『Tandem Talk』のカバーアート

Tandem Talk

Tandem Talk

著者： Tandem Investment Advisors Inc.
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Tandem Talk is a quarterly financial podcast sharing history, insight, and market commentary from our Investment Team.

To learn more about Tandem Investment Advisors, Inc., please visit our website https://tandemadvisors.com/.

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Tandem Investment Advisors, Inc. is an SEC registered investment advisor.

This podcast is for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security. Tandem Investment Advisors, Inc. does not represent that the securities, products, or services discussed on this podcast are suitable for any particular investor. Indices are unmanaged and not available for direct investment. Please consult your financial advisor before making any investment decisions. Past performance is no guarantee of future results. All past portfolio purchases and sales are available upon request.

All performance figures, data points, charts and graphs contained in this report are derived from publicly available sources believed to be reliable. Tandem makes no representation as to the accuracy of these numbers, nor should they be construed as any representation of past or future performance.

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  • Tandem Talk, Episode 24: Understanding Market Momentum

    Tandem Talk, Episode 24: Understanding Market Momentum
    2026/05/28

    Tandem's Investment Team is back with Episode 24 of Tandem Talk. Since February, markets have kept marching to the beat of one drum: AI. The team draws on historical parallels, digs into what the portfolio's fundamentals are actually doing, and asks why the companies that survive a capital expenditure boom are rarely the ones the market bets on early.
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    30 分
  • Tandem Talk, Episode 23: The End of the World as We Know It?

    Tandem Talk, Episode 23: The End of the World as We Know It?
    2026/02/26

    Tandem’s Investment Team reconvenes with Episode 23 of Tandem Talk! The big topic of this episode—the “death” of everything, as the AI Grim Reaper comes for us all. Haven’t we seen this sort of hype before? Tune in as we discuss why value isn’t really value anymore, the importance of fundamentals, adaptability of well-run businesses in different environments, and how, inevitably, the short-run becomes the long-run.
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    33 分
  • Tandem Talk, Episode 22: A Tale of Two Markets

    Tandem Talk, Episode 22: A Tale of Two Markets
    2025/11/19

    Tandem’s Investment Team returns with Episode 22 of Tandem Talk! Tune in as the team explores the powerful passive investing feedback loop that pushes market leaders higher, a self-fulfilling prophecy in its own right—until it reverses. They discuss how extreme concentration can distort performance, the puzzle that is AI-expenditure, and what these trends may signal in an increasingly unpredictable environment.
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    33 分
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