AWM Insights Financial and Investment News cover art

All Episodes

AWM Insights Financial and Investment News — 262 episodes

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Title
1

The Federal Reserve, Explained | AWM Insights #262

2

Building Your Portfolio's Foundation | AWM Insights #261

3

Markets Don't Only Go Up: Protecting Your Wealth in a Downturn | AWM Insights #260

4

Best Quarter in 6 Years? What the Media Didn’t Tell You About 2026 | AWM Insights #259

5

What the Smartest Minds in Tech Taught Us About Wealth, AI, and Venture Access | AWM Insights #258

6

The SpaceX IPO: Who Actually Won and a Better Way Into Private Markets | AWM Insights #257

7

Hype vs. Fundamentals: What Smart Investors Know About the SpaceX IPO | AWM Insights #256

8

Investing in Hype Markets that Don't Make Financial Sense | AWM Insights #255

9

Predictions Are for Fun, Not for Portfolios | AWM Insights #254

10

The IPO Trap: Why Chasing the Pop Is Just Gambling in Disguise | AWM Insights #253

11

Smart Investing in the Age of AI | AWM Insights #252

12

U.S. Debt at 100% and Proper Diversification | AWM Insights #251

13

Building Your Boat Before the Storm | AWM Insights #250

14

Al, Bubbles, and the 100-Year Family: Why Diversification Wins | AWM Insights #249

15

Is Private Credit a Popularity Contest? | AWM Insights #248

16

The Ceasefire Bounce: Short-Term Vote or Long-Term Weight? | AWM Insights #247

17

Markets, AI, and What You Can Actually Control | AWM Insights #246

18

Should You Get More Aggressive When Markets Decline? | AWM Insights #245

19

Am I Safe? Building a Portfolio That Can Weather Any Storm | AWM Insights #244

20

Short-Term Chaos, Long-Term Clarity: A Masterclass in Mental Performance | AWM Insights #243

21

Market Myths: Geopolitics vs. Reality | AWM Insights #242

22

Navigating the Uncertainty: Trump Tariffs, Supreme Court Rulings, and Your Portfolio | AWM Insights #241

23

The K-Shaped Economy: All-Time Highs vs. Real-Life Struggles | AWM Insights #240

24

Are Sports Teams the Next Big Investment? | AWM Insights #239

25

2026 Market Lessons: Gold, Bitcoin & Risk | AWM Insights #238

26

The Gold Rush of 2026: Speculation vs. Sound Investing | AWM Insights #237

27

Gold's Run: A Reminder on Investment First Principles | AWM Insights #236

28

Tariff Tantrum 2026: A Market Blip or Something More? | AWM Insights #235

29

Reflect and Refocus | AWM Insights #234

30

Professional Playbooks for Real Estate Investing | AWM Insights #233

31

Accessing Venture Capital Like a Pro | AWM Insights #232

32

Venture Capital | AWM Insights #231

33

Investing in Private Markets Like a Pro | AWM Insights #230

34

Gratitude, Volatility, and a Long-Term Perspective | AWM Insights #229

35

Fear in the Public Markets: How to React During Times of Market Tension | AWM Insights #228

36

Why Defense Wins Championships (in Investing & Sports) | AWM Insights #227

37

Investing in Public Markets – The Importance of Hitting Singles and Doubles in Your Portfolio | AWM Insights #226

38

Taking the Right Shot – How to Strategically Maximize Your Big Play Potential | AWM Insights #225

39

Playing the Long Game: How Elite Athletes—and Investors—Win Through Process, Not Hype | AWM Insights #224

40

Winning Decisions: Building Your Personal Playbook for Success | AWM Insights #223

41

Gold, Art, and Crypto — The Search for Value | AWM Insights #222

42

Foundations of Wealth: What Every Generation Can Learn | AWM Insights #221

43

Wealth in Motion: Going from Paycheck to Paycheck | AWM Insights #220

44

Trends Come and Go But Disciplined Investing Still Wins | AWM Insights #219

45

Interest Rates, Investing, and the Real Cost of Debt | AWM Insights #218

46

Quit Chasing Fads—Win With Legit Habits | AWM Insights #217

47

Should You Copy Politicians’ Trades? | AWM Insights #216

48

Can AI Beat the Market & What Does It Mean to Strikeout? | AWM Insights #215

49

Want to Be Wealthy? Don't Chase Investment Fads | AWM Insights #214

50

Pro Answers to Your Investment Questions | AWM Insights #213

51

When IPOs Soar and Speculation Strikes | AWM Insights #212

52

Smart investing strategies in turbulent crypto markets | AWM Insights #211

53

Wealth Playbook for Newly Drafted Pros | AWM Insights #210

54

Building Generational Wealth—Why Tiny Habits Matter Most | AWM Insights #209

55

International Markets Surge: Lessons in Diversification and Discipline | AWM Insights #208

