Linda Clayton of Atara Wealth Management
Host: John Thompson
Guest: Linda Clayton
In this episode of Nurturing Success, John chats with financial advisor Linda Clayton about her unique journey into finance and her client-centric planning philosophy. Linda, who transitioned from the airline industry after 9/11, shares how teaching fin ...
Opportunities in a Volatile Market: Software, Health Care, Industrials
Gene Goldman sees opportunities in software, which he thinks is oversold, though he is neutral towards technology overall. Instead, he likes healthcare and industrials and is making a short-term energy play. Within those, he likes biotech and managed care. He thinks the S&P 500 will end the year ...
Buy the Dip? Why Volatility May Be an Opportunity
Gene Goldman, CIO at Cetera Financial Group, discusses the rotation from growth to value stocks and explains why investors should stay disciplined amid market volatility. He highlights opportunities in small- and mid-cap stocks, industrials, healthcare, and financials while emphasizing the impor ...
Gene Goldman Sees Risks Beneath the Market’s Calm
Gene Goldman explains why investors should remain cautious despite the S&P 500 (SPX) reaching record highs. He discusses valuations, market breadth, AI opportunities, and what to watch in the upcoming Fed minutes.
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Empowering every investor and trader, every mark ...
3 Key Investment Themes for 2026 | Economic Forecast with Gene Goldman
3 Key Investment Themes for 2026 | Economic Forecast with Gene GoldmanAre you feeling nervous about the current state of the stock market? In this episode of the Leadership Insight podcast, host Chad Co sits down with Gene Goldman, CFA, Chief Investment Officer and Director of Research at Satara ...
Are Investors Taking Too Much Risk Right Now?
Gene Goldman, CFA®, Chief Investment Officer of Cetera Financial Group, joins Tim and Tyler for a conversation about what investors should be paying attention to in today's market.
In this episode of Clear Money Talk, they discuss market concentration, elevated valuations, portfolio diversifica ...
Just The Answer: Are Investors Taking Too Much Risk Right Now?
Gene Goldman, CFA®, Chief Investment Officer of Cetera Financial Group, joins Tim and Tyler for a conversation about what investors should be paying attention to in today's market.
In this episode of Clear Money Talk, they discuss market concentration, elevated valuations, portfolio diversifica ...
Just The Answer: Are Bonds Finally Worth Owning Again?
Bonds haven't exactly lived up to their reputation for stability in recent years. Has that changed?
In this episode of Clear Money Talk, Tim and Tyler are joined by Gene Goldman, CFA®, Chief Investment Officer at Cetera Financial Group, to explore how the bond market has evolved and what invest ...
Are Bonds Finally Worth Owning Again?
Bonds haven't exactly lived up to their reputation for stability in recent years. Has that changed?
In this episode of Clear Money Talk, Tim and Tyler are joined by Gene Goldman, CFA®, Chief Investment Officer at Cetera Financial Group, to explore how the bond market has evolved and what invest ...
AI’s Next Winners Could Go Far Beyond Semiconductors
Gene Goldman says the AI trade is far from over, but the next winners could extend beyond chipmakers into data centers, power, healthcare and financials. He remains bullish on technology and communication services while seeing opportunities in sectors that can use AI to improve productivity and ...
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