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Skeptic's Guide to Investing introduces the co-hosts, Steve Davenport and Clem Miller.
This episode also goes into the hosts experiences and the mission for the podcast.

Straight Talk for All
Nonsense for None

We want to give people an interpretation of what the mainstream media passes off as information although disinformation might be more accurate. There is so much complexity and acronyms when we all just want simplicity in our lives.

Your money matters and we want you to understand what is happening with the economy and the investments which you own. There are many great reasons to invest and many great companies. There are also SPACs, memes stocks, crypto and some very questionable companies. Let's learn how to get to a better state of financial wellness with what you own and how you understand it.
Clem and Steve are professionals who are doing this podcast as a non profit. They do not take advertising or other sources of income. They want to help people achieve better outcomes.

Disclaimer: The podcast is not investment advice. It is for purely for educational and entertainment purposes. Please consult your own investment, legal and tax advisors.

Straight Talk for All - Nonsense for None

Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com

Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.

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The wealth management industry is transforming through fragment consolidation, increased democratization of investment opportunities, and technology-enabled customization of client services. Today's episode of Skeptics Guide discusses wealth management with Chris Guarino of Alpine Strategic Partners.

• Private equity access is becoming more democratized, with quality boutique managers offering differentiated opportunities for smaller investors
• ETFs now outnumber individual stocks, shifting focus from stock picking to thematic investment approaches
• Technology enables "made-to-measure" investment solutions previously unavailable to all but the wealthiest clients
• "Analog is the new digital" - as technology handles routine tasks, human advisor interactions become more valuable
• Advisors typically lose clients during wealth transfers because of relationship/coverage issues, not investment performance
• Holistic coverage is increasingly important across client segments, with high-net-worth individuals expecting private banking treatment
• Inflation and housing costs present significant long-term concerns for investors, particularly those on fixed incomes
• Technology that enables proactive client engagement (like alerting advisors when clients frequently check portfolios) can enhance relationships

Alpine Strategic Partners LLC is an institutional consulting firm and is neither a broker-dealer nor a registered investment advisor. The views and opinions expressed by the firm are solely our own and are provided for informational purposes only. Nothing contained herein should be construed as an offer, solicitation, or recommendation to purchase or sell any specific securities or to engage in any investment strategy. All information is subject to change without notice and should not be relied upon for investment decision-making.

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com

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We explore the potential seismic shift in US-Canada relations following Mark Carney's election as Prime Minister of Canada and the implications for North American economic integration.

• Moving back to centrist economic policies in both the US and Canada
• Canada's competitive advantage in natural resources was ignored under Trudeau
• The historical importance of the proportionality clause in US-Canada trade agreements
• Why Calgary might become an economic powerhouse like Houston or Dallas
• The weaponization of the US dollar against Russia has damaged trust in treasuries
• Gold and Bitcoin emerging as potential anchors in a new monetary system
• Trump's tariff tactics may be positioning for a larger deal on natural resources
• Northern Ontario's rare earth deposits represent critical supply chain opportunity
• Potential deregulation of US banks returning to pre-Dodd-Frank lending conditions
• Investment opportunities in tech, gold, Bitcoin, pipelines, and corporate bonds

The midterm elections will be crucial for determining if Trump can translate executive orders into durable legislation that reshapes the North American economic relationship.

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com