Nest Egg! podcast

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Menambahkan three tahun yang lalu

Konten disediakan oleh Lori Zager & Lisa James of 2X Wealth Group, Lori Zager, and Lisa James of 2X Wealth Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Lori Zager & Lisa James of 2X Wealth Group, Lori Zager, and Lisa James of 2X Wealth Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

The Innovators & Investors Podcast

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BMW iVentures: AI, Robotics, and Onshoring Trends with Sam Huang 35:36

16 hari yang lalu35:36

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35:36

In the latest episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sam Huang, Principal at BMW iVentures, for a candid conversation to explore the dynamic intersection of venture capital, artificial intelligence, robotics, and manufacturing innovation. Sam shares BMW iVentures’ investment thesis, focusing on Series A and B startups across the US, Europe, and Israel, with a strong emphasis on AI-driven SaaS, automation, and onshoring trends driven by labor shortages and supply chain disruptions. Listeners gain valuable perspectives on the evolving venture diligence process, the importance of product-market fit, and how higher ARR benchmarks reflect both market maturity and macroeconomic factors like rising interest rates. Sam also candidly discusses his unconventional career path—from a Stanford history PhD program to law school and ultimately venture capital—highlighting how diverse experiences enhance investment acumen. The conversation delves into the benefits of corporate venture capital, especially BMW’s hands-on support and networking advantages for portfolio companies. Additionally, Sam reveals how AI is integrated internally at BMW iVentures to optimize workflow and decision-making. This episode is a must-listen for anyone interested in the future of innovation, investment strategy, and the transformative impact of AI and robotics on global industries. Learn more about Sam's work at https://www.bmwiventures.com/ and her involvement with the Asian Tech Collective at https://www.asiantechcollective.com/ Connect with Sam on LinkedIn at https://www.linkedin.com/in/samantha-huang-10375b106/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

Nest Egg!

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Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy-to-understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.
Get in touch find out more at https://www.2xwealth.ingalls.net/
Produced, edited & music composed by Lindenfield at The Toaster Oven

21 episode

#Trading #Business #Lori Zager & Lisa James #Lisa James #Lori Zager #Wealth #Investing #Money #Marketing #Economy #Retirement #Finance #Capitalism #Stock #Portfolio #Banking

Nest Egg!

updated 20 hari yang lalu

Beranda serial•Feed

21 episode

#Trading #Business #Lori Zager & Lisa James #Lisa James #Lori Zager #Wealth #Investing #Money #Marketing #Economy #Retirement #Finance #Capitalism #Stock #Portfolio #Banking

Semua episode

Nest Egg!

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💡 Does Your Portfolio Need Bonds? 40:43

20 hari yang lalu40:43

40:43

Join Lori Zager and Lisa James as they explore the evolving landscape of bonds and their role in modern investment strategies. In this engaging episode, they discuss the historical significance of bonds in portfolio management and explore why traditional approaches might be shifting. Discover the factors influencing the effectiveness of bonds as a hedge against market volatility and gain insights into alternative investment strategies that could complement or replace bonds in your portfolio. From gold and energy to the potential risks of treasuries, Lori and Lisa offer a balanced perspective on the current investment climate. Tune in to learn about the various types of bonds and their potential roles in different investment scenarios, and hear real-world examples that illustrate the complexities of modern portfolio management. Whether you're a seasoned investor or just starting, this episode provides a thought-provoking discussion on the future of bonds and their impact on your financial journey! 📈💰 Find out more and reach out to us on our blog .…

Nest Egg!

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How to Protect Your Portfolio in Uncertain Times 27:08

13 weeks yang lalu27:08

27:08

Every recession or bear market is driven by a unique mix of factors, and the investment strategies that work best depend on the specific circumstances behind each downturn. In this episode of Nest Egg, Lori Zager and Lisa James break down the complex web of rising tariffs, soaring national debt, and shrinking policy options that are currently challenging investors. Join them as they explore actionable portfolio strategies designed to prioritize capital preservation in a landscape marked by recession risks and the looming threat of stagflation—where slow growth, rising unemployment, and higher inflation collide. Whether you’re a seasoned investor or just building your financial knowledge, this episode offers valuable insights to help you protect your wealth in uncertain times. Find out more and reach out to us on our blog .…

Nest Egg!

