All Episodes
Private Markets Hide Distress Through Misleading Metrics
Uncover how private credit and equity metrics deceive investors, revealing hidden risks and inflated returns through PIK interest and PME paradoxes.
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Optimizing Retirement Tax Planning Beyond Fear-Based Narratives
Optimize retirement taxes by strategically spending taxable accounts first, preserving tax-advantaged funds for Roth conversions during your "golden years."
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Harnessing Inertia and Biases for Improved Investor Outcomes
Harness inertia with smart defaults to boost investor outcomes, as inaction is the most powerful force in finance. Discover how understanding human biases leads to greater financial well-being and happiness.
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Personalized Portfolios: Adherence Over Theoretical Optimization
Build portfolios you can stick with by aligning investments with your life needs and time horizons, not just chasing returns. Temporal diversification prevents forced selling during downturns.
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Holistic Retirement Planning -- Beyond Finance to Purpose and Relationships
Retirement success means planning for purpose and relationships, not just money, to transform extended lifespans into fulfilling opportunities.
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Global Diversification and AI Productivity Boosts Amid US Equity Rotation
Global diversification is crucial as emerging markets and Europe offer compelling growth, while US equity outperformance may not sustain due to high valuations.
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Active Management Alpha Generation in Inefficient Municipal Bond Market
Leverage technology and deep credit analysis to exploit municipal bond market inefficiencies, generating alpha by identifying overlooked opportunities and managing risk proactively.
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Proactive Planning for Successful Aging and Caregiving
Plan for aging proactively: "Time travel" with elders, set family boundaries, and secure legal and financial plans to ensure your wishes are met.
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Financial History Reveals Recurring Risks and Enduring Resilience
Chronic U.S. deficits deviate from historical norms, breaking a pattern of debt reduction after emergencies, which now risks future crisis response capacity.
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Dividend Investing Strategies for a Shifting Market Landscape
Dividend stocks are poised for a breakout in 2026 as frothy tech valuations shift, offering defensive resilience and attractive international yields over 3% versus US yields of 1.1%.
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Active Management's Edge in Fragmented Bond Markets
Active bond management exploits market fragmentation and complexity, offering consistent outperformance where passive indexing risks unintended exposures and systemic vulnerabilities.
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