On this episode, Jason and Ken meet in-studio to discuss investment considerations and opportunities across Artificial Intelligence, private markets, and real estate. They also spend time exchanging thoughts on the health of the US economy, the road ahead or monetary policy, and more. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS C ... Show More
Yesterday
Top of the Morning: Emerging Markets - Back in the spotlight
Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for the second-half, and thoughts on positioning across emerging market assets. Featured is Alejo Czerwonko, Chief Investment Officer for ... Show More
12m 34s
Jul 9
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Jan 2024
Biggest 2024 Real Estate Trends From A $3 Billion Real Estate Investor
Ken McElroy explores the key drivers and trends shaping the 2024 real estate market. He discusses various factors such as interest rates, construction costs, and demographic shifts, highlighting the top ten markets for potential investment and discussing the impact of current eco ... Show More
8m 58s
Mar 2025
Investment Clinic: I’m an ethical investor – but I can’t kick crypto
Software engineer Stephan has a problem. As an early backer of bitcoin, he has made a lot of paper profit from cryptocurrencies, which now make up about a fifth of his portfolio. But Stephan’s also a big believer in ethical investing, including green investments. Given the energy ... Show More
29m 51s
Jan 2024
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the Cu ... Show More
1h 12m
Aug 2024
Millennials’ Wealth Crisis: Have They Missed Their Shot at Financial Freedom?
In this replay of their weekly livestream, Ken and Danille McElroy discuss the financial challenges Millennials face as they navigate their prime earning years amidst rising debts and unaffordable housing. Discover actionable strategies to build wealth, despite the odds, and secu ... Show More
34m 53s