Real Money Pros

← Real Money Pros24 Aug · 2 h 04 min

Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)

Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)24 Aug2 h 04 min

Brian Wiley and Alexandra Lundgren are joined by Eric Sterner, Chief Investment Officer at Apollon Wealth Management, for an extended conversation on portfolio strategy and where he sees opportunities developing across the investment landscape.

Eric discusses why the AI investment story extends well beyond technology stocks, with potential beneficiaries across healthcare, utilities, industrials, materials and the infrastructure needed to support continued AI growth. The conversation also explores healthcare and biotech, portfolio diversification, private equity and private credit, and the tradeoffs investors should understand before allocating money to alternative investments.

A listener considering SpaceX and XRP brings the discussion back to fundamentals: building emergency savings, using diversified investments as a foundation, and keeping speculative investments in perspective.

The final hour shifts to insurance and risk management, including term versus permanent life insurance, IULs, annuities, long-term care and disability coverage, and what an insurance company's "guarantee" actually means.

Listen, Watch, & Connect!

https://www.therealmoneypros.com

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Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management: