The Tao of Chao Podcast
The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
Episodes
32 episodes
Navigating a New Global Order: U.S.–China Dynamics, Geopolitical Complexity, and the Future of Capitalism w/ Dr. Brian Wong | Tao of Chao 29
How stable is today's world order — really? In this episode of the Tao of Chao podcast, Philip Chao sits down with Dr. Brian Wong, Assistant Professor at the University of Hong Kong and geopolitical strategist, to unpack the e...
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Episode 29
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56:28
Solving the Retirement Income Puzzle: T. Rowe Price's 5-Dimensional Approach w/ Jessica Sclafani | Tao of Chao 28
Retirement income planning requires balancing competing priorities and understanding crucial trade-offs. In this episode, Jessica Sclafani, Global Retirement Strategist at T. Rowe Price, introduces their innovative five-dimensional framework fo...
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Episode 28
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28:21
Master Your Money Mindset: Smart Retirement Strategies Revealed w/ Anne Lester | Tao of Chao 27
Why is saving money so hard? Why is retirement planning so complicated? Gen Z and Millennials are anxious about their future, including their financial planning.Behavioral finance expert Anne Lester, author of "Your Best Financial Life:...
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Episode 27
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32:52
PIMCO Strategist on Global Financial Markets, Interest Rates & Fed Policy w/ Anthony Crescenzi | Tao of Chao 26
What's ahead for the global economy and financial markets in 2025? Let's look back at past financial policy decisions and data for indicators.Anthony Crescenzi, Executive Vice President and Market Strategist at PIMCO, shares his expert ...
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Episode 26
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52:29
Lifetime Income w/ Bonnie Treichel: Frameworks, Collaboration, and Fiduciary Leadership | Tao of Chao 25
How can advisors and plan sponsors tackle the complexities of lifetime income and retirement sufficiency? In this episode of the Tao of Chao, Philip sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, to exp...
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Episode 25
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52:44
Navigating the Intersection of Data and Decision-Making in Finance w/ William Kinlaw | Tao of Chao 24
In life, we all operate in a varying degree of ignorance or blindness when deciding the future. Information is the critical ingredient - even though the final decision is based on one’s judgment and interpretation of the information. In theory,...
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Episode 24
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1:02:02
High-Yield Municipal Strategies & The Impact of Fed Rate Cuts w/ Daniel Close | Tao of Chao 23
Daniel Close, Lead Portfolio Manager for High-Yield Municipal Strategies at Nuveen, joins host Philip Chao in this episode of Tao of Chao to explore the evolving landscape of high-yield municipals. They discuss the effects of the Fed's...
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Episode 23
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45:53
Diversifying for Success with Philip Chao & Bryan Moore | Tao of Chao 22
In this episode of The Tao of Chao podcast, host Philip Chao switches roles and becomes the guest as he sits down with Bryan Moore for a deep dive into discretionary investment management and the importance of diversification. Philip s...
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Episode 22
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44:06
Exploring Immigration and Migration Policies with Dr. Andrew Selee | Tao of Chao 21
Join us as we sit down with Dr. Andrew Selee, president of the Migration Policy Institute, to discuss the complexities of immigration and migration policies globally, with a special focus on the United States, Latin America, and the Caribbean. ...
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Episode 21
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1:04:03
The Importance of Fiduciary Responsibilities w/ Todd Levy | Tao of Chao 20
In the 20th episode of the Tao of Chao podcast, host Philip Chao sits down with Todd Levy, a Managing Director with The Retirement Plan Company, one of the country’s leading independent providers of account recordkeeping, third-party administra...
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Episode 20
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51:08
The American Manufacturing Renaissance with Michael Underhill | Tao of Chao 19
Michael Underhill, a trained economist, investment strategist, and investor in the infrastructure space, emphasizes the urgency of two crucial policy areas for the future — energy and immigration. Michael and Philip Chao stress the need for a c...
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Episode 19
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49:32
Understanding Market Cycles and Macroeconomic Themes: Insights from Franklin Templeton's Experts | Tao of Chao 18
If you are a student of the market and interested in gaining insights into the cyclical and secular landscape, topics that are highly relevant in today's economic climate, please tune in to this episode of Tao of Chao.The world ...
