Podcast Episodes
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Choosing a Discipline & Sticking to It Overcomes the Market Noise
Season 22 Episode 45
Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate …
5 months, 1 week ago
Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia
Season 22 Episode 44
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 market…
5 months, 2 weeks ago
U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated
Season 22 Episode 43
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…
5 months, 3 weeks ago
Managing Uncertainty With Resilient, Dominant Companies Plus Gold
Season 22 Episode 42
Matt McLennan’s strategy of owning resilient, dominant & undervalued companies, plus gold, has delivered superior risk-adjusted returns since he took…
6 months ago
Protection In Turbulent Markets
Season 22 Episode 41
Where can you get a 9% raise every year? Clearbridge Investments’ Michael Clarfeld shares his dividend strategy approach for finding high-quality, ha…
6 months ago
RETHINKING INVESTING
Season 21 Episode 33
“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together i…
8 months ago
The American Financial Revolution That Created the World’s Richest Nation
Season 22 Episode 33
As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s abilit…
8 months ago
Streamlined Portfolios & Financial Plans That Work for Christine Benz
Season 22 Episode 32
Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good…
8 months, 1 week ago
Must-Do 2026 Financial List with Morningstar’s Christine Benz
Season 22 Episode 31
Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adju…
8 months, 2 weeks ago
Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix
Season 22 Episode 30
Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make th…
8 months, 3 weeks ago