Trends with Benefits

Mary Ann Bartels unpacks 2025 market volatility, AI trends, crypto, and how Star Trek may have predicted our digital financial future.

Discover the current state of global markets, tariff risks, implications for investors, and opportunities beyond the U.S., including Israel.

Learn how institutional investing, proper diversification, and goal-driven planning are transforming wealth management for modern families.

Javier Avalos, CEO of CapLite, brings his expertise on the VC secondary market, shedding light on its explosive growth from $25 billion to an estimated $120 billion. He discusses how the shift towards longer private company lifespans has created liquidity demands and the emerging role of Chief Liquidity Officers. The conversation also tackles the democratization of venture capital through private credit ETFs, making investments accessible to more than just the affluent. Plus, Javier shares insights on biohacking for startup founders to optimize their health amidst demanding environments.

In this engaging conversation, Craig Robson, founding principal of Region Peak Wealth Advisors, shares his expertise in navigating private investments. He reveals the growing allure of alternatives like private equity and digital assets for portfolio diversification. Discussions include the unique returns of various asset classes, alongside strategies for identifying suitable investors. Craig also delves into the risks of private equity secondaries and the future of healthcare investments, offering insights on the evolving financial landscape for wealth creators.

VanEck’s Matthew Sigel reflects on his 2024 crypto predictions—wins, misses, and what’s next for 2025, including his bitcoin price target and the Trump administration’s impact on crypto.

Find out how technology, AI, and consolidation are transforming RIAs as Eric Flynn shares insights on scaling firms, offering seamless client experiences, and industry trends.

Learn how to improve your financial health by overcoming emotional spending, identifying your non-negotiable spending habits, and setting goals-based budgeting strategies.

This episode’s guest is Sal Gilbertie, the CEO and founder of Teucrium Trading, a leader in commodity-focused exchange-traded funds (ETFs). We discuss the impact of geopolitics, the Trump administration, and climate change on the pricing of agricultural commodities. Sal dives into how to approach investing in different commodities and shares what led him to founding Teucrium.

Hear about inflation regimes over time, how different types of assets function during them, and why today’s core issue is financial excess.