PODCAST · business
Balanced PM
by XYPN
Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight, each episode unpacks how portfolios are designed, managed, and refined over time.
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Ep #2: Navigating Uncertainty
In episode two of Balanced PM, hosts Joe Dunn and Andrew Almeida unpack why today's investing environment feels so fragile, with inflation easing but still above target, labor markets resilient yet showing cracks, weak consumer sentiment, and geopolitical risks that markets have largely ignored.
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Ep #1: Breaking Down Stagflation
In the debut episode of Balanced PM, hosts Joe Dunn and Andrew Almeida explore stagflation: what it is, why it's so challenging, and what today's warning signs may mean for advisors. They break down the history of stagflation in the U.S., current inflation and growth concerns, labor market signals, energy shocks, AI's potential impact, and the portfolio risks advisors should keep an eye on.
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ABOUT THIS SHOW
Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight, each episode unpacks how portfolios are designed, managed, and refined over time.
HOSTED BY
XYPN
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Frequently Asked Questions
How many episodes does Balanced PM have?
Balanced PM currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Balanced PM about?
Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight, each episode unpacks how portfolios are designed, managed, and refined over time.
How often does Balanced PM release new episodes?
Balanced PM has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Balanced PM?
You can listen to Balanced PM on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Balanced PM?
Balanced PM is created and hosted by XYPN.
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