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Consuelo Mack WealthTrack

Great Investors: Andrew Lo (#508)

The MIT professor discusses hedge funds and how human psychology plays a role in financial crises. [26 minutes] Closed Captioning

This episode has not aired in the past few months on Iowa Public Television.

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Series Description: Consuelo Mack WealthTrack is a weekly half hour series devoted to providing trustworthy, understandable advice about how to build and protect wealth over the long-term. One of the most experienced business journalists in television, Consuelo Mack consistently attracts experts at the highest levels, bringing the best minds in the business to explore building and protecting long-term wealth. Wide-ranging topics -- including green investing, alternative energy, and insurance -- cover all the investments viewers care about: stocks, bonds real estate, art and collectibles. Every episode ends with a personal finance Action Point to help viewers manage their financial lives.

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  • Episode #431

    This week, Consuelo Mack speaks with Tom Forester of the Forester Value Fund, the only stock mutual fund manager to post a positive return in 2008, and asks how he intends to make money in 2009. In a television exclusive, Consuelo also talks to Tom Russo, a skilled money manager in the Warren Buffet tradition, who focuses on global brand companies for private accounts at his firm Gardner Russo and Gardner. Plus, WealthTrack assesses the risks and opportunities in the beaten down bond market with Randall Forsyth, credit columnist and Editor of Barron's Online. Guests: Tom Forester, Portfolio Manager, Forester Value Fund; Randall Forsyth, Editor, Barron's Online; Tom Russo, Partner, Gardner Russo and Gardner. [26 minutes]

  • Episode #432

    This week's Consuelo Mack WealthTrack discusses long-term demographic trends and the investment opportunities they are creating with demographics pioneer, Peter Francese, the founding editor of American Demographics magazine. WealthTrack also explores some of the deep values being created in the beaten down oil patch with veteran analyst and investor Tom Petrie of Merrill Lynch. And, in a television exclusive, WealthTrack delves into other sectors of the financial markets with fund manager Robert Kleinschmidt of the highly regarded Tocqueville Funds. Guests: Peter Francese, Founding Editor, American Demographics Robert; Kleinschmidt, President, Chief Investment Officer, Tocqueville Asset; Management Tom Petrie, Vice Chairman, Merrill Lynch. [26 minutes]

  • Episode #433

    This week's Consuelo Mack WealthTrack asks does the Obama stimulus plan have what it takes to jump start the economy? Mark Gertler, NYU Professor of Economics and close colleague of Fed Chairman Ben Bernanke gives his assessment. Plus Dave Kansas, veteran financial journalist and author of the new book, The Wall Street Journal Guide to The End of Wall Street As We Know It talks about surviving the current financial crisis, and Barclays Global Investors' pension expert Kristi Mitchem discusses the best strategies for your 401 (k) plan. Guests: Mark Gertler, Henry and Lucy Moses Professor of Economics, New York University; Dave Kansas, Editor-at-Large, FiLife.com, Author, The Wall Street Journal Guide to the End of Wall Street as We Know It; Kristi Mitchem, Head of U.S. Defined Contribution Business, Barclays Global Investors. [26 minutes]

  • Episode #434

    [26 minutes]

  • Episode #435

    [26 minutes]

  • Episode #436

    Investors Tom Russo and Bill Paul discuss elite global brands and a new market in green energy. [26 minutes]

  • Episode #437

    Value investors discuss where the investment clouds are clearing and where they see opportunities. [26 minutes]

  • Episode #438

    Prescient investment pros discuss what they are expecting to happen now in the financial markets. [26 minutes]

  • Episode #439

    Masters of critical investment strategies discuss their plans for financial survival and recovery. [26 minutes]

  • Episode #440

    Expert strategists provide advice on investing through the biggest bear market in a generation. [26 minutes]

  • Episode #441

    Pershing Advisor Solution's CEO Mark Tibergien discusses how to choose the best financial advisor. [26 minutes]

  • Episode #442

    Behavioral finance experts discuss where the money will be made in the new financial landscape. [26 minutes]

  • Episode #443

    Topics include the changing values in global markets and advice on strengthening retirement income. [26 minutes]

  • Episode #444

    Money managers discuss U.S. Treasury securities and hedge fund diversification strategies. [26 minutes]

  • Episode #445

    Tom Forester of Forester Value Fund was the most successful mutual fund manager of stocks in 2008. [26 minutes]

  • Episode #446

    Three top notch portfolio managers discuss their distinctly different views and management styles. [26 minutes]

  • Great Investors: David Swensen (#447)

    The Chief Investment Officer at Yale University discusses the fund's long term track record. [26 minutes]

  • Episode #448

    Two value investors, one cautious and one bullish, discuss their strategies in the bear market. [26 minutes]

  • Episode #449

    This week's Consuelo Mack WealthTrack explores getting your financial house in order after the market storm of a century. In a WealthTrack exclusive, Pershing Advisor Solution's CEO Mark Tibergien discusses how to choose the best financial advisor; long time Wall Street Journal columnist, Jonathan Clements, now head of a personal financial guidance service of Citigroup talks about rebuilding your next egg; and financial advisor Vern Hayden discusses how to repair your investment portfolio. Guests: Jonathan Clements, Director of Financial Guidance, Citi Global Wealth Management; Vern Hayden. President, Hayden Wealth Management; Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions. [26 minutes]

  • Episode #450

    Robert Kleinschmidt of Tocqueville Asset Management and John Rogers of Ariel Investments appear. [26 minutes]

  • Episode #451

    PIMCO's Paul McCulley and Francois Trahan of ISI Group offer perspective on the investment climate. [26 minutes]

  • Episode #452

    MIT Professor Andrew Lo and AQR Capital Management's Cliff Asness discuss investment strategies. [26 minutes]

  • Great Investors: Bill Gross (#501)

    This week Consuelo Mack WealthTrack launches its fifth season and kicks off its "Great Investors" summer series in Newport Beach, California where Consuelo interviews "Bond King," Bill Gross. PIMCO's founder and Co-Chief Investment Officer, who runs the world's largest bond fund, advises governments and moves markets, tells Consuelo where he is putting his own money today. Guest: Bill Gross, Founder, Co-CIO, PIMCO. [26 minutes]

  • Great Investors: Robert Rodriguez (#502)

    Robert Rodriguez, CEO and Portfolio Manager of First Pacific Advisors discusses investing. [26 minutes]

  • Great Investors: Peter Bernstein (#503)

    Interviews with the late economic consultant discussing investing and understanding risk are shown. [26 minutes]

  • Great Investors: David Swensen (#504)

    Yale University's Chief Investment Officer discusses his assessment of the new investment reality. [26 minutes]

  • Great Investors: David Swensen (#505)

    Yale University's Chief Investment Officer discusses the strategy behind the endowment fund. [26 minutes]

  • Episode #506

    A discussion with Jean-Marie Eveillard of First Eagle and Third Avenue Funds founder Martin Whitman. [26 minutes]

  • Great Investors: Mark Headley (#507)

    The Matthews Intl. Capital Management chairman discusses the financial crisis' impact in Asia. [26 minutes]

  • Great Investors: Cliff Asness (#509)

    An AQR Capital Management fund manager discusses the inner workings of the hedge fund world. [26 minutes]

  • Episode #510

    Nassim Taleb, author of "The Black Swan," and Finance Columnist Jason Zweig discuss investing. [26 minutes]

  • Episode #511

    Experts discuss preparing portfolios for higher inflation, rising interest rates and higher taxes. [26 minutes]

  • Episode #512

    Financial experts David Darst, Richard Bookstaber and Mark Cortazzo discuss asset allocation models. [26 minutes]

  • Episode #513

    Investment pros Michael Hartnett, Whitney Tilson and David Winters discuss their winning strategies. [26 minutes]

  • Episode #514

    Three renowned global investors discuss the current investment opportunities in emerging markets. [26 minutes]

  • Episode #516

    Portfolio manager Jerry Senser & Time Magazine's Justin Fox discuss where the markets go from here. [26 minutes]

  • Episode #517

    Investment Strategist David Darst explores the new realities in asset allocation. [26 minutes]

  • Episode #518

    This week Consuelo Mack WealthTrack explores why the economic recovery could be much stronger than anticipated, and the ballooning federal deficit much more damaging. Consuelo sits down for a rare one-on-one interview with contrarian market observer and historian James Grant, publisher of the influential newsletter, Grant's Interest Rate Observer. Guest: James Grant, Editor, Grant's Interest Rate Observer. [26 minutes]

  • Great Investors: Dennis Stattman (#519)

