Investment Wars

Apr 01 2025 29 ep. 41 mins 3

Investment Wars Podcast artwork

We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end?

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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that effect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

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29. How Do I Select the “Right” ETF?

Apr 01 2025 46 mins

Debate: How Do I Select the “Right” ETF? Featuring: Adam Patti is the Co-founder and CEO of Vistashares, An ETF issuer designed to provide pure exposure to disruptive technology-driven supercycles. He is an industry pioneer and insider with vast ETF development and construction knowledge.There are at least 24 artificial intelligence-themed ETFs in the market. How can we differe

28. LA Fires - The Complexities of Insurance

Feb 24 2025 43 mins

Debate: LA Fires - The Complexities of InsuranceFeaturing: Jerry Theodorou is the Director of the Finance, Insurance, and Trade Policy Program at the R Street Institute, a public policy research organization. In this role, he develops and promotes free-market public policy solutions to complex issues involving federal and state government interventions.In January, the LA area was r

27. Innovation Episode - The Future of AI

Feb 05 2025 38 mins

Debate: Innovation Episode - The Future of AIFeaturing: Tejas Dessai is a Director of Thematic Research at Global X. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, and Reuters. This is a timely conversation given the recent major release of DeepSeek V3 which upended the world of AI given

26. Will the Fed Cut Rates in 2025?

Dec 23 2024 43 mins

Debate: Will the Fed Cut Rates in 2025? Featuring: JoAnne Bianco, CFA is a Partner and Senior Investment Strategist at BondBloxx. Bondbloxx is the first ETF issuer to focus solely on providing precision tools in managing exposures within Fixed Income Markets. Prior to joining Bondbloxx, JoAnne was a Senior Portfolio Manager at PPM as well as Director of Corporate Bond Research. She

25. Are We Entering a New Golden Age of US Manufacturing?

Nov 25 2024 47 mins

Debate: Are We Entering a New Golden Age of US Manufacturing? Featuring: Chris Semenuk is a fund manager at Tema ETFs where he is currently focusing on the theme of American Reshoring as captured in the American Reshoring ETF (Ticker: RSHO). Prior, Chris was with TIAA where he was a portfolio manager for a $5 billion equities mutual fund. The decision of where to place the next fac

24. Should We Invest in China?

Oct 25 2024 48 mins

Debate: Should We Invest in China? Featuring: Brendan Ahern, the Chief Investment Officer at KraneShares. He is a preeminent expert in global financial markets with a particular focus on China. China is considered the second largest economy in the world behind the US yet represents less than 5% of a typical diversified global equity exposure as compared to over 50% for the US. In t

23. Why Are Interest Rates Now Declining?

Oct 07 2024 42 mins

Debate: Why Are Interest Rates Now Declining? Featuring: Lara Rhame, the Chief U.S. Economist and Managing Director on the Investment Research Team at FS Investments. Last week, the Federal Reserve lowered the Federal Funds rate by 0.50%. This was the first decrease in rates in over two years, reflecting the start of an “easing” cycle. We explore what major market characteristi

22. What Will Jobs Look Like in 2040?

Sep 04 2024 40 mins

Debate: What Will Jobs Look Like in 2040? Featuring: Stephanie Aliaga, a Global Market Strategist with JP Morgan Asset Management assisting in formulating and communicating economic views, delivering timely commentary and maintaining forecasting models on behalf of JP Morgan. Additionally, Stephanie is on the committee that produces the long-term capital market assumptions underpin

21. NEW JERSEY! Is NJ a Bellwether for What Lies Ahead for the US in a Complex and Changing World?

Jul 02 2024 50 mins

Debate: NEW JERSEY! Is NJ a Bellwether for What Lies Ahead for the US in a Complex and Changing World?Featuring: John Hasse, Professor of Geography at Rowan University, Director of the Geospatial Research Lab, and Director of the Community and Environmental Planning Program.New Jersey, the most dense state in the US, features 127 miles of coast, deep ports beneficial for shipping,

20. The Upcoming Election: Will the Winner Materially Affect Market Performance in the Near Term?

Jun 12 2024 47 mins

Debate: The Upcoming Election: Will the Winner Materially Affect Market Performance in the Near Term?Featuring: Paul Hickey, co-founder of Bespoke Investment Group. 40% of the population will be devastated come November 5th as their (hopefully) voted for president-elect loses. While we emphasize and are saddened by the polarization in our political system, we explore how much our n