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Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice

In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Shirl Penney, CEO and Founder of Dynasty Financial Partners.

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20:25
Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
21:17
Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth
Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth
20:18
Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point
Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point
26:13
Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality
Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality
23:08
19th Hole: Beyond the Green: Jon Gray
19th Hole: Beyond the Green: Jon Gray
16:46
Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market Volatility
Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market Volatility
22:06
Beyond 60/40 Ep. 49: 2026 Economic Perspectives
Beyond 60/40 Ep. 49: 2026 Economic Perspectives
16:45
Beyond 60/40 Ep. 48: What's Next For Crypto
Beyond 60/40 Ep. 48: What's Next For Crypto
15:04
Model Behavior Ep. 5 | Integration of Alternative Investments
Model Behavior Ep. 5 | Integration of Alternative Investments
15:22
Model Behavior Ep. 4: Adapting to Today's Market
Model Behavior Ep. 4: Adapting to Today's Market
20:11
Beyond 60/40 Ep. 47: Why Emerging Markets Demand High-Conviction Investing
Beyond 60/40 Ep. 47: Why Emerging Markets Demand High-Conviction Investing
15:39
Model Behavior Ep. 3: Custom Scalable Portfolios
Model Behavior Ep. 3: Custom Scalable Portfolios
19:58
Monthly Alts Pulse Ep. 18 - Global Expansion: How Alternatives Are Accelerating Worldwide
Monthly Alts Pulse Ep. 18 - Global Expansion: How Alternatives Are Accelerating Worldwide
18:36
Model Behavior Ep. 2: Scalable Model Portfolios
Model Behavior Ep. 2: Scalable Model Portfolios
36:32
Beyond 60/40 Ep. 46: Blue Owl on Private Credit Resilience
Beyond 60/40 Ep. 46: Blue Owl on Private Credit Resilience

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