Podcasts about Allocation

This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss implications of the Supreme Court's tariff ruling and share LPL's updated strategic asset allocation guidance. Stocks responded favorably to the tariff ruling during Friday's session, locking in a solidly positive week for the S&P 500 and most global stock indexes. Tracking: #1068947

Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

As fiduciaries, when we review a $1 million TSP portfolio, our first priority isn't performance — it's protecting retirement income from sequence of returns risk, inflation, and unnecessary tax exposure.”

Show Highlights: Why a co-op is a set of business lines, not "one co-op." [02:08] Assessing strategic clarity in business line optimization. [04:18] Where alignment breaks in grain, feed, agronomy, and energy lines. [08:25] Quick profiling of five co-op member segments. [14:44] Key diagnostic questions for co-op leaders to segment by line. [16:44] How legacy and inertia cause drag in co-op performance. [19:52] Capital allocation as the key signal of business line alignment. [21:27] Reality check questions for capital investment decisions. [24:46] What are the characteristics of aligned multiline co-ops? [26:54] Open invitation to leaders to share stories on the pod. [30:30] If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Project Cardinal |Independent advisory for foreign investors seeking structured allocation in the Brazilian market under European standards of governance, compliance, and risk management.Structured MethodologyI. Documentary & Regulatory AssessmentKYC procedures, source-of-funds verification, international tax framework analysis, regulatory risk evaluation, and jurisdictional alignment.II. Corporate & Asset StructuringHolding architecture, SPVs, international vehicles, asset segregation, succession planning, and legal risk mitigation.III. Strategic Capital AllocationMacro-driven portfolio construction, currency hedging strategies, real assets, sovereign fixed income, and capital markets instruments.IV. Governance & Strategic OversightOngoing monitoring, executive reporting, tactical rebalancing, and cycle-adjusted exposure management.Restricted engagement.Minimum ticket: USD 100,000.Capital requires discipline.Structure precedes growth.Legacy demands method.#ProjetoCardinal#EuropeanBanking#PrivateAdvisory#CapitalGovernance#CrossBorderInvestmentAssetStructuringWealthPreservationInvestInBrazilInstitutionalStandard

Rodrigues : Cinq ans sans allocation, les pêcheurs crient à l'injustice by TOPFM MAURITIUS

Investing can feel complicated for a reason. In this episode, a former financial advisor breaks down how "big words" and Wall Street jargon may cause confusion, leading to decisions that aren't fully understood. We discuss common concepts like options trading, using a simple analogy to real estate contracts, and why complexity in investing may lead to middlemen who benefit from your uncertainty. We'll also explore the value of a good advisor and how they can help you avoid emotionally driven decisions during market fluctuations.This episode is not a recommendation, but rather an exploration of common practices in the investment world. It's important to do your own research and consult with a professional before making any decisions about investing.Chapters 0:00 - Why is investing so confusing?0:48 - The options trap: Why many investors might want to avoid it2:10 - A simple analogy to understand options trading7:26 - Control vs. speculation: What's the real difference?8:04 - Who benefits when investing feels complicated?9:18 - The Covid story: taxes, fear, and panic selling15:40 - Understanding asset types: stocks, bonds, and index funds20:05 - Wall Street jargon translated into simple terms27:29 - What actually matters in investing: Allocation and liquidity32:21 - Finding a good advisor: What questions to ask

