Trends with Benefits

Steph Pomboy: AI Debt Binge, Credit Cracks, & Gold Aug 18, 2026 47:43 Explore the case for hard assets over paper, the pension system's growing private credit exposure, and why deglobalization may reshape financial markets for a generation, with Macro Mavens founder Steph Pomboy. 00:00 Introduction 03:04 AI, leverage, and the dot-com parallel 05:54 The competition for capital in 2026 08:48 The $15 trillion capital problem nobody is talking about 09:51 The triple B d

Mark Zandi: Stock Wealth Fuels Growth, But at What Risk? Aug 4, 2026 54:46 Explore the growing divide between top and bottom earners, the wealth effect driving consumer spending, inflation's staying power, and what AI may mean for jobs and the economy, with Moody's Analytics Chief Economist Mark Zandi. 00:00 Introduction 02:01 Divergence Between Economy and Markets 12:03 Consumer Spending Dynamics 18:04 Wealth Effect and Its Implications 23:56 Equity Valuations and Marke

Ed Lopez Recaps Wealth Management EDGE Jul 21, 2026 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

A CIO's Take on Geopolitics, the Dollar, and the Case for Going Global Jul 7, 2026 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

Space, AI, and Private Equity Trends Jun 9, 2026 53:20 AI is creating 'zombie companies' and the next wave of winners may never go public. VanEck's Head of Private Growth Strategies Christian Munafo reveals how to find them, why IPOs are still stalled, and what the SpaceX listing could unlock.

20 Years of GDX: How VanEck Changed the ETF Industry May 26, 2026 43:35 Explore the origin story of VanEck's first ETF, the bullish case for gold, and where the ETF industry may be headed next, with VanEck CEO Jan van Eck and COO Adam Phillips.

This Mining CEO Is Not a Gold Bug. But He Is Bullish. May 12, 2026 47:51 Explore the dynamics of the gold market, supply constraints, technological innovations, gold as a currency, and technology in mining efficiency, with Agnico Eagle Mines CEO Ammar Al-Joundi. 00:00 Introduction 03:30 Drivers of Gold Prices 14:38 Challenges to Gold's Bullish Outlook 17:24 Supply Constraints in Gold Mining 21:33 Advantages of Operating in Developed Markets 25:56 Investor Perspectives

The Tax Changes Nobody Is Talking About Apr 28, 2026 38:12 Explore the biggest tax planning changes of 2026, the One Big Beautiful Act, Roth conversion pitfalls, and how AI is reshaping wealth management, with Wealth.com Senior Tax Strategist Shane Ball. 00:00 Introduction 08:28 The Role of Technology in Tax Planning 17:08 Common Tax Mistakes and Best Practices 17:56 Navigating State and Federal Tax Provisions 18:28 Understanding Roth Conversions 25:09 In

How AI is Shaping Next-Gen Manufacturing Apr 13, 2026 50:48 Explore how AI is transforming industrial automation, machine learning, autonomous manufacturing, and the key workforce skills required, with Rockwell Automation VP Jordan Reynolds. 00:00 Introduction 02:18 Rockwell Automation's Role in Industrial AI 06:03 Adaptable Learning: The Next Inflection Point of Automation 16:39 The Rise of Learning and Adaptation in Automation 29:49 Jobs and Skills in th

EM Debt Strengthens Amid U.S. Fiscal Uncertainty Mar 10, 2026 19:21 Explore U.S. fiscal uncertainty, tariff shifts, Fed changes, and why stronger emerging market fundamentals may offer diversification despite tighter spreads.

The Human Role in Modern Financial Advice Feb 24, 2026 46:21 Explore how fintech and AI expand access to personalized financial guidance, regardless of wealth level, and why human connection is vital in the age of AI with Connective CEO Ian Rosen. 00:00 Introduction 02:49 The Gaps in Financial Education and Advisory Services 09:08 Building Trust in Financial Services 13:03 Addressing Financial Anxiety and Health 14:37 The Journey to Founding Connective 23

Bitcoin's Next Move: Volatility, Cycles & Signals Feb 11, 2026 11:58 Explore Bitcoin's recent price drawdown, the four-year halving cycle, leverage unwinds, market structure shifts, and why long-term Bitcoin adoption continues to advance despite near-term volatility.

