The Long View

Neil Shearing, chief economist at Capital Economics, discusses unique forecasts for the global economy, including US growth, China's trajectory, and S&P 500 predictions. He explores challenges in economic forecasting amidst the pandemic, focusing on supply-side impacts and regional performances. The podcast delves into emerging markets' resilience to rate hikes, global economic influences like the US impact on growth, and upcoming elections' effects on trade routes and currency markets.

Our guest on the podcast today is author and columnist, Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. Prior to joining IBD, Matt was a senior financial writer for Capital Group. He was also a personal finance writer and reporter at USA TODAY for nearly 18 years. Matt is also the author of several books, including Fundamental Investing for Dummies, Online Investing for Dummies, and Retirement Planning for Dummies.BackgroundBioInvestor’s Business DailyFundamental Analysis for Dummies, by Matt KrantzOnline Investing for Dummies, by Matt KrantzRetirement Planning for Dummies, by Matt KrantzWork at IBD“CANSLIM Explained: What It Is and How It Works,” by James Chen, Investopedia.com, April 2, 2024.Investors/Strategies“Feisty Rivals Take on Eli Lilly, Novo Nordisk on Weight Loss,” by Matt Krantz, investors.com, March 19, 2024.“How to Make Money on Nvidia—And Take Much Less Risk,” by Matt Krantz, investors.com, March 14, 2024.OtherHow to Make Money in Stocks: A Winning System in Good Times or Bad, by William O’NeilThe Four Pillars of Investing: Lessons for Building a Winning Portfolio, by William BernsteinThe Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risks, by William Bernstein“Bernstein: ‘I Don’t Think the System Needs Nudges. I Think the System Needs Dynamite,’” The Long View podcast, Morningstar.com, May 7, 2019.“Bill Bernstein: We’re Starting to See all of the Signs of a Bubble,” The Long View podcast, Morningstar.com, March 9, 2021.“Bill Bernstein: Revisiting ‘The Four Pillars of Investing,’” The Long View podcast, Morningstar.com, July 11, 2023.QuickenThinkorswim

Victor Haghani, co-author of The Missing Billionaires, delves into optimal wealth allocation, retirement spending strategies, and the impact of leverage on investment returns. He shares insights on navigating low expected returns and emphasizes the importance of making wise financial decisions for a fulfilling life.

Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The Path: Accelerating Your Journey to Financial Freedom with Tony Robbins, and his latest, Money, Simplified. Peter graduated from the University of Kansas with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration degree, also at the University of Kansas.BackgroundBioCreative PlanningPathway Financial EducationBooksMoney, Simplified, by Peter MalloukThe 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right, by Peter MalloukThe Path: Accelerating Your Journey to Financial Freedom, by Peter Mallouk, with Tony RobbinsPodcastsDown the Middle, with Peter Mallouk and Jonathan ClementsSignal or Noise? with Charlie Bilello and Peter MalloukCreative Planning“What to Expect in the Year Ahead,” by Peter Mallouk and Jonathan Clements, creativeplanning.com, Dec. 29, 2023.“Creative Planning Closes on Acquisition of Goldman Sachs Personal Financial Management,” by Diana Britton, wealthmanagement.com, Nov. 3, 2023.“Peter Mallouk: The No. 1 Thing to Look for in Investments Now,” by Dinah Wisenberg Brin, thinkadvisor.com, Feb. 27, 2023.“Tax-Loss Harvesting: What It Is and Why It Matters,” by Taylor Harroun, creativeplanning.com, Oct. 4, 2023.“The Media Has a Fiduciary Responsibility, But It’s Not to You,” by Peter Mallouk, creativeplanning.com, March 15, 2024.Other“How Financial Planners Actually Do Financial Planning (2023),” by Dan Inveen, Michael Kitces, and Meghaan Lurtz, kitces.com, 2023.

Discover the unstoppable rise of index investing with Bryan Armour, covering active vs. passive funds, market implications, fund fees as return predictors, and global fund flows. Explore the dominance of passive investing, the evolution of Bitcoin ETFs, covered call and dividend-focused ETFs, direct indexing benefits, and manager strategies. Dive into insights on wealth platforms, advisor preferences, model portfolios, active ETF growth, and the future of crypto ETFs.

Anne Lester, former head of retirement solutions at J.P. Morgan, shares insights on millennials, investing, and smart savings strategies. She emphasizes starting early, automating savings, and simplifying investing with target date funds. The podcast also delves into her personal journey, reflections on retirement, and navigating success as a woman in a male-dominated field.

JB Taylor, CEO of Wasatch Global Investors, discusses the undervaluation of small cap stocks and the potential for high growth opportunities. He explores investment strategies in the small-cap space and the dominance of mega-cap stocks. The podcast also delves into the investment approach, market dynamics, international investing, embracing mistakes for growth, the success story of O'Reilly Automotive, and the importance of long-term investing.

This podcast features Sonali Pier from PIMCO discussing advantages of fixed income investments, diversification strategies, navigating complex investment landscape of 2022, global approach to fixed income investing, team dynamics in investment strategy, and closing remarks on investments.

Marc Freedman, founder of CoGenerate, explores age diversity in the workplace, advocating for inclusive structures. He discusses the concept of Encore careers and the benefits of continuing to work later in life. Freedman highlights the importance of combating ageism and staying relevant through continuous learning and collaboration between generations.

Roger Young, thought leadership director at T. Rowe Price, discusses topics such as beneficiary designations, transitioning to retirement portfolios, retirement withdrawal strategies, visualizing retirement, simplifying the retirement planning system, and the synergies between music and retirement planning.