Podcasts about portfolios

What if everything you thought about diversification was incomplete? In this eye-opening session, Brad Barrie of Dynamic Wealth Group challenges conventional wisdom about portfolio construction with a deliciously simple analogy: building an investment portfolio is like baking the perfect cookie.Most investors focus on finding either the best ingredients (top-rated investments) or creating the perfect recipe (advanced allocation models), but rarely excel at both. The result? Portfolios that appear diversified on colorful pie charts but actually contain just "two colors" – stocks and bonds – that move in unison when markets face stress.Berry introduces a multi-dimensional approach to asset allocation that goes beyond traditional diversification. Just as a cookie needs non-sweet ingredients like salt and flour to succeed, portfolios require truly non-correlated assets that work according to different economic drivers. The Dynamic Alpha Macro Fund, 2023's top-performing macro trading fund in its category, uniquely combines fundamental global macro futures strategies with long-only equity exposure to target smoother returns without compromising long-term performance potential.Through compelling examples like how weather patterns in the Ivory Coast affect cocoa prices independently of stock market movements, Barrie demonstrates "non-correlation with causation" – investments with logical, understandable drivers completely disconnected from traditional market forces. This approach proves especially valuable in today's high-valuation environment, where historical data suggests muted future equity returns.Whether you're currently using alternatives and seeking better diversification or looking to add non-correlation for the first time, this presentation offers a fresh perspective on building more resilient portfolios. Remember: if everything in your portfolio rises together, it will fall together too. Are you truly diversified?Whether you're heading out for a weekend getaway or embarking on a global adventure, LEVEL8's sleek, durable luggage is designed to keep up.Visit www.level8cases.com and use code LEVEL8LAG10 to get 10% off your next purchase.Discount Code: LEVEL8LAG10– Offers 10% off on all products– No expiry, unlimited usage– Not stackable with other discounts Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

What do advisors do when markets feel like a giant game of Jenga—top-heavy, fragile, and unpredictable with every move? Ahmed Farooq, Senior VP and Head of ETF Distribution at Franklin Templeton Canada joins us to explore how smart ETF design, active fixed income, and global diversification are helping advisors rebuild sturdier portfolios for an increasingly uncertain world.

Das passive Investieren, was seit den 2000er-Jahren immer beliebter wurde – also global, kapitalgewichtet, statisch – ist meines Erachtens nicht mehr uneingeschränkt tragfähig und richtig. Die Grundidee auf Anlegerseite bleibt richtig, doch ihre Umsetzung, wie der Anlagemotor zusammengebaut wird, muss sich weiterentwickeln bzw. sollte nicht auf Indexing beschränkt werden wegen diverser Risiken.   Du hast einen Themen-Wunsch für den Podcast oder interessierst Dich für ein Seminar mit mir? Schreibe mir gerne einfach per E-Mail: krapp@abatus-beratung.com Viel Spaß beim Hören, Dein Matthias Krapp (Transkript dieser Folge weiter unten)   NEU!!! Hier kannst Du Dich kostenlos für meinen Minikurs registrieren und reinschauen. Es lohnt sich: https://portal.abatus-beratung.com/geldanlage-kurs/    

Investing in Ski Resorts, The Future of Tesla, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Investing in Ski Resorts, The Future of Tesla, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Stocks advanced on a fresh wave of earnings and retails sales jumped, Stocks advanced on a fresh wave of earnings and retails sales jumped, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

David Botset monitors ETF flows and what they tell us about market sentiment. “Those investors that use ETFs…have confidence that their portfolios can recover from downturns and help them meet their long-term objectives.” After a record year of inflows in 2024, 2025 is on pace to make new highs. He discusses shifts in asset allocations within ETFs this year, especially towards lower-cost products.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Rich Hill, global head of real estate research at Principal Asset Management, was a guest on the latest episode of the REIT Report podcast. He shared insights into sentiment within the REIT space today, public-private valuations, foreign fund flows into U.S. listed real estate, the elements of a resilient, growth-oriented real estate investment portfolio, and more. Hill stressed that commercial real estate should be viewed as a “diversified portfolio of various different property types, not just in the U.S. but in Europe. There is an opportunity someplace, somewhere in the world to add value through listed REITs and we think that will continue.” He noted that adding listed REITs to a private portfolio of real estate reduces volatility. “We advocate for having a 10% to 30% allocation to listed REITs within a private portfolio of real estate because we really do think it optimizes portfolios,” he said. 

Stocks advanced on a fresh wave of earnings and retails sales jumped, Stocks advanced on a fresh wave of earnings and retails sales jumped, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Jeremy Au breaks down the hidden math behind venture capital: why only a few startups matter, how VCs double down or walk away, and what real exits look like. Using the case of Instacart and Southeast Asia IPOs like SEA, Grab, and GoTo, he explains what separates paper value from cash returns, and why timing is everything. 01:07 VC Fund Economics and Decision Making: Covers how venture capitalists allocate time and support across their portfolio. Highlights the paradox where top performers need little help, while struggling startups consume the most resources. 04:04 Instacart IPO Case Study: Breaks down how early and late investors in Instacart performed. Shows how investment timing, conviction, and follow-on decisions shape actual returns. 08:34 Instagram vs. Snapchat: Acquisition Decisions: Compares two founders who faced billion-dollar buyout offers. One sold early and built long-term value inside a larger company. The other kept control but faced a bumpier ride. 11:20 VC Fund Performance and Metrics: Explains how to interpret MOIC and DPI. Focuses on the gap in Southeast Asia where paper returns look strong but real liquidity is still limited. Watch, listen or read the full insight at https://www.bravesea.com/blog/paper-vs-profit Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Investors weighed earnings releases from big banks and digested the latest wholesale inflation report, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors  

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void. Fortunately, Tony created an innovative solution.  In this episode, he shares how his Refocus Coaching Academy helps retirees find meaning, fulfillment, and purpose in life after work.  He also reveals the four emotional pillars that guide his process—and how adding a life coach to the financial planning team has transformed client outcomes. You'll Learn:  How a life coach fits into financial planning  The four pillars of emotional retirement preparation A step-by-step process to create a purpose-driven retirement How his mom's retirement changed his outlook on retirement Why 89% of clients are emotionally unprepared for retirement  *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: Retirement Stepping Stone: Find Meaning, Live With Purpose, and Live a Legacy by Tony Hixon Refocus Coaching Academy Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Tony Hixon:  Hixon Zuercher LinkedIn: Tony Hixon TonyHixon.com About Our Guest:  Mr. Hixon is Co-Founder and Chief Executive Officer of Hixon Zuercher Capital Management. In addition to leading the firm, Tony also serves on the firm's Wealth Management Team and is a Co-Portfolio Manager on the Asset Management Team. Tony has had experience providing investment services since 2003 and providing financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management, Tony worked at a CPA firm for nearly four years specializing in accounting, tax planning, and tax preparation for high-net-worth individuals. In 2021, Tony released his book: Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy.  In it, he shares the heartbreaking story of his mom, Pam Hixon, who tragically took her own life after struggling to find purpose in retirement. Tony instructs his readers on how they can prepare for a meaningful retirement beyond the numbers.  He continues to write weekly articles on topics like family, finances, faith, and retirement at TonyHixon.com. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of R...

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Investors weighed earnings releases from big banks and digested the latest wholesale inflation report, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

The S and P 500 slipped as investors digested the latest U.S. inflation data, The consumer price index increased 0.3 percent on the month putting the annual inflation rate at 2.7 percent, Adam Phillips the Managing Director of Investments and Partner at EP Wealth Advisors with the latest Market Update, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

The S and P 500 slipped as investors digested the latest U.S. inflation data, The consumer price index increased 0.3 percent on the month putting the annual inflation rate at 2.7 percent, Adam Phillips the Managing Director of Investments and Partner at EP Wealth Advisors with the latest Market Update, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Stocks are little changed even after President Donald Trump threatened 30 percent tariffs on the European Union and Mexico starting Aug. 1st, This week we will get inflation readings, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Send us a textDiscover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change.This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient asset classes, and turning passion into performance.Hear insights on:What it means to be an antifragile investorWhy legacy, authenticity, and alignment matter more than everStrategic trends in real estate, AI, sustainability, art, blockchain, sports, and digital mediaWhere capital is flowing in 2024 and what lies ahead

