Episodes
Hear about inflation regimes over time, how different types of assets function during them, and why today’s core issue is financial excess.
Published 11/05/24
Published 11/05/24
As AI and the semiconductor industry remain in the spotlight and continue to capture investor interest, this episode takes a deep dive into the dominant companies and the competitive landscape.
Published 10/23/24
Find out about market cycles, the 2024 election, and sector opportunities, along with trends like AI, biotech, and Bitcoin.
Published 10/08/24
This episode covers some of the top financial planning goals facing families, including homebuying, childcare, long-term care, and college funding.
Published 09/10/24
What’s the next big thing in finance, tech, and investing? Trends with Benefits is the podcast that gives you an insider’s edge in this fast-paced world.  We tackle everything from tech innovations to revolutionizing your investment strategies to financial planning for the future.  Discover the perks of Trends with Benefits.
Published 09/04/24
Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income.
Published 08/27/24
Learn how turnkey asset management platforms are helping RIAs and how model portfolio adoption has changed over time.
Published 08/13/24
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.
Published 07/30/24
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.
Published 07/16/24
Learn about the top factors to consider when investing in corporate bonds and prominent trends in fixed income.
Published 06/25/24
Bill Ullman joins this episode to discuss padel, a fast-growing racket sport, as well as factors transforming the financial services industry.
Published 05/29/24
Doug Clinton discusses how AI models can drive investment decisions.
Published 05/14/24
Hear about trends in digital assets, including NFTs and tokenization, and how SegMint is enhancing protection for digital assets.
Published 04/30/24
Anne Rhodes discusses estate planning, addresses common obstacles, and highlights why having some plan in place is better than nothing.
Published 04/16/24
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.
Published 03/19/24
Joe Mallen discusses how customizable model portfolios can meet financial advisors’ needs.
Published 03/05/24
Ben Johnson covers the top trends in asset management.
Published 02/22/24
Jack Ablin discusses goals-based investing, volatility in bond markets, the U.S. fiscal situation, and tax loss harvesting.
Published 02/06/24
As geopolitical risks escalate, investors should be aware of the potential financial implications of these events.
Published 01/23/24
Learn from Vellayan Subbiah about running a successful business in India and how digitization and policy changes are impacting the business climate.
Published 01/09/24
Mariann Montagne is here to help you prepare for retirement (and sleep better at night).
Published 12/19/23
Ed Lopez meets with Axel Merk to explore the gold demand of central banks and trends in gold markets.
Published 12/05/23
Laila Kollmorgen is back on the podcast to share what’s going on in the collateralized loan obligation (CLO) market and how to allocate to CLOs.
Published 11/21/23
This episode explores how technology can be used in wealth management to improve financial advisors’ relationships with their clients. 
Published 11/09/23