The Future Hard Asset Supercycle: Inflation, Credit & Geopolitics
In this episode of Trends with Benefits, Ed Lopez sits down with Larry McDonald, Founder of the Bear Traps Report, to discuss the current state of financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global tensions and weighs in on how demographics are reshaping asset allocation. The conversation also touches on the future of AI, energy infrastructure, and the changing dynamics of passive investing, highlighting why reading market signals is more critical than ever.
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56:36
Robinhood's Approach to Reaching Next-Gen Investors
Steph Guild, CIO and Director of Investment Strategy at Robinhood, shares insights on AI, next-gen investors, market shifts, and financial education.
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46:03
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Future-Proof Investing: Stephanie Link on the Biggest Growth Trends
Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, unpacks investor sentiment, tech innovation, and demographic shifts, and what's next for Q4 and beyond.
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48:04
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48:04
Inside MP Materials and America's Rare Earth Revival
MP Materials CFO Ryan Corbett shares how his firm is rebuilding America's rare earth supply chain by securing magnets for EVs, defense, and tech in a post-China world.
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56:31
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56:31
How Investor Sentiment is Driving the Markets with Jamie Wise
Find out how online sentiment can be used to track dynamic stock themes, like AI, crypto, and space, and why retail investors remain a powerful market force.
Welcome to Trends with Benefits, the podcast that gives you an insider's edge into finance, tech, and investing. Hosted by Ed Lopez, VanEck's Head of Product Management.
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