The Pallas Perspective

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The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com/ Pallas Capital Advisors, LLC and its representatives do not provide legal or

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    • Apr 8, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 16m AVG DURATION
    • 104 EPISODES


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    Latest episodes from The Pallas Perspective

    State of The Markets - Latest Updates

    Play Episode Listen Later Apr 8, 2025 11:08


    PCA's Gaurav Malik, Chief Investment Officer, and Steve Kylander, Sr. Portfolio Manager, provide the latest update on the state of the markets.

    Navigating New Tariffs: The Latest Market Update

    Play Episode Listen Later Apr 4, 2025 15:29


    In the latest Market Update, Rich Mullen, Founder & CEO of PCA and Gaurav Malik, PCA Chief Investment Officer, discuss the recent tariffs and their potential effect on the economy.

    The Trump tax policy sunset: What it means for you

    Play Episode Listen Later Mar 7, 2025 8:07


    Points on this week's topic: - Business tax changes: What to watch - Individual tax provisions: What's changing? - Will the tax cuts be extended? - Next steps: Plan, prepare, and stay informed  

    Secure 2.0 Act - 2025 Changes. What is new in 2025?

    Play Episode Listen Later Feb 28, 2025 5:40


    - Bigger catch-up contributions for ages 60,61,62, and 63 - Mandatory auto-enrollment for new plans - Easier access for part-time workers Now is a good time to review your retirement planning...

    2025 Economic Growth: Unlocking Market Potential Beyond Mega Caps

    Play Episode Listen Later Jan 24, 2025 24:17


    Economic growth is the key to driving a positive return for markets in 2025 including a broadening out beyond the mega cap stocks. So far, the year is off to a great start in this regard.

    Navigating Growth in 2025

    Play Episode Listen Later Jan 14, 2025 26:59


    Pallas Capital Advisors leadership Steve Kylander, Rich Mullen and Gaurav Mallik discuss the past year and what lies ahead in 2025.

    The Impact of the 2024 Presidential Election on Financial Markets

    Play Episode Listen Later Nov 15, 2024 7:22


    In this week's podcast, find out why looking ahead to 2025 and beyond, the impact of the election is shaping up with the following expectations: • Lower taxes for corporations and individuals • Reduced regulation, benefiting more domestic-oriented companies • Higher long-term Treasury rates and fewer Fed funds rate cuts • Weaker growth in global markets • A stronger USD, driven by better relative U.S. growth and higher yields • Higher inflation, driven by stronger economic growth and tariffs on imports  

    Medicare Open Enrollment: Don't Miss Your Chance!

    Play Episode Listen Later Oct 25, 2024 14:50


    Medicare Basics: what you need to know: Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare and your financial planning that you should know.

    Planning for Medicare - What to Know

    Play Episode Listen Later Sep 27, 2024 25:44


    Pallas President, Chief Operating Officer and Director of Planning James Landry speaks with Michael McCarthy, Pallas SVP, and Medicare planning expert Brad Carlson regarding planning for Medicare. 

    Before the Fed Brings Down the Hammer: Our Take on What It Means for Investors

    Play Episode Listen Later Sep 3, 2024 37:04


    Join the Pallas Capital investment team—Gaurav Mallik, Chief Investment Officer, and Stephen Kylander—as they sit down with Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors, to explore market resilience, the importance of diversification, and navigating investor sentiment in a volatile environment—all before the Fed lays down the hammer. Get the latest perspectives on what these factors mean for investors as the Fed gets closer to a rate-cutting cycle.

    Market Reflections: Pallas Capital's strategic focus amid market calm

    Play Episode Listen Later Aug 23, 2024 4:34


    Following a few weeks of turbulence in the financial markets, a calmer week allowed the Pallas team to refocus on mid- and long-term priorities. As we reviewed the market and macroeconomic developments from last week, the following topics were top of mind for our investment team: Can we expect a soft Landing? Did earnings deliver enough optimism for markets to continue going up?

    Dominic Bokor-Ingram Interview

    Play Episode Listen Later Aug 8, 2024 37:17


    Dominic Bokor-Ingram speaks on geopolitical topics such as the Middle East and Ukraine, outlining possible outcomes and impacts to financial systems around the world.

    The Latest Employment Data is in support of Rate Cuts

    Play Episode Listen Later Jul 12, 2024 3:36


    Last week's job data release showed that the unemployment rate is rising, and payroll growth is slowing. What might be the impact?

    Top Six Tips for Networking

    Play Episode Listen Later Jul 1, 2024 16:21


    Ready to unlock more opportunities, build amazing connections, foster relationships and embark on thrilling adventures? Tune in to our latest Pallas Perspective episode where Director of Financial Planning – Shannon Smith and networking coach, keynote speaker and author Julie Brown sit down to share 6 essential networking tips for college students, post grads and anyone looking to elevate their networking…

    The 2017 Tax Cuts and Jobs Act and the Setting Sun

    Play Episode Listen Later Jun 12, 2024 15:02


    This newsletter provides an overview of the current individual income tax, estate tax, and gift tax environment and outlines some of the major provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that are set to expire.

