Small-Cap Stocks with Short-Term Problems: The Secret to Beating the Market

WEALTHTRACK episode 2044 broadcast on May 04, 2024 More info: https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-longer-is-not-a-retirement-solution/ Bookshelf : Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy https://amzn.to/44nREYI Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans https://amzn.to/3wgSIBe --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue. WEALTHTRACK episode 2040 broadcast on March 30, 2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values. WEALTHTRACK #2039 broadcast on March, 22, 2024March --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2038 broadcast on March 15, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Part 1 of 2: Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2037 broadcast on March 8, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Part 2 of 2 How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz. WEALTHTRACK episode 2033 was originally broadcast on February 09,2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy. WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024 More Info: https://wealthtrack.com/the-huge-impact-of-higher-yields-on-retirement-planning-with-personal-finance-guru-christine-benz/ Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them. WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support