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October was a volatile month. High-yield credit sold off into a correction, the Nasdaq 100 slid almost 10% from its early-October record, gold fell below $4,000 an ounce, and Alphabet posted its worst trading day since going public in 2004. On Episode 137 of the Tall Oaks Podcast, Branden DuCharme,
In the summer of 2007, David Dziekanski was a 21-year-old intern at Bear Stearns. At the end of a lunch-and-learn on mortgage-backed securities, he stood up in front of about 300 people and asked a simple question: why does pooling mortgages together make them less risky? If they start to
Is the classic 60/40 portfolio still enough? On the Tall Oaks Podcast, Branden DuCharme sat down with Charlie McGarraugh, Chief Investment Officer of Altis Partners, to talk about managed futures, trend following, leverage, and what diversification can look like beyond stocks, bonds, and cash. Charlie’s career spans 16 years at
Most debt advice comes down to one rule: pay it off as fast as you can. For a car loan, a mortgage or a private student loan, that’s usually right. Every extra dollar toward principal is a dollar that stops collecting interest. Federal student loans can be different. On this
Most people watch the stock market. This month, the bond market did a lot of the talking. In the September Market Update on the Tall Oaks Podcast, Branden walks through five charts: the 10-year Treasury yield (two views), the U.S. dollar, the equal-weight S&P 500, and the Magnificent 7. He
Few people have shaped how Wall Street measures bond market risk like Harley Bassman. On the latest Tall Oaks Podcast, the man known as the “Convexity Maven” sat down with Branden DuCharme to talk about mortgage bonds, the borrowing boom tied to artificial intelligence, the Japanese yen, and what inflation
There’s no shortage of retirement advice out there — on social media, from well-meaning friends and family, or from a headline you skimmed on your phone. The problem is that a lot of it is wrong, outdated, or only true for someone whose situation looks nothing like yours. On this
If you’ve ever sat across from someone selling an annuity, you’ve probably heard the pitch: guaranteed income, protection from market losses, a paycheck for life. What you may not have heard is the other side of that coin — the fees you can’t see, the terms that can change on
If your pay stub or offer letter includes letters like RSU, ESPP, NSO, or ISO, you already know the feeling: equity compensation can read like alphabet soup. And for many employees — especially in tech and at fast-growing companies — that equity is one of the largest and least understood
Every month brings a fresh wave of headlines, hot takes, and “can’t-miss” stock tips. This month’s Tall Oaks market update takes a different approach. Instead of chasing the next big trade, Branden DuCharme steps back to read the charts across the whole market — bonds, gold, oil, the dollar, and
