SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
Latest episodes
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12 min
Best Practices: Handling Speculation Demand Among Younger Clients
Guest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
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5 min
The Asset Allocator: DIY Disasters Are Avoidable
The huge and rapid across-the-board gains of the current market make now the most relevant time to remind investors of the protective value of asset allocation. This podcast (5:46)…
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21 min
The Asset Allocator: Ron Surz On Protecting Boomers’ Portfolios From Today’s High Risk
Ron Surz’s new book “Baby Boomer Investing in the Perilous Decade of the 2020s” offers guidance on protecting lifetime savings that now reside in the crossfires of financial disast…
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8 min
The Asset Allocator: Intel’s Cure Precedes Its Illness
Intel’s detractors criticize the company for falling behind competitors in data-center sales, for reducing buybacks and for declining profit margins. But it is when a company is do…
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20 min
The Asset Allocator: Economic Optimist Larry Siegel Doubts The Doomsayers
Veteran investment research Laurence (Larry) Siegel’s response to all the doomsday stories in the daily news is his book “Fewer, Richer, Greener,” which offers a long view of the p…
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7 min
The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’
The Fed’s interventionist policies are the primary source of our current “everything rally,” and it is this same factor that will eventually upend it. This podcast (7:50) argues th…
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6 min
The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity
At a time when oil majors are facing increasing pressure to reduce greenhouse-gas emissions, a key question for investors concerns not which future technologies will prevail but wh…
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7 min
The Asset Allocator: Ambev - A Major Brewery, Excellent Value
Ambev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer, revenue is growing and investor fear of Brazil will eventually subside as a commod…
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6 min
The Asset Allocator: A Peaceful Portfolio
I have no regrets about missing out on a stock on my watchlist that moved up 700 percent this past year, but feel more regret for a value stock I failed to snatch before it moved u…
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6 min
The Asset Allocator: Prediction Is Fiction
The contemporary prophet Harry Dent Jr. says the stock market will collapse this month. The financial newsletter writer even added that he will quit his job if he is wrong. This po…
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7 min
The Asset Allocator: MMT - Neither Modern Nor Monetary Nor A Theory
From Ancient Rome to Argentina under Peron to the U.S. over the past two decades, extreme spending unmoored to tax revenue has a hoary history ill befitting the title “Modern” Mone…
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7 min
The Asset Allocator: International Real Estate And Commodities At A Reasonable Price
The Argentine conglomerate Cresud lies at the intersection of real estate and commodities, sectors that tend to do well in periods of changing inflation expectations, and its P/E i…
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5 min
The Asset Allocator: Trepidation About Inflation
Government stimulus and Fed indifference are stoking an investor fear of inflation that has been dormant for decades. This podcast (6:07) looks at research by investment strategist…
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4 min
The Asset Allocator: Know Who You’re Up Against
The lesson I take from the GameStop affair is that the stock market does not necessarily reward investment sophistication but is exquisitely responsive to investment speculation. T…
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8 min
The Asset Allocator: Alternative Currencies (Podcast)
The dollar is worth about one-twenty-sixth of its value a century ago, and loose fiscal and monetary policies portend a deepening of the trend. This podcast (8:03) looks at the few…
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5 min
Retirement Advisor: Inspiration For Advisors
Financial advisor work should be regarded as a helping profession. This podcast (5:34) frames that notion via a few inspirational quotes from poets Edwin Markham and Rudyard Kiplin…
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7 min
Retirement Advisor: Desperate For Income
Analyst Marc Gerstein argues that senior secured loans are a safer bet than junk bonds, but even he considers them aggressive. This podcast (7:52) favors privately owned real estat…
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6 min
Retirement Advisor: An Untapped Network
A new paper by David Blake of London’s Pensions Institute explains how nudges and peer-group networks further people along toward greater retirement security. This podcast (6:56) a…
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6 min
Retirement Advisor: Famous Last Words
The story of America’s first celebrity economist, Irving Fisher, should cure anybody still milling about for expert predictions. This podcast (7:06) argues that investors, instead…
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8 min
Retirement Advisor: Don’t Fear Retirement
The Society of Actuaries has released a report on over a dozen significant retirement risks. This podcast (8:32) suggests that investors needn’t sweat such lengthy checklists if th…