    This week Consuelo Mack WealthTrack features a "Great Investor" interview with star global investor Dennis Stattman, founding manager of BlackRock's Global Allocation Fund. Now in its 20th year, this Morningstar favorite has consistently delivered market and peer beating returns with less risk. In a wide ranging discussion, Stattman will discuss the investment perils and opportunities he is tracking around the world. Guest: Dennis Stattman, Portfolio Manager, BlackRock Global Allocation Fund. [26 minutes]

  • Great Investors: Bruce Berkowitz (#520)

    A conversation with the founder and the lead portfolio manager of the five-star Fairholme Fund. [26 minutes]

  • Great Investors: Robert Kleinschmidt (#521)

    The President of Tocqueville Asset Management discusses his contrarian investment philosophy. [26 minutes]

  • Great Investors: Robert Rodriguez (#522)

    The CEO and Portfolio Manager of First Pacific Advisors explains why he's worried about the future. [26 minutes]

  • Great Investors: Cliff Asness (#523)

    The AQR Capital Management fund manager discusses investing rules that all investors should follow. [26 minutes]

  • Financial Thought Leaders: Niall Ferguson (#524)

    The author of "The Ascent of Money" discusses the implications of America's exploding debt. [26 minutes]

  • Episode #525

    ISI Group's Ed Hyman, Francois Trahan and Tom Gallagher share their forecasts for 2010. [26 minutes]

  • Great Investors: David Winters (#526)

    The Portfolio Manager at Wintergreen Funds shares where he is finding value in the market now. [26 minutes]

  • Great Investors: Charlie Dreifus (#601)

    Dreifus discusses how he chooses the companies he invests in and the outlook for small cap stocks. [26 minutes]

  • Episode #602

    Investment pros discuss how they'll make money in the New Year in stocks, bonds and foreign markets. [26 minutes]

  • Episode #603

    Experts explain where to find safer and higher income sources in a low return, high risk world. [26 minutes]

  • Financial Thought Leader: Bob Doll (#604)

    BlackRock's Vice Chairman discusses navigating Wall Street, investment strategy and stock-picking. [26 minutes]

  • Episode #605

    A look at the intersection of stocks, politics and energy and what they mean for your portfolio. [26 minutes]

  • Episode #606

    Examines how the divide between savers and debtors are affecting the stock, bond and art markets. [26 minutes]

  • Episode #607

    Portfolio Managers discuss investment prospects for the US financial system, post-financial crisis. [26 minutes]

  • Episode #608

    A look at unconventional investment strategies with David Darst, Susan Byrne and Robert Kessler. [26 minutes]

  • Great Investors: Steven Romick (#609)

    A conversation with the founder and portfolio manager of the five star FPA Crescent Fund. [26 minutes]

  • Great Investors: Bruce Berkowitz (#610)

    The founder of The Fairholme Fund has beaten the S&P by more than 200 percent over the past decade. [26 minutes]

  • Financial Thought Leaders: Niall Ferguson (#612)

    "The Ascent of Money" author discusses the longer term implications of America's exploding debt. [26 minutes]

  • Episode #613

    Guests: Wallace Weitz, President, Portfolio Manager, Weitz Funds; Bill Wilby, Private Investor. As investors continue to flee U.S. stocks two top money managers explain why they are looking for opportunities in the American market. Noted value investor Wally Weitz and legendary global investor Bill Wilby share where they are finding lasting value. [26 minutes]

  • Episode #614

    Guests: Charles Ellis, Founder, Greenwich Associates; Author, The Elements of Investing; Jason Zweig, Personal Finance Columnist, The Wall Street Journal; Author, The Little Book of Safe Money. Consuelo Mack, renowned financial consultant Charles Ellis and The Wall Street Journal's highly respected personal finance columnist Jason Zweig tackle one important question: what are the most valuable lessons individuals can learn from the financial crisis? [26 minutes]

  • Great Investors: Chris Davis (#615)

    The value investor discusses how family tradition helps him find long term financial values. [26 minutes]

  • Financial Thought Leaders: Robert Shiller (#616)

    The renowned Yale economist discusses why he believes home prices could suffer a double dip. [26 minutes]

  • Financial Thought Leaders: Ben Stein (#617)

    The actor and economist discusses Wall Street's culpability in the financial crisis. [26 minutes]

  • Financial Thought Leaders: Tom Gallagher (#618)

    The managing director of ISI Group discusses how Wall Street policy changes will affect investments. [30 minutes]

  • Great Investors: Bill Miller (#619)

    The Chairman and Chief Investment Officer of Legg Mason Capital Management shares his strategy. [30 minutes]

  • Great Investors: Brian Rogers (#620)

    The Chairman of T.Rowe Price Group, Inc. shares lessons learned from the financial crisis. [30 minutes]

  • Great Investors: Dennis Stattman (#621)

    The BlackRock Global Allocation Fund Portfolio Manager discusses balancing risk and reward. [30 minutes]

  • Financial Thought Leaders: Rob Arnott (#622)

    The Research Affiliates founder discusses investment strategies in time of slow economic growth. [30 minutes]

  • Retirement Income Special (#623)

    Guests: Harold Evensky, President, Evensky & Katz Wealth Management; Mary Beth Franklin, Senior Editor, Kiplinger's Personal Finance; Jonathan Clements, Director of Financial Guidance, myFi, Citigroup Personal Wealth; Management. This week Consuelo Mack WealthTrack presents a retirement income special. Highly rated financial planner Harold Evensky, widely respected personal finance expert Jonathan Clements and Kiplinger's award winning retirement income specialist Mary Beth Franklin explain where to find safer and higher income sources in a low return, high risk world. [30 minutes]

  • James Grant (#624)

    The Editor of Grant's Interest Rate Observer on the dollar, gold and the ballooning federal deficit. [30 minutes]

  • Great Investors: Donald Yacktman (#625)

    The president of Yacktman Asset Management Co. discusses his penny-pinching ways. [30 minutes]

  • Financial Thought Leaders: Charles Ellis (#626)

    A conversation with the founder of Greenwich Associates and author of "The Elements of Investing." [30 minutes]

  • Great Investors: Dan Fuss (#701)

    The Vice Chairman and Portfolio Manager of Loomis Sayles & Company discusses interest rates. [26 minutes]

  • Great Investors: James Tisch (#702)

    The CEO of Loews Corporation reveals where he is finding value now in Loews's portfolio. [26 minutes]

  • Financial Thought Leaders: Roger Lowenstein (#703)

    The author of "The End of Wall Street" shares his thoughts on the current financial climate. [26 minutes]

  • Great Investors: Hersh Cohen (#704)

    Guest: Hersh Cohen, Chief Investment Officer, ClearBridge Advisors. "Great Investor" Hersh Cohen, Chief Investment Officer of ClearBridge Advisors and eight-time Forbes Honor Roll fund member, discusses the "greatest investment opportunity" he has seen in decades on this week's Consuelo Mack WealthTrack. [26 minutes]

  • Great Investors: Steven Romick (#705)

    Guest: Steven Romick, Portfolio Manager, FPA Crescent Fund. This week's Consuelo Mack WealthTrack features a "Great Investors" interview with Steven Romick, the founder and portfolio manager of the five-star FPA Crescent Fund. Romick's contrarian views and go-anywhere, invest-in-anything style have put him in the top one percent of all money managers over the last decade and earned him a finalist slot for Morningstar's new Fund Manager of the Decade Award. [26 minutes]

  • Great Investors: Christopher Davis (#706)

    The value investor discusses how family tradition helps him find long-term financial values. [26 minutes]

  • Financial Thought Leaders: David Rosenberg (#707)

    Gluskin Sheff's prescient Chief Economist shares his economic and market outlook. [26 minutes]

  • Great Investors: Riad Younes (#708)

    The investor discusses why global financial imbalances are disrupting the U.S. and European markets. [26 minutes]

  • Great Investors: Bruce Berkowitz (#709)

    Guest: Bruce Berkowitz, Founder, Portfolio Manager, Fairholme Fund. This week's Consuelo Mack WealthTrack features a rare television interview with "Great Investor" Bruce Berkowitz. Morningstar's Fund Manager of the Decade is raising eyebrows by investing more than half of his Fairholme Fund in beaten down financial stocks. Berkowitz explains why he believes it will pay off. [26 minutes]

  • Great Investors: Brian Rogers (#710)

    Guest: Brian Rogers, Chairman, Chief Investment Officer, T. Rowe Price Group, Inc. On this week's Consuelo Mack WealthTrack, "Great Investor" Brian Rogers shares the lessons learned from the financial crisis and how he is applying them as Chairman of T. Rowe Price and manager of the highly regarded T. Rowe Price Equity Income Fund. [26 minutes]

  • Financial Thought Leaders: Dr. Andrew Lo (#711)

    The mutual fund manager discusses strategies for limiting your risk in a roller coaster market. [26 minutes]

  • Great Investors: Bill Miller (#712)

