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42m 26s

Is the Fed's Next Move a Rate Hike? What...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Today
Florida Home Insurance Reform Is Working — And It Could Reshape the Entire Market
USAA is returning nearly one billion dollars to Florida policyholders following legal reforms that have dramatically reduced frivolous claims and litigation costs in the state's notoriously troubled insurance market. This is a powerful case study in how regulatory and legal envir ... Show More
42m 49s
Jun 10
Is the AI Trade Over? The Bear Case Against Hyperscaler Spending
After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about when, or if, those returns will materialize. This week's tech selloff and tumbling AI-related stocks s ... Show More
41m 23s
Jun 9
Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies
With markets simultaneously hitting record highs on AI optimism while facing war-driven inflation and potential rate hikes, some prominent voices are questioning whether passive index investing is still the right default strategy. We weigh the evidence on when active management o ... Show More
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