Trends with Benefits
Episodes
EM Debt Strengthens Amid US Fiscal Uncertainty
10 Mar 2026
Contributed by Lukas
Explore US fiscal uncertainty, tariff shifts, Fed changes, and why stronger emerging market fundamentals may offer diversification despite tighter spr...
The Human Role in Modern Financial Advice
24 Feb 2026
Contributed by Lukas
Explore how fintech and AI expand access to personalized financial guidance, regardless of wealth level, and why human connection is vital in the age...
Bitcoin's Next Move: Volatility, Cycles & Signals
11 Feb 2026
Contributed by Lukas
Explore Bitcoin's recent price drawdown, the four-year halving cycle, leverage unwinds, market structure shifts, and why long-term Bitcoin adoption c...
Dave Nadig's ETF Reality Check for 2026
03 Feb 2026
Contributed by Lukas
Explore today's ETF landscape, including retail usage, AI in portfolios, market outlook, regulations, and the rise of active ETFs with President and D...
Why We Panic, Hesitate, and Chase Markets
20 Jan 2026
Contributed by Lukas
Learn about the importance of behavioral finance in understanding investor emotions, decision-making, and common behavioral mistakes investors make wi...
How Couples Can Become a Financial Team
06 Jan 2026
Contributed by Lukas
Hear how understanding individual money stories and shared contributions helps couples build a healthier relationship with each other through money, w...
Matt Barkley on Market Concentration and Today's Investing Reality
09 Dec 2025
Contributed by Lukas
Matt Barkley discusses AI valuations, the role of energy in the AI boom, Bitcoin's long-term investment case, and how his NFL mindset has influenced h...
Harnessing Social Media for Smarter Investing
25 Nov 2025
Contributed by Lukas
Learn how online investing is redefining transparency, trust, and community for the next generation of retail investors from Blossom CEO Max Nicholson...
The Power of Financial Planning for Women Breadwinners
11 Nov 2025
Contributed by Lukas
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
28 Oct 2025
Contributed by Lukas
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 fin...
Robinhood's Approach to Reaching Next-Gen Investors
14 Oct 2025
Contributed by Lukas
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
30 Sep 2025
Contributed by Lukas
Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, unpacks investor sentiment, tech innovation, and demographic ...
Inside MP Materials and America's Rare Earth Revival
16 Sep 2025
Contributed by Lukas
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...
How Investor Sentiment is Driving the Markets with Jamie Wise
05 Sep 2025
Contributed by Lukas
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 marke...
The GENIUS Act: A Game Changer for Stablecoins, with Matthew Sigel
29 Aug 2025
Contributed by Lukas
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
21 Aug 2025
Contributed by Lukas
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
22 Jul 2025
Contributed by Lukas
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 a...
Alts for All: Retail Investors and the Private Market Revolution
08 Jul 2025
Contributed by Lukas
Find out from Eric Mancini how private investments are transforming portfolios, offering new access points, lower correlations, and long-term growth ...
The Next Big Shift in Investing Has Begun with Jim Wiandt
17 Jun 2025
Contributed by Lukas
Learn how ETF pioneer Jim Wiandt is using AI, fintech, and venture capital to enhance advisor-client gaps, build smart infrastructure, and shape the f...
Big News for Nuclear Energy—What It Means for Investors
29 May 2025
Contributed by Lukas
Find out about the future of nuclear power in the U.S.
Back the Farmer, Bank the Yield: Farmland Lending Takes Root
20 May 2025
Contributed by Lukas
Dr. David Mieczkowski of AgAmerica discusses trade impacts, farmland investing, ag lending trends, and the future of U.S. farming in a changing econom...
Navigating 2025 Without Losing Your Mind
06 May 2025
Contributed by Lukas
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
24 Apr 2025
Contributed by Lukas
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
01 Apr 2025
Contributed by Lukas
Learn how institutional investing, proper diversification, and goal-driven planning are transforming wealth management for modern families.
Unlocking the VC Secondary Market
04 Mar 2025
Contributed by Lukas
Explore how VC secondary markets are transforming venture capital, what's fueling their growth and how they are creating new opportunities for invest...
Navigating Private Investments and Alternatives with Craig Robson
19 Feb 2025
Contributed by Lukas
Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in...