56

Short-Term Turbulence Shouldn't Distract Long-Term Investors | AWM Insights #207

57

Don’t Panic: Staying Invested Amidst Global and Domestic Tensions | AWM Insights #206

58

Staying Disciplined in a Risk-On Market: Equity Rally, Crypto Speculation & Long-Term Investing | AWM Insights #205

59

S&P 500 Up 6%: Lessons in Disciplined and Diversified Investing | AWM Insights #204

60

Building Blocks of a Human-Centered Portfolio: From Cash to Private Markets | AWM Insights #203

61

Why You Need a Human-Centered Portfolio | AWM Insights #202

62

How to Create a Generational Wealth-Building Portfolio | AWM Insights #201

63

Why You Need to Build a Best-in-Class Portfolio | AWM Insights #200

64

Staying the Course: Long-Term Investing in Turbulent Times | AWM Insights #199

65

Tariffs, Valuations & Diversification | AWM Insights #198

66

Navigating Tariff Volatility | AWM Insights #197

67

Insights on Tariffs | AWM Insights #196

68

Strategic Tax Planning: Maximizing Wealth Beyond Tax Season | AWM Insights #195

69

Decoding Crypto's Comeback: Navigating Blockchain, Bitcoin ETFs, and Strategies| AWM Insights #194

70

Economic Trends and Market Insights | AWM Insights #193

71

Real Estate in the Multi-Generational Wealth Formula | AWM Insights #192

72

Building a Winning Portfolio | AWM Insights #191

73

Investing Beyond Elections | AWM Insights #190

74

Clarifying Misconceptions: The Real Impact of Elections on Markets | AWM Insights #189

75

Investing Through Elections with Evidence-Based Strategies | AWM Insights #188

76

Navigating Market Uncertainty and Elections in 2024| AWM Insights #187

77

A Year of Surprises and Resilience | AWM Insights #186

78

Reflecting on Your Financial Structure | AWM Insights #185

79

Measuring Your Financial Success | AWM Insights #184

80

Scheduling Your Financial Success | AWM Insights #183

81

Intentionally Personalizing Your Portfolio | AWM Insights #182

82

Building a Winning Plan | AWM Insights #181

83

Giving Thanks for Progress | AWM Insights #180

84

Discipline and Consistency in Moving Markets | AWM Insights #179

85

How Do Higher Interest Rates Impact Your Investments? | AWM Insights #178

86

Taking the Guesswork out of Investing | AWM Insights #177

87

Building a Thoughtful and Productive Financial Framework | AWM Insights #176

88

The Power of Consistency and Commitment | AWM Insights #175

89

The Science and Art of Investing | AWM Insights #174

90

The Multi-Dimensional Framework of a Family Office | AWM Insights #173

91

Focusing on What You Can Control | AWM Insights #172

92

Finding the Right Steward for Your Wealth | AWM Insights #171

93

The Essentials of Wealth and Risk Management | AWM Insights #170

94

Gathering, Preserving, and Expanding Your Wealth | AWM Insights #169

95

Magnifying the Impact of Your Wealth | AWM Insights #168

96

Keeping Investment Returns in Your Pocket | AWM Insights #167

97

How to Think About Income – The Types, Sources, and Tax Implications of Each | AWM Insights #166

