A quarterly financial podcast sharing history, insight, and market commentary from our Investment Team.

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Tandem Investment Advisors, Inc. is an SEC registered investment advisor.

This podcast is for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security.   
Tandem Investment Advisors, Inc. does not represent that the securities, products, or services discussed on this podcast are suitable for any particular investor. Indices are unmanaged and not available for direct investment. Please consult your financial advisor before making any investment decisions.  Past performance is no guarantee of future results. All past portfolio purchases and sales are available upon request.

All performance figures, data points, charts and graphs contained in this report are derived from publicly available sources believed to be reliable. Tandem makes no representation as to the accuracy of these numbers, nor should they be construed as any representation of past or future performance.

Tandem Talk

In this episode of Tandem Talk, we describe post-COVID earnings and how they are shaking up the markets. A discussion on recent market volatility, Tandem’s implementation process and what that looks like with today’s market fluctuations, and why the Energy sector doesn’t make the cut in Tandem’s sector agnostic process. We close out the episode with the importance of staying the course.

Producer, Audio & Sound Engineer: Margaret White
Music & Composition: Lauren Crapanzano

Tandem Talk Episode 8, May 2022

Notes from the Trading Desk is our bi-monthly commentary that discusses current news and market observations.

Notes from the Trading Desk - November 28, 2022

“When you have that many people short – you get squeezed.” – Ben Carew, CFA

We have a lot to cover on this episode of Tandem Talk. We kick off with a debrief of the past month and recent market events.  In usual Tandem fashion, we lay it all on the table and try to make heads or tails of this ever-changing market environment we find ourselves reverting back to time and time again. To wrap things up, we play a fun game of “Yes or No, does this affect Tandem’s portfolio?”.

Tandem Talk, Episode 12: The Squeeze

The TANDEM Report is our quarterly newsletter to clients that contains our current views and news.

The TANDEM Report - July 2023

In this Episode of Tandem Talk (or should we say Fed Talk?), we cover a lot of news relating to recent Fed statements and actions. And what’s the deal with this thing we keep hearing about, a “recession” maybe? We take a look in the rearview, touching on topics surrounding historic savings rates, ongoing price increases (RIP Chipotle guac), tax cuts, how China is affecting the market, debt talks and more. Expect a lot of throwbacks and even some updates on AI’s effects on the market. And no, we’re not talking about Allen Iverson!

Tandem Talk, Episode 13: Soft Landing or No Landing?

Tandem’s Investment Team returns with our 14th episode of Tandem Talk! We take a look back to last quarter’s podcast and can’t help but recognize that we are basically in the same place we were 2 years ago. We are still seeing this two-market divide grow deeper and the discussion surrounding banks continues as we see tighter restrictions on loans and stricter lending. We touch on the importance of capital allocation and why we may be seeing past misallocations of funds become problematic. Closing out the podcast, we discuss Tandem’s Two Pillars and our commonsense approach to investing.

Tandem Talk, Episode 14: The Importance of Capital Allocation

Join our Investment Team around the table for our 15th episode of Tandem Talk! Listen in as we reflect on the similarities of 2023 and 2024-to date, debate how to pronounce NVIDIA, and discuss the seemingly forgotten 493 other companies in the index. We wrap our conversation discussing the irrational and emotional decision-making that is likely to come with election season but remind the listener that good companies are good companies in all environments. Here at Tandem, we ignore the noise, but urge our listeners to be mindful of the risk one is taking to achieve returns!

Tandem Talk, Episode 15: Check Your Emotions at the Door

Notes from the Trading Desk - March 4, 2024

Observations — Our monthly advisor-centric column that touches on a variety of current issues.

Observations - March 2024

Notes from the Trading Desk — Our bi-monthly commentary that discusses current news and market observations.

Notes from the Trading Desk - March 18, 2024

Notes from the Trading Desk - April 1, 2024

Observations - April 2024

The Tandem Report — Our quarterly client-centric newsletter that contains our current views and news.

The TANDEM Report - April 2024

Notes from the Trading Desk - May 6, 2024

Observations - May 2024

We’re back with our 16th episode of Tandem Talk! If you have been with us from the beginning, that’s 4-years of Tandem Talk – thank you for following along.  
 
In this episode, we dive into recent earnings growth, share price volatility, trusting your news source, and the numbers making up the markets; think GDP growth, CPI, interest rates, and consumer sentiment numbers. We touch on the recent price increases by companies post-pandemic (goodbye dollar menu!), the threat of stagflation, and a lot of noise from the Fed. With different reports saying different things – who do you believe? We close out the episode with the topic of short-termism. What’s the market doing today? This week? This quarter? What really matters? Compounding your earnings and having the patience to do so!

Tandem Talk, Episode 16: Patience—the Watch Word of 2024

Notes from the Trading Desk - May 30, 2024

Observations - June 2024

Observations - May 2020

Exciting News: Tandem Talk is a quarterly financial podcast sharing history, insight, and market commentary from our Investment Team. We will be adding additional episodes filled with lively commentary focusing on a range of topics including financial news and market updates.

Producer, Audio & Sound Engineer: Margaret White
Music & Composition: Lauren Crapanzano

Tandem Talk Episode 1, A Podcast is Born, August 2020

Observations - September 2020

Notes from the Trading Desk - September 8, 2020

Notes from the Trading Desk - September 21, 2020

Observations - October 2020

Notes from the Trading Desk - October 13, 2020

Observations - November 2020

Notes from the Trading Desk - November 9, 2020

Our second episode of the Tandem Talk podcast is now available. For those new to Tandem Talk, our investment Team sits down together to discuss recent market trends, financial news, and all things Tandem. Enjoy!

Producer, Audio & Sound Engineer: Margaret White
Music & Composition: Lauren Crapanzano

Tandem Talk   Episode 2, November 2020

Observations - December 2020

In episode 3 of Tandem Talk, John Carew and the Tandem investment team gather once more for a topical conversation. A lot has happened since episode 2. The team touches on those things that got their attention while laying out a bullish case for stocks. As always, there is also plenty to indicate that caution is warranted as well. The team addresses these topics and more in their usual serious, but good-natured, manner. We hope you enjoy the listen. 

Producer, Audio & Sound Engineer: Margaret White
Music & Composition: Lauren Crapanzano

Tandem Talk Episode 3, February 2021

When it comes to portfolio management, Tandem is willing to be different. We believe that investors benefit from a lower volatility approach to investing. To learn more about us, please visit our website www.tandemadvisors.com or consult your financial advisor.

_____

Tandem Investment Advisors, Inc. is an SEC registered investment advisor.

This audio/writing is for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security.  Tandem Investment Advisors, Inc. does not represent that the securities, products, or services discussed on this podcast are suitable for any particular investor. Indices are unmanaged and not available for direct investment. Please consult your financial advisor before making any investment decisions.  Past performance is no guarantee of future results. All past portfolio purchases and sales are available upon request.

All performance figures, data points, charts and graphs contained in this report are derived from publicly available sources believed to be reliable. Tandem makes no representation as to the accuracy of these numbers, nor should they be construed as any representation of past or future performance.

Tandem Investment Advisors, Inc.

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