Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Markets pushed to new highs as earnings momentum continued, with forward S&P 500 earnings per share now near record levels. Inflation data sent mixed signals—CPI a touch hotter, but PPI surprisingly
Investing is not just about numbers—it’s about judgment, character, and perspective. One of the most telling questions we asked guests on The Weighing Machine was simple: Who were your mentors, and what did they teach you? Their answers revealed timeless wisdom that goes far beyond markets. Here are
Our recent Invest Well, Be Well guest Tom Lydon suggested I connect with Emily Binder—and it was a fantastic recommendation. They say “we’re all in sales,” but we’re also all in marketing. In today’s world, where so many of us are effectively entrepreneurs shaping our own
One of the timeless challenges for investors is managing information. There has never been more of it—data, headlines, commentary, and noise—yet the timeless truths of investing require discipline, perspective, and filtering for what truly matters. On The Weighing Machine, many thoughtful guests shared how they cut through the
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: August brought just 22,000 new jobs—well below the 77,000 expected and down from July’s revised 79,000. June was revised even lower, showing a loss of 13,000 jobs, the
One of the reasons I chose stronger living as a primary focus for my current podcast, Invest Well, Be Well, is because of a favorite tradition from my previous podcast, The Weighing Machine. At the end of each episode, I would ask guests the same question: How do you maintain
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Nvidia earnings dominated headlines, with solid results but muted stock reaction, reminding investors that expectations may be getting ahead of reality. Core PCE inflation rose at the fastest pace since February, while GDP was
I’ve known Skip Schweiss for nearly ten years. The first time we spent meaningful time together was on the Kalalau Trail along Kauai’s Na Pali Coast. It’s one of the most beautiful hikes in the United States—but also one of the most dangerous. Crawlers Ledge, in
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