Tag: Investment Strategy
AI, Investing, and the Future of Financial Planning with Benjamin Shiller (Ep. 117)

AI, Investing, and the Future of Financial Planning with Benjamin Shiller (Ep. 117)

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Technology is advancing quickly, and investors, business owners, and retirees are all trying to understand what it means for their future.

Will artificial intelligence create new opportunities, change career paths, reshape investing, or alter retirement planning? Understanding how innovation influences markets and personal finances may become increasingly important in the years ahead.

In this episode, Jeremy Houser welcomes Benjamin Shiller, Associate Professor of Economics at Brandeis University and Author. They explore how artificial intelligence could affect jobs, productivity, investing, and financial planning. Benjamin shares insights on market narratives, valuation concerns, the CAPE ratio, and the risks of chasing popular investments. 

The conversation also examines retirement planning, global investment opportunities, AI-related market enthusiasm, and why disciplined decision-making may matter more than reacting to headlines and trends.

Key takeaways:

  • How AI may reshape careers, productivity expectations, and long-term job stability for many workers
  • Why market narratives often influence investment decisions more than company fundamentals
  • How valuation metrics can help identify opportunities overlooked by popular market trends
  • Why diversification remains important during periods of enthusiasm around emerging technologies
  • How financial planning helps connect investment decisions to personal goals and risk tolerance
  • And more!

Resources: 

Connect with Benjamin Shiller:

Connect with Jeremy Houser:

About Our Guest:

Benjamin Shiller is an Associate Professor in the Department of Economics at Brandeis University and the author of AI Economics: How Technology Transforms Jobs, Markets, Life, & Our Future.

His research primarily focuses on the economic impacts of digitization and new technologies. Within this domain, he has analyzed questions relating to personalized pricing, resale, and supplier coordination. His research has been covered in notable publications including The Atlantic, The Conversation, The Economist, Forbes, Fortune, The Guardian, VOX EU, and The Washington Post.

Disclosure #: 5566633 – 0726

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Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

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Is your financial advisory strategy future-proof?

Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.

Key Highlights:

  • The secrets of Annexus’s index selection, where academic insights meet Wall Street ingenuity to revolutionize investing
  • How innovative design and strategic diversification are transforming retirement planning, challenging conventional market trends
  • Peek into Annexus’s journey to the top, uncovering the visionary strategies that set their products apart
  • How Annexus masterfully balances steadfast processes with dynamic market changes to redefine success standards
  • Witness how Annexus stays ahead by harnessing wisdom from academic giants, carving a niche in the competitive financial arena
  • Gain insights into the evolving bond market and the rising potential of Fixed Index Annuities as we enter 2024
  • Enter a groundbreaking phase of financial advising, focusing on the strategic integration of Fixed Index Annuities for robust portfolio management
  • And much more!

 

Resources: 

Connect With Tom Haines:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Tom Haines:

Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.

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