Trends with Benefits
Episodes
Closing America's Wealth Gap with Calvin Williams Jr.
25 Aug 2021
Contributed by Lukas
Ed speaks with Calvin Williams Jr., CEO and Founder of Freeman Capital about entrepreneurship, building a wealth management practice and his mission o...
LIVE- All Things Crypto with Jan van Eck
20 Aug 2021
Contributed by Lukas
This week's special episode was a live event. Ed speaks with our CEO, Jan van Eck about cryptocurrency, the disruption of financial services and the i...
A Long Term Approach to Investing with Joe Terranova
12 Aug 2021
Contributed by Lukas
Ed is joined by Joe Terranova, CNBC contributor on the Halftime Report, Senior Managing Director of Virtus Investment Partners and author of Buy High,...
Green Bonds with Sean Kidney
04 Aug 2021
Contributed by Lukas
Ed speaks with Sean Kidney, CEO of the Climate Bonds Initiative ("CBI") about current trends in the green bonds market and the outlook of sustainable ...
What is Sustainable Investing
15 Jul 2021
Contributed by Lukas
In this episode I speak with Veronica Zhang, Analyst and Deputy Portfolio Manager at VanEck about the trends in sustainable investing and key theme...
[Crypto Series 4] - Bad Actors in Bitcoin with Jake Chervinsky
29 Jun 2021
Contributed by Lukas
I continue our special crypto podcast series by exploring the perceptions, realities and implications of bad actors in bitcoin with Jake Chervinsky. I...
Flipping the Financial Literacy Script with Janet Alvarez
24 Jun 2021
Contributed by Lukas
This week I am joined by Janet Alvarez, TV and online contributor to CNBC and Telemundo and Executive Editor at Wise Bread to discuss the importance o...
Retirement Savings Time Bomb with Ed Slott
15 Jun 2021
Contributed by Lukas
Ed speaks with Ed Slott, CPA and author of The New Retirement Savings Time Bomb about what investors need to understand about retirement and how they ...
The State of Asset Allocation with Dana D'Auria
09 Jun 2021
Contributed by Lukas
Ed speaks with Envestnet's Dana D'Auria about challenges to traditional asset allocation approaches, navigating "hot" investment trends, the growth ve...
Women Making an Impact in Finance with Sue van der Linden
11 May 2021
Contributed by Lukas
In this episode I chat with Sue van der Linden, wealth advisor at Bluestone Planning Group about her advocacy of females in finance.
[Crypto Series 3] - How to Trade Bitcoin with Ari Paul
20 Apr 2021
Contributed by Lukas
I continue our special crypto podcast series by welcoming Ari Paul, CIO of BlockTower Capital to the show to discuss how bitcoin is traded and the mar...
Next Gen Advisory Practices with Mike Alexander
13 Apr 2021
Contributed by Lukas
This week's episode features a discussion with Mike Alexander, President of Wealth Management for Broadridge about building a next generation adviso...
REIT Income with Brad Thomas
06 Apr 2021
Contributed by Lukas
This week's episode delves into the world of REIT income. I chat with Brad Thomas, CEO of Wide Moat Research to discuss COVID's impact on REITS, secto...
Social Leverage with Howard Lindzon
23 Mar 2021
Contributed by Lukas
Ed welcomes Howard Lindzon, co-founder of StockTwits back to the show, to discuss the rise of the individual investor.
Stock Selection and Valuation with Andrew Lane
16 Mar 2021
Contributed by Lukas
Andrew Lane, Director of Equity Research, Index Strategies with Morningstar joins me to talk about Morningstar's Wide Moat approach to stock selection...
[Crypto Series 2] - Bitcoin's Growing Popularity with Institutions
09 Mar 2021
Contributed by Lukas
I continue our special crypto podcast series by welcoming Dan Tapiero, Manager Partner and CEO of 10T Holdings and Co-founder of Gold Bullion Internat...
Social Sentiment with Jamie Wise
02 Mar 2021
Contributed by Lukas
Jamie Wise, CEO of Periscope Capital and Founder of Buzz Holdings joins me this week to discuss social sentiment as an investment strategy.
The State of Public Markets with Hope Jarkowski
17 Feb 2021
Contributed by Lukas
In this episode I speak with Hope Jarkowski, Head of Equities for the New York Stock Exchange about the role exchanges are playing to improve access a...
[Crypto Series 1] - What is Bitcoin with Pierre Rochard
05 Feb 2021
Contributed by Lukas
I kick off our special Bitcoin podcast series with Pierre Rochard, Bitcoin Strategist for Kraken. We discuss what bitcoin is, its authenticity and the...
