Podcasts about Allocation

John Claisse explores the evolution of alternative investing, from private markets and hedge funds to AI, digital assets, due diligence and opportunities across Asia.Albourne has expanded from its genesis in Sussex in 1994, to one of the most recognized global investment advisors in the world of alternatives. It is unusual both as an employee-owned organisation, and because it has adhered to its original vision of advising only and never to manage capital. John Claisse frames the alternative industry today. He discusses institutional priorities, the change in allocating behaviour, the secular shift of retail flows into private assets, and what clients want across the alternative assets spectrum. He discusses private equity and private credit trends in light of the current malaise, and why he expects further growth in these asset flows in the years ahead.  He weighs some of the investment dilemmas facing allocators, why Hedge Fund interest is strong, why digital assets are being increasingly scrutinised for their potential appeal, and where investment allocations might be headed. *Please note that at the 53:00 mark, Simon Sebag Monetfiore's upcoming book is mistakenly titled The Crucible. The correct title is The Cauldron: The Making of the Modern Middle EastThe Money Maze Podcast is kindly sponsored by J.P. Morgan Asset Management*, IFM Investors, World Gold Council and LSEG.*During the episode we cite J.P. Morgan Asset Management as Europe's leading active ETF provider by assets under management. This is sourced from J.P. Morgan Asset management and Bloomberg, data as of 30 March 2026.

L.A. County's allocation of relief monies, and other misuse of resources prior to state tragedies. Also, providing married, stay at home parents an approx. $9000 per child subsidy.

Should federal retirees still own stocks? Charles thinks that's the wrong question — the real one is how much. This video walks through the two enemies of your TSP in retirement, inflation and a major market correction, and why the answer to one makes the other worse if your money is all in one pile.━━━━━━━━━━━━━━━IN THIS VIDEO YOU CAN LEARN━━━━━━━━━━━━━━━- Why "should I own stocks" is the wrong question for a federal retiree- What the TSP's own L Income Fund implies about how much growth retirees still need- Enemy #1: how the G Fund can quietly leak purchasing power to inflation- Enemy #2: what a major correction does to money you're actively withdrawing from- Why separating income money from growth money changes the math- The pro-rata rule: why you can't just take your withdrawal from the G FundHow much of your TSP is sitting in the G Fund right now? Drop the percentage below

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Forex Trading, Gold, 401k Allocation, Positions Sizing, Good ETFs to Invest In, Short Selling vs Put Options, Investing in Industrials, 403B, Saving to Buy a House, Physical Gold or Gold Stocks, Stop Orders, Inflation and Your Portfolio, Big Tech Earnings, Investment Loss, Dividend Reinvestment Plan (DRIP), Sectors to Invest In, ETFs Analysis.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Dr. Beckett discusses “The LCS Spectrum,” arguing that local card shops can succeed in many different ways, from old-school vintage-heavy stores to modern, high-end shops focused on new product, breaking, events, and social media. He proposes an idea for a directory or app that profiles shops with verified answers so travelers and customers know what a store offers, and so manufacturers like Fanatics, Panini, Upper Deck, and others could use consistent criteria for direct accounts and allocations. Using his former Dallas shop First Base as an example, he outlines categories for evaluating an LCS, including business sustainability, market/location, product mix, physical presentation, repeat business, creating collectors, people development, hobby citizenship, reach beyond local geography, and a distinctive “claim to fame.”   00:23 The LCS Spectrum Idea 02:10 Old School vs Modern Shops 03:30 Why Categorize Shops 04:10 Dealers and Hobby Economics 05:52 1 Real Business Basics 06:48 2 Location and Market 07:46 3 Product Mix Inventory 09:08 4 Store Presentation 09:54 5 Repeat Business 10:11 6 Creating Collectors 11:40 7 People Development 12:30 8 Hobby Citizenship 12:55 9 Reach and Celebrity 13:50 10 Claim to Fame 14:33 Modern Requirements and Allocation    

