Podcasts about portfolios

If you want financial freedom faster, you need to stop buying rentals and start buying rental portfolios. Most people have never thought about it. Instead, they slowly build their rental portfolio to 10 or (at the most) 20 units. And while we love the slow-and-steady approach, Jose Martinez is doing something much more—buying 10+ unit portfolios in a single transaction. He only needed a few “deals” to reach financial freedom.  No risky creative financing or buying a bunch of $50K houses in the middle of nowhere. Jose's portfolio rakes in steady rent, and now he's a full-time real estate investor. And he did it all in just four years—starting in 2022.  Two secrets helped him do this so quickly: the right mentor and the right financing. A lucky run-in at the gym changed Jose's entire life forever, but you don't need luck to use his financing strategy. This often-overlooked strategy has allowed Jose to use equity from other properties to buy bigger deals, often putting down less than 5%! If Jose could do it, starting with no experience, speaking no English, and being new to the U.S., why can't you?  In This Episode We Cover How to reach financial freedom much faster by buying rental portfolios (not single rentals) The genius financing strategy Jose uses that only small, local banks offer  Why you need to stop waiting and start investing (don't get stuck!)  The key to finding a mentor who will help you scale significantly faster  How to use your rentals' equity to buy more rental properties and put way less down  And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/real-estate-1240 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Friday Headline Brief of The Wright Report, Bryan covers the partial government shutdown as Democrats refuse to fund DHS, President Trump's sweeping move to dismantle the legal foundation of climate regulations, and rising market volatility driven by the accelerating AI Revolution. Bryan then turns global, revealing new details about alleged foreign intelligence chatter involving Jared Kushner, a covert U.S. effort to move thousands of Starlink systems into Iran during mass protests, and a looming showdown over deported Venezuelan gang members after a federal judge orders them returned. He also sounds the alarm on China's expanding influence in Peru, covert corruption in Pacific island nations, suspicious seed packages arriving in American mailboxes, and the strategic mystery behind Beijing's 2 billion dollar renovation of New York's Waldorf Astoria. The episode closes with hopeful medical news from Canada, where researchers report a dramatic breakthrough in treating glioblastoma using high-dose vitamin B3.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: February 13 2026 Wright Report, partial government shutdown DHS funding filibuster, Trump endangerment finding climate rollback, AI Revolution stock market volatility, Matt Schumer viral AI essay, Jared Kushner NSA intel Iran chatter, Starlink covert operation Iran protests, James Boasberg deported Venezuelan gang ruling, China Peru Chancay port control, CIA recruit Chinese officials purge Xi Jinping, Chinese seed packages brushing scam threat, Waldorf Astoria China renovation espionage concerns, vitamin B3 glioblastoma Canada study

What if the biggest risk to your property portfolio isn’t interest rates - but your income? In this episode, Bushy zooms out from short-term price chatter and tackles the bigger question most investors are ignoring: how AI, automation, geopolitical fragmentation, climate risk and rising volatility could reshape Australian jobs, income security and long-term property demand over the next 10–15 years. Because property isn’t a short-term price story. It’s a long-term bet on future household incomes and scarcity. Bushy challenges the backward-looking mindset that dominates property conversations and instead builds a forward-facing filter - starting 15+ years from your end goal and working backwards. He explores why Australia is drifting toward a two-track landscape of resilient income basins and increasingly fragile pockets, and why income durability - not hype, hotspots or headlines - will determine who thrives and who gets forced to sell. A core theme of this episode is simple but confronting: income is oxygen. Portfolios don’t fail in theory - they fail through forced sales. True affordability isn’t “can I scrape through today?” but “can I hold this asset through messy seasons of disruption?” Bushy unpacks Stage 1: Affordable Growth Accumulation - focusing on owner-occupier appeal, scarcity and income depth — and invites listeners to raise their hand if they want a full deep dive into Stage 2: Cash Flow Conversion. Get more ... If you want the full weighted Growth Go/No-Go Checklist Bushy references, email bushy@knowhowproperty.com.au with the subject line GO/NO-GO CHECKLIST. If you’d like a dedicated Stage 2 episode, email or comment “Stage 2 Deep Dive” and Bushy will build it if enough of you ask. Take the next step with Bushy Personal Solutions Session Get clarity and personalised guidance: Book now Property W.E.A.L.T.H Program - live now! Be first to access discounts + free Module 1: Find out more https://courses.bushymartin.com.au/property-wealth Find your Freedom Formula Success in property starts with your 'why', and then the 'what' and 'how'. Let me, Bushy Martin, lead you through it! Sign up for my Freedom Formula program. The first session is absolutely free, and it only takes around an hour! Find out more https://bushymartin.com.au/freedom-formula-course Subscribe to Property Hub for free now on your favourite podcast player. Take the next step - connect, engage and get more insights with the Property Hub community at linktr.ee/propertyhubau Get property investment and wealth resources, and book a Personal Solution Session with Bushy. All the links and info are here: linktr.ee/propertyhubau About Get Invested, a Property Hub show Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Subscribe now on Apple Podcasts, Spotify and YouTube to get every Get Invested episode each week for free. For business enquiries, email andrew@apiromarketing.com.See omnystudio.com/listener for privacy information.

Étienne Joncas Bouchard and Brendan Sims explore the innovations transforming how advisors build and manage portfolios. Recorded on January 28, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   --   Étienne Joncas-Bouchard et Brendan Sims se penchent sur les innovations qui transforment la façon de bâtir et de gérer les portefeuilles. Date : 28 janvier, 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Inflation is back in focus—and it's reshaping how many people think about retirement decisions. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase answer listener questions while providing clear context around markets, portfolios, and long-term planning trade-offs. • Explore how inflation cycles have historically resurfaced and how price shocks may influence spending and wage conversations. • Compare growth and value stocks using simple analogies that help clarify their role in retirement portfolios. • Break down how retirement withdrawals and tax planning are commonly coordinated, including Roth conversions and differences between 457 and 401(k) plans. • Explain key considerations around Employee Stock Ownership Plans, including diversification challenges in private companies. • Discuss where bonds and cash may fit when dependable income already covers everyday expenses. • Consider how lump sums and ongoing savings are often invested while balancing valuation concerns with disciplined approaches like dollar-cost averaging. • Review how buffered investment strategies are typically evaluated, including trade-offs involving downside limits, liquidity, and long-term return expectations. • Clarify pension payout choices by outlining common tax considerations and rollover mechanics tied to lump-sum decisions. • If inflation headlines and market swings have you rethinking your plan, this episode adds perspective without the noise. Listen and subscribe to the Retire Sooner Podcast to stay grounded in ongoing market and retirement conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Claudine Ripert is COO at Critical Control, a remediation and disaster recovery firm that helps commercial real estate investors, owners and operators secure their portfolios from natural and internal disasters, as well as helping those organizations hit by such mishaps with disaster recovery from situations involving flooding, fire, mold and a number of other common problems that can inflict millions in recovery costs. She also discusses the elements of a disaster preparedness program to prevent or mitigate building calamities. (02/2026)

