History of Investing with Dr. Jason Thomas 05 - 25

What this episode covers

In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios.

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Frequently Asked Questions

How long is this episode of Retirement Unlimited?

This episode is 24 minutes long.

When was this Retirement Unlimited episode published?

This episode was published on June 27, 2024.

What is this episode about?

In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and...

Can I download this Retirement Unlimited episode?

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