Episodios
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Part 2 of 2How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz.WEALTHTRACK episode 2033 was originally broadcast on February 09,2024.
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We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy.
WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024
More Info: https://wealthtrack.com/the-huge-impact-of-higher-yields-on-retirement-planning-with-personal-finance-guru-christine-benz/
Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income
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We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them.
WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023
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Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover potential risks and opportunities that lie ahead. Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind. Explore the rise of populism and its impact on global markets. Don't miss this informative conversation!
WEALTHTRACK Episode 2030 originally broadcast on January 19, 2024
More info: https://wealthtrack.com/leading-strategist-jason-trennert-identifies-major-investable-themes-for-2024/
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We have a fascinating discussion with Sebastien Page, Head of T Rowe Price's global multi-asset division, about the new regime we find ourselves in. But what exactly does this regime change mean? Well, for the first time in 40 years, we have seen a higher high in fed funds, marking the end of the era of near-zero interest rates. This shift has significant implications for portfolio construction and diversification strategies. In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and considerations for building and protecting your wealth in this changing financial landscape.
WEALTHTRACK episode 2029 originally broadcast on January 12, 2024
More info: https://wealthtrack.com/a-new-market-era-requires-different-strategies-sebastien-page-describes-his-updated-approach/
The View from the Knife's Edge: A New Market Regime: https://www.troweprice.com/corporate/us/en/press/press-release-financial-services-review-the-view-from-the-knifes-edge-a-new-market-regime.html
Bookshelf: Beyond Diversification: What Every Investor Needs to Know About Asset Allocation
https://amzn.to/3U4a2mB
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In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets lies in individual companies rather than countries. He highlights the challenges faced by companies in China, such as government interference and encroachment on operations and governance. Foster also discusses his investment approach, focusing on income and value. Despite the changing landscape, he still finds China investable and continues to research and invest in the country. Overall, this episode provides valuable perspectives on the evolving dynamics of emerging markets and the importance of company-specific analysis in investment decisions.
WEALTHTRACK Episode 2026 originally broadcast on December 22, 2023
More info: https://wealthtrack.com/andrew-foster-is-finding-undervalued-high-quality-market-leading-companies-in-emerging-markets/
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David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success.WEALTHTRACK # 2025 broadcast on December 15, 2023More Info: https://wealthtrack.com/5-star-gold-medalist-portfolio-manager-david-giroux-discusses-contrarian-2024-strategies-and-ai/Bookshelf: Thinking, Fast and Slowhttps://amzn.to/3NvHRbR
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Annually, the anticipation for economist Ed Hyman's insights peaks as he's consistently ranked Wall Street's top economist for 43 years. Last year, he tracked the Federal Reserve's tightening policies, predicting a slowdown in inflation and warning of a potential recession if credit conditions tightened further.
WEALTHTRACK episode 2024 broadcast on December 08, 2023
More Info: https://wealthtrack.com/wall-streets-longtime-1-economist-ed-hyman-shares-his-high-conviction-calls-for-2024/
Bookshelf: Leadership: Six Studies in World Strategy https://amzn.to/48cxEsZ
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Jeff Schultze, head of economic and market strategy at ClearBridge Investments, discusses the possibility of a recession and the current state of the economy. He shares insights on recession risk indicators, the consumer's financial health, the banking system, and the Federal Reserve's ability to respond.
WEALTHTRACK Episode 2023, published on December 1, 2023
More Info: https://wealthtrack.com/strategist-jeff-schulze-explains-why-the-slowing-economy-can-coexist-with-a-rallying-stock-market/
ClearBridge’s Anatomy of a Recession Dashboard: https://www.clearbridgeinvestments.com.au/perspectives/anatomy-of-a-recession/
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Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including its 5-star, Silver-rated Baird Core Intermediate Municipal Bond Fund, present a compelling case for muni bonds.
WEALTHTRACK Episode 2022, published on November 23, 2023
More Info: https://wealthtrack.com/the-highest-yields-in-nearly-20-years-make-a-compelling-case-for-municipal-bonds/
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Part 2 of 2
Financial thought leader and historian James Grant is marking the 40th anniversary of his influential Grant’s Interest Rate Observer, a twice-monthly, self-described “independent, value-oriented and contrary-minded journal of the financial markets.”
Grant shares his insights on a wide range of financial topics, including booms and busts, corporate finance, inflation, and the evolution of central banking.
Grant also discusses his prescient analyses of the 2007-2009 credit crisis and offers warnings about the perils of cryptocurrencies and low-interest rates. He also unveils the one trait shared by successful investors, providing valuable insights for navigating the ever-changing financial landscape.
