
In our third episode, we tackle the important truths about Alzheimer’s with expert Phyllis Ferrell. What is it? What does the research say about slowing versus curing the disease? How big is this battle? What can we do today? What opportunities exist for investors to address this challenge?
Jul 17, 2024
1 hr 10 min

In our second episode, we delve into the world of tail risk mitigation with thought leader David Dredge, the CIO for Convex Strategies. Simplifying the complex, David offers insights into a successful process for hedging risk for multi-asset portfolios, the challenges with traditional 60/40 portfolio allocations, and why the modern financial system based on “Sharpe World” needs a complete overhaul.
Jul 2, 2024
1 hr 19 min

In today’s inaugural episode we discuss the premises underlying the ongoing bull market in US equities and where those premises may be shaky with long time market veterans Larry McDonald and Rupert Mitchell. In addition, Larry and Rupert discuss a few of their favorite trades currently and discuss some Emerging Markets plays in India and Brazil.
Jun 27, 2024
1 hr 14 min
