Tag: Investment Planning
How Inflation, Tariffs, AI, And The Fed Shape Your Financial Decisions with Jack Manley (Ep. 20)

How Inflation, Tariffs, AI, And The Fed Shape Your Financial Decisions with Jack Manley (Ep. 20)

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If you’re wondering why inflation reports say prices are improving while your own expenses still feel higher, this conversation breaks down why those numbers can look different.

How should investors interpret economic headlines when the numbers they hear do not always match what they experience?

In this episode, Kevin Swanson welcomes Jack Manley, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, to explore the forces shaping financial markets and investor decisions. They discuss the Federal Reserve’s approach to inflation and employment, why personal inflation can feel different from official measurements, how tariffs affect consumers and businesses, the economic impact of artificial intelligence investment, and why political events may create short-term volatility while having limited impact on long-term market performance.

Key points:

  • How the Federal Reserve evaluates inflation, employment data, and interest rate decisions when shaping monetary policy
  • Why your personal experience with rising costs may differ from national inflation measurements reported in the news
  • How tariffs can affect consumers, businesses, federal revenue, and domestic manufacturing decisions over time
  • Why artificial intelligence investment is driving economic activity while productivity benefits are still developing
  • How elections and political uncertainty may create market volatility without determining long-term investment results
  • And more!

Connect with Potentia Wealth:

Connect with Jack Manley:

About our guest:

Jack Manley, Executive Director, is a Global Market Strategist at J.P. Morgan Asset Management. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on global economies and capital markets.

Jack is also a frequent guest on BNN, Bloomberg, CNBC, and Fox Business, and is often quoted in the financial press. He graduated from the University of Chicago with a Bachelor’s degree in History.

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A Practical Guide to Cryptocurrency for Investors with Kathy Kriskey (Ep. 8)

A Practical Guide to Cryptocurrency for Investors with Kathy Kriskey (Ep. 8)

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Bitcoin started with a pizza purchase and somehow became one of the most debated assets in modern investing. Some people think it’s the future. Others think it’s pure speculation. Most investors just want a clear explanation.

Todd and Kevin sit down with Kathy Kriskey, Head of Alternatives at Invesco, to discuss what cryptocurrency is and how to think about it in a real-world portfolio. Kathy breaks down why Bitcoin was created, why it’s now viewed more like a store of value than a spending currency, and what people get wrong about mining, supply, and security.

From there, she explains the differences among Bitcoin, Ethereum, and Solana using a simple analogy that makes the space easier to understand. The episode also digs into stablecoins, tokenization, and why more institutions are starting to take crypto seriously, even if most investors should approach it carefully.

What to expect:

  • Why Bitcoin’s origin story matters and how it became more “digital gold” than currency
  • The clearest explanation of Bitcoin vs. Ethereum vs. Solana (and why they behave differently)
  • What stablecoins and tokenization are and why they’re shaping the future of markets
  • How to think about crypto in a portfolio: volatility, liquidity, custody, and sizing
  • Why the best first step for most investors is simply getting off zero
  • And more!

Resources:

Connect with Potentia Wealth:

Connect with Kathy Kriskey:

About our guest:

Kathy Kriskey is the Head of Alternatives at Invesco, where she leads the firm’s work across the “three Cs”: commodities, crypto, and currency. She previously helped build commodities businesses at UBS, RBC, and CIBC, and brings a long-range, institutional perspective to how alternative assets are evaluated, implemented, and managed.

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