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.

A rare interview with Bruce Berkowitz of The Fairholme Fund. Launched at the height of the tech bubble in late 1999, The Fairholme Fund has been the top performer in Morningstar’s Large Value category since inception, delivering 13% annualized returns and beating its nearest competitor by a margin of 2.4% points a year. Berkowitz believes in “ignoring the crowd”. He’ll explain why nearly 80% of his portfolio is in four financial stocks shunned by most investors. WEALTHTRACK #1114. Broadcast September 26, 2014

Direct download: WEALTHTRACK_1114_Berkowitz_09-26-14.mp3
Category:business -- posted at: 11:30 PM

 

Worried about the stock and bond markets? Are alternative investments the solution? Alternatives, such as hedge funds now come in a liquid mutual fund form so they can be bought and sold daily on an exchange. They are regulated and transparent, so you know what they own – and the fees are considerably less than hedge funds. Most are available to average individual investors. These Liquid Alternative funds have taken off – their assets have increased ten fold since 2005. Lipper’s Robert Jenkins and Altegris Advisors’ Lara Magnusen discuss the risks and rewards of alternative investments. WEALTHTRACK #1113. Broadcast on September 19, 2014.

Direct download: WEALTHTRACK_1113_Jenkins-Magnusen_09-19-2014.mp3
Category:business -- posted at: 11:30 PM

With the stock market trading near record highs should investors adjust their portfolios? David Darst and Jay Kaplan say yes! Darst is an independent investment consultant and Senior Advisor and member of the Global Investment Committee at Morgan Stanley. He is also the author of 11 books, including two on mastering the art of asset allocation. Kaplan is portfolio manager of several funds run by small cap pioneer, The Royce Funds, which is known for its value orientation and high quality company focus. We’ll get their personal perspectives on market valuations.

 

WEALTHTRACK #1112. Original Broadcast 09-12-14

Direct download: WEALTHTRACK__1112_Darst-Kaplan_09-12-14.mp3
Category:business -- posted at: 11:30 PM

Can investing be a lucrative game? Brothers David and Tom Gardner founded the online investment advisory service, The Motley Fool in 1993 to help people become better investors while having fun doing it. 20 years later their Stock Advisor growth and value portfolios have beaten the market by a wide margin. 

 

WEALTHTRACK # 1111. Originally Broadcast on September 5, 2014

Direct download: WEALTHTRACK_1111_Gardner_09-05-14.mp3
Category:business -- posted at: 11:30 PM

Great bond investor Kathleen Gaffney says it's been the quietest summer bond market in her 20 plus years of managing fixed income funds.  Is this the proverbial calm before the storm?  Have years of low interest rates lulled investors into another false sense of security?  Gaffney, Portfolio Manager of the Eaton Vance Bond Fund, is concerned about risks in the bond world and has adjusted her portfolios accordingly.  She'll explain why she thinks bonds are fraught with risk and why stocks and cash are now a big part of her portfolios. 

 

WEALTHTRACK #1110. Originally Broadcast on August 29, 2014

Direct download: WEALTHTRACK_1110_Gaffney_08-29-14.mp3
Category:business -- posted at: 11:30 PM

How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain.

 

WEALTHTRACK #1106, August 01, 2014

Direct download: WEALTHTRACK_1106_TRENNERT_08-01-14.mp3
Category:business -- posted at: 11:30 PM

 

How vulnerable are the markets? Despite rising geopolitical conflicts and uncertainty surrounding the Federal Reserve’s exit plan from its unprecedented monetary expansion, U.S. stock and bond markets are trading near record highs. WEALTHTRACK #1105, July 25, 2014

Direct download: WEALTHTRACK_1105_Wilby-Sargen_07-24-14.mp3
Category:business -- posted at: 11:00 PM

Bob Doll has made a name for himself with his annual predictions and with his proven investment skill. Doll, Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management, has run several large cap stock mutual funds for three decades. We’ll get a personal take on his mid-year predictions for investment opportunities, and traps to avoid.

 

WEALTHTRACK #1104, July 18, 2014

Direct download: WEALTHTRACK_1104_Doll_07-18-14.mp3
Category:general -- posted at: 11:30 PM

Contrarian money manager Steven Leuthold called it quits from the tightly regulated mutual fund business. Now he’s investing in businesses that many investors consider to be toxic. He’ll explain his unusual choices.

WEALTHTRACK #1103, Broadcast on July 11, 2014

Direct download: WEALTHTRACK_1103_Leuthold_07-11-14.mp3
Category:business -- posted at: 1:35 AM

For years Great Investor Robert Kessler has correctly predicted that interest rates would decline to record lows and remain subdued because of subpar economic growth. The founder and CEO of Kessler Investment Advisors is sticking to his guns and maintains that U.S. Treasury bonds will continue to be a major beneficiary. He’ll explain why he thinks Treasuries, one of the most vilified investments on Wall Street should be a core holding in everyone’s portfolio.

WEALTHTRACK #1102. Broadcast on July 4, 2014

Direct download: WEALTHTRACK_1102_Kessler_07-04-14.mp3
Category:business -- posted at: 11:30 PM