The Great Portfolio Reset - Live from Investor Connection

The Great Portfolio Reset - Live from Investor Connection

The bears are circling as asset prices are being reset amid higher interest rates. Christine Benz and John Rekenthaler of Morningstar, and Anastasia Amoroso of iCapital, join Caleb at Investor Connection, a live event last week, for a conversation on how individual investors can reset their portfolios given the new market dynamics. Plus, why the Dot Plot, one of the most boring charts in economics and investing, is the most important data set for investors to pay attention to today. LINKS FOR SHOW NOTES https://www.icapitalnetwork.com/about-us/team/anastasia-amoroso/ https://www.morningstar.com/authors/30/christine-benz https://www.morningstar.com/authors/208/john-rekenthaler https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20220921.pdf https://www.federalreservehistory.org/essays/stock-market-crash-of-1987 https://www.c-span.org/video/?1444-1/president-reagan-stock-market-turbulence https://www.investopedia.com/terms/s/sinkingfund.asp https://www.youtube.com/c/investopedia https://registration.socio.events/e/investorconnection/promo-codes/CONNECT Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(293)

The Great Portfolio Reset

The Great Portfolio Reset

Liz Young, Head of Investment Strategy at SoFi, joins the show to help investors reset their portfolios in the face of rising interest rates, red-hot inflation, and a massive sector rotation in capita...

10 Jan 202232min

What's in Store for ETF Investors in 2022?

What's in Store for ETF Investors in 2022?

Tom Lydon, CEO of ETF Trends joins the show to talk about the record-breaking year for ETF inflows and his outlook for 2022, including what's next for crypto, fixed income and global products. (Sign u...

3 Jan 202231min

What’s the Deal, with Kristin Myers

What’s the Deal, with Kristin Myers

The Editor in Chief of The Balance joins the Express to talk about the changing face of money and investing for younger generations, and we play a round of “What’s the Deal,” as we dig into recent hea...

20 Des 202129min

The Golden Age for Individual Investors

The Golden Age for Individual Investors

Jan van Eck, the CEO of Van Eck U.S., joins the Express to talk about why retail investors have never had it better, and why his firm is launching Bitcoin-related ETFs. Plus, consumer prices surged to...

13 Des 202127min

Crypto Myth-Busting with Ric Edelman

Crypto Myth-Busting with Ric Edelman

The legendary financial advisor and radio host  and founder of the Digital Assets Council for Financial Professionals explains why cryptocurrencies need to be taken seriously by all investors, and how...

6 Des 202133min

Trapping stocks with the Wall Street Trapper

Trapping stocks with the Wall Street Trapper

The Trapper joins the show to talk about how his early life on the streets of New Orleans prepared him to become a disciplined and savvy investor, and how he is using his vast online influence to educ...

29 Nov 202133min

Inflation and the Stock Market: A complicated history

Inflation and the Stock Market: A complicated history

Sam Stovall, Chief Investment Strategist for CFRA Research, joins the show to walk us through how historic rises in inflation have impacted markets, and what we should watch out for this time. Plus, s...

22 Nov 202126min

Betterment Comes of Age

Betterment Comes of Age

Sarah Levy, CEO of Betterment, joins the show to talk about how one of the original Robo-Advisors has navigated the past decade and where it is headed in the future. Plus, inflation starts to chip awa...

15 Nov 202127min

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