Podcast Episodes
Back to SearchThe 2025 InvestTalk Holiday Special is Here!
In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list…
3 months, 3 weeks ago
Pre-Positioning for the “January Effect” (Small Caps)
Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highli…
3 months, 3 weeks ago
Active Management's Edge in Fixed Income
Active Management's Edge in Fixed Income
Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving th…
3 months, 3 weeks ago
De-Dollarization: Risks of the Weaponized Dollar
Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy p…
3 months, 3 weeks ago
Water Scarcity: The $3.4 Trillion Infrastructure Gap
We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.
Today's S…
3 months, 3 weeks ago
CRE Distress: Where Are the Opportunities?
Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.
Today's …
3 months, 4 weeks ago
The Nation's Unsustainable Fiscal Path
The national debt crisis is no longer a political problem—it’s an investment bomb that will drive up your interest rates and throttle private sector …
3 months, 4 weeks ago
Global Divergence: Europe Stalls, US Chugs Along
Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the …
3 months, 4 weeks ago
Institutional "Window Dressing" Season
As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarter…
4 months ago
The "Super Catch-Up": New 2026 401(k) Limits
The IRS has officially announced the 2026 retirement contribution limits with the 401(k) cap rising to $24,500, but the big news is the "Super Catch-…
4 months ago