Dansce 169e épisode, j'aborde un sujet souvent négligé… un desprincipaux problèmes que je vois dans mes accompagnements : l'allocationd'actifs et la gestion des risques. Abonne-toi pour soutenir montravail et obtenir un épisode supplémentaire chaque mois : https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe Je t'invite aussi à suivrela page Facebook « Finances Fondamentales - éducation et investissement » pouravoir accès à l'image synthèse de l'épisode et pour me poser tes questions.Page Facebook : ⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100088196588852⁠⁠⁠⁠ Tu pourras également y consulter l'analysefondamentale des compagnies de la semaine. Page Instagram dupodcast : https://www.instagram.com/finances.fondamentales/?hl=fr Pour vos besoins d'assurances, contactezGallard Assurances : https://www.gallard.ca/ Chaque matin, lebalado InfoBref résume l'actualité en 5 minutes: https://spoti.fi/3SiIdmeL'infolettre qui donnel'essentiel des nouvelles en 5 minutes: https://infobref.com/ff Gmail: ⁠⁠⁠⁠Financesfondamentales@gmail.com⁠⁠⁠⁠ Clausede non-responsabilitéInvestir comporte des risques deperte. Ce podcast est uniquement à des fins d'information et ne doit pas êtreconsidéré comme un conseil en investissement personnalisé ou être utilisé pourprendre des décisions d'investissement. L'animateur du podcast peut détenir despositions dans les titres discutés.L'animateur du podcast reçoit despaiements de diverses entités pour des publicités. L'inclusion de tellespublicités ne constitue ni n'implique une approbation, un parrainage ou unerecommandation de ceux-ci, ou toute affiliation avec ceux-ci. Lesinvestissements dans des titres comportent des risques de perte. Toute mentiond'un titre particulier et des données de performance associées ne constitue pasune recommandation d'acheter ou de vendre ce titre. Les informations fourniessur le podcast ne sont pas destinées à un investisseur ou à une catégoried'investisseurs spécifiques et sont fournies uniquement à titre d'informationgénérale.Évidemment, rien sur ce podcast nedoit être considéré comme un conseil financier personnalisé ou unesollicitation d'achat ou de vente de titres. Pour tout conseil spécifique,veuillez consulter un professionnel. L'animateur du podcast ne peut être tenuresponsable de vos décisions financières.

Our reporter Kate Egan spoke to some of thoes affected by the measures. We also hear from Minister for Education and Youth, Hildegarde Naughton.

Ciccini belli, oggi niente tabù: vi spiego perché il Papilloma Virus non è “roba da donne” e come il vero risk management parte dal corpo (non dal portafoglio). Numeri, bug mentali, il caso Michael Douglas, e la verità sul vaccino: tutto ciò che ogni uomo dovrebbe sapere per blindare il proprio capitale umano e smettere di fare l'Uber dei virus! Aprite la mente, proteggetevi e fatevi furbi. Salud! Learn more about your ad choices. Visit megaphone.fm/adchoices

What makes an allocated wine offering work — and when does it fail? In this episode, Pauline Vicard sits down with Peter Yeung to unpack the mechanics behind scarcity in fine wine. From waitlists and wishlists to pricing strategy and sell-out psychology, they explore how allocation systems shape brand value and customer loyalty. Drawing on insights from ARENI Global's upcoming New Fine Wine Consumers study, they also examine why younger collectors approach wine like a video game: they don't just want access — they want to understand the rules. Because in fine wine, it's not just about getting the bottle. It's about playing the game — and belonging to the community. For more information on Peter's course Allocated Wine Offerings, visit: https://www.xchateau.com/store/ Areni's study The New Fine Wine Consumer: How Under 40 Find Their Way Into Fine Wine launches on February 19. More info here: https://areni.global/new-consumers-new-narratives/

Aujourd'hui, Fatima Aït Bounoua, prof de français, Antoine Diers, consultant, et Emmanuel de Villiers, chef d'entreprise, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

