In episode 46, Matt & Aaron go deep on what could be the biggest IPO of all time — SpaceX. Aaron has been on the front lines working with current and former SpaceX employees, and Matt puts him in the hot seat to unpack what makes this financial moment so unique, what mistakes people are making, and what strategies are actually available to navigate a concentrated stock position before and after a major liquidity event.

In episode 45, Matt, Aaron, & Pat recount recent trips that saw Aaron visiting SpaceX headquarters and clients in southern CA, and Matt in Miami for the most recent Futureproof Festival. The trio discuss recent market developments and trends that are emerging – risk in private credit, AI displacement, and geopolitical turmoil.

In episode 44, Matt, Aaron, & Patrick unpack some of the most polarizing headlines kicking off 2026—including the recently announced investigation involving Jerome Powell, Chairman of the Fed. The trio explores the implications for Federal Reserve independence, potential market reactions, and other major stories making waves in the new year.

In episode 43, Matt, Aaron, & Patrick review what happened in 2025 – across markets, economies, and society, and compare against what they predicted from a year ago! And per tradition, they dive into all they think will happen in 2026 based on where we are today.

Matt, Aaron, & Patrick are back to discuss a few important year-end planning items, namely in the context of new developments from the passage of the OBBBA. They also discuss a recent investment conference they attended and some of the most polarizing trends in markets and the economy right now – AI, alternative investments, valuations and bubble talk, the government shutdown, and the Fed. Plus, Aaron’s back with a mouth-watering hoagie review.

Matt, Aaron, & Pat are back together. They discuss Pat’s recent trip to Huntington Beach, CA where he attended Futureproof to get a sense of what’s most impactful and cutting edge in the wealth management industry. The trio also discuss the Fed, interest rates, where the US economy stands today, and what to be paying attention to.

Matt is joined by special guest Brian Levitt, Global Market Strategist at Invesco, to break down what’s really driving today’s markets. From foreign markets outperforming U.S. equities, to the potential catalysts for small caps and value stocks, the conversation challenges long-held assumptions about “American exceptionalism.” They explores catalysts that could shift market leadership, risks from tariffs, and why dollar weakness may sustain global gains. Plus, they cover diversification strategies, Fed policy implications, and more.

Matt, Aaron, and Patrick are back to dissect the fast and furious legislative headlines that have been coming out of Washington recently. The trio discusses the recently passed, and broadly bipartisan supported, Stablecoin legislation, along with the executive order supporting broader adoption of alternative investments in 401(k) plans, and touch on the newly passed Big, Beautiful Bill.