366 episodes

SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

SA For FAs Seeking Alpha

    • Business
    • 4.7 • 69 Ratings

SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

    Handling Speculation Demand Among Younger Clients

    Handling Speculation Demand Among Younger Clients

    Guest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his younger clients.
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    • 12 min
    The Asset Allocator: DIY Disasters Are Avoidable

    The Asset Allocator: DIY Disasters Are Avoidable

    The huge and rapid across-the-board gains of the current market make now the most relevant time to remind investors of the protective value of asset allocation. This podcast (5:46) argues that we should reduce risk and aspire to steady returns. While we cannot predict the future — indeed, because we cannot predict the future — we should plan our finances in such a way as to avoid calamitous outcomes.
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    • 5 min
    The Asset Allocator: Ron Surz On Protecting Boomers’ Portfolios From Today’s High Risk

    The Asset Allocator: Ron Surz On Protecting Boomers’ Portfolios From Today’s High Risk

    Ron Surz’s new book “Baby Boomer Investing in the Perilous Decade of the 2020s” offers guidance on protecting lifetime savings that now reside in the crossfires of financial disaster. He is making the book available for free this week, through May 28, on Amazon. In this podcast (21:34), Surz explains why he believes the 2020s are a time of heightened risk, how boomers, who are most exposed, can protect themselves from this risk, and how even those who have saved insufficiently can live a dignified retirement.
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    • 21 min
    The Asset Allocator: Intel’s Cure Precedes Its Illness

    The Asset Allocator: Intel’s Cure Precedes Its Illness

    Intel’s detractors criticize the company for falling behind competitors in data-center sales, for reducing buybacks and for declining profit margins. But it is when a company is down that its stock price provides an attractive entry point. This podcast (8:05) argues that Intel’s problems are fixable and that its new leadership appears to be busy fixing them now. And in the meantime, its stock sells at a modest price-to-earnings ratio of 12, a fraction of the industry average.
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    • 8 min
    The Asset Allocator: Economic Optimist Larry Siegel Doubts The Doomsayers

    The Asset Allocator: Economic Optimist Larry Siegel Doubts The Doomsayers

    Veteran investment research Laurence (Larry) Siegel’s response to all the doomsday stories in the daily news is his book “Fewer, Richer, Greener,” which offers a long view of the progress and economic growth our world has known, despite the proverbial bumps on the road. This podcast (20:40) challenges Siegel with a bit of the gloom and doom that we’re seeing. The financial analyst concedes that a sober view of markets is justified, but defends the view that the broader economy is progressing. In this interview and in his book, Siegel prefers to light a candle than to curse the darkness. 
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    • 20 min
    The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’

    The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’

    The Fed’s interventionist policies are the primary source of our current “everything rally,” and it is this same factor that will eventually upend it. This podcast (7:50) argues that discounted cash flows and other tools of fundamental analysis are compromised when the so-called risk-free rate of money has been openly distorted for so long, and why other factors are worthy of consideration. It also suggests that investors always be prepared for risk-off scenarios.
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    • 7 min

Customer Reviews

4.7 out of 5
69 Ratings

69 Ratings

lJP303 ,

Enjoy

Glad to see you are back. Enjoy your insight. Thanks

MIA737CA ,

I never miss an episode.

Good solid info with no hype

DNot ,

Concise, intelligent, and directly to the point

Gil Weinreich is consistently helpful and direct with advice for financial advisors. And with very short daily recordings, if you want to improve you business and your life, you can't find a better way to spend 6-12 minutes. Thank you Gil!

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