In this episode, we question the limits of modern portfolio theory with Jon Lukomnik, co-author of Moving Beyond Modern Portfolio Theory and credited by Forbes as a pioneer of modern corporate governance.  We challenge a cornerstone of finance and whether it is fit for purpose in today’s complex and interconnected world. 

S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik

The U.S. Treasury market reacted sharply to last week’s election and Fed meeting. This week on the Basis Points podcast, Kevin Flanagan unpacks why Treasury yields are likely to stay elevated in the months ahead.  
Basis point: 1/100th of 1 percent. 

A Post-Election/Post-Fed Look at Treasuries

With China’s recent stimulus package falling short of market expectations, questions arise about its potential to spark real economic recovery. This week on China of Tomorrow, Liqian Ren covers why investors remain skeptical, unpacking the nuances of China’s debt restructuring approach and its potential implications for growth.

Is China’s Economic Stimulus Too Little, Too Late?

Navigating today’s fixed income market is about more than timing—it’s about strategy. This week on the Basis Points podcast, Kevin Flanagan highlights the Bianco Research Fixed Income Total Return Index's recent re-positioning to neutral duration, underscoring how active management adapts to steepening yield curves and credit risks.

Basis Point: 1/100th of a percent

Bianco Research Fixed-Income Total Return Index: The Bianco Research Fixed Income Total Return Index seeks to outperform a comparable baseline neutral portfolio of fixed income securities.

Re-Positioning in an Active Core Strategy

In this episode, I’ll explain what preferred shares are, how they compare to stocks and bonds, their pros and cons, and whether they belong in a portfolio. I’ll end things by sharing some fascinating data from a dividend expert who analyzed the average dividend growth rate of the S&P 500 from 1936 until now, and I’ll compare that to inflation.

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Episode 156 - Preferred Shares for Dividends: a Smart Income Play or a Hidden Income Trap?

Money Mentor David Braithwaite takes a closer look at premium bonds — how they work, what’s changed, and whether they’re still worth it. Discover the latest winning odds, find out how much unclaimed prize money is sitting in Kent, and learn the pros and cons of using premium bonds as a savings option.

David also answers a listener question on Lifetime ISAs, explaining how the government’s 25% top-up works for first-time buyers and retirement savers.

Premium Bonds Explained: Are They Still Worth It? | Money Mentor with David Braithwaite

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent First Brands and Tricolor bankruptcies related to private credit and the potential future fallout from private credit challenges.

Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout

An AI-generated deep dive from NotebookLM exploring Michael Burry’s shorts on $NVDA and $PLTR — what they reveal about market psychology, hype cycles, and the limits of AI optimism.

Michael_Burry_s_Dual_AI_Bet__Why_The_Big_Short_Investor_Is_Shor

Deputy CIO & Portfolio Manager Adam Rich discusses the Capital Allocation Framework team’s most recent Winners & Warnings piece: Oil, The Illusion of Abundance.  The World Didn’t Run Out of Oil.  It Ran Out of Reinvestment.

Ep. 327 (11.25.25) Winners & Warnings: Oil - The Illusion of Abundance

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

Welcome to my podcast where I talk about dividends, my dividend portfolio, passive income, investing, news, and creating wealth! I retired in my 40s due to dividends and now I share my 30+ yr investing insights on YouTube (84k subs, https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q?sub_confirmation=1) & on the world's largest Dividend Discord (11k subs, http://discord.gg/kkSr5FY).
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Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laetitia Anstee-Parry and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. 

Look out for new episodes every other Wednesday.

Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liquian Ren is a registered rep of Foreside Fund Services, LLC.

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