Evenings At The Penthouse- Mirror Mirror On The Wall
Who is the Heppest Cat in Town
Steve Slagle-Reflections
Jeremy Pelt - Be the Light
Verve Jazz Ensemble- Midnight In The Air
Laura Ainsworth-Goldfinger
Buselli/Wallarab Jazz Orche Davenport Blues
Gaea Schell-Luna Plateada
Monica Mancini- Moment To Moment
Andy Pratt Trio-Soon
The Rob Dixo…
A $45 Billion Hedge Fund Collapse and the House Money Effect
A two-year-old hedge fund called Situational Awareness went from a $45 billion valuation to $10 billion in about a week, and Adam and Andy unpack how. The fund's 27-year-old founder, Leopold Aschenbrenner, made his name writing a manifesto on AI disruption, then bet on it with 300 to 400% leverage.…
Why Chasing Dividends in Retirement Can Backfire
Andy and Adam kick off this episode talking about the SpaceX IPO, and the idea that every investor is bound to make a few mistakes along the way. Adam notes that almost every long-time client has a story about an early misstep, and that lessons learned when the dollar amounts are small are the chea…
Gen Z's Betting Habit and Midterm Market History
Adam Newman and Andy Pratt kick off by ribbing each other about sports betting apps, then move into a bigger topic, the growing number of young investors who treat sports betting and prediction markets as part of their financial plan. A recent survey found that a large share of Gen Z investors see …
Making Sense of the $40 Trillion National Debt
A client sent in a question this week that turned into the entire episode. The US national debt just crossed $40 trillion, and everyone wants to know if that number is as scary as it sounds. Adam Newman and Andy Pratt pull the emotional reaction apart from the numbers, starting with a simple but im…
What Couples Put Off Talking About, From Money Roles to Long-Term Care
Adam Newman and Andy Pratt open this episode fresh from Burney's annual company conference, held this year in Nashville. After catching up on the highlights, including a full day devoted to how advisors are using AI, they turn to a pattern they see constantly in client meetings. One spouse tends to…
ETF Performance & Social Security Planning
Andy Pratt comes into this episode fresh from an ETF conference in Philadelphia, carrying a chart he can't stop thinking about. Two emerging market funds, both from well known providers and both marketed as broad, diversified index products, produced very different results this year, one up 14%, th…
Exit Planning, Tax Levers, and Retiring With a Plan
Andy opens this episode by making Adam count up the letters in his own name against the string of credentials that follow it, then they get into what CEPA®, Adam's newest designation, trains him to do for a business owner headed toward a sale. Adam calls exit planning a three-legged stool made up o…
The J Curve Roth Conversion & What a Fed Rate Hike Means for Stocks
A handful of Burney clients have asked Adam Newman and Andy Pratt about a Roth conversion idea that's been marketed heavily to affluent investors lately. The hosts call it the J-curve Roth conversion strategy. You fund a private investment through a traditional individual retirement account (IRA), …
How Rising Interest Rates Affect Bonds, Stocks & Your Plan with Alex Shen
The Federal Reserve raised interest rates in September for the first time since 2023, and the 10-year Treasury yield has since climbed to its highest level since 2002. Andy Pratt sits down with Alex Shen, Burney's Director of Research, to make sense of it. Alex explains why the short-term rates the…
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