Ownership Perspectives

About Ownership Perspectives

Stocks, News, and Principles of Intentional Ownership Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor. Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such.

Publisher

Eric L. Dunavant, Kristina Schuler, Drew Brown, Carson Rich

Category

business

Language

en

Explicit

No

First episode

24 Jun 2025

Latest episode

17 Nov 2025

Latest episodes

17 episodes in the feed.

1. 

   17 Nov 2025

   The American Dream Is Getting Harder. Real Estate Tells Us Why.

   Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See The Performance Of Our Portfolio → https://linktr.ee/bistrobook ✅ Download the Rich Report, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport The mainstream media says real estate is crashing. But behind the noise? A massive wealth migration is unfolding — and only a few are paying attention. In this episode of The War Room, Intentional Ownership’s investment team sits down with guest investor Johnathan Sparks to discuss key forces reshaping today’s real estate landscape. Here’s What We Discuss: How AI-powered data centers are influencing U.S. economic development Why multifamily rents have cooled in major markets — and what history suggests may follow The demographic and migration trends behind Sunbelt growth Whether we’re heading for a housing shortage or a housing reset Trends emerging in lesser-known real estate sectors How Opportunity Zone updates could shape future tax policy Capital and population flows into Texas, Tennessee, and Arizona How investors think about infrastructure exposure beyond direct ownership Paradiem, LLC dba Intentional Ownership, is a Registered Investment Advisor. This content is for informational purposes only and does not constitute investment advice or a guarantee of results. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. 🕒 Timestamps 0:00 - Real Estate with Jonathan Sparks 0:40 - Quick Disclaimer 1:20 - AI’s Role in Real Estate 2:10 - Fear vs. Opportunity 3:00 - Interest Rates Breakdown 4:00 - 80 Years of Rate Trends 5:50 - Sunbelt Migration Surge 7:00 - Oversupply Myth 8:00 - AI and the Next Phase of Economic Expansion? 9:30 - Stocks vs. Real Estate 11:00 - AI's Construction Wave 12:40 - Inside Data Centers 14:00 - Why the Sunbelt Wins 15:30 - Power-Ready Land Plays 17:00 - Utility Sector Growth and Energy Demand 18:00 - AI Saving Office Space? 19:30 - Class A, B, C Explained 21:00 - Office Underdog Plays 22:00 - Rental Market Reality 23:30 - Built in the Wrong Places 24:40 - Will You Ever Own a Home? 26:00 - Rise of the Renter Class 27:30 - Condo Life: The Future? 28:10 - Why U.S. Rates Lag 30:10 - AI vs. Shrinking Population 31:20 - Jobs AI Will Replace 32:30 - Africa: The Next Boom 33:30 - Senior Housing Truth Bomb 35:00 - The Economics of Senior Housing & Memory Care 36:30 - Operator Over Asset 37:50 - Eldest Daughter Effect 38:50 - Where Small Investors Win 40:00 - Retail & Rentals for Starters 41:30 - Single-Family Outlook 42:00 - Opportunity Zones 101 43:50 - New OZ Rules Coming 44:50 - Real Estate That Always Works 46:30 - Final Thoughts 47:10 - Rich Report Plug Tags to Help Others Find This Video: real estate investing 2025, data center development trends, Sunbelt real estate, commercial real estate trends, opportunity zones explained, housing shortage 2025, AI infrastructure real estate, multifamily market trends, real estate outlook 2025, real estate for high net worth, HNWI investment considerations, real estate legacy planning, emerging regional growth trends 2025, real estate market shift, generational wealth real estate, Real estate 2025, Data centers, Housing shortage, Sunbelt migration, Wealth investing, AI infrastructure, Opportunity zones #RealEstate2025 #SunbeltBoom #DataCenterInvesting #GenerationalWealth #OpportunityZones #PassiveIncome #AIandRealEstate #HNWI #WealthMigration

2. 

