Podcast Episodes

China's Economic Challenges: Impact on Global Economies and Markets

Season 20 Episode 16

The political, demographic, and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s econ…

2 years, 6 months ago

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Portfolio Lessons: Navigating Market Cycles

Season 20 Episode 2012

Part 2 of 2

Our rare interview with legendary investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund which he founded 30 years ago. Mo…

2 years, 6 months ago

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Rising Interest Rates: How to Realign Your Portfolio

Season 20 Episode 11

Is the 60/40 Portfolio Is Obsolete?

The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. B…

2 years, 7 months ago

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The Muni Bond Market Today: Expert Insights [2023]

Season 20 Episode 10

Discover the state of the municipal bond market post-2022 interest rate surge! Munis had their worst year since 1981, with a -8.5% return. Yields dou…

2 years, 7 months ago

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Mastering Market Volatility: Lessons from Steven Romick

Season 20 Episode 9

Part 1 of 2

Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th annivers…

2 years, 7 months ago

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An Essential Guide to Mutual Fund Investing: “The Thrilling 33”

Season 20 Episode 6

Selecting the best mutual funds to achieve long-term financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Res…

2 years, 8 months ago

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Growth Investing: Riding the A.I. Boom

Season 20 Episode 5

Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative…

2 years, 8 months ago

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Inside Vanguard's $2 Trillion Index Portfolios with Gerry O'Reilly

Season 20 Episode 4

Uncover the secrets behind managing the world's largest mutual fund, the Vanguard Total Stock Market Index Fund, in this captivating episode of WEALT…

2 years, 8 months ago

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Exploring Investment Opportunities in Climate Change

Season 20 Episode 3

Climate change, a topic of daily conversation, has sparked a global industry worth billions and, soon, trillions of dollars. Discover investment oppo…

2 years, 9 months ago

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Small-Cap Stocks: Are They Due for a Breakout?

Season 20 Episode 2002

Small-cap stocks in general have generated subpar returns in the last five years and have underperformed large-cap stocks by a wide margin over the l…

2 years, 9 months ago

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