Veteran financial reporter Bruce Kelly takes the listener beyond the page, into the heart of the story. With exclusive interviews of industry leaders and the host’s depth of knowledge, this podcast dives deep into a few select topics. The listener will gain new insight into the financial services industry, while Bruce keeps it all moving with a lighthearted approach.
The Host
Bruce Kelly has written for InvestmentNews for more than two decades. He writes primarily about the brokerage industry and its myriad facets, from adviser pay and product sales to M&A.
Jeff and Bruce talk to Shane Sideris of Synchronous Wealth Advisors about the recent craze over Treasury I bonds. They discuss whether the rising popularity of I bonds is due to inflation, and whether or not this investment is worth it in the long term.
Bruce and Jeff talk to Elizabeth Hiza, chief marketing officer at Barnum Financial Group, about her implementation of the growth mindset. Elizabeth swears by its power to evolve individual relationships as well as a firm's ability to thrive. But Bruce has some big questions, including whether this is a cult.
Shundrawn Thomas joins Bruce and Jeff to discuss his departure from Northern Trust Asset Management to launch The Copia Group. They talk about his reasons for leaving Northern Trust and The Copia Group’s plans. They also go in-depth about Shundrawn’s letters to corporate America reflecting on the racial unrest in this country.
Bruce and Jeff are joined by Tim Murray, capital markets strategist at T. Rowe Price, to talk about all things capital markets. The big question: is this economic slowdown inevitably going to become a recession? They discuss supply, demand and inflation to sort out the possibilities. They also touch on the effect the economic slowdown is having on equity markets.
Jeff takes the pod solo with his guest, Cody Garrett of Measure Twice Financial, who breaks down his “advice only” financial planning operation. They discuss the branding elements that go into providing paid financial advice for the anti-financial-adviser population.
