Fountainhead Asset Management

06/23/2025

A warm welcome to David Simpson, who recently joined our team as an Investment Management Intern!

David is already making great contributions, and we’re excited to have him on board this summer as he dives into research, analysis, and portfolio support. 👏

05/15/2025

What will America’s energy infrastructure look like ten years from now—and are we doing enough today to prepare?

In this upcoming episode, Robert Thummel of Tortoise Capital shares his outlook on the future of the U.S. energy system. From AI-driven demand to pipeline capacity, we explore what’s needed to keep pace with the next decade of growth and innovation.

05/15/2025

What role will natural gas play as energy demand surges and infrastructure strains under new pressures?

In this episode, we sit down with Robert Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital to discuss how natural gas fits into the future of U.S. energy—and what investors should be watching as AI, electrification, and global shifts reshape the grid.

05/14/2025

Why is America’s long-flat energy demand suddenly spiking—and can our grid keep up?

In this upcoming episode of Investment Wars, we’re joined by Robert Thummel of Tortoise Capital to dig into the infrastructure behind the AI boom and explore why energy demand is on the verge of doubling.

04/28/2025

On this episode of Investment Wars…

Professor Nick Bloom and Joseph Halpern dive into one of the most critical—and elusive—forces shaping markets today: uncertainty.



https://zurl.co/C41Zb

Debate: How to Measure and Navigate Market UncertaintyFeaturing: Professor Nick Bloom is the William Eberle Professor of Economics at Stanford University, Se...

04/26/2025

In volatile markets, clarity and perspective are more important than ever. Watch for our upcoming Investment Wars podcast episode, “How to Measure and Navigate Market Uncertainty,” coming next week.

04/25/2025

In this clip from our upcoming Investment Wars podcast episode, "How to Measure and Navigate Market Uncertainty," we dive into how we quantify market uncertainty and why it matters, especially in times of volatility.

Tune into the full episode with Professor Bloom next week, where we explore:
- How uncertainty is measured
- Its real-world impact on the economy and financial markets
- Strategies for navigating uncertain market environments

04/23/2025

In this clip from our upcoming episode, "How to Measure and Navigate Market Uncertainty," we break down three actionable tips to help you stay grounded when uncertainty increases.

Featuring insights from Professor Nick Bloom, William Eberle Professor of Economics at Stanford University, Senior Fellow at SIEPR, and Co-Director of the Productivity, Innovation, and Entrepreneurship Program at the National Bureau of Economic Research.

04/02/2025

On this episode of Investment Wars…

Adam Patti, CEO of VistaShares, and Joseph Halpern, Chief Investment Officer at Fountainhead Asset Management, explore how to select the right ETF by understanding the ETF market's history, benefits, and key factors to consider when evaluating investment options.

https://www.youtube.com/watch?v=-nP9SzROVQg&t=2452s

Debate: How Do I Select the “Right” ETF?Featuring: Adam Patti is the Co-founder and CEO of Vistashares, An ETF issuer designed to provide pure exposure to di...

04/02/2025

In this clip, Joseph Halpern and Adam Patti discuss the complexities of data center costs.

Our upcoming episode dives into:
- A brief history of the ETF market
- How ETFs revolutionized tailored exposure for investors
- Key factors to consider when analyzing ETFs

https://youtube.com/shorts/8EhakHwsXA8?si=lxNWlS8mfC4ZWlUS

Subscribe to Fountainhead Asset Management: https://www.youtube.com/?sub_confirmation=1About: Fountainhead...

04/02/2025

Know Your ETFs | Fountainhead Asset Management

In our upcoming episode, Joseph Halpern sits down with Adam Patti, CEO of VistaShares, to dive into:
- A brief history of the ETF market
- How ETFs revolutionized tailored exposure for investors
- Key factors to consider when analyzing ETFs

https://www.youtube.com/shorts/h-oLTcVHjVE

Subscribe to Fountainhead Asset Management: https://www.youtube.com/?sub_confirmation=1About: Fountainhead...

03/04/2025

On this episode of Investment Wars…Jerry Theodorou, Director of the Finance, Insurance, and Trade Policy Program at R Street Institute, and Joseph Halpern, Chief Investment Officer at Fountainhead Asset Management, discuss the complexities of insurance in relation to the LA wildfires.

Topics Include:
• How the insurance industry has coped historically with catastrophes.
• The current state of insuring property in places with high risks of events like fire, hurricanes, and flooding.
• The future of the insurance industry.

https://zurl.co/2muOH

Debate: LA Fires - The Complexities of InsuranceFeaturing: Jerry Theodorou is the Director of the Finance, Insurance, and Trade Policy Program at the R Stree...