AI, Inflation, and the Investment Decisions That Shape Portfolio Outcomes with Brad Long, CFA® (Ep. 5)
Big market moves can pull investors toward quick reactions, but lasting results often come from steady thinking and better questions.
How do you separate noise from what actually matters, and build a portfolio that can hold up through changing conditions?
In this episode, Jon Meyer speaks with Brad Long, CFA®, Chief Investment Officer of Wealthspire and Fiducient Advisors, about the core decisions that shape long-term portfolio outcomes. They explore asset allocation, investor behavior, taxes, inflation, AI concentration in the S&P 500, private markets, diversification, and how individuals can think more like strong investment committees when markets feel uncertain.
Brad highlights:
- Why asset allocation, investor behavior, and tax awareness often shape outcomes more than short-term market calls
- How AI concentration in the S&P 500 creates both opportunity and risk that many investors may not fully notice
- Why changing facts does not always require action, and how evidence should guide portfolio decisions over time
- What private markets can add to a portfolio, and why liquidity needs should shape how investors use them
- How individuals can improve results by reducing emotional reactions and thinking more like an investment committee
- And more!
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About Our Guest:
Brad Long concurrently serves as Chief Investment Officer at Wealthspire, Fiducient Advisors, where he leads the firm’s investment strategy, research, and portfolio construction across the platform. In this role, Brad is responsible for guiding long-term investment philosophy, overseeing research and due diligence, and ensuring consistency and rigor in how the firm delivers investment solutions for clients across wealth, institutional, and retirement markets.
Prior to joining the firm in 2012, he held research roles at Citigroup and Wells Fargo in New York, where he focused on market analysis and investment research. He earned a bachelor’s degree in finance with a minor in economics from the University of Colorado and is a CFA® Charterholder. Brad is a member of the CFA Society of Chicago and the CFA Institute.
Beyond Wealthspire, Brad is actively involved with Greenhouse Scholars, a nonprofit dedicated to supporting under-resourced college students through financial assistance and mentorship. Outside of work, he enjoys cooking and spending time with his wife and young sons.
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