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Markets, AI, and What You Can Actually Control | AWM Insights #246

Justin and Mena tackle the swirl of macro headlines — AI disruption fears, Middle East tensions, SpaceX going public, and a mission to the moon — and bring it back to what actually matters for investors: having a durable plan, staying diversified, and using money as a tool to accomplish what's most important to you.Chapters(00:00) Introduction: A lot going on (understatement of the year)(00:36) AI headlines: fear mongering vs. real opportunity(02:04) Going to the moon and the pace of innovation(02:17) How AWM thinks about questioning existing beliefs(03:10) The AI doomsday narrative — why we don't buy it(04:10) Private market proof: AI cutting customer service costs by 60%(05:19) Creative destruction and the history of innovation(06:10) Segue: How does all of this change how we invest?(06:38) Answer: It doesn't — but it does underscore diversification(07:19) Geopolitical reset and why volatility can be a buying opportunity(08:05) Managing your news diet and focusing on what you can control(09:29) S&P 500 profit margins expanding because of AI(09:44) SpaceX confidentially IPO-ing at $1T+ — all value created in private markets(10:11) OpenAI at $850B — the private market opportunity you can't afford to miss(10:26) Closing: Diversification as the plan across regions, public, and private marketsConnect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

Learning to Depend on Him

This episode explores faith, healing, and the power of perseverance in prayer, highlighting real stories of healing and the importance of trusting God's timing and methods.Chapters00:00 Embracing Imperfection and God's Grace01:56 The Power of Faith in Healing06:13 The Journey of Healing and Forgiveness10:08 Perseverance in Faith and Healing11:53 God's Communication Through Creation

Oil, Wells & Monthly Cash Flow: How Accredited Investors Are Diversifying Into the Permian Basin with King Operating

Join us as we explore the world of oil and gas investing with Rachel Griffith and Tom Gray from King Operating Corporation. Together with Paul Bennett, we discuss how oil and gas can play a strategic role in a diversified portfolio, break down King Operating’s unique approach, and address the real risks and returns in today’s market. Discover practical insights on technology-driven de-risking, tax advantages, and smart asset allocation for investors looking beyond commercial real estate. Whether you’re seasoned in alternatives or exploring new opportunities, this episode delivers expert guidance and candid perspectives you won't want to miss.Chapters(00:00) Why Oil and Gas for Diversified Portfolios(02:01) Guest Introductions and Company Background(05:02) King Operating’s Unique Investment Model(08:23) Overview of Fund Structure and Returns(09:31) Understanding Risk and De-risking Strategies(22:00) Return Profile and Exit Strategy(26:00) Tax Advantages of Oil and Gas Investments(32:00) Portfolio Allocation Across Asset ClassesLearn more about King Operating Corporation: https://kingoperating.com/We believe good investing starts with a conversation, so if today's episode got you thinking about your investment strategy, reach out to us through our Contact Form and let's start building together: https://www.aaastorageinvestments.com/contactFollow and Connect with Us• LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/• Instagram: https://www.instagram.com/aaastorageinvestments/• X: https://x.com/investments_aaa• Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/Download our free guides to take your investing to the next level:10 Due Diligence Questions to Vet Any Real Estate Sponsor: https://www.aaastorageinvestments.com/info/10-due-diligence-questions-to-vet-any-real-estate-sponsorFirst-Time Real Estate Syndication Investor Checklist: https://www.aaastorageinvestments.com/info/first-time-real-estate-syndication-investor-checklist

Protecting the Soul of Travel in a Metrics-Obsessed Industry

In this episode, we explore the delicate balance between the soul of travel and the data-driven realities of the industry with special guest Kerry Griffin, VP of Engineering Operations at Switchfly. Kerry shares personal stories and industry expertise, touching on the emotional essence that inspires travel, the impact of technology and metrics, and the evolving role of AI. Listeners will gain fresh perspective on creating joyful travel experiences without losing sight of human connection. Tune in for an insightful conversation that blends heartfelt memories with forward-thinking discussion about the future of travel.Chapters(00:02) Protecting the Soul of Travel(02:30) The Beauty of Human Travel Experiences(08:58) The Impact of Metrics and Technology(15:40) Industry Shifts(21:06) AI and the Future of Travel(27:26) Making Travel More Accessible(31:32) Preserving Human ConnectionConnect with SwitchflyWebsite: https://www.switchfly.com/LinkedIn: https://www.linkedin.com/company/switchfly/X: https://twitter.com/switchflyYouTube: https://www.youtube.com/@SwitchflyOfficial

A Visit with Stephen Senn: Time, Concurrent Controls, and the Bayesian Guidance

In this episode of "In the Interim...", Dr. Scott Berry hosts Dr. Stephen Senn, award-winning statistician and author, for a discussion on advanced challenges in adaptive and platform trial methodology. Senn draws on experience in academic, pharmaceutical, and regulatory settings to address the recent draft guidance on Bayesian statistics from the FDA and multiple controversies in clinical trial design.Key HighlightsEmphasizes understanding data origin and regression to the mean as essential for trial interpretation, above adherence to Bayesian or frequentist frameworks.Details methodological considerations for time adjustments and model complexity, highlighting that model specification and parameter handling are critical regardless of statistical school.Identifies the limitations of non-concurrent controls in platform trials, focusing on evolving background therapy, site participation, and protocol changes that reduce validity of historical or pooled control data.Analyzes blinding difficulties in trials with multiple treatments and administration modes, using “veiled” blinding as a case and noting the implications for placebo response comparability.Clarifies that operational efficiencies are the principal advantage of adaptive and platform trials, while purported statistical efficiencies can be exaggerated.Stresses the importance of presenting interim analyses transparently to DSMBs when using complex models for time or covariate adjustment, to ensure oversight and interpretation remain rigorous.For more, visit us at https://www.berryconsultants.com/

Hosts

Josh Alexander

Josh Alexander

Host of The ALX Show
Loren Sanders

Loren Sanders

Host of Conversations WeLearn From
Sean Stowers

Sean Stowers

Host of Conversations WeLearn From
Brandon Giella

Brandon Giella

Host of Redemptive Marketing Podcast