About this episode

The episode discusses the recent tech-led market selloff and features a segment on retirement planning with Jamie Hopkins.

Show from 03/27/26 Host Jeremy Schwartz, joined by Jeff Weniger, Michael Fridman, and Chris Gannatti, discuss the recent tech-led market selloff, compression in equity valuations, and geopolitical-driven volatility impacting oil, rates, and global markets. They highlight that despite multiple contraction, forward earnings expectations remain intact, while dislocations in areas like cybersecurity and AI-linked equities may present selective opportunities. (59:58) Jeremy continues with Jamie Hopkins to discuss his new book on retirement planning, focusing on behavioral finance and the role of emotions in financial decision-making. Jamie emphasizes the importance of connecting with your future self, using visualization and automation to improve saving behaviors, and balancing emotional awareness with disciplined planning. He also highlights rising financial fraud risks in an AI-driven world and shares practical strategies for protecting personal data and making more resilient long-term financial decisions. Mike Fridman: https://x.com/justmikeel Your Retirement Sketchbook: https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial/dp/1804091952 Jamie Hopkins…

People in this episode

Host: Jeremy Schwartz

Guests: Jeff Weniger, Michael Fridman, Chris Gannatti, Jamie Hopkins

Topics covered

• tech market selloff
• equity valuations
• geopolitical volatility
• retirement planning
• behavioral finance
• financial fraud risks

Keywords

• tech selloff
• equity valuations
• geopolitical volatility
• retirement planning
• behavioral finance
• financial fraud
• AI risks

Mentioned in this episode

Organizations: WisdomTree

Products: Your Retirement Sketchbook

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