Best Strategic Asset Allocation Podcasts (2025)

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Portfoliometrix: A look through the MPS provider's strategic asset allocation update. 31:39

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24d ago31:39

31:39

Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation.By Citywire

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Game Theory - Board Games & Tabletop Strategy - The Psychology of Bluffing 2:36

7h ago2:36

2:36

Game Theory — Friday: Board Games & Tabletop Strategy The Psychology of Bluffing in Modern Board Games Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking bluffing…

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Michael Azlen - Turning Emissions into an Asset Class 34:29

1h ago34:29

34:29

Send us a text What happens when a climate policy becomes a tradable market? Vincent sits down with Michael Azlen of Carbon Cap to unpack the rise of compliance carbon markets — a space where regulation, scarcity, and innovation meet finance. From the mechanics of cap-and-trade to the investment case behind carbon allowances, this episode reveals h…

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Market Pulse - Oil, Gas, Real Estate & Credit Numbers 1:32

3h ago1:32

1:32

Market Pulse — Friday: Oil, Gas, Real Estate & Credit Numbers Essential Market Data for Passive Investors Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Friday's numbers. ENERG…

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Game Theory - New Releases & Community Pulse - Warhammer 40K: Space Marine 2 6:06

3d ago6:06

6:06

Game Theory — Thursday: New Releases & Community Pulse Warhammer 40K: Space Marine 2 Deep Dive Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory, where we explore the principles that…

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Market Pulse - Oil Surge, Gas Heating Demand 3:31

1d ago3:31

3:31

Market Pulse — Thursday, October 9, 2025 Numbers Only — Oil Surge, Gas Heating Demand INTRO (0:00–0:10) Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Thursday's numbers-only e…

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Game Theory - Wild Card Wednesday: The Science of Imagination 5:19

7h ago5:19

5:19

Game Theory — Wild Card Wednesday: The Science of Imagination How Fantasy Worlds Build Real Brains Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory, where we explore the principles …

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Can You Trust the Market? Equal-Weighted S&P 500 vs. Four-Fund Strategy 53:49

1d ago53:49

53:49

In this week’s episode, Paul Merriman shares lessons from a lifetime of investing—prompted by conversations with students, longtime collaborator Rich Buck, and questions from new investors about trust and risk. Paul dives deep into the data behind his favorite long-term strategies, including the equal-weighted S&P 500 and the classic Four-Fund Port…

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Market Pulse - Numbers Only - Oil, Gas, Credit by the Data 3:23

20h ago3:23

3:23

Market Pulse — Wednesday, October 8, 2025 Numbers Only — Oil, Gas, Credit by the Data INTRO (0:00–0:10) Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Wednesday's numbers-only …

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Game Theory - The Rogue: Shadow, Strategy, and Survival 3:52

11h ago3:52

3:52

By Gold Dragon Investments

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Market Pulse - Overnight Shifts: Power Plays, Logistics Surges, and Credit Collisions 5:27

23h ago5:27

5:27

By Gold Dragon Investments

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Why the FCA ditched its crypto ban? 28:28

1d ago28:28

28:28

By Citywire

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Gavekal's Anatole Kaletsky: US exceptionalism won't last past a year 19:02

1d ago19:02

19:02

By Citywire

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Game Theory - The Golden Sentinels - Adeptus Custodes and Elite Performance 5:52

2d ago5:52

5:52

By Gold Dragon Investments

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Market Pulse - Energy Bifurcation, Multifamily Recovery & Private Credit Boom 5:46

7d ago5:46

5:46

Market Pulse - Monday, October 6, 2025 Your essential morning briefing on US private markets covering energy, commercial real estate, and private credit. Energy Sector Highlights: Data centers driving 44 GW of additional electricity demand by 2030 Natural gas: $3.70/MMBtu Q4 2025, climbing to $4.30 in 2026 5.6 GW of energy storage capacity added in…

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REA024 - Final Brief: Sunset & Strategic Redirect 2:50

5d ago2:50

2:50

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.This is our final brief. After 23 episodes covering rare earth supply chains—from MP Materials' DoD partnership to Lynas' heavy REE breakthrough—we're sunsetting this show to focus on two core verticals: Energy Markets Daily and LLD Daily.Strategic Redirect:- Energy Markets D…

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The Fed's Rate Cut: Implications for Portfolios and Markets 12:47

7d ago12:47

12:47

The Federal Reserve lowered rates, raising important questions about the balance between inflation risks and continued economic growth. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame to discuss what the Fed's decision could mean for interest rates, equity markets and long-term investment planning. They con…

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REA023 - Thursday Technical: NdPr at Two-Year Highs & The Q4 Demand Surge 3:48

11d ago3:48

3:48

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Thursday's technical brief delivers hard data on the NdPr breakout. NdPr oxide hits 632,000 yuan/tonne (US$88/kg) in China—two-year highs on a 40% surge since July. MP Materials' export halt removed 9% of China's NdPr supply, creating panic buying as Q4 seasonal demand amplif…