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Chaos 34:06

20 weeks yang lalu34:06

34:06

In this episode of Nest Egg, Lisa and Lori dive headfirst into the stormy world of politics, exploring how the Trump agenda is shaking up the economy. From market volatility to real-world financial impacts, they break down the ripple effects of a news cycle that never seems to slow down. Why are investors on edge? How are businesses reacting to policy shifts? And what does all this uncertainty mean for your personal finances? Lisa and Lori tackle these questions with sharp analysis, offering insights on how to protect and grow your nest egg even when the world feels chaotic. Whether you’re a seasoned investor or just getting started, this episode will help you understand the bigger picture — and how to navigate it. Tune in for a thoughtful, no-nonsense look at the intersection of politics and your financial future. Find out more and reach out to us on our blog .…

Nest Egg!

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Deep Thoughts and DeepSeek 27:55

23 weeks yang lalu27:55

27:55

2024 seems oh so long ago, but this episode of the Nest Egg! was broadcast in conjunction with the 2x Wealth Group’s 4q 2024 Investment Letter. In this episode, Lori and Lisa explain what was behind the 25% rally in the S&P 500 in 2024 and why they thought history was unlikely to repeat itself in 2025. There is also a discussion of the recent excitement in Deepseek, a Chinese-made artificial intelligence model and the ramifications for a cheaper AI model. Find out more and reach out to us on our blog .…

Nest Egg!

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Trumponomics 25:42

34 weeks yang lalu25:42

25:42

Lori and Lisa discuss how Trump’s proposals may affect the economy and dig deeper into his pick for Treasury Secretary: the good, the bad, and the ugly. Have a listen!! Find out more and reach out to us on our blog .

Nest Egg!

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China - Is the Recent Run-up a Durable Rally or a Flash in the Pan? 23:01

41 weeks yang lalu23:01

23:01

Lisa and Lori take a look at how politics in China has affected the Chinese stock market. Find out if they believe their recent statements about encouraging business growth and, on the flip side, hear what we think might impede China’s success. We provide a general U.S. market commentary at the end. Find out more and reach out to us on our blog .…

Nest Egg!

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Under the Covers 36:19

1 year yang lalu36:19

36:19

What really is behind the stock market rally in 2024 and the selloff in the first week of August. Lori and Lisa begin this podcast by explaining why the U.S. economy has remained resilient in spite of the Fed raising interest rates and reducing its balance sheet. They then explain what triggered the selloff in equity markets last week and what investors should do now. Find out more and reach out to us on our blog .…

Nest Egg!

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529 Plans - College Savings with Uncle Sam's Help 23:33

1 year yang lalu23:33

23:33

Lisa and Lori explain the advantages of using a 529 plan to save for college and other education expenses. They discuss how to go about setting up a plan as well as how to decide how much to contribute and when. Find out more and reach out to us on our blog .

Nest Egg!

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And the Prize Goes To...Janet Yellen 33:14

1 year yang lalu33:14

33:14

Lori and Lisa explain the relationship between interest rates and stocks, why Janet Yellen gets the prize for the market rally which started last fall, and how you can make an ‘under the radar’ AI play. Find out more and reach out to us on our blog .

Nest Egg!

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Mixed Messages 17:14

1 year yang lalu17:14

17:14

In this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear about our market outlook for 2024. Find out more and reach out to us on our blog .…

Nest Egg!

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Ten Surprises 29:28

2 years yang lalu29:28

29:28

In a nod to the late Byron Wien, Lori and Lisa talk about their list of potential economic, financial, and political surprises for 2024. Have a listen…. Find out more and reach out to us on our blog .

Nest Egg!

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High Interest Rates 32:17

2 years yang lalu32:17

32:17

Lori and Lisa explain the negative impact of rising interest rates on both the bond and the stock markets. They discuss the current rate environment, the relative attractiveness of stocks and bonds, and why the Federal Reserve is likely to keep rates higher for longer. Find out more and reach out to us on our blog .…

Nest Egg!

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Happy 65th Birthday… Have You Signed Up For Medicare? 21:07

2 years yang lalu21:07

21:07

Lisa and Lori guide you through the Medicare morass! Find out more and reach out to us on our blog .

Nest Egg!

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Change Is Coming to Your 401K Contribution Tax Status 26:04

2 years yang lalu26:04

26:04

After a market update, Lori and Lisa discuss how company 401k plans work, common pitfalls, and changes that are coming to catch-up contributions for high earners, 50 and older. Find out more and reach out to us on our blog .

Nest Egg!

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Trees Don’t Grow to the Sky 21:40

2 years yang lalu21:40

21:40

In this episode, Lori and Lisa explain that seven stocks accounted for most of the market rally in the first half of 2023. They suggest that if the market is going to continue to go up, there needs to be a broadening out of the market with participation from other stocks and sectors. Absent that increase in participation, the market is vulnerable. Trees don’t grow to the sky. Find out more and reach out to us on our blog .…

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