Chuck & Michael Talk Investing

AssuredPartners Investment Advisors
  • 5.0 (7)
  • Investing
  • Updated Weekly

Welcome to Chuck & Michael Talk Investing, a monthly podcast where hosts Chuck Osborne and Michael Smith talk about investing and all things related in a way you can understand. Each episode explores a new topic anchored in current events that demystifies money management and investing for retirement. Chuck and Michael Talk Investing is presented by AssuredPartners Investment Advisors (APIA), a Gallagher company.

Episodes

  1. May 14

    Episode 26 – You’ve Been Lied to About Target Date Funds

    Let's explore the hidden sophistication in your retirement plan's "simplest" option. Chuck and Michael welcome special guest Andrew Jacobs van Merlen, Portfolio Manager for T. Rowe Price Target Date Strategies, for a conversation about the evolution of the $5.2 trillion target date retirement fund industry.

  2. Mar 13

    Episode 25 – Iran, AI, and the Dollar: What is Driving Emerging Markets?

    Chuck and Michael host Richard Thies from Driehaus Capital Management. Together they explore the forces shaping emerging‑market (EM) performance, including Iran, the value of the dollar, and AI. Let's explore.

  3. 11/19/2025

    Episode 24 – AI Speculation: Bubble or Boom?

    Chuck and Michael delve into the intriguing world of market bubbles, exploring the signs, the psychological factors at play, and the lessons learned from past market dynamics. Are we in an AI bubble today, and what does that mean for investors?

  4. 10/14/2025

    Episode 23 – Gold Rush 2.0: Commodity Supercycle?

    Chuck and Michael are joined by special guest Wasif Latif, Co-Founder, President & CIO of Sarmaya Partners. Chuck, Michael and Wasif discuss the current trends in commodities and how commodities move in supercycles. They explore investment strategies in commodities, focusing on gold markets, which coincidentally hit a record high the day they recorded this podcast.

  5. 09/10/2025

    Episode 22 – Jobs Crisis: Navigating Economic Slowdown

    In this episode, Michael Smith and Chuck Osborne delve into the pressing issue of job creation amidst an economic slowdown. They discuss the recent job reports, highlighting the challenges of not meeting the historical benchmark of 200,000 jobs per month. The conversation explores the impact of immigration changes, tariffs, and the broader economic implications. Tune...

  6. 08/12/2025

    Episode 21 – Data Lies: Understanding Economic Truths

    Knowledge is different than data. Chuck and Michael Smith discuss the complexities of data interpretation in economics, emphasizing the importance of understanding the context behind economic indicators. They explore the recent fluctuations in GDP and employment data, the impact of tariffs and trade deficits, and the nuances of job creation in relation to recession.

  7. 07/21/2025

    Episode 20: In Defense of Freedom

    In this episode, Chuck and Michael discuss the critical importance of liberty and economic freedom in the context of the current political landscape. Why is a money management podcast talking about freedom? They explore how freedom impacts markets, the misconceptions surrounding capitalism and socialism, and the critiques of capitalism as critiques of freedom. The conversation...

  8. 06/11/2025

    Episode 19: Locked Out: How Everyday Investors Lost Access to America’s Growth Engine

    There’s a noticeable decline in the number of publicly traded companies in the U.S. despite significant economic growth. The number of companies hasn’t actually decreased; instead, more companies are now privately held. This shift has changed the investment landscape: fewer opportunities for public investors to access early-stage, high-growth companies.

  9. 05/23/2025

    Episode 18: Drowning Out the Noise: How to Invest in Times of Volatility.

    When you’re making investment decisions, make sure you’re not basing your decisions on big headlines. Chuck and Michael discuss how the wise investor makes investment decisions based on the actual value of the investments. Let's explore.

  10. 03/19/2025

    Episode 17: Tariffs Don’t Put America First

    Why are international stocks outperforming U.S. stocks? Chuck and Michael discuss the economic impact of tariffs, the new trade war, and why the Trump administration's 'America First' policies are not yielding positive results in the markets. Let's explore.

  • 10 Episodes

Ratings & Reviews

5
out of 5
7 Ratings

About

Welcome to Chuck & Michael Talk Investing, a monthly podcast where hosts Chuck Osborne and Michael Smith talk about investing and all things related in a way you can understand. Each episode explores a new topic anchored in current events that demystifies money management and investing for retirement. Chuck and Michael Talk Investing is presented by AssuredPartners Investment Advisors (APIA), a Gallagher company.

Information

  • Creator
    AssuredPartners Investment Advisors
  • Years Active
    2023 - 2026
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © 2026 AssuredPartners Investment Advisors
  • Show Website
    Chuck & Michael Talk Investing