Sure, you own index funds. But 99% of portfolios have a "shade of gray" that's more active than we realize. This episode dives into the "shades of gray" in passive investing and how they affect our portfolios and benchmarks.  Looking for a financial planner?  → PlanWithJesse.com Jesse explores an important distinction that many investors overlook: owning passive funds does not necessarily mean you have a passive portfolio. He explains why passive investing remains a strong strategy, using research on the small number of stocks responsible for most market returns, the drag created by active-management fees, and the difficulty of separating investment skill from luck. From there, Jesse examines how allocation choices—such as favoring U.S. stocks, concentrating in technology, or tilting toward small-cap and value stocks—represent active decisions even when implemented entirely with index or rules-based funds. He then connects those decisions to benchmarking, explaining why investors need relevant benchmarks that reflect their portfolio's asset classes, geography, risk, and intended strategy. Ultimately, Jesse argues that investors should understand where their portfolios deviate from the broader market and use thoughtful benchmarks to determine whether those choices are delivering the results and risks they intended. Key Takeaways: • Beating the market is possible, but the odds are not 50/50. Stock returns are highly skewed, with a relatively small percentage of companies responsible for much of the market's long-term performance. • Diversification increases the odds of owning the market's relatively few major winners. Trying to identify those winners beforehand creates a difficult stock-picking problem. • Investment success can be difficult to distinguish from luck. Even when someone beats the market, determining whether that performance resulted from repeatable skill is challenging. • Nearly every investor has some degree of active allocation. A theoretically pure passive portfolio would hold the global investable universe according to its market weights, something that is difficult to replicate completely. • Deviating from global market weights is not inherently wrong. The important issue is understanding where and why your portfolio deviates rather than making those bets unknowingly. • The right benchmark should resemble the investment being evaluated. Asset class, geography, risk level, and the investment's intended purpose all matter when selecting a benchmark. Key Timestamps: (2:22) – You Can Beat the Market, But... (5:12) – Stock Performance Is Skewed (7:44) – Fees Make Beating the Market Harder (9:00) – Luck or Skill? (Usually Luck) (11:43) – Not All Funds Are Created Equal (14:23) – Consider the Allocation (19:48) – Are You a True Passive Investor? (22:55) – Risk Is Fungible (23:39) – You Probably Have Active Allocation (25:15) – What Is Investment Benchmarking? (29:30) – Absolute Investing Benchmarks (35:20) – The Benchmark You Should Use (38:40) – Conclusion Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: https://bestinterest.blog/fewer-needles-bigger-haystack/ https://bestinterest.blog/the-needle-in-the-haystack/   More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner?  → PlanWithJesse.com  The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Carolyn Woodard covers three threads in nonprofit AI news this week: new funding questions, a  look at how AI is showing up for kids heading back to school, and a new advocacy group taking on AI regulation.Coefficient Giving, formerly Open Philanthropy, just announced it's raising its global health commitment from 175 million to 1 billion, betting that AI wealth will flow into philanthropy as OpenAI and Anthropic move toward going public. Their first grant is funding bed nets in the Democratic Republic of the Congo. Last week Carolyn mentioned the Bridgespan and NTEN report and one state  on her mind: 69% of nonprofits surveyed reported zero AI funding of any kind, even as nearly all of them are experimenting with the tools.In other news, Meta will pay 17 to 18 billion across the states to curb youth social media addiction, bringing new limits like daily time caps and night mode. In addition to teen social media use, data from Common Sense Media's Youth AI Safety Census shows 86% of kids 9 to 17 have used AI, 72% of teens have used an AI companion, and nearly half of surveyed kids have never talked with a parent about AI safety. With over 100 state bills in play and most AI rules still left up to individual teachers, she discusses what this patchwork will mean for nonprofits working in education, youth development, and mental health.Finally, Carolyn covers a new advocacy group, Irreplaceable, born out of the climate organizing world, that launched this week to apply decades of environmental organizing lessons to AI regulation specifically. In recent polling 75% of Americans oppose local data centers, and 70% think AI is moving too fast.Resources:Increasing Our 2026 Allocation to GiveWell's Recommendations to $1 Billion – Coefficient Giving – https://coefficientgiving.org/research/increasing-our-2026-allocation-to-givewells-recommendations-to-1-billion/Coefficient Giving Boosts Pledge to $1 Billion, Banking on an AI Windfall – Chronicle of Philanthropy (paywalled/metered) – https://www.philanthropy.com/news/coefficient-giving-boosts-pledge-to-1-billion-banking-on-an-ai-windfall/Choosing Your AI Path: A Framework for Nonprofit Leaders to Make Strategic Choices – Bridgespan/NTEN – https://www.bridgespan.org/insights/choosing-your-ai-path-a-framework-for-nonprofit-leaders-to-make-strategic-choicesWhere Does Your Foundation Stand on AI? The AI Journey Map for Philanthropy – Project Evident – https://projectevident.org/news/where-does-your-foundation-stand-on-ai-introducing-the-ai-journey-map-for-philanthropy/Meta, States Agree to $17 Billion Settlement in Child Safety Trial – NPR – https://www.npr.org/2026/08/26/nx-s1-5944781/meta-settlement-child-safety-lawsuitAdults Have Struggled to Set Rules for AI in School. These Teens Figured It Out – NPR (Cory Turner) – https://www.houstonpublicmedia.org/npr/2026/07/30/nx-s1-5853571/adults-have-struggled-to-set-rules-for-ai-in-school-these-teens-figured-it-out/The Common Sense Media Census: AI Use by Tweens and Teens (2026) – Common Sense Media – https://www.commonsensemedia.org/research/a-comprehensive-report-on-teens-tweens-and-aiIn the US, Caution Rules on AI Ahead of K-12 School Year – Tech Policy Press – https://www.techpolicy.press/in-the-us-caution-rules-on-ai-ahead-of-k12-school-year/How AI Is Changing Education – Here & Now (WBUR/NPR, Matt Barnum, Chalkbeat) – https://www.wbur.org/hereandnow/2026/06/15/ai-educationCould Artificial Intelligence Improve Special Education? – Consider This from NPR – https://www.npr.org/2026/05/20/nx-s1-5828907/could-artificial-intelligence-improve-special-educationFrom AI Policies to AI Literacy in Education – Forbes (Heather Wishart-Smith) – https://www.forbes.com/sites/heatherwishartsmith/2026/05/20/from-ai-policies-to-ai-literacy-in-education/AI Is Eliminating Entry-Level Jobs. Education Needs to Fill the Gap – Fast Company – https://www.fastcompany.com/91552415/ai-is-eliminating-entry-level-jobs-education-needs-to-fill-the-gapAI Is Routine for College Students, Despite Campus Limits – Gallup (Lumina Foundation-Gallup 2026 State of Higher Education Study) – https://news.gallup.com/poll/704090/routine-college-students-despite-campus-limits.aspxOpenAI's Postmortem Recasts the Hugging Face Breach as an Incident Response Failure – IANS Research – https://www.iansresearch.com/resources/all-blogs/post/security-blog/2026/08/28/openai's-postmortem-recasts-the-hugging-face-breach-as-an-incident-response-failureMake AI Companies Criminally Liable for Preventable Harm – Tech Policy Press – https://www.techpolicy.press/make-ai-companies-criminally-liable-for-preventable-harm/The AI Backlash Gets Professional – The Atlantic (Matteo Wong) – https://www.theatlantic.com/technology/2026/08/irreplaceable-climate-activists-ai-backlash/688404/Irreplaceable – new nonprofit fighting for AI regulation - irreplaceable.org _______________________________Start a conversation :)Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/email Carolyn at cwoodard@communityit.comon LinkedIn on reddit/r/nonprofitITmanagementon the Community IT websiteThanks for listening. 

Ce mardi 1er septembre, Antoine Larigaudrie vous présente la boîte à outils dans son émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Ao longo da História, o aumento da produtividade permitiu-nos enriquecer e conquistar mais tempo livre – a prova é que hoje trabalharmos metade do tempo dos nossos bisavós. Mas será que esta tendência se vai manter?Neste episódio, o economista João Duarte analisa o impacto da produtividade nas horas que trabalhamos e no tempo de férias que temos. Sabia que na Europa se trabalha menos do que nos Estados Unidos, apesar de Portugal estar mais próximo da realidade americana do que da europeia?A dupla debruça-se também sobre o impacto que o teletrabalho ou a semana de 4 dias pode ter na produtividade e reflete sobre como podemos usar a riqueza que produzimos para comprar bem-estar, educação, lazer e solidariedade.Num mundo onde a riqueza tende a concentrar-se nas mãos de poucos, discute-se ainda o papel da redistribuição e explicam-se conceitos como o «multiplicador social do lazer» e o «rendimento básico universal».No fim, fica a pergunta: será que ter mais tempo livre também nos pode tornar mais produtivos? Para perceber se é possível trabalhar menos e ganhar mais (qualidade de vida), não perca este [IN]Pertinente.REFERÊNCIAS ÚTEISKeynes, J. M. «Economic Possibilities for our Grandchildren», (Essays in Persuasion, 1931) Becker, G. S. «A Theory of the Allocation of Time» (The Economic Journal 75(299):493-517, (1965) Boppart, T. & Krusell, P. (2020). «Labor Supply in the Past, Present, and Future: A Balanced-Growth Perspective» (Journal of Political Economy 128(1):118-157)Huberman, M. & Minns, C. (2007). «The times they are not changin'…» (Explorations in Economic History 44(4):538-567)Ramey, V. & Francis, N. (2009). «A Century of Work and Leisure» (AEJ: Macroeconomics 1(2):189-224.)Giattino, C. & Ortiz-Ospina, E. «Are we working more than ever?», (Our World in Data) Greenwood, J., Seshadri, A. & Yorukoglu, M. (2005). «Engines of Liberation» (Review of Economic Studies 72(1):109-133.) Prescott, E. (2004). «Why Do Americans Work So Much More Than Europeans?». Minneapolis Fed Quarterly Review 28(1). Alesina, A., Glaeser, E. & Sacerdote, B. (2005). «Work and Leisure in the US and Europe». NBER Macroeconomics Annual 20:1-64.Blanchard, O. (2004). «The Economic Future of Europe». Journal of Economic Perspectives 18(4):3-26. Russell, B. (1932). «Em Louvor do Ócio»;Skidelsky, R. & E. (2012). «How Much is Enough?» (Allen Lane). Reid, D. (1976). «The Decline of Saint Monday», 1766-1876». Past & Present 71:76-101. BIOSJoão DuarteProfessor associado com agregação na Nova School of Business and Economics. A sua investigação foca-se na produtividade, em particular nas razões pelas quais a Europa tem crescido menos do que os Estados Unidos — tema do seu artigo publicado no Journal of International Economics. Manel RosaHumorista. Estreou-se no stand up comedy em 2019, quando tinha 15 anos. Em 2023, lançou «Mais isto do que aquilo», o seu primeiro espetáculo em nome próprio. No mesmo ano, criou «DISNARRATIVO», uma espécie de vlog no Youtube, que manteve até 2025. Juntou-se ao leque de apresentadores do Curto Circuito, um programa da SIC Radical, em 2024.

Cameron discusses the critical distinction between making money and building wealth. He emphasizes the importance of financial literacy, capital allocation, and strategic planning for entrepreneurs. The conversation covers various strategies for wealth creation, including avoiding lifestyle creep, building multiple income streams, and thinking like an investor. He encourages you to focus on long-term financial freedom rather than short-term gains, ultimately aiming to create options and opportunities through smart financial decisions.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Building wealth is a different skill set than making money.Entrepreneurs need to think about what to do with money after making it.Income does not equal wealth; wealth is what you keep and own.A capital allocator decides where the next dollar should go.Avoid lifestyle creep as income increases.Have a financial plan before money arrives to avoid emotional spending.Building two wealth engines can lead to greater financial security.Create a business that is valuable and enjoyable to own.Financial freedom means working because you want to, not because you have to.Think like a medical millionaire to create wealth and options.Medical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

