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WEALTHTRACK

Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term

business investing

All Episodes

00:26:13

Investment Risks Warranting Protective Strategies

WEALTHTRACK ·

2021/07/23

Part 2 of 2 What does history have to teach us about the current geopolitical, economic, and investment environment? A great deal according to renowned historian Niall Ferguson. His thesis is that applying the lessons of history to contemporary events can result in better investment outcomes. One of the biggest, most consequential debates among economists, investors, and policymakers is over inflation. Is the recent global surge in prices a temporary blip from economies reopening from pandemic

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00:25:57

Inflation: Understand the History

WEALTHTRACK ·

2021/07/17

If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into the economy. It has been used in relation to the pandemic lockdowns and reopenings, and the record-breaking runs in stock, bonds, real estate, and commodity markets. Is there no historical precedent for these events? Who better to ask than this week’s WEALTHTRACK guest, Niall Ferguson? Ferguson has

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00:25:07

ESG Investing: “The Race of Our Lives”

WEALTHTRACK ·

2021/07/10

Part 2 of 2 When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of your ability”, and to “say what you think you should say to everybody”. He is following through on both commitments. He is saying what he thinks he should say to everybody including us, to our benefit! In the first of our two-part interview last week, Grantham warned we are in a bubble of “epic proportions” in the U.S. stock markets, bond market, and

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00:26:14

The Bull Market: A Bubble of “Epic Proportions”

WEALTHTRACK ·

2021/07/03

Part 1 od 2 We are celebrating the launch of WEALTHTRACK’s 18th season on public television this week! We feel so fortunate to serve you. When WEALTHTRACK launched in July of 2005 our mission was to help our audience and ourselves build financial security to last a lifetime through disciplined, long-term, diversified investing. We vowed to seek out the best minds in the financial business to guide us. This week’s guest is unquestionably one of them. We’ll be joined by legendary value investor Jeremy

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00:26:07

Investing in a Speculative Market: Thoughts From “The...

WEALTHTRACK ·

2021/06/26

For financial historians and serious market observers, the current era has all the signs of a developing market bubble. Money is abundant, a wide range of financial assets have risen to record or near-record levels, and enormous amounts of money are flowing into stocks. Private equity funds are flourishing and bonds continue to attract huge sums. Demand for residential real estate is soaring as are home prices. And despite recent dramatic declines, innovative products such as digital currencies

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00:26:03

Economic Recovery: Massive Problems Ahead [2021]

WEALTHTRACK ·

2021/06/18

How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now. This week’s WEALTHTRACK guest is looking beyond the current rebound and focusing on what he sees as massive problems which will act as drags on recovery. Robert Kessler, Founder, and CEO of Kessler Investment Advisors, a manager of fixed-income portfolios with a specialty in U.S. treasuries. Even before COVID, Kessler has been

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00:26:06

Inflation Is Temporary: Bullishness on the Economy &...

WEALTHTRACK ·

2021/06/11

The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forecasts are for 10% GDP growth in the second quarter, 7.5% in the 3rd, and 5% in the fourth. As for inflation expectations, they are up. Again the consensus is that the combination of a rapidly rebounding economy, supply shortages, and tight labor market will lead to a sustained rise in prices. The most prominent skeptic on that front is Federal Reserve

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00:26:14

New Opportunities and Challenges for Bond Investors

WEALTHTRACK ·

2021/05/22

Times they are a-changin'… With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. All of these developments are creating new opportunities and challenges for bond investors. Bond prices fall when interest rates rise and vice versa. After a 40-year bull market in bonds, with interest rates declining to record lows, has the bottom finally been reached after many false starts? How real is this uptick in rates

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00:25:53

Equity-Like Returns With Less Than Stock Market Risk

WEALTHTRACK ·

2021/05/15

“Jack be nimble Jack be quick” isn't a concept one usually associates with long-term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest. Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is one of the many reasons we are delighted to have him with us this week. For those of you not familiar with him, he is Co-Portfolio Manager of the FPA

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00:26:01

An Embarrassment of Riches in the High Growth Stock...

