All Episodes

#71 - Michael Hunstad, President of Northern Trust Asset Management: AI, Factors, and the Future of Investing (recorded 05/07)

#70 - Duncan MacPherson, Founder and CEO of Pareto Systems: How Advisors Build Businesses That Scale Beyond Themselves (04/20/26)

#69 - Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group: Building a Scalable Advisory Business With Purpose (recorded 04/16/26)

#68 - Sam Ro, Founder of TKer: Why Markets Climb the Wall of Worry and How Advisors Can Help Clients Stay Invested (recorded 04/01/25)

#67 - Dave Mazza, Chief Executive Officer, Roundhill Investments: ETF Innovation, Portfolio Construction, and the Changing Role of Diversification (recorded 03/25/26)

#66 - Dan Gallagher, Technology Columnist, Heard on the Street, The Wall Street Journal: AI Infrastructure, Software Disruption, and the Next Phase of Tech (recorded 03/20/26)

#65 Allison Bonds Mazza, Head of US Wealth at State Street, and James Seyffart, Senior Research Analyst at Bloomberg Intelligence (recorded 03/17/26)

#64 - Michael Taylor, Portfolio Manager at Simplify Asset Management: Healthcare Innovation, GLP-1 Competition, and the Future of Markets (recorded 03/11/26)

#63 - Geopolitics, Critical Technologies, and Industrial Reshoring with John O’Connor, CEO and Chairman, J.H. Whitney (recorded 03/04/26)

#62 - Market History, Sector Rotation, and Investor Discipline with Sam Stovall, Chief Investment Strategist, CFRA (recorded 02/19/26)

#61 - Technical Analysis, Trend Following, and Risk Management with Frank Cappelleri, Founder, CappThesis (recorded 02/11/26)

#60 - Portfolio Construction in an Era of Innovation with Shannon Saccocia, Chief Investment Officer for Wealth, Neuberger Berman (recorded 02/04/26)

#59 - Building a High-Value Advisory Practice with Ken Van Leeuwen, Managing Director of Van Leeuwen & Company: Planning Fees, Team Design, and Succession (recorded 02/03/26)

#58 - Jared Dillian, founder of Armington Capital,  on Risk, Sentiment, and Why Courage Matters When Markets Feel Easy (recorded 01/28/26)

#57 – Scott Helfstein, Global X Global Head of Investments on Geopolitics, AI, and the New “Automation Age” (recorded 01/21/26)

#56 – Bob Pisani, CNBC Stocks Correspondent (Ret.) on Markets, Media, and the Biggest Investing Mistakes He’s Seen in 35 Years (recorded 01/12/25)

#55 – Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management on 2026 Market Outlook, Global Growth, and What Could Break the Cycle (recorded 01/06/25)

#54 – Phillip "Felipe' Toews - Author & Founder/CEO of Toews Asset Management on The Behavioral Portfolio, Long-Duration Risk, and Why the 60/40 Model Breaks When History Matters (recorded 12/15/25)

#53 – Ron Baron and Michael Baron of Baron Capital on Long-Term Ownership, Conviction Investing, and Building Generational Wealth (recorded 12/10/25)

#52 – Julius de Kempenaer, creator of Relative Rotation Graphs on Relative Rotation Graphs, Sector Rotation Intelligence, and Why Momentum Still Rules the Markets

#51 – Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, on the “Jenga Tower Economy,” Policy Volatility, and What Could Shake Markets in 2025 (recorded 11/24/25)

#50 – ARK Investment Management's Founder & CEO Cathie Wood on AI, Robotics, and the Next 10 Years of Disruption (recorded 11/19/25)

#49 – Author and former chief investment strategist Jim Paulsen on Early-Cycle Signals, Pessimistic Sentiment, and Why This Bull Market May Be Younger Than It Looks (recorded 11/17/25)

#48 - Ethos Investment Management founder & CIO James Fletcher on Emerging Markets, Boots-on-the-Ground Alpha, and Building the Next Generation of Investors (recorded 11/10/25)

#47 - Fairlead Strategies founder and technical strategist Katie Stockton on Technical Analysis, Trend Discipline, and Building a Risk-Aware ETF (recorded 11/03/25)

#46 - Adam Patti, CEO and Co-Founder of VistaShares on AI Infrastructure, Electrification, and Building ETFs for the Next Supercycle

#45 - Cole Wilcox, CIO, Longboard Asset Management on Stock-Level Trend Following, Real Diversification, and When to Hit the T-Bill Brake (recorded 10/13/25)

#44 - Andy Kalbaugh, President at The Wealth Consulting Group on the Future of Financial Advisors, Business Succession, and Lessons from a Life in Leadership

#43 - Ashim Mehra on AI’s Frenetic Pace, Bubbles vs. Manias, and the Next Wave of Disruption (recorded 09/29/25)

