Tandem Talk
by Tandem Investment Advisors, Inc.
Tandem Talk, Episode 25: Where Opportunities Lie
About this podcast
Tandem Talk is a quarterly financial podcast sharing history, insight, and market commentary from our Investment Team.
To learn more about Tandem Investment Advisors, Inc., please visit our website https://tandemadvisors.com/.
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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. Views and opinions expressed herein are those of Tandem. 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.
Episodes
The newest 20 of 25 episodes
- Tandem Talk, Episode 25: Where Opportunities Lie · 33 min · Season 5 Episode 25In Episode 25 of Tandem Talk, Tandem's Investment Team opens with a look back at what the team got right in Episode 24. From there, they unpack market rotation, what today's…
- Tandem Talk, Episode 24: Understanding Market Momentum · 30 min · Season 5 Episode 24Tandem's Investment Team is back with Episode 24 of Tandem Talk. Since February, markets have kept marching to the beat of one drum: AI. The team draws on historical parallels…
- Tandem Talk, Episode 23: The End of the World as We Know It? · 33 min · Season 4 Episode 23Tandem’s Investment Team reconvenes with Episode 23 of Tandem Talk! The big topic of this episode—the “death” of everything, as the AI Grim Reaper comes for us all. Haven’t we…
- Tandem Talk, Episode 22: A Tale of Two Markets · 33 min · Season 4 Episode 22Tandem’s Investment Team returns with Episode 22 of Tandem Talk! Tune in as the team explores the powerful passive investing feedback loop that pushes market leaders higher, a…
- Tandem Talk, Episode 21: Tug of War · 35 min · Season 4 Episode 21Tandem’s Investment Team returns with Episode 21 of Tandem Talk! This discussion can be summed up into four words: a tug of war. And it’s a tug on many levels—between the…
- Tandem Talk, Episode 20: Special Edition - Lights, Camera, ACTION! · 30 min · Season 4 Episode 20The Investment Team is back with our 20th episode of Tandem Talk—this time with something completely different! Episode 20 marks five years of conversations around the table. If…
- Tandem Talk, Episode 19: It’s Never Different “This Time” · 35 min · Season 4 Episode 19We’re back with Episode 19 of Tandem Talk – for having nothing to say, we sure do have a lot to talk about! Tune in as we discuss the unprecedented levels of market narrowness…
- Tandem Talk, Episode 18: Is the Whole Always Equal to the Sum of its Parts? · 29 min · Season 3 Episode 18With the election now behind us, we evaluate where we are and where we go from here. With recent rumblings of a flat index projected for the next decade, we remind the listener…
- Tandem Talk, Episode 17: How Many Miles Can we go on a Run-Flat Tire? · 26 min · Season 3 Episode 17And we are back with Episode 17 of Tandem Talk! In this episode, we revisit the late 90s and draw parallels to today as we debate the status of the AI boom the stock market finds…
- Tandem Talk, Episode 16: Patience—the Watch Word of 2024 · 32 min · Season 3 Episode 16We’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…
- Tandem Talk, Episode 15: Check Your Emotions at the Door · 29 min · Season 3 Episode 15Join 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…
- Tandem Talk, Episode 14: The Importance of Capital Allocation · 39 min · Season 3 Episode 14Tandem’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…
- Tandem Talk, Episode 13: Soft Landing or No Landing? · 39 min · Season 3 Episode 13In 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…
- Tandem Talk, Episode 12: The Squeeze · 37 min · Season 2 Episode 12“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…
- Tandem Talk, Episode 11: Red Hot Start, Now What? · 40 min · Season 2 Episode 11In this episode of Tandem Talk, the team touches on a broad range of topics; from the massive job layoffs we see spreading across industries, to the path of interest rates and…
- Tandem Talk, Episode 10: Proactive vs. Reactive Investing · 38 min · Season 2 Episode 10Our 10th Episode of Tandem Talk is here and we have a lot to cover! In this episode, we discuss how to find opportunities in bear market rallies and how to better understand “the…
- Tandem Talk - Episode 9, August 2022 · 36 min · Season 2 Episode 9Today’s topic of discussion? The Economy! Are we witnessing a game of chicken between the Fed and the Market? Join us as we discuss a K-shaped recovery and take a look back at…
- Tandem Talk - Episode 8, May 2022 · 34 min · Season 2 Episode 8In 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…
- Tandem Talk - Episode 7, February 2022 · 54 min · Season 2 Episode 7Team Tandem is back, as are inflation and Fed talk, for another episode of Tandem Talk. In Episode 7, Tandem’s investment team discusses the implications of rising inflation…
- Tandem Talk - Episode 6, November 2021 · 1 h 10 min · Season 1 Episode 6Tandem Talk 6 picks up right where Tandem Talk 5 left off! Inflation and Fed talk continue as hot topics for the Tandem Team, both generally around markets and specifically…
