Tag: Differentiation

Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)

Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)

Ready to navigate value with the experts?

Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies!

This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today’s competitive landscape.

Robert, Jeremy, and Tom discuss: 

  • Navigating Economic Predictions: Exploring insights from 2020 predictions about inflation and international equities
  • The Role of Narratives in Shaping Financial Markets: How they influence investor behavior and economic outcomes
  • Embracing Technology: Incorporating innovative solutions to enhance client engagement and operational efficiency
  • Real Estate Market: Deep dive into the Case Shiller Index and the current housing market
  • Retirement Planning: Longevity risk and how annuities can play a factor
  • And so much more!



Connect With Robert Shiller:

Connect With Tom Haines:

Connect With Jeremy Siegel:

Connect with Jeremy Houser:


About Robert Shiller:

Robert J. Shiller is Sterling Professor Emeritus of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, and statistical methods, and on public attitudes, opinions, and moral judgments regarding markets. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.


About Jeremy Siegel:

Jeremy Siegel is a world-renowned expert on the economy and financial markets. The author of the award-winning investment classic Stocks for the Long Run, now in its third edition, he recently expanded that book’s ideas in The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New. A frequent guest on CNN, CNBC, NPR, and other networks, he is a regular columnist for Kiplinger’s and Yahoo! Finance and the winner of dozens of awards for his research, writing, and teaching. Professor Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.


About Tom Haines:

Tom Haines is the Chief Investment Officer at ARS as well as Executive Vice President at Annexus Group. He began his career in the index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the exchange-traded products (ETPs) group at NYSE Group and head of ETPs and derivative product solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in quantitative finance from James Madison University in Virginia.

Mastering Your Mindset with Ricky Kalmon (Ep. 60)

Mastering Your Mindset with Ricky Kalmon (Ep. 60)

Ready to grow in 2024? Mindset matters.

Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

Ricky and Jeremy discuss: 

  • The importance of sleep management and stress reduction to optimize performance and well-being
  • The importance of creating and maintaining healthy habits to promote personal growth
  • Business leadership and self-development: How exceptional leaders prioritize self-awareness and continuous improvement to drive success
  • The Ricky Kalman app: Explore how it can revolutionize your mindset, sleep quality, stress management, and overall growth journey
  • And more!



Connect With Ricky Kalmon:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:


About Our Guest:

Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. 

Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. 

Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.