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 Knut Rostad, president of the Institute for the Fiduciary Standard, about the SEC's revisions to Form CRS and the complications that it's added to defining the term 'fiduciary.'
Bruce and Jeff talk to Nick Frelinghuysen, managing director and portfolio manager at Chilton Trust, about the latest Biden tax proposal, known as the billionaire minimum income tax. They explore the big questions: Is this constitutional? Is this really just a billion-dollar campaign slogan?
Bruce and Jeff talk with Emile Hallez, US news editor at ESG Clarity, who has done the work of reading through the SEC's proposal. Listen in for a breakdown of the proposal, which will affect how public companies and some private companies report about their impact on the environment.
David Kelly, chief global strategist at J.P. Morgan Asset Management, talks about Modern Monetary Theory and why we shouldn't be panicked about current inflation.
