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Podcast Archives
A forum for discussion of, and education in topics relevant to the high net-worth investor community.
April 15, 2025
Trade, Tariffs, Tumult, Trump, and Technology
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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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Season 1 Archive
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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