Episodes

  • #19 - The Psychology of Money
    Jul 30 2024

    In this episode, Meg joins Arish and Jeff to break down the most common behavioral biases that can impact your investment decisions. They cover over-confidence, loss aversion, mental accounting, and confirmation biases, explaining how these tendencies can influence your financial choices. Most importantly, they share practical insights and strategies to help you recognize and manage these biases, empowering you to make more informed and effective decisions with your money.

    Show more Show less
    32 mins
  • #18 - Crypto Clip: Is Crypto a Bipartisan Issue?
    Jun 28 2024

    In this episode, Jaime joins Jeff and Arish to discuss the excitement surrounding Ethereum spot ETFs and their potential impact on portfolios. They explore the similarities to the Bitcoin spot ETF, examining how market movements and investor flows might unfold for Ether. They spend time diving into the broader political sentiment towards cryptocurrencies, providing insights into how regulatory and political developments are shaping the overall crypto landscape.

    Show more Show less
    46 mins
  • #17 - The U.S. Economy: Fact vs Fiction
    May 29 2024

    In this episode, Arish Nurani and Jeff Cone debunk common misconceptions about the health of the economy, discuss the highs and lows in various market sectors, review trends in the unemployment rate, and compare the recent pullback in the S&P to similar past market fluctuations.

    Show more Show less
    29 mins
  • #16 - Giving Smarter: DAFs, QCDs, and Crafting Your Philanthropic Plan
    Apr 24 2024

    In this episode, Arish Nurani and Heather Gardner dive deep into the various vehicles for charitable gifts. The discussion ranges from cash gifts and donations of time to Qualified Charitable Distributions and Donor Advised Funds.

    Show more Show less
    29 mins
  • #15 - Market Moves: Our Fee & Active vs Passive Management
    Mar 25 2024

    In this episode, Arish Nurani and Jeff Cone compare and contrast active and passive management. After this deep dive, they pivot to a conversation on The Federal Reserve.

    Show more Show less
    35 mins
  • #14 - Crypto Clip: What the Spot Bitcoin ETF Means to You
    Feb 26 2024

    In this episode, Arish Nurani, Jaime Benedetti, and Jeff Cone explore a new way to own cryptocurrency; through ETF products that actually buy Bitcoin.

    Show more Show less
    31 mins
  • #13 - Market Moves: 2024 Market Expectations
    Jan 22 2024

    In this episode, Arish Nurani and Jeff Cone discuss a wide array of interesting topics including updated contribution limits, interest rates, inflation, markets, population growth, top ten continuants of the S&P for the start of each decade, and valuations.

    Show more Show less
    37 mins
  • #12 - Market Moves: 2023 Year in Review
    Dec 20 2023

    In this episode, we take a look back at 2023 and review the markets and economic conditions that shaped it. We’ll discuss the major events that impacted the global economy, including inflation and recession concerns. Arish and Jeff will provide insights into how these events affected different sectors and industries, and what we can expect in the coming year. Tune in to this special end-of-year episode for a comprehensive review of the markets and economic conditions of the past year and a glimpse into what the future holds.

    Show more Show less
    29 mins