Claudine Ripert is COO at Critical Control, a remediation and disaster recovery firm that helps commercial real estate investors, owners and operators secure their portfolios from natural and internal disasters, as well as helping those organizations hit by such mishaps with disaster recovery from situations involving flooding, fire, mold and a number of other common problems that can inflict millions in recovery costs. She also discusses the elements of a disaster preparedness program to prevent or mitigate building calamities. (02/2026)

Claudine Ripert is COO at Critical Control, a remediation and disaster recovery firm that helps commercial real estate investors, owners and operators secure their portfolios from natural and internal disasters, as well as helping those organizations hit by such mishaps with disaster recovery from situations involving flooding, fire, mold and a number of other common problems that can inflict millions in recovery costs. She also discusses the elements of a disaster preparedness program to prevent or mitigate building calamities. (02/2026)

A familiar portfolio map is being redrawn. Ian Harnett traces the regime shift from disinflation and reliable bond hedges to a world where inflation pressures linger, supply chains shorten, and capital becomes a policy tool. The conversation moves from China's exported deflation to Europe's structural constraints, then into America's strategy of attracting investment with tariff leverage. Beneath it all sits a political question: what happens if the governing coalition fractures ahead of the midterms. Harnett argues that is the moment the dollar turns from anchor to risk.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on LinkedIn.Follow Ian on LinkedIn.Episode TimeStamps: 00:00 - The gray swan: political fracture and the point to sell the dollar00:37 - Show intro and risk disclaimer01:33 - Setting the frame: global macro, geopolitics, and regime change04:34 - The new regime: inflation risk and the stock-bond relationship breaking06:39 - Structural inflation drivers: deglobalization, trade weaponization, China's deflation export09:14 - Capital as a battleground: surcharges, controls, and Europe's capital markets problem12:02 - Europe's catalyst problem: why it may take a crisis to build a true safe asset14:44 - America's playbook: inbound capital, tariff bargaining, and “neo-royalism”18:32...

Mitte Jänner 2026 hat Anthropic mit dem Launch von Claude Cowork eine Schockwelle durch die Software-as-a-Service-Branche geschickt. Innerhalb weniger Tage brachen die Aktienkurse etablierter SaaS-Unternehmen um bis zu 30 Prozent ein. Was als technologische Innovation begann, entwickelte sich zu einem Wendepunkt für eine gesamte Industrie.Dieser Wendepunkt wird mittlerweile "SaaSpocalypse" genannt - möglicherweise der Anfang vom Ende von Software-as-a-Service-Modellen, die die Tech-Welt derzeit prägen. Im neuen AI Talk widmen sich Jakob Steinschaden, Mitgründer von newsrooms und Trending Topics, und Clemens Wasner, CEO von EnliteAI und Vorsitzender von AI Austria, diesem Thema im Detail.

In this daily editorial for Tuesday, February 10, 2026, we are joined by Dave Erfle, the founder and editor of the Junior Miner Junky. As precious metals navigate a volatile range, with gold holding near $5,000 and silver around $80, Dave shares his tactical approach to portfolio management, risk mitigation, and the shifting dynamics between majors and juniors. Key Discussion Points Strategic Profit Taking: Dave explains his recent decision to alert subscribers to sell portions of their holdings during the parabolic spikes in gold and silver, emphasizing the importance of turning paper gains into risk-free positions. Market Rotation: A look at how retail interest is shifting from the AI sector into the gold sector as investors seek value in miners that remain relatively cheap compared to record-high metal prices. The Vizsla Silver Crisis: A sobering discussion on the tragic events surrounding Vizsla Silver (VZLA) in Mexico, the implications for jurisdictional risk, and how such events impact the likelihood of major buyouts in the region. Due Diligence & Risk Management: Insights into Dave's criteria for selecting high-risk junior plays, focusing on share structure, management longevity, and the necessity of diversification to protect against unforeseen sector shocks.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ---------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investment-led growth cycle with meaningful market upside.Read more insights from Morgan Stanley.----- Transcript -----Nikolaj Lippmann: Welcome to Thoughts on the Market. I'm Nikolaj Lippmann, Morgan Stanley's Chief Latin America Equity Strategist. If you ever felt like Latin America is too complicated to follow, today's episode is for you. It's Monday, February 9th at 10am in New York. The big idea in our research is simple. Latin America is facing a trifecta of change that could set up a very different investment story from what investors have gotten used to. We could be moving towards an investment or CapEx cycle in the shadow of the global AI CapEx cycle, and this is a stark departure from prior consumer cycles in Latin America. Latin America's GDP today is about $6 trillion. Yet Latin American equities account for just about 80 basis points of the main global index MSCI All Country World Equity benchmark. In plain English, it's really easy for investors to overlook such a vast region. But the narrative seems to be changing thanks to three key factors. Number one, shifting geopolitics in this increasingly global multipolar world. We can see this with trade rules, security priorities, supply chains that are getting rewritten. Capital and investment will often move alongside with these changing rules. Clearly, as we can all see U.S. priorities in Latin America have shifted, and with them have local priorities and incentives. Second, interest rates may very well have been peaking and could decline into [20]26. When borrowing cost fall, it just becomes easier to fund factories, infrastructure, AI, and expansion into all kinds of different investment, which become more feasible. What is more, we see a big shift in the size and growth of domestic capital markets in almost every country in Latin America – something that happens courtesy of reform and is certainly new versus prior cycles. And finally, elections that could lead to an important policy shift across Latin America. We see signs of movement towards greater fiscal responsibility in many sites of the region, with upcoming elections in Colombia and Brazil. We have already seen new policy makers in Argentina, Chile, Mexico, depart from prior populism. So, when we put all this together -- geopolitics, rates and local election -- you get to the core of our thesis, a possible LatAm spring; meaning a decisive break from the status quo towards fiscal consolidation, monetary easing, and structural reform. And we think that that could be a potential move that restores some confidence and attracts private capital. In our spring scenario, we see interest rates coming down, not rising in a scenario of higher growth to 6 percent in Brazil and Mexico, 7 percent in Argentina, and just 4 percent in Chile. This helps the rerating of the region. There's another powerful factor that I think many investors overlook, and that is a key difference versus prior cycles, as already mentioned. And that's the domestic savings. Local portfolios today are much bigger, much deeper capital markets, and they're heavily skewed towards fixed income. 75 percent of Latin American portfolios are in fixed income versus 25 percent in equity. In Brazil, the number's even higher with 90 to 95 percent in fixed income. If this shifts even halfway towards equity, it can deepen and support local capital markets; it supports valuation. For the region as a whole, sectors most impacted by this transformation would be Financial Services, Energy, Utilities, IT and Healthcare. Up until now, I think Latin America has been viewed as a region where a lot could go wrong. We asked the reverse question. What could go right? If the trifecta lines up: geopolitics, peaking rates and elections that enable a more investment friendly policy and CapEx cycle, Latin America could shift from being seen mainly as a supply of commodities and labor to far more investment driven engine of growth. That's why investors should put Latin America on the radar now and not wait until spring is already in full bloom. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen to the podcast and share Thoughts on the Market with a friend or colleague today.

