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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.

Dec 21, 2022

In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their...


Oct 5, 2022

In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc.  Over a short period of time, Rahul has established a prominent profile within the ‘FinTwit’ community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines.  We also...


Sep 6, 2022

In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors.  We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm...


Jul 21, 2022

In this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, from our May 2022 podcast episode in light of the continuing market volatility during the 1st half of 2022.  We address investor misconceptions and behavioral tendencies in the face of steep market sell-offs, both in...


Jun 13, 2022

In this episode, we are pleased to be joined by Tony Crescenzi, Market Strategist and Generalist Portfolio Manager at Pacific Investment Management Company (PIMCO).  In addition to providing an updated outlook on the fixed income market, Mr. Crescenzi helps our listeners get a more intuitive understanding...