    The Chief Investment Officer of Legg Mason Capital Management shares his investment strategy. [26 minutes]

  • Great Investors: Dennis Stattman (#713)

    A conversation with the founding Portfolio Manager of the BlackRock Global Allocation Fund. [26 minutes]

  • Alternative Energy Investing with Bill Paul (#714)

    The journalist and author discusses investment opportunities in the alternative energy revolution. [26 minutes]

  • Alternative Energy Investing with Bill Paul - Part 2 (#715)

    The Alternative Energy Analyst and Independent Energy Consultant discusses the future of energy. [26 minutes]

  • Financial Thought Leader: Rob Arnott (#716)

    The chairman of Research Affiliates explains how to achieve better long-term investment returns [26 minutes]

  • Great Investors: Cliff Asness (#717)

    Guest: Cliff Asness, Managing and Founding Principal, AQR Capital Management. "Great Investor" Cliff Asness runs one of the world's largest hedge funds but he's taking his skills and strategies to Main Street with a series of new mutual funds. On this week's Consuelo Mack WealthTrack, Asness explains the tools AQR Capital Management is creating to help individual investors truly diversify. [26 minutes]

  • Great Investors: David Winters (#718)

    Guest: David Winters, Founder, Portfolio Manager, Wintergreen Fund. On this week's Consuelo Mack WealthTrack, "Great Investor" David Winters explains why his go-anywhere, invest-in-anything Wintergreen Fund is following the money by investing nearly 90% in stocks and 65% overseas. [26 minutes]

  • The New Retirement Reality - Part 1 (#719)

    Guests: Mark Cortazzo, Senior Partner, Macro Consulting Group; Mary Beth Franklin, Senior Editor, Kiplinger's Personal Finance. This week's Consuelo Mack WealthTrack presents the first of a two-part series on "The New Retirement Reality." Kiplinger's retirement guru Mary Beth Franklin and award winning financial planner Mark Cortazzo bring us up-to-date on what to expect and how to plan for the new retirement climate. [26 minutes]

  • The New Retirement Reality - Part 2 (#720)

    Financial planners discuss how to boost retirement income and guarantee a stream of income for life. [26 minutes]

  • Great Investors: David Einhorn (#721)

    The Founder of Greenlight Capital is also author of "Fooling Some of the People All of the Time." [26 minutes]

  • Financial Thought Leaders: David Rosenberg (#722)

    Guest: David Rosenberg, Chief Economist, Gluskin Sheff & Associates. This week on Consuelo Mack WealthTrack, a Financial Thought Leader who called the credit and housing bubbles way ahead of the pack: Gluskin Sheff's prescient Chief Economist David Rosenberg shares his economic and market outlook, plus advice on how to invest in it. [26 minutes]

  • Great Investors: Bruce Berkowitz (#723)

    Bruce Berkowitz, Founder and Portfolio Manager of Fairholme Funds is the guest. [26 minutes]

  • Financial Thought Leaders: Roger Lowenstein (#724)

    The financial journalists discusses the current financial climate and challenges investing in it. [26 minutes]

  • Episode #725

    Financial experts discuss the new world economic order and how investors can take advantage of it. [26 minutes]

  • Frances Hesselbein Tribute: to Serve Is to Live (#726)

    Traces the life of service of the Girl Scouts CEO and Presidential Medal of Freedom winner. [26 minutes]

  • William Priest (#727)

    Epoch Investment Partners' William Priest has created a new paradigm for picking stocks. [26 minutes]

  • Episode #728

    This week Consuelo Mack WealthTrack presents a television exclusive with Wall Street's long-time, number one-ranked economist Ed Hyman of ISI Group, plus BlackRock's star Global Asset Allocation Fund manager Dennis Stattman discuss the outlook for the United States' economy and markets in the new world order. [26 minutes]

  • Episode #729

    Consuelo Mack presents part two of her exclusive television interview with Wall Street's long-time, number one-ranked economist Ed Hyman and BlackRock's star Global Asset Allocation Fund manager Dennis Stattman. This week's discussion focuses on how investors can take advantage of the ongoing shift in economic and market power from developed to emerging markets. [26 minutes]

  • Francois Trahan (#730)

    Guest: Francois Trahan, Chief Investment Strategist, Wolfe Trahan. Consuelo Mack talks to one of Wall Street's top investment strategists, Francois Trahan, about why he believes the dollar is key to understanding stock market performance this year. Learn how to take advantage of the dollar, in weakness and in strength, with Wolfe Trahan's Chief Investment Strategist on this week's Consuelo Mack WealthTrack. [26 minutes]

  • Episode #731

    Guests: Martin Fridson, Global Credit Strategist, BNP Paribas Asset Management Kathleen Gaffney, Portfolio Manager, Loomis Sayles Bond Fund. This week on Consuelo Mack WealthTrack, two of the bond world's brightest stars discuss the outlook for fixed-income investments in 2011. Kathleen Gaffney, co-manager of the Loomis Sayles Bond Fund, and Martin Fridson, high yield guru and Global Credit Strategist at BNP Paribas Asset Management, tell us what to buy and what to avoid in bonds in the year ahead. [26 minutes]

  • Great Investors: Charles Royce (#732)

    Guest: Charles Royce, President, Co-Chief Investment Officer, Portfolio Manager, The Royce Funds. This week Consuelo Mack WealthTrack presents an exclusive interview with legendary portfolio manager Chuck Royce. The small company stock guru explains how he has beaten the market with less risk over the last 35 years and why small is still beautiful. [26 minutes]

  • Philippe Brugere-Trelat (#733)

    Guest: Philippe Brugere-Trelat, Executive Vice President, Portfolio Manager, Franklin Templeton Investments This week's Consuelo Mack WealthTrack explores why Europe's troubles could spell opportunity for investors. Consuelo Mack talks to Mutual Series' veteran international investor Philippe Brugere-Trelat about European bargains and emerging market dangers. [26 minutes]

  • Great Investors: Mark Headley (#734)

    Guest: Mark Headley, Chairman, Portfolio Manager, Matthews International Capital Management. This week Consuelo Mack WealthTrack addresses how to avoid the greatest mistakes Americans make when investing internationally. Matthews Asia Funds' Mark Headley, a WealthTrack "Great Investor," discusses the best way to participate in Asia's growth. [26 minutes]

  • Retirement: How Not to Run Out of Money (#735)

    Guests: Chris Blunt, Executive Vice President, Retirement Income Security, New York Life; Kimberly Lankford, Contributing Editor, Kiplinger's Personal Finance. This week Consuelo Mack WealthTrack explains how not to run out of money during retirement. Consuelo Mack talks to two retirement experts, columnist Kim Lankford of Kiplinger's Personal Finance magazine and Chris Blunt, head of New York Life's Retirement Income Security, about having a stream of income no matter how long you live. [26 minutes]

  • The New Retirement Reality - Part 1 (#736)

    Mary Beth Franklin and Mark Cortazzo discuss how to plan for the new retirement climate. [26 minutes]

  • The New Retirement Reality - Part 2 (#737)

    Experts focus on how to boost retirement income and guarantee a stream of income for life. [26 minutes]

  • Financial Thought Leader Niall Ferguson (#739)

    The author and professor discusses why dominance of Western economic and political power is waning. [26 minutes]

  • Episode #740

    Guests: Jeffrey Applegate, Chief Investment Officer, Morgan Stanley Smith Barney Robert Kleinschmidt, President, CEO, Portfolio Manager, Tocqueville Asset Management. This week Consuelo Mack WealthTrack features Morgan Stanley Smith Barney's Chief Investment Officer Jeff Applegate and a television exclusive with Tocqueville Fund's contrarian money manager Robert Kleinschmidt, who both discuss their surprising views of the opportunities and risk in global stock markets. [26 minutes]

  • Marilyn Cohen (#741)

    Marilyn Cohen, CEO of Envision Capital Management is author of "Surviving the Bond Bear Market." [26 minutes]

  • Financial Thought Leader James Grant (#742)

    James Grant, editor of Grant's Interest Rate Observer, discusses the dangers of inflation creep. [26 minutes]

  • Episode #743

    Guests: Charles Lahr, Executive Vice President, Portfolio Manager, PIMCO Jason Trennert, Managing Partner, Chief Investment Strategist, Strategas Research Partners, LLP. This week's Consuelo Mack WealthTrack explores why stocks with a global reach are the investment choice for two top investment pros. Consuelo sits down with five-star portfolio manager Chuck Lahr of PIMCO's Pathfinder fund and Jason Trennert, highly rated Chief Investment Strategist of independent research firm Strategas. [26 minutes]

  • Great Investors: Michael Hasenstab (#744)

    Guest: Dr. Michael Hasenstab, Co-Director of International Bond Department, Portfolio Manager, Templeton Global Bond Fund. This week's Consuelo Mack WealthTrack features an interview with Great Investor Michael Hasenstab, Morningstar's 2010 Fixed-Income Manager of the Year. Although only 37 years old, Hasenstab has shepherded the Templeton Global Bond Fund through 10 years of market-and competition-beating performance. Consuelo asks Hasenstab why he is avoiding the U.S. and focusing on emerging market currencies and debt. [26 minutes]

  • Financial Thought Leaders: Paul McCulley (#745)

    Guest: Paul McCulley, Chairman, Society of Fellows of the Global Interdependence Center; Former Senior Partner, PIMCO. This week Consuelo Mack WealthTrack presents a television exclusive with Financial Thought Leader and Great Investor Paul McCulley. The recently retired Fed watcher and head of short term trading at bond giant PIMCO is speaking out about Fed policy, building market risks and investment strategy. [26 minutes]

  • Episode #746

    Guests: James Bianco, President, Bianco Research; Thyra Zerhusen, Lead Manager, Aston/Optimum Mid Cap Fund. Consuelo Mack discusses winning strategies with two investment pros: research maven Jim Bianco of Bianco Research, and Aston/Optimum Mid Cap Fund Lead Manager Thyra Zerhusen, one of Smart Money magazine's "World's Greatest Investors." [26 minutes]

  • Great Investors: David Herro (#747)

    Guest: David Herro, Portfolio Manager, Oakmark International Fund. This week Consuelo Mack WealthTrack presents an interview with Great Investor David Herro, Morningstar's International Stock Fund Manager of the Decade. The contrarian-minded manager of three Oakmark International Funds discusses why he is finding value in some of the world's most challenging markets. [26 minutes]

  • Financial Thought Leaders: Lubos Pastor (#748)

    Guest: Lubos Pastor, Charles P. McQuaid Professor of Finance, University of Chicago Booth School of Business. This week Consuelo Mack talks to a "Financial Thought Leader" who is challenging a bedrock principle of investing. Award-winning University of Chicago Finance Professor Lubos Pastor explains why stocks are not necessarily best for the long run on Consuelo Mack WealthTrack. [26 minutes]

  • Great Investors: Charles Royce (#749)

    Guest: Charles Royce, President, Co-Chief Investment Officer, Portfolio Manager, The Royce Funds. This week Consuelo Mack WealthTrack presents an exclusive interview with legendary portfolio manager Chuck Royce. The small company stock guru explains how he has beaten the market with less risk over the last 35 years and why small is still beautiful. [26 minutes]

  • Episode #751

    Guests: David Darst, Chief Investment Strategist, Morgan Stanley; Bob Doll, Chief Equity Strategist, BlackRock. This week's Consuelo Mack WealthTrack features two top investment pros: BlackRock's Chief Equity Strategist and respected mutual fund manager Bob Doll and Morgan Stanley's Chief Investment Strategist and asset allocation master David Darst will discuss where to diversify your portfolios globally. [26 minutes]

  • Financial Thought Leaders: Michael Mauboussin (#752)

    Guest: Michael Mauboussin, Chief Investment Strategist, Legg Mason Capital Management. On this week's Consuelo Mack WealthTrack, "Financial Thought Leader" Michael Mauboussin, Chief Investment Strategist of Legg Mason Capital Management, explains why its getting harder to beat the market and why doing less can actually make you more. [26 minutes]

  • Great Investors: Steven Romick (#801)

    Guest: Steven Romick, Portfolio Manager, FPA Crescent Fund. On this week's Consuelo Mack WealthTrack, "Great Investor" Steven Romick, finalist for Morningstar's Manager of the Decade award, discusses the contrarian investment approach that makes his go-anywhere, invest-in-anything FPA Crescent Fund one of the best in the business. [26 minutes]

  • Financial Thought Leader John Brynjolfsson and Great Investor Robert Kessle (#802)

    Guests: John Brynjolfsson, Managing Director, Armored Wolf, LLC Robert Kessler, Founder, CEO, Kessler Investment Advisors. On this week's Consuelo Mack WealthTrack, "Financial Thought Leader," John Brynjolfsson, creator of the first "real return" mutual funds, and "Great Investor" Robert Kessler, U.S. Treasury bond guru discuss managing the inflation and interest rate challenges ahead. [26 minutes]

  • Episode #803

    [26 minutes]

  • Financial Thought Leaders: Niall Ferguson (#805)

    Guest: Niall Ferguson, Professor, Harvard Business School; Author, The Ascent of Money: A Financial History of the World. In Consuelo Mack's new interview with Niall Ferguson, the bestselling author and historian offers some novel solutions for two of America's biggest problems: the failure of public education and record-breaking federal debt. His solutions include a scene straight out of "The Good, the Bad and the Ugly." [26 minutes]

  • Financial Thought Leaders: Lubos Pastor (#806)

    Finance Professor Lubos Pastor explains why stocks are not necessarily best for the long run. [26 minutes]

  • Financial Thought Leaders: James Grant (#807)

    James Grant believes the Federal Reserve's easy money policies will wreak havoc on the economy. [26 minutes]

  • Episode #808

    Guests: David Nadel, Director of International Research, Portfolio Manager, Royce & Associates Tom Russo, General Partner, Semper Vic Partners, L.P.; Partner, Gardner Russo & Gardner. This week on Consuelo Mack WealthTrack: Consuelo interviews two money managers with very different investment strategies who have beaten the markets, with less than market risk, over the long term. Noted value investor Tom Russo focuses on strong global brand-name companies, while Royce and Associates' David Nadel specializes in international small company stocks including gold-mining shares. [26 minutes]

  • Financial Thought Leaders: Robert Shiller (#809)

    Guest: Robert Shiller, Professor of Economics, Yale University; Chief Economist, MacroMarkets LLC. This week Consuelo Mack WealthTrack features "Financial Thought Leader" and Yale economist Robert Shiller, who predicted the bursting of the tech and housing bubbles. What does this visionary behavioral economist, author and market innovator see in our future now? Consuelo Mack finds out. [26 minutes]

  • Financial Thought Leaders: Niall Ferguson (#810)

    Guest: Niall Ferguson, Financial Historian; Author, Civilization: The West and the Rest. This week on Consuelo Mack WealthTrack, "Financial Thought Leader" Niall Ferguson discusses why the centuries long dominance of Western economic and political power is waning and what the United States needs to do prevent it from slipping even more. [26 minutes]

  • Charles Maxwell (#811)

    Guest: Charles Maxwell, Senior Energy Analyst, Weeden & Co. LP. On this week's Consuelo Mack WealthTrack, Weeden & Company's Charles Maxwell, the man Barron's calls the "Dean of Energy Analysts," discusses the outlook for oil prices, supplies and stocks. Maxwell reveals where to invest for secure energy returns in an uncertain world. [26 minutes]

  • Great Investors: Bruce Berkowitz (#812)

    Bruce Berkowitz discusses his large and controversial investments in beaten down financial stocks. [26 minutes]

  • Financial Thought Leaders: Francois Trahan (#813)

    Guest: Francois Trahan, Vice Chairman, Head of Portfolio Strategy & Quantitative Research, Wolfe Trahan & Co. This week on Consuelo Mack WealthTrack, Wall Street's number one investment strategist, "Financial Thought Leader" Francois Trahan will explain why the old economic models are failing and why safety is the best strategy for investors. [26 minutes]

  • Great Investors: Jean-Marie Eveillard (#814)

    The legendary value investor and shares his personal investment strategies with Consuelo Mack. [26 minutes]

  • Great Investor & Financial Thought Leader Robert Arnott (#816)

    Guest: Robert Arnott, Founder and Chairman, Research Affiliates. This week's Consuelo Mack WealthTrack features a "Great Investor" and "Financial Thought Leader," Research Affiliates Founder and Chairman Robert Arnott, who has pioneered several investment products which outperform markets with less than market risk. He'll discuss his current strategy for these volatile times with Consuelo Mack. [26 minutes]

  • PIMCO's Great Investor and Financial Thought Leader Team: Bill Gross & Mohamed El-Erian, Part 1 (#817)

    Bill Gross and Mohamed El-Erian, Co-Chief Investment Officers at PIMCO, are interviewed. [26 minutes]

  • PIMCO's Great Investor and Financial Thought Leader Team: Bill Gross & Mohamed El-Erian, Part 2 (#818)

    Bill Gross and Mohamed El-Erian, Co-Chief Investment Officers at PIMCO, are interviewed. [26 minutes]

  • Emerging Markets Fund Managers: Kristin Ceva & Robert Horrocks (#819)

