David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success.

WEALTHTRACK # 2025 broadcast on December 15, 2023

More Info: https://wealthtrack.com/5-star-gold-medalist-portfolio-manager-david-giroux-discusses-contrarian-2024-strategies-and-ai/

Bookshelf: Thinking, Fast and Slow
https://amzn.to/3NvHRbR

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Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

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 diversified investing in all of the investments people care about. Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Business

Investing

Careers

Management & Marketing

Business News

Shopping

WEALTHTRACK episode 2048 broadcast on May 25, 2024
More Info:
https://wealthtrack.com/democracy-beats-autocracy-for-investors-perth-tolles-life-liberty-indexes-prove-it/
Bookshelf:
Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice
by Bill Browder
https://amzn.to/4bQZT23

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Investing In Freedom

Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines.
WEALTHTRACK episode 2047 originally broadcast on May 18, 2024
More info: https://wealthtrack.com/with-consumers-under-increasing-financial-pressure-leading-economist-nancy-lazar-sees-recession-looming/



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Looming Recession

WEALTHTRACK episode 2046 originally broadcast on May 11, 2024
More Info: https://wealthtrack.com/pimcos-dan-ivascyn-on-why-bond-returns-are-the-most-attractive-in-years-rivaling-stocks-and-cash/



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Exciting Bond Returns

WEALTHTRACK episode 2044 broadcast on May 04, 2024


More info: https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-longer-is-not-a-retirement-solution/




Bookshelf : 
Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy
https://amzn.to/44nREYI


Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans
https://amzn.to/3wgSIBe



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Why Working Longer Is Not A Retirement Solution

Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments. 

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Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

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