Schwab's chief global investment strategist Jeffrey Kleintop joins Jeff Benjamin and Bruce Kelly to chat about the global markets and how they'll react to the U.S. elections, the ongoing pandemic and Black Friday. Liz Skinner also joins to share the winners of the 2020 Women to Watch Awards.
Interview with Jeffrey Kleintop — 0:00-16:30
1:00 — Kleintop's global outlook and the change in global leadership
4:00 — Are we forgetting about the pandemic and the transition risks?
6:00 — S&P 500 valuation and what that portends
7:15 — What a Biden administration could mean for the market (and what may have been priced in too much)
9:00 — Market volatility given a pandemic and a new president
10:00 — The remaining potential in Black Friday and Cyber Monday
12:15 — Gaming out pandemic restrictions regionally in the US
14:30 — Kleintop's career moves and changing perspective in recent years
Interview with Liz Skinner — 16:45-30:45
17:00 — InvestmenNews' Women's Issue
19:15 — Challenges facing women and women advisers in this climate
21:00 — Women to Watch for 2020
22:45 — The persistent gender imbalance at the senior level at RIA firms
25:30 — Celebrating 2019's Women to Watch pandemic style, including a clip from the celebration
29:00 — The outlook for next year's celebration, and InvestmentNews events in general
Related Articles:
Work-life balance is harder for women in the pandemic
How women-led fintechs are combating the gender wealth gap
Guest Bio — Jeffrey Kleintop. As senior vice president and chief global investment strategist at Charles Schwab, Kleintop is responsible for analyzing and discussing international markets, trends and events to help investors understand their significance and financial implications. He provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients.
Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career, he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corp. of America. Cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” Kleintop frequently appears on CNBC, Bloomberg TV and CNN, and is often quoted in The Wall Street Journal, Barron’s and the Financial Times.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
