Category: Videos

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 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 explains why he's taking some profits and getting more defensive as investors continue to pump up stock valuations, especially Big Tech. Neil worries the markets are now depending on one big assumption, and the costs of being wrong are high.

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.

Neil Rose explains how Russia’s invasion in Ukraine strengthens the case for recent shifts in Regency Capital’s portfolios.

Neil Rose offers some thoughts on what has been a “stealth bear market” as market averages have belied what’s happening to many stocks.