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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

  1. All Episodes
  2. 2019

“Investing for Relative Value Amidst an Uncertain Global Growth Outlook” – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors

Dec 20, 2019

In this episode, we discuss Bob’s overall outlook on the fixed income market as well as cover some less-followed areas of fixed income and where he sees attractive relative value.  In addition, Bob shares his outlook on interest rates heading into 2020 and why investors should expect a steeper yield curve. 

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"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors

Nov 15, 2019

In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria’s market outlook, why it’s difficult to predict recessions, and how to position for the coming year.

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Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise

Oct 22, 2019

In this podcast episode, Matt Hougan provides an update on the crypto-currency landscape and why he is not concerned over the SEC’s latest rejection of Bitwise’s proposal for a crypto exchange-traded fund (ETF).  Matt also provides valuable insights on the latest crypto-currency trends, increases our understanding...

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U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke

Oct 3, 2019

In this podcast episode, Andrew Opdyke from First Trust shares a more sanguine outlook for the U.S. economy and equities despite lingering concerns over US-China trade conflicts and global manufacturing slowdown.

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A Conversation with Brian Cooper of ProAdvisor Coach

Aug 30, 2019

On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice.  

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