Best Max Belmonte Podcasts (2025)

1
No More AAA - What the U.S. Debt Downgrade Means for Investors 24:54

10d ago24:54

24:54

With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent? Topics covered include: Why S&P, Fitch, and now Moody's stripped the U.S. of its pristine AAA debt rating How the U.S. national debt dynamics compare to Greece, Italy, and Japan What are four things investors should monitor…

1
Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us 25:08

17d ago25:08

25:08

How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been. Topics covered include: What has led to the financial crisis at Harvard What actions has the university taken How do endowments invest and spen…

1
Why Bond Investing Is Easier Than Ever 26:22

24d ago26:22

26:22

Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved. Episode Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money…

1
Do You Believe in Miracles? Featuring Jack O'Callahan 47:09

26d ago47:09

47:09

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Jack O'Callahan, a member of the legendary 1980 "Miracle on Ice" U.S. Olympic hockey team. Jack shares his incredible journey from playing street hockey in Boston to becoming part of perhaps the greatest upsets in sports history. He recounts the intense preparation and t…

1
Investing in Emerging Markets with Ali Akay 34:34

1M ago34:34

34:34

Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter …

1
Ivana Chubbuck Acting Coach & Two Unemployed Actors - Episode 106 51:46

1M ago51:46

51:46

Max talks about the finer details of Acting with Ivana Chubbuck, Acting Coach and Author of the book ‘The Power of the Actor’. Ivana has worked with many successful Actors over her 25 year career including Halle Berry, Charlize Theron, Brad Pitt, Al Pacino and so many more. Forming her technique after studying behavioral science, psychology and cul…

1
Is the Rest of the World Selling America? 19:55

1M ago19:55

19:55

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include: What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 20…

1
Where Are We Heading? 26:09

2M ago26:09

26:09

In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the implications for portfolio strategy, while also reflecting on how AI and zero-click search are reshaping business and investor behavior. Topics covered…

1
Is This the End of Globalization and Free Trade? 21:34

2M ago21:34

21:34

What will the impact be now that the U.S. has one of the highest tariff rates in the world? Topics covered include: Why the Trump administration raised tariffs How the last round of U.S. tariffs led to higher prices and lower economic growth Four ways the world remains close to record connectivity Who have been the winners and losers from global tr…

1
Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge 38:31

2M ago38:31

38:31

Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gold. Topics covered include: Where does gold’s reputation as a safe haven come from, and why it trades differently than other commodities. How gold diff…

1
Emerging Unscathed: Featuring Ali Akay 34:18

2M ago34:18

34:18

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Ali Akay, Founder and CIO of Carrhae Capital and experienced emerging markets investor. Ali shares his journey from central bank consultant to founder of a successful investment firm, embodying his personal mantra, "Struggling, I emerge." His perspective on macroeconomic…

1
Should You Investment 100% of Your Retirement in Closed-End Funds? 24:23

2M ago24:23

24:23

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains. We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs. Episode Sponsors Stawberry.me NetSuite Insiders Guide Email Newslett…

1
What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries 22:39

2M ago22:39

22:39

How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier. Topics covered include: Two ways countries can increase their competitiveness How savings always equals investment Why excess savings flows to the U.S. leading to a drop in U.S. domestic savings Why the U.S. current trade situation could lead to a de…

1
Tariffs and the Mar-a-Lago Accord: What Trump Really Wants 28:49

3M ago28:49

28:49

How the Trump administration is using tariffs as a negotiating tool to weaken the U.S. dollar and increase the global competitiveness of U.S. manufacturers. Topics covered include: Why U.S. stocks are falling, and recession risk is increasing How the U.S. dollar as the reserve currency is becoming a burden on the U.S. How the Trump administration a…

1
Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge 48:15

3M ago48:15

48:15

This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institu…

1
The Winner's Mindset with Jason Fowler 28:19

3M ago28:19

28:19

In March’s episode of the FEG Insight Bridge Podcast, Greg Dowling talks to Jason Fowler about what it takes to develop the mindset of a winner. From his devastating motocross injury as a teenager to his path to overcoming obstacles, to his success as an adaptive sports champion, coach and mentor, Jason’s search for his “true north” can help and in…

1
Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves 23:18

3M ago23:18

23:18

We consider the incongruency of a U.S. Strategic Bitcoin Reserve, the latest crypto exchange hack, and how most participants lost money on the Trump meme coin. Given all that, we review some areas where cryptocurrency is helping individuals and businesses. Topics Covered What is the U.S. Strategic Petroleum Reserve Why it makes little sense for the…

1
Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income 25:44

3M ago25:44

25:44

How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder. Topics covered include: How immediate annuities and deferred income annuities work What are mortality credits, and why they are a key diversifier Examples of how mortality credits lead to a 1% to 1.5% higher annualized return over s…

1
What Are Sovereign Wealth Funds and Does the U.S. Need One? 19:32

4M ago19:32

19:32

The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how they invest, and some concerns with the U.S. establishing one. Topics covered include: What are the four types of sovereign wealth funds, and why the U.S. doesn't fit the typical use case How sovereign w…

1
Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge 50:41

4M ago50:41

50:41

This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institutional advisory firm, whe…

1
Hear the Bengal Growling: Featuring Malabar Investments 44:04

4M ago44:04

44:04

In the February episode of the FEG Insight Bridge Podcast, Malabar Investments Advisors Sumeet Nagar and Akshay Mansukhani join FEG CIO Greg Dowling in an in-depth discussion. This month they analyze the differentiating quality of the Indian market versus other emerging markets and the importance - and benefit - of a comprehensive understanding of …

1
How to Invest in Private Credit / Direct Lending 26:20

4M ago26:20

26:20

We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs. Topics covered include: Why more companies are staying private How private credit differs from the leverage loan market Why private credit is growing so rapidly What are the benefits …

1
Who Should Bear the Cost? Socialized versus Market-Based Risk Management 23:02

4M ago23:02

23:02

Natural disasters are becoming more severe and costly—who should bear the financial burden? We explore the tension between socialized risk and market-based insurance. Topics covered include: The surprisingly large percentage of natural disaster losses that are uninsured Why natural disaster severity is increasing A deep dive into the complexity of …

1
Its time for a Max Update - Two Unemployed Actors - Episode 105 24:57

4M ago24:57

24:57

It’s time for a Max update. Why the long break between Podcast episodes, how come I had to get a new agent, the focus for 2025 and a key lesson from last years Acting experience.By Max Belmonte

1
Where You Live Matters - How Geography Contributes to Wealth 26:07

5M ago26:07

26:07

How geography contributes to economic growth and can increase or lower the cost of living. Topics covered include: Why living in a developing country like Costa Rica is still relatively expensive How Amazon and e-commerce platforms lower the cost of living Why we should consider slowing down our rate of consumption How geography is impacting the ro…

1
Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets 39:15

5M ago39:15

39:15

In episode 506, Joshua shares the pros and cons of living outside of your home country. He convinces David why he needs more than one passport. Finally, Joshua makes a strong case for not retiring, and if one does, under what circumstances. Episode Sponsors Delete Me – Use code David20 to get 20% off Acorns Insiders Guide Email Newsletter Get our f…

1
The Thoughtful Contrarian: Featuring Ben Inker 49:00

5M ago49:00

49:00

Discover a fresh perspective: Ben Inker of GMO examines market trends and potential investment strategies for 2025. On this episode of the FEG Insight Bridge Podcast, we are joined by Ben Inker, Co-Head of Asset Allocation and Portfolio Manager at GMO, in a conversation exploring market trends and investment strategies for 2025. Ben and FEG CIO Gre…

1
Optimization, AI and Opting Out with Coco Krumme 34:23

5M ago34:23

34:23

In our final episode of the year, I converse with author and data scientist Coco Krumme about the benefits and costs of optimization in finance, industry, and our daily lives. We explore AI and its overlap with optimization. We also consider the pros and cons of life optimization and finally discuss the extreme challenge of opting out. Episode Spon…

1
War of the Rohirrim with Black Nerds Create 1:32:04

6M ago1:32:04

1:32:04

Well I’m back. And so are Bayana and Delia! We’re discussing War of the Rohirrim in which a Tolkien movie finally passes the bechdel test, Helm is doing too much, and everyone is hot. That’s What I’m Tolkien About - Threads - https://www.threads.net/@tolkienaboutpod Instagram - www.instagram.com/tolkienaboutpod Patreon - https://www.patreon.com/tol…

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