Ask Avidian

SpaceX IPO: Looking Ahead to What’s Next After the Day 2 Surge

Two days after its historic IPO, SpaceX is trading well above $160 per share, with a valuation exceeding $2 trillion. In this quick Ask Avidian update, Jake Borbidge brea

Record Highs in a Chaotic World: Iran Ceasefire, Oil Spikes, AI Cybersecurity Threats & More

In this episode of Ask Avidian, Chief Investment Officer Jake Borbidge of Avidian Wealth Solutions delivers a timely market update as major indexes hit all-time highs des

Oil at $100+, Fed Stays Put: Navigating Iran Conflict & Private Credit Pressures

In this episode, Jake breaks down the escalating geopolitical risks in the Middle East, including Iran's recent missile strikes on Qatar's Ras Laffan LNG facili

Private Client Report Insights, SaaS-pocalypse, and Middle East Conflict Impacts

In this episode of the Ask Avidian podcast, Jake Borbidge (Chief Investment Officer) and Andrei Costas (Portfolio Manager) share key insights from Avidian's Private

Navigating 2026's Market Mayhem

In this episode of Ask Avidian, Chief Investment Officer Jake Borbidge unpacks early 2026 market turbulence, covering: President Trump's nomination of Kevin Warsh a

Unpacking a $400M Insurance Scheme: Real-World Finance Lessons from LANDMAN

Join Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning at Avidian Wealth Solutions, as they dissect a

Private Equity Invades College Sports, Fed Rate Cuts, and Critical Year-End Tax Moves

In this timely end-of-year episode, CIO Jake Borbidge and Head of Financial Planning Robert Palmer discuss the landmark deal where a private equity firm invested $500 mil

Bill Audits, Shutdowns, and Santa Rallies

On this episode of Ask Avidian, the guys cover practical personal finance steps—from auditing expenses to using modern family office tools—to streamline cash flow and sim

Logan Henderson from Gridline

In this episode of Ask Avidian, Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, hosts Logan Henderson, CEO of Gridline, for an in-depth discussion on

Decoding Fed Moves and Exploring Wealth Strategies

In this episode of the Ask Avidian podcast, Robert Palmer, Director of Financial Planning, and Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, dive i

AI, Taylor Swift, and Government Investments: Unpacking Today’s Economic Trends

In this episode of the Ask Avidian podcast, hosts Robert Palmer and Jake Borbidge dive into the latest economic and tech trends shaping the world. From the surprising eff

Powerball Pitfalls, Private Markets, and NFL Billions

On this episode of Ask Avidian:  What are the risks of hitting the $1.7 billion Powerball jackpot? How big players like Goldman Sachs and T. Rowe Price are making privat

Navigating Risks and Opportunities: The Avidian Mid-Year Outlook

Chief Investment Officer Jake Borbidge and portfolio manager Andrei Costas revisit Avidian’s January predictions—what played out, what didn’t, and the forces shaping the

One Big Beautiful Podcast

In this episode of Ask Avidian, hosts Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss using AI tools like Grok in the

Cheeseburger in Tax Paradise? Wealth Strategies for the Elite

In this episode of the Ask Avidian podcast, Jake Borbidge, Avidian Wealth Solutions’ CIO, and Robert Palmer, Avidian’s Director of Financial Planning, deliver essential i

Market Rebound Insights: Buffett’s Transition, Tariff Updates, and 401(k) Opportunities

This week, Jake and Robert explore the recent global market rally, driven by a U.S.-China S&P streak. They also discuss the trade truce, Warren Buffett’s unexpected Berks

Navigating Market Volatility: Smart Investing Strategies for Uncertain Times

In this episode of the Ask Avidian Podcast, host Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss the recent market vol

Trade Wars or Tough Talk? Trump 2.0 Cracks a Window to Stagflation

New US tariffs have shaken global markets, but is there a silver lining? Join Jake Borbidge and Robert Palmer for a deep dive into the strategy behind the headlines. Lear

Money, Taxes, and Loopholes: Breaking Down Government Spending, Estate Taxes, and Carried Interest

In this episode of Ask Avidian, Jake Borbidge, and Robert Palmer dive into key financial and economic topics that directly impact high-net-worth individuals. They explore

AI Shakeups, Market Wake-Ups, and the Tariff Tightrope

In this episode, Jake Borbidge and Robert Palmer dive into the latest market-moving headlines, from the unexpected impact of AI breakthroughs on Nvidia’s stock to the hig