On this episode of the Insurance Coffee House, Nick Hoadley is joined by Brian Posner, a seasoned investor, operator, and board director with deep experience across insurance, financial services, and public company governance, including 15 years at Arch Capital.Brian shares how his career evolved in unexpected ways, from thinking he would become a doctor to building a foundation in finance, investing, and leadership. He reflects on his formative years at Fidelity, including working directly with Peter Lynch, and explains why understanding insurance starts with the balance sheet, then cash flow, and only then the income statement. He unpacks what great insurance investing looks like in practice, from spotting hidden leverage to focusing on tangible book value growth over headline earnings.The conversation then moves from investing to governance. Brian explains how his first board appointment at Sotheby's came about as a governance solution during a crisis, what he learned from that high-stakes experience, and why he took Henry Kravis' junior senator advice seriously: listen, pick your moments, and build influence before trying to drive outcomes. Brian outlines how he approaches joining any board like an investor, absorbing context, understanding risks, and finding the best way to add value without coming in “guns blazing.”Nick and Brian discuss what separates effective boards from ineffective ones. Brian describes the secret sauce as directors who understand the business of the business, ask great questions, look around corners, and bring deep respect into deliberation. He argues the best boards treat governance as a perpetual conversation, not four or five isolated meetings per year, and explains how chairs and committee chairs can create alignment by facilitating information flow, preparing both management and directors for the real discussion, and avoiding unnecessary surprises.Looking forward, Brian shares what boards should be paying closer attention to, including geopolitical risk, rule of law, and the sanctity of contracts, particularly critical in insurance. He also offers his view on the next generation of board leaders: breadth matters, reading and learning matter, empowerment matters, and in a fast-moving world, knowing when to slow down can be a strategic advantage. He closes with practical advice on winning that first board role by building relationships, being targeted, and using a less is more approach, often by asking the one question that reframes the decision.Connect with Brian Posner on LinkedIn to follow his work.The Insurance Coffee House Podcast is brought to you by Insurance Search.We are a global Insurance Executive Search Consultancy, supporting Insurance and Insurtech businesses to attract and retain the very best insurance talent.Find out more about showcasing your employer brand as a guest on the Insurance Coffee House Podcast or sign up to our News and Insights.Or follow us on LinkedIn, Twitter or Instagram.Insurance Executive Search Consultants in USA, London and Bermuda.Copyright Insurance Search 2025 - All Rights Reserved.

Andrew Mclean is joined by Gordon Dalziel & Cillian Sheridan as they look ahead to tonight's Edinburgh derby, react to the news that Martin O'Neill wants to Celtic to receive the full 20% allocation for their Scottish Cup Quarter Final against Rangers and the panel discuss Danny Rohl winning Premiership manager of the month. Plus Beat The Pundit & Full Time Teaser

In this episode, Rob Field and Chet Cowart explore the parallels between training for a marathon and investing for the future, emphasizing how each investor's personal goals and circumstances shape their approach. They begin by discussing recent market trends and how growth over the past few years has affected different age groups. The hosts highlight the importance of investment goal-setting, comparing strategies for those nearing retirement to those still building their wealth. Younger investors typically seek maximum growth and are more tolerant of market volatility, viewing downturns as opportunities to buy. In contrast, those closer to retirement prioritize safety and income, often shifting toward bonds and cash to preserve capital and generate steady income. Field and Cowart also tackle topics such as portfolio construction, risk tolerance, and the differing roles of income and Social Security. They note that Social Security is funded by younger workers and question its future viability as workforce demographics shift and more people delay retirement. The conversation includes recent trends, such as a decrease in workers under 25 and factors influencing workforce participation since the pandemic. The episode offers valuable insights into lessons investors often wish they had learned earlier, including the power of savings and compounding, the importance of starting early, managing debt, automating investments, and developing disciplined financial habits. The hosts stress the significance of honest self-assessment, patience, and flexibility—much like training for a marathon. Concluding, Rob and Chet reiterate that successful investing is about time, setting clear goals, and understanding one's risk tolerance. They encourage listeners to approach their financial journey with a long-term perspective, realistic expectations, and sustainable habits. 

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Semaine #07. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode of The Distribution, Brandon Sedloff sits down with Michael Sidgmore to unpack the accelerating convergence between private markets and private wealth. Drawing on Michael's experience across investing, advisory, and media, the conversation explores how shifting market structure, technology, and education are reshaping distribution strategies. They examine why the wealth channel is still early in its adoption of alternatives and what that means for GPs thinking about growth beyond institutions. The discussion also highlights how evolving business models on both the asset management and wealth management sides are beginning to collide. They discuss: Why education is the primary driver of private market adoption in the wealth channel How different GP profiles should think about whether and how to pursue private wealth distribution The rise of evergreen structures and the operational and cultural demands they place on managers How consolidation in wealth management is changing allocator behavior and GP relationships Why brand, identity, and authenticity matter more than ever for alternative managers Links: Broadhaven Ventures - https://www.broadhaven.vc/ Michael On LinkedIn - https://www.linkedin.com/in/michaelsidgmore/ Alt Goes Mainstream Podcast - https://altgoesmainstream.substack.com/podcast Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:03:05) - Michael's career journey and insights (00:09:13) - Market structure and evolution (00:20:13) - GP profiles and wealth channel strategies (00:26:22) - Education and allocation in private markets (00:29:43) - Navigating the wealth channel (00:30:04) - Leveraging industry-wide education initiatives (00:33:52) - Building a personal brand in finance (00:41:57) - Shifting business models in wealth and asset management (00:48:30) - Exciting prospects for the future (00:53:01) - Conclusion and final thoughts

Send us a textIf you want to understand why global capital continues to move here, start here https://www.alessandroderubertis.com/why-duba1765518220345Dubai has announced the first locations of the Dubai Loop, a revolutionary underground transport system. But this is not a transport story — it's an infrastructure signal every serious real estate investor must understand. In this video, I explain how infrastructure reshapes property values, rental demand, and long-term capital protection in Dubai, using real market data and investor logic — not hype.If you want to understand why global capital continues to move here, start here https://www.alessandroderubertis.com/why-duba1765518220345

Everyone talks about visionary products and relentless hustle, but what really sets industry giants apart? In this episode of Corporate Finance Explained on FinPod, we uncover the often-overlooked force behind the biggest business wins (and failures): capital allocation.From Amazon's bold reinvestment bets to Berkshire Hathaway's legendary patience, from Apple's perfectly balanced strategy to GE's cautionary collapse, we break down how top leaders deploy every dollar for maximum long-term return. And yes, we'll talk ROIC (Return on Invested Capital) and why it's the real north star for decision-makers.Whether you're a CEO, CFO, investor, finance professional, or just someone trying to use your resources more wisely, this episode will shift how you think about money, strategy, and the $1 rule that defines business success.What You'll Learn:The four buckets of capital allocation (reinvestment, M&A, returning capital, debt reduction)Why ROIC is the metric that matters mostCase studies: Amazon, Berkshire Hathaway, Apple, GE, MetaPersonal parallels: How you allocate your time and energy is just as importantWhat finance teams should be doing beyond the numbers

Semaine #06. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

Pascal Wagner interviews Jon Brooks, who breaks down why today's real estate market is sending mixed signals—and why getting that interpretation wrong can have real financial consequences. Jon explains how decades of falling interest rates created a powerful tailwind for real estate that no longer exists, especially in overbuilt Sunbelt markets like Florida. The conversation explores what's actually breaking versus what's simply slowing down, including rising insurance and tax costs, declining affordability, demographic headwinds, and stalled migration. Jon also shares why he sold his entire personal real estate portfolio, pivoted into private lending, and ultimately shifted capital into equities as risk-return dynamics changed. This matters because many investors are still relying on outdated assumptions about appreciation, cash flow, and long-term demand. Understanding how interest rates, demographics, and market psychology intersect helps investors reassess where risk is no longer being adequately compensated—and how to position capital without relying on the market to “save” them. Jon BrooksCurrent role: Co-Founder, Momentum Realty; Private Lending Fund ManagerBased in: FloridaSay hi to them at: X - https://x.com/jonbrooks YouTube - https://www.youtube.com/@therealjonbrooks Threads - https://www.threads.com/@iamjonbrooks Instagram - instagram.com/iamjonbrooks/?hl=en Facebook - https://www.facebook.com/jon.brooks.12 Substack - jonbrooks.substack.com Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

