Investor Insights
An overview on thoughts and lessons we have gleaned from 30+ years of helping clients from all over the globe meet their wealth-building goals.Podcasts
the-dog-or-the-owner
Published: July 18, 2016, 4:26 p.m.Duration: 13 minutes 31 seconds
Listed in: Business
dont-look-now
Published: July 18, 2016, 4:26 p.m.Duration: 19 minutes 33 seconds
Listed in: Business
the-real-surprise
Published: July 18, 2016, 4:26 p.m.Duration: 12 minutes 36 seconds
Listed in: Business
improving-links-in-the-chain
Published: July 18, 2016, 4:26 p.m.Duration: 14 minutes 30 seconds
Listed in: Business
more-haze-ahead
Published: July 7, 2016, 1:53 p.m.Duration: 23 minutes 24 seconds
Listed in: Business
half-done-already
Published: July 3, 2016, 11:48 a.m.Duration: 13 minutes 39 seconds
Listed in: Business
whats-next-happy-4th
Published: July 3, 2016, 11:48 a.m.Duration: 17 minutes 23 seconds
Listed in: Business
flocking-black-swans-1
Published: June 29, 2016, 6:46 p.m.Duration: 12 minutes 41 seconds
Listed in: Business
168476-168477-1
Published: June 29, 2016, 6:46 p.m.Duration: 12 minutes 49 seconds
Listed in: Business
toughest-task-common-sense-1
Published: June 29, 2016, 6:46 p.m.Duration: 14 minutes 27 seconds
Listed in: Business
the-future-and-predictions
Published: June 24, 2016, 6:21 p.m.Duration: 13 minutes 2 seconds
Listed in: Business
brasted-energy
Published: June 24, 2016, 6:21 p.m.Duration: 9 minutes 55 seconds
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thats-just-great
Published: June 24, 2016, 6:21 p.m.Duration: 11 minutes 54 seconds
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grab-some-popcorn
Published: June 20, 2016, 6:48 p.m.Duration: 14 minutes 21 seconds
Listed in: Business
30-trillion-anyone
Published: June 20, 2016, 6:48 p.m.Duration: 13 minutes 3 seconds
Listed in: Business
missing-the-point
Published: June 20, 2016, 6:48 p.m.Duration: 15 minutes 29 seconds
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never-richer
Published: June 12, 2016, 1:50 p.m.Duration: 11 minutes 39 seconds
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a-steady-hand
Published: June 12, 2016, 1:50 p.m.Duration: 18 minutes 29 seconds
Listed in: Business
is-it-that-simple
Published: June 12, 2016, midnightDuration: 13 minutes 9 seconds
Listed in: Business
money-for-nothing
Published: June 8, 2016, 11:43 a.m.Duration: 23 minutes 25 seconds
Listed in: Business
sooner-than-expected
Published: June 3, 2016, 7:56 p.m.Duration: 18 minutes 35 seconds
Listed in: Business
next-monster-summer
Published: June 3, 2016, 7:56 p.m.Duration: 14 minutes 15 seconds
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weekend-summary
Published: June 3, 2016, 7:56 p.m.Duration: 16 minutes 10 seconds
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character-shift
Published: May 27, 2016, 1:56 p.m.Duration: 8 minutes 47 seconds
Listed in: Business
2-trillion-dollar-failure
Published: May 27, 2016, 1:56 p.m.Duration: 13 minutes 57 seconds
Listed in: Business
simmering-under-the-surface
Published: May 18, 2016, 4:16 p.m.Duration: 15 minutes 39 seconds
Listed in: Business
not-really-terrible
Published: May 13, 2016, 6:43 p.m.Duration: 13 minutes 32 seconds
Listed in: Business
i-can-recall-a-time
Published: May 13, 2016, 6:43 p.m.Duration: 13 minutes 53 seconds
Listed in: Business
overlooking-the-obvious
Published: May 13, 2016, 6:43 p.m.Duration: 13 minutes 13 seconds
