Join Matthew Bagell, CPA and Scott A. Shaw, CFA®, CFP® on The BASH, where they bring the Analyst and the Planner to the table to discuss relevant financial and investment topics.
www.bashcapital.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,
Member FINRA/SIPC.
In this episode, Matt and Scott dive into several important topics for investors and those preparing for retirement, including:
Recessions: Are long term recessions a thing of the past? Retirement planning: Key considerations to help you prepare for the future. Thematic investing: What it is, how it works, and why investors may consider it. The Federal Reserve: Thoughts on the new Fed Chair’s decision not to raise interest rates and what it could mean for the economy and markets. Tune in for their insights, perspectives, and takeaways on the topics shaping today’s financial landscape.
27 May 2026
The BASH Episode 22- The Year Ahead
In the latest episode of The BASH, Matt and Scott dive into earnings, portfolio diversification, financial literacy, and the elections — breaking down the big topics with insight, perspective, and a few laughs along the way.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
3 Feb 2026
The BASH Episode 21- The Year Ahead
In the latest episode of The BASH, Matt and Scott share their perspectives on what to expect in 2026, including insights on U.S. stocks, cash positioning, trade, and the importance of focusing on what investors can control.
All investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Stock investing includes risks, including fluctuating prices and loss of principal.
The fast price swings in commodities will result in significant volatility in an investor’s holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Any economic forecasts set forth may not develop as predicted and are subject to change.
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YouTube views
540,068
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
3 ratings
Podcast Authority Score: 30 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
13
Social presence
0
YouTube
86
Engagement
32
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