Balanced PM

XYPN
  • 5.0 (1)
  • Investing
  • Updated Monthly

Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight, each episode unpacks how portfolios are designed, managed, and refined over time.

Episodes

  1. Aug 19

    Ep #4: The Anatomy of Yields

    *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-WEB:4db70920-82da-4c90-a3c0-8a8598d0e878-1" data-turn-id-container= "request-WEB:4db70920-82da-4c90-a3c0-8a8598d0e878-1" data-testid= "conversation-turn-4" data-turn="assistant"> A 6% bond may look better than a 4% bond, but what's behind that extra yield? In this episode of Balanced PM, Joe Dunn and Andrew Almeida break down the risks behind bond yields, from credit and term premiums to inflation and interest rates, and explore what today's fixed income market means for client portfolios. Because the highest yield isn't always the best deal.

  2. Jul 22

    Ep #3: "Do I own SPCX?!" - Active Decisions Hiding in Passive Investments

    Passive investing isn't as passive as it sounds. Using the SpaceX IPO as a case study, Joe and Andrew reveal how index rules shape what you own, from which companies make the cut to how heavily they're weighted. Before you buy the market, it pays to know how that market was built.

  3. Jun 17

    Ep #2: Navigating Uncertainty

    In episode two of Balanced PM, hosts Joe Dunn and Andrew Almeida unpack why today's investing environment feels so fragile, with inflation easing but still above target, labor markets resilient yet showing cracks, weak consumer sentiment, and geopolitical risks that markets have largely ignored.

  4. May 20

    Ep #1: Breaking Down Stagflation

    In the debut episode of Balanced PM, hosts Joe Dunn and Andrew Almeida explore stagflation: what it is, why it's so challenging, and what today's warning signs may mean for advisors. They break down the history of stagflation in the U.S., current inflation and growth concerns, labor market signals, energy shocks, AI's potential impact, and the portfolio risks advisors should keep an eye on.

  • 4 Episodes

About

Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight, each episode unpacks how portfolios are designed, managed, and refined over time.

Information

  • Creator
    XYPN
  • Years Active
    2026
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © 2026
  • Show Website
    Balanced PM

You Might Also Like