WEALTHTRACK

Latest Episodes:

Bullish Economist Ed Yardeni Turns Cautious as Trump Tariffs Upend Markets Mar 20, 2025

Show notes

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

Rethinking Investing Feb 14, 2025

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

WEALTHTRACK episode 2133 broadcast on February 14, 2025

David Rosenberg Explains Why Inflation & Interest Rates Will Go Lower Feb 06, 2025

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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

Contrarian Market Economist David Rosenberg on Rethinking His “Bubble” Thesis but Staying Bearish Jan 30, 2025

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Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing his bearish outlook.

WEALTHTRACK episode 2131 originally broadcast on February 01, 2025.

Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025 Jan 24, 2025

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Strategas’ Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025.

WEALTHTRACK episode 2131 broadcast on January 24, 2025

David Giroux Shares His Evolution Managing His Five-Star, Gold-Rated Fund Jan 20, 2025

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Acclaimed portfolio manager David Giroux discusses what he has learned about investing—what works and what doesn’t—while running his five-star, gold-rated T. Rowe Price Capital Appreciation Fund since 2006.

WEALTHTRACK episode 2129, broadcast on January 17, 2025

An Outstanding Global Investor’s Strategy for Investing in a High Risk World Dec 19, 2024

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First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world.

WEALTHTRACK episode 2125. Broadcast on 12-20-24

Investors Are Flocking to Bonds. Bond Pro Warren Pierson Explains the Lure Dec 13, 2024

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Warren Pierson, Co-Chief Investment Officer of Baird Advisors and portfolio manager of the top-rated Baird Aggregate Bond Fund, explains the newfound popularity of bonds.

Superstar investor David Giroux on why stock market valuations are scary Dec 13, 2024

Show notes

Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.

“The Intelligent Investor” Editor Jason Zweig Shares the Classic’s Timeless & Still Timely Wisdom Nov 14, 2024

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On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what Warren Buffett calls “the best book on investing ever written.”

WEALTHTRACK episode #2120, broadcast on 11/15/2024

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