Guests

WHERE’S THE RECESSION? LEADING ECONOMIST NANCY LAZAR ON THE LEGACY LIQUIDITY STILL FUELING THE ECONOMY

March 17, 2023

In this episode of WEALTHTRACK, leading Wall Street economist Nancy Lazar discusses the resilience of the U.S. economy, despite several canaries in the coal mine examples of financial strain. Lazar shares her insights on why the economy is holding up better than expected and what we can expect moving forward, including the impact of the Federal Reserve’s efforts to slow down the recovery. Lazar, a highly-ranked economist since 2001 and has been on Barron’s 100 Most Influential Women in U.S. Finance for the past three years, offers valuable insights for investors and anyone interested in the state of the economy.

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FIFTY YEARS IN, “A RANDOM WALK DOWN WALL STREET’S” INVESTMENT ADVICE HAS STOOD THE TEST OF TIME

February 10, 2023

Investing can be simple and accessible to the average person, says financial thought leader and economist Burton Malkiel. Malkiel, author of the investment classic “A Random Walk Down Wall Street,” has 50 years of research to back up his claim. In his latest edition of the book, Malkiel emphasizes that investors would be better off buying and holding a broad-based index fund rather than attempting to buy and sell individual securities or actively managed mutual funds.

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WORLD CLASS INTERNATIONAL COMPANIES SELLING AT SUBSTANTIAL DISCOUNTS TO THEIR US PEERS

February 3, 2023

Part 2 of 2

Matthew McLennan will assess the investment climate in international markets and tell us where he is finding world-class companies selling at substantial discounts to their U.S. peers. 

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LEADING GLOBAL VALUE MANAGER MATT MCLENNAN ON COMPANIES THAT THRIVE DESPITE US INVESTMENT RISKS

January 27, 2023

Part 1 of 2

The Federal Reserve is currently facing a debate on Wall Street about how much longer it will continue to fight against inflation. The Fed’s goal is to bring the inflation rate down to a long-term average of around 2%. Some investors believe that the Fed will continue to stay the course and keep fighting inflation, while others are tracking the slowdown in inflation indicators and believe that the Fed may cut rates in the second half of the year.

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BUILDING A FINANCIAL PLAN TO MATCH YOUR UNIQUE NEEDS WITH INVESTMENT LEGEND CHARLES ELLIS

January 13, 2023

Part 2 of 2

Charles Ellis, also known as “Charley,” is a highly influential thinker in the investing world. He has been a frequent guest on WEALTHTRACK for 17 years and is considered “Wall Street’s Wisest Man” by Money magazine. He has authored 20 books, with the most famous being “Winning the Loser’s Game,” which is now in its 8th edition. In 2022, he published “Figuring it Out: Sixty Years of Answering Investors’ Most Important Questions,” a collection of his most thoughtful and thought-provoking articles and essays.

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