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
Today
Top of the Morning: CIO Strategy Snapshot - Jackson Hole takeaways
Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have bee ... Show More
16m 31s
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