Trends with Benefits

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.

Understand the GENIUS Act and its impact on stablecoins, the U.S. banking system, payments, and crypto adoption across traditional finance.

Understand the GENIUS Act and its impact on stablecoins, the U.S. banking system, payments, and crypto adoption across traditional finance.

Understand the GENIUS Act and its impact on stablecoins, the U.S. banking system, payments, and crypto adoption across traditional finance.