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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A Conversation with Dave Nadig of ETF Flows
Feb 4, 202100:51:28Tap to summarizeIn this episode, we catch up with Dave Nadig, Chief Investment Officer and Director of Research at ETF Trends and ETF Database (owned by ETF Flows, LLC). We discuss how exchange-traded funds ("ETFs") fared during the March 2020 market meltdown, Dave's outlook for the fund industry looking ahead, how we might see renewed interest in traditional active management, and the fund disintermediation threats posed by up-and-coming financial technologies such as direct indexing and digital assets.
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"The Digital Asset Revolution" – A Conversation with Ric Edelman, RIA Digital Assets Council
Jan 22, 202100:33:57Tap to summarizeIn this episode, we are pleased to be joined by Ric Edelman, Founder of Edelman Financial Engines and, more recently, Founder of RIA Digital Assets Council (RIADAC). We dive into the recent surge in investor appetite for digital assets, such as cryptocurrencies embodied by Bitcoin and Etherium, discuss the differences between digital assets and stable coins, and hear about Ric's goal of providing digital asset education to the financial advisor community.
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Perspectives on Behavioral Investment Counseling
Dec 11, 202000:28:11Tap to summarizeIn this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when working with clients. Ed recently joined the firm and brings a great deal of insight into how successful advisors work with clients to ensure they reach their financial goals.
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A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report
Dec 9, 202000:58:40Tap to summarizeIn this episode, we catch up with Larry McDonald, former Lehman Brothers bond trader and current proprietor of the Bear Traps Report. We discuss the shifting market landscape that could see a handoff from the government to the private sector as the world recovers from the coronavirus epidemic. A bigger debate concerns whether the world's infrastructure has the capacity to accommodate a post-COVID recovery, especially meeting near-term energy demands in the face of declining output. And as payment moratoriums roll-off by year-end, will financial pressures across commercial real estate weigh down the broader credit markets?
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PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income
Nov 6, 202000:52:12Tap to summarizeIn this episode, we dive into PIMCO's newly released Secular Outlook and why we should expect a lower for longer scenario as the world tries to move past the COVID-19 pandemic. We discuss implications around 1) China's continuing emergence as a global economic growth driver, 2) continued electoral pressures stemming from populism, 3) rising climate-related risks with respect to corporate governance and capital raising, and 4) technological disruptions. We also discuss opportunities and challenges for investing in today's fixed income environment and why the pressures faced by the commercial real estate sector do not present the same systemic risks to the financial system versus what happened with subprime mortgages during the 2008 financial crisis.
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After the COVID-19 Recovery, What's Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments
Oct 1, 202000:39:09Tap to summarizeSince the mid-March/April coronavirus pandemic market meltdown, broad basket commodities (precious and industrial metals, energy, agriculture) have enjoyed a strong recovery alongside other reflationary asset beneficiaries like equities. Robert (Bob) Minter, Head of Investment Strategy at Aberdeen Standard Investments, shares his outlook on how the second act for commodities plays as we face some near-term headwinds such as U.S. government impasse over further pandemic spending and a renewed upswing of COVID-19 positive cases.
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Late-Stage Private Capital Investment Opportunities – A Conversation with Christian Munafo, CIO of SP Investment Management
Sep 8, 202000:49:10Tap to summarizeIn this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO of SP Investments Management, the asset management arm of SharesPost. In this episode, we discuss why retail investors should consider late-stage venture financing as part of an overall equity growth strategy, how they can access private companies through retail investment vehicles like interval funds and SPACs, and the investment opportunities presented in SP's current portfolio of companies focused on innovation and disruption across large addressable markets. Disclaimer: Some of the names discussed are not held by the Fund, please consult the Fund's web page for a complete list of current Fund holdings. https://sharespost.com/marketplace/individual-investors/buying-private-assets/sharespost-100-fund/
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Catching Up with Bob DeRochie, First Trust Advisors, for an Update on the Fixed Income Markets
Jul 29, 202000:33:39Tap to summarizeWe have the pleasure of catching up with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors, to discuss the state of the fixed income markets following the significant recovery in credit risk during Q2. Although much of the market is trading at rich levels, Bob still sees relative value opportunities across hybrid fixed income such as high yield, convertibles, and preferred equities. But credit selection will be paramount as much of the 'liquidity' issues have been addressed by aggressive fiscal and monetary responses to the coronavirus pandemic.
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Catching up with ETF Industry Veteran Chris Hemstead
Jun 25, 202000:43:17Tap to summarizeIn this episode, we had the pleasure of catching up with ETF Industry veteran Chris Hemstead, now Director of Institutional Business Development at IndexIQ, part of New York Life Investment Company. Chris reflects on last March's market meltdown and how ETFs performed during this tumultuous period. He also shares his optimism about the growth of the ETF market and the potential for innovative product development such as actively-managed ETFs. Finally, Chris explains how active management can pick up nuances overlooked by pure passive-based approaches to portfolio construction, such as in the area of ESG (Sustainability) Investing.
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State of the Municipal Bond Market During the Coronavirus Pandemic: A Conversation with Richard Taormina, Head of the Tax-Aware Strategies at JPMorgan Asset Management
May 20, 202000:50:18Tap to summarizeIn this episode, Richard Taormina, Head of the Tax Aware Strategies team at JPMorgan Asset Management, will discuss the state of the U.S. municipal bond market during and after the mid-March capital markets meltdown and why much of the market has not fully recovered from the first quarter sell-off. The muni market is not fully out of the woods but is also presenting compelling opportunities.
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