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The Final Chapter: S&P 500 vs. 60/40 vs. Four-Fund Strategy 30:39

8d ago30:39

30:39

In this final episode of our four-part series, Paul Merriman compares three powerful approaches for a lifetime of investing: 100% S&P 500: high-risk, high-reward growth. 60/40 mix of S&P 500 and bonds: a defensive balance. 100% U.S. Four-Fund strategy: large-cap blend, small-cap blend, large-cap value, small-cap value. Paul uses 55 years of data (1…

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REA022 - Wednesday Midweek: Q4 Positioning and the Recycling Reality 4:15

12d ago4:15

4:15

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Wednesday's midweek focus examines Q4 positioning as the traditional stockpiling season winds down. MP Materials holds $67 support amid cautious stability, while recycling dynamics reshape supply equations. Scrap suppliers withhold Dy/Tb material, creating artificial tightnes…

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FCA exclusive: Advisers, don't fear the FOS 18:45

9d ago18:45

18:45

The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.By Citywire

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REA020 - Monday Outlook: Supply Chain Sovereignty & The Policy Pivot 3:43

13d ago3:43

3:43

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Good morning. Monday, September 29th. Our focus: Supply Chain Sovereignty and the Policy Pivot.- Market Pulse:NdPr baselines in China are holding firm, reflecting a market that's found its rhythm despite underlying tension. But let's be clear: the real story isn't just the sp…

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REA021 - Tuesday Reality Check: Price Surge, Capacity Gaps, and Execution Alpha 3:38

13d ago3:38

3:38

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Tuesday's reality check confronts the execution challenges behind Monday's strategic vision. NdPr prices surge 40% YTD, but MP stock retreats despite fundamentals. Western processing capacity lags mining development, creating bottlenecks that separate winners from losers.What…

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DD023 - Final Update: Where to listen next (Energy Markets Daily + Fund of Funds Daily) 1:44

14d ago1:44

1:44

We’re sunsetting GLOBAL REAL ESTATE DAILY. For your daily, institutional-grade brief, subscribe here: Energy Markets Daily – RSS – Apple – Spotify Fund of Funds Daily – RSS – Apple – Spotify This archive stays live for SEO and reference. For capital introductions and inquiries: [email protected]. Welcome to Global Real Estate Daily, an AI-p…

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REA019 - Weekly Synthesis: Floors, Flows, and the HREE Premium 3:24

17d ago3:24

3:24

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A focused Friday synthesis. NdPr stays firm on China baselines; the DoD-MP framework cements Western price floors and offtake certainty; and heavy rare earths hold a stubborn ex-China premium. Europe's constraints persist under export controls.What's inside:- Market read: NdP…

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GLED022 - PCE Reality Check — Inflation Persistence & Deployment Recalibration 5:14

17d ago5:14

5:14

Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Friday, September 26th — PCE Reality Check. While others react to headlines, you get the recalibration playbook that turns inflation persistence into strategic advantage.What you'll get:- PCE data breakdown: Core inflation 2.99% YoY, still 99 basis points above Fed target…

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GLED021 - SNB Decision Day — European Policy Divergence & Global Capital Arbitrage 5:45

17d ago5:45

5:45

Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Today we turn the SNB decision into an edge. While most wait for headlines, you get the execution plan: how a 0% Switzerland, an easing-leaning Europe, and a “slow-walk” Fed create spreads you can actually monetize.What you’ll get:- Market pulse: 10Y UST ~4.15%; CRE finan…

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REA018 - Thursday Brief: Momentum, Pricing, and Strategy 4:02

18d ago4:02

4:02

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Today’s brief cuts through the REE noise. MP holds its midweek momentum as the U.S. mine‑to‑magnet push stays on track. Neodymium is firm on China baselines while heavy rare earths keep a stubborn ex‑China premium. Europe gets a real anchor with Neo’s Estonia magnet line — ea…

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REA017 - Wednesday Momentum & Strategic Positioning (Regenerated) 4:49

19d ago4:49

4:49

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A straightforward read on where the REE market is leaning midweek. MP draws institutional interest on heavy volume. Neodymium holds gains year‑to‑date; dysprosium stays priced for scarcity outside China. Policy is the driver: export licenses, bottlenecks, and floor mechanisms…

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Retirement Distributions: All S&P 500 vs. 60/40 Portfolio 37:12

14d ago37:12

37:12

Paul Merriman continues our series on radical lifetime investment strategies—comparing an all-equity S&P 500 portfolio to a balanced 60% equity/40% bonds portfolio. After two episodes focused on the accumulation phase, this third installment shifts to retirement distributions: How much income could each portfolio provide? How did they hold up durin…

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GLED020 - Powell Speech Analysis — Real-Time Market Response & Global Positioning 4:01

