WEALTHTRACK

Niall Fergusons’s 2011 Warnings about America’s Challenges are Coming True

In 2011, renowned historian Niall Ferguson warned WEALTHTRACK viewers that America’s economic dominance was under attack. We revisit his warnings and why they are becomin

Star Investor Joel Greenblatt Beats the Market Without Going Out on a Limb

Why do investors underperform the very funds they invest in? Great Investor, Joel Greenblatt solved the problem. His Gotham Index Plus Fund has beaten the market since it

In His Own Words: How Gerry O’Reilly Managed the World’s Largest Mutual Fund

Great Investor Gerry O’Reilly ran Vanguard’s Total Stock Market Index Fund for 32 years until his untimely death in June. In an earlier interview he explained what it tak

The Essence of Superstar Investor David Giroux’s Investment Success

Superstar investor David Giroux explains his evolution as an investor, how he is adapting to new market conditions, and the most important thing he has to do to generate

Private Equity Dangers Are Rising Says Financial Thought Leader James Grant

Financial thought leader James Grant warns about the dangers facing the highly leveraged private equity and private credit markets from higher interest rates and inflatio

Leading Strategist Jason Trennert on the Powerful Trends Driving Inflation

Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine inv

Superstar Investor David Giroux Finds Opportunities in a Bifurcated Market

In the most bifurcated market of his career, superstar investor David Giroux is finding plenty of exciting long-term opportunities for his award-winning T. Rowe Price Cap

Choosing a Discipline & Sticking to It Overcomes the Market Noise

Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winni

Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia

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 th

U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated

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 R

Managing Uncertainty With Resilient, Dominant Companies Plus Gold

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

Protection In Turbulent Markets

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 obsolesc

RETHINKING INVESTING

“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.

The American Financial Revolution That Created the World’s Richest Nation

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 riche

Streamlined Portfolios & Financial Plans That Work for Christine Benz

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 fo

Must-Do 2026 Financial List with Morningstar’s Christine Benz

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 mu

Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix

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

Charles Ellis Identifies the “Great American Investments” That Define America

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 Charl

Last Advice From Revered Personal Finance Columnist Jonathan Clements

Parting advice from cherished personal finance columnist Jonathan Clements. The final actions he took battling terminal cancer. WEALTHTRACK episode 2227, broadcast on 0

The Powerful Megatrends Driving the Economy and Markets Higher

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 meg