Shows
Ask AvidianPrivate Client Report Insights, SaaS-pocalypse, and Middle East Conflict ImpactsIn this episode of the Ask Avidian podcast, Jake Borbidge (Chief Investment Officer) and Andrei Costas (Portfolio Manager) share key insights from Avidian's Private Client Report. They recap 2025 market volatility driven by policy shifts and tariffs, while highlighting the benefits of diversification and opportunities in private markets.They then address the SaaS-pocalypse: AI-driven concerns disrupting traditional software moats and public SaaS stocks. They explain why private credit exposures, through diversified lending, remain more resilient due to shorter loan terms and strong protections.Finally, they examine the escalating US-Israel-Iran conflict, focusing on energy market risks. These...
2026-03-0939 minAsk AvidianNavigating 2026's Market MayhemIn this episode of Ask Avidian, Chief Investment Officer Jake Borbidge unpacks early 2026 market turbulence, covering:President Trump's nomination of Kevin Warsh as Fed Chair (replacing Jerome Powell in May), sparking debates on Fed independence and a more hawkish policy stanceLimited expectations for near-term rate cuts amid the leadership transitionThe dramatic commodities crash in gold and silver, pulling back sharply from their 2025 record highsOngoing pressures in the tech sector driven by massive AI capital expenditure (CapEx) burdensConcerns over eroding software moats as viral personal AI agents lower barriers to entryThe blockbuster SpaceX-xAI merger, valuing the combined entity...
2026-02-0630 min
Ask AvidianUnpacking a $400M Insurance Scheme: Real-World Finance Lessons from LANDMANJoin Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning at Avidian Wealth Solutions, as they dissect a pivotal scene from the most recent episode of the Paramount+ show, LANDMAN.The discussion centers on a massive insurance payout exceeding $400 million for a destroyed offshore oil rig—diverted through a separate entity into illiquid private investments, with ties to tax strategies like asset depreciation, reinvestment loopholes, and captive insurance structures.Jake and Robert separate dramatic flair from financial reality, exploring how large insurance claims ar...
2025-12-1715 minAsk AvidianPrivate Equity Invades College Sports, Fed Rate Cuts, and Critical Year-End Tax MovesIn this timely end-of-year episode, CIO Jake Borbidge and Head of Financial Planning Robert Palmer discuss the landmark deal where a private equity firm invested $500 million for a significant non-controlling interest in the University of Utah athletics, marking the first time a public university has brought in PE capital for its sports program. They break down the rapid rise of sports as an investable asset class, examine liquidity realities, and explore the potential conflicts that arise when public institutions mix with profit-driven investors.The conversation then turns to current markets, including the Fed's latest rate cut, mixed...
2025-12-1240 min
Ask AvidianLogan Henderson from GridlineIn this episode of Ask Avidian, Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, hosts Logan Henderson, CEO of Gridline, for an in-depth discussion on alternative investments. He details how Gridline's innovative platform leverages AI for efficient deal evaluation, delivers real-time portfolio transparency, and prioritizes high-quality fund managers to mitigate risks associated with overly accessible vehicles that may encounter liquidity constraints.Learn more about Gridline: gridline.coGridline Advisors, LLC is a registered investment adviser. This podcast is for informational purposes only and should not be construed as investment advice or an offer to...
2025-10-1621 minAsk AvidianDecoding Fed Moves and Exploring Wealth StrategiesIn this episode of the Ask Avidian podcast, Robert Palmer, Director of Financial Planning, and Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, dive into the implications of the recent Federal Reserve rate cut and its impact on markets, investments, and personal finance. From the thawing IPO market to private credit strategies and business exit planning, they explore how economic shifts influence wealth management decisions. With practical insights on tax optimization, mortgage trends, and navigating liquidity events, this episode offers valuable guidance for investors and business owners alike.Disclaimer: Avidian Wealth Solutions i...
2025-09-1834 minAsk AvidianAI, Taylor Swift, and Government Investments: Unpacking Today’s Economic TrendsIn this episode of the Ask Avidian podcast, hosts Robert Palmer and Jake Borbidge dive into the latest economic and tech trends shaping the world. From the surprising efficiency of Chinese AI in coding to its potential limitations under censorship, they explore how AI is evolving globally. The conversation shifts to Taylor Swift’s engagement and its unexpected economic ripple effects, from wedding industries to household formation. Plus, they tackle the U.S. government’s controversial investment in Intel, debating its implications for national security, crony capitalism, and market dynamics. Disclaimer: Avidian Wealth Solutions is a reg...
2025-09-0535 minAsk AvidianNavigating Risks and Opportunities: The Avidian Mid-Year OutlookChief Investment Officer Jake Borbidge and portfolio manager Andrei Costas revisit Avidian’s January predictions—what played out, what didn’t, and the forces shaping the rest of the year. From tariffs and inflation to AI infrastructure, energy, and global growth, they share where they see risks, opportunities, and trends that could define the markets in 2025.Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Invest...
2025-08-1437 minAsk AvidianOne Big Beautiful PodcastIn this episode of Ask Avidian, hosts Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss using AI tools like Grok in the workplace. They also unpack the One Big Beautiful Bill Act (OBBBA), detailing its key provisions, including permanent standard deductions, new charitable contribution rules, increased estate tax exemptions, expanded SALT deductions, and small business tax incentives. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any s...
2025-07-1839 minAsk AvidianCheeseburger in Tax Paradise? Wealth Strategies for the EliteIn this episode of the Ask Avidian podcast, Jake Borbidge, Avidian Wealth Solutions’ CIO, and Robert Palmer, Avidian’s Director of Financial Planning, deliver essential insights for ultra-high net worth investors. They analyze a potential legislative shift that could make private credit as tax-efficient as REITs, boosting returns and portfolio flexibility. The discussion covers a historic budget surplus fueled by IRS collections, market strength despite tariff and geopolitical challenges, and the risks of overreacting to all-time market highs. They wrap up Jimmy Buffett’s $275M estate dispute and emphasize precise estate planning to avoid conflicts. Disclaimer: Avi...
2025-07-0131 minAsk AvidianNavigating Market Volatility: Smart Investing Strategies for Uncertain TimesIn this episode of the Ask Avidian Podcast, host Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss the recent market volatility driven by tariff developments and a contracting first-quarter GDP.They examine the impact of bearish headlines on investor sentiment, referencing a recent report indicating a 45–60% recession probability within 12 months and a 32% decline in consumer expectations.Key topics include tax-loss harvesting, Roth conversions, and portfolio rebalancing as potential tools to manage risk and improve tax efficiency during periods of market decline. The discussion also covers strategies for adjusting portfolios in re...
2025-05-0128 minAsk AvidianTrade Wars or Tough Talk? Trump 2.0 Cracks a Window to StagflationNew US tariffs have shaken global markets, but is there a silver lining? Join Jake Borbidge and Robert Palmer for a deep dive into the strategy behind the headlines. Learn why Mexico and Canada might be benefiting, how traditional diversification is playing out, and what rising consumer debt could mean for the economy. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk a...
2025-04-0419 minAsk AvidianMoney, Taxes, and Loopholes: Breaking Down Government Spending, Estate Taxes, and Carried InterestIn this episode of Ask Avidian, Jake Borbidge, and Robert Palmer dive into key financial and economic topics that directly impact high-net-worth individuals. They explore potential policy changes that could eliminate caps on wealth transfer and how ultra-high-net-worth families might benefit. They also examine the carried interest loophole and whether upcoming reforms could change that. Finally, they discuss government efficiency and its potential impact on interest rates and economic growth, even touching on Elon Musk’s recent comments about spending cuts and borrowing costs. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is...
2025-02-2134 minAsk AvidianBuilding Legacies: Wealth, Wisdom, and the Next GenerationWealth isn’t just about numbers—it’s about legacy. In this episode, Jake Borbidge and Robert Palmer dive into one of the most complex challenges faced by high-net-worth families: ensuring that wealth transfers successfully without compromising the next generation’s values, ambition, or happiness. They discuss the importance of financial education, responsible delegation, and instilling purpose in wealth inheritance. From real-world examples of success (and failure) to practical estate planning and trust structuring strategies, this episode is packed with insights for families looking to secure their financial future while preserving what truly matters. Disclaimer: Avidian W...
2025-02-0621 minAsk AvidianAI Shakeups, Market Wake-Ups, and the Tariff TightropeIn this episode, Jake Borbidge and Robert Palmer dive into the latest market-moving headlines, from the unexpected impact of AI breakthroughs on Nvidia’s stock to the high-stakes game of tariffs between the U.S., China, Canada, and Mexico. They break down the Deep Seek announcement and its ripple effects on the AI and semiconductor industries, analyze the evolving investment landscape, and discuss where savvy investors should look next. Plus, they touch on the strategic M&A moves that could shape the markets in 2025 and beyond. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Inf...
2025-02-0628 minAsk AvidianPost Election: Tariffs, The Fed Chair, and Potential Tax IncreasesAvidian CIO Jake Borbidge and Director of Financial Planning Robert Palmer host a post-election discussion. Topics include the impact of tariffs on the U.S. economy, market reactions post-election, and the influence of the president on the Federal Reserve. They also delve into the historical use of tariffs, their economic implications, and the potential benefits and drawbacks for different sectors.Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities...
2024-11-1522 minAsk AvidianDon't Let the Noise Derail Your Financial PlanIn this episode, Robert Palmer and Jake Borbidge discuss the recent Federal Reserve rate cut and its implications for investors. They emphasize the importance of staying calm and focused on long-term financial goals despite the market fluctuations often caused by such economic events.Don't Listen to the Noise: The financial world can be filled with conflicting opinions and predictions. It's crucial to avoid getting caught up in the noise and to focus on your individual financial plan.Continue to Follow Your Financial Plan: A well-crafted financial plan is designed to weather various market conditions...
2024-09-1929 minAsk AvidianDon’t React When the Market OverreactsThis week, Jake and Robert discuss the recent market turmoil and how to navigate moving forward. They shed light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and sticking to your financial plan. Website: https://avidianwealth.com/ About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/ About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for th...
2024-08-0511 minAsk AvidianDon’t React When the Market Overreacts.This week, Jake and Robert talk about the recent market turmoil and discuss how to navigate moving forward. They shead light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and stucking to your financial plan. Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or...
2024-08-0211 minAsk AvidianThe AI Related Theme Few Investors Are WatchingIn this episode, Jake and Andrei dive into one of today's hottest investment themes: Artificial Intelligence (AI). With companies like Nvidia soaring in value due to their essential role in AI, the spotlight is often on the tech giants. However, there's more to the AI investment story. Join us as we discuss why infrastructure might be the next big play in the AI market and how savvy investors can position themselves to ride this wave. Tune in for insights on the future of AI and the power behind its evolution.Website: https://avidianwealth.com/About J...
2024-07-3114 minAsk AvidianRising Tides Don’t Lift All ARKK'SJake and Robert discuss the differences between growth-focused investing like ARK Invest and value investing. They also discuss the challenges of investing in specific themes through Exchange-Traded Funds (ETFs) and the relevance of value investing in today's market.Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase...
2024-07-1916 minAsk AvidianAre Private Equity-Owned Advisors Bad for Your Portfolio?Jake Borbidge and Robert Palmer of Avdian Wealth Solutions discuss the implications of private equity ownership in financial advisor firms.Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
2024-07-1511 min
Ask AvidianI'm A 401K Millionaire, Now What?Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss the rise of 401K millionaires and how they can optimize their wealth. Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments...
2024-06-0509 min
Ask AvidianWhy Long-Term Investors Don't Need to Watch the MarketJake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss why long-term investors can afford to detach themselves from the daily noise of the market. This detachment allows them to focus on the fundamental principles driving their investments rather than being swayed by short-term volatility. Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and...
2024-05-1515 min
Ask Avidian3 Things You Should Know Before Owning a Second HomeJake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, explore the three crucial questions every high-net-worth individual should know before owning a second home. From financial implications to lifestyle factors, they provide a comprehensive guide to help listeners make informed decisions about their next big purchase. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk a...
2024-04-2525 min