AWM Insights Financial and Investment News

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268

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Sep 2026

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About the show

A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

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September 1, 2026Episode 26816 min

Roger Ferguson Jr. - Part 2: Reading the Fed, AI, and the Cracks in Capitalism | AWM Insights #268

In Part 2 of our three-part series, Roger Ferguson Jr. gives his unfiltered read on the Fed's credibility under new Chair Kevin Warsh, compares today's AI investment boom to the dot-com bubble he watched unfold as Fed Vice Chairman, and shares what actually worries him about the future of capitalism. Connect with Us: Call or text us: 626-862-0355 Website: https://www.athletefamilyoffice.com/ YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA LinkedIn: https://www.linkedin.com/company/awmcapital/ Instagram: https://www.instagram.com/awmcapital/ X: https://twitter.com/awmcapital Facebook: https://www.facebook.com/awmcapital/ Chapters [00:00] The state of the Fed under new Chair Kevin Warsh [01:02] The Fed's five-year miss [03:13] How much patience the market will give the new chair [04:46] AI vs. the dot-com bubble [08:17] Where systemic risk actually sits this time [09:17] The Fed's blind spot [10:32] What Ferguson is optimistic about [10:59] What keeps him up at night

August 25, 2026Episode 2671 hr 15 min

Roger Ferguson Jr. - Part 1: The Making of a 1Hundred Year Family Mindset | AWM Insights #267

Roger Ferguson Jr. has held two of the most consequential seats in American finance: Vice Chairman of the Federal Reserve and, later, CEO of TIAA, where he nearly tripled assets under management while steering the company through the Global Financial Crisis, COVID, and more. In Part 1 of our three-part conversation, Roger traces the dining-room-table discipline that shaped him, his philosophy on raising kids who earn their own confidence, and the preparation habits that turned "Roger who?" into the Fed's second-most-powerful voice in under two years, all the way through to the values-driven investing chapter he's building now. Connect with Us Call or text us: 626-862-0355 Website: https://www.athletefamilyoffice.com/ YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA LinkedIn: https://www.linkedin.com/company/awmcapital/ Instagram: https://www.instagram.com/awmcapital/ X: https://twitter.com/awmcapital Facebook: https://www.facebook.com/awmcapital/ Chapters [00:00] Introduction [00:02] The Dining Room Table [00:08] Money As A Tool, Not A Scorecard [00:16] Sweeping The Shed At Harvard [00:22] Raising Kids Who Earn Their Confidence [00:29] Meeting His Wife and Co-CEO [00:34] From "Roger Who?" To Vice Chairman of the Fed [00:47] Compete, Don't Compare [00:52] Taking Over TIAA In The Eye Of The GFC [01:04] Knowing When To Leave [01:09] What's Next [01:12] Do Well And Do Good #RogerFergusonJr #FederalReserve #TIAA #1hundredyearfamily #generationalwealth #financialliteracy #crisisleadership #deferredgratification #GlobalFinancialCrisis #mentalperformance #AWMCapital #AthleteFamilyOffice

August 21, 2026Episode 26616 min

Good Products, Bad Investments: Nike, Hype, and the Power of Patience | AWM Insights #266

In this episode of AWM Insights, Justin Dyer and Mena Hanna take you behind the headlines to dissect why great products like Nike don’t always translate to great investments. They break down recent events in the world of apparel stocks, share stories that resonate with athlete families, and dig into the pitfalls of hype-driven investing. Packed with sharp data points, memorable anecdotes, and proven wisdom, this episode challenges conventional thinking and emphasizes the timeless value of patience, discipline, and diversification for building multi-generational wealth. Tune in for practical lessons that will strengthen your family's long-term financial game plan. Chapters (00:00) When Great Products Don’t Mean Great Investments (02:00) Nike’s Wild Ride and Valuation Lessons (06:00) The Trap of Hype and Headline Chasing (09:00) The Importance of Patience and Discipline (11:00) Long-Term Returns and Diversification Wisdom Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

August 14, 2026Episode 26516 min

Rivian, Peloton, and GoPro: Why Great Products Aren't Always Great Investments | AWM Insights #265

Join hosts Justin Dyer and Mena Hanna as they unpack a common investing misconception: the idea that loving a product means it’s a great investment. Using real-world examples like Rivian, Peloton, and GoPro, they illustrate why strong business fundamentals matter far more than popularity or hype. The conversation provides practical questions every would-be investor should ask and reveals why even boring businesses can outshine the flashiest brands. If you’ve ever been tempted to invest in a company just because you’re a fan, this episode is your playbook for making smarter decisions. Chapters (00:00) The Myth of Good Products as Good Investments (02:00) Business Models and Competitive Dynamics (05:00) Private Investments and Direct Involvement (06:00) Assessing Profitability and Market Demand (08:00) Competitive Advantage and Market Moats (10:00) The Importance of Liking the Product Versus Business Fundamentals (13:00) Boring Businesses Can Be Top Investments (14:00) The Product as the Tip of the Iceberg Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

August 7, 2026Episode 26417 min

439% to Zero: What Situational Awareness Teaches Us About Leverage | AWM Insights #264