Reviewing Crypto Predictions with Matthew Sigel
03 Feb 2025
Contributed by Lukas
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 Tr...
How Tech and Consolidation Are Reshaping the RIA Industry with Eric Flynn
21 Jan 2025
Contributed by Lukas
Find out how technology, AI, and consolidation are transforming RIAs as Eric Flynn shares insights on scaling firms, offering seamless client experie...
Shape Up Your Financial Health with Shannon McLay
06 Jan 2025
Contributed by Lukas
Learn how to improve your financial health by overcoming emotional spending, identifying your non-negotiable spending habits, and setting goals-based...
Harvesting Opportunities in the Agricultural Commodities Market with Sal Gilbertie
03 Dec 2024
Contributed by Lukas
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...
Is Inflation Conquered? With David Schassler
05 Nov 2024
Contributed by Lukas
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
23 Oct 2024
Contributed by Lukas
As AI and the semiconductor industry remain in the spotlight and continue to capture investor interest, this episode takes a deep dive into the domin...
How Election Cycles and Seasonality Affect Market Patterns with Jeff Hirsch
08 Oct 2024
Contributed by Lukas
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
10 Sep 2024
Contributed by Lukas
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
04 Sep 2024
Contributed by Lukas
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 w...
What's Next in Markets with Cameron Dawson
27 Aug 2024
Contributed by Lukas
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
13 Aug 2024
Contributed by Lukas
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
30 Jul 2024
Contributed by Lukas
Following the recent start of the Paris 2024 Olympics, Will Wilson discusses the Olympics economy, why he thinks sponsors are the biggest "winners," ...
Investing Using Artificial Intelligence with Ron Insana
16 Jul 2024
Contributed by Lukas
Hear from Ron Insana about artificial intelligence as an investing tool, India's economic potential, and whether he's concerned about Nvidia's concen...
Investing in Corporate Credit with Winnie Cisar
25 Jun 2024
Contributed by Lukas
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
29 May 2024
Contributed by Lukas
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
14 May 2024
Contributed by Lukas
Doug Clinton discusses how AI models can drive investment decisions.
NFTs and Tokenization with Matt Bartlett
30 Apr 2024
Contributed by Lukas
Hear about trends in digital assets, including NFTs and tokenization, and how SegMint is enhancing protection for digital assets.
Estate Planning with Anne Rhodes
16 Apr 2024
Contributed by Lukas
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
19 Mar 2024
Contributed by Lukas
Learn about the technical side of bitcoin, including the developers who maintain the network, how they do it, and how Brink supports them through gra...
Model Portfolio Solutions with Joe Mallen
05 Mar 2024
Contributed by Lukas
Joe Mallen discusses how customizable model portfolios can meet financial advisors' needs.
What's Shaping the Asset Management Industry with Ben Johnson
22 Feb 2024
Contributed by Lukas
Ben Johnson covers the top trends in asset management.
Goals-Based Asset Allocation with Jack Ablin
06 Feb 2024
Contributed by Lukas
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
23 Jan 2024
Contributed by Lukas
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
09 Jan 2024
Contributed by Lukas
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
19 Dec 2023
Contributed by Lukas
Mariann Montagne is here to help you prepare for retirement (and sleep better at night).
Who's Buying Gold? with Axel Merk
05 Dec 2023
Contributed by Lukas
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
21 Nov 2023
Contributed by Lukas
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
09 Nov 2023
Contributed by Lukas
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
24 Oct 2023
Contributed by Lukas
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
09 Oct 2023
Contributed by Lukas
Explore whether T-bills fit your investment needs in this market environment.
Is Solar Energy the Solution? with Robert Lane
05 Sep 2023
Contributed by Lukas
This episode covers the current environment for solar energy, including recent headwinds and legislation, as well as what the future of the industry ...
The Shift From a 2% to a 5% World and the 60/40 Portfolio with Jared Woodard
22 Aug 2023
Contributed by Lukas
Jared Woodard shares his view on artificial intelligence, portfolio allocation, recent economic developments and what investors should expect for the...
Alleviating Advisor Challenges with Denise Wypiszenski
08 Aug 2023
Contributed by Lukas
Learn how the 4U platform disrupted an antiquated process within the financial services industry and what it's like to transition from the corporate ...
