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.

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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.

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'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.

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