   13 Nov 2025

   Building a 100-Year Family Legacy: Why Strategy Matters More Than a Single Move

   Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See Our Audited Portfolio Performance → https://linktr.ee/bistrobook ✅ Download “The Rich Report” by Carson Rich, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport ✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi With the markets sending mixed signals and 2026 on the horizon, how are thoughtful families preparing their plans for the next season of opportunity and change? In this episode, our Investment Committee shares a behind-the-scenes look at how we’re thinking about today’s markets — from earnings trends and inflation pressures to the power of intentional rebalancing and values-aligned investing. This discussion is educational in nature and designed to help families think long-term about stewardship, not short-term about speculation. 🔍 In this video, we explore: • How to interpret today’s market data without reacting emotionally • What corporate profits and valuations reveal about investor behavior • Key considerations when reviewing portfolio exposures this quarter • Why housing and wage trends are reshaping long-term planning • The role of proxy voting in aligning investments with values • How high-net-worth families integrate giving into their wealth strategy • Preparing for uncertainty — without panic or prediction Paradiem, LLC dba Intentional Ownership is a Registered Investment Advisor. The information presented is for educational and informational purposes only and should not be considered investment advice or a recommendation of any particular strategy or security. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 🕒 Timestamps: 0:00 - Viewer Warning & Disclaimer 0:30 - Housing Market Cooling? 1:30 - Are Stocks Overpriced? 3:30 - Profit Margins vs. Reality 6:30 - Wages Beating Housing? 9:00 - Who’s Buying Homes Now? 11:00 - Net Worth Hits Record 13:00 - Big Opportunity in Small Homes 15:00 - Fed Just Cut Rates 17:00 - China Trade Drama 18:00 - Who’s Voting Your Shares? 20:00 - AI & Child Safety Risks 22:00 - Cracker Barrel & Puberty Blockers? 24:00 - Why Companies Go Too Far 26:00 - Small Shares, Big Impact 27:00 - Cash, Growth, or Dividends? 30:00 - Bear Market Gameplan 32:00 - Beating the Market 34:00 - What We Bought & Sold 36:00 - One Stock Dropped 50%, Then... 38:00 - Taxes Are Coming 40:00 - Stop Writing Checks! 42:00 - Win Big with Rebalancing 44:00 - How Emotions Kill Gains 46:00 - What’s a Giving Account? 48:00 - Make Giving Easy 49:10 - Wrap-Up Tags to Help Others Find This Video: wealth management 2025, high net worth investing, portfolio rebalance strategy, dividend vs growth investing, conservative investing, family office strategy, estate planning for wealthy families, charitable giving tax strategy, bear market 2025, intentional ownership, proxy voting investing, values-based investing, donor advised fund explained, per diem investing, legacy wealth planning, long-term investment strategy, market insights 2025, investing during economic uncertainty Hashtags: #WealthStrategy #HighNetWorth #PortfolioManagement #LegacyPlanning #DividendInvesting #ValuesBasedInvesting #DonorAdvisedFund #FamilyOffice #MarketUpdate #BearMarketPrep #2025Investing #InvestmentCommittee #PerDiem #IntentionalOwnership #GenerationalWealth

3. 

   16 Oct 2025

   Is This the Top? What a Century of Data Says About 2025 Markets | News Vs. Noise

   Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See The Performance Of Our Portfolio → https://linktr.ee/bistrobook ✅ Download the Rich Report, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport Over the past three years, the S&P 500 has gained roughly 75% – well above its long-term average. For investors managing significant wealth, that raises an important question: What might history tell us about what typically follows periods of strong returns? In this episode of News vs. Noise, you'll get behind-the-scenes insights from experienced advisors who work with high-net-worth families and legacy-focused investors navigating volatile markets. 🧠 Here's What You'll Learn in This Video: What past market surges have meant for future volatility Why some institutional investors are showing caution after strong gains Historical trends following multi-year bull markets Ways investors can stay disciplined if markets turn Why valuation metrics appear stretched in some sectors (including AI & tech) Common pitfalls investors face after periods of strong returns How long-term liquidity planning can help families weather volatility Key priorities for legacy-minded investors amid current uncertainty Whether you're managing a $5M+ portfolio or overseeing a $50M+ family enterprise, this conversation provides perspective for those focused on long-term stewardship and legacy planning. 🕒 Timestamps 0:00 - S&P 500: +20% Per Year?! 0:40 - Quick Disclaimer 1:20 - News or Noise? 2:10 - Can This Growth Last? 3:00 - History Repeats Itself? 4:30 - Fed Moves Matter 6:00 - Are Stocks Overpriced? 7:40 - Is This Another Tech Bubble? 8:20 - "This Time Is Different"? 9:20 - Index vs. Smart Picks 10:20 - Tech Mania Again? 12:00 - Why Bear Markets Are a Healthy Part of Market Cycles 13:30 - What Real Strategy Looks Like 14:30 - How Panic Destroys Wealth 15:40 - FOMO Investing Risks 16:30 - Buffett’s Lesson on Crashes 17:00 - Playing Defense with Cash 17:30 - Are We Doing It Right? 18:30 - Data-Driven Decisions 19:00 - Building a Smarter Playbook 19:50 - Get the Rich Report 20:20 - See You Next Time Paradiem, LLC dba Intentional Ownership (“IOWN”) is a Registered Investment Adviser. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice or a solicitation to buy or sell any security. Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal. Before making any financial decisions, please consult with your financial advisor. #StockMarket2025 #BearMarketPrep #SmartMoneyMoves #WealthStrategy #LegacyPlanning #SP500Analysis #HighNetWorthFamily #Paradiem #NewsVsNoise #InvestmentOutlook

4. 

