AWM Insights Financial and Investment News

AWM Capital
  • 5.0 (19)
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

  1. Sep 9

    Roger Ferguson Jr. - Part 3: Real Wealth-Building Advice for the Next Generation | AWM Insights #269

    In Part 3 of our conversation with Roger Ferguson Jr., former Vice Chairman of the Federal Reserve and former President and CEO of TIAA, we get tactical. We ask his opinion about Odell Beckham Jr.'s claim that $100 million isn't enough to build generational wealth, and Ferguson agrees and disagrees in the same breath: the number is real, but the math of a multi-generational family changes everything. From there, the conversation moves through diversification, spotting real opportunity versus hype, the investing mistakes he'd never repeat, and the mentors who shaped how he thinks about wealth. He closes with the phrase he'd put on a billboard for the next generation: and it isn't about money at all. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters[00:00] Ferguson's advice to his 20-year-old self: save relentlessly and start now[01:39] Is $100 Million Enough?[04:13] Diversification As A Discipline[07:01] Spotting Real Opportunity vs. Hype[10:45] Investing Mistakes He Wouldn't Repeat[13:38] Mentors, EQ, and IQ[15:28] Ferguson's closing wisdom for the next generation

  2. Sep 1

    Roger Ferguson Jr. - Part 2: Reading the Fed, AI, and the Cracks in Capitalism | AWM Insights #268

    In Part 2 of our three-part series, Roger Ferguson Jr. gives his unfiltered read on the Fed's credibility under new Chair Kevin Warsh, compares today's AI investment boom to the dot-com bubble he watched unfold as Fed Vice Chairman, and shares what actually worries him about the future of capitalism. Connect with Us: Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters[00:00] The state of the Fed under new Chair Kevin Warsh[01:02] The Fed's five-year miss[03:13] How much patience the market will give the new chair[04:46] AI vs. the dot-com bubble[08:17] Where systemic risk actually sits this time[09:17] The Fed's blind spot[10:32] What Ferguson is optimistic about[10:59] What keeps him up at night

  3. Aug 25

    Roger Ferguson Jr. - Part 1: The Making of a 1Hundred Year Family Mindset | AWM Insights #267

    Roger Ferguson Jr. has held two of the most consequential seats in American finance: Vice Chairman of the Federal Reserve and, later, CEO of TIAA, where he nearly tripled assets under management while steering the company through the Global Financial Crisis, COVID, and more. In Part 1 of our three-part conversation, Roger traces the dining-room-table discipline that shaped him, his philosophy on raising kids who earn their own confidence, and the preparation habits that turned "Roger who?" into the Fed's second-most-powerful voice in under two years, all the way through to the values-driven investing chapter he's building now. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters[00:00] Introduction[00:02] The Dining Room Table[00:08] Money As A Tool, Not A Scorecard[00:16] Sweeping The Shed At Harvard[00:22] Raising Kids Who Earn Their Confidence[00:29] Meeting His Wife and Co-CEO[00:34] From "Roger Who?" To Vice Chairman of the Fed[00:47] Compete, Don't Compare[00:52] Taking Over TIAA In The Eye Of The GFC[01:04] Knowing When To Leave[01:09] What's Next[01:12] Do Well And Do Good #RogerFergusonJr #FederalReserve #TIAA #1hundredyearfamily #generationalwealth #financialliteracy #crisisleadership #deferredgratification #GlobalFinancialCrisis #mentalperformance #AWMCapital #AthleteFamilyOffice

  4. Aug 21

    Good Products, Bad Investments: Nike, Hype, and the Power of Patience | AWM Insights #266

    In this episode of AWM Insights, Justin Dyer and Mena Hanna take you behind the headlines to dissect why great products like Nike don’t always translate to great investments. They break down recent events in the world of apparel stocks, share stories that resonate with athlete families, and dig into the pitfalls of hype-driven investing. Packed with sharp data points, memorable anecdotes, and proven wisdom, this episode challenges conventional thinking and emphasizes the timeless value of patience, discipline, and diversification for building multi-generational wealth. Tune in for practical lessons that will strengthen your family's long-term financial game plan. Chapters(00:00) When Great Products Don’t Mean Great Investments(02:00) Nike’s Wild Ride and Valuation Lessons(06:00) The Trap of Hype and Headline Chasing(09:00) The Importance of Patience and Discipline(11:00) Long-Term Returns and Diversification Wisdom Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

