Category: Podcasts

Neil Rose, CFA and Arthur Mallet discuss the new era of insider trading — prediction markets, congressional trading, and what it costs the U.S. market premium.

As we close out 2025, it’s the perfect time to review strategies that can make a big impact on your financial future.

Kawika Shoji and Neil Rose discuss the relevance and performance of gold as an investment in the current market...

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

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.

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

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.

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.

Neil Rose gives candid responses to common client questions that Kawika Shoji has received in these past weeks.

Neil Rose and Arthur Mallet discuss: the hardest thing about investing, sources of investing advantages and the importance of position sizing for risk management and performance.

Neil and Co. catch up and talk about a market resembling both the late 1990s tech boom and the Nifty Fifty craze of over 50 years ago. Also discussed is Neil’s current research adventures into commodities and thoughts on electric vehicles and where he’s seeing value today.

Neil Rose explains why this year's (modest) losses are a small price to pay for a future with much higher income generation and lower longer term risks.