Best Impossible Portfolio Podcasts (2025)

We only have a few weeks left in 2024. And man, it has been a banner year for the U.S. stock market. The S&P 500 is on track to log one of its best years in the last couple decades. So now the big question is, what’s next? Well, there’s always a bull market out there somewhere. On today’s new SteadyTrade Podcast, we're looking ahead to find that bu…

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What’s Shaping the Market? 5 Topics You Can't Ignore 20:54

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10M ago20:54

20:54

We heard you... We received some positive feedback from you, our listeners. So we’ve decided to do another “five-on-five” podcast as requested. You know the drill. On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall discuss five hot topics for five minutes each. The last month of the year is typically strong for stocks – es…

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Opportunities We’re Grateful for Heading Into 2025 31:06

10M ago31:06

31:06

It’s the day before Thanksgiving – so we wanted to take some time to talk about the things we're grateful for on this new episode of the SteadyTrade Podcast. Of course, we're thankful for our health, happiness, and families. But we’re also thankful for what’s ahead – specifically the opportunities available to use as we head into 2025. So in the sp…

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5 Key Market Trends That Will Shape 2025 32:20

11M ago32:20

32:20

It has been a wild couple weeks for investors and the market alike. Because of that, sometimes it’s a smart idea to just take a step back... reflect on what has happened... and then plan for the future. So on this week’s SteadyTrade Podcast, Tim Bohen and Matt McCall do just that. They dive into five important topics that we believe could shape the…

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How the 22-Hour Trading Day Could Reshape Markets 28:03

11M ago28:03

28:03

The New York Stock Exchange’s (NYSE) newly proposed hours. The exchange currently offers trading from 4 a.m. to 8 p.m. Eastern time from Monday through Friday. But the NYSE just proposed to extend trading hours from 1:30 a.m. to 11:30 p.m. Eastern time. That means the stock exchange would only be closed two hours per weekday. This could have major …

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Bitcoin Could Reach $100K Sooner Than Expected 26:53

12M ago26:53

26:53

Recent action in the world’s largest cryptocurrency – bitcoin (BTC-USD) – has captured the attention of both big institutions and the average investor. On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall discuss the latest bitcoin action and what it means for the entire crypto market heading into both the election and 2025.…

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Start Preparing Your Portfolio for the Election 35:47

12M ago35:47

35:47

We’re less than three weeks away from finding out who will become the next president of the United States in one of the tightest races in history. That fact that we don’t have a good sense of who will win just 20 days out from Election Day should have investors on edge. But considering the S&P 500 is trading near all-time highs, that doesn’t appear…

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What is the illusion of information adequacy? 11:19

12M ago11:19

11:19

How you ever wondered why people think they're right, even when they are wrong? Researchers Hunter Gehlbach, Carly D. Robinson, and Angus Fletcher just published a study that found that participants, regardless of the information they received, believed they had sufficient information to make a competent decision and felt confident in their choices…

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10-Bagger’ Investments Aren’t Impossible 24:25

12M ago24:25

24:25

The term “10-baggers” is thrown around often in the financial industry. It’s not commonplace to be able to identify a stock that will eventually go up 10X in value. But it is achievable. In the investment world, snagging a 10-bagger is equivalent to receiving a massive trophy you can put on your mantel. One of the most recent and notable 10-baggers…

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Is the passive 60/40 investment portfolio outdated? 11:26

12M ago11:26

11:26

Ben Inker is the Co-Head of Asset Allocation at GMO. In his September newsletter, he makes the case for deviating from a traditional 60/40 asset allocation strategy. Key arguments: Historical performance doesn't guarantee future results: While the 60/40 portfolio has performed well historically, past performance may not indicate future success, esp…

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These Aren’t Your Parents’ Utilities... 29:33

1y ago29:33

29:33

The third quarter is officially in the books, and the best-performing sector of the year so far has been utility stocks. This often considered “boring” sector is up 30% year to date and trading near all-time highs. It just logged its best quarter since 2003. And it’s currently on pace to have its best year since 2000. So on today’s new episode of t…

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What is ontology and why it produces weapons-grade AI for Palantir 10:52

1y ago10:52

10:52

Palantir Technologies joined the S&P 500 Index today. Back in June, CEO Alex Karp discussed the company's AI platform AIP, which uses "ontology" to refine large language models (LLMs) and make them valuable for enterprise applications. He claims AIP creates transformative value for businesses by improving efficiency, accuracy, and resource allocati…

