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A forum for discussion of, and education in topics relevant to the high net-worth investor community.
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| Episode | Date |
|---|---|
|
5 Insights of 2025 in Review!
|
Nov 28, 2025 |
|
Artificial Intelligence and the Quality of Life Plus 3rd Quarter 2025
|
Nov 14, 2025 |
|
Client Hot Buttons, Inflationary Expectations, and Nixon/Trump
|
Sep 29, 2025 |
|
Trade, Tariffs, Tumult, Trump, and Technology
|
Apr 29, 2025 |
|
The Interview
|
Dec 31, 2024 |
|
5 Insights for 2025
|
Dec 05, 2024 |
|
Quarterly update plus Anticipation and the Fed
|
Oct 28, 2024 |
|
Cyber-security Matters
|
Oct 24, 2024 |
|
Is the First Cut the Deepest?
|
Oct 04, 2024 |
|
The UK National Debt
|
Sep 11, 2024 |
|
The End of Chevron
|
Aug 29, 2024 |
|
Hot Hot Summer, Will Smith & Katharine Hepburn
|
Aug 26, 2024 |
|
The US National Debt
|
Jun 26, 2024 |
|
What's in a Valuation?
|
Jun 24, 2024 |
|
The Job Creating Slowdown Economy, our relationship with money, family financial matters, and Groucho Marx
|
Jun 21, 2024 |
|
Europe in 2024!
|
Jun 10, 2024 |
|
Mid Quarter Review - May 2024
|
May 28, 2024 |
|
Client podcast requests - showing interest in yields and family business dynamics
|
May 21, 2024 |
|
What have 'The Magnificent 7' companies done for us lately?
|
Apr 18, 2024 |
|
The Federal Reserve and US banking system
|
Apr 18, 2024 |
|
Inverted Yield Curve, Quarterly Review, and Bubbles or Bull
|
Apr 02, 2024 |
|
Taxes on Sunset: The Tax Cuts and Jobs Act of 2017
|
Mar 25, 2024 |
|
Strategic decision making and the game of Poker
|
Mar 04, 2024 |
|
Holistic Matters in Finance: Risk management
|
Feb 29, 2024 |
|
The velocity of money
|
Feb 15, 2024 |
|
Market update and Outlook
|
Feb 14, 2024 |
|
Behavioral investing
|
Jan 09, 2024 |
|
Holistic Matters in Finance: Digital Assets and Investment planning
|
Jan 09, 2024 |