AWM Insights Financial and Investment News

AWM Capital
  • 5.0 (18)
  • Investing
  • Updated Weekly

A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

  1. 2d ago

    What the Smartest Minds in Tech Taught Us About Wealth, AI, and Venture Access | AWM Insights #258

    Join Mena Hanna and Brandon Averill as they recap powerful lessons from a two-day Annual General Meeting in San Francisco, where the brightest minds in venture capital, tech, and professional sports converged. This episode explores how AI is reshaping the value of intelligence, why human judgment remains irreplaceable, and what it takes to access today’s most exclusive venture opportunities. Packed with remarkable stories, fresh data, and practical wisdom for building multi-generational wealth, you’ll get a front-row seat to the real conversations shaping the future of investing and family legacies. Don’t miss a rare inside look at the relationships, strategy, and vision driving AWM’s approach in this new era. Chapters(00:00) Humans and AI—The Power of Collaboration(04:30) Inside the Annual Venture General Meeting(06:00) Venture Access and the Intellectual Revolution(09:00) Shifting Value and Human Oversight in Investing(14:00) Investing Discipline and Diversification in Tech(19:00) Human Element and Decision-Making in Wealth(21:28) Reflection—Going Inward Before Upward Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

    23 min

  2. Jun 19

    The SpaceX IPO: Who Actually Won and a Better Way Into Private Markets | AWM Insights #257

    Join us for this episode of AWM Insights as portfolio manager Mena Hanna sits down with Roger Ferguson, AWM's venture and private equity specialist and a former professional athlete. Together, they break down the recent SpaceX IPO, exploring what it means for investors—whether you’re early to the game, joining the retail wave, or navigating complex private market access. Roger and Mena share inside stories, sharp perspectives on venture capital, and practical strategies for building lasting wealth while avoiding costly mistakes. If you’ve ever wondered how the pros approach headline-making investments and what really matters when chasing generational returns, this episode is a must-listen. Chapters(00:00) Introducing the Team and Guest Insights(01:34) SpaceX IPO Highlights and Market Dynamics(05:00) Timing and Outcomes for Investors(08:00) Access Strategies and Fee Structures(10:14) Long-Term Approach and Diversification(12:40) Venture Fund Concentration and Market Efficiency(15:23) Retail Investor Impact and Lessons Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

    19 min

  3. Jun 15

    Hype vs. Fundamentals: What Smart Investors Know About the SpaceX IPO | AWM Insights #256

    In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna break down the buzz surrounding the historic SpaceX IPO. They examine the mechanics behind the IPO's massive valuation, offer candid opinions on market hype and intentional scarcity, and discuss the psychological traps that lure investors into chasing big headlines. With a clear-eyed look at risk, FOMO, and disciplined investing, this conversation brings professional expertise to one of the most talked-about financial events of the year. Whether you're curious about SpaceX or looking to sharpen your investment playbook, you won't want to miss these timely insights. Chapters(00:00) SpaceX IPO as a Historic Market Event(02:00) Share Structure and Intentional Scarcity(03:40) IPO Pricing Dynamics and Market Patterns(06:20) Hype, Human Behavior, and FOMO(08:30) Fundamentals vs. Valuation Concerns(12:04) AWM’s Long-Term Investing Approach(13:30) The Smart Entry Point and Investment Discipline Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

    18 min

  4. Jun 8

    Investing in Hype Markets that Don't Make Financial Sense | AWM Insights #255

    Justin and Mena unpack the current hype cycle: including the approaching SpaceX IPO at a reported $1.8 trillion valuation and Broadcom's $400 billion market cap loss. And they explain how 100-year families should think about investing when financial physics start to break down. Connect with Us Call or text: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters[00:00] Introduction — Hype markets, the SpaceX IPO, and what it means for 100-year investors[02:28] State of the Market — Post-Iran recovery, tech ripping, and a recent momentum shift[03:06] Broadcom's $400B Drop — What one guidance update revealed about hype cycle risk[04:43] P/E Ratios Explained — Why 80x earnings doesn't make financial sense; the historical average is 15–16x[06:38] Right-Sizing Your Exposure — Stay diversified, favor attractively valued companies, don't let hype positions run[09:55] The Shohei Analogy — Using your salary cap wisely when building a 100-year portfolio[11:43] The SpaceX IPO — Why playing IPOs is statistically a wealth-erosion strategy[13:44] You've Already Won the Lottery — The core 100-year family frame for navigating hype cycles

