Shows
The Road Already TraveledHow Trade Wars, Interest Rates, and Inflation Are Shaping the Markets in Q3 2025 With Peter MadlemPeter Madlem is the Chief Investment Officer at Avalan Wealth Management, a comprehensive wealth management firm specializing in personalized financial, business, and investment planning. With over 35 years of experience in high-net-worth and institutional investment management, Peter has held senior leadership roles at Northern Trust and Montecito Bank & Trust, where he rebuilt investment research capabilities and managed a billion-dollar bond portfolio. Peter is also an accomplished author of five investment books and a former studio musician and composer with credits on major labels. In this episode… With markets hitting all-time highs despite global uncertainty, investors are as...
2025-10-1529 minThe Road Already TraveledHow Trade Wars, Interest Rates, and Inflation Are Shaping the Markets in 2025 With Peter MadlemPeter Madlem is the Chief Investment Officer at Avalan Wealth, a Santa Barbara-based firm that specializes in personalized financial, business, and investment planning for entrepreneurs and affluent individuals. With nearly 40 years of experience in investment management, Peter held key leadership roles, including Regional CIO at Northern Trust and CIO at Montecito Bank & Trust, where he rebuilt the firm's investment research and infrastructure and led the management of its billion-dollar bond portfolio. He also founded three successful companies and is the author of five books on investing, covering topics such as ETFs, REITs, and closed-end funds. In this ep...
2025-08-0523 min