WEALTHTRACK episode 2021 was originally broadcast on November 17, 2023,
More Info: https://wealthtrack.com/financial-thought-leader-james-grant-shares-four-decades-of-investment-wisdom-and-insights/
Grant’s Interest Rate Observer: https://www.grantspub.com/
Bookshelf:
The Forgotten Depression: 1921: The Crash That Cured Itself
https://amzn.to/3QTCsh9
Money of the Mind: How the 1980s Got That Way
https://amzn.to/47tIeev
The Trouble With Prosperity: The Loss of Fear, the Rise of Speculation, and the Risk to American Savings
https://amzn.to/3ugSwjR
Bagehot: The Life and Times of the Greatest Victorian
https://amzn.to/47cX49S
Inside the Yield Book: The Classic That Created the Science of Bond Analysis
https://amzn.to/47lO3KY
A History of Interest Rates, Fourth Edition
https://amzn.to/3FR38J1
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Part 1 of 2
James Grant, Founder and Editor of Grant's Interest Rate Observer, joins us to discuss the history of bond market cycles and why the dramatic rise in interest rates that began in March of last year might have ushered in a prolonged bear market in bonds.
Grant argues that bond yields have trended in generation-length periods, with each cycle lasting at least 20 years. He believes that the bull market in bonds that began in the early 1980s has now come to an end, and that we are now embarking on a long-term period of rising interest rates.
Grant's perspective is important because he has been warning of a bond bear market for many years. He has argued that the central banks' aggressive monetary stimulus policies have created a bubble in the bond market and that this bubble is now bursting.
WEALTHTRACK episode 2020 originally broadcast on November 10, 2023
More info:https://wealthtrack.com/financial-thought-leader-james-grant-on-the-investment-ramifications-of-the-new-era-of-higher-interest-rates/
Bookshelf:
The Forgotten Depression: 1921: The Crash That Cured Itself
https://amzn.to/3QTCsh9
Money of the Mind: How the 1980s Got That Way
https://amzn.to/47tIeev
The Trouble With Prosperity: The Loss of Fear, the Rise of Speculation, and the Risk to American Savings
https://amzn.to/3ugSwjR
Bagehot: The Life and Times of the Greatest Victorian
https://amzn.to/47cX49S
Inside the Yield Book: The Classic That Created the Science of Bond Analysis
https://amzn.to/47lO3KY
A History of Interest Rates, Fourth Edition
https://amzn.to/3FR38J1
--- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support -
Bruce Berkowitz is the founder and CEO of Fairholme Capital Management and a legendary value investor. In this exclusive interview, he talks about his deep value, contrarian approach, his current strategy, and the lessons he's learned over the years.
Berkowitz's Fairholme Fund was once a top performer, returning better than 13% annualized returns in its first decade. But it has since lagged the market and become extremely volatile. Today, 82% of the fund is concentrated in one stock: The St. Joe Company, a Florida real estate developer and manager.
Berkowitz reveals the highs and lows of his career and shares his insights on value investing, contrarian thinking, and the future of the markets.
WEALTHTRACK #2019 originally broadcast on November 03, 2023
More info: https://wealthtrack.com/fairholme-funds-bruce-berkowitz-deep-value-contrarian-approach-thats-still-beating-the-market/
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Bookshelf: Security Analysis: Principles and Techniquehttps://amzn.to/3sax7bH -
In a world where stocks have been the go-to asset class for income and returns, bonds are making a comeback. That's the view of Mary Ellen Stanek, Co-Chief Investment Officer of Baird Advisors and President of the Baird Funds, who says that the Federal Reserve's aggressive rate hikes have made bonds more attractive to investors.
Stanek argues that the rapid rise in interest rates has created opportunities in the fixed-income market, as bond yields have increased to their highest levels in years. This means that investors can now lock in higher yields for their money, which can provide a valuable source of income and diversification in a volatile market.
In this interview, Stanek explains why she is convinced that bonds are back and why investors should consider adding them to their portfolios. She also discusses her investment strategy and how she selects bonds for her clients.
WEALTHTRACK episode 2018, broadcast on October 27, 2023
Learn More: https://wealthtrack.com/star-bond-fund-manager-mary-ellen-stanek-on-the-compelling-case-for-bonds-even-over-stocks/
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The political, demographic, and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s economies and markets. WEALTHTRACK Episode 2016, published on October 12, 2023
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Part 2 of 2
Our rare interview with legendary investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund which he founded 30 years ago. Morningstar gives the gold-rated fund high marks for its focus on capital preservation and strong stewardship.
Since 1993, Crescent has generated equity-like returns with less risk than the overall market. Its nearly 10% annualized returns match the S&P 500 but with significantly less decline during downturns and faster recovery.
Earlier this year, Romick delivered the keynote at Morningstar's investment conference, reflecting on his 30 years of successful investing across multiple cycles.
We asked Romick to share insights and lessons learned navigating major crises like the tech bubble, financial crisis, COVID crash, and 2022's meltdown. Interestingly, he believes Crescent has survived by "first considering what can go wrong."
Hear Romick's wisdom on defensive investing, managing risk, contrarian thinking, and preparing for an uncertain future. A rare chance to learn from a legendary investor.
WEALTHTRACK Episode 2012 broadcast on September 15, 2023
More Info: https://wealthtrack.com/fpa-crescent-funds-steven-romick-shares-30-years-of-investment-lessons/
Bookshelf: Security Analysis, Seventh Edition: Principles and Technique
https://amzn.to/3szbiSH
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