Finance Unfiltered
Podcast
Everyday AI: Simple Tools to Save Time and Spark Ideas
Join South Coast and special guest, Shaan Saigol, for a practical introduction to AI and how it’s being used in everyday life. In this quick but insightful conversation, they cut through the hype and share simple tools that can save you time, spark creativity, and make daily routines more efficient. Don’t miss this chance to see how Everyday AI can work for you.
The Real Impact of Tariffs, Inflation Trends, and What’s Next for the Economy
Join South Coast’s Chris Vizzi and Kelly Clyde as they talk with Chapman University’s Fadel Lawandy about tariffs, inflation, and the shifting global economy. In this quick but insightful conversation, they break down how trade policy is shaping markets, what’s really driving inflation, and where interest rates could be headed next. Don’t miss the practical takeaways to help you invest with confidence in today’s volatile environment.
South Coast 2025 Q2 Economic Outlook
The South Coast Economic and Market Update 2Q 2025 is presented by JP Morgan featuring special guest Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Dr. Kelly provides an in-depth analysis of the economic and market landscape heading into Q2 2025.
Chapman University Economic Forecast 2025
South Coast is a proud sponsor of the 47th Annual Chapman University Economic Forecast. Dr. Jim Doti and his team of expert economists revisit their findings for 2024 and provide crucial insights for the year ahead.
Long Term Care Planning Solutions
South Coast is joined by Nick Johnson, Comprehensive Tax and Retirement Specialist with Ash Brokerage, to discuss the alarming statistics behind long term care needs and ideas on how to solve for an often overlooked aspect of financial and health planning.
South Coast 2024 Q3 Economic Outlook
Our Q4 2024 Outlook and Q3 Update topics include: Market Volatility, a Pending Fed Rate Cut and the Likelihood of a Recession, the Biden/Harris Swap and the Impact of the Presidential Election on the Stock Market.
South Coast 2024 Q2 Economic Outlook
Our 2024 Q2 update topics include: Inflation, the Economy, Upcoming Election Implications, the US Dollar and National Debt, and the Rise of Artificial Intelligence.
South Coast 2024 Q1 Economic Outlook
South Coast is joined by Professor Fadel Lawandy, Chapman University, to help set the stage for the economic landscape in 2024.
E-8: Following the Smart Money
As the economy continues to recover from the COVID recession, we take a look at where large institutional investors are allocating funds.
E-7: Commercial Real Estate COVID Recovery
Commercial real estate remains quite healthy today despite the sensational headlines plastering our news feeds for the last year.
E-6: Qualified Opportunity Zones
Chris and Kelly discuss QOZ funds and how high net worth clients are using these structures to defer, reduce, and eliminate capital gains tax.
E-5: Red Hot Housing Market
The housing market across the United States is on fire, but how long with this environment of multiple all-cash offers last?