Wealthtrack

Social Security, the Louisiana Purchase, and the National Institutes of Health are just a few of the major investments that define America. Financial thought leader Charles Ellis discusses his soon-to-be-published book, “Great American Investments.” WEALTHTRACK episode 2228, broadcast on 01/09/2025

Parting advice from cherished personal finance columnist Jonathan Clements. The final actions he took battling terminal cancer. WEALTHTRACK episode 2227, broadcast on 01/02/26

Influential strategist Ed Yardeni’s “Roaring 2020s” theme, which we discussed in our recent interview with him, has worked for six years. This week, he identifies the megatrends that will continue to drive the economy and markets higher. WEALTHTRACK episode 2225, broadcast on Dec. 19, 2025

In 2020, influential strategist Ed Yardeni predicted the economy & markets were entering a “Roaring 2020s” decade. So far, he’s proven the naysayers wrong. He explains why the economy should continue to expand and the markets to advance in 2026 and beyond. WEALTHTRACK episode 2224, broadcast Dec. 12, 2025

funds, and major investors like Ray Dalio and Stan Druckenmiller on board? Crypto ETF pioneer Matt Hougan has the latest and offers advice for navigating this explosive market. WEALTHTRACK episode 2221, broadcast on 11-21-2025

In a rare interview, legendary investor François Rochon takes us through his process of finding a select group of high-quality companies with sustainable competitive advantages to hold for the long term. WEALTHTRACK episode 2220, broadcast on 11/14/2025

Jane Buchan, an alternative investments expert and investor, now chairs the industry’s standards board. She explains the different types of alternative investments, how they work, and what they can and cannot do in individual retirement accounts. WEALTHTRACK episode 2219, broadcast on 11-7-25

David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The Motley Fool co-founder shares his six traits of market-beating rule breaker stocks.   

The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most.WEALTHTRACK episode 2218, broadcast on 10-24-2025

After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and poor quality securities. Veteran muni manager Robert DiMella explains why investors can benefit.  WEALTHTRACK episode 2216, broadcast on 10/17/25

While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets.WEALTHTRACK episode 2214, broadcast on Oct. 3, 2025

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

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

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.