Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Listen on The Move Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The End of the Options-Based Income ETF Trade-Off
Listen on The Move The options income ETF industry just crossed $1 trillion in assets — and…
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Listen on The Move Larry Swedroe has spent 30 years proving the market will almost always beat…
The Covered Call ETF Gap | Convexitas' Devin Anderson and Zed Francis
Listen on The Move Most investors think they fully understand what they own — Devin Anderson and…
The ETF Bubble Nobody Is Talking About | Dave Nadig
Listen on The Move The ETF industry has never been more powerful — or more crowded. Dave…
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…
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.…