Charles Rotblutt, Vice President of the American Association of Individual Investors and seasoned CFA charterholder, dives into how emotions can steer investment choices more than actual market changes. He discusses the impact of market sentiment, emerging opportunities in small-cap stocks, and the significance of diversification amidst volatility. Charles highlights the evolving landscape of investing, contrasting traditional strategies with speculative trends, while emphasizing the urgent need for balanced portfolios to navigate current economic challenges.

Kevin Bambrough, a finance and private equity expert, shares his inspiring transformation from a high-powered career to prioritizing well-being. He discusses the critical link between stress management and health, driven by a life-altering experience. Kevin dives into the science of mitochondria, revealing how to enhance mental and physical performance. He emphasizes the role of purpose and passion in achieving peak performance and reflects on creating positive feedback loops for personal growth, ultimately guiding listeners toward self-discovery and fulfillment.

Join Axel Merk, Founder and CIO of Merk Investments, as he shares his expertise in gold and risk management. He discusses the transition from tech investments to managing $1.6 billion in gold assets, offering insights into the nuances of hedging. Axel highlights the psychological aspects of investing during downturns and the strategic role of gold in economic instability. He also examines the impact of fluctuating energy costs on gold mining and delves into the exciting potential of AI in future investment forecasting.

Meb Faber, Founder and CIO of Cambria Investment Management, shares his expertise on ETF fund strategies and tax-efficient investing. He dives into the shift from mutual funds to ETFs, emphasizing innovative approaches like open enrollment for new funds. Meb discusses the benefits of shareholder yield and details the unique 351 exchange for tax optimization. He also unveils plans for a global endowment-style ETF and offers insights on navigating market volatility, including the stark differences between U.S. and foreign stocks.

Seth Cogswell, founder of Running Oak and a proponent of rules-based investment strategies, dives deep into the distinction between fiduciary advisors and asset gatherers. He reveals the importance of genuine financial stewardship and client relationships in investment management. The conversation also highlights the untapped potential of mid-large cap stocks and the pitfalls of emotional trading. With insights on disciplined investment strategies, Seth equips both advisors and investors with tools for sustainable growth amid market fluctuations.

Robin Wigglesworth, editor of FT Alphaville and author of a book on index funds, delves into the world of bond market volatility and its implications. He discusses the recent turbulence in U.S. Treasury yields and how bonds serve as indicators of systemic risks. The conversation highlights the disparity between U.S. and European markets, particularly in the context of potential political changes, and raises concerns over inflation and private credit. Optimism surfaces in Europe and Japan, hinting at shifting financial landscapes despite historic challenges.

Join Howard Chan, the founder and CEO of Kurv Investment Management, as he unpacks the nuances of balancing income and growth in investment portfolios. Discover how recent SEC rule changes are making sophisticated, tax-efficient strategies accessible through ETFs. Howard discusses an innovative yield premium ETF that transforms tech stock volatility into steady income, ideal for retirees. He also sheds light on momentum-weighting strategies and covered call writing, revealing how these methods reduce risk while keeping growth potential alive.

Darius Dale, the founder of 42 Macro and a leading figure in institutional macro risk management, shares his innovative strategies for navigating macroeconomic challenges. He argues that traditional market approaches are outdated and emphasizes the importance of real-time observations. The discussion covers the potential risks of an 'equity winter', the dynamics of fiscal policy, and how momentum plays a crucial role in market timing. Darius also explores the complexities of inflation and the evolving nature of risk management in today's financial landscape.

Michael Kramer, founder of Mott Capital, dives into the perplexing world of stock market highs amid falling earnings. With a rich background in trading and portfolio management, he discusses the DAX and S&P 500 indices defying expectations. He emphasizes the impact of global valuations, questioning the sustainability of high profit margins. Their conversation also touches on cryptocurrency dynamics and the potential role of economic revitalization under new leadership, blending strategic long positions with bearish insights to navigate the current financial landscape.

Join Jay McAndrew, an ETF specialist at Columbia Threadneedle, and Nicole Vance, a client portfolio manager specializing in municipal bonds, as they dive into the intricate world of municipal bond investing. They challenge Chicago's conventional financial ratings and share fascinating insights into navigating fiscal complexities post-election. Nicole reflects on her journey in fixed income while discussing promising tax-exempt investment opportunities. Explore strategies for high-yield municipals, the benefits of ETFs, and the role of technology in enhancing credit analysis.