Jeff gets the breakdown on anti-woke ETFs from Bloomberg’s senior ETF analyst, Eric Balchunas. Together they dive deep into what these funds entail and which companies they’re investing in, and ponder the question, is bringing politics into investing a good idea?

Jeff and Bruce speak with Jeffrey Sherman, deputy CIO at DoubleLine Capital, about inflation, bonds, ETFs and ESG. Then the dynamic duo debates the 2022 outlook with Mark Schoeff Jr.

Jeff and Bruce talk options for marketing, niche advisory and being authentic with the CEO and co-founder of FiComm Partners, Megan Carpenter.

As the InvestmentNews Podcast reaches its 80th episode, Bruce and Jeff tackle big industry issues with Brian Hart from KPMG, including when and how employees are expected to return to the office, and talk to Sonya Dreizler of hellochoir.com, which is a trailblazer in the effort to set new industry standards for diversity at big conferences.

Episode 81: Are our industry’s diversity programs working? by The InvestmentNews Podcast

The markets have been on a wild ride so far this, and investors are keeping a close eye on their portfolios. Blair deQuesnay of Ritholtz Wealth Management joins Jeff and Bruce to chat about how advisers can keep clients calm during the storm and her take on the current markets. They touch on crypto as well, and Jeff and Bruce discuss the Merrill adviser fired for a racist tirade in a smoothie shop.

Jim Paulsen, CIO at Leuthold, joins Bruce and Jeff to dissect the current market volatility. They discuss where the opening salvos of 2022 trading fit in compared to other recent big market moves and whether or not we’ll see a true correction. They get into the Fed’s role and how inflation worries tie into the swirling markets as well. Bruce and Jeff chat about UBS’s purchase of Wealthfront.

Jeff and Bruce pull back the curtain a bit this week on how private money finds its way into RIA businesses in the form of investments. Tim Bello from Merchant Investment Management joins to share his perspective as someone whose firm makes investments and forms partnerships mainly in the wealth management space. And no, this is not private equity.

Adam Gana, managing partner of Gana Weinstein, joins Bruce to discuss a recent Finra arbitration decision overturned by a court in Georgia. They discuss the case itself, how Finra abitration works, and what the case means for Finra and for advisers.

Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, joins Jeff to chat about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them. Nadia shares her perspective and advice on the matter.