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278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security
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Manage episode 504731465 series 2880399
Content provided by Nassau Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nassau Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Nassau Financial Group's Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis. Orofino explains why higher long-term interest rates benefit the annuity industry and shares insights on portfolio diversification strategies, including concerns about the S&P 500's heavy concentration in AI and tech stocks. Key topics include treasury rates, tariff impacts, sovereign wealth funds, and annuities. Learn more at www.thatannuityshow.com
…
continue reading
284 episodes
MP4•Episode home
Manage episode 504731465 series 2880399
Content provided by Nassau Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nassau Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Nassau Financial Group's Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis. Orofino explains why higher long-term interest rates benefit the annuity industry and shares insights on portfolio diversification strategies, including concerns about the S&P 500's heavy concentration in AI and tech stocks. Key topics include treasury rates, tariff impacts, sovereign wealth funds, and annuities. Learn more at www.thatannuityshow.com
…
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284 episodes
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