WEALTHTRACK

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Why International Small & Midcap Stocks Deserve Investor Attention Sep 26, 2025

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International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by American investors. Invesco’s David Nadel is on a mission to change that.

WEALTHTRACK episode 2213, broadcast on 9-26-2025

Promising Foreign Stocks From Award-Winning Manager Mark Yockey Sep 19, 2025

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Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-winning Mark Yockey is finding undervalued growth stocks with plenty of room to run.

WEALTHTRACK episode 2212, broadcast 09-19-25

Life Lessons Great Investors Have Mastered To Stay on Top Sep 12, 2025

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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

The Essential Qualities of Great Investors Sep 05, 2025

Show notes

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.

Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning Aug 29, 2025

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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.

WEALTHTRACK episode 2209, broadcast 08/29/25

Buying by Corporate Insiders Can Mean Excess Returns for a Stock Aug 22, 2025

Show notes

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

How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio Jul 26, 2025

Show notes

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.

The Macro Challenges Facing Leading Investor Tom Russo’s Global Companies Jul 19, 2025

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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.

Europe Is on a Tear, Values Abound & Top Manager Sarah Ketterer Is Investing Jul 12, 2025

Show notes

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

Gold’s Strength Is a Challenge to U.S. Financial Dominance, Warns James Grant Jul 03, 2025

Show notes

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

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