Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Midcap Podcasts
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a ...
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ETF Trends and Moneylife team up to bring you the ETF of the Week.
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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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Get the latest stock market news and tips and tricks related to stock market investing, especially value investing.
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Money with Monika is a weekly personal finance show that answers your queries on all investment matters. Monika Halan, Consulting Editor of Mint and author of Let’s Talk Money, takes you through the various avenues of savings open to you - deposits, stocks, bonds, mutual funds, insurance and pension funds. This is a Mint production, brought to you by HT Smartcast.
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ETF of the Week: Invesco S&P MidCap Momentum ETF (XMMO)
9:41
9:41
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9:41VettaFi’s Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional port…
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The Art of Investing with Giverny Capital Founder François Rochon
25:24
25:24
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25:24In a rare interview, legendary investor François Rochon takes us through his process of finding a select group of high-quality companies with sustainable competitive advantages to hold for the long term. WEALTHTRACK episode 2220, broadcast on 11/14/2025
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Alternative Investments: What They Do and Don’t Do for Your Retirement Plan
25:44
25:44
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25:44Jane Buchan, an alternative investments expert and investor, now chairs the industry’s standards board. She explains the different types of alternative investments, how they work, and what they can and cannot do in individual retirement accounts. WEALTHTRACK episode 2219, broadcast on 11-7-25
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VettaFi’s Head of Research Todd Rosenbluth discussed the year-to-date record inflows into ETFs for 2025 on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional…
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David Gardner Shares the “Rule Breaking” Traits of Winning Stocks
25:41
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25:41David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The Motley Fool co-founder shares his six traits of market-beating rule breaker stocks.
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ETF of the Week: Capital Group Municipal Income ETF (CGMU)
10:12
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10:12VettaFi’s Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional port…
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The State of the AI Investment Boom With Tech Fund Manager Michael Lippert
25:43
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25:43The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most. WEALTHTRACK episode 2218, broadcast on 10-24-2025
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ETF of the Week: Direxion Daily Semiconductor Bull 3X Shares (SOXL)
10:03
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10:03VettaFi’s Head of Research Todd Rosenbluth discussed the Direxion Daily Semiconductor Bull 3X Shares (SOXL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professi…
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Muni Bonds Are Making a Comeback With Higher Income and Better Finances
25:48
25:48
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25:48After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and poor quality securities. Veteran muni manager Robert DiMella explains why investors can benefit. WEALTHTRACK episode 2216, broadcast on 10/17/25
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ETF of the Week: T. Rowe Price QM US Bond ETF (TAGG)
10:06
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10:06VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price QM US Bond ETF (TAGG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio.…
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ETF of the Week: Vanguard Emerging Markets Ex China ETF (VEXC)
11:12
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11:12VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Ex China ETF (VEXC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional …
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Investment Opportunities Abound for 5-Star Portfolio Manager Mark Yockey
25:44
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25:44While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets. WEALTHTRACK episode 2214, broadcast on Oct. 3, 2025…
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ETF of the Week: Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL)
13:38
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13:38VettaFi’s Head of Research Todd Rosenbluth discussed the Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of the…
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The Real Pros and Cons of Independence With Terry Parham
37:28
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Why International Small & Midcap Stocks Deserve Investor Attention
25:49
25:49
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25:49International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by American investors. Invesco’s David Nadel is on a mission to change that. WEALTHTRACK episode 2213, broadcast on 9-26-2025
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ETF of the Week: Fidelity Investment Grade Securitized ETF (FSEC)
9:50
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9:50VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their profession…
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Promising Foreign Stocks From Award-Winning Manager Mark Yockey
25:41
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25:41Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-winning Mark Yockey is finding undervalued growth stocks with plenty of room to run. WEALTHTRACK episode 2212, broadcast 09-19-25
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VictoryShares Small Cap Free Cash Flow ETF (SFLO)
9:29
9:29
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9:29VettaFi’s Head of Research Todd Rosenbluth discussed the VictoryShares Small Cap Free Cash Flow ETF (SFLO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professio…
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Life Lessons Great Investors Have Mastered To Stay on Top
25:46
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25:46William Green, bestselling author of “Richer, Wiser, Happier,” reveals timeless life lessons from the Great Investors he has studied for decades – what to emulate, and what to avoid. WEALTHTRACK episode 2211, broadcast 9/12/25
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ETF of the Week: Thornburg Multi Sector Bond ETF (TMB)
8:44
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8:44VettaFi’s Head of Research Todd Rosenbluth discussed the Thornburg Multi Sector Bond ETF (TMB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfoli…
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The Essential Qualities of Great Investors
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25:47
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25:47Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.
