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Market Videos

Markets can take on a behavior of their own. These videos help our clients get a better understanding of economics and the ever changing financial industry. Be sure to check out our CFA® Videos and Behavioral Finance Videos.

What is the yield curve, and why is it flattening?

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Let's Talk: The value of advice

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Let's Talk: Crushing Mediocrity

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Let's Talk: Missteps in Volatility

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Let's Talk: Connecting with Impact

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Let's Talk: Digital as a Game Changer

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Inflation: The Sneaky Thief

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How the Economic Machine Works

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Rising Rates: The Fed Takes Next Steps Toward Normal

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    What is the yield curve, and why is it flattening?

    You may have read news articles or heard somewhere that "the yield curve is flattening," but what does that mean?
    View More
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    Let's Talk: The value of advice

    What can advisors do to solve bigger issues and add deeper value for their clients?
    View More
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    Let's Talk: Crushing Mediocrity

    Could the democratized access to investment solutions expose mediocrity in the financial advisory industry?
    View More
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    Let's Talk: Missteps in Volatility

    In the inevitable return of volatility and uncertainty to the market, how are advisors preparing their clients’ portfolios and addressing fears?
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    Let's Talk: Connecting with Impact

    The client of the future is going to want to be communicated to in a new way. How do advisors use technology to really engage clients?
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    Let's Talk: Digital as a Game Changer

    Digital is changing the future of the financial advisory business. How will clients interact with their advisors in the years to come?
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    Inflation: The Sneaky Thief

    Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
    View More
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    How the Economic Machine Works

    Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers the question, "How does the economy really work?" Based on Dalio's practical template for understanding the economy, which he developed over the course of his career, the video breaks down economic concepts like credit, deficits and interest rates, allowing viewers to learn the basic driving forces behind the economy, how economic policies work and why economic cycles occur.
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    Rising Rates: The Fed Takes Next Steps Toward Normal

    The possible implications for consumers and investors when the Federal Reserve raises short-term interest rates.
    View More

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Matt Hougan

The Dangers of Commission-Free ETF Trading

January 14, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the dangers of commission-free ETF trading. Recently, custodians have been offering commission-free trading on ETFs, but many believe this can encourage misbehaving. Matt lays out the big picture in regards to the market and the opportunity. During this episode, […]

Larry Siegel Fewer, Richer, Greener

How To Invest In A World Of Negative Interest Rates

January 6, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On this episode of Intelligent Money Minute, we interview Larry Siegal, the director of the CFA Institute Research foundation on how to invest in a world of negative interest rates. Most environments feel unprecedented, but until 2019 there have never been negative interest rates. What does this mean? Essentially, it means locking in a guaranteed […]

How to Help Others Who Have Been Financially Scammed

December 31, 2020 By Hans Blake, CFA, CPA

This is part two of a mini-series on those who have been financially scammed. You can read part one here. I recently received a call out from a loved one. “Hans, are you sitting down,” they said in a frail voice filled with emotion. I immediately thought there was an accident or death in the […]

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  • The Dangers of Commission-Free ETF Trading
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  • How to Help Others Who Have Been Financially Scammed
  • 11 Ways To Protect Yourself From Being Financially Scammed
  • The Secret of Endowment Success
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