Stocks are little changed even after President Donald Trump threatened 30 percent tariffs on the European Union and Mexico starting Aug. 1st, This week we will get inflation readings, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Let's talk about Luxury Stocks, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(02:06) Delta Earnings and Consumer Spending Insights(08:01) Recent Stock Purchases(22:52) Taiwan Semiconductor: A New Investment Perspective(27:23) Predictions for the Largest Company by 2030(33:27) Amazon's Subscription Revenue Growth(35:59) The Future of Alphabet and AI(39:57) Evaluating Major Tech Companies(44:43) Meta's AI Talent Acquisition Strategy(57:12) CoreWeave's Aggressive Expansion Plans*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Let's talk about Luxury Stocks, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

In this episode we answer emails from Ron, Michael, Jaime and Clare.  We discuss all the generosity bestowed on us and our charity, including the McKenna Man portfolio, a listener's personal portfolio and two-year experience, portfolio longevity issues and common myths thereabout, tax considerations and how to really enjoy retirement after accumulation.Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterMichael's Portfolio (unlevered) vs. a 70/30 since 2022: testfol.io/?s=fW46hjKw65MBreathless AI-Bot Summary:Money can buy you more wealth, but it can't buy you more time. This fundamental truth frames our deep dive into the stories of listeners who've transformed their financial futures through risk parity investing.We begin with Ron's creative McKenna Man Portfolio – a 100% equity allocation that makes quarterly charitable distributions while still growing steadily. Michael shares his journey from traditional investing to a risk parity approach that delivers impressive returns with dramatically lower volatility, proving these principles work in real-world applications.The heart of this episode tackles a question many struggle with: how to plan for extremely long retirement periods of 50+ years. Contrary to popular fear-mongering that suggests dramatically lower withdrawal rates, we explore research showing withdrawal rates tend to flatten over extended timeframes. Variable withdrawal strategies that adjust based on actual spending needs rather than rigid CPI increases can support withdrawal rates only slightly lower than traditional 30-year plans. For those concerned about longevity risk, slight adjustments to equity allocations or implementing rising equity glide paths provide additional security without sacrificing quality of life.Perhaps most powerful is Claire's story of transitioning to a work-optional lifestyle at 56, using risk parity principles to escape a high-pressure career and create space for relationships and experiences. Her wisdom cuts through financial noise with crystal clarity: "Don't worry about running out of money, worry about running out of time."When we reflect on Bronnie Ware's "Five Regrets of the Dying," none involve wishing for more wealth. They center on authentic relationships, self-expression, and allowing more happiness – precisely what proper financial planning should ultimately enable. The purpose isn't maximizing wealth, but confidently answering "how much is enough" so you can stop playing the accumulation game and start truly living.What would your life look like if financial fears no longer dictated your choices? Join our community at riskparityradio.com to continue the conversation.Support the show

President Trump said late Wednesday that a 50 percent U.S. tariff on imported copper and a 50 percent tariff on Brazil will take effect Aug. 1st, Certified Financial Planner Chad Burton of EP Wealth Advisors discusses planning for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

President Trump said late Wednesday that a 50 percent U.S. tariff on imported copper and a 50 percent tariff on Brazil will take effect Aug. 1st, Certified Financial Planner Chad Burton of EP Wealth Advisors discusses planning for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Copper Tariffs and Drug Tariffs, Adam Phillips Managing Director of Investments and Partner at EP Wealth Advisors discusses the markets, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Join our Founder & CEO, Fred Schonenberg, alongside Laura Plunkett, Vice President, Startup Engagement, Head of Comcast NBCUniversal LIFT Labs, and Marc Silberman, Partner at Comcast Ventures, for a fireside chat entitled From Pilots to Portfolios: Comcast's Integrated Corporate Growth Startup Strategy recorded earlier this year during the Global Corporate Venturing & Innovation Summit 2025. The discussion delves into how LIFT Labs' strategic pilots with business units seamlessly complement Comcast Ventures' investment strategy in adjacent and emerging markets, with a particular focus on AI technologies. VentureFuel is proud to serve as the operating partner for the new accelerator—focused on identifying and supporting startups that align with Comcast's strategic priorities.

