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Balanced PM

XYPN

Balanced PM, an XYPN Podcast, explores the principles behind portfolio construction through thoughtful, in-depth conversations. With perspectives from both seasoned experience and emerging insight, each episode unpacks how portfolios are designed, managed, and refined over time.

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Episodes

5 episodes

  1. Ep #5: The Yen Carry Trade and The New Cost of Capital 43:04
  2. Ep #4: The Anatomy of Yields 1:27:02
  3. Ep #3: "Do I own SPCX?!" - Active Decisions Hiding in Passive Investments 1:15:49
  4. Ep #2: Navigating Uncertainty 1:23:39
  5. Ep #1: Breaking Down Stagflation 1:03:56