AWM Insights Financial and Investment News

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.

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• Call or text: 626-862-0355
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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

This week Justin and Mena tackle the hottest market headlines, from SpaceX's eye-popping valuation to the effects of oil prices and inflation on investor portfolios. Backed by real data and hard-won experience, they break down the numbers, challenge the market hype, and share why disciplined decision-making trumps short-term bets for building 100-year family wealth. If you’re ready for candid opinions, memorable lessons from the field, and strategies to protect your legacy, this episode is a must-listen.

Chapters
(00:00) Forming Opinions Versus Disciplined Action
(01:50) SpaceX Valuation and Market Hype
(07:29) Short-Term Oil Prices and Geopolitical Impact
(13:00) Fed Funds Rate Expectations and Inflation
(15:58) Managing Fixed Income and Portfolio Risk

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/
• X: https://twitter.com/awmcapital
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna take a close look at IPOs, breaking down what an initial public offering truly means and how it fits—or fails to fit—into a disciplined, generational wealth strategy. They dig into headline-makers like SpaceX and discuss the realities behind IPO “pops,” market timing, and the long-term results data shows for investors. For families thinking beyond the next big story, Justin and Mena share expert perspectives on where real opportunities live and why chasing IPO hype rarely leads to lasting wealth. If you want to understand the true game plan for building and protecting multi-generational prosperity, this episode is essential listening.

Chapters
(00:00) Understanding IPOs and Public Markets
(01:32) How IPOs Work and Access Points
(04:40) IPO Day Pops and Lockup Periods
(07:31) Challenges of Wealth Building via IPOs
(09:36) Systematic Investing in Private and Public Markets
(11:00) Early-Stage Access versus Pre-IPO Hype
(13:00) Portfolio Strategy and Avoiding Forced Buying

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/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna dig into the hype and reality surrounding artificial intelligence and its impact on multi-generational wealth strategies. From the soaring valuations of data centers to the lessons hidden in recent market bubbles, they break down what families should know before investing in AI-driven trends. The conversation brings practical wisdom for long-term investors, highlighting when to tread cautiously, how to diversify effectively, and why the real winners might be the quieter “picks and shovels” businesses. Tune in for a timely, experienced perspective on navigating emerging technology cycles with your legacy in mind.

Chapters
(00:00) AI Hype and the Hundred-Year Family
(01:00) Data Center Demand and Risks
(03:31) Valuations, Bubbles, and Investor Caution
(06:00) Lessons from High-Profile Speculation
(07:52) Venture Capital Strategy and Diversification
(10:56) Opportunity in Picks and Shovels Businesses
(12:15) Public Markets and Managing Concentration

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/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they unpack the implications of the US national debt reaching 100% of GDP.

In this episode, the team explores what this milestone means for families focused on building generational wealth, breaks down the latest market rally, and explains how debt levels can impact both fixed income and equity strategies.

With a playbook built for the 100-year family, Justin and Mena share expert perspectives on why true diversification and sound portfolio construction matter now more than ever. Whether you're concerned about economic headlines or looking for practical investment wisdom, this conversation delivers timely insights you won't want to miss.

Connect with Us

• Call or test 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/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) US Debt Reaches 100 Percent of GDP
(03:12) Evaluating National Debt in Context
(04:54) Long-Term Effects on Markets and Investing
(07:58) Fixed Income Strategy Amid Rising Debt
(11:30) Equity Market Rally and Narrow Leadership
(14:14) The Risks of Overconcentration and Lasting Diversification

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down what record market highs truly mean for multi-generational wealth. Together, they weigh in on the latest market headlines, dispel myths about bubbles, and share how the 100-year family should respond to shifting economic tides and Federal Reserve changes. With stories, data, and hard-earned wisdom, they reveal why disciplined strategy and proper diversification outweigh fleeting headlines. Tune in for a master class in stewarding long-term family wealth—designed for anyone aiming to make an impact that lasts generations.

Chapters
(00:00) Navigating Market All-Time Highs
(02:40) Historical Data and Market Cycles
(05:10) The Value of Long-Term Discipline
(08:13) True Portfolio Diversification
(09:04) Federal Reserve Leadership Transition
(10:32) Interest Rates, Inflation, and Portfolio Strategy
(13:39) Building Resilient Investment Plans
(15:11) Preparation Over Prediction

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/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Justin Dyer and Mena Hanna tackle the complexities of artificial intelligence and its sweeping influence on both public and private markets. They break down the hype, explore the shifting fortunes of major sectors, and share lessons from history on market concentration, bubbles, and the power of diversification. With a clear focus on long-term, generational wealth, Justin and Mena offer perspective and strategy for families seeking to navigate today’s dynamic investment landscape. Tune in to hear seasoned insights on avoiding costly missteps and investing like a pro in an era defined by creative destruction.

Chapters
(00:00) Setting the Stage for AI in Markets
(01:36) Public Market Impacts and Major Headlines
(03:23) Market Efficiency and the Challenge of Timing
(04:52) Lessons from Historical Market Concentrations
(06:26) The Power of Diversification
(11:50) True Diversification and Private Market Access
(13:33) Key Takeaways 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/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the complexities of private credit, a rising trend in alternative investments. They explore how structural pitfalls, tax implications, and misleading liquidity can catch even seasoned investors off guard. By drawing on real-world analogies and candid industry perspective, Justin and Mena reveal what sets truly thoughtful portfolio construction apart. Tune in for actionable advice and a deeper understanding of how to navigate private investments wisely.

*Connect with Us*
+ Call or test 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/
+ X: https://twitter.com/awmcapital
+ Facebook: https://www.facebook.com/awmcapital/

*Chapters*
(00:37) Introduction to Private Credit
(02:08) Origins and Growth of Private Credit
(05:39) Retail Investor Access and Structural Risks
(07:03) Liquidity Challenges and Market Distortions
(10:25) Importance of Due Diligence
(11:40) Tax Efficiency and Post-Tax Returns
(13:58) Rigorous Research and Structuring

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market movements in the wake of a global ceasefire and explore what it means for long-term investors. The discussion covers the efficiency of markets, the distinction between investing and gambling, and why discipline is more rewarding than chasing headlines. Whether you're managing generational wealth or simply curious about how to weather market volatility, this episode delivers clear, seasoned guidance to help you play the long game with confidence.

Chapters
(00:00) Market Reactions to Ceasefire
(01:08) Efficiency and Interpretation of Markets
(03:58) Short-Term Versus Long-Term Market Behavior
(05:25) The Importance of Discipline and Long-Term Focus
(07:17) Navigating Volatility and Uncertainty
(09:01) Oil Market Impacts and Inflation Outlook

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/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Justin and Mena tackle the swirl of macro headlines — AI disruption fears, Middle East tensions, SpaceX going public, and a mission to the moon — and bring it back to what actually matters for investors: having a durable plan, staying diversified, and using money as a tool to accomplish what's most important to you.

Chapters
(00:00) Introduction: A lot going on (understatement of the year)

(00:36) AI headlines: fear mongering vs. real opportunity

(02:04) Going to the moon and the pace of innovation

(02:17) How AWM thinks about questioning existing beliefs

(03:10) The AI doomsday narrative — why we don't buy it

(04:10) Private market proof: AI cutting customer service costs by 60%

(05:19) Creative destruction and the history of innovation

(06:10) Segue: How does all of this change how we invest?

(06:38) Answer: It doesn't — but it does underscore diversification

(07:19) Geopolitical reset and why volatility can be a buying opportunity

(08:05) Managing your news diet and focusing on what you can control

(09:29) S&P 500 profit margins expanding because of AI

(09:44) SpaceX confidentially IPO-ing at $1T+ — all value created in private markets

(10:11) OpenAI at $850B — the private market opportunity you can't afford to miss

(10:26) Closing: Diversification as the plan across regions, public, and private markets

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/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/