Episodes

  • Artificial Intelligence with Special Guest, Bill Kerbox
    Dec 31 2024

    Tom and Brandon follow up there previous episode on Artificial Intelligence by having a conversation with Bill Kerbox, founder of Kerbox Media. Bill discusses AI's impacts from a creative perspective. Topics covered include AI in content creation, portfolio management, and community education.

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    15 mins
  • Artificial Intelligence and Adaptive Portfolio Management
    Sep 23 2024

    Tom and Brandon discuss artificial intelligence and the role it plays in portfolio management, particularly Adaptive Portfolio Management. The team provides how they view AI and gives examples as to how it can be used to improve portfolio management methods. In summary, AI is the bridge between new technologies and advanced applications.

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    11 mins
  • What do Golf and Investing Have in Common?
    Jul 19 2024

    Tom and Brandon discuss the similarities between golf and investing. Hear about how neither golf nor investing is a game of perfect, and how important it is to have good course/portfolio management.

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    14 mins
  • Lessons Learned from a Career in Investing
    May 28 2024

    Brandon and Tom discuss Tom's career in the investment management business. Journey with Tom as he talks about his beginnings as a stock broker, then financial planner, investment consultant, and finally a portfolio manager. Tom dives into some of the challenges that face investors and the lessons he learned to deal with them.

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    28 mins