Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)

What happens when public markets no longer provide the diversification they once promised? In this episode, Robert Curtiss, CFP®, is joined by Tony Davidow, Senior Alternatives Investment Strategist at the Franklin Templeton Institute, to explore the tectonic shifts transforming private markets. Tony shares insights from decades of experience working with institutional capital, family offices, and … Read More Read More

It’s the dog days of summer, but the market hasn’t gone to sleep. Robert Curtiss welcomes back frequent guest Miles Clark from Dorsey Wright for a timely conversation on where we are and where we might be headed.  From all-time market highs to yellow-flag participation levels, this episode dives into the realities behind performance, volatility, … Read More Read More

Markets have been anything but predictable in 2025, yet resilience continues to surprise investors.  In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next. With deep insights drawn from Peter’s team-wide strategy review, … Read More Read More

A power shift is underway. And it is not just political or technological.  In this episode of The Millionaire Next Door, host Robert Curtiss sits down with Michael Underhill, Chief Investment Officer at Capital Innovations, to explore the seismic transformation in infrastructure and energy investing. With humor, historical context, and deep industry insight, Michael compares … Read More Read More

In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm.  But what if this volatile environment is actually full of opportunity? In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. … Read More Read More

With public markets still shaky despite recent rebounds, many investors are looking for more stability, without sacrificing returns.  In this timely episode, Robert Curtiss sits down with Mark Gatto, co-founder and co-CEO of CION Investments, to unpack how private credit and infrastructure investing can offer stable, reliable alternatives for individual investors. They discuss the growing … Read More Read More

It’s not if you’ll face identity theft, it’s when.  In this powerful episode, Robert Curtiss sits down with seasoned trial attorney Robert Brennan, an experienced professional in identity theft cases, to unpack the alarming realities of this modern-day crime. From fraud rings targeting disaster victims to the surprising statistic that nearly every American’s data is … Read More Read More

What do market recoveries, pilot training, and emotional discipline have in common?  In volatile times, they all remind us that trusting your instruments and your process can make all the difference. In this quarterly market check-in, host Robert Curtiss, CFP®, welcomes back recurring guest Miles Clark of Dorsey Wright to unpack what’s happening beneath the … Read More Read More

Where is the economy headed amidst all this uncertainty?  Well, who better to ask than a Senior Economist! Robert Curtiss sits down with Strider Elass, a Senior Economist from First Trust, to navigate the financial landscape we’re seeing so far in 2025. They discuss the implications of recent policy decisions, historic market volatility, and what … Read More Read More

In a world filled with financial noise, how do you know which signals actually matter?  Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch.  They unravel years of insights on keeping your financial journey on track. Delving into tales from the … Read More Read More