Listen Now This is the third and final episode in my three-part series on ETFs. And I want to start by telling you why I did this series in the first place. Plancorp is participating in a 351 exchange in the second quarter with a very large, well-known fund sponsor....
Listen Now This is the second episode in a three-part series on ETFs. In our last episode, we focused on how an ETF comes to market. This episode is about what happens after that. Most people don’t think about these mechanics until something feels off, but...
Listen Now This is the first installment of a three-episode series on ETFs—and how their behind-the-scenes mechanics make many things possible that can’t be achieved in mutual funds and other wrappers. In this episode, we are going to start with how an ETF is...
Listen Now If SpaceX goes public, it won’t feel like a normal IPO. It’ll feel like an event—one of those rare moments that spills out of finance and into everyday conversation. People won’t just ask whether it’s a good business. They’ll ask if you “got in,” the way...
Watch Now Watch Now Listen Now You’ve probably heard the case for hiring a financial advisor. This episode takes a narrower angle: what separates a high-quality advisor from everyone else using the same title, and how a DIY investor can spot the difference before it...
Listen Now In this episode, I’m going to separate two ideas people accidentally glue together: Idea #1: AI will change the world. Idea #2: Therefore, the most popular AI stocks should outperform. This was a common topic for a few of my recent guests, but I’m going to...