Today's guest is Jerry Parker, founder and CEO of Chesapeake Capital and one of the original Turtles trained by Richard Dennis. Together we run the Cambria Chesapeake Pure Trend ETF (MFUT). In today's episode, Jerry explains why managed futures isn't the same as trend following. He breaks down the math and psychology of hunting outliers, letting a few winners pay for many small losses, and why he'd never chase crisis alpha at the cost of returns. To close, Jerry explains why MFUT trades individual stocks rather than just indices. Learn more about the Cambria Chesapeake Pure Trend ETF www.cambriafunds.com/mfut Have questions? Reach out to us any time at info@cambriainvestments.com. Full show notes: Link (0:00) Jerry Parker (3:09) Trend following vs managed futures (11:00) Misconceptions about crisis alpha (18:42) Portfolio construction, volatility targeting, and strategy complexity (23:47) Trend following in individual stocks  (32:18) Performance reflection and importance of sticking to a strategy (37:46) Allocation challenges and memorable recent trades TO DETERMINE IF THIS FUND IS AN APPROPRIATE INVESTMENT FOR YOU, CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISK FACTORS, CHARGES AND EXPENSE BEFORE INVESTING. THIS AND OTHER INFORMATION CAN BE FOUND IN THE FUND'S FULL OR SUMMARY PROSPECTUS WHICH MAY BE OBTAINED BY CALLING 855-383-4636 (ETF INFO) OR VISITING OUR WEBSITE AT WWW.CAMBRIAFUNDS.COM. READ THE PROSPECTUS OR SUMMARY PROSPECTUS CAREFULLY BEFORE INVESTING OR SENDING MONEY. Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP. MFUT: This fund is new and has a limited operating history. There is no guarantee that the Fund will achieve its investment goal. Investing involves risk, including the possible loss of principal. Commodities Risk: Exposure to the commodities markets may subject the Fund to greater volatility than investments in traditional securities. Fixed Income Securities Risk: The prices of fixed income securities respond to economic developments, particularly interest rate changes, as well as to changes in an issuer's credit rating or market perceptions about the creditworthiness of an issuer. Foreign Securities Risk: The Fund may invest in foreign securities. Such investments involve certain risks not involved in domestic investments and may experience more rapid and extreme changes in value than investments in securities of U.S. companies. Leverage Risk: The derivative instruments in which the Fund may invest provide the economic effect of financial leverage by creating additional investment exposure to the underlying instrument, as well as the potential for greater loss. If the Fund uses leverage through purchasing derivative instruments, the Fund has the risk that losses may exceed the net assets of the Fund. Derivatives Risk: Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, commodities, currencies, funds (including ETFs), interest rates or indexes. Short Selling Risk: If a security sold short or other instrument increases in price, the Fund may have to cover its short position at a higher price than the short sale price, resulting in a loss. Commodity-Linked Derivatives Tax Risk: The tax treatment of commodity-linked derivative instruments may be adversely affected by changes in legislation, regulations, or other legally binding authority. Non-Diversification Risk: Because the Fund is “non-diversified,” it may invest a greater percentage of its assets in the securities of a single issuer or a smaller number of issuers than if it was a diversified fund. Commodities Risk. Exposure to the commodities markets may subject the Fund to greater volatility than investments in traditional securities. Fixed Income Securities Risk. The prices of fixed income securities respond to economic developments, particularly interest rate changes, as well as to changes in an issuer's credit rating or market perceptions about the creditworthiness of an issuer. Foreign Securities Risk. The Fund may invest in foreign securities. Such investments involve certain risks not involved in domestic investments and may experience more rapid and extreme changes in value than investments in securities of U.S. companies. Leverage Risk. The derivative instruments in which the Fund may invest provide the economic effect of financial leverage by creating additional investment exposure to the underlying instrument, as well as the potential for greater loss. If the Fund uses leverage through purchasing derivative instruments, the Fund has the risk that losses may exceed the net assets of the Fund. Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, commodities, currencies, funds (including ETFs), interest rates or indexes. Short Selling Risk. If a security sold short or other instrument increases in price, the Fund may have to cover its short position at a higher price than the short sale price, resulting in a loss. Commodity-Linked Derivatives Tax Risk. The tax treatment of commodity-linked derivative instruments may be adversely affected by changes in legislation, regulations, or other legally binding authority. Non-Diversification Risk. Because the Fund is “non-diversified,” it may invest a greater percentage of its assets in the securities of a single issuer or a smaller number of issuers than if it was a diversified fund. New Fund Risk. The Fund is a recently organized management investment company with no operating history. Diversification does not guarantee against a loss.  Definitions: Alpha: The portion of an investment's return that differs from its benchmark after adjusting for risk, measured over a specific historical period and not predictive of future results. Crisis Alpha: Returns a strategy seeks to generate during periods of significant equity market stress — a stated objective, not a guaranteed or expected outcome. Stop Loss: A standing order to sell a security once it reaches a specified price, which does not guarantee execution at that price in fast-moving or gapping markets. Trailing Stop: A stop order set at a fixed distance from the market price that adjusts upward as the price rises and holds when it falls, carrying the same execution risks as a stop loss. Shorting: Selling a borrowed security intending to repurchase it later, which profits if the price falls and carries theoretically unlimited loss potential if the price rises. Correlation: A statistical measure of how two assets move relative to one another, ranging from -1.0 to +1.0, which changes over time and often rises during market stress. Derivatives: Financial contracts deriving value from an underlying asset, rate, or index — including futures, options, and swaps — that may involve leverage, counterparty risk, and losses exceeding the initial investment. Futures: Standardized exchange-traded contracts to buy or sell an asset at a set price on a future date, traded on margin so that leverage magnifies both gains and losses. Long: Owning or holding a position expected to benefit from an increase in the price of the underlying asset. S&P GSCI (formerly the Goldman Sachs Commodity Index): A production-weighted, energy-heavy index of commodity futures created by Goldman Sachs in 1991 and acquired by S&P in 2007, which is unmanaged and cannot be invested in directly. Get Stopped Out: Having a position closed automatically when a stop order triggers, which can occur on a temporary price move and exit the position before any recovery. MSCI EAFE Index: A market-capitalization-weighted index of developed-market equities outside the US and Canada, covering Europe, Australasia, and the Far East, which is unmanaged and not directly investable. MSCI Emerging Markets Index: A market-capitalization-weighted index of equities across emerging-market countries, which is unmanaged and not directly investable. Commodity Trading Advisor (CTA): An individual or firm advising others on futures, options on futures, or certain swaps, generally required to register with the CFTC and join the NFA — registration that implies no skill level or regulatory endorsement.

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A Clare healthcare campaigner says more needs to be done to retain university graduates following a large increase in the number of available college healthcare places. 612 additional places will be available each year going forward, with UL and University of Galway to benefit from an extra allocation. Once fully rolled out it's estimated 2,600 additional students will be enrolled in healthcare programmes, with 43% of places to be dedicated to nursing and midwifery. Friends of Ennis Hospital Chair, Angela Coll, says work needs to be done to incentivise graduates to remain working in the Irish healthcare service.

Advanced Financial BasicsSuccess is boring. That's not a knock — it's the whole point. The best tennis players in the world don't win with highlight-reel shots; they win by making almost every easy shot and missing almost nothing. Wealth-building works the same way. This week, David Chudyk, CFP®, breaks down BASICS — a six-letter framework covering the unglamorous, "advanced" fundamentals that actually move the needle for people who are already building real wealth.What BASICS Actually Stands ForB — Budget. Not a lecture about canceling subscriptions. The real question isn't "can I afford this," it's "is this appropriate for my current situation." For some listeners — especially those with a solid nest egg — an appropriate spending plan means spending more, not less.A — Allocation. Where should your money actually live — checking, real estate, retirement accounts, an emergency fund, speculative positions? "Should I buy the hot new IPO?" is really an allocation question in disguise, and there's no universal right answer without knowing the full picture.S — Systems. We don't rise to the level of our goals, we fall to the level of our systems. This segment covers the financial habits — recurring money check-ins, subscription audits, auto-pay, systematic investing — that quietly determine whether goals actually happen.I — Insurance. Insurance isn't exciting, and David doesn't pretend otherwise — but its job is simple: it protects your money, nothing more, nothing less. Includes a breakdown of life insurance, liability coverage, and why finding a great local independent insurance agent is real advice, not a throwaway line.C — Caring. Tying back to David's core philosophy — how we handle our money should positively impact our lives and the lives of those around us — this segment covers generosity beyond the tax-deductible check, and a candid look at whether your spending actually reflects what you say you value.S — Support. Borrowing from Dr. Benjamin Hardy's Who Not How, David makes the case that the right question isn't "how do I figure this out myself," it's "who already knows how to do this." Financial advisors, CPAs, attorneys, fractional CFOs, and mastermind groups all make the list.Bonus Content: Allocation, Round TwoStick around after the outro for a bonus deep-dive on allocation: why the goal of investing isn't always the highest possible return, how David solves for the required rate of return needed to hit a goal, and why a 79-year-old getting a lucky 40% return doesn't mean their money was allocated correctly.Resources MentionedFree E-Book: The Rainmaker's Dilemma — for business owners stuck as the primary revenue driver in their own companyBook Referenced: Who Not How by Dr. Benjamin HardyRelated Episode: "The Richest Corpse in the Graveyard" (referenced in the Budget segment)Where Are You Strong? Where Are You Weak?Leave David a voicemail at weeklywealthpodcast.com and tell him which of the six basics you need to work on. Or skip straight to a conversation: Book your free Vision Call.

Five years ago, they were mid-level software engineers. Today, they hold giving accounts larger than major foundations — and the sector they want to fund may not be ready to absorb the money. Nick Allardice, CEO of GiveDirectly and former CEO of Change.org, joins Amie and Jonathan to unpack his widely discussed article "The Absorption Problem" and what the "third wave" of philanthropy means for global development. Nick explains why the biggest risk isn't money going to the wrong place, but money sitting on the sidelines for lack of credible places to put it — and why he regularly refers major donors to other organizations to "grow the pie, not divide it." The conversation digs into the voltage drop (research suggests 50–90% of programs lose substantial impact as they scale), why nonprofits rarely ask what their total addressable market is, and how GiveDirectly is winding down complexity to prepare to move much larger sums. Nick closes with candid advice for the newly wealthy: give away 10% of your net wealth in year one, learn by doing, and don't disconnect from the joy of giving.Related Resources:The Absorption Problem by Nick AllardiceThe Overlooked Absorptive Capacity of Locally-Led Organizations by Jonathan Jackson and Neal LeshThe Third Wave of American Philanthropy by Nan RansohoffIncreasing Our 2026 Allocation to GiveWell's Recommendations to $1 Billion by Coefficient GivingThe Voltage Effect: How to Make Good Ideas Great and Great Ideas Scale by John A. ListSign up to our newsletter⁠, and stay informed of Dimagi's workWe are on social media - follow us for the latest from Dimagi: ⁠LinkedIn⁠, ⁠Twitter⁠, ⁠Facebook⁠⁠⁠, ⁠Youtube⁠⁠⁠⁠If you enjoy this show, please leave us a 5-Star Review and share your favorite episodes with friends. Hosts: ⁠Jonathan Jackson⁠ and ⁠Amie Vaccaro

The W-2 Detox: Rewiring Your Brain for Capital AllocationYou cannot build a scalable business while thinking like an employee.The rules have changed.In this episode of The Level Up Podcast, Paul Alex breaks down how entrepreneurs must shift from trading time for money to using leverage, delegation, and capital allocation to grow.In a job, effort is often rewarded.In business, effort without leverage can trap you in low-value work and leave you exhausted.The goal is not to do everything yourself.The goal is to put your time, money, and people where they create the highest return.In this episode, you'll learn:• Why the employee mindset can limit your ability to scale• How buying back your time creates more leverage• Why guaranteed-paycheck thinking can hold entrepreneurs back• How capital allocation and delegation change the way a CEO operatesThe truth is simple:Stop asking how you can do everything yourself.Start asking who can do it better, faster, and more efficiently.Protect your time.Deploy your capital.Focus your energy on the work that actually grows the company.True leverage starts with the way you think.Your Network is your NETWORTH!Make sure to add me on all SOCIAL MEDIA PLATFORMS:Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you:www.CashSwipe.comFREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com

The episode identifies a structural shift within the IT services market, highlighting a bifurcation between two distinct economic models in the channel: the advisory economy, paid upfront for transformation and integration, and the operational economy, paid on the backend for managed outcomes and recurring support. Techaisle's 2026 Global Channel Partners Survey, referenced by Anurag Agrawal, underscores that most vendors operate single partner programs that implicitly favor one of these models, often without recognizing the divergence. This mechanism exposes gaps in vendor strategies and underscores uneven access to resources and incentives across partner segments. Data from Techaisle's study involving 5,450 partner firms in 24 countries illustrates the impact of these structural choices. Firms under $10 million in revenue project just 8.4% growth, while partners over $500 million forecast 16.8% growth, with 41% of the largest landing in top-tier vendor programs versus only 2% of smaller firms. Anurag Agrawal contends that allocation decisions—such as capital, leads, and support—by vendors drive part of this gap, independently of partner capabilities. The allocation process forms a closed loop, where larger partners consistently receive and convert the best leads, reinforcing their tier status. Furthermore, most vendor incentive spend lands at deal close, benefiting partners focused on new transactions over those delivering ongoing operational value. Supporting developments include evidence that smaller MSPs face higher customer acquisition costs (absorbing 31% of first-year deal value for contracts under $25,000) and operate with little error margin, as opposed to larger firms with more resilient economics. The transcript points out that tier progression within most vendor programs primarily reflects transaction volume and headcount, not actual customer outcomes or quality—making tiers unreliable as indicators of partner value. Additionally, practical AI deployments are now accelerating infrastructure refresh cycles and shifting the center of gravity for services revenue from break-fix to consulting and integration, further complicating the operational landscape for SMB-focused providers. For MSPs and IT service leaders, these findings imply increased dependency on vendor program design and expose operational risk due to imbalanced allocation of leads and support. Smaller providers should expect continued pressure on margins and incentives unless vendors alter their models to recognize operational contributions beyond new logo acquisition. Specialization—vertical or workload-focused—is suggested as a cost-control mechanism, while pricing and packaging transformation work around a recurring services base could mitigate risk. Governance challenges posed by AI adoption, such as managing large numbers of intelligent agents, call for enhanced identity, entitlement, and monitoring capabilities as table stakes for ongoing operational relevance. Supported by: ScalePadProofpoint