Dave Nadig's ETF Reality Check for 2026 Feb 3, 2026 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

Why We Panic, Hesitate, and Chase Markets Jan 20, 2026 46:53 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 Curr

How Couples Can Become a Financial Team Jan 6, 2026 48:22 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

Harnessing Social Media for Smarter Investing Nov 25, 2025 49:48 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: Educ

The Power of Financial Planning for Women Breadwinners Nov 11, 2025 53:53 Hear how women breadwinners can take control of their finances through intentional planning, clear goals, and confidence.

The Future Hard Asset Supercycle: Inflation, Credit & Geopolitics Oct 28, 2025 56:36 In this episode of Trends with Benefits, Ed Lopez sits down with Larry McDonald, Founder of the Bear Traps Report, to discuss the current state of financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global

Robinhood's Approach to Reaching Next-Gen Investors Oct 14, 2025 46:03 Steph Guild, CIO and Director of Investment Strategy at Robinhood, shares insights on AI, next-gen investors, market shifts, and financial education.

Future-Proof Investing: Stephanie Link on the Biggest Growth Trends Sep 30, 2025 48:04 Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, unpacks investor sentiment, tech innovation, and demographic shifts, and what's next for Q4 and beyond.

Inside MP Materials and America's Rare Earth Revival Sep 16, 2025 56:31 MP Materials CFO Ryan Corbett shares how his firm is rebuilding America's rare earth supply chain by securing magnets for EVs, defense, and tech in a post-China world.

How Investor Sentiment is Driving the Markets with Jamie Wise Sep 5, 2025 50:56 Find out how online sentiment can be used to track dynamic stock themes, like AI, crypto, and space, and why retail investors remain a powerful market force.

The GENIUS Act: A Game Changer for Stablecoins, with Matthew Sigel Aug 29, 2025 16:27 Understand the GENIUS Act and its impact on stablecoins, the U.S. banking system, payments, and crypto adoption across traditional finance.

The GENIUS Act: A Game Changer for Stablecoins Aug 21, 2025 16:27 Understand the GENIUS Act and its impact on stablecoins, the U.S. banking system, payments, and crypto adoption across traditional finance.

Catching Big Trends: Todd Sohn on ETFs, Sentiment & Market Signals Jul 22, 2025 47:51 Todd Sohn breaks down 2025's top trends, from crypto and thematics to smart risk tools, and how investors are using ETFs to stay agile, diversified and ahead of the market curve.

Alts for All: Retail Investors and the Private Market Revolution Jul 8, 2025 51:36 Find out from Eric Mancini how private investments are transforming portfolios, offering new access points, lower correlations, and long-term growth through evolving fund structures and strategies.

The Next Big Shift in Investing Has Begun with Jim Wiandt Jun 17, 2025 46:25 Learn how ETF pioneer Jim Wiandt is using AI, fintech, and venture capital to enhance advisor-client gaps, build smart infrastructure, and shape the future of personalized investing.

Big News for Nuclear Energy—What It Means for Investors May 29, 2025 11:11 Find out about the future of nuclear power in the U.S.

Back the Farmer, Bank the Yield: Farmland Lending Takes Root May 20, 2025 44:22 Dr. David Mieczkowski of AgAmerica discusses trade impacts, farmland investing, ag lending trends, and the future of U.S. farming in a changing economic and demographic landscape.

Navigating 2025 Without Losing Your Mind May 6, 2025 42:57 Mary Ann Bartels unpacks 2025 market volatility, AI trends, crypto, and how Star Trek may have predicted our digital financial future.

The Case for Israel and Global Diversification in 2025 Apr 24, 2025 29:34 Discover the current state of global markets, tariff risks, implications for investors, and opportunities beyond the U.S., including Israel.

Bringing Institutional-Grade Investing to Individual Portfolios Apr 1, 2025 30:02 Learn how institutional investing, proper diversification, and goal-driven planning are transforming wealth management for modern families.

Unlocking the VC Secondary Market Mar 4, 2025 39:42 Explore how VC secondary markets are transforming venture capital, what's fueling their growth and how they are creating new opportunities for investors.

Navigating Private Investments and Alternatives with Craig Robson Feb 19, 2025 39:36 Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth.

Reviewing Crypto Predictions with Matthew Sigel Feb 3, 2025 25:48 VanEck's Matthew Sigel reflects on his 2024 crypto predictions—wins, misses, and what's next for 2025, including his bitcoin price target and the Trump administration's impact on crypto.

How Tech and Consolidation Are Reshaping the RIA Industry with Eric Flynn Jan 21, 2025 29:17 Find out how technology, AI, and consolidation are transforming RIAs as Eric Flynn shares insights on scaling firms, offering seamless client experiences, and industry trends.

