CCA Podcasts
av Christina Copeland
"The Future Ain't What It Used to Be" Yogi Berra
Om denne podkasten
A forum for discussion of, and education in topics relevant to the high net-worth investor community.
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- "The Future Ain't What It Used to Be" Yogi Berra · 30 min · Sesong 2 Episode 5Listen in with Bruce Kardon as he discusses the Misery Index over his 30 year career in the investment business and what is required to survive financially. Send us Fan Mail
- Looking Ahead Into 2026 · 32 min · Sesong 2 Episode 5Financial markets in the year ahead may be shaped by a new Federal Reserve chair appointment, 'sturdy' global economic growth, and the AI evolution from capex to revenue. Send us…
- 5 Insights of 2025 in Review! · 23 min · Sesong 2 Episode 4We looked ahead into 2025. Now we look back over 2025 to review the 5 insights of 2025. Send us Fan Mail
- Artificial Intelligence and the Quality of Life Plus 3rd Quarter 2025 · 20 min · Sesong 2 Episode 3Listen in to see if AI is limited to the lonely talking to Chat GPT or if human intelligence relating to curiosity, emotional intelligence, dealing with adversity, and how we…
- Client Hot Buttons, Inflationary Expectations, and Nixon/Trump · 19 min · Sesong 2 Episode 2Join Bruce Kardon as he makes sense of today’s big market drivers – inflation, interest rates, monetary policy, tariffs, and trade – by not simply relying on the headlines, but…
- Trade, Tariffs, Tumult, Trump, and Technology · 22 min · Sesong 2 Episode 1Join Bruce Kardon for the first Conservest podcast of 2025! Send us Fan Mail
- The Interview · 34 min · Sesong 1 Episode 25In our final episode of season 1 Bruce Kardon discusses the firm, the future, and the philosophy that drives both. Send us Fan Mail
- 5 Insights for 2025 · 26 min · Sesong 1 Episode 24Listen as Investment Manager, Clay Hall, discusses Trump economics, international equity markets, and much more for 2025. Send us Fan Mail
- Quarterly update plus Anticipation and the Fed · 17 min · Sesong 1 Episode 23Bruce 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…
- Cyber-security Matters · 13 min · Sesong 1 Episode 22Cyber-security is becoming increasingly challenging yet critical in maintaining security and confidentiality. In our latest podcast, Kristin Sindoni, CFA provides tips and…
- Is the First Cut the Deepest? · 20 min · Sesong 1 Episode 21The 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? Send us Fan Mail
- The UK National Debt · 10 min · Sesong 1 Episode 20As 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…
- The End of Chevron · 22 min · Sesong 1 Episode 19Tune 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…
- The US National Debt · 7 min · Sesong 1 Episode 18Tune in to a brief update on our National Debt with Christina Copeland of Conservest Capital Advisors, Inc. As we approach the political season, the National Debt will be a hot…
- What's in a Valuation? · 31 min · Sesong 1 Episode 17Tune in as Clay Hall, CFA joined by Lacy Redwine discuss valuations. The complex technicalities of company, real estate and fixed income valuation are explored in this Podcast…
- The Job Creating Slowdown Economy, our relationship with money, family financial matters, and Groucho Marx · 18 min · Sesong 1 Episode 16In this episode, Bruce Kardon, President and CIO, explores important topics in familial wealth matters ,as well as a overview of current economic conditions, as we head into the…
- Europe in 2024! · 15 min · Sesong 1 Episode 15In our latest episode of Holistic Matters in Finance, Christina Copeland talks about Europe from both a tourism and investment perspective. Travel is heating up while the…
- Mid Quarter Review - May 2024 · 32 min · Sesong 1 Episode 14Tune in for a mid-quarter review with Clay Hall, CFA and featuring Lacy Redwine. Send us Fan Mail
- Client podcast requests - showing interest in yields and family business dynamics · 25 min · Sesong 1 Episode 13In this episode, Bruce Kardon delves into dynamics within family run businesses, some spanning generations. Bruce also gives us a timely market update, reviewing rates and…