Your investments may look diversified.But are they exposed to the same country, currency, and cycle?In this new cross-border series, Anil Kothari, Financial Coach at MFA, unpacks what true diversification really means when your financial life spans borders.Should your money be invested in more than one country? Watch the latest episode of the Personal Finance Podcast to find out.

Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar's personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us. WEALTHTRACK episode 2232, broadcast on 2/6/26

Art has long been valued as both a cultural asset and a store of wealth, yet most artworks are bought once and never resold.As sustainability and alternative investing reshape the art world, ideas like “green-chip art” are gaining traction, promising to unlock hidden value while keeping art in circulation. Is there a real, scalable market for resold art, or are headline sales the exception? On Wealth Tracker, Hongbin Jeong speaks with Milon Goh, CEO of Art Again, on whether the secondary art market can change how we collect, invest and think about art.See omnystudio.com/listener for privacy information.

Private credit has grown rapidly over the past decade, prompting investors to revisit how public and private credit can work together in modern portfolios. In this episode of All the Credit, we explore how this shift is changing the way multi‑asset portfolios are constructed and managed. We also focus on the challenges of imperfect data, why liquidity and valuations fall along a spectrum rather than a simple public‑versus‑private divide, and how combining strengths like private‑market sourcing and public‑market flexibility can improve overall portfolio construction. PGIM's Brian Barnhurst, CFA, Head of Global Credit Research, hosts Greg Peters, Co-Chief Investment Officer and Co-Head of Multi-Sector Strategies, and Tom McCartan, CFA, Multi-Sector Strategies Portfolio Manager. Recorded on January 22, 2025.

Arnim Holzer points to a structural change in market volatility in the wake of "unorthodox" policies and elevated valuations impacting sensitivity of market moves. He adds that diversification strategies need to change, saying this environment will not act like historical correlations between bonds and stocks. Arnim later discusses the AI capex boom and how that will be felt in all corners of the economy. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Most investors believe their biggest risk is market performance. If they diversify correctly and stay invested long enough, everything should work out. That belief is comforting. And incomplete. Markets don't fail portfolios nearly as often as behavior does. Investors exit at the wrong time. Advisors rebalance too late. Risk is misunderstood until it shows up all at once. By then, decisions are driven by emotion, not design. In this episode, Andy Tanner sits down with Phillip Toews, author of The Behavioral Portfolio, to challenge the idea that better forecasting or higher returns solve investor problems. They don't. Portfolio structure does. Phillip explains why traditional models like the 60/40 portfolio were never designed for real human behavior — especially during extended downturns, rising-rate environments, or retirement distribution phases. He outlines why most investors are unprepared for how deep losses can actually go, and how that lack of preparation leads to perfectly timed mistakes. This conversation isn't about predicting crashes or chasing performance. It's about understanding history, accepting uncertainty, and building portfolios that account for both economic reality and psychological limits. If you've ever wondered why disciplined plans fall apart at the worst possible moments, this episode reframes the problem — and offers a clearer way to think about risk, preparation, and long-term decision-making. Want to Learn More? – Explore free education and tools at cashflowbonus.com to strengthen your investing foundation – Keep building your financial education at yourinvestingclass.com.

Simply Wall St Market Insights for the week ending the 1st February 2026.To read the full article: ⁠⁠⁠⁠⁠Why longer lifespans could reshape portfoliosCreate a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Portfolio tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠global community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Reduce your search time and find hidden opportunities that suit your goals with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠custom screeners.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn our investing framework by following our comprehensive 6-part "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Invest with confidence⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" series.Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.

Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they've changed over summer, how they're thinking about core vs satellite, and why both are leaning harder into systems rather than hot takes.In this episode:00:00 What to expect in our monthly portfolio updates03:08 Key portfolio changes over summer (debt recycling, leverage, structure)07:02 Ren's new core + building an all-weather income sleeve11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices22:48 Satellite portfolios: active managers, Bitcoin & gold28:08 Income strategies, risk management & wrapping up

Inflation is back at the centre of investor concerns. In this episode of The Rules of Investing, James Marlay is joined by outgoing Schroders CEO and CIO Simon Doyle to discuss why inflation has been so persistent, the assets he trusts most to protect real returns and the lessons from a long career in markets.

