Monarch on The 10X Capital Podcast

The 10X Capital PodcastJuly 17, 2026

E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO

0:57
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David Weisburd
David Weisburd
July 17, 2026
Host-read (by David Weisburd)Direct responseBaked-in adFinancial Services
0:00 / 0:57
@ 17:56 in ep

Transcript

Summer's here, which for me means occasionally trying to escape New York City on the weekend. When I get time off, the last thing I want to do is worry about keeping my personal finances organized and my budget and balance. With a little advanced planning and powerful software tools, I can enjoy the summer knowing my money is taken care of. Monarch is the personal finance app that tracks everything. Accounts, investments, saving goals, and spending. Get your first year of Monarch Core for half off. Just $50 with promo code INVEST. What I like about Monarch is that it takes the mental load of managing your finances off of your plate. So that checking multiple accounts and spreadsheets, you can see everything in one place. The AI Weekly Recap is especially useful because it flags spending spikes and upcoming expenses before they become surprises. I also like Monarch's AI assistant. You can ask questions like, how much did I spend on travel last summer? Or how many subscriptions am I paying for? And get answers instantly. Use code invest at monarch.com to get your first year off Monarch Core half off at just $50. That's 50% off your first year at monarch.com with code invest.

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Monarch: First year of Monarch Core for half off, just $50 · Jun 29–Jul 17, 2026

first year of Monarch Core for half off, just $50

4 promos·1 show

Monarch sponsor landing page on The 10X Capital Podcast

Monarch sponsor landing page advertised on The 10X Capital Podcast

Monarch landing page captured for its sponsorship on The 10X Capital Podcast.

monarch.com/

Episode

The 10X Capital Podcast
E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO
Host: David Weisburd
Publisher: David Weisburd