Talkenomics

PODCAST · news

Talkenomics

The debut episode of Talkenomics with Adam Shapiro has David Nelson from Belpointe Asset Management break down a slew of tech earnings -- as AI concerns continue to rattle investors. Talkenomics streams live every Wednesday at 7pm ET on X, YouTube, LinkedIn, Facebook, and Rumble. Subscribe on your favorite platform!

  1. 23

    Ready to Meet You: A Fertility Secret Revealed — Live Q&A

    36 years ago, a medical student donated sperm. Today, he’s an internationally recognized fertility doctor. What he didn’t expect? One of those donations led to a child who grew up to become a respected Georgia politician—and who recently discovered the doctor is his biological father. Their story begins with a simple email: "Ready to Meet You."In this emotional and eye-opening episode of Talkenomics, both men join the show live to share their story—and take your questions in real time. Whether you're exploring fertility treatments, IVF, or the personal impact of donor conception, this is your chance to ask anything. Join us on YouTube and Twitter/X and be part of a conversation that redefines what family means today.

  2. 22

    Health, Housing, Headache

    In this episode of TALKENOMICS, we dive into two of America’s most precarious economic flashpoints. Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, reveals why the booming healthcare job market may actually be a dangerous bubble — one the economy can’t afford to burst. Meanwhile, Jenna Stauffer, Global Real Estate Advisor at Sotheby’s International Realty, breaks down the housing gridlock caused by stubborn mortgage rates, sky-high prices, and the "lock-in effect" trapping homeowners. Can the U.S. fix either system without causing more harm? Or are we propping up unsustainable pillars of growth?

  3. 21

    Market Warnings 2025: Ticking Time Bomb?

    In this episode of Talkenomics, co-hosts Jordan Rizzuto, CIO of GammaRoad Capital Partners, and Tim Pagliara, CIO of CapWealth, sound the alarm on growing cracks in the market—and offer bold solutions. Jordan shares why his data-driven model has gone fully defensive, a move it's made only five times since inception, and why avoiding the worst market days trumps timing the best ones. Meanwhile, Tim dives into the politics and potential of releasing Fannie Mae and Freddie Mac from conservatorship, arguing that an IPO could inject $250 billion into housing solutions nationwide. From ETF signals to the fragility of the 60/40 portfolio, this episode tackles the risks you can’t afford to ignore.

  4. 20

    Broken Bonds and Smart Bets

    In this episode of TALKENOMICS, we go beyond bonds to explore how investors are navigating a market where traditional diversification is breaking down. With bonds failing to provide the safety net they once did, our guests dive into tactical wealth strategies—from private equity and real estate to defensive assets and dynamic portfolio allocation. Discover how smart money is adapting in an era of portfolio disruption—and what moves might protect and grow your wealth now.

  5. 19

    Tariffs, Taxes & Tickers

    We delve into the escalating economic challenges facing investors as market volatility intensifies. The OECD has downgraded its U.S. GDP growth forecast for 2025 from 2.2% to 1.6%, citing rising tariffs and policy uncertainty. Trade tensions are straining supply chains and slowing business investment, with inflation expected to hit 4% by year-end. Adding to the unease, JPMorgan Chase CEO Jamie Dimon has warned that soaring debt and deficits could trigger bond market turmoil. This week on TALKENOMICS, David Nelson (Belpointe) and Thomas Hayes (Great Hill Capital) join us to unpack these developments—from taxes and tariffs to market strategy—and offer guidance for navigating today’s turbulent investment climate.

  6. 18

    Shareholder Pushback on Hate

    This week on TALKENOMICS, we're joined by Ari Hoffnung, JLens Managing Director and Senior Advisor on Corporate Advocacy with the Anti-Defamation League. Hoffnung is part of a bold campaign urging Meta shareholders to support a proposal demanding transparency on how the tech giant handles hate speech—especially antisemitism—across its platforms. We dive into why this shareholder vote matters, the rising tide of online hate, and how financial pressure can be a force for accountability in Big Tech. Hoffnung also shares his perspective on the ADL’s evolving strategy and what’s at stake for democracy, business, and public trust in the digital age.