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Finding Our Next Big Winners in This Under-the-Radar Sector 28:58

1y ago28:58

28:58

We're willing to bet most folks don’t think too much about energy drinks as an investment idea. But what if we told you one energy-drink maker was one of the best-performing stocks over the last 30 years? Monster Beverage (MNST) makes the sugary-caffeinated drinks that many people have come to love. It went public in August 1995, and since then has…

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How Do You Play a Market Pullback? 28:16

1y ago28:16

28:16

Many investors would argue that we’re in the midst of a sizable market pullback. In reality, the S&P 500 is trading just 3% below its all-time high. Clearly, it’s not as bad as most folks think. On today’s episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall discuss what’s going on in the market and detail how to take advantage of it from …

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We’re Answering Your Most Pressing Questions 31:25

1y ago31:25

31:25

Today, we’re doing something new and exciting… On this episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall are taking your questions. They have both been in this game a long time. They're passionate about what they do and want to share our knowledge with the universe. But they didn’t put this show together just for each other. It’s for yo…

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This Commodity Could Spark the Next World War 31:12

1y ago31:12

31:12

Water – or “blue gold,” as it’s often called – is a difficult topic to get investors excited about because it’s all around us and part of our daily life. But even though water covers 71% of the Earth’s surface, only about 0.5% of it is available fresh water. We understand that there’s hesitancy in believing that water is an investable commodity – e…

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Will the Stock Market Volatility Continue? 30:57

1y ago30:57

30:57

Whether you’re bullish or bearish on the stock market today is a topic we can always debate. What’s not worth debating is that broad volatility has been increasing over the past couple months… That’s our focus on today’s new episode of the SteadyTrade Podcast. Tim and Matt talk about the several known catalysts that could continue to increase volat…

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11: Ep 011 - Boost Your Wealth: The Power of a Higher Savings Rate 15:08

1y ago15:08

15:08

In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…

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Discussing Your Biggest Stock Market Concerns 30:00

1y ago30:00

30:00

The world is a wild place these days… That has led to volatility in the markets and big movements in individual stocks. And naturally, it has created many questions for investors and traders alike. So on today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall are reviewing some of the biggest topics that we have been getting asked…

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Breaking Down a Wild Week on Wall Street 28:42

1y ago28:42

28:42

The last week has been a rollercoaster of sorts – for everything from stocks and bond to cryptos and even the global geopolitical environment. All are likely impacting your investments, so today we’re breaking down exactly how the headlines are moving the markets. On the newest episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall analyze o…

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A Peek at Our Watch List: Our Favorite Small-Cap Stocks 38:45

1y ago38:45

38:45

The summer months typically lack big headlines in the stock market. But that hasn’t been the case this year… On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall dissect some of the hottest stories of the last week and what they mean for your portfolio. Finally, they begin sharing the names of six stocks at the top of their …

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10: Ep 010 - Making the Best of Your Financial Sarathi aka Financial Advisor. 16:24

1y ago16:24

16:24

Welcome back to another insightful episode of PGIM Money Buddy, brought to you by ‘Money and Me’, an investor education and awareness initiative by PGIM India Mutual Fund. In this episode, Ajit Menon, CEO of PGIM India Mutual Fund delves deep into the invaluable role of a financial advisor, or as he likes to call them, your financial sarathi. Ajit …

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What Investors Need to Know for the 2024 Election 33:11

1y ago33:11

33:11

It has been a few days since President Joe Biden’s announcement that he’s dropping out of the 2024 presidential election rocked the world. That has given us some time to think about the implications for the election, the stock market, and the future of our country. On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt share their vi…

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How AI Will Change the $8 Trillion Healthcare Industry 33:18

1y ago33:18

33:18

The healthcare industry as we know it today will be unrecognizable a decade from now… Several technological breakthroughs are coming together to upend one of the largest industries in the world. And one of the biggest culprits is artificial intelligence (AI). On today’s episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall dive into some of…

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Why Bitcoin’s Pullback Should be Short-Lived 30:47

1y ago30:47

30:47

There are several old adages on Wall Street that teach buying when the masses are panicking. Investors should be taking their advice today… Tim Bohen and Matt McCall discuss in detail why Bitcoin has fallen from all-time highs into a bear market. The good news is that we expect it may be short-lived… Several potential catalysts on the horizon could…

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The Biggest Winners of 2024 So Far 28:35

