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GRANTHAM: INDEX PIONEER

July 9, 2021

Legendary value investor Jeremy Grantham discusses his early, pioneering adoption of index investing and its advantages and disadvantages.

Watch the related WEALTHTRACK episode.

KESSLER: IRREVOCABLY CHANGED

June 18, 2021

How has the pandemic changed Robert Kessler’s personal and professional life? His answer is quite different from the responses we have gotten from other WEALTHTRACK guests.  

Watch the related WEALTHTRACK episode.

ROSENBERG: PERSEVERANCE UNDER PRESSURE

June 11, 2021

Influential economist and strategist Dave Rosenberg has had several times in his career, most notably at the height of the tech bubble in 2000 and another leading up to the global financial crisis in 2007, when he was so out of consensus by being bearish that his colleagues and clients pressured him to change his forecasts. 

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STANEK – OPEN FOR BUSINESS

May 21, 2021

Mary Ellen Stanek and her team took an unusual route during COVID. They kept their offices open for business. She explains why they made that choice and how it worked out.

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ROMICK – PANDEMIC IMPACT

May 14, 2021

Steven Romick and the FPA Crescent team were convinced early on that life would return to normal after COVID; they just didn’t know when. Romick describes how they coped and what’s changed.

Watch the related WEALTHTRACK episode.

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