Balanced PM

/ Balanced PM Podcast

August 19, 2026

The Anatomy of Yields

With Andrew Almeida & Joe Dunn

If we put a 4% bond and a 6% bond in front of you, which one would you choose? The 6% yield may look more attractive at first, but why are you being paid more? That question is at the center of this episode of Balanced PM. We break down the anatomy of a bond yield and examine the risk …

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July 22, 2026

“Do I own SPCX?!” - Active Decisions Hiding in Passive Investments

With Andrew Almeida & Joe Dunn

“Passive” investing may sound hands-off, but every index reflects a series of active decisions. In episode three, Joe Dunn and Andrew Almeida use the SpaceX IPO to examine who makes those decisions and how they ultimately affect what investors own. Joe and Andrew unpack changes to the …

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May 14, 2026

Introducing Balanced PM: A New XYPN Podcast on Portfolio Construction

Balanced PM is officially here.

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