1+ y ago28:35

28:35

At the start of every year, analysts and talking heads put out their predictions for the year ahead. But over the years, most prognosticators are pretty bad at predicting what things will look like just 12 months in the future. For example, six months ago nearly everyone was calling for several interest rate cuts by the Federal Reserve. Yet here we…

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The Time for Small Caps is Upon Us 25:54

1+ y ago25:54

25:54

A new king of the stock market has been crowned. Last week, Nvidia (NVDA) briefly passed up Microsoft (MSFT) and Apple (AAPL) to become the largest publicly traded company in the world. Microsoft is back in the lead as I write this, but it remains a tight race. All three firms are currently valued at more than $3 trillion. In total, seven U.S. comp…

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How Interest Rates and CPI Affect Car Buyers in 2024 27:22

1+ y ago27:22

27:22

Last week something happened that has only occurred 13 times in the past 20 years. And the results were in-line with what history told us was going to happen. On June 12, the Federal Reserve held a meeting and made an announcement on interest rates on the same day that the Consumer Price Index (CPI) – inflation reading – was released. Considering t…

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Unlocking $28 Trillion: The Future of Self-Driving Cars and Robotaxis 26:46

1+ y ago26:46

26:46

Americans spend 216 hours a year commuting—27 workdays! Self-driving cars could soon free up that time. In today's SteadyTrade Podcast, Tim and Matt discuss the rise of autonomous vehicles (AVs), driven by AI. Only 37% of Americans are ready for AVs, but futurist thinking is key for investing. The big opportunity? Robotaxis. These self-driving taxi…

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GLP-1: The Game-Changer Investors Can't Ignore 17:08

1+ y ago17:08

17:08

GLP-1 medications are a hot topic right now. Drugs like Novo Nordisk's (NVO) Ozempic and Eli Lilly's (LLY) Mounjaro are not only transforming individuals' weight loss and overall health… they're also presenting significant economic opportunities. On today's episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall explore the revolutionary impa…

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How AI is Reshaping the Energy Investment Landscape 37:30

1+ y ago37:30

37:30

Welcome back to the SteadyTrade Podcast! We’re excited to freshen things up and introduce a new co-host – Matt McCall. After a few years’ hiatus, we’re ready to embark on this new chapter and blend our expertise to bring you insights into the trends and sectors driving the stock market. If you’re wondering why the podcast was paused, we felt it was…

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9: Ep 009 - Overcoming concentration risk 12:58

1+ y ago12:58

12:58

Risk concentration is an important aspect to get a hold of when it comes to managing your wealth, personal finance planning and getting to where you want to be. But it's also one of those things that is often less understood or maybe misunderstood. So, in this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, is here to clarify some …

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8: Ep 008 - Ajit deep dives into how inflation impacts our household 19:06

1+ y ago19:06

19:06

In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, talks about a topic that affects all of us and is the number one enemy of our hard earned money, which is inflation. Ajit deep dives into how inflation impacts our household and how one can invest in the right asset classes that can beat inflation over long run. Disclaimer : M…

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7: Ep 007 - How to select a good financial advisor 15:25

2y ago15:25

15:25

Even the most experienced investors can face personal biases while making financial decisions on their own. Each individual is unique in terms of risk tolerance and goals and this requires a bespoke solution. In this episode of Money Buddy podcast, Ajit Menon, CEO, PGIM India Mutual Fund, shares his perspective on how financial advisors can help in…

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6: Ep 006 - How to invest in Global Companies 15:13

2y ago15:13

15:13

Many investors tend to have a home bias – they invest majorly in domestic assets and thus lose out on owning international business/themes that are not available in Indian markets. In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, takes us through why investors should consider investing beyond Indian markets and the options a…

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Curtis Yarvin foreshadowed the Rise of X Twitter 20:24

2y ago20:24

20:24

Curtis Yarvin gamed out a scenario for an American Caesar and the role that a ubiquitous social media app would play, namely, followers could "put yourself at the remote control of Trump himself ... literally you have a crowd in which each individual can be steered around like a joystick by Trump himself." This possibility is not idle speculation, …

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Van Vliet on the High Return-Low Volatility Paradox 11:02

2y ago11:02

11:02

This is a supercut of three interviews with Pim van Vliet, the Head of Conservative Equities and Chief Quant Strategist at Robeco. Along with Jan de Konig, he is co-author of the book, High Returns from Low Risk: A Remarkable Stock Market Paradox.

