CCA Podcasts
A forum for discussion of, and education in topics relevant to the high net-worth investor community.
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Episodes
25 episodes
Trade, Tariffs, Tumult, Trump, and Technology
Join Bruce Kardon for the first Conservest podcast of 2025!
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Season 2
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Episode 1
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21:32
The Interview
In our final episode of season 1 Bruce Kardon discusses the firm, the future, and the philosophy that drives both.
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Season 1
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Episode 25
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34:16
5 Insights for 2025
Listen as Investment Manager, Clay Hall, discusses Trump economics, international equity markets, and much more for 2025.
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Season 1
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Episode 24
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25:52
Quarterly update plus Anticipation and the Fed
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...
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Season 1
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Episode 23
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16:30
Cyber-security Matters
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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Season 1
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Episode 22
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13:03
Is the First Cut the Deepest?
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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Season 1
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Episode 21
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20:06
The UK National Debt
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 Advisor...
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Season 1
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Episode 20
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10:27
The End of Chevron
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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Season 1
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Episode 19
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21:57
The US National Debt
Tune 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 topic. Tune in as we briefly detail the numbers....
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Season 1
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Episode 18
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6:42
What's in a Valuation?
Tune 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.
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Season 1
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Episode 17
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30:33
The Job Creating Slowdown Economy, our relationship with money, family financial matters, and Groucho Marx
In 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 second half of the year.
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Season 1
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Episode 16
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18:11
Europe in 2024!
In 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 European Central Bank is taking the lead globally on intere...
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Season 1
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Episode 15
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14:33
Mid Quarter Review - May 2024
Tune in for a mid-quarter review with Clay Hall, CFA and featuring Lacy Redwine.
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Season 1
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Episode 14
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32:08
Client podcast requests - showing interest in yields and family business dynamics
In 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 yields, as we move into mid-year.
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Season 1
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Episode 13
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24:36
What have 'The Magnificent 7' companies done for us lately?
In this episode Christina Copeland, Principal and Senior Investment Manager, recaps the incredible run of the so-called, 'Magnificent 7' group of stocks. While their collective stock price may not continue to move in tandem, with a...
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Season 1
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Episode 11
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19:41
The Federal Reserve and US banking system
In this episode, Clay Hall, CFA and Investment Manager, reviews the Federal Reserve and the banking system from a market and economic perspective. Joined by colleague and Attorney, Lacy Redwine, who gives the perspective of the reg...
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Season 1
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Episode 12
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31:52
Inverted Yield Curve, Quarterly Review, and Bubbles or Bull
In this episode, Bruce Kardon, President and CIO, takes a look back at market bubbles throughout history. Bruce will also discuss matters related to the yield curve, the current bull market, as well as an overview and re-cap of the...
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Season 1
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Episode 10
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22:11
Taxes on Sunset: The Tax Cuts and Jobs Act of 2017
In this episode Christina Copeland, Principal and Sr. Investment Manager, will evaluate the Tax Cuts and Jobs Act of 2017. Scheduled to sunset at the end of December, 2025, potentially expiring provisions calls for adjustments wit...
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Season 1
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Episode 9
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15:30
Strategic decision making and the game of Poker
Bruce Kardon, President and CIO, discusses strategic decisions in Financial Matters. Bruce highlights resolve in creating positive outcomes in wealth management, interspersed with lessons learned in the game of Poker, and a disipl...
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Season 1
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Episode 7
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19:45
Holistic Matters in Finance: Risk management
Christina Copeland, Principal & Sr Investment Manager discusses how understanding and managing risk in your investment portfolio, could lead to more positive outcomes.
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Season 1
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Episode 6
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14:08
The velocity of money
On this episode of CCA Podcasts' Financial Matters, Bruce Kardon discusses the velocity of money.
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Season 1
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Episode 5
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21:07
Market update and Outlook
Clay Hall, CFA and Investment Manager, reviews the US economy and Financial Markets halfway through Q1 2024. Clay reviews the most recently available macroeconomic data and stock and bond returns YTD. Clay also provides some details...
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Season 1
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Episode 4
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20:56
Holistic Matters in Finance: Digital Assets and Investment planning
CCA Podcasts, a forum for discussion of, and education in topics relevant to the high net-worth investor community. In this episode of "Financial Matters", Christina Copeland, Principal and Senior Investment Manager along with Clay Hall, ...
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Season 1
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Episode 3
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22:11
