Podcast Episodes

Rate Cuts, Recessions and Risks

After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a r…

Published on 11 hours ago

How to Make Housing Affordable Again

With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and t…

Published on 3 weeks ago

Is This as Good as it Gets?

With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revo…

Published on 1 month ago

Triumph of the Optimists

Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insi…

Published on 1 month, 2 weeks ago

10 Lessons for Living

Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie …

Published on 2 months, 1 week ago

10 Lessons From Jonathan Clements

Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions…

Published on 2 months, 3 weeks ago

Deficit Nation

On this episode, Charlie and Peter examine how the bill recently passed by the House

could further impact the national deficit and why addressing spending patterns is crucial

for long-term fiscal healt…

Published on 3 months, 1 week ago

The End of an Era

With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve se…

Published on 3 months, 2 weeks ago

How to Invest During a Recession

With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the in…

Published on 4 months ago

What Matters in the Long Run

Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what i…

Published on 4 months, 2 weeks ago