Investment Wars

Fountainhead Asset Management
Investment Wars

We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end? At Fountainhead we regularly incorporate debate into our analytical process. Asking the hard question and parroting responses back to other’s who differ in their viewpoint and asking why it may be wrong. On this podcast, we seek to have meaningful, respectful debate on major themes within the economy and markets - Will globalization end, will China pass the US in overall GDP, will Robots take over the world? This is our effort to better understand the nuance and intricacies of market debate. Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that effect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

  1. FEB 24

    28. LA Fires - The Complexities of Insurance

    Debate: LA Fires - The Complexities of Insurance Featuring: Jerry Theodorou is the Director of the Finance, Insurance, and Trade Policy Program at the R Street Institute, a public policy research organization. In this role, he develops and promotes free-market public policy solutions to complex issues involving federal and state government interventions. In January, the LA area was ravaged by a series of devastating wildfires, notably the Palisades and Eaton Fires. Collectively there were over 16,000 structures destroyed, tens of thousands of evacuees, and 29 fatalities. Wildfires seem to be an annual event in California, destroying property and risking lives.  In today’s episode, we explore:How the insurance industry has coped historically with catastrophes.The current state of insuring property in places with high risks of events like fire, hurricanes, and flooding.The future of the insurance industry.  Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

    44 min
  2. FEB 5

    27. Innovation Episode - The Future of AI

    Debate: Innovation Episode - The Future of AI Featuring: Tejas Dessai is a Director of Thematic Research at Global X. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, and Reuters.  This is a timely conversation given the recent major release of DeepSeek V3 which upended the world of AI given its leap in efficiency – the claim is that it essentially matches the best available US models while being 20 – 50x cheaper to use. In this episode, Tejas and I have a broad conversation about AI and how it will affect the world, the economy, and the financial market going forward. We regularly reference Global X’s fantastic Charting Disruptions Outlook for 2025 and Beyond.  Topics Include: America’s position in the global race to lead on AIThe ecosystem supporting AIImplications on various industries and jobs given the continued growth of AI  Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

    39 min
  3. 12/23/2024

    26. Will the Fed Cut Rates in 2025?

    Debate: Will the Fed Cut Rates in 2025?   Featuring: JoAnne Bianco, CFA is a Partner and Senior Investment Strategist at BondBloxx. Bondbloxx is the first ETF issuer to focus solely on providing precision tools in managing exposures within Fixed Income Markets. Prior to joining Bondbloxx, JoAnne was a Senior Portfolio Manager at PPM as well as Director of Corporate Bond Research. She has over thirty years of relevant fixed income experience.     This is a timely conversation in understanding some of the economic characteristics the Fed reviews as well as the many moving pieces globally that affect inflation, jobs, and the economy in general.   Topics Include: How a Fed cut affects the economy and financial marketsA review of inflation concernsAn outlook on financial markets including expectations of Fed actions in 2025Link: BondBloxx 2025 Fixed Income Market Outlook provided by JoAnne Bianco Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

    43 min
  4. 11/25/2024

    25. Are We Entering a New Golden Age of US Manufacturing?

    Debate: Are We Entering a New Golden Age of US Manufacturing?   Featuring: Chris Semenuk is a fund manager at Tema ETFs where he is currently focusing on the theme of American Reshoring as captured in the American Reshoring ETF (Ticker: RSHO). Prior, Chris was with TIAA where he was a portfolio manager for a $5 billion equities mutual fund.   The decision of where to place the next factory has become more complex as the cost in China and other global manufacturing hubs has increased dramatically as have the geopolitical risks. In this episode, we discuss how this story has evolved over the last twenty years before digging into the realities in the US, China, and globally as related to manufacturing.   Topics Include: How the US is now competitive in areas of manufacturingIncreasing risks of global logistics (e.g., piracy, climate)Government intervention through subsidies (e.g., CHIPs Act) and tariffsNever miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

    47 min
  5. 09/04/2024

    22. What Will Jobs Look Like in 2040?

    Debate: What Will Jobs Look Like in 2040?   Featuring: Stephanie Aliaga, a Global Market Strategist with JP Morgan Asset Management assisting in formulating and communicating economic views, delivering timely commentary and maintaining forecasting models on behalf of JP Morgan. Additionally, Stephanie is on the committee that produces the long-term capital market assumptions underpinning JP Morgan’s strategic asset allocation process.   Please note JP Morgan’s AI Hub which further details some of the ways AI will affect the future of jobs, a discussion point on our podcast.   Last month, the Labor Department reduced its original estimate of jobs added in the prior year by 800,000! We explore why the large reduction as well as how many jobs adds are actually needed to maintain a humming economy prior to shifting focus on some of the characteristics affecting today’s job market. We further explore how innovations may change the look and feel of future jobs.   Topics include: Demographics and immigrations effect on net new jobs.AI and Robotics and what is in store for productivity.The state of jobs in 2040.Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

    40 min
5
out of 5
24 Ratings

About

We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end? At Fountainhead we regularly incorporate debate into our analytical process. Asking the hard question and parroting responses back to other’s who differ in their viewpoint and asking why it may be wrong. On this podcast, we seek to have meaningful, respectful debate on major themes within the economy and markets - Will globalization end, will China pass the US in overall GDP, will Robots take over the world? This is our effort to better understand the nuance and intricacies of market debate. Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that effect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

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