The Talk Exchange by Regency Capital

Hosted by Regency Capital

Business Entrepreneurship

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Episodes

Latest episode

May 2026

Language

EN-US

About the show

Neil Rose, Kawika Shoji and Arthur Mallet talk about financial markets, economics and investing. Thanks for joining us in trying to figure stuff out!

Listen to episodes

18 recent

May 12, 202645 min

Insider Trading’s Shameless Comeback

Neil Rose, CFA (CEO) and Arthur Mallet (President & COO) sit down to discuss Neil's recent article, 'Crazy Rich Insider Traders.' They cover the new era of insider trading on prediction markets and in Washington, what it means for capital markets, and why the long-term cost may show up in the multiple investors pay for U.S. assets.Read the article: https://regencycm.com/2026/05/05/crazy-rich-insider-traders/Subscribe to our newsletter: https://regencycm.com/news/#subscribe

December 30, 202539 min

Year-End, Taxes, and Gifting

Neil Rose and Kawika Shoji talk about taxes, gifting, and other housekeeping matters.

February 20, 202531 min

The Love/Hate Relationship with Gold

Kawika Shoji and Neil Rose discuss the relevance and performance of gold as an investment in the current market, the relationship between inflation and gold, and the increasing demand for gold as a hedge against uncertainty and risk.

November 1, 202445 min

Magnificent Earnings

Major Info Tech earnings announcements this week. Kawika Shoji gets some reactions and thoughts from Neil Rose on the tech sector now and going forward.

October 30, 202431 min

Election Madness? Should We Worry?

Kawika Shoji and Neil Rose discuss the potential market reactions to a Trump or Harris win on election day. How does Neil evaluate inflation?

June 27, 202443 min

Keeping A Float: Insurance Deepdive

Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.

June 26, 202427 min

Market Update

Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.

February 22, 202428 min

The P Word (Performance)

Neil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm. Past performance is never indicative of future results but looking back at the All-Weather Absolute Return, Balanced & Diversified, All Stock, Global Stock and Income Plus results as a way to evaluate process is always a valuable tool. Long-Term vs. Short-Term view of performance.The emotional components of investing. How leaning into a process can minimize emotionally driven decisions.Why now is an interesting time for income investors.

February 22, 202435 min

Common Client Questions

Neil Rose gives candid responses to common client questions that Kawika Shoji has received in these past weeks.Active vs Passive InvestingOpportunities outside the Magnificent SevenTaking chips off the tableREITs and spinoffs

August 23, 2023Episode 926 min