Podcast Episodes
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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 por…
3 years 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…
3 years 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…
3 years 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 clie…
3 years 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 port…
3 years 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 clie…
3 years, 1 month 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, inflatio…
3 years, 1 month 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 busines…
3 years, 1 month 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 t…
3 years, 1 month ago
The Art and Science of Intelligent Fund Selection with Joe Wiggins
Season 1 Episode 190
In this episode we talk fund selection with Joe Wiggins, author of the new book "The Intelligent Fund Investor: Practical steps for better results in…
3 years, 1 month ago