Schwab's chief global investment strategist Jeffrey Kleintop joins Jeff Benjamin and Bruce Kelly to chat about the global markets and how they'll react to the U.S. elections, the ongoing pandemic and Black Friday. Liz Skinner also joins to share the winners of the 2020 Women to Watch Awards.
Interview with Jeffrey Kleintop — 0:00-16:30
1:00 — Kleintop's global outlook and the change in global leadership
4:00 — Are we forgetting about the pandemic and the transition risks?
6:00 — S&P 500 valuation and what that portends
7:15 — What a Biden administration could mean for the market (and what may have been priced in too much)
9:00 — Market volatility given a pandemic and a new president
10:00 — The remaining potential in Black Friday and Cyber Monday
12:15 — Gaming out pandemic restrictions regionally in the US
14:30 — Kleintop's career moves and changing perspective in recent years
Interview with Liz Skinner — 16:45-30:45
17:00 — InvestmenNews' Women's Issue
19:15 — Challenges facing women and women advisers in this climate
21:00 — Women to Watch for 2020
22:45 — The persistent gender imbalance at the senior level at RIA firms
25:30 — Celebrating 2019's Women to Watch pandemic style, including a clip from the celebration
29:00 — The outlook for next year's celebration, and InvestmentNews events in general
Related Articles:
Work-life balance is harder for women in the pandemic
How women-led fintechs are combating the gender wealth gap
Guest Bio — Jeffrey Kleintop. As senior vice president and chief global investment strategist at Charles Schwab, Kleintop is responsible for analyzing and discussing international markets, trends and events to help investors understand their significance and financial implications. He provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients.
Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career, he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corp. of America. Cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” Kleintop frequently appears on CNBC, Bloomberg TV and CNN, and is often quoted in The Wall Street Journal, Barron’s and the Financial Times.
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.
