Ask Avidian
Ask Avidian is a biweekly finance and wealth podcast hosted by Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions.
Each episode breaks down timely topics like market trends, Federal Reserve decisions, tax strategies, investment approaches, emerging technologies in finance, personal cash-flow optimization, and smart wealth planning—always with practical, no-nonsense insights designed to help high-net-worth individuals and families make clearer decisions in a noisy financial world.
Whether you're navigating rate cuts, liquidity events, AI-powered tools, or simply trying not to overreact to headlines, Ask Avidian delivers thoughtful conversations that cut through the noise.
Website: https://avidianwealth.com
About Jake Borbidge: https://avidianwealth.com/team-member...
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.
Ask Avidian
Latest Episodes
Record Highs in a Chaotic World: Iran Ceasefire, Oil Spikes, AI Cybersecurity Threats & More
In this episode of Ask Avidian, Chief Investment Officer Jake Borbidge of Avidian Wealth Solutions delivers a timely market update as major indexes hit all-time highs despite ongoing geopolitical tensions, tariffs, creeping unemployment, and ri...
Oil at $100+, Fed Stays Put: Navigating Iran Conflict & Private Credit Pressures
In this episode, Jake breaks down the escalating geopolitical risks in the Middle East, including Iran's recent missile strikes on Qatar's Ras Laffan LNG facility—the world's largest—which have caused extensive damage, sparked fires, and driven...
Private Client Report Insights, SaaS-pocalypse, and Middle East Conflict Impacts
In this episode of the Ask Avidian podcast, Jake Borbidge (Chief Investment Officer) and Andrei Costas (Portfolio Manager) share key insights from Avidian's Private Client Report. They recap 2025 market volatility driven by policy shifts and ta...
Navigating 2026's Market Mayhem
In this episode of Ask Avidian, Chief Investment Officer Jake Borbidge unpacks early 2026 market turbulence, covering:President Trump's nomination of Kevin Warsh as Fed Chair (replacing Jerome Powell in May), sparking debates on...
Unpacking a $400M Insurance Scheme: Real-World Finance Lessons from LANDMAN
Join Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning at Avidian Wealth Solutions, as they dissect a pivotal scene from the most recent episode of the Paramount+ show, LAN...
