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WealthTrack Episodes

Consuelo Mack,  The host of WealthTrack (PBS),     

Mack lacks the big personality style of a Jim Cramer or a Suze Orman, but that suits her show perfectly - substance. Cramer may entertain, but Consuelo Mack invites the best minds in money to sit down and share their collective wisdom.enlightened

WealthTrack believes that the key to successful long-term investing is diversification and intelligent asset allocation. The goal is to help viewers build and protect their wealth and all of the investments they care about: financial, real estate, art, and collectibles.  Take advantage of these informative discussions with seasoned professionals.

Please click on WATCH NOW… below to view recent episodes (there may be a short sponsor note at start).

The information being provided is strictly as a courtesy.  When you click on a link you are leaving this site and assume total responsibility and risk for your use of the sites you are linking to.  Our company makes no representation as to the completeness or accuracy of information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, or programs made available through this site.

  

RICHARD FREEMAN – A GREAT INVESTOR EXCLUSIVE!                 October 4, 2013             WATCH NOW…

Great Investor Richie Freeman has co-managed the ClearBridge Aggressive Growth Fund since its inception 30 years ago. Twice nominated for Morningstar’s Domestic Fund Manager of the Year award, Freeman has been fascinated by the stock market since the age of 13, when he started watching the ticker at a local brokerage firm after school.  His admitted obsession with stocks has paid off. ClearBridge Aggressive Growth has delivered market and peer beating results over the decades and is now ranked in the top percentiles for the last one, three and five year periods. In this WEALTHTRACK exclusive, Freeman describes his unusual highly concentrated, low turnover approach to investing.

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MATT MCLENNAN: THE “MIRAGE” RECOVERY                                September 27, 2013        WATCH NOW…

Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement. McLennan, whom we have identified as a Next Generation Great Investor, runs the five-star rated First Eagle Global Fund, which he took over from legendary value investor Jean Marie Eveillard five years ago in the midst of the financial crisis. McLennan calls the widely believed “return to normalcy” that we are experiencing a “Keynesian mirage.”

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ROBERT SHILLER: REVISITING A CONVERSATION WITH

                                  A MARKET BUBBLES EXPERT                       August 26, 2011                 WATCH NOW...


Financial Thought Leader and Yale economist Robert Shiller. He predicted the bursting of the tech and housing bubbles. What does this visionary behavioral economist, author and market innovator see in our future now?

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KATHLEEN GAFFNEY – BOND BETS!                                             September 20, 2013           WATCH NOW…

Federal Reserve Chairman, Ben Bernanke,  surprised everyone this week by announcing that the Fed would not stop its quantitative easing as Bernanke hinted he would do by the end of the year.  The announcement sent the stock markets to new highs.  Critics say the Fed is sending investors too many mixed messages.

Is this any time to launch a new bond fund?   This week’s Great Investor guest thinks so! Kathleen Gaffney co-managed the legendary Loomis Sayles Bond Fund with bond giant Dan Fuss and branched off this past year to launch the Eaton Vance Bond Fund and serves as the firm’s Co-Director of Investment Grade Income. Gaffney will discuss how she’s positioning the Eaton Vance Bond Fund for the turbulent times ahead.

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LAZAR & TRAHAN: MACRO MATTERS                                               September 13, 2013        WATCH NOW…

Even the most hard-core stock pickers on Wall Street watch out for big picture events that can move markets.  But which macro events matter most? Fed “tapering”? The slowdown in China? The housing recovery? Two investment research stars will be exclusively on WEALTHTRACK this week:  Nancy Lazar and François Trahan both left their previous firms to become founding partners in Cornerstone Macro, devoted solely to macro economics, policy and strategy.  What they identify as the next emerging market will surprise you!

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ROBERT KESSLER – IN DEFENSE OF BONDS                                   September 6, 2013           WATCH NOW…

It is now accepted wisdom on Wall Street that the great bond rally of the past 30 years is over and that we have entered a new era of higher interest rates.  Not so fast says this week’s  Great Investor guest,  Robert Kessler.  He points out we have had many false alarms about economic growth and central bank tightening over the last 6 years only to see interest rates retreat again. Kessler has correctly defended the value of U.S. Treasuries in particular against Wall Street naysayers for more than a decade. So before you follow the stampede out of bonds you might want to listen to his defense of bonds.

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 GLOBAL INVESTMENT TRENDS AND STRATEGIES                        August 16, 2013                 WATCH NOW…

 In recent years, having a home bias has paid off for investors- American stock markets have outperformed other developed markets and trounced the losses in many emerging markets- but will it continue to do so? Two global investment pros, David Darst of Morgan Stanley and Peter Langerman of the Mutual Global Discovery Fund, will discuss where you can find the highest quality businesses at bargain basement prices.

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DIVERSIFYING WITH THE PROS                                                    August 16, 2013                      WATCH NOW…

David Darst and Peter Langerman tell us how they’re staying diversified in their personal portfolios.

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ELLIS’ SECRETS TO INVESTMENT SUCCESS                                    August 9, 2013                     WATCH NOW…

An exclusive interview with Financial Thought Leader Charles Ellis about “what it takes” to be the best in the business. Ellis shares fifty years of wisdom learned from advising firms and governments on where to invest. Charles Ellis discusses what to look for in the firms you place your trust in.

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THE NEW RETIREMENT CONVERSATION                                        July 26, 2013                       WATCH NOW…

What’s the “new” conversation we should be having about retirement income? Mary Beth Franklin of Investment News and Kimberly Lankford of Kiplinger’s Personal Finance, tell us how the typical approach changed and the new tools we should use for guaranteed income that lasts a lifetime.

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Maxing out Retirement Savings                                                      July 25, 2013                        WATCH NOW…

Retirement Pros, Mary Beth Franklin of Investment News and Kimberly Lankford of Kiplinger’s Personal Finance, tell us how they have maximized their personal retirement savings.

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DAVID WINTERS: FIRST CLASS MERCHANDISE AT BARGAIN PRICES!      July 19, 2013             WATCH NOW

Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category.
 
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THE KEY ROLE OPTIMISM PLAYS IN INVESTMENT SUCCESS            July 19, 2013                       WATCH NOW…

David Winters, Portfolio Manager and founder of the Wintergreen Fund describes the key role optimism plays in investment success.

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WOMEN, INVESTING AND RETIREMENT, PART ONE                           June 28, 2013                       WATCH NOW…

American women control $8 trillion in assets, yet the traditional wealth management approach doesn’t necessarily work for women’s needs. In the first of our two part series on Women, Investing and Retirement, Consuelo speaks with Morgan Stanley’s award-winning financial advisor, Ami Forte, and GenSpring’s Senior Strategist, Jewelle Bickford on how women can start taking ownership of their financial power.

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WOMEN, INVESTING AND RETIREMENT, PART TWO                          July 5, 2013                           WATCH NOW…

Whether you are male or female, everyone worries about running out of retirement savings.  Women worry about becoming bag ladies in their old age and men focus too much on performance numbers, which isn’t always the best way to plan for the future.  Our two guests on WEALTHTRACK this week, Mary Beth Franklin, part of our WEALTHTRACK brain trust and a contributing editor for InvestmentNews, and Erin Botsford, founder and CEO of the Botsford Group, will answer a lot of questions about retirement and why women are so different from men in their approach to planning for the so-called “Golden Years”.

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