Ready to navigate value with the experts?
Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies!
This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today’s competitive landscape.
Robert, Jeremy, and Tom discuss:
- Navigating Economic Predictions: Exploring insights from 2020 predictions about inflation and international equities
- The Role of Narratives in Shaping Financial Markets: How they influence investor behavior and economic outcomes
- Embracing Technology: Incorporating innovative solutions to enhance client engagement and operational efficiency
- Real Estate Market: Deep dive into the Case Shiller Index and the current housing market
- Retirement Planning: Longevity risk and how annuities can play a factor
- And so much more!