On today’s show, we are first joined by Wes Crill, Senior Client Solutions Director & VP at Dimensional Fund Advisors to explore strategies for investing at all-time highs. Then we are joined by Tony Kelly, Co-Founder of BondBloxx ETFs to discuss investing in CLOs, differences between CLOs and high yield, and how CLOs fit in the private credit asset class.
Larry Ellison, Warrn Buffett and the labor market.
Some things I’ve learned from my time in wealth management.
Answering a question about emergency funds and cash as a strategic portfolio allocation.
On today’s show, we are live in Huntington Beach, California for Future Proof 2025.
On today’s Talk Your Book we speak with Ehren Stanhope from Canvas Custom Indexing about the evolution of investment products, why 2019 changed everything, how financial advisors are using Canvas with their clients and why technology is such an important component in this process.
Some lessons learned from 10 years at RWM.
You can’t trust sentiment readings anymore.
Some thoughts on historical valuations an what they mean for the current environment.
Bad stuff happens and the stock market still goes up.
