AWM Insights Financial and Investment News

In this episode, we tackle the spectacular rise and dramatic fall of the Situational Awareness hedge fund, unpacking the real risks behind headline-making returns. Through memorable stories and market expertise, we break down the dangers of leverage, the pitfalls of chasing hot managers, and the hard truth about luck versus skill in investing. Tune in for candid insights on what it really takes to build wealth that lasts for generations and why the smartest plays are often the most disciplined.

Chapters
(00:00) The Rise and Fall of a Hedge Fund
(02:00) The Dangers of Leverage and Concentration
(06:00) Chasing Hot Managers and Returns
(07:00) Long-Term Wealth versus Short-Term Outperformance
(10:00) Luck versus Skill in Investing
(13:00) Leverage: Risks and Real Estate
(15:00) Building for the 1Hundred Year Family

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• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
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In this episode, Justin Dyer and Mena Hanna set the stage for an in-depth conversation with former Federal Reserve Vice Chairman Roger W. Ferguson Jr. The duo unpacks why inflation is at the heart of investing and how the Fed’s decisions ripple through every family’s financial playbook. With global stories, personal experience, and a closer look at Roger Ferguson’s unique journey in both markets and family legacy, this episode delivers expert insight for anyone looking to build and protect generational wealth. Tune in to discover how understanding the Fed and mastering purchasing power can shape your path as a 100-year family.

Chapters
(00:00) Introducing the Fed and Upcoming Interview
(01:00) Why Inflation Drives Everything
(02:37) Preserving Purchasing Power
(04:19) Global Examples of Inflation’s Impact
(05:24) The Fed’s Dual Mandate
(07:00) Roger Ferguson’s Unique Perspective
(08:00) Building the 100-Year Family

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• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
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Join AWM Capital’s Justin Dyer and Mena Hanna as they break down the pivotal role of the Federal Reserve in shaping the U.S. economy. In this episode, the duo explores the origins, mandates, and evolving responsibilities of the Fed, using vivid analogies and real-world examples to illuminate complex topics like interest rates, inflation, and monetary policy. Whether you’re curious about how the Fed’s decisions ripple across investments and everyday life, or just want a clear, approachable take on economic headlines, this conversation offers sharp insights on why the Fed truly matters. Tune in to deepen your understanding of one of the world’s most influential financial institutions.

Chapters
(00:00) Why the Federal Reserve Matters
(01:47) Origins and Purpose of the Fed
(03:31) Evolution and the Gold Standard
(05:00) The Fed’s Dual Mandate Explained
(08:00) Structure of the Federal Reserve System
(09:21) The Role of the Federal Open Market Committee
(13:07) Impact of Interest Rates on Investors and the Economy

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna revisit the fundamentals of building a resilient, multi-generational investment portfolio. Using the “100-year home” analogy, they break down why bonds and fixed income form the bedrock of lasting family wealth, drawing parallels between solid financial foundations and future-proofing against life's surprises. The conversation offers engaging stories, practical wisdom, and a timely look at how decisions by the Federal Reserve can impact your long-term goals. If you’re looking for expert advice on safeguarding your wealth for generations, this episode delivers fresh perspective and actionable insights.

Chapters
(00:00) The Foundation of a 100-Year Portfolio
(03:00) Importance of Building With Foresight
(07:00) Flexibility and Adaptation Over Time
(09:00) The Role of Interest Rates and Inflation
(12:00) Federal Reserve's Influence on Bonds

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the realities of market cycles and the dangers of investor complacency. Together, they explore why markets don’t always move “up and to the right,” discuss the risks of extended drawdowns, and share practical strategies for protecting what matters most, across your family’s wealth journey. With firsthand market experience and clear, candid conversation, Justin and Mena offer a timely reminder: preparing for volatility is a cornerstone of multi-generational wealth. Tune in for insight you won’t hear from alarmists—just seasoned advice designed to set your family up for the long game.

Chapters
(00:00) Market Realities and Recent Trends
(02:00) Predictions Versus Uncertainty
(04:00) The Risk of Complacency
(05:00) Protecting Core Priorities
(08:00) Diversification and Permanent Loss
(11:00) Investing to Achieve Life Goals
(13:00) Preparing for Long-Term Downturns

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
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Join Justin Dyer and Mena Hanna as they break down the first half of the year in financial markets, cutting through the noise to reveal what really matters for families focused on long-term wealth. From headline shocks and surprise market rallies to the hype cycle around tech giants and SpaceX, they unpack the most important lessons learned and the pitfalls to avoid.

Whether you're building a 100-year family legacy or simply trying to stay disciplined through market ups and downs, this episode delivers sharp insights and expert strategies to help you stay the course. Tune in for a candid, behind-the-scenes look at how seasoned advisors navigate uncertainty and keep their eye on the long game.

Chapters
(00:00) Reflecting on the First Half of the Year
(02:00) Market Dislocation and Performance Surprises
(04:00) Limitations of Market Predictions
(07:00) Media Hype and Fear-Mongering
(09:00) Importance of Discipline and Avoiding Market Timing
(11:00) Dangers of Chasing Hype Investments
(16:00) Core Principles for the 100-Year Family

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
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Join Mena Hanna and Brandon Averill as they recap powerful lessons from a two-day Annual General Meeting in San Francisco, where the brightest minds in venture capital, tech, and professional sports converged. This episode explores how AI is reshaping the value of intelligence, why human judgment remains irreplaceable, and what it takes to access today’s most exclusive venture opportunities. Packed with remarkable stories, fresh data, and practical wisdom for building multi-generational wealth, you’ll get a front-row seat to the real conversations shaping the future of investing and family legacies. Don’t miss a rare inside look at the relationships, strategy, and vision driving AWM’s approach in this new era.

Chapters
(00:00) Humans and AI—The Power of Collaboration
(04:30) Inside the Annual Venture General Meeting
(06:00) Venture Access and the Intellectual Revolution
(09:00) Shifting Value and Human Oversight in Investing
(14:00) Investing Discipline and Diversification in Tech
(19:00) Human Element and Decision-Making in Wealth
(21:28) Reflection—Going Inward Before Upward

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
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Join us for this episode of AWM Insights as portfolio manager Mena Hanna sits down with Roger Ferguson, AWM's venture and private equity specialist and a former professional athlete. Together, they break down the recent SpaceX IPO, exploring what it means for investors—whether you’re early to the game, joining the retail wave, or navigating complex private market access. Roger and Mena share inside stories, sharp perspectives on venture capital, and practical strategies for building lasting wealth while avoiding costly mistakes. If you’ve ever wondered how the pros approach headline-making investments and what really matters when chasing generational returns, this episode is a must-listen.

Chapters
(00:00) Introducing the Team and Guest Insights
(01:34) SpaceX IPO Highlights and Market Dynamics
(05:00) Timing and Outcomes for Investors
(08:00) Access Strategies and Fee Structures
(10:14) Long-Term Approach and Diversification
(12:40) Venture Fund Concentration and Market Efficiency
(15:23) Retail Investor Impact and Lessons

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
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In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna break down the buzz surrounding the historic SpaceX IPO. They examine the mechanics behind the IPO's massive valuation, offer candid opinions on market hype and intentional scarcity, and discuss the psychological traps that lure investors into chasing big headlines. With a clear-eyed look at risk, FOMO, and disciplined investing, this conversation brings professional expertise to one of the most talked-about financial events of the year. Whether you're curious about SpaceX or looking to sharpen your investment playbook, you won't want to miss these timely insights.

Chapters
(00:00) SpaceX IPO as a Historic Market Event
(02:00) Share Structure and Intentional Scarcity
(03:40) IPO Pricing Dynamics and Market Patterns
(06:20) Hype, Human Behavior, and FOMO
(08:30) Fundamentals vs. Valuation Concerns
(12:04) AWM’s Long-Term Investing Approach
(13:30) The Smart Entry Point and Investment Discipline

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
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Justin and Mena unpack the current hype cycle: including the approaching SpaceX IPO at a reported $1.8 trillion valuation and Broadcom's $400 billion market cap loss. And they explain how 100-year families should think about investing when financial physics start to break down.

Connect with Us

• Call or text: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• 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] Introduction — Hype markets, the SpaceX IPO, and what it means for 100-year investors
[02:28] State of the Market — Post-Iran recovery, tech ripping, and a recent momentum shift
[03:06] Broadcom's $400B Drop — What one guidance update revealed about hype cycle risk
[04:43] P/E Ratios Explained — Why 80x earnings doesn't make financial sense; the historical average is 15–16x
[06:38] Right-Sizing Your Exposure — Stay diversified, favor attractively valued companies, don't let hype positions run
[09:55] The Shohei Analogy — Using your salary cap wisely when building a 100-year portfolio
[11:43] The SpaceX IPO — Why playing IPOs is statistically a wealth-erosion strategy
[13:44] You've Already Won the Lottery — The core 100-year family frame for navigating hype cycles