WEALTHTRACK

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.

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

“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

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

Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us. WEALTHTRACK episode 2232, broadcast on 2/6/26

Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.    WEALTHTRACK episode 2231, broadcast on 01/30/2026

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 the cut, but Amazon and Microsoft do not? WEALTHTRACK episode 2230, broadcast 1/23/25

Social Security, the Louisiana Purchase, and the National Institutes of Health are just a few of the major investments that define America. Financial thought leader Charles Ellis discusses his soon-to-be-published book, “Great American Investments.” WEALTHTRACK episode 2228, broadcast on 01/09/2025

Parting advice from cherished personal finance columnist Jonathan Clements. The final actions he took battling terminal cancer. WEALTHTRACK episode 2227, broadcast on 01/02/26

Influential strategist Ed Yardeni’s “Roaring 2020s” theme, which we discussed in our recent interview with him, has worked for six years. This week, he identifies the megatrends that will continue to drive the economy and markets higher. WEALTHTRACK episode 2225, broadcast on Dec. 19, 2025

In 2020, influential strategist Ed Yardeni predicted the economy & markets were entering a “Roaring 2020s” decade. So far, he’s proven the naysayers wrong. He explains why the economy should continue to expand and the markets to advance in 2026 and beyond. WEALTHTRACK episode 2224, broadcast Dec. 12, 2025

Why has Crypto suddenly gone mainstream, with Harvard, numerous pensionfunds, and major investors like Ray Dalio and Stan Druckenmiller on board? Crypto ETF pioneer Matt Hougan has the latest and offers advice for navigating this explosive market. WEALTHTRACK episode 2221, broadcast on 11-21-2025

In a rare interview, legendary investor François Rochon takes us through his process of finding a select group of high-quality companies with sustainable competitive advantages to hold for the long term. WEALTHTRACK episode 2220, broadcast on 11/14/2025

Jane Buchan, an alternative investments expert and investor, now chairs the industry’s standards board. She explains the different types of alternative investments, how they work, and what they can and cannot do in individual retirement accounts. WEALTHTRACK episode 2219, broadcast on 11-7-25

David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The Motley Fool co-founder shares his six traits of market-beating rule breaker stocks.   

The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most. WEALTHTRACK episode 2218, broadcast on 10-24-2025

After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and poor quality securities. Veteran muni manager Robert DiMella explains why investors can benefit.  WEALTHTRACK episode 2216, broadcast on 10/17/25

While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets. WEALTHTRACK episode 2214, broadcast on Oct. 3, 2025