  7. 17

    Rethink Your Retirement Plan, Carol Roth on the New Financial World Order

    In this episode of TALKENOMICS, we sit down with David Montgomery, Managing Director of Retirement Plan Services at Concurrent and a 2023 PLANADVISER Top Retirement Plan Adviser. We dive into how employers, advisors, and individuals can better prepare for retirement through innovative tools like Advisor Managed Accounts (AMAs), Pooled Employer Plans (PEPs), and guaranteed income solutions within 401(k)s. David also discusses the critical role of fiduciary guidance, and why the future of retirement hinges on personalization, flexibility, and long-term thinking. Whether you’re an investor, advisor, or plan sponsor, this episode offers valuable strategies to help secure a smarter, more sustainable retirement.

  8. 16

    Wall Street Disrupted

    From May Day in 1975 to zero-commission trades and AI-driven portfolios, the rules of investing have changed—radically. But this isn’t just history. It’s a roadmap. Today, we break down the key disruptions that redefined Wall Street and reveal what they mean for the next wave of smart investing decisions. If you want to stay ahead, this episode is your edge.

  9. 15

    Smart Money Strategies from Wall Street Veterans

    This week on Talkenomics, we dive deep into institutional investing with two seasoned veterans: Skyler Weinand of Regan Capital and Chip Rewey of Rewey Asset Management. With decades of experience spanning mortgage-backed securities, structured credit, and deep value equities, our guests share their insights on managing risk in today's volatile markets, the future of fixed income and value investing, and how sophisticated strategies are evolving to meet the needs of institutions, family offices, and high net worth individuals. Tune in for a masterclass on navigating capital preservation, yield, and long-term value in a rapidly shifting financial landscape.

  10. 14

    Profit from Disruption

    Disruption is here — are you ready to profit from it? Tune into TALKENOMICS and get ahead of the next big market movesMarkets are changing faster than ever — and those who move now stand to gain the most. On this episode of TALKENOMICS, Dr. JoAnne Feeney (Advisors Capital Management) and Will Rhind (GraniteShares) reveal where the real opportunities lie as AI, semiconductors, and next-gen ETFs reshape the investment landscape. If you're ready to profit from volatility, innovation, and global disruption, this is the conversation you can't afford to miss.

  11. 13

    🎙️ AVOID THESE MONEY MISTAKES!

    Markets are shifting fast and investors are asking how to protect and grow their wealth. If you're worried about where the markets are headed and protecting your future, this episode is for you. Two powerhouses in finance — Ryan Payne, President of Payne Capital Management, and Justus Parmar, founder of Fortuna Investments join TALKENOMICS. With markets shifting and uncertainty on the rise, they reveal the biggest mistakes investors are making right now — and what you should be doing instead. Whether you're protecting your portfolio or looking for new opportunities in high-growth sectors, this episode delivers real strategies, bold insights, and a sharp look into where the smart money is going in 2025.

  12. 12

    Can Bitcoin hit $200k by the end of the year?

    As markets wobble under the weight of tariffs and global uncertainty, how can investors create—and protect—real wealth? On this episode of Talkenomics, we’re joined by two financial powerhouses: Greg Luken, author of Unleash Your Financial Superpowers and veteran wealth advisor to first-generation millionaires, and Matt Hougan, Global Head of Research at Bitwise and one of the world’s top voices in crypto and ETFs. From the emotional psychology of building generational wealth to whether crypto is the lifeboat—or hedge—in today’s stormy economy, we unpack strategies to survive—and thrive—in an age of financial chaos. 💥📊🧠

  13. 11

    Risky Business: Tariffs, Investing, Retirement

    How do U.S. tariffs and global trade tensions threaten your investments and retirement? This week on TALKENOMICS LIVE, we unpack the high-stakes risks ahead with top experts.From Wall Street to your 401(k), the risks are real — and this is the episode to make sense of them.

  14. 10

    Passive Flows & Investing's Future

    Is passive investing reshaping the markets—for better or worse? Simplify Asset Management's Portfolio Manager and Chief Strategist, Michael Green, joins TALKENOMICS to break down the impact of passive flows, the risks of systematic investing, and how new U.S. tariffs could shake global markets. Don’t miss this deep dive into market structure, volatility, and the future of trading! Also, discover how the start-up OURco is revolutionizing decision-making. 

