More often than not, WEALTHTRACK guests march to the beat of a different drum. Wintergreen Fund’s David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett!
Season 10
ED PERKS: A GREAT INCOME INVESTOR
A reliable and decent source of income is hard to find but this week’s guest runs the venerable Franklin Income Fund, which has paid a monthly dividend since 1948. Perks, whose fund can invest in stocks, bonds, and other income producing investments, will tell us where he is finding the best income now.
ROBERT SHILLER: NOBEL PRIZE WINNING ECONOMIST
Robert Shiller, recent winner of the Nobel Prize in Economic Sciences, a Yale professor and the co-creator of the Case-Shiller Home Price Indices discusses the importance of psychology in the markets and what it’s telling him now.
BEWARE THE SIGNS OF IRRATIONAL EXUBERANCE…
Beware The Signs Of Irrational Exuberance And Market Bubbles Wherever They Occur The signs are always the same: irrational exuberance driving prices far above the underlying fundamentals.
AMODEO & DIMELLA: INVESTING IN MUNI BONDS
On this week’s WEALTHTRACK, the rising appeal of muni bonds. Despite some negative headlines, top fund managers Robert Amodeo of Western Asset Management and Robert DiMella of MacKay Municipal Managers say there are opportunities to be had in munis.
TERESA KONG & PETER MARBER: OPPORTUNITIES IN EMERGING MARKETS
A discussion on the opportunities that still exist in emerging markets. Investors are fleeing them but this week’s guests, Teresa Kong of Matthews Asia and Peter Marber of Loomis, Sayles & Company says not all emerging markets are the same.