    The Pallas Perspective Week in Review - May 31st, 2024

    Play Episode Listen Later Jun 3, 2024 3:56


    Positive Corporate Earnings Have Been Supportive of Equities - learn more in the Pallas Perspective Week in Review.

    The Pallas Perspective Week in Review - 5-17-24

    Play Episode Listen Later May 17, 2024 3:37


    Inflation Data Under Expectations for the First Time in Months - what does it mean?

    The Pallas Perspective Week in Review - May 3rd, 2024

    Play Episode Listen Later May 3, 2024 4:46


    Good News and Bad News – The Fed Holding Rates Unchanged

    The Pallas Perspective - Understanding the Options with Concentrated Stock Positions - 4-26-24

    Play Episode Listen Later Apr 25, 2024 33:47


    Join Pallas CEO and Founder Rich Mullen and Pallas President, Chief Operating Officer & Director of Planning James Landry, ChFC®, as they delve into a range of strategies when dealing with a concentrated stock position.

    The Pallas Perspective - Quarterly Commentary for Q1 - 4-12-24

    Play Episode Listen Later Apr 12, 2024 9:34


    The Pallas team of Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss First Quarter trends in the economy, inflation, interest rates, and the implications for stock and bond markets.

    What's in Store for '24 - The Pallas Perspective Interviews Apollo Global Management Chief Economist Torsten Slok

    Play Episode Listen Later Mar 25, 2024 49:48


    What's in store for '24? Torsten Slok, Apollo's Chief Economist, and Pallas Capital's Andrew Krout (Senior Vice President – Wealth Management) and Stephen Kylander  (Senior Portfolio Manager) discuss inflation, capital markets, and the economy.

    The Pallas Perspective Market Update - 3-15-24

    Play Episode Listen Later Mar 14, 2024 12:14


    The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss current trends in the economy, inflation, interest rates, and implications for stock and bond markets.

    The Pallas Perspective Week in Review - Friday, March 8th, 2024

    Play Episode Listen Later Mar 8, 2024 5:45


    High Relative Valuations for Equities Require Valuation Discipline and Focus on Long-Term Fundamentals

    The Pallas Perspective - Navigating Key Financial Data for 2024

    Play Episode Listen Later Feb 16, 2024 16:54


    The Pallas Planning team discuss upcoming changes that have potential impact on savings and investments.

    The Week in Review from the Pallas Perspective - Friday, February 9th, 2024

    Play Episode Listen Later Feb 12, 2024 3:55


    Equity Market Sentiment Has Turned Bullish: Strong Recent Performance May be Due for a Pause.

    This Week from the Pallas Perspective - January 26th, 2024

    Play Episode Listen Later Jan 26, 2024 3:54


    Money Market Fund Yields are Attractive; However, History Rewards Duration at Peak Fed Fund Rate. Listen now for more information!

    The Week In Review from the Pallas Perspective - January 12th, 2024

    Play Episode Listen Later Jan 16, 2024 3:37


    Inflation Data declining Year Over Year Yet Stabilizing Near Term

    The Pallas Perspective Market Update 12-15-23

    Play Episode Listen Later Dec 19, 2023 14:01


    The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss December trends in the economy, inflation, interest rates, and the implications for stock and bond markets.

    The Week in Review: Economic Indicators Point to a Downturn, Yet a Goldilocks Outlook Sparks Excitement

    Play Episode Listen Later Dec 1, 2023 5:45


    In assessing current risks and opportunities in the U.S. financial markets, having an understanding of the current position and anticipated direction of the economy in the coming year can establish a foundation for tactical positioning and risk assessment.

    Extraordinary Life: Decorated Veteran Jon Fussell Unveils Wisdom and Leadership from the Frontlines

    Play Episode Listen Later Nov 10, 2023 51:23


    We are deeply honored to extend an invitation to engage in a meaningful conversation with one of the nation's most distinguished and highly decorated Veterans – @Jon Fussell Pallas Capital takes pride in providing a platform for Jon to share his insights and for us to explore the wisdom shaped by his dedication, sacrifice, and unwavering commitment. Join us for an engaging conversation that unveils the extraordinary journey and leadership lessons cultivated on the frontlines of duty.

    The Pallas Perspective - Planning Strategies for Savings and Retirement

    Play Episode Listen Later Oct 25, 2023 21:05


    Pallas Planning Team members James Landry, ChFC® and Shannon Smith, CFP, AWMA, discuss 401ks, Roth IRAs and what the story is with recent changes.  

    Understanding the Anatomy of a Recession

    Play Episode Listen Later Oct 18, 2023 31:09


    The Pallas Investment Team meets with Matt Reardon of ClearBridge Investments to discuss economic and geopolitical events.

    This Week from the Pallas Perspective - 9-29-23 - Leading Economic Indicator Signals a Potential Brake on Rising Rates

    Play Episode Listen Later Sep 29, 2023 4:54


    This week PCA outlines the Bond market situation and the potential for Federal Reserve action.

