• Can AI Beat the Market & What Does It Mean to Strikeout? | AWM Insights #215
    Aug 25 2025

    Join hosts Justin Dyer and Mena Hanna as they tackle two of the most pressing questions on the minds of today’s investors: Can AI truly beat the market, and what does it really mean to strikeout on an investment? Drawing on real market data and experience guiding athlete families, they break down persistent myths around algorithmic trading and market efficiency, then redefine what success—and failure—should look like in your portfolio. Whether you’re curious about the power of AI or looking to sharpen your long-term strategy, this episode delivers expert perspectives and practical wisdom to help you play the wealth management game for lasting results.

    Connect with us

    • Website: https://www.athletefamilyoffice.com/
    • Instagram: https://www.instagram.com/awmcapital/
    • LinkedIn: https://www.linkedin.com/company/awmcapital/
    • X: https://twitter.com/awmcapital
    • Facebook: https://www.facebook.com/awmcapital/


    Chapters

    (00:00) Addressing client questions in wealth management
    (00:49) Can AI trading outperform the market
    (02:45) How market efficiency shapes returns
    (06:00) The reality of seeking market inefficiencies
    (07:52) Defining striking out in investing
    (09:00) Managing risk through diversification and discipline
    (11:12) Importance of compounding and consistent strategy

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    13 mins
  • Want to Be Wealthy? Don't Chase Investment Fads | AWM Insights #214
    Aug 19 2025

    In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna take you inside the world of financial fads, from the dot-com bubble to the latest meme stocks and cryptocurrencies. Together, they break down why hype-driven trends can be so tempting—and so costly—for investors seeking long-term, multi-generational wealth. Discover practical strategies to separate substance from speculation and learn a proven framework for evaluating new opportunities in today's attention economy. If you're serious about preserving and growing your family's wealth, this episode delivers the key insights to help you play the stay-wealthy game with discipline and confidence.

    Connect with us

    • Website: https://www.athletefamilyoffice.com/
    • Instagram: https://www.instagram.com/awmcapital/
    • LinkedIn: https://www.linkedin.com/company/awmcapital/
    • X: https://twitter.com/awmcapital
    • Facebook: https://www.facebook.com/awmcapital/


    Chapter Outline
    (00:00) Understanding financial fads and short-term hype
    (01:41) Historical examples of investment fads
    (05:34) Emotional triggers and herd mentality
    (08:59) Why investment fads ultimately fail
    (12:54) Framework for analyzing new investment opportunities
    (16:29) Importance of ethics and diligence in investing
    (17:33) Playing the stay wealthy game

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    18 mins
  • Pro Answers to Your Investment Questions | AWM Insights #213
    Aug 11 2025

    Step into this week's episode as Brandon Averill, AWM CEO, takes the host chair and teams up with AWM portfolio manager, Mena Hanna, for a fast-paced session answering clients’ most pressing investing questions. Together, they unpack the realities of S&P 500 exposure, the long-term power of global diversification, and why compounding outpaces gold and real estate over time. The conversation also covers interest rates, currency moves, and the impact of tariffs, giving listeners actionable insights with a dash of humor and candor. Whether you’re working to build generational wealth or simply want a clearer financial playbook, this episode delivers practical wisdom you won’t want to miss.

    Connect with us

    • Website: https://www.athletefamilyoffice.com/
    • Instagram: https://www.instagram.com/awmcapital/
    • LinkedIn: https://www.linkedin.com/company/awmcapital/
    • X: https://twitter.com/awmcapital
    • Facebook: https://www.facebook.com/awmcapital/

    Chapter Outline
    (00:00) Rapid fire investing questions
    (01:15) S&P 500 in client portfolios
    (03:21) Stock market versus gold and real estate
    (06:43) Interest rates and portfolio impact
    (10:25) The case for global diversification
    (12:59) Tariffs, news, and long-term thinking
    (14:35) Client engagement and setting the agenda

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    15 mins
  • When IPOs Soar and Speculation Strikes | AWM Insights #212
    Aug 1 2025

    In this episode of AWM Insights, Justin Dyer and Mena Hanna trade rapid-fire takes on the week’s headlines—from the astonishing surge of Figma’s IPO to the risks and realities of market speculation. They break down what every athlete and investor should know about protecting wealth in short earning windows, demystify crypto, and tackle common market myths with seasoned perspective. Whether you’re curious about the latest trends or looking for playbook-driven advice to grow your legacy, this discussion offers practical wisdom and timely insights for navigating today’s financial landscape. Tune in for expert opinions, relatable stories, and a fresh take on owning your wealth.

