Fresh Invest - podcast cover

Fresh Invest

Morning Brew Creative Studiofidelity.com
From market shifts to emerging asset classes, Fresh Invest breaks down the current financial climate, what it means to you as an investor, and actionable steps you can take to manage your money and set yourself up for a solid financial future. Join Morning Brew co-founder and executive chairman Alex Lieberman on his weekly deep dive with Fidelity guests.

Episodes

Life Stages of Investing

In the penultimate episode of the season, we address significant life stages and how each stage can correlate to its own investing style. These include college life, investing with your partner, and preparing for retirement. We hit on starting or adjusting your investing style, understanding each phase’s needs, and how it all varies from person to person.

Oct 26, 202339 minSeason 4Ep. 8

AI + Investing

In this episode, we explore how AI is transforming the global investing experience. We discuss AI-based tools available to investors and the potential advantages that come with them.

Oct 19, 202322 minSeason 4Ep. 7

AI’s boom and bloom

The AI boom has raised countless questions, concerns, and possibilities. We explore how AI is impacting the economy and how investors can navigate these changes.

Oct 12, 202333 minSeason 4Ep. 6

Income investing is back

2023 has been a year of soaring prices and rising inflation rates. In tough markets like today’s, fixed-income maturities can help provide stability and growth. We review traditional income strategies—such as bonds, deferred fixed annuities, and CDs—as well as new innovations in the space, like fractional CDs.

Sep 28, 202329 minSeason 4Ep. 4

Investing trends by generation

Every generation approaches their money differently. We dive into the current generational investing trends and examine each generation’s strategies for short-term and long-term wealth building.

Sep 21, 202322 minSeason 4Ep. 3

Women’s financial wellness

Women and men can have very different lived experiences when it comes to money. We talk through what some of these differences are, discuss how they impact financial planning, and explore investing strategies that support women’s unique financial goals.

Sep 14, 202324 minSeason 4Ep. 2

An Investor’s Briefing

Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.

Sep 07, 202329 minSeason 4Ep. 1

Knowledge = Confidence: Lessons from Season 3

It’s the season finale! We’re taking time to reflect on this year’s biggest learnings, and answer some final audience questions. From over-diversification to retirement planning, we’re touching on topics that can have a big impact on your portfolio. Bonus; you can watch and listen to this episode. Check out the video version here: https://www.youtube.com/watch?v=7_CEkfUVKyY

Nov 10, 202227 minSeason 3Ep. 10

Crypto’s next chapter: impact and outlook

We discuss the ways investors like you can add crypto to your portfolio and actually use it. We also get into what the regulatory market looks like and how the Fed plans to tax all your hard-bought coins.

Oct 27, 202223 minSeason 3Ep. 9

A crypto reckoning

We explore crypto in light of its recent performance and assess where it’s at as an asset class. We also dig into the key factors impacting its mid- to long-term outlook and what that could mean for investors.

Oct 20, 202230 minSeason 3Ep. 8

Getting personal with thematic investing

We dive into the ways you can incorporate thematic investing into your portfolio. We examine thematic categories, investing strategies, and how you can leverage these investments in your overall financial planning (including retirement).

Oct 13, 202211 minSeason 3Ep. 7

The lowdown on thematic investing

Thematic investing has emerged as a popular alternative to more traditional approaches. We break down the basics of this strategy, its appeal, the risks, and how to determine whether this method aligns with your financial goals.

Oct 06, 202222 minSeason 3Ep. 6

New school passive income strategies

Passive income isn’t just rental properties and bond ladders anymore. There are plenty of modern, innovative opportunities out there and available to everyday investors. We break down what they are, how they’ve performed so far, and ways you can get involved.

Sep 29, 202222 minSeason 3Ep. 5

Time-honored passive income streams

Passive income is within reach for investors now more than ever. We break down how you can get in on some of the quintessential passive income strategies, plus how to leverage this capital once you have it.

