Mar 5, 2026
In this episode, we have the pleasure of speaking with Som Priestly, Head of Multi-Asset Solutions at T. Rowe Price. Som discusses their approach to market positioning, emphasizing the importance of being both realistic and diversified, particularly when investing across the artificial intelligence theme. He highlights...
Feb 4, 2026
Continuing our special series on post retirement income planning, we sit down with Sheryl O'Connor (CEO and co-founder of IncomeConductor) and Phil Lubinski (CFP, co-founder, former retail advisor specializing in retirees, and developer of the time-segmented income strategy that underpins the platform).
Sheryl...
Jan 28, 2026
In this episode, we are please to be joined by Sam Rines, Macro Strategist at WisdomTree. Sam shares his career journey from working at several hedge funds to joining WisdomTree as their macro strategist. We discuss how geopolitical and fiscal policies intersect to influence investment strategies, covering...
Nov 12, 2025
In this episode, we welcome back Dave Nadig, fresh from a brief retirement and now President of ETF.com. Dave is an industry stalwart, having seen the industry through decades of ETF product development and transformation. We discuss the current landscape for product development targeting institutional,...
Nov 3, 2025
In this episode, we are pleased to be joined by first time guest, JoAnne Binaco, Partner and Senior Investment Strategist at BondBloxx ETFs. Recorded in early October 2025, we discuss the recent headlines around high profile collapses of some subprime lenders and how such collapses do not necessarily portend a systemic...