Shape Up Your Financial Health with Shannon McLay Jan 6, 2025 36:56 Learn how to improve your financial health by overcoming emotional spending, identifying your non-negotiable spending habits, and setting goals-based budgeting strategies.

Harvesting Opportunities in the Agricultural Commodities Market with Sal Gilbertie Dec 3, 2024 33:38 This episode's guest is Sal Gilbertie, the CEO and founder of Teucrium Trading, a leader in commodity-focused exchange-traded funds (ETFs). We discuss the impact of geopolitics, the Trump administration, and climate change on the pricing of agricultural commodities. Sal dives into how to approach investing in different commodities and shares what led him to founding Teucrium.

Is Inflation Conquered? With David Schassler Nov 5, 2024 22:19 Hear about inflation regimes over time, how different types of assets function during them, and why today's core issue is financial excess.

Unpacking the Semiconductor Market: AI and Beyond with Brian Colello Oct 23, 2024 43:08 As AI and the semiconductor industry remain in the spotlight and continue to capture investor interest, this episode takes a deep dive into the dominant companies and the competitive landscape.

How Election Cycles and Seasonality Affect Market Patterns with Jeff Hirsch Oct 8, 2024 32:16 Find out about market cycles, the 2024 election, and sector opportunities, along with trends like AI, biotech, and Bitcoin.

Financial Planning Strategies for Uncertain Markets with Katy Song Sep 10, 2024 40:11 This episode covers some of the top financial planning goals facing families, including homebuying, childcare, long-term care, and college funding.

Trends with Benefits Podcast Trailer – Discover the Perks Sep 4, 2024 54 What's the next big thing in finance, tech, and investing? Trends with Benefits is the podcast that gives you an insider's edge in this fast-paced world. We tackle everything from tech innovations to revolutionizing your investment strategies to financial planning for the future. Discover the perks of Trends with Benefits.

What's Next in Markets with Cameron Dawson Aug 27, 2024 45:19 Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income.

Scaling Advisor Solutions with TAMPs Aug 13, 2024 37:24 Learn how turnkey asset management platforms are helping RIAs and how model portfolio adoption has changed over time.

The Business of Sports with Will Wilson Jul 30, 2024 32:30 Following the recent start of the Paris 2024 Olympics, Will Wilson discusses the Olympics economy, why he thinks sponsors are the biggest "winners," and wealth management for athletes.

Investing Using Artificial Intelligence with Ron Insana Jul 16, 2024 36:25 Hear from Ron Insana about artificial intelligence as an investing tool, India's economic potential, and whether he's concerned about Nvidia's concentration in the market.

Investing in Corporate Credit with Winnie Cisar Jun 25, 2024 38:29 Learn about the top factors to consider when investing in corporate bonds and prominent trends in fixed income.

The Growth of Padel and What's Next in Financial Services May 29, 2024 37:30 Bill Ullman joins this episode to discuss padel, a fast-growing racket sport, as well as factors transforming the financial services industry.

AI-Powered Investing with Doug Clinton May 14, 2024 39:26 Doug Clinton discusses how AI models can drive investment decisions.

NFTs and Tokenization with Matt Bartlett Apr 30, 2024 22:19 Hear about trends in digital assets, including NFTs and tokenization, and how SegMint is enhancing protection for digital assets.

Estate Planning with Anne Rhodes Apr 16, 2024 34:07 Anne Rhodes discusses estate planning, addresses common obstacles, and highlights why having some plan in place is better than nothing.

Supporting Bitcoin Core Developers with Brink Mar 19, 2024 35:08 Learn about the technical side of bitcoin, including the developers who maintain the network, how they do it, and how Brink supports them through grants and fellowships.

Model Portfolio Solutions with Joe Mallen Mar 5, 2024 32:10 Joe Mallen discusses how customizable model portfolios can meet financial advisors' needs.

What's Shaping the Asset Management Industry with Ben Johnson Feb 22, 2024 41:32 Ben Johnson covers the top trends in asset management.

Goals-Based Asset Allocation with Jack Ablin Feb 6, 2024 34:39 Jack Ablin discusses goals-based investing, volatility in bond markets, the U.S. fiscal situation, and tax loss harvesting.

Geopolitics and Your Portfolio with Charles Myers Jan 23, 2024 45:19 As geopolitical risks escalate, investors should be aware of the potential financial implications of these events.

