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YARDENI: SIGN OF THE TIMES

May 4, 2018

One of the perks of reading the weekly research of influential strategist and economist Ed Yardeni is his weekly movie reviews. What started as an incidental add-on has become an eagerly anticipated feature.

Watch the related WEALTHTRACK episode.

HATHAWAY: GOLD WILDERNESS

April 27, 2018

John Hathaway has been managing the Tocqueville Gold fund since its inception in 1998. With gold out of favor for much of the last decade it’s been a lonely ride.

Watch the related WEALTHTRACK episode.

SWAN: ACCEPTING RISK

April 27, 2018

Two decades ago Randy Swan left his suits and career security at a major accounting firm to start up Swan Global Investments, taking on career risk to help investors better manage market risk.

Watch the related WEALTHTRACK episode.

GREENBLATT: INVESTING IN AMERICA

April 20, 2018

Gotham Funds’ Joel Greenblatt is not only a noted value investor, he is also the author of some bestselling investment books, an adjunct professor at Columbia Business School and a major supporter of the not-for-profit Success Academy, a very successful and expanding group of charter schools serving low-income children in New York City. His next big project? Encouraging job creation in the U.S.

Watch the related WEALTHTRACK episode.

HOUGAN: TRANSFORMATIONAL POTENTIAL

April 13, 2018

Fifteen years ago Matt Hougan recognized the transformative nature of Exchange Traded Funds (ETFs) and became an expert in the field. Looking for a new career challenge, he recently completed a search for an equally disruptive financial innovation with the potential for creating a better deal for individual investors. He describes his process of elimination.

Watch the related WEALTHTRACK episode.

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