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My guest this week is Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopolies in finance, the impact of private equity, the role of technology and AI, and more. Please enjoy this conversation with Robbie Cannon.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:06) Evolution of Wealth and Asset Management
(00:04:18) Blurred Lines in Financial Services
(00:14:18) Private Equity and Financial Advisors
(00:17:05) Robo Advisors and Technological Integration
(00:26:07) Evaluating Compatibility and Money in Motion
(00:27:06) Peer Collaboration and Industry Insights
(00:29:05) Strategic Asset Allocation for 2024
(00:29:46) Challenges for Emerging Managers
(00:32:16) AI in Asset Management
(00:45:27) Digital Solutions and Future Trends
(00:49:36) The Evolution of Financial Advice
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Eric and Matt share insights on the market's performance through the third quarter of 2024, highlighting the S&P rising by 6% and a significant 50 basis point rate cut by the Federal Reserve, the first since the pandemic. Eric reflects on market sentiment and the complexities of predicting Fed actions, addressing the contrasts between past and present credit cycles, and emphasizing the importance of leverage awareness. They also delve into the impact of fiscal stimulus, wage inflation, and private market trends, while considering potential risks like inflation resurgence and government debt levels. Lastly, the conversation touches on the private markets, their growth, and the role of corporate credit and gives perspective on potential election volatility for next quarter.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:23) Fed Rate Cuts and Market Reactions
(00:01:32) Leverage and Market Dynamics
(00:03:07) Fiscal Stimulus and Wage Inflation
(00:06:14) Global Economic Trends and Risks
(00:11:04) Fed Policies and Historical Perspectives
(00:16:06) Inflation Concerns and Market Implications
(00:19:34) Investor Strategies and Fed Data Analysis
(00:23:17) Fed's Easing Cycle: Market Reactions
(00:23:33) Election Volatility and Market Expectations
(00:24:08) Split Government and Market Stability
(00:27:45) Corporate Credit Spreads and Economic Indicators
(00:34:17) Private Markets and Investment Trends
(00:41:01) Sports Betting and Market Regulation
(00:44:02) Predictions
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