interview we asked our guests for their views of Bitcoin and other cryptocurrencies. Everyone had a...
A Legendary Value Investor Mixes Passive With Active to Overcome Destructive Investor Behavior
20 Apr 2018
Contributed by Lukas
An exclusive interview with legendary value investor Joel Greenblatt on overcoming destructive investor behavior by combining passive with active stra...
Are Cryptocurrencies the Next Big Thing? ETF Expert Matt Hougan Explains His Move to Cryptos
13 Apr 2018
Contributed by Lukas
Are cryptocurrencies the next big thing? ETF expert Matt Hougan explains why he has made the leap to cryptos. WEALTHTRACK #1443 broadcast on April 13,...
Harding Loevner’s Simon Hallett on the Constant Vigilance Required to Keep Its Competitive Edge
07 Apr 2018
Contributed by Lukas
What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WEALTHTRACK #1442 broadcast on April 6, 2...
How David Giroux Delivers Stock Market Performance With Much Less Risk
30 Mar 2018
Contributed by Lukas
A rare interview with T. Rowe Price’s David Giroux. The two time winner of Morningstar’s Allocation Fund Manager of the Year award explains how h...
Avoiding the Nightmare of Running Out of Money in Retirement With Top Wealth Advisor, Mark Cortazzo
24 Mar 2018
Contributed by Lukas
How not to run out of money in retirement with leading financial advisor Mark Cortazzo. WEALTHTRACK broadcast on March 23, 2018.
Connor Browne Invested in Google and Facebook From the Beginning. What’s His View of the FAANGs Now?
16 Mar 2018
Contributed by Lukas
Thornburg Value Fund’s Connor Browne was an early investor in industry disruptors. Will they continue to innovate and dominate? Browne brings us up ...
Rich Universe: Investor Chuck Royce Is Finding Numerous Opportunities Overseas in Small Cap Stocks
02 Mar 2018
Contributed by Lukas
A rare interview with small cap pioneer Chuck Royce on the evolving international and income opportunities in small company stocks. WEALTHTRACK #1436 ...
Financial Smarts: Jonathan Clements’ Tips to Raise Financially Savvy Children
02 Mar 2018
Contributed by Lukas
How do you raise financially responsible children in an instant gratification, consumer-oriented culture? Jonathan Clements shares his common sense Ho...
Financial Markets Warning: T-Bond Manager Robert Kessler Says Play It Safe, There Is Danger Ahead
17 Feb 2018
Contributed by Lukas
A market warning: Why bond manager Robert Kessler advises extreme caution ahead. WEALTHTRACK #1435 broadcast on February 16, 2018.
Profit Maximization and Retention Strategies With Stuart Lucas and Andy Augenblick
10 Feb 2018
Contributed by Lukas
Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art financier and advisor Andy Au...
Why Traditional Bonds Are High Risk, but Munis Have Advantages. Two Top Bond Managers Explain
03 Feb 2018
Contributed by Lukas
Two influential bond managers explain why municipal bonds still make sense and so many corporate and Treasury bonds don’t. WEALTHTRACK # 1433 broadc...
Riding a Market Melt-Up Then Coping With the Melt-Down With Legendary Investor, Jeremy Grantham
27 Jan 2018
Contributed by Lukas
Are we in the final “melt-up” stage of the record breaking bull market? Legendary value investor Jeremy Grantham makes the case and shares strateg...
Bill Miller on Investing in Disruptive Technologies including Bitcoin
20 Jan 2018
Contributed by Lukas
Miller Value Partners’ Bill Miller holds the record for being the only mutual fund manager to beat the market for 15 years in a row. One way he did ...
Global Growth Accelerating: After a Decade of Subpar Growth Economies Are Picking Up Speed
13 Jan 2018
Contributed by Lukas
Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street's #1 economist ...
#1 Economist Hyman & Leading Value Manager McLennan Discuss Economic Surges & Super Bull Markets
06 Jan 2018
Contributed by Lukas
Are we in a rare “super” bull market? In our exclusive annual outlook for the U.S. economy and markets Ed Hyman, Wall Street’s #1 ranked econom...
Tax Revolution: Essential Tax Advice For Right Now
30 Dec 2017
Contributed by Lukas
Tremendous changes are ahead for taxpayers. Award-winning personal finance journalist, Mary Beth Franklin covers the biggest ones, plus provides an up...
Tax Revolution: Essential Tax Advice For Right Now
24 Dec 2017
Contributed by Lukas
Huge tax changes: Mary Beth Franklin provides immediate advice. WEALTHTRACK #1427 published on December 22, 2017.
Bitcoin: Currency of the Future or Investment Mania? Bill Miller’s Transformative Innovation Case
13 Dec 2017
Contributed by Lukas
After extensive research on digital currencies, legendary value investor Bill Miller has decided Bitcoin has passed enough tests to potentially reshap...
Warning Signs: Elevated Markets & Bitcoin
09 Dec 2017
Contributed by Lukas
Financial historian, author and investor, Professor Richard Sylla analyzes the riskiness of today’s record breaking markets and phenomena like Bitco...
Tax Impact on Giving
02 Dec 2017
Contributed by Lukas
Anticipation of tax reform is affecting charitable giving. Consequences, strategies & overcoming barriers. The latest from Fidelity Charitable’s...
Taxing Consequences. What You Need To Know
26 Nov 2017
Contributed by Lukas
It’s been three decades since the last game-changing tax reform legislation was passed. Washington is in the midst of another major tax overhaul eff...
Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier
18 Nov 2017
Contributed by Lukas
Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness. WEALTHTR...
