122 episodes

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.

Gaining Perspective Advisor Perspectives

    • Investing
    • 4.0, 12 Ratings

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.

    Minisode - Leadership Lessons from the COVID Crisis

    Minisode - Leadership Lessons from the COVID Crisis

    Find out how their culture of open communications has served Kestra Financial throughout the Covid-19 pandemic and how the best practices that emerged during this time will shape how they operate even after the current crisis subsides.

    • 19 min
    Minisode - An Exceptional Time for Special-Situation Investing

    Minisode - An Exceptional Time for Special-Situation Investing

    Evermore Global Advisors is an opportunistic, global, special-situation investor. It employs a fundamental, bottom-up approach to investing. It focuses on complex, misunderstood and under-researched companies around the world that can be purchased for substantially less than their intrinsic values, and where catalysts exist to create value.

    • 47 min
    Stephanie Kelton in Defense of MMT

    Stephanie Kelton in Defense of MMT

    Stephanie Kelton’s much-awaited book, The Deficit Myth, is available. In it, she makes the case for modern monetary theory – MMT – as the paradigm to guide fiscal policies. This book is exceptionally relevant, as we have seen several trillion dollars added to the federal deficit and a broad expansion of the Fed’s balance sheet in response to the coronavirus pandemic and speculation about the impact of those policies, MMT provides a clear answer to those questions.

    • 48 min
    Minisode - What Matters in Emerging Market Investing

    Minisode - What Matters in Emerging Market Investing

    Most advisors get exposure to China through a broad emerging market mandate. But that exposure is typically weighted to large-cap companies and what my guest today would call “stagnant, old economy” sectors such as financials. In response, many are rethinking their approach to investing in China in order to access the drivers of growth and market expansion.

    • 13 min
    Today’s Surprising Unemployment Report

    Today’s Surprising Unemployment Report

    This morning we learned that 2.5 million jobs were added in May, and that the unemployment rate fell from 14.7% to 13.3%. That was a surprise to virtually all economic forecasters. That has led some to conclude that this recession, which has not been officially declared, may turn out to be the shortest on record.

    • 8 min
    Minisode - The Evolution of Defined-Outcome Investing

    Minisode - The Evolution of Defined-Outcome Investing

    The concept of define-outcome investing has evolved from the use of options in conventional portfolios to structured notes and now to turnkey funds and ETFs that offer built-in downside protection with participation in the market upside. Those ETFs and related products have become extremely popular in this environment, where advisors and their clients are tuned in to the higher level of market volatility and the fear of a large market downturn.

    • 40 min

Customer Reviews

4.0 out of 5
12 Ratings

12 Ratings

FA1987123 ,

Quick episodes with insights for financial advisors

Bob Huebscher asks insightful questions for our industry.

Jsmtwo ,

Awful plugging

The May 22nd. episode was awful and pathetic. Please tell your guest it was the most egregious and terrible plugging of his bogus aoftware. Awful. Simply awful.

Auntbeckles ,

A great podcast!

Advisor Perspectives is one of my favorite publishers. I’m really enjoying their podcasts. They have a diverse group of guests on the show.

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