  5. Aug 14

    Rivian, Peloton, and GoPro: Why Great Products Aren't Always Great Investments | AWM Insights #265

    Join hosts Justin Dyer and Mena Hanna as they unpack a common investing misconception: the idea that loving a product means it’s a great investment. Using real-world examples like Rivian, Peloton, and GoPro, they illustrate why strong business fundamentals matter far more than popularity or hype. The conversation provides practical questions every would-be investor should ask and reveals why even boring businesses can outshine the flashiest brands. If you’ve ever been tempted to invest in a company just because you’re a fan, this episode is your playbook for making smarter decisions. Chapters(00:00) The Myth of Good Products as Good Investments(02:00) Business Models and Competitive Dynamics(05:00) Private Investments and Direct Involvement(06:00) Assessing Profitability and Market Demand(08:00) Competitive Advantage and Market Moats(10:00) The Importance of Liking the Product Versus Business Fundamentals(13:00) Boring Businesses Can Be Top Investments(14:00) The Product as the Tip of the Iceberg Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

  6. Aug 7

    439% to Zero: What Situational Awareness Teaches Us About Leverage | AWM Insights #264

    In this episode, we tackle the spectacular rise and dramatic fall of the Situational Awareness hedge fund, unpacking the real risks behind headline-making returns. Through memorable stories and market expertise, we break down the dangers of leverage, the pitfalls of chasing hot managers, and the hard truth about luck versus skill in investing. Tune in for candid insights on what it really takes to build wealth that lasts for generations and why the smartest plays are often the most disciplined. Chapters(00:00) The Rise and Fall of a Hedge Fund(02:00) The Dangers of Leverage and Concentration(06:00) Chasing Hot Managers and Returns(07:00) Long-Term Wealth versus Short-Term Outperformance(10:00) Luck versus Skill in Investing(13:00) Leverage: Risks and Real Estate(15:00) Building for the 1Hundred Year Family Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

  7. Jul 31

    The Fed's Impact on Your Money: Purchasing Power and Inflation | AWM Insights #263

    In this episode, Justin Dyer and Mena Hanna set the stage for an in-depth conversation with former Federal Reserve Vice Chairman Roger W. Ferguson Jr. The duo unpacks why inflation is at the heart of investing and how the Fed’s decisions ripple through every family’s financial playbook. With global stories, personal experience, and a closer look at Roger Ferguson’s unique journey in both markets and family legacy, this episode delivers expert insight for anyone looking to build and protect generational wealth. Tune in to discover how understanding the Fed and mastering purchasing power can shape your path as a 100-year family. Chapters(00:00) Introducing the Fed and Upcoming Interview(01:00) Why Inflation Drives Everything(02:37) Preserving Purchasing Power(04:19) Global Examples of Inflation’s Impact(05:24) The Fed’s Dual Mandate(07:00) Roger Ferguson’s Unique Perspective(08:00) Building the 100-Year Family Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

  8. Jul 24

    The Federal Reserve, Explained | AWM Insights #262

    Join AWM Capital’s Justin Dyer and Mena Hanna as they break down the pivotal role of the Federal Reserve in shaping the U.S. economy. In this episode, the duo explores the origins, mandates, and evolving responsibilities of the Fed, using vivid analogies and real-world examples to illuminate complex topics like interest rates, inflation, and monetary policy. Whether you’re curious about how the Fed’s decisions ripple across investments and everyday life, or just want a clear, approachable take on economic headlines, this conversation offers sharp insights on why the Fed truly matters. Tune in to deepen your understanding of one of the world’s most influential financial institutions. Chapters(00:00) Why the Federal Reserve Matters(01:47) Origins and Purpose of the Fed(03:31) Evolution and the Gold Standard(05:00) The Fed’s Dual Mandate Explained(08:00) Structure of the Federal Reserve System(09:21) The Role of the Federal Open Market Committee(13:07) Impact of Interest Rates on Investors and the Economy Connect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

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