Episodes
Understand the different types of alternative investments and how to approach them in a portfolio in the context of the broader economy.
Published 10/24/23
Explore whether T-bills fit your investment needs in this market environment.
Published 10/09/23
This episode covers the current environment for solar energy, including recent headwinds and legislation, as well as what the future of the industry looks like.
Published 09/05/23
Jared Woodard shares his view on artificial intelligence, portfolio allocation, recent economic developments and what investors should expect for the rest of the year.
Published 08/22/23
Learn how the 4U platform disrupted an antiquated process within the financial services industry and what it’s like to transition from the corporate world to being an entrepreneur.
Published 08/08/23
Portfolio Manager Ima Casanova covers recent updates in gold markets and shares the top benefits of owning gold in a portfolio.
Published 07/25/23
Robots are becoming increasingly important to society and the economy as they change our everyday lives and transform industries.
Published 07/11/23
Learn how to educate and prepare family members for the wealth transfer to women.
Published 06/22/23
Explore what individual investors can learn from institutional investors in the context of today’s headlines – the banking crisis, small-cap stocks and artificial intelligence.
Published 06/06/23
This special episode of Trends with Benefits features an interview with Host Ed Lopez and looks back to how the podcast began.
Published 05/23/23
Learn about the growth of Brazilian investment markets, including the impact of legislation on the current business climate and widespread crypto adoption.
Published 05/09/23
Understand why financial literacy is important today and what advisors can do to help.
Published 04/25/23
Ed gets a behind-the-scenes look at the making of the documentary “Beyond the Trees” which focuses on the unique management model of the van Eck Forests.
Published 04/18/23
Learn about private market investments, how they provide more exposure, and how to determine if they’re appropriate for your clients’ investing needs.
Published 03/28/23
This episode features Ola El-Shawarby who discusses the macroeconomic drivers in Saudi Arabia, including social and economic reforms and growing sectors.
Published 03/14/23
This episode offers caregiving tools and tips to those in the “sandwich generation” and explains how financial advisors can serve as a key resource when planning for caregiving.
Published 02/28/23
Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Host Ed Lopez and Milton Ezrati, Chief Economist at Vested.
Published 02/07/23
Ed chats with Stacey McKinnon about millennial investors, including their values and behavior, and how the business of financial advice will need to adapt.
Published 01/24/23
Ed is joined by VanEck Portfolio Manager Eric Fine who shares insights on the state of the U.S. economy, including how its monetary policy has set the stage for emerging markets bonds.
Published 01/10/23
Ed chats with Pranav Kanade about crypto terms you should know and what the FTX collapse means for crypto adoption.
Published 12/06/22
Ed meets with Morningstar’s Erin Lash and Damien Conover who offer their perspectives on identifying companies with competitive advantages within the consumer and healthcare sectors.
Published 11/22/22
Ed chats with Vitaliy Katsenelson about everything from the markets to music to meditation.
Published 11/08/22
Ed meets with Anand Sheth, Founding Chairman of the International Lithium Association, to discuss the growth of lithium and its role in decarbonization.
Published 10/24/22
Ed meets with Lorenzo Esparza, CEO and Founding Principal of Manhattan West, about alternative investments and how he built his wealth management business.
Published 10/07/22
Ed meets with CEO Jan van Eck to discuss his macro outlook, including the investment case for bonds, the labor market and corporate profitability.
Published 10/04/22