    Guests: Kristin Ceva, Head of Global Fixed Income Group, Payden & Rygel; Portfolio Manager, Payden Emerging Markets Bond Fund; Robert Horrocks, Chief Investment Officer, Matthews International Capital Management; Portfolio Manager, Matthews Asian Growth & Income Fund. This week's Consuelo Mack WealthTrack explores opportunities in the fast-growing emerging markets. Consuelo Mack sits down with two leading emerging market specialists, Payden & Rygel's Kristin Ceva, who runs its Payden Emerging Markets Bond Fund, and Robert Horrocks, Chief Investment Officer of Matthews International Capital and manager of its Matthews Asian Growth & Income fund. [26 minutes]

  • Financial Thought Leaders: David Rosenberg (#820)

    Guest: David Rosenberg, Chief Economist and Strategist, Gluskin Sheff. This week's Consuelo Mack WealthTrack features one of the few economists to foresee the global economic slowdown. Gluskin Sheff's David Rosenberg saw signs of trouble as chief economist at Merrill Lynch. Now back in his native Canada at Gluskin Sheff, he continues to warn about a prolonged slump with high unemployment in the developed world. Rosenberg tells Consuelo Mack what it means for investors and where to find growth despite a stagnant U.S. and Europe. [26 minutes]

  • Financial Thought Leaders: Tom Gallagher (#821)

    Guest: Tom Gallagher, Principal, The Scowcroft Group. Government policies have rarely been this important or influential in the economy and markets. The Street's longtime, number-one ranked Washington analyst Tom Gallagher joins Consuelo Mack for a rare interview. They discuss what to expect from the White House, Congress and the Federal Reserve, and what it means for your investments on this week's Consuelo Mack WealthTrack. [26 minutes]

  • Great Investors: Mark Holowesko (#822)

    Guest: Mark Holowesko, Founding Partner, Chief Executive Officer, Holowesko Partners Ltd. This week's Consuelo Mack WealthTrack features an exclusive interview with Sir John Templeton's successor. Mark Holowesko was just 27 years old when he took over the legendary Templeton funds in 1987, running them successfully for more than a decade before going out on his own. The Bahamian-based Holowesko explains how he is still applying the Templeton way and why he sees tremendous opportunities in today's markets. [26 minutes]

  • Financial Thought Leaders: Charles Ellis (#824)

    Guest: Charles Ellis, Founder, Greenwich Associates; Author, The Elements of Investing. Consuelo Mack interviews legendary financial consultant Charles Ellis, author of the investment classic Winning the Loser's Game and a new investment primer written with Princeton economist Burton Malkiel, The Elements of Investing. This week on WealthTrack, "Financial Thought Leader" Ellis offers basic rules to succeed in the financial markets. [26 minutes]

  • Great Investors: Chris Davis & David Winters (#825)

    Guests: Chris Davis, Chairman, Portfolio Manager, Davis Funds David Winters, Founder, Portfolio Manager, Wintergreen Fund. This week's Consuelo Mack WealthTrack features two "Great Investors" of the Ben Graham and Warren Buffett school of value investing. Chris Davis shares three generations of investment lessons he is applying at the Davis Funds in a WealthTrack exclusive interview and Wintergreen Fund's David Winters explains his market- and peer-beating global strategies. [26 minutes]

  • Financial Planning for the Little Guy (#826)

    Guests: Mark Cortazzo, Senior Partner, MACRO Consulting Group Sheryl Garrett, Founder, The Garrett Planning Network, Inc. On this week's Consuelo Mack WealthTrack, two blue chip financial advisors offer wealth-building advice for blue collar budgets. Sheryl Garrett of the Garrett Planning Network and Mark Cortazzo of MACRO Consulting Group discuss affordable financial services for the rest of us. [26 minutes]

  • Great Investors: Robert Kessler (#827)

    Robert Kessler, Founder and CEO of Kessler Investment Advisors, discusses U.S. Treasury bonds. [26 minutes]

  • Great Investors: 2012 Outlook (#828)

    Economist Ed Hyman and "Great Investor" Bob Doll discuss what they expect for the economy in 2012. [26 minutes]

  • Great Investors: Bond Power (#829)

    A conversation with two influential financial powerhouses, Dan Fuss and Peter Fisher. [26 minutes]

  • Alternative Investments" (#830)

    Phil DeMuth and John Hathaway discuss which alternative investments work and which don't. [26 minutes]

  • Great Investors: Donald Yacktman (#831)

    The values in the stock market are discussed with the founder and co-manager of the Yacktman Fund. [26 minutes]

  • Great Investors: Matthew McLennan (#832)

    The fund manager shares where he is finding value with less volatility for the First Eagle Funds now. [26 minutes]

  • Great Investors: Charles Royce (#833)

    Guest: Charles Royce, President, Co-Chief Investment Officer, The Royce Funds. This week Consuelo Mack WealthTrack presents an exclusive interview with legendary "Great Investor" Charles "Chuck" Royce, who pioneered investing in small company stocks with his Royce Pennsylvania Mutual Fund 40 years ago this year. He explains why high-quality small cap stocks are undervalued compared to large cap stocks right now and the advantages they offer to investors from the vantage points of portfolio diversity, international exposure and income -- three characteristics normally not associated with the small cap universe. [26 minutes]

  • Great Investors: David Darst (#834)

    Morgan Stanley's Chief Investment Strategist and asset allocation master shares his strategies. [26 minutes]

  • Financial Thought Leaders: Andrew Lo (#835)

    MIT professor Dr. Andrew Lo explains s how to manage your portfolio's risk in volatile times. [26 minutes]

  • Maximizing Social Security Benefits (#839)

    Financial planner Mary Beth Franklin shares tips for maximizing Social Security benefits. [26 minutes]

  • The Big Retirement Risk (#840)

    Financial planner Erin Botsford discusses her "lifestyle-driven" approach to investing. [26 minutes]

  • Great Investors Exclusive: Bill Miller & Paul McCulley, Part 1 (#841)

    Legg Mason's legendary fund manager Bill Miller and bond guru Paul McCulley are interviewed. [26 minutes]

  • Great Investors Exclusive: Bill Miller & Paul McCulley, Part 2 (#842)

    Legg Mason's legendary fund manager Bill Miller and bond guru Paul McCulley discuss investments. [26 minutes]

  • Dean Tenerelli (#843)

    T. Rowe Price's European Stock Fund manager explains why European stocks make sense now. [26 minutes]

  • Great Investors: Kathleen Gaffney (#844)

    Portfolio Manager Kathleen Gaffney is a bond investor who thinks stocks are the next best thing. [26 minutes]

  • Great Investors: Whitney George (#845)

    The Royce Funds' Co-Chief Investment Officer Whitney George specializes in small company stocks. [26 minutes]

  • Global Market Value Investors: Bernard Horn and John Dorfman (#846)

    Bernard Horn and John Dorfman discuss unusual opportunities they are finding in the global markets. [26 minutes]

  • Financial Thought Leaders: James Bianco (#847)

    James Bianco and his team at of Bianco Research challenge conventional Wall Street wisdom. [26 minutes]

  • Financial Thought Leaders: Jason Trennert (#848)

    Jason Trennert of Strategas Research Partners explains his concerns about the stock market. [26 minutes]

  • Great Investors: Donald Yacktman (#849)

    The Founder and Co-Manager of the Yacktman Fund has a history of spotting value in the stock market. [26 minutes]

  • Financial Thought Leaders: Andrew Lo (#850)

    Dr. Andrew Lo of AlphaSimplex Group. explains how to manage your portfolio's risk in volatile times. [26 minutes]

  • Investing In America (#851)

    Richard Bernstein and Billy Wilby discuss why the U.S. is the best place in the world to invest. [26 minutes]

  • Great Investors: Robert Kleinschmidt (#852)

    The Tocqueville Asset Management CEO reveals where his value approach is leading him to invest now. [26 minutes]

  • Impact Investing Opportunities, Part 1 (#901)

    Mary Jane McQuillen and Bill Paul reveal how to make a difference with your investments. [26 minutes]

  • Impact Investing Opportunities, Part 2 (#902)

    Investors Ingrid Dyott and Amy O'Brien share their strategies to match financial goals with values. [26 minutes]

  • Financial Thought Leaders: David Rosenberg (#903)

    Gluskin Sheff's Chief Economist and Strategist discusses what he sees in the financial future now. [26 minutes]

  • Financial Thought Leaders: Bob Doll (#904)

    BlackRock consultant Bob Doll explains why stocks will be the best investment of the next decade. [26 minutes]

  • Financial Thought Leaders: Francois Trahan (#905)

    The investment strategist explains why he expects stocks to reach new highs in the coming months. [26 minutes]

  • Great Investors: Robert Kessler (#906)

    Bond manager Robert Kessler still believes US Treasury bonds are the right choice for investors. [26 minutes]