   15 Oct 2025

   September Rate Cuts: Was The Timing Right? | The War Room

   Subscribe to the Rich Report, our weekly newsletter, curated by Carson Rich, that comes out every Monday: https://resources.intentionalownership.com/richreportThe Fed finally cut rates on September 17th — but what does that mean for jobs, inflation, and the markets? In this week’s War Room, the IOWN Investment Team dives into: the Fed’s timing, unemployment concerns, Nvidia’s $100B AI push, Coinbase’s new lending feature, Palestine’s recognition on the world stage, Apple’s live translation AirPods, and even Walmart drone delivery.This conversation is for educational purposes only. It is not investment advice. Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.⏱️ Timestamps00:00 – Fed cuts rates: why now, and what’s next?02:00 – Rising unemployment and job creation breakeven metrics04:00 – Concerns over stagflation and late Fed action06:00 – Manufacturing, tariffs, and trade policy pressures08:00 – Immigration, unemployment, and economic impacts10:00 – How data can mislead: head fakes vs. real signals13:00 – Mortgage rates: perspective on historical averages16:00 – Nvidia invests $100B in OpenAI + Intel stake18:00 – From chipmaker to AI ecosystem influencer20:00 – Is AI growth another tech bubble?22:00 – Comparing today’s AI boom with 1999’s dot-com era24:00 – Why some investors quietly welcome recessions26:00 – Digital assets: Amex blockchain “passport stamps”28:00 – NFTs, loyalty, and the future of consumer engagement30:00 – Coinbase launches Bitcoin-backed lending & borrowing32:00 – Implications of crypto loans for investors & banks33:00 – Geopolitics: allies recognizing Palestine as a state36:00 – Implications for U.S., Israel, and global alliances37:00 – Good news: Apple AirPods with live translation40:00 – Real-world use cases: tourism, classrooms, business43:00 – Walmart drone delivery: innovation or distraction?45:00 – Wrap-up & The Rich Report invitationInvestment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.The views expressed in this commentary are subject to change based on market and other conditions. References to political figures, parties, or policy debates are provided solely for context on market or economic factors and do not reflect any endorsement or political position by Paradiem. Cryptoassets, including Bitcoin, stablecoins, and tokenized assets, are highly volatile, speculative, and subject to significant regulatory, market, and technological risks. They may not be appropriate for all investors and could result in substantial losses. Any references to cryptoassets are for educational purposes only and should not be construed as a recommendation to buy, sell, or hold any security or digital asset. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.

5. 

   15 Oct 2025

   The Shutdown Just Started: What It Means for Markets and Investors | News Vs. Noise

   Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See The Performance Of Our Portfolio → https://linktr.ee/bistrobook ✅ Download the Rich Report, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport In this episode of News Vs. Noise, our investment team cuts through the headlines to explore the key risks and considerations facing high-net-worth families and business owners during uncertain times. . In this episode, we cover: ➡️ What the shutdown means for small business lending (SBA loans, hiring, growth plans) ➡️ Why estate planning may need urgent review in political instability ➡️ How shutdowns impact investor psychology and market volatility ➡️ Who gets affected (and who doesn’t) — and what this reveals about “essential” vs “non-essential” in wealth management ➡️ How families and businesses are choosing to pause, pivot, or push forward in their financial strategies ➡️ A critical question: Do government disruptions help or hurt legacy builders? If you’re running a growing business, raising kids, or managing generational wealth — this conversation offers practical insights to help you stay focused on what matters most. We simplify the complexity and offer a clear perspective in under 20 minutes. 0:00 - Intro: Government Shutdown on October 1st 0:20 - What a Government Shutdown Means 1:00 - Budget Disagreement and Causes 1:50 - Impact on Markets and S&P 500 Trends 2:50 - Government Shutdowns and Labor Statistics 3:40 - Efficiency: Government vs. Private Sector 4:50 - Political Views on Government Size 6:00 - Real-Life Example: Military Flyover Canceled 7:20 - What Stays Open: Essential Services 8:00 - What Closes: E-Verify, SBA, USDA, Clinical Trials 9:00 - USDA Food Inspections and Loan Delays 10:50 - Real Estate Impact of USDA Shutdown 11:50 - Political Gridlock and Human Impact 13:10 - Broader Economic Effects of Shutdowns 14:20 - Historical Duration of Shutdowns 15:00 - Pay Delays and Financial Pressure on Workers 16:10 - Market vs. Economic Impact 16:40 - Is the Economy Slowing Down? 17:20 - Final Thoughts: Bigger Trend to Watch #GovernmentShutdown #WealthPlanning #EstatePlanning #SmallBusinessStrategy #HighNetWorth #LegacyBuilding #MarketVolatility #SBAloans #TaxStrategy #BusinessGrowth Paradiem, LLC dba Intentional Ownership (“IOWN”) is a Registered Investment Adviser. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice or a solicitation to buy or sell any security. Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal. Before making any financial decisions, please consult with your financial advisor.

6. 

