The Long View

Kathy Stokes, director of Fraud Prevention Programs at AARP, focuses on financial fraud education for older adults. She discusses the alarming rise of investment fraud, revealing $10 billion in reported losses in 2023 alone. Emotional manipulation and sophisticated scams are on the rise, targeting vulnerable populations. Kathy emphasizes the need for skepticism and the use of resources like BrokerCheck to verify advisors. Trusted contacts and proactive measures are essential in safeguarding against deception, along with stronger law enforcement coordination to combat these issues.

Omar Aguilar, CEO of Schwab Asset Management, and Sébastien Page, head of Global Multi-Asset Investing at T. Rowe Price, dive into the complex economic landscape for 2024. They discuss the Federal Reserve's monetary policy and the challenges of economic forecasting amidst inflation. The duo emphasizes evolving strategies for conservative portfolios, highlighting the shift towards fixed income and the significance of diversified asset allocation. Additionally, they explore the implications of market dynamics on retirement planning and the role of alternative assets.

Jackie Cummings Koski is a certified financial planner and author of "F.I.R.E. For Dummies," dedicated to helping late starters on their financial independence journeys. She shares her inspiring story of overcoming a challenging upbringing and navigating financial hurdles, including divorce. Jackie emphasizes the power of financial education, discusses the benefits of Health Savings Accounts, and highlights strategies for achieving financial independence. Her mission is to empower others, proving it's never too late to start on the path to financial freedom.

Daniel Peris, who oversees dividend-focused portfolios for Federated Hermes and has authored several investing books, delves into his new work on dividend investing and the market's paradigm shift. He discusses the crucial role of dividends and cash flows, contrasting traditional financial metrics with the ownership mindset. Peris critiques modern portfolio theory and highlights the resurgence of dividends in investment strategies. He also touches on historical reflections on Russia and its impact on Western relations, weaving an engaging narrative of stability and market evolution.

Matt Hougan, a leading expert in crypto and financial technology, takes listeners on a journey through the evolution of cryptocurrency. He dispels myths around Bitcoin, comparing it to gold while addressing its role in portfolio diversification. Hougan explains how crypto can be integrated into traditional investment strategies and highlights the growth potential of Bitcoin ETFs. He also discusses the risks and challenges cryptocurrencies face, emphasizing the importance of cautious investment approaches as the landscape evolves.

Carl Tannenbaum, chief economist for Northern Trust and former risk chief at the Federal Reserve, shares insightful perspectives on current economic turbulence. He discusses the complexities of trade policies, specifically critiquing tariffs and their impact on inflation and interest rates. The conversation delves into the evolving commercial real estate landscape post-COVID, and the financial lessons learned from recent banking collapses. Tannenbaum also explores the transformative role of AI in the economy and emphasizes the need for adaptive investment strategies.

Brian Feroldi, financial educator and founder of Long Term Mindset, discusses his investing journey, company analysis, and avoiding investing pitfalls. He shares insights on market volatility, valuation challenges, and the impact of rising interest rates on stock market. The podcast emphasizes the importance of education, long-term investing, and avoiding emotional pitfalls in the current market.

Pulitzer Prize-winning journalist Charles Duhigg discusses effective communication and connection, emphasizing deep questioning and active listening. The podcast explores building better relationships through understanding different conversations and quiet negotiation, highlighting the importance of empathy and personalized communication. It challenges communication myths, encourages open-ended questions, and reflects on the impact of close connections on health and happiness.

Renowned investors David Herro and Rajiv Jain discuss international investing at the Morningstar Investment Conference. Topics include navigating challenges in international equity, geopolitical risks, Japanese market reforms, technology investing, and preferences in automotive manufacturers.

Guest Scott Burns, a personal finance columnist, discusses the benefits of Couch Potato Investing, simplified retirement planning with low-cost index funds, importance of diversification, annuities in retirement, home equity, relocation, working in retirement, and go-to financial resources.