In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down some of the biggest trends dominating market headlines, from the rise of mega-cap tech stocks to the renewed buzz around gold. Together, they cut through the noise with expert analysis and real data, offering perspective on temptations like investing heavily in the hottest companies or chasing the next big thing. If you want to understand what really drives long-term investing success and why discipline beats FOMO every time, this episode delivers clarity and actionable insight for anyone looking to build and protect generational wealth.
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Chapters
(00:00) Trends in headline investing
(03:48) Concentration in mega-cap tech stocks
(09:08) US exceptionalism and global diversification
(14:03) Gold’s resurgence and investment utility
(18:18) Discipline over chasing fads
