Tag: Market Concentration

A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

It is not often that an economic moment feels this confusing for everyday people, and Robert Curtiss knows it. 

That is why he brings economist Bryce Gill, economist and national speaker with First Trust Advisors, into a conversation that puts words to the shifts everyone is sensing but few can explain clearly. Robert approaches the discussion the same way he approaches client conversations. He slows things down, asks the questions people are wrestling with, and pulls out insights that make a complicated world easier to understand.

Together, Robert and Bryce explore how global supply chains are being rebuilt, why inflation feels so different from what the data suggests, and how AI and automation are reshaping opportunities for younger workers. 

What to expect from this release:

  • How global reshoring and demographic changes are reshaping inflation and economic growth
  • Why younger workers are struggling to find traction and how AI is influencing hiring
  • What rising regional shifts inside the United States reveal about long-term economic power
  • How market concentration within a handful of companies may affect future returns and consumer behavior
  • And more!

Resources:

Connect with Bryce Gill:

Connect with Robert Curtiss:

About Our Guest:

A resident of Austin, Texas, Bryce graduated from Miami University of Ohio with a bachelors degree in economics and received an MBA from the University of Texas. An economist and designated national speaker with First Trust he works directly with his colleague Brian Wesbury in the creation of the firm’s widely read weekly “Monday Morning Outlook.” In 2022, First Trust’s work was recognized by its receiving the highly coveted Consensus Economics Award for most accurate economic forecasting.

With a highly energetic speaking style and a scholar’s understanding of current economic matters, Bryce is a frequent guest on financial related podcasts and other media platforms, as well as a speaker at numerous public forums with his listeners remarking upon his ability to make the often difficult to understand both understandable and interesting.

In his presentation on “The Dawn of the Era of Volatility” Bryce will be focusing in his talk on describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.

How to Invest Beyond the Magnificent Seven Stocks with Andrew Hull, CFA (Ep. 83)

How to Invest Beyond the Magnificent Seven Stocks with Andrew Hull, CFA (Ep. 83)

As markets surge on the backs of the Magnificent Seven, are investors missing what’s happening off the radar?

Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today’s most-hyped tech names.

Andrew explains how today’s market is historically concentrated and why that creates risk and opportunity. From the reshoring of American industry to massive grid upgrades and the rise of water-cooled data centers, this conversation clarifies themes that may shape the future of returns.

What to expect in this episode:

  • How AI’s energy demand is disrupting grid infrastructure planning
  • Why tariffs and trade policy are driving a rebirth of U.S. manufacturing
  • The surprising institutions most vulnerable to cyberattacks
  • How water usage is becoming a critical factor in chip and data center expansion
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Andrew Hull:

LinkedIn: Andrew Hull, CFA

About Our Guest:

Andrew Hull is a seasoned financial professional with a robust background in exchange-traded funds and commercial banking. Currently serving as Vice President and ETF Strategist at First Trust, he has cultivated a deep understanding of monetary authorities and central banking dynamics. With over a decade of experience at First Trust, including roles as an Economic Analyst, Andrew has demonstrated a strong commitment to financial strategy and analysis. Prior to this, he held a Vice President position at Columbia Bank, where he honed his skills in commercial banking. Andrew graduated from Wheaton College with a Bachelor’s Degree in Business Economics, which laid the foundation for his analytical expertise. His career reflects a blend of strategic leadership and technical financial acumen, positioning him as a valuable asset in the finance sector. He is particularly interested in the intersection of finance and emerging technologies, aiming to leverage innovative solutions in investment strategies. Andrew’s professional journey exemplifies adaptability and a dedication to continuous learning in a rapidly evolving industry.