Wealthtrack

William Green, bestselling author of “Richer, Wiser, Happier,” reveals timeless life lessons from the Great Investors he has studied for decades – what to emulate, and what to avoid.WEALTHTRACK episode 2211, broadcast 9/12/25

Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.

Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.

Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director John Spears explains why insider buying can be a strong indicator of future excess returns.WEALTHTRACK episode 2208, broadcast on 08/22/25

What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.   

In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro  challenges facing multinational businesses and how his premier brand name companies are responding. 

Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.

Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why investors should take note.WEALTHTRACK episode 2201, broadcast July 4, 2025

Part 2 of 2 - Interview with renowned historian Niall Ferguson we discuss the new challenges facing America’s economic and military dominance, as well as what they mean for investors.WEALTHTRACK episode 2152 broadcast on June 27, 2025

Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets.  WEALTHTRACK episode 2151 broadcast on June 20, 2025

Bridgeway Small-Cap Value Fund's John Montgomery has delivered positive, benchmark-beating returns over the fund's twenty-plus-year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy.WEALTHTRACK Episode #2147 broadcast May 23, 2025

Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it's ever been and advises looking overseas for superior values.WEALTHTRACK episode 2146 broadcast on May 16, 2025

As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shares her views on current market conditions and advice for investors.WEALTHTRACK episode 2145, Broadcast on May 9, 2025

Global financial thought leader John Lipsky explains how new US tariff policies are upending world trade and affecting the global financial system, economy and growth.

Global Shocks author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and financial markets. WEALTHTRACK 2143 broadcast on April 25, 2025

Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advice to investors on handling unsettling markets. WEALTHTRACK episode 2142 broadcast on April 18, 2025

Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s "stocks for the long term" mantra. He explains why he is completely out of stocks in his personal portfolio—and why you should consider doing the same.WEALTHTRACK episode 2140 broadcast on April 04, 2025

Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happens in Washington and around the world. WEALTHTRACK episode 2139 broadcast on March 28, 2025

Trump tariffs are upending financial markets, causing influential economist and strategist Ed Yardeni to turn from bullish to cautious. 

Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead. WEALTHTRACK episode 2132 originally broadcast on February 07,2025