Episodes

  • Most tech funds blow off higher rates… and another fund just loves “higher for longer” 5/6/24
    May 6 2024

    Investment dollars flowing into tech funds are seemingly ignoring higher interest rates… with one major exception in a former sector darling. Plus, one fund is hoping for “higher for”… as long as possible.

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    26 mins
  • 100% downside protection? 4/29/24
    Apr 29 2024

    A new type of fund promises upside exposure – to a limit – but with 100% protection to the downside. How does it work? Plus, why it might face stiff competition from good old money market funds.

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    21 mins
  • Investing in hot private tech companies 4/22/24
    Apr 22 2024

    As more tech companies push off IPOs and stay private for longer, investors are hungering for ways to get in. Here’s two, but they’re not for everyone. Can the process be made more democratic?

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    26 mins
  • Commodities crosscurrents: geo-political, inflation & reflation 4/15/24
    Apr 15 2024

    Contrasting macro-economic indicators plus geo-political concerns are tugging commodities generally higher… but new money is only following part of the trade. Find out why.

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    26 mins
  • Gold beating stocks and bonds. Plus, can no one beat Buffett’s old edge? 4/8/24
    Apr 8 2024

    Gold at historic highs and beating stock and bond averages… but what’s the real driver? Plus, investment advice for the very long haul with Larry Swedroe, Director of research at Buckingham Strategic Partners.

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    43 mins
  • Back to bonds… because bonds are back with new tricks? 4/1/24
    Apr 1 2024

    With rates where they are, basic bonds could have another banner year. But a new breed of bond-related offerings could offer investors even more advantages.

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    27 mins
  • “Active”-ation: new way to bring new types of active management to market 3/28/24
    Mar 28 2024

    The definition of “active management” is changing… and so is the way novel approaches are being developed for the ETF industy

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    28 mins
  • Sign of top or another pop? Rush of Mag 7 & weight loss offerings hit 3/18/24
    Mar 18 2024

    We’ve seen it before in the ETF space – a slew of new ways to play a theme often signals a peak. But could it be different this time with Mag 7 and even the recent weight loss craze?

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    16 mins