On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk parity, investing like Buffett and other popular strategies. Get Cullen's book here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928 This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors  Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

From mutual funds and ETFs to alternative strategies and digital assets, join Andrew Clee, Vice President of Product, as he breaks down the latest trends in the investment industry and how Fidelity's product lineup is evolving to meet investor needs. Gain practical insights to help you navigate the growing ETF landscape and strengthen your conversations with clients. Recorded on January 21, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   --   Andrew Clee, vice-président, Produits et comptes gérés, discute des dernières tendances du secteur des placements, notamment des fonds communs de placements, des FNB, des stratégies non traditionnelles et des actifs numériques. Il examine également l'évolution de la gamme de produits de Fidelity pour répondre aux besoins des investisseurs. Obtenez des informations pratiques qui vous aideront à naviguer dans l'univers en pleine expansion des FNB et à enrichir vos échanges avec la clientèle. Date : 21 janvier 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking about Roth conversions and tax strategy, and another navigating retirement planning with a $1.4 million portfolio. Scott and Pat break down how Roth conversions can optimize long-term savings, where annuities fit into today's market, and how both investors are managing wealth amid rising volatility. If you're exploring Roth conversions or simply looking to protect and grow your nest egg, this episode is packed with actionable advice. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

In this episode of The Distribution, Brandon Sedloff sits down with Phil Huber to unpack the evolution of private markets and their growing role in private wealth portfolios. Phil shares his path from a family RIA to leading portfolio solutions at Cliffwater, and explains why alternatives are shifting from a niche allocation to a core portfolio decision. The conversation explores how interval funds, multi-manager strategies, and improved liquidity frameworks are reshaping access to private equity and private credit for advisors. Along the way, Phil offers a clear, practical lens on education, structure, and risk management in an increasingly complex alternatives landscape. They discuss: Phil's career journey from wealth management to asset management and his focus on alternatives Why private markets are becoming an active allocation decision rather than an institutional afterthought How interval funds work, including liquidity mechanics, eligibility, and portfolio fit The role of multi manager and co investment strategies in diversification and fee efficiency What advisors and CIOs look for when evaluating private market products for client portfolios Links: Phil on LinkedIn - https://www.linkedin.com/in/phil-huber/ Cliffwater - https://cliffwater.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:04:32) - Phil Huber's early career and family influence (00:10:52) - Transition to Cliffwater and focus on alternatives (00:12:06) - Understanding private markets and co-investments (00:25:57) - Cliffwater's funds and direct lending strategy (00:28:01) - Cliffwater's view on direct lending (00:30:28) - Challenges of traditional private market investments (00:33:14) - Advantages of interval funds (00:34:32) - Liquidity management in interval funds (00:41:39) - Multi-manager vs. single manager strategies (00:45:09) - Real assets and interval funds (00:48:18) - Daily beta adjustments for private assets (00:50:01) - Educating advisors and clients (00:53:56) - Future trends in private markets (00:56:07) - Conclusion and final thoughts

Max Castelli, head of strategy for sovereign institutions, and Philipp Salman, director of strategy for sovereign institutions at UBS Asset Management, join Yara Aziz, senior economist at OMFIF, to discuss how shifting geopolitics shaped reserve management in 2025, and what sovereign investors should watch for in 2026. They cover the macro outlook, longer-term portfolio strategy, US concentration risk and the debate around the dollar's role in reserves.

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the 2008 global financial crisis. She shares how those moments influenced her focus on capital preservation, sustainable dividend growth, and fact-based decision-making, including why not all dividends are created equal.   Key takeaways: A focus on how capital preservation and sustainable dividend growth can support long-term resilience. Collaboration between equity and fixed income teams may help uncover early warning signals. Opportunities may be emerging in non-U.S. markets and among stable dividend growers amid shifting global dynamics.   #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.   Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.   This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.   For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

2025 war ein Lehrstück darüber, wie Unsicherheit, Geldpolitik und Knappheiten zusammenwirken. Während viele Anleger auf Charts starrten, Narrativen folgten oder sich von Schlagzeilen treiben ließen, zeigt der nüchterne Blick in reale Portfolios ein anderes Bild: Rendite entsteht selten dort, wo sie am lautesten versprochen wird, sondern häufig in den stillen Marktsegmenten. Der Jahresrückblick der Schatzmeister ist deshalb mehr als eine Performance-Show – er ist eine Erinnerung daran, dass Disziplin, Beharrlichkeit und Substanz wichtiger sind als kurzfristige Trends.

January 20, 2026 | Season 8 | Episode 2Markets wake to a sharper geopolitical edge as U.S.–Europe tensions rise over Greenland and investors rethink traditional havens. We connect policy moves to asset flows, then share specific stock ideas across payments, biotech, coffee, and energy gear.• Postwar order under strain and shifting spheres of influence• Dollar and Treasuries lose some haven appeal amid deficits• Rotation toward gold, silver, copper, and real estate• Europe's remilitarisation risk and tariff escalation paths• Iran's protests tied to currency collapse and food inflation• Japan's long yields jump and global rate knock-ons• Market tape: futures slide, banks and megacaps under pressure• NYSE explores 24/7 tokenized securities trading• Stock ideas: Shift4 Payments, biotech acquisition targets, Starbucks turnaround• Energy services pick: Cactus and FlexSteel international opportunityThis podcast is available on most platforms, including Apple Podcasts and Spotify. For more information, please visit our website at www.heroldlantern.com** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Rachael is ready to get serious about being an artist; so she and Lauren discuss a common component of presenting yourself as one: a portfolio. When describing your creative work and ambitions, it can be extremely helpful to have a curated selection of pieces to back it up; but many questions arise when attempting to build an online portfolio. In this episode, you'll gain some insight towards answering those questions for yourself. Is it okay to have one-off works vs a series? How can you focus your practice around certain theme or through-line while allowing yourself to follow all of your curiosities? Listen to learn more!Episode Mentions:Check out The Juice Box here!For more portfolio advice, watch Lauren's Adobe course.We are now booking workshops and speaking engagements as a duo! To bring us to your conference or organization, reach out to us at chaoticcreativespodcast@gmail.com. For a transcript of this episode, contact us at chaoticcreativespodcast@gmail.com Cover art designed and photographed by Kristle Marshall for Hom Sweet HomIf you love what we are doing and want to support us, head to patreon.com/chaoticcreativesFollow the pod on Instagram @chaoticcreativespod and tag us in the projects you're working on while listening!Say hi or tell us a silly lil joke: chaoticcreativespodcast@gmail.comLauren's links:WebsiteInstagramOnline ClassesRachael's links:WebsiteInstagramThe Juice BoxCreative Coaching