Copper Tariffs and Drug Tariffs, Adam Phillips Managing Director of Investments and Partner at EP Wealth Advisors discusses the markets, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Trade situation causing markets to hit pause, Tesla reacting to the new Tax and Spend bill, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Trade situation causing markets to hit pause, Tesla reacting to the new Tax and Spend bill, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Many Tariff Deals could take place this week and this is also Earnings Week, Certified Financial Planner Chad Burton from EP Wealth Adivsors is Rob's special guest covering important tips to remember when planning for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Many Tariff Deals could take place this week and this is also Earnings Week, Certified Financial Planner Chad Burton from EP Wealth Adivsors is Rob's special guest covering important tips to remember when planning for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Where the Stock Market and the Economy is after the markets closed yesterday, What is the Financial Outcome of the Diddy Trial, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Where the Stock Market and the Economy is after the markets closed yesterday, What is the Financial Outcome of the Diddy Trial, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

June nonfarm payrolls rose by 147,000 well above the 110,000 forecast, The unemployment rate fell to 4.1 percent versus expectations for a rise to 4.3 percent, Certified Financial Planner Chad Burton and More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

June nonfarm payrolls rose by 147,000 well above the 110,000 forecast, The unemployment rate fell to 4.1 percent versus expectations for a rise to 4.3 percent, Certified Financial Planner Chad Burton and More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, A 20 percent tariff to be placed on Vietnamese exports to the US, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, A 20 percent tariff to be placed on Vietnamese exports to the US, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Fabrice Grinda is the co-founder and managing partner of FJ Labs, a venture capital firm that has invested in over 1,200 startups with more than 350 exits, including early investments in Alibaba, Flexport, and Delivery Hero. He previously built and sold three companies as CEO: Aucland (one of Europe's largest auction sites), Zingy (mobile media startup sold for $80M), and OLX (global classifieds platform operating in 90+ countries with 150M+ monthly users, acquired by Naspers).In this episode of World of DaaS, Fabrice and Auren discuss:Curiosity-driven investing and founder assessmentDiversified portfolios vs concentrated strategiesSecondary sales and exit strategiesAI tools transforming investment researchLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Fabrice Grinda on X at @fabricegrinda.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

S and P 500 slips to kick off second half of 2025, Closing out a stunning quarter, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

S and P 500 slips to kick off second half of 2025, Closing out a stunning quarter, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3196: Chris Reining explores how behavioral biases like the endowment effect and loss aversion distort investment decisions, often leading us to cling to poor choices out of fear or attachment. By asking a single powerful question, “Would I buy this today?” investors can cut through emotional baggage and make clearer, smarter decisions that optimize their portfolios. Read along with the original article(s) here: https://chrisreining.com/buy-it-now/ Quotes to ponder: “If I didn't own this stock or bond today, would I still buy it now?” “Investments don't care what price you paid.” “Anytime you don't sell, you buy.” Episode references: Stumbling on Happiness: https://www.amazon.com/Stumbling-Happiness-Daniel-Gilbert/dp/1400077427 Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks rose as increasing trade hopes among investors position Wall Street to close out a stunning month with even more record highs, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses your retirment plans, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Alternative Investments, Social Security Do-overs, Shaking credit card debt, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

The markets are also looking forward to less regulation in the banking sector, a shift from austerity to stimulus in Europe, and a less biting inflation and tariff environment, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, The S and P 500 rose slightly as investors watched to see if the benchmark index could return to its all-time high, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

Stocks rose while oil prices fell as investors bet that a delicate ceasefire between Israel and Iran would hold, Oil prices slipped more than 5 percent and were down 7 percent a day earlier, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors