WealthTrack Portable: Recent Episodes
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This week on Consuelo Mack WealthTrack three outstanding financial world figures: Bob Doll runs three large cap funds at BlackRock; John Montgomery heads up a family of funds using computer models at Bridgeway Capital; Tom Petrie, Vice Chairman of Bank of America - Merrill Lynch, is a veteran observer of the energy sector.
This week on Consuelo Mack WealthTrack, three renowned global investors discuss the current investment opportunities in emerging markets. Batterymarch Financial's David Lazenby, five star fund manager Andrew Foster of Matthews Asia Funds, and Morningstar International Manager of the Year Award winner, Riad Younes of Artio Global Management will tell us how to allocate these expanding economies in our portfolios.
This week on Consuelo Mack WealthTrack three investment pros discuss their winning strategies. David Winters is the founder and portfolio manager of the Wintergreen Fund that invests eclectically and globally; Whitney Tilson is a value investor who runs both mutual and hedge funds; Michael Hartnett is the Chief Global Equity Strategist for Bank of America Merrill Lynch.
This week on Consuelo Mack WealthTrack, preparing yourself and your portfolio for higher inflation, rising interest rates and higher taxes. Consuelo talks with Armored Wolf's real return expert John Brynjolfsson, Loomis Sayles' bond guru, Dan Fuss and ISI Group’s Washington Analyst Tom Gallagher.
This week on Consuelo Mack WealthTrack, two unconventional thinkers help us to become better investors. Consuelo Mack talks to Nassim Taleb, author of the bestseller, "The Black Swan" about his unconventional and it turns out prescient approach to investing, and Jason Zweig, author of "Your Money and Your Brain" explains the new field of neuroeconomics and how to apply it.
This week on Consuelo Mack WealthTrack "Great Investors" summer series, Consuelo Mack delves into the secretive world of hedge funds with MIT Professor and hedge fund investor Andrew Lo. A student of investor behavior, Lo explains how human psychology plays a key role in financial crises including the most recent one.
On this week's Consuelo Mack WealthTrack, a global perspective in our "Great Investors" summer series. Veteran Asia expert and portfolio manager Mark Headley, chairman of Matthews International Capital Management, discusses the impact of the financial crisis in Asia, as well as potential opportunities in the region.
On this week's Consuelo Mack WealthTrack two legendary value investors share their different views of the bear market and their strategies in it. Consuelo Mack will be joined by the still cautious Jean-Marie Eveillard of First Eagle Funds and the very bullish, Marty Whitman of the Third Avenue Funds.
This week Consuelo Mack WealthTrack "Great Investors" summer series features the wisdom of the legendary Peter Bernstein, who died in June at age 90. Bernstein, an economist, financial consultant, and author of ten books, including Against the Gods: The Remarkable Story of Risk , appeared in several exclusive television interviews with Consuelo in 2005 and 2007. His timeless observations about investing and the importance of understanding risk are even more relevant today.
This week in Consuelo Mack WealthTrack’s "Great Investors" summer series, Consuelo travels to Los Angeles to interview First Pacific Advisors Robert Rodriguez. His 25 year track record of running both a top performing stock and bond fund has earned him the accolade "best fund manager of our time." The outspoken Rodriguez who sheltered shareholders from the credit crisis will explain why he is even more worried about the future and how he intends to invest as a result.
This week as Consuelo Mack WealthTrack launches its fifth season, it kicks of its "Great Investors" summer series in Newport Beach, California where Consuelo interviews "Bond King," Bill Gross. PIMCO's founder and Co-Chief Investment Officer, who runs the world's largest bond fund, advises governments and moves markets tells Consuelo where he is putting his own money today.
Two innovative hedge fund managers challenge conventional investment wisdom and explain why they have recently brought their hedge fund skills to the mutual fund world. MIT's Professor of Finance and portfolio manager of the ASG Global Alternatives Fund, Andrew Lo, and AQR Capital Management's Cliff Asness, portfolio manager of the recently launched AQR Diversified Arbitrage Fund discuss their investment outlook and strategies.
Two highly-regarded investment stars offer perspective and advice on the investment climate. PIMCO's multi-talented Paul McCulley's areas of expertise are the economy, bond markets and Fed Strategy. ISI Group's investment strategist Francois Trahan is ranked number one by institutional investors for his coverage of the financial system and stock markets.
meet two veteran contrarian investors with successful track records spanning a generation or more. John Rogers founded value oriented Ariel Capital Management at the tender age of 24. The first African-American owned mutual fund company is now the nation's largest black owned investment management firm. Robert Kleinschmidt has run the large-cap Tocqueville Fund since 1992. Going against the crowd has earned him and his investors market beating performance over the years and high ratings from Morningstar.
