Bruce Berkowitz is the founder and CEO of Fairholme Capital Management and a legendary value investor. In this exclusive interview, he talks about his deep value, contrarian approach, his current strategy, and the lessons he's learned over the years.
Berkowitz's Fairholme Fund was once a top performer, returning better than 13% annualized returns in its first decade. But it has since lagged the market and become extremely volatile. Today, 82% of the fund is concentrated in one stock: The St. Joe Company, a Florida real estate developer and manager.
Berkowitz reveals the highs and lows of his career and shares his insights on value investing, contrarian thinking, and the future of the markets.
WEALTHTRACK #2019 originally broadcast on November 03, 2023
More info: https://wealthtrack.com/fairholme-funds-bruce-berkowitz-deep-value-contrarian-approach-thats-still-beating-the-market/

Bookshelf: Security Analysis: Principles and Techniquehttps://amzn.to/3sax7bH



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Value Investing: Lessons Learned

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

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Careers

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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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Residential Real Estate Opportunities

Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry. 

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Commercial Real Estate Opportunities

Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue. 
WEALTHTRACK episode 2040 broadcast on March 30, 2024.



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Influential Strategist Ed Yardeni Critiques Artificial Intelligence, Economists & The Bull Market

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values.
WEALTHTRACK #2039 broadcast on March, 22, 2024March

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Value Investing: Lessons Learned

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