Trends with Benefits

VanEck
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Oct 27, 2020 • 30min

State of the Financial Advisory Business with Ryan Shanks

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.
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Oct 20, 2020 • 32min

The Impact of Retail Investors with Phil Mackintosh

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.
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Oct 13, 2020 • 35min

Omnichannel Retail with Jeff Macke

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.
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Oct 6, 2020 • 37min

Advisor of Tomorrow with Justin Castelli

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.
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Sep 29, 2020 • 31min

ESG Performance with Mark Sloss

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.
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Sep 22, 2020 • 28min

Pete Basgen on the State of Streaming

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.
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Sep 15, 2020 • 38min

Morgan Housel on Behavioral Finance and the Psychology of Money

Ed Lopez chats with Morgan Housel about the importance of understanding one's own psychology when it comes to investing and achieving independence.
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Sep 8, 2020 • 34min

The China Conundrum with Carlos Diez

Ed Lopez chats with Carlos Diez, CEO of MarketGrader about investing in China, navigating the trade war, geopolitics and finding equity growth leaders.
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Sep 3, 2020 • 27min

Bridging the Financial Information Gap with Dasarte Yarnway

In this episode of Trends with Benefits, Ed Lopez speaks with Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group about building an investment advisory practice, bridging the financial information gap, working with professional athletes and taking his business digital.
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Aug 25, 2020 • 33min

Election Cycles with Jeff Hirsch

Ed Lopez and Jeff Hirsch, Editor of Stock Trader's Almanac chat about what to expect from the market during the run up and following the 2020 presidential election, the Best/Worst Six Months strategy, the origins of Stock Trader's Almanac and wax nostalgic about playing rugby.

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