The LifeGoal Playbook
The LifeGoal Playbook Podcast is where professional money management meets real-life conversation. Hosted by two former college football teammates who traded playbooks for portfolios, we bring decades of combined experience in financial planning and investment management—and the perspective that comes from overseeing hundreds of millions of in client assets.
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The LifeGoal Playbook
Latest Episodes
Carry Trades & Cracks in the System
We take a deep dive into the structural role of the Japan carry trade in global markets, exploring how low Japanese rates have fueled risk-taking worldwide. As conditions shift, we examine the early signs of stress and what an unwin...
The Lost Decade 2.0? Why Future Returns May Be Muted
For years, investors were rewarded just for showing up. That may be changing. In this episode, we dive into the case for muted returns going forward—and why the next decade could look a lot like the early 2000s. We unpac...
The AI Arms Race: Who Can Actually Win?
The AI revolution is here — but the road ahead is not without challenges. We break down the struggles facing OpenAI and other artificial intelligence companies as they navigate enormous capital requirements, energy demands, competit...
Inflation, War Risk, and Market Uncertainty: What Investors Need to Know
Inflation data just dropped—but the bigger story may be geopolitical risk. In this episode, we break down the latest inflation numbers, what they signal for interest rates, and how escalating tensions with Iran are adding a new laye...