

Day Two, Part Two from Future Proof Festival
Sep 18, 2024
Peter Mallouk, CEO at Creative Planning, specializes in advising high-net clients and discusses the evolving landscape of wealth management. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, dives into the Fed's impending rate decision, highlighting its impact on investments. Jan van Eck, CEO of VanEck, shares insights on direct indexing and tokenization, showcasing innovative strategies for managing wealth. The conversation balances optimism with caution, emphasizing the need for emotional management in uncertain financial climates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Wealth Management Trends
01:45 • 10min
Investor Insights and Future Strategies
12:07 • 3min
Navigating Market Fluctuations
15:31 • 7min
Wealth Management Innovations and Fiscal Insights
22:11 • 4min
Government Debt and Economic Forecasts
26:10 • 4min
Shifting Economic Powers and Strategic Investment Insights
29:40 • 2min