    16 min

  5. May 29

    Predictions Are for Fun, Not for Portfolios | AWM Insights #254

    This week Justin and Mena tackle the hottest market headlines, from SpaceX's eye-popping valuation to the effects of oil prices and inflation on investor portfolios. Backed by real data and hard-won experience, they break down the numbers, challenge the market hype, and share why disciplined decision-making trumps short-term bets for building 100-year family wealth. If you’re ready for candid opinions, memorable lessons from the field, and strategies to protect your legacy, this episode is a must-listen. Chapters(00:00) Forming Opinions Versus Disciplined Action(01:50) SpaceX Valuation and Market Hype(07:29) Short-Term Oil Prices and Geopolitical Impact(13:00) Fed Funds Rate Expectations and Inflation(15:58) Managing Fixed Income and Portfolio Risk Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

    20 min

  6. May 25

    The IPO Trap: Why Chasing the Pop Is Just Gambling in Disguise | AWM Insights #253

    In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna take a close look at IPOs, breaking down what an initial public offering truly means and how it fits—or fails to fit—into a disciplined, generational wealth strategy. They dig into headline-makers like SpaceX and discuss the realities behind IPO “pops,” market timing, and the long-term results data shows for investors. For families thinking beyond the next big story, Justin and Mena share expert perspectives on where real opportunities live and why chasing IPO hype rarely leads to lasting wealth. If you want to understand the true game plan for building and protecting multi-generational prosperity, this episode is essential listening. Chapters(00:00) Understanding IPOs and Public Markets(01:32) How IPOs Work and Access Points(04:40) IPO Day Pops and Lockup Periods(07:31) Challenges of Wealth Building via IPOs(09:36) Systematic Investing in Private and Public Markets(11:00) Early-Stage Access versus Pre-IPO Hype(13:00) Portfolio Strategy and Avoiding Forced Buying Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

    18 min

  7. May 15

    Smart Investing in the Age of AI | AWM Insights #252

    In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna dig into the hype and reality surrounding artificial intelligence and its impact on multi-generational wealth strategies. From the soaring valuations of data centers to the lessons hidden in recent market bubbles, they break down what families should know before investing in AI-driven trends. The conversation brings practical wisdom for long-term investors, highlighting when to tread cautiously, how to diversify effectively, and why the real winners might be the quieter “picks and shovels” businesses. Tune in for a timely, experienced perspective on navigating emerging technology cycles with your legacy in mind. Chapters(00:00) AI Hype and the Hundred-Year Family(01:00) Data Center Demand and Risks(03:31) Valuations, Bubbles, and Investor Caution(06:00) Lessons from High-Profile Speculation(07:52) Venture Capital Strategy and Diversification(10:56) Opportunity in Picks and Shovels Businesses(12:15) Public Markets and Managing Concentration Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

    18 min

  8. May 11

    U.S. Debt at 100% and Proper Diversification | AWM Insights #251

    Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they unpack the implications of the US national debt reaching 100% of GDP. In this episode, the team explores what this milestone means for families focused on building generational wealth, breaks down the latest market rally, and explains how debt levels can impact both fixed income and equity strategies. With a playbook built for the 100-year family, Justin and Mena share expert perspectives on why true diversification and sound portfolio construction matter now more than ever. Whether you're concerned about economic headlines or looking for practical investment wisdom, this conversation delivers timely insights you won't want to miss. Connect with Us Call or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) US Debt Reaches 100 Percent of GDP(03:12) Evaluating National Debt in Context(04:54) Long-Term Effects on Markets and Investing(07:58) Fixed Income Strategy Amid Rising Debt(11:30) Equity Market Rally and Narrow Leadership(14:14) The Risks of Overconcentration and Lasting Diversification

    18 min
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

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