Live From the Road
Live recordings from Wealth Management EDGE and other industry events.
When Peter hits the road for industry conferences, the conversations get sharper and the guest list gets better. These are the live recordings — Kitces on AI, Morgan Housel on recessions, Meir Statman on behavioral finance, and more.
- 1Ep. 101May 23, 2023
Debt Ceiling Standoff: 3 Possible Outcomes ft Chris Kerckhoff
Plancorp’s CEO, Chris Kerckhoff, joins the show for a live recording at the Wealth Management EDGE Conference.
- 2Ep. 102May 30, 2023
AI and the Evolution of Financial Advice with Michael Kitces [LIVE]
Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward.
- 3Ep. 119Sep 26, 2023
The Evolution of Behavioral Finance ft. Meir Statman [LIVE]
Live from Future Proof, the world’s largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generation of behavioral finance focuses on holistic well-being.
- 4Ep. 125Nov 7, 2023
Why Recessions Are So Hard To Predict with Morgan Housel [LIVE]
Recorded in front of a live audience for the CFA Society of Detroit’s Annual Luncheon, Morgan Housel shares key insights from his new book Same As Ever.
- 5Ep. 163Jul 31, 2024
How To Use Alternative Investments With Phil Huber [LIVE]
This week’s episode is extra special as it was recorded live at the Morningstar Investment Conference in Chicago. This prestigious event brings together advisors and financial experts to share cutting-edge research, expert insights, and thorough analysis, making it a valuable resource for financial professionals.
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