Getting your financial house in order after the market storm of a century. In a WealthTrack exclusive, Pershing Advisor Solution’s CEO Mark Tibergien discusses how to choose the best financial advisor, long time “Wall Street Journal” columnist, Jonathan Clements, now head of a personal financial guidance service of Citigroup talks about rebuilding your next egg and financial advisor Vern Hayden discusses how to repair your investment portfolio.
Two legendary value investors share their view of the market declines and their strategies in it. Consuelo Mack will be joined by the still cautious Jean-Marie Eveillard of First Eagle Funds and the bullish Third Avenue Funds' Marty Whitman.
Three top notch portfolio managers discuss their distinctly different views and management styles. Mark Headley lives and breathes investments in Asia as Chairman of the Matthews Asia Funds. Steve Leuthold relies on his quantitative models to find values at the Leuthold Funds, and Steve Romick can go short and long in his go-anywhere FPA Crescent Fund.
The Forester Value Fund was the only stock mutual fund to make money last year. Tom Forester will tell us what he is doing this year. He'll be joined by Harvard's celebrated behavioral economist David Laibson, who will discuss current market psychology, and collectibles expert Lee Dunbar, who will tell us what is worth collecting now.
Two successful money managers with divergent investment styles. Robert Kessler, who specializes in U.S. Treasury securities at his firm, Kessler Investment Advisors will discuss why Treasuries still make sense. Cliff Asness, a celebrated hedge fund manager at AQR Capital Management will critique the government's responses to the financial crisis and how individuals can apply some hedge fund diversification strategies to their portfolios. Also appearing will be Jason Trennert, founder and Chief Investment Strategist at Strategas Research Partners, the highly regarded independent Wall Street research firm.
Veteran global investor Bill Wilby on the changing values in global markets; personal financial advice on building financial security from New York Times "Your Money" columnist Ron Lieber; and strengthening your retirement income with Dallas Salisbury, President of the Employee Benefit Research Institute (EBRI).
Dealing with the new market realities. Two giants of behavioral finance, Yale Professor and "Irrational Exuberance" author Robert Shiller and MIT professor and hedge fund manager Andrew Lo, discuss where the money will be made in the new financial landscape. Plus, top rated economist Nancy Lazar, of ISI Group fills us in on the outlook for global economies and markets.
Investing through the biggest bear market in a generation. We'll hear from Wall Street's number one ranked strategist, Francois Trahan at independent research firm ISI Group, Dennis Stattman the veteran lead manager of BlackRock's highly regarded Global Allocation Fund and hedge fund manager, John Dorfman who also runs the Dorfman Value Fund at his firm, Thunderstorm Capital.
Three masters of critical investment strategies discuss their plans for financial survival and recovery. Morgan Stanley strategist, David Darst, author of the best seller, "The Little Book that Saves Your Assets" will talk about how to reallocate your assets during financial turmoil. "Wizard of Wharton" professor Jeremy Siegel will look at long term strategies to beat the stock market and BlackRock's financial crisis expert Peter Fisher will report on the condition of the financial system.
Three prescient investment pros discuss what they are expecting now. PIMCO's portfolio manager Paul McCulley sounded the alarm about economic and credit risk several years ago. Bank of America Merrill Lynch Investment Strategist Richard Bernstein emphasized savings and financial strength and risk-management expert Richard Bookstaber warned of a "catastrophic" financial fallout in his best seller, "A Demon of Our Own Design".
Two veteran value investors tell us where they see the investment clouds clearing. Value investor Susan Byrne is finding companies with sound balance sheets and good cash flow that should withstand difficult times. Long-time bear Rob Arnott finally sees good values in the fixed-income markets. Find out where they see the profit opportunities.
Two visionary investors who see growth and profits in the future. Value investor Tom Russo focuses on elite global brands and their ability to attract hordes of new customers in emerging markets. Cleantech specialist Bill Paul sees a vast new global market in green energy. Paul and Russo will tell us where there is money to be made.
How to protect yourself from proliferating investment scams with former SEC enforcement chief, now investor protection expert, Pat Huddleston; how to ensure you have some guaranteed sources of income with New York Life's Chris Blunt; plus what has and hasn't held up in the jewelry market with dealer and appraiser Patrizia di Carrobio.
Two veteran value investors and a financial planner discuss their strategies in this challenging financial climate. Mark Cortazzo head of financial planning firm, Macro Consulting Group has recently been named one of the country's top financial advisors by Barron's. Deep value investor John Rogers, runs the highly regarded Ariel Funds and veteran global strategist Nick Sargen is Chief Investment Officer of Fort Washington Investment Advisors.
