Claim OwnershipTall Oaks Podcast
Subscribed: 1Played: 61
Subscribe
© 2026 Tall Oaks Podcast
Description
Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives.
DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
99 Episodes
Reverse
Markets are whispering two messages at once: prices look confident, but momentum is slipping. In this episode, we unpack that tension with a plain-spoken tour through the data—starting with an S&P 500 that's still climbing while RSI and weekly MACD cool, a classic divergence that often precedes choppy corrections. We frame valuation bands that don't predict the turn but do set expectations for how far a slip could run if earnings wobble. Then we connect the dots across the fixed-income c...
Headlines say "pensions are gone," but the real story is more complicated—and way more actionable. In this episode, we break down Intermountain Health's pension freeze in plain English, translate pension credits into today's dollars, and show exactly who's likely to benefit or be hurt by the shift to a 401(k). Along the way, we get honest about interest rates, lump sums, and why a monthly check that looks "safe" can sometimes be the less flexible choice. We start by demystifying defined bene...
What if your healthcare allocation could deliver alpha and fund life-saving research at the same time? In this episode, we sit down with Mike Taylor—a scientist-turned–hedge fund manager who now runs PINK, an actively managed healthcare ETF that donates its net fees and his compensation to the Susan G. Komen Foundation—to explore how performance, purpose, and rigorous stock picking can live under one ticker. Mike walks us through his nonlinear path from gene therapy labs to top seats at Oppe...
New tax rules can look like a gift—and still come with strings. In this episode, we dig into the updates that actually move the needle: a stronger below-the-line deduction for seniors, a temporary SALT cap increase to $40,000, and the return of 100% bonus depreciation. Along the way, we map the tradeoffs that don't show up in glossy summaries: when a short-term deduction phases out your bigger strategy, how depreciation recapture can turn today's win into tomorrow's bill, and why cash flow an...
A clean slate year deserves a clean estate plan. We kick off 2026 by pairing a smart investing filter—ask "How does it go wrong?"—with a step-by-step review that keeps your family out of probate and your intentions front and center. From misspelled beneficiary names to solo-titled checking accounts and houses that slipped out of the trust after a refinance, we unpack the quiet mistakes that create the loudest problems and show you exactly how to fix them. We walk through the core documents m...
What if wealth had less to do with a number and more to do with what people remember about you? In this episode, we pull back from the spreadsheets and dig into three pillars that actually make life feel rich: an intentional legacy, a habit of learning, and one relationship you're willing to improve. Legacy isn't a lump sum; it's the why behind your choices. We talk through practical ways to design impact now instead of only planning for later—funding shared experiences that become family st...
Calm statements aren't the same as safe portfolios. In this episode, we sit down with Cliff Ambrose, a New York-based planner and author of the Yield to Maturity newsletter, to unpack the growing hype around private credit and private equity and the subtle ways classroom theory diverges from real-world practice. We take aim at the comforting language of "volatility smoothing," the promise of illiquidity premia, and the exclusivity pitch that often sells these products to younger investors. W...
Gold just posted its strongest run since the late 1970s, and the move wasn't a fluke. In this episode, we break down the mechanics that actually set price: a sharp dollar slide, the sudden return of Western ETF inflows after years of redemptions, and non-cyclical physical demand from central banks and China's retail buyers. Akash Doshi, Head of Global Gold Commodities at State Street, joins us to translate headlines into flows, creation-redemption mechanics, and the daily bar list that makes...
Markets reward patience, but they also punish complacency. In this episode, we dive into the uncomfortable truth that investors will feel foolish at some point—and why that's often the price of being early rather than late. With high-yield spreads near historically tight levels and equity valuations stretched, we lay out a practical framework to pursue income, add convexity, and keep room for upside without betting the farm. Branden welcomes Joe Hegener of Asterozoa Capital Management, whose...
Markets can sparkle while the floorboards creak. In this episode, we sit down with Bob Elliott to explore how euphoric equity pricing sits on top of a softer real economy and what that means for portfolios heading into a distinctly late-cycle stretch. From the narrow leadership of mega-cap AI to the flat reality of equal-weighted benchmarks, we trace where expectations outran the data and where a reset could bite. We go deep on housing, replacing slogans with math. Affordability is stretched...
