Episodios

  • Staying fixated on fixed income 3/18/25
    Mar 18 2025

    With volatility up and yields down, what should you be doing with the fixed income portion of your portfolio now? We dive into that.

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    23 m
  • Elevated volatility elevates interest in buffered ETFs 3/12/25
    Mar 12 2025

    For those looking to add down-side protection to their portfolios, a slew of new products can make it easier than ever.

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    28 m
  • The controversial rise of private credit/equity 3/3/25
    25 m
  • The leverage explosion 2/24/25
    Feb 24 2025

    Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know before you buy into this trend.

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    24 m
  • Finding “Freedom” Overseas? 2/19/25
    Feb 19 2025

    In general, international markets are surging ahead of U.S indices. However, finding quality opportunities overseas can be tricky. Find out how one fund is setting itself apart by reassessing investing “freedoms”.

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    31 m
  • Preeminent Charles Ellis is “Rethinking Investing” 2/10/25
    Feb 10 2025

    A founder of the index investing movement and author of “Winning the Losers Game”, Charles Ellis offers his new take on the markets. Fifty years on, find out what’s changed radically… and what likely never will.

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    33 m
  • Underprepared for Uncertainty? 2/3/25
    Feb 3 2025

    From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as prepared as they should be. We’ll look at ways to fix that.

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    16 m
  • DeepSeek disrupts AI trade as NASDAQ 100 celebrates 40 years 1/27/25
    Jan 27 2025

    China’s DeepSeek AI throws U.S. tech stocks into a tailspin just as the NASDAQ 100 – home to many of those names – celebrates its 40th anniversary. What will the next 40 years look like for that index and what could the next big tech leader be? We’ll find out.

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    25 m