Episodes
On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what Warren Buffett calls “the best book on investing ever written.” WEALTHTRACK episode #2120, broadcast on 11/15/2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 11/14/24
Published 11/14/24
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 forty-plus-year career. WEALTHTRACK #2119 broadcast on November 08, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 11/07/24
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 #2118 broadcast on November 01, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 11/01/24
Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru, focuses on key financial lessons after discussing the important non-financial aspects in part 1. WEALTHTRACK episode 2116 broadcast on October 18, 2024 More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 10/17/24
Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning in part 1 of our interview on her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. WEALTHTRACK episode 2115 broadcast on October 11, 2024 More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 10/10/24
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 global economy and financial markets. WEALTHTRACK episode 2114 broadcast on October 04, 2024 More Info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 10/03/24
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 business school students at Barron’s annual roundtable. WEALTHTRACK episode 2113 broadcast on September 27, 2024 More info: https://wealthtrack.com/legendary-strategist-outlook/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 09/27/24
Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman. WEALTHTRACK episode 2111, broadcast on Sept. 13, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 09/11/24
Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life. WEALTHTRACK episode 2110 broadcast on September 6, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 09/05/24
Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis but he actively manages his retirement portfolio the old fashioned way by picking stocks. He shares his current strategy exclusively with WEALTHTRACK. WEALTHTRACK episode 2109 broadcast on August 30, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 08/29/24
Influential newsletter editor and former hedge fund manager, Whitney Tilson sees signs of a bubble in high quality stocks. Wealthtrack episode 2108 Broadcast on August 23, 2024 More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
Published 08/22/24
Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits. WEALTHTRACK episode 2105 broadcast on August 1, 2024 More info: https://wealthtrack.com/social-security-guru-mary-beth-franklin-on-the-programs-health-and-outlook/ Link to Mary Beth Franklin's public television special "Social Security & You" https://www.pbs.org/show/social-security-you-with-mary-beth-franklin/ Download the 2023 version...
Published 08/02/24
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
Published 07/25/24
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 milestone in crypto’s acceptance. WEALTHTRACK 2103 broadcast on July 19, 2024 More info: https://wealthtrack.com/crypto-expert-matt-hougan-explains-why-bitcoin-has-gone-mainstream-with-the-launch-of-bitcoin-etfs/ Bookshelf Out of the Ether: The Amazing Story of Ethereum https://amzn.to/4f8SKMW Bitcoin Billionaires https://amzn.to/3SeSKkC ---...
Published 07/19/24
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...
Published 07/14/24
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...
Published 07/03/24
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...
Published 06/28/24
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...
Published 06/28/24
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
Published 06/28/24
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
Published 05/25/24
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
Published 05/18/24
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
Published 05/11/24
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:...
Published 05/04/24
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
Published 04/28/24