Markets don't move in straight lines, and neither should your portfolio. In this episode, we dig into liquid alternatives as a practical way to add non-correlated return drivers alongside stocks, real estate, Bitcoin, and precious metals—especially when bonds may not deliver the cushion investors expect. We break down what liquid alts actually are: managed futures, trend systems, mean reversion, rate trades, currencies, and metals. Non-correlation isn't negative correlation—during stress, ev...
If the dollars in your account keep rising but buy you less each year, your measuring stick is lying to you. In this episode, we dig into the "denominator problem" of money—how debasement quietly raises the number of units required to buy the same home, car, or grocery basket—and map a framework for protecting real purchasing power when volatility strikes. We're joined by returning guest Aaron Olson to pressure-test a debasement-ready portfolio across five pillars: high-quality residential r...
Prices rise, dollars stretch less, and most people feel the squeeze long before they see it on a chart. In this episode, we break down a practical framework for preserving purchasing power with precious metals—separating useful hedges from costly myths and showing how structure, liquidity, and taxes make or break outcomes. Gold, silver, platinum, and palladium each play a role, but they aren't interchangeable and they definitely aren't all worth owning the same way. We start by defining deba...
Want a clear-eyed view of real estate without the hype? We cut through the myths that make property feel safer than it is and break down the forces that actually move returns: inflation, interest rates, and the brutally simple math of affordability. From the power of a 30-year fixed mortgage to the headwinds facing today's buyers, we show when housing is a genuine hedge and when it's just an expensive way to buy stress. We draw a sharp line between beta and alpha. Beta is buying the market—r...
What do you actually own when you buy a stock? It's not just paper—it's a legal claim on real assets, real cash flows, and real pricing power. In this episode, we break down why large cap U.S. equities can defend purchasing power in a debasement cycle, and how they fit into a complete portfolio strategy. When inflation runs, the difference between fixed-dollar promises and earnings that adjust with prices becomes everything. We walk through equity ownership from the ground up: Walmart's inve...
Markets don't just move—they stampede when liquidity thins and algorithms chase the same signals. In this episode, Robert from Hedgeye breaks down why flows are overpowering fundamentals in 2025, and what that means for your positioning heading into 2026. We're in Quad 2: growth and inflation both edging higher. That backdrop favors AI, copper, uranium, and precious metals—but it also creates dangerous crowding in inelastic markets where moves get amplified fast. You'll learn why gold can hi...
We reframe risk as the threat of losing purchasing power and lay out a practical, adaptable plan for a higher‑inflation world. The five‑part framework blends real estate, US large caps, scarcity assets, and true liquid alts with sizing and liquidity planning that protect real life cash needs. • defining debasement and why it feels like “the dollar is crashing” • why post‑COVID inflation pressures challenge the 60/40 playbook • using the 30‑year fixed mortgage to harness inflation tailwinds •...
Markets don’t erase risk—they convert it. We take that idea and rebuild a portfolio playbook for a debasement era, where traditional bonds feel shaky, equities look priced for exogenous gains, and investors are piling into gold, Bitcoin, and “boomer candy” buffered ETFs. We unpack what each tool actually does: the three jobs bonds used to do, why gold protects purchasing power but can’t fund groceries, how Bitcoin’s inelastic supply plus ETF flows can drive hyperbolic moves, and where structu...
The name Tall Oaks isn’t branding fluff; it’s a promise rooted in a family farm, two brick pillars, and a plaque that reminded us every day that great things grow slowly. We’re opening the door wider with a rebrand designed to welcome learners at every stage—those ready for a full planning relationship and those just starting to build their financial footing—so more people can access steady, no-hype education. We lay out what Tall Oaks stands for today: stability over sizzle, education over ...
Financial simplicity serves as a powerful defense against exploitation by the complex financial system. When you're just starting your wealth-building journey, focusing on fundamentals creates more lasting success than chasing complicated strategies or products. • Dave Ramsey's coaching process focuses more on coaching the person than their money • The first baby step of saving $1,000 emergency fund creates immediate psychological wins • The debt snowball method tackles smallest debts first ...
Comments
Download from Google Play
Download from App Store
United States