In this beginner-friendly episode, Urvi Guglani—associate at Silverdale Capital, a $1.4 billion fund, and founder of the Female Bond Fellowship—joins Mahwash Mustafa, a Silicon Valley technologist exploring investment fundamentals alongside her fast-paced career. With prior experience at Pimco and BlackRock, Urvi breaks down the essentials of fixed-income investments, simplifies key concepts, explains how to evaluate investment quality, and shares practical strategies for balancing risk and return.

We also discuss the growing role of robo-advisors in guiding newcomers through their financial journeys and compare fixed-income strategies to index investing. As a bonus, Urvi offers a sneak peek into the Female Bond Fellowship (FBF), a platform providing personalized mentorship and support for aspiring investors.

As you step into 2025, this episode provides the perfect foundation to kickstart your investment strategy, equipping you with insights and tools to build confidence and make informed financial decisions.