401(k) Roundtable

What’s Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What’s Next


Listen Later

In this episode of the 401(k) Roundtable™, we’re joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Trilon Group. They dive into the current state of the investment landscape and focus on the performance of U.S. equities, particularly the S&P 500, and the growing concerns over market concentration. The discussion touches on how generational perspectives influence investment decisions, the impact of interest rates on the economy, and the shifting dynamics of the labor market in a post-pandemic world. Additionally, the episode explores the role of technology and AI in reshaping financial services and the broader economy, as well as the uncertainty surrounding business investments heading into 2025. The hosts also delve into the speculative nature of cryptocurrency and its potential place in 401(k) plans, stressing the importance of diversification in retirement investment strategies.

...more
View all episodesView all episodes
Download on the App Store

401(k) RoundtableBy Rick Unser

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

77 ratings


More shows like 401(k) Roundtable

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,088 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

191 Listeners

Insights Now by Dr. David Kelly, J.P. Morgan Asset Management

Insights Now

95 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,897 Listeners

Odd Lots by Bloomberg

Odd Lots

1,683 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,501 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,293 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,978 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, Mark McGrath, and Dan Bortolotti

The Rational Reminder Podcast

416 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,264 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

2,932 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,529 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

108 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

76 Listeners

WSJ's Take On the Week by The Wall Street Journal

WSJ's Take On the Week

116 Listeners