Episodes

  • Episode 8: Margin & Options
    Feb 8 2024

    Margin and options trading are a pair of investment approaches that may seem complicated, but could open up key new avenues to grow your portfolio. Paul Anderson with OpTech UK joins us to break down margin and options and explore how you can incorporate both into your investment strategy.


    Market Outlook: Interest rate predictions, 2024 mortgages, and credit scores (00:42)

    Social Media Minute: Is Twitter an investing crystal ball? (24:22)

    Interview: Margin Trading with Paul Anderson (26:24)

    Interview: Options Trading with Paul Anderson (41:38)

    Ask a Pro: Recommended Tools for Options Trading (1:02:22)

    The Reading List: The Missing Billionaires (1:05:30)

    Axos Invest Checklist (1:07:01)

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    1 hr and 9 mins
  • Episode 7: Moat Investing
    Jun 22 2023

    It's how Warren Buffett approaches his investments, but is moat investing right for you? Brandon Rakszawski and Dave Schassler with VanEck Associates explain why this competitive advantage strategy can be a strong indicator for assessing a company's real value.

    Market Outlook: Bank collapses, aggressive investing, and rebounding retirements (00:33)

    Social Media Minute: Did social media kill Silicon Valley Bank? (14:06)

    Interview: Moat Investing with Brandon Rakszawski (16:40)

    Interview: Recession Forecasting with Dave Schassler (38:42)

    Ask a Pro: Kids and Investing (56:07)

    The Reading List: A Purple Life (1:00:31)

    Axos Invest Checklist (1:01:57)

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    1 hr and 5 mins
  • Episode 6: 2023 Investment Planning
    Apr 21 2023

    Build your intesting strategy the right way. Steven Dover of Franklin Templeton and Corey Hardie of ClearBridge Investment discuss smart approaches to investing and fighting inflation for 2023.

    Market Outlook: Inflation fighting, international stocks and dynamic pricing (00:27)

    Social Media Minute: Twitter honors the birth of cryptocurrency (15:27)

    Interview: Investment Planning with Steven Dover (17:19)

    Interview: Anatomy of a Recession with Corey Hardie (30:04)

    Ask a Pro: Understanding tech stocks (46:27)

    The Reading List: A Random Walk Down Wall Street (49:24)

    Axos Invest Checklist (50:32)

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    53 mins
  • Episode 5: Crypto Investing
    Jan 20 2023

    Are you missing out on the crypto boom? Even if you don't know Bitcoin from Ethereum, find out about investing in cryptocurrencies and crypto-based ETFs with Matt Hougan from Bitwise Asset Management.

    Market Outlook: 2022 Review, 2023 tips and sectors to watch (00:29)

    Social Media Minute: Practical, simple investing advice (10:19)

    Interview: Crypto Investing with Matt Hougan (11:17)

    The Reading List: The Truth About Crypto (42:46)

    Axos Invest Checklist (43:48)

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    46 mins
  • Episode 4: Dividend Investing
    Jan 17 2023

    Worried about inflation eating into your household dollars? Dividend investing could be just what you're looking for. We get all the ins and outs of dividend investing with one of the experts in the field, Genter Capital Management's Dan Genter.

    Market Outlook: Gas prices, midterm election results, is ESG being politicized? (00:24)

    Social Media Minute: Gen Z and bad online investing advice (9:43)

    Interview: Dividend Investing with Dan Genter (11:01)

    Ask a Pro: Are I bonds a smart move? (41:36)

    The Reading List: Passive Income, Aggressive Retirement (45:49)

    Axos Invest Checklist (47:09)

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    50 mins
  • Episode 3: Risk Management
    Jan 17 2023

    Gauging your own appetite for risk can be tricky. But there are steps you can take to help find that balance. Joining us to talk through risk management and how to find comfort in your own risk profile are Simplify Asset Management's Michael Green and Ronja Lodmark.

    Market Outlook: FTX crypto collapse, crypto's future, and recession fears (00:28)

    Social Media Minute: Is Twitter on death's door? (7:12)

    Interview: Risk Management with Michael Green (8:51)

    Interview: The Pink Fund with Ronja Lodmark (31:15)

    Ask a Pro: Should I go all-in on oil stocks? (36:23)

    The Reading List: The Psychology of Money (40:32)

    Axos Invest Checklist (42:19)

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    45 mins
  • Episode 2: Income Investing
    Nov 10 2022

    Investing isn't just about socking away money for the future. It can also be augmenting your income today. This time, we dig into creating regular revenue streams through income investing with Shelton Capital Management's Barry Martin and Derek Izuel.

    Market Outlook: Interest rate hikes, Inflation Reduction Act, and stock splits (00:25)

    Social Media Minute: AMTD Digital (19:52)

    Interview: Income Investing with Barry Martin (21:53)

    Interview: Income Investing and Inflation with Derek Izuel (33:37)

    Ask a Pro: Retirees and market instability (44:25)

    The Reading List: Dividends Still Don't Lie (47:06)

    Axos Invest Checklist (50:18)

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    50 mins
  • Episode 1: ESG Investing
    Aug 31 2022

    Environmental, Social, and Governance Investing goes beyond dollars and cents. This week, we talk ESG and offer strategies for building a socially conscious portfolio with Lydia Miller and Joe Veranth of Dana Investment Advisors.

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    45 mins