3min chapter

The Perfect RIA cover image

Bitcoin [Episode 284]

The Perfect RIA

CHAPTER

Navigating Investment Decisions and Client Goals

This chapter explores the intricacies of investment decisions, featuring Alaska Airlines' strategy in purchasing oil futures. It emphasizes aligning investments with personal financial goals while highlighting the risks of over-investment in volatile assets and the importance of diversification.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode