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Episode 66: 2025 In Review
Episode 66: 2025 In Review

Jim reviews the events of 2025 and what we can learn heading into the new year. 

This weeks episode is presented by our founder James Hayett, CPFA.   …

4 months, 1 week ago

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Episode 65: 2026 Fast Approaches and Are We in an AI Bubble?
Episode 65: 2026 Fast Approaches and Are We in an AI Bubble?

Last part of our 2026 predictions series and are we facing a possible AI bubble?  

This weeks episode is presented by our Portfolio Manager & Wealth A…

4 months, 2 weeks ago

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Episode 64: 2026 Predictions and Simplifying Our Podcast Going-Forward
Episode 64: 2026 Predictions and Simplifying Our Podcast Going-Forward

We discuss 2026 and oour predctions for what irt holds as well as our commitment to make these podcasts easier to understand.

This weeks episode is pr…

4 months, 3 weeks ago

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Episode 63: Are Foreign Infusements Boosting the US Market?
Episode 63: Are Foreign Infusements Boosting the US Market?

In this weeks episode we discuss the foreign investors flocking to the US market, AI infrastructure possibly bolstering the energy sector and what th…

5 months ago

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Episode: 63: Morgan-Aly 2026 Outlook Part 1
Episode: 63: Morgan-Aly 2026 Outlook Part 1

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…

5 months, 1 week ago

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Episode 62: Thanksgiving Week Market Update
Episode 62: Thanksgiving Week Market Update

Happy Thanksgiving to all our listeners. 

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

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5 months, 2 weeks ago

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Episode 62: Thanksgiving Week Market Update
Episode 62: Thanksgiving Week Market Update

Happy Thanksgiving to all our listeners. 

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

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5 months, 2 weeks ago

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Episode 61: The Government Shutdown and AI Stock
Episode 61: The Government Shutdown and AI Stock

With the government shutdown coming to a close, how does the market stand and what lessons can be learned.

This weeks episode is presented by our fou…

5 months, 3 weeks ago

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Episode 60: Uncertainty as the Government Re-Opens
Episode 60: Uncertainty as the Government Re-Opens

With the government shutdown possibly coming to an end, what does this mean for the market.

This weeks episode is presented by our Portfolio Manager &…

6 months ago

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Episode 59: The Accuracy of our Data
Episode 59: The Accuracy of our Data

With the recent government shutdowns affecting the data that the market has access to, we find ourselves now relying on sources that may not be as ac…

6 months, 1 week ago

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