WEALTHTRACK ·

2021/05/08

There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers, or both for several years. It's called reversion to the mean. With few exceptions, this week’s guest has been in the winning streak category for a while. He is Michael Lippert, Head of Technology Research at Baron Capital and portfolio manager of the firm’s

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00:26:03

Quality Growth Companies Pay Off

WEALTHTRACK ·

2021/05/01

The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding. The markets’ response has been swift and dramatic particularly in the U.S. So what do you do if you are running a highly concentrated, large-cap growth fund? That is the challenge facing this week’s guest. Damon Ficklin is head of the Large Company Growth team at Polen Capital. In his first appearance on WEALTHTRACK I will begin with the basics. I will

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00:26:00

Cryptocurrencies Are Suddenly Going Mainstream

WEALTHTRACK ·

2021/04/24

Beware the headline makers! According to Wall Street lore when a financial asset hits the front pages it can signal a turning point, either a recovery if negative, or a fall if positive. What’s making headlines today? Bitcoin and other cryptocurrency-related investments, including dogecoin, a meme-inspired cryptocurrency created as a joke in 2013. “This is absurd,” said Billy Markus, the co-creator of dogecoin. “I haven’t seen anything like it. It’s one of those things that once it starts going up,

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00:26:12

Successful Investing: Time Tested Strategies

WEALTHTRACK ·

2021/04/10

Have you noticed how rampant speculation is? Random investors seem to be making money hand over fist in numerous assets: disruptive companies like Tesla, whose stock has soared 600% in the last 12 months. Old economy stocks like video retailer GameStop up nearly 6,000% propelled by traders on commission-free trading platforms like Robinhood. These are not isolated events. The zeitgeist is becoming very bullish. Do you feel like you are missing out? Has the world moved on? No, it has not according to

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00:25:47

Protecting Portfolios While Participating in the Bull...

WEALTHTRACK ·

2021/04/03

We have been living through an extraordinary period. It was a year ago that COVID was recognized as a global pandemic and since then over 100 million people have been stricken and more than 2 million have died. Economies were locked down causing severe recessions. Central banks and governments responded with unprecedented amounts of monetary and fiscal stimulus. A worldwide effort by pharmaceutical companies to develop effective vaccines did so in record time. Millions are now in the process of

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00:26:14

Financial Thought Leader Paul McCulley Says Both...

WEALTHTRACK ·

2021/03/26

When a fringe economic theory goes mainstream and is actually implemented by policymakers you better pay attention. The once-fringe theory in question is called Modern Monetary Theory, or MMT for short. The assumption behind MMT is that massive government spending helps the economy grow to its full potential, including full employment, and also finance major programs like universal healthcare, free college tuition, and green energy initiatives. Sound familiar? What about the burgeoning federal

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00:26:04

Cyclical & Value Stocks Shift is Durable

WEALTHTRACK ·

2021/03/20

It doesn’t take a rocket scientist to figure out that 2021 is a year of significant political and macroeconomic change. Meanwhile, the rollout of COVID vaccines is starting to unleash a year’s worth of pent-up consumer and business demand. That demand is also putting upward pressure on prices and inflation expectations. Those pressures are showing up in the bond market where yields on long-term bonds, the most sensitive to rising inflation expectations are rising. The price of 30-year Treasurys has

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00:27:23

ETFs Will Surpass Mutual Funds as the Industry Standard

WEALTHTRACK ·

2021/03/11

Part 2 of 2 John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows. WEALTHTRACK #1737 published on March 11, 2021 More info: https://wealthtrack.com/morningstars-john-rekenthaler-explains-why-etfs-will-surpass-mutual-funds-as-the-industry-standard/ --- Support this podcast:

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00:13:35

Online Investor: Social Media Effect from Robinhood...

WEALTHTRACK ·

2021/03/06

John Rekenthaler, Vice President of Research at Morningstar and author of the twice-weekly “Rekenthaler Report” analyzes the influence of the online investment communities that have driven GameStop’s meteoric rise and stunning declines. Rekenthaler says their influence is here to stay, at least until regulators get involved. WEALTHTRACK #1736 published on March 05, 2021 More info:

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00:26:54

Financial Bubbles of Historic Proportions

WEALTHTRACK ·

2021/02/26

The balance sheet of the Federal Reserve continues to surge at an unprecedented rate, up 83% y/y to a historic level, $7.59 trillion at the latest count. According to our WEALTHTRACK podcast guest, financial historian, and long-time market observer James Grant, interest rates, the “central pricing mechanism for financial markets” have been pushed to artificially low levels by the Fed’s policies which have created numerous market bubbles. He cites Bitcoin as one of the most extreme

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00:26:20

Which Investments Are Poised To Do Well In 2021?

WEALTHTRACK ·

2021/02/20

Part 2 of 2 Old fashioned asset allocation used to be a fairly simple exercise: 60% individual stocks, usually U.S. large-caps and 40% bonds, mostly investment-grade corporates, some Treasury securities for liquidity, and a smattering of municipal bonds for higher tax bracket individuals. Today it's a whole different ball game, juggling multiple global asset classes, using complex computer modeling, algorithms, pricing formulas, and intensive analysis. This is the realm of Sébastien Page, head of

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