Guests

PRESCIENT ECONOMIST DAVID ROSENBERG WARNS OF MOUNTING RECESSION SIGNS

November 29, 2019
Social Security has been one of the most popular topics on WEALTHTRACK over the years. During public television’s fall fundraising drive we are revisiting our interview with Social Security guru, Mary Beth Franklin who will tell us about an expiring benefit for those born by January 1, 1954, and for younger viewers why tracking your social security account early can pay off. You can watch the episode again here.
NEW THIS WEEK…
Influential economist David Rosenberg lays out a persuasive case for the end of the record-breaking economic recovery in part one of a two-part WEALTHTRACK podcast. Listen to Part 2 here.
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TRENNERT – GREAT ECONOMIC HERO

November 15, 2019

GREAT ECONOMIC HERO

Jason Trennert, a student of Wall Street, Main Street, and Washington has seen it all from his perch as an influential investment strategist and head of a leading macro research firm. Always on the look-out for inspiring leaders, he has one to share with us.

Keeping At It: The Quest for Sound Money and Good Government

Watch the related WEALTHTRACK episode.

RECESSION & BEAR MARKET RISKS WITH FINANCIAL THOUGHT LEADER JASON TRENNERT

November 15, 2019

As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means.
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EXTRAORDINARY COMPOUNDING COMPANIES

November 8, 2019

We are always on the lookout for the exceptional on WEALTHTRACK. It’s not easy to find among actively managed mutual fund managers. Only 23% of actively managed funds in all major categories, including stocks, bonds, and real estate outperformed their passive index fund rivals over the last ten years. And only about 8% of U.S. large-cap funds outperformed passive, the smallest margin among all active fund categories winners. No wonder that active U.S. stock funds are experiencing substantial outflows and passive stock funds are gaining assets. In a historic shift, passive assets in U.S. equity funds recently surpassed those in actively managed ones for the first time ever.

This week’s guests are bucking all of those trends. They are active managers in primarily large-cap U.S. stocks. They have been beating the market and peers by substantial margins over the last decade and they are attracting more assets.
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POLITICAL & ECONOMIC PRESSURES ON OIL & GAS STOCKS. INDUSTRY VETERAN TOM PETRIE’S REALITY CHECK

October 25, 2019

If you were to follow legendary investor Sir John Templeton’s advice to buy where there is maximum pessimism it might lead you to energy stocks. The energy sector has lagged the S&P 500 since 2016 and has been one of the worst if not the worst-performing industry sectors over the last year.
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