Mike Greene, a seasoned portfolio manager and chief strategist at Simplify Asset Management, dives deep into the pitfalls of passive investing. He discusses how passive strategies can distort market structures and raise risks for investors. Greene also critiques the dominance of major firms like Vanguard, highlighting their influence on market behavior. The conversation touches on the implications of retirement accounts and the ongoing shifts shaping investment dynamics. Ultimately, he challenges listeners to reconsider conventional wisdom surrounding active versus passive investment approaches.

Ari Rosenbaum, a principal at O’Shaughnessy Asset Management, delves into the evolving landscape of personalized investing. He discusses how direct indexing enables investors to align their portfolios with personal values beyond mere financial gains. Rosenbaum explains the significance of customizing investments to reflect ethical beliefs, such as avoiding sectors like firearms. He also touches on the importance of gender diversity in corporate governance and shares strategies for environmentally-conscious investing.

Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University, shares his insights on behavioral finance and the importance of emotional well-being in financial decision-making. He discusses the evolution of finance education, emphasizing the shift from traditional views to a holistic understanding of wealth and happiness. Statman explores values-based investing, the impact of financial decisions on relationships, and the balance between saving and spending for younger generations. He ultimately argues that true fulfillment transcends mere wealth accumulation.

Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and author of "The Laws of Wealth," teams up with finance leader Barry Ritholtz to explore why humans struggle with investing. They discuss how emotional biases, such as overconfidence, cloud our judgment and emphasize the need for a systematic, rules-based approach to investing. The importance of professional guidance is highlighted, showcasing how financial advisors can mitigate these biases and enhance decision-making, especially in unpredictable markets.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute and co-author of a book on economic predictions, shares his insights on the interconnectedness of growth, employment, and inflation. He discusses the impact of restrictive immigration policies and COVID-19 on the labor supply. The conversation explores the influence of economic stimulus measures, challenges of setting inflation targets, and the intricate dynamics of economic cycles. Achuthan also highlights how geopolitical events and demographic trends shape economic forecasts.

Dave Nadig, the Financial Futurist for ETF Trends and ETF Database, delves into the complexities of investing. He simplifies the process with a focus on low-cost diversification and the power of indexed ETFs. Nadig discusses the importance of aligning investments with personal goals and the role of risk management, emphasizing that processes matter more than outcomes. He also highlights the relevance of target date funds and the necessity of commitment in investment choices, reminding us that luck plays a part in financial success.

CEO of Orion, Natalie Wolfsen, discusses career journey, implementing changes for client service, evolution in financial services, tax preparation, ESG investing, AI technology, human vulnerability in security, alternative investments, and technology in financial advisory.

Morgan Housel, author of 'The Psychology of Money', discusses how behavior beats knowledge in investing with Barry Ritholtz. They explore managing fear, greed, and luck, and how to find happiness in financial decisions. The podcast emphasizes the impact of behavior over intelligence in navigating market volatility and the importance of understanding the psychology of money in investing.

Experts at Bloomberg explain complex news stories in just a few minutes, covering topics such as market fluctuations, worldwide elections, and central bank decisions. Simplified insights on key business narratives are provided by a diverse team of experts on the 'Here's Why' podcast.

Gregory Peters, Co-CIO at PGIM Fixed Income, discusses managing a diverse fixed income portfolio, dual leadership benefits, navigating credit risks, shifting interest rate expectations post-COVID, and the transition to fiscal stimulus-heavy 2020s. Insights on tax policies, mentor influences, and US Treasuries investment strategies are shared.