2026 Specialty Crop Block Grant Application Now Open

Pascal Wagner interviews Tony Davidow to unpack how institutional investors are thinking about private markets heading into 2026. Tony explains why recent headlines around private credit defaults are often misunderstood, breaking down the difference between CLOs, direct lending, and commercial real estate debt—and why he sees CRE debt, asset-based finance, and secondaries as early-cycle opportunities. The discussion dives into illiquidity as a feature (not a flaw), how institutions size long-term “patient capital,” and why diversified private market funds often outperform single-deal investing over time. Tony also shares his highest-conviction themes for 2026, including secondaries, industrial and multifamily real estate, and infrastructure tied to reshoring, digitization, and demographic shifts. Tony DavidowCurrent role: President, Alternatives, Franklin TempletonBased in: United StatesSay hi to them at: https://www.franklintempleton.com/ | LinkedIn Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Summary By Concierge Medicine Today JANUARY 2026 - Concierge medicine and direct primary care didn't just grow — they surged more than 80% in five years. Headlines are spinning this as a threat to access and equity. But is that the full story? In this episode, the Editor-In-Chief of the industry's trade publication, Concierge Medicine Today, author and Host, Michael Tetreault, breaks down the latest national research and explains what's really happening beneath the surface. This isn't about luxury medicine. It's about physician burnout, broken reimbursement models, administrative overload, and doctors quietly redesigning their careers to survive. You'll hear why this shift is less about "escaping responsibility" and more about reclaiming sustainability, why corporate ownership is rising fast, and why concierge medicine didn't create the primary care shortage — it exposed it. If you care about the future of medicine, physician retention, and building healthcare that actually works, this conversation matters.

In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research's Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share the trends shaping assets and portfolio allocation in 2026. Learn more about Goldman Sachs' outlooks for the year ahead. This episode was recorded on January 7th and 8th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Three Clare schools are set to benefit from the allocation of new special education classrooms in time for the 2026/27 school year. It follows the announcement by Minister for Special Education, Michael Moynihan that 168 classes have been allocated to 159 schools nationwide.. Ennis National School, St.Flannan's College and Scariff Community College are the beneficiaries, with the classrooms consisting of one teacher and SNA catering for six students. Meelick Fianna Fáil Deputy, Cathal Crowe, is optimistic this allocation is the building block for further classes to be delivered this year.

A new financial report just dropped — and it could be the key to surviving 2026.Bitwise just broke down the ideal allocation between Bitcoin and Gold to protect your wealth against inflation, currency risk, and global uncertainty.

This episode was recorded on January 6th, 2026. In this episode of Unearthed, John Reade and Joe Cavatoni, Senior Market Strategists at the World Gold Council, kick off the new year with an update on the state of the gold market, exploring the factors influencing gold prices, including geopolitical tensions and ongoing economic conditions. They emphasise the importance of strategic allocation to gold in investment portfolios, distinguishing between short-term tactical trades and long-term strategies.  Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights.   About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

The Community Development Financial Institutions (CDFI) Fund announced the awarding of $10 billion in new markets tax credit (NMTC) allocation authority Dec. 23, 2025, 'for the combined 2024-2025 allocation round, a record-breaking amount of aggregate issuance authority that led to a record-breaking number of awardees. On this episode of the Tax Credit Tuesday podcast, Michael Novogradac, CPA, and Novogradac partners Brad Elphick, CPA, and Rebecca Darling, CPA, discuss the key aspects of this round that made it significant and theorize what changes might come to NMTC allocation in the future. The three also discuss the reasons why the CDFI Fund's announcement was delayed, and how that might impact the timeline of the 2026 application round.

Join Mike Radak, Alliant Financial Institutions, and David Finz, Alliant Claims & Legal, as they discuss recent court decisions and federal policy developments shaping coverage outcomes and emerging risk exposures. Mike discusses a favorable Southern District of New York decision affirming full coverage for an insured in a D&O coverage arbitration, highlighting key takeaways on allocation, best efforts and the application of New York's relative exposure rule. David then examines a new federal executive order on artificial intelligence, outlining its potential impact on state regulation, emerging liability exposures and insurance considerations across specialty lines.

