Wealthtrack Episodes

Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s “stocks for the long term” mantra. He explains why he is completely out of stocks in his personal portfolio—and why you should consider doing the same.

“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.

Bridgeway Small-Cap Value Fund’s John Montgomery has delivered positive, benchmark-beating returns over the fund’s twenty-plus-year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy.

Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it’s ever been and advises looking overseas for superior values.

As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shares her views on current market conditions and advice for investors.

Global financial thought leader John Lipsky explains how new US tariff policies are upending world trade and affecting the global financial system, economy and growth.