CONSUELO MACK WEALTHTRACK Season 21
#2101: 20th Anniversary Investment Perspective
Guest: Richard Bernstein, Chief Investment Officer, Richard Bernstein Advisors
On this week’s Consuelo Mack WealthTrack: Influential strategist Richard Bernstein reflects on the most successful investment themes of the last 20 years.
#2102: 20 Years of Market Lessons
Guest: Richard Bernstein, Chief Investment Officer, Richard Bernstein Advisors
On this week’s Consuelo Mack WealthTrack: Noted strategist and asset allocator Richard Bernstein shares the most important investment lessons learned from the markets in the 20 years since WealthTrack’s launch in Part 2 of his interview.
#2103: Bitcoin Goes Mainstream
Guest: Matthew Hougan, Chief Investment Officer, Bitwise Asset Management
On this week’s Consuelo Mack WealthTrack: 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.
#2104: A Century of Mutual Funds
Guest: Russel Kinnel, Director of Manager Research, Morningstar Research Services
On this week’s Consuelo Mack WealthTrack: As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar’s mutual fund maven, Russel Kinnel.
#2105: Social Security’s Future
Guest: Mary Beth Franklin, Social Security Expert
On this week’s Consuelo Mack WealthTrack: Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits.
#2106: Berkshire Beyond Buffet
Guest: Lawrence Cunningham, Author, Berkshire Beyond Buffett
On this week’s Consuelo Mack WealthTrack: What will change, what won’t if Warren Buffet is no longer at Berkshire Hathaway?
#2107: Fixing Retirement Uncertainty
Guest: Teresa Ghilarducci, Author, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy
On this week’s Consuelo Mack WealthTrack: Influential labor economist Teresa Ghilarducci on why working longer is not a retirement solution.
#2108: Quality Bubble
Guest: Whitney Tilson, Editor & Lead Analyst, Stansberry’s Investment Advisory newsletter
On this week’s Consuelo Mack WealthTrack: Influential newsletter editor and former hedge fund manager Whitney Tilson sees signs of a bubble in high quality stocks.
#2109: Great Investor’s Retirement Portfolio
Guest: William “Bill” Wilby, Former Portfolio Manager, Oppenheimer Global Fund (#1 Global Fund during his 12-year tenure)
On this week’s Consuelo Mack WealthTrack: Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis, but he actively manages his retirement portfolio the old-fashioned way by picking stocks. He shares his current strategy exclusively with WealthTrack.
#2110: Risks We Miss
Guest: Jonathan Clements, Founder & Editor, HumbleDollar
On this week’s Consuelo Mack WealthTrack: Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life.
#2111: Great Investor Lessons
Guest: Whitney Tilson, Editor & Lead Analyst, Stansberry’s Investment Advisory newsletter
On this week’s Consuelo Mack WealthTrack: Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman.
#2112: Artificial Intelligence Potential
Guest: Dominic Rizzo, Portfolio Manager, T. Rowe Price Global Technology Fund
On this week’s Consuelo Mack WealthTrack: AI could be the biggest productivity enhancer since electricity, says T. Rowe Price’s Dominic Rizzo.
#2113: Legendary Strategist Outlook
Guest: Abby Joseph Cohen, Professor of Business, Columbia Business School
On this week’s Consuelo Mack WealthTrack: Abby Joseph Cohen once moved markets as Goldman Sachs’s U.S Investment Strategist. She now shares her economic and financial wisdom with business school students, Barron’s annual roundtable and us in the first of a two part interview.
#2114: Global Disruptions
Guest: Abby Joseph Cohen, Professor of Business, Columbia Business School
On this week’s Consuelo Mack WealthTrack: Financial thought leader Abby Joseph Cohen reflects on the disruptive events of the past 20 years that have had the biggest impact on the global economy and financial markets.
#2115: How to Retire – Part 1
Guest: Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar
On this week’s Consuelo Mack WealthTrack: #2115 Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning in Part 1 of our interview on her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
#2116: How to Retire – Part 2
Guest: Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar
On this week’s Consuelo Mack WealthTrack: In Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru focuses on key financial lessons for retirement after discussing the important non-financial aspects in Part 1.
