The transcript of Consuelo Mack’s recent interview with Bruce Berkowitz, founder and lead portfolio manager of the five-star Fairholme Fund, has just been published. Click here for the text. This is must-read material.

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This week Consuelo Mack WealthTrack is joined by Bruce Berkowitz, founder and co-manager of the Fairholme Fund. The fund is given five stars by Morningstar for its top performing long-term record - an average annualized return of 13.0% since its inception in 1999, trouncing the market and most of the competition in the process. Bruce follows an unusual investment strategy which involves a highly concentrated portfolio and focus on cash. He also explains why he has brought Berkshire Hathaway back to the portfolio after selling it a couple of years ago.

Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.

Source: Wealthtrack, November 13, 2009.

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The transcript of Consuelo Mack’s recent interview with erudite, articulate, funny and opinionated Jim Grant has just been published. Click here for the text. This is must-read material.

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This week on WealthTrack, Consuelo Mack sits down for a rare one-on-one interview with contrarian market observer and historian James Grant, publisher of the influential newsletter, Grant’s Interest Rate Observer. They discuss why the economic recovery could be much stronger than anticipated, and the ballooning federal deficit much more damaging. He also shares his views on the Fed, the US dollar, gold, China and some of his personal investing habits.

Grant is erudite, articulate, funny and opinionated - just the right ingredients for an interview not to be missed.

Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.

Source: Wealthtrack, October 30, 2009.

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This week on WealthTrack, Consuelo Mack calls into question the long-dominant efficient market theory and explores what models should be used by investors to navigate the markets. She discusses this with two top fund managers, Jerry Senser, a former Morningstar Fund Manager of the Year and the lead portfolio manager for all of ICAP, including their MainStay ICAP Funds, and noted contrarian Robert Kleinschmidt, who manages the top-rated Tocqueville Fund. Also joining the conversation is Justin Fox, Time magazine’s economics columnist and author of “The Myth of the Rational Market”. As always with WealthTrack this is excellent viewing material.

Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.

Source: Wealthtrack, October 16, 2009.

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The transcript of Consuelo Mack’s recent interview with Bob Doll, John Montgomery and Bob Petrie has just been published. Click here for the text.

In case you missed the video clip, click here for the original post.

This week in WealthTrack’s series on Great Investors, Consuelo Mack delves into the world of hedge funds with MIT Professor and hedge fund investor Andrew Lo. A student of investor behavior, Lo explains how human psychology plays a key role in financial crises, including the most recent one.

Lo is one of the up-and-coming stars of the investment world both as a financial thought leader and investor. The late, great financial historian Peter Bernstein, among others, highly recommended him as one of the best minds in the world of finance.

Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.

Source: WealthTrack, August 21, 2009.

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This week in WealthTrack’s series on Great Investors, Consuelo Mack features Mark Headley, chairman of the board of Matthews International Capital Management, which runs a family of Asia-focused mutual funds.

Headley discusses the impact of the financial crisis in Asia as well as potential opportunities in the region. (If there is no sound, click on “unmute” by scrolling over the bottom of the image.)

Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.

Source: WealthTrack, August 14, 2009.

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This week in WealthTrack’s series on Great Investors, Consuelo Mack features two legendary value investors whose long-term records are among the best in the business. Interestingly, they have taken very different approaches to the markets since last year’s financial crisis.

“The first is Jean-Marie Eveillard, until recently the long-time lead portfolio manager of the First Eagle funds for which he received Morningstar’s lifetime achievement award for one of the most successful long-term records in the investment business. Jean-Marie is known for his defensive value style of investing. He believes it remains the best strategy to follow.

“The other is his close friend, Marty Whitman. Marty is the celebrated portfolio manager of the Third Avenue funds and one of the deans of value investing.  He is also the author of several books. His most recent, Distress Investing is a primer on one of his areas of expertise. He also wrote

This week in WealthTrack’s series on Great Investors, Consuelo Mack features the never-before-aired portions of her wide-ranging interview with Yale’s renowned endowment chief, David Swensen. Among the topics covered are Swensen’s assessment of the new investment reality and where he is investing his and his family’s money.

Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.

Source: WealthTrack, July 10, 2009.

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