Matt interviews George Milling-Stanley, Chief Gold Strategist for State Street Global Advisors. Spanning the historical to the practical, George gives a breakdown of gold’s role over the years, the investment case for gold, and surveys the present state of the market. 

• George’s personal 50 year history with gold
• What happened in 1971 and what gold was prior to that date
• Gold’s investment role and place in a portfolio
• The current state of the gold market
• The recent history, 1971 - Present

Today Matt interviews Michael Green, CFA from one of our newest fund partners, Simplify Asset Management where he serves as Portfolio Manager and Chief Strategist. In a wide ranging conversation, Michael shares the unique lens through which he analyzes markets and articulates his concerns around changes in the underlying market structure. 

• When did he begin to question the underlying tenets of his traditional valuation background and education?

• Separating truth from fiction in the 30-year overnight success story of passive investing.

• What are the implications of changing market structure?

• How is Simplify creating products that utilize options and other derivatives to help mitigate the impact on portfolios from these structural changes?

• Assessing the market behavior of 2022 and looking ahead

• Real estate entrepreneur, Mark Strub, visits the podcast to give us an update on the rapidly changing residential real estate market. We cover so many topics!
• The market transitioning from blazing hot to warm
• Supply and demand forces in Austin
• The impact of higher mortgage rates on buyers and sellers
• The 'missing middle' housing problem
• The negotiating table: buyers vs sellers
• Real estate as an investment
• Evaluating schools
• Best bang for the buck on home improvements

Matt and Kevin analyze the worst year for bonds since the industry began recording data in 1926. They talk about what caused this and where the market might go from here. They review the main categories of bonds, the recent outcomes for each, and what investors should be prepared for when investing in bonds going forward.

• Levels of tax strategies
• Understanding your relationship with the IRS
• Business deductions often overlooked
• How to get the most out of your CPA
• Perspectives on audit risk

• What purpose can trading strategies serve in a portfolio?
• Buy-and-hold vs alternative trading strategies
• Using the whole trading tool kit
• Contrarian value strategies
• Price trend following strategies
• From hedge funds to exchange traded funds

• Real estate
• Infrastructure
• Commodities
• Currencies

• Trends in employer stock plans
• What are you actually getting from your employer?
• The simplest way to get your head around buy/sell decisions
• What type of analysis is most useful? 
• Using employer stock to fulfill your personal goals

• What the heck is an NFT?
• How does this relate to Bitcoin and Ethereum?
• What are the current uses of NFTs?
• What is the hope of NFTs in the future?
• How do you actually buy an NFT?
• How to deal with risks and scams
• Investment characteristics of NFTs

• Health care costs in a household budget
• Navigating marketplace insurance policies for self-employed, early retirees, and grown children leaving their parents plans
• A framework for evaluating Medicare plan options
• Caribou's new program to make health care advice more accessible