CCA PODCAST

Resources

A forum for discussion of, and education in topics relevant to the high net-worth investor community.

2025

April 15, 2025

Trade, Tariffs, Tumult, Trump, and Technology

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2024
December 31, 2024

FINANCIAL MATTERS: THE INTERVIEW

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December 5, 2024

FINANCIAL MATTERS: 5 Insights for 2025

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October 28, 2024

Quarterly update plus Anticipation and the Fed

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October 24, 2024

Financial Matters: Cyber-security Matters

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October 4, 2024

FINANCIAL MATTERS: IS THE FIRST CUT THE DEEPEST?

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September 11, 2024

FINANCIAL MATTERS: The UK National Debt

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August 25, 2024

Financial Matters: Hot Hot Summer, Will Smith & Katharine Hepburn

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August 15, 2024

The End of Chevron

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June 25, 2024

The Job Creating Slowdown Economy, our relationship with money, family financial matters, and Groucho Marx

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June 25, 2024

FINANCIAL MATTERS: WHAT IS IN A VALUATION?

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June 25, 2024

HOLISTIC MATTERS: THE US NATIONAL DEBT

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May 28, 2024

HOLISTIC MATTERS: Client podcast requests - showing interest in yields and family business dynamics

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May 21, 2024

FINANCIAL MATTERS: Mid Quarter Review - May 2024

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April 18, 2024

Financial Matters: What have ‘The Magnificent 7’ companies done for us lately?

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April 18, 2024

Financial Matters: The Federal Reserve and US Banking System

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April 2, 2024

Financial Matters: Inverted Yield Curve, Quarterly Review, and Bubbles or Bull

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March 25, 2024

Financial Matters: Taxes on Sunset: The Tax Cuts and Jobs Act of 2017

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March 20, 2024

Financial Matters: Artificial Intelligence

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March 4, 2024

Financial Matters: Strategic decision making and the game of Poker.

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February 29, 2024

Holistic Matters in Finance: Risk Management

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February 15, 2024

Financial Matters: The Velocity of Money

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February 14, 2024

Financial Matters: Market update and outlook

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