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.

Capital Growth Management’s Ken Heebner is known for his big investment bets and stock trading prowess. What does CGM Focus fund’s legendary portfolio manager think of so called high-frequency, computer driven trading? Which unloved stocks is he investing in now and why is he closely monitoring developments in the Ukraine? He’ll answer those questions and more.

WEALTHTRACK #1043, Originally Broadcast April 18, 2014

Direct download: WEALTHTRACK_1043_Ken_Heebner_04-18-14_.mp3
Category:general -- posted at: 11:30 PM

Is there such a thing as a better mouse trap? This week’s Financial Thought Leader guest has created an alternative to traditional index funds. Instead of being based on market capitalization or stock price, his Fundamental Index® approach measures fundamentals such as sales, profits, and dividends to determine the weight securities have in his indexes. Research Affiliates Chairman and CEO Robert Arnott explains why fundamentals can make a big difference.

WEALTHTRACK 1042, April 11, 2014

Direct download: Show_1042_WeeklyEpisode.mp3
Category:business -- posted at: 11:30 PM

Two top personal finance journalists, Jonathan Clements and Jason Zweig, both now at The Wall Street Journal tackle the three greatest financial challenges facing Americans.

Category:business -- posted at: 11:30 PM

More often than not, WEALTHTRACK guests march to the beat of a different drum. Wintergreen Fund’s David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett!

 

WEALTHTRACK #1040. Broadcast on March 28, 2014

Direct download: Show_1040_WeeklyEpisode.mp3
Category:business -- posted at: 11:30 PM

A reliable and decent source of income is hard to find but this week’s guest runs the venerable Franklin Income Fund, which has paid a monthly dividend since 1948. Perks, whose fund can invest in stocks, bonds, and other income producing investments, will tell us where he is finding the best income now.

 

WEALTHTRACK # 1039, Original Broadcast on March 22, 2014

Direct download: WEALTHTRACK_1039_Perks_03-22-14.mp3
Category: -- posted at: 5:12 PM

When you think small cap investing, India is probably not the first country that comes to mind. But the small cap pioneers at the Royce Funds feel differently. David Nadel,  Director of International Research and portfolio manager, explains the lure of India in this week's audio interview. 

 

WEALTHTRACK #1038 EXTRA  released March 14, 2014

Direct download: David_Nadel_extra_David_Nadel_extra_03-14-14.mp3
Category: -- posted at: 2:56 AM

Robert Shiller, recent winner of the Nobel Prize in Economic Sciences, and a Yale professor discusses the importance of psychology in the markets and what it’s telling him now.

 

WEALTHTRACK #1035 originally Broadcast February 21, 2014

Direct download: WEALTHTRACK_1035_ROBERT_SHILLER_02-21-14.mp3
Category:business -- posted at: 12:30 AM

The rising appeal of muni bonds. Despite some negative headlines, top fund managers Robert Amodeo of Western Asset Management and Robert DiMella of MacKay Municipal Managers say there are opportunities to be had in munis.

WEALTHTRACK #1034 originally broadcast February 14, 2014

Direct download: WEALTHTRACK_1034_AMODEO-DIMELLA_02-14-14.mp3
Category:general -- posted at: 12:30 AM

A discussion on the opportunities that still exist in emerging markets. Investors are fleeing them but this week’s guests, Teresa Kong of Matthews Asia and Peter Marber of Loomis Sayles, say not all emerging markets are the same.

WEALTHTRACK #1033 broadcast February 07,2014

Direct download: WEALTHTRACK_1033_KONG-MARBER_02-06-13.mp3
Category:general -- posted at: 12:30 AM

You won’t want to miss our rare interview with the 2013 and 2008 Morningstar International Stock Fund Manager of the Year! Portfolio Manager Daniel O’Keefe explains how his Artisan International Value and Artisan Global Value funds trounce the competition and the market in both bull and bear markets.
WEALTHTRACK #1032 originally broadcast on Jan. 31, 2014

Direct download: WEALTHTRACK_1032_DANIEL_OKEEFE_01-31-14.mp3
Category:general -- posted at: 12:30 AM