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Victor Ricciardi, author of The Psychology of Risk, and thought leader in behavioral finance, joins the show to discuss his area of expertise. From heuristics and loss aversion to framing and “group think”, it’s a detailed look at some of the important behavioral topics advisors should be familiar with. 

Best-selling author of The Emotional Investor Jay Mooreland joins us to talk behavioral economics shop. We cover everything from irrational decision making, to cognitive and emotional biases, and even insights into how advisors can start to be proactive instead of reactive.

BPV Analyst Zach Hill digs into the Brexit situation, including how the “Leave” vote came to pass, implications for the UK and the global economy, and the new sources of market uncertainty that the decision brings.

BPV President Jeremy Floyd talks with Wade Wilkinson, President and CEO of Securities Service Network about how the DOL Fiduciary Rule may potentially change the IRA space.

BPV Marketing Director Michelle Waymire talks to Senior Portfolio Manager Sean Powers about the current interest rate environment, including why we’re seeing negative interest rates, implications for investors, and how central bank policy might shake out going forward.

Toby Koerten, Senior Analyst of BPV’s Investment Solutions Group, sheds some light on the “New Normal” of investing: slower economic growth, potentially lower returns across all asset classes, and implications for portfolio managers and average investors.

BPV Quantitative analyst Vijay Patel sits down with us to discuss the current volatility environment, expectations of volatility going forward, and potential implications for today’s concerned investor. 

Andy Melnick, CFA, and Steve Turi from the BPV Investment Solutions Group discuss the transition from Quantitative Easing to Quantitative Exhaustion and the various impacts that central bank policies have had on interest rates, the broader market, and the US economy.  

BPV Senior Portfolio Manager Sean Powers shares his thoughts on side effects of the Fed rate hike and the resulting volatile environment. 

BPV CIO Steve Turi talks with Andy Melnick, Chief Investment Strategist, about Andy’s recent trip to the Persian Gulf States and outlook on the oil markets.  

Jordan Platts, Quantitative Analyst, talks to Javier Perez, Portfolio Manager for BPV Capital Management about their outlook for Interest Rates and Agency MBS.   

BPV’s CIO Steve Turi and Chief Investment Strategist Andy Melnick, CFA discuss the looming liftoff of the Fed and what implications that may have on the job market, both from an economic standpoint and from a psychological standpoint.  

BPV Portfolio Manager George Hashbarger talks market volatility, the possibility of an earnings recession, and how low volatility strategies have fared in light of these conditions.

CIO Steve Turi and Chief Investment Strategist Andy Melnick, CFA sit down to discuss three big themes they’re seeing in the markets today: slowed growth in China, oil production issues in the Middle East, and the strong US dollar.

BPV Portfolio Manager Ted Aronson pontificates on a topic near and dear to his heart: trading costs, and the important day in 1975 that brought stock commissions down from 24 cents per share to under a penny per share.

BPV CIO Steve Turi and Chief Investment Strategist Andy Melnick talk shop on the markets, discussing a few of the key fears of today’s investor: sluggish economic growth, the housing market, and troubles in China. A possible cure for these doldrums? In the words of Nobel Laureate Harry Markowitz, “a never-ending search to better understand the sources of risk and return in portfolios.”   Recorded July 15, 2015.

Fixed income portfolio manager Tom Fant explains how mortgage backed securities are made, why they’re not all as scary as you think, and how they may fit nicely into today’s complex market environment.

BPV Capital Management CIO Steve Turi and Chief Investment Strategist Andy Melnick discuss BPV’s economic outlook for the remainder of the year.

George Hashbarger, Jr. portfolio manager of the BPV Wealth Preservation and Low Volatility Funds, discusses the ongoing debate about where growth and equity valuations might come from: Earnings growth versus multiple expansion.

Miranda Davis, portfolio manager to the BPV Core Diversification fund, shares her insights on the strength of the US dollar, its implications for equity, fixed income, and commodity markets, the role of the Federal Reserve, and some of the potential risks for investors going forward.