    Connect with us

    • Website: https://www.athletefamilyoffice.com/
    • Instagram: https://www.instagram.com/awmcapital/
    • LinkedIn: https://www.linkedin.com/company/awmcapital/
    • X: https://twitter.com/awmcapital
    • Facebook: https://www.facebook.com/awmcapital/


    Chapter Outline
    (00:00) Rapid-fire market Q&A format
    (00:45) Surging IPO market activity
    (01:39) Athletes and financial discipline
    (03:26) Decoding crypto in plain language
    (04:52) Investment myths and realities
    (06:51) Interpreting surprising economic data
    (08:11) Staying disciplined amid market hype
    (09:38) Nuanced stance on crypto assets
    (10:55) Opinion versus emotional reaction

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    12 mins
  • Smart investing strategies in turbulent crypto markets | AWM Insights #211
    Jul 28 2025

    In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the current state of crypto, separating substance from speculation while navigating the recent resurgence in the digital asset space. Together, they discuss the real opportunities and pitfalls, from the cyclical booms and busts to new industry risks—including evolving security threats and quantum computing. With practical stories and the seasoned perspective of investment professionals, you’ll gain a framework for distinguishing short-term hype from long-term value in crypto and Web3. Whether you’re crypto-curious or managing multi-generational wealth, this conversation sheds light on how to think strategically about digital assets in today’s ever-shifting landscape.


    Chapter Outline

    (00:00) Crypto returns to the spotlight
    The conversation opens with the renewed attention on crypto markets, driven by recent headlines and the cyclical nature of the asset class. The hosts set the stage for a broad, nuanced discussion rather than focusing on any specific coin, explaining that crypto has re-entered mainstream conversations amid rising prices and speculation.

    (01:45) Market cycles and volatility
    The discussion highlights crypto’s history of dramatic booms and busts, referencing previous “crypto winters” and emphasizing the extreme volatility inherent in these markets. The hosts caution listeners to keep the risks in mind and not get swept up by hype, pointing out how many projects have collapsed and how holding through drawdowns requires strong discipline.

    (03:40) Legislation and speculative mania
    This segment covers the two key trends fueling current market dynamics: pro-crypto legislation in the US and India (notably with stablecoins) and a broader resurgence in speculative behavior. The hosts note both legitimate developments and meme-driven hype, describing how certain areas like stablecoins represent valid use cases amid a sea of speculation.

    (06:30) Security risks and quantum threats
    Attention turns to the heightened risk of hacks as crypto values soar, underscoring how loss of digital assets, whether from inadequate storage or potential technical advances like quantum computing, remains a significant but often underappreciated risk compared to holding traditional securities.

    (07:25) Picks and shovels investment approach
    The hosts describe their preferred approach: investing in infrastructure and ancillary businesses that support crypto activity, such as real estate for mining operations and companies producing critical hardware like Nvidia, rather than directly speculating on coins. This strategy emphasizes backing companies with tangible utility in the ecosystem.

    (10:00) Focus on value creation versus speculation
    Rounding out the discussion, the hosts stress the importance of investing where fundamental value is created—such as blockchain applications and private companies enabling tokenization—rather than chasing speculative trades in tokens without clear utility. They draw parallels to gold and emphasize the difference between long-term disciplined investing and short-term speculation, reiterating their commitment to long-term value and prudence in the face of crypto cycles.

    Keywords: crypto, crypto cycles, digital assets, speculation, investment strategy, generational wealth, Web3, stablecoins, blockchain, security risks, quantum computing, private markets

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    14 mins
  • Wealth Playbook for Newly Drafted Pros | AWM Insights #210
    Jul 18 2025

    In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna turn their attention to newly minted professional athletes stepping onto the big stage. Drawing on fresh examples from the MLB draft and insights inspired by Warren Buffett, they share practical, data-driven advice on building lasting wealth, tuning out financial noise, and setting purposeful intentions for both money and legacy. The conversation delivers clear pillars for financial discipline and resilience, making this episode a must-listen for anyone serious about securing their future—on and off the field.


    Chapter Outline

    (00:03) The journey begins for new professional athletes
    The discussion opens by congratulating newly drafted professional athletes and acknowledging the rare accomplishment of reaching the professional level. The hosts pivot to address the wealth management challenges and opportunities that come with this transition, promising tangible advice rooted in more than clichés.


    (01:43) Building multi-generational wealth through discipline

    The conversation turns to the financial potential available to athletes at the start of their careers, drawing parallels to Warren Buffett’s journey and emphasizing the power of compounding, intentional decisions, and disciplined saving. The hosts highlight that with the right approach, athletes can establish financial foundations that last for generations.


    (03:26) Tuning out noise and focusing on fundamentals

    A data-driven approach is encouraged, warning athletes about distracting financial narratives and consumerist culture. Listeners are urged to ignore hype and short-term market drama and instead work with their advisors to build a robust, diversified financial structure that supports long-term stability.


    (05:31) Setting intention and aligning investments with values

    Athletes are reminded of the importance of clarifying personal priorities and being intentional with their money—whether that’s legacy-building, philanthropy, or supporting family. The hosts stress that clear intention must guide investment choices, and that direction may evolve over time.


    (08:03) Four pillars of enduring financial success

    The discussion crystallizes into four key reminders: maintain discipline both on and off the field, practice unwavering diversification, invest in personal well-being and in building a solid support team, and cultivate resilience to weather economic ups and downs. Establishing purpose and defining a desired legacy anchor these pillars.


