Castuner

Balanced PM

XYPN

Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight, each episode unpacks how portfolios are designed, managed, and refined over time.

Website des Podcasts

In deiner App anhören

Folgen

5 Folgen

  1. Ep #5: The Yen Carry Trade and The New Cost of Capital 43:04
  2. Ep #4: The Anatomy of Yields 1:27:02
  3. Ep #3: "Do I own SPCX?!" - Active Decisions Hiding in Passive Investments 1:15:49
  4. Ep #2: Navigating Uncertainty 1:23:39
  5. Ep #1: Breaking Down Stagflation 1:03:56