U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated

Why do investors underperform the very funds they invest in? Great Investor, Joel Greenblatt solved the problem. His Gotham Index Plus Fund has beaten the market since its 2015 inception without spooking investors. Originally broadcast on April 05, 2019

Great Investor Gerry O’Reilly ran Vanguard’s Total Stock Market Index Fund for 32 years until his untimely death in June. In an earlier interview he explained what it takes to ensure the 4.000 stock portfolio matches its index every single day. 

Superstar investor David Giroux explains his evolution as an investor, how he is adapting to new market conditions, and the most important thing he has to do to generate exceptional returns at the T. Rowe Price Capital Appreciation Fund.WEALTHTRACK episode 2252, broadcast June 26, 2026

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, 2026

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.

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.

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.

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.

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.

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.