AWM Insights Financial and Investment News

Is it tradable? Recorded on Election Day, before a single result was in, Justin Dyer and Mena Hanna put that question to the two stories dominating investors' feeds: the midterms and the selloff in high-flying AI stocks. The quick answer is almost always no, and they show why. Mena breaks down a market where large growth fell while small value rallied, and why a diversified investor barely felt what a concentrated one called "blood on the streets." Justin draws the line between investing and trading with one question: are you the casino or the gambler? They revisit how long the NASDAQ took to recover after the dot-com bubble, explain why healthy corrections belong in the plan, and take a lesson from the Buccaneers' win without a single completed pass. The real question isn't whether an event is tradable. It's whether your plan was built before the storm.Get in touch: https://www.athletefamilyoffice.com/talk-to-a-pro?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-277-is-it-tradable&utm_content=show-notesConnect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-277-is-it-tradable&utm_content=show-notesYouTube: 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] Preview: A friend asks whether to sell, the casino or the gambler, and a win without a single completed pass.[00:52] Is It Tradable?: Justin sets up the episode's one question, why the quick answer is usually no, and why the midterms aren't a trade. Vote at the ballot box, not with your portfolio.[02:12] Two Investors, One Market: How a solid year for broad indices can feel like a bear market, and what corrections and bear markets actually are.[03:35] "Blood On The Streets": A friend asks Mena whether to sell, and the numbers behind the AI selloff.[05:47] Concentration Vs. Diversification: Why a diversified investor was down a few percent while the AI trade fell much harder.[06:23] The Casino Or The Gambler: Investing for the 1Hundred Year Family versus trading the headlines.[08:29] The Wrong Question: Why we actually want healthy corrections.[09:05] Black 10: The risks people don't realize they're taking, and how long the NASDAQ took to recover after the dot-com bubble.[11:07] Win Without A Pass: What the Buccaneers' rainy-day win says about the boring side of a portfolio.[12:03] Built For All Weather: Why the plan has to come before the storm.

What does it take to spot great talent, and what is all the wealth actually for? Justin Dyer sits down with Matt Mazzeo, co-founder and CEO of NOHO Labs and a longtime venture investor at Lowercase Capital and Coatue. Matt traces his path from assistant to an assistant at CAA, sleeping on his mom's couch, to building the agency's bridge to Silicon Valley, until Chris Sacca told him, "You're a VC, you just don't know it." He shares the service habits that still shape how he works, from same-day callbacks to getting on the plane, and Richard Lovett's lesson on listening for what matters most. Matt breaks down the three traits he looks for in every founder, what changed when he moved from seed checks to growth rounds at Coatue, and why the hardest part of venture is holding conviction while everyone thinks you're wrong. Then the turn: at 39, a photo with his first child made him rethink what he'd been chasing, and set him on the path to NOHO Labs. Must be present to win.Get in touch: https://www.athletefamilyoffice.com/talk-to-a-pro?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-276-must-be-present&utm_content=show-notesListener offer from Matt: use code AWMVIP for half off your first month of NOHO Labs membership: https://noholabs.com/?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-276-must-be-present&utm_content=show-notesConnect with Us • Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-276-must-be-present&utm_content=show-notes• 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/Chapters[00:00] Preview: Holding conviction, a health wake-up call, and why the people who show up are the ones you remember.[00:26] Intro: Justin introduces Matt Mazzeo and his path from CAA to Lowercase Capital, Coatue and NOHO Labs.[01:39] From Harvard To CAA: Meeting at an AGM, Matt's story, and why he took an assistant's desk at CAA over banking and consulting.[06:23] The Startup Agent: Building CAA's bridge to Silicon Valley, from Funny or Die to the earliest YouTubers.[09:00] Performance, The CAA Way: Same-day callbacks, speed as a measure of quality, and getting on the plane.[12:05] Must Be Present To Win: Why the people who show up are the ones you remember, and Richard Lovett's lesson on listening for what matters most.[15:26] "You're A VC, You Just Don't Know It": How Chris Sacca pulled Matt into Lowercase Capital, and the traits he looks for in every founder: integrity, horsepower, agency and curiosity.[22:19] From Seed To Growth: Building Coatue's venture group and learning to underwrite with models.[26:39] How Venture Has Changed: More access and more founders, less alpha, and how long you're willing to look like an idiot.[31:36] Rich, Dead Or Present: The photo that changed Matt's priorities, the path to NOHO Labs and the future of health.

Midterm years have historically been among the weakest for stocks, so should you pull your money out before November 3? Justin Dyer and Mena Hanna make the case for voting at the ballot box, not with your portfolio. Mena walks through the midterm "scouting report" and why 2026, a midterm year, has gone the other way so far, while Justin explains why 16 elections are too few to build a decision on. They rank the forces that actually move markets (interest rates, inflation, geopolitics, energy and AI), explain why midterms work more like a front-office reshuffle than a game-changer, and look back at a year when a new war, an energy shock and rising rates couldn't stop markets from climbing a wall of worry. Then Mena asks Justin the billion-dollar question: what is he doing with his own money as Election Day approaches? His answer: nothing different, because the plan was built for every path.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-275-midterms-money&utm_content=show-notesYouTube: 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] Preview: Why Justin invests his own money exactly the way AWM recommends, and why your vote shouldn't steer your portfolio.[00:25] Intro: Midterms and your money, and why we vote at the ballot box, not with the portfolio.[02:23] The Midterm Scouting Report: Why midterm years have historically lagged, and how 2026 has broken the pattern so far.[03:08] Sixteen At-Bats: Why a small sample can't carry an investment decision.[04:02] Robustness Over FOMO: How much confidence a decision deserves, from election years to chasing the next SpaceX.[06:13] The Year After: Post-midterm trends, and why they're probably noise for a 100-year family.[07:34] The Real Market Movers: Markets as a digestive system, why rates, inflation, geopolitics, energy and AI outrank the election, and midterms as a front-office reshuffle.[09:56] A Year In The Red: War, energy and rates, and markets still hit a home run.[11:00] A Wall Of Worry: Why corrections are healthy and why volatility is the source of expected return.[12:52] The Billion-Dollar Question: What Justin is doing with his own money before the midterms, and why the plan comes first.

The regular season is over for most of Major League Baseball, and this off-season comes with a question nobody can answer yet: when does the next paycheck arrive? With the collective bargaining agreement expiring December 1, Justin Dyer and Mena Hanna explain why uncertainty makes an off-season financial plan more important, not less. They walk through the six-month spending window AWM builds for clients in short-term Treasuries, why you should plan your financial off-season the way you plan your training, and why a compressed career turns every season into a "lion year" that magnifies good and bad decisions alike. Then they turn to Warren Buffett, whose discipline, modest lifestyle and patience show what decades of compounding can do, and why athletes who start in their 20s and 30s hold a real head start.Connect With UsCall 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/Chapters00:00 Preview: Lockout uncertainty, a compressed career and living in lion years.00:48 Intro: The end of the MLB season and why the off-season needs a financial plan.01:54 The CBA And The Last Paycheck: Moving from contributions to distributions as the CBA expires.03:43 Plan It Like You Train: First principles, and why the financial off-season mirrors the physical one.05:03 The Six-Month Spending Window: Short-term Treasuries set aside for off-season spending.07:04 Control What You Can Control: The costs of veering from the plan.08:16 A Compressed Earning Window: Why a short career magnifies good and bad decisions, and why every season is a lion year.10:19 The Buffett Lesson: Discipline, living within your means and letting money compound.12:28 Your Time Advantage: Why athletes in their 20s and 30s are in a fortunate position.15:01 Wrap-Up: Plans for the off-season and for left-tail events.

The Federal Reserve just raised interest rates for the first time in years, and the headline matters well beyond Wall Street. In this episode of AWM Insights, Justin Dyer and Mena Hanna explain why the Fed hit the brakes, what a quarter-point hike means for anyone borrowing to buy a home, and why the Fed can't fix every driver of inflation, from oil prices to conflict overseas. Then they turn to what matters most for investors: how rate moves hit portfolios. Using a boat, a water level and an anchor, they show why savers can come out ahead when rates rise, why one-size-fits-all bond allocations can leave families exposed, and how shorter-term, liability-matched fixed income keeps a 100-year plan steady whether rates rise or fall.Connect With UsCall 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/Chapters00:00 Preview: The speed limit, the water level and the anchor.00:45 Why Interest Rates Matter: Why a topic that sounds dry affects everyone, and the Fed's first hike in years.02:44 Why The Fed Raised Rates: Inflation, a quarter-point hike and lowering the economy's speed limit.04:20 What Higher Rates Mean For You: Pricier borrowing, bigger mortgage payments and a more constrained buying pool.05:38 Not A Perfect Machine: Oil prices, the Middle East and the limits of what the Fed can control.07:05 Rates As The Water Level: Why rate moves barely change our decision-making, and why savers can come out ahead.08:04 Too Much Interest Rate Exposure: How one-size-fits-all portfolios like 60/40 get hurt when rates rise, and why we favor shorter-term fixed income.11:10 Fixed Income As The Anchor: Why the anchor has to be sized to the boat.13:02 Don't Predict The Water Level: Forecasting rates versus immunizing portfolios.14:35 Wrap-Up: Rates, the global economy and protecting the 1Hundred Year Family plan.