Full Episode Library

13 April 2021
Trends with Benefits #51: Next Gen Advisory Practices with Mike Alexander
This week’s episode features a discussion with Mike Alexander, President of Wealth Management for Broadridge about building a next generation advisory practice.
06 April 2021
Trends with Benefits #50: REIT Income with Brad Thomas
This week's episode delves into the world of REIT income. I chat with Brad Thomas, CEO of Wide Moat Research to discuss COVID's impact on REITS, sector trends he's seeing, identifying quality and the impact of rising rates.
23 March 2021
Trends with Benefits #49: Social Leverage with Howard Lindzon
Ed welcomes Howard Lindzon, co-founder of StockTwits back to the show, to discuss the rise of the individual investor.
16 March 2021
Trends with Benefits #48: Stock Selection and Valuation with Andrew Lane
Andrew Lane, Director of Equity Research, Index Strategies with Morningstar joins me to talk about Morningstar’s Wide Moat approach to stock selection and valuation.
09 March 2021
47. No Jargon Bitcoin – Ep. 2 Bitcoin’s Growing Popularity with Institutions
This week I sit down with Dan Tapiero, Managing Partner and CEO of 10T Holdings and Co-founder of Gold Bullion International, to discuss Bitcoin’s investment case for institutions.
02 March 2021
Trends with Benefits #46: Social Sentiment with Jamie Wise
Jamie Wise, CEO of Periscope Capital and Founder of Buzz Holdings joins me this week to discuss social sentiment as an investment strategy.
17 February 2021
Trends with Benefits #45: The State of Public Markets with Hope Jarkowski
In this episode I speak with Hope Jarkowski, Head of Equities for the New York Stock Exchange about the role exchanges are playing to improve access and opportunities for investors.