Peter Mallouk, CEO at Creative Planning, specializes in advising high-net clients and discusses the evolving landscape of wealth management. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, dives into the Fed's impending rate decision, highlighting its impact on investments. Jan van Eck, CEO of VanEck, shares insights on direct indexing and tokenization, showcasing innovative strategies for managing wealth. The conversation balances optimism with caution, emphasizing the need for emotional management in uncertain financial climates.

Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, discusses the application of academic research to index fund investments. Joanne Bradford, President and Chief Money Officer at Domain Money, flips the narrative on access to financial advice for Americans. Tim White, Co-Founder & CGO at Wealth.com, unveils the vast potential in estate planning, emphasizing AI's role in transforming financial decision-making. They also explore generational dynamics in wealth management and the impact of technology on client relationships.

Matt Casella, President of Richtech Robotics, dives into how robots are revolutionizing industries like hospitality and healthcare. He highlights the potential of service robots and the future of automation in food service. Erin Lewellen, CEO of Tilting Futures, discusses her mission to engage Gen-Z in social change, emphasizing their growing electoral influence and commitment to sustainability. The episode showcases innovative educational initiatives designed to empower young people, challenging stereotypes about Gen-Z while promoting hands-on experiences for real-world impact.

Join Priya Misra, a JPMorgan Asset Management Portfolio Manager, as she tackles the Fed's policy shifts and interest rate cuts. Christian Faes, CEO of Faes & Co, dives into technology-driven direct lending opportunities. Alona Gornick, Senior Investment Strategist at Churchill, sheds light on the evolving private credit market. Saira Malik, CIO at Nuveen, discusses the ongoing Fed rate cut debate. The conversation emphasizes the interplay between economic dynamics and investment strategies, revealing insights for navigating today’s complex financial landscape.

Matt Middleton, Founder & CEO of the Future Proof Festival, shares insights on creating an innovative environment for financial professionals focused on networking and growth. David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why recent economic reports don’t necessitate drastic Federal Reserve changes, emphasizing market resilience. Scott Danner, from Steward Partners, highlights strategies for building elite advisory firms and the significance of succession planning in navigating wealth management.

Join screenwriter Al Gough, known for his work on the cult classic Beetlejuice, alongside movie reviewer Mark Leydorf, as they delve into the creative chaos behind the iconic film. They share insights into working with Tim Burton and the collaborative nature of scriptwriting. Listen as they discuss the surprising success of the Beetlejuice sequel and the dynamic evolution of the character Lydia Deets, touching on themes of mental health and a hopeful future for the franchise.

JF Legault, Deputy CISO at J.P. Morgan Chase, leads the charge against sophisticated cyber threats targeting financial institutions. He discusses transforming employees into proactive cybersecurity sensors and the crucial role of early detection. David Adrian from Chrome shares insights on web browsing protections and real-time monitoring strategies. Together, they emphasize the importance of multi-factor authentication and resilience strategies to counter the evolving landscape of cyber crime and safeguard sensitive customer information.

Pivotal events shape the business landscape, with insights from a recent presidential debate and economic indicators like jobless claims. The launch of the iPhone 16 sparks discussions on Apple's strategies amidst regulatory pressures. Global oil and gas prices reveal complex influences, while corporate leadership is redefined by global citizenship and genuine responsibility. Gender representation in business schools sees progress, but challenges remain for black women in leadership. The journey of an athletic brand emphasizes passion and authenticity in entrepreneurship.

George Ferguson, a Senior Aerospace Analyst, discusses the implications of the Boeing workers' strike, highlighting challenges in production and potential financial repercussions. Scott Wisniewski shares insights on AST SpaceMobile's innovative satellite technology aimed at improving communications. Zeke Faux dives into controversy surrounding a crypto project linked to Trump, while Anda Pho reveals how Evite is turning around its profitability with unique strategies and user-focused innovations.

Derek Jeter, a Hall of Fame shortstop for the New York Yankees, teams up with Chris Riccobono, founder of UNTUCKit, to launch their new athletic clothing line, "Greatness Wins." They share insights on the booming sportswear market and their initial doubts about entering the apparel industry. The duo emphasizes passion and collaboration as key to success, discussing how their partnership mirrors a winning sports team. They also touch on business growth strategies and the challenges of finding a niche in a competitive landscape.