Presented by Morning Brew's Creative Studio in partnership with Fidelity Investments
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 help 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.
Season 4 Episodes
EPISODE 2
Women’s Financial Wellness
Discussing the history and distinctions of women’s financial wellness w/ Money with Katie & Alex Lieberman. Visit Fidelity for more information and resources.
Listen on:
Sep. 14, 2023
Listen where you want:
SEASON 4
Check out all the tools and resources from Fidelity Investments on your journey to financial know-how. Then sign up for their weekly email with actionable, up to date investing ideas with options strategies, technical analysis, and insights from the pros at Fidelity to help you with today’s investing.
Keep it Fresh
LET'S GO
take me there
Click below to open a Fidelity account and for more information on topics covered in each week’s episode.
TAKE ME THERE
SEASON 1
RESOURCES
SEASON 2
SEASON 3
QUIZ
Sep. 9, 2023
An investor’s briefing and overview of the current landscape to catch up from where we left off last season. Visit Fidelity for more information and resources.
An Investor’s Briefing
EPISODE 1
Sep. 21, 2023
An overview of investing trends and habits of different generations, from Baby Boomers to Gen Z and the pro’s and cons of each strategy. Visit Fidelity for more information and resources.
Investing Trends by Generation
EPISODE 3
An overview of investing trends and habits of different generations, from Baby Boomers to Gen Z and the pro’s and cons of each strategy. Visit Fidelity for more information.
Sep. 28, 2023
We review traditional income strategies (bonds, deferred fixed annuities, and CDs) and newer innovations (fractional CDs) that help provide stability in tough markets like today w/ Money with Katie & Alex Lieberman Visit Fidelity for more information and resources.
Income Investing is Back
EPISODE 4
Oct. 19, 2023
How AI plays into investing, what its emergence can change, and what specific tools are available to investors Visit Fidelity for more information and resources.
AI + Investing
EPISODE 7
Oct. 12, 2023
An overview of investing trends and habits of different generations, from Baby Boomers to Gen Z and the pro’s and cons of each strategy Visit Fidelity for more information and resources.
AI’s Boom and Bloom
EPISODE 6
Oct. 5, 2023
Exploring ways to live off of your investments, with a focus on looking forward to retirement, generating income, and some alternative ways to help generate income from real estate to passive income streams Visit Fidelity for more information and resources.
Living off your Investments
EPISODE 5
Nov. 2, 2023
A look back at the highlights of season 4. Visit Fidelity for more information and resources.
Season Recap
EPISODE 9
Oct. 26, 2023
From blending finances with a partner to preparing for retirement, different and significant life stages can align with their own investing styles Visit Fidelity for more information and resources.
Life Stages of Investing
EPISODE 8
Living off your Investment
Custom music by Davis Jones. Header illustration by Alberto Miranda. These podcasts were created on behalf of our Advertisers by the Morning Brew Creative Studio, and do 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 Advertiser or Advertiser’s products by Morning Brew. Investing involves risk, including risk of loss. 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. Morning Brew and Fidelity Investments are independent entities and are not legally affiliated. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
Season 1 Episodes
The IPO rush
Alex marches down to the NYSE to demand some answers. Kidding. But this is what’s up with companies sprinting to go public. Visit Fidelity for more information and resources.
OCT. 28, 2020
NOV. 5, 2020
No, people aren't panning for gold like it's 1849— but gold prices are soaring and we should all be paying attention. Visit Fidelity for more information and resources.
2020, the year of...gold?
NOV. 12, 2020
The results are in, and with them comes a deluge of information and market volatility. How should you financially prepare post-election? Visit Fidelity for more information and resources.
Trading in a post-market election
NOV. 19, 2020
Will it be WFH for the win? We explore what a job outside a physical office can mean for your money. Visit Fidelity for more information and resources.
Back to work
NOV. 25, 2020
The rise of e-commerce this holiday season may have bigger implications beyond where you find yourself on Black Friday. Visit Fidelity for more information and resources.
Shopping in a new winter wonderland
DEC. 3, 2020
Beyond an uptick in virtual housewarming parties, what’s the impact of city dwellers fleeing to the suburbs and how can one achieve their home ownership goals? Visit Fidelity for more information and resources.
Millennials head to suburbia
DEC. 10, 2020
Big Tech has been on a heater with a string of strong earnings reports in Q3 of this year. But are they deserving of the disproportionate attention they get? Visit Fidelity for more information and resources.
Tracking tech giants
DEC. 17, 2020
Chatting about the gross domestic product doesn’t have to sound so...gross. We talk all things GDP and why young investors should care. Visit Fidelity for more information and resources.
GDP and me
Rumor has it Fidelity has a weekly email with actionable, up to date investing ideas with options strategies, technical analysis, and insights from the pros at Fidelity to help you with today’s investing. Check it out along with their other resources tailored to each episode of Fresh Invest.
Even Fresher
Season 2 Episodes
Getting active
So you’ve got some hard-earned cash, and you want to put it to work. We talk about how to develop a personal philosophy on building wealth, centered on whether investing or trading is right for you. Visit Fidelity for more information and resources.
SEPT. 9, 2021
SEPT. 16, 2021
If you want to be an active trader—not a passive investor—there are a few things you should know. We talk about what those are, and how to create a disciplined plan for your trades. Visit Fidelity for more information and resources.
How to build your trading strategy
Crypto has dominated financial headlines in the past few years, with jaw-dropping successes as well as a few stubborn obstacles. We discuss how ordinary investors should think about the alternative asset—and whether it’s now just...an asset.
