Kawika Shoji and Neil Rose discuss the relevance and performance of gold as an investment in the current market, the relationship between inflation and gold, and the increasing demand for gold as a hedge against uncertainty and risk.

Major Info Tech earnings announcements this week. Kawika Shoji gets some reactions and thoughts from Neil Rose on the tech sector now and going forward.

Kawika Shoji and Neil Rose discuss the potential market reactions to a Trump or Harris win on election day. How does Neil evaluate inflation?

Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.

Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.

Neil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm. 

• Past performance is never indicative of future results but looking back at the All-Weather Absolute Return, Balanced & Diversified, All Stock, Global Stock and Income Plus results as a way to evaluate process is always a valuable tool. 
• Long-Term vs. Short-Term view of performance.
• The emotional components of investing. How leaning into a process can minimize emotionally driven decisions.
• Why now is an interesting time for income investors.

Neil Rose gives candid responses to common client questions that Kawika Shoji has received in these past weeks.

• Active vs Passive Investing
• Opportunities outside the Magnificent Seven
• Taking chips off the table
• REITs and spinoffs

Episode 009 | Mid-Year Update 2023

Episode 008 | Sizing Does Matter

Episode 007 | Springtime for Income -
Neil Rose and Arthur Mallet explain why the historic drop in bond prices—amid a bear market in stocks, no less—is raising longer-term income generation in Regency Capital portfolios. Also discussed: inflation and macro-ideas, asset “balance”, how to think about losses and losing, buying cheaper, and position sizing.