Best Freedom Investment Management Inc Podcasts (2024)

1
That Sinking (Fund) Feeling 19:09

14d ago19:09

19:09

By Steven Briggs

1
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management 29:01

16d ago29:01

29:01

In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …

1
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors 30:03

1M ago30:03

30:03

In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector posi…

1
Marriage and Money for Dummies 32:43

2M ago32:43

32:43

By Steven Briggs

1
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research 27:09

3M ago27:09

27:09

In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors…

1
Don’t Say ‘I Do’ Until You Listen To This 22:48

3M ago22:48

22:48

By Steven Briggs

1
Healthy Money Habits for Partners 30:10

4M ago30:10

30:10

By Steven Briggs

1
Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management 31:01

4M ago31:01

31:01

As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especiall…

1
Tangled Up In Cord-Cutting 26:41

4M ago26:41

26:41

By Steven Briggs

1
Foundational Attitude 24:06

5M ago24:06

24:06

By Steven Briggs

1
Stressed Spending 19:06

5M ago19:06

19:06

By Steven Briggs

1
Food For Thought 35:09

6M ago35:09

35:09

By Steven Briggs

1
2024 – Discipline Is Our Anthem 30:59

6M ago30:59

30:59

By Steven Briggs

1
Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds 36:24

6M ago36:24

36:24

In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavio…

1
Do This Not That, Layoff Edition (Annotated) 22:26

7M ago22:26

22:26

By Steven Briggs

1
Addressing Factor Investing Research With Wes Crill of Dimensional Funds 31:31

7M ago31:31

31:31

In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as …

1
Eyes Wide Open 17:46

8M ago17:46

17:46

By Steven Briggs

1
Coping by Consuming 16:20

8M ago16:20

16:20

By Steven Briggs

1
Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco 37:40

8M ago37:40

37:40

In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed incom…

1
Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers 36:46

9M ago36:46

36:46

The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead …

1
HSA Hacks – Annotated Edition 22:34

9M ago22:34

22:34

By Steven Briggs

1
Level Up – Develop Your Career 24:51

10M ago24:51

24:51

By Steven Briggs

1
Level Up – Invest More 22:25

10M ago22:25

22:25

By Steven Briggs

1
Level Up – Save More Money 29:54

10M ago29:54

29:54

By Steven Briggs

1
The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital 36:58

11M ago36:58

36:58

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strat…

1
Level Up – Spend Smarter 25:08

11M ago25:08

25:08

By Steven Briggs

1
Level Up – Pay Down Debt 30:33

11M ago30:33

30:33

By Steven Briggs

1
Will the Real Financial Planner Please Stand Up? 24:02

12M ago24:02

24:02

By Steven Briggs

1
You Drive Your Career Or Your Career Will Drive You 25:58

1y ago25:58

25:58

By Steven Briggs

1
Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs 47:15

1y ago47:15

47:15

In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. …

1
From Financial Planning to Financial Doing 26:29

1y ago26:29

26:29

By Steven Briggs

1
From 30 to 40: A Decade of Lessons, Learning, and Growth 41:35

1y ago41:35

41:35

By Steven Briggs

1
So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine 51:56

1y ago51:56

51:56

In this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Products Committee at DoubleLine and co-manager on the firm's Total Return, Opportunistic Income, Income, Opportunistic MBS and Strategic MBS strategies. Ken will be sharing his thoughts on current Fed policy and its eventual effects on economic activity …

1
Takeaways from the Collapse of SVB Financial 37:12

1+ y ago37:12

37:12

By Steven Briggs

1
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management 48:54

1+ y ago48:54

48:54

In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of hous…

1
2023 Homebuying Playbook 36:00

1+ y ago36:00

36:00

By Steven Briggs

1
If— 22:47

1+ y ago22:47

22:47

By Steven Briggs

1
Kicking off our 2023 season discussing investment industry trends with VettaFi 44:35

1+ y ago44:35

44:35

We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing industry trends such as ETF adoption, active versus passive management, and how advisors are shifting their practices to an…

1
Run Your Race 24:31

1+ y ago24:31

24:31

By Steven Briggs

1
New Year, Same You, What Do? 23:46

1+ y ago23:46

23:46

By Steven Briggs

1
Be Bold in 2023 37:44

1+ y ago37:44

37:44

By Steven Briggs

1
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust 54:52

1+ y ago54:52

54:52

In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their preferences for how asset al…

1
7 End of Year Tax Tips 20:26

1+ y ago20:26

20:26

By Steven Briggs

1
Lessons From Losing My Mom 30:49

1+ y ago30:49

30:49

By Steven Briggs

1
Fourth Quarter Mindset 13:57

1+ y ago13:57

13:57

By Steven Briggs

1
How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani 35:35

1+ y ago35:35

35:35

In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc. Over a short period of time, Rahul has established a prominent profile within the ‘FinTwit’ community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines. We also discuss the current investment landsc…

1
Finding Solutions That Stick: On Talent Shortage, Culture, And Attracting Clients With Amanda HarNess 26:48

1+ y ago26:48

26:48

There is a shortage of talent right now. Business owners struggle to find workers, leaving them in various difficult positions. They are either offering too much to attract (only to rescind them because they could not afford it) or tolerating their existing ones with bad work behavior to avoid losing them. Either way, the business is hanging on a t…

1
Cultivating Leaders: Building High Performance Teams And Enforcing High Level Of Quality In Products And Services With Cristy O’Connor 24:38

1+ y ago24:38

24:38

Creating a leadership culture and knowing your numbers are the key to any successful business. But how do you cultivate leaders? Cristy O’Connor, a senior business advisor in Cultivating Advisors, shares her insights on how cultivating leaders affects the business in driving it forward. She explains that giving your team a high level of leadership …