#2117: Risks We Miss
Guest: Jonathan Clements, Founder & Editor, HumbleDollar
On this week’s Consuelo Mack WealthTrack: Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life.
#2118: Expensive Market
Guest: Bob Doll, CEO, Chief Investment Officer & Portfolio Manager, Crossmark Global Investments
On this week’s Consuelo Mack WealthTrack: Veteran strategist and fund manager Bob Doll on investing in what he calls a “high risk, momentum-driven bull market.” This is the first of a two-part interview featuring this guest.
#2119: Dynamic Market Investing
Guest: Bob Doll, CEO, Chief Investment Officer & Portfolio Manager, Crossmark Global Investments
On this week’s Consuelo Mack WealthTrack: Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career.
This is the second of a two-part interview featuring this guest.
#2120: Timeless Wisdom
Guest: Jason Zweig, Editor, 75th anniversary edition of The Intelligent Investor by Benjamin Graham
On this week’s Consuelo Mack WealthTrack: On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless and still timely wisdom of what Warren Buffett calls “the best book on investing ever written.”
#2121: Intelligent Investor Rules
Guest: Jason Zweig, Editor, 75th anniversary edition of The Intelligent Investor by Benjamin Graham
On this week’s Consuelo Mack WealthTrack: Jason Zweig, editor of the 75th anniversary edition of The Intelligent Investor, shares Benjamin Graham’s classic rules for successful investing.
#2122: How to Retire – Part 1
Guest: Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar
On this week’s Consuelo Mack WealthTrack: Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning in Part 1 of our interview on her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
#2123: How to Retire – Part 2
Guest: Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar
On this week’s Consuelo Mack WealthTrack: In Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru focuses on key financial lessons for retirement after discussing the important non-financial aspects in part 1.
#2124: Fears of a Great Investor
Guest: David Giroux, Portfolio Manager, T. Rowe Price Capital Appreciation Fund
On this week’s Consuelo Mack WealthTrack: Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.
#2125 - Investing in a High Risk World
Guest: Matthew McLennan, Portfolio Manager, First Eagle Global Fund
On this week’s Consuelo Mack WealthTrack: First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world.
#2128: Fears of a Great Investor
Guest: David Giroux, Portfolio Manager, T. Rowe Price Capital Appreciation Fund
On this week’s Consuelo Mack WealthTrack: Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.
#2129: Great Investor Perspective
Guest: David Giroux, Portfolio Manager, T. Rowe Price Capital Appreciation Fund
On this week’s Consuelo Mack WealthTrack: Acclaimed portfolio manager David Giroux discusses what he has learned about investing—what works and what doesn’t—while running his five-star, gold-rated T. Rowe Price Capital Appreciation Fund since 2006.
#2130: 2025 Major Investment Themes
Guest: Jason De Sena Trennert, Chief Investment StrategistStrategas, a Baird Company
On this week’s Consuelo Mack WealthTrack: Strategas’ Chief Investment Strategist, Jason Trennert, has a long track record of calling major investment themes. He shares his predictions for 2025.
#2131: Lament of a Bear
Guest: David Rosenberg, Founder & President, Rosenberg Research & Associates
On this week’s Consuelo Mack WealthTrack: Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing his bearish outlook.
#2132: Influential Contrarian – Part 2
Guest: David Rosenberg, Founder & President, Rosenberg Research & Associates
On this week’s Consuelo Mack WealthTrack: Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead.
#2133: Rethinking Investing
Guest: Charles D. Ellis, Author, Rethinking Investing: A Very Short Guide to Very Long-Term Investing
On this week’s Consuelo Mack WealthTrack: “Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.
#2134: Social Security’s Future
Guest: Mary Beth Franklin, Social Security Expert
On this week’s Consuelo Mack WealthTrack: Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits.
#2135: A Century of Mutual Funds
Guest: Russel Kinnel, Director of Manager Research, Morningstar Research Services
On this week’s Consuelo Mack WealthTrack: As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russel Kinnel.
