In this Money Life episode, River Wealth Advisors’ CEO and CIO Ed O’Gorman warns investors that the market’s current concentration of a few mega‑caps inflates perceived risk for passive S&P 500 investors and urges a calm, strategic assessment of portfolio adjustments. The show also spotlights the Capital Group Dividend Value ETF (CGDV) as a high‑quality, actively managed alternative to traditional large‑cap value funds, and discusses Bob Powell’s retirement reality‑check tool, which suggests retirees can safely reduce spending by 1‑2% annually, easing financial pressure. Throughout, the hosts emphasize the importance of active management, cost‑effective ETFs, and realistic retirement spending expectations.

In this episode, Tobias Carlisle and Jake Taylor interview Jonathan Tepper, founder of Previt Capital and author of *The Myth of Capitalism*. Tepper explains his investment approach—buying high‑quality, dominant companies at a discount to intrinsic value—and illustrates it with the...

The Security Analysis Podcast’s Feb 14, 2026 episode reviews Mark Mahaney’s book *Nothing But Net*, which distills ten timeless stock‑picking lessons from a veteran tech analyst. Mahaney, an early internet‑era analyst, survived both the dot‑com bubble and the 2008 financial crisis while...