WealthTrack's Podcast
WealthTrack believes that the key to successful long-term investing is diversification and intelligent asset allocation. Our goal is to help viewers build and protect their wealth and all of the investments they care about: financial, real estate, art, and collectibles.

We’ll discuss volatility and opportunity in three major emerging markets. Despite the recent sell off in Russia, other oil exporting countries and emerging markets in general, the standard investment view has been that three of the BRICs – China, India and Brazil – are just too big and consequential to be ignored. This week’s guests concur. Kenneth Lowe, Portfolio Manager of the Matthews Asia Focus fund and the Matthews Asian Growth and Income fund, and David Nadel, Director of International Research for Royce & Associates and Portfolio Manager of several funds, including the Royce International Smaller-Companies fund, will discuss the opportunities they are seeing in Brazil, China and India.

 

WEALTHTRACK 1126; Broadcast on December 19, 2014

Direct download: WEALTHTRACK_1126_Nadel-Lowe_12-19-14_720p.mp3
Category:business -- posted at: 12:30 AM

 

A next generation “Great Investor,” First Eagle Global Fund’s Matthew McLennan. First Eagle is known for its value-oriented, margin of safety approach and making preservation of capital its first investment goal. McLennan assumed the role of Portfolio Manager of the First Eagle Global Fund in late 2008 from investment legend, Jean-Marie Eveillard. The now $50 billion plus fund is rated four-star by Morningstar. Over the last five years, with McLennan on board, it is ranked in the top ten percent of its world allocation category. McLennan explains why he is currently finding markets around the world expensive, and why “patience” is his best investment idea.

 

WEALTHTRACK #1125, Broadcast December 11, 2014

Direct download: WEALTHTRACK_1125_McLennan_12-12-14.mp3
Category:business -- posted at: 12:30 AM

The Wall Street Journal’s must read personal finance columnist, Jonathan Clements has distilled twenty-five years of experience into one, soon to be published e-book and hard cover. His Jonathan Clements Money Guide 2015 will be finished and ready to go at the stroke of midnight on December 31st.  There is much to celebrate.

 

WEALTHTRACK #1124, Released on December 05, 2014

Direct download: WEALTHTRACK_1124_JonathanClements_12-05-14.mp3
Category:business -- posted at: 12:30 AM

It isn’t often that a very successful hedge fund manager with a winning strategy closes up shop, but that is exactly what this week’s Great Investor guest did in 1995. It’s equally unusual to get back in the business more than a decade later with a dramatically altered strategy. Joel Greenblatt of the Gotham Funds will explain his big change in portfolio strategy, from a very concentrated approach to broad diversification.

 

WEALTHTRACK #1121. November 14, 2014

Direct download: WEALTHTRACK_1121_Greenblatt_11-14-14.mp3
Category:business -- posted at: 12:30 AM

Tocqueville Fund's Robert Kleinschmidt prides himself on being an independent thinker. In his exclusive interview with WEALTHTRACK he does not disappoint. While the rest of Wall Street has been expecting the Federal Reserve to raise interest rates he says they won't, and while most investors run from troubled stocks he finds gems among them. His deep value approach has generally worked. Under his stewardship, the 4-star rated Tocqueville Fund has delivered market and category beating returns. 

 

WEALTHTRACK #1120. November 07, 2014

Direct download: WEALTHTRACK_1120_Kleinschmidt_11-07-14.mp3
Category:business -- posted at: 12:30 AM

How would you rate the overall state of moral values in this country today? That’s the question the Gallup organization asks Americans every year. This year’s answers were not atypical. Only 2% of Americans surveyed rated our moral values as excellent – 42% said they were poor – and 74% felt that values were getting worse, not better. How does this translate to the business world? We’ll discuss the state of corporate morality. Financial historian Richard Sylla and award-winning financial editor Paul Steiger discuss how companies have become fixated on short-term stock prices to the exclusion of broader, long-term goals.

 

WEALTHTRACK #1119. October 31, 2014

Direct download: WEALTHTRACK_1119_SYLLA-STEIGER_10-31-14.mp3
Category:business -- posted at: 11:30 PM

The U.S. stock market has been one of the strongest performers in the world since the financial crisis, but some question if its days of market leadership are numbered. This week’s guest is starting to look in battered down international markets. Gregg Fisher, a top rated financial advisor explains the diversification benefits of small company foreign stocks and international real estate.

WEALTHTRACK #1118, Broadcast October 24, 2014

Direct download: WEALTHTRACK_1118_Fisher_10-24-14.mp3
Category:business -- posted at: 11:30 PM

For most investors, both amateur and professional, the primary goal of investing is to make money. However a handful of our guests have another top priority – capital preservation. IVA Worldwide Fund’s co-portfolio manager Charles de Lardemelle is one of them. He explains why he is now holding more cash and fewer stocks in his value seeking portfolios.

 

WEALTHTRACK #1117, October 17, 2014

Direct download: WEALTHTRACK_1117_deLardemelle_10-17-14.mp3
Category:business -- posted at: 11:30 PM

 

A rare interview with Cornerstone Macro’s Investment Strategist, Francois Trahan, who has once again been named the number one ranked strategist on Wall Street by Institutional Investor magazine, as he has been for eight of the last ten years. Trahan has been a stock market bull since the fall of 2011, Still Bullish when the recovery and the markets looked very dicey. Since then he has stuck to his guns and the market has proven him right. What’s his view now? Despite faltering growth in much of the world, rising geopolitical risks and the U.S. stock markets regularly flirting with record highs, he says the U.S. bull market still has several years to run. He’ll explain why. WEALTHTRACK #1116. Broadcast October 19, 2014

Direct download: WEALTHTRACK_1116_Trahan_10-10-14.mp3
Category:general -- posted at: 11:30 PM

 

How many times have you heard that China is on its way to surpassing the United States as the main driver of world economic growth? This week’ s guest says not so fast – growth dynamics are changing and the widely forecast new world order is returning to the old world order. Top rated economist, Nancy Lazar explains why the U.S. has resumed its role as the driver of global economic growth and China is lagging. WEALTHTRACK #1115. Broadcast on October 03, 2014

Direct download: WEALTHTRACK_1115_Lazar_10-02-14.mp3
Category:business -- posted at: 11:30 PM