Podcast Episodes
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Episode 95: Was AI Worth the Price tag?
With the price of AI infrastructure spiraling, investors are asking, what will this bring us in returns?
This weeks episode is presented by our Portfo…
11 hours ago
Episode 94: What Goes up Doesn't Have to Come Back Down
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educa…
1 week ago
Episode 93: What's Actually in Your Portfolio, and Why it Matters
This week Jason discusses what’s important to us as fiduciaries when it comes to picking the positions that we do. It’s important to know what in our…
2 weeks ago
Episode 92: What a Second Quarter!
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and n…
3 weeks ago
Episode 91: America, An Investment 250 Years in the Making
Through 250 years of tumultuous history, America stands strong, a real investment worth backing.
This weeks episode is presented by our Portfolio Mana…
4 weeks ago
Episode 90: A Short Week: Juneteenth
This week Jim updates us on the current market and also goes into the history of the Juneteenth holiday.
This weeks episode is presented by our founde…
1 month ago
Episode 89: The Power of Compounding Interest
Peace talks between the US and Iran have resulted in the straights being opened again, leading to an uptick in the market. Also if you start investin…
1 month, 1 week ago
Episode 88: My Fair Lady
Today we discuss the Pygmalion Effect and how it relates to market behavior
This weeks episode is presented by our founder James Hayett, CPFA.
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1 month, 2 weeks ago
Episode 87: Investing in America's Future
The government is rolling out a new initiative to help children invest into their future. Jason discusses how compounding interest over time is a ver…
1 month, 3 weeks ago
Episode 86: Why the Iran Conflict Hasn't Hurt the US Stock Markets
Jim discusses the war in Iran and historical spikes in inflation.
This weeks episode is presented by our founder James Hayett, CPFA.
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2 months ago