98

Maximizing Your Physical, Intellectual, & Social Capital | AWM Insights #165

99

Expanding and Protecting Your Sources of Wealth | AWM Insights #164

100

Riding the Public Market Rollercoaster | AWM Insights #163

101

Putting Your Cash to Work | AWM Insights #162

102

How to Evaluate your Portfolio’s Performance | AWM Insights #161

103

The Importance of Behavioral Finance | AWM Insights #160

104

Patience and Persistence in the Markets | AWM Insights #159

105

The Importance of Consistency and Repeatability in Venture | AWM Insights #158

106

How to Build a Best-in-Class Venture Portfolio | AWM Insights #157

107

Selecting the Best Opportunities in the Private Markets | AWM Insights #156

108

How do we build our Venture Portfolio? | AWM Insights #155

109

Accessing the Private Markets | AWM Insights #154

110

Private Market Basics | AWM Insights #153

111

The Multigenerational Mindset | AWM Insights #152

112

The US Dollar and Economy | AWM Insights #151

113

The AI Wave and How It Impacts Your Portfolio | AWM Insights #150

114

The Basics of Private Market Investing | AWM Insights #149

115

Building Resilient Portfolios | AWM Insights #148

116

How Doing the Simple Things Wrong Can Be Disastrous | AWM Insights #147

117

Rewarded Factors and Outperforming the Market | AWM Insights #146

118

The Logic Behind Your Stock Holdings | AWM Insights #145

119

Focusing on What Matters and Tailoring Your Portfolio | AWM Insights #144

120

The Importance of Protecting What You Need and Risking What You Can | AWM Insights #143

121

How Robust Planning is Positioning Your Portfolio for Success | AWM Insights #142

122

Happy 30th Anniversary to Efficient Investing! | AWM Insights #141

123

Financial Statements and What Really Matters | AWM Insights #140

124

2023 Kick-off | AWM Insights #139

125

Year End Review: 2022 | AWM Insights #138

126

FTX, Inflation, and Navigating Hype Cycles | AWM Insights #137

127

Is a Recession Coming? | Insights #136

128

Two Simple Principles to Investing Success | Insights #135

129

Why Your Portfolio Can Beat the Competition | AWM Insights #134

130

How Your Portfolio Is Built To Win During Bad Markets | AWM Insights #133

131

1,982% Return: Are You Willing to Do What It Takes? | AWM Insights #132

132

Is A Recession Looming? | AWM Insights #131

133

Is The Market Healthy? | AWM Insights #130

134

What Rising Rates Mean For You | AWM Insights #129

135

Guide to Generational Wealth | AWM Insights #128

136

Aligning Impact and Intent | AWM Insights #127

137

What Protection Do I Need? | AWM Insights #126

138

Building a Family Focused Investment Plan | AWM Insights #125

139

One Net Worth and One Tax Rate | AWM Insights #124

140

Do You Need a Family Office? | AWM Insights #123

141

Is Ultra-High Net Worth Advice Different? | AWM Insights #122

142

What Can You Control In Investing? | AWM Insights #121

143

Emotions and Investing | AWM Insights #120

144

The Only Free Lunch | AWM Insights #119

145

Factors of Returns | AWM Insights #118

146

Pursue the Better Investing Experience | AWM Insights #117

147

The Costs of Market Timing | AWM Insights #116

148

Don’t Chase | AWM Insights #115

149

How Does Market Pricing Work? | AWM Insights #114

150

Investing in Private Real Estate | AWM Insights #113

151

Risks & Returns of Real Estate Investing |AWM Insights #112

152

The Rundown on Private Equity | AWM Insights #111

153

Finding the 10x Fund in Venture |AWM Insights #110

154

Why Does a Founder Raise Capital? | AWM Insights #109

155

How Does Venture Capital Investing Work? | AWM Insights #108

156

How to Participate in the Private Markets | AWM Insights #107

157

Should I Own Private Investments? | AWM Insights #106

158

How Should You React to Market Adversity? | AWM Insights #105

159

What Is An Index Fund? | AWM Insights #104

160

Are You Better Off Buying an Index Fund? | AWM Insights #103

161

Is Your Advisor Competent? | Brandon Averill, Justin Dyer | AWM Insights #102

162

Russian Invasion of Ukraine | Brandon Averill, Justin Dyer | AWM Insights #101

163

How Do You Find a Good Advisor? | Brandon Averill, Justin Dyer | AWM Insights #100

164

How to Invest Without Hiring a Professional | Brandon Averill, Justin Dyer | AWM Insights #99

165

What Does It Cost to Buy a Stock? | Brandon Averill, Justin Dyer | AWM Insights #98

166

NFTs Explained | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #97

167

Vehicles of Investing: What Am I Buying? | Brandon Averill, Justin Dyer | AWM Insights #96

168

Are You An Owner or Lender? | Brandon Averill, Justin Dyer | AWM Insights #95

169

Why We Invest in the First Place | Brandon Averill, Justin Dyer | AWM Insights #94

170

The Big Picture | Brandon Averill, Justin Dyer | AWM Insights #93

171

What Does Financial Structure Mean? | Brandon Averill, Justin Dyer | AWM Insights #92

