Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN.

Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN Director of Investments Andrew Almeida, CFA, CFP®, focused on the principles behind portfolio construction and long-term investment thinking.

In this special preview episode, Joe and Andrew dive into stagflation: what it is, how it shaped markets in the 1970s, and why advisors are hearing about it again today. They explore how inflation, slowing growth, and market uncertainty can influence investor behavior, portfolio design, and planning conversations in the current environment.