How the Casino Industry Plans to Digitally Adapt with Howard Jay Klein
02 Feb 2021
Contributed by Lukas
I speak with Howard Jay Klein, author of The House Edge casino investment site on Seeking Alpha. We discuss sports and mobile betting and the outlook ...
Cryptocurrencies with Charles Hayter
27 Jan 2021
Contributed by Lukas
This week's episode is all about the cryptocurrency ecosystem. Charles Hayter, Co-founder of CryptoCompare joins me to discuss the pricing and indexin...
Advisor Trends with Tom Lydon and David Nadig
22 Jan 2021
Contributed by Lukas
In this episode I speak with Tom Lydon and David Nadig of ETF Trends about the advisory business and what trends could be in store for 2021.
Evolution of Fixed Income Markets with Phil Cichlar
12 Jan 2021
Contributed by Lukas
In this episode I speak with Phil Cichlar, Fixed Income Specialist for Jane Street about the evolution of fixed income and the narrowing divide betwee...
Harley Bassman on Interest Rates, Demographics and Mortgage REITs
29 Dec 2020
Contributed by Lukas
In this episode, I speak with Harley Bassman, publisher of The Convexity Maven about the influence of demographics on interest rates, inflation and al...
Economic Benefits of Forest Conservation with Laurie Wayburn
15 Dec 2020
Contributed by Lukas
In this episode, I speak with Laurie Wayburn, an accomplished forest and conservation innovator about her work sustaining America's forests and how it...
Steven Schoenfeld on Israel and Emerging Markets
01 Dec 2020
Contributed by Lukas
In this episode, I catch up with Steven Schoenfeld, CEO of MV Index Solutions. We chat about what Israel's recent accords with the UAE and Bahrain mea...
Stay in the Game with Dr. Gil Chimes
24 Nov 2020
Contributed by Lukas
In this episode I chat with Dr. Gil Chimes, Owner and Clinical Director of Greenwich Sports Medicine, about surging COVID cases and the importance of ...
State of Credit Markets with Fran Rodilosso
17 Nov 2020
Contributed by Lukas
In this episode I speak with Fran Rodilosso, Head of Fixed Income ETF Portfolio Management for VanEck, about where to find value in fixed income and t...
John Faso on the Implications of the Presidential Elections
10 Nov 2020
Contributed by Lukas
Ed Lopez and former New York U.S. Representative John Faso discuss the recent election and what a Biden administration may mean for taxes, municipalit...
Laura Morrison on Team Building and the Global ETF Market
04 Nov 2020
Contributed by Lukas
In this episode, I speak with Laura Morrison, SVP, Global Head of Listings for Cboe. We discuss her career, leadership experience at NYSE and Cboe, tr...
State of the Financial Advisory Business with Ryan Shanks
27 Oct 2020
Contributed by Lukas
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 lead...
The Impact of Retail Investors with Phil Mackintosh
20 Oct 2020
Contributed by Lukas
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 ...
Omnichannel Retail with Jeff Macke
13 Oct 2020
Contributed by Lukas
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 market...
Advisor of Tomorrow with Justin Castelli
06 Oct 2020
Contributed by Lukas
In this episode of Trends with Benefits, Justin Castelli, Founder of RLS Wealth Management joins me for a discussion about changes taking place within...
ESG Performance with Mark Sloss
29 Sep 2020
Contributed by Lukas
In this episode of Trends with Benefits, Mark Sloss, Founder & CEO of Regenerative Investing Strategies, joins me for a discussion about ESG and its i...
Pete Basgen on the State of Streaming
22 Sep 2020
Contributed by Lukas
Ed speaks with Pete Basgen of Lightstream about the growth of streaming and how user-generated content and changing consumer preferences are shifting ...
Morgan Housel on Behavioral Finance and the Psychology of Money
15 Sep 2020
Contributed by Lukas
Ed Lopez chats with Morgan Housel about the importance of understanding one's own psychology when it comes to investing and achieving independence.
The China Conundrum with Carlos Diez
08 Sep 2020
Contributed by Lukas
Ed Lopez chats with Carlos Diez, CEO of MarketGrader about investing in China, navigating the trade war, geopolitics and finding equity growth leaders...
Bridging the Financial Information Gap with Dasarte Yarnway
03 Sep 2020
Contributed by Lukas
In this episode of Trends with Benefits, Ed Lopez speaks with Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group about building ...
Election Cycles with Jeff Hirsch
25 Aug 2020
Contributed by Lukas
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 presiden...
Joe Foster on Why We See Gold Surpassing $3,000
19 Aug 2020
Contributed by Lukas
Ed Lopez and Joe Foster, gold strategist and portfolio manager at VanEck talk about the case for gold, gold miners and his new $3,400 price target for...
It's Game On as Sports Gear Up Again
04 Aug 2020
Contributed by Lukas
Ed Lopez sits down with Patrick Keane, CEO of the Action Network to discuss trends in sports betting including state-by-state legalization and why spo...
What Does Today's Market Strength Mean for Tomorrow? with Michael Batnick
28 Jul 2020
Contributed by Lukas
Michael Batnick, Director of Research for Ritholz Wealth Management chats with Ed Lopez about getting his start with the Ritholz team, content generat...
Watching the Fed with Ed Yardeni
21 Jul 2020
Contributed by Lukas
Ed welcomes President and Chief Investment Strategist of Yardeni Research and author of the new book, Fed Watching for Fun & Profit, Dr. Ed Yardeni. T...
Taylor Schulte on Retirement Planning
14 Jul 2020
Contributed by Lukas
In this episode of Trends with Benefits Ed Lopez catches up with Taylor Schulte, Founder & CEO of Define Financial. They discuss financial planning id...
Ed Lopez and Martin Fridson talk Fallen Angel High Yield Bonds
30 Jun 2020
Contributed by Lukas
In this episode of Trends with Benefits Ed Lopez interviews Martin Fridson, CIO of Lehman, Livian, Fridson Advisors LLC about high-yield lore from the...
Charles Rotblut on Investor Behavior and Sentiment
23 Jun 2020
Contributed by Lukas
Charles Rotblut, CFA, VP and AAII Journal Editor joins Ed Lopez on Trends with Benefits to discuss how investors have reacted to recent market volatil...
The Involuntary Technology Revolution with Dani Fava
16 Jun 2020
Contributed by Lukas
Ed Lopez is joined by Dani Fava, Director of Innovation at TD Ameritrade Institutional to discuss the important of innovation and her hunt for new ide...
The Future of Alternatives with John Bowman
09 Jun 2020
Contributed by Lukas
Ed Lopez, host of Trends with Benefits, discusses the future of alternative investing with John Bowman, Senior Managing Director for the CAIA Associat...
Venturing into Start-Ups with Howard Lindzon
02 Jun 2020
Contributed by Lukas
Host of Trends with Benefits, Ed Lopez, discusses the startup and venture capital landscape with Howard Lindzon and how Howard has successfully naviga...
Technically Speaking, with J.C. Parets
21 May 2020
Contributed by Lukas
In this episode of Trends with Benefits, Ed Lopez chats with J.C. Parets, CMT and founder of All Star Charts about technical analysis, current markets...
David Semple on the State of Emerging Markets
07 May 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast speaks with David Semple about the state of emerging markets, COVID-19's impact, and how the nature...
Millennial Money with Doug Boneparth
30 Apr 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Doug Boneparth to discuss how to reach the millennial investor and grow your book o...
Managing Investor Expectations with Dan Cupkovic
23 Apr 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with chats with Dan Cupkovic, Director of Investments at ARGI about helping clients thro...
Financial Fitness with Shannon McLay
14 Apr 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, chats with Shannon McLay, founder and CEO of Financial Gym about being "financially fit", money ha...
Boosting Immunity During the Coronavirus Pandemic
07 Apr 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Dennis Mangan, microbiologist and author to discuss how to stay healthy and boost y...
COVID-19 and the Markets: Stay Calm
02 Apr 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Jan van Eck, CEO of VanEck to discuss navigating the markets amid the virus volatil...
Real Wealth is Health
31 Mar 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Lindsay Jurist-Rosner, CEO of Wellthy to talk about the state of caregiving in the ...
When Will Gold Shine?
24 Mar 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Joe Foster, geologist, gold strategist and portfolio manager at VanEck to talk abou...
Tyrone Ross on Fostering Financial Literacy
17 Mar 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Tyrone Ross, Financial Consultant and Director of Community at Altruist, to discuss...
How Do you Think About Wealth?
10 Mar 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Steve Blumenthal, Executive Chairman and Chief Investment Officer of CMG Capital Ma...
Want to be a Better Investor? Get to Know Yourself
21 Feb 2020
Contributed by Lukas
Ed Lopez, host of the Trends with Benefits podcast, sits down with Ritholtz Wealth Management's Ben Carlson to discuss the launch of his new book Don...