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Investment Success: The Importance of Capital Allocation Decisions
Season 19 Episode 16
Part 2 of 2
When was the last time you heard an investment discussion about capital allocation and what difference it makes to investment results? It…
3 years, 6 months ago
Stocks Are Cheap: Contrarian Stock Buys
Season 19 Episode 15
“What do we want to own when things are cheap?” is the question driving great investor David Giroux on a daily basis.
Giroux is the Chief Investment…
3 years, 6 months ago
Inflation: Value Stocks & A Cheap Diversifiers Strategy
Season 19 Episode 14
Volatility is the name of this market’s game. The Dow and S&P 500 both entered bear markets this week, although they both put up a brief fight with a…
3 years, 6 months ago
Warren Buffett’s Enduring Influence Explained
Season 19 Episode 13
This episode's guest is a longtime holder of Berkshire stock and has been an avid student of Buffett’s style of value investing since meeting the leg…
3 years, 6 months ago
Inflation’s Damage: Financial Consequences & Investment Strategies
Season 19 Episode 12
How times have changed. It wasn’t many months ago that the entire financial world was singing the praises of inflation. The greatest fear among Wall …
3 years, 6 months ago
Bonds: New Investment Opportunities
Season 19 Episode 11
The bond world changed dramatically in 2022. From several years of historically low to negative interest rates, as far as the eye could see, the hor…
3 years, 7 months ago
Inflation Is Now Key to Investing
Season 19 Episode 10
Global bond manager Jack McIntyre says central banks around the world are determined to stamp out inflation. Their success will determine the directi…
3 years, 7 months ago
55% Chance of Market Downturn: Implications & Strategy
Season 19 Episode 8
We are joined by ClearBridge’s Investment Strategist Jeff Schulze. He will explain why he now believes that there is a 55% chance of a downturn, why …
3 years, 7 months ago
The Fed Policy, Recession Prospects & The Markets
Season 19 Episode 7
A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor Paul McCulley. McCulley is an adjunct professor at Georgeto…
3 years, 8 months ago
Concentrated Portfolio: Challenging the Market
Season 19 Episode 6
Global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companies…
3 years, 8 months ago