RL179 — 5 Investing Mega Trends

Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down 5 investing megatrends. They cover topics like the current state of the banking industry, what an aging population means to your investments, and why it’s the perfect time to reassess your portfolio.

[00:00] Introduction

[01:45] Digital Disruption and AI

[05:17] Reasses, Rebalance Your Portfolio

[06:27] What is the Rate Hiking Cycle?

[08:06] We Are Headed Towards a Fragmenting World

[10:20] Outside Forces Affecting Your Investments

[12:45] The Low Carbon Transition

[15:50] Economic Issues of an Aging Population

[19:14] What's Going On with Banks

[21:15] Bonds - Higher Rates and Historical Averages

[25:19] Summary

[27:42] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.