Asset Management Basics

Asset Management Basics

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2068072/open_sms] Managing your wealth is important. But how? The 3-bucket method tells us to mentally organize our wealth allocation into 3 categories: cash, real-estate, and investments. In this episode, I will explain how each bucket carries its own unique risk profile and how it should be managed differently. ~Afik Tori

Markets React to Presidential Election

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2068072/open_sms] The 2024 presidential election was historic, both politically and financially! Markets experienced a three-facet shock across equities, treasury bonds, and bitcoin. What can this simultaneous shift in asset pricing teach us about markets' reactions to election day? ~Afik Tori

Options & Futures Made Simple

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2068072/open_sms] Think you know options? Whether retail or professional, it is imperative to understand the two most popular asset classes within the derivatives space. In today's episode, we will deep dive into futures and options, what they're used for, components of pricing, and of course, we will make it simple! ~Afik Tori

Artificial Intelligence Craze

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2068072/open_sms] AI is beginning to make a noticeable impact on how we see our future. Financial markets have definitely expressed their enthusiasm this past week with AI stocks enjoying significant upside. Now all that's left for us to do is decide whether this is a warranted rally or just another short-lived craze. ~Afik Tori

Is the Bank Liquidity Crisis Good or Bad for Stocks?

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2068072/open_sms] Over the past month, we have witnessed record outflows from small to mid-sized banks into money market funds. As investors, it is crucial for us to understand what money market funds are and why they have attracted billions of dollars worth of bank deposits. With this dramatic and historical shift in mind, I will compare the bull versus bear case for stocks investors face today. ~Afik Tori