
 Bloomberg Businessweek
 Bloomberg Businessweek 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 