  • Harmful Investment Fees: Charles Ellis & Mark Cortazzo (#907)

    Financial legend Charles Ellis and financial planner Mark Cortazzo discuss investment fees. [26 minutes]

  • Maximizing Social Security Benefits (#908)

    Retirement expert Mary Beth Franklin shares tips on how to get the most out of Social Security. [26 minutes]

  • The Big Retirement Risk (#909)

    Financial planner and author Erin Botsford discusses her "lifestyle-driven" approach to investing. [26 minutes]

  • Financial Thought Leaders: Niall Ferguson (#910)

    The financial historian and author discusses the decline of Western economic and political power. [26 minutes]

  • Global Financial Crisis (#911)

    John Lipsky discusses the turmoil in Europe, slowdown in China and what it means for investors. [26 minutes]

  • Financial Thought Leaders: David Darst (#912)

    Guest David Darst discusses the positive signs he's seeing in the US and global markets. [26 minutes]

  • Great Investors: Matthew McLennan (#913)

    The Portfolio Manager at First Eagle Funds discusses where in the world he's finding value now. [26 minutes]

  • Financial Thought Leaders: Tom Gallagher (#920)

    A post-election interview with top Washington analyst Tom Gallagher of The Scowcroft Group. [26 minutes]

  • Financial Thought Leaders: John C. Bogle (#921)

    Vanguard founder John C. Bogle discusses how investors can succeed despite Wall Street's problems. [26 minutes]

  • Impact Investing Opportunities, Part 1 (#922)

    Portfolio Manager Mary Jane McQuillen and energy analyst Bill Paul discuss impact investing. [26 minutes]

  • Financial Thought Leaders: Michael Mauboussin (#924)

    The Chief Investment Strategist explains the roles luck and skill play in investment success. [26 minutes]

  • Reducing Taxes (#925)

    Guests Robert Amodeo and Christine Benz suggest ways you can minimize the pain from the tax man. [26 minutes]

  • Global Opportunities (#926)

    Rupal Bhansali and David Rolley discuss where they are finding the best investment opportunities. [26 minutes]

  • Key Investment Decision (#927)

    Mark Cortazzo explains why cutting back on investment fees is the best way to insure higher returns. [26 minutes]

  • Charitable Investments (#928)

    Guests Doug Bauer and Jack Lund share advice on how to get the best return from your giving. [26 minutes]

  • 2013 Economy Exclusive, Part 1 (#929)

    Ed Hyman gives his assessment of the US economy, markets and investment opportunities for 2013. [26 minutes]

  • 2013 Economy Exclusive, Part 2 (#930)

    Ed Hyman and Dennis Stattman discuss how to invest this year and the biggest surprises for 2013. [26 minutes]

  • Financial Thought Leaders: Andrew Lo (#931)

    Andrew Lo, Professor of Finance and Hedge Fund Manager, discusses the sea change in the markets. [26 minutes]

  • Life Time Security (#932)

    Experts John Kim and Nick Sargen explore how to build financial security to last a lifetime. [26 minutes]

  • Bill Miller Exclusive (#933)

    Portfolio Manager and legendary value investor Bill Miller reveals where he is investing now. [26 minutes]

  • Great Investors: Mark Yockey (#935)

    Artisan International Fund's Portfolio Manager Mark Yockey discusses his contrarian picks. [26 minutes]

  • Financial Thought Leaders: John C. Bogle (#936)

    Investment great John C. Bogle discusses how investors can succeed despite Wall Street's problems. [26 minutes]

  • Financial Thought Leaders: Michael Mauboussin (#937)

    The Professor of Finance explains the important roles luck and skill play in investment success. [26 minutes]

  • Maximizing Social Security Benefits (#938)

    Mary Beth Franklin shares how to get the most out of social security. [26 minutes]

  • Great Investors: Mark Headley (#939)

    Asia investing pioneer Mark Headley will explain why this could be the year of China. [26 minutes]

  • Financial Thought Leaders: Robert Shiller (#940)

    Yale economist Robert Shiller shares his views and advice on the stock, bond and housing markets. [26 minutes]

  • Affording Your Retirement (#941)

    Strategies to protect your lifestyle, nest egg and portfolio through your golden years are shared. [26 minutes]

  • Great Investors: Ken Heebner (#942)

    Legendary portfolio manager Ken Heebner shares his contrarian views on the US economy and stocks. [26 minutes]

  • Great Investors: Ben Inker (#943)

    Ben Inker, co-head of GMO's Asset Allocation Team, explains why he is increasing GMO's cash levels. [26 minutes]

  • Great Investors: Charles Royce (#944)

    The Royce Fund's "Great Investor" shares his 40 years of lessons learned in the markets. [26 minutes]

  • Financial Thought Leaders: Charles Ellis (#945)

    Ellis shares 50 years of wisdom learned from advising firms and governments on where to invest. [26 minutes]

  • Best Dividends (#946)

    Robert Shearer of BlackRock Equity Dividend Fund explores why not all dividends are created equal. [26 minutes]

  • Great Investors: Robert Kleinschmidt (#947)

    The Tocqueville Fund portfolio manager discusses betting against the herd to stay ahead of it. [26 minutes]

  • Investing Globally (#948)

    Global investors Tim Hartch and William Priest reveal where they are finding opportunities now. [26 minutes]

  • Charitable Investments (#949)

    Two philanthropy thought leaders share advice on how to get the best return from your giving. [26 minutes]

  • Financial Thought Leaders: Robert Shiller (#950)

    Yale economist Robert Shiller shares his views and advice on the stock, bond and housing markets. [26 minutes]

  • Global Opportunities (#951)

    Brandywine Global Opportunities Bond Fund's "Great Investor" Stephen Smith is interviewed. [26 minutes]

  • Active Vs. Passive (#952)

    Financial planners Daniel Wallick and Gregg Fisher discuss active versus passive investing. [26 minutes]

  • Women, Investing & Retirement, Part 1 (#1001)

    Guests: Jewelle Bickford, Senior Strategist, GenSpring; Ami Forte, Managing Director, The Forte Group at Morgan Stanley. In part one of Consuelo Mack WealthTrack's two-part series on women, investing and retirement, Morgan Stanley's award-winning financial advisor Ami Forte and GenSpring's Senior Strategist Jewelle Bickford discuss why the traditional financial planning approach doesn't work for women. [26 minutes]

  • Women, Investing & Retirement Part, 2 (#1002)

    Guests: Erin Botsford, CEO, The Botsford Group; Mary Beth Franklin, Contributing Editor, InvestmentNews. In part two of Consuelo Mack WealthTrack's women, investing and retirement series, award-winning financial advisor Erin Botsford and retirement and social security expert Mary Beth Franklin discuss the kinds of financial products women need to have a secure retirement. [26 minutes]

  • New Investment Era (#1003)

    Guests: Richard Bernstein, CEO, CIO, Richard Bernstein Advisors LLC; Dan Fuss, Vice Chairman, Portfolio Manager, Loomis Sayles & Company. This week's Consuelo Mack WealthTrack explores a new investment era. If 30-plus years of falling interest rates are coming to an end, what are the new rules of investing? Loomis Sayles' legendary bond manager Dan Fuss and top-ranked strategist turned portfolio manager Richard Bernstein provide their contrarian answers. [26 minutes]

  • First Class Bargains (#1004)

    Guest: David Winters, Portfolio Manager, Wintergreen Fund. This week's Consuelo Mack WealthTrack explores first class merchandise at bargain prices. That's what "Great Investor" David Winters says he is finding in top companies across the globe. He explains why the opportunities for building wealth in global stock markets have never been better. [26 minutes]

  • The New Retirement Conversation (#1005)

    Guests: Mary Beth Franklin, Contributing Editor, InvestmentNews; Kimberly Lankford, Contributing Editor, Kiplinger's Personal Finance. This week's Consuelo Mack WealthTrack guides you through the new retirement conversation. With traditional pension funds rapidly disappearing, what are the new building blocks for a secure retirement? Personal finance experts Mary Beth Franklin and Kim Lankford discuss the essentials and explain why insurance could become the next big retirement tool. [26 minutes]

  • Affording Your Retirement (#1006)

    Guest: Harold Evensky, President, Evensky & Katz Wealth Management. This week's Consuelo Mack WealthTrack explores ways to afford your retirement. Award-winning financial planner Harold Evensky explains his strategies to protect your lifestyle, nest egg, and portfolio through your golden years. [26 minutes]

  • What It Takes (#1007)

    Guest: Charles Ellis, Founder, Greenwich Associates; Author, "What It Takes". This week's Consuelo Mack WealthTrack features an exclusive interview with "Financial Thought Leader" Charles Ellis about "what it takes" to be the best in the business. Ellis shares 50 years of wisdom learned from advising firms and governments on where to invest. [26 minutes]

