Épisodes

  • The massive risk hiding inside your S&P 500 index fund

    The massive risk hiding inside your S&P 500 index fund
    Oct 21 2026
    The Bahnsen Group Chief Investment Officer David Bahnsen and Roundhill Investments Chief Investment Strategist Drew Pettit discuss the hidden dangers of top-heavy passive index funds.
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    27 min
  • 101426_TT_Justin Bergner and Michael Reinking_WEB

    101426_TT_Justin Bergner and Michael Reinking_WEB
    Oct 14 2026
    26 min
  • Why the traditional 60/40 portfolio might be dead

    Why the traditional 60/40 portfolio might be dead
    Oct 7 2026
    Catalyst Funds Chief Investment Officer David Miller and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander chat about the reality of the 60/40 portfolio in today's volatile economy, and break down why traditional investing strategies might fail you as interest rates rise and the national debt skyrockets.
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    27 min
  • The $3T AI spend, grid bottlenecks, and the indexing trap

    The $3T AI spend, grid bottlenecks, and the indexing trap
    Sep 30 2026
    Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto to map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom.
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    25 min
  • The AI panic, tech concentration, and Nvidia windfalls

    The AI panic, tech concentration, and Nvidia windfalls
    Sep 23 2026
    Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble.
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    26 min
  • Why human emotion is the biggest threat to your portfolio

    Why human emotion is the biggest threat to your portfolio
    Sep 16 2026
    New Age Alpha Chief Investment Officer Julian Koski and Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson discuss why the underlying economy is much stronger than the headlines suggest.
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    28 min
  • Hidden market risks of the AI financing trap

    Hidden market risks of the AI financing trap
    Sep 9 2026
    Host Kenny Polcari joins RBC Capital Markets' Amy Wu Silverman and HB Wealth's Gina Martin Adams to discuss the hidden risks lurking beneath a seemingly calm stock market.
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    22 min
  • The 5% yield trap: What to buy and sell right now

    The 5% yield trap: What to buy and sell right now
    Sep 2 2026
    Host Kenny Polcari joins FedWatch Advisors Chief Investment Officer Ben Emons and Barnum Financial Group Managing Partner Chris Kampitsis to break down how surging Treasury yields, geopolitical inflation, and tech fatigue are setting a trap for average investors—and exactly where you should move your money to stay safe.
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    26 min