   8 Oct 2025

   Am I Really Not Making Enough? Understanding Inflation | News vs. Noise

   Subscribe to the Rich Report, our weekly newsletter, curated by Carson Rich, that comes out every Monday: https://resources.intentionalownership.com/richreportIf inflation is “down,” why do prices still feel high? In this episode of News vs. Noise, Carson Rich, Eric L. Dunavant, and Matthew Sullivan unpack what inflation really means, why prices don’t always return to previous levels, and how we approach long-term financial planning in an inflationary environment.00:00 – Introduction: Why are things still expensive?01:00 – Defining inflation vs. deflation02:00 – Inflation “slowing” vs. actual price declines03:00 – The Fed’s 2% target and long-term price growth04:00 – Why appreciating assets matter in an inflationary world05:00 – Longevity risk: planning for 30+ years in retirement06:00 – Real-world scenario: $70K today vs. $42K in 20 years07:00 – Inflation as “erosion” and the Great Wealth Heist08:00 – Fiduciary responsibility beyond the short-term view09:00 – Bonds, risk, and incomplete truths about retirement planning10:00 – Dividends vs. bonds: yield vs. long-term growth11:00 – How dividend growth outpaces inflation historically12:00 – Why volatility may be less of a risk than inflation13:00 – The real cost of groceries, milk, and eggs over time14:00 – Thinking generationally: abundance and impact15:00 – Closing thoughts + resourcesInvestment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.The views expressed in this commentary are subject to change based on market and other conditions. References to political figures, parties, or policy debates are provided solely for context on market or economic factors and do not reflect any endorsement or political position by Paradiem. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.

7. 

   1 Oct 2025

   When The Market Drops | News Vs. Noise

   Subscribe to the Rich Report, our weekly newsletter, curated by Carson Rich, that comes out every Monday: https://resources.intentionalownership.com/richreportEvery market drop has a story — but not all of it is worth reacting to. In this episode of News vs. Noise, Carson Rich, Eric L. Dunavant, and Matthew Sullivan discuss market volatility, historical patterns, and what investors should know about the difference between short-term noise and long-term perspective.⏱️ Timestamps00:00 – Introduction: What does it mean to be invested?01:00 – Defining ownership: stocks, indexes, and companies02:00 – Historical expectations: average 10–12% returns and competitive advantages03:00 – Typical market drops: annual averages and bear market cycles04:00 – Volatility and how often 20%+ declines occur05:00 – V-shaped recoveries and speed of bounce-backs07:00 – COVID-19 as an example of market panic and recovery08:00 – Why investors panic and the importance of preparation09:00 – The double decision problem: when to sell AND when to re-enter10:00 – Lessons from 2008–2011: why predictive models fail11:00 – Why zooming out matters: historical chart patterns12:00 – Setting portfolio rules: 5-year liquidity and cash strategies13:00 – Understanding the “rules of the game” in investing14:00 – Valuations, defensive positioning, and market cycles15:00 – Using cash and active strategies in bear markets16:00 – Turning volatility into a long-term ally17:00 – Closing thoughts and The Rich ReportDisclosures:Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership ("IOWN"). Paradiem is a Registered Investment Advisor.Advisory services are only offered to clients or prospective clients where IOWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.The views expressed in this commentary are subject to change based on market and other conditions. All investing involves risk, including the potential loss of principal. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.

8. 

   29 Aug 2025

   Digital Assets Explained: An Honest Conversation on Bitcoin, Blockchain & the Future of Money| The War Room

   🔹 Subscribe to The Rich Report – Our weekly newsletter from Carson Rich, delivered on Mondays: https://resources.kingdomroi.org/richreport 🔹 Learn more about Intentional Ownership – Visit our website to explore our approach to helping families and business owners think intentionally about their wealth and purpose. https://www.intentionalownership.com/ In this episode of The War Room, Eric Dunavant is joined by crypto expert Harrison Richard to break down the rapidly evolving world of digital assets. From Bitcoin's alleged role as "digital gold" despite its volatility and risk profile remaining significant considerations; to institutional adoption, stablecoins, and tokenized real-world assets, we explore what’s truly "news vs noise" in the ongoing developments in blockchain technology. Whether you’re a business owner, investor, or just curious about the future of money, this conversation will give you a look on how we are continuing to learn about the world of digital assets as a whole. ⏱️ Timestamps 00:00 – Welcome & introductions: Why digital assets matter now 02:00 – The evolution of crypto: From niche to global adoption 04:30 – Comparing blockchain to the tech revolution 06:00 – Bitcoin as "schmuck insurance" and portfolio allocation 08:00 – Bitcoin vs. gold: Why institutions are paying attention 12:00 – Explaining Bitcoin & digital assets to first-time learners 16:00 – Why Bitcoin’s rules can’t be changed 18:00 – News vs. Noise: Which blockchains will last? 21:00 – Understanding divisibility & fractional ownership of Bitcoin 23:00 – Ethereum, Solana, and blockchain use cases 26:00 – Blockchain as the "cloud of value" 28:00 – Portfolio construction: conservative vs. speculative plays 32:00 – Institutional adoption & stablecoins 34:30 – Why stablecoins are disrupting banks & payments 37:00 – Real-world asset tokenization & the next financial frontier 39:30 – The role of regulation in blockchain innovation 40:30 – How to stay updated: Rich Report & Kingdom ROI Messenger Disclosures: Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership ("IOWN"). Paradiem is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where IOWN and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. All investing involves risk, including the potential loss of principal. Cryptoassets are highly volatile and speculative, and may not be suitable for all investors. References to political figures, parties, or policy debates are provided solely for context on market or economic factors and do not reflect any endorsement or political position by Paradiem. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Past performance is not a guarantee of future results.

