Financial thought leader James Grant warns about the dangers facing the highly leveraged private equity and private credit markets from higher interest rates and inflation. Of particular concern are large positions in insurance company portfolios. WEALTHTRACK episode 2251 broadcast on June 19, 20206
Jun 19
25 min
Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine investment winners and losers for years to come.
May 22
26 min
In the most bifurcated market of his career, superstar investor David Giroux is finding plenty of exciting long-term opportunities for his award-winning T. Rowe Price Capital Appreciation Fund.
May 15
26 min
Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.
May 8
26 min
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 markets. Why he believes the time is right to pivot to Asia.
May 1
26 min
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-winning strategist Richard Bernstein explains why the winning streak should continue.
Apr 24
26 min
Matt McLennan’s strategy of owning resilient, dominant & undervalued companies, plus gold, has delivered superior risk-adjusted returns since he took over the First Eagle Global Fund in 2008. He describes market risks and how he is managing them.
Apr 17
26 min
Where can you get a 9% raise every year? Clearbridge Investments’ Michael Clarfeld shares his dividend strategy approach for finding high-quality, hard asset/low obsolescence (HALO) companies with consistent dividend growth averaging 9% a year. Published on April 10, 2026
Apr 14
30 min
“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.WEALTHTRACK Episode 2133 broadcast on February 14, 2025
Feb 14
25 min
As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s ability to become the richest and most powerful nation in history. WEALTHTRACK episode 2233, broadcast on 2/13/2026
Feb 13
25 min
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