app01 Mon, 05 Oct 2026 13:20:39 +0000 Fireside (https://fireside.fm) The Scholar Wealth Podcast - Episodes Tagged with “Scholar Big Picture” https://sfa-podcast.fireside.fm/tags/scholar%20big%20picture Mon, 05 Oct 2026 05:00:00 -0400 The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. en-us episodic Complex Wealth Questions. Expert Answers. Scholar Financial Advising, LLC The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. no finance, investing, high-income, tax strategy, personal finance, wealth management podcast, high net worth financial planning, fiduciary financial advice, physician finance podcast, estate planning podcast, investment strategy podcast, tax planning podcast, business exit strategy podcast, financial planning for high net worth families, podcast for physicians with equity compensation, tax strategies for entrepreneurs selling a business, multigenerational wealth planning podcast, personal finance stories high net worth, fiduciary advisors podcast, deferred compensation planning podcast, portfolio rebalancing advice podcast, high net worth investing, ultra high net worth wealth strategies, gifting and legacy planning, private equity and alternative investments, liquidity event financial planning, trust and estate strategies, financial independence for entrepreneurs, expert interviews on wealth management Scholar Financial Advising, LLC stephan@scholarfinancialadvising.com Episode 77: The Fed Cut and the Bond Market, Physical Gold as Risk Management, and the Commercial Real Estate Refinancing Wall https://sfa-podcast.fireside.fm/77 eb60412e-f064-483b-b850-a0f6c82ed3b6 Mon, 05 Oct 2026 05:00:00 -0400 Scholar Financial Advising, LLC full Scholar Financial Advising, LLC Our quarterly Scholar Big Picture with Dr. Deon Strickland runs the full episode. Deon and Stephan cover the Fed's recent cut and how Kevin Warsh has positioned the bond market, whether long bonds start to make sense at higher yields, the fiscal math behind six percent deficits, a real shift in Deon's thinking on physical gold as risk management, the commercial real estate refinancing wall, and the tokenization of securities as the silver lining worth watching. 38:33 no <p>Our quarterly Scholar Big Picture conversation runs the full episode. Dr. Deon Strickland, financial advisor at Scholar Financial Advising, in-house economist, and finance professor at Wake Forest University, joins Stephan to work through the Fed's latest cut, what Kevin Warsh's positioning has signaled to the bond market, and why the 10-year Treasury is behaving the way it is heading into year-end.</p> <p>Deon and Stephan then get into the question of whether long-duration bonds start making sense if yields climb further, the fiscal reality behind six percent deficits, and why the answer is not more tax cuts but the version of delayed gratification nobody wants to name. They also work through a genuine shift in Deon's thinking on gold, from zero-yield skepticism to a small physical allocation as protection against personal and market disruption.</p> <p>The conversation closes on the commercial real estate refinancing wall that has stopped being a headline but has not gone away, and the silver lining Deon is watching: tokenized securities, 24-hour trading, and what it could mean for global price discovery.</p> <p>Stay in touch beyond the podcast:</p> <p>Newsletter: <a href="https://scholarfinancialadvising.com/newsletter" rel="nofollow noopener">https://scholarfinancialadvising.com/newsletter</a><br> Start your planning journey: <a href="https://scholarfinancialadvising.com/welcome" rel="nofollow noopener">https://scholarfinancialadvising.com/welcome</a><br> Submit a question for the show: <a href="https://scholarfinancialadvising.com/podcast" rel="nofollow noopener">https://scholarfinancialadvising.com/podcast</a></p> <p>Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening!</p> Scholar Wealth Podcast, Scholar Big Picture, Deon Strickland, Stephan Shipe, Federal Reserve rate cut, Kevin Warsh, bond market, 10-year Treasury, long duration bonds, fiscal deficit, federal deficit, delayed gratification, austerity, physical gold, gold in portfolio, gold as risk management, gold allocation, commercial real estate, CRE refinancing, cap rates, ZIRP era, zero interest rate policy, tokenization, tokenized securities, tokenized stocks, 24 hour trading, price discovery, inflation expectations, portfolio strategy, market commentary, quarterly economic outlook, wealth management, financial planning, high net worth investing Our quarterly Scholar Big Picture conversation runs the full episode. Dr. Deon Strickland, financial advisor at Scholar Financial Advising, in-house economist, and finance professor at Wake Forest University, joins Stephan to work through the Fed's latest cut, what Kevin Warsh's positioning has signaled to the bond market, and why the 10-year Treasury is behaving the way it is heading into year-end.

Deon and Stephan then get into the question of whether long-duration bonds start making sense if yields climb further, the fiscal reality behind six percent deficits, and why the answer is not more tax cuts but the version of delayed gratification nobody wants to name. They also work through a genuine shift in Deon's thinking on gold, from zero-yield skepticism to a small physical allocation as protection against personal and market disruption.

The conversation closes on the commercial real estate refinancing wall that has stopped being a headline but has not gone away, and the silver lining Deon is watching: tokenized securities, 24-hour trading, and what it could mean for global price discovery.

Stay in touch beyond the podcast:

Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening!

]]> Our quarterly Scholar Big Picture conversation runs the full episode. Dr. Deon Strickland, financial advisor at Scholar Financial Advising, in-house economist, and finance professor at Wake Forest University, joins Stephan to work through the Fed's latest cut, what Kevin Warsh's positioning has signaled to the bond market, and why the 10-year Treasury is behaving the way it is heading into year-end.

Deon and Stephan then get into the question of whether long-duration bonds start making sense if yields climb further, the fiscal reality behind six percent deficits, and why the answer is not more tax cuts but the version of delayed gratification nobody wants to name. They also work through a genuine shift in Deon's thinking on gold, from zero-yield skepticism to a small physical allocation as protection against personal and market disruption.

The conversation closes on the commercial real estate refinancing wall that has stopped being a headline but has not gone away, and the silver lining Deon is watching: tokenized securities, 24-hour trading, and what it could mean for global price discovery.

Stay in touch beyond the podcast:

Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening!

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