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With the recent volatile markets and uncertainty in consumer sentiment, dollar cost averaging has been a popular topic as of late. What makes up this strategy? Is it for all investors or just for certain goals? In this episode we discuss all of that and more! Jon Erlichman, Founder of Ticker Take joins Cassidy Clement to discuss.

Tax loss harvesting is a common topic in investor conversations when looking for tax reductions. Who can utilize this strategy? How does it work? We will cover all those questions and more! Harry Figgie, Partner & Wealth Advisor at Greenwich Wealth Management joins Cassidy Clement to discuss.

Tax refund can be a nice reprieve after going through the tedious task of doing your taxes. If you have a refund, how can you make the most of that refund? What are some financially strategic moves you can make? Sam Taube, NerdWallet Investing Spokesperson and Writer joins Cassidy Clement to discuss.

Managing debt payment while also looking for the best rates and time frame can be tough. In some circumstances, debt consolidation may be a helpful tool. In today’s episode, we will explore debt consolidation and its associated details. Sara Rathner, NerdWallet Travel and Credit Cards Expert joins Cassidy Clement to discuss.

Macro factors are often referenced in financial news and commentary. However, one may wonder if you can one create a strategy with these larger economic trends. In this episode, we explore macro trading, and the elements associated with the approach. Caleb Silver, Editor-in-Chief at Investopedia joins Cassidy Clement to discuss.

Tactical asset allocation is considered a dynamic investment strategy. In this episode we explore this approach and the certain situations in the marketplace that lead investors to utilize this. Stéphane Renevier, Analyst at Finimize, joins Cassidy Clement to discuss.

Fundamental analysis is a common phrase in conversations about a company’s value, health, and liquidity. What makes up this analysis style and how do you go about assembling it?  Reda Farran, Global Markets Analyst at Finimize joins Cassidy Clement to discuss.

The gold market is a common topic, but is it that easy to invest in it? How is the price of gold derived? Where can one go to get access to gold investment products? In this episode we explore all of that and more. Brett Manning, Senior Analyst at Briefing.com joins Cassidy Clement to discuss.

The video game industry is quite large. It incorporates other sector’s elements such as semiconductors, computing, advertising and much more. In this episode we explore the makeup of video game sector and how it impacts financial markets. Sam Martinelli, Staff Editor at The Fly, joins Cassidy Clement to discuss.

The sports industry can be considered an economic force. It makes up a lot of consumer spending from equipment, apparel, experiences, and even esports. How do we see this translate to financial markets and strategies? In this episode we explore all that and more! Chris Katje, Benzinga Senior Contributor and Stock Market Reporter, joins Cassidy Clement to discuss.

Consumer sentiment is a popular topic when a company, investment, or economy is being evaluated. How much does it matter when reviewing something’s financial state? Are there certain additional factors? In this episode we explore all of that and more!

Natural disasters can influence many aspects of life, including your financial investment strategies. In this episode we explore how natural disasters impact the economy and your investment portfolio. Scott Bauer, Chief Executive Officer at Prosper Trading Academy LLC, joins Cassidy Clement to discuss.

Buffered ETFs are sometimes looked at for helping against losses or downsides in an investor portfolio. The topic of buffered ETFs can be complex and there are several pros and cons to consider. Ron Delegge, the founder of ETFguide, joins Cassidy Clement to discuss.

In this episode we explore market bubbles and what they have taught us in terms of economics and behaviors of financial markets. How do these bubbles form? What do they leave in the aftermath of a popped bubble? Giuseppe Sette, President at Reflexivity, joins Cassidy Clement to discuss.

In this episode we explore leveraged and inverse ETFs. They have many details associated that are a bit different than a standard stock or ETF investment. These include complexity, amplification of investment, and specific risks associated. We hope our listeners can learn more about their qualities and how they could be integrated into achieving financial goals. Edward Egilinsky, Managing Director...

Tariffs have been a popular topic as of late. There are debates on if they are positive or negative for the economy, and how they can impact the everyday consumer. In this episode we explore details associated with tariffs and their effects on investment strategies. Jose Torres, Interactive Brokers’ Senior Economist joins Cassidy Clement to discuss.

Credit default swaps are a complex topic in the derivatives market. They were a hot topic in 2008, as they were usually part of the conversation with mortgage-backed securities. In this episode, we are joined by Caleb Silver, Editor-in-Chief at Investopedia. We explore some of the foundational aspects associated and discuss the part these products play in the market.

With the new year upon us, resolutions and reviews of all kinds are taking place. When it comes to your finances, there can be many elements to take into consideration. We are going to explore the common elements and the often forgotten about financial items. Elizabeth Ayoola, Personal Finance Expert at NerdWallet joins us for this episode to discuss.

Well-known companies like Google, Apple, and many others had investors from the venture capital (VC) space. However, you may be asking yourself what exactly is venture capital? Who are venture capital firms and what do they invest in? In this episode we look to answer those foundational questions.

In this episode we explore dividends. There are many layers to this topic such as types, distribution, and more. In this conversation explain the foundational concepts for those looking to learn more about dividends and potentially adding them to their investment strategy.

Thematic investing and the strategies associated are big topics. There are many approaches and details to consider. In this episode, we look to answer foundational questions to help listeners understand the basics of the thematic investment market. Alex Gunz, Equity Fund Manager at Heptagon Capital joins Cassidy Clement to discuss.

You may not realize it, but Machine learning is used in the Financial Services industry within features, tools, and decision making. In this episode we break down machine learning and it’s use cases. Ernest Chan, Chief Scientist, Predictnow.ai, and Founder, QTS Capital Management joins Cassidy Clement to discuss.

Artificial Intelligence (AI) is a very popular topic, but how does it impact financial services? Are there pros and cons to this? What type of drivers are causing the surge of AI implementation within this sector?   Open an account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=TA&url=%2FUniversal%2FApplication   Trading Education at IBKR: Traders’ Academy: https://www.ibk...

Market sentiment and activity can change during times of rate hikes and cuts. How do those events differ? What does that mean for investors trying to adapt their trading strategy? Adam Johnson, Portfolio Manager of the Bullseye American Ingenuity Fund joins Cassidy Clement to discuss.

Starting a business can be fun and exciting, but the financial aspects can seem daunting. There are so many things to establish and keep track of. Elizabeth Ayoola, Personal Finance Expert at NerdWallet joins us for this episode to discuss. We explore some best practices to keeping your start-up business on track financially and key performance indicators to stay well-informed about.