    (10:45) Embracing the long game and the basics

    The episode closes with the reminder that wealth building is a marathon, not a sprint—new professionals are just at the start of a long journey. Mastering core principles and returning to data-driven basics are essential for anyone committed to achieving and sustaining long-term wealth.

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    12 mins
  • Building Generational Wealth—Why Tiny Habits Matter Most | AWM Insights #209
    Jul 11 2025

    In this episode of AWM Insights, hosts Justin and Mena explore how simple, steady habits can lay the groundwork for lasting multi-generational wealth. Drawing on investment legends like Warren Buffet and proven lessons from mental performance experts, they discuss why foundational behaviors—from automated savings to family conversations—are more powerful than flashy market moves. Whether you’re building your financial legacy or looking for practical steps to level up your money game, this conversation delivers actionable insights and the motivation to own your wealth with intention. Tune in to discover how the little things, practiced daily, make all the difference for today and tomorrow.


    Chapter Outline

    (00:00) The Power of Tiny Habits
    The episode opens with a focus on how small, consistent habits are the underlying force behind building significant wealth that endures for generations. The hosts discuss parallels between investing, personal development, and the science of habit formation, referencing James Clear’s "Atomic Habits" and proven strategies from top investors.


    (03:00) Long-Term Investment Success Stories

    Using Warren Buffet as an example, the discussion highlights how patient, disciplined investing—rooted in steady habits and a solid foundation—generates outsized results over time. The importance of starting early and compounding simple behaviors is emphasized, especially for young, high-earning clients.


    (05:00) Building Foundations Through Systems

    Automated savings, disciplined investing, staying within a budget, and scheduled family meetings are presented as actionable pillars of a successful wealth strategy. Habitual practices such as gratitude and generosity are framed as key components in fostering a positive wealth mindset and ensuring values are passed down.


    (07:00) Ownership and Collaborative Stewardship

    Listeners are encouraged to take an active role in their financial journey, owning their outcomes while leveraging expert guidance. The conversation underscores that while technical advisors set the framework, true wealth creation depends on daily discipline and responsible choices within the family dynamic.


    (09:00) Daily Practice and Values Alignment

    The episode closes with a call to integrate foundational habits and value-driven thinking into everyday routines. The hosts urge listeners to consistently practice these principles, blending human and financial capital management, in order to sustain a thriving family legacy across generations.


    Keywords:
    generational wealth, wealth habits, financial legacy, investment strategies, family office, multi-generational planning, automated savings, financial discipline

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    11 mins
  • International Markets Surge: Lessons in Diversification and Discipline | AWM Insights #208
    Jul 7 2025

    In this episode of AWM Insights, Justin and Mena break down the surprising twists of Q2, reflecting on how international and emerging markets have outpaced the US, and what that means for portfolio performance. With practical stories and real data, they explore the impact of currency shifts, the dangers of emotional investing, and the high cost of sitting in cash during turbulent times. Whether you’re a seasoned investor or just leveling up your wealth game, this conversation delivers timely perspectives and clear, actionable advice to help you keep your long-term strategy on track. Tune in for a candid assessment of the market’s latest moves—and the discipline it takes to win beyond the headlines.


    Chapter Outline

    (00:00) Reflecting on Q2 Market Highlights
    Justin and Mena open with a candid review of the second quarter, noting its positive momentum compared to the first quarter, and introducing major events like the April tariff-driven “Liberation Day” selloff. They frame this as a pivotal period for reassessing and setting expectations for the rest of the year.


    (01:45) Global Diversification Pays Off

    Mena highlights how international developed and emerging markets outperformed the US, thanks in part to a weaker dollar. This surge illustrates the importance of robust global diversification, which has delivered significant returns for those not overly concentrated in US markets.


    (04:00) Currency Dynamics and Investment Impact

    The team explores the relationship between currency movement and portfolio returns, explaining how a depreciating US dollar has bolstered overseas investments and provided an extra lift for investors diversified beyond the US.


    (05:00) Discipline Over Emotion During Volatility

    Justin and Mena stress sticking to a disciplined, long-term plan rather than reacting to market swings or headline news. They discuss the pitfalls of timing markets based on emotions or political events, emphasizing data-driven decision-making to avoid costly mistakes.


    (07:30) Dangers of Staying in Cash

    They warn against moving assets into cash during uncertain times, citing real examples where such moves not only miss market rebounds but also lose purchasing power to inflation. The conversation points out the compounding harm this can cause to long-term wealth.


    (09:00) Long-Term Focus and Human-Centered Strategy

    The episode closes with a reminder that investing is fundamentally about supporting life goals and family priorities—not beating short-term trends. Justin and Mena urge listeners to maintain a long-term perspective, applying these core principles even as uncertainty remains in the broader economy.


    Keywords:
    international markets, emerging markets, Q2 market review, global diversification, wealth strategy, discipline in investing, market volatility, cash risks, currency impact, AWM Insights

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    13 mins