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 …
“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 …
In episode two of Balanced PM, an XYPN podcast from XYPN Sapphire, hosts Joe Dunn and Andrew Almeida explore how advisors and investors can navigate a market environment shaped by uncertainty, competing signals, and the constant pull between downside fear and FOMO. Inflation has come …
On the debut episode of Balanced PM, an XYPN podcast from XYPN Sapphire, hosts Joe Dunn and Andrew Almeida tackle one of the market’s trickiest economic scenarios: stagflation. That means high inflation, slow growth, and rising unemployment all happening at once. Joe and Andrew break …
