Season 09

ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS

June 22, 2013

Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds.
In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. Continue Reading »

STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?

June 14, 2013

Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. Continue Reading »

PERSPECTIVES FROM A “NEXT GENERATION” FINANCIAL THOUGHT LEADER

June 7, 2013

Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, whom Consuelo has identified as a next generation Financial Thought Leader. She is also sharing three recent “Viewpoints” Asset Allocation & Investment Strategy reports with us. Continue Reading »

ROBERT SHILLER: REVISITING A CONVERSATION WITH A MARKET BUBBLES EXPERT

June 7, 2013
Public television is still in the midst of pledge weeks and regular programming will be pre-empted in some markets. On this week’s broadcast we are revisiting one of our most popular programs of 2013 so far- a conversation with Financial Thought Leader and renowned Yale economist Robert Shiller. You can watch it again here.

Shiller, the creator of the CAPE ratio and S&P 500/ Case-Shiller Home Prices indices, predicted the bursting of the tech and housing bubbles, and now thinks the bond market is a dangerous place to be. You’ll want to listen again to Shiller’s assessment, as well as which market sectors he thinks have the most value.

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DAVID DARST: THE CYCLICAL AND SECULAR OUTLOOK FOR GOLD

May 31, 2013

For public television’s pledge week, WEALTHTRACK is revisiting the more personal side of our portfolios, charitable giving, and analyzing one of the biggest changes in philanthropy.  You can see that episode again here. We’ve also added archive episodes that look back at the topic.
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