Bond Investor Kathleen Gaffney: We Are at an Important Inflection Point With Major Repercussions
11 Nov 2017
Contributed by Lukas
Veteran Eaton Vance bond fund manager, Kathleen Gaffney takes us on her nontraditional global search for higher investment returns. WEALTHTRACK #1421 ...
Keys to Investment Success With Dennis Stattman, Co-Founder Blackrock Global Allocation Fund
04 Nov 2017
Contributed by Lukas
Great investor Dennis Stattman recently retired from running the award winning BlackRock Global Allocation Fund. He’ll share his investment lessons ...
Factor Investing Guru Matt Peron Says a Factor-Based Approach Is a Better Way to Invest
27 Oct 2017
Contributed by Lukas
Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered ...
Two Highly Rated International Investors Discuss Opportunities To Seize And Risks To Avoid
14 Oct 2017
Contributed by Lukas
With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas. WEALTHTRACK #1417 broad...
Retirement Experts Address The Rising Costs And How To Conquer Them
07 Oct 2017
Contributed by Lukas
Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WEALTHTRACK #1416 broadcast on October 06, 2017
Guggenheim's Scott Minerd Oversees Six 5-Star Bond Funds. Why is He Getting Defensive?
29 Sep 2017
Contributed by Lukas
Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star rated bond funds. WEALTHTRACK #1415 broadcast on ...
WHERE IN THE WORLD THEY DO YOU FIND COMPOUNDING GROWTH AT VALUE PRICES?
22 Sep 2017
Contributed by Lukas
A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world class growth at value ...
What Socially Responsible Investing Really Means & Why It Is In So Much Demand
16 Sep 2017
Contributed by Lukas
The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur. WEALTHTRACK...
Trennert & Zweig: Market Restructuring
08 Sep 2017
Contributed by Lukas
What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zwei...
Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond
01 Sep 2017
Contributed by Lukas
Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast on September 1, 2017.
Great Investor Hersh Cohen on the Key Role Dividends Play in His Investment Strategy
26 Aug 2017
Contributed by Lukas
An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends. WEALTHTRACK #1410 broadcast on ...
Long Time Baron Opportunity Fund's Portfolio Manager on Where He is Investing for High Growth
29 Jul 2017
Contributed by Lukas
Finding high growth stocks in a low growth world with Baron Opportunity fund’s Michael Lippert. WEALTHTRACK #1406 broadcast on July 28.2017.
2 Winning Bond Managers Explain Low Interest Rates & Subdued Inflation Will Keep Recovery on Track
21 Jul 2017
Contributed by Lukas
Finding rare sources of income in a low income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows. WEALTHTRA...
Value Investor & Global Brand Name Investment Specialist, Thomas Russo, Shares His Strategies
14 Jul 2017
Contributed by Lukas
In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success. WEALT...
Burton Malkiel Wrote "A Random Walk Down Wall Street" In ‘73. Have His Views Changed?
07 Jul 2017
Contributed by Lukas
Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades after writing his classic bo...
Investing Where You Don’t Want To Be, With Tocqueville Fund’s Contrarian Manager Robert Kleinschmidt
30 Jun 2017
Contributed by Lukas
In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t ...
Charitable Giving Hit An All-Time High. How Do You Maximize Your Philanthropy And Tax Deductions?
23 Jun 2017
Contributed by Lukas
2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic Americans have been known for their generosity, a t...
What’s The Formula for Investment Longevity & Success? John Rogers Shares His Approach
16 Jun 2017
Contributed by Lukas
Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers. ...
HIGH RISK BOND MARKETS GIVE ACTIVE MANAGEMENT THE EDGE
27 May 2017
Contributed by Lukas
The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management. WEALTHTRACK #1...
TOP RANKED ECONOMIST NANCY LAZAR DISCUSSES THE PROSPECTS FOR THE U.S. ECONOMY.
19 May 2017
Contributed by Lukas
In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run. WEAL...
WHY DOES ACTIVE STOCK PICKER TOM GARDNER RECOMMEND MOST OF US SHOULD INVEST IN A PASSIVE INDEX FUND?
13 May 2017
Contributed by Lukas
Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to pro...
INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS
06 May 2017
Contributed by Lukas
Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed. WEA...
Wallack: Contrarian Approach
29 Apr 2017
Contributed by Lukas
A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack. WEALTHTRACK #1345 broadcast Apri...
Franklin & Kotava: Money Saving Advice
21 Apr 2017
Contributed by Lukas
How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava. WEALTHTRACK #1344 broadcast on April 21, 2...
IT’S TOTALLY OVER FOR MUTUAL FUNDS! SO SAYS MATT HOUGAN: THE EXODUS INTO ETFS IS ACCELERATING
14 Apr 2017
Contributed by Lukas
Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money. WEALTH...
A RARE INTERVIEW: CONTRARIAN INVESTOR BILL MILLER DISCUSSES SOME OF HIS MOST CONTROVERSIAL HOLDINGS
07 Apr 2017
Contributed by Lukas
Legendary investor Bill Miller has always been an independent thinker and investor. In a rare interview he gives his rationale for some of his most co...
Earhart & Hopkins: Personal Retirement Paycheck
31 Mar 2017
Contributed by Lukas
Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement....
AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING
24 Mar 2017
Contributed by Lukas
T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade mana...
Roberts: High Risk Market
25 Feb 2017
Contributed by Lukas
An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a Reaga...
Dreifus: Small Treasures
18 Feb 2017
Contributed by Lukas
Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dre...
Hartnett: The Great Rotation
18 Feb 2017
Contributed by Lukas
The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega...
Langstraat & Welch: Tax-Advantaged Investing
18 Feb 2017
Contributed by Lukas
How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch...