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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 sixteeth 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 diversified investing in all of the investments people care about. Support this podcast: https://anchor.fm/wealthtrack/support

WEALTHTRACK Consuelo Mack

    • Investering

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 sixteeth 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 diversified investing in all of the investments people care about. Support this podcast: https://anchor.fm/wealthtrack/support

    A Game Changer for Market Leadership Creating New Winners and Losers – End of Globalization

    A Game Changer for Market Leadership Creating New Winners and Losers – End of Globalization

    Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 -The End of Globalization, he makes his case. And yes, he is talking about 2029!

    As he notes in his report: “Market leadership always changes decade by decade, and the leadership of the past decade, which are now lauded as ‘core investments,’ seem highly unlikely to be the leadership of the next decade.” If he is correct, which he has been frequently over the years, thinking about investing for 2029 is probably a healthy exercise.

    Richard Bernstein is Chief Executive and Chief Investment Officer of Richard Bernstein Advisors, which he founded in 2009. It now oversees or advises over 9 billion dollars in assets, largely in multi-asset allocation strategies using ETFs for financial advisors.

    WEALTHTRACK #1630 broadcast on January 24, 2020

    More info: https://wealthtrack.com/the-end-of-globalization-is-a-game-changer-for-market-leadership-creating-new-winners-and-losers/

    Investing for December 31, 2029 – The End of Globalization

    http://www.rbadvisors.com/images/pdfs/RBA_Insights_Investing_for_2029_1219.pdf

    University of Michigan Consumer Sentiment Index

    https://data.sca.isr.umich.edu/


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    • 26 min
    Mega investment trends influencing markets with Great Global Investor Bill Wilby

    Mega investment trends influencing markets with Great Global Investor Bill Wilby

    As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets.

    He is great investor Bill Wilby who has appeared with us exclusively since his retirement from professional money management over a decade ago.

    He was the Portfolio Manager of the award-winning Oppenheimer Global Fund a graduate of West Point, Wilby also has a Ph.D. in International Monetary Economics and has held various international finance and investment positions at top financial institutions including the Federal Reserve Bank of Chicago.

    Wilby wanted to discuss a couple of themes with us. One is the privatization of the public markets, the other theme influencing Wilby’s investment strategy is what he calls the global trade reset which we will also discuss.

    WEALTHTRACK #1629 broadcast on January 17, 2020.


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    • 26 min
    Get Your Financial House in Order With Personal Finance Guru Christine Benz’ Financial To-Do List!

    Get Your Financial House in Order With Personal Finance Guru Christine Benz’ Financial To-Do List!

    At the beginning of every new year or at tax time when I am under the IRS deadline gun, I vow this year is going to be different and I will finally get organized and make decisions over time instead of at the last minute.

    For the second year in a row, we have invited one of our favorite guests who is very knowledgeable and organized to join us. She is Christine Benz, Morningstar’s personal finance guru.

    She writes daily personal finance columns for Morningstar, does interviews and podcasts and is the author of several books including 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide To Mutual Funds: 5-Star Strategies for Success.  She has also been a WEALTHTRACK regular since the beginning.

    We asked her to take us through her financial to-do list for 2020. It is detailed so get out your pens, papers or smartphones and prepare to take notes when you join us.

    WEALTHTRACK #1628 broadcast on January 10, 2020

    More info: https://wealthtrack.com/get-your-financial-house-in-order-with-personal-finance-guru-christine-benz-financial-to-do-list/


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    • 26 min
    Powerful Narratives: Stories Propelling Economies and Markets in 2020

    Powerful Narratives: Stories Propelling Economies and Markets in 2020

    Happy New Year and Happy New Decade! What will the 2020s bring? As J.P. Morgan famously said: “Stocks will fluctuate.”  In 2019 they fluctuated mostly higher and the U.S. was still the place to be. Tech giants such as FANG’s Facebook, up 56%, Google’s parent Alphabet, up 29% and Amazon.com up 23% propelled the NASDAQ 35% higher. The S&P 500 rose nearly 27% and the Dow Jones Industrials advanced over 22%, all trading in record territory.

    It was pretty much a year for stocks all over the world, which is, of course, bringing the doomsayers out in droves. An excellent article on the front page of The Wall Street Journal’s Year-end Review & Outlook section is a good example. It’s titled: “Japan’s Lost 30 Years Give Pause To Those Looking at The U.S.”

    What are the stories propelling economies and markets in 2020 and the decade going to be? It’s a podcast conversation we had with Nobel Laureate economist Robert Shiller about how important powerful narratives driving the economy are.

    WEALTHTRACK #1627 published on January 03, 2020. More info at: https://wealthtrack.com/nobel-laureate-robert-shiller-explains-his-theory-of-narrative-economics-how-powerful-stories-influence-the-direction-of-the-economy/




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    • 34 min
    Easy Money, China Slowdown & Brexit Are Transforming the Global Economy & Investment Choices

    Easy Money, China Slowdown & Brexit Are Transforming the Global Economy & Investment Choices

    Since launching WEALTHTRACK in 2005 we have asked economic legend Ed Hyman to share his new year forecast with us, which he has done pretty much exclusively since the beginning. We also invite a leading portfolio manager to join him. For the fourth year in a row, First Eagle’s Matthew McLennan is doing the honors.

    This week we are presenting the second of our two-part series focused on the global economic and investment outlook. In case you missed it, we tackled the 2020 prospects for the U.S. economy and markets last week which you can see on WEALTHTRACK.com or our YouTube channel. 

    In part one of our 2020 Outlook edition, Hyman predicted, as he did accurately for 2019, that the longest economic recovery on record in the U.S. would continue. He sees no signs of recession and believes that growth will actually pick up! He also forecasts that Wall Street will continue to climb a wall of worry, which he will describe in detail.

    Matt McLennan is not as optimistic. One of his main concerns is the record levels of government and corporate debt in the U.S. and the problems it poses to future growth and liquidity, especially in the event of a slowdown. After the record-setting bull market run he also believes the U.S. market is expensive. He is investing very selectively in super high quality, market-dominant companies. He has a stash of cash to take advantage of sizable market declines and a significant position in gold to offset market risk.

    We will start our global outlook discussion this week with one of the biggest headline events of 2019 - Prime Minister Boris Johnson’s “Get Brexit Done” victory in the United Kingdom which Hyman thinks has worldwide significance.


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    • 26 min
    Positive 2020 outlook for US economy says Wall Street’s #1 Economist Ed Hyman

    Positive 2020 outlook for US economy says Wall Street’s #1 Economist Ed Hyman

    Every year at this time we are delighted to welcome Wall Street’s long-reigning number one economist, Ed Hyman to share his outlook with us.  And we always pair him with a leading portfolio manager with a global investment view. For the fourth year in a row, our choice is First Eagle’s, Matthew McLennan.

    In the first of this two-part series on the Outlook for 2020, our focus is on the U.S.

    Last year Hyman correctly forecast the now record-breaking economic recovery would continue and that a recession was several years away. We’ll find out what his view is now and get McLennan’s assessment of the U.S. markets.

    Ed Hyman is a Wall Street legend. Vice-Chairman of Evercore, a leading independent investment banking and advisory firm, Hyman is the Founder and Chairman of its Evercore ISI division and leads its economic research team. He has been voted Wall Street’s Number One Economist for an unprecedented 39 years in Institutional Investor’s annual survey. No one else comes even close to that record.

    Matthew McLennan, a noted global value manager is Head of the Global Value Team at First Eagle Investment Management where he oversees more than ninety billion dollars in assets, including several funds. His flagship First Eagle Global Fund which he inherited from legendary value investor Jean-Marie Eveillard in 2008 carries Morningstar’s Five Star and Bronze Medalist Analyst ratings and has outperformed both its World Stock Index and World Allocation category since its 1979 inception.

    WEALTHTRACK #1625 broadcast on December 20, 2019

    More info: https://wealthtrack.com/positive-2020-outlook-for-us-economy-says-wall-streets-1-economist-ed-hyman


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    • 26 min

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