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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.


Jun 18, 2019

On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China’s growing economy.  Brendan also shares some counterpoints to some bear market arguments concerning China’s sensitivity to a slowdown in global trade activity and China’s ability to manage its...

May 21, 2019

On this episode, Ben Lavine sits down with Phil to discuss his perspectives on some of the hot issues facing the markets as well as how an independent ETF provider can remain competitive in a sea of big box providers.

Apr 25, 2019

We are pleased to be joined by Larry McDonald, New York Times bestselling author and CNBC contributor. Larry is the founder of 'The Bear Traps Report', an investment newsletter focused on Political and Systemic Risk with actionable trade ideas and Macro perspective.  We discuss with Larry some of the hot...

Mar 19, 2019

We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors.  Matt shared with us some new research into sector-based investing from their business cycle analysis, using the Conference Board’s Leading Economic Indicators (LEI). 

Feb 26, 2019

Part 2 of our series at the Inside ETFs Conference includes:

[0:48] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, discuss their outlook for Federal Reserve rate hikes in 2019 and why investors should emphasize ‘quality’ when positioning their portfolios.

[6:27] Lukas Smart,...