All Episodes
Episodes
The Myth of Market Timing and the Death of the Blue-Chip Dividend
Yield of Dreams, Brand Name Fraud, and Space X's Index Play
Market Highs, Fidelity Fee Traps, and the Right Way to See a Private Deal
Paul Tudor Jones is expecting the S&P 500 to do very little from here, Fidelity has shown its cards with some new ETF fees and the private deal may not be as exclusive as you think.
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Defending High Priced Advisors, Schwab's Crypto Plunge and Market Highs
The only thing more expensive than an AUM advisor is not having one, Charles Schwab decides complexity is your friend and somehow the stock market is hitting new highs.
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Ditching the Suits and Defying the Dips
What qualities do you need to possess to leave your financial advisor? How bad are corrections really? Find out!
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Allbirds Hit Zero, the Bots Hit "Buy": The Case for Boring Indexing.
Burton Malkiel reminds us why indexing is the best bet against an AI hyped market, AI Agents are now learning how to buy and sell for us, and Allbirds shoes teaches us an important lesson.
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Chips, Certifications and Cycles: Nothing is easy.
The chip boom snuck up on everyone but index funders, Howard Mark's predictions scrutinized and why you still need to be on your toes with a CFP.
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High School Finance, Defensive Advisors, and Why Wall Street Does Too Much
Riding Expansions, Debunking Wall Street, and AI's Limitations
Smart Sheets, Seoul Slumps and the Equal Weight Illusion
AI makes its way into Google Sheets allowing for expert advice regarding our balance sheets, the South Korean index crashes 18% and equal weight indexes may not always be as good as they seem.
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AI Panic, Yale's Equity Math, & The Poor Case for Active Funds
Citrini drops an AI article from the future that spooks markets, a Yale professor astutely recommends a larger equity allocation for most and sometimes advisors get it wrong.
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The Truth About Index Concentration, Private Equity, and an Interview With Nelson Hunt
Nelson Hunt returns! We discuss the particularities of Trump accounts as only an attorney could. You won't want to miss the riveting discussion on concentration risk and the shortcomings of Private Equity.
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