Join insightful conversations with financial experts as they explore markets, strategies, planning, and more—perfect for advisors seeking fresh perspectives.
#29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)
E29 • 50 mins • Jun 11, 2025
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Recent Episodes

Jun 11, 2025
#29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)
E29 • 50 mins

May 27, 2025
#28 - Anh Tran, CFP, Esq., Managing Partner, Sagemint Wealth (recorded 05/27/25)
E30 • 65 mins

May 21, 2025
#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy
E27 • 59 mins

May 20, 2025
#26- Jason Hsu, Founder, CIO, Chairman- Rayliant Global Advisors, Chief Economist- East West Bank, Co-Founder- Research Affiliates, Professor- UCLA (recorded 05/19/25)
65 mins

May 12, 2025
#25 - John Bowman, CAIA- CEO, CAIA Association, Podcast Host/Board Member/Investment Committee Chair (recorded 5/12/25)
E25 • 71 mins

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