11 episodes

Neil Rose and Arthur Mallet talk about ideas and mistakes in the search for worldly wisdom and better wealth, health, and life. Thanks for joining us in trying to figure stuff out!

The Talk Exchange by Regency Capital Regency Capital

    • Business

Neil Rose and Arthur Mallet talk about ideas and mistakes in the search for worldly wisdom and better wealth, health, and life. Thanks for joining us in trying to figure stuff out!

    Market Update

    Market Update

    Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.

    • 27 min
    Common Client Questions

    Common Client Questions

    Neil Rose gives candid responses to common client questions that Kawika Shoji has received in these past weeks.Active vs Passive InvestingOpportunities outside the Magnificent SevenTaking chips off the tableREITs and spinoffs

    • 35 min
    The P Word (Performance)

    The P Word (Performance)

    Neil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm. Past performance is never indicative of future results but looking back at the All-Weather Absolute Return, Balanced & Diversified, All Stock, Global Stock and Income Plus results as a way to evaluate process is always a valuable tool. Long-Term vs. Short-Term view of performance.The emotional components of investing. How leaning into a proces...

    • 28 min
    Sizing Does Matter

    Sizing Does Matter

    Episode 008 | Sizing Does Matter

    • 24 min
    Springtime for Income

    Springtime for Income

    Episode 007 | Springtime for Income - Neil Rose and Arthur Mallet explain why the historic drop in bond prices—amid a bear market in stocks, no less—is raising longer-term income generation in Regency Capital portfolios. Also discussed: inflation and macro-ideas, asset “balance”, how to think about losses and losing, buying cheaper, and position sizing.

    • 58 min
    Bonds in Free Fall

    Bonds in Free Fall

    Episode 006 | Bonds in Free Fall - Investors have noticed the correction in stocks and a growing chance of recession. But the real carnage has come from the bond market. Neil Rose and Arthur Mallet discuss the ramifications of an asset class that's not as safe as people think.

    • 34 min

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