36 episodes

Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

ThinkLeader's Podcast James DeAngelis

    • Business
    • 5.0 • 2 Ratings

Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

    Are Mid-Caps the Goldilocks of Investing?

    Are Mid-Caps the Goldilocks of Investing?

    There are a lot of strategies and funds out there that pursue alpha. Investing in mid-cap companies may not be a pure strategy but they can be a very large portion of that strategy. The question is, are midcaps too risky, too safe or just right? And do they hold up as a strategy in one of the oldest bull markets in US history? 

    • 15 min
    What Keeps Advisors Up at Night in Global Mid-Cap Investing?

    What Keeps Advisors Up at Night in Global Mid-Cap Investing?

    This episode of the ThinkLeader podcast joins Baird's award-winning portfolio manager Chuck Severson as we search for sore points in the global economy that might make investors flee for safe haven. Or more simply: "What Keeps Advisors Up at Night in Global Mid-Cap Investing?"

    • 20 min
    Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

    Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

    In Episode 3 of The Strategy Inside Investing Strategies, we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal.  

    • 19 min
    Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

    Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

    What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part 1 of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.

    • 12 min
    Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

    Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

    What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360. 

    • 16 min
    Investing After Retirement: Hit the Gas or Hit the Brakes?

    Investing After Retirement: Hit the Gas or Hit the Brakes?

    In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

    • 24 min

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