An exclusive get-together with two outstanding value investors! Wally Weitz, whose flagship Weitz Partners Value Fund is celebrating its thirty year anniversary, and Tom Russo, with his market-beating Semper Vic Partners Fund, will discuss the different places each is finding value and why Warren Buffet is their investment hero.
RECENT PROGRAMS
BRIAN ROGERS – NOTHING IS CHEAP
“What if nothing is cheap” in today’s market? In a rare interview, Brian Rogers, longtime portfolio of the T. Rowe Price Equity Income Fund, a Morningstar favorite, tells us why he’s worried about risks and “pockets of craziness” in the market and where he is finding value in an expensive world.
JAMES GRANT & RICHARD SYLLA: THE GREAT FED DEBATE!
Is the 100th anniversary of the creation of the Federal Reserve a cause for celebration or condemnation? Has the Fed, as Ben Bernanke said, “come full circle back to the original goal of preventing financial panics? Two financial historians, James Grant and Richard Sylla, debate the benefits and dangers of the Fed and explore its history with us.
CORTAZZO & LEBENTHAL – MINIMIZING TAX PAIN
Nothing is certain but death and taxes and what is certain this year is that taxes have gone up. Increases in the social security tax rate, Federal laws such as the Affordable Care Act and the American Taxpayer Relief Act of 2012, and stock market gains mean many Americans are facing much higher tax bills. Financial advisors Alexandra Lebenthal and Mark Cortazzo will help us minimize the pain.
CATCHING LIGHTNING IN A BOTTLE – AN INTERVIEW WITH WIN SMITH
Why does a book about the creation, rise and fall of Merrill Lynch matter today? Because the rise of the world’s once largest brokerage firm is emblematic of Wall Street’s great success and critical role in the growth and prosperity of this country and the firm’s failure, of the misguided priorities permeating Wall Street today.
MORE FROM BENZ AND KINNEL
[box style=”info”]On public television, WEALTHTRACK is revisiting our episode on Actively Managed Funds vs. Passive Index Funds. You can watch it here.
This week on WEALTHTRACK.com we are offering a special extended interview with Christine Benz and Russel Kinnel, both from Morningstar.