Plusieurs débats au cœur de l'actualité, les Grandes gueules ont le choix, en débattre ou non : L'allocation de rentrée scolaire versée aux familles Monique Barbut ne se rendra pas aux universités d'été de LFI

durée : 00:17:21 - Journal de 08h00 - L'allocation de rentrée scolaire, versée ce mardi : entre 426 et 466 euros par enfant pour les trois millions de ménages les plus modestes. Dernier discours d'Emmanuel Macron dans le Var et des messages politiques. La FIFA licencie le Français Kevin Lamour, numéro trois de l'instance. - équipe : Kevin Dufrêche Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:17:32 - Le 13/14 - L'astronaute française Sophie Adenot dans le vide infini d'ici deux heures. Top départ des courses de la rentrée scolaire avec le versement de l'allocation ce mardi. Kévin Lamour, le numéro 3 de la fédération internationale de football, rend son badge. - équipe : Christelle Rebière Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:02:36 - Les familles aux revenus les plus modestes vont recevoir cette aide d'environ 400 euros mardi. Les bénéficiaires peuvent dépenser cet argent comme ils le souhaitent. - équipe : Armêl Balogog, La cellule Vrai ou faux Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

In the St. Louis Morning Brief, hosts Marc Cox and Kim St. Onge detail a precautionary boil water advisory issued by the City of St. Louis Water Division following storm-related power outages at the Chain of Rocks Water Treatment Plant. The advisory impacts nearly two dozen neighborhoods across North City, South City, Midtown, and surrounding districts. Additionally, the hosts review criminal charges filed against two parents after a six-month-old infant was left in an un-air-conditioned car outside an Urban League Expo event, alongside administrative delays in distributing sports gambling addiction treatment funds via the Missouri Gaming Commission and the Missouri Department of Mental Health. The brief concludes with details on a downtown St. Louis vehicle pursuit and shooting near Tucker Boulevard and Olive Street that resulted in a car fire and police vehicle damage. Hashtags: #StLouisBrief #BoilAdvisory #UrbanLeague #MissouriGaming #PublicSafety

Listen back to Paul Cooney, Barry Ferguson and Charlie Mulgrew as they talk all things Scottish football.

Some financial decisions can't be made by looking at just one number. This week, we start with major changes coming to federal student loan repayment and why married borrowers may need to consider not only their monthly payment, but how their tax-filing status affects both their cash flow and bigger financial picture.Then, a listener asks whether it's time to rethink a healthcare fund he's owned for 25 years. We examine what's changed in the sector, how artificial intelligence could reshape parts of the healthcare industry, and why deciding whether an investment still belongs in your portfolio requires looking beyond recent performance to your allocation, goals, and time horizon.Finally, with the stock market continuing to reach record territory, we tackle a familiar question: What do you do with fresh cash when stocks are already at all-time highs? From rebalancing and paying down high-interest debt to fixed income, diversification, and putting money into the market gradually, we explore ways to put your next dollar to work without trying to predict the next correction. We wrap up with a look at the latest market moves and what's been driving them.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks August 15, 2026  |  Season 40, Episode 33Timestamps and Chapters6:07: For Better or for Worse… and for Student Loans13:00: Healthcare Stocks: Look Back or Look Ahead?27:12: All-Time Highs Aren't a Stop Sign36:21: What's Been Moving the MarketFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com 

Are you feeling overwhelmed by the current state of the education system and wondering how to best support your child's learning? In this episode of the Homeschool Yo Kids Podcast, host Jae sits down with Cat Hendricks from Parents Challenge to discuss why school choice is a fundamental right and how parents can reclaim their power as primary educators.

In this Lift Up episode of Behind the Win, Sam Beasley addresses the different factors company leadership considers when allocating raises. Employers start with a budget that they then have to spread between all of their employees, based on skill, retention, equity, and other factors. Beasley addresses how this allocation can look different from an employer versus employee perspective.

Malcolm Hoenlein and Thaddeus McCotter — EEAnti-Semitism is surging in the UK, leading to a £250 million government allocation for protection; Iran continues to act as an "octopus" of instability across the Middle East, and guests argue that dealing with Iran is the only way to achieve regional peace and allow the area to bloom. (6)

All things competitive in the world of Warhammer 40,000. This week, Robert & Eric go over their early experiences with the 11th edition in both the singles and teams arenas.

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords, sits on the boards of Chevron, Starbucks, Condé Nast, and Oxford University's investment committee, is Chair of the Economic Club of New York, and oversees Altered Trajectory alongside her husband, Jared Smith, the family office formed after his sale of Qualtrics in 2018. Our conversation traces Dambisa's journey from growing up in Zambia to becoming a leading voice on global economic development and governance. We discuss how her experiences across more than 80 countries and on the boards of four global companies shaped her judgment on economic growth, governance, and decision-making. We then turn to the application of those lessons at Altered Trajectory, including the evolution away from an endowment-style portfolio, balancing Dambisa's macro convictions with Jared's moonshot investing style, and positioning for long-term themes. Along the way, we discuss the challenge of investing through structural change while avoiding ideological thinking. Any leader should see for themselves the benefits of elite coaching. Try ALEX: tryalex.admiredleadership.com. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Empress Royalty is entering a new phase of growth as its portfolio of producing gold and silver royalties continues to generate meaningful cash flow, giving the company the flexibility to expand without returning to the equity markets. CEO Alexandra Woodyer Sherron joins Mining Stock Daily to discuss Empress' differentiated royalty model, how it is evaluating new opportunities across the mining cycle, and why disciplined capital allocation remains central to the company's strategy. The conversation also explores the use of AI to identify new royalty opportunities, the outlook for the royalty sector in a $4,000 gold environment, and what's next as Empress looks to build on its growing revenue base.

Mark is joined by Elliott Davis, a retired Fox 2 Investigative Reporter who recently retired after 45 years of chasing politicians. He shares his recent research on the St Louis Board of Aldermen as well as the Crime Prevention Fund Allocation.

