Learn about the importance of behavioral finance in understanding investor emotions, decision-making, and common behavioral mistakes investors make with Chief Behavioral Officer, at RFG Advisory, Brendan Frazier.

00:00 Introduction

03:29 Journey into Behavioral Finance

12:21 Behavioral Mistakes Investors Make

14:17 The Impact of Past Experiences on Financial Behavior

22:43 The Rivalry Between Current and Future Sel

25:15 Understanding Client Goals and Motivations

30:50 The SAFE Framework for Clients

38:11 Setting Expectations to Mitigate Fear

42:39 The Impact of Technology on Human Behavior

44:56 Trend or Fad?

Hear how understanding individual money stories and shared contributions helps couples build a healthier relationship with each other through money, with Money Together authors Douglas and Heather Boneparth.

00:00 Introduction

02:06 The Book Launch and Reception

10:59 The Impact of Personal Experiences on Financial Views

21:05 Navigating Difficult Conversations About Money

31:39 The Importance of Financial Knowledge

32:11 Joint vs. Separate Accounts

34:26 Navigating Financial Agency

36:23 Addressing Non-Financial Risks

39:43 Planning for Future Caregiving

42:01 The Impact of Technology on Relationships

44:30 Trend or Fad?

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 his trading decisions.

Learn how online investing is redefining transparency, trust, and community for the next generation of retail investors from Blossom CEO Max Nicholson.

00:00 Introduction

02:22 What Is Blossom?

07:14 Privacy vs. Transparency

09:20 Blossom Origin Story

19:59 Where Blossom Fits in the Investor Lifecycle

22:05 Can Tech Help Advisors Serve Smaller Accounts?

29:45 Covered-Call & Single-Stock ETFs: Education vs. Yield-Chasing

34:00 Is the Meme-Stock Era Over?

35:57 Diversification vs. Thematics

39:45 Long-Term Retail Trends

47:24 Trend or Fad?

Hear how women breadwinners can take control of their finances through intentional planning, clear goals, and confidence.

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 financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global tensions and weighs in on how demographics are reshaping asset allocation. The conversation also touches on the future of AI, energy infrastructure, and the changing dynamics of passive investing, highlighting why reading market signals is more critical than ever.

Steph Guild, CIO and Director of Investment Strategy at Robinhood, shares insights on AI, next-gen investors, market shifts, and financial education.

Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, unpacks investor sentiment, tech innovation, and demographic shifts, and what's next for Q4 and beyond.

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 post-China world.

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 market force.