  • Finding Global Value (#1008)

    Guests: David Darst, Chief Investment Strategist, Morgan Stanley Wealth Management; Peter Langerman, Chairman, CEO, Franklin Mutual Advisers, LLC; Co-Portfolio Manager, Mutual Global Discovery Fund. This week's Consuelo Mack WealthTrack explores where in the world you can find the highest quality businesses at bargain basement prices. Morgan Stanley's asset allocation star David Darst and Mutual Global Discovery Fund's Peter Langerman pick their favorite investment spots. [26 minutes]

  • Global Real Estate (#1009)

    Guests: Gregg Fisher, Founder, Chief Investment Officer, Gerstein Fisher; Jason Wolf, Lead Portfolio Manager, Third Avenue Real Estate Value Fund. This week's Consuelo Mack WealthTrack explores investment opportunities in global real estate. Jason Wolf of top-performing Third Avenue Real Estate Value Fund and award-winning wealth manager Gregg Fisher explain why they are buying properties overseas. [26 minutes]

  • Great Investors: John Bogle (#1010)

    Guest: John Bogle, Founder, Vanguard; President, Bogle Financial Markets Research Center. This week's Consuelo Mack WealthTrack features an interview with one of the investment greats! John C. Bogle, Vanguard founder, index fund creator and tireless advocate for the little guy, discusses how investors can succeed despite Wall Street's problems. [26 minutes]

  • Great Investors: Robert Kessler (#1011)

    Guest: Robert Kessler, Founder, CEO, The Kessler Companies. This week's Consuelo Mack WealthTrack explores the case for bonds. "Great Investor" Robert Kessler explains why moving out of bonds could be a big investment mistake. [26 minutes]

  • Macro Matters (#1012)

    Guests: Nancy Lazar, Co-Founder and Economist, Cornerstone Macro Francois Trahan, Co-Founder and Head of Portfolio Strategy, Cornerstone Macro. This week's Consuelo Mack WealthTrack features a TV first with a new macro research team. Cornerstone Macro's top-ranked economist Nancy Lazar and investment strategist Francois Trahan on the big trends they see that will move markets. [26 minutes]

  • Bond Bets (#1013)

    Guest: Kathleen Gaffney, Portfolio Manager, Eaton Vance Bond Fund. With interest rates rising and bond prices falling, is this any time to launch a bond fund? Consuelo Mack WealthTrack "Great Investor" Kathleen Gaffney says "yes" and explains what she is doing with the new Eaton Vance Bond Fund. [26 minutes]

  • Financial Crisis? (#1014)

    Guest: Matthew McLennan, Portfolio Manager, First Eagle Global Fund. This week's Consuelo Mack WealthTrack questions whether the global financial crisis is really over. First Eagle Fund's Matthew McLennan believes the return to normalcy is a mirage and explains the steps he is taking to protect his investors. [26 minutes]

  • Great Investors Exclusive: Richard Freeman (#1015)

    Guest: Richard Freeman, Co-Portfolio Manager, ClearBridge Aggressive Growth Fund. This week's Consuelo Mack WealthTrack features an exclusive interview with "Great Investor" Richard Freeman who is celebrating his 30th anniversary at the helm of the ClearBridge Aggressive Growth Fund, which has beaten the market and competition for decades. [26 minutes]

  • Seismic Investment Shift! (#1016)

    Guest: David Rosenberg, Chief Economist and Strategist, Gluskin Sheff. This week's Consuelo Mack WealthTrack reveals a seismic shift for investors. Influential economist and strategist David Rosenberg explains why he now believes the era of low inflation is over and the changes it will bring to the economy and markets. [26 minutes]

  • Dirty Words of Finance (#1017)

    Guest: Cliff Asness, Managing and Founding Principal, AQR Capital Management. This week's "Consuelo Mack WealthTrack," features a rare interview with "Financial Thought Leader" Cliff Asness of AQR Capital Management, a global investment management firm which runs hedge funds, mutual funds and a diversified collection of investment strategies. Asness discusses the three "dirty words" of finance and how investors can get back to "clean" investing principles. [26 minutes]

  • Martin Whitman Exclusive (#1018)

    Guest: Martin Whitman, Founder and Chairman, Third Avenue Management. This week's Consuelo Mack WealthTrack features an exclusive TV interview with legendary deep value investor Martin Whitman, Founder and Chairman of Third Avenue Management. In Anchor Consuelo Mack's interview, Whitman takes on Congressional and Wall Street ignorance about debt and credit worthiness. His view: They just don't get it! [26 minutes]

  • Great Investor Turns Cautious (#1019)

    Guest: Donald Yacktman, Founder, Portfolio Manager, Yacktman Fund. This week's Consuelo Mack WealthTrack features an interview with "Great Investor" Donald Yacktman of The Yacktman Funds, who is becoming more cautious. Yacktman has delivered top performance for more than two decades by staying true to his investment process, but adapting to market conditions. He explains what he is changing now. [26 minutes]

  • Socially Responsible Investing (#1020)

    Guest: Barbara Krumsiek, CEO, Calvert Investments, Inc. More money is flowing into Socially Responsible Investment funds than ever before. This week's Consuelo Mack WealthTrack features Calvert Investment's CEO and industry thought leader Barbara Krumsiek, who explains why. [26 minutes]

  • Mutual Fund Shakeups (#1021)

    Guests: Christine Benz, Director of Personal Finance, Senior Columnist, Morningstar, Inc.; Russel Kinnel, Director of Mutual Fund Research, Editor of "Morningstar FundInvestor," Morningstar, Inc. This week's Consuelo Mack WealthTrack looks at major changes in the mutual fund industry. Investors are deserting actively managed funds for passive ones and fleeing bond funds for other sources of income. In their first joint television appearance, two Morningstar veterans -- Christine Benz, Director of Personal Finance and Russel Kinnel, Director of Mutual Fund Research -- tell us what it all means for investors and their funds. [26 minutes]

  • Income Shift (#1022)

    Guest: Mark Freeman, Portfolio Manager, Westwood Income Opportunity Fund. This week's Consuelo Mack WealthTrack explores ways to find income in a low yield world without taking on too much risk. One of Morningstar's favorite fund managers, Westwood Income Opportunity Fund's Mark Freeman, explains why he is moving out of bonds and into stocks. [26 minutes]

  • Active Vs. Passive (#1023)

    Gregg Fisher, Chief Investment Officer, Gerstein Fisher; Daniel Wallick, Principal, Investment Strategy Group, Vanguard. This week's Consuelo Mack WealthTrack tackles the active versus passive investing debate. Which strategy is best for you? Vanguard's Daniel Wallick and award-winning financial planner Gregg Fisher argue the pros and cons. [26 minutes]

  • Women, Investing & Retirement Part 2 (#1024)

    Guests: Erin Botsford, CEO, The Botsford Group; Mary Beth Franklin, Contributing Editor, InvestmentNews. In part two of Consuelo Mack WealthTrack's women, investing and retirement series, award-winning financial advisor Erin Botsford and retirement and social security expert Mary Beth Franklin discuss the kinds of financial products women need to have a secure retirement. [26 minutes]

  • Minimizing Tax Pain (#1025)

    Guests: Mark Cortazzo, Senior Partner, MACRO Consulting; Alexandra Lebenthal, President & CEO, Lebenthal Holdings. A combination of new federal laws and stock market gains mean many Americans are facing much higher tax bills. Financial advisors Alexandra Lebenthal and Mark Cortazzo help minimize the pain this week on Consuelo Mack WealthTrack. [26 minutes]

  • Fed Centennial Special (#1026)

    Guests: James Grant, Founder & Editor, "Grant's Interest Rate Observer"; Richard Sylla, Henry Kaufman Professor of the History of Financial Institutions and Markets, Stern School of Business, New York University. Is the 100th anniversary of the creation of the Federal Reserve (December 23, 1913) a cause for celebration or condemnation? Two financial historians James Grant and Richard Sylla debate the benefits and dangers of the Fed on this week's Consuelo Mack WealthTrack. [26 minutes]

  • Consistent Great Investor (#1027)

    Guest: Brian Rogers, Portfolio Manager, T. Rowe Price Equity Income Fund. This week's Consuelo Mack WealthTrack features a rare interview with T. Rowe Price Equity Income fund's long-time Portfolio Manager Brian Rogers on why caution is his guiding principal in today's market. [26 minutes]

  • Great Value Investors (#1028)

    Guests: Tom Russo, Partner, Gardner Russo & Gardner; Wallace Weitz, President, Portfolio Manager, Weitz Funds. This week's Consuelo Mack WealthTrack features a rare get-together with two value investors who have outstanding track records: Weitz Funds' Wally Weitz and investment advisor Tom Russo discuss the different places each is finding value, and why Warren Buffet is their investment hero. [26 minutes]

