Best Charlie Tilson Podcasts (2024)

1
Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman 25:50

2d ago25:50

25:50

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman. WEALTHTRACK episode 2111, broadcast on Sept. 13, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support…

1
Terminal cancer was not part of Jonathan Clements’ financial plan. He shares his lessons learned. 25:47

8d ago25:47

25:47

Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life. WEALTHTRACK episode 2110 broadcast on September 6, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Legendary global investor Bill Wilby exclusively shares his current retirement portfolio strategy 25:54

15d ago25:54

25:54

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. WEALTHTRACK episode 2109 broadcast on August 30, 2024 --- Support this podcast: https://podcasters.spoti…

1
How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson. 25:53

22d ago25:53

25:53

Influential newsletter editor and former hedge fund manager, Whitney Tilson sees signs of a bubble in high quality stocks. Wealthtrack episode 2108 Broadcast on August 23, 2024 More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Social Security Guru Mary Beth Franklin on The Program’s Health & Outlook. 25:55

2M ago25:55

25:55

Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits.WEALTHTRACK episode 2105 broadcast on August 1, 2024More info: https://wealthtrack.com/social-security-guru-mary-beth-franklin-on-the-programs-health-and-outlook/Link to Mary Beth Franklin's public te…

1
As Mutual Funds Mark Their 100th Anniversary, Do They Still Work for Investors? 25:48

2M ago25:48

25:48

As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel.WEALTHTRACK episode 2104 broadcast on July 26, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Bitcoin has gone mainstream with the launch of Bitcoin ETFs 25:50

2M ago25:50

25:50

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.WEALTHTRACK 2103 broadcast on July 19, 2024More info: https://wealthtrack.com/crypto-expert-matt-hougan-explains-why-bitcoin-has-gone-mainstream-with-the-launch-of-bitcoin…

1
Key investment lessons of the last 20 years from noted strategist Richard Bernstein 25:50

2M ago25:50

25:50

Part 2 of 2 Noted strategist and asset allocator Rich Bernstein shares the most important investment lessons learned from the markets in the 20 years since WEALTHTRACK launch, in part 2 of his interview. WEALTHTRACK episode 2102 broadcast on July 12, 2024 More info: https://wealthtrack.com/key-investment-lessons-of-the-last-20-years-from-noted-stra…

1
Strategist Richard Bernstein on Successful Investment Themes of The Past and His Favorite One Now 25:49

3M ago25:49

25:49

Part 1 of 2 Influential strategist Richard Bernstein reflects on the most successful investment themes of the last twenty years and explains why deglobalization and the concomitant reindustrialization of America are his number one themes now. More info: https://wealthtrack.com/strategist-richard-bernstein-on-successful-investment-themes-of-the-past…

1
Berkshire Beyond Buffett 25:49

3M ago25:49

25:49

Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene. WEALTHTRACK Episode 2053 broadcast on June 28, 2024 More info: https://wealthtrack.com/wha…

1
Buffett’s Investment Evolution 25:50

3M ago25:50

25:50

In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle of Omaha’s investment thinking. WEALTHTRACK Episode 2052 broadcast on June 21, 2024 More info: https://wealthtrack.com/warren-buffetts-investment-evolution-whats-changed-what-hasnt-over-five-decades/…

1
Artificial Intelligence Potential 25:54

3M ago25:54

25:54

Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis. WEALTHTRACK episode 2051 broadcast on June 14, 2024 More Info: https://wealthtrack.com/ai-could-be-the-biggest-productivity-enhancer-since-electricity-says-t-rowe-prices-domi…

1
Investing In Freedom 25:43

4M ago25:43

25:43

WEALTHTRACK episode 2048 broadcast on May 25, 2024 More Info: https://wealthtrack.com/democracy-beats-autocracy-for-investors-perth-tolles-life-liberty-indexes-prove-it/ Bookshelf: Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice by Bill Browder https://amzn.to/4bQZT23 --- Support this podcast: https://podcasters.sp…

1
Looming Recession 25:54

4M ago25:54

25:54

Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines. WEALTHTRACK episode 2047 originally broadcast on May 18, 2024 More info: https://wealthtrack.com/with-consumers-under-increasing-financial-pressure-leading-economist-nancy-lazar-sees-recession-looming/ --- Support …

1
Exciting Bond Returns 25:40

4M ago25:40

25:40

WEALTHTRACK episode 2046 originally broadcast on May 11, 2024 More Info: https://wealthtrack.com/pimcos-dan-ivascyn-on-why-bond-returns-are-the-most-attractive-in-years-rivaling-stocks-and-cash/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Why Working Longer Is Not A Retirement Solution 26:03

5M ago26:03

26:03

WEALTHTRACK episode 2044 broadcast on May 04, 2024 More info: https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-longer-is-not-a-retirement-solution/ Bookshelf : Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy https://amzn.to/44nREYI Rescuing Retirement: A Plan to Guarantee Retirement Securi…

1
Residential Real Estate Opportunities 25:57

5M ago25:57

25:57

Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Commercial Real Estate Opportunities 26:05

