Ask Avidian
Jake Borbidge and Robert Palmer of Avidian Wealth Solutions chat about all things finance, technology, financial planning, and investing.
Website: https://avidianwealth.com
About Jake Borbidge: https://avidianwealth.com/team-member...
About Robert Palmer: 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.
Episodes
26 episodes
Logan Henderson from Gridline
In this episode of Ask Avidian, Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, hosts Logan Henderson, CEO of Gridline, for an in-depth discussion on alternative investments. He details how Gridline's innovative platform le...
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21:53
Decoding Fed Moves and Exploring Wealth Strategies
In this episode of the Ask Avidian podcast, Robert Palmer, Director of Financial Planning, and Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, dive into the implications of the recent Federal Reserve rate cut and its impact...
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34:23
Powerball Pitfalls, Private Markets, and NFL Billions
On this episode of Ask Avidian: What are the risks of hitting the $1.7 billion Powerball jackpot? How big players like Goldman Sachs and T. Rowe Price are making private market investments a hot new option for your 401(k). Plus, wit...
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30:38
AI, Taylor Swift, and Government Investments: Unpacking Today’s Economic Trends
In this episode of the Ask Avidian podcast, hosts Robert Palmer and Jake Borbidge dive into the latest economic and tech trends shaping the world. From the surprising efficiency of Chinese AI in coding to its potential limitations under censors...
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35:51
Navigating Risks and Opportunities: The Avidian Mid-Year Outlook
Chief Investment Officer Jake Borbidge and portfolio manager Andrei Costas revisit Avidian’s January predictions—what played out, what didn’t, and the forces shaping the rest of the year. From tariffs and inflation to AI infrastructure, energy,...
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37:24
One Big Beautiful Podcast
In this episode of Ask Avidian, hosts Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss using AI tools like Grok in the workplace. They also unpack the One Big Beautiful Bill Act (OBBBA), detail...
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Season 1
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39:15
Cheeseburger in Tax Paradise? Wealth Strategies for the Elite
In this episode of the Ask Avidian podcast, Jake Borbidge, Avidian Wealth Solutions’ CIO, and Robert Palmer, Avidian’s Director of Financial Planning, deliver essential insights for ultra-high net worth investors. They analyze a potential legis...
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31:31
Market Rebound Insights: Buffett’s Transition, Tariff Updates, and 401(k) Opportunities
This week, Jake and Robert explore the recent global market rally, driven by a U.S.-China S&P streak. They also discuss the trade truce, Warren Buffett’s unexpected Berkshire Hathaway exit, and its ripple effects on investors. Plus, they ex...
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27:28
Navigating Market Volatility: Smart Investing Strategies for Uncertain Times
In this episode of the Ask Avidian Podcast, host Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss the recent market volatility driven by tariff developments and a contracting first-quarter GDP....
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28:42
Trade Wars or Tough Talk? Trump 2.0 Cracks a Window to Stagflation
New US tariffs have shaken global markets, but is there a silver lining? Join Jake Borbidge and Robert Palmer for a deep dive into the strategy behind the headlines. Learn why Mexico and Canada might be benefiting, how traditional diversificati...
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19:42
Money, Taxes, and Loopholes: Breaking Down Government Spending, Estate Taxes, and Carried Interest
In this episode of Ask Avidian, Jake Borbidge, and Robert Palmer dive into key financial and economic topics that directly impact high-net-worth individuals. They explore potential policy changes that could eliminate caps on wealth tra...
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34:59
AI Shakeups, Market Wake-Ups, and the Tariff Tightrope
In this episode, Jake Borbidge and Robert Palmer dive into the latest market-moving headlines, from the unexpected impact of AI breakthroughs on Nvidia’s stock to the high-stakes game of tariffs between the U.S., China, Canada, and Mexico. They...
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28:28
Building Legacies: Wealth, Wisdom, and the Next Generation
Wealth isn’t just about numbers—it’s about legacy. In this episode, Jake Borbidge and Robert Palmer dive into one of the most complex challenges faced by high-net-worth families: ensuring that wealth transfers successfully without compromising ...
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21:11
What's Fueling Market Optimisim in 2025?
In this episode, the Ask Avidian Podcast welcomes Portfolio ManagerAndrei Costas. Andrei and Jake reflect on 2024 and discuss what lies ahead for 2025. Despite initial market volatility, 2024 ended with strong growth, robust labor market pe...
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30:31
Post Election: Tariffs, The Fed Chair, and Potential Tax Increases
Avidian CIO Jake Borbidge and Director of Financial Planning Robert Palmer host a post-election discussion. Topics include the impact of tariffs on the U.S. economy, market reactions post-election, and the influence of the president on the Fede...
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Season 1
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Episode 12
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22:37
The Investment Black Box
Jake and Robert discuss the investment black box.
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Season 1
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Episode 11
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28:46
Don't Let the Noise Derail Your Financial Plan
In this episode, Robert Palmer and Jake Borbidge discuss the recent Federal Reserve rate cut and its implications for investors. They emphasize the importance of staying calm and focused on long-term financial goals despite the market fluctuati...
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Season 1
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Episode 10
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29:14
From Kitchen to Table: The Journey of Your Portfolio
Have you ever wondered why your investment portfolio doesn't always perform as expected?
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Season 1
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Episode 8
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15:56
Obtaining a Family Office Without Being A Billionaire
A new article says that ultra-rich families are set to control $9.5 trillion by 2030—but where does that leave the average family or business owner in the under-500 million dollar range? Jake and Robert talk about Avidian's family office enviro...
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Season 1
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Episode 9
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18:08
Don’t React When the Market Overreacts
This week, Jake and Robert discuss the recent market turmoil and how to navigate moving forward. They shed light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and sticking to yo...
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Season 1
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Episode 7
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11:25
The AI Related Theme Few Investors Are Watching
In this episode, Jake and Andrei dive into one of today's hottest investment themes: Artificial Intelligence (AI). With companies like Nvidia soaring in value due to their essential role in AI, the spotlight is often on the tech giants. However...
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Season 1
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Episode 6
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14:21
Rising Tides Don’t Lift All ARKK'S
Jake and Robert discuss the differences between growth-focused investing like ARK Invest and value investing. They also discuss the challenges of investing in specific themes through Exchange-Traded Funds (ETFs) and the relevance of value inves...
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Season 1
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Episode 5
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16:28
Are Private Equity-Owned Advisors Bad for Your Portfolio?
Jake Borbidge and Robert Palmer of Avdian Wealth Solutions discuss the implications of private equity ownership in financial advisor firms.Website: https://avidianwealth.com/About Jake Bo...
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Season 1
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Episode 4
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11:57
I'm A 401K Millionaire, Now What?
Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss the rise of 401K millionaires and how they can optimize their wealth. Website:
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Season 1
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Episode 3
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9:05
Why Long-Term Investors Don't Need to Watch the Market
Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss why long-term investors can afford to detach themselves from the daily noise of the market. This detachment allows t...
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Season 1
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Episode 2
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15:33