Divergent Trends in Gold Markets Explained with Ima Casanova
25 Jul 2023
Contributed by Lukas
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
11 Jul 2023
Contributed by Lukas
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
22 Jun 2023
Contributed by Lukas
Learn how to educate and prepare family members for the wealth transfer to women.
The Macro Economy and Institutional Investing
06 Jun 2023
Contributed by Lukas
Explore what individual investors can learn from institutional investors in the context of today's headlines – the banking crisis, small-cap stocks...
The Man Behind the Mic
23 May 2023
Contributed by Lukas
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
09 May 2023
Contributed by Lukas
Learn about the growth of Brazilian investment markets, including the impact of legislation on the current business climate and widespread crypto adop...
Financial Literacy with Lisa Crafford
25 Apr 2023
Contributed by Lukas
Understand why financial literacy is important today and what advisors can do to help.
Beyond the Trees with Laurie Wayburn and Anthony Gibbs
18 Apr 2023
Contributed by Lukas
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 Fores...
Accessing Private Markets with Matt Malone
28 Mar 2023
Contributed by Lukas
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
14 Mar 2023
Contributed by Lukas
This episode features Ola El-Shawarby who discusses the macroeconomic drivers in Saudi Arabia, including social and economic reforms and growing sect...
Caregiving Planning for the Sandwich Generation with Sarah Ricca
28 Feb 2023
Contributed by Lukas
This episode offers caregiving tools and tips to those in the "sandwich generation" and explains how financial advisors can serve as a key resource w...
Economic Updates with Milton Ezrati
07 Feb 2023
Contributed by Lukas
Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Host Ed Lopez and Milto...
Wealth Planning for the Largest Generation, Millennials, with Stacey McKinnon
24 Jan 2023
Contributed by Lukas
Ed chats with Stacey McKinnon about millennial investors, including their values and behavior, and how the business of financial advice will need to a...
The Stage is Set for Emerging Markets Bonds with Eric Fine
10 Jan 2023
Contributed by Lukas
Ed is joined by VanEck Portfolio Manager Eric Fine who shares insights on the state of the U.S. economy, including how its monetary policy has set the...
Catch Up on Crypto with Pranav Kanade
06 Dec 2022
Contributed by Lukas
Ed chats with Pranav Kanade about crypto terms you should know and what the FTX collapse means for crypto adoption.
Finding Economic Moats with Morningstar's Erin Lash and Damien Conover
22 Nov 2022
Contributed by Lukas
Ed meets with Morningstar's Erin Lash and Damien Conover who offer their perspectives on identifying companies with competitive advantages within the ...
Soul in the Game with Vitaliy Katsenelson
08 Nov 2022
Contributed by Lukas
Ed chats with Vitaliy Katsenelson about everything from the markets to music to meditation.
Lithium Leads the Way with Anand Sheth
24 Oct 2022
Contributed by Lukas
Ed meets with Anand Sheth, Founding Chairman of the International Lithium Association, to discuss the growth of lithium and its role in decarbonizatio...
How to Approach Alternative Investments with Lorenzo Esparza
07 Oct 2022
Contributed by Lukas
Ed meets with Lorenzo Esparza, CEO and Founding Principal of Manhattan West, about alternative investments and how he built his wealth management busi...
What to Buy… and When with Jan van Eck and Shawn Reynolds
04 Oct 2022
Contributed by Lukas
Ed meets with CEO Jan van Eck to discuss his macro outlook, including the investment case for bonds, the labor market and corporate profitability.
Making Sense of the Market with Ed Clissold
22 Sep 2022
Contributed by Lukas
Ed meets with Ed Clissold, Chief U.S. Strategist for Ned Davis Research Group, to discuss the U.S. markets, including the risk of a recession and the ...
Explaining the Impact of the Energy Transition with Shawn Reynolds
01 Sep 2022
Contributed by Lukas
Ed talks with Shawn Reynolds, Portfolio Manager, Natural Resources, about the energy transition and its environmental tradeoffs. He also gets Shawn's ...
