Episodes

  • The Interview
    Dec 31 2024

    In our final episode of season 1 Bruce Kardon discusses the firm, the future, and the philosophy that drives both.

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    34 mins
  • 5 Insights for 2025
    Dec 5 2024

    Listen as Investment Manager, Clay Hall, discusses Trump economics, international equity markets, and much more for 2025.

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    26 mins
  • Quarterly update plus Anticipation and the Fed
    Oct 28 2024

    Bruce Kardon, President and CIO, reviews the biggest financial headlines of the third quarter and the much-anticipated reduction of the Fed Funds rate.

    The influence of the upcoming U.S. Presidential election, growing national debt, and geopolitical instability are discussed as we anticipate the final quarter of 2024.

    For links to other CCA Podcasts, visit our website at:

    https://conservest.com/

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    17 mins
  • Cyber-security Matters
    Oct 24 2024

    Cyber-security is becoming increasingly challenging yet critical in maintaining security and confidentiality. In our latest podcast, Kristin Sindoni, CFA provides tips and insight surrounding this topic.

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    13 mins
  • Is the First Cut the Deepest?
    Oct 4 2024

    The Federal Reserve appears to have completed its interest rate hiking cycle with a 50 point cut to the Federal Funds Rate, but where do they go from here?

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    20 mins
  • The UK National Debt
    Sep 11 2024

    As equities return to focus in the UK following a rate cut by the Bank of England, CCA Podcasts presents a review of their National Debt, stock market, and economic challenges ahead.

    Christina Copeland of Conservest Capital Advisors, Inc. will speak to this topic in light of how appropriate allocation to the UK is determined within portfolios.

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    10 mins
  • The End of Chevron
    Aug 29 2024

    Tune in as Clay and Lacy review the June 2024 Supreme Court ruling to overturn the Chevron Doctrine. Federal agencies assigned equivalent authority as Congress, may prompt a regulatory unwind that would affect all industries.

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    22 mins
  • Hot Hot Summer, Will Smith & Katharine Hepburn
    19 mins