Podcast Episodes

Dollar Cost Averaging: The "Autopilot" Strategy vs. The Lump Sum Myth

Episode 1261

In this episode, we break down Dollar Cost Averaging (DCA), a foundational investment strategy coined by Benjamin Graham in his 1949 book, The Intelligent Investor. We explain how investing a fixed a…

Published on 1 day, 10 hours ago

The Efficient Frontier: Decoding Modern Portfolio Theory and the Science of Risk

Episode 1260

In this episode, we unpack the mathematical framework that revolutionized investment management: Modern Portfolio Theory (MPT). Introduced by Nobel laureate Harry Markowitz in 1952, MPT shifted the f…

Published on 1 day, 10 hours ago

The Price of Risk: Mastering the Capital Asset Pricing Model (CAPM)

Episode 1259

How do investors determine if a potential return is worth the risk? In this episode, we deconstruct the Capital Asset Pricing Model (CAPM), a cornerstone of modern finance used to calculate the theor…

Published on 1 day, 10 hours ago

Metrics That Matter: Decoding Expense Ratios and the Sharpe Ratio

Episode 1258

In this episode, we break down two fundamental concepts essential for evaluating investment performance and efficiency. First, we examine the expense ratio, defined as the percentage of a fund’s tota…

Published on 1 day, 10 hours ago

The Price of Performance: Decoding Mutual Fund Fees, Loads, and Expense Ratios

Episode 1257

In this episode, we unpack the critical, often overlooked costs associated with operating and holding mutual funds. While a 1% fee may seem negligible, we explain how these expenses can substantially…

Published on 1 day, 10 hours ago

Decoding Financial Advice: Fiduciaries, Commissions, and the "Suitability" Trap

Episode 1256

Are you receiving impartial advice or just a sales pitch? In this episode, we break down the complex world of financial professionals to help you understand who is actually managing your wealth.

We st…

Published on 1 day, 10 hours ago

Trust, Money, and the Law: The Fiduciary Standard

Episode 1255

What does it actually mean to act in someone else's "best interest"? In this episode, we deep dive into the complex legal world of the fiduciary—a person or entity holding a legal or ethical relation…

Published on 1 day, 10 hours ago

Broker-Dealers Explained: The Dual Role Driving Financial Markets

Episode 1254

In this episode, we unpack the critical definition and functions of a broker-dealer, a financial entity that operates at the heart of the securities trading process. We explain the vital distinction …

Published on 1 day, 10 hours ago

The Private Watchdog: Inside FINRA’s Power, BrokerCheck, and the Fight Over Arbitration

Episode 1253

Who is actually watching your stockbroker? In this episode, we deep dive into the Financial Industry Regulatory Authority (FINRA), the private American corporation responsible for regulating member b…

Published on 1 day, 10 hours ago

The Watchdog of Wall Street: From the New Deal to the Crypto Crackdown

Episode 1252

In this episode, we dive deep into the United States Securities and Exchange Commission (SEC), the independent agency created in the aftermath of the 1929 Wall Street crash to restore investor confid…

Published on 1 day, 10 hours ago