CLOs: "Too Big to Ignore" with Laila Kollmorgen
16 Aug 2022
Contributed by Lukas
Ed meets with Laila Kollmorgen, Portfolio Manager at PineBridge, to help you understand CLOs and their role in a portfolio.
"Alexa, Differentiate My Brand" with Emily Binder
02 Aug 2022
Contributed by Lukas
Ed chats with Emily Binder, Founder of WealthVoice, about the growth of voice marketing, how financial advisors can differentiate their brand, and way...
Model Portfolio Adoption with Matt Apkarian
18 Jul 2022
Contributed by Lukas
Ed chats with Matt Apkarian, Associate Director, Product Development for Cerulli Associates, about the growth of model portfolios and the benefits the...
Art, Tech, and NFTs with Jessica Santiago
17 Jun 2022
Contributed by Lukas
Ed speaks with Jessica Santiago, CEO and curator at ArtRepublic Global about how the marriage of art and technology created the NFT markets we know to...
Making an Impact with ESG with Luke Wilcox
03 Jun 2022
Contributed by Lukas
Ed speaks with Luke Wilcox, CEO and Founder of Ethos ESG about the creation of Ethos, trends in sustainable investing and how Ethos create ratings foc...
Outlook for the Gaming Industry with David Forman
18 May 2022
Contributed by Lukas
Ed speaks with David Forman, Vice President of Research, American Gaming Association about trends he sees playing out in the gaming industry, and the ...
Time for Munis? with Tom Doe
26 Apr 2022
Contributed by Lukas
Ed speaks with Tom Doe, President and Managing Partner, Municipal Market Analytics, Inc. about his outlook for municipal markets.
Finding the Value in Value with Wes Gray
13 Apr 2022
Contributed by Lukas
Ed and guest host Patrick Schramm, East Coast Regional Vice President speak with Dr. Wes Gray, founder of Alpha Architect about Alpha Architect and th...
Accessing the BDC Market with Kipp deVeer
31 Mar 2022
Contributed by Lukas
In this episode, Ed speaks with Kipp deVeer, CEO Ares Capital Corporation about how investors can better understand the potential income opportunities...
The Evolution of Digital Assets with Ric Edelman
23 Mar 2022
Contributed by Lukas
In this episode, Ed and Guest host Jan van Eck, CEO of VanEck, speak with the Founder of the Digital Assets Council of Financial Professionals, Ric Ed...
An Investment worth Toasting with Anthony Zhang
09 Mar 2022
Contributed by Lukas
In this episode, Ed and Guest host Patrick Finn, Managing Director of ETF Business Development speak with co-founder and CEO of Vinovest, Anthony Zha...
Top Crypto Trends to Watch with Matthew Sigel
24 Feb 2022
Contributed by Lukas
In this episode, Ed and Guest host Parker Johnson National Sales Manager speak with Matthew Sigel, VanEck's Head of Digital Assets Research about his...
Democratizing Art with Scott Lynn
23 Dec 2021
Contributed by Lukas
In this episode, Ed speaks with Scott Lynn about how regular investors can now access the $1.7 trillion art market. As founder and CEO of Masterworks,...
The Future of Food with Ammar James
19 Nov 2021
Contributed by Lukas
In this episode, Ed speaks with Ammar James about food inflation, food sustainability and the companies setting the stage for the future of food.
Mastering Your Mindset
27 Oct 2021
Contributed by Lukas
Ed speaks with personal trainer and wellness coach, Darlene Marshall about understanding your mindset and reframing how you addresses the stresses man...
Thematic Investing with Chris Versace
19 Oct 2021
Contributed by Lukas
In this episode, Ed speaks with Chris Versace, Chief Investment officer of Tematica Research, about the trend in adoption of thematic investing.
Digital India with Angus Shillington
12 Oct 2021
Contributed by Lukas
In this episode Ed speaks with Angus Shillington about how India is leapfrogging into a digital future and impacting everything from the economy, hous...
Investing in Sustainable Communities with R. Paul Herman of HIP Investor
28 Sep 2021
Contributed by Lukas
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...
Institutions Embrace Crypto with Lauren Abendschein
07 Sep 2021
Contributed by Lukas
Ed speaks with Lauren Abendschein, Head of Institutional Sales at Coinbase about the inner workings of crypto exchanges and why institutions are becom...