Balanced PM

Balanced PM

By XYPNBusinessEducationInvesting
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Balanced PM episodes

  • Ep #4: The Anatomy of Yields
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    A 6% bond may look better than a 4% bond, but what's behind that extra yield? In this episode of Balanced PM, Joe Dunn and Andrew Almeida break down the risks behind bond yields, from credit and term premiums to inflation and interest rates, and explore what today's fixed income market means for client portfolios. Because the highest yield isn't always the best deal.

    1 hr 28 min
  • Ep #2: Navigating Uncertainty

    In episode two of Balanced PM, hosts Joe Dunn and Andrew Almeida unpack why today's investing environment feels so fragile, with inflation easing but still above target, labor markets resilient yet showing cracks, weak consumer sentiment, and geopolitical risks that markets have largely ignored.

    1 hr 24 min
  • Ep #1: Breaking Down Stagflation

    In the debut episode of Balanced PM, hosts Joe Dunn and Andrew Almeida explore stagflation: what it is, why it's so challenging, and what today's warning signs may mean for advisors.

    They break down the history of stagflation in the U.S., current inflation and growth concerns, labor market signals, energy shocks, AI's potential impact, and the portfolio risks advisors should keep an eye on.

    1 hr 4 min

About Balanced PM

From the publisher's feed

Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight,…