Ready to navigate value with the experts?

Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies!

This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today’s competitive landscape.

Robert, Jeremy, and Tom discuss: 

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• Navigating Economic Predictions: Exploring insights from 2020 predictions about inflation and international equities
  
• The Role of Narratives in Shaping Financial Markets: How they influence investor behavior and economic outcomes
  
• Embracing Technology: Incorporating innovative solutions to enhance client engagement and operational efficiency
  
• Real Estate Market: Deep dive into the Case Shiller Index and the current housing market
  
• Retirement Planning: Longevity risk and how annuities can play a factor
  
• And so much more!
  

Resources: 

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• Narrative Economics by Robert J. Shiller
  
• Future for Investors by Jeremy J. Siegel
  
• Big-Cap Tech Stocks Are a Sucker Bet by Jeremy J. Siegel
  
• Magnificent Seven Stocks
  
• Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)
  

Connect With Robert Shiller:

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• LinkedIn: Robert Shiller
  

Connect With Tom Haines:

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• LinkedIn: Tom Haines
  
• ARS
  
• Annexus
  

Connect With Jeremy Siegel:

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• Wharton University of Pennsylvania: Jeremy Siegel
  

Connect with Jeremy Houser:

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• Schedule a Call
  
• 713-808-8548
  
• jeremy.houser@simplicitygroup.com
  
• Advisor Mentorship Program
  
• InsurMark
  
• LinkedIn: Jeremy Houser
  

About Robert Shiller:

Robert J. Shiller is Sterling Professor Emeritus of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, and statistical methods, and on public attitudes, opinions, and moral judgments regarding markets. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.

About Jeremy Siegel:

Jeremy Siegel is a world-renowned expert on the economy and financial markets. The author of the award-winning investment classic Stocks for the Long Run, now in its third edition, he recently expanded that book’s ideas in The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New. A frequent guest on CNN, CNBC, NPR, and other networks, he is a regular columnist for Kiplinger’s and Yahoo! Finance and the winner of dozens of awards for his research, writing, and teaching. Professor Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.

About Tom Haines:

Tom Haines is the Chief Investment Officer at ARS as well as Executive Vice President at Annexus Group. He began his career in the index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the exchange-traded products (ETPs) group at NYSE Group and head of ETPs and derivative product solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in quantitative finance from James Madison University in Virginia.