Prepare Pop Corn, your hosts invite South-African skier Matt C Smith for an entertaining and full on argument about the quota allocation process for Olympic Games In this engaging conversation, the hosts and guest Matt C Smith delve into the complexities of quota allocation in cross-country skiing, particularly in the context of the upcoming Olympics. They discuss the misunderstandings surrounding small and large nations, the importance of relay events, and the role of media in promoting the sport. The dialogue emphasizes the need for systemic change in qualification standards and the importance of unity among nations to foster growth in the skiing community. Personal stories and experiences are shared, highlighting the challenges and triumphs of athletes from various backgrounds.

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Capital allocation is what makes or breaks a company's transformation, and every CFO must know how to deal with this flawlessly. Rachita Sundar, CFO of the cloud-based experience management platform Qualtrics, discusses how financial leaders should continuously evolve in this area to keep up with the rapid market changes. She joins Jack McCullough to explain how to use technology and data analysis to gain a competitive advantage, as well as her philosophies when it comes to talent recruitment and culture building. Rachita also opens up about her commitment to women's causes and how she takes care of the five most important things in her life.

Start your 2026 investing strategy with smarter moves, fewer fees, and less stress when markets get rocky. How should you invest in 2026 if tech stocks keep dominating the market? What's a smart checklist for leveling up your investing this year? Hosts Sean Pyles and Elizabeth Ayoola discuss diversification and investing tools to help you grow your wealth with a plan you can stick to. Then investing writer Alana Benson joins them to unpack what 2025's market swings can teach you, how to diversify beyond mega-cap tech stocks (including options like equal-weight funds), and how to choose the right account and platform while keeping fees and taxes in mind. Check out NerdWallet's Best-Of Awards: https://nerdwallet.com/awards  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: stock market 2026, how to start investing, passive investing, index funds, S&P 500, Magnificent 7, AI stock bubble, rebalancing portfolio, asset allocation, stocks vs bonds allocation, long-term investing, market volatility, timing the market, brokerage account, best brokerage for beginners, best investing app, best robo-advisor, Fidelity investing, Interactive Brokers, Wealthfront robo advisor, ETFs, target date fund, robo-advisor, IRA contribution limit 2026, Roth IRA, traditional IRA, SEP IRA, 401k match, 529 plan, college savings plan, and retirement investing. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben & Bob join Ellis Hammond to look back on a landmark year in which Aspen deployed approximately $140 million in capital. We walk you through our biggest verticals to see how oil & gas, debt & credit, and multifamily fared this year. And we share some strategies we're bringing into 2026.Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob's company and invest along at https://aspenfunds.us/

Too many healthcare marketers allocate budgets based on guesswork or last year's spend. Cardinal's approach is different.  On this episode of Ignite, Cardinal's media and analytics team break down how to build smarter investment foundations by understanding what is actually driving growth. The discussion covers how to separate paid impact from organic and other channels, align media investment with operational capacity and business goals, forecast outcomes before spend, and move beyond blended metrics using marginal economics. You'll hear honest conversation about common attribution traps, capacity constraints, and the trade-offs between efficiency and growth, along with practical frameworks for allocating budget across complex, multi-location healthcare organizations. You will learn: Understanding your digital mix before making investment decisions Capacity-driven, goal-aligned planning Forecasting outcomes using historical data and realistic assumptions Marginal economics and why blended metrics can be misleading Allocation frameworks for markets, locations, and service lines RELATED RESOURCES Why Capacity-Driven Marketing Is Non-Negotiable - https://www.cardinaldigitalmarketing.com/capacity-driven-marketing-media-investment-strategy/ How to Set Smarter Healthcare Marketing Goals - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/marketing-goal-planning/ When & How to Expand Your Healthcare Media Mix - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/expanding-channel-media-mix-strategy/ Marketing + Operations: Why Total Alignment is Vital to Growth - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/healthcare-marketing-operations-alignment/

Welcome to Episode 37 of Season 4 of the Vaguely Vaping Related Podcast. Today we try some Nixer Juice. It's an interesting test as Jimmy has Nic Salts, Dave mixes his 50/50 for MTL and Chandlers goes full DL 70/30 mix. The liquids are available at: https://dispergovaping.co.uk/ Listen to the podcast for a sneak exclusive code! Enjoy Chandler, Jimmy & Dave

