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Ask Avidian

Hosted by Avidian Wealth Solutions · news · EN-US

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About this Podcast:

Ask Avidian is a biweekly finance and wealth podcast hosted by Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions. Each episode breaks down timely topics like market trends, Federal Reserve decisions, tax strategies, investment approaches, emerging technologies in finance, personal cash-flow optimization, and smart wealth planning—always with practical, no-nonsense insights designed to help high-net-worth individuals and families make clearer decisions in a noisy financial world. Whether you're navigating rate cuts, liquidity events, AI-powered tools, or simply trying not to overreact to headlines, Ask Avidian delivers thoughtful conversations that cut through the noise. Website: https://avidianwealth.com About Jake Borbidge: https://avidianwealth.com/team-member... Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not inten

Pitch Analysis

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Contact path

Verified email

Booking probability

31%

Guest openness

Selective

Verified email on file
80/100
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Questions about Ask Avidian

What is Ask Avidian about?

Ask Avidian is a biweekly finance and wealth podcast hosted by Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions.

Who hosts Ask Avidian?

Ask Avidian is hosted by Avidian Wealth Solutions. The show has published 34 episodes to date.

What has Ask Avidian covered recently?

Recent episodes include "SpaceX IPO: Looking Ahead to What’s Next After the Day 2 Surge" (16 June 2026, 11 minutes), "Record Highs in a Chaotic World: Iran Ceasefire, Oil Spikes, AI Cybersecurity Threats & More" (27 April 2026, 32 minutes), and "Oil at $100+, Fed Stays Put: Navigating Iran Conflict & Private Credit Pressures" (24 March 2026, 28 minutes).

How often does Ask Avidian publish?

Ask Avidian publishes roughly monthly, with episodes averaging 30 minutes across 34 episodes.

How hard is it to get booked on Ask Avidian?

Booking probability for Ask Avidian is 31%, and the host is rated Selective on guests. Ask Avidian requires a Pod Score of 80 or higher. Ask Avidian's contact route on record: verified email.

Who should pitch Ask Avidian?

The strongest fits for Ask Avidian are Investing & Wealth Management. Ask Avidian has a news audience.

About the host

Avidian Wealth Solutions hosts Ask Avidian, a news podcast with 34 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Ask Avidian

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

    Jun 16, 202611 min

    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 breaks down the $135 IPO price, opening surge to...

  • Ask Avidian

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

    Apr 27, 202632 min

    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 despite ongoing geopolitical tensions, tariffs...

  • Ask Avidian

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

    Mar 24, 202628 min

    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 facility—the world's largest—which have caused extensive damage...

  • Ask Avidian

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

    Mar 9, 202640 min

    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 Client Report. They recap 2025 market volatility...

  • Ask Avidian

    Navigating 2026's Market Mayhem

    Feb 6, 202631 min

    In this episode of Ask Avidian, Chief Investment Officer Jake Borbidge unpacks early 2026 market turbulence, covering: President Trump's nomination of Kevin Warsh as Fed Chair (replacing Jerome Powell in May), sparking...

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  • Ask Avidian

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

    Dec 17, 202516 min

    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 pivotal scene from the most recent episode of...

  • Ask Avidian

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

    Dec 12, 202541 min

    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 million for a significant non-controlling interest...

  • Ask Avidian

    Bill Audits, Shutdowns, and Santa Rallies

    Nov 25, 202539 min

    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 simplify money management. We break down key market...

  • Ask Avidian

    Logan Henderson from Gridline

    Oct 16, 202522 min

    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 alternative investments. He details how...

  • Ask Avidian

    Decoding Fed Moves and Exploring Wealth Strategies

    Sep 18, 202534 min

    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 into the implications of the recent Federal...

  • Ask Avidian

    Powerball Pitfalls, Private Markets, and NFL Billions

    Sep 5, 202531 min

    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 private market investments a hot new option for your...

  • Ask Avidian

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

    Sep 5, 202536 min

    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 efficiency of Chinese AI in coding to its potential...

  • Ask Avidian

    Navigating Risks and Opportunities: The Avidian Mid-Year Outlook

    Aug 14, 202537 min

    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 rest of the year. From tariffs and inflation to...

  • Ask Avidian

    One Big Beautiful Podcast

    Jul 18, 202539 minS1

    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 workplace. They also unpack the One Big Beautiful...

  • Ask Avidian

    Cheeseburger in Tax Paradise? Wealth Strategies for the Elite

    Jul 1, 202532 min

    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 insights for ultra-high net worth investors. They...

  • Ask Avidian

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

    May 16, 202527 min

    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 Berkshire Hathaway exit, and its ripple effects on...

  • Ask Avidian

    Navigating Market Volatility: Smart Investing Strategies for Uncertain Times

    May 1, 202529 min

    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 volatility driven by tariff developments and a...

  • Ask Avidian

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

    Apr 4, 202520 min

    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. Learn why Mexico and Canada might be benefiting, how...

  • Ask Avidian

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

    Feb 21, 202535 min

    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 potential policy changes that could eliminate...

  • Ask Avidian

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

    Feb 6, 202528 min

    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 high-stakes game of tariffs between the U.S., China...

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