Does the Obama stimulus plan have what it takes to jump start the economy? We'll ask Mark Gertler, NYU Professor of Economics and close colleague of Fed Chairman Ben Bernanke for his assessment. Plus we'll talk to Dave Kansas, veteran financial journalist and author of the new book, The Wall Street Journal Guide to the End of Wall Street as We Know It about surviving the current financial crisis. And Barclays Global Investors' pension expert Kristi Mitchem will discuss the best strategies for your 401 (k) plan.
We'll talk about long-term demographic trends and the investment opportunities they are creating with demographics pioneer, Peter Francese, the founding Editor of American Demographics Magazine. Plus we'll explore some of the deep values being created in the beaten down oil patch with veteran analyst and investor Tom Petrie, and in a WealthTrack television exclusive delve into other sectors of the financial markets with fund manager Robert Kleinschmidt of the highly regarded Tocqueville Funds.
Three investment stars tell us how they are repairing the damage of the past year and positioning their portfolios for 2009: bond legend Dan Fuss is the celebrated co-manager of the Loomis Sayles Bond Fund; Rudolph-Riad Younes is lead manager of the top-rated Artio International Equity Fund (formerly Julius Baer International Equity Fund); and Senior Investment Strategist Abby Joseph Cohen covers the big trends as President of Goldman Sach's in-house think tank, the Global Markets Institute.
Re-thinking your investment strategy in a global recession. Veteran investors Bill Wilby and Susan Byrne tell us how they are investing for the coming year. Money master Wilby ran the top-rated Oppenheimer Global Fund for many years and is now a private investor. Smart Money singled out Byrne, head of her own firm Westwood Management Corp, as one of the country's great investors. Plus The Wall Street Journal's tax columnist Tom Herman will discuss why you should rethink your tax strategy for this year and next.
Two of the biggest economic stories of the New Year promise to be carryovers from the last. We'll talk to top ranked Washington analyst Tom Gallagher about the business and investment ramifications of what he predicted years ago would be a new era of big and activist government. And Yale Professor Robert Shiller, who accurately predicted the housing bubble and bust will share his current housing outlook and prescription for recovery.
Three investment heavy weights discuss portfolio repair and recovery. In a television exclusive, Consuelo will talk to third generation value investor Christopher Davis of the Davis Funds, T. Rowe Price's Chairman, Chief Investment Officer and long time manager of its Equity Income Fund, Brian Rogers plus high-yield corporate bond guru Martin Fridson of Fridson Investment Advisors.
The outlook and investment opportunities in energy. How much of a setback is the sharp decline in oil prices delivering to the prospects for traditional and green energy? What difference will the promised Obama administration's pro-clean tech policies make? We'll discuss the future of traditional and clean energy with noted energy consultant and journalist Bill Paul, plus the acknowledged "dean" of energy analysts, Charles Maxwell and T. Rowe Price's New Era Fund manager Charles Ober.
Three of Wall Street's savviest investment pros discuss their outlook for the economy and markets and share the investment strategies they are employing for their clients and themselves. In a television exclusive, Consuelo will be joined by ISI Group's Ed Hyman, Wall Street's number one ranked economist for an incredible 29 years running. The other two guests are Bob Doll, the highly-respected head of global equities for BlackRock, plus the man many call the "bond" king, Bill Gross, co-CEO of bond giant PIMCO.
Your mix of investments can make or break your portfolio. WealthTrack will talk to an acknowledged master of the art of asset allocation, Morgan Stanley's David Darst plus consult with two experts about what have become essential investments for most of us: Merrill Lynch's emerging markets strategist Michael Hartnett and independent annuities expert Kelli Hueler on the next Consuelo Mack WealthTrack.
How are some of Wall Street's best money managers coping with one of the most challenging investment climates in decades? We'll hear from Diane Jaffe, portfolio manager of the TCW Dividend Focused Fund and Colin Glinsman, Chief Investment Officer of Oppenheimer Capital. Plus global financial consultant, economist and think tank scholar Adam Lerrick will tackle the financial crisis on Consuelo Mack WealthTrack.
A sobering new study finds that almost three out of five new retirees will outlast their money unless they cut back their standard of living. How can future retirees better prepare themselves financially? Guests Matthew Scanlan of Barclays Global Investors, Jack Van Derhei of Employee Benefit Research Institute and strategist Jason Trennert of Strategas will have some answers on Consuelo Mack WealthTrack.
60% of the world's stock market value resides outside of the U.S. so WealthTrack is looking for overseas opportunities with three of the world's best global money managers. They are Mohamad El-Erian, Co-Chief Investment Officer of PIMCO, one of the nation's largest asset managers and former head of Harvard's endowment, Dennis Stattman long time manager of BlackRock's highly regarded Global Allocation Fund and Jerry Senser, lead portfolio manager of ICAP's global funds, chosen as Morningstar's International Fund Manager of the Year in 2005.
