Join Lori Zager, Lisa James, and special guest Warren Jackson as they explore the world of AI. In this episode, they compare the Intelligence Revolution to the Industrial Revolution and discuss how to assess the various AI-related investment opportunities. Dr. Jackson is a physicist who first started studying AI as a principal scientist for PARC ten years ago. Currently, he is a consultant for DARPA.

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Join Lori Zager and Lisa James as they explore the evolving landscape of bonds and their role in modern investment strategies. In this engaging episode, they discuss the historical significance of bonds in portfolio management and explore why traditional approaches might be shifting.

Discover the factors influencing the effectiveness of bonds as a hedge against market volatility and gain insights into alternative investment strategies that could complement or replace bonds in your portfolio. From gold and energy to the potential risks of treasuries, Lori and Lisa offer a balanced perspective on the current investment climate.

Tune in to learn about the various types of bonds and their potential roles in different investment scenarios, and hear real-world examples that illustrate the complexities of modern portfolio management. Whether you're a seasoned investor or just starting, this episode provides a thought-provoking discussion on the future of bonds and their impact on your financial journey! 📈💰

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Every recession or bear market is driven by a unique mix of factors, and the investment strategies that work best depend on the specific circumstances behind each downturn. In this episode of Nest Egg, Lori Zager and Lisa James break down the complex web of rising tariffs, soaring national debt, and shrinking policy options that are currently challenging investors.

Join them as they explore actionable portfolio strategies designed to prioritize capital preservation in a landscape marked by recession risks and the looming threat of stagflation—where slow growth, rising unemployment, and higher inflation collide. Whether you’re a seasoned investor or just building your financial knowledge, this episode offers valuable insights to help you protect your wealth in uncertain times.

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