Send me a messageCan your pension quietly sabotage your climate and supply chain goals without you ever knowing?What if one of the biggest risks to resilience isn't logistics or energy, but where your money sleeps at night?In this episode, I'm joined by Scott Ryan, founder and CEO of Investature, to unpack a part of the sustainability conversation that's usually ignored. Finance. Specifically, the financial supply chain hidden inside pensions, retirement plans, and long-term investments. And why it matters now, when climate risk, stranded assets, and resilience are colliding.We dig into why pensions, with their 20–30 year horizons, are paradoxically funding the very risks they're meant to protect against. You'll hear how financial supply chains can dwarf Scope 1, 2, and even Scope 3 emissions, and why most sustainability strategies still fail to account for them. We break down why reallocating even 1% of global capital could materially close the climate finance gap, without sacrificing returns or fiduciary responsibility.You might be surprised to learn why bonds, not equities, may be the most powerful lever for climate action, how “double bottom line” investing actually works in practice, and why education and incentives matter more than regulation alone. Scott also explains why ESG has become a distraction, and how clearer, data-driven financial choices can drive real behaviour change across organisations and supply chains.If you care about supply chain resilience, sustainability, risk, and visibility, this conversation connects dots most people never see. Quietly. Uncomfortably. Usefully.

Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe.As the leader of a platform with over $300B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have their finger on the pulse of what's happening in private markets across the globe.Lawrence and I had a fascinating discussion. We covered:Lawrence's recent trip to Asia and the pulse on the ground.Asia's growing interest in private markets.How wealth management market structures differ across the globe and what it means for alternatives distribution.Data-driven personalization for investors.Thanks Lawrence for a great conversation … look forward to the next episode! Show Notes00:00 Introduction to the Latest Episode of the Alts Pulse00:18 Insights from Asia00:40 Comparing Asia and US in Private Markets01:43 Wealth Management Market Structure02:06 iCapital's Focus on Technology02:49 Advisors' Allocation to Alternatives03:13 Evergreen Products and Client Needs03:53 HSBC and iCapital Surveys04:22 Global Adoption of Evergreen Products05:13 Distribution and Education in Private Markets06:15 Model Portfolios and Custom Exposures08:03 Strategic Distribution for GPs08:19 Global Distribution Expansion12:33 Personalization in Wealth Management14:01 Data-Driven Personalization14:45 Private Banks and Alternative Allocations16:37 Thoughts About GPs and Distribution17:24 Balancing Personalization and Scale

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Don't miss the boat on massive tax savings when you sell your company—most business owners wait too long and pay millions more than they should. Discover a powerful, decades-old strategy to legally defer nearly all your capital gains taxes and secure a lifelong income stream after your business exit. Learn when to act and exactly which experts to assemble for your winning exit planning team. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business Can you sell your business and pay $0 in federal income tax? Why You Need To Think About Taxes Early When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this episode of the Crisis Lab Podcast, host Kyle King speaks with Tom Sivak, Chief Emergency Manager at Emergency Management One, about the fundamental shift in the crisis management profession from a knowledge economy to an allocation economy. What it reveals: the unsustainable nature of manual information processing in an era of polycrisis and velocity. With emergency management agencies facing chronic understaffing and budgets that demand "more with less," the traditional model of the "Rolodex leader" who holds the entire plan in their head is failing. Sivak argues that trying to manually process the astronomical amount of data in modern crises is no longer a badge of honor, it is a strategic vulnerability. This conversation offers a pragmatic roadmap for operationalizing AI not as a tech trend, but as a survival mechanism. It reflects what modern leadership demands: moving from being the "writer" of every brief to the "editor" of intelligence, building "blue sky" muscle memory so tools work when the pressure mounts, and reclaiming the "gut intuition" that only a human can provide. Show Highlights [04:00] Why AI is the only scalable solution for the "do more with less" mandate [06:00] The "Forethought" Principle: Why using AI only during disasters guarantees failure [08:00] Parallels to 1994: How the industry feared the internet before it became essential [13:00] The maturity model shift: Moving