Podcast Episodes

Portfolio Housecleaning

Season 20 Episode 33

Part 2 of 2 How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz.…

2 years, 8 months ago

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Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets

Season 20 Episode 32

We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discuss…

2 years, 8 months ago

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Investing with Discipline: Seeking Opportunities in Challenging Markets

Season 20 Episode 31

We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his ins…

2 years, 8 months ago

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Investment Strategies: Unveiling Major Themes for 2024 with Jason Trennert

Season 20 Episode 30

Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK…

2 years, 9 months ago

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Asset Allocation Strategies: Building a Strong Investment Portfolio

Season 20 Episode 29

We have a fascinating discussion with Sebastien Page, Head of T Rowe Price's global multi-asset division, about the new regime we find ourselves in. …

2 years, 9 months ago

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Investing in China: Financial Developments and Opportunities

Season 20 Episode 26

In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned…

2 years, 10 months ago

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Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

Season 20 Episode 25

David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies l…

2 years, 10 months ago

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Cash Reserves & Cautious Predictions: Ed Hyman's Approach

Season 20 Episode 24

Annually, the anticipation for economist Ed Hyman's insights peaks as he's consistently ranked Wall Street's top economist for 43 years. Last year, h…

2 years, 10 months ago

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Recession Risk Analysis: Jeff Schultze's Perspective on the Economy [2023]

Season 22 Episode 23

Jeff Schultze, head of economic and market strategy at ClearBridge Investments, discusses the possibility of a recession and the current state of the…

2 years, 10 months ago

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High-Yield Bonds: Exploring Profitable Opportunities in Fixed Income

Season 20 Episode 22

Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including i…

2 years, 10 months ago

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