Listed in: Business
all-hat-no-cattle
Published: May 13, 2016, 6:43 p.m.Duration: 12 minutes 55 seconds
Listed in: Business
a-stack-of-needles
Published: May 6, 2016, 6:39 p.m.Duration: 10 minutes 22 seconds
Listed in: Business
out-of-left-field-1
Published: May 6, 2016, 6:39 p.m.Duration: 11 minutes 15 seconds
Listed in: Business
you-cant-always-get
Published: May 6, 2016, midnightDuration: 13 minutes 43 seconds
Listed in: Business
ghosts-of-mays-past
Published: May 2, 2016, 3:38 p.m.Duration: 13 minutes 32 seconds
Listed in: Business
shell-shocked-for-what
Published: May 2, 2016, 3:38 p.m.Duration: 13 minutes 28 seconds
Listed in: Business
40-days-and-40-nights
Published: May 2, 2016, 3:38 p.m.Duration: 13 minutes 15 seconds
Listed in: Business
wrong-measuring-sticks
Published: April 25, 2016, 7:47 p.m.Duration: 20 minutes 55 seconds
Listed in: Business
missing-the-drones
Published: April 25, 2016, 7:47 p.m.Duration: 14 minutes 2 seconds
Listed in: Business
vacations-over
Published: April 18, 2016, 4:05 p.m.Duration: 9 minutes 41 seconds
Listed in: Business
just-plain-foolish
Published: April 18, 2016, 4:05 p.m.Duration: 10 minutes 1 second
Listed in: Business
they-did-what
Published: April 18, 2016, 4:05 p.m.Duration: 7 minutes 38 seconds
Listed in: Business
the-next-100-percent-is-up
Published: April 18, 2016, 4:05 p.m.Duration: 11 minutes 12 seconds
Listed in: Business
the-system-is-just-fine
Published: April 18, 2016, 4:05 p.m.Duration: 8 minutes 48 seconds
Listed in: Business
laughable-yes
Published: April 18, 2016, 4:05 p.m.Duration: 9 minutes 37 seconds
Listed in: Business
about-all-that-borrowing
Published: March 28, 2016, 12:03 p.m.Duration: 10 minutes 34 seconds
Listed in: Business
apocalypse-later
Published: March 28, 2016, 12:03 p.m.Duration: 11 minutes 35 seconds
Listed in: Business
fed-chatter-and-politics
Published: March 28, 2016, 12:03 p.m.Duration: 13 minutes 33 seconds
Listed in: Business
out-of-left-field
Published: March 28, 2016, 12:03 p.m.Duration: 19 minutes 54 seconds
Listed in: Business
you-knew-this-was-coming
Published: March 11, 2016, 5:40 p.m.Duration: 11 minutes 16 seconds
Listed in: Business
ebb-and-flow
Published: March 8, 2016, 6:02 p.m.Duration: 10 minutes 47 seconds
Listed in: Business
spinning-tops
Published: March 8, 2016, 12:55 p.m.Duration: 13 minutes 44 seconds
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broken-is-better
Published: March 2, 2016, 5:39 p.m.Duration: 7 minutes 25 seconds
Listed in: Business
the-bubble-of-doom
Published: March 1, 2016, 6:09 p.m.Duration: 16 minutes 16 seconds
Listed in: Business
be-careful-what-you-wish-for
Published: Feb. 29, 2016, 7:39 p.m.Duration: 15 minutes 11 seconds
Listed in: Business
ah-yes-market-timing-right
Published: Feb. 23, 2016, 5:38 p.m.Duration: 20 minutes 46 seconds
Listed in: Business
no-more-bulls
Published: Feb. 23, 2016, 5:38 p.m.Duration: 9 minutes 27 seconds
Listed in: Business
the-valley-of-death
Published: Feb. 23, 2016, 5:38 p.m.Duration: 12 minutes 26 seconds
Listed in: Business
reaping-what-we-sowed-podcast
Published: Feb. 23, 2016, 5:38 p.m.Duration: 10 minutes 33 seconds
Listed in: Business
its-never-the-elephant
Published: Feb. 18, 2016, 8:51 p.m.Duration: 9 minutes 48 seconds
Listed in: Business
review-dec-30-2020
Published: Feb. 18, 2016, 6:34 p.m.Duration: 10 minutes 10 seconds
Listed in: Business
nothing-is-obvious
