Paul Kornfeld: Don't Fight the Market—Align With It
Listen on The Move When cash is outranking U.S. equities and gold sells off when it's supposed…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
The Party Always Ends—How to Build a Portfolio for The Morning After | Meb Faber
Listen on The Move The party always ends — and Meb Faber, one of the most data-driven…
Alfonso Peccatiello: You're not diversified. You just think you are.
Listen on The Move The bond market — not equities — is the most fragile and most…
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap | Jeremy Schwartz and Jeff Weniger
Listen on The Move While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
AI is Splitting the Market: The Hidden Winners Beyond NVIDIA with Spear's Ivana Delevska
Listen on The Move AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial…
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
Bitcoin Allocation 10–40%? Ric Edelman’s Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isn’t owning crypto—but ignoring it? In…
ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure
Listen on The Move Chances are, you're already using carry strategies in your portfolio—without even realizing it.…
How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
Listen on The Move 🎯 What if you could protect your portfolio during market crashes, boost returns,…
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
Listen on The Move Forget what you thought about merger arbitrage — it’s no longer out…
Outsmart the 60/40 Trap: How Return Stacking Changes the Game
This strategy adds alpha, cuts risk, and doesn’t touch your core portfolio.
Bond Voyage! Saying Goodbye to Traditional Diversifiers
When your “diversifiers” stop diversifying, what do you do? ETF analyst Tony Dong has a few ideas—some that…
The 'Trump Put' & How ETFs are Shaping Wild Markets
Can one word from a U.S. president really move markets by 8% in two hours? Bloomberg’s Eric Balchunas…
Doomberg: Policy Uncertainty is the New Systemic Risk
Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…