8.3.26

8.3.26

August 3, 2026 · 10 min · Season 1 · Episode 11

About this episode

Jacob discusses recent changes to Prime Portfolios and key economic reports for the week.

This week, Jacob is taking you behind the scenes of the recent changes we made to our Prime Portfolios and explaining the thinking behind each decision. He'll talk about why we trimmed stocks after a strong rally, why we're maintaining our highest-conviction investment themes, how we're improving diversification, and what it all means for long-term investors. Plus, we'll cover the key economic reports to watch this week, including Friday's jobs report. If you've ever wondered why we make port...

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