The Raise Your Average™ Podcast

Doomberg: Trump, Energy Policy and Geopolitical Uncertainty 19.11.2024 1:23:40 ↓

In this episode, Richard and Pierre are joined by the brilliant and always-provocative Doomberg. Known for slicing through political and energy-market noise with precision, Doomberg unpacks the seismic shifts rippling across the globe following the U.S. election. From the resurrection of "Drill, Baby, Drill" to the strategic chessboard of Big Tech’s nuclear ambitions, Doomberg delivers his signatu...

Stop Competing with Markets! Do this instead - Larry Swedroe 12.11.2024 1:25:06 ↓

In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former Chief Research Officer at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitigate market risks. Swedroe empha...

From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments with Banrion's Shana Sissel 24.09.2024 1:11:33 ↓

In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career in sports management to finance, discussing the ch...

Macro Outlook and Defensive Investing Strategies with Bob Elliott 15.08.2024 1:17:53 ↓

Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discussed his 13 years of experience while at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis and the more recent period of ecomomic upheaval, and today's macroeconomic landscape. Bob emphasized the importance of diversifica...

Justin Huhn: The Generational Bull Case for Uranium 13.08.2024 1:16:52 ↓

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of geopolitical tensions. Justin provides valuable...

Navigating These Unusual Market and Economic Signals with Jeff Weniger and Samuel Rines 28.05.2024 1:13:26 ↓

In this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro Strategists, Model Portfolios at WisdomTree Asset Management, join us to discuss various topics including the performance of the equity and bond markets, inflation, the labor market, and the real estate market. We explore the potential impact of rising yields on equities, the relationship between bonds and stocks, a...

Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada 09.04.2024 1:15:11 ↓

In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics including Bitcoin, the parallel between Michael Saylor and Hugo Stinnes, speculative mania, the parallels in the borrowing strategy of Hugo Stinnes and Michael Saylor, pumpamentals driving distortions in the market and the flywheel effect, the geopolitical implications of the Russia-Ukra...