WEALTHTRACK

During one of the worst sell-offs in the Global Financial Crisis, investment greats Marty Whitman & Hersh Cohen, plus noted economist Mark Gertler, showed us how to respond when others are panicking. Timeless lessons from a 2008 WEALTHTRACK CLASSIC.

Originally Broadcast on October 10, 2008

Soon after Yale economist Robert Shiller won the 2013 Nobel Prize in economics he discussed his groundbreaking research in behavioral finance and market bubbles with us. We are sharing his invaluable insights with you in this WEALTHTRACK CLASSIC.

In this 2012 interview Vanguard’s legendary founder John “Jack” Bogle shared his journey to transform mutual funds to make investing cheaper and better for individual investors, as well as the key rules he learned to achieve investment success.

15 years ago on WEALTHTRACK, acclaimed historian Niall Ferguson recommended privatization to reduce America’s burgeoning debt burden & innovations to reform its failing public schools. The problems have gotten worse, but his solutions still stand.

Originally recorded on February 10, 2011

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 becoming a reality. Originally Broadcast February 10, 2011

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 its 2015 inception without spooking investors. Originally broadcast on April 05, 2019

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 takes to ensure the 4.000 stock portfolio matches its index every single day.

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 exceptional returns at the T. Rowe Price Capital Appreciation Fund.

WEALTHTRACK episode 2252, broadcast June 26, 2026

Financial thought leader James Grant warns about the dangers facing the highly leveraged private equity and private credit markets from higher interest rates and inflation. Of particular concern are large positions in insurance company portfolios.

WEALTHTRACK episode 2251 broadcast on June 19, 2026

Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine investment winners and losers for years to come.

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 Capital Appreciation Fund.

Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.

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 the time is right to pivot to Asia.

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 Richard Bernstein explains why the winning streak should continue.

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 Global Fund in 2008. He describes market risks and how he is managing them.

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 obsolescence (HALO) companies with consistent dividend growth averaging 9% a year.

Published on April 10, 2026

“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

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 richest and most powerful nation in history. WEALTHTRACK episode 2233, broadcast on 2/13/2026

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 for portfolios and financial plans that work well for most of us. WEALTHTRACK episode 2232, broadcast on 2/6/26

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 must-do actions to take and the ones to consider.

WEALTHTRACK episode 2231, broadcast on 01/30/2026