The Long View

Eric Simonson, CEO of Abundo Wealth and head of the Advice-Only Network, champions a revolutionary approach to financial planning. He discusses the rise of advice-only services, emphasizing transparency and ethical benefits over traditional commission-based models. Eric shares strategies for aligning personal values with financial habits post-COVID, navigating investment strategies in a volatile market, and maximizing travel rewards through savvy spending. His insights on the advantages of flat-fee financial advice are particularly enlightening for those seeking clarity in their financial journeys.

Rosanne Corcoran, Director of Content Strategy for Daughterhood.org and host of Daughterhood, the Podcast, discusses the unique challenges faced by family caregivers. She emphasizes the importance of community and support among caregivers, highlighting their often isolating experiences. The conversation dives into the financial complexities of long-term care, including Medicare and Medicaid, and suggests practical strategies for navigating these hurdles. Rosanne also shares the emotional toll on caregivers and the vital role of open communication and planning for aging.

In this episode, Dave Sekera, Chief U.S. Market Strategist at Morningstar, and Damien Conover, Director of Equity Research, dive into intriguing stock market dynamics. They assess the Federal Reserve's potential interest rate cuts and review recent earnings, particularly from Adobe. Damien highlights sectors vulnerable to tariffs and suggests stock strategies to navigate market uncertainties. Listeners also gain insights on how geopolitical tensions may impact U.S. stocks, alongside recommendations for undervalued investments to watch.

In this engaging discussion, Paul Ashworth, Chief North America Economist at Capital Economics and the 2010 Wall Street Journal Forecaster of the Year, delves into the complexities of the current economic landscape. He examines the impact of political shifts on forecasting accuracy, emphasizing the unpredictability stemming from recent tariffs and trade policies. The conversation also explores consumer sentiment trends and inflation risks, alongside the broader implications of AI and demographic changes on productivity and economic growth.

Ben Felix, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast, shares his transition from mechanical engineering to finance. He discusses his journey from early disappointments with actively managed funds to advocating for evidence-based portfolio strategies. The conversation dives into home country bias in investments, the role of cryptocurrency, and the importance of transparency in investment fees. Ben emphasizes personalized financial strategies and reflects on the evolving landscape of Canadian retail investing.

Jason Zweig, a renowned financial journalist and author of 'The Intelligent Investor' column in The Wall Street Journal, dives into the wisdom of Benjamin Graham's investing philosophy. He addresses the anxiety surrounding today's markets and the importance of foundational investment principles. Zweig emphasizes essential virtues like discipline and independence, offering strategies to navigate market chaos and avoid emotional pitfalls. He also touches on the connection between personal finance and mentorship, inviting a younger generation to embrace investing.

JL Collins, a leading voice in financial independence, returns to discuss the updated edition of his bestseller, The Simple Path to Wealth. He shares timeless investment philosophies and emphasizes the importance of personal resilience in achieving financial goals. The conversation tackles student debt and strategic investment approaches, advocating for simplicity in investing. Using a humorous beer metaphor, JL distinguishes between speculative bubbles and solid investments, while promoting low-cost index funds for effective diversification.

In this engaging conversation, Arunma Oteh, former treasurer of the World Bank and Nigeria's SEC Director General, discusses the pivotal role of development banks in fostering societal innovations. She shares personal insights on financial literacy, emphasizing its importance in youth education. Oteh also recounts her leadership journey through Nigeria's post-crisis financial landscape, revealing challenges she faced, including political pressures and corruption allegations, highlighting the need for integrity in public service.

Daniel Rasmussen, founder of Verdad Advisors and author of 'The Humble Investor,' shares insights from his impressive finance background. He emphasizes the importance of historical context in investment decisions. Rasmussen critiques private equity for its inflated valuations and high risks, advocating for caution in selecting illiquid assets. He discusses the unpredictability of markets and the value of understanding volatility. Additionally, he highlights opportunities in smaller companies and shares strategies for navigating economic uncertainties.

David Booth, Chairman of Dimensional Fund Advisors and a pioneer in passive investing, shares his insights on finance and art. He discusses how innovative investment strategies emerged from collaboration and thoughtful education at the University of Chicago. Booth delves into the historical performance of small-cap stocks and the crucial role of client trust in turbulent markets. He also reflects on the connection between wealth and art, emphasizing the significance of meaningful investments and the impactful legacies they create.