5M ago26:05

26:05

Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Influential Strategist Ed Yardeni Critiques Artificial Intelligence, Economists & The Bull Market 25:56

6M ago25:56

25:56

Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue. WEALTHTRACK episode 2040 broadcast on March 30, 2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Exciting investment opportunities with award-winning global value investor Sarah Ketterer 25:48

6M ago25:48

25:48

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values. WEALTHTRACK #2039 broadcast on March, 22, 2024March --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
A leading bond analyst shares his strategy for picking top-performing stocks for the year ahead 25:44

6M ago25:44

25:44

Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2038 broadcast on March 15, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Early bull Ed Yardeni calls this the roaring 2020s with the economy and stocks advancing 25:49

6M ago25:49

25:49

Part 1 of 2: Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2037 broadcast on March 8, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Portfolio Housecleaning 26:02

7M ago26:02

26:02

Part 2 of 2How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz.WEALTHTRACK episode 2033 was originally broadcast on February 09,2024. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support…

1
Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets 25:48

8M ago25:48

25:48

We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity…

1
Investing with Discipline: Seeking Opportunities in Challenging Markets 25:56

8M ago25:56

25:56

We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuabl…

1
Investment Strategies: Unveiling Major Themes for 2024 with Jason Trennert 25:50

8M ago25:50

25:50

Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover potential risks and opportunities that lie ahead. Trennert discusses the performance of giant tech stocks, the importance…

1
Asset Allocation Strategies: Building a Strong Investment Portfolio 25:59

8M ago25:59

25:59

We have a fascinating discussion with Sebastien Page, Head of T Rowe Price's global multi-asset division, about the new regime we find ourselves in. But what exactly does this regime change mean? Well, for the first time in 40 years, we have seen a higher high in fed funds, marking the end of the era of near-zero interest rates. This shift has sign…

1
Investing in China: Financial Developments and Opportunities 25:55

9M ago25:55

25:55

In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets li…

1
Finding Compelling Values: Insights from Star Portfolio Manager David Giroux 25:41

9M ago25:41

25:41

David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and ind…

1
Cash Reserves & Cautious Predictions: Ed Hyman's Approach 25:53

9M ago25:53

25:53

Annually, the anticipation for economist Ed Hyman's insights peaks as he's consistently ranked Wall Street's top economist for 43 years. Last year, he tracked the Federal Reserve's tightening policies, predicting a slowdown in inflation and warning of a potential recession if credit conditions tightened further. WEALTHTRACK episode 2024 broadcast o…

1
Recession Risk Analysis: Jeff Schultze's Perspective on the Economy [2023] 15:49

10M ago15:49

15:49

Jeff Schultze, head of economic and market strategy at ClearBridge Investments, discusses the possibility of a recession and the current state of the economy. He shares insights on recession risk indicators, the consumer's financial health, the banking system, and the Federal Reserve's ability to respond. WEALTHTRACK Episode 2023, published on Dece…

1
High-Yield Bonds: Exploring Profitable Opportunities in Fixed Income 28:33

10M ago28:33

28:33

Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including its 5-star, Silver-rated Baird Core Intermediate Municipal Bond Fund, present a compelling case for muni bonds. WEALTHTRACK Episode 2022, published on November 23, 2023 More Info: https://wealthtrack.co…

1
Interest Rates and Market Speculation with Financial Historian James Grant 25:57

10M ago25:57

25:57

Part 2 of 2 Financial thought leader and historian James Grant is marking the 40th anniversary of his influential Grant’s Interest Rate Observer, a twice-monthly, self-described “independent, value-oriented and contrary-minded journal of the financial markets.” Grant shares his insights on a wide range of financial topics, including booms and busts…

1
Bond Bear Market on the Horizon 26:01

10M ago26:01

26:01

Part 1 of 2 James Grant, Founder and Editor of Grant's Interest Rate Observer, joins us to discuss the history of bond market cycles and why the dramatic rise in interest rates that began in March of last year might have ushered in a prolonged bear market in bonds. Grant argues that bond yields have trended in generation-length periods, with each c…

1
Value Investing: Lessons Learned 26:03

11M ago26:03

26:03

Bruce Berkowitz is the founder and CEO of Fairholme Capital Management and a legendary value investor. In this exclusive interview, he talks about his deep value, contrarian approach, his current strategy, and the lessons he's learned over the years. Berkowitz's Fairholme Fund was once a top performer, returning better than 13% annualized returns i…

1
Bond Market Update: Why Bonds Are Back 25:51

11M ago25:51

25:51

In a world where stocks have been the go-to asset class for income and returns, bonds are making a comeback. That's the view of Mary Ellen Stanek, Co-Chief Investment Officer of Baird Advisors and President of the Baird Funds, who says that the Federal Reserve's aggressive rate hikes have made bonds more attractive to investors. Stanek argues that …

1
China's Economic Challenges: Impact on Global Economies and Markets 30:28

11M ago30:28

30:28

The political, demographic, and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s economies and markets. WEALTHTRACK Episode 2016, published on October 12, 2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support…