Sep 22, 202218 minSeason 3Ep. 4

Making your money make money

We dive into market volatility, alternative currencies, and inflation hedges, and examine the differences between market speculation and economic reality—and what it all means for investors like you. Custom music by Davis Jones.

Sep 15, 202219 minSeason 3Ep. 3

Finding financial confidence

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jones.

Sep 08, 202230 minSeason 3Ep. 2

Season 3 Trailer

Season 3 is coming soon to help you find financial confidence during economic uncertainty. Join Morning Brew co-founder and executive chairman Alex Lieberman on weekly deep dives with Fidelity professionals. They’re talkin’ passive income streams, navigating inflation, emerging asset classes, and more. Come for the learnings, stay for the actionable takeaways. The new season launches September 8. Subscribe now. Custom music by Davis Jones.

Aug 25, 20222 minSeason 3Ep. 1

Lessons and reflections

Alex talks through his biggest insights and takeaways from Season 2 of Fresh Invest. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informational and reference purposes only. They are not an endorsement of Fide...

Dec 16, 202110 minSeason 2Ep. 15

Leveling up

We give listeners a brief overview of some of the trickier investing techniques, including swaps, fractional shares, and investing on margin. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informational and ref...

Dec 09, 202119 minSeason 2Ep. 14

Picking a brokerage

Digital investing seems to be all the rage—but is an online brokerage the best way to meet your needs? And if so, how should you go about picking one? Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informationa...

Dec 02, 202115 minSeason 2Ep. 13

Playing with FIRE

We chat about the FIRE movement, a group of people who adopt ambitious saving/investing habits to retire early. You don’t have to go full FIRE, but the movement’s principles offer helpful lessons for any investor. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Mor...

Nov 24, 202117 minSeason 2Ep. 12

The power of compound interest

Investing over a significant period of time can help your money grow. Not only that, but that growth itself can grow. We walk through exactly why that is, and how you can put it to work for your wealth goals. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning ...

Nov 18, 202119 minSeason 2Ep. 11

Your options on options

Putting our knowledge of options into practice: we go over how to think about options in your portfolio relative to other assets, and how to make sure you don’t get carried away. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources a...

Nov 11, 202117 minSeason 2Ep. 10

What are our options?

Options are a commonly used investment tool, and they can be incredibly helpful for managing risk. But they can also be challenging, so we talk through the pros and cons of this handy tool. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team...

Nov 04, 202116 minSeason 2Ep. 9

How to buy real estate without buying property

Purchasing property isn’t for everyone, and that’s okay. We discuss how to invest in real estate through tools like REITs, which give you exposure to real estate without the hassle of ownership. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial...

Oct 28, 202117 minSeason 2Ep. 8

Location, location...investment?

We tackle physical real estate as a wealth builder: what kind of asset it is relative to equities and the broader economy—and how to get involved if you feel it’s right for you. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources ar...

Oct 21, 202119 minSeason 2Ep. 7

SPACs in your portfolio?

SPACs’ domination of financial headlines may have you wondering if you should join the party. We talk about how best to do that, from evaluating sponsors to how long you’ll wait for a return. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial te...

Oct 14, 202116 minSeason 2Ep. 6

Attack of the SPACs

Over the past year, SPACs have had a dizzying rise, but now appear to be hitting some speed bumps. We talk through the rise and fall, and home in on where the alt-IPO method stands now. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. So...

Oct 07, 202118 minSeason 2Ep. 5

Crypto as part of an investing strategy

Cryptos are a little different from your run-of-the-mill stock or bond, so we walk through the best ways to incorporate them into your portfolio. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informational and...

Sep 30, 202124 minSeason 2Ep. 4

Where crypto stands now

Crypto has dominated financial headlines in the past few years, with jaw-dropping successes as well as a few stubborn obstacles. We discuss how ordinary investors should think about the alternative asset—and whether it’s now just...an asset. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions...

Sep 23, 202122 minSeason 2Ep. 3