9. 

   27 Aug 2025

   Lessons Learned From Past Rate Cuts | News vs. Noise

   Subscribe to the Rich Report, our weekly newsletter, curated by Carson Rich, that comes out every Monday: https://resources.kingdomroi.org/richreportJerome Powell just hinted at rate cuts in September—but after months of waiting, is it finally news or just more noise? In this episode of News vs Noise, Eric L. Dunavant, Carson Rich, and Matthew Sullivan break down what some analysts interpret from Fed commentary, how it impacts the economy, and why housing and mortgages are at the center of it all.We cover everything from GDP and unemployment, to mortgage pain for young families, to the deeper question of how to think about uncertain financial times without becoming a victim of circumstances.👉 Stay tuned until the end for practical “handlebars” you can use if you’re stuck in today’s high-rate environment.⏱️ Timestamps00:00 – Intro: Is Powell finally ready to cut rates?01:30 – Fed metrics: PCE, labor market, and GDP03:00 – What counts as a recession? (GDP explained)05:30 – Is Powell playing political football with the economy?07:30 – Trump vs Powell: long-running feud08:00 – Bond market insight: why some experts favor cuts09:30 – The real cost of high mortgages on families12:00 – Comparing today’s mortgage rates to history13:30 – Frozen housing market & lack of inventory14:30 – The Fed’s balance sheet problem (and why it matters more than rates)16:00 – PCE, unemployment, and GDP stats for 202417:30 – Housing affordability crisis & mortgage mechanics explained19:30 – Why incremental rate cuts could free up the economy20:30 – Political ego vs real people’s pain22:00 – Advice for first-time homeowners navigating high rates23:00 – Inviting God into your financial decisions24:30 – Building resilience: pain, perseverance, and opportunity26:00 – Closing thoughts: turning struggle into strength27:00 – Subscribe to The Rich Report for weekly insightsDisclaimer:Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.The views expressed in this commentary are subject to change based on market and other conditions. References to political figures, parties, or policy debates are provided solely for context on market or economic factors and do not reflect any endorsement or political position by Paradiem. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.

10. 

    20 Aug 2025

    When The Market Starts To Rhyme | Uncommon Sense

    📩 Subscribe to the Rich Report – Weekly market and economic updates delivered Mondays at 3 PM CT.🎥 Watch The War Room – Biweekly investment committee discussions on the economy and markets.🎙 News vs. Noise – Helping you separate headlines worth acting on from those to ignore.In this August 2025 edition of Ownership Perspectives, Eric L. Dunavant and the Paradiem / Intentional Ownership Investment Team share a deep dive into portfolio updates, market conditions, and strategic positioning. From navigating political neutrality in proxy season to adjusting growth and dividend strategies, we walk you through our point of view as fiduciaries.We cover:Why political neutrality matters for the companies we ownKey shifts in growth, dividend, and hybrid strategiesThe reasoning behind recent buys and sellsHow we’re introducing Bitcoin exposure (cautiously)Strategies for tax efficiency and generosity to avoid portfolio erosionStay informed with the same research and insights guiding our clients.Timestamps:00:00 – Introduction & agenda for August’s Ownership Perspectives01:00 – Think Like an Owner: Political neutrality and proxy season takeaways03:00 – The issue of “de-banking” and why neutrality matters for shareholders06:00 – Public vs. private company standards and business focus08:00 – Shareholder rights, SEC rules, and fair corporate practices09:00 – First Trust’s “Everything is Political” insights10:00 – The Rich Report & War Room resources for clients11:00 – Market outlook: GDP strength vs. valuation concerns13:00 – Price-to-earnings ratios, tech bubble parallels, and valuation risks15:00 – Conservative positioning for future buying opportunities17:00 – Why we exited the growth strategy in 2024 and the new hybrid strategy19:00 – Portfolio allocation between dividend, hybrid, and cash21:00 – Understanding price-to-earnings in context23:00 – Performance comparisons & avoiding FOMO26:00 – Market volatility and the long-game approach27:00 – Key industries we’re watching: digital assets, software, finance, AI, nuclear31:00 – Carson on recent buys and sells: Broadcom, Paychex, Lockheed Martin, Atmos Energy37:00 – Dividend portfolio adjustments for valuation and dividend sustainability38:00 – Introducing Bitcoin via IBIT ETF for aggressive clients41:00 – Digital asset strategy and parallels to past market bubbles43:00 – Avoiding erosion: taxes, inflation, fees, and allocation drift46:00 – Tax efficiency, generosity, and integrating giving strategies50:00 – How we execute tax-loss harvesting and gifting appreciated stock55:00 – Year-end giving strategies for taxable accounts56:00 – Closing remarks & client resource remindersDisclaimer:Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.The views expressed in this commentary are subject to change based on market and other conditions. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.

11. 

    20 Aug 2025

    Digital Asset Retirement | War Room

    🔹 Subscribe to The Rich Report – Our weekly newsletter from Carson Rich, delivered on Mondays:https://resources.kingdomroi.org/richreport🔹 Learn more about Intentional Ownership – Visit our website to explore how we help families and business owners align their wealth with purpose. https://www.intentionalownership.com/Paradiem, LLC dba Intentional Ownership("IOWN'), is a Registered Investment Adviser.This content is for informational and educational purposes only and does not constitute investment advice or a guarantee of results.In this episode of The War Room, Carson Rich, Drew Brown, and Kristina Schuler discuss breaking economic news, market signals, and how we think differently about risk, opportunity, and long-term ownership.We cover Federal Reserve rate cut debates, Trump’s latest executive orders, digital assets inside retirement plans, labor market volatility, tariffs and trade diplomacy, the rise of India in smartphone exports, and breakthroughs in AI-driven medicine.As always, our goal is to cut through the noise, think like an intentional owner, and provide perspective that goes beyond headlines.⏱️ Timestamps00:00 – Introduction & today’s topics00:45 – Fed dissenters signal possible rate cuts ahead03:10 – Housing, labor, tariffs, and why markets are shifting05:20 – Investor sentiment and emotional markets07:00 – Executive order: digital assets now allowed in 401(k)s09:00 – Real estate, private equity, and self-directed IRA comparisons10:15 – Risks and opportunities with crypto in retirement accounts11:00 – The numbers: $12.2 trillion in retirement plans12:30 – Jobs data, low hiring, and Trump fires Labor Statistics Commissioner14:20 – Data revisions, trust issues, and Fed decision-making16:30 – Tariffs as negotiation tactics vs. revenue streams19:00 – Trade talks, Mexico cooperation, and Canada’s fentanyl efforts20:00 – Nvidia & AMD hit with 15% chip tax on China revenue21:00 – India surpasses China in smartphone exports to the U.S.23:00 – Can U.S. manufacturing initiatives move faster?24:00 – AI breakthrough: proteins to fight antibiotic-resistant bacteria26:00 – How AI could reshape pharma and reduce side effects27:00 – Looking ahead: AI adoption in healthcare and investment opportunities28:00 – Wrap-up & subscribe to the Rich Report

12. 

    16 Jul 2025

    Family Values W/ Thea Lowery | Celebrate Relationships

    Most families pass down wealth. The wisest pass down values. Eric L. Dunavant (President & Founder of Paradiem) sits down with Thea Lowery, Chief Relational Strategist, to introduce a new segment of Ownership Perspectives: Celebrate Relationships. In this video, they unpack the real key to generational impact: setting intentional family values. 🟡 Whether your kids are 7 or 37, it’s never too early or too late to start the conversation. You’ll learn: Why unspoken values shape your family more than you realize How to engage kids of any age in the process How one word like “humor” or “uniqueness” can unlock meaningful family stories What to do when values clash across generations (or with in-laws!) Why facilitated family conversations reveal truths that parents alone often miss 💡 Ready to create your own? Request a deck of Family Values Cards in our comments! 📧 Questions for Thea? Reach out at thea@kingdomroi.org ⏱ TIMESTAMPS: 00:00 – Intro: Why Values Matter 01:20 – Passing on Values (Whether You Mean To or Not) 03:15 – Involving Kids of All Ages 04:45 – Reworking Values as Seasons Change 05:30 – Tools: Word List + Card Deck 07:05 – Common Challenges & In-Law Dynamics 08:30 – "We Could Never Do This" (Why That’s Not True) 10:00 – DIY vs. Facilitated Family Conversations 12:30 – Creating Safe Space for Real Dialogue 14:00 – Final Encouragement: Just Start! 👨👩👧👦 Building a family legacy isn’t just about wealth—it’s about wisdom, values, and intentional relationships. Let’s build yours. Paradiem, LLC dba Intentional Ownership("IOWN'), is a Registered Investment Adviser. This content is for informational and educational purposes only and does not constitute investment advice or a guarantee of results. #familylegacy #Paradiem #OwnershipPerspectives #GenerationalWealth #FamilyValues #FaithAndFinance #BiblicalWisdom #FamilyGovernance

13. 

