WEALTHTRACK

Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.

Asia mutual fund pioneer Mark Headley has come out of retirement to rebuild his old firm and reinvest in the region, as well as other emerging markets. Why he believes the time is right to pivot to Asia.

It's one of the market’s best-kept secrets. An index of U.S. small- & mid-cap industrial stocks has outperformed the S&P 500 for over a decade. Award-winning strategist Richard Bernstein explains why the winning streak should continue.

Matt McLennan’s strategy of owning resilient, dominant & undervalued companies, plus gold, has delivered superior risk-adjusted returns since he took over the First Eagle Global Fund in 2008. He describes market risks and how he is managing them.

Where can you get a 9% raise every year? Clearbridge Investments’ Michael Clarfeld shares his dividend strategy approach for finding high-quality, hard asset/low obsolescence (HALO) companies with consistent dividend growth averaging 9% a year. Published on April 10, 2026

“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.WEALTHTRACK Episode 2133 broadcast on February 14, 2025

As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s ability to become the richest and most powerful nation in history. WEALTHTRACK episode 2233, broadcast on 2/13/2026

Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us. WEALTHTRACK episode 2232, broadcast on 2/6/26

Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.   WEALTHTRACK episode 2231, broadcast on 01/30/2026

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 the cut, but Amazon and Microsoft do not? WEALTHTRACK episode 2230, broadcast 1/23/25

Social Security, the Louisiana Purchase, and the National Institutes of Health are just a few of the major investments that define America. Financial thought leader Charles Ellis discusses his soon-to-be-published book, “Great American Investments.” WEALTHTRACK episode 2228, broadcast on 01/09/2025

Parting advice from cherished personal finance columnist Jonathan Clements. The final actions he took battling terminal cancer. WEALTHTRACK episode 2227, broadcast on 01/02/26

Influential strategist Ed Yardeni’s “Roaring 2020s” theme, which we discussed in our recent interview with him, has worked for six years. This week, he identifies the megatrends that will continue to drive the economy and markets higher. WEALTHTRACK episode 2225, broadcast on Dec. 19, 2025

In 2020, influential strategist Ed Yardeni predicted the economy & markets were entering a “Roaring 2020s” decade. So far, he’s proven the naysayers wrong. He explains why the economy should continue to expand and the markets to advance in 2026 and beyond. WEALTHTRACK episode 2224, broadcast Dec. 12, 2025

Why has Crypto suddenly gone mainstream, with Harvard, numerous pensionfunds, and major investors like Ray Dalio and Stan Druckenmiller on board? Crypto ETF pioneer Matt Hougan has the latest and offers advice for navigating this explosive market. WEALTHTRACK episode 2221, broadcast on 11-21-2025

In a rare interview, legendary investor François Rochon takes us through his process of finding a select group of high-quality companies with sustainable competitive advantages to hold for the long term. WEALTHTRACK episode 2220, broadcast on 11/14/2025

Jane Buchan, an alternative investments expert and investor, now chairs the industry’s standards board. She explains the different types of alternative investments, how they work, and what they can and cannot do in individual retirement accounts. WEALTHTRACK episode 2219, broadcast on 11-7-25

David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The Motley Fool co-founder shares his six traits of market-beating rule breaker stocks.   

The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most.WEALTHTRACK episode 2218, broadcast on 10-24-2025

After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and poor quality securities. Veteran muni manager Robert DiMella explains why investors can benefit.  WEALTHTRACK episode 2216, broadcast on 10/17/25

While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets.WEALTHTRACK episode 2214, broadcast on Oct. 3, 2025

International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by American investors. Invesco’s David Nadel is on a mission to change that.  WEALTHTRACK episode 2213, broadcast on 9-26-2025

Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-winning Mark Yockey is finding undervalued growth stocks with plenty of room to run.WEALTHTRACK episode 2212, broadcast 09-19-25

William Green, bestselling author of “Richer, Wiser, Happier,” reveals timeless life lessons from the Great Investors he has studied for decades – what to emulate, and what to avoid.WEALTHTRACK episode 2211, broadcast 9/12/25

Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.

Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.WEALTHTRACK episode 2209, broadcast 08/29/25

Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director John Spears explains why insider buying can be a strong indicator of future excess returns.WEALTHTRACK episode 2208, broadcast on 08/22/25

What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.   

In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro  challenges facing multinational businesses and how his premier brand name companies are responding. 

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

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 investors should take note.WEALTHTRACK episode 2201, broadcast July 4, 2025

Part 2 of 2 - Interview with renowned historian Niall Ferguson we discuss the new challenges facing America’s economic and military dominance, as well as what they mean for investors.WEALTHTRACK episode 2152 broadcast on June 27, 2025

Part 1 of 2 - Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets.  WEALTHTRACK episode 2151 broadcast on June 20, 2025

Bridgeway Small-Cap Value Fund's John Montgomery has delivered positive, benchmark-beating returns over the fund's twenty-plus-year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy.WEALTHTRACK Episode #2147 broadcast May 23, 2025

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 looking overseas for superior values.WEALTHTRACK episode 2146 broadcast on May 16, 2025

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 shares her views on current market conditions and advice for investors.WEALTHTRACK episode 2145, Broadcast on May 9, 2025

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

Global Shocks author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and financial markets. WEALTHTRACK 2143 broadcast on April 25, 2025

Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advice to investors on handling unsettling markets. WEALTHTRACK episode 2142 broadcast on April 18, 2025

Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s "stocks for the long term" mantra. He explains why he is completely out of stocks in his personal portfolio—and why you should consider doing the same.WEALTHTRACK episode 2140 broadcast on April 04, 2025

Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happens in Washington and around the world. WEALTHTRACK episode 2139 broadcast on March 28, 2025

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

“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.WEALTHTRACK episode 2133 broadcast on February 14, 2025

Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead. WEALTHTRACK episode 2132 originally broadcast on February 07,2025

Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing his bearish outlook. WEALTHTRACK episode 2131 originally broadcast on February 01, 2025.

Strategas’ Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025.   WEALTHTRACK episode 2131 broadcast on January 24, 2025

Acclaimed portfolio manager David Giroux discusses what he has learned about investing—what works and what doesn’t—while running his five-star, gold-rated T. Rowe Price Capital Appreciation Fund since 2006. WEALTHTRACK episode 2129, broadcast on January 17, 2025

First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world. WEALTHTRACK episode 2125. Broadcast on 12-20-24

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

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 why stock prices are scary and bonds look better than most stocks in 2025.