  • Legendary Investors' Predictions (#1029)

    Guests: Ed Hyman, Chairman, ISI Group; Bill Miller, Portfolio Manager, Legg Mason Opportunity Trust. This week Consuelo Mack WealthTrack features two investment legends in an exclusive television interview: ISI Group's Ed Hyman, Wall Street's number one-ranked economist for 34 years running is joined by Legg Mason's history-making portfolio manager Bill Miller to discuss their top investment forecasts and strategies for 2014. [26 minutes]

  • Legendary Investors' Predictions Part 2 (#1030)

    Guests: Ed Hyman, Chairman, ISI Group; Bill Miller, Portfolio Manager, Legg Mason Opportunity Trust. This week Consuelo Mack WealthTrack features part two of its exclusive television interview with Wall Street legends Ed Hyman and Bill Miller. Where do both pros think there is the most money to be made this year? Hyman gives his "one free pass" for investors and Miller shares his two "no brainers." [26 minutes]

  • Great Investor Thinking Big (#1031)

    Guest: Charlie Dreifus, Portfolio Manager Royce Special Equity Multi-Cap Fund. This week's Consuelo Mack WealthTrack features a "Great Investor" who has made his name investing in small company stocks. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds, explains why he now favors large companies and discusses why big is better in today's markets. [26 minutes]

  • Fund Manager of the Year Daniel O'keefe (#1032)

    Guest: Daniel O'Keefe, Portfolio Manager, Artisan International Value, Artisan Global Value funds. This week's Consuelo Mack WealthTrack features a rare interview with the 2013 and 2008 Morningstar International Stock Fund Manager of the Year. Portfolio Manager Daniel O'Keefe explains how his Artisan International Value and Artisan Global Value funds trounce the competition and the market in both bull and bear markets. [26 minutes]

  • Emerging Market Opportunities (#1033)

    Guests: Teresa Kong, Lead Portfolio Manager, Matthews Asia Strategic Income Fund; Peter Marber, Head of Emerging Markets Investments, Loomis Sayles & Company. This week's Consuelo Mack WealthTrack explores opportunities in emerging markets. Investors are fleeing them, but this week's guests, Teresa Kong of Matthews Asia and Peter Marber of Loomis Sayles, say not all emerging markets are the same. [26 minutes]

  • Investing In Muni Bonds (#1034)

    Guests: Robert Amodeo, Head of Municipals, Western Asset Management; Robert DiMella, Co-Head, MacKay Municipal Managers. This week's Consuelo Mack WealthTrack focuses on the rising appeal of municipal bonds. Despite some negative headlines, top fund managers Robert Amodeo of Western Asset Management and Robert DiMella of MacKay Municipal Managers say there are opportunities to be had in munis. [26 minutes]

  • Financial Thought Leaders: Robert Shiller (#1035)

    On this week's Consuelo Mack WealthTrack: Nobel Prize winning Yale economist, Robert Shiller discusses the importance of psychology in the markets and what it's telling him now. Guest: Robert Shiller; Sterling Professor of Economics, Yale University; Professor of Finance, Yale School of Management; Author, Finance and the Good Society. [26 minutes]

  • The New Retirement Conversation (#1036)

    Guests: Mary Beth Franklin, Contributing Editor, InvestmentNews; Kimberly Lankford, Contributing Editor, Kiplinger's Personal Finance. This week's Consuelo Mack WealthTrack guides you through the new retirement conversation. With traditional pension funds rapidly disappearing, what are the new building blocks for a secure retirement? Personal finance experts Mary Beth Franklin and Kim Lankford discuss the essentials and explain why insurance could become the next big retirement tool. [26 minutes]

  • Global Real Estate (#1037)

    Guests: Gregg Fisher, Founder, Chief Investment Officer, Gerstein Fisher; Jason Wolf, Co-Lead Portfolio Manager, Third Avenue Real Estate Value Fund. This week's Consuelo Mack WealthTrack explores investment opportunities in global real estate. Jason Wolf of top-performing Third Avenue Real Estate Value Fund and award-winning wealth manager Gregg Fisher explain why they are buying properties overseas. [26 minutes]

  • Fed Centennial Special (#1038)

    Guests: James Grant, Founder & Editor, "Grant's Interest Rate Observer"; Richard Sylla, Henry Kaufman Professor of the History of Financial Institutions and Markets, Stern School of Business, New York University. Is the 100th anniversary of the creation of the Federal Reserve (December 23, 1913) a cause for celebration or condemnation? Two financial historians James Grant and Richard Sylla debate the benefits and dangers of the Fed on this week's Consuelo Mack WealthTrack. [26 minutes]

  • Great Income Investor: Edward Perks (#1039)

    Guest: Edward Perks, Director of Portfolio Management, Franklin Equity Group; Portfolio Manager, Franklin Income Fund. A reliable and decent source of income is hard to find, but this week's Consuelo Mack WealthTrack guest runs the Franklin Income Fund, which has been paying a monthly dividend since 1948. "Great Investor" Edward Perks reveals where he is finding the best income now. [26 minutes]

  • Great Value Investor: David Winters (#1040)

    Guest: David Winters, Founder, Portfolio Manager, The Wintergreen Fund. This week's Consuelo Mack WealthTrack features "Great Investor" David Winters of the Wintergreen Fund, who says there are excellent values to be found in global blue chips. [26 minutes]

  • Greatest Financial Challenges (#1041)

    Guests: Jonathan Clements, Columnist, The Wall Street Journal; Jason Zweig, "The Intelligent Investor" columnist, The Wall Street Journal. This week's Consuelo Mack WealthTrack features Jonathan Clements and Jason Zweig, two top personal finance journalists both now at The Wall Street Journal, who tackle the three greatest financial challenges facing Americans. [26 minutes]

  • Fundamental Differences (#1042)

    Guest: Robert Arnott, Chairman, Research Affiliates. This week's Consuelo Mack WealthTrack asks: is there such thing as a better mouse trap? "Financial Thought Leader" Robert Arnott, chairman of Research Affiliates, says he has created a better alternative to traditional index funds with his fundamental index approach. [26 minutes]

  • Financial Legend Ken Heebner (#1043)

    Guest: Ken Heebner, Portfolio Manager, CGM Focus Fund. This week's Consuelo Mack WealthTrack explains why Ukraine developments matter to investors and the contrarian opportunities in the market with CGM Focus Fund's "Great Investor" and legendary stock picker Ken Heebner. [26 minutes]

  • Small Company Stock Pioneer Chuck Royce (#1044)

    Guest: Chuck Royce, Director of Investments, Portfolio Manager, The Royce Funds. This week's Consuelo Mack WealthTrack features an exclusive TV interview with "Great Investor" and small cap pioneer Chuck Royce, who explains why a market correction is in our future and why quality companies will lead coming out of it. [26 minutes]

  • Financial Though Leader Andrew Lo (#1045)

    Guest: Andrew Lo, Professor of Finance, MIT Sloan School of Management; Head of MIT's Laboratory for Financial Engineering; Chairman and Chief Investment Strategist, Alpha Simplex. This week's Consuelo Mack WealthTrack answers: what can investors do to avoid making bad decisions? "Financial Thought Leader" and MIT Professor Andrew Lo explains his latest research on "artificial stupidity!" [26 minutes]

  • Christopher Davis: Third Generation Investor (#1046)

    [26 minutes]

  • Great Investor Chuck Akre (#1047)

    [26 minutes]

  • Great Investor Steven Romick (#1048)

    [26 minutes]

  • A Small Cap Investor Thinks Big (#1049)

    [26 minutes]

  • Mutual Fund Shakeups (#1050)

    [26 minutes]

  • Global Bond Investor (#1051)

    [26 minutes]

  • Energy Financial Thought Leader (#1052)

    [26 minutes]

  • Women's Financial Future (#1101)

    [26 minutes]

  • Robert Kessler: Great Investor (#1102)

    [26 minutes]

  • Steven Leuthold: Contrarian Investor (#1103)

    [27 minutes]

  • Bob Doll: Financial Thought Leader (#1104)

    [27 minutes]

  • Rising Investment Risks (#1105)

    [27 minutes]

  • Financial Thought Leader Jason Trennert (#1106)

    [26 minutes]

  • Greatest Financial Challenges (#1107)

    [26 minutes]

  • Fundamental Differences (#1108)

    [26 minutes]

  • Dynamic Value Duo (#1109)

    [26 minutes]

  • Episode #1110

    [26 minutes]

  • Episode #1111

    [26 minutes]

  • Episode #1112

    [26 minutes]

  • Episode #1113

    [26 minutes]

  • Episode #1114

    [26 minutes]

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