Trends with Benefits

Find out about market cycles, the 2024 election, and sector opportunities, along with trends like AI, biotech, and Bitcoin.

This episode covers some of the top financial planning goals facing families, including homebuying, childcare, long-term care, and college funding.

Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income.

Learn how turnkey asset management platforms are helping RIAs and how model portfolio adoption has changed over time.

Following the recent start of the Paris 2024 Olympics, Will Wilson discusses the Olympics economy, why he thinks sponsors are the biggest “winners,” and wealth management for athletes.

Hear from Ron Insana about artificial intelligence as an investing tool, India’s economic potential, and whether he’s concerned about Nvidia’s concentration in the market.

Learn about the top factors to consider when investing in corporate bonds and prominent trends in fixed income.

Bill Ullman joins this episode to discuss padel, a fast-growing racket sport, as well as factors transforming the financial services industry.

Doug Clinton discusses how AI models can drive investment decisions.

Hear about trends in digital assets, including NFTs and tokenization, and how SegMint is enhancing protection for digital assets.

Anne Rhodes discusses estate planning, addresses common obstacles, and highlights why having some plan in place is better than nothing.

Learn about the technical side of bitcoin, including the developers who maintain the network, how they do it, and how Brink supports them through grants and fellowships.

Joe Mallen discusses how customizable model portfolios can meet financial advisors’ needs.

Ben Johnson covers the top trends in asset management.

Jack Ablin discusses goals-based investing, volatility in bond markets, the U.S. fiscal situation, and tax loss harvesting.

As geopolitical risks escalate, investors should be aware of the potential financial implications of these events.

Learn from Vellayan Subbiah about running a successful business in India and how digitization and policy changes are impacting the business climate.

Mariann Montagne is here to help you prepare for retirement (and sleep better at night).

Ed Lopez meets with Axel Merk to explore the gold demand of central banks and trends in gold markets.