AI Intelligence · across all analyzed episodes
People · top 20
Companies · top 20
Topics · top 10
Portfolio Diversification×2Hedge Fund Replication×2Year-End Tax Planning StrategiesTax-Loss Harvesting and Direct IndexingCharitable Giving and Donor-Advised FundsState and Local Tax (SALT) DeductionsEquity Compensation Timing401(k) and Retirement Account MaximizationBackdoor Roth ConversionsHealth Savings Accounts (HSAs)
Analyzed Episodes
Apr 15, 2026
At The Money: Tax Day Special
Year-End Tax Planning StrategiesTax-Loss Harvesting and Direct IndexingCharitable Giving and Donor-Advised Funds
View AnalysisApr 10, 2026
Assessing Asset Volatility and Iran War Threats With BlackRock's Mike Pyle
Portfolio Diversification in Supply-Constrained MarketsHedge Funds and Liquid Alternatives StrategySystematic Investing and Machine Learning Signal Generation
View AnalysisApr 8, 2026
At the Money: Seeking Uncorrelated Returns
Managed Futures StrategyPortfolio DiversificationUncorrelated Returns
View AnalysisApr 3, 2026
Investing for the AI Shift: Masters in Business with Songyee Yoon
AI-Native Company Definition and CharacteristicsAI Infrastructure vs. Application Layer InvestmentWorkflow Redesign vs. Process Augmentation
View AnalysisApr 1, 2026
BONUS: Muddy Waters Capital Founder Carson Block
Activist Short Selling and Fraud DetectionChinese Reverse Merger FraudsAI Job Displacement and Labor Market Impact
View AnalysisFeb 27, 2026
Financial Products for Hedging with Vest Co-Founder Jeff Chang
Buffered ETFs and defined outcome investingOptions and derivatives for portfolio hedgingCovered call writing and income generation
View AnalysisMar 1, 2026
Introducing: Bloomberg This Weekend
Weekend Market AnalysisBusiness News CoveragePolitical Commentary
View AnalysisFeb 26, 2026
At The Money: Diversifying with Managed Futures ETFs
Managed Futures StrategiesHedge Fund ReplicationPortfolio Diversification
View AnalysisFeb 19, 2026
At The Money: The Mega Backdoor Roth
Mega Backdoor Roth Strategy401k Plan Design and Compliance TestingTax-Advantaged Retirement Savings
View AnalysisFeb 20, 2026
How AI Could Freeze Progress with Hilary Allen
Regulatory Arbitrage in FintechVenture Capital Business Model and IncentivesCryptocurrency and Blockchain Technology Limitations
View AnalysisFeb 13, 2026
Why a Joint Account Can Be a Sign of Healthy Marriage
Joint vs. separate vs. hybrid bank accounts for married couplesMoney conversations and communication frameworks for couplesPrenuptial agreements and estate planning
View Analysis