Why Bond Investing Is Easier Than Ever
Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved.Episode Spons...
7 Mai 202526min
Investing in Emerging Markets with Ali Akay
Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and So...
30 Apr 202534min
Is the Rest of the World Selling America?
The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12...
23 Apr 202519min
Where Are We Heading?
In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the i...
16 Apr 202526min
Is This the End of Globalization and Free Trade?
What will the impact be now that the U.S. has one of the highest tariff rates in the world?Topics covered include:Why the Trump administration raised tariffsHow the last round of U.S. tariffs led to h...
9 Apr 202521min
Should You Investment 100% of Your Retirement in Closed-End Funds?
We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.We also explore t...
26 Mar 202524min
What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries
How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier.Topics covered include:Two ways countries can increase their competitivenessHow savings always equals...
19 Mar 202522min