Where crypto stands now
SEPT. 30, 2021
Cryptos are a little different from your run- of-the-mill stock or bond, so we walk through the best ways to consider incorporating them into your portfolio. Visit Fidelity for more information and resources.
Crypto as part of an investing strategy
OCT. 7, 2021
Over the past year, SPACs have had a dizzying rise, but now appear to be hitting some speed bumps. We talk through the rise and fall, and home in on where the alt-IPO method stands now. Visit Fidelity for more information and resources.
Attack of the SPACs
OCT. 14, 2021
SPACs’ domination of financial headlines may have you wondering if you should join the party. We talk about how to best do that, from evaluating sponsors to how long you might have to wait for a return. Visit Fidelity for more information and resources.
SPACs in your portfolio?
OCT. 21, 2021
We tackle physical real estate as a potential wealth builder: what kind of asset it is relative to other equities and the broader economy—and how to get involved if you feel it’s right for you. Visit Fidelity for more information and resources.
Location, location...investment?
Purchasing property isn’t for everyone, and that’s okay. We discuss how to invest in real estate through tools like REITs, which give you exposure to real estate without the hassle of ownership.
How to buy real estate without buying property
If you want to be an active trader—not a passive investor—there are a few things you should know. We talk about what those are, and how to create a disciplined plan for your trades.
Cryptos are a little different from your run- of-the-mill stock or bond, so we walk through the best ways to consider incorporating them into your portfolio.
SPACs’ domination of financial headlines may have you wondering if you should join the party. We talk about how to best do that, from evaluating sponsors to how long you might have to wait for a return.
NOV. 4, 2021
Options are a commonly used investment tool, and they can be incredibly helpful for managing risk. But they can also be challenging, so we talk through the pros and cons of this handy tool. Visit Fidelity for more information and resources.
What are our options?
NOV. 11, 2021
Putting our knowledge of options into practice: we go over how to think about options in your portfolio relative to other assets, and how to make sure you don’t get carried away. Visit Fidelity for more information and resources.
Your options on options
EPISODE 10
NOV. 18, 2021
Investing over a significant period of time can help your money grow. Not only that, but that growth itself can grow. We walk through exactly why that is, and how you can put it to work for your wealth goals. Visit Fidelity for more information and resources.
The power of compound interest
EPISODE 11
NOV. 24, 2021
We chat about the FIRE movement, a group of people who adopt ambitious saving/investing habits to retire early. You don’t have to go full FIRE, but the movement’s principles offer helpful lessons for any investor. Visit Fidelity for more information and resources.
Playing with FIRE
EPISODE 12
DEC. 2, 2021
Digital investing seems to be all the rage—but is an online brokerage the best way to meet your needs? And if so, how should you go about picking one? Visit Fidelity for more information and resources.
Picking a brokerage
EPISODE 13
DEC. 9, 2021
We give listeners a brief overview of some of the trickier investing techniques, including swaps, fractional shares, and investing on margin. Visit Fidelity for more information and resources.
Leveling up
EPISODE 14
DEC. 16, 2021
Alex talks listeners through his biggest insights and takeaways from Season 2 of Fresh Invest. Visit Fidelity for more information and resources.
Lessons and reflections
EPISODE 15
Investing over a significant period of time can help your money grow. Not only that, but that growth itself can grow. We walk through exactly why that is, and how you can put it to work for your wealth goals.
We chat about the FIRE movement, a group of people who adopt ambitious saving/investing habits to retire early. You don’t have to go full FIRE, but the movement’s principles offer helpful lessons for any investor.
Custom music by Davis Jones. Header illustration by Alberto Miranda. These podcasts were created on behalf of our Advertisers by the Morning Brew Creative Studio, and do 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 Advertiser or Advertiser’s products by Morning Brew. Investing involves risk, including risk of loss. Investing involves risk, including risk of total loss. Crypto as an asset class is highly volatile, can become illiquid at any time, and is for investors with a high risk tolerance. Crypto may also be more susceptible to market manipulation than securities. Crypto is not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation. Investors in crypto do not benefit from the same regulatory protections applicable to registered securities. Neither FBS nor NFS offer crypto nor provide trading or custody services for such assets. 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. Morning Brew and Fidelity Investments are independent entities and are not legally affiliated. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
Custom music by Davis Jones. Header illustration by Alberto Miranda. These podcasts were created on behalf of our Advertisers by the Morning Brew Creative Studio, and do 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 Advertiser or Advertiser’s products by Morning Brew. Investing involves risk, including risk of loss. Investing involves risk, including risk of total loss. Crypto as an asset class is highly volatile, can become illiquid at any time, and is for investors with a high risk tolerance. Crypto may also be more susceptible to market manipulation than securities. Crypto is not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation. Investors in crypto do not benefit from the same regulatory protections applicable to registered securities. Neither FBS nor NFS offer crypto nor provide trading or custody services for such assets.FIED FINANCIAL PLANNER™ in the United States. 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. Morning Brew and Fidelity Investments are independent entities and are not legally affiliated. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
Season 3 Episodes
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.
Sep. 8, 2022
Sep. 15, 2022
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.
Making your money make money
Sep. 22, 2022
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.
Time-honored passive income streams
Sep. 29, 2022
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.
New school passive income strategies
Oct. 6, 2022
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.
Oct. 13, 2022
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).
Getting personal with thematic investing
Oct. 20, 2022
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 means for investors.
A crypto reckoning
Oct. 27, 2022
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.
Crypto's next chapter: impact and outlook
