This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio.
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Today's Guest: Roger Ibbotson
Jeff is a multi-millionaire stock options trader and economist with nearly 20 years of experience under his belt. He failed building 4 businesses– even tried his hand as an online poker player, but learned each step of the way to becoming a multi-millionaire before the age of 35.
Now he dabbles in virtually every aspect of the market, but has a special gift and passion for trading options and has become the #1 live-streaming stock options trainer in America. While he maintains a disciplined approach to the market, he’s also not afraid to make the big bets and swing for the fences when he thinks there’s an edge on a trade.
Raging Bull has a large following with over 2 million unique users on its website each month, a user base of over 500,000 paid and free members in their network and over 200,000 social media followers.
Roger's Online Presence & Reference Articles:
Today's First Time Panelist
Nicole Tanenbaum | Chequers Financial Management
Nicole Tanenbaum is the Chief Investment Strategist for Chequers Financial Management. She oversees all aspects of the investment management services offered by Chequers, from investment selection and asset allocation recommendations to portfolio implementation and oversight. Nicole has been in the investment industry for over 15 years, where she oversaw portfolio strategy and investments for ultra-high net worth clients at ICONIQ Capital, and managed portfolio analytics and investor relations for endowments and foundations at Watershed Asset Management, a $2 billion hedge fund. Additionally, Nicole’s commentary is regularly featured in the Washington Post where she provides ongoing perspective on the financial markets.
Today's Panelists
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection
- Nicole Tanenbaum | Chequers Financial Management
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