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Trends with Benefits
173 Episodes
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Explore why sports franchises are increasingly viewed as an investable asset class, how institutional capital and media rights are reshaping valuations, and why owners see themselves as stewards of a community asset, with New York Islanders co-owner Jon Ledecky and VanEck's Ed Lopez. 00:00 Introduction 04:30 From Entrepreneur to Sports Owner 08:30 Lessons from Failure and Entrepreneurial Spirit 12:01 Community Impact Through Sports Ownership 19:29 Acquisition of the New York Islanders 23:10 Sports as an Alternative Investment 32:25 The Evolving Landscape of Sports Ownership 38:37 Emerging Sports and Investment Opportunities 41:29 Sports as an Asset Class 43:04 The Future of Sports Betting and Fan Engagement
Explore what stood out at Future Proof 2026, from advisor skepticism about AI's real client value, to the rising case for fixed income and real assets, and why human connection remains the edge no algorithm can replicate, with VanEck's Ed Lopez. 00:00 Introduction to Future Proof Conference 02:46 AI's Impact on Financial Advisory 06:01 The Human Element in Financial Advisory 08:54 Fixed Income and Real Assets
Explore CNBC's Bob Pisani's reflections on 40-plus years of finance journalism, how he navigated the information overload of modern markets, what he learned from the NYSE trading floor, and what life looks like after leaving one of the most recognizable roles in financial media. 00:00 Introduction 09:39 The Art of Storytelling in Finance 12:28 Reflections on Career and Life Choices 18:32 Curiosity: An Innate Trait or Learned Skill? 23:13 Wealth Inequality and Market Participation 32:19 The Reality of Market Volatility 51:20 Active vs. Passive Investment Strategies 53:51 Market Concentration and Indexing Concerns 56:36 Inflation and Bond Market Dynamics 58:05 Real Assets and Alternative Investments 01:05:23 The Future of Work in an AI-Driven World
Explore the case for hard assets over paper, the pension system's growing private credit exposure, and why deglobalization may reshape financial markets for a generation, with Macro Mavens founder Steph Pomboy. 00:00 Introduction 03:04 AI, leverage, and the dot-com parallel 05:54 The competition for capital in 2026 08:48 The $15 trillion capital problem nobody is talking about 09:51 The triple B debt crisis and corporate balance sheet risk 22:25 The Fed as buyer of last resort for treasuries 28:24 The private credit boom and the pension problem 39:27 The upside of deglobalization and reshoring 44:52 Trend or Fad?
Explore the growing divide between top and bottom earners, the wealth effect driving consumer spending, inflation's staying power, and what AI may mean for jobs and the economy, with Moody's Analytics Chief Economist Mark Zandi. 00:00 Introduction 02:01 Divergence Between Economy and Markets 12:03 Consumer Spending Dynamics 18:04 Wealth Effect and Its Implications 23:56 Equity Valuations and Market Concerns 30:46 Globalization, Inflation, and Economic Outlook 35:55 Interest Rates and Economic Outlook 36:38 Consumer Spending and Recession Risks 39:43 Job Losses and AI Impact 44:01 Policymaking in the Age of AI 50:15 Trend or Fad?