This week's market update dives into several key economic signals, including the latest readings on inflation through CPI, PPI, along with the kickoff of fourth-quarter earnings season. Major banks are among the first to report, offering early insight into both the health of the economy and the broader market backdrop.A timely listener question also sparked a deeper discussion about how we evaluate market-moving headlines—and why news alone doesn't automatically trigger changes to a well-constructed portfolio. Using recent developments involving Venezuela as an example, we walk through the critical distinction between short-term trading and long-term investing. While geopolitical events can drive near-term volatility, our investment decisions are grounded in a disciplined, research-driven process. We explain how Henssler evaluates stocks using multi-point criteria and in-depth fundamental analysis, and why that approach aligns with our long-term financial planning philosophy, the Henssler Ten Year Rule.We're also unpacking a developing story that's drawing attention on Wall Street and in Washington. Reports indicate the U.S. attorney's office is reviewing testimony from Fed Chair Jerome Powell, a move that's quickly become part of a broader effort by the Trump administration to pressure the Federal Reserve to cut interest rates. We'll discuss what this could mean for the Fed's independence, why markets are paying close attention, and why—despite the headlines—monetary policy is intended to be guided by data, not politics.Finally, we take a closer look at today's auto market, where new car prices have jumped more than 30% since 2020, pushing average sticker prices past $50,000. We break down what's driving record-high monthly payments now averaging well over $750, the growing use of eight-, nine-, and even 10-year loan terms, and why these trends matter well beyond the dealership.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — January 17, 2026  |  Season 40, Episode 3Timestamps and Chapters9:43: Markets, Inflation, and the Earnings Pulse16:12: Investing vs. Trading: Why Headlines Don't Drive Our Portfolios36:46: The Fed Under Fire45:23: The Real Cost of Driving NewFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this week's Sound Investing episode, Paul Merriman answers a wide-ranging set of listener questions — from choosing ETFs and building portfolios to managing risk in retirement and investing wisely at every age.One of the biggest takeaways? There is no universally “best” ETF or portfolio. The right answer depends on your goals, risk tolerance, time horizon, and — just as importantly — your ability to stick with a strategy during difficult markets.Here are some of the highlights from the episode:What's the “best ETF”?Paul explains that for simple exposure (like the S&P 500), the lowest-cost option often wins. But once you move into areas like small-cap value or factor investing, fund construction and index methodology matter far more than expense ratios alone.Single-fund vs. DIY portfoliosPaul compares all-in-one solutions like AVGV (Avantis All-World Value ETF) with building the same asset classes yourself. While a DIY approach can sometimes produce higher returns, it also requires discipline and comfort with tracking and rebalancing multiple funds.Portfolios for different stages of lifeYounger investors (30s): Paul favors all-equity portfolios for long time horizons, assuming the investor can tolerate volatility.Pre-retirees and retirees: The focus shifts to managing downside risk, withdrawal rates, and behavioral comfort — not maximizing returns at all costs.Retirement withdrawals and sequence riskUsing historical examples starting in 1970, Paul shows how withdrawal rates (4%, 5%, 6%) and portfolio composition can mean the difference between ending with millions — or running out of money entirely.Mutual funds vs. ETFsETFs have become more tax-efficient, more flexible, and easier to trade — making them ideal for the smaller, diversified portfolios Sound Investing now recommends.How to self-manage a portfolioPaul walks through how to:Choose equity asset classesUse best-in-class ETF recommendationsRebalance intelligentlyInvest weekly without overcomplicating the processResources mentioned in the episode:Sound Investing Boot Camphttps://paulmerriman.com/bootcamp/Ultimate Buy & Hold Portfoliohttps://paulmerriman.com/ultimate-buy-and-hold-portfolio/2025 Sound Investing Portfolioshttps://paulmerriman.com/sound-investing-portfolios/Avantis Investors & AVGVhttps://www.avantisinvestors.com/Morningstar Fund Comparison Toolshttps://www.morningstar.com/Ben Felix (Canadian investing insights)https://www.pwlcapital.com/profile/benjamin-felix/REIT background and tax considerationshttps://en.wikipedia.org/wiki/Real_estate_investment_trustPaul closes the episode with a reminder that diversification means always owning some underperformers — and that's not a flaw, it's the price of long-term success.Thanks for listening, and we'll see you next week.

Inflation, whipsaw markets, and confusion over SECURE 2.0 have retirees rethinking drawdowns—and pressuring their advisors. The winners in 2025 are building paycheck-style income plans that fuse taxes, healthcare, and risk control. Learn more at https://www.goldstonefinancialgroup.com/client-testimonials/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://www.goldstonefinancialgroup.com/ Phone: +1 630 620 9300 Email: contactus@goldstonefg.com

In this episode of the Going Long Podcast, Sarah Williamson speaks with Mark Konyn, Group Chief Investment Officer at AIA Group. Drawing on decades of experience across the region, Konyn explores Asia's structural diversity, the role of long-term capital, China's economic transition, and why technology adoption across Asia may reshape markets faster than many expect.Topics Include: 
[00:00:00] Asia is not a single investment story
Konyn opens by challenging the idea of Asia as a homogeneous region, emphasizing the importance of understanding local legal systems, financial structures, demographics, and development paths.[00:07:00] How long-term capital is mobilized in Asia
The role life insurers play in aggregating domestic savings, matching long-dated liabilities and assets, and supporting the development of capital markets and infrastructure.[00:12:00] Hong Kong's renewed role as a financial hub
What “Hong Kong is back” looks like on the ground, pointing to IPO activity, returning international engagement, and the city's continued role as a conduit for capital.[00:20:00] China's structural transition and the confidence challenge
China's property overhang, demographic shifts, and the way confidence, rather than capital availability, is shaping savings behavior and investment outcomes.[00:46:00] Why technology adoption may surprise investors
Looking ahead, Konyn explains why Asia's speed and willingness to adopt digital finance, automation, and AI could reshape markets over the next decade.

