Trends with Benefits #115: Model Portfolio Solutions with Joe Mallen
05 March 2024
Listen Time 32:10 MIN
This week’s guest is Joe Mallen, CEO and founder of Modelist, a platform that enables financial advisors to develop and manage their own customized model portfolios. We talk about artificial intelligence as an investment theme, how Joe decided to launch Modelist, and trends he’s seeing in model portfolios. Then, we cover investment opportunities in 2024, including small caps, emerging markets, and high yield.
Show Notes:
00:30 Joe’s background
02:10 Artificial intelligence
04:57 Background of launching Modelist
10:00 How advisors can use Modelist
15:18 Popular trends in models
19:15 Investment opportunities in 2024
22:41 What’s next for Modelist
24:10 Long-term trend
28:32 Trend or fad
Trend or Fad
Listen to hear Joe’s take on nonbank lending, bitcoin, and the 60/40 portfolio.
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