Advisor Trends with Tom Lydon and David Nadig
In this episode I speak with Tom Lydon and David Nadig of ETF Trends about the advisory business and what trends could be in store for 2021.
Jan 22, 2021•46 min•Season 1Ep. 41
Trends with Benefits
Welcome to Trends with Benefits, the podcast that gives you an insider's edge into finance, tech, and investing. Hosted by Ed Lopez, VanEck's Head of Product Management.
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Episodes
Evolution of Fixed Income Markets with Phil Cichlar
In this episode I speak with Phil Cichlar, Fixed Income Specialist for Jane Street about the evolution of fixed income and the narrowing divide between retail and institutional investors.
Jan 12, 2021•32 min•Season 1Ep. 40
Harley Bassman on Interest Rates, Demographics and Mortgage REITs
In this episode, I speak with Harley Bassman, publisher of The Convexity Maven about the influence of demographics on interest rates, inflation and alternative income options.
Dec 29, 2020•31 min•Season 1Ep. 39
Economic Benefits of Forest Conservation with Laurie Wayburn
In this episode, I speak with Laurie Wayburn, an accomplished forest and conservation innovator about her work sustaining America's forests and how it transcends into economic impact.
Dec 15, 2020•32 min•Season 1Ep. 38
Steven Schoenfeld on Israel and Emerging Markets
In this episode, I catch up with Steven Schoenfeld, CEO of MV Index Solutions. We chat about what Israel's recent accords with the UAE and Bahrain mean for investment in the region as well as the need for reassessing how investors define emerging markets.
Dec 01, 2020•33 min•Season 1Ep. 37
Stay in the Game with Dr. Gil Chimes
In this episode I chat with Dr. Gil Chimes, Owner and Clinical Director of Greenwich Sports Medicine, about surging COVID cases and the importance of a healthy lifestyle.
Nov 24, 2020•28 min•Season 1Ep. 36
State of Credit Markets with Fran Rodilosso
In this episode I speak with Fran Rodilosso, Head of Fixed Income ETF Portfolio Management for VanEck, about where to find value in fixed income and the state of the credit markets.
Nov 17, 2020•36 min•Season 1Ep. 35
John Faso on the Implications of the Presidential Elections
Ed Lopez and former New York U.S. Representative John Faso discuss the recent election and what a Biden administration may mean for taxes, municipalities, climate policy and China.
Nov 10, 2020•26 min•Season 1Ep. 34
Laura Morrison on Team Building and the Global ETF Market
In this episode, I speak with Laura Morrison, SVP, Global Head of Listings for Cboe. We discuss her career, leadership experience at NYSE and Cboe, trends in ETFs and what Cboe is doing in European markets.
Nov 04, 2020•27 min•Season 1Ep. 33
State of the Financial Advisory Business with Ryan Shanks
In this episode, I speak with Ryan Shanks, CEO of FA Match about the state of the financial advisory business, how it has evolved and the changes leading to both, opportunities and challenges for advisors and advisory firms.
Oct 27, 2020•30 min•Season 1Ep. 32
The Impact of Retail Investors with Phil Mackintosh
In this episode I chat with Phil Mackintosh, Nasdaq Chief Economist about the explosion in retail trading of stocks, options and ETFs that took place this summer.
Oct 20, 2020•32 min•Season 1Ep. 31
Omnichannel Retail with Jeff Macke
Jeff Macke, Founder of Macke Asset Management and former cast member of CNBC's Fast Money joins me to discuss retail stocks and how omnichannel marketing is driving a wedge in the space.
Oct 13, 2020•35 min•Season 1Ep. 30
Advisor of Tomorrow with Justin Castelli
In this episode of Trends with Benefits, Justin Castelli, Founder of RLS Wealth Management joins me for a discussion about changes taking place within the financial planning business and how it continues to evolve.
Oct 06, 2020•37 min•Season 1Ep. 29
ESG Performance with Mark Sloss
In this episode of Trends with Benefits, Mark Sloss, Founder & CEO of Regenerative Investing Strategies, joins me for a discussion about ESG and its influence on investment performance.
Sep 29, 2020•31 min•Season 1Ep. 28
Pete Basgen on the State of Streaming
Ed speaks with Pete Basgen of Lightstream about the growth of streaming and how user-generated content and changing consumer preferences are shifting the way brands target audiences.
