Bloomberg Businessweek Broadcasting live from Schwab Impact in San Francisco
Nov 20, 2024
Omar Aguilar, CEO & CIO of Schwab Asset Management, dives into behavioral finance, revealing how modern investors, especially the younger crowd, are swayed by data-driven choices and their biases in the crypto sphere. Brian Vendig, Chief Investment Officer at MJP Wealth Advisors, shares insights on navigating the booming wealth management landscape, emphasizing the growing demand for tailored investment advice. Together, they unravel the complex dynamics of current market trends, interest rates, and strategic planning in uncertain times.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Wealth Management in a Complex Landscape
01:37 • 2min
Navigating Financial Choices with Schwab
03:56 • 4min
Investing in the Age of Data
08:00 • 4min
Navigating Market Predictions and Advisory Opportunities
12:01 • 2min
Navigating Fixed Income in Uncertain Times
14:22 • 5min
Navigating Interest Rates and Investment Strategies
19:31 • 2min
NVIDIA's Earnings: Market Impacts and Economic Dynamics
21:30 • 7min
Political Implications of Leadership Changes
28:37 • 2min