Podcast Episodes

ESG Investing: “The Race of Our Lives”

Season 18 Episode 2

Part 2 of 2

When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of yo…

5 years, 3 months ago

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The Bull Market: A Bubble of “Epic Proportions”

Season 18 Episode 1

Part 1 od 2

We are celebrating the launch of WEALTHTRACK’s 18th season on public television this week! We feel so fortunate to serve you.

When WEALTH…

5 years, 3 months ago

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Investing in a Speculative Market: Thoughts From “The Intelligent Investor”

Season 17 Episode 52

For financial historians and serious market observers, the current era has all the signs of a developing market bubble. 

Money is abundant, a wide ra…

5 years, 3 months ago

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Economic Recovery: Massive Problems Ahead [2021]

Season 17 Episode 51

How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on…

5 years, 4 months ago

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Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong

Season 17 Episode 50

The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent foreca…

5 years, 4 months ago

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New Opportunities and Challenges for Bond Investors

Season 17 Episode 47

Times they are a-changin'… 

With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening a…

5 years, 5 months ago

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Equity-Like Returns With Less Than Stock Market Risk

Season 17 Episode 46

“Jack be nimble Jack be quick” isn't a concept one usually associates with long-term value investors but sometimes extraordinary times call for excep…

5 years, 5 months ago

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An Embarrassment of Riches in the High Growth Stock Universe

Season 17 Episode 45

There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a coupl…

5 years, 5 months ago

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Quality Growth Companies Pay Off

Season 17 Episode 44

The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding.

…

5 years, 5 months ago

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Cryptocurrencies Are Suddenly Going Mainstream

Season 17 Episode 43

Beware the headline makers! According to Wall Street lore when a financial asset hits the front pages it can signal a turning point, either a recover…

5 years, 6 months ago

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