Sep 22, 2020•28 min•Season 1Ep. 27
Morgan Housel on Behavioral Finance and the Psychology of Money
Ed Lopez chats with Morgan Housel about the importance of understanding one's own psychology when it comes to investing and achieving independence.
Sep 15, 2020•38 min•Season 1Ep. 26
The China Conundrum with Carlos Diez
Ed Lopez chats with Carlos Diez, CEO of MarketGrader about investing in China, navigating the trade war, geopolitics and finding equity growth leaders.
Sep 08, 2020•34 min•Season 1Ep. 25
Bridging the Financial Information Gap with Dasarte Yarnway
In this episode of Trends with Benefits , Ed Lopez speaks with Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group about building an investment advisory practice, bridging the financial information gap, working with professional athletes and taking his business digital.
Sep 03, 2020•27 min•Season 1Ep. 24
Election Cycles with Jeff Hirsch
Ed Lopez and Jeff Hirsch, Editor of Stock Trader's Almanac chat about what to expect from the market during the run up and following the 2020 presidential election, the Best/Worst Six Months strategy, the origins of Stock Trader's Almanac and wax nostalgic about playing rugby.
Aug 25, 2020•33 min•Season 1Ep. 23
Joe Foster on Why We See Gold Surpassing $3,000
Ed Lopez and Joe Foster, gold strategist and portfolio manager at VanEck talk about the case for gold, gold miners and his new $3,400 price target for gold.
Aug 19, 2020•25 min•Season 1Ep. 22
It's Game On as Sports Gear Up Again
Ed Lopez sits down with Patrick Keane, CEO of the Action Network to discuss trends in sports betting including state-by-state legalization and why sports leagues are now getting in on the action.
Aug 04, 2020•35 min•Season 1Ep. 21
What Does Today's Market Strength Mean for Tomorrow? with Michael Batnick
Michael Batnick, Director of Research for Ritholz Wealth Management chats with Ed Lopez about getting his start with the Ritholz team, content generation as a tool for business building, managing through a crazy market and the dominance of a few names of major market indices.
Jul 28, 2020•27 min•Season 1Ep. 20
Watching the Fed with Ed Yardeni
Ed welcomes President and Chief Investment Strategist of Yardeni Research and author of the new book, Fed Watching for Fun & Profit, Dr. Ed Yardeni. They discuss the movement of the Fed from both a historical, and present day perspective.
Jul 21, 2020•30 min•Season 1Ep. 19
Taylor Schulte on Retirement Planning
In this episode of Trends with Benefits Ed Lopez catches up with Taylor Schulte, Founder & CEO of Define Financial. They discuss financial planning ideas for retirement and modern marketing ideas for business owners.
Jul 14, 2020•30 min•Season 1Ep. 18
Ed Lopez and Martin Fridson talk Fallen Angel High Yield Bonds
In this episode of Trends with Benefits Ed Lopez interviews Martin Fridson, CIO of Lehman, Livian, Fridson Advisors LLC about high-yield lore from the 80's, the high yield market today and the recent wave of fallen angels.
Jun 30, 2020•35 min•Season 1Ep. 17
Charles Rotblut on Investor Behavior and Sentiment
Charles Rotblut, CFA, VP and AAII Journal Editor joins Ed Lopez on Trends with Benefits to discuss how investors have reacted to recent market volatility, investor sentiment and the potential bargains in small cap stocks.
Jun 23, 2020•31 min•Season 1Ep. 16
The Involuntary Technology Revolution with Dani Fava
Ed Lopez is joined by Dani Fava, Director of Innovation at TD Ameritrade Institutional to discuss the important of innovation and her hunt for new ideas and emerging technologies to help advisors and investors.
Jun 16, 2020•33 min•Season 1Ep. 15
The Future of Alternatives with John Bowman
Ed Lopez, host of Trends with Benefits, discusses the future of alternative investing with John Bowman, Senior Managing Director for the CAIA Association.
Jun 09, 2020•31 min•Season 1Ep. 14
Venturing into Start-Ups with Howard Lindzon
Host of Trends with Benefits, Ed Lopez, discusses the startup and venture capital landscape with Howard Lindzon and how Howard has successfully navigated the complex world of alternative investing.
Jun 02, 2020•34 min•Season 1Ep. 13
Technically Speaking, with J.C. Parets
In this episode of Trends with Benefits, Ed Lopez chats with J.C. Parets, CMT and founder of All Star Charts about technical analysis, current markets, gold and wine.
May 21, 2020•34 min•Season 1Ep. 12
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