“Passive” investing may sound hands-off, but every index reflects a series of active decisions. In episode three, Joe Dunn and Andrew Almeida use the SpaceX IPO to examine who makes those decisions and how they ultimately affect what investors own. Joe and Andrew unpack changes to the …
In episode two of Balanced PM, an XYPN podcast from XYPN Sapphire, hosts Joe Dunn and Andrew Almeida explore how advisors and investors can navigate a market environment shaped by uncertainty, competing signals, and the constant pull between downside fear and FOMO. Inflation has come …
On the debut episode of Balanced PM, an XYPN podcast from XYPN Sapphire, hosts Joe Dunn and Andrew Almeida tackle one of the market’s trickiest economic scenarios: stagflation. That means high inflation, slow growth, and rising unemployment all happening at once. Joe and Andrew break …
Balanced PM is officially here.