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ETF of the Week: JPMorgan US Tech Leaders ETF (JTEK)
8:48
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8:48VettaFi’s Head of Research Todd Rosenbluth discussed the JPMorgan US Tech Leaders ETF (JTEK) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio.…
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Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning
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25:47Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it. WEALTHTRACK episode 2209, broadcast 08/29/25
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ETF of the Week: PIMCO Enhanced Short Maturity Active ETF (MINT)
9:49
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9:49VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Enhanced Short Maturity Active ETF (MINT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professiona…
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Buying by Corporate Insiders Can Mean Excess Returns for a Stock
25:47
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25:47Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director John Spears explains why insider buying can be a strong indicator of future excess returns. WEALTHTRACK episode 2208, broadcast on 08/22/25
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ETF of the Week: NEOS Bitcoin High Income ETF (BTCI)
13:06
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13:06VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Bitcoin High Income ETF (BTCI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio.…
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ETF of the Week: Avantis International Small Cap Value ETF (AVDV)
9:17
9:17
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9:17VettaFi’s Head of Research Todd Rosenbluth discussed the Avantis International Small Cap Value ETF (AVDV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their profession…
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ETF of the Week: Technology Select Sector SPDR Premium Income Fund (XLKI)
12:57
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12:57VettaFi’s Head of Research Todd Rosenbluth discussed the Technology Select Sector SPDR Premium Income Fund (XLKI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their pr…
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ETF of the Week: T. Rowe Price Capital Appreciation Equity ETF (TCAF)
12:43
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12:43VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price Capital Appreciation Equity ETF (TCAF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their profes…
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By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
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How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio
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25:38What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.
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ETF of the Week: Franklin International Low Volatility High Dividend Index ETF (LVHI)
10:09
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10:09VettaFi’s Head of Research Todd Rosenbluth discussed the Franklin International Low Volatility High Dividend Index ETF (LVHI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions…
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The Macro Challenges Facing Leading Investor Tom Russo’s Global Companies
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25:42In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro challenges facing multinational businesses and how his premier brand name companies are responding.
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ETF of the Week: BNY Mellon Dynamic Value ETF (BKDV)
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9:30VettaFi’s Head of Research Todd Rosenbluth discussed the BNY Mellon Dynamic Value ETF (BKDV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio.…
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Succession Planning Success with Debbie Taylor
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Europe Is on a Tear, Values Abound & Top Manager Sarah Ketterer Is Investing
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25:43Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.
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ETF of the Week: CoinShares Valkyrie Bitcoin Miners ETF (WGMI)
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11:34VettaFi’s Head of Research Todd Rosenbluth discussed the CoinShares Valkyrie Bitcoin Miners ETF (WGMI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional …
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ETF of the Week: ALPS Sector Dividend Dogs ETF (SDOG)
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8:57
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8:57VettaFi’s Head of Research Todd Rosenbluth discussed the ALPS Sector Dividend Dogs ETF (SDOG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio…
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Gold’s Strength Is a Challenge to U.S. Financial Dominance, Warns James Grant
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25:53Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why investors should take note. WEALTHTRACK episode 2201, broadcast July 4, 2025
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Historian Niall Ferguson on the Challenges to America’s Global Dominance
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25:51
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25:51Part 2 of 2 - Interview with renowned historian Niall Ferguson we discuss the new challenges facing America’s economic and military dominance, as well as what they mean for investors.WEALTHTRACK episode 2152 broadcast on June 27, 2025
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ETF of the Week: JLens 500 Jewish Advocacy U.S. ETF (TOV)
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12:57VettaFi’s Head of Research Todd Rosenbluth discussed the JLens 500 Jewish Advocacy U.S. ETF (TOV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portf…
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It's Time to Talk Taxes With Sophia Duffy
20:38
20:38
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Acclaimed Historian Niall Ferguson on the Damage of Tariff Uncertainty
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25:50Part 1 of 2 - Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets. WEALTHTRACK episode 2151 broadcast on June 20, 2025
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ETF of the Week: Invesco S&P 500 Momentum ETF (SPMO)
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8:48VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Momentum ETF (SPMO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio.…
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Busting Retirement Income Myths With Michael Finke
24:44
24:44
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ETF of the Week: NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI)
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10:30VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their profession…
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