Podcast Episodes

Staying fixated on fixed income 3/18/25

With volatility up and yields down, what should you be doing with the fixed income portion of your portfolio now? We dive into that.

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11 months, 3 weeks ago

Elevated volatility elevates interest in buffered ETFs 3/12/25

For those looking to add down-side protection to their portfolios, a slew of new products can make it easier than ever.  

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1 year ago

The controversial rise of private credit/equity 3/3/25

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1 year ago

The leverage explosion 2/24/25

Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know be…

1 year ago

Finding “Freedom” Overseas? 2/19/25

In general, international markets are surging ahead of U.S indices. However, finding quality opportunities overseas can be tricky. Find out how one f…

1 year ago

Preeminent Charles Ellis is “Rethinking Investing” 2/10/25

A founder of the index investing movement and author of “Winning the Losers Game”, Charles Ellis offers his new take on the markets. Fifty years on, …

1 year, 1 month ago

Underprepared for Uncertainty? 2/3/25

From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as…

1 year, 1 month ago

DeepSeek disrupts AI trade as NASDAQ 100 celebrates 40 years 1/27/25

China’s DeepSeek AI throws U.S. tech stocks into a tailspin just as the NASDAQ 100 – home to many of those names – celebrates its 40th anniversary. W…

1 year, 1 month ago

Exposure to Bitcoin with 100% downside protection? 1/21/25

The first structured-protection Bitcoin ETF is here. How do you get up to 100% protection to the downside and, importantly, what do you give up for i…

1 year, 1 month ago

Spot Bitcoin ETFs’ had a remarkable first year. And, now… 1/13/25

It’s hard to believe Spot Bitcoin ETFs are only now turning 1 year old. Will 2025 witness more maturity… or a case of the “terrible twos”?          

1 year, 2 months ago