Oct 31, 2025
Most investors have filled out a risk tolerance questionnaire—but does it really measure how you’ll behave when markets crash? Richard Rosso & Jonathan McCarty break down why traditional risk tolerance tools fail to predict investor behavior, how emotions override risk profiles, and why time horizons, liquidity...
Oct 29, 2025
Why has Bitcoin captured the attention of investors and
innovators alike?
Lance Roberts & Vinay Gupta break down what makes Bitcoin unique —
from its blockchain backbone to its role as currency, commodity,
and speculative asset. We’ll explore how to think about Bitcoin in
a diversified portfolio, what risks...
Oct 28, 2025
Taking profits sounds easy—until you try it with a smaller
account.
Lance Roberts & Jonathan Penn answer listeners' question about
managing portfolios spread across myriad stocks, with allocations
similar to the S&P 500. When positions are small, trimming into
strength or reinvesting during market highs can feel...
Oct 28, 2025
Markets kicked off the week with renewed bullish momentum, breaking out of the rising trend channel after holding support at the 50-DMA. Liquidity continues to pour into equities as investors chase returns, while gold corrects and bonds quietly deliver solid year-to-date gains.
In this short market update, Lance...
Oct 27, 2025
We’re living through one of the most dangerous eras in history — not because of war or politics alone, but because of the extraordinary convergence of economic, financial, and geopolitical risks.
In this episode, we break down:
How record global debt, AI-driven speculation, and geopolitical instability are...