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5: Ep 005 - Automate your portfolio with Balanced Advantage Funds 10:16

2y ago10:16

10:16

Balanced Advantage Funds dynamically adjust their equity and fixed income exposure based on a pre-determined formula. If you wish to be saved from the hassle of managing your asset allocation on your own, consider Balanced Advantage Funds. In this episode, Ajit Menon, CEO, PGIM India Mutual Fund, explains how Balanced Advantage Funds (BAFs) work an…

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Investment logic and the power of IF, THEN, ELSE 40:27

2y ago40:27

40:27

The headline says U.S. stocks roar back in 2023 to book best seven months to start a year in decades, yet many investors and professionals missed out on the gains due to their bearish outlook. We were pessimistic too, but our investment portfolios experienced a much different outcome. Why?

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Sam Kunz, the Making of a Fund Manager 31:54

2y ago31:54

31:54

My friend Sam was featured in Episode 84 of the Fiftyfaces podcast dated June 28, 2021, a year after going back into private wealth management after a stint at the University of California where he served as head of asset allocation and investment strategy.

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4: Ep 004 - Overcome volatility with buy and hold strategy 14:19

2y ago14:19

14:19

Many traditional Indian investors are not familiar with the ups and downs associated with market-linked products like mutual funds and as a result enter and exit funds at the wrong time. This constant churn disturbs the compounding power of the portfolio. Tune into this episode of Money Buddy where Ajit Menon, CEO, PGIM India Mutual Fund, talks abo…

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3: Ep 003 - 5 key things to focus on for Financial Freedom 12:56

2+ y ago12:56

12:56

Did you know, retirement is the only life goal for which you don’t get a loan? Tune into this episode of Money Buddy where Ajit Menon, CEO, PGIM India Mutual Fund, talks about the importance of planning for financial freedom. Know how to monetize your skills to generate income during retirement, build your retirement kitty and lead a purposeful lif…

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2: Ep 002 - The 7 asset classes that help you diversify. 10:27

2+ y ago10:27

10:27

In an increasingly interconnected world, holding a diversified portfolio can provide a better outcome. Asset allocation is the holy grail of diversification but how does one go about achieving optimal diversification by identifying the right asset classes. Get answers to all your questions on building a sound portfolio from Ajit Menon, CEO, PGIM In…

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1: Ep 001 - Thumb rules of Investing 12:30

2+ y ago12:30

12:30

Planning for your life goals becomes easy when we follow the thumb rules of investing. In this episode, Ajit Menon, CEO, PGIM India Mutual Fund, explains the sequence one should follow when it comes to managing your finances – household budgeting, protecting your family through insurance, creating an emergency corpus, and finally investing. Tune in…

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Stephen Laipply on fixing the 40 percent allocation to bonds 4:07

2+ y ago4:07

4:07

BlackRock US head of fixed income ETFs Stephen Laipply says, "“Investors are looking at this market, the public fixed-income markets, and realizing that they can ‘fix’ their 40 by de-risking it to varying degrees . . . it really is an opportunity to get back to what that 40 was supposed to do, which is diversify your risk assets.” He appeared on Bl…

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Don Bacon v Kevin Roberts on the debt limit and budget cuts 20:32

2+ y ago20:32

20:32

Republican Don Bacon represents Nebraska's 2nd District; he appeared on the February 23, 2023 episode of Media + Politics 101 podcast. Kevin Roberts is the president of The Heritage Foundation; he appeared on Steve Bannon's war room on February 4, 2023. Let's compare and contrast their positions.

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Seth Carpenter on measuring house inflation and the outlook for monetary policy 6:17

2+ y ago6:17

6:17

Seth Carpenter is the Chief Global Economist at Morgan Stanley. He worked for the Board of Governors of the Federal Reserve for 15 years. During the 2007-09 financial crisis, he was a senior member of the Division of Monetary Affairs, meaning he was part of the team that advised the Board and members of the Federal Open Market Committee (FOMC) in s…

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David Kelly on wage gains and inflation 11:44

2+ y ago11:44

11:44

With the exception of high earning tech workers fearing layoffs, the way for the masses of low-wage workers to get an immediate pay raise is to move to the same job elsewhere. I can't understand why economists like David Kelly are unable to understand this as he demonstrated in the February 6, 2023 episode of Notes on the Week Ahead. More here on t…

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Mike Wilson on fear of missing out 3:43

2+ y ago3:43

3:43

Nobody can see the future, but when it comes to investing and trading, it's always a good idea to practice keeping one's cool. Morgan Stanley Chief U.S. Equity Strategist and Chief Investment Officer Mike Wilson appeared on the January 30, 2023 episode of Thoughts on the Market.