Bloomberg Intelligence CPI, Financial Advising, and DC Latest
Oct 12, 2023
Guests including Trap Kloman, Vance Barse, and Wendy Schiller discuss topics such as the Commonwealth Conference, investing strategies, the war in Israel, real estate, financial advising, the House Speaker candidate, the Republican Party's leadership crisis, the impact of rising interest rates on the real estate market, lack of diversity in the financial advisory industry, challenges faced by financial advisors, and ETFs and alternative investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Maximizing Time with Clients: Supporting Registered Investment Advisors (RIAs)
01:54 • 8min
Long-Term Planning and Sports Team Discussions
09:51 • 3min
Wealth Management and the Shifting Economy
13:10 • 8min
University of Maryland's Conference Decision and Personal Career Journey
21:13 • 2min
The Republican Party's House Speaker Candidate
22:45 • 8min
Crisis of Leadership in the Senate: Republicans and the Blame Game
31:11 • 2min
The Impact of Rising Interest Rates on the Real Estate Market
33:32 • 8min
Lack of Diversity in the Financial Advisory Industry
41:32 • 2min
Financial Advisors' Challenges and Market Outlook
43:44 • 13min
ETFs, Market Share, and Alternative Investments
56:43 • 3min