Podcast Episodes
Back to SearchThe End of Transitory Inflation? (August 16, 2021)
Consumer prices ex-food and energy rose 4.3% versus July of 2020. Will these increases prove to be temporary?
4 years, 8 months ago
Answering Top Listener Questions (August 9, 2021)
Once again, we asked listeners to submit questions on what matters most to them. This week, Lauren and Robert answer top listener questions.
4 years, 8 months ago
Discussing private equity with special guest Chris Stringer (August 2, 2021)
Valuations were high before the pandemic hit and now… they’re high again. Where should investors go next? In this episode, Lauren and Robert explore …
4 years, 8 months ago
What Inflation Means for Investments with Special Guest Michael DePalma (July 26, 2021)
In this episode, Lauren and Robert explore what inflation means for investment opportunities. Special guest Michael DePalma joins to share his resear…
4 years, 8 months ago
Risks to the Reflation Trade (July 19, 2020)
Economic growth is surging, but the reflation trade has taken a pause. Why is that, and should investors consider a different approach?
4 years, 8 months ago
Investing In 2021: Second Half Edition (July 12, 2020)
Summer 2021 is shaping up to be the “hot vax summer” we called for, but will that economic party come with a nasty hangover? Here’s our best guess at…
4 years, 9 months ago
Investment Themes for the Second Half
Welcome to the second half of 2021. In this week’s episode, Lauren and Robert share priority themes ahead.
4 years, 9 months ago
Addressing the Retirement Income Puzzle (June 28, 2021)
Most have retirement dreams, but what about retirement investment plans?
4 years, 9 months ago
Why all the Attention on Crypto? (June 21, 2021)
Cryptocurrencies and digital assets have caught headlines both for their price gains and their volatility. Why is crypto so popular, and how do you i…
4 years, 9 months ago
Implementing themes in a portfolio (June 14, 2021)
Thematic investing is on the rise as investors identify the trends, themes, and developments that matter most to them. But how do you actually implem…
4 years, 10 months ago