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2024 has been an incredible year, and we are so grateful for the support of all our listeners!!

But what can we expect in 2025? Today, we shift our focus to the new year with special guest Marta Norton, Chief Investment Strategist at Empower.

Marta shares her insights on the recent Federal Reserve meeting, market expectations, economic trends, potential recession indicators, and the impacts of AI on the tech sector. We discuss equity valuations, the increased interest in private markets, and the ongoing debate around fiscal policy and government debt.

Get ready for an in-depth discussion on navigating the uncertain landscape of 2025 with practical advice and long-term investment strategies.

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Marta Norton has more than 20 years of experience in the investment management industry. Prior to her role at Empower, Marta most recently served as Chief Investment Officer for the Americas at Morningstar. In that role, she helped oversee more than $57 billion in assets under management and advisement and directed strategies aimed at delivering a wide range of investment objectives, from income to capital appreciation.

Norton held a series of progressively senior leadership positions with Morningstar during her 18-year tenure with the firm. Earlier in her career, Norton served as a research analyst at LECG, LLC and previously worked for the Bureau of Labor Statistics in Washington, DC in support of the agency’s work on the highly watched monthly Producer Price Index, among other projects.

Known for her exceptional macro-level market commentary and long-term market view, Norton has gained recognition across the financial industry, and appears regularly in the media, including the Wall Street Journal, CNBC, and Bloomberg.

Norton has a degree in economics from Wheaton College in Illinois and holds the Chartered Financial Analyst designation.

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