Explore every episode of the podcast Trends with Benefits

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

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

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?

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

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.

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

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.

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.

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.

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.

This week's special episode was a live event. Ed speaks with our CEO, Jan van Eck about cryptocurrency, the disruption of financial services and the investment opportunities being created.

Ed is joined by Joe Terranova, CNBC contributor on the Halftime Report, Senior Managing Director of Virtus Investment Partners and author of Buy High, Sell Higher to discuss the outlook for long-term investments in today's market.

Ed speaks with Sean Kidney, CEO of the Climate Bonds Initiative ("CBI") about current trends in the green bonds market and the outlook of sustainable finance.

Learn about the importance of behavioral finance in understanding investor emotions, decision-making, and common behavioral mistakes investors make with Chief Behavioral Officer, at RFG Advisory, Brendan Frazier.

00:00 Introduction

03:29 Journey into Behavioral Finance

12:21 Behavioral Mistakes Investors Make

14:17 The Impact of Past Experiences on Financial Behavior

22:43 The Rivalry Between Current and Future Sel

25:15 Understanding Client Goals and Motivations

30:50 The SAFE Framework for Clients

38:11 Setting Expectations to Mitigate Fear

42:39 The Impact of Technology on Human Behavior

44:56 Trend or Fad?

In this episode I speak with Veronica Zhang, Analyst and Deputy Portfolio Manager at VanEck about the trends in sustainable investing and key themes investors should be paying attention to.

I continue our special crypto podcast series by exploring the perceptions, realities and implications of bad actors in bitcoin with Jake Chervinsky. In addition to serving as General Counsel at Compound Labs, he works on regulatory policy for the crypto industry through the Blockchain Association. So, he spends a lot of time working with legislators and has a great sense of how they view crypto.

This week I am joined by Janet Alvarez, TV and online contributor to CNBC and Telemundo and Executive Editor at Wise Bread to discuss the importance of financial literacy, COVID's impact on people of color and the digitalization of journalism.

Ed speaks with Ed Slott, CPA and author of The New Retirement Savings Time Bomb about what investors need to understand about retirement and how they can keep more of what they've saved.

Ed speaks with Envestnet's Dana D'Auria about challenges to traditional asset allocation approaches, navigating "hot" investment trends, the growth versus value dynamic and the alpha thesis of ESG.

In this episode I chat with Sue van der Linden, wealth advisor at Bluestone Planning Group about her advocacy of females in finance.

I continue our special crypto podcast series by welcoming Ari Paul, CIO of BlockTower Capital to the show to discuss how bitcoin is traded and the market outlook for the cryptocurrency amidst its growing acceptance and long awaited legitimization by the government, financial services industry and most importantly, investors.

This week's episode features  a discussion with Mike Alexander, President of Wealth Management for Broadridge about building a next generation advisory practice.

This week's episode delves into the world of REIT income. I chat with Brad Thomas, CEO of Wide Moat Research to discuss COVID's impact on REITS, sector trends he's seeing, identifying quality and the impact of rising rates.

Ed welcomes Howard Lindzon, co-founder of StockTwits back to the show, to discuss the rise of the individual investor.

Hear how understanding individual money stories and shared contributions helps couples build a healthier relationship with each other through money, with Money Together authors Douglas and Heather Boneparth.

00:00 Introduction

02:06 The Book Launch and Reception

10:59 The Impact of Personal Experiences on Financial Views

21:05 Navigating Difficult Conversations About Money

31:39 The Importance of Financial Knowledge

32:11 Joint vs. Separate Accounts

34:26 Navigating Financial Agency

36:23 Addressing Non-Financial Risks

39:43 Planning for Future Caregiving

42:01 The Impact of Technology on Relationships

44:30 Trend or Fad?

Andrew Lane, Director of Equity Research, Index Strategies with Morningstar joins me to talk about Morningstar's Wide Moat approach to stock selection and valuation.

I continue our special crypto podcast series by welcoming Dan Tapiero, Manager Partner and CEO of 10T Holdings and Co-founder of Gold Bullion International, to discuss the investment case for Bitcoin when it comes to institutions.

Jamie Wise, CEO of Periscope Capital and Founder of Buzz Holdings joins me this week to discuss social sentiment as an investment strategy.

In this episode I speak with Hope Jarkowski, Head of Equities for the New York Stock Exchange about the role exchanges are playing to improve access and opportunities for investors.

I kick off our special Bitcoin podcast series with Pierre Rochard, Bitcoin Strategist for Kraken. We discuss what bitcoin is, its authenticity and the key characteristics of bitcoin that attract investors.

I speak with Howard Jay Klein, author of The House Edge casino investment site on Seeking Alpha. We discuss sports and mobile betting and the outlook for the traditional casino and gaming industry.

This week's episode is all about the cryptocurrency ecosystem. Charles Hayter, Co-founder of CryptoCompare joins me to discuss the pricing and indexing of cryptocurrencies.

In this episode I speak with Tom Lydon and David Nadig of ETF Trends about the advisory business and what trends could be in store for 2021.

In this episode I speak with Phil Cichlar, Fixed Income Specialist for Jane Street about the evolution of fixed income and the narrowing divide between retail and institutional investors.

In this episode, I speak with Harley Bassman, publisher of The Convexity Maven about the influence of demographics on interest rates, inflation and alternative income options.

Learn how online investing is redefining transparency, trust, and community for the next generation of retail investors from Blossom CEO Max Nicholson.

00:00 Introduction

02:22 What Is Blossom?

07:14 Privacy vs. Transparency

09:20 Blossom Origin Story

19:59 Where Blossom Fits in the Investor Lifecycle

22:05 Can Tech Help Advisors Serve Smaller Accounts?

29:45 Covered-Call & Single-Stock ETFs: Education vs. Yield-Chasing

34:00 Is the Meme-Stock Era Over?

35:57 Diversification vs. Thematics

39:45 Long-Term Retail Trends

47:24 Trend or Fad?

In this episode, I speak with Laurie Wayburn, an accomplished forest and conservation innovator about her work sustaining America's forests and how it transcends into economic impact.

In this episode, I catch up with Steven Schoenfeld, CEO of MV Index Solutions. We chat about what Israel's recent accords with the UAE and Bahrain mean for investment in the region as well as the need for reassessing how investors define emerging markets.

In this episode I chat with Dr. Gil Chimes, Owner and Clinical Director of Greenwich Sports Medicine, about surging COVID cases and the importance of a healthy lifestyle.

In this episode I speak with Fran Rodilosso, Head of Fixed Income ETF Portfolio Management for VanEck, about where to find value in fixed income and the state of the credit markets.

Ed Lopez and former New York U.S. Representative John Faso discuss the recent election and what a Biden administration may mean for taxes, municipalities, climate policy and China.

In this episode, I speak with Laura Morrison, SVP, Global Head of Listings for Cboe. We discuss her career, leadership experience at NYSE and Cboe, trends in ETFs and what Cboe is doing in European markets.

In this episode, I speak with Ryan Shanks, CEO of FA Match about the state of the financial advisory business, how it has evolved and the changes leading to both, opportunities and challenges for advisors and advisory firms.

In this episode I chat with Phil Mackintosh, Nasdaq Chief Economist about the explosion in retail trading of stocks, options and ETFs that took place this summer.

Jeff Macke, Founder of Macke Asset Management and former cast member of CNBC's Fast Money joins me to discuss retail stocks and how omnichannel marketing is driving a wedge in the space.

In this episode of Trends with Benefits, Justin Castelli, Founder of RLS Wealth Management joins me for a discussion about changes taking place within the financial planning business and how it continues to evolve.

Hear how women breadwinners can take control of their finances through intentional planning, clear goals, and confidence.

In this episode of Trends with Benefits, Mark Sloss, Founder & CEO of Regenerative Investing Strategies, joins me for a discussion about ESG and its influence on investment performance.

Ed speaks with Pete Basgen of Lightstream about the growth of streaming and how user-generated content and changing consumer preferences are shifting the way brands target audiences.

Ed Lopez chats with Morgan Housel about the importance of understanding one's own psychology when it comes to investing and achieving independence.