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Investors have been through a tsunami of challenges the past couple of years. What I hear right now more than anything is a cacophony of voices, all with differing advice for investors on how to survive in today's environment.
Jonathan Clements is a beacon of sound, rational investing guidance in a sea of short-termism. Author of The Little Book of Main Street Money: 21 Simple Truths that Help Real People Make Real Money (Little Books. Big Profits), Clements was the award-winning personal finance columnist for the Wall Street Journal. He's now the head of investor education at Citi.
I love Clements' approach because he's a pragmatist, synthesizing the best Wall St. has to offer with the do-it-yourself attitude characterizing many of today's investors.
Clements joins us this week for Tradestreaming Radio.
We discuss:
how to navigate today's investing climate, post financial crisis
how experience and time help create investor expertise
the struggle investors and advisors have in describing risk
why we continue to make decisions antithetical to what we know we should do
Ryan Swann, Vanguard's Chief Data and Analytics Officer, champions the centralization of data analytics for business efficiency while highlighting the importance of diverse talent in innovation.
He envisions a convergence of offensive and defensive data strategies to enhance capabilities and reduce costs at Vanguard.
Regional banks like Citizens face a variety of challenges, from high interest rates to rising consumer expectations.
Brendan Coughlin, the bank's Vice Chair and head of consumer banking, joins us on the podcast to discuss how his firm is navigating the challenges and opportunities in this market.
The BaaS ecosystem has been evolving and that means different things for the banks, fintechs, non-banks, and middleware companies participating.
On the Tearsheet Podcast, editor Zack Miller is joined by executives from Thread Bank, CCG Catalyst Consulting Group, and Infinant to discuss the last mile and where business models are headed.
right now more than anything is a cacophony of voices, all with differing advice for investors on how to survive in today's environment.
Jonathan Clements is a beacon of sound, rational investing guidance in a sea of short-termism. Author of The Little Book of Main Street Money: 21 Simple Truths that Help Real People Make Real Money (Little Books. Big Profits)
, Clements was the award-winning personal finance columnist for the Wall Street Journal. He's now the head of investor education at Citi.
I love Clements' approach because he's a pragmatist, synthesizing the best Wall St. has to offer with the do-it-yourself attitude characterizing many of today's investors.
Clements joins us this week for Tradestreaming Radio.
We discuss: