Podcast
Advisor Success Series
Hosted by Freedom Investment Management, Inc. · EN
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
100episodes
Episodes
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Addressing Factor Investing Research With Wes Crill of Dimensional Funds
Nov 16, 202300:31:31Tap to summarizeIn this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as value and size.
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Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco
Oct 16, 202300:37:40Tap to summarizeIn this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed income and commodities.
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Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers
Sep 28, 202300:36:46Tap to summarizeThe real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead should nominal interest rates see a peak over the next year. Listen in as we discuss the real estate outlook with Brian Cordes from Cohen & Steers, a specialty investment firm with a long history in real estate investing.
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The Recession that Didn't Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital
Aug 9, 202300:36:58Tap to summarizeIn this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.
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Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
May 16, 202300:47:15Tap to summarizeIn this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. We discuss the current macro environment as well as investment themes that have captured investor attention such as generative artificial intelligence and robotics.
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So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine
Mar 27, 202300:51:56Tap to summarizeIn this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Products Committee at DoubleLine and co-manager on the firm's Total Return, Opportunistic Income, Income, Opportunistic MBS and Strategic MBS strategies. Ken will be sharing his thoughts on current Fed policy and its eventual effects on economic activity and inflation. He will also provide an update on the state of the securitized lending market covering autos, credit cards, and residential / commercial real estate.
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What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
Feb 24, 202300:48:54Tap to summarizeIn this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of housing, labor, production, and valuations and where the risk/reward looks most favorable and unfavorable.
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Kicking off our 2023 season discussing investment industry trends with VettaFi
Jan 26, 202300:44:35Tap to summarizeWe are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing industry trends such as ETF adoption, active versus passive management, and how advisors are shifting their practices to an ever-changing landscape.
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Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
Dec 21, 202200:54:52Tap to summarizeIn this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their preferences for how asset allocators should be positioned in a less certain environment for economic and earnings growth.
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How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani
Oct 5, 202200:35:35Tap to summarizeIn this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc. Over a short period of time, Rahul has established a prominent profile within the 'FinTwit' community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines. We also discuss the current investment landscape as asset allocators must contend with an uncertain environment replete with high global inflation and central bank tightening.
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