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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.


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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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.

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...

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.

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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