Advisor Success Series
Freedom Investment Management, Inc.
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
Episodes
Mentioned books
Nov 15, 2019 • 34min
"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors
In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria’s market outlook, why it’s difficult to predict recessions, and how to position for the coming year.
Oct 22, 2019 • 43min
Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise
In this podcast episode, Matt Hougan provides an update on the crypto-currency landscape and why he is not concerned over the SEC’s latest rejection of Bitwise’s proposal for a crypto exchange-traded fund (ETF). Matt also provides valuable insights on the latest crypto-currency trends, increases our understanding of the crypto-currency investment ecosystem, and clears up some misconceptions.
Oct 3, 2019 • 47min
U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke
In this podcast episode, Andrew Opdyke from First Trust shares a more sanguine outlook for the U.S. economy and equities despite lingering concerns over US-China trade conflicts and global manufacturing slowdown.
Aug 30, 2019 • 27min
A Conversation with Brian Cooper of ProAdvisor Coach
On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice. For your free MindScan review- Text 79-79-79, or email Brian directly at Brian@ProAdvisorCoach.com ! https://proadvisorcoach.com/
Aug 13, 2019 • 33min
A Conversation with Motif: Investing in the Next Wave of Innovation
In this episode, we sit down with Hardeep Walia, founder and CEO of Motif. Hardeep discusses Motif’s approach for applying artificial intelligence, natural language processing, and deep data analytics to build global thematic indices tied to the Next Wave of Innovation. This podcast highlights the increased systematization of the asset management industry by advancements in artificial intelligence and big data processing.
Jul 17, 2019 • 38min
Gold and Cash: A Conversation with Rich Farr, Merion Capital Group
In this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest market and macroeconomic outlooks. Listen to why Rich is cautious in the near-term about stocks and credit pricing. Although he is not forecasting a recession, he believes gold and cash are preferable to taking on further equity and fixed income risk.
Jun 18, 2019 • 33min
Navigating China’s Market with Brendan Ahern, CIO of Kraneshares ETFs
On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China’s growing economy. Brendan also shares some counterpoints to some bear market arguments concerning China’s sensitivity to a slowdown in global trade activity and China’s ability to manage its significant debt levels.
May 21, 2019 • 31min
A Conversation with Phil Bak, CEO Exponential ETFs
On this episode, Ben Lavine sits down with Phil to discuss his perspectives on some of the hot issues facing the markets as well as how an independent ETF provider can remain competitive in a sea of big box providers.
May 14, 2019 • 32min
Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/
Apr 25, 2019 • 43min
A Conversation with Larry McDonald from the Bear Traps Report
We are pleased to be joined by Larry McDonald, New York Times bestselling author and CNBC contributor. Larry is the founder of 'The Bear Traps Report', an investment newsletter focused on Political and Systemic Risk with actionable trade ideas and Macro perspective. We discuss with Larry some of the hot macro investment topics covering China, Brazil, Brexit, the U.S. Federal Reserve, reflation versus recession, and the state of the fixed income markets. Larry also reveals where he believes the next bear market will likely emerge from. https://www.thebeartrapsreport.com/