In this episode, we tackle the spectacular rise and dramatic fall of the Situational Awareness hedge fund, unpacking the real risks behind headline-making returns. Through memorable stories and market expertise, we break down the dangers of leverage, the pitfalls of chasing hot managers, and the hard truth about luck versus skill in investing. Tune in for candid insights on what it really takes to build wealth that lasts for generations and why the smartest plays are often the most disciplined. Chapters (00:00) The Rise and Fall of a Hedge Fund (02:00) The Dangers of Leverage and Concentration (06:00) Chasing Hot Managers and Returns (07:00) Long-Term Wealth versus Short-Term Outperformance (10:00) Luck versus Skill in Investing (13:00) Leverage: Risks and Real Estate (15:00) Building for the 1Hundred Year Family Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

July 31, 2026Episode 26312 min

The Fed's Impact on Your Money: Purchasing Power and Inflation | AWM Insights #263

In this episode, Justin Dyer and Mena Hanna set the stage for an in-depth conversation with former Federal Reserve Vice Chairman Roger W. Ferguson Jr. The duo unpacks why inflation is at the heart of investing and how the Fed’s decisions ripple through every family’s financial playbook. With global stories, personal experience, and a closer look at Roger Ferguson’s unique journey in both markets and family legacy, this episode delivers expert insight for anyone looking to build and protect generational wealth. Tune in to discover how understanding the Fed and mastering purchasing power can shape your path as a 100-year family. Chapters (00:00) Introducing the Fed and Upcoming Interview (01:00) Why Inflation Drives Everything (02:37) Preserving Purchasing Power (04:19) Global Examples of Inflation’s Impact (05:24) The Fed’s Dual Mandate (07:00) Roger Ferguson’s Unique Perspective (08:00) Building the 100-Year Family Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

July 24, 2026Episode 26217 min

The Federal Reserve, Explained | AWM Insights #262

Join AWM Capital’s Justin Dyer and Mena Hanna as they break down the pivotal role of the Federal Reserve in shaping the U.S. economy. In this episode, the duo explores the origins, mandates, and evolving responsibilities of the Fed, using vivid analogies and real-world examples to illuminate complex topics like interest rates, inflation, and monetary policy. Whether you’re curious about how the Fed’s decisions ripple across investments and everyday life, or just want a clear, approachable take on economic headlines, this conversation offers sharp insights on why the Fed truly matters. Tune in to deepen your understanding of one of the world’s most influential financial institutions. Chapters (00:00) Why the Federal Reserve Matters (01:47) Origins and Purpose of the Fed (03:31) Evolution and the Gold Standard (05:00) The Fed’s Dual Mandate Explained (08:00) Structure of the Federal Reserve System (09:21) The Role of the Federal Open Market Committee (13:07) Impact of Interest Rates on Investors and the Economy Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

July 17, 2026Episode 26114 min

Building Your Portfolio's Foundation | AWM Insights #261

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna revisit the fundamentals of building a resilient, multi-generational investment portfolio. Using the “100-year home” analogy, they break down why bonds and fixed income form the bedrock of lasting family wealth, drawing parallels between solid financial foundations and future-proofing against life's surprises. The conversation offers engaging stories, practical wisdom, and a timely look at how decisions by the Federal Reserve can impact your long-term goals. If you’re looking for expert advice on safeguarding your wealth for generations, this episode delivers fresh perspective and actionable insights. Chapters (00:00) The Foundation of a 100-Year Portfolio (03:00) Importance of Building With Foresight (07:00) Flexibility and Adaptation Over Time (09:00) The Role of Interest Rates and Inflation (12:00) Federal Reserve's Influence on Bonds Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

July 13, 2026Episode 26015 min

Markets Don't Only Go Up: Protecting Your Wealth in a Downturn | AWM Insights #260

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the realities of market cycles and the dangers of investor complacency. Together, they explore why markets don’t always move “up and to the right,” discuss the risks of extended drawdowns, and share practical strategies for protecting what matters most, across your family’s wealth journey. With firsthand market experience and clear, candid conversation, Justin and Mena offer a timely reminder: preparing for volatility is a cornerstone of multi-generational wealth. Tune in for insight you won’t hear from alarmists—just seasoned advice designed to set your family up for the long game. Chapters (00:00) Market Realities and Recent Trends (02:00) Predictions Versus Uncertainty (04:00) The Risk of Complacency (05:00) Protecting Core Priorities (08:00) Diversification and Permanent Loss (11:00) Investing to Achieve Life Goals (13:00) Preparing for Long-Term Downturns Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

July 3, 2026Episode 25918 min

Best Quarter in 6 Years? What the Media Didn’t Tell You About 2026 | AWM Insights #259

Join Justin Dyer and Mena Hanna as they break down the first half of the year in financial markets, cutting through the noise to reveal what really matters for families focused on long-term wealth. From headline shocks and surprise market rallies to the hype cycle around tech giants and SpaceX, they unpack the most important lessons learned and the pitfalls to avoid. Whether you're building a 100-year family legacy or simply trying to stay disciplined through market ups and downs, this episode delivers sharp insights and expert strategies to help you stay the course. Tune in for a candid, behind-the-scenes look at how seasoned advisors navigate uncertainty and keep their eye on the long game. Chapters (00:00) Reflecting on the First Half of the Year (02:00) Market Dislocation and Performance Surprises (04:00) Limitations of Market Predictions (07:00) Media Hype and Fear-Mongering (09:00) Importance of Discipline and Avoiding Market Timing (11:00) Dangers of Chasing Hype Investments (16:00) Core Principles for the 100-Year Family Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/