19d ago4:01

4:01

Wednesday morning Powell speech analysis for institutional real estate capital positioning following Fed Chair Powell's real-time market commentary. NEW INTRO FORMAT: Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Powell Speech Market Response: Federal Reserve Chair Powell emphasized cautious approach to future rate …

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GLED019 - Mid-Week Global Analysis — Market Dynamics & Strategic Positioning 4:23

20d ago4:23

4:23

Tuesday morning mid-week global analysis for institutional real estate capital positioning following sustained post-FOMC momentum. Mid-Week Market Positioning: Federal Reserve's 25bp cut to 4.00%-4.25% maintaining sustained momentum. US 10-year Treasury at 4.14%-4.15% with commercial mortgage rates around 5.78%-6.34%. 30-year mortgage rates around …

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REA016 - Tuesday Market Consolidation & Strategic Analysis 4:42

15d ago4:42

4:42

Tuesday's comprehensive rare earth market consolidation analysis and strategic positioning for institutional capital. Market Consolidation - September 23, 2025: - MP Materials: $73.22 (+$0.01, +0.02%) - Healthy consolidation after Monday's strong opening - Volume: 10.6M shares - Continued institutional interest following Monday's performance - Mark…

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REA015 - Monday Market Opening & Strategic Positioning 5:02

16d ago5:02

5:02

Monday's comprehensive rare earth market opening analysis and strategic positioning for institutional capital. Current Market Performance: - MP Materials: $73.22 (+2.04%, +$1.47) - Strong momentum continuing from Friday - Volume: 37.4M shares - Significant institutional interest accelerating - Market cap: $12.97B - Rare earth sector strength in Mon…

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GLED018 - Week Ahead Positioning — Post-FOMC Momentum & Global Capital Deployment 4:10

21d ago4:10

4:10

Monday morning week-ahead positioning analysis for institutional real estate capital following post-FOMC sustained momentum. Post-FOMC Week-Ahead Momentum: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-ahead opportunities. US 10-year Treasury at 4.15% showing fourth consecutive session of gains while commercial mortgage rates st…

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GLED017 - Post-FOMC Week Wrap-Up — Global Positioning & Weekend Advantage 3:44

24d ago3:44

3:44

Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real es…

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REA014 - Weekly Wrap-Up & Strategic Positioning 5:38

24d ago5:38

5:38

Friday's comprehensive weekly wrap-up and strategic positioning analysis for institutional capital in rare earth elements. Weekly Market Performance: - MP Materials: $71.65 (+0.93%, +$0.67) - Strong response to Fed rate cut environment - Volume: 1.15M shares - Institutional interest accelerating post-monetary policy shift - Market cap: $12.77B - Ra…

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REA013 - Fed Rate Cut Impact & Rare Earth Market Response 4:36

20d ago4:36

4:36

Thursday's comprehensive rare earth market analysis and Federal Reserve policy impact for institutional capital. Market Snapshot - September 18, 2025: - Federal Reserve cuts rates 25 basis points to 4.00%-4.25% range - Lower financing costs benefit capital-intensive rare earth separation facilities - Enhanced project economics for Western rare eart…

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Paul Merriman on Money Life with Chuck Jaffe at FinCon 15:16

20d ago15:16

15:16

At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence. Paul shared insights on the rise of index funds, the FIRE movement’s “one-fund-for-life” approach, and how small portfolio adjustments can boost long-term returns. He also discussed timeless investing principles l…

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GLED016 - Post-FOMC Follow-Through — Global Capital Deployment & Currency-Driven Opportunities 3:49

25d ago3:49

3:49

Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial …

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Strategic Choices in Fixed Income for Long-Term Investors 13:59

20d ago13:59

13:59

After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt Farrell for a discussion on how investors should be thinking about fixed income portfolios in today's market. They…

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Two Radical Investments – U.S. 4-Fund Portfolio vs. S&P 500 33:29

21d ago33:29

33:29

In Part 2 of this 4-part series, Paul Merriman compares the accumulation results of the U.S. 4-Fund Portfolio against the S&P 500, using both all-equity and 60/40 strategies. Paul analyzes five decades of data, showing how diversification affects returns, volatility, and long-term wealth creation. Paul also highlights the tables you’ll want to down…

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GLED015 - Post-FOMC Global Positioning - Central Bank Divergence & Cross-Border Capital Acceleration 3:56

26d ago3:56

3:56

Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully…

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REA012 - Heavy Rare Earth Discoveries & Market Consolidation 5:08

22d ago5:08

5:08

Wednesday's comprehensive rare earth market data and supply chain developments for institutional capital. **Market Snapshot - September 17, 2025:** - MP Materials: $65.98 (-1.78%, -$1.19) - Healthy profit-taking after recent momentum - Market showing disciplined consolidation as institutional capital processes developments **Fresh Rare Earth Pricin…