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Sharpe Talk

Sharpe Talk

By: VSI Capital Group
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Summary

Sharpe Ratio-inspired, this podcast explores ideas to sharpen thinking and improve outcomes ‘per unit of risk’.

If you think deeply, act deliberately, and aren’t afraid to challenge the status quo, this is the conversation for you. We will share our views and insights on investing, finance, markets, money, and strategy. Along the way, we bring on interesting people from finance, business, technology, and beyond, those who’ve taken chances, challenged convention, or simply lived in a way that teaches us something. The more perspectives we hear, the sharper our thinking becomes and the better we understand the risks we take.

The goal is simple: to keep our minds and perspectives 'Sharpe'.

Learn more at http://www.vsicapitalgroup.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions.

Advisory services offered through VSI Capital Group, LLC, an investment adviser registered with the state of Colorado. Advisory services are only offered to clients or prospective clients where VSI Capital Group, LLC and its representatives are properly registered or exempt from registration.

The information on this podcast is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. Past performance is not a guarantee of future results.

The information on this podcast is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. All opinions are that of the guests on the show and do not represent VSI Capital Group.

Any information referenced or provided by a third-party is being provided strictly as a courtesy and convenience. We make no representation as to the completeness or accuracy of information provided. Reference or mention of third-party names or materials does not imply endorsement by the author or the referenced parties.

VSI Capital Group
Economics Personal Finance
Episodes
  • Why 5% Treasury Yields Are Changing Everything
    May 18 2026

    Sharpe Ratio-inspired, this podcast explores ideas to sharpen thinking and improve outcomes ‘per unit of risk’.

    In this episode, we break down why 5% Treasury yields are changing the investing landscape. We discuss the latest inflation and retail sales data, energy, why markets are suddenly talking about Fed rate hikes again, and how the AI boom is colliding with higher borrowing costs. Most importantly, we explore what this shift means for stocks, bonds, and why diversification is starting to matter again in a world where investors can finally earn meaningful yield outside of equities.

    The goal is simple: to keep our minds and perspectives 'Sharpe'.

    Learn more at http://www.vsicapitalgroup.com

    Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions.

    Advisory services offered through VSI Capital Group, LLC, an investment adviser registered with the state of Colorado. Advisory services are only offered to clients or prospective clients where VSI Capital Group, LLC and its representatives are properly registered or exempt from registration.

    The information on this podcast is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. Past performance is not a guarantee of future results.

    The information on this podcast is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. All opinions are that of the guests on the show and do not represent VSI Capital Group.

    Any information referenced or provided by a third-party is being provided strictly as a courtesy and convenience. We make no representation as to the completeness or accuracy of information provided. Reference or mention of third-party names or materials does not imply endorsement by the author or the referenced parties.

    Show More Show Less
    9 mins
  • Policy, Pressure, and the Path Forward
    May 1 2026

    Sharpe Ratio-inspired, this podcast explores ideas to sharpen thinking and improve outcomes ‘per unit of risk’.

    In this episode, we break down the current state of markets through the lens of Fed policy, leadership change, and economic resilience. With rates on hold and internal disagreement building at the Fed, we look at sticky inflation, steady consumer spending, and strong corporate earnings to understand why the economy is holding up even as expectations shift.

    The goal is simple: to keep our minds and perspectives 'Sharpe'.

    Learn more at http://www.vsicapitalgroup.com

    Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions.

    Advisory services offered through VSI Capital Group, LLC, an investment adviser registered with the state of Colorado. Advisory services are only offered to clients or prospective clients where VSI Capital Group, LLC and its representatives are properly registered or exempt from registration.

    The information on this podcast is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. Past performance is not a guarantee of future results.

    The information on this podcast is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. All opinions are that of the guests on the show and do not represent VSI Capital Group.

    Any information referenced or provided by a third-party is being provided strictly as a courtesy and convenience. We make no representation as to the completeness or accuracy of information provided. Reference or mention of third-party names or materials does not imply endorsement by the author or the referenced parties.

    Show More Show Less
    12 mins
  • The Tax Man Cometh…But Some Pay More Than They Should
    Apr 17 2026

    Sharpe Ratio-inspired, this podcast explores ideas to sharpen thinking and improve outcomes ‘per unit of risk’.

    There’s a saying that only two things in life are certain: death and taxes. While we can’t do much about the first, this episode explores how thoughtful financial planning can meaningfully influence the second.

    The goal is simple: to keep our minds and perspectives 'Sharpe'.

    Learn more at http://www.vsicapitalgroup.com

    Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions.

    Advisory services offered through VSI Capital Group, LLC, an investment adviser registered with the state of Colorado. Advisory services are only offered to clients or prospective clients where VSI Capital Group, LLC and its representatives are properly registered or exempt from registration.

    The information on this podcast is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. Past performance is not a guarantee of future results.

    The information on this podcast is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. All opinions are that of the guests on the show and do not represent VSI Capital Group.

    Any information referenced or provided by a third-party is being provided strictly as a courtesy and convenience. We make no representation as to the completeness or accuracy of information provided. Reference or mention of third-party names or materials does not imply endorsement by the author or the referenced parties.

    Show More Show Less
    10 mins
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