    This Week From the Pallas Perspective - After a Tough Couple of Years, Bonds Positioned to Play a Role in Diversified Portfolios

    Play Episode Listen Later Sep 15, 2023 4:15


    The release of this week's Consumer Price Index data for August revealed a rise in inflation compared to July. Though still lower than the previous year, the data suggests that the trajectory of interest rates looks likely to be higher for longer. However, following a historic third year of negative returns for the aggregate bond index, the role of bonds in a diversified portfolio is more attractive.

    The Pallas Perspective Market Update for September 8th - Inflation, Rates and Equity Market Implications

    Play Episode Listen Later Sep 8, 2023 11:10


    The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss current trends in the economy, inflation, interest rates, and implications for stock and bond markets.

    This Week from the Pallas Perspective - Navigating Economic Trends

    Play Episode Listen Later Sep 6, 2023 4:48


    Navigating Economic Trends: Financial Performance Amidst Persistent Inflation and Elevated Interest Rates.

    The “R” in IRS Stands for “Revenue” (and they want to see it)

    Play Episode Listen Later Aug 18, 2023 6:07


    Earning over $145,000 from your employer in 2023? Be prepared to lose another tax deduction next year. James Landry explains...

    U.S. Debt Downgrade Mostly Met with Resilience

    Play Episode Listen Later Aug 4, 2023 3:57


    This Week From the Pallas Perspective looks at the recent Fitch Ratings downgrade of the US from "AAA" to "AA+" and its historical significance.

    This Week from Pallas - Negative Consumer Attitude Once Again Leads a Market Recovery

    Play Episode Listen Later Jul 21, 2023 3:14


    This year's market performance is more evidence that investor sentiment can turn on a dime. The history of bear markets and short-term corrections shows that markets can turn around when it's least expected, especially when investors are most pessimistic. 

    The Pallas Perspective Market Update for July 14th, 2023

    Play Episode Listen Later Jul 14, 2023 14:45


    The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss current trends in the economy, inflation, interest rates, and implications for stock and bond markets.

    Pallas Perspective Week in Review: The U.S. Equity Market Reaches an Elevated Valuation Level, but Options Exist

    Play Episode Listen Later Jun 23, 2023 4:39


    The juxtaposition of the performance and valuation of the mega-caps versus the rest of the S&P 500 has created a glass-half-empty or half-full dilemma. Listen to the Pallas Perspective and visit PallasCapitalAdvisors.com for more information and insights.

    Carlyle's Brian Marcus and Pallas CIO Mark Bogar Discuss the Potential Economic Impact of Recent Events

    Play Episode Listen Later Jun 2, 2023 34:44


    Carlyle's Brian Marcus and Pallas CIO Mark Bogar discuss the Debt Ceiling, Recession risk and Public/Private Debt Markets

    Corporate Earnings Season is Better than Anticipated but growth trends are negative...

    Play Episode Listen Later May 19, 2023 3:11


    The Pallas Capital Advisors team thinks that, overall, the nearly complete Corporate Earnings Season has performed better than expected. But what about Growth Trends?

    April CPI Suggests Slowing Inflation

    Play Episode Listen Later May 12, 2023 3:10


    In this edition of the Pallas Perspective the Pallas Capital Advisors team briefly outlines the Consumer Price Index changes and the potential impact on inflation and the markets.

    The advantage of partnering with an investment banker before your next business transaction…

    Play Episode Listen Later Apr 20, 2023 27:10


    The advantage of partnering with an investment banker before your next business transaction… What you should know about the competitive process and leveraging transactions

    Top 10 Things Women should know about Finance - by Women!

    Play Episode Listen Later Mar 30, 2023 15:08


    Pallas Planner and Portfolio managers Shannon Smith (CFP, AWMA) and Cam Newton (CFA) explain the top ten financial planning choices that women should always be aware of.

    Fed Raises Interest Rates Again but Extends a More Dovish Outlook for Financial Markets

    Play Episode Listen Later Mar 24, 2023 3:45


    The Pallas Capital Advisors team discuss the key takeaways from the recent Fed meeting and 25 basis point raise.

    Market Update Special Edition – Perspective on recent bank failures

    Play Episode Listen Later Mar 15, 2023 11:59


    The Pallas Capital Advisors team discuss their various perspectives on recent bank failures. 

    The Pallas team asks: Is an economic growth slowdown forthcoming?

    Play Episode Listen Later Mar 9, 2023 4:44


    Federal Reserve Chairman Powell's Remarks create the largest yield inversion in 40 years. What does it mean?

    Inflation and Peak Federal Funds Reflect a Crossroad

    Play Episode Listen Later Feb 24, 2023 4:27


    The Pallas Capital Week in Review: Lower inflation and a pullback from the expected peak Federal Funds rate remain a work in progress as 2023 progresses, but they are an important catalyst for positively impacting longer term equity and fixed income investments. Listen for more...

    Pallas planners discuss updates to SECURE 2.0

    Play Episode Listen Later Feb 17, 2023 29:00


    What changes should you consider when planning for retirement, college, and tax? Pallas planners discuss updates to SECURE 2.0 and tax data for 2023 and beyond…

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