Episodi

  • Brokers vs. Fiduciaries

    Brokers vs. Fiduciaries
    Jun 11 2026
    Most investors only discover how advice is really structured after markets get difficult. This episode explores the critical difference between “suitable” financial advice and advice delivered under a fiduciary standard—and why that distinction matters more than most investors realize. Using lessons from the Panic of 1907, the 2008 financial crisis, and Charlie Munger’s famous insight on incentives, the conversation unpacks how compensation, conflicts, and structural design quietly shape financial outcomes. The episode challenges investors, entrepreneurs, and affluent families to move beyond surface-level trust and ask sharper questions about alignment, accountability, and stewardship before market turbulence exposes weaknesses. • Suitability asks whether an investment can fit a client; fiduciary advice asks whether it should be recommended in the client’s best interest. • Incentives, compensation structures, and conflicts influence financial outcomes more than most investors recognize. • Serious investors should evaluate the structure behind advice—not just whether they personally like or trust the advisor.
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    10 min
  • The Diversification Illusion

    The Diversification Illusion
    Jun 4 2026
    Most investors think diversification means owning different things. Episode 6 explains why true diversification is about how assets behave under stress—and why markets repeatedly expose the difference. This episode explores the illusion of diversification through major market events like 1987, 2008, 2020, and 2022. It breaks down how portfolios that appear balanced in calm markets can become highly correlated during periods of stress, liquidity shortages, or inflation shocks. The conversation also highlights the importance of understanding underlying exposures, hidden risks, and broader balance-sheet diversification rather than relying on labels or position counts alone. • Diversification is not about owning many assets—it is about owning assets that respond differently under changing market conditions. • Major market crises reveal hidden correlations, especially when liquidity disappears or investor confidence breaks down. • Serious investors focus on stress-testing assumptions, liquidity needs, and total balance-sheet exposure instead of relying on labels or surface-level diversification. This episode and its supporting materials were produced with the assistance of AI technology. All final content is curated and approved by the Stray from the Herd Show
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    11 min
  • Volatility Is the Price of Opportunity

    Volatility Is the Price of Opportunity
    May 28 2026
    Volatility feels like danger, but it’s often where opportunity is born. This episode reframes market volatility from something to fear into something essential for long-term returns. It explains how emotional reactions, driven by instinct and amplified by media, often lead investors to make costly decisions, especially during downturns. By understanding that discomfort is the price of higher returns and that markets are driven by human behavior, investors can better prepare, stay rational, and position themselves to take advantage of opportunities when others panic. • Volatility isn’t a flaw, it’s the mechanism that creates opportunity and higher returns • Emotional, instinct-driven decisions during downturns often destroy long-term performance • Successful investing depends more on managing behavior than predicting markets
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    8 min
  • The Passive Investing Paradox

    The Passive Investing Paradox
    May 21 2026
    For decades, investors tried to beat the market. Today, the advice is simple: just buy the index. But what happens when everyone does? In this episode, we explore the rise of passive investing, the dominance of index funds, and the hidden effects of massive capital flowing into the same strategy. As fewer investors actively set prices, new market distortions—and opportunities—may be emerging. Passive investing works. But its success may be changing the market in ways most investors don’t see. Connect with ClareMarket: https://claremarket.com AI Disclosure: This episode and its supporting materials were produced with the assistance of AI technology. All final content is curated and approved by the Stray from the Herd Show team.
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    8 min
  • Markets Don’t Fear War. They Fear Uncertainty

    Markets Don’t Fear War. They Fear Uncertainty
    May 14 2026
    Markets don’t panic because of war, they panic because they don’t know what happens next. This episode breaks down how markets actually respond to geopolitical tension, showing that the real driver of volatility isn’t conflict itself but uncertainty. While headlines trigger emotional reactions and short-term selloffs, history shows markets quickly adapt, reprice risk, and recover as clarity improves. By shifting focus from fear-driven reactions to understanding uncertainty, investors can better navigate volatility and avoid costly emotional decisions. • Markets react more to uncertainty than to the event itself • Initial selloffs are often emotional, not analytical • Clarity, not resolution, is what allows markets to stabilize and move forward Connect with ClareMarket: https://claremarket.com AI Disclosure: This episode and its supporting materials were produced with the assistance of AI technology. All final content is curated and approved by the Stray from the Herd Show team.
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    8 min
  • The AI Boom: Bubble or Transformation?

    The AI Boom: Bubble or Transformation?
    May 7 2026
    Artificial intelligence is driving massive market excitement, but history suggests that when narratives become this powerful, investors may be underestimating the risks. Artificial intelligence is likely to transform industries and reshape the global economy, but markets often overprice that potential in the short term. The episode explores how herd psychology, historical parallels like the dot-com and railroad booms, and the tendency to overestimate early winners can lead to mispriced assets. The key insight: technological revolutions are real, but investor expectations and valuations often run ahead of reality. Connect with ClareMarket: https://claremarket.com AI Disclosure: This episode and its supporting materials were produced with the assistance of AI technology. All final content is curated and approved by the Stray from the Herd Show team.
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    9 min
  • Why the Crowd Is Usually Wrong

    Why the Crowd Is Usually Wrong
    May 7 2026
    The most dangerous ideas in investing are the ones everyone agrees on. Amy Ingram, host of Stray From The Herd with Clare Market Investments, explores how herd behavior and consensus thinking shape market outcomes—and often create hidden risks for investors. She breaks down why markets price in expectations ahead of reality, how widely accepted narratives can make markets fragile, and where contrarian thinking uncovers opportunity. Using examples like the dot-com bubble, the housing crisis, and recent AI enthusiasm, this episode highlights a core principle: when everyone believes the same story, the real risk isn’t disagreement—it’s surprise. Investors who question consensus, rather than follow it, are better positioned to navigate uncertainty and find long-term opportunities. Connect with ClareMarket: https://claremarket.com AI Disclosure: This episode and its supporting materials were produced with the assistance of AI technology. All final content is curated and approved by the Stray from the Herd Show team.
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    7 min
  • Stray From The Herd: Contrarian Thinking for Intelligent Investors — by Clare Market Investments

    Stray From The Herd: Contrarian Thinking for Intelligent Investors — by Clare Market Investments
    Mar 31 2026
    Stray From the Herd is a weekly podcast for professionals, entrepreneurs, and families who want a smarter, more disciplined approach to building wealth. Hosted by Amy Ingram, the show offers calm, independent insights on investing, tax strategy, and long-term planning—designed to cut through the noise and challenge conventional thinking. Each episode explores investment and wealth-planning decisions through a contrarian lens—questioning conventional wisdom and focusing on what really matters over the long term. The goal isn’t to chase markets or headlines, but to help listeners make confident, informed decisions aligned with their values and future goals. Subscribe to join investors who value clarity over consensus and outcomes over trends.
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    1 min