WealthTrack Portable

Robert Shearer

christensen@trillianmedia.net (Consuelo Mack) — Fri, 10 May 2013 23:57:33 +0000

Robert Shearer, lead portfolio manager for BlackRock’s Equity Dividend Fund explains why some dividends are better than others and where he is finding the best in growth and income. WEALTHTRACK Episode #946. Originally Broadcast on May 10, 2013.

Charles Ellis

christensen@trillianmedia.net (Consuelo Mack) — Sat, 04 May 2013 01:45:43 +0000

An exclusive interview with Financial Thought Leader Charles Ellis about “what it takes” to be the best in the business. Ellis shares fifty years of wisdom learned from advising firms and governments on where to invest. WEALTHTRACK Episode #945. Originally Broadcast on May 3, 2013.

Ben Inker

christensen@trillianmedia.net (Consuelo Mack) — Sat, 20 Apr 2013 17:29:11 +0000

Ben Inker

Ken Heebner

christensen@trillianmedia.net (Consuelo Mack) — Sat, 13 Apr 2013 01:34:59 +0000

Legendary portfolio manager Ken Heebner is known for his big bets and rapid trading at the CGM funds . This week he describes his contrarian views on the U.S. economy and stocks, particularly housing and banking, and why he thinks bonds are so dangerous. WealthTrack Episode #942, Original Broadcast 04-12-13.

Harold Evensky

christensen@trillianmedia.net (Consuelo Mack) — Sat, 06 Apr 2013 00:15:03 +0000

Affording your retirement! Award winning financial planner, Harold Evensky explains his strategies to protect your lifestyle, nest egg, and portfolio through your golden years. WealthTrack 941, Original Broadcast 04-05-2013

Robert Shiller

christensen@trillianmedia.net (Consuelo Mack) — Sat, 30 Mar 2013 00:28:33 +0000

Robert Shiller, who predicted the bursting of the tech and housing bubbles, now calling the bond market "dangerous"? He shares his views and advice on the stock, bond and housing markets. WealthTrack #940 Originally Broadcast 29 March 2013.

Mark Headley

christensen@trillianmedia.net (Consuelo Mack) — Sat, 23 Mar 2013 00:44:04 +0000

A rare television interview with Great Investor Mark Headley of Matthews Asia. The Asia investing pioneer will explain why this could be the year of China as it transitions to new leadership and a consumer driven economy. WealthTrack #939 03-22-13

Mary Beth Franklin

christensen@trillianmedia.net (Consuelo Mack) — Fri, 15 Mar 2013 23:54:06 +0000

How to maximize your Social Security benefits with award winning financial planner and retirement expert Mary Beth Franklin shares how to get the most out of social security. WealthTrack #938, Originally Broadcast on March 23, 2012

Michael Mauboussin

christensen@trillianmedia.net (Consuelo Mack) — Sat, 09 Mar 2013 00:47:07 +0000

Financial Thought Leader Michael Mauboussin explains the important roles luck and skill play in investment success and how to harness both to your advantage. WealthTrack Episode 937. Originally Broadcast on December 07, 2012

Mark Yockey

christensen@trillianmedia.net (Consuelo Mack) — Fri, 22 Feb 2013 23:32:16 +0000

A rare interview with a Great Investor and former Morningstar International Stock Fund Manager of the Year winner. Artisan International Fund's Mark Yockey discusses his contrarian picks and how he is finding sustainable growth in Japanese tobacco and automobile companies, Chinese internet and insurance firms, and global beer companies. WealthTrack Episode #935. Originally Broadcast 2013-02-22

Perks & de Lardemelle

christensen@trillianmedia.net (Consuelo Mack) — Sat, 16 Feb 2013 00:51:38 +0000

Portfolio manager Edward Perks explains how he is carrying on the tradition, and IVA Worldwide Fund's Charles de Lardemelle explains where he is finding value. WealthTrack Episode #349, Original Broadcast 2013-02-15

Bill Miller

christensen@trillianmedia.net (Consuelo Mack) — Sat, 09 Feb 2013 03:33:27 +0000

A TV exclusive with legendary value investor Bill Miller. The only mutual fund manager to beat the S&P 500 for 15 years in a row, Miller's Legg Mason Capital Management Opportunity Fund was the number one mutual fund last year. Where is he investing now? Find out! WealthTrack Episode #933. Originally broadcast 2013-02-08

John Kim & Nick Sargen

christensen@trillianmedia.net (Consuelo Mack) — Sat, 02 Feb 2013 00:54:50 +0000

Building financial security to last a life time. Two Chief Financial Officers of two top rated insurance companies, New York Life's John Kim and Western & Southern's Nick Sargen share their portfolio strategies. WealthTrack #932. Broadcast on 2013-02-01.

Andrew Lo

christensen@trillianmedia.net (Consuelo Mack) — Sat, 26 Jan 2013 00:22:11 +0000

The sea change in the markets. Financial Thought Leader, Andrew Lo, renowned professor of finance at MIT and hedge fund manager says the markets are more complex and challenging than ever before. He shares strategies to survive and prosper.

Ed Hyman & Dennis Stattman - Part Two

christensen@trillianmedia.net (Consuelo Mack) — Sat, 19 Jan 2013 01:10:59 +0000

Game Changers for 2013! In part 2 of WealthTrack’s annual exclusive with Financial Thought Leader, Ed Hyman, Wall Street’s number one ranked economist for an unprecedented 33 years running, he and Great Investor Dennis Stattman, long-time portfolio manager of BlackRock’s Global Allocation Fund identify the three big issues they predict will make a huge positive difference to investors this year.

Ed Hyman & Dennis Stattman - Part One

christensen@trillianmedia.net (Consuelo Mack) — Sat, 12 Jan 2013 01:18:11 +0000

WealthTrack’s annual exclusive with Financial Thought Leader, Ed Hyman, Wall Street’s number one ranked economist and BlackRock's star Global Allocation Fund manager, Great Investor Dennis Stattman. They will assess the U.S. economy, markets and investment opportunities for 2013.

Doug Bauer & Jack Lund

christensen@trillianmedia.net (Consuelo Mack) — Sat, 05 Jan 2013 00:34:32 +0000

Philanthropy as an investment. Two philanthropy thought leaders- Jack Lund, CEO of the YMCA of Greater New York and Doug Bauer, Executive Director of the Clark Foundation- share advice on how to get the best return from your giving.

Charles Ellis & Mark Cortazzo (R)

christensen@trillianmedia.net (Consuelo Mack) — Sat, 29 Dec 2012 02:23:06 +0000

Financial legend Charles Ellis joins innovative financial planner Mark Cortazzo to explain why investment fees are much higher and more harmful than you think, and how you can fight back. Originally Broadcast August 10, 2012.

David Rolley & Rupal Bhansali

christensen@trillianmedia.net (Consuelo Mack) — Sun, 23 Dec 2012 18:40:14 +0000

Where should you invest? Global bond manager, David Rolley from Loomis Sayles and global stock investor, Rupal Bhansali from Ariel Investments discuss finding the best opportunities.

Robert Amodeo & Christine Benz

christensen@trillianmedia.net (Consuelo Mack) — Sat, 15 Dec 2012 02:22:39 +0000

The tax man cometh and he will be collecting more from investors next year. How can you minimize the pain? Western Asset Management’s top municipal bond investor, Robert Amodeo and Morningstar’s personal finance guru Christine Benz, have some answers.

Michael Mauboussin

christensen@trillianmedia.net (Consuelo Mack) — Sat, 08 Dec 2012 01:26:11 +0000

Financial Thought Leader Michael Mauboussin explains the important roles luck and skill play in investment success and how to harness both to your advantage.

Mary Jane McQuillen & Bill Paul (R)

christensen@trillianmedia.net (Consuelo Mack) — Sat, 24 Nov 2012 08:36:29 +0000

How to make a difference with your investments. Part one of our series on “impact investing” explores what it is and why it’s gone global with Portfolio Manager Mary Jane McQuillen from ClearBridge Advisors and environmental and energy analyst Bill Paul. Originally broadcast June 29, 2012

John Bogle

christensen@trillianmedia.net (Consuelo Mack) — Sat, 17 Nov 2012 00:44:16 +0000

An interview with one of the investment greats! John C. Bogle, Vanguard founder, index fund creator, and tireless advocate for the little guy discusses how investors can succeed despite Wall Street’s problems. WealthTrack Episode #921, Originally Broadcast: 11-16-12

Tom Gallagher

christensen@trillianmedia.net (Consuelo Mack) — Sat, 10 Nov 2012 01:12:58 +0000

Post-election, a television exclusive with Wall Street’s long time number one ranked Washington analyst. The Scowcroft Group’s Tom Gallagher discusses what the election means for the economy and markets and how it affects your job, taxes and portfolio. #920, Original Broadcast 11-09-12

Andy Laperriere & Jeff Applegate

christensen@trillianmedia.net (Consuelo Mack) — Sat, 03 Nov 2012 01:05:45 +0000

What's at stake in next week's Presidential election? Top ranked Washington analyst Andy Laperriere of ISI Group and Chief Investment Officer Jeff Applegate of Morgan Stanley will tell us why the race is so close and how the results could impact the markets and economy.

David Nadel & Andrew Foster

christensen@trillianmedia.net (Consuelo Mack) — Fri, 26 Oct 2012 23:46:20 +0000

The focus is on international investing with David Nadel, Portfolio Manager and Director of International Research at the Royce Funds and Andrew Foster, Founder of Seafarer Capital Partners. Tune in to find out how these global investors are finding the best value, growth and income overseas by investing in emerging markets and smaller company stocks.

Steven Romick

christensen@trillianmedia.net (Consuelo Mack) — Fri, 19 Oct 2012 23:21:35 +0000

A rare interview with Great Investor, Steven Romick of FPA Crescent Fund. Romick describes how he is keeping his five-star rated fund on top by balancing the forces of inflation and deflation and continuing his contrarian, value-oriented strategies.

Bruce Berkowitz

christensen@trillianmedia.net (Consuelo Mack) — Fri, 12 Oct 2012 23:11:54 +0000

A rare interview with Morningstar’s Fund Manager of the Decade. Great Investor Bruce Berkowitz discusses The Fairholme Fund’s controversial concentration in financial stocks and other unloved securities.

David Winters

christensen@trillianmedia.net (Consuelo Mack) — Fri, 05 Oct 2012 23:55:53 +0000

Great Investor David Winters, portfolio manager of the top rated Wintergreen Fund, will explain why he is finding numerous investment opportunities around the globe and why investors shouldn’t believe the bearish view that the “cult of equity is dead.”

James Grant

christensen@trillianmedia.net (Consuelo Mack) — Sat, 29 Sep 2012 00:53:44 +0000

A rare interview with an influential Financial Thought Leader and financial historian. James Grant, founder and editor of Grant’s Interest Rate Observer, will discuss why the Federal Reserve’s policies of zero interest rates and massive purchases of U.S. Treasury and mortgage-backed bonds are dangerous to the economy and damaging to savers.

Matthew McLennan

christensen@trillianmedia.net (Consuelo Mack) — Sat, 22 Sep 2012 02:11:12 +0000

A next generation Great Investor who is successfully filling the shoes of the legendary Jean Marie Eveillard at First Eagle Funds. Matthew McLennan, portfolio manager of First Eagle Global, will tell us where in the world he’s finding value now.

David Darst

christensen@trillianmedia.net (Consuelo Mack) — Sat, 15 Sep 2012 02:30:01 +0000

What will it take to rebuild investor confidence? Financial Thought Leader David Darst, Chief Investment Strategist at Morgan Stanley Smith Barney, will discuss the positive signs he’s seeing in the U.S. and global markets and why investors should start to trust the markets.

John Lipsky & Nick Sargen

christensen@trillianmedia.net (Consuelo Mack) — Sat, 08 Sep 2012 00:02:41 +0000

A rare interview with a man central to solving the global financial crisis. Financial Thought Leader John Lipsky, the recently retired First Deputy Managing Director of the International Monetary Fund, joins seasoned investment strategist Nick Sargen, Chief Investment Officer at Fort Washington Investment Advisors, to discuss the turmoil in Europe, slowdown in China, and what it all means for investors.

Niall Ferguson

christensen@trillianmedia.net (Consuelo Mack) — Sat, 01 Sep 2012 00:07:38 +0000

Financial Thought Leader Niall Ferguson discusses why the centuries long dominance of Western economic and political power is waning and what the United States needs to do prevent it from slipping even more. This is an updated program originally released on 3/24/11

Erin Botsford

christensen@trillianmedia.net (Consuelo Mack) — Sat, 25 Aug 2012 00:35:46 +0000

How to avoid the biggest fear of retirees, running out of money. Erin Botsford, financial planner and author of “The Big Retirement Risk” discusses her “lifestyle driven” approach to investing. This is an updated program that was originally released on 03-30-12

Mary Beth Franklin

christensen@trillianmedia.net (Consuelo Mack) — Fri, 17 Aug 2012 23:56:27 +0000

How to maximize your Social Security benefits, the only source of guaranteed income most Americans can count on. Award winning financial planner and retirement expert Mary Beth Franklin shares how to get the most out of social security for you and your loved ones. Updated episode originally released 03-23-12

Charles Ellis & Mark Cortazzo

christensen@trillianmedia.net (Consuelo Mack) — Sat, 11 Aug 2012 01:44:24 +0000

In a television exclusive, Financial legend Charles Ellis joins innovative financial planner Mark Cortazzo to explain why investment fees are much higher and more harmful than you think, and how you can fight back.