1
Portfolio Lessons: Navigating Market Cycles 26:17

1y ago26:17

26:17

Part 2 of 2 Our rare interview with legendary investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund which he founded 30 years ago. Morningstar gives the gold-rated fund high marks for its focus on capital preservation and strong stewardship. Since 1993, Crescent has generated equity-like returns with less risk than the overall marke…

1
Rising Interest Rates: How to Realign Your Portfolio 26:05

1y ago26:05

26:05

Is the 60/40 Portfolio Is Obsolete? The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. But in 2022, it failed to deliver the goods, declining about 16%. Mark Cortazzo says that the rapid rise in interest rates has caused a "massive change" in fixed-income returns. This means that traditio…

1
The Muni Bond Market Today: Expert Insights [2023] 26:12

1y ago26:12

26:12

Discover the state of the municipal bond market post-2022 interest rate surge! Munis had their worst year since 1981, with a -8.5% return. Yields doubled from 1.03% to 2.63%, causing record outflows of $122 billion. Join us with muni bond expert Robert DiMella, Co-Head of MacKay Municipal Managers, as he shares insights on market recovery and tax-f…

1
Mastering Market Volatility: Lessons from Steven Romick 25:55

1y ago25:55

25:55

Part 1 of 2 Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th anniversary this year. Unlike most funds, FPA Crescent has not only survived but thrived for three decades, delivering almost 10% annualized returns with lower volatility than the S&P 500. Its success lies in …

1
An Essential Guide to Mutual Fund Investing: “The Thrilling 33” 26:03

1y ago26:03

26:03

Selecting the best mutual funds to achieve long-term financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Research for Morningstar, has dedicated nearly three decades to this endeavor. He oversees Morningstar's North American Morningstar analyst ratings committees, responsible for vetting the prestigious Morn…

1
Growth Investing: Riding the A.I. Boom 26:12

1y ago26:12

26:12

Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative inflection point. Join us for an insightful discussion on his recently published report, 'Investing in AI: Opportunities and Risks,' where we explore the potential of AI as a game-changing technology.…

1
Inside Vanguard's $2 Trillion Index Portfolios with Gerry O'Reilly 26:10

1y ago26:10

26:10

Uncover the secrets behind managing the world's largest mutual fund, the Vanguard Total Stock Market Index Fund, in this captivating episode of WEALTHTRACK. Join Gerry O'Reilly, the fund's principal portfolio manager, as he reveals the active management required for this trillion-dollar behemoth. Learn about O'Reilly's inspiring journey from Irelan…

1
Exploring Investment Opportunities in Climate Change 25:43

1y ago25:43

25:43

Climate change, a topic of daily conversation, has sparked a global industry worth billions and, soon, trillions of dollars. Discover investment opportunities in this field through the expertise of Lucas White, Lead Portfolio Manager of GMO's successful Climate Change Strategy. With the impressive performance of GMO's Climate Change Fund, which bea…

1
Small-Cap Stocks: Are They Due for a Breakout? 25:54

1y ago25:54

25:54

Small-cap stocks in general have generated subpar returns in the last five years and have underperformed large-cap stocks by a wide margin over the last nine. However, Royce believes that small caps are due for a significant and lasting rebound. He says that history is the best guide to future performance, and that small caps have outperformed larg…

1
The Future: Markets, AI & Climate Change with Jeremy Grantham 25:59

1y ago25:59

25:59

Jeremy Grantham, investment legend and long-time value investor, warns of a bubble of "epic proportions" in the bond, stock, housing, and commodities markets. Grantham, who has accurately predicted market bubbles in the past, believes that the current market is overvalued and due for a correction. He cites three factors that are contributing to the…

1
Financial Crisis Analysis: Lessons from Past Market Turmoil 25:56

1+ y ago25:56

25:56

In a recent essay published in The New York Times, Richard Bookstaber, a renowned risk expert, suggests that we may be on the brink of a new era of crisis. Drawing from his extensive experience in risk management, Bookstaber has a track record of identifying and addressing risks in both private and public institutions. As the Chief Risk Officer of …

1
Bullish Outlook: Savita Subramanian Debunks Stock Market Misconceptions 25:52

1+ y ago25:52

25:52

Part 2 of 2 American investors have had a love-hate relationship with stocks since their early days of trading under a buttonwood tree on Wall Street in 1792. However, recent setbacks, including a challenging year for equities in 2022 and rising yields on fixed income investments, have led to a cooling of investor sentiment. We welcome back Savita …

1
Recession Warning: Fed Tightening Cycles Lead to Economic Downturns 26:08

1+ y ago26:08

26:08

David Rosenberg, a well-known economist, believes that the United States is in a recessionary bear market. He predicts that the S&P 500 will eventually bottom at 3100, and he has positioned his personal portfolio accordingly. Rosenberg's predictions are based on his analysis of the Federal Reserve's tightening cycle, which he believes will lead to …

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