Balanced PM

XYPN
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  • 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. 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.

    1h 4m
  • 1 Episode

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
    2K
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026
  • Show Website
    Balanced PM

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