Francois Trahan

christensen@trillianmedia.net (Consuelo Mack) — Fri, 10 Aug 2012 21:21:06 +0000

Leading investment strategist, Francois Trahan takes on the naysayers and explains why he expects stocks to reach new highs in the coming months.

Robert Kessler

christensen@trillianmedia.net (Consuelo Mack) — Sat, 04 Aug 2012 02:47:54 +0000

A Great Investor who has gotten it right before, during and after the financial crisis. Bond manager Robert Kessler explains why he still believes the world is a dangerous place and U.S. Treasury bonds are the right choice for investors.

Bob Doll

christensen@trillianmedia.net (Consuelo Mack) — Fri, 20 Jul 2012 23:43:21 +0000

An influential strategist and money manager who believes investor pessimism towards stocks is way over done. BlackRock consultant Bob Doll explains why, after the worst decade since the 1930’s, stocks will be the best investment of the next decade.

David Rosenberg

christensen@trillianmedia.net (Consuelo Mack) — Fri, 13 Jul 2012 23:51:56 +0000

The "Financial Thought Leader" who has gotten it right throughout the financial crisis and beyond. What does David Rosenberg, Gluskin Sheff's Chief Economist and Strategist see in the future now? And why, after years of pessimism, does he believe "the future is brighter than you think?"

Amy O'Brien & Ingrid Dyott

christensen@trillianmedia.net (Consuelo Mack) — Sat, 07 Jul 2012 00:56:28 +0000

Part two of our series on impact investing, making money while doing good. Two investment pros, Neuberger Berman Portfolio Manager, Ingrid Dyott, and TIAA-CREF's Amy O'Brien share their strategies to match financial goals with values.

Bill Paul & Mary Jane McQuillen

christensen@trillianmedia.net (Consuelo Mack) — Sat, 30 Jun 2012 23:14:38 +0000

How to make a difference with your investments. Part one of our series on impact investing explores what it is and why it’s gone global with Portfolio Manager Mary Jane McQuillen from ClearBridge Advisors and environmental and energy analyst Bill Paul.

Robert Kleinschmidt

christensen@trillianmedia.net (Consuelo Mack) — Sat, 23 Jun 2012 00:49:47 +0000

An exclusive interview with Great Investor Robert Kleinschmidt. The Tocqueville Fund’s self described “authority resistant, independent thinker” reveals where his contrarian, value approach is leading him to invest now.

Richard Bernstein & Bill Wilby

christensen@trillianmedia.net (Consuelo Mack) — Fri, 15 Jun 2012 23:12:47 +0000

Financial Thought Leader Richard Bernstein, one of Wall Street’s top ranked strategists for years, and Great Investor Bill Wilby, former portfolio manager of the number one ranked Oppenheimer Global Fund, discuss why they believe the U.S. is the best place in the world to invest right now and for years to come.

Andrew Lo

christensen@trillianmedia.net (Consuelo Mack) — Sat, 09 Jun 2012 01:45:03 +0000

Managing your portfolio’s risk in volatile times with Andrew Lo, a “Financial Thought Leader,” MIT professor, founder and portfolio manager with AlphaSimplex Group, an alternative investments money management firm. (updated, originally broadcast 2/24/12)

Don Yacktman

christensen@trillianmedia.net (Consuelo Mack) — Sat, 02 Jun 2012 17:19:34 +0000

Why one Great Investor calls the values in the stock market “amazing!” Don Yacktman, the founder and co-manager of the Yacktman Fund and a finalist for Morningstar’s 2011 Domestic Manager of the Year award has a history of spotting value. His funds have placed in the top one percent of all large cap mutual funds over the past three, five, ten and fifteen year periods. (updated, originally released Jan. 27, 2012)

Jason Trennert

christensen@trillianmedia.net (Consuelo Mack) — Fri, 25 May 2012 23:55:07 +0000

Financial Thought Leader Jason Trennert of independent research firm, Strategas Research Partners, explains his concerns about the stock market and why defense is the best offense for individual investors.

James Bianco

christensen@trillianmedia.net (Consuelo Mack) — Fri, 18 May 2012 23:45:33 +0000

A Financial Thought Leader who challenges conventional Wall Street wisdom. What myths are James Bianco and his team at Bianco Research shattering now to help you make better investment decisions?

Bernie Horn & John Dorfman

christensen@trillianmedia.net (Consuelo Mack) — Sat, 12 May 2012 00:20:54 +0000

Two value investors with exceptional long-term track records discuss the unusual opportunities they are finding in the global markets. Bernard Horn, finalist for Morningstar’s International Stock Fund Manager of the Year award, explains the international strategy he is following in his Polaris Global Value Fund and Thunderstorm Capital’s John Dorfman tackles bargains available in the U.S.

Whitney George

christensen@trillianmedia.net (Consuelo Mack) — Sat, 05 May 2012 00:31:39 +0000

A rare interview with a Great Investor who specializes in small company stocks. The Royce Funds’ Whitney George will discuss where he is finding value in some of the world’s fastest growing companies.

Kathleen Gaffney

christensen@trillianmedia.net (Consuelo Mack) — Fri, 27 Apr 2012 23:19:48 +0000

A bond investor who says stocks are the next best thing! Great Investor Kathleen Gaffney, co-manager of the legendary Loomis Sayles Bond Fund explains why the great generational bull market in bonds is coming to a close and why dividends are becoming the best source of income.

Dean Tenerelli

christensen@trillianmedia.net (Consuelo Mack) — Sat, 21 Apr 2012 01:42:05 +0000

Why the world’s most reviled stock market could be poised for a sustainable turnaround. T Rowe Price’s European Stock Fund manager, Dean Tenerelli explains why European stocks make sense now.

Paul McCulley & Bill Miller - Part 2

christensen@trillianmedia.net (Consuelo Mack) — Sat, 14 Apr 2012 03:15:32 +0000

Part 2 of our exclusive WealthTrack interview with two “Great Investors.” Legg Mason’s legendary fund manager Bill Miller and bond guru, Paul McCulley discuss which investments they are choosing for the long term.

Paul McCulley & Bill Miller

christensen@trillianmedia.net (Consuelo Mack) — Sat, 07 Apr 2012 02:51:46 +0000

Two “Great Investors” who are calling for new thinking and strategies by investors, economists and policy makers. Legg Mason’s legendary fund manager Bill Miller and bond guru Paul McCulley are together, from Paris, in a WealthTrack television exclusive.

Erin Botsford

christensen@trillianmedia.net (Consuelo Mack) — Wed, 04 Apr 2012 19:56:08 +0000

The focus is avoiding the biggest fear of retirees, running out of money. Erin Botsford, financial planner and author of "The Big Retirement Risk" discusses her "lifestyle driven" approach to investing.

Mary Beth Franklin

christensen@trillianmedia.net (Consuelo Mack) — Sat, 24 Mar 2012 01:10:35 +0000

Peter Bernstein & Charles Ellis

christensen@trillianmedia.net (Consuelo Mack) — Sat, 17 Mar 2012 04:13:46 +0000

Two of the wisest men on Wall Street give us advice for the ages. We revisit our exclusive interview with the late, great Peter Bernstein, one of the world’s greatest experts on financial risk. Plus our exclusive interview with world-renowned financial consultant Charles Ellis, who explains how to win what he calls “The Losers Game,” investing.

Robert Kessler

christensen@trillianmedia.net (Consuelo Mack) — Sat, 10 Mar 2012 03:31:47 +0000

A contrarian who has been proven right over the last decade. Great Investor Robert Kessler explains why, after 40 years of out performing the stock market, much vilified U.S. Treasury bonds will continue to be the safe haven investment for the foreseeable future.

Mark Cortazzo & Sheryl Garrett

christensen@trillianmedia.net (Consuelo Mack) — Sat, 03 Mar 2012 01:34:44 +0000

Two blue chip financial advisors offering wealth building advice for blue collar budgets. Sheryl Garrett of the Garrett Planning Network and Mark Cortazzo of MACRO Consulting Group discuss affordable financial services for the rest of us.

Andrew Lo

christensen@trillianmedia.net (Consuelo Mack) — Sat, 25 Feb 2012 03:55:43 +0000

Managing your portfolio’s risk in volatile times with “Financial Thought Leader,” MIT professor and alternative money manager Andrew Lo.

