The massive market reset! Award-winning financial advisor Mark Cortazzo on what this new era of higher interest rates means for your portfolio.
Guests
VETERAN MUNICIPAL BOND MANAGER ROBERT DIMELLA ON THE OPPORTUNITIES IN THE MUNI MARKET AFTER 2022’S BIG SELL-OFF
Muni manager Robert DiMella assesses the state of the municipal bond market after last year’s big sell-off. What are the opportunities and risks in the tax free market now?
GREAT VALUE INVESTOR STEVEN ROMICK DESCRIBES FPA CRESCENT FUND’S CURRENT POSITIONING
Part 1 of 2: In a rare interview, FPA Crescent Fund’s founding portfolio manager, Steven Romick puts the fund’s current positioning into perspective as it celebrates its 30th anniversary.
INVESTING IN AI WITH GOLD RATED BARON OPPORTUNITY FUND’S MICHAEL LIPPERT
Bill Gates calls artificial intelligence a revolutionary technology. High-growth stock manager, Michael Lippert shares how he is investing in it.
CHUCK ROYCE SHARES 50 YEARS OF INVESTMENT WISDOM ON HIS SMALL-CAP OUTPERFORMANCE
In a WEALTHTRACK exclusive, Chuck Royce discusses why his flagship, Pennsylvania Mutual Fund, has outperformed its benchmark for over half a century and why small-caps are laying the foundation for an extended cycle of above-average returns.
JEREMY GRANTHAM’S VIEWS ON CLIMATE CHANGE, BURSTING MARKET BUBBLES AND ARTIFICIAL INTELLIGENCE
A rare interview with Jeremy Grantham, known for his ability to spot market turns and trends and his outspoken advocacy of climate change investments.