Ask Avidian

Avidian Wealth Solutions
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  • UPDATED BIWEEKLY

Ask Avidian is a biweekly finance and wealth podcast hosted by Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions. Each episode breaks down timely topics like market trends, Federal Reserve decisions, tax strategies, investment approaches, emerging technologies in finance, personal cash-flow optimization, and smart wealth planning—always with practical, no-nonsense insights designed to help high-net-worth individuals and families make clearer decisions in a noisy financial world. Whether you're navigating rate cuts, liquidity events, AI-powered tools, or simply trying not to overreact to headlines, Ask Avidian delivers thoughtful conversations that cut through the noise.Website: https://avidianwealth.comAbout Jake Borbidge: https://avidianwealth.com/team-member...Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

  1. 5D AGO

    Navigating 2026's Market Mayhem

    In this episode of Ask Avidian, Chief Investment Officer Jake Borbidge unpacks early 2026 market turbulence, covering: President Trump's nomination of Kevin Warsh as Fed Chair (replacing Jerome Powell in May), sparking debates on Fed independence and a more hawkish policy stanceLimited expectations for near-term rate cuts amid the leadership transitionThe dramatic commodities crash in gold and silver, pulling back sharply from their 2025 record highsOngoing pressures in the tech sector driven by massive AI capital expenditure (CapEx) burdensConcerns over eroding software moats as viral personal AI agents lower barriers to entryThe blockbuster SpaceX-xAI merger, valuing the combined entity at $1.25 trillion ahead of a rumored $1.5T+ IPODisclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    31 min
  2. Unpacking a $400M Insurance Scheme: Real-World Finance Lessons from LANDMAN

    12/17/2025

    Unpacking a $400M Insurance Scheme: Real-World Finance Lessons from LANDMAN

    Join Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning at Avidian Wealth Solutions, as they dissect a pivotal scene from the most recent episode of the Paramount+ show, LANDMAN. The discussion centers on a massive insurance payout exceeding $400 million for a destroyed offshore oil rig—diverted through a separate entity into illiquid private investments, with ties to tax strategies like asset depreciation, reinvestment loopholes, and captive insurance structures. Jake and Robert separate dramatic flair from financial reality, exploring how large insurance claims are actually handled, the dangers of misdirecting proceeds, IRS red flags associated with captives, liquidity risks in private equity (including lock-up periods and steep penalties), and the nuances of PIK (Payment-In-Kind) interest. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    16 min

  3. 12/12/2025

    Private Equity Invades College Sports, Fed Rate Cuts, and Critical Year-End Tax Moves

    In this timely end-of-year episode, CIO Jake Borbidge and Head of Financial Planning Robert Palmer discuss the landmark deal where a private equity firm invested $500 million for a significant non-controlling interest in the University of Utah athletics, marking the first time a public university has brought in PE capital for its sports program. They break down the rapid rise of sports as an investable asset class, examine liquidity realities, and explore the potential conflicts that arise when public institutions mix with profit-driven investors. The conversation then turns to current markets, including the Fed's latest rate cut, mixed reactions across indexes, pressure on AI leaders such as Oracle, rotation into smaller caps, and signs that investor risk aversion is quietly increasing. Finally, with only weeks left in 2025, Jake and Robert share urgent year-end planning actions, including: Locking in the full charitable deductions at 37 cents on the dollar before the benefit shrinks in 2026Tax-loss harvesting opportunities (and why crypto still has no wash-sale rule)Maximizing QBI, Section 179 expensing, and bonus depreciation while they remain permanentLatest private credit update: rising PIK usage, non-accrual loans, and early stress in cyclical sectorsWhether you’re fascinated by the monetization of college football or need to button up your 2025 tax strategy, this episode has you covered. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    41 min

  4. 11/25/2025

    Bill Audits, Shutdowns, and Santa Rallies

    On this episode of Ask Avidian, the guys cover practical personal finance steps—from auditing expenses to using modern family office tools—to streamline cash flow and simplify money management. We break down key market themes, including the muted impact of the government shutdown, behavioral finance dynamics, inflation pressures, Fed policy signals, and the Q4 outlook. We also explore private markets, highlighting AI-driven venture trends, rising private credit risks, and the importance of strong due diligence as alternatives become more accessible to investors. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    39 min
  5. Logan Henderson from Gridline

    10/16/2025

    Logan Henderson from Gridline

    In this episode of Ask Avidian, Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, hosts Logan Henderson, CEO of Gridline, for an in-depth discussion on alternative investments. He details how Gridline's innovative platform leverages AI for efficient deal evaluation, delivers real-time portfolio transparency, and prioritizes high-quality fund managers to mitigate risks associated with overly accessible vehicles that may encounter liquidity constraints. Learn more about Gridline: gridline.co Gridline Advisors, LLC is a registered investment adviser. This podcast is for informational purposes only and should not be construed as investment advice or an offer to sell or solicitation to purchase interests in any investment fund or security. Any discussion of investment strategies, opportunities, or performance is general in nature and may not be suitable for all investors. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. For more information about Gridline's advisory services, please refer to our Form ADV Part 2A, available at adviserinfo.sec.gov.   Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    22 min

  6. 09/18/2025

    Decoding Fed Moves and Exploring Wealth Strategies

    In this episode of the Ask Avidian podcast, Robert Palmer, Director of Financial Planning, and Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, dive into the implications of the recent Federal Reserve rate cut and its impact on markets, investments, and personal finance.  From the thawing IPO market to private credit strategies and business exit planning, they explore how economic shifts influence wealth management decisions. With practical insights on tax optimization, mortgage trends, and navigating liquidity events, this episode offers valuable guidance for investors and business owners alike. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    34 min

  7. 09/05/2025

    AI, Taylor Swift, and Government Investments: Unpacking Today’s Economic Trends

    In this episode of the Ask Avidian podcast, hosts Robert Palmer and Jake Borbidge dive into the latest economic and tech trends shaping the world. From the surprising efficiency of Chinese AI in coding to its potential limitations under censorship, they explore how AI is evolving globally. The conversation shifts to Taylor Swift’s engagement and its unexpected economic ripple effects, from wedding industries to household formation. Plus, they tackle the U.S. government’s controversial investment in Intel, debating its implications for national security, crony capitalism, and market dynamics.  Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    36 min

  8. 09/05/2025

    Powerball Pitfalls, Private Markets, and NFL Billions

    On this episode of Ask Avidian:  What are the risks of hitting the $1.7 billion Powerball jackpot? How big players like Goldman Sachs and T. Rowe Price are making private market investments a hot new option for your 401(k). Plus, with the NFL season starting, why are the Dallas Cowboys worth a jaw-dropping $13 billion, even if they don’t always win? Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

    31 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Ask Avidian is a biweekly finance and wealth podcast hosted by Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions. Each episode breaks down timely topics like market trends, Federal Reserve decisions, tax strategies, investment approaches, emerging technologies in finance, personal cash-flow optimization, and smart wealth planning—always with practical, no-nonsense insights designed to help high-net-worth individuals and families make clearer decisions in a noisy financial world. Whether you're navigating rate cuts, liquidity events, AI-powered tools, or simply trying not to overreact to headlines, Ask Avidian delivers thoughtful conversations that cut through the noise.Website: https://avidianwealth.comAbout Jake Borbidge: https://avidianwealth.com/team-member...Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.

Information

  • Creator
    Avidian Wealth Solutions
  • Years Active
    2024 - 2026
  • Episodes
    30
  • Rating
    Clean
  • Copyright
    © 2026 Ask Avidian
  • Show Website
    Ask Avidian