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1. Be Skeptical: Don’t Trust Your Prospect
When a prospect meets with you for the first time and tells you about their situation, it’s easy to interpret that as engagement towards coming on board with you. A prospect who seems to know what they want? That’s music to your ears. — Ari Galper
2. Biden’s Election Troubles and the Market Implications
As many of you are no doubt aware by now, France’s left-wing New Popular Front alliance thwarted Marine Le Pen’s National Rally party in a stunning upset, leaving the country without a clear majority in parliament. President Emmanuel Macron’s call for parties to form a governing alliance reflects the profound uncertainty gripping the country. In his open letter, Macron remarked that “no one won,” highlighting the political limbo France now faces. — Frank Holmes
3. Begin the Begin
The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy, and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money. — Chris Versace, Bob Lang and Lindsey Bell
4. Fed Rate Cuts: A Signal To Sell Stocks and Buy Bonds?
With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising. Notably, following the latest consumer price index (CPI) report, which was weaker than expected, the odds of Fed rate cuts by September rose sharply. According to the CME, the odds of a 0.25% cut to the Fed rate are now 90%. — Lance Roberts
5. Advisory Industry Faces Myriad Retention Challenges
Tens of thousands of U.S. advisors are baby boomers, meaning they’re getting closer and closer to retirement. Some are preparing to sell their practices to outside while others are readying transitions to current staff and/or family members. However, those scenarios don’t cover 100% of near retirement boomers. Nor do they account for the fact that fewer college students and young people are eyeing making a career out of wealth management. — Todd Shriber
6. Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz
In this podcast, we are joined by Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising markets of Japan and India, and strategies to effectively navigate and hedge risks in these regions. — Power Your Advice
7. Magnificent 7 Earnings Lookahead: Alphabet, Microsoft, Tesla, Meta, Amazon, Apple, Nvidia
US earnings season is upon us. It’s been macro-economic data driving markets in recent weeks, as investors try and second guess the Federal Reserve’s next move with interest rates. So, it’s a welcome relief to have some company earnings to dive into. — Matt Britzman
8. Client Complaints: Resolve or Resist?
Client complaints are a fact of life. It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and they are unpredictable creatures with ever-shifting expectations. The art of good client complaint handling is knowing when to fight and when to just fix it. — Tony Vidler
9. Is AI a New Engine for Emerging-Market Equity Investors?
Historically known for low-cost manufacturing, emerging markets have rapidly shifted focus to become active participants—and in some cases leaders—in the global technology revolution. More than 10,000 tech companies have been founded in emerging markets since 2014, with Asia, Africa, Latin America and the Middle East all participating in this innovation boom. And while this growth spans the broad technology spectrum, emerging markets are playing an increasingly influential role in the delivery of AI-enabled technologies. — Stuart Rae
10. People Buying Bitcoins Are Psychos?
The research specifically states that “crypto investment and ownership tends to appeal to people who are more argumentative, anti-authoritarian, and prefer to get their news from non-mainstream social media sites”. Is that me? Or you? Well, it does amount to around five million people in Britain who hold cryptoassets and over 90 million Americans. — Chris Skinner
11. Investment Considerations During an Election Year
People care about politics, markets do not. Stocks tend to do well in presidential election years, and 2024 has been no exception. All but four of the last 24 election years have seen stocks deliver positive returns, and three of those that did not were periods of economic crisis (1932, 2000, 2008). In the near term though, political agendas could help boost individual sectors – especially in the case of a party controlling both the White House and Congress. That said, attempting to position portfolios around the political outlook for certain sectors isn’t likely to be a winning strategy, as party goals are not the only factor influencing company results. Investors are better served tuning out the election noise and focusing on the long- term fundamental drivers of markets. — Lincoln Financial Group