AWM Insights Financial and Investment News

Join Justin Dyer and Mena Hanna as they break down the first half of the year in financial markets, cutting through the noise to reveal what really matters for families focused on long-term wealth. From headline shocks and surprise market rallies to the hype cycle around tech giants and SpaceX, they unpack the most important lessons learned and the pitfalls to avoid. Whether you're building a 100-...

Join Mena Hanna and Brandon Averill as they recap powerful lessons from a two-day Annual General Meeting in San Francisco, where the brightest minds in venture capital, tech, and professional sports converged. This episode explores how AI is reshaping the value of intelligence, why human judgment remains irreplaceable, and what it takes to access today’s most exclusive venture opportunities. Packe...

Join us for this episode of AWM Insights as portfolio manager Mena Hanna sits down with Roger Ferguson, AWM's venture and private equity specialist and a former professional athlete. Together, they break down the recent SpaceX IPO, exploring what it means for investors—whether you’re early to the game, joining the retail wave, or navigating complex private market access. Roger and Mena share insid...

In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna break down the buzz surrounding the historic SpaceX IPO. They examine the mechanics behind the IPO's massive valuation, offer candid opinions on market hype and intentional scarcity, and discuss the psychological traps that lure investors into chasing big headlines. With a clear-eyed look at risk, FOMO, and disciplined investing, th...

Justin and Mena unpack the current hype cycle: including the approaching SpaceX IPO at a reported $1.8 trillion valuation and Broadcom's $400 billion market cap loss. And they explain how 100-year families should think about investing when financial physics start to break down. Connect with Us Call or text: 626-862-0355 Website: https://www.athletefamilyoffice.com/ YouTube: https://www.youtube.com...

This week Justin and Mena tackle the hottest market headlines, from SpaceX's eye-popping valuation to the effects of oil prices and inflation on investor portfolios. Backed by real data and hard-won experience, they break down the numbers, challenge the market hype, and share why disciplined decision-making trumps short-term bets for building 100-year family wealth. If you’re ready for candid opin...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna take a close look at IPOs, breaking down what an initial public offering truly means and how it fits—or fails to fit—into a disciplined, generational wealth strategy. They dig into headline-makers like SpaceX and discuss the realities behind IPO “pops,” market timing, and the long-term results da...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna dig into the hype and reality surrounding artificial intelligence and its impact on multi-generational wealth strategies. From the soaring valuations of data centers to the lessons hidden in recent market bubbles, they break down what families should know before investing in AI-driven trends. The...

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they unpack the implications of the US national debt reaching 100% of GDP. In this episode, the team explores what this milestone means for families focused on building generational wealth, breaks down the latest market rally, and explains how debt levels can impact both fixed income and equity strategies. With a playboo...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down what record market highs truly mean for multi-generational wealth. Together, they weigh in on the latest market headlines, dispel myths about bubbles, and share how the 100-year family should respond to shifting economic tides and Federal Reserve changes. With stories, data, and hard-e...

In this episode of AWM Insights, Justin Dyer and Mena Hanna tackle the complexities of artificial intelligence and its sweeping influence on both public and private markets. They break down the hype, explore the shifting fortunes of major sectors, and share lessons from history on market concentration, bubbles, and the power of diversification. With a clear focus on long-term, generational wealth,...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the complexities of private credit, a rising trend in alternative investments. They explore how structural pitfalls, tax implications, and misleading liquidity can catch even seasoned investors off guard. By drawing on real-world analogies and candid industry perspective, Justin and Me...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market movements in the wake of a global ceasefire and explore what it means for long-term investors. The discussion covers the efficiency of markets, the distinction between investing and gambling, and why discipline is more rewarding than chasing headlines. Whether you're...

Justin and Mena tackle the swirl of macro headlines — AI disruption fears, Middle East tensions, SpaceX going public, and a mission to the moon — and bring it back to what actually matters for investors: having a durable plan, staying diversified, and using money as a tool to accomplish what's most important to you. Chapters (00:00) Introduction: A lot going on (understatement of the year) (00:36)...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle one of the most debated questions in investing: should you get more aggressive when markets decline? Drawing on the latest market surprises, past downturns, and the psychology behind opportunistic investing, they share practical guidance on aligning portfolio decisions with your personal g...

Join AWM’s Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, as they tackle the challenges of investing during periods of global volatility. In this episode, they break down how to build portfolios that withstand turbulent markets, challenge the risks of cookie-cutter strategies, and share the disciplined approach behind the 100-year family philosophy. Listeners will gain p...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the current wave of global market volatility, exploring what’s driving disruption from oil shocks to geopolitical conflict. They explain how to filter out the daily headlines, categorize market shifts, and focus on the timeless principles behind long-term investing. With practical wisd...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the recent market reaction to turmoil in the Middle East and what it means for investors. They examine how headline news rarely tells the whole story, why different market sectors respond in unexpected ways, and the pitfalls of chasing the latest trend. With practical advice grounded i...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market volatility triggered by newly announced tariffs and a high-profile Supreme Court ruling. They discuss how these developments have injected uncertainty into the markets and share their expert perspective on why staying disciplined pays off for investors. The episode co...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the surprising divergences between market performance and economic headlines. They explore the concept of a K-shaped economy, the reality behind all-time market highs, and why diversification remains essential in unpredictable times. With candid stories, sharp data points, and seasoned...

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna, as they explore the fast-evolving landscape of sports as an asset class. This episode breaks down the allure of owning a team, the financial realities behind headline-grabbing valuations, and the risks and rewards that come with investing in both established franchises and emerging leagues. Whether you’re a lifelong fan cu...

This week on AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the turbulence across markets, from precious metals and Bitcoin to tech stocks under pressure. As they unpack the sharp drawdowns and shifting narratives shaping the start of 2026, Justin and Mena draw on real stories, sports analogies, and candid opinions to highlight why fundamentals, disc...

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the wild swings in gold and other precious metals, exploring what’s driving recent market volatility. They dig into the core principles of disciplined, long-term investing and share why speculation—even when it’s tempting—rarely serves families building generational wealth. With person...

Join Justin Dyer, Chief Investment Officer at AWM Capital, and Portfolio Manager Mena Hanna as they break down gold's recent surge, its role in times of global uncertainty, and how it stacks up against long-term equity investing. This episode cuts through the hype surrounding precious metals, examines powerful data on generational wealth, and reveals the pitfalls of chasing short-term trends. Whet...

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the latest market moves following new tariff headlines and a turbulent start to the year. This episode tackles the real impact of geopolitical volatility, gold’s surprising surge, and why disciplined, long-term optimism is the ultimate winning strategy. Whether you’re anxious about market headlines or cur...