Legendary investor Bill Fleckenstein warns that the financial system is under far more stress than markets admit.We break down inflation psychology, passive investing distortions, mounting debt, and why the bond market is losing faith in the Federal Reserve. As confidence in currencies weakens, Fleckenstein explains why gold and silver are sending a clear warning.#Gold #FinancialCrisis #FederalReserve------------

In this episode, Sarah chats with Ben Peck, Director of Product Design & Global Strategy at nCino and a longtime community builder in the UX and product world, to demystify how UX hiring really works, from the perspective of someone who's hired again and again.Ben brings over 20 years of experience across agencies, tech, leadership, and community building. As the co-founder of Front Conference and former Executive Director of Product Hive, he's reviewed hundreds of portfolios, partnered closely with recruiters, and built high-performing design teams across industries.Together, Sarah and Ben unpack what actually happens after you click “apply,” how hiring managers scan portfolios, why storytelling matters more than polish, and how community and relationships quietly shape most UX careers.If you've ever wondered what's going on behind the scenes of UX hiring, or how to stand out without burning yourself out, this episode is for you.What You'll Learn in This Episode:✔️ What hiring managers actually look for in UX portfolios✔️ Why your portfolio needs a hook—and what that hook should be✔️ How recruiters and hiring managers split screening responsibilities✔️ The biggest mistakes candidates make when telling case study stories✔️ Why generalists are thriving in today's UX job market✔️ How to make industry or role pivots without starting over✔️ The smartest way to reach out to companies (and who not to DM)✔️ Why community—not cold applications—is the real career accelerant✔️ How hiring managers evaluate experience beyond “years on paper”Timestamps:00:00 Introduction and Purpose of the Podcast00:38 Guest Introduction: Ben Peck03:25 Ben Peck's Career Journey05:31 The Value of Being a Generalist10:22 Hiring Insights and Job Market Trends20:59 Portfolio Tips for Job Seekers28:57 The Importance of Storytelling in Portfolios30:42 Balancing Content and Design32:21 Effective Use of Prototypes and Videos40:00 Transitioning to a UX Career43:22 The Role of Community in Career Growth48:37 Advice for Job Seekers49:33 Lightning Round: Fun and Personal Insights53:13 Conclusion and Final Thoughts

In this episode, I sit down with Tom Perfrement, investor, tennis enthusiast, and co-founder of 5AM Capital. The conversation dives into Tom's personal journey—growing up in Canberra, his passion for tennis, and his deep commitment to long-term investing. Together, they explore the contrasting worlds of short-term and long-term strategies in finance, highlighting the philosophical differences and pressures that shape decisions in investment banking and asset management. Tom shares insights into 5AM Capital's unique philosophy, inspired by early-morning discipline and the company's roots in Bondi, Sydney. They reflect on recent events impacting the Bondi community, the importance of purpose in business, and the values behind building a boutique investment firm. Throughout the episode, Tom draws parallels between tennis and investing, explaining how having diverse skills and sticking to a personal style can lead to success both on the court and in the market. Listeners will gain thought-provoking perspectives on risk, the power of monopolies and moats in business, and the psychological challenges of navigating volatile markets. Whether you're an investor, entrepreneur, or business leader, this episode offers actionable insights on building enduring value, staying purposeful, and playing the long game. N.B. The information provided in this podcast is for general information and entertainment purposes only, and is not intended to be financial advice.

As the investment landscape continues to evolve, alternative investments are playing a larger role in portfolio construction. In this episode, host John Bryson talks with Pattie about the factors driving increased interest in this segment.Pattie shares insight into the development of new product structures, advances in technology, and the expanding access to private markets. She also addresses how the industry is responding to investor demand through innovation.1 What are alternative investments?Pattie: Alternative investments are nontraditional assets outside of stocks and bonds, such as private equity, private credit, hedge funds, and real assets. They're typically less liquid, more complex and are structured to enhance risk/return profiles. They generally provide diversification and increased income. These differ from liquid alternatives, such as long/short equity, market neutral, managed futures, and more derivative-related strategies.2 What investor needs do alternative investments address?Pattie: Alternative investments are designed to meet investor needs and market gaps that traditional stocks and bonds may not. They provide diversification, which helps reduce portfolio concentration risk, as well as inflation protection. They also offer higher return potential through access to unique private market opportunities. Lastly, the illiquidity premium is a key feature, which is the price paid for additional returns in exchange for locking up capital for longer.3 What's the future of alternative investment product development?Pattie: In one word: democratization. We'll see increased retail access to private markets, technology-driven distribution, tokenization, blockchain for settlement and customization. We'll also see the emergence of alternative model portfolios that blend private and public assets. The industry is also focusing on innovations in liquidity and evolving fee structures.

In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. One listener, with over a million dollars in assets, asks whether he should prioritize his 401(k) or a Roth IRA. The conversation dives into smart strategies for high-net-worth investors, addressing how to balance tax efficiency, retirement goals, and current lifestyle needs. Scott and Pat also explain how financial planning helps clarify trade-offs between spending now and securing your future. Whether you're looking for smarter retirement contributions or long-term portfolio strategy, this episode delivers actionable advice with a conversational tone. Discover how financial planning evolves with your income, assets, and goals. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Is your portfolio making a big bet on the Magnificent Seven? Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in recent years. Their success has led to market concentration. Portfolios tracking broad benchmarks have seen their diversification decrease and risk increase. How can you prepare your portfolio to absorb potential shocks? And where are the opportunities beyond the Mag Seven? Morningstar Holland's Chief European Market Strategist Michael Field is one of the researchers who investigated this.Beyond the Magnificent Seven: Unlocking Value in a Concentrated Stock MarketOn this episode:00:00:00 Welcome00:01:49 The Magnificent Seven's strong returns have benefited many investors. Why is their dominance a risk?00:02:07 Your team highlighted a noteworthy stat in the report. The top 10 US stocks make up about 35% of the overall market. That's almost double from a decade ago. What does that signal to you?00:02:39 Can you explain what the hidden cost of market concentration is?00:03:07 If the top stocks hold so much of the gains, where does that leave the rest of the market?00:03:41 Let's focus on key periods of market concentration. How does the current environment compare to the dot-com bubble?00:04:11 And what about now versus the global financial crisis?00:04:40 What if investors pulled back due to market concentration concerns in the last decade? Why would that have backfired?00:05:51 How can investors manage the risk of market concentration in their portfolios?00:05:50 Morningstar has identified investment opportunities for 2026. Why does the team favor US small caps over US large caps?00:06:59 Another opportunity is the healthcare sector. What companies do Morningstar analysts think could fend off the competition for 10 years or more?00:07:35 Morningstar encourages international diversification. Can you talk about the regions outside the US that look attractive for stock investors?00:08:03 What's the takeaway for diversifying beyond the Magnificent Seven in 2026?  Watch more from Morningstar:9 Top ETFs for Income Investors That Stood Out in 2025 LINKWhere to Invest in 2026 After This Year's Market Volatility LINKWhy Betting Against Nvidia in the AI Arms Race Could Be a Mistake Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the BiggerPockets Money Podcast with Mindy Jensen and Scott Trench, Scott builds four different investment portfolios using real money, each account starting with $10,000 and employing different strategies. Scott invests in an index fund, a 60/40 stock-bond portfolio, a risk parity portfolio, and a unique actively managed thesis. Follow along as they discuss the rationale, mechanics, and expected outcomes of these investments.  NOTE: This episode is for educational and entertainment purposes only and is NOT professional investment advice. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Experience of this investor may not be representative of other customers. Past performance does not guarantee future results, and investment values may rise or fall. At Public earn an uncapped 1% bonus when you transfer your portfolio with: www.Public.com/BPM  Subscribe to the FREE 31 Day Challenge Starting on January 1st: www.biggerpocketsmoney.com/31days  Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoices

At the 2025 Via Licensing Alliance Bridge Summit in San Francisco, Brian Dorini, Senior Director at Dolby, and Tyrome Brown, Dolby's Chief Patent Counsel, offered a clear-eyed look at the state of patent pools and the shifting realities of the global SEP ecosystem. Far from being outdated structures, both emphasized that pools remain essential tools for enabling collaboration, reducing friction, and supporting meaningful innovation — even amid regulatory uncertainty.Dorini described patent pools as “great democratizers of technology,” helping both licensors and implementers navigate increasingly complex standards environments. As regulatory scrutiny intensifies across the U.S., Europe, and Asia, he noted that pools are evolving in response, finding new ways to balance transparency with practical, market-driven licensing solutions.Brown expanded on this theme from Dolby's internal perspective. He outlined how Dolby ensures the strength and essentiality of its patent portfolio — through direct participation in standards development, rigorous internal analysis, and independent evaluations. These processes, he explained, are critical not only for maintaining high-quality SEP assets but for building trust across the licensing market.Both speakers also pointed forward. As Dolby's technologies extend into areas such as wireless power, EV charging, and other emerging platforms, the role of patent pools is likely to expand. While the fundamental structure of pools may remain consistent, their scope and global influence continue to grow, driven by new implementers, new licensors, and new technological frontiers.

This week, we are having an honest and heartfelt conversation about the sacrifices that come with building a life through real estate investing. We reflect on our individual financial journeys and the lifestyle changes we made early on—living below our means, rethinking spending habits, and strengthening our personal financial foundations before taking on larger investments. We share what it looked like during our DIY era, the risks we embraced as entrepreneurs, and the lessons we learned by building something from the ground up. While those seasons required hard choices, they also clarified our values and helped us align our lives with what truly mattered.We also talk about the rewards that come from those sacrifices and how intentional living has allowed us to create both financial freedom and personal fulfillment. We discuss the motivation that comes from milestones like receiving a first rent payment, the importance of community and surrounding ourselves with like-minded women, and why sacrifice doesn't have to mean a joyless life. Travel, self-care, and finding joy in small moments remain priorities for us, even as we continue to grow. Ultimately, this episode is a reminder that it's okay to quit, pivot, and try again—and that with patience, alignment, and support, real estate investing can lead to a life that feels purposeful, balanced, and deeply rewarding.  Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupGrab our property management checklistMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

In this expert interview, Sarah Doody is joined by Patrick Neeman, Director of UX & AI Experiences at Workday, to pull back the curtain on how UX hiring actually works today—and where candidates are getting tripped up.Patrick brings a rare perspective: he's led UX teams, taught UX at General Assembly, worked inside applicant tracking systems, and now hires designers in an AI-driven product environment. Together, Sarah and Patrick unpack the biggest misconceptions about ATS systems, why portfolios often fail the six-second test, how soft skills influence hiring decisions, and what senior designers really need to focus on to stand out in today's market.This episode is especially valuable if you're making it to interviews but not offers, feeling unsure how AI fits into your skillset, or questioning whether your resume and portfolio are helping—or hurting—you.What You'll Learn in This Episode:✔️ Why companies are often bad at hiring—and how that impacts candidates✔️ The truth about ATS filters, knockout questions, and resume formatting✔️ Why two-column resumes fail ATS systems (and what to do instead)✔️ What hiring managers notice in the first 6 seconds of reviewing a resume✔️ How soft skills like alignment, collaboration, and communication influence hiring✔️ Why decks often outperform portfolio websites in UX interviews✔️ How AI tools like Lovable are changing expectations for prototyping✔️ The role of “weak ties” in landing jobs—and why relationships matter more than applications✔️ Red flags candidates should avoid during interviews and outreach✔️ Why being “nice to work with” is a real career advantageLinks From This Episode:Patrick's Book: uxGPT: Mastering AI Assistants for User Experience Designers and Product Management ProfessionalsPatrick's Article: What's makes an effective UX professionalPatrick's Article: What's your Ideal Designer Profile?The Strength of Weak Ties: A Network Theory RevisitedThe ADP Checklist: Resources about Resumes, Portfolios and Interviews for UX ProfessionalsTimestamps:00:00 Introduction to Sarah Doody and Career Strategy Lab00:38 Welcoming Patrick Neiman: Insights into UX Hiring01:19 Patrick's Background and Experience04:19 The State of the UX Job Market07:21 The Importance of Writing Skills in UX08:49 Applicant Tracking Systems and AI in Hiring13:28 Contract Roles in UX: Myths and Realities14:42 Standing Out as a UX Candidate17:48 Soft Skills: The Superpower of UX Professionals22:05 Tips for Early Career UX Designers24:15 Prototyping vs. Figma: The Future of Design24:28 The Value of Personal Projects in Portfolios24:57 Challenges in Redesigning Complex Systems26:10 Misconceptions About Hiring Software27:23 The Six-Second Resume Test29:16 Networking and the Power of Weak Ties33:10 Tips for Advancing in Your UX Career41:46 Balancing Figma and AI-Assisted Design Tools43:21 Final Thoughts and Advice for Job Seekers

There are at least a couple of clear trends in upstream-sector M&A. One is that E&Ps continue to zero in on the basins where they see the most promise, and to divest non-core assets. Another is that the ramp-up in LNG exports is spurring heightened interest in acreage and production targeting that market. 

