Podcast Episodes

The frenzied rally in stocks (June 15, 2020)

Season 1 Episode 22

Even accounting for market volatility last week, financial markets have staged an impressive rally from their March 23rd low. Some of that made sense…

5 years, 10 months ago

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The path of interest rates and portfolio duration (June 8, 2020)

Season 1 Episode 21

Interest rates are so low that their next move is likely to be higher, right? Not so fast. This week, we discuss the path of interest rates and what …

5 years, 10 months ago

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How does the U.S.-China redux impact emerging markets investing? (June 1, 2020)

Season 1 Episode 20

In this week’s episode, we discuss rising tensions between the U.S. and China. How could tensions evolve? How does that impact an emerging markets in…

5 years, 10 months ago

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Despite a cash crunch, corporate debt has ballooned (May 25, 2020)

Season 1 Episode 19

In this week’s episode, we discuss how Main Street companies are reacting to the Fed’s support of corporate debt markets. The result? Record-breaking…

5 years, 10 months ago

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The Fed is buying bond ETFs now (May 18, 2020)

Season 1 Episode 18

Last week, the Fed started buying bond ETFs, and talked a lot about negative interest rates. We discuss what the market is getting right… or not so r…

5 years, 10 months ago

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Sell in May and… Shelter in Place? (May 11, 2020)

Season 1 Episode 17

You know the old adage ‘Sell in May and go away?’ In this week's episode, Lauren and Robert discuss whether that strategy tends to work, and other ta…

5 years, 11 months ago

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Wherefore Art Thou, Dividends? (May 4, 2020)

Season 1 Episode 16

Many investors rely on dividends to generate income to their portfolio. How do you rescue your investment strategy when dividends get cut?

5 years, 11 months ago

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I’ll Pay You To Take This Oil (April 27, 2020)

Season 1 Episode 15

Last week, oil prices went negative for the first time. Lauren and Robert discuss what that means – or doesn’t mean – for the energy sector, as well …

5 years, 11 months ago

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The Fed… Oh My! (April 20, 2020)

Season 1 Episode 14

The Fed’s latest policy move crossed some lines… or did it? This episode explores the Fed’s crisis policy and consequences for the future of investin…

5 years, 11 months ago

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A Second Look at the 60/40 Portfolio (April 13, 2020)

Season 1 Episode 13

How has the 60/40 portfolio fared amid all this market volatility? Is it still a valuable tool? Today, Lauren and Robert take a deep dive into this p…

6 years ago

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