RECENT PROGRAMS

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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IS CORPORATE AMERICA’S FOCUS ON PROFITS THE PROBLEM WITH CAPITALISM? TWO ENTREPRENEURS RESPOND

November 22, 2019

Do corporations need a new purpose? Does the free enterprise capitalist system need a major overhaul or a tune-up?

We have two guests with strong views on the topic. Ken Langone is Founder, Chairman, and CEO of Invented Associates. He is Co-Founder of the Home Depot where he was Lead Director and a member of the executive committee of its board from its founding in 1978 until 2008. He is a noted philanthropist and the author of I Love Capitalism!: An American Story.

He is joined By David Gardner, the Co-Founder, and Co-Chairman of The Motley Fool, a global online investing service launched with his brother Tom in 1993. Motley Fool’s purpose is to make the world smarter, happier and richer by helping individuals become better investors.

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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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BONDS WITH SOCIAL IMPACT WITH FIVE-STAR FUND MANAGER STEPHEN LIBERATORE

November 1, 2019

Socially responsible investing has taken off and interest in it is accelerating. As we’ve reported before on WEALTHTRACK, U.S assets invested in companies screened for ESG, or their environmental, social and governance policies grew 38% from 2016-2018 by more than $3 trillion to $12 trillion dollars. According to U.S. SIF, or the Forum for Sustainable and Responsible Investment, which tracks these funds, that $12 trillion represents 26%, or one in four dollars of the $46.6 trillion of U.S. assets under professional management.
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