Have you ever wondered how the ultra-wealthy structure their investments to preserve and grow their wealth? In this episode, Tad Fallows, an expert in high-net-worth investing, joins Russ and Joey to discuss the strategies behind building $10M+ portfolios. Tad provides valuable insights into how top investors manage their wealth. He explains the mindset and practical steps that can turn passive income into substantial wealth, emphasizing the importance of strategic investing. For anyone looking to achieve financial freedom and build generational wealth, Tad's guidance on navigating complex investment decisions and leveraging high-net-worth strategies is a must-listen. This episode is packed with actionable tips, inspiring listeners to rethink their approach to investing and pursue opportunities that go beyond traditional methods. Whether you're an experienced investor or just starting out, Tad's advice can help you maximize your returns and optimize your portfolio for greater financial success.Top three things you will learn: -How high-net-worth investors manage and grow $10M+ portfolios with diversified strategies-The mindset and approach that successful investors adopt to manage their wealth-How to emulate successful high-net-worth investing techniques in their own financial strategiesAbout Our Guest:Tad Fallows is the co-founder and Managing Director of Long Angle, a private peer community for very-high-net-worth (VHNW) entrepreneurs, executives, and professionals across 45 countries. He offers profound insights into the investment strategies employed by VHNW investors, the importance of networking within the community, and the unique challenges and opportunities they encounter on their wealth-building journey.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Tad Fallows:-Website - LongAngle.com

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist.Today – does the 60/40 portfolio still make sense, and what can investors expect from long-term market returns?It's Monday, December 22nd at 10am in New York.Global equities have rallied by more than 35 percent from lows made in April. And U.S. high grade fixed income has seen the last 12 months' returns reach 5 percent, above the averages over the last 10 years. This raises important questions about future returns and how investors might want to adapt their portfolios.Now, our work shows that long-run expected returns for equities are lower than in previous decades, while fixed income – think government bonds and corporate bonds – still offers relatively elevated returns, thanks to higher yields.Let's put some numbers to it. Over the next decade, we project global equities to deliver an annualized return of nearly 7 percent, with the S&P 500 just behind at 6.8 percent. European and Japanese equities stand out, potentially returning about 8 percent. Emerging markets, however, lag at just about 4 percent. On the bond side, we think U.S. Treasuries with a 10-year maturity will return nearly 5 percent per year, German Bunds nearly 4 [percent], and Japanese government bonds nearly 2 [percent]. They may sound low, but it's all above their long-run averages.But here's where it gets interesting. The extra return you get for taking on risk – what we call the risk premium – has compressed across the board. In the U.S., the equity risk premium is just 2 percent. And for emerging markets, it's actually negative at around -1 percent. In very plain terms, investors aren't being paid as much for taking on risk as they used to be.Now, why is this the case? It's because valuations are rich, especially in the U.S. But we also need to put these valuations in context. Yes, the S&P 500's cyclically adjusted price-to-earnings ratio is near the highest level since the dotcom bubble. But the quality of the S&P 500 has improved dramatically over the past few decades. Companies are more profitable, and free cash flow -- money left after expenses -- is almost three times higher than it was in 2000. So, while valuations are rich, there's some justification for it.The lower risk premiums for stocks and credits, regardless of whether we think they are justified or not, has very interesting read across for investors' multi-asset portfolios. The efficient frontier – meaning the best possible return for any given level of portfolio risk – has shifted. It's now flatter and lower than in previous years. So, it means taking on more risk in a portfolio right now won't necessarily boost returns as much as before.Now, let's turn our attention to the classic 60/40 portfolio – the mix of 60 percent stocks and 40 percent bonds that's been a staple strategy for generations. After a tough 2022, this strategy has bounced back, delivering above-average returns for three years in a row. Looking ahead, though, we expect only around 6 percent annual returns for a 60/40 portfolio over the next decade versus around 9 percent average return historically. Importantly though, advances in AI could keep stocks and bonds moving more in sync than they used to be. If that happens, investors might benefit from increasing their equity allocation beyond the traditional 60/40 split.Either way, it's important to realize that the optimal mix of stocks and bonds is not static and should be revisited as market dynamics evolve.In a world where risk assets feel expensive and the old rules don't quite fit, it's essential to understand how risk, return, and correlation work together. This will help you navigate the next decade. The 60/40 portfolio isn't dead – and optimal multi-asset allocation weights are evolving. And so should you.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In this special year-end AMA, the full PWL crew — Ben Felix, Cameron Passmore, Ben Wilson, and Dan Bortolotti — sit down together for the first time on the podcast to reflect on the roller-coaster that was 2025 and to tackle a wide range of thoughtful listener questions. The episode begins with reflections on a year that included wild market swings, an extraordinary rally few predicted, major changes within PWL, and personal milestones. From there, the team dives deep into the psychology of staying invested, the real risks of inexperienced investors going 100% equities, the complexity of asset location and pre-tax vs. after-tax allocation, and how to talk to family members who are paying too much in investment fees.   Key Points From This Episode: (0:04) Introduction — first-ever full-team recording and setup for the year-end AMA. (1:12) Why not all AMA questions could be answered — over 400 submissions and many not suited to the format. (1:48) 2024 market recap — from early-year panic to strong double-digit global equity returns. (3:59) The speed of recoveries — why missing a quick rebound can permanently derail returns. (5:34) Cameron's lessons from 2024 — unpredictability, growing adoption of evidence-based investing, joining a bigger organization, and driverless-car optimism. (7:41) Ben Wilson becomes a co-host — an unplanned evolution shaped by listener feedback. (9:51) Dan on humility in forecasting and reconnecting with theoretical research. (11:18) Ben's personal year — firm acquisition, equity value jump, and navigating his cancer diagnosis. (12:32) Talking to parents about high fees — emotional dynamics, non-confrontational questions, and the danger of implied judgment. (23:01) Should beginners hold 100% equities? Behavioral risk, volatility blindness, and why it shouldn't be the default allocation. (30:35) Pre-tax vs. after-tax asset allocation — why RRSP dollars aren't equal to TFSA dollars and how that changes true risk exposure. (36:09) Why PWL rarely optimizes asset location — complexity, low payoff, and behavioral clarity. (44:42) What PWL does (and doesn't) offer — discretionary management, integrated planning, outside specialists, and tax deductibility rules. (49:04) "I know I need index funds — but how do I actually buy them?" Robo-advisors vs. one-ticket ETFs and why placing a trade is the real barrier. (57:47) Ben's lessons as a new homeowner — maintenance costs far above expectations and the hidden burden of being your own contractor. (1:01:54) The strangest portfolios — single-stock windfalls, leverage without client awareness, bullion-only strategies, and the infamous "meatloaf portfolio." Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Ben Wilson on LinkedIn — https://www.linkedin.com/in/ben-wilson/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)