WealthTrack is delving into the troubled stock markets, challenging bond markets and high risk, potentially high return Russian markets with three focused pros: Merrill Lynch investment strategist Mary Ann Bartels, Treasury bond guru Robert Kessler and Russia portfolio manager John Connor.
Two well-known financial planners discuss how to prepare for retirement. Vern Hayden and Mark Cortazzo help us pick the best mutual funds for a retirement portfolio and guide us to successfully plan for those post-working years.
It's time for a midyear checkup on WealthTrack. Bob Doll, Chief Investment Officer for Global Equities at BlackRock and a successful portfolio manager will update his normally prescient predictions for the year. David Lazenby, Director and Senior Portfolio Manager of the Emerging Markets team at Batterymarch will assess their developments and in a WealthTrack exclusive, private equity manager Vincent Mai, will discuss the state of that sector and its impact on the financial markets.
Oil, Russia and global stock markets are the subjects WealthTrack will be covering with guests Charles Maxwell, the dean of Wall Street oil analysts; Marshall Goldman, Harvard scholar of the Russian economy; and Abby Joseph Cohen, Goldman Sach’s celebrated investment strategist.
How did the credit crunch happen and how long will it last? And how to make money in the meantime? For answers we turn to two investment pros – former U.S. Treasury and Federal Reserve official, Peter Fisher and global value investor, Tom Russo.
Where to find the values in stocks, bonds and art with top-performing value investor, the Fairholme Fund’s Bruce Berkowitz, high-yield bond guru Martin Fridson and art consultant and professor Michael Moses, of the Mei Moses Fine Art Index.
The subject is managing investment risk. What is it? How much can you really take? What can you do about it? We'll ask renowned financial consultant Charles Ellis; legendary global money manager Jean-Marie Eveillard and Goldman Sachs' former risk honcho, now quantitative strategy head, Robert Litterman.
Making sure your money lasts a lifetime with Kiplinger's retirement guru Mary Beth Franklin, star financial planner Lou Stanasolovich and MassMutual's retirement innovator Steve Dechesnes – on this week's Consuelo Mack WealthTrack.
Veteran stock picker Hersh Cohen who runs the Legg Mason Partners Appreciation Fund will discuss where he sees the values with Matthews Asian Funds Acting Chief Investment Office Andrew Foster. For the latest in guaranteed income products for retirees, we’ll hear from New York Life’s President Ted Mathas.
Three savvy investors will be on hand to discuss their strategies with WealthTrack’s Consuelo Mack. Robert Kleinschmidt, Chief Investment Officer of Tocqueville Asset Management runs some top-rated stock funds. Bob Shearer manages the BlackRock Equity Dividend Fund and the BlackRock Natural Resources Trust. Kevin Landis is a veteran portfolio manager focusing on technology including clean energy.
For the first time since late 2001, the U.S. stock market has emerged as the most preferred market by global equities fund managers, according to a recent Merrill Lynch survey. WealthTrack will debate the merits of U.S. vs. foreign stocks with star money manager Bill Wilby, the former long time portfolio manager of Oppenheimer's Global Fund, BlackRock's top rated Bob Shearer and Merrill Lynch’s emerging market equities strategist, Michael Hartnett.
How effective has the Federal Reserve been in heading off a financial and economic crisis? What’s left in its arsenal? We’ll ask NYU economist Mark Gertler, a close friend and collaborator of Federal Reserve Chairman Ben Bernanke. What role have the regulators played and what can investors do to protect their assets? We’ll consult successful hedge fund manager David Einhorn, CEO of Greenlight Capital and Peter Stamos, CEO of Sterling, Stamos Capital Management, a private investment firm that follows the endowment model pioneered by Yale and Harvard.
Whether it’s the White House, Congress or the Federal Reserve, Washington is aggressively responding to the housing and credit crises. Top ranked Washington analyst Tom Gallagher of ISI Group explains the significant business and market impact. Morningstar’s Practical Finance newsletter editor Christine Benz has some practical advice for investors and Real Estate Investment Trust expert Martin Cohen, co-CEO of Cohen & Steers updates us on the state of global real estate.
WealthTrack scans the globe for investment opportunities with OppenheimerFunds' Global Fund manager Rajeev Bhaman. He'll be joined by one of the deans of value investing, David Dreman and insurance expert Kim Lankford of Kiplinger's Personal Finance magazine.
An all-star cast will join host Consuelo Mack including a television exclusive with Wall Street's number one economist Ed Hyman of ISI Group, fundamental indexing guru Rob Arnott of Research Affiliates and former Undersecretary of the Treasury Peter Fisher, now BlackRock’s co-head of fixed income and Chairman of BlackRock Asia.