What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.   

In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro  challenges facing multinational businesses and how his premier brand name companies are responding. 

Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.

Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why investors should take note.

WEALTHTRACK episode 2201, broadcast July 4, 2025

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Interview with renowned historian Niall Ferguson we discuss the new challenges facing America’s economic and military dominance, as well as what they mean for investors.WEALTHTRACK episode 2152 broadcast on June 27, 2025

Part 1 of 2 -

Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets. 

WEALTHTRACK episode 2151 broadcast on June 20, 2025

Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it's ever been and advises looking overseas for superior values.

WEALTHTRACK episode 2146 broadcast on May 16, 2025

As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shares her views on current market conditions and advice for investors.

WEALTHTRACK episode 2145, Broadcast on May 9, 2025

Global financial thought leader John Lipsky explains how new US tariff policies are upending world trade and affecting the global financial system, economy and growth.

Global Shocks author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and financial markets.

WEALTHTRACK 2143 broadcast on April 25, 2025