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Episode 18
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55:22
The Power of Personalization in Retirement Planning with Shawn O’Brien | Tao of Chao 17
“Personalization” in defined contribution retirement arrangements such as 401(k), 403(b), and 457 plans continues to gain momentum. This is not a fad or a marketing slogan. It is real and does improve outcomes. One way or another, personalizati...
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Episode 17
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57:12
Examining Proposed Changes to The Fiduciary Rule with Kevin Walsh | Tao of Chao 16
The Department of Labor has once again proposed changes to The Fiduciary Rule to expand fiduciary application to those selling investing products and delivering advice to retirement plans.Kevin Walsh, a legal expert in this matter joins...
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Episode 16
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45:01
The Impact of Cultural Differences on Leadership Success with Joy Chen | Tao of Chao 15
Chinese Americans quickly learn that there are cultural differences between the Eastern and Western business worlds. Today's guest is our bridge between the two.In this podcast episode, Philip Chao interviews Joy Chen, CEO of the Multic...
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Episode 15
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47:48
Strategic Foresight with Peter Scoblic | Tao of Chao 14
Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Peter Scoblic to explore the fascinating world of strategic foresight. Peter is the co-founder, and principal o...
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Episode 14
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47:01
Defining Central Bank Digital Currency (CBDC) with Elliot Hentov | Tao of Chao 13
Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Elliot Hentov back for an important discussion on Central Bank Digital Currency (CBDC). Elliot is the head of m...
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Episode 13
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52:04
Strategic Insights on Private Credit Investing with Alona Gornick | Tao of Chao 12
Welcome to Tao of Chao! Join us for this episode where Philip Chao sits down with Alona Gornick, managing director, senior investment strategist, and co-head of the Chicago office for Churchill Asset Management. Tune in as they discuss private ...
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Episode 12
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1:08:34
Uncertainty in Emerging Markets with Michael Cirami | Tao of Chao 11
In this episode of the Tao of Chao podcast, Philip Chao talks with Michael Cirami, managing director of Artisan Partners and lead portfolio manager of Emerging Markets Debt Strategies, as they discuss the emerging bond landscape and what kind o...
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Episode 11
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47:38
Unpacking the Fiduciary Standard with Matthew Mintzer | Tao of Chao 10
In this episode of the Tao of Chao podcast, Philip Chao sits down with Matthew Mintzer, Executive VP of Pentegra Retirement Services, and financial industry veteran to discuss the significance of the Fiduciary Standard under ERISA (Employee Ret...
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Episode 10
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50:33
Achieve Greater Diversification with Factor Investing with John Lunt | Tao of Chao 09
Philip Chao welcomes investment strategy expert John Lunt, President of Capital Management, Inc. to the Tao of Chao podcast to explore factor investing.Learn the benefits of factor investing and how using macroeconomic and statistical f...
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Episode 9
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45:28
Unlocking Insights at the Intersection of Population and Politics with Demography Expert Dr. Jennifer Sciubba | Tao of Chao 08
Join us on the Tao of Chao podcast as Philip Chao welcomes Dr. Jennifer Sciubba, one of the leading experts in political demography, and author of the 2022 book, 8 Billion and Counting: How Sex, Death, and Migration Shape Our World.
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Episode 8
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57:56
Carbon Investing Explained: Learn from Expert Klaus Thuerbach | Tao of Chao 07
Curious about carbon investing?Through the Paris Agreement and other initiatives, corporations are incentivizing CO2 reductions by buying and selling carbon credits now or through future contracts. Philip talks with Klaus Thuerbach, a c...
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Season 1
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Episode 7
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49:40
Exploring Infrastructure Investing with Michael Underhill | Tao of Chao 06
Join us as Philip talks infrastructure investing with Michael Underhill, the Chief Investment Officer at Capital Innovations, and an expert in quantitative economics. Michael shares his extensive knowledge and experience in infrastructure finan...
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Season 1
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Episode 6
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52:33
Dr. Elliot Hentov - State Street Global Advisors | Tao of Chao 05
Join Philip Chao as he welcomes Dr. Elliot Hentov, Chief Geopolitical Strategist, and head of macro policy research at State Street Global Advisors, to discuss geopolitics and its impact on the global financial markets. From the changing dynami...
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Season 1
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Episode 5
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46:02