Welcome to Nest Egg!

Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy to understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.

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Podcasts
August 2023
2023

Trees Don’t Grow to the Sky

In this episode, Lori and Lisa explain that seven stocks accounted for most of the market rally in the first half of 2023. They suggest that if the market is going to continue to go up, there needs to be a broadening out of the market with participation from other stocks and sectors. Absent that increase in participation, the market is vulnerable. Trees don’t grow to the sky.

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Podcasts
June 2023
2023

The Pollyanna Market

Lisa and Lori discuss the disconnect between the bull market rally and current economic signals.

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Podcasts
April 2023
2023

Run on the Bank

We discuss how banks work, what causes banks to fail, how the government is responding, how bank and brokerage accounts may be protected, and the dilemma that the banking crisis causes the Federal Reserve in its pursuit of fighting inflation.

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Podcasts
December 2022
2022

Why An Upcoming Recession May Be Unique

We discuss what happens to stocks and bonds during recessions and our suggestions for portfolios.

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Podcasts
October 2022
2022

Inflation is as Violent as a Mugger

We explain inflation and why it presents a problem that won’t be easily fixed.

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Podcasts
August 2022
2022

RSUs, How They Work, How They are Taxed

How to manage the risk of the stock you may accumulate.

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Podcasts
May 2022
2022

Making Sense of Today's Markets

Eye opening discussion of investment trends and how they drive decision making in an inflationary world. In this episode, we explain the market in 10 charts.

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Podcasts
July 2026
2026

One Big Beautiful Way to Give to Charity

In this episode, Lisa James and Lori Zager dive into the significant tax advantages of donating appreciated stock directly to charity, explaining how this strategy allows you to both avoid capital gains tax and receive a charitable deduction, effectively increasing your giving power. They walk through the practical mechanics of transferring securities to charitable organizations and highlight common pitfalls to avoid.

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Podcasts
February 2026
2026

Reflections on 2025, Predictions for 2026

Join Lisa James and Lori Zager as they reflect on the volatility and market dynamics of 2025, share their outlook for 2026, and discuss the nomination of Kevin Warsh as the new Federal Reserve chairman.

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Podcasts
January 2026
2026

The AI Revolution – Lessons from History and A Potential Shakeout

In this riveting episode recorded in late December 2025, we dive deep into the seismic shift happening in the world of artificial intelligence.

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Podcasts
October 2025
2025

Welcome to the Intelligence Revolution

Join us and special guest Dr. Warren Jackson as we explore the world of AI. In this episode, we compare the Intelligence Revolution to the Industrial Revolution and discuss how to assess the various AI related investment opportunities. Dr. Jackson is a physicist who first started studying AI as a principal scientist for PARC ten years ago. Currently, he is a consultant for DARPA

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Podcasts
July 2025
2025

Does Your Portfolio Need Bonds?

Join Lori Zager and Lisa James as they explore the evolving landscape of bonds and their role in modern investment strategies.

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Podcasts
May 2025
2025

How Do You Protect Your Portfolio in Uncertain Times?

Every recession or bear market is driven by a unique mix of factors, and the investment strategies that work best depend on the specific circumstances behind each downturn.

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Podcasts
March 2025
2025

Chaos

In this episode of Nest Egg, Lisa and Lori dive headfirst into the stormy world of politics, exploring how the Trump agenda is shaking up the economy.

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Podcasts
March 2025
2025

Deep Thoughts and DeepSeek

In this episode, Lori and Lisa explain what was behind the 25% rally in the S&P 500 in 2024 and why they thought history was unlikely to repeat itself in 2025. There is also a discussion of the recent excitement in Deepseek, a Chinese-made artificial intelligence model and the ramifications for a cheaper AI model.

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Podcasts
December 2024
2024

Trumponomics

Lori and Lisa discuss how Trump’s proposals may affect the economy and dig deeper into his pick for Treasury Secretary: the good, the bad, and the ugly. Have a listen!!

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Podcasts
November 2024
2024

China - Is the Recent Run-up a Durable Rally or a Flash in the Pan?

Three years ago, Lori and Lisa explained in a blog “From Beijing to Wall Street” why they thought the Chinese market was un-investable.

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Podcasts
August 2024
2024

Under the Covers

What really is behind the stock market rally in 2024 and the selloff in the first week of August. Lori and Lisa begin this podcast by explaining why the U.S. economy has remained resilient in spite of the Fed raising interest rates and reducing its balance sheet. They then explain what triggered the selloff in equity markets last week and what investors should do now.

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Podcasts
July 2024
2024

529 Plans - College Savings with Uncle Sam's Help

Lisa and Lori explain the advantages of using a 529 plan to save for college and other education expenses. They discuss how to go about setting up a plan as well as how to decide how much to contribute and when.

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Podcasts
May 2024
2024

And the Prize Goes To... Janet Yellen

Lori and Lisa explain the relationship between interest rates and stocks, why Janet Yellen gets the prize for the market rally which started last fall.

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Podcasts
March 2024
2024

Mixed Messages

In this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear our market outlook for 2024.

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Podcasts
December 2023
2023

Ten Surprises for the New Year

In a nod to the late Byron Wien, Lori and Lisa present their list of potential economic, financial, and political surprises for 2024. Have a listen….

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Podcasts
October 2023
2023

High Interest Rates

Lori and Lisa explain the negative impact of rising interest rates on both the bond and the stock markets. They discuss the current rate environment, the relative attractiveness of stocks and bonds, and why the Federal Reserve is likely to keep rates higher for longer.

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Podcasts
September 2023
2023

Happy 65th Birthday. Have You Signed Up for Medicare?

Lisa and Lori guide you through the Medicare morass!

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Podcasts
August 2023
2023

Change is Coming to Your 401k Contribution Tax Status

After a market update, Lori and Lisa discuss how company 401k plans work, common pitfalls and changes that are coming to catch-up contributions for high earners, 50 and older.

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Ingalls & Snyder is a brand name used for the affiliated companies of I&S Group, LLC.  2X Wealth Group is a team at Ingalls & Snyder that offers investment advisory and brokerage services. Investment advisory services are offered through Ingalls Investment Management, LLC ("IIM"), an SEC registered investment adviser, and brokerage services are offered through Ingalls & Snyder, LLC ("INGS"), a member of FINRA and SIPC.  When offering investment advisory services, individuals act as investment advisor representatives or, otherwise, employees of IIM.  When offering brokerage services, individuals act as a registered representatives or associated persons of INGS.  

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