Trends with Benefits - VanEck

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Ed Lopez Recaps Wealth Management EDGE

Episode 157

Tuesday, July 21, 2026 • Duration 17:15

From the Wealth Management Edge conference floor: VanEck's Head of Product Management Ed Lopez explores what advisors are asking about, from AI and AEO to private markets, real assets, and the three macro themes shaping portfolios.

00:00 Conference Overview and Key Themes

02:04 EDGE Conference evolution

05:28 Christian Munafo's session on private markets

07:20 AEO: Making your business searchable on AI

08:40 Ed Lopez sits on Women in ETFs panel

15:15 Ed's EDGE Takeaways

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A CIO's Take on Geopolitics, the Dollar, and the Case for Going Global

Season 1 · Episode 156

Tuesday, July 7, 2026 • Duration 49:37

Explore why the S&P may be mispricing geopolitical risk, the case for India, the dollar's decline, and gold as a trade (not a strategy), with Mercer Advisors CIO Don Calcagni.

00:00 Introduction and Guest Background

01:57 Changes in Asset Allocation and Private Markets

04:01 US and International Equity Diversification

07:11 Market Concentration and Diversification Benefits

11:14 Geopolitical Risks and Global Market Drivers

16:57 US Political Risks and Domestic Instability

17:53 India's Growth and Investment Potential

24:20 Gold as a Strategic Asset and Trade

29:33 Private Markets and Current Valuations, Access and Risks

35:23 Private Equity and IPO Strategies

40:46 Market Mispricing and Geopolitical Risks

44:14 Long-term Trends and AI Innovation

47:59 Trend or Fad

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Dave Nadig's ETF Reality Check for 2026

Season 1 · Episode 149

Tuesday, February 3, 2026 • Duration 58:44

Explore today's ETF landscape, including retail usage, AI in portfolios, market outlook, regulations, and the rise of active ETFs with President and Director of Research at ETF.com, Dave Nadig.

00:00 Introduction

02:27 ETF Awards and Innovations

04:41 State of the ETF Landscape

12:01 Regulatory Changes and ETF Launches

17:59 Active ETFs and Market Trends

32:04 Navigating the Challenges of Private Investments

38:05 Emerging Trends in Investment Products

40:23 The Impact of AI on Investment Strategies

53:18 Trend or Fad?

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The Future of Food with Ammar James

Season 1 · Episode 69

Friday, November 19, 2021 • Duration 27:41

In this episode, Ed speaks with Ammar James about food inflation, food sustainability and the companies setting the stage for the future of food.

Mastering Your Mindset

Season 1 · Episode 68

Wednesday, October 27, 2021 • Duration 39:26

Ed speaks with personal trainer and wellness coach, Darlene Marshall about understanding your mindset and reframing how you addresses the stresses many of us may be feeling regarding ongoing COVID concerns, return to work and burnout.

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Thematic Investing with Chris Versace

Season 1 · Episode 67

Tuesday, October 19, 2021 • Duration 33:21

In this episode, Ed speaks with Chris Versace, Chief Investment officer of Tematica Research, about the trend in adoption of thematic investing.

Digital India with Angus Shillington

Season 1 · Episode 66

Tuesday, October 12, 2021 • Duration 32:32

In this episode Ed speaks with Angus Shillington about how India is leapfrogging into a digital future and impacting everything from the economy, households, government finances and the potential for investors.

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Investing in Sustainable Communities with R. Paul Herman of HIP Investor

Season 1 · Episode 65

Tuesday, September 28, 2021 • Duration 35:27

Ed speaks with R. Paul Herman, CEO and Founder of HIP Investor about the risks of climate change and the growing demand for investments in sustainable projects.

Institutions Embrace Crypto with Lauren Abendschein

Season 1 · Episode 64

Tuesday, September 7, 2021 • Duration 30:22

Ed speaks with Lauren Abendschein, Head of Institutional Sales at Coinbase about the inner workings of crypto exchanges and why institutions are becoming more comfortable with crypto.

Closing America's Wealth Gap with Calvin Williams Jr.

Season 1 · Episode 63

Wednesday, August 25, 2021 • Duration 30:59

Ed speaks with Calvin Williams Jr., CEO and Founder of Freeman Capital about entrepreneurship, building a wealth management practice and his mission of closing the wealth gap in America.

Trends with Benefits – Details, episodes & analysis

Podcast details

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Spotify

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Trends with Benefits – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other2