RECENT PROGRAMS

A WIDELY FOLLOWED INVESTMENT STRATEGIST’S INDICATORS NOW SIGNALING HEIGHTENED RECESSION RISK

August 20, 2022

In this WEALTHTRACK podcast we are joined by ClearBridge’s Investment Strategist Jeff Schulze, the architect of the firm’s widely followed Anatomy of a Recession (AOR) program, which publishes a monthly Recession Risk Dashboard, a 12-indicator scorecard of the economy, each color-coded according to their status, green for expansion, yellow for caution and red for recession. The Dashboard has recently turned a cautionary yellow from expansionary green, signaling a heightened probability of recession. Schulze will explain why he now believes that there is a 55% chance of a downturn, why a recession is not inevitable but what conditions could push it one way or the other. He will also discuss market implications and strategy.  

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INFLUENTIAL ECONOMIST AND FED WATCHER PAUL MCCULLEY ON FED POLICY, RECESSION PROSPECTS AND THE MARKETS

August 14, 2022

A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor Paul McCulley. McCulley is an adjunct professor at Georgetown Business School and a very much in-demand speaker in financial circles because of his deep understanding of Fed policy, honed at bond giant PIMCO, where for many years he was Senior Partner, author of the influential Global Central Bank Focus and manager of its huge short-term trading desk. In this week’s podcast, McCulley shares his thoughts on where we are in the Fed’s tightening cycle, economy, and markets.

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HOW A CONCENTRATED PORTFOLIO OF GLOBAL BRAND NAME COMPANIES IS FARING IN THIS CHALLENGING MARKET

August 5, 2022

Part 1 of 2

Global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companies are up to the challenge.

Part 2, a discussion on the influence of Warren Buffet, can be found here.

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MAKING MONEY BY LOSING LESS IN THIS BEAR MARKET WITH LEGENDARY VALUE MANAGER CHARLIE DREIFUS

July 29, 2022

Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It’s even more important now as he expects more economic and market pain ahead.

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THIS NEW ERA CALLS FOR A COMPLETE FINANCIAL REASSESSMENT SAYS AWARD-WINNING ADVISOR MARK CORTAZZO

July 22, 2022

Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even lifestyles?

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