Join Lori Zager, Lisa James, and special guest Warren Jackson as they explore the world of AI. In this episode, they compare the Intelligence Revolution to the Industrial Revolution and discuss how to asses the various AI-related investment opportunities. Dr. Jackson is a physicist who first started studying AI as a principal scientist for PARC ten years ago. Currently, he is a consultant for DARPA.

Have a listen!

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Join Lori Zager and Lisa James as they explore the evolving landscape of bonds and their role in modern investment strategies. In this engaging episode, they discuss the historical significance of bonds in portfolio management and explore why traditional approaches might be shifting.

Discover the factors influencing the effectiveness of bonds as a hedge against market volatility and gain insights into alternative investment strategies that could complement or replace bonds in your portfolio. From gold and energy to the potential risks of treasuries, Lori and Lisa offer a balanced perspective on the current investment climate.

Tune in to learn about the various types of bonds and their potential roles in different investment scenarios, and hear real-world examples that illustrate the complexities of modern portfolio management. Whether you're a seasoned investor or just starting, this episode provides a thought-provoking discussion on the future of bonds and their impact on your financial journey! 📈💰

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Every recession or bear market is driven by a unique mix of factors, and the investment strategies that work best depend on the specific circumstances behind each downturn. In this episode of Nest Egg, Lori Zager and Lisa James break down the complex web of rising tariffs, soaring national debt, and shrinking policy options that are currently challenging investors.

Join them as they explore actionable portfolio strategies designed to prioritize capital preservation in a landscape marked by recession risks and the looming threat of stagflation—where slow growth, rising unemployment, and higher inflation collide. Whether you’re a seasoned investor or just building your financial knowledge, this episode offers valuable insights to help you protect your wealth in uncertain times.

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In this episode of Nest Egg, Lisa and Lori dive headfirst into the stormy world of politics, exploring how the Trump agenda is shaking up the economy. From market volatility to real-world financial impacts, they break down the ripple effects of a news cycle that never seems to slow down.

Why are investors on edge? How are businesses reacting to policy shifts? And what does all this uncertainty mean for your personal finances? Lisa and Lori tackle these questions with sharp analysis, offering insights on how to protect and grow your nest egg even when the world feels chaotic.

Whether you’re a seasoned investor or just getting started, this episode will help you understand the bigger picture — and how to navigate it. Tune in for a thoughtful, no-nonsense look at the intersection of politics and your financial future.

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2024 seems oh so long ago, but this episode of the Nest Egg! was broadcast in conjunction with the 2x Wealth Group’s 4q 2024 Investment Letter.

In this episode, Lori and Lisa explain what was behind the 25% rally in the S&P 500 in 2024 and why they thought history was unlikely to repeat itself in 2025. There is also a discussion of the recent excitement in Deepseek, a Chinese-made artificial intelligence model and the ramifications for a cheaper AI model.

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Lori and Lisa discuss how Trump’s proposals may affect the economy and dig deeper into his pick for Treasury Secretary: the good, the bad, and the ugly. Have a listen!!

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Lisa and Lori take a look at how politics in China has affected the Chinese stock market. Find out if they believe their recent statements about encouraging business growth and, on the flip side, hear what we think might impede China’s success. We provide a general U.S. market commentary at the end.

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What really is behind the stock market rally in 2024 and the selloff in the first week of August. Lori and Lisa begin this podcast by explaining why the U.S. economy has remained resilient in spite of the Fed raising interest rates and reducing its balance sheet.  They then explain what triggered the selloff in equity markets last week and what investors should do now.

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Lisa and Lori explain the advantages of using a 529 plan to save for college and other education expenses. They discuss how to go about setting up a plan as well as how to decide how much to contribute and when.

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Lori and Lisa explain the relationship between interest rates and stocks, why Janet Yellen gets the prize for the market rally which started last fall, and how you can make an ‘under the radar’ AI play.

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