Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation
In this episode, we welcome back the esteemed Professor Scott Cederburg, Associate Professor of Finance at the University of Arizona. In this highly anticipated episode, Professor Cederburg revisits t...
21 Dec 20231h 9min
Episode 283: When Volatility is Risk, and Introducing The Money Scope Podcast
Today's episode features a series of in-depth segments, and includes a visit from our two favourite Marks; Mark Soth (aka The Loonie Doctor) and Mark McGrath! To kick things off we break down volatili...
14 Dec 202352min
Episode 282: Dr. Jim Grubman: The Psychology of Wealth
In this episode, we delve deep into the world of wealth management and family advisory services and explore the evolving landscape of financial wealth planning. Dr. James Grubman, a renowned expert in...
7 Dec 20231h 14min
Episode 281: Lifecycle Asset Allocation, and Retiring Successfully with Justin King
Today, we take a closer look at asset allocation through an empirical lens, by drawing on the work and data of Scott Cederburg and his new article 'Beyond the Status Quo: A Critical Assessment of Life...
30 Nov 20231h 5min
Episode 280: Shane Parrish: Clear Thinking in Everyday Life
In this episode, we delve into the complexity of navigating life's challenges, taking risks, fostering self-confidence, and honing problem-solving skills. Joining us is Shane Parrish, a best-selling a...
23 Nov 202359min
Episode 279: Stock Returns in Recessions, and FSRA's Approach to Regulation
In this episode, we start by learning about the complex relationship between recessions and stock returns before welcoming Huston Loke and Jordan Solway from the Financial Services Regulatory Authorit...
16 Nov 20231h 35min
Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns
If you dive deep into financial advisor fixed effects, you'll begin to understand that an advisor's own portfolio has a bigger impact on the portfolios of their clients than the characteristics of the...
9 Nov 202358min
Episode 277: The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning
During this episode, Financial Advisor and Associate Portfolio Manager Phil Briggs joins us to discuss the 'cash wedge' financial strategy. He also shares his motivation for joining PWL Capital after ...
2 Nov 202349min
