The ’White Lotus’ Financial Market With Gene Goldman and John Olerio

2025-09-09

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In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel between today’s financial markets and the hit TV show "The White Lotus" — where surface-level calm conceals deeper chaos.Listen in here or on your favorite podcast platform for insights from Goldman on:Why the S&P 500’s 28% recovery may be masking rising risks, including tarif...

In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel between today’s financial markets and the hit TV show "The White Lotus" — where surface-level calm conceals deeper chaos.

Listen in here or on your favorite podcast platform for insights from Goldman on:

Why the S&P 500’s 28% recovery may be masking rising risks, including tariffs, high yield spreads and bankruptcies.
How President Trump’s trade imbalance goals face significant economic headwinds.
The parallels between White Lotus characters and financial figures — including Jay Powell and Armand — and what they reveal about market behavior.
Why active money management is more important than ever, and how economic data, tariff revenues, and untapped cash reserves point to near-term stock opportunities.

This episode is sponsored by Cetera.

Lighthouse Wealth Advisors is a marketing name of Cetera Investment Services. Securities and Insurance offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.

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Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency

BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.