Finance Roundtable Podcast

Welcome to Finance Roundtable, the podcast dedicated to demystifying money. In this episode, Professor Jacob Gold, Michael Cochell, and Kelvin Gold dive deep into the world of finance, bringing you insights, expert opinions, and valuable discussions. Get ready for an enlightening conversation as the hosts are joined by special guest David Giroux, a seasoned investor and renowned figure in the financial world.
In this episode:

• Exclusive Guest: David Giroux: Join the hosts in welcoming David Giroux, a two-time Morningstar Mutual Fund Manager of the Year for the T. Rowe Price Capital Appreciation Fund and a key figure in Barron's Roundtable.
• Insights from the Barron's Roundtable: Discover the behind-the-scenes dynamics of the prestigious Barron's Roundtable, where David shares experiences and sheds light on the process.
• Market Predictions and Volatility: Gain valuable insights into market predictions, volatility, and the factors influencing the finance landscape, especially in the context of recent events.
• AI and its Impact on Productivity: Explore the early days of Artificial Intelligence (AI) and its potential impact on productivity. David shares forecasts, discussing the transformative role of AI in various industries.
• Investing in Companies, Not Markets: Learn the importance of investing in individual companies rather than focusing solely on market trends. David emphasizes the significance of understanding the companies that make AI advancements possible.
• Market Sentiment and Investing Strategy: Uncover valuable tips on navigating market sentiment and making strategic investment decisions, including the counterintuitive approach of adding risk assets when things feel challenging.
• The Future of AI and Market Dynamics: Delve into the potential outcomes of the AI revolution, considering the competition among semiconductor companies and the shifting dynamics in the tech landscape.

Whether you're a seasoned investor or just starting your financial journey, this episode offers a wealth of knowledge and practical insights. Tune in to the Finance Roundtable and join the conversation that transcends market trends, providing you with the tools to navigate the ever-evolving world of finance.
Don't miss out on this enlightening episode! Sit back, relax, and enjoy the Finance Roundtable podcast. Remember, the best investments are the ones you understand.

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Navigate the economic twists of 2024 with us as we unpack the latest insights from Gene Goldman, Cetera Investment Management’s Chief Investment Officer. Prepare to grasp the intricacies of the Federal Reserve's potential rate cuts and the implications for a market thirsty for good news. We'll dissect the strength and resilience of crucial sectors that could dictate whether we'll face a mild recession or achieve the coveted 'soft landing.' As volatility becomes a staple in financial markets, Gene and I will guide you through adapting your investment strategies to thrive in this new, dynamic environment. And for those wondering if the time-tested 60-40 investment portfolio has made a comeback, we've got the lowdown on its resurgence in the face of shifting economic tides.
The dance between risk and reward in the stock market gets especially intricate when geopolitical tremors shake the scene. In the face of looming uncertainties from global conflicts to presidential elections, diversification isn't just a strategy—it's a necessity. We'll peer into the crystal ball of offshore betting odds for a unique perspective on the 2024 election, questioning the reliability of traditional polls and what history tells us about market performance in election years. With a long-term investment horizon in our sights, join Gene and me for a candid and critical exploration of the factors that could sway your portfolio and the wisdom in staying the course through the market's ebb and flow.

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How well can you navigate the financial labyrinth as a woman in today's society? We've invited Liz Flint, Assistant Vice President and Business Development Consultant with MFS Investment Management, to shed light on this pressing matter.

Our engaging conversation covers the societal transformation of women's roles from the 1950s to now, where women constitute 57% of the labor force.

Liz, a working mother, walks us through her personal journey, sharing invaluable tips for financial security.
Brace yourself for some staggering statistics! Did you know that just a third of Americans budget their earnings, and a shocking 63% are unequipped to handle a $500 emergency?
Our discussion with Liz delves into the significance of budgeting, compounding, and
disciplined saving. We reveal how this trifecta can lead to financial stability and independence.
Ever wondered about the intricacies of Social Security benefits and the "Pink Tax"? Our chat with Liz unravels these concepts with personal anecdotes and real-life examples.
We speak about the longevity gap between genders and its financial implications.

The episode wraps up with a profound discourse on the transfer of generational wealth, the resources for managing caregiving, and the immense power of financial literacy and knowledge.
Remember, it's never too late to seek help from an expert. Join us for this enlightening conversation.

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Welcome to a riveting episode of Finance Roundtable, where we reveal the secrets of personal finance and the power of financial literacy. Join us as we converse with illustrious guests - Professor Atif Ikram, Elena Zee, and Yanely Espinal- who each bring their unique insights and experiences to the table. Listen in as we unravel the mysteries of financial education and how it impacts every aspect of our lives.
Our dialogue starts with Atif Ikram, who has breathed new life into Arizona State University's personal finance course, FIN:123. Elena Zee, a tireless champion of financial education, recounts her organization’s efforts in making personal finance lessons accessible to over 300,000 Arizona students. We then switch gears, hearing from Yanely Espinal, the author of 'Mind your Money', as she candidly shares her financial journey, highlighting the critical role of financial education in her life.
We round up our discussion with a focus on the future - discussing the innovative initiative of Mission 2030 and its goal to make personal finance a high school graduation requirement in all 50 states. So, tune in to this episode of Finance Roundtable and embark on a journey to financial liberation.
Professor Atif Ikram, Elena Zee, and Yanely Espinal are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals are provided entirely on behalf of themselves and are not related to Cetera Advisor Networks LLC or its registered representatives.
Financial Advisors offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in California as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Registered address is 14850 North Scottsdale Road #255, Scottsdale, Arizona 85254.
The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks nor any of its representatives may give legal or tax advice.

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Get to know the Producer of Finance Roundtable; Kelvin Gold.