Podcast Episodes

A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

Season 1 Episode 198

Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the u…

Published on 2 years, 9 months ago

Building an Inflation Fighting Portfolio With Dave Schassler

Season 1 Episode 197

With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that can be ch…

Published on 2 years, 9 months ago

What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche

Season 1 Episode 196

With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn from it. And we couldn’t think of anyone better t…

Published on 2 years, 9 months ago

A Detailed Look at the "Night Effect" with Bruce Lavine

Season 1 Episode 195

You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn't the case. In this episode, we discuss the "Night Effect" with Night…

Published on 2 years, 9 months ago

The Education of a Financial Planner: A Primer on College Saving and Planning

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn i…

Published on 2 years, 9 months ago

Show Us Your Portfolio: Corey Hoffstein

Season 1 Episode 194

In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like return stac…

Published on 2 years, 9 months ago

New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn i…

Published on 2 years, 10 months ago

The Four Pillars of Macro with Andy Constan

Season 1 Episode 193

In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a wide variet…

Published on 2 years, 10 months ago

A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim

Season 1 Episode 192

Many investors take for granted that the earnings and other financial data that companies report provides an accurate representation of their business and its future. But the reality is that is often…

Published on 2 years, 10 months ago

Relative Sentiment Investing with Ray Micaletti

Season 1 Episode 191

We all often hear about the importance of sentiment in investing. But how to use it can be elusive. This week we are joined by someone who has done the empirical work and developed models that use se…

Published on 2 years, 10 months ago