#41 - Dr. Matthew Schwartz, MD and Dr. Thomas Dayspring, MD, FACP, FNLA on Cancer Innovation, Cardiovascular Disease Prevention, and What Everyone Needs to Know (recorded 09/15/25)

#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)

#39 - Fred Meissner, CMT- Owner of the Fred Report (recorded 08/25/25)

#38 - Meb Faber, CEO, Co-Founder and CIO of Cambria Investment Management, author, speaker, and podcast host The Meb Faber Show (recorded 08/18/25)

#37 - Carley Garner, DeCarley Trading (division of Zander) Senior Commodity Strategist, Broker, Author, Columnist (recorded 08/11/25)

#36- Zack Ellison, MBA, MS, CFA, CAIA, Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC (A.R.I.) (recorded 08/04/25)

#35 - Jan van Eck, CEO, VanEck (recorded 07/28/25)

The Bull of Wall Street #34 - Chuck Jaffe, Journalist, Host of “Moneylife with Chuck Jaffe”

#33 - Ed Clisshold, CFA, Chief U.S. Strategist, Ned Davis Research (recorded 7/14/25)

#32 Mike Green - Portfolio Manager and Chief Strategist, Simplify Asset Management (recorded 07/07/25)

#31 - Eli Horton, Managing Director, TCW, Portfolio Manager of TCW Transform Systems ETF (recorded 06/30/25)

#30 - Cliff Asness, Managing and Founding Principal, AQR Capital Management (recorded 06/23/25

#29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)

#28 - Anh Tran, CFP, Esq., Managing Partner, Sagemint Wealth (recorded 05/27/25)

#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy

#26- Jason Hsu, Founder, CIO, Chairman- Rayliant Global Advisors, Chief Economist- East West Bank, Co-Founder- Research Affiliates, Professor- UCLA (recorded 05/19/25)

#25 - John Bowman, CAIA- CEO, CAIA Association, Podcast Host/Board Member/Investment Committee Chair (recorded 5/12/25)

#24 - JB Hayes and Curt Fintel, co-founders of Variant Investments (recorded 04/28/25)

#23 - Jim Worden, CFA, CAIA, CMT and Talley Leger, Chief Market Strategist (recorded 04/21/25)

#22 - Adam Parker, CEO and Founder, Trivariate Research, former Chief US Equity Strategist and Global Director of Quantitative Research, Morgan Stanley and Sanford C. Bernstein (recorded 04/14/25)

#21 - Bob Elliot, Co-Founder and CEO Unlimited, Former IC and Head of Ray Dalio’s Investment Team, Bridgewater

#20 - Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

#19 - Ian Wenik, Editor, Citywire RIA at Citywire and Tobias Salinger, Chief Correspondent of Financial Planning at Arizent (recorded 03/17/25)

#17- Ryan Detrick, Chief Market Strategist,Sonu Varghese, Ph.D., Global Macro Strategist, both with Carson Group (recorded 3/11/25)

#18- Yie-Hsin Hung, President and CEO of State Street Global Advisors, 2025 Barron’s 100 Most Influential Women, 2024 Forbes- The World’s Most Powerful Women, etc. (recorded 3/10/25)

#16 - Dr. Claudia Sahm, Chief Economist, New Century Advisors, Founder of Sahm Consulting (recorded 02/19/25)

#15 - Dr. David Kelly - Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Funds (recorded 02/19/25)

#14 - Brian McMahon, Vice Chairman and Chief Investment Strategist and Managing Director at Thornburg (recorded 02/11/25)

#13 - Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, psychologist and author (recorded 02/10/25)

#12 - Jeff Chang, CFA- President and Co-Founder at Vest (recorded 02/06/25)

#11 - Peter Tuchman, “Einstein of Wall Street”, the longest-tenured trader on the NYSE (recorded 02/03/2025)

#10 - Sébastien Page, Head of Mulit-Global Asset and Chief Investment Officer at T. Rowe Price (recorded 01/27/2025)

#9 - Paisley Nardini, MD with Simplify, Jim Worden, CIO WCG, Talley Léger, CMS WCG (recorded 01/23/25)

#8 - Matthew Hougan, Chief Information Officer at Bitwise Asset Management (recorded 01/13/25)

#7 - Russ Koesterich (recorded 01/06/25)

#6 - Gina Martin Adams, Chief Equity Strategist and Global Director of Equity Strategy at Bloomberg LP (recorded 01/02/25)

#5 - Jim Paulsen, PhD (recorded 12/23/24)

#4 - Libby Cantrell (recorded 12/17/24)

#3 - John O'Connor, C. Allen Parker & Sean Edkins (recorded 12/02/24)

#2 - Neil Dutta (recorded 11/25/24)

#1 - Dan Ives & Ryan Detrick (recorded 11/11/24)