Season 12

ZWEIG: DEMYSTIFYING WALL STREET

November 20, 2015

Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, “The Intelligent Investor” columnist at The Wall Street Journal and author. His latest book, The Devil’s Financial Dictionary provides an entertaining, informative and insightful look into Wall Street’s true nature. Continue Reading »

BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE

November 13, 2015

Two top-ranked global value investors, both admirers of Warren Buffett, will join us this week on WEALTHTRACK. Both invest in quality companies selling below their intrinsic value and in doing so   frequently buy companies that are out of favor. Ariel International Fund’s Rupal Bhansali and BBH Core Select fund’s Timothy Hartch share their contrarian strategies and ideas. Continue Reading »

MCMAHON: BUILDING INCOME

November 6, 2015

Finding investment income is not getting any easier.  The Federal Reserve’s most recent decision to keep short term interest rates at record lows means there is no relief yet.  Many professional and individual investors have turned their attention to dividend paying stocks for current income and future growth. This week’s guest is among them, but with a twist. He is looking overseas, where dividend yields are generally higher and dividend paying cultures are stronger. Thornburg Investment Management’s Chief Investment Officer and Portfolio Manager Brian McMahon discusses how he finds growing sources of income around the world in his Thornburg Investment Income Builder Fund. Continue Reading »

MCLENNAN: CRISIS INVESTING

October 30, 2015

First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle, including the flagship First Eagle Global fund, which is in the top decile of its world allocation category and is known for its superior risk-adjusted returns. He’ll explain how he is building an all-weather portfolio to withstand future market storms. Continue Reading »

HARTNETT: TRANSFORMING WORLD THEMES

October 23, 2015

Interest rates are at 5,000 year lows. We are in the midst of the longest deflationary expansion on record and by 2050, for the first time in human history, the world’s senior population will outnumber children. These are just a few of the transformational trends recently identified by Financial Thought Leader Michael Hartnett and his team at Bank of America Merrill Lynch Global Research. In an exclusive interview Hartnett explains what they mean for the global economy and investors. Continue Reading »

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