Tag: Market Insights
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227 – Quarterly Economic Update With David Czerniecki
In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of techn…
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224 – Using AI to Generate Real-Time Market Insights With Jens Nordvig
In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and c…
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216 – Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China’s economic sl…
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209 – Crossing MYGAs and FIAs With Bobby Samuelson
Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and the…
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206 – The Year End Economic Wrap Up With David Czerniecki
We can’t believe we’re near the end of the fourth quarter already. Today we sit down with David Czerniecki, Chief Investment Officer for Nassau Financ…
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205 – The (Not So) Mortal Threat To Advisors with David Macchia
It’s hard to escape a news show, magazine or newspaper without reading about AI these days. How will it affect our business? That’s what we explore to…
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204 – Trends With Traction In The Annuity Market with Tamiko Toland
As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland’s take on trends in 2023. In this episode, we talk about …
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202 – Quarterly Economic Outlook with David Czerniecki
David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling eco…
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200 – Playing The Long Game in The Retirement Industry With Scott Stolz
What’s changed in our business? What hasn’t? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Lin…
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198 – State of the State of the Retirement Industry With Jim Kerley
In the retirement industry, we’re living through a lot of change. Who could be better to help us put the challenges in perspective than Jim Kerley, Ma…