The Talk Exchange by Regency Capital

Regency Capital
  • 5.0 (12)
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  • UPDATED WEEKLY

Neil Rose, Kawika Shoji and Arthur Mallet talk about financial markets, economics and investing. Thanks for joining us in trying to figure stuff out!

  1. 12/30/2025

    Year-End, Taxes, and Gifting

    Neil Rose and Kawika Shoji talk about taxes, gifting, and other housekeeping matters.

    40 min

  2. 02/20/2025

    The Love/Hate Relationship with Gold

    Kawika Shoji and Neil Rose discuss the relevance and performance of gold as an investment in the current market, the relationship between inflation and gold, and the increasing demand for gold as a hedge against uncertainty and risk.

    31 min

  3. 11/01/2024

    Magnificent Earnings

    Major Info Tech earnings announcements this week. Kawika Shoji gets some reactions and thoughts from Neil Rose on the tech sector now and going forward.

    46 min

  4. 10/30/2024

    Election Madness? Should We Worry?

    Kawika Shoji and Neil Rose discuss the potential market reactions to a Trump or Harris win on election day. How does Neil evaluate inflation?

    32 min

  5. 06/27/2024

    Keeping A Float: Insurance Deepdive

    Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.

    44 min

  6. 06/26/2024

    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.

    28 min

  7. 02/22/2024

    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

    36 min

  8. 02/22/2024

    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 process can minimize emotionally driven decisions.Why now is an interesting time for income investors.

    29 min
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Ratings & Reviews

5
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12 Ratings

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Neil Rose, Kawika Shoji and Arthur Mallet talk about financial markets, economics and investing. Thanks for joining us in trying to figure stuff out!

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