Published: Feb. 18, 2016, 6:12 p.m.Duration: 9 minutes 34 seconds
Listed in: Business
tomorrows-headlines
Published: Oct. 14, 2015, 7:04 p.m.Duration: 14 minutes 49 seconds
Listed in: Business
barbell-economy
Published: Oct. 1, 2015, 8:05 p.m.Duration: 11 minutes 33 seconds
Listed in: Business
subpar-recovery
Published: Sept. 24, 2015, 2:50 p.m.Duration: 16 minutes 53 seconds
Listed in: Business
lost-in-the-forest
Published: Sept. 23, 2015, 4:15 p.m.Duration: 20 minutes 50 seconds
Listed in: Business
wasted-china-fears
Published: Sept. 4, 2015, 2:50 p.m.Duration: 30 minutes 5 seconds
Listed in: Business
habits-of-investing-greats
Published: Aug. 30, 2015, midnightDuration: 20 minutes 33 seconds
Listed in: Business
the-toughest-thing-to-do
Published: Aug. 28, 2015, 5:57 p.m.Duration: 18 minutes 29 seconds
Listed in: Business
the-bigger-waves
Published: July 24, 2015, 3:44 p.m.Duration: 18 minutes 41 seconds
Listed in: Business
its-all-greek-to-me
Published: July 22, 2015, 3:49 p.m.Duration: 12 minutes 40 seconds
Listed in: Business
the-briar-patch
Published: July 9, 2015, 3:30 p.m.Duration: 21 minutes 13 seconds
Listed in: Business
whistling-past-the-rotation
Published: June 26, 2015, 3:01 p.m.Duration: 20 minutes 28 seconds
Listed in: Business
summer-haze-hides-upside
Published: June 19, 2015, 4:42 p.m.Duration: 21 minutes 15 seconds
Listed in: Business
some-good-news-for-once
Published: June 12, 2015, 3:40 p.m.Duration: 18 minutes 38 seconds
Listed in: Business
home-on-the-range-podcast-edited
Published: June 11, 2015, 11:58 a.m.Duration: 9 minutes 33 seconds
Listed in: Business
faith-or-fear-podcast
Published: June 6, 2015, midnightDuration: 16 minutes 19 seconds
Listed in: Business
so-many-myths-so-little-time-podcast
Published: June 5, 2015, midnightDuration: 17 minutes 12 seconds
Listed in: Business
a-perfect-storm-podcast
Published: June 4, 2015, midnightDuration: 15 minutes 10 seconds
Listed in: Business
crickets-podcast
Published: June 1, 2015, 3:42 p.m.Duration: 21 minutes 30 seconds
Listed in: Business
out-on-a-limb-podcast
Published: June 1, 2015, 3:42 p.m.Duration: 18 minutes 51 seconds
Listed in: Business
the-ghost-in-the-corner
Published: May 22, 2015, 7:10 p.m.Duration: 19 minutes 17 seconds
Listed in: Business
hell-in-a-hand-basket
Published: May 15, 2015, 4:09 p.m.Duration: 15 minutes 31 seconds
Listed in: Business
the-short-sellers-nightmare
Published: May 15, 2015, midnightDuration: 13 minutes 5 seconds
Listed in: Business
first-time-listeners-resource-guide
Published: May 13, 2015, 5:21 p.m.Duration: 9 minutes 40 seconds
Listed in: Business
the-coffee-can-portfolio
Published: May 12, 2015, 6:29 p.m.Duration: 14 minutes 17 seconds
Listed in: Business
the-us-barbell-economy
Published: May 11, 2015, 7:58 p.m.Duration: 15 minutes 55 seconds
Listed in: Business
when-the-future-is-more-clear
Published: May 10, 2015, 12:03 p.m.Duration: 13 minutes 40 seconds
Listed in: Business
techtonic-shift-in-energy
Published: April 23, 2015, 1:37 p.m.Duration: 15 minutes 56 seconds
Listed in: Business
The Five Most Expensive Words
Published: April 23, 2015, midnightDuration: 17 minutes 11 seconds
Listed in: Business
Secular Waves of Change
Published: April 16, 2015, midnightDuration: 13 minutes 34 seconds
Listed in: Business
philosophies-on-investing-part-1
Published: April 12, 2015, 11:30 a.m.Duration: 12 minutes 53 seconds
Listed in: Business