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 5th, 2024 32m 10s

Joe Mallen discusses how customizable model portfolios can meet financial advisors’ needs.

What’s Shaping the Asset Management Industry with Ben Johnson

Feb 22nd, 2024 41m 32s

Ben Johnson covers the top trends in asset management.

Goals-Based Asset Allocation with Jack Ablin

Feb 6th, 2024 34m 39s

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 23rd, 2024 45m 19s

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 9th, 2024 24m 22s

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 19th, 2023 32m 24s

Mariann Montagne is here to help you prepare for retirement (and sleep better at night).

Who’s Buying Gold? with Axel Merk

Dec 5th, 2023 18m 16s

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 21st, 2023 17m 38s

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 9th, 2023 30m 55s

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 24th, 2023 34m 52s

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 9th, 2023 17m 13s

Explore whether T-bills fit your investment needs in this market environment.

Is Solar Energy the Solution? with Robert Lane

Sep 5th, 2023 39m 21s

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 22nd, 2023 34m 49s

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 8th, 2023 32m 53s

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 25th, 2023 38m 28s

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 11th, 2023 44m 5s

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 22nd, 2023 28m 32s

Learn how to educate and prepare family members for the wealth transfer to women.

The Macro Economy and Institutional Investing

Jun 6th, 2023 35m 20s

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 23rd, 2023 37m 35s

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 9th, 2023 32m 27s

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 25th, 2023 33m 42s

Understand why financial literacy is important today and what advisors can do to help.

Beyond the Trees with Laurie Wayburn and Anthony Gibbs

Apr 18th, 2023 31m 2s

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 28th, 2023 36m 19s

Learn about private market investments, how they provide more exposure, and how to determine if they’re appropriate for your clients’ investing needs.