The Market’s Been Tough – But That’s What The Finimize Portfolios Were Built For
The market’s been messy – but the Finimize Portfolios were built for mess. In today’s episode, we sit down with Finimize analyst Stéphane Renevier to dig into this report on how a rules-based strategy kept beating the S&P 500 while everything else was slipping. From momentum magic to slow-and-steady wins, we unpack what’s working – and why gut instinct isn’t in the driver’s seat.Try Finimize Pro
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18:26
The Great Wealth Transfer Is Coming – Here’s How To Profit From It
The Great Wealth Transfer is coming – and it’s going to be big. In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to talk about about the tens of trillions of dollars set to move from Boomers to younger generations over the next two decades. That’s not just an economic shift – it’s an investment opportunity. We dig into what it means for markets, what younger investors might do differently, and how you can position your portfolio to benefit – inheritance or not.Try Finimize Pro
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17:51
“Trying To Crash The Market On Purpose”: How To Invest In A Trump Era
'Trump is trying to crash the market on purpose.'It might sound like the typical inane internet noise we've come to expect. But when Trump reposted a video saying just that, Finimize Analyst Reda Farran decided to look past the headline and dig into what might actually be going on.In today’s episode, Reda joins the pod to break down why this idea isn’t as far-fetched as it sounds — and what it could mean for markets.Plus, we get into the practical stuff: how to hedge, where to look for value, and why volatility might be your new best friend.Try Finimize Pro
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24:07
How To Value Tesla - With Elon Musk Behind The Wheel
Tesla’s been making headlines - just not the kind investors like. In today’s episode, Finimize analyst Russell Burns joins the pod to figure out what’s really going on with the stock. Yes, Elon Musk’s political presence plays a role. Yes, the brand has taken a hit. But that’s not the whole story. There are fundamentals at play here, and for long-term investors - maybe even opportunity.Try Finimize Pro
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16:11
The Wealth Effect Reversal: How To Protect Your Portfolio From The Top 10%'s Spending Slowdown
The top 10% have been doing a lot of heavy lifting lately. While most people pulled back on spending, they kept splurging—on luxe travel, home upgrades, and $500 sneakers. That’s been good news for certain companies. And, by extension, for investors.But now? That support’s starting to look shaky.In this episode, Stéphane Renevier joins the studio us to explain why a slowdown at the top could be a big deal for markets—and what to do about it. He’s built a portfolio for exactly this kind of shift: one that goes long the practical stuff and short the fragile, confidence-driven spending. If the wealth effect really is reversing, this might be the trade you want to make.Try Finimize Pro
Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.
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