When Shane Hostetter arrived at Chemours in 2024, he stepped into a company facing liquidity challenges while also pursuing important long-term growth opportunities. His goal was not to replace decades of institutional knowledge but to complement it. Chemours CEO Denise Dignam brought nearly forty years of experience with DuPont and Chemours, while Hostetter brought an external perspective. Combining those viewpoints, he tells us, helped create “the best of both worlds.”That approach reflects much of Hostetter's broader leadership philosophy. Rather than viewing finance solely through the lens of reporting, he focuses on building a stronger foundation for future growth through disciplined capital allocation and balance sheet management.Hostetter tells us the company developed a three-year strategy designed to strengthen Chemours over both the near and long term. Portfolio optimization became one important pillar, including shutting down selected production lines and divesting non-core assets to improve cash flow. Underlying every decision, he tells us, was a disciplined capital allocation strategy intended to improve financial flexibility.At the same time, Hostetter has become an advocate for helping others better understand what Chemours actually does. Although many people still associate the company with its legacy DuPont products, he explains that Chemours today serves critical industrial markets ranging from next-generation refrigerants to semiconductor manufacturing, AI infrastructure, electric vehicles, and advanced cooling technologies.Looking ahead, Hostetter's emphasis remains consistent: strengthen the balance sheet, allocate capital thoughtfully, and position the company to create sustainable long-term value. For him, finance is ultimately about creating the platform that allows strategy to succeed.

Oil prices are moving higher. What was the market's immediate reaction? A federal law aimed at cheaper housing is close. When could it become law? Finally, there are more opportunities to invest that ever before. How should you decide where your portfolio should be invested?

My guest today is Jeremy Giffon.  Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of conversations with founders and with the capital behind their companies. I don't know many investors with such a high rep count in the most interesting corners of private markets, so I asked him what he has learned. We talk about what those lessons mean for founders and investors, why everyone has become subservient to the poster class, the hidden intellectual history behind Silicon Valley and much more. Please enjoy my conversation with my friend, Jeremy Giffon. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:02) Jeremy Giffon (00:02:34) Lessons from 18 Months of Founder Conversations (00:07:01) The Billion-Dollar PDF (00:08:13) The Unifeed & Rise of the Timeline (00:17:02) Power Law & Breakout Content (00:18:48) AI Algorithms Driving Content (00:20:38) Timeline-Native White House (00:21:09) Traits of Great Posters (00:25:27) Peak Guy & the Billionaire Priest Class (00:32:13) Billionaires Now Defer to Posters (00:34:52) Freedom vs. Relevance (00:38:53) AI & White-Collar Job Displacement (00:40:53) Stewarding Your Gifts as Moral Duty (00:43:18) Next Wave of Finance: Equity-First Firms (00:53:26) East Coast vs. West Coast Finance (00:55:34) Beating the Market Is Not That Hard (01:00:40) SPV Feudalism & Allocation (01:02:10) Egregious SPV Fee Structures (01:04:50) Simplicity vs. Complexity in Investing (01:07:15) Hiring: Attracting Differentiated Talent (01:11:00) Silicon Valley's Hidden Intellectual Traditions

Charlie Brennan debates with Wendy Wiese, Bill McClellan, Joe Holleman and Jacob Kirn. The debate continues on Last Call. 

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NYSE: RBRK) is one of the smaller names in the cybersecurity sector, operating in the data storage and backup security niche — a category distinct from network security players like Palo Alto Networks and Fortinet, or endpoint security leaders like CrowdStrike. In this excerpt from our Semiconductor Insider Live session, Nick and Kasey Rossolillo break down why Rubrik has lagged the broader cybersecurity recovery even as subscription ARR growth stays above 30% and reported revenue grows nearly 40% year-over-year.We dig into the free cash flow story to explain why it has stalled sequentially even as it grows year-over-year. We also explore what that margin compression means for a smaller, AI-infrastructure-dependent company, and how Rubrik's balance sheet ($1.7B cash vs. $1.1B long-term debt) holds up. Finally, we run a reverse discounted cash flow (DCF) analysis to see what growth assumptions are baked into the current stock price and discuss how small and mid-cap software stocks fit into a diversified, long-term portfolio strategy.This is educational content for self-directed investors evaluating semiconductor-adjacent software and cybersecurity plays in 2026.Join Semi Insider: Get access to CSI's research platform, tools, and deeper research as it happens at chipstockinvestor.comSpecial Discount: Get 15% off your membership with our special link: fiscal.ai/csiRelated Episode: We called this back in June — Listen/Watch hereIf you found this episode useful, please make sure to follow the podcast and leave us a rating! Let us know in the Spotify Q&A below: Do you think Rubrik's margin compression is temporary, or a longer-term concern?Content in this podcast is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Rubrik.

Veteran market analyst Peter Grandich of Peter Grandich and Company joins Julia for a mid-year macro check-in, and his message is decidedly cautious: after 42 years in finance, he believes the time has come to prioritize capital preservation over capital appreciation, especially in U.S. equities. Grandich lays out his bearish case across political, social, and economic lines—warning of a deeply divided Congress that couldn't manage another 2008-style crisis, a likely Democratic House sweep in the midterms that could derail Trump's agenda, runaway federal and state deficits, the looming threat of wealth and unrealized capital gains taxes, and the displacement of jobs by AI and robotics. He explains why he favors Asian equities over American ones, why he's cautiously back in gold (but not a "gold bug"), and why passive investing—once the market's biggest tailwind—could become its biggest risk. Closing with a vivid craps-table metaphor about a market overdue for a "seven," Grandich ultimately pivots to faith and family, reminding viewers that net worth shouldn't be confused with self-worth.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links: https://x.com/PeterGrandichhttps://petergrandich.com/https://www.amazon.com/Confessions-FORMER-Wall-Street-Whiz/dp/B096LPRYW6Timestamps: 00:00 — Welcome back & catching up with Peter Grandich01:06 — Big-picture macro: "live chicken vs. dead duck"06:28 — Midterms outlook & the political divide10:54 — Echoes of 1929 and why this time is different12:00 — State deficits, surcharges & "revenue enhancement"13:11 — Taxes17:30 — Congressional & presidential stock trading20:20 — New Fed Chair Kevin Warsh & rate policy22:59 — Inflation: is the 2% target dead?25:07 — Wealth inequality & the jobs picture28:18 — Allocation strategy: why "cookie cutter" fails30:40 — Gold32:00 — Spend less than you make33:19 — Why look outside the U.S. market34:00 — Passive investing: the market's biggest risk38:38 — The craps table metaphor41:32 — Parting thoughts: faith, family & "what good is it to gain the world?"

In this episode Jeff and Brian discuss when a great investment becomes a poor allocation and the accidental real estate plan.

After years of prioritizing balance sheet repair and shareholder returns, upstream E&Ps are facing a dramatically different commodity environment. With cash flows rising, producers faced pressures to reassess priorities as hydrocarbon prices increased. Today, we look at how they responded.

Markets have rebounded sharply from their recent correction, but investors are now asking what comes next. Lance Roberts & Danny Ratliff answer your questions about the economy, interest rates, inflation, market valuations, bonds, retirement planning, artificial intelligence, geopolitics, and the biggest risks facing investors today. Will the Federal Reserve remain on hold? How could oil prices, earnings growth, and consumer spending impact markets during the second half of the year? Are stocks becoming too expensive, or is the bull market still intact? We break down the latest economic developments and provide practical insights to help you navigate today's rapidly changing environment. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - Markets Selloff, Semi's Consolidate 3:03 - Kevin Warsh Presser Preview 6:41 - Oil Prices Direct Feed Into Economic Data 12:48 - Repricing Stocks to Oil 15:09 - Software Stocks' Catalyst 17:04 - Nvidia Bond Offering & Need for High Quality 19:14 - Momentum Markets in Space Stocks 23:11 - Time to take Profits in Space-X? 26:52 - The Fed's 2% Target 28:44 - WWWD - What Will Warsh Do? 30:19 - Total Bond Funds - Not a great place to be 32:29 - Bonds in a Roth IRA? 34:30 - Shifting Portfolio Allocations 37:36 - Make Sure Allocation Represents Three Things: 40:57 - Why the 60/40 Allocation is Best 45:39 - Is Private Credit Still "a Problem"? 47:05 - Annuities in 401k's? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZBK984RQuvk ------- Watch today's "Before the Bell" feature, "Oil's Next Move Matters," here: https://youtu.be/EkUK7BwDUC4 ------- Watch our previous show, "SpaceX Mania: What Happens After the Hype?" https://youtube.com/live/Xr1Ut115-xA ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilPrices #CrudeOil #StockMarket #Inflation #Investing #FederalReserve #EconomicOutlook #WealthManagement

Markets have rebounded sharply from their recent correction, but investors are now asking what comes next. Lance Roberts & Danny Ratliff answer your questions about the economy, interest rates, inflation, market valuations, bonds, retirement planning, artificial intelligence, geopolitics, and the biggest risks facing investors today. Will the Federal Reserve remain on hold? How could oil prices, earnings growth, and consumer spending impact markets during the second half of the year? Are stocks becoming too expensive, or is the bull market still intact? We break down the latest economic developments and provide practical insights to help you navigate today's rapidly changing environment. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - Markets Selloff, Semi's Consolidate 3:03 - Kevin Warsh Presser Preview 6:41 - Oil Prices Direct Feed Into Economic Data 12:48 - Repricing Stocks to Oil 15:09 - Software Stocks' Catalyst 17:04 - Nvidia Bond Offering & Need for High Quality 19:14 - Momentum Markets in Space Stocks 23:11 - Time to take Profits in Space-X? 26:52 - The Fed's 2% Target 28:44 - WWWD - What Will Warsh Do? 30:19 - Total Bond Funds - Not a great place to be 32:29 - Bonds in a Roth IRA? 34:30 - Shifting Portfolio Allocations 37:36 - Make Sure Allocation Represents Three Things: 40:57 - Why the 60/40 Allocation is Best 45:39 - Is Private Credit Still "a Problem"? 47:05 - Annuities in 401k's? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZBK984RQuvk ------- Watch today's "Before the Bell" feature, "Oil's Next Move Matters," here: https://youtu.be/EkUK7BwDUC4 ------- Watch our previous show, "SpaceX Mania: What Happens After the Hype?" https://youtube.com/live/Xr1Ut115-xA ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilPrices #CrudeOil #StockMarket #Inflation #Investing #FederalReserve #EconomicOutlook #WealthManagement

IPO price. $135Retail. Process. Allocation. ConfirmationGavin Baker on 4th largest cloud ahead of Oracle. Jensen likes to give GPu's to people that can use themBrad Gerstner on how “smart” people lose money. Price target lower by $20.

After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about when, or if, those returns will materialize. This week's tech selloff and tumbling AI-related stocks suggest the market may finally be demanding answers.Today's Stocks & Topics: Primoris Services Corporation (PRIM), Market Wrap, Oil Stocks, Is the AI Trade Over? The Bear Case Against Hyperscaler Spending, 401k Allocation, Vanguard Emerging Markets Stock Index Fund (VEMAX), iShares Residential and Multisector Real Estate ETF (REZ), K92 Mining Inc. (KNT.TO), Vanguard S&P 500 ETF (VOO), Vanguard Total Stock Market Index Fund ETF Shares (VTI), The IPO Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion. David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world's largest alternative asset managers and how private capital is reshaping the global economy. The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing. Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.   Resources: Follow David Haber on X: https://x.com/dhaber Learn more about Apollo Global Management: https://www.apollo.com Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. Corey Schuler, PhD(c), FNP, DC, CNS, and director of medical affairs at Allergy Research Group, details his paper “Energy Allocation Resilience and Endocrine Integration” in the International Journal of Molecular Sciences. He introduces the Energy Allocation System (EAS), which emphasizes how the body allocates energy—not just produces it—and links many symptoms to impaired bioenergetics and resilience. They discuss mitochondria as energy generators and cellular signaling hubs, the integrated stress response and endocrine coordination (HPA axis, thyroid, gonads), and mitohormesis/eustress (exercise, fasting, heat/cold, circadian “zeitgebers”). Schuler explains nuanced testing for fatigue (diurnal cortisol, CGM patterns, thyroid markers including T3/reverse T3) and a case of a perimenopausal woman where oral contraceptives and cortisol dysregulation affected glucose patterns. They cover mitochondrial support (removing obstacles like pollutants/antibiotics, triglycerides, carnitine, dietary fats, micronutrients) and pacing/sequencing lifestyle interventions.