Podcast Episodes
Back to SearchTech Stocks Are Down—Is It “Tech Rot” or Just Noise?
Tech stocks dip and suddenly the media declares the bubble popped—“AI is over,” rates are killing growth, and data centers cost too much. Stephen and…
1 month, 2 weeks ago
AAR56 - Engineering POV on Building Margin Into Personal Finance
Most personal finance advice gets treated like a checklist: hit the emergency fund number, hit the savings rate, and you “pass.” In this episode, Eva…
1 month, 2 weeks ago
What the Shiller P/E (CAPE) Can and Can’t Tell You
A listener named Chris emailed in with a question a lot of investors are quietly thinking: if the CAPE ratio is around 40 and forecasts say future st…
1 month, 2 weeks ago
How to Read a 10-K in 20 Minutes (The Beginner Speedrun Checklist)
Most investors download a 10-K, scroll for a few minutes, and quit—because it feels like 100 pages of legal pain. In this episode, Andrew and Stephen…
1 month, 3 weeks ago
AAR55 - 5 Years in Engineering: 5 Things I Learned About Building Wealth
In this solo episode, Evan reflects on five years working in engineering (quality → design) and shares the biggest money lessons he’s learned along t…
1 month, 3 weeks ago
Why A Negative P/E Happens and What to Use Instead
Ever pulled up a stock and noticed the P/E is negative—then immediately wondered if the company is “cheap” or just a disaster? In this episode, Steph…
1 month, 3 weeks ago
Personal Finance First: The Step-by-Step Plan Before You Start Investing
Most people advise to jump straight into investing—but that’s backwards. In this episode, Stephen is joined by Evan Raidt (host of At Any Rate) to la…
2 months ago
AAR54 - AI and Your Finances: Tool or Risk
AI is everywhere—and now it’s creeping into personal finance in a big way. In this episode, Evan is joined by Stephen Morris to talk about what AI co…
2 months ago
Present Value vs. Terminal Value: The Real Difference Between “Value” and “Growth”
“Value vs. growth” gets treated like two different religions—but the math doesn’t agree. In this episode, Andrew is joined by Daniel Mahncke and Sean…
2 months ago
Not All Dividends Are Equal: Dividend Kings, Aristocrats, and Red Flags
Not all dividends are created equal. In this episode, Andrew and Stephen break down two popular “quality filters” dividend investors use—Dividend Ari…
2 months, 1 week ago