Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout

Ep.325: (10.16.25) Q3 2025 Emerging Markets Strategy Recap

Ep.324: (10.16.25) Q3 2025 Small Cap Value Recap

Ep.323: (10.15.25) Q3 2025 Value Opportunity Recap

Ep.322: (10.15.25) Q3 2025 Select Strategy Recap

Ep.321: (10.15.25) Q3 2025 Global SMid Strategy Recap

Ep.320: (10.15.25) Q3 2025 International Strategy Recap

Ep.319: (09.25.25) Rate Cuts & Broadening Market

Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems

Ep.317: (09.10.25) Winners & Warnings: The AI Trade to Narrow

Ep. 316: (08.26.25) Fed Independence, USD Reserve Currency, Fed's Move

Ep.315: (08.06.25) Time to Cut Rates and Where is Inflation Headed

Ep.314: (07.17.25) Q2 2025 Emerging Markets Strategy Recap

Ep.313: (07.16.25) Q2 2025 Global SMid Strategy Recap

Ep.312: (07.14.25) Q2 2025 International Strategy Recap

Ep.311: (07.11.25) Q2 2025 Select Strategy Recap

Ep.310: (07.10.25) Q2 2025 Value Opportunity Recap

Ep.309: (07.10.25) Q2 2025 Small Cap Value Recap

Ep.308: (06.26.25) US - Iran and All Time Highs. Rate Pressure.

Ep.307: (05.14.25) Tariffs Are a Tax, April Data, and Taking on Risk