Consuelo Mack WealthTrack

First Eagle’s McClennan: How too much debt affects investors now

January 08, 2015 | Runtime: 6:28

Household, corporate and government sectors have higher debt levels relative to GDP today than before the crisis began, according to Matthew McClennan, portfolio manager of First Eagle Global Fund. What does that mean for equity valuations?

Gotham's Greenblatt: The secret to successful value investing

December 29, 2014 | Runtime: 6:22

Value means figuring out what a business is worth and only buying it when it’s worth a lot less, according to Gotham Funds co-manager Joel Greenblatt. Here, he discusses the ranking system using just two variables that his investments are based on.

Kleinschmidt: Higher rates could spell disaster for the federal budget

December 10, 2014 | Runtime: 6:16

Just a 1% increase in interest rates would add $180 billion to the $18 trillion federal deficit, according to Robert Kleinschmidt, president and CEO of Tocqueville Asset Management. Here, he weighs in on where investors can find value now.

IVA's de Lardemelle: Why there's still opportunity in cash

December 04, 2014 | Runtime: 4:59

Charles de Lardemelle, co-portfolio manager of IVA Worldwide Fund, discusses why the firm’s fund portfolios still hold more than 30% cash and how that works like an option on tomorrow’s markets.

Gregg Fisher: The growth and value market pendulum

November 18, 2014 | Runtime: 5:36

Value stocks typically outperform growth stocks over time, but there still are times when growth rises to the top. Here, Gerstein Fisher chief investment officer Gregg Fisher discusses the optimal portfolio allocation to balance both.

NYU's Sylla and ProPublica's Steiger: The state of corporate morality

November 18, 2014 | Runtime: 7:32

Are companies responsible just to their shareholders, or also to their employees, community and others? NYU professor of economics Richard Sylla and ProPublica executive chairman Paul Steiger discuss how history has shaped the corporation's role.

Cornerstone Macro's Lazar: The U.S. is now growing faster than China

October 28, 2014 | Runtime: 6:58

The U.S. will grow more than China in 2014 now that the former driver of global growth is starting to deflate its bubbles, according to Nancy Lazar, founding partner of Cornerstone Macro. Find out which spots of the U.S. economy are brightest.

Cornerstone Macro's Trahan: Why the U.S. bull market can go the distance

October 28, 2014 | Runtime: 6:51

After conquering issues with consumer leverage and the budget deficit, the U.S. economy is shining while the world grapples with structural issues, according to Francois Trahan, founding partner of Cornerstone Macro. But what risks lie ahead?

Fairholme's Berkowitz: Why it pays to bet on companies other investors abandon

October 23, 2014 | Runtime: 6:41

Bruce Berkowitz, portfolio manager at The Fairholme Fund, discusses why he bet big on American International Group Inc. in 2010 and how his fund has reaped billions in gains since.

Motley Fool's Gardner: What all investors can do to boost returns

October 06, 2014 | Runtime: 4:51

Tom Gardner, co-founder and CEO of The Motley Fool, identifies what investors can do to earn better returns and choose investments with staying power.

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