Creating Shareholder Value Amid India's Digitization with Vellayan Subbiah Jan 9, 2024 24:22 Learn from Vellayan Subbiah about running a successful business in India and how digitization and policy changes are impacting the business climate.

Get Ready for Retirement with Mariann Montagne Dec 19, 2023 32:24 Mariann Montagne is here to help you prepare for retirement (and sleep better at night).

Who's Buying Gold? with Axel Merk Dec 5, 2023 18:16 Ed Lopez meets with Axel Merk to explore the gold demand of central banks and trends in gold markets.

How to Allocate to CLOs with Laila Kollmorgen Nov 21, 2023 17:38 Laila Kollmorgen is back on the podcast to share what's going on in the collateralized loan obligation (CLO) market and how to allocate to CLOs.

Modernizing Financial Advice with Ritik Malhotra Nov 9, 2023 30:55 This episode explores how technology can be used in wealth management to improve financial advisors' relationships with their clients.

Alternative Investment Allocation with Joe Taiber Oct 24, 2023 34:52 Understand the different types of alternative investments and how to approach them in a portfolio in the context of the broader economy.

To T-Bill or Not to T-Bill Oct 9, 2023 17:13 Explore whether T-bills fit your investment needs in this market environment.

Is Solar Energy the Solution? with Robert Lane Sep 5, 2023 39:21 This episode covers the current environment for solar energy, including recent headwinds and legislation, as well as what the future of the industry looks like.

The Shift From a 2% to a 5% World and the 60/40 Portfolio with Jared Woodard Aug 22, 2023 34:49 Jared Woodard shares his view on artificial intelligence, portfolio allocation, recent economic developments and what investors should expect for the rest of the year.

Alleviating Advisor Challenges with Denise Wypiszenski Aug 8, 2023 32:53 Learn how the 4U platform disrupted an antiquated process within the financial services industry and what it's like to transition from the corporate world to being an entrepreneur.

Divergent Trends in Gold Markets Explained with Ima Casanova Jul 25, 2023 38:28 Portfolio Manager Ima Casanova covers recent updates in gold markets and shares the top benefits of owning gold in a portfolio.

A Robotics Rundown with Luis Sentis Jul 11, 2023 44:05 Robots are becoming increasingly important to society and the economy as they change our everyday lives and transform industries.

To the Widow Goes the Wealth Jun 22, 2023 28:32 Learn how to educate and prepare family members for the wealth transfer to women.

The Macro Economy and Institutional Investing Jun 6, 2023 35:20 Explore what individual investors can learn from institutional investors in the context of today's headlines – the banking crisis, small-cap stocks and artificial intelligence.

The Man Behind the Mic May 23, 2023 37:35 This special episode of Trends with Benefits features an interview with Host Ed Lopez and looks back to how the podcast began.

Brush Up on Brazilian Investment Markets with Caue Mancanares May 9, 2023 32:27 Learn about the growth of Brazilian investment markets, including the impact of legislation on the current business climate and widespread crypto adoption.

Financial Literacy with Lisa Crafford Apr 25, 2023 33:42 Understand why financial literacy is important today and what advisors can do to help.

Beyond the Trees with Laurie Wayburn and Anthony Gibbs Apr 18, 2023 31:02 Ed gets a behind-the-scenes look at the making of the documentary "Beyond the Trees" which focuses on the unique management model of the van Eck Forests.

Accessing Private Markets with Matt Malone Mar 28, 2023 36:19 Learn about private market investments, how they provide more exposure, and how to determine if they're appropriate for your clients' investing needs.

Saudi Arabia: A Rising Investment Destination with Ola El-Shawarby Mar 14, 2023 38:36 This episode features Ola El-Shawarby who discusses the macroeconomic drivers in Saudi Arabia, including social and economic reforms and growing sectors.

Caregiving Planning for the Sandwich Generation with Sarah Ricca Feb 28, 2023 27:21 This episode offers caregiving tools and tips to those in the "sandwich generation" and explains how financial advisors can serve as a key resource when planning for caregiving.

Economic Updates with Milton Ezrati Feb 7, 2023 15:35 Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Host Ed Lopez and Milton Ezrati, Chief Economist at Vested.

Wealth Planning for the Largest Generation, Millennials, with Stacey McKinnon Jan 24, 2023 38:39 Ed chats with Stacey McKinnon about millennial investors, including their values and behavior, and how the business of financial advice will need to adapt.

Episodes

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