172

Gambling vs Science | Brandon Averill, Justin Dyer | AWM Insights #91

173

Why Winners Keep Winning in Private Markets | Brandon Averill, Justin Dyer | AWM Insights #90

174

Superpowers of Investing | Brandon Averill, Justin Dyer | AWM Insights #89

175

What Type of Gifts Do You Buy? | AWM Insights #88

176

Ignoring Tax Planning is Expensive | Brandon Averill & Justin Dyer | AWM Insights #87

177

Efficient Markets in Action | Brandon Averill, Justin Dyer | AWM Insights #86

178

The Portfolio for Multi-Generational Wealth | Brandon Averill, Erik Averill, Justin Dyer |AWM Insights #85

179

Why am I Investing? | Brandon Averill, Justin Dyer | AWM Insights #84

180

How Should You Build Your Portfolio? | Brandon Averill & Justin Dyer | AWM Insights #83

181

When Is A Good Time To Invest? | Brandon Averill, Justin Dyer | AWM Insights #82

182

Where Should You Get Financial Advice? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #81

183

Market Predictions and Emotional Investment Decisions | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #80

184

What Should You Do During Market Volatility | Brandon Averill, Justin Dyer | AWM Insights #79

185

The Diamond Hands Myth | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #78

186

Does More Risk Always Mean More Return? | Erik Averill, Justin Dyer | AWM Insights #77

187

Risk Defined | AWM Insights #76 | Erik Averill, Justin Dyer | AWM Insights #76

188

Tuning out the noise of the “All-Time High” | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #75

189

Passive Income: Only for Real Estate Tycoons? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #74

190

Amateur vs Pro: The Importance of Asset Allocation | Erik Averill, Brandon Averill, Justin Dyer Insights #73

191

The Toolbox of Portfolio Construction | Erik Averill, Justin Dyer | AWM Insights #72

192

Human Capital Realized – Now What? | Brandon Averill, Justin Dyer | AWM Insights #71

193

Illiquidity Premiums in Real Estate and Private Equity | Erik Averill, Brandon Averill | AWM Insights #70

194

The Greatest Driver of Wealth Creation | Erik Averill, Justin Dyer | AWM Insights #69

195

Hire the Architect: Building Your Financial Structure | Erik Averill, Brandon Averill | AWM Insights #68

196

What Is The Fed and Why Should I Care? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #67

197

Is Inflation Here to Stay? | Brandon Averill, Justin Dyer | AWM Insights #66

198

How Does Inflation Impact Investment Portfolios? | Brandon Averill & Justin Dyer | AWM Insights #65

199

Is Real Estate Investing Better Than Stocks or Gold? | Erik Averill & Justin Dyer | AWM Insights #64

200

Jumping Into The Deep End? Learning How To Invest | Brandon Averill, Justin Dyer, Zach Miller | AWM Insights #63

201

Tesla, Crypto, Inflation & Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #62

202

Do You Know What Returns You Should Expect? | Brandon Averill, Justin Dyer | AWM Insights #61

203

Should You Keep Investing in What’s Winning Now? | Erik Averill, Justin Dyer | AWM Insights #60

204

Biden’s Capital Gains Tax Increase? What Can You Control? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #59

205

Market Timing? When to Get In or Out | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #58

206

Missing Significant Tax Savings? Pro Strategies: After-Tax Investing | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #57

207

Key #1 to Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #56

208

Invest Like a Pro | Erik Averill, Justin Dyer | AWM Insights #55

209

Beeple’s NFT Sells for $69 Million – Should You Get In? | Brandon Averill, Justin Dyer | AWM Insights #54

210

Capturing Outsized Returns in Private Markets | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #53

211

Should You Invest in Dave Portnoy’s BUZZ ETF? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #52

212

Cutting Through the Investment FOMO | AWM Insights | Financial and Investment News

213

How To Practically Think About Risk and Return | AWM Insights | Financial and Investment News

214

What Fantasy Sports Can Teach You About Investing | AWM Insights | Financial and Investment News

215

Market Highs, GameStop’s Historic Drop, How To Win the Stock Market Game | AWM Insights | Financial and Investment News

216

Gamestop, Robinhood & Crypto | AWM Insights | Financial and Investment News

217

Biden’s Executive Orders, ESG Investing & Your Portfolio | AWM Insights | Financial and Investment News

218

Will Biden’s $1.9 Trillion Stimulus Plan Impact My Portfolio? | AWM Insights | Financial and Investment News

219

Is Your Portfolio Safe? Capitol Chaos, The Blue Wave & All Time Highs | AWM Insights | Financial and Investment News

220

Bitcoin, Georgia Senate, Stimulus Checks and 2021 Markets | AWM Insights | Financial and Investment News

221

Should I Invest in Crypto? | AWM Insights | Financial and Investment News

222

How an Unprofitable Company Went Public with a $60 Billion Market Cap | AWM Insights | Financial and Investment News

223

COVID Vaccines and Long-Term Investing | AWM Insights | Financial and Investment News

224

Black Friday Market Impact |AWM Insights | Financial and Investment News

225

Fool's Errand | AWM Insights | Financial & Investment News

226

Luck Masquerading as Skill | AWM Insights | Financial & Investment News

227

Election Impacts on Portfolio | AWM Insights | Financial & Investment News

228

A Tax Boost for Your Portfolio | AWM Insights | Financial and Investment News

229

Focusing on the Process | AWM Insights | Financial and Investment News

230

An Absolute Must Have in Your Portfolio | Dave Plecha | AWM Insights Financial & Investment News

231

Avoiding the Investment Noise | AWM Insights | Financial & Investment News

232

Hims for Us? | AWM Insights | Financial & Investment News

233

Investing in Tik Tok US | AWM Insights | Erik Averill, Brandon Averill & Justin Dyer

234

A Period of Rising Inflation | AWM Insights | Financial & Investment News

235

Important Inflation News for Investors | AWM Insights | Financial & Investment News

236

Trump or Biden For Investment Returns | AWM Insights | Financial & Investment News

237

Finding The Next IPO Unicorn? | Brandon Averill, Justin Dyer | AWM Insights #26

238

Do Valuations Matter Anymore? | Erik Averill, Brandon Averill | AWM Insights #25

239

Is Biden Or Trump Better For Your Investment Returns? | Erik Averill, Brandon Averill | AWM Insights #24

240

Should You Invest In A SPAC? | Erik Averill, Brandon Averill | AWM Insights #23

241

Tech Stocks Are The Highest Performers – Should You Get In? | Erik Averill, Brandon Averill | AWM Insights #22

242

Where Does Gold Fit In Your Portfolio? | Erik Averill, Brandon Averill | AWM Insights #21

243

Is A Market Crash Inevitable? | Erik Averill, Brandon Averill | AWM Insights #20

244

Why Taxes Matter To Your Investments | Erik Averill, Brandon Averill | AWM Insights #19

245

What You Should Know About Earnings Season | Erik Averill, Brandon Averill | AWM Insights #18

246

Gambling Or Investing – Which Game Are You Playing? | Erik Averill, Brandon Averill | AWM Insights #17

247

Should COVID-19 Change Our Investment Decisions? | Erik Averill, Brandon Averill | AWM Insights #16

248

Should I Try To Day Trade? | Erik Averill, Brandon Averill | AWM Insights #15

249

The Upside Of Ownership | Erik Averill, Brandon Averill | AWM Insights #14

250

How To Get The Highest Returns | Erik Averill, Brandon Averill | AWM Insights #13

251

Characteristics Of A Long-Term Investor | Erik Averill, Brandon Averill | AWM Insights #12

252

Stock Market Vs Economy | Erik Averill, Brandon Averill | AWM Insights #11

253

Private Market Investing Like A Pro | Erik Averill, Brandon Averill | AWM Insights #10

254

Should I Stay In Or Jump Out Of The Markets During Uncertain Times? | Erik Averill, Brandon Averill | AWM Insights #9

255

Should I Invest In Real Estate? | Erik Averill, Brandon Averill | AWM Insights #8

256

Should I Invest In Oil? | Erik Averill, Brandon Averill | AWM Insights #7

257

What Is Asset Location? | Erik Averill, Brandon Averill | AWM Insights #6

258

What Is Tax-Loss Harvesting? | Erik Averill, Brandon Averill | AWM Insights #5

259

Is This The Bottom? | Erik Averill, Brandon Averill | AWM Insights #4

260

Staying The Course During A Downturn | Erik Averill, Brandon Averill | AWM Insights #3

261

What Is Rebalancing? | Erik Averill, Brandon Averill | AWM Insights #2

262

Navigating Financial Markets In Global Crises | Erik Averill, Brandon Averill | AWM Insights #1