Épisodes

  • Two biggest drivers through year’s end 9/15/25
    Sep 15 2025

    Choose your adventure: fed decisions or tech dominance… or maybe, both? A nuanced game-plan is in order, and we have two novel ways to play.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    13 min
  • Getting paid to follow Bill Ackman? 9/8/25
    Sep 8 2025

    High-income ETFs are all the rage right now. To help itself stand out, one company is playing off some of the biggest names in investing. But will the sequel do as well as the original? Plus, find out the what’s resonating with the youngest of individual investors.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    23 min
  • Hedging September Volatility with value and the under-valued 9/3/25
    Sep 3 2025

    September is already volatile and we haven’t even had a Fed meeting yet! Now might be the right time to look into the “value” promise of AI… and add some under-valued sectors as cheap insurance.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    14 min
  • Power plays & international intrigue 8/25/25
    Aug 25 2025

    Amid geo-political waves, smart money is diving below the surface of two markets sectors to find calmer, potentially more productive waters.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    13 min
  • Gold back to gaining after a slide 8/18/25
    Aug 18 2025

    Amid geopolitical and domestic uncertainty, gold is trending higher again after backtracking. History suggests there is yet more room to run. Plus, a covid-period-like warning sign to take note of.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    18 min
  • Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/11/25
    Aug 11 2025

    Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    12 min
  • ETFs for tax efficiency, the momentum run and broadening out from Big Tech 8/4/25
    Aug 4 2025

    Investors continue to favor market cap weighted indices, but it might be time to consider diversifying after July’s fund inflows. Plus, getting tax efficient with ETFs. We examine Astoria’s approach with its US Enhanced Core Equity ETF. Todd Rosenbluth, VettaFi director of research, and Bruce Lavine, Astoria Portfolio Advisors head of ETFS and COO, discuss all.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    11 min
  • Trump Admin’s new impacts on ETFs 7/28/25
    Jul 28 2025

    From cryptocurrencies to competition with mutual funds… recent and upcoming policy out of Washington is changing the landscape for big portions of the ETF industry.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    27 min