Jim Paulsen, CIO at Leuthold, joins Bruce and Jeff to dissect the current market volatility. They discuss where the opening salvos of 2022 trading fit in compared to other recent big market moves and whether or not we'll see a true correction. They get into the Fed's role and how inflation worries tie into the swirling markets as well. Bruce and Jeff chat about UBS's purchase of Wealthfront.
In this episode, you'll hear about:
Related Article: How UBS plans to leverage Wealthfront’s robo-adviser
Guest Bio:
Jim Paulsen is chief investment strategist at The Leuthold Group LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team in serving institutional, financial advisor and investment professional clients. He will continue writing his long-running newsletter, which will be published and distributed alongside Leuthold's premier monthly research product, Perception for the Professional.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
