Podcast Episodes

Hedging through allocation 10/13/25

The recent dramatic whipsaw in the markets is a reminder to review your portfolio’s safety mechanisms. This time, it may not be about what you’re add…

5 months ago

Novel ways to play against history 10/6/25

A historically volatile time for the markets is compounded by even more looming catalysts than usual. We have three plans to help see you through fro…

5 months, 1 week ago

Re-emerging markets? 9/25/25

While many emerging markets have been outperforming the U-S this year, many investors might still be missing the biggest opportunities yet-to-come.  …

5 months, 2 weeks ago

“Alternatives” going mainstream 9/22/25

There’s been an explosion of interest and offerings in the “alt” etf category. But the role those types of funds play for investors might be changing…

5 months, 3 weeks ago

Two biggest drivers through year’s end 9/15/25

Choose your adventure: fed decisions or tech dominance… or maybe, both? A nuanced game-plan is in order, and we have two novel ways to play. 

Hosted …

6 months ago

Getting paid to follow Bill Ackman? 9/8/25

High-income ETFs are all the rage right now. To help itself stand out, one company is playing off some of the biggest names in investing. But will th…

6 months, 1 week ago

Hedging September Volatility with value and the under-valued 9/3/25

September is already volatile and we haven’t even had a Fed meeting yet! Now might be the right time to look into the “value” promise of AI… and add …

6 months, 1 week ago

Power plays & international intrigue 8/25/25

Amid geo-political waves, smart money is diving below the surface of two markets sectors to find calmer, potentially more productive waters.   

Hoste…

6 months, 2 weeks ago

Gold back to gaining after a slide 8/18/25

Amid geopolitical and domestic uncertainty, gold is trending higher again after backtracking. History suggests there is yet more room to run. Plus, a…

6 months, 3 weeks ago

Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/11/25

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying priva…

7 months ago