Episodes

  • War, oil, inflation… what we think is next for markets

    War, oil, inflation… what we think is next for markets
    Mar 30 2026
    As geopolitics heat up again and ripple through markets, thoughtful positioning matters more than ever.
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    18 mins
  • What the Iran conflict really means for your portfolio... and what to do now

    What the Iran conflict really means for your portfolio... and what to do now
    Mar 10 2026
    Portfolio Manager Wes Blight explains how Middle East tensions affect markets—and what investors should focus on during volatility.
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    13 mins
  • Retirement rewired: the new retirement realities

    Retirement rewired: the new retirement realities
    Feb 4 2026
    Retirement today isn’t about hitting a magic number – it’s about building income that lasts. Greg Sweet speaks with best-selling author Daryl Diamond about the new retirement realities, the factors that affect retirement income sustainability over decades, and the tradeoffs that shape clients’ retirement income plans.
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    19 mins
  • Are 3 years of market highs setting up a bubble? A 2026 market outlook

    Are 3 years of market highs setting up a bubble? A 2026 market outlook
    Jan 3 2026
    Are 3 years of market highs really setting up a bubble, or is there more room to run? In this episode, Greg Sweet and Portfolio Manager Wes Blight chat about what’s really driving markets, how AI is shaping today’s rally, and what all of it could mean for your portfolio in 2026.
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    34 mins
  • Market peaks, rate tweaks–what’s next?

    Market peaks, rate tweaks–what’s next?
    Oct 3 2025
    Portfolio manager Wes Blight unpacks market highs, rate shifts, and the impact of AI, trade, and global trends.
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    22 mins
  • Tariffs, tensions, and turnarounds

    Tariffs, tensions, and turnarounds
    Jul 4 2025
    After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead.
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    21 mins
  • Tariffs and the new world order?

    Tariffs and the new world order?
    Apr 8 2025
    Trade tensions, slowing growth, technological disruptions, and shifting market dynamics – here’s what it all means for you and your portfolios.
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    30 mins
  • The year ahead 2025 with our Chief Investment Strategist

    The year ahead 2025 with our Chief Investment Strategist
    Jan 27 2025
    The podcast explores the implications of the Trump 2.0 administration in the year ahead, global growth, and the impact on the future.
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    17 mins