  15. 9

    Smart Money: AI & Tax Strategies

    TALKENOMICS welcomes two financial innovation leaders: Bob Elliott, Co-Founder and CEO of Unlimited, who's revolutionizing alternative investments through machine learning technology, and David Flores Wilson, an investment strategy expert who helps clients navigate complex tax laws for maximum advantage. Elliott, formerly of Bridgewater Associates, where he worked closely with Ray Dalio, shares insights on how his company creates low-cost index replications of hedge funds and private equity investments. Don't miss this powerful conversation on how AI and tax strategy are reshaping the financial landscape for investors of all levels.

  16. 8

    Investment Storm Watch with Victoria Fernandez, Eric Diton

    Ever wondered how to navigate today's unpredictable markets? On the next TALKENOMICS LIVE, you drive the conversation! Join Victoria Fernandez, CFA, Chief Market Strategist at Crossmark Global and Eric Diton, President of The Wealth Alliance, streaming live on Linkedin, X, YouTube, and Rumble.

  17. 7

    Karith Foster on Ditching Perfection

    Karith Foster has worked with countless legends -- and reinvented herself many times. In this episode of Talkenomics, Foster encourages viewers to dig deep and learn to bet on themselves.

  18. 6

    Wall Street Uncensored: One-on-One with Charlie Gasparino

    Award-winning journalist Charlie Gasparino, known for his hard-hitting financial reporting and combative on-air style, brings his Wall Street insider expertise to TALKENOMICS. From breaking major stories like the AIG bailout during the 2008 financial crisis to authoring multiple bestsellers including “The Sellout” and his latest, “Go Woke Go Broke” (2024), Gasparino has established himself as one of America’s most influential business commentators. This self-described “Rocky Balboa” of financial journalism promises an unfiltered conversation that will challenge conventional wisdom and deliver market-moving insights you won’t want to miss.

  19. 5

    'Freakonomics' Explains How We Spend and Live

    Join us for an unforgettable episode of TALKENOMICS featuring the brilliant Stephen Dubner, co-author of the groundbreaking Freakonomics series and host of the wildly popular Freakonomics Radio. Dubner brings his signature blend of insight and storytelling genius to dissect the hidden patterns behind everyday phenomena. From the puzzling devaluation of NFL running backs to the questionable economics of professional licensing and even New York City’s seemingly impossible battle against rats.

  20. 4

    Media's Mad Scramble for Trust and Cash

    Trust in media is collapsing as cable subscriptions plummet. Where are ad dollars going these days? Ken Rosato, Anchor at ONNJ, and Karith Foster, Founder of INVERSITY Solutions, join the show for a wide-ranging discussion. Talkenomics with Adam Shapiro live streams every Wednesday at 7pm ET!

  21. 3

    Navigating a Layoff

    Sheila Hammond got kicked to the curb after 30 years of loyal service. How she got back in the driver's seat is a riot. Her experience getting back on top has lessons for all of us. Talkenomics live streams every Wednesday at 7pm ET!

  22. 2

    Anthony Scaramucci Dissects Trump's Political Comeback

    The 2nd episode of Talkenomics with Adam Shapiro has Anthony Scaramucci, Founder of SkyBridge Capital, reveal his sharpest criticisms of President Trump and what Americans can expect from his 2nd term. Talkenomics streams live every Wednesday at 7pm ET on X, YouTube, LinkedIn, Facebook, and Rumble. Subscribe on your favorite platform!

  23. 1

    Should Tech Investors Be Worried?

    The debut episode of Talkenomics with Adam Shapiro has David Nelson from Belpointe Asset Management break down a slew of tech earnings -- as AI concerns continue to rattle investors. Talkenomics streams live every Wednesday at 7pm ET on X, YouTube, LinkedIn, Facebook, and Rumble. Subscribe on your favorite platform!

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ABOUT THIS SHOW

The debut episode of Talkenomics with Adam Shapiro has David Nelson from Belpointe Asset Management break down a slew of tech earnings -- as AI concerns continue to rattle investors. Talkenomics streams live every Wednesday at 7pm ET on X, YouTube, LinkedIn, Facebook, and Rumble. Subscribe on your favorite platform!

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