On a recent episode of Invest Well, Be Well, my co-host Robyn and I had the pleasure of interviewing Brittany Mason, president and chief marketing officer of Banrion Capital. Brittany’s energy and perspective made for a lively and inspiring conversation. Here are my top three takeaways from our discussion:
As a podcast host, I’ve had the privilege of learning from some of the wisest professionals in our field—ranging from portfolio managers and financial advisors to some of our industry’s most thoughtful leaders. Each week on The Weighing Machine, we spend about 45 minutes with our guests,
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Fed Chair Powell’s Jackson Hole speech leaned dovish, suggesting rate cuts could be on the horizon. Bond yields fell and equities strongly rallied to fresh highs. * The Week Ahead: Key data releases include
Every investment firm has a stated philosophy and process. At its core, this philosophy explains how the firm believes markets work, what drives returns, and—perhaps most importantly—where they believe their edge lies. For active managers—those aiming to outperform benchmarks or peers—the ability to clearly articulate these
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Stocks climbed on growing expectations of a September Fed rate cut, with small-caps outperforming large-caps by the widest margin since April. Inflation readings were mixed—CPI supportive of cuts, but PPI showing the biggest
Eric Clarke isn’t just a former boss of mine—he’s a hiking buddy, a dear friend, and one of the most intentional leaders I know. As the founder and former CEO of Orion, Eric is a legend in the fintech and wealthtech worlds, and he still has a
Talking Points for The Week That Was and the Week Ahead “In the end, our life is ultimately a collection of what we pay attention to.” — William James * Nasdaq Hits All-Time High – Tech led the charge, with Apple soaring +13% after pledging $100B for U.S. manufacturing. The S&
Listen to the episode: Jim Ware: The Culture Factor – How Great Investment Teams Win Interviewing Jim Ware was a real treat for me. As someone who has bought nearly all of his books—read them too!—and been clearly influenced by his thinking in my own approach to managing investment
This interview was packed with insights for investors and financial advisors. As one listener wrote to me, “Wow, that was a master class—amazing episode.” And it truly was. Jurrien Timmer is a 30+ year veteran at Fidelity Investments. In this conversation, Robyn and I explored Jurrien’s fascinating career
Talking Points for the Week That Was and the Week Ahead Quote of the Week: “Beating the competition is relatively easy. Beating yourself is a never-ending competition.” — Old Nike ad Behavioral Spark The labor market is weakening, inflation is sticky, and rate cuts are back in focus. It's
Why I Believe in Technical Analysis Professionally, I’ve been using technical analysis (TA) since the 1990s. I believe in its value. That said, I know it’s not for everyone, and that’s okay. So, what is technical analysis? At its core, it’s the study of price. And
“We help people grow healthier, perform better, lead stronger, and make wiser decisions.” – Dr. Phil Pearlman Our second guest on the Invest Well, Be Well podcast was Dr. Phil Pearlman—and he was an ideal fit for our mission of wiser investing and stronger living. With a background spanning finance,