    16 Jul 2025

    Why We're Not Afraid of World War III | News Vs. Noise

    Paradiem, LLC d/b/a Intentional Ownership, is a Registered Investment Advisor. This content is for informational purposes only and does not constitute investment advice or a guarantee of results. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.Welcome to another episode of News vs. Noise with Carson Rich and Eric L. Dunavant.In this episode, we examine headlines about the possibility of World War III—what’s being said, how it’s framed, and how fear-based news can impact investor sentiment.We also share how we stay grounded in long-term thinking through historical context, research rhythms, and what we call “uncommon sense.”☕ Yes, there’s coffee involved. And yes, you’re invited to have some with us.⏱️ Timestamps:00:00 – Are we headed to World War III?00:50 – The power of headlines and fear-based statistics01:45 – Why Carson is optimistic: Diplomacy still works03:15 – Eric’s history lesson: What kids today don’t remember04:30 – Noise creates emotional reactions—not strategy05:50 – What didn’t happen matters more than what could’ve06:30 – The real story behind oil prices and U.S. energy independence08:15 – The truth about nukes and mutual deterrence09:20 – Military posturing as political theater10:00 – The hidden story behind the headlines11:00 – Seven major market panics since 200012:45 – Uncertainty, not events, causes market turmoil14:00 – Using uncommon sense15:20 – How rising interest rates expose bad debt16:00 – Why we don’t just “buy the S&P 500”17:00 – The importance of research over reaction18:00 – What we’d do if World War III did happen19:00 – The discipline of quarterly research and strategy19:45 – Curious about our dividend approach? Let us know in the comments and we’ll share more about our long-term philosophy.20:30 – Closing thoughts: Intentional portfolios, uncommon thinking🔍 If you’re an investor looking to filter out the noise, subscribe to the channel and join us for future episodes of News vs. Noise.#Investing #NewsVsNoise #UncommonSense #DividendStrategy #IntentionalOwnership #MarketVolatility #FearVsFacts #EricDunavant #CarsonRich

14. 

    25 Jun 2025

    Should We Want a Recession? | News vs. Noise

    In this month’s edition of News vs. Noise, Eric Dunavant (President of Intentional Ownership) and Carson Rich (Lead Analyst) dive deep into headlines about inflation, interest rates, and recession odds — and separate media panic from economic reality.You’ll walk away with uncommon sense, long-term strategy, and a more peaceful outlook on what’s really happening in the markets.💥 Spoiler: Recession isn’t a disaster—it’s part of the design.🔖 Timestamps:00:00 – Disclaimer & Introduction00:45 – Why “Recession” Headlines Don’t Mean Panic01:30 – What Is a Recession, Really? (Defining GDP & the Cycle)03:00 – The Healthy Role of Recessions in Economic Growth04:10 – Media Fear vs. Market Function05:10 – Why Expansion Needs Contraction06:20 – Bear Markets, Buying Opportunities, and Reframing Risk07:50 – Overdue Recession? Delayed by Interference08:40 – History Lesson: 2000–2003 Tech Bubble & Bear Market10:15 – The Real Danger: Prolonging the Inevitable11:00 – Government Incentives & Election Cycles12:00 – Inflation: Media Noise or Real Threat?13:00 – What Is PCE (Personal Consumption Expenditures) & Why It Matters14:00 – Inflation Numbers Are Dropping… So Why the Fear?15:10 – Should the Fed Cut Rates or Hold?16:10 – Uncertainty Around Tariffs & Global Policy17:00 – Long-Term Strategy: How We Prepare Clients for Recession18:00 – Uncommon Sense: Why We’re Positioned Defensively19:10 – Growth vs. Value: What’s Actually Winning in 2025?20:30 – What P/E Ratios Are Telling Us21:00 – Investing for Opportunity, Not Fear22:00 – Stocks We Hold for Recession Resilience22:45 – Mindset: Abundance, Discipline, and Non-Emotional Investing23:30 – Final Thoughts & What to Expect in July🎯 If you’re thinking long-term and aligning values with strategy, subscribe for more News vs. Noise updates.🔗 Related Resources:→ Learn about the Paradiem Process: paradiem.orgInvestment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.#IntentionalOwnership #Paradiem #FaithDrivenFinance #GenerationalAbundance #LongTermInvesting #NewsVsNoise

15. 

    25 Jun 2025

    Ownership Perspectives Trailer

    Welcome to the Ownership Perspectives Podcast! This podcast isn’t financial advice—but it is a behind-the-scenes look at how we think about wealth, ownership, and stewardship. Originally created to serve our clients, we now share it with a broader audience because we believe in radical transparency and the power of perspective. Our mission? To inspire families to build legacies that last 100+ years. No hype. No sales pitch. Just honest conversations designed to help you think like an owner—across generations. As always, talk to your advisor before making financial decisions.

16. 

