Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits.

As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel.

The launch of Bitcoin ETFs has brought the world’s largest cryptocurrency into the mainstream, says crypto expert Matt Hougan. It is also a major milestone in crypto’s acceptance.

Part 2 of 2

Noted strategist and asset allocator Rich Bernstein shares the most important investment lessons learned from the markets in the 20 years since WEALTHTRACK launch, in part 2 of his interview.

WEALTHTRACK episode 2102 broadcast on July 12, 2024

More info: https://wealthtrack.com/key-investment-lessons-of-the-last-20-years-from-noted-strategist-richard-bernstein/

Bookshelf:

Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype

https://amzn.to/3VRLCvA

Stocks for the Long Run, 6th Edition

https://amzn.to/3Wh25uJ

Part 1 of 2

Influential strategist Richard Bernstein reflects on the most successful investment themes of the last twenty years and explains why deglobalization and the concomitant reindustrialization of America are his number one themes now.

More info: https://wealthtrack.com/strategist-richard-bernstein-on-successful-investment-themes-of-the-past-and-his-favorite-one-now/

Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype

https://amzn.to/3VRLCvA

Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene.

WEALTHTRACK Episode 2053 broadcast on June 28, 2024

More info: https://wealthtrack.com/what-will-change-what-wont-if-warren-buffet-is-no-longer-at-berkshire-hathaway/

Bookshelf: THE MAKING OF AN AMERICAN CAPITALIST BY ROGER LOWENSTEIN

https://amzn.to/3XHzmjT

In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle of Omaha’s investment thinking.

WEALTHTRACK Episode 2052 broadcast on June 21, 2024

More info: 

https://wealthtrack.com/warren-buffetts-investment-evolution-whats-changed-what-hasnt-over-five-decades/

Bookshelf: 

The Essays of Warren Buffett: Lessons for Corporate America: https://amzn.to/4bbp6DJ

Berkshire Beyond Buffett: The Enduring Value of Values: https://amzn.to/3zaI5Bb

Margin of Trust: The Berkshire Business Model: https://amzn.to/4bebl76

Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis.

WEALTHTRACK episode 2051 broadcast on June 14, 2024

More Info: https://wealthtrack.com/ai-could-be-the-biggest-productivity-enhancer-since-electricity-says-t-rowe-prices-dominic-rizzo/

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

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/