#2136: Great Investor Perspective
Guest: David Giroux, Portfolio Manager, T. Rowe Price Capital Appreciation Fund
On this week’s Consuelo Mack WealthTrack: Acclaimed portfolio manager David Giroux discusses what he has learned about investing—what works and what doesn’t—while running his five-star, gold-rated T. Rowe Price Capital Appreciation Fund since 2006.
#2137: Great Investor Lessons
Guest: Whitney Tilson, Editor & Lead Analyst, Stansberry’s Investment Advisory newsletter
On this week’s Consuelo Mack WealthTrack: Former fund manager-turned-financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger, and Bill Ackman.
#2138: Trumped Markets
Guest: Edward Yardeni, President, Chief Investment Strategist, Yardeni Research
On this week’s Consuelo Mack WealthTrack: Trump tariffs are upending financial markets, causing influential economist and strategist Ed Yardeni to turn from bullish to cautious.
#2139: Resilient Markets
Guest: Edward Yardeni, President, Chief Investment Strategist, Yardeni Research
On this week’s Consuelo Mack WealthTrack: Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happens in Washington and around the world.
#2140: Zero Stocks
Guest: Robert Kessler, Veteran U.S. Treasury Bond Manager (retired)
On this week’s Consuelo Mack WealthTrack: Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s "stocks for the long term" mantra. He explains why he is completely out of stocks in his personal portfolio—and why you should consider doing the same.
#2141: Risk Management
Guest: Mark Cortazzo, Award-Winning Financial Advisor
On this week’s Consuelo Mack WealthTrack: Managing investment risk has never been more important. Award-winning financial advisor Mark Cortazzo shares his strategies for avoiding, transferring and mitigating market risk to avoid permanent losses.
#2142: Volatility Opportunities
Guest: Mary Ellen Stanek, Founder, Chief Investment Officer Emeritus, Baird Advisors
On this week’s Consuelo Mack WealthTrack: Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advice to investors on handling unsettling markets.
#2143: Global Shocks
Guest: Nicholas Sargen, Senior Economic Advisor, Fort Washington Investment Advisors
On this week’s Consuelo Mack WealthTrack: “Global Shocks” author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and financial markets.
#2144: Global Financial Stress
Guest: John Lipsky, Senior Fellow, Foreign Policy Institute, Johns Hopkins School for Advanced International Studies
On this week’s Consuelo Mack WealthTrack: 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.
#2145: Byrne: Great Investor Perspective
Guest: Susan Byrne, Director Emerita, Westwood Holdings Group (WHG)
On this week’s Consuelo Mack WealthTrack: 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.
#2146: Great Investor Warnings
Guest: Jeremy Grantham, Co-Founder, GMO
On this week’s Consuelo Mack WealthTrack: 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.
#2147: Contrarian Investor
Guest: John Montgomery, CEO, Portfolio Manager, Founder, Bridgeway Capital Management
On this week’s Consuelo Mack WealthTrack: Bridgeway Small-Cap Value Fund's John Montgomery has delivered positive, benchmark-beating returns over the fund's 20+ year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy.
#2148: Rethinking Investing
Guest: Charles D. Ellis, Author, Rethinking Investing: A Very Short Guide to Very Long-Term Investing
On this week’s Consuelo Mack WealthTrack: “Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.
#2149: Zero Stocks
Guest: Robert Kessler, Veteran U.S. Treasury Bond Manager (retired)
On this week’s Consuelo Mack WealthTrack: Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s "stocks for the long term" mantra. He explains why he is completely out of stocks in his personal portfolio—and why you should consider doing the same.
#2150: Risk Management
Guest: Mark Cortazzo, Award-Winning Financial Advisor
On this week’s Consuelo Mack WealthTrack: Managing investment risk has never been more important. Award-winning financial advisor Mark Cortazzo shares his strategies for avoiding, transferring and mitigating market risk to avoid permanent losses.
#2151: Ferguson: Economic Damage
Guest: Niall Ferguson, Senior Fellow, Hoover Institution, Stanford University
On this week’s Consuelo Mack WealthTrack: Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets.