Podcasts about Active management

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation.Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today's markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions.Key moments in this episode:00:00 Investment Uncertainty in 202502:23 Pursuing Consistent Alpha in Volatile Markets04:02 The Role of Data and Technology04:26 Alternative Data in Action07:53 Systematic Investing and Technology12:44 Human and Machine Collaboration16:07 Considerations for Individual Investors18:47 Conclusion and Next Episode PreviewCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

Become an FBP Insider! Learn more on Patreon.   Our FREE LIVE online events created specifically for fitness business owners, managers, and coaches who want to sharpen their skills and grow their business - Learn More!   In this episode of the Fitness Business Podcast, host Justin 'JT' Tamsett is joined by AI and digital marketing expert Shama Hyder and brain fitness pioneer Dr. Patrick Porter to deliver actionable insights for fitness business managers and owners aiming to future-proof their operations. The discussion with Shama tackles common myths about AI artificial intelligence in the fitness industry, with Hyder demystifying AI's role and offering a practical playbook for leveraging AI to boost revenue, streamline operations, and create standout customer experiences. In a special segment of the episode, Dr. Porter shares science-backed strategies for optimizing brain health and performance, emphasizing the critical link between quality sleep and business leadership. Listeners will learn why embracing AI is essential to avoid being left behind in a rapidly evolving market and how to implement simple, effective changes that drive real ROI for fitness clubs and studios   Key highlights from the episode: - Shama Hyder debunks AI myths and explains how gym owners can use AI to analyze sales data, bridge the sales-marketing divide, and create revenue-driving customer experience. - Dr. Patrick Porter reveals the science of brain fitness, including practical sleep strategies to enhance decision-making and leadership performance for fitness professionals. - The episode provides a step-by-step challenge for fitness leaders to experiment with AI tools like ChatGPT, plus tips on optimizing your website and online reputation to ensure your gym stands out in AI-driven search results. Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts.   Quotes: "AI is not going away anytime soon...you ignore it at your own peril." - Shama Hyder "If AI is cheating, gosh, sign me up - because if calculators are cheating, look how much progress we've made." - Shama Hyder "Deep sleep is critical." - Dr. Patrick Porter   Resources: Be an FBP Insider on Patreon Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Shama Hyder - Website, LinkedIn, Instagram, Facebook Health and Fitness Association - Website Momentum by Shama Hyder   Wise Words: Dr Patrick Porter - Website, LinkedIn, Facebook, Instagram Dr Patrick Porter's Book - Thrive in Overdrive Buy Your Headset Using our Link!   Merch Sponsor: Be a Merch Sponsor - Here   REX Roundtables: Website - www.REXRoundtables.com Email - Eddie@REXRoundtables.com Leadership Academy – www.REXLeadershipAcademy.com   Free On-line Live Events https://fitnessbusinesspodcast.com/onlineevents   Trusted Suppliers: -Power Systems: your one stop shop for equipment, functional training, recovery and storage https://www.power-systems.com/shop -Les Mills: offering group fitness classes and solutions. https://www.lesmills.com/ -Instinctive Insights: Profit driven marketing using data science. https://www.instinctiveinsights.com/ -HireBob.Ai: Sell memberships, service existing customers and provide motivational fitness support with AI. https://www.hirebob.ai/ -Eleiko: supplying premium strength training equipment https://eleiko.com/en -MAX Members: automating member management and engagement. https://www.maxmembers.ai/   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society   Related: AI, ChatGPT, chat gpt, gemini, perplexity, fitness business, leadership, decision-making, trust, credibility, technology, innovation, customer experience, productivity   Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Justin “JT” Tamsett is a globally recognized fitness industry expert, speaker, and business coach with over 30 years of experience.    A former gym owner and fitness instructor, he now helps gym owners and managers improve profitability, member retention, and leadership skills through his company, Active Management.    As the host of the Fitness Business Podcast and a leader of REX Roundtables in the US and Australia, he has spoken at over 40 conferences in 23 countries.    Passionate about reducing global healthcare costs by promoting physical activity, JT is dedicated to empowering fitness entrepreneurs and shaping a healthier world.   Some of the takeaways from today's show: -        Responding promptly to inquiries is crucial for conversions. -        Many gyms fail to follow up on leads effectively. -        A simple follow-up system can significantly improve lead management. -        Small gym owners often overcapitalize and struggle with cash flow. -        Strength training is becoming increasingly popular among all demographics. -        Recovery practices in gyms lack proper programming. -        Pilates is a growing trend in the fitness industry. -        Referrals remain a powerful tool for increasing membership. -        Offering incentives for referrals can boost client acquisition. -        Understanding consumer trends is essential for gym owners.   Today's show is sponsored by my six month business mentorship: Apply below. https://briankeanefitness.com/mentorship-and-business-coaching   (Website) https://www.activemgmt.com.au (Instagram) https://www.instagram.com/justintamsett (LinkedIn) https://au.linkedin.com/in/justintamsett (Podcast) Fitness Business Podcast: Leadership, Innovation, and Profit - Podcast - Apple Podcasts

Become an FBP Insider! Learn more on Patreon. We're bringing you a brand-new series of LIVE online events created specifically for fitness business owners, managers, and coaches who want to sharpen their skills and grow their business - Learn More!   In this episode of the Fitness Business Podcast, host Justin ‘JT' Tamsett engages with storytelling expert Danielle Krischik to explore the vital role of storytelling in fitness marketing. They discuss how stories create emotional connections, the neuroscience behind storytelling, and the importance of crafting a compelling brand narrative. Danielle emphasizes the power of employee stories and how they can enhance customer experience. The conversation culminates in actionable steps for gym owners to activate their stories for greater impact. Also hear from Dr Patrick Porter about what Brain Tap is and how you can use it to have better rest, more resilience and better overall wellbeing.   Key highlights from the episode: - Storytelling Drives Business Results: The episode highlights how stories are remembered far more than facts and can significantly boost marketing effectiveness, conversion rates, and even pricing power for fitness businesses. - Different Types of Stories Matter: The discussion explains the importance of distinguishing between brand stories, member transformation stories, and staff stories, emphasizing that each plays a unique role in building trust, authenticity, and emotional connection. - Storytelling Builds Culture and Performance: Sharing stories within the team helps foster a strong, connected workplace culture, improves staff retention and engagement, and ultimately enhances the overall experience for both employees and members. Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts.   Quotes: "The brain likes to stay in lazy mode." - Dr Patrick Porter "Authenticity is key in storytelling." - Danielle Krischik "Money is an outcome, not a purpose." - Danielle Krischik   Resources: Be an FBP Insider on Patreon Fitness Business Podcast's LinkedIn Community Mystery Shopping for Fitness Businesses - Website Danielle Krischik - LinkedIn, Podcast, Instagram Knight Agency - Website Danielle's Book Recommendation: Building a Story Brand by Donald Miller Matt Spears Live Event: Finance for Fitness Success - Register Here    Wise Words: Dr Patrick Porter - Website, LinkedIn, Facebook, Instagram Dr Patrick Porter's Book - Thrive in Overdrive Buy Your Headset Using our Link!   Merch Sponsor: Be a Merch Sponsor - Here   REX Roundtables: Website - www.REXRoundtables.com Email - Eddie@REXRoundtables.com Leadership Academy – www.REXLeadershipAcademy.com   Trusted Suppliers: Matrix Performance Foods Myzone MXM Metrics MAX Members   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society Related: storytelling, fitness marketing, emotional connection, brand story, employee engagement, neuroscience, gym owners, marketing strategies, customer experience, business growth Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

This episode of HSBC's Perspectives series features Jean Hynes, CEO and Managing Partner, Wellington Management – one of the world's largest privately held asset managers. In-conversation with Richard Bibbey, Global Head of Institutional Sales, HSBC, Jean shares her views on the future of active asset management as well as pivotal moments from her inspiring career journey.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Cameron joins Ben for his first AMA as we bring you the sixth edition of our Listener Questions and Investing Lessons mini-series. Diving right in, Ben and Cameron share their stance on the multi-host format of the Rational Reminder podcast before walking us through the new PWL Retirement Planning Tool. Then, we unpack our venture with OneDigital, recent changes at PWL Capital, how we make each episode of this show, and how we allocate our time across podcast and business responsibilities. We also examine our protocol regarding guests, why Cameron and Ben would never gamble with their own money, how the human condition prevents the full comprehension of investing as a principle, and smart money moves to make under current market conditions. To end, we discuss the effects of a capital gains tax increase, common mistakes to avoid in managing personal finances, programs and technologies for financial advisors, and the After Show, which ends with an important discussion on testicular cancer.          Key Points From This Episode:   (0:00:00) How Ben and Cameron feel about the multi-host format of this podcast. (0:01:12) The new PWL Retirement Planning Tool, developed by Braden Warwick.  (0:03:13) Joining OneDigital and other PWL changes from the past four months.  (0:09:05) Behind the scenes: Making a Rational Reminder podcast episode. (0:12:38) Allocating time for research, preparation, creating content, and business. (0:17:27) How guests inform our approach to research and preparation.  (0:19:29) The reasons why we're not risk-averse but have no appetite for gambling. (0:24:26) Why investing has been largely solved, except for the human aspect.  (0:30:13) The most “rational” investing practices under current market conditions.  (0:34:25) How to approach a capital gains tax increase, and why banks do what they do. (0:38:03) The most costly mistakes when it comes to managing personal finances. (0:40:12) Why we don't offer advice-only planning for DIY investors. (0:44:07) Financial app tips and tricks and programs and technologies to be aware of.  (0:48:23) The After Show: Alternate personalities, noise filtering, and testicular cancer.     Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Braden Warwick on LinkedIn — https://www.linkedin.com/in/braden-warwick-a40b48a3  PWL Capital Retirement Planning Tool — https://research-tools.pwlcapital.com/research/retirement  OneDigital — https://www.onedigital.com/   Episode 341: PWL's Next Chapter — https://rationalreminder.ca/podcast/341  Episode 355: Do Index Funds Incur Adverse Selection Costs? — https://rationalreminder.ca/podcast/355   Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 100: Prof. Kenneth French: Expect the Unexpected — https://rationalreminder.ca/podcast/100  Episode 93: Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk — https://rationalreminder.ca/podcast/93  Episode 270: What Happened to All the Billionaires? with Victor Haghani and James White — https://rationalreminder.ca/podcast/270   Episode 11: Robb Engen: Simple vs. Complex — https://rationalreminder.ca/podcast/11  Episode 203: S*** (Misguided) Financial Advisors Say — https://rationalreminder.ca/podcast/203  The Money Scope Podcast — https://moneyscope.ca/   Financial Advisor Success Ep 433: When You 10X Your Advisory Firm to over $20M of Revenue…And Want to 10X Again, with Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/  The Podcast Consultant — https://thepodcastconsultant.com/    The Long View — https://www.morningstar.com/podcasts/the-long-view   Eli Beracha on LinkedIn — https://www.linkedin.com/in/eli-beracha-b8082250/   CIBC Mutual Funds — https://www.cibc.com/en/personal-banking/investments/mutual-funds.html  Microsoft Excel — https://www.microsoft.com/microsoft-365/excel  Python — https://www.python.org/  Monte Carlo — https://www.montecarlodata.com/  ChatGPT — https://chatgpt.com/    Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386  ‘Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case' — https://www.jstor.org/stable/1926560    

Become an FBP Insider! Learn more on Patreon. Online Live Event - Learn More! Are you a fitness leader, manager, or gym owner searching for actionable strategies to revolutionize your staff recruitment and retention? This episode of the Fitness Business Podcast, hosted by JT Tamsett, is a must-listen for anyone serious about building a high-performing fitness business in today's competitive market. Discover how to wear your sales and marketing hat when hiring, ensuring your recruitment process is as dynamic and creative as your member acquisition campaigns. You'll learn how applying marketing principles to staff acquisition can transform the quality and consistency of your hires. The episode dives deep into the power of crafting compelling job ads that resonate with potential candidates, making your gym stand out on job boards and attracting top-tier talent. The episode also unpacks the critical role of referrals, explaining why embedding a culture of referrals - where team members are rewarded for recommending candidates, not just successful hires - can create a self-sustaining pipeline of passionate, values-driven staff. Also hear from Dr Patrick Porter about what should really be in all our morning routines, plus why that 2pm slump gets to all of us - and what you can do about it. Key highlights from the episode: - Innovative Use of AI in Recruitment: Learn how artificial intelligence is streamlining everything from candidate screening to interview scheduling, making your hiring process faster, smarter, and more efficient. - Building a Referral-Driven Culture: Discover proven tactics to make daily referral requests a habit, and how to incentivize your team to help you build a robust bench of future staff, ensuring you're never caught off guard by sudden vacancies. - Prioritizing Integrity and Attitude: Find out why focusing on these core traits - rather than just technical skills - leads to stronger teams and a more positive workplace culture, ultimately boosting member satisfaction and retention. Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts. Quotes: “Your sleep cycle starts in the morning.” - Dr Patrick Porter “Never drink coffee first thing in the morning. I know a lot of people do that. Get up in the morning and drink a glass of water.” - Dr Patrick Porter “Don't post a boring job description. You got to make this exciting." - Fletcher Wimbush “Reward the referral, not the outcome.” - Fletcher Wimbush Resources: Be an FBP Insider on Patreon Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Fletcher Wimbush - LinkedIn, Website, Facebook FACT Driven Hire System - Use code: hirebetter Hiring Expert GPT - Watch how it works here Unlock your coaching potential with DISC Fletcher's Book Recommendation - Who by Geoff Smart Indeed - Website ZipRecruiter - Website Lindsay Vastola Live Event: Own the Role, Achieve the Goal: How EQ Drives Performance & Accountability - Watch now on Patreon Wise Words: Dr Patrick Porter - Website, LinkedIn, Facebook, Instagram Dr Patrick Porter's Book - Thrive in Overdrive Buy Your Headset Using our Link! Merch Sponsor: Be a Merch Sponsor - Here REXer in the Trenches: Mark Harrington - Website, LinkedIn, Instagram Mark's Book Recommendation - The Advantage by Patrick Lencioni The Table Group - Website Website - www.REXRoundtables.com Email - Eddie@REXRoundtables.com Leadership Academy – www.REXLeadershipAcademy.com Trusted Suppliers: Reinig Insurance Power Plate ROR Partners HR Network Referrizer About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society Related: Fitness business growth strategies, gym staff retention tips, hiring personal trainers, fitness industry recruitment, employee onboarding best practices, fitness leadership development, gym management podcast, fitness industry trends 2025, recruitment marketing for gyms, fitness business success stories. Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Rob Nestor describes how his firm is using AI to “replicate virtually any active manager today.” He talks about human active managers' reliance on industrials and broad underweight tech holdings – which could create an opportunity for traders. He also discusses what winning strategies active managers are using right now.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe's paper, ‘Arithmetic of Active Management.' We investigate the missing links in Sharpe's logic before defining “the market” and ascertaining the main objectives of index funds. Then, we dive deeper into the mechanics of Marco's paper, index and market tracking errors, why delayed rebalancing is more beneficial than instant rebalancing, and the role of technology in the modern tracking error obsession. We also assess the passive-active spectrum of index funds in portfolio management and learn how investors should choose their optimal excess return. To end, Marco shares practical applications for improving performance benchmarked against traditional indexes, and The Aftershow is all about bridging the gap between PWL Capital and you, our listeners. Key Points From This Episode:   (0:00:00) Key takeaways from Marco Sammon's latest paper and how it compares to Bill Sharpe's ‘Arithmetic of Active Management.' (0:08:10) Marco describes what's missing from the ‘Arithmetic of Active Management' logic. (0:09:11) Defining ‘the market', the main objective of an index fund, and how index funds track the market. (0:15:57) The mechanics of Marco's paper, ‘Index Rebalancing and Stock Market Composition.' (0:18:38) Factor exposure, index and market tracking errors, and how often index funds trade. (0:26:28) Rebalancing less frequently; why delayed does better than instant rebalancing. (0:31:59) The tech run-up and lazy rebalancing, and the modern tracking error obsession.  (0:36:51) Assessing the passive-active spectrum of index funds in portfolio management. (0:41:02) Exploring how investors should decide on their optimal excess return.  (0:45:14) How the rising index fund ownership of stocks impacts the implicit cost of indexing (0:46:58) Practical ways to improve performance benchmarked against traditional indexes. (0:52:30) The Aftershow: Canadian finances, more airtime for Cameron, and PWL – OneDigital.    Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 322: Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? — https://rationalreminder.ca/podcast/322 Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees — https://rationalreminder.ca/podcast/268  Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice — https://rationalreminder.ca/podcast/112  Marco Sammon — https://marcosammon.com/  Marco Sammon on LinkedIn — https://www.linkedin.com/in/marco-sammon-b3b81456/  Marco Sammon on X — https://x.com/mcsammon19  Marco Sammon | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=1326895  Marco Sammon Email — mcsammon@gmail.com  John Shim on LinkedIn — https://www.linkedin.com/in/john-shim-2931271b/  Vanguard — https://global.vanguard.com/  Sheridan Titman on LinkedIn — https://www.linkedin.com/in/sheridan-titman-226b0811/  Alex Chinko — https://alexchinco.com/  Erik Stafford | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6625  Itzhak (Zahi) Ben-David on LinkedIn — https://www.linkedin.com/in/ibendavi/  Bill Ackman on X — https://x.com/billackman   ‘Millennium Loses $900 Million on Strategy Roiled by Market Chaos' — https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos   Bogleheads — https://www.bogleheads.org/   The Money Scope Podcast Episode 8: Canadian Investment Accounts — https://moneyscope.ca/2024/03/01/episode-8-canadian-investment-accounts/  The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/   Financial Advisor Success Podcast — https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/  Financial Advisor Success Podcast Episode 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/   OneDigital — https://www.onedigital.com/  The Longview Podcast: Ben Felix   Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386    ‘Index Rebalancing and Stock Market Composition: Do Index Funds Incur Adverse Selection Costs?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5080459     ‘Luck versus Skill in the Cross-Section of Mutual Fund Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1356021    ‘The Passive-Ownership Share Is Double What You Think It Is' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4188052    ‘Long-Term Returns on the Original S&P 500 Companies' — https://www.researchgate.net/publication/247884354_Long-Term_Returns_on_the_Original_SP_500_Companies     ‘The Price of Immediacy' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1001762   ‘Competition for Attention in the ETF Space' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3765063    ‘Passive in Name Only: Delegated Management and “Index” Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3244991      Jeremy Stein — “Unanchored” Strategy

Become a Patreon member! Start here. We're bringing you a brand-new series of LIVE online events created specifically for fitness business owners, managers, and coaches who want to sharpen their skills and grow their business - Learn More! Is your inconsistent branding costing you clients? Our guest expert Seran Glanfield points out that studio owners often struggle with maintaining a consistent visual brand, diluting their memorability and impacting client recognition. She notes the critical role of consistent visual elements like logos and colors across all platforms. A clear, targeted message resonates far more effectively than a broad approach that speaks to no one. Tune in to this Fitness Business Podcast episode to discover how to refine your marketing approach, attract the right clients, and avoid common branding and messaging pitfalls that could be costing you business. Key highlights from the episode: - Brain Fitness: Learn from Dr. Patrick Porter about achieving peak brain performance through diet, exercise, and technology like BrainTap. - Marketing Strategies: Seran Glanfield reveals the biggest marketing challenges for studio owners and how to target your ideal client. - Actionable Insights: This season is all about taking action, with practical tips to implement in your fitness business immediately. Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts. Quotes: "When your messaging is broad, when you're trying to reach everybody, it won't actually resonate with anyone specifically." - Seran Glanfield "If you're inconsistent with the visual elements of your brand, it's a problem because you lose that repetition, the value of being repetitive, and you aren't as memorable." - Seran Glanfield “If you're not sleeping well, or you're not thinking right, or you're not performing right, the first place to look is between your ears." - Dr Patrick Porter "When you have a propensity to be negative, you actually shut down the genes that will make you succeed...your brain will make you right 100% of the time." - Dr Patrick Porter Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Seran Glanfield - LinkedIn, Website, Facebook, Instagram and Podcast Seran's Recommended Book - The Gap & The Gain Email Marketing Episode 99, Episode 314, Episode 470, Episode 489 Lindsay Vastola's Episode Segment - Episode 529 Will Phillips - Fitness Industry Insights for 2016 Vicki Brick Tributes - Tribute from Club Solutions and Health & Fitness Association Wise Words: Dr Patrick Porter - Website, LinkedIn, Facebook, Instagram Dr Patrick Porter's Book - Thrive in Overdrive Buy Your Headset Using our Link! Merch Sponsor: REX Roundtables - Website and Email REX Leadership Academy - Website Be a Merch Sponsor - Here REX Roundtables Website - www.REXRoundtables.com Email - Eddie@REXRoundtables.com Leadership Academy – www.REXLeadershipAcademy.com Trusted Suppliers: Garry Lewis - Website, LinkedIn, Facebook, Instagram Wellness Spaces - Website Solutions One - Website The Abs Co - Website Club Com - Website Smart Health Clubs - Website About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society Related: Client acquisition, member engagement, fitness marketing, gym growth, customer experience, fitness trends, health and wellness, fitness industry, gym management, business strategy Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Actively managed ETFs have captured one third of flows this year. But the active fund space is quickly changing along with market volatility. We sort it all out for you.   

Trump's Federal Reserve drama, China's trade stance, gold's surge, and the risks of a debt-laden economy are explored with Paul Kiker, while discussing the importance of actively managing wealth during volatile markets.Click Here for Peak Financial Investing

Markets are seeing a brief reprieve after a wild ride. Convexitas CEO Zed Francis says we've had a 4D deleveraging event, not a fundamental shift in risk. He notes the VIX is still high but cooling off, and while credit spreads and 1-year volatility aren't pricing in a recession, the market is due for a reality check as earnings season heats up. Francis shares his take on where the true risk lies and why active management is key in this environment.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Market volatility has soared, and investors are more bearish than they've been since 2008 – even more so than during COVID. But what if this extreme pessimism is actually a buying signal? Eric Nyquist of Howard Capital makes a compelling case that "bears sound smart, but they're usually wrong," highlighting how contrarian indicators often provide the clearest path forward during market uncertainty.In this fascinating conversation, Eric breaks down Howard Capital's systematic approach to navigating turbulent markets. Their proprietary "Byline" and "Pivot Point" systems work together like a head coach and coordinator – the Byline determining overall market exposure based on trend analysis, while the Pivot Points fine-tune shorter-term adjustments. This rules-based methodology eliminates emotional decision-making, which Eric identifies as the primary reason most investors significantly underperform the market over time.Drawing from Howard's impressive track record during previous market downturns, Eric explains how tactical management isn't about predicting market movements but responding systematically to what's actually happening. Their approach allowed them to navigate 2008 with less than 10% drawdowns and position clients optimally during the 2020 COVID crash. Most enlightening is Eric's perspective on risk itself – arguing that true risk isn't volatility but the erosion of purchasing power, making quality equities potentially less risky than bonds over the long term.For advisors and investors struggling with client emotions during market turbulence, this episode provides invaluable insights into how disciplined, tactical approaches can deliver both peace of mind and superior long-term results. As Eric notes, "the value of a good advisor and money manager far outsees the cost," particularly when they save clients from making costly behavioral mistakes during times of market stress.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Howard Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing containSnoreMedic is the simple, comfortable mouthguard that stops snoring instantly—so you (and your partner) can finally sleep through the night. Try it risk-free for 60 nights. Wake up refreshed.

The majority of active managers underperform their benchmarks - but why?   In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices, to unpack the 2024 SPIVA Report—the definitive study comparing active fund managers to their benchmarks.   The discussion explores how most active managers have underperformed their benchmark, the critical role of survivorship bias, and the impact of fees and market conditions on long-term performance. Joe shares eye-opening statistics including how almost half of all funds over a 10 year period cease to exist and the fact that zero managers maintain their top quartile ranking over a five-year period.   Rob and Joe also dive into ETF investing, analyzing the trends shaping active management today and what investors should consider when building portfolios. Whether you're an investment professional or an individual investor, this conversation delivers valuable insights into the ongoing debate between active versus index strategies and how market efficiency may be impacting your investment decisions.   https://www.indexologyblog.com/2025/01/08/shifting-tides-concentration-dispersion-and-the-sp-500-risk-landscape/     Chapters   00:00 Introduction to Global Thinking Podcast 01:07 Meet Dr. Joseph Nelesen 05:53 Understanding the SPIVA Report 13:15 Key Findings from the 2024 Report Card 19:04 The Challenge of Persistence in Active Management 25:54 Trends in Active Management and ETF Usage 27:57 Exploring Fixed Income Strategies 30:41 The Dynamics of Equal Weighting in S&P 500 31:55 Active vs. Passive Investing: A Deep Dive 35:06 The Role of Fees in Investment Performance 38:27 Understanding Long-Term Underperformance Trends 39:36 Due Diligence in Selecting Active Managers 41:52 The Evolution of Market Efficiency 44:22 Personal Insights and Recommendations   Disclosures: https://forstrong.com/disclosures/  Global Thinking Podcast Series - https://forstrong.com/podcast/  Global Thinking Insights - https://forstrong.com/insights/  Who is Forstrong Global - https://forstrong.com/who-we-are/  Ask Forstrong - https://forstrong.com/category/ask-forstrong/  Invest With Us - https://forstrong.com/invest-with-us/         

Are you a gym owner, fitness entrepreneur, or wellness professional looking to inject some serious fun and engagement into your business? In this episode, host JT Tamsett and guests dive  deep into the secrets of creating a customer-centric experience that keeps people coming back for more. Drawing inspiration from the wildly successful Savannah Bananas baseball team and social media marketing guru Richard Toutounji, this episode provides actionable insights on how to make your fitness studio, health club, or personal training business stand out from the crowd. Learn how to build a strong community, craft engaging content, and gamify your workouts to drive client retention and boost your bottom line. Get ready to transform your business into the place everyone is talking about! Key highlights from the episode: - Spice up your Socials: Learn Richard Toutounji's six elements of engaging social media content: Surprise, Shock, Relatability, Personalization, Timeliness, and Playfulness to create a marketing strategy that pops! - Embrace the "Fans First" Mentality: Discover how Jared Orton and the Savannah Bananas put their fans at the heart of everything they do, creating a unique and unforgettable experience. - Gamify Your Fitness: Explore the power of gamification to drive motivation and engagement in your clients' workouts with Jay Worthy from MyZone.   Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts.   Quotes: "We feel like the critical mission of our team is to make baseball fun." - Jared Orton "We exist to create the best possible experience for our fans and every key stakeholder within the organization is aiming directly towards that." - Jared Orton “Don't take things too seriously, especially on social media. It is a platform to be playful as well." - Richard Toutounji   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Jared Orton - LinkedIn Savannah Bananas - Website Jared's Book Recommendation - Unreasonable Hospitality   Merch Sponsor: REX Roundtables - Website and Email REX Leadership Academy - Website Be a Merch Sponsor - Here   REX Wise Words: Richard Toutounji - LinkedIn, Facebook and Instagram COM Marketing - Website    Trusted Suppliers: Eleiko - Website ABC Fitness - Website Instinctive Insights - Website Budderfly - Website   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society Related: Client acquisition, member engagement, fitness marketing, gym growth, customer experience, fitness trends, health and wellness, fitness industry, gym management, business strategy Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Send us a textC4 Leaders – the ONLY nonprofit to utilize the pizza making process to create space for our companions to be seen, heard, and loved.   We also write children's books and use the most amazing handmade, hand-tossed, sourdough pizza to bring out the best in each other.   Please check out PIZZADAYS.ORG to support our important work. Season 5 Episode #5 Dr. Derek Alessi is coming from East Amherst, NY (inform, inspire, & transform)You can find Dr. Derek via his website strengthgenesis.com use POD 1 at checkout for any purchases.  Also download his ebook for FREE here: Cooking with Gold.About our guest:  As America's Premier Health Advocate, Dr. Derek's core belief is that health and fitness are not a result of gimmicks, hype or the latest butt buster. Instead they are achieved by understanding the physiological complexities of the body and the synergistic role that the right kinds of exercise along with supportive nutrition can play in unlocking the healthy body that is inside every one of us.   Dr. Derek is passionate about body fat reduction, medication reduction and helping individuals improve the quality of their lives.  Dr. Derek owns and operates Dr. Derek Health & Fitness and has appeared on over 2100-TV and 400-radio programs throughout the country and has been featured in national print media including Maxim, Burn Fitness for Women and Iron-Man Magazines.Dr. Derek, thanks for sharing your many gifts and talents, for guiding people on their health and fitness journey, for continuing to be passionate about health, fitness, nutrition, and overall well-being, and for being our guest on Life's Essential Ingredients…welcome to the show.TOTD – “Vision without execution is hallucination.”  Thomas Edison Build a habit - to create intention - to live your purpose!In this episode:What was life like growing up?What are your life's essential ingredients?You have been doing this for 30 plus years, how have you evolved as a trainer, coach, nutritionist…how has time, research, technology…changed how you approach what you do…What got you into nutrition and physical fitness?How important is mindset in all aspects of life but in this case, specifically health…The psychology of life…intrinsic vs. extrinsic motivationThe three pillars of success – Right Exercise, Right Diet, Active Management by Right Team…5 step process – Initial Consultation, Skeletal System Alignment, Nutrition, Workout, Sustainability in fitness and sustainability in energy…Importance of knowing what is going on “under the hood” glucose, ketone, body fat and deep sleep tracking along with the right kind of diet and intelligent exercise to extend life and improve lifestyle.Power Sips…congrats on the book, most recent but also have Lose Fat Forever, The Promise, Bermuda Triangle Diet, and Cooking with Gold…Microplastics…and the damage they do to us and to our environment… why do you care with the products you sell?CarbohydratesCoffee, how much caffeine is good for usSeems like you are big on Macadamia Nut Oil…give me your insightWhat's the difference with coconut oil vs. avocado oil?Cold Pressed Oil are they worth the extra money?Amino Acids – we have 9 essential that come from animal products ie the food we eat and our body produces the other 11… repair body tissue, hormones and neurotransmitters, energy source, boost immune system, aid in digestion…how much protein should people take in?Protein SupplementsLegacy   

Are index funds the best investment strategy for most investors? In this episode of Rational Reminder, Benjamin Felix, Dan Bortolotti, and Mark McGrath explore why low-cost index funds should be the primary investment strategy for most people. They explain how index funds evolved from a niche concept to a widely accepted strategy and outline their six key benefits. Learn about the fees associated with index funds, why index funds outperform most actively managed funds, and how to avoid the risks of picking individual stocks. They also explore academic research on long-term mutual fund performance, the persistence (or lack thereof) in active management, and the dangers of alternative indexing schemes. Discover how behaviour impacts investment decisions and why a globally diversified portfolio is crucial. Finally, in the aftershow, Ben shares an update regarding his health and listener feedback from the Rational Reminder community. Join the conversation and uncover why index funds are the best investment strategy and how to leverage them effectively to maximize your portfolio for long-term gains. Tune in now!   Key Points From This Episode:   (0:01:58) Outline of today's topic and why index funds should be everyone's main investment strategy. (0:05:10) Index fund fundamentals, market cap weighting, and why not all ETFs are index funds.  (0:10:03) Learn about the transition of index funds into mainstream finance and their low-fee advantages. (0:13:30) Linking fees to index performance and why lower fees gives them an advantage over managed funds. (0:19:50) The general awareness about index funds and what impact the lack of diversification has on actively managed funds. (0:26:35) Explore critical research comparing the returns on investment between index funds and actively managed funds. (0:33:32) Unpack why the size of the active management industry matters and common misconceptions surrounding the long-term returns of mutual funds. (0:42:26) Discover why some fund managers do well and how sector-specific performance influences stock returns. (0:48:28) Unpack why average returns are better than beating the market and what makes index funds tax efficient.  (0:51:08) Find out what makes index funds easy to use and how this results in higher returns in the long term.  (0:55:25) How index funds are consistent with foundational finance theory and why thematic ETFs and sector-specific index funds should be avoided. (1:05:40) The aftershow: Ben shares a personal health update, Rational Reminder news, and a request for listener AMA questions.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Canadian Couch Potato Blog — https://canadiancouchpotato.com/ Canadian Couch Potato Podcast — https://canadiancouchpotato.com/podcast/ Episode 54: Dr. David Blitzer — https://rationalreminder.ca/podcast/54 Episode 124: Prof. Lubos Pastor — https://rationalreminder.ca/podcast/124 Episode 133: Adriana Robertson — https://rationalreminder.ca/podcast/133 Episode 220: Jonathan Berk and Jules van Binsbergen — https://rationalreminder.ca/podcast/220 Episode 244: Charles D. Ellis — https://rationalreminder.ca/podcast/244 Episode 268: Itzhak Ben-David — https://rationalreminder.ca/podcast/268 Episode 302: Michael Green — https://rationalreminder.ca/podcast/302 Episode 346: Hendrik Bessembinder — https://rationalreminder.ca/podcast/346 Coffeezilla — https://www.youtube.com/@Coffeezilla Coffeezilla: Investing for Idiots — https://www.youtube.com/watch?v=hoGm61I52YQ YCharts — https://ycharts.com/   Papers From Today's Episode:    'The Arithmetic of Active Management' — https://www.tandfonline.com/doi/pdf/10.2469/faj.v47.n1.7 'Sharpening Sharpe's Arithmetic' — https://www.tandfonline.com/doi/full/10.2469/faj.v74.n1.4 'Mutual Fund Flows and Performance in Rational Markets' — https://www.journals.uchicago.edu/doi/abs/10.1086/424739 'Why Indexing Works' — https://onlinelibrary.wiley.com/doi/abs/10.1002/asmb.2271 'Long-Term Shareholder Returns: Evidence from 64,000 Global Stocks' — https://www.tandfonline.com/doi/abs/10.1080/0015198X.2023.2188870 'The Performance of Mutual Funds in the Period 1945-1964' — https://www.jstor.org/stable/2325404 'On Persistence in Mutual Fund Performance' — https://doi.org/10.1111/j.1540-6261.1997.tb03808.x 'Capital Asset Prices: A Theory of Market Equilibrium Under Conditions of Risk' — https://onlinelibrary.wiley.com/doi/full/10.1111/j.1540-6261.1964.tb02865.x 'Passive in name only: Delegated management and index investing' — https://heinonline.org/HOL/LandingPage?handle=hein.journals/yjor36&div=20&id=&page=

As a leader, are you doing everything you can to elevate women in leadership? This episode of the Fitness Business Podcast features insights from global female leaders Mel Tempest and Allison Flatley on elevating women in leadership and ownership roles within the fitness industry. The discussion covers current trends, the importance of empowering women to share their stories, and the need for supportive policies and professional development. The episode also highlights the power of storytelling in marketing, using examples like Mari Llewellyn's Bloom Nutrition and Nike's "Just Do It" campaign. Danielle Krischik shares a formula for creating captivating, relatable, and motivating stories to drive business results. Perfect for gym owners, fitness managers, and studio leaders seeking to improve their leadership skills, enhance their marketing strategies, and foster a more inclusive environment.   Key highlights from the episode: - Women's Leadership: Gain insights on current trends and strategies to elevate women in leadership and ownership roles within your fitness business. - Storytelling for Marketing: Learn how to craft compelling transformation stories to connect with potential clients and drive membership sales, leveraging proven techniques for captivating and motivating audiences. - Inclusive Gym Culture: Discover the importance of supportive policies, professional development, and creating opportunities for women to share their experiences, fostering a more inclusive and thriving gym environment. Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts.   Quotes: "The more women hear other stories of other successful women, the more empowered they are." - Allison Flatley "Women [tend to] undervalue their contribution toward the industry.” - Mel Tempest "There is no greater sales tool for a gym than a transformation story." - Danielle Krischik   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Allison Flatley - LinkedIn Mel Tempest - LinkedIn, Website and Instagram Health & Fitness Association Conference in Las Vegas REX Iron Maiden Roundtable Merch Sponsor: REX Roundtables - Website and Email REX Leadership Academy - Website Be a Merch Sponsor - Here Wise Words: Danielle Krischik - LinkedIn The Story Effect - Website and Instagram Bloom Nutrition & Nike Trusted Suppliers: Max Members - Website Les Mills - Website EVOLT 360 - Website American Barbell - Website   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society Related: Gym management strategies, fitness marketing tips, studio growth, employee retention fitness, staff development programs, gym culture improvement, client engagement fitness, fitness industry trends, leadership development fitness, inclusive workplace Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!  

Fidelity's Ryan McKee highlights recent ETF trends, discusses key considerations with active management, and shares insights into advisor portfolio construction.  VettaFi's Roxanna Islam weighs in on a groundbreaking private credit ETF, Nvidia’s influence on semiconductor ETFs, and the latest surrounding...

Active asset managers promise market-beating returns, but the data tells a different story. In this episode of More than Commas, Cory explores why 90% of actively managed funds underperform over time and how patience, simplicity, and low-cost investing outperform stock-picking strategies. Through stories of legendary investors like Warren Buffett and everyday savers like Ronald Read, we uncover the power of long-term investing. Plus, we dive into the harsh realities of day trading and why even the best managers struggle to sustain success. Tune in to learn why the best strategy isn't about working harder—it's about staying the course.   --   This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.    

Fitness business owners and gym leaders, are you struggling to revive your personal training department? This episode of the Fitness Business Podcast dives deep into the current state of personal training in gyms with experts Richard Boyd and Bob Esquerre, who bring over 20 years of experience. Discover actionable strategies to relaunch or launch a thriving PT program, moving past COVID-era challenges. Learn how to adapt to the modern, educated gym member, measure success beyond revenue, and cultivate a team of trainers who drive member retention and build lasting relationships. Tune in for golden nuggets on transforming your personal training business and creating a culture of excellence within your gym!   Key highlights from the episode: - Upskill your personal trainers to regain authority and effectively engage with today's educated gym-goers. - Celebrate trainers who build relationships and extend member engagement, driving overall gym success. - Ensure clear expectations and consistent training to cultivate a team that embodies your gym's brand and culture, ultimately enhancing customer service and member satisfaction.   Leave us a voicemail!   Leave a rating on Spotify or Apple Podcasts. Quotes: “Fitness business owners around the globe are scratching their head wondering what the hell has happened to my PT department." - JT Tamsett "Properly trained staff that represent your brand is your most important asset. Leaving that to chance is not the right play." - Brent Frueh "The trainer is no longer the authority on the gym floor." - Richard Boyd "Celebrate those trainers that are keeping people the longest." - Richard Boyd   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Bob Esquerre - LinkedIn and Facebook Richard Boyd - LinkedIn Feel Soma - Website Bob Esquerre Recommendation: Three Moves Ahead: What Chess Can Teach You About Business by Bob Rice Richard Boyd Recommendation: Breath by James Nestor   Merch Sponsor: Fast 30 Coach - Facebook Be a Merch Sponsor - Here   In The Trenches With A REXer: Brent Frueh - LinkedIn Rochester Athletic Club - Website, Facebook and Instagram REX Roundtables - Website and Email REX Leadership Academy - Website   Trusted Suppliers: Glen Taylor - LinkedIn, Facebook, and Instagram Fit Into Shape - Website, LinkedIn and Facebook HR Network - Website Myzone -  Website MXM Metrics - Website Atlantis Strength - Website   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society   Related: Gym Management Podcast, Personal Training Business Tips, Gym Owner Podcast, Fitness Industry Leadership, How to Grow a Gym, Member Retention Strategies for Gyms, Fitness Marketing Podcast, Best Gym Business Podcasts, PT Sales Strategies   Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Buckle up for an electrifying episode of the Fitness Business podcast featuring Ingrid Knight-Cohee, the 2024 IDEA Fitness Leader of the Year, who is revolutionizing group fitness with her groundbreaking MSINGI™ program. This isn't just another episode—it's a masterclass in transforming group fitness from an expense line to a profit center, packed with insider strategies for fitness leaders looking to innovate, engage members, and combat the growing epidemic of loneliness. Knight's unique Afrocentric functional movement program offers a fresh perspective on creating connection, motivation, and dynamic fitness experiences that go far beyond traditional workout models.   The episode also features additional perspectives from Jalynn Brown, who provides three key strategies for building strong instructor relationships, and Ken Reinig, an insurance specialist offering valuable business insights.   Key highlights from the episode: - Strategies for instructor retention and building a thriving group fitness team - Innovative approaches to group fitness programming that drive member engagement - Insights into combating social isolation through community-focused fitness experiences Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts.   Quotes: “People need people.” - Ingrid Knight-Cohee "33% [of people] say strength is their number one goal." - Ingrid Knight-Cohee “When you're accountable to an instructor, and when you've got a tribe... your motivation comes easier." - Ingrid Knight-Cohee "Everyone is struggling to find quality instructors right now." - Ingrid Knight-Cohee   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Ingrid Knight Cohee - LinkedIn, Facebook and Instagram Episode 297 - Listen Fitness World - Website Msingi Group Fitness Program - Website and Instagram Merch Sponsor: Pursuit Performance - Website Be a Merch Sponsor - Here In The Trenches With A REXer: Jalynn Brown - LinkedIn Healthworks Fitness - Website REX Roundtables - Website and Email REX Leadership Academy - Website Trusted Suppliers: Ken Reinig - LinkedIn and Website ROR Partners - Website Matrix - Website Performance Foods - Website Digital Revenue Systems - Website   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society Related: Group fitness class, group fitness workouts, class ideas, music playlist, instructor tips, warm up routines, staff retention, employee experience, employee engagement Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

In today's episode, we break down profit shares and performance fees, one of the most debated topics in the asset management industry. Are they a fair way to align incentives, or just another way for fund managers to charge more? We get into the nitty-gritty of who can charge performance fees in India and how it works, the meaning of terms like management fee, hurdle rate, catch-up, and high watermark, and whether performance fees actually create skin in the game for fund managers. We also discuss why losses and performance fees don't go well together, whether investors should care about profit shares or just post-fee returns, and whether paying a performance fee is ever worth it. We also explore some of the murky areas of the industry, including hidden fees, commission structures, and the psychology behind why investors accept certain charges without question. At Capitalmind PMS, we don't charge a performance fee, and we explain why we chose this model. If you've ever wondered how fee structures impact your long-term returns, this episode is a must-listen. 00:00 Introduction and Disclaimer 00:42 Overview of Performance Fees 02:35 Understanding Management Fees 05:32 Performance Fees and Hurdle Rates 07:34 Catch Up and High Watermark Concepts 11:04 Complexities in Fee Structures 14:31 Skin in the Game and Incentives 29:34 Management Fee Only Model 31:17 Incentives and Performance in Fund Management 32:43 Principles of Charging Profit Share 33:14 Small Funds and Profit Share Justification 34:41 Mutual Funds and Profit Share Dilemma 35:49 Historical Examples and Active Management 37:37 Challenges in Asset Management 45:20 Regulatory Perspectives on Fees 51:09 Evaluating Investment Options 56:52 Final Thoughts on Profit Shares

Do you have a “me” or a “we” fitness business? Zach Colman reveals the transformative concept of building a community brand in the fitness industry. He explains that a community brand is more than just a platform—it's an evolution from a personal brand to a collective ecosystem of shared values and experiences. Coleman emphasizes that modern fitness businesses must move beyond transactional interactions, recognizing that people now crave genuine connections and meaningful experiences. By focusing on core values, communication, and creating an environment where members feel understood, fitness leaders can differentiate themselves in a competitive market. You'll also hear from Jared Williams about the best equipment layout for your gym, as well as Hailey Rowe about a time management strategy that will help you stay organized and on track. Key highlights from the episode: How to transition from a "me" to a "we" business model. Developing a brand culture that aligns team values and member experiences. Creating an advocacy ecosystem that goes beyond traditional fitness services. Leave us a voicemail! Leave a rating on Spotify or Apple Podcasts.   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Zach Coleman - LinkedIn, YouTube and Instagram GymMark - Website Merch Sponsor: Be a Merch Sponsor - Here In The Trenches With A REXer: Jared Williams - LinkedIn The Dynamic Fitness - Website, LinkedIn, Instagram and Facebook REX Roundtables - Website and Email Wise Words: Hailey's Website, Instagram, Facebook, and LinkedIn. Hailey's Podcast. Trusted Suppliers: Sarah Pellegrino - LinkedIn Wellness Space - Website Smart Health Clubs - Website Saltbox - Website Reinig Insurance - Website Club Com - Website, LinkedIn, Instagram and TikTok About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society Related: Community Brand Development, Fitness Business Strategy, Brand Identity for Gyms, Athletic Brand Marketing, Fitness Community Building, Gym Member Experience, Values-Based Business Leadership, Fitness Industry Branding, Community-Focused Fitness, Gym Marketing Strategies, Personal Brand Evolution, Fitness Business Ecosystem, Member Retention Techniques, Athletic Brand Communication, Fitness Community Advocacy

In this episode, William Green speaks with Barron's Roundtable member Bill Priest, who is Vice Chairman of TD Wealth and founder, Chairman, and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books, including “Winning at Active Management.” Having prospered for six decades in the financial markets, Bill has seen it all. Here, he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 06:50 - How Bill Priest fell in love with the stock market. 40:30 - Why he focuses relentlessly on free cash flow & cost of capital. 41:11 - How he goes about analyzing a business.  48:41 - Why growth stocks may start to struggle. 50:47 - Why he's worried about the threat of stagflation.  59:16 - How investors can protect themselves from an unknowable future. 1:03:36 - Why AI is unstoppable, not just another bubble. 1:07:35 - Why he'd be “very careful” about investing in China. 1:15:38 - Why you should keep ample cash to ride out difficult times. 1:17:20 - Why his exposure to equities is much lower than usual. 1:21:16 - How to be a successful leader. 1:57:16 - What he's learned from his daughter about happiness. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Bill Priest's investment firm, Epoch Investment Partners. Bill Priest's book, “Free Cash Flow & Shareholder Yield.” Bill Priest's book, “Winning at Active Management.” Anne Applebaum's book “Autocracy, Inc.” Ruchir Sharma's book, “What Went Wrong with Capitalism.” William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found Unchained The Bitcoin Way Vanta Fintool PrizePicks Onramp SimpleMining TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

With a staggering 181% increase in strength equipment usage between 2012 and 2022, as reported by Track My Gym, strength training has become the hottest trend in the fitness industry. In the first episode of the new season of the Fitness Business Podcast, host Justin Tamsett explores this trend with key expert Paul Byrne, as well as explores other key strategies with industry experts Jennifer Poljacik, David Steele, and Lauren Becker. The episode covers enhancing leadership, driving innovation, and boosting profits through developing a growth mindset, creating a strong culture, investing in team members, and leveraging technology to improve the member experience.   Key highlights from the episode: - Paul Byrne discusses the strength training trend and its implications for gym businesses. This trend is driven by social media, influencers, and changing consumer preferences. - Delivering exceptional customer service is crucial for gym businesses. Key strategies include defining service standards, understanding customer needs, and going the extra mile to create raving fans.  - Modern marketing in the fitness industry requires a shift from linear CRM processes to more organic and responsive interactions. Utilizing texting, AI, and retargeting ads can automate and speed up the marketing process, focusing on convenience, reviews, and ease of membership to attract and retain customers. Leave us a voicemail!   Our favorite quotable moments: “Consider making your gym [micro] influencer friendly. You have a room in the back where you have good lighting, you have the equipment you need. They can go back there and make it a place where they like to come and shoot their content.” - Paul Byrne “Creating the best customer experience can only benefit your bottom line and increase customer retention and staff satisfaction... One of the most helpful tools that I have used with my teams over the years is a wonderful book called Raving Fans by Ken Blanchard and Sheldon Bowles.” - Jennifer Poljacik "It's time to rethink the way we think of our prospects and how they interact with us, to get them from looking at us - to membership... We need to make it better." - David Steele   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Paul Byrne - LinkedIn Harrison Co - Website Link to Strength Training Report - Access Here Link to GLP-1 Report - Access Here Merch Sponsor: GRIT Fitness - Website Be a Merch Sponsor - Here In The Trenches With A REXer: Jennifer Poljacik - LinkedIn 212 Fitness - Website and Facebook REX Roundtables - Website and Email Wise Words: David Steele - LinkedIn Sneeze It - Website Trusted Suppliers: Club Com - Website, LinkedIn, Instagram and TikTok Lauren Becker - LinkedIn Wellness Space - Website Solution One - Website Egym - Website   About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations. Related: weight training, beginner weight lifting, weight lifting program, strength exercises, strength training for women, strength training for seniors, strength training for women over 50, strength training for beginners, training for women, workout for women, gym workout, weight training

J.P. Morgan's Jon Maier highlights the firm's suite of ETFs and discusses the industry's accelerating momentum behind active management.  VettaFi's Roxanna Islam offers insights into the recent Nasdaq-100 index rebalance and its connection to broader ETF trends.

  ## Show Notes ### Episode Overview In this timely episode, we dive deep into recent market movements, analyzing the Federal Reserve's latest decision and its impact on various market […] The post Market Volatility and Active Management: Why Portfolio Flexibility Matters appeared first on Dupree Financial.

John Garrett overviews MFS's recently-debuted active ETFs and makes the case for active management despite major inflows into passive ETFs this year. He talks about how MFS's platform seeks to achieve sustainable business models regardless of what the technicals say. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Want to boost your fitness business's sales and communication skills? Think outside the box! Improv is no longer just a drama term; it's a unique strategy that can help you have conversations with better results. By incorporating improv techniques into your sales and service training, you can enhance active listening, build rapport, and handle objections with confidence. By mastering the art of "Yes, And," your team will become more adaptable, creative, and effective in every interaction. Key Takeaways: Enhance Active Listening: Improv teaches you how to listen to your clients and members, understanding their needs and concerns. This leads to more meaningful conversations and stronger relationships. Build Rapport and Trust: By practising improv, your team will develop the ability to connect with people on a deeper level, building trust and rapport. This is essential for closing sales and retaining members. Handle Objections with Confidence: Improv empowers you to think on your feet and respond to challenges with creativity and flexibility. This will help your team overcome objections and find solutions that satisfy both parties. Leave us a voicemail!   Our favourite quotable moments: “‘Yes, and' is the one rule. And when you do that one rule, you say yes and you get all the benefits.” - Mary DeMichele “‘Yes, and”… those two words gain access to the brain, and it balances our nervous system. And when you balance the nervous system, you bring the brain online and you get all those benefits.” - Eric Tepper “Whether we're saying it out loud or we're doing it in another nonverbal way, that ‘yes' creates enough safety to help our brain turn back on.” - Mary DeMichele   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Eric Tepper - LinkedIn Selling Wellness - Website, Facebook and Instagram Mary De Michele - LinkedIn One Rule Improv - Website, Facebook and Instagram   Wise Words Guest: Chris Stevenson - LinkedIn Marisa Hoff - LinkedIn The Empower Group - Website   In The Trenches With A REXer: Shania Parker - LinkedIn Peak Health & Wellness Center - Website   Merch Sponsor: Physiq Fitness - Website, Facebook and Instagram   REX Trusted Suppliers: Max Members - Website Les Mills - Website EVOLT 360 - Website American Barbell - Website   REX Roundtables - Website and Email   About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations. Related: Improv for sales, improv for customer service, improv techniques for fitness professionals, improv for fitness business training, how to improve communication skills in fitness, sales technique for fitness, customer service tips for fitness, leadership skills for fitness managers, build rapport with clients, overcome objections in sales

On this week's show: Worried about the stock market after the election? Developing your own personal pension. 8 things to check off your list before retirement. The advantages of choosing an independent financial advisor. Like this episode?  Hit that Follow button and never miss an episode!

Are you not sure if AI is right for your fitness business? This episode is a deep-dive into how your business could be using AI to streamline your operations, personalise the client experience, and ultimately improve business efficiency. Host Justin Tamsett speaks with Dr Ted Vickey, a fitness technology strategist, to discuss how AI tools like ChatGPT can help improve your gym or studio. You'll learn real-life applications and how personal trainers, gym owners and managers are taking advantage of AI today. Listen to this episode and get ready to enhance leadership, drive innovation, and boost profits.   Key Takeaways: AI's Role in Fitness: AI can automate repetitive tasks, personalise client experiences, and analyse data to inform decision-making. ChatGPT's Applications: ChatGPT can be used to generate workout programs, create personalised content, and even draft emails. The Future of Fitness Professionals: While AI can automate certain tasks, it's unlikely to replace the personal touch and expertise that human trainers provide. Overcoming Misconceptions: The hosts address common misconceptions about AI, emphasising its potential to enhance rather than replace human capabilities. Leave us a voicemail!   Our favourite quotable moments: “When you combine awareness, practice and experience, you're not just reacting to life, you're responding and shaping it in the way you want it to look.” - Brian Weaver “70% of the tasks that you do as a fitness professional can and should be replaced by ChatGPT.” - Ted Vickey “Let AI do what it's good at: the repetitive stuff.” - Ted Vickey “Clients are looking to us as an expert. We need to be able to take AI information and bring it to a level where our clients can understand it.” - Ted Vickey   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Dr Ted Vickey - LinkedIn, Facebook and Instagram. Fit Well - Website Fit Well Academy - Website The Fitness Professionals Guide to ChatGPT by Dr Ted Vickey - Buy now. First Chapter Giveaway Offer (Connect with Ted on LinkedIn)   Wise Words Guest: Brian Weaver - Website LinkedIn Instagram Facebook   In The Trenches With A REXer: Jason Jaquays-Tarbox - Website and LinkedIn   Sponsor's Pitch: Clint with Max Members - Website    Merch Sponsor: Myzone - Website   REX Trusted Suppliers: Power Systems - Website Myzone - Website MXM Metrics - Website Digital Revenue Systems - Website REX Roundtables - Website and Email   About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations. Related: AI in fitness business, ChatGPT for fitness, Streamline fitness business operations, Personalize client experience in fitness, AI tools for gym owners, Future of fitness professionals with AI, AI and fitness misconceptions, How to use AI to boost fitness profits, fitness technology, fitness podcast

Are you looking for a unique and effective way to market your gym, attract new members and retain members and staff? Podcasting is the answer. In this episode, we chat with podcast producer Jamie Kennedy, exploring how gyms can leverage podcasts to build community, increase member and staff retention, and position themselves as thought leaders in the fitness industry. Key Takeaways: - Podcasting is a powerful storytelling tool. Use it to share your gym's story, highlight member success stories, and provide valuable fitness tips and advice. - Podcasting can improve member retention. By providing valuable content and fostering a sense of belonging, podcasts can help keep members engaged and motivated. - Podcasting can position your gym as a thought leader. By sharing expert insights and industry knowledge, you can establish your gym as a go-to resource for fitness information. Podcasting can be a valuable tool for gym leaders who want to increase their visibility, build community, and attract new members. Listen to this episode to create a successful podcast that will help your gym stand out from the competition. Our favourite quotable moments: "Storytelling is an incredible way to sell your offering, your product, your service." - Jamie Kennedy "Podcasts can be a great tool for the top of the marketing funnel (building awareness)." - Jamie Kennedy "Your job is to create a podcast that is helping solve your target audience's biggest struggles." - Jamie Kennedy If you're loving the podcast, please leave a review on Spotify or Apple Podcasts! Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Jamie Kennedy - LinkedIn Brave Moon Podcasts - Website Resources: Free podcast launch guide for leaders in health & fitness - Download today. Podcastle - Podcast recording and transcription platform option 1. First 3 hours are free. Riverside - Podcast recording and transcription platform option 2. Acast - Podcast hosting platform option 1. Libsyn - Podcast hosting platform option 2. Building a StoryBrand by Donald Miller Stories that Stick by Kindra Hall Wise Words Guest: Dr Paul Bedford - Website LinkedIn Instagram Facebook YouTube In The Trenches With A REXer: Troy Morgan - Website and LinkedIn Willows Gym - Website  Sponsor's Pitch: MXMetrics - Website and LinkedIn Jason Abucejo - LinkedIn REX Trusted Suppliers: ROR Partners - Website Precor - Website Performance Foods - Website REX Roundtables - Website and Email About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations. Related: start a podcast, start a podcast business, fitness business marketing strategies, podcast marketing strategy, podcast marketing trends, podcast marketing online, podcast marketing tips, fitness business ideas, fitness business growth, member retention Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Talk Money with Jim ShoemakerJoin Jim Shoemaker, Timothy Meggs, and Scott Jordan as they cover points on the “Importance of Active Management in Fixed Income Investing". Cullen West will share the difference in "Investing in Experiences vs. Investing in the Future"                                      "Helping You Make the Most of Your Money”                                     Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138

In today's show: 2:07 The Rise of Exchange-Traded Funds 4:20 Active Management vs. Passive Strategies 6:40 Choosing the Right Funds 9:06 The Performance of Popular ETFs 9:50 Trends in ETF Closures 11:18 Listener Questions Begin 14:56 Navigating 403B Fund Options 16:59 Mortgage Refinancing Considerations Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Passive Wealth Show, Jim Manning hosts Todd Van Meter from Blue Hat Wealth, discussing real estate investments, tax strategies, and transitioning from active to passive investments. Todd, a seasoned investor with 40 years of experience, shares his journey from property management to engaging in less hands-on investment approaches through real estate funds and syndications. The main points covered include: - Todd's transition from active property management to seeking passive investment opportunities, aiming for better tax efficiencies and lifestyle changes. - A detailed explanation of using installment sales to defer taxes effectively, particularly focusing on selling to a trust that allows for controlled and gradual realization of income. - Discussion of various real estate investment strategies and the pros and cons of different asset types and management approaches. - Insights into the installment sale process to a trust, providing a method for maintaining capital by deferring taxes and reinvesting the proceeds in other revenue-generating avenues. - Broader tax strategy considerations and tips on how to handle large portfolios, including the use of trusts to manage and sell properties without incurring immediate large tax liabilities. Todd emphasizes the importance of adapting investment strategies to personal life stages and goals, aiming for financial efficiency and reduced operational involvement over time.

As a gym owner, you're constantly striving to grow your business and provide the best possible experience for your members. But did you know that joining a national fitness association can significantly impact your bottom line, including member and staff retention? Key Takeaways: - The importance of advocacy: Discover how industry associations are lobbying governments to create favourable policies for gyms. - The benefits of joining an association: Learn about the resources and support available to members, such as networking opportunities, educational materials, and industry expertise. - How to advocate for your business: Gain insights into effective advocacy strategies that can help you shape the future of the fitness industry. By listening to this episode, you'll gain a deeper understanding of the role of industry associations and how they can benefit your gym. Don't miss this opportunity to learn and grow your business. Listen to the episode now! Our favourite quotable moments: “If you can't talk dollars to the government, they're not interested." - Barrie Elvish "We need to be part of the health continuum moving forward. And we are leading fitness through health." - Liz Clark "EQ is responsible for upwards of 60% of workplace performance." - Lindsay Vastola "[The Fitness industry] needs to be recognized as a key player in preventive healthcare." - Barrie Elvish If you're loving the podcast, please leave a review on Spotify or Apple Podcasts! Resources: Continue the conversation in our LinkedIn Community Mystery Shopping for Fitness Businesses - Website Barrie Elvish - LinkedIn AusActive - Website Liz Clark - LinkedIn Health & Fitness Association - Website Richard Beddie - LinkedIn Exercise New Zealand - Website Fit for Office - Website Myzone - Website Wise Words Guest: Lindsay Vastola - LinkedIn and Website Vast Potential - Website Sponsor's Pitch: Egym - Website Dana Milkie - LinkedIn REX Trusted Suppliers: Smart Health Clubs - Website Saltbox - Website Reinig Insurance - Website Club Com - Website REX Roundtables - Website and Email About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations. Related: Fitness industry advocacy training, public health campaigns, mental health awareness, physical activity promotion, physical activity promotion video, member retention, member retention strategies, gym member retention, Emotional intelligence (EQ), emotional intelligence in the workplace, COVID-19 impact on fitness industry, Membership cancellation laws, gym membership sales, gym membership cancellations, gym owner, gym manager

In this episode, Monika discusses recent changes in life insurance policies that have resulted in improved surrender values for policyholders starting October 1, 2024. Previously, policyholders faced harsh penalties for exiting mid-term, but now they can recover more than 70% of their premiums even after the first payment, and nearly 90% after five payments. This is a significant step towards better treatment of investors, though the insurance industry may still try to navigate around these regulations. Next, Monika clarifies that an SWP, or Systematic Withdrawal Plan, is not a standalone product but a method for withdrawing funds from a mutual fund. She emphasizes the importance of understanding how withdrawals can impact overall returns. Lastly, Monika addresses listener queries, including Upasana's concerns about rising expense ratios in her mutual fund, Saurabh's questions about portfolio efficiency concerning capital gains taxes, and Visvesara's search for alternative investments after selling a property. She provides insights and advice to help listeners make informed decisions. Chapters: (00:32 - 00:29) Life Insurance Changes: A Long-Awaited Victory (00:30 - 05:41) Understanding Surrender Value (05:42 - 07:32) Decoding Systematic Withdrawal Plans (SWP) (07:42 - 12:16) Expense Ratios: What You Need to Know (12:19 - 14:25) Evaluating Investment Portfolios: Small Cases and Active Management (14:28 - 17:23) Exploring Real Estate Alternatives https://www.amfiindia.com/investor-corner/knowledge-center/Expense-Ratio.html  https://www.valueresearchonline.com/funds/selector/category/142/hybrid-dynamic-asset-allocation/?end-type=1&exclude=suspended-plans&plan-type=direct&tab=snapshot https://www.valueresearchonline.com/my-investments/  If you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠  Monika's book on basic money management ⁠www.monikahalan.com/lets-talk-money-english/⁠ Monika's book on mutual funds ⁠www.monikahalan.com/lets-talk-mutual-funds/⁠ ⁠-funds/⁠ Monika's workbook on recording your financial life www.monikahalan.com/lets-talk-legacy/⁠ Calculators ⁠investor.sebi.gov.in/calculators/index.html⁠ You can find Monika on her social media @monikahalan.  Twitter ⁠@MonikaHalan⁠ Instagram ⁠@MonikaHalan⁠ Facebook ⁠@MonikaHalan⁠ LinkedIn @MonikaHalan Production House: inoutcreatives.com Production Assistant: Anshika Gogoi

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth Management. Jason and Matthew discuss ​​their integrated approach to wealth management and financial planning, as they share insights on investment management, client goals, and the importance of a holistic perspective.

ETF Action's Mike Akins offers perspective on many of the biggest stories in ETFs and looks ahead to the industry's future.  VettaFi's Stacey Morris highlights a bright spot within the energy sector and discusses the potential impact of the upcoming...

Fitness Business Podcast is back! Version 3.0 kicks off with an episode to knock your (gym) socks off. Are you struggling to increase your fitness business's bottom line? This episode of the Fitness Business Podcast reveals five proven strategies that can help you boost profits and take your business to the next level. Key Takeaways: - Maximize lead generation and boost retention. Discover how to audit your sales system and capture more leads to increase revenue, as well as learn effective strategies to keep members engaged and extend their memberships, resulting in higher profitability. - Motivate your team. Uncover how to create a positive and supportive work environment that inspires your staff to deliver exceptional service. - Optimize your gym's finances. Learn how to pay yourself a fair salary and save excess cash in high-yield accounts to build wealth. Listen now to discover actionable steps you can implement today to drive growth and success in your fitness business. Our favourite quotable moments: “If you want a line of people wanting to work for you, including those who already do, then start caring about your team as humans first and team members second.” - Justin Tamsett "To fully understand perceived value, you must see your entire business through the eyes of your customer." - Justin Tamsett "[Digital signage] becomes an additional communication tool that could help increase revenue and reduce costs." - Taylor Watkins "What we leave behind is not set in stone monuments, but what is woven into the lives of others." - FBP Community Signoff If you're loving the podcast, please leave a review on Spotify or Apple Podcasts! Resources: Continue the conversation in our LinkedIn Community. Keepme.ai - Website Mystery Shopping for Fitness Businesses - Website Profit First book - Amazon Episode 24 with Mike Michalowicz Dr Paul Bedford - LinkedIn Mike Michalowicz - Website Wise Words Guest: Alan Leach - LinkedIn Sponsor's Pitch: Digital Revenue Systems - Website REX Trusted Suppliers: Wellness Spaces - Website Solutions One - Website Egym - Website REX Roundtables - Website and Email About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations. Related keywords: Fitness Business Lead Generation Strategies, Increase Retention Rate at Fitness Clubs, Staff Training for Fitness Sales, Referral Programs for Fitness Gyms, High-Yield Savings Accounts for Business, Fitness Business Staff Motivation Techniques, Gym Owner Salary Optimization, Digital Signage Solutions for Fitness Clubs, Fitness Industry Government Lobbying

September – not usually the best seasonal trends A question: Diversification – what is it and why do I need it? Active Management and Passive Strategies – a primer. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (N/A)

Are you a gym owner or manager looking to improve conversions from prospects to members, member satisfaction, employee retention, innovation and profitability? Many fitness podcasts focus solely on lead generation, but we believe the real key to long-term success lies in effective leadership and reducing churn of both staff and members. Host Justin "JT" Tamsett, a leader in the global fitness and wellness culture, brings you actionable advice from multiple industry experts in each episode. With over 1 million downloads, this podcast offers brilliant strategies to overcome challenges in the fitness industry today. Whether you run a big-box gym or boutique studio, this podcast is your lifeline to hands-on experience. Educate yourself today on how to hit record sales numbers, boost member retention, build a high-performing team, and skyrocket your revenue through strong leadership. Listen and subscribe now! Join our email list. Join the Fitness Business Podcast community. Q: Is this podcast right for me?A: The podcast is for independent, chain and franchise owners, managers and department managers ready to be the best: Planet Fitness, LA Fitness, Equinox, Anytime Fitness, PureGym, David Lloyd Leisure, Virgin Active, Snap Fitness, Crunch Fitness, F45, Pure Barre, Barry's Bootcamp, SoulCycle, Psycle, The Movement Nation, and much more. Q: How often are new episodes released? A: New episodes drop twice a month, delivering valuable education to help you grow your fitness business. Q: What can I expect to learn from the show this season? A: Expect to learn about building strong communities, boosting member retention, creating a better employee experience, and navigating the future of fitness. Q: Who are your sponsors? A: This show is supported by REX Roundtables and Active Management. About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations.

What if you could navigate market volatility like a pro? Join us as we sit down with Katie Stockton, a Chartered Market Technician from Fairlead Strategies, who shares her expert insights on the recent spike in market volatility and its profound implications. Katie walks us through the transition from long-term bullish trends to a more cautious neutral stance, and what it means for future market pullbacks and opportunities. Learn about the pivotal shift in market leadership from high beta growth stocks to more stable value stocks, and how this balance is playing out between large caps and small/mid-caps.Sector dynamics are also under the spotlight as Katie highlights the potential revival in the energy and materials sectors. Hear about the promising signals from energy ETFs like XLE, OIH, and XOP, and the recovery prospects for base metals, especially copper. We also explore gold's unique bullish setup in the current commodity cycle and compare the defensive roles of healthcare and utilities sectors in today's market. Katie's breakdown offers a comprehensive view of sector shifts and how investors can position themselves to take advantage of these trends.Active management in volatile markets is a focal point as Katie explains how active managers can outperform through effective risk management and drawdown mitigation. Discover the significant role of technical analysis in identifying market trends and managing risk, particularly when fundamental factors take a backseat. Gain insights into the shifting dynamics of small cap and large cap benchmarks, the influence of the dollar's strength on market sectors, and the incorporation of international equity markets. This episode is packed with valuable advice and strategies, making it essential listening for any investor looking to navigate these turbulent times with confidence.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss educating clients about different investment options and strategies, the four pillars of wealth management, and Erold's journey from communist Albania to managing a billion-dollar practice. Erold Merko is a Chartered Retirement Planning Counselor™ with over 15 years of experience in the financial services industry. He is a tenured financial advisor who provides comprehensive, sophisticated plans that guide clients in their pursuit of financial independence. Erold and his team understand the value of their clients' hard work and are dedicated to cultivating and preserving their wealth and legacies. Erold joined Raymond James in 2021. Previously, he was a senior wealth management advisor with the Teachers Insurance and Annuity Association (TIAA) for over nine years. At TIAA, he led a team of four investment professionals managing a portfolio of clients with over $1.2 billion in assets. Prior to joining TIAA, he was a retirement consultant with Freedom One Financial Group.

In today's episodes, Sean Mullaney, the FI Tax Guy answers questions from Mindy (and Carl).Please note: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Mindy, Carl, and the Mindy On Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Is the stock market overvalued?What do you do if you have a high stock concentration?Donor advised funds!Sean's workLinks:Sean Mullaney: https://fitaxguy.com/Macrotrends: https://www.macrotrends.net/Simple Path To Wealth: https://amzn.to/4cwwUByThe Arithmetic of Active Management https://web.stanford.edu/~wfsharpe/art/active/active.htmBogleheads conference: https://www.bogleheads.org/forum/viewtopic.php?t=429430Mindy on Money: https://www.mindyonmoney.comMindy on Money facebook group: https://www.facebook.com/groups/mindyonmoneyThanks for listening!

State Street's Bartolini explains asset flow trends that could lead to a record-setting 2024.

With a wealth of experience as a market theoretician and a prolific contributor to financial discourse, today's guest is uniquely positioned to guide us through the complexities of index fund dynamics. Joining us to discuss the problems that passive investing may be causing in financial markets (and what people should do about it) is Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management. Tuning in, you'll learn about the ramifications of the surging popularity of indexing and the sobering reality of mounting market inelasticity, backed by compelling evidence that underscores the challenges facing today's financial landscape. The insights in this episode extend beyond mere observation, with Mike offering policy recommendations and strategies to address the structural issues affecting our markets. While this conversation is certainly challenging, philosophical, and even alarming, it isn't purely theoretical. It's a call to action to safeguard the integrity of our financial systems. So, be sure to join us as we navigate the nuances of indexing and passive investing at large, guided by the expertise and foresight of one of finance's most respected voices!   Key Points From This Episode:   (0:05:48) The negative effect that the growth of indexing is having on financial markets. (0:07:37) Insight into the XIV trade that strengthened Mike's belief in this view. (0:13:49) Defining the problem that indexing is causing (which might seem like a good thing). (0:15:57) How market cap-weighted index funds differ from closet index funds. (0:16:57) Indications that markets are becoming increasingly inelastic over time. (0:19:21) Why flows into cap-weighted index funds differ from the overall aggregate of active. (0:24:21) Active versus passive investing in public versus non-public markets. (0:25:57) The catastrophic event that could be caused by index funds (and how to avoid it). (0:30:51) Why we need to rethink the definition of passive investing and the value of diversity. (0:36:10) Market inelasticity versus inefficiency and the impact of active manager performance. (0:41:38) How investors should shift their strategy to respond to the current market structure. (0:53:01) Regulatory recommendations: who actually needs to step up and do something. (0:54:30) Mike's outlook on US expected returns, market volatility, and 401(k)s. (1:01:50) Why Bitcoin isn't the solution to all of our monetary and fiscal policy problems. (1:05:22) The definition of success in Mike's life (and why it's completely non-financial). Links From Today's Episode:   Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ ‘Yes, I give a fig… Thoughts on markets from Michael Green' — https://www.yesigiveafig.com/ Michael Green on Substack — https://substack.com/@michaelwgreen Michael Green on LinkedIn — https://www.linkedin.com/in/michael-green-9a15142/ Michael Green on X — https://twitter.com/profplum99 Nassim Nicholas Taleb — https://www.fooledbyrandomness.com/ Valentin Haddad — https://sites.google.com/site/valentinhaddadresearch/ Jean-Philippe Bouchaud — https://bouchaud.substack.com/ Marco Sammon — https://marcosammon.com/research/ Ralph Koijen — https://www.koijen.net/index.html David Einhorn — https://twitter.com/davidein   Books From Today's Episode:   The Black Swan — https://www.amazon.com/dp/081297381X Adaptive Markets — https://www.amazon.com/dp/0691135142   Papers From Today's Episode:    ‘How Competitive is the Stock Market? Theory, Evidence from Portfolios, and Implications for the Rise of Passive Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3821263 ‘How Competitive is the Stock Market?' Slides — https://drive.google.com/file/d/1QTxuFI7eK_RJwaV3ncAjX41pEb1anLeM/view ‘Do Active Funds Do Better in What They Trade?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4624934 ‘The Passive-Ownership Share Is Double What You Think It Is' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4188052 ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386 ‘Sharpening the Arithmetic of Active Management' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2849071 ‘Long Volatility, Asymmetric Alpha, Negatively Correlated Alpha, Convex Crisis Alpha' Slides — https://www.macrovoices.com/guest-content/list-guest-publications/3860-logica-capital-active-to-passive-for-macrovoices/file ‘The Greatest Story Ever Sold: The Impact of Passive Investment on Markets' Slides — https://utahfpa.org/images/downloads/Library_Documents/market_policy_presentation.pdf ‘The Inelastic Markets Hypothesis' — https://www.nber.org/papers/w28967

Today's guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He's written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama.  In today's episode, Ken shares what topic he and Professor Fama disagree on. Then we get into a number of topics: what it means to truly be a long-term investor, the global market portfolio, misconceptions around stock buybacks, and much more. (01:17) - Welcome to our guest, Kenneth French (03:35) - Investing in FAANG Stocks: Should You Expect Unexpected Returns? (07:10) - Deciphering an investors skill vs. luck (15:12) - Having an investment plan (20:24) - The global market portfolio (25:02) - Thoughts on gold and other commodities (26:26) - Incorporating human capital (32:12) - Ken's thoughts on stock buybacks (35:36) - Improving financial education (40:10) - Disagreement, Taste, and Asset Prices (44:05) - Ken's most controversial opinion (46:37) - Ken's most memorable investment Resources Ken's website The Best Way To Add Yield To Your Portfolio by Meb Faber The Arithmetic of Active Management by Bill Sharpe Things I've Learned from Gene by Kenneth French ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital. Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices