Balanced PM

XYPN
  • 5,0 (1)
  • Инвестиции
  • Ежемесячно

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.

Выпуски

  1. 17 июн.

    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.

    1 ч. 24 мин.

  2. 20 мая

    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.

    1 ч. 4 мин.
  • Выпусков: 2

Об этом подкасте

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.

Информация

  • Автор
    XYPN
  • Годы выхода
    2 тыс.
  • Выпуски
    2
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026
  • Сайт подкаста
    Balanced PM

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