Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue. WEALTHTRACK episode 2040 broadcast on March 30, 2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values. WEALTHTRACK #2039 broadcast on March, 22, 2024March --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Part 2 of 2 How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz. WEALTHTRACK episode 2033 was originally broadcast on February 09,2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy. WEALTHTRACK Episode 2023 ori ..read more

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 insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them. WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023 ..read more

Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover potential risks and opportunities that lie ahead. Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind. Explore the rise of populism and its impact on global markets. Don't miss this informative conversation! WEALTHTRACK Episode 2030 originally broadcast on January ..read more

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 in. But what exactly does this regime change mean? Well, for the first time in 40 years, we have seen a higher high in fed funds, marking the end of the era of near-zero interest rates. This shift has significant implications for portfolio construction and diversification strategies. In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to ass ..read more

David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success. WEALTHTRACK # 2025 broadcast on December 15, 2023 More Info: https://wealthtrack.com/5-star-gold-medalist-portfolio-manager-david-giroux-discusses-contrarian-2024-s ..read more

Annually, the anticipation for economist Ed Hyman's insights peaks as he's consistently ranked Wall Street's top economist for 43 years. Last year, he tracked the Federal Reserve's tightening policies, predicting a slowdown in inflation and warning of a potential recession if credit conditions tightened further.  WEALTHTRACK episode 2024 broadcast on December 08, 2023 More Info: https://wealthtrack.com/wall-streets-longtime-1-economist-ed-hyman-shares-his-high-conviction-calls-for-2024/ Bookshelf: Leadership: Six Studies in World Strategy https://amzn.to/48cxEsZ --- Support this podcast ..read more

In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets lies in individual companies rather than countries. He highlights the challenges faced by companies in China, such as government interference and encroachment on operations and governance. Foster also discusses his investment approach, focusing on inco ..read more