

Day One from Schwab Impact in Philadelphia
Oct 25, 2023
Rick Wurster discusses the challenges advisors are facing. Joe Grogan talks about making investing simple. Kathy Jones explains the unprecedented year for bonds. Jalina Kerr provides details on products for Schwab's RIA clients.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Navigating the Current Economic Climate
01:39 • 12min
Solutions for Carbon Emissions and Transformative Power of AI
13:34 • 3min
The Shift Towards Cheaper Passive Strategies and the Interest in a Bitcoin ETF
16:12 • 8min
Market analysis and introduction of Kathy Jones
23:47 • 2min
The Challenges of Achieving Economic Growth and Inflation
25:31 • 13min
Earnings of Meta Platform and ExxonMobil's Solutions for Carbon Emissions
38:10 • 3min
The Importance of Advisors in the Financial Industry
41:24 • 13min
Active vs Passive Investing and Opportunities Beyond U.S. Equities
54:31 • 3min