In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation.

We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today.

The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products.

From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class.

Timestamps:

00:00 — Introduction to Prediction Markets

00:36 — Origins in Politics & Academia

01:49 — U.S. Regulation & Emerging Companies

03:51 — Evolution & Future of Prediction Markets

09:06 — Are Prediction Markets Investing or Gambling?

11:16 — Key Risks & Considerations

13:30 — Final Thoughts & Takeaways

Read the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/

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🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

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In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today’s elevated market environment.

We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.

You’ll learn:

What defines a financial bubble

How investor psychology, FOMO, and high valuations fuel unsustainable growth

Whether modern trends like AI and crypto show signs of bubble behavior

How bubbles can form even during strong economic conditions

Practical strategies for navigating “frothy” markets

Why diversification and discipline matter more than ever

Timestamps:

00:00 — Introduction to Investment Bubbles

00:37 — What Creates a Financial Bubble?

02:04 — Valuation Factors & Market Psychology

05:40 — Historical Bubbles: Tulip Mania

09:45 — Lessons from the Dot-Com Bubble

14:38 — Are Today’s AI & Crypto Trends Bubbles?

17:50 — Final Thoughts & Practical Investment Advice

If you’re trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:

LinkedIn: https://www.linkedin.com/company/walknercondon

Facebook: https://www.facebook.com/walknercondon

Instagram: https://www.instagram.com/walknercondon/

Twitter/X: https://twitter.com/walknercondon

🌍 Thinking about investing internationally? In this episode of Gimme Some Truth, the Walkner Condon team breaks down American Depositary Receipts (ADRs) — what they are, how they work, and when they make sense for investors seeking global exposure.

Learn the benefits and risks of ADRs, plus discover alternative ways to invest internationally, from buying shares directly on foreign exchanges to managing portfolios across multiple currencies.

Our advisors also share insights into the unique challenges U.S. expats face when building global portfolios — including regulatory hurdles and custodial complexities — and how Walkner Condon provides tailored, client-focused solutions for international investors.

⏱️ Chapters & Key Topics

00:00 Introduction to ADRs

00:25 Understanding ADRs and Their Benefits

01:28 Challenges and Considerations with ADRs

05:17 Alternative Investment Options

09:13 Walkner Condon’s Unique Offerings

12:00 Conclusion and Final Thoughts

💡 What You’ll Learn

What are ADRs (American Depositary Receipts) and how do they work?

- The pros and cons of using ADRs for international investing

- How to diversify globally through direct foreign investments

- Key considerations for U.S. expat investors managing multi-currency portfolios

- How Walkner Condon’s global expertise supports international clients

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:

LinkedIn: https://www.linkedin.com/company/walknercondon

Facebook: https://www.facebook.com/walknercondon

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions.

The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape.

🕒 Episode Chapters

00:00 – Introduction & Guest Overview

01:03 – Understanding Section 351 Funds

01:50 – Meb Faber’s Experience and Insights

03:45 – Use Cases and Fund Mechanics

06:21 – Diversification & Portfolio Structure

09:24 – Real-World Context & Applications

14:25 – Broader Market Perspectives

28:02 – Closing Thoughts & Disclaimers

🎙️ Connect with Meb Faber

Website (Cambria Investment Management): ⁠https://cambriafunds.com⁠

Podcast – The Meb Faber Show: ⁠https://mebfaber.com/podcast⁠

Twitter/X: ⁠https://twitter.com/MebFaber⁠

🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: ⁠https://walknercondon.com⁠

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: ⁠https://usexpatinvesting.com⁠

📣 Connect with Us on Social Media:

LinkedIn: ⁠https://www.linkedin.com/company/walknercondon⁠

Facebook: ⁠https://www.facebook.com/walknercondon⁠

Instagram: ⁠https://www.instagram.com/walknercondon/

How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?

In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.

Check out our new Epic Stock Financial Planning Guide

⁠www.walknercondon.com/epic⁠

🔎 Topics include:

Epic stock structure and evolution

Understanding 83(b) elections

Managing stock loans and risk

Using direct indexing and donor-advised funds

Planning for vesting, exit, and retirement

This content is for informational purposes only and not intended as tax or investment advice.

