Sharpe Minds

On this episode of Sharpe Minds, Michael had the opportunity to sit down with Gene Goldman, Chief Investment Officer at Cetera Investment Management. They discussed Cetera IM's three themes for the rest of 2025, the rising tensions in the Middle East, what is driving the stock market today, Artificial Intelligence, and many facets of the economy.  Stay tuned for frequent uploads and don’t for...

On this episode of Sharpe Minds, Michael was joined by Tom Halloran, President and CEO of Cetera Advisors and the President of Cetera Wealth Partners. They discussed what it takes to be a great leader and build a team with strong culture, how the top 1% of financial advisors separate themselves from the rest, acquisitions and industry consolidation, technology and innovation within the wealth indu...

On this episode of Sharpe Minds, Michael had the pleasure of speaking with Meera Pandit, Global Market Strategist at J.P.Morgan Asset Management. They dove under the hood in equities and also discussed the impact of the first 100 days of the new presidency, what we learned from companies during their Q1 earnings releases, the outlook for fed policy this year, recession risks, and American Exceptio...

It's not everyday that you get to speak with the largest asset manager in the world, but on this episode we did exactly that. Michael and Brian went in-depth on the Megaforces that BlackRock thinks are cultivating our future; such as AI, demographics, geopolitics, and digital assets. Stay tuned for more content! Stay tuned for frequent uploads, and don't forget to like and subscribe! Lea...

On this episode of Sharpe Minds, Michael is joined by Patrick Schultz, JD of Clark Capital Management. Michael and Patrick dove into the topics of business succession planning, legacy and family dynamics, tax planning, estate planning for high-net-worth individuals, the future of estate planning, and many others. Stay tuned for frequent uploads, and don't forget to check us out on other platf...

On this episode of Sharpe Minds, Michael had the pleasure of speaking with Graham Kimmerer of MFS Investment Management. Graham is a Senior Strategist specializing in Social Security and Medicare who spoke about the recent developments with WEP and GPO, Social Security for wealthy individuals, how benefits are calculated, and the future of the SS Administration. Stay tuned for more content! Learn...

In times of uncertainty, its really important to hear the insights from some of the best thought leaders in the industry. On this episode, I had the fortune to do exactly that. As an Executive VP whose been with PIMCO for 25 years, Paul was able to walk us through the detailed investment process that PIMCO implements, the impact of the wildfires on the municipal bond market in Southern California,...

On this episode of Sharpe Minds, Michael had the opportunity to speak with Amar Reganti, Managing Director & Fixed Income Strategist at Wellington Management. They discussed what's keeping Amar and his team up at night, 5 reasons to be active in fixed income right now, how financial advisors should view fixed income, and multiple facets of private credit.  Stay tuned for weekly uploads, a...

On this episode of Sharpe Minds, Michael had the opportunity to speak with John Diehl, Senior Vice President of the Applied Insights Team at Hartford Funds. They discussed much of the research that John and his team conduct with the MIT Age Lab; such as 8,000 Days of Retirement, the Social Portfolio, and the concept of being Phygital. Stay tuned for weekly uploads, and don't forget to like an...

On this episode of Sharpe Minds, Michael had the opportunity to speak with Andrew Hull, a Vice President and ETF Strategist at First Trust. They discussed the evolution of the ETF universe, the adoption of thematic and target outcome ETF's, and many of the long-term drivers of this space.  Stay tuned for weekly uploads, and don't forget to like and subscribe on Youtube Learn more about A...

On this episode of Sharpe Minds, Michael Lafata had the pleasure of speaking with Brian Levitt, a Global Market Strategist for Invesco and author of Invesco’s Compelling Wealth Management Conversations and their Financial Literacy Program. Learn more about Archstone Financial: https://archstonefinancial.net/

On this episode of Sharpe Minds, Michael Lafata had the pleasure of speaking with Kevin Flanagan, WisdomTree’s Head of Fixed Income Strategy and a part of their Investment Strategy Group.  Learn more about Archstone Financial: https://archstonefinancial.net/