    25 Jun 2025

    Ownership Perspectives | June 2025: Pursuing Intentional Joy W/ Russell Riggs

    In this episode of Ownership Perspectives, Eric L. Dunavant and Russell Riggs unpack one of the most overlooked tools for creating sustainable impact: the Culture Map. This isn't a mission statement exercise—it’s the foundation for building a business that produces peace, clarity, and legacy for generations to come. 🎯 Whether you’re a faith-driven entrepreneur or just someone craving more than bottom-line success, this episode will challenge how you think about purpose, leadership, and joy. 🔖 Timestamps: 00:00 – Disclaimer & Welcome 01:10 – Why “Pursuing Joy” Can Start with Strategy 02:00 – What Business Owners Think They Need (but don’t) 03:05 – ROI vs. Return on Intention 04:10 – What Simon Sinek’s Infinite Game Got Right 05:10 – The Trap of Becoming a Tool for Your Business 06:40 – Introducing the Culture Map 08:10 – Why Mission/Vision/Values Often Fail 10:15 – Using Purpose as a Filter for Decisions 12:00 – The Joy of Leading from Clarity 13:10 – How Culture Mapping Unlocks True 10x Potential 14:40 – Living with Peace: Mountain Bikes and Meaning 16:00 – What a Culture Map Actually Is 17:20 – Defining Purpose, Vision, Mission, Values, and Mindsets 20:15 – Aligning the Entrepreneur’s Personal Purpose 21:50 – Hiring, Firing, and Leading Through a Culture Map 23:30 – Getting the Right People in the Right Seats 25:00 – Where to Start: Defining Purpose 27:00 – Creating White Space to Hear From God 28:30 – Why Your Team Needs You to Step Away 30:00 – Revisiting and Updating the Culture Map 31:20 – Real Example: Caring for Employees with Integrity 33:00 – Setting Cultural Standards That Outlive You 35:00 – Succession Planning Starts with Culture 36:00 – Why the Kingdom Operating System Is Different 37:30 – Faith + Business: No Longer Separate 39:00 – Start with Impact, Then Back Into Revenue 41:20 – Faith Forward, Results Backed 43:00 – What Works Better Than ROI Alone 44:00 – The Most Foundational Tool for Lasting Joy 45:00 – Your Starting Point: A Single Question Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

17. 

    24 Jun 2025

    Ownership Perspectives | May 2025: Investing with Uncommon Sense

    In this powerful May edition of Ownership Perspectives, Eric L. Dunavant, founder of Intentional Ownership and the Kingdom ROI family of companies, is joined by Drew Brown, Kristina Schuler, and Carson Rich for an inside-the-war-room conversation on navigating today’s volatile economic landscape with conviction—not reaction.This is not just another market update. It's a behind-the-scenes unpacking of how our investment committee applies Kingdom-aligned wisdom, economic research, and owner-level discernment to build portfolios that steward legacy, resist erosion, and elevate values over activism.▶️ Highlights Include:The launch of Eric’s new book At the Bistro with Bob and the Prichard Principles shaping our investment strategy.Why “diversification” may be diluting your impact—and how we combat that with strategic intention.How our partnership with Boyer Research is helping us vote values, not just stocks.Real-time insights on recession risk, stagflation scenarios, and what corporate insiders are really doing.Our stance on tariffs, political neutrality, and the threat of performance erosion through cultural distraction.A candid discussion on our increasing focus on dividend strategies and the “uncommon sense” behind our October 2024 shift.First mentions of integrating digital assets like Bitcoin through regulated, fiduciary-minded ETF exposure.🎯 This isn’t a scramble for alpha—it’s a call back to anchored investing. Backed by over a decade of audited performance in our dividend strategy and a renewed commitment to research-led conviction, we’re inviting you deeper into the WHY behind every move we make. 📩 Want access to the Rich Report (weekly economic insights), War Room sessions, or a copy of our audited Dividend Strategy performance report? ➡️ Comment below with the word “Rich”, “War Room”, or “Dividend” to get connected. 📚 At the Bistro with Bob is now available everywhere books are sold. Grab the Kindle version for just 99¢ for a limited time. 👀 Step into a new era of intentional ownership—where peace guides our posture, legacy fuels our lens, and every investment is an act of stewardship.All Sources referenced in video:Kingdom ROI. (2025, May 19). Rich Report – May 19th, 2025. Kingdom ROI. https://kingdomroi.orgElass, Strider, Andrew Opdyke, Bryce Gill, and Nate Gerze. "No Recession Yet, But Risks Remain." First Trust Portfolios, 5 May 2025, https://www.ftportfolios.com/Commentary/EconomicResearch/2025/5/5/no-recession-yet,-but-risks-remain.Willour, Isaac, and Jerry Bowyer. From Citigroup to Coca-Cola — Does Your Voting Match Your Values? Email newsletter, Bowyer Research, May 2025.Nick Murray Interactive, Volume 25, Issue 5, May 2025 from the article “Tariffs and the Lessons of COVIDInvestment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor. Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.

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Based on episode analysis; this does not confirm that the show is currently accepting guests.