Shows
2026-02-0634 min
Se on siellä!Kun mailat oli puuta | Harri Ojanperä ja Jari HaapamäkiSe on siellä! -podcastin kolmannen tuotantokauden 12. jaksossa vieraana ja hulvatonta tarinaa iskemässä Harri Ojanperä sekä Jari Haapamäki.0.00 | Alkuhöpinät4.34 | Viikon nostot ja puhutuimmat aiheet30.32 | Harri Ojanperä ja Jari Haapamäki1.30.03 | Mistä vielä puhuttaisiin?1.33.44 | Katsaus tulevaan1.35.17 | Posio-osio1.38.51 | Jylppy-Sedän iltasatu
2026-02-031h 42
HPK Provident Advisors: The Weekly BullFrom Hot PPI To Gold’s Surge: What Investors Need To Know Now
2026-01-3030 minSe on siellä!Luomuveljekset | Oliver Kopiloff ja Viljami JokirinneSe on siellä! -podcastin kolmannen tuotantokauden 11. jaksossa vieraana pelaavaan kokoonpanoon tiensä raivanneet nuoret Oliver Kopiloff ja Viljami Jokirinne.0.00 | Alkuhöpinät2.40 | Viikon nostot ja puhutuimmat aiheet35.50 | Oliver Kopiloff ja Viljami Jokirinne1.11.16 | K-Supermarket Hattulan Palvelutiski1.21.26 | Mistä vielä puhuttaisiin?1.25.15 | Katsaus tulevaan1.26.18 | Posio-osio1.32.27 | Jylppy-Sedän iltasatu
2026-01-201h 35
2026-01-1620 minSe on siellä!Kurinpidon kiemuroita | Sampo LiusjärviSe on siellä! -podcastin kolmannen tuotantokauden kymmenennessä jaksossa vieraana Liigan kurinpitodelegaation puheenjohtaja Sampo Liusjärvi.0.00 | Alkuhöpinät4.00 | Viikon nostot ja puhutuimmat aiheet26.47 | Sampo Liusjärvi1.03.52 | K-Supermarket Hattulan Palvelutiski1.13.45 | Mistä vielä puhuttaisiin?1.18.43 | Katsaus tulevaan1.19.19 | Posio-osio1.23.01 | Jylppy-Sedän iltasatu
2026-01-061h 27
2025-12-3108 min
HPK Provident Advisors: The Weekly BullSanta Rally, Markets, And What’s NextWe unpack the Santa Claus rally, fresh highs, and whether a breakout can carry into January while valuations press the limits. Mixed data on growth, jobs, and inflation rounds out the picture, plus clear tax moves and how to stay calm through normal volatility.• Santa Claus rally mechanics and odds• Breakout levels and 7,200 target context• Earnings growth near 14.8 percent and valuation risk• Mixed GDP, jobs, wages and inflation signals• Volatility frequencies from dips to bear markets• Practical tax tips and record-keeping• Portfolio positioning and risk comfort• Programming notes for next week and disclos...
2025-12-2609 minSe on siellä!Auroraliigan edelläkävijä | Marko PeltoniemiSe on siellä! -podcastin kolmannen tuotantokauden yhdeksännessä jaksossa vieraana Marko Peltoniemi0.00 | Alkuhöpinät3.05 | Viikon nostot ja puhutuimmat aiheet41.15 | Marko Peltoniemi1.13.42 | K-Supermarket Hattulan Palvelutiski1.20.10 | Mistä vielä puhuttaisiin?1.22.55 | Katsaus tulevaan1.24.08 | Posio-osio1.27.14 | Jylppy-Sedän iltasatu
2025-12-231h 29
HPK Provident Advisors: The Weekly BullWhy A “Good” Inflation Print Isn’t Convincing InvestorsHeadlines say inflation cooled and the market should cheer. We look under the hood and find a messier story: a payroll beat with downward revisions, an unemployment rate that’s climbed for four straight months, wage growth easing toward pre‑pandemic levels, and a core inflation print flattered by shelter math and holiday discounts. When bonds barely react and equities fail to reclaim a tight price channel, it hints that investors aren’t buying the narrative yet.We walk through why the 2.6% core number may not tell the full tale, how owners’ equivalent rent and late‑October promotions...
2025-12-1907 min
HPK Provident Advisors: The Weekly BullFrom Rate Cuts To Real-World PlanningA 25 bp rate cut grabbed headlines, but the real story is what comes next: dissent inside the Fed, a new liquidity backstop for short‑term Treasuries, and a policy path that hinges on data rather than promises. We walk through what this means for markets already wrestling with softer hiring, stubborn small‑business pain, and an equity tape that’s favoring breadth over megacap hype. AI‑driven productivity could be a genuine tailwind, yet investors are demanding earnings, not just CapEx narratives—especially after a few high‑profile stumbles.From there, we shift gears into decisions that matter at ho...
2025-12-1223 minSe on siellä!Sarjamuutoksen louhintaa | Jyrki LouhiSe on siellä! -podcastin kolmannen tuotantokauden seitsemännessä jaksossa vieraana Kari Lehtonen.0.00 | Alkuhöpinät4.10 | Viikon nostot ja puhutuimmat aiheet32.58 | Jyrki Louhi1.18.20 | K-Supermarket Hattulan Palvelutiski1.39.45 | Mistä vielä puhuttaisiin?1.43.10 | Katsaus tulevaan1.44.37 | Posio-osio1.48.20 | Jylppy-Sedän iltasatu
2025-12-091h 50
2025-12-0538 min
HPK Provident Advisors: The Weekly BullFrom Rate Cut Odds To Medicare Myths: A Pre‑Thanksgiving Market BriefMarkets moved fast, the calendar moved faster, and we squeezed a full week of money insights into a pre‑Thanksgiving live show. We opened with the whiplash from post‑shutdown data: retail sales underwhelmed, producer inflation cooled, confidence slumped, and jobless claims held up. From there we connected the dots to price action, noting the rebound above key moving averages and a 10‑year yield drifting near 4 percent, a level that can support mortgages and give housing a tailwind. The bigger message: when big down days cluster next to big up days, prediction becomes a costly hobby and discipline becomes the ed...
2025-11-2629 minSe on siellä!Kymmenvuotiaan mieli, mutta 95-vuotiaan nivelet | Kari LehtonenSe on siellä! -podcastin kolmannen tuotantokauden seitsemännessä jaksossa vieraana Kari Lehtonen.0.00 | Alkuhöpinät3.32 | Viikon nostot ja puhutuimmat aiheet27.03 | Kari Lehtonen1.17.00 | K-Supermarket Hattulan Palvelutiski1.28.38 | Ei Jokisen, vaan Virtasen eväät1.37.03 | Mistä vielä puhuttaisiin?1.38.59 | Katsaus tulevaan1.41.14 | Posio-osio1.44.46 | Jylppy-Sedän iltasatu
2025-11-251h 47
HPK Provident Advisors: The Weekly BullWhat If Planning Today Could Give Your Family Back Years TomorrowMarkets don’t freeze because of bad news; they freeze when the news goes missing. We open with the data gap created by the government pause, why uncertainty drives more volatility than either good or bad headlines, and how to ground your plan in what actually moves earnings: energy, labor, utilities, and durable demand. From the AI hype cycle to index concentration in the S&P 500, we talk through what’s signal, what’s noise, and why diversification and a personal reserve can turn market swings into options instead of anxiety.From there, we get practical with a high...
2025-11-2430 min
HPK Provident Advisors: The Weekly BullFrom AI Anxiety To Smart Tax Moves: What Investors Need NowMarkets love a plot twist, and this week delivered more than one. We opened with two straight red weeks for the S&P 500, a deeper NASDAQ slide, and AI capex jitters sparked by a notable debt deal. Then came a brief rally on government funding progress that flipped into selling—a classic buy the rumor, sell the news turn. Under the hood, breadth stayed weak even with indexes near highs, and buyers wrestled with the 50-day moving average. That’s where we zoomed in on leadership, valuation pressure, and why narrow markets amplify risk.We also confronted the...
2025-11-1432 minSe on siellä!Havumetsien mies | Cameron WrightSe on siellä! -podcastin kolmannen tuotantokauden kuudennessa jaksossa vieraana kanadalaishyökkääjä Cameron Wright.0.00 | Alkuhöpinät2.37 | Viikon nostot ja puhutuimmat aiheet31.05 | Cameron Wright56.13 | K-Supermarket Hattulan Palvelutiski1.05.18 | Mistä vielä puhuttaisiin?1.18.23 | Katsaus tulevaan1.19.50 | Posio-osio1.21.43 | Jylppy-Sedän iltasatu
2025-11-111h 23
HPK Provident Advisors: The Weekly BullWhy A Concentrated Stock Market And Mixed Data Call For Prudent RebalancingHeadlines are loud, but your plan should be louder. We introduce our new weekly series—Market Monday, Tax Tuesday, Wealth Building Wednesday, and Think Ahead Thursday—and then get straight into what’s moving portfolios right now: a prolonged government shutdown, delayed primary data, and a market that’s strong on earnings yet weak on breadth.We break down the latest signals with plain talk. Manufacturing remains in contraction while services rebound; ADP shows an uptick after soft prints, yet announced layoffs hit a multi-decade high. At the index level, leadership keeps narrowing, with the top 10 S&P names...
2025-11-0735 minHPK Provident Advisors: The Weekly BullFrom Fed Cuts To RMDs: What Smart Investors Need NowMarkets are inching toward highs while cash yields fade and the data pipeline clogs from a long government shutdown. We unpack how a 25 bp Fed cut, a divided committee, and cooler odds for multiple cuts next year ripple through stocks, bonds, and your cash strategy. Earnings remain a bright spot, but leadership is narrow and expectations for megacaps are unforgiving. We talk through the trade truce headlines, tariff tweaks, and what a pause on certain restrictions means for profits, supply chains, and near-term sentiment.From there, we get practical. If you’ve been waiting on the sidelines, fa...
2025-10-3132 minHPK Provident Advisors: The Weekly BullTime, Not Money, Is The Real Currency Of Financial PlanningMarkets don’t only rise; they breathe. We walk through why a near-term pullback looks likely, how that can reset valuations in a healthy way, and what we’re doing inside managed portfolios to cushion volatility and prepare to buy quality assets at better prices. Rather than trying to guess exact turning points, we explain our practical approach: raise some cash into strength, keep watchlists tight, and redeploy when risk-reward improves.From there, we shift into a core belief that shapes our planning work: time is the scarce resource and money is the tool. We unpack insurance thro...
2025-10-2812 minSe on siellä!Pärrin seiväsmatkat - joka vuosi korkeammalle | Sami PäivärintaSe on siellä! -podcastin kolmannen tuotantokauden viidennessä jaksossa vieraana Sami Päivärinta.0.00 | Alkuhöpinät6.20 | Viikon nostot ja puhutuimmat aiheet33.15 | 2+241.13 | Sami Päivärinta1.21.24 | K-Supermarket Hattulan Palvelutiski1.28.30 | Ei Jokisen, vaan Virtasen eväät1.33.47 | Mistä vielä puhuttaisiin?1.39.42 | Katsaus tulevaan1.41.00 | Posio-osio1.45.30 | Jylppy-Sedän iltasatu
2025-10-281h 48HPK Provident Advisors: The Weekly BullHow Rising Rates Reshaped Home Buying And What Might Come NextMarkets hate a vacuum, and that’s exactly where we’ve been living as a prolonged government shutdown starves investors of fresh data. We open with a candid read on equity whipsaws, then follow the thread to the 10-year Treasury slipping through 4% and the ripple effects of regional bank loan write-downs. From there, we zoom out to the CBO’s updated forecast, the broken four-decade downtrend in yields, and a trillion-dollar net interest bill that now shadows every policy debate. Deficits may be a “later” problem until a catalyst arrives, but they already shape the term premium that matters for mortga...
2025-10-1727 minSe on siellä!Monitoimiareena vai pelkkä mediakuutio | Kaj KällarssonSe on siellä! -podcastin kolmannen tuotantokauden neljännessä jaksossa vieraana HPK Liiga Oy:n toimitusjohtaja Kaj Källarsson.0.00 | Alkuhöpinät3.15 | Viikon nostot ja puhutuimmat aiheet19.27 | 2+223.16 | Kaj Källarsson55.32 | K-Supermarket Hattulan Palvelutiski1.05.16 | Mistä vielä puhuttaisiin?1.18.27 | Katsaus tulevaan1.21.30 | Posio-osio1.27.38 | Jylppy-Sedän iltasatu
2025-10-141h 29HPK Provident Advisors: The Weekly BullSimple Rules to Place Your Money with PurposeWhat if the best financial plan isn’t the one with the highest return, but the one that gives you back the most time? We dig into a practical framework that strips away noise and helps you make faster, clearer decisions by matching every dollar to a job and every risk to a choice you make on purpose.We start with the reality that time and money are your scarcest resources, then map the core planning areas—cash flow, protection, investments, retirement income, tax strategy, and estate planning—onto a simple lens: every place you put money is def...
2025-10-1017 minHPK Provident Advisors: The Weekly BullShutdowns, Markets, and Your MoneyWe unpack the government shutdown’s real market impact, why the data blackout complicates Fed decisions, and how to stay invested with a clear risk plan. David shares three decades of lessons on preparation, behavior, annuities, and building portfolios that can take a hit and keep paying.• shutdown context, health-care disputes, and negotiation gridlock• market history during shutdowns and why macro matters more• missing payrolls and claims data, ISM signals, layoffs trend• debt downgrade risk, long-end yields, and rate-cut odds• three-bucket planning for liquidity, income, and growth• avoiding, managing, and transferring risk with clear rul...