⏱️ Timestamps:

00:00 – Intro: What makes Epic stock unique

01:00 – Alicia’s background at Epic and initial exposure to equity

02:15 – How Epic’s stock plan has changed over time

04:30 – Why it's important to understand what you own

06:00 – Vesting, taxation, and the W-2 surprise

07:45 – 83(b) election explained: benefits and risks

10:30 – Exit planning: start early to expand your options

12:45 – When Epic stock becomes "real money"

14:10 – Investment strategy: what to consider before leaving

15:40 – Direct indexing for tax efficiency

17:00 – Donor-Advised Funds: grouping charitable giving

19:00 – Planning around fluctuating income and loan terms

21:15 – Why family and spouse income must be considered

23:00 – The role of personal goals in equity planning

24:30 – How to prepare for a financial planning meeting

Read our blog post on Donor-Advised Funds: ⁠https://walknercondon.com/blog/what-is-a-donor-advised-fund/⁠

Read our blog post on Direct Indexing: ⁠https://walknercondon.com/blog/introduction-to-direct-indexing/ ⁠

#EpicStock #EquityCompensation #83BElection #TaxPlanning2025 #DirectIndexing #DonorAdvisedFunds #GimmeSomeTruthPodcast #ExitPlanning #EmployeeStockPlans #EpicSystems

For more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠

Visit our website for more financial planning resources and educational information: https://www.walknercondon.com

————————————————

ADD US ON:

LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc⁠

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In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.

They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.

Key Topics Covered

Q3 Market Recap – Momentum in U.S. and international stocks

Global Market Trends – International equities and broader outlook

Economic Resilience – How the economy withstands tariffs and headwinds

Federal Reserve & Rates – Possible interest rate cuts and their impact

Inflation & Currency Shifts – Managing volatility in a changing market

Consumer Spending & Housing – Real estate trends shaping demand

Q4 Outlook – Key themes and expectations for the coming quarter

Episode Timestamps

00:00 – Introduction and Overview

00:37 – Q3 Market Recap

01:52 – International Stocks and Broader Market Trends

03:11 – Economic Resilience and Tariffs

05:19 – Federal Reserve Policies and Interest Rates

07:58 – Currency and Inflation Concerns

12:17 – Consumer Spending and Real Estate

14:18 – Q4 Outlook and Themes

19:22 – Conclusion and Final Thoughts

READ THE BLOG POST FOR MORE INFO:

https://usexpatinvesting.com/blog/2025-q3-investment-summary/

🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:

LinkedIn: https://www.linkedin.com/company/walknercondon

Facebook: https://www.facebook.com/walknercondon

Instagram: https://www.instagram.com/walknercondon/

Twitter/X: https://twitter.com/walknercondon

In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal’s Non-Habitual Residence (NHR) tax program and their impact on US expats.

They cover the origins and benefits of the NHR program, the implications of the US–Portugal tax treaty, and why a recent arbitration ruling confirmed that US citizens should not be taxed on capital gains in Portugal due to the treaty’s savings clause.

The conversation also includes practical guidance on working with accountants, understanding new tax rules, and preparing for life abroad. For Americans living in Portugal—or considering the move—this episode delivers essential insights into the evolving international tax landscape.

Timestamps

00:00 – Introduction to the Episode

00:30 – Understanding NHR: What It Is and Why It Matters

01:12 – The Rise and Fall of the Original NHR Program

01:38 – Tax Implications for US Expats in Portugal

03:26 – The Capital Gains Tax Controversy

07:58 – Recent Developments and Legal Challenges

10:23 – Practical Advice for Expats

17:57 – Conclusion and Final Thoughts

18:43 – Disclaimer and Additional Information

🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:

LinkedIn: https://www.linkedin.com/company/walknercondon

Facebook:https://www.facebook.com/usexpatinvesting/

Instagram: https://www.instagram.com/walknercondon/

Twitter/X: https://twitter.com/walknercondon

In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors.

We cover everything from the basics of crypto and stablecoins to their real-world applications, highlighting the benefits, challenges, and risks these digital assets bring. Learn how the GENIUS Act is reshaping cross-border transactions, what it means for international remittances, and the tax implications and regulatory concerns expats should prepare for.

Whether you’re an expat managing money abroad, a crypto-curious investor, or simply interested in the future of digital currencies, this episode will give you valuable insights into how cryptocurrency and stablecoins may transform financial planning and global investing.

Read the blog post for more information on the GENIUS Act: https://usexpatinvesting.com/blog/what-the-genius-act-means-for-us-expats/

Episode Breakdown:

00:00 – Introduction and Today’s Topic

00:38 – Understanding Crypto and Stablecoins

05:29 – Legislation and the GENIUS Act Explained

07:39 – Practical Uses and Challenges of Stablecoins

17:45 – Tax Implications and Regulatory Concerns

22:04 – Investment Perspectives and Final Thoughts

For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/

Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com

————————————————

ADD US ON:

LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc

Facebook: https://facebook.com/usexpatinvesting

#expatfinance

#InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast