The Talk Exchange by Regency Capital

The Talk Exchange by Regency Capital

By Regency CapitalBusinessEntrepreneurshipInvesting
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The Talk Exchange by Regency Capital episodes

  • Crazy Rich Insider Traders

    Neil Rose, CFA (CEO) and Arthur Mallet (President & COO) sit down to discuss Neil's recent article, 'Crazy Rich Insider Traders.' They cover the new era of insider trading on prediction markets and in Washington, what it means for capital markets, and why the long-term cost may show up in the multiple investors pay for U.S. assets.

    Read the article: https://regencycm.com/2026/05/05/crazy-rich-insider-traders/
    Subscribe to our newsletter: https://regencycm.com/news/#subscribe

    46 min
  • The Love/Hate Relationship with Gold

    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.

    32 min
  • Magnificent Earnings

    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.

    46 min
  • Market Update

    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.

    28 min
  • The P Word (Performance)

    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.
    29 min
  • Common Client Questions

    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
    36 min

About The Talk Exchange by Regency Capital

From the publisher's feed

Neil Rose, Kawika Shoji and Arthur Mallet talk about financial markets, economics and investing. Thanks for joining us in trying to figure stuff out!