David Darst

christensen@trillianmedia.net (Consuelo Mack) — Sat, 18 Feb 2012 02:12:00 +0000

The difference between winning games, championships and super bowls with your portfolio. Morgan Stanley’s Chief Investment Strategist and asset allocation master, David Darst shares the winning strategies.

Charles Royce

christensen@trillianmedia.net (Consuelo Mack) — Sat, 11 Feb 2012 02:05:14 +0000

We have an exclusive interview with legendary “Great Investor” Charles “Chuck” Royce. Royce pioneered investing in small company stocks with his Royce Pennsylvania Mutual Fund forty years ago this year. He’ll explain why high quality small cap stocks are undervalued compared to large cap stocks right now and the advantages they offer to investors from the vantage points of portfolio diversity, international exposure and income, three characteristics normally not associated with the small cap universe.

Matt McLennan

christensen@trillianmedia.net (Consuelo Mack) — Sat, 04 Feb 2012 01:03:30 +0000

Matthew McLennan, the hand-picked successor to legendary investor Jean Marie Eveillard, tells us where he is finding value with less volatility for the First Eagle funds now.

Don Yacktman

christensen@trillianmedia.net (Consuelo Mack) — Sat, 28 Jan 2012 01:42:48 +0000

Great Investor Don Yacktman, founder and co-manager of the Yacktman Fund tells us how he continues to beat the overall stock market landing in the top one percent of all large cap mutual funds over the past one, three, five and ten year periods. Such outstanding performance was recently recognized by Morningstar, the mutual fund rating firm, that nominated Yacktman for Domestic Manager of 2011.

Phil DeMuth & John Hathaway

christensen@trillianmedia.net (Consuelo Mack) — Sat, 21 Jan 2012 02:27:43 +0000

What role if any should the “hot” area of alternative investments play in your portfolio? Two pros, Phil DeMuth, financial advisor and author of the recently published The Little Book of Alternative Investments and John Hathaway, portfolio manager of the five star rated Tocqueville Gold Fund discuss which alternative investments work and which don’t.

Dan Fuss & Peter Fisher

christensen@trillianmedia.net (Consuelo Mack) — Sat, 14 Jan 2012 02:13:09 +0000

Two influential financial powerhouses discuss the risks and opportunities in the economies and markets of the U.S, Europe, and Emerging Markets.

Ed Hyman & Bob Doll

christensen@trillianmedia.net (Consuelo Mack) — Sat, 07 Jan 2012 03:35:32 +0000

An exclusive interview with Wall Street’s long time number one economist Ed Hyman and Great Investor Bob Doll. What they expect in the economy and markets in 2012 and strategies to prosper in it.

Robert Kessler

christensen@trillianmedia.net (Consuelo Mack) — Sat, 31 Dec 2011 01:30:33 +0000

Mark Cortazzo & Sheryl Garrett

christensen@trillianmedia.net (Consuelo Mack) — Sat, 24 Dec 2011 21:34:59 +0000

Chris Davis & David Winters

christensen@trillianmedia.net (Consuelo Mack) — Sat, 17 Dec 2011 03:31:56 +0000

Two Great Investors of the Ben Graham and Warren Buffett school of value investing. WealthTrack exclusive Chris Davis shares three generations of investment lessons he is applying at the Davis Funds. Wintergreen Fund’s David Winters explains his market and peer beating global strategies.

Charles Ellis

christensen@trillianmedia.net (Consuelo Mack) — Sat, 10 Dec 2011 02:45:03 +0000

Legendary financial consultant Charles Ellis. His Winning the Loser's Game is an investment classic. Now he’s written a new investment primer with Princeton economist Burton Malkiel,The Elements of Investing. Financial Thought Leader Ellis offers basic rules to succeed in the financial markets.

Michael Mauboussin

christensen@trillianmedia.net (Consuelo Mack) — Sat, 03 Dec 2011 01:10:04 +0000

“Financial Thought Leader” Michael Mauboussin, Chief Investment Strategist of Legg Mason Capital Management explains why its getting harder to beat the market and why doing less can actually make you more.

Mark Holowesko

christensen@trillianmedia.net (Consuelo Mack) — Sat, 26 Nov 2011 01:38:26 +0000

A WealthTrack exclusive with Sir John Templeton’s successor. Mark Holowesko was just 27 years old when he took over the legendary Templeton funds in 1987, running them successfully for more than a decade before going out on his own. The Bahamian-based Holowesko explains how he is still applying the Templeton way and why he sees tremendous opportunities in today’s markets.

Tom Gallagher

christensen@trillianmedia.net (Consuelo Mack) — Sat, 19 Nov 2011 01:32:36 +0000

Government policies have rarely been this important or influential in the economy and markets. Tom Gallagher discusses what to expect from the White House, Congress and the Federal Reserve and what it means for your investments.

David Rosenberg

christensen@trillianmedia.net (Consuelo Mack) — Sat, 12 Nov 2011 05:32:06 +0000

One of the few economists to foresee the global economic slowdown. Gluskin Sheff’s David Rosenberg saw signs of trouble as chief economist at Merrill Lynch. Now back in his native Canada at Gluskin Sheff he continues to warn about a prolonged slump with high unemployment in the developed world. He tells Consuelo what it means for investors and where to find growth despite a stagnant U.S. and Europe.

Kristin Ceva & Robert Horrocks

christensen@trillianmedia.net (Consuelo Mack) — Sat, 05 Nov 2011 02:23:13 +0000

On this week’s Consuelo Mack WealthTrack: opportunities in the fast growing emerging markets. Consuelo sits down with two leading emerging market specialists, Payden & Rygel's Kristin Ceva, who runs its Payden Emerging Markets Bond Fund and Robert Horrocks, Chief Investment Officer of Matthews International Capital and manager of its Matthews Asian Growth & Income fund.

Bill Gross & Mohamed El-Erian (Part Two)

christensen@trillianmedia.net (Consuelo Mack) — Sat, 29 Oct 2011 02:06:02 +0000

Part two of Consuelo’s exclusive double interview with two of the investment world’s biggest stars! Bill Gross and Mohamed El-Erian, Co-Chief Investment Officers of money management powerhouse PIMCO, sit down together to discuss outlook and strategy.

Bill Gross & Mohamed El-Erian (Part Two)

christensen@trillianmedia.net (Consuelo Mack) — Sat, 29 Oct 2011 02:05:32 +0000

Bill Gross & Mohamed El-Erian

christensen@trillianmedia.net (Consuelo Mack) — Sat, 22 Oct 2011 01:56:13 +0000

Two of the investment world’s biggest stars! Bill Gross and Mohamed El-Erian, Co-Chief Investment Officers of money management powerhouse PIMCO, sit down together for an exclusive WealthTrack two part series.

Robert Arnott

christensen@trillianmedia.net (Consuelo Mack) — Sat, 15 Oct 2011 01:51:50 +0000

A Great Investor and Financial Thought Leader! Research Affiliates Founder and Chairman Robert Arnott has pioneered several investment products which outperform markets with less than market risk. He’ll discuss his current strategy for these volatile times.

Hersh Cohen

christensen@trillianmedia.net (Consuelo Mack) — Sat, 08 Oct 2011 00:14:06 +0000

A television exclusive with ClearBridge Advisors’ Great Investor, Hersh Cohen. He shares his best ideas for income and explains how he gets long-term results in a short-term computer driven market.

Jean-Marie Eveillard

christensen@trillianmedia.net (Consuelo Mack) — Sat, 01 Oct 2011 00:35:19 +0000

Great Investor Jean-Marie Eveillard. The legendary value investor, winner of Morningstar’s Lifetime Achievement Award for his superb 25 year track record.

Francois Trahan

christensen@trillianmedia.net (Consuelo Mack) — Sat, 24 Sep 2011 00:58:48 +0000

Wall Street’s number one investment strategist and Financial Thought Leader, Francois Trahan will explain why the old economic models are failing and why safety is the best strategy for investors.

Bruce Berkowitz

christensen@trillianmedia.net (Consuelo Mack) — Sat, 17 Sep 2011 00:17:42 +0000

A rare television interview with Morningstar’s Fund Manager of the Decade. Consuelo talks to Fairholme Fund’s Bruce Berkowitz about his large and controversial investments in beaten down financial stocks.

Charles Maxwell

christensen@trillianmedia.net (Consuelo Mack) — Sat, 10 Sep 2011 05:35:08 +0000

The man Barron’s calls the Dean of Energy Analysts discusses the outlook for oil prices, supplies and stocks. Weeden & Company’s Charles Maxwell on where to invest for secure energy returns in an uncertain world.

Niall Ferguson

christensen@trillianmedia.net (Consuelo Mack) — Sat, 03 Sep 2011 02:29:28 +0000

Robert Shiller

christensen@trillianmedia.net (Consuelo Mack) — Sat, 27 Aug 2011 02:37:47 +0000

Financial Thought Leader and Yale economist Robert Shiller. He predicted the bursting of the tech and housing bubbles. What does this visionary behavioral economist, author and market innovator see in our future now?

Tom Russo & David Nadel

christensen@trillianmedia.net (Consuelo Mack) — Sat, 20 Aug 2011 06:11:49 +0000

Two money managers finding value in two different stock classes. Both have beaten the markets, with less than market risk over the long term. Noted value investor Tom Russo focuses on strong global brand name companies, while Royce and Associates David Nadel specializes in international small company stocks including gold mining shares.

James Grant

christensen@trillianmedia.net (Consuelo Mack) — Fri, 12 Aug 2011 23:47:54 +0000

Financial Thought Leader James Grant explains why he believes the Federal Reserve’s easy money policies will wreak havoc on the economy and markets. The dangers of inflation creep and how to protect yourself against it are the focus of this week’s Consuelo Mack WealthTrack. (Repeat)

Lubos Pastor

christensen@trillianmedia.net (Consuelo Mack) — Sat, 06 Aug 2011 18:47:33 +0000

A financial thought leader who is challenging a bedrock principle of investing. Award-winning University of Chicago finance professor, Lubos Pastor explains why stocks are not necessarily best for the long run.

Niall Ferguson

christensen@trillianmedia.net (Consuelo Mack) — Sat, 30 Jul 2011 04:09:23 +0000

Niall Ferguson has some novel solutions for two of America’s biggest problems, the failure of public education and record breaking federal debt. His solutions include a scene straight out of “The Good, the Bad and the Ugly!”

Dennis Stattman

christensen@trillianmedia.net (Consuelo Mack) — Sat, 23 Jul 2011 00:41:13 +0000

“Great Investor” Dennis Stattman, founder and lead portfolio manager of the BlackRock Global Allocation Fund joins Consuelo for a rare television interview. A finalist for Morningstar’s Manager of the Decade award, Stattman will discuss where he is finding the best values around the world.

Nick Sargen & John Kim

christensen@trillianmedia.net (Consuelo Mack) — Sat, 16 Jul 2011 01:42:57 +0000

Two top investment strategists with long- term investment horizons join Consuelo to discuss new approaches to risk management and international investing. Consuelo talks to WealthTrack regular Nick Sargen of Fort Washington Investment Advisors and New York Life’s John Kim.

John Brynjolfsson & Robert Kessler

christensen@trillianmedia.net (Consuelo Mack) — Sat, 09 Jul 2011 15:29:43 +0000

“Financial Thought Leader,” John Brynjolfsson, creator of the first “real return” mutual funds and “Great Investor” Robert Kessler, U.S. Treasury bond guru discuss managing the inflation and interest rate challenges ahead.

Steven Romick

christensen@trillianmedia.net (Consuelo Mack) — Sat, 02 Jul 2011 02:44:22 +0000

“Great Investor,” Steven Romick, finalist for Morningstar’s Manager of the Decade award, discusses the contrarian investment approach that makes his go anywhere, invest in anything, FPA Crescent Fund one of the best in the business.

Michael Mauboussin

christensen@trillianmedia.net (Consuelo Mack) — Sat, 25 Jun 2011 03:30:19 +0000

“Financial Thought Leader” Michael Mauboussin, Chief Investment Strategist of Legg Mason Capital Management, explains why its getting harder to beat the market and why doing less can actually make you more.

Bob Doll - David Darst

christensen@trillianmedia.net (Consuelo Mack) — Sat, 18 Jun 2011 05:32:23 +0000

Two top investment pros. BlackRock’s Chief Equity Strategist and respected mutual fund manager, Bob Doll, and Morgan Stanley’s Chief Investment Strategist and asset allocation master, David Darst will discuss where to diversify your portfolios globally.

Kim Lankford - Chris Blunt

christensen@trillianmedia.net (Consuelo Mack) — Sat, 11 Jun 2011 01:35:46 +0000

How not to run out of money during retirement. Consuelo talks to two retirement experts, columnist Kim Lankford of Kiplinger’s Personal Finance Magazine and Chris Blunt, head of New York Life’s Retirement Income Security, about having a stream of income no matter how long you live.

Charles Royce

christensen@trillianmedia.net (Consuelo Mack) — Sat, 04 Jun 2011 03:18:01 +0000

An exclusive interview with legendary portfolio manager Chuck Royce. The small company stock guru explains how he has beaten the market with less risk over the last 35 years and why small is still beautiful.