2025-10-0338 minSe on siellä!Mystinen mies | Lauri SerttiSe on siellä! -podcastin kolmannen tuotantokauden kolmannessa jaksossa vieraana Yhdysvaltain yliopistosarjasta Suomeen palannut puolustaja Lauri Sertti.0.00 | Alkuhöpinät4.51 | Viikon nostot ja puhutuimmat aiheet24.50 | 2+230.21 | Lauri Sertti1.01.49 | K-Supermarket Hattulan Palvelutiski1.14.02 | Ei Jokisen, vaan Virtasen eväät1.26.57 | Mistä vielä puhuttaisiin?1.27.29 | Katsaus tulevaan1.28.16 | Posio-osio1.30.24 | Jylppy-Sedän iltasatu
2025-09-301h 32HPK Provident Advisors: The Weekly BullBeyond Interest Rates: Inside the Housing Market with Realtor Chaz LawrenceThe housing market sits at a fascinating crossroads, caught between memories of 2008 and dreams of COVID-era pricing. In this illuminating episode, we welcome Chaz Lawrence, a realtor and property manager from St. Augustine, who brings invaluable ground-level insights into today's real estate landscape.Chaz paints a vivid picture of the current market disconnect: "Buyers think we're back in 2008, and sellers think we're in peak COVID." This tension has stretched the average selling time to 150 days in St. Augustine, while prices stubbornly continue rising 6% year-over-year despite sales volume dropping 24%. With one in five deals falling through before closing...
2025-09-2625 minHPK Provident Advisors: The Weekly BullYour Social Security Could Be Worth Over a Million DollarsDiscover the hidden secrets to maximizing your Social Security benefits in this eye-opening episode featuring Brian Peluso, a partner at HBK Provenance Advisors and Social Security expert with over 15 years of experience navigating this complex system.Did you know your Social Security benefits could amount to over $1 million during your retirement? Despite widespread fears that the system is disappearing, Brian debunks this myth with historical context and practical insights about how the program will adapt rather than collapse. You'll learn why making uninformed claiming decisions could cost you hundreds of thousands of dollars in lifetime benefits.
2025-09-261h 15HPK Provident Advisors: The Weekly BullFed Cuts Rates: Market ImpactThe markets celebrated with all-time highs following the Federal Reserve's decision to cut interest rates by 25 basis points—their first reduction in this cycle. This pivotal monetary policy shift came with nearly unanimous FOMC support, though one member advocated for a more aggressive 50-point cut and projected five additional cuts this year.Chair Powell emphasized the interesting dynamics at play in today's labor market: while hiring has undeniably slowed, the supply of workers has simultaneously contracted due to immigration patterns and labor force participation rates. This parallel movement explains why unemployment figures remain relatively stable despite cooling jo...
2025-09-1908 minSe on siellä!Kumpi onkaan parempi 7+ vai 7- | Jukka VoutilainenSe on siellä! -podcastin kolmannen tuotantokauden toisessa jaksossa vieraana HPK:n pelaajatarkkailija Jukka Voutilainen.0.00 | Alkuhöpinät2.38 | Viikon nostot ja puhutuimmat aiheet15.45 | 2+224.23 | Jukka Voutilainen53.25 | K-Supermarket Hattulan Palvelutiski1.02.35 | Aleksis Virtasen katsaus1.07.52 | Mistä vielä puhuttaisiin?1.12.40 | Katsaus tulevaan1.17.16 | Posio-osio1.19.53 | Jylppy-Sedän iltasatu
2025-09-161h 22Se on siellä!Timanttia | Mikko MannerSe on siellä! -podcastin kolmannen tuotantokauden avausjaksossa vieraana HPK:n päävalmentaja Mikko Manner.0.00 | Alkuhöpinät4.20 | Viikon nostot ja puhutuimmat aiheet22.19 | 2+227.22 | Mikko Manner1.09.49 | K-Supermarket Hattulan Palvelutiski1.18.22 | Mistä vielä puhuttaisiin?1.36.55 | Posio-osio1.39.25 | Jylppy-Sedän iltasatu
2025-09-021h 41HPK Provident Advisors: The Weekly BullHPK Friday Live Episode 85 August 29thEvery Week the partners of HPK get together to dicuss what's moving markets and investment strategies. This week we discuss markets stalling out, weak housing data, a mixed labor market, and a Fed that is leaning toward weaker employment data. Hit subscribe to make sure you don't miss a thing.
2025-08-3018 minHPK Provident Advisors: The Weekly Bull📈 The Week Ahead: Market Insights from HPK Provident Advisors Episode 1The markets stand at a critical juncture following Powell's Jackson Hole comments that signaled potential labor market weakness – a key factor that could trigger the September rate cut investors have been anticipating. While the S&P 500 hasn't yet surpassed mid-August highs, technical indicators reveal a concerning negative RSI divergence suggesting momentum isn't keeping pace with price action. This technical warning sign, combined with historically challenging September seasonality, points toward a potentially healthy 4-7% pullback that could create buying opportunities for prepared investors.Looking beneath the surface reveals some encouraging developments. Market breadth has improved significantly over the pa...
2025-08-2805 min