Fresh Invest

Morning Brew Creative Studio

From market shifts to emerging asset classes, Fresh Invest breaks down the current financial climate, what it means to you as an investor, and actionable steps you can take to manage your money and set yourself up for a solid financial future. Join Morning Brew co-founder and executive chairman Alex Lieberman on his weekly deep dive with Fidelity guests. read less

Our Editor's Take

Fresh Invest is a podcast about wealth management. The host of the show is Alex Lieberman. He is the cofounder and executive chairman of Morning Brew, a podcast and industry production company.

On Fresh Invest, Lieberman invites experts from Fidelity Investments to share their wisdom. The financial services company is behind the podcast. The topics span a wide range of subjects. In one episode, the host examines how AI can transform investing. Lubna Lundy is the Director of Investment Product. She believes AI will create a new automation boom that will boost productivity.

In another, Lieberman talks to Jonathan Lord, who works at the Strategy Desk. Together they introduce the podcast listeners to new streams of passive income. Lieberman and Lord recommend Real Estate Investment Trusts, among others.

Some episodes of the podcast are for potential investors. Kelly Lannan is the SVP of Emerging Customers at Fidelity. She explains that different stages of life call for different investing strategies. Young investors are better off making higher-risk investments than older investors. There is also discourse for those considering investing in crypto. Chris Kuiper is the Director of Research at Fidelity Digital Assets. He sheds light on the risks and benefits of such an investment and the common mistakes to avoid.

Lieberman sometimes likes to look at the big picture. He and Ryan Viktorin examine the different investment styles of various generations. Viktorin is a VP and financial consultant at Fidelity. She defines the sandwich generation as those with aging parents and dependent children.

At the beginning of every season, Lieberman and his guests examine the state of the market. They also introduce listeners to new tools and technologies for investors. In one episode, they examine potential investment pitfalls like over-diversification.

The show is a great choice for investors who want to stay current on the market. It's a good way to learn about new trends and tools and what to avoid. The guests are knowledgeable and experienced. People considering investing may also find plenty of answers in Fresh Invest.

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Play Trailer

Fresh invest pregame

Fresh invest pregame

Series Teaser. From market shifts to the future of work, Fresh Invest breaks down the current financial climate, what it means to you as an investor, and actionable steps you can take when it comes to managing your money. Join Morning Brew's CEO Alex Lieberman on his weekly deep dive with Fidelity guests. First episode launches Thursday, October 29. Subscribe now.

Episodes

A Rewind for Your Money Matters: Season 4 Recap

A Rewind for Your Money Matters: Season 4 Recap

It’s the season finale! We’re taking time to reflect on this year’s biggest learnings and answer some final audience questions. From insights on financial wellness for women to AI’s influence on the financial landscape, we’re touching on topics that can have a big impact on your portfolio. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

Life Stages of Investing

Life Stages of Investing

In the penultimate episode of the season, we address significant life stages and how each stage can correlate to its own investing style. These include college life, investing with your partner, and preparing for retirement. We hit on starting or adjusting your investing style, understanding each phase’s needs, and how it all varies from person to person.

In this episode, we explore how AI is transforming the global investing experience. We discuss AI-based tools available to investors and the potential advantages that come with them.

AI’s boom and bloom

AI’s boom and bloom

The AI boom has raised countless questions, concerns, and possibilities. We explore how AI is impacting the economy and how investors can navigate these changes.

Living off your investments

Living off your investments

Investing can have a huge impact on both your ability to save money and the way you spend it. This episode builds on episode 4 by exploring ways to live off your investments, with a focus on looking forward to retirement. We’ll discuss the ins and outs of generating income, and we’ll also explore some alternative ways to build revenue streams from real estate investments to other passive-income opportunities. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

Income investing is back

Income investing is back

2023 has been a year of soaring prices and rising inflation rates. In tough markets like today’s, fixed-income maturities can help provide stability and growth. We review traditional income strategies—such as bonds, deferred fixed annuities, and CDs—as well as new innovations in the space, like fractional CDs.

Investing trends by generation

Investing trends by generation

Every generation approaches their money differently. We dive into the current generational investing trends and examine each generation’s strategies for short-term and long-term wealth building.

Women’s financial wellness

Women’s financial wellness

Women and men can have very different lived experiences when it comes to money. We talk through what some of these differences are, discuss how they impact financial planning, and explore investing strategies that support women’s unique financial goals.

An Investor’s Briefing

An Investor’s Briefing

Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.

Knowledge = Confidence: Lessons from Season 3

Knowledge = Confidence: Lessons from Season 3

It’s the season finale! We’re taking time to reflect on this year’s biggest learnings, and answer some final audience questions. From over-diversification to retirement planning, we’re touching on topics that can have a big impact on your portfolio. Bonus; you can watch and listen to this episode. Check out the video version here: https://www.youtube.com/watch?v=7_CEkfUVKyY

Crypto’s next chapter: impact and outlook

Crypto’s next chapter: impact and outlook

We discuss the ways investors like you can add crypto to your portfolio and actually use it. We also get into what the regulatory market looks like and how the Fed plans to tax all your hard-bought coins.

A crypto reckoning

A crypto reckoning

We explore crypto in light of its recent performance and assess where it’s at as an asset class. We also dig into the key factors impacting its mid- to long-term outlook and what that could mean for investors.

Getting personal with thematic investing

Getting personal with thematic investing

We dive into the ways you can incorporate thematic investing into your portfolio. We examine thematic categories, investing strategies, and how you can leverage these investments in your overall financial planning (including retirement).

The lowdown on thematic investing

The lowdown on thematic investing

Thematic investing has emerged as a popular alternative to more traditional approaches. We break down the basics of this strategy, its appeal, the risks, and how to determine whether this method aligns with your financial goals.

New school passive income strategies

New school passive income strategies

Passive income isn’t just rental properties and bond ladders anymore. There are plenty of modern, innovative opportunities out there and available to everyday investors. We break down what they are, how they’ve performed so far, and ways you can get involved.

Time-honored passive income streams

Time-honored passive income streams

Passive income is within reach for investors now more than ever. We break down how you can get in on some of the quintessential passive income strategies, plus how to leverage this capital once you have it.

Making your money make money

Making your money make money

We dive into market volatility, alternative currencies, and inflation hedges, and examine the differences between market speculation and economic reality—and what it all means for investors like you. Custom music by Davis Jones.

Finding financial confidence

Finding financial confidence

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jones.

Season 3 Trailer

Season 3 Trailer

Season 3 is coming soon to help you find financial confidence during economic uncertainty. Join Morning Brew co-founder and executive chairman Alex Lieberman on weekly deep dives with Fidelity professionals. They’re talkin’ passive income streams, navigating inflation, emerging asset classes, and more. Come for the learnings, stay for the actionable takeaways. The new season launches September 8. Subscribe now. Custom music by Davis Jones.

Lessons and reflections

Lessons and reflections

Alex talks through his biggest insights and takeaways from Season 2 of Fresh Invest. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informational and reference purposes only. They are not an endorsement of Fidelity Investments or Fidelity Investments’ products.