Talk Your Chart | How the Machines of Capitalism Drive Markets: Insights from Lane Jones | Episode 63
Dive into episode 63 of Talk Your Chart with special guest Lane Jones, Chief Investment Officer, as we explore U.S. dominance in global investment, shrinking public markets, the challenges of homeownership, and why diversification still matters.
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Recent Insights
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Workflow Automation for RIA Firms: Boost Efficiency, Compliance, and Client Experience
Managing client relationships, compliance, reporting, and portfolio updates can be a complex juggling act for Registered Investment Advisor (RIA) firms. Workflow automation is transforming how firms operate—streamlining processes, reducing errors, and enhancing the client experience. For additional insights into operational technology, read about How Microsoft Teams Can Transform Your RIA Firm’s Efficiency and Compliance. What…
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Wine vs. Wall Street: How Does Fine Wine Compare to Stocks and Bonds?
CFP Taylor Gang explains why fine wine’s low market correlation, stability, and scarcity make it a unique alternative to stocks and bonds.
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Return on Image: Why Your Story Matters More Than Your KPIs
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Michelle Panzera
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Anouk Pappers
In the world of wealth management (a world where Michelle has spent the better part of a decade building brands, crafting stories, and connecting advisors to their audience), marketing is often judged by KPIs and immediate ROI. Clicks, impressions, and engagement metrics dominate dashboards, yet they rarely capture the full impact of a firm’s or…
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When Family Matters Most: A Night That Changed How I Think About Multigenerational Planning
Let me tell you about one of the scariest nights of my life. It started like any other. I was winding down, checking on the baby, maybe sneaking in a scroll through Instagram. You know, the usual. But then—everything changed. My mom was having a diabetic emergency. She was disoriented, confused, and couldn’t explain what…
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Talk Your Chart | AI Boom or Bubble, and are we Over the Inflation Hurdle? | Ep. 72
In Episode 72 of Talk Your Chart, Marcos and Brett analyze the growing AI spend versus its current profitability, before diving into the state of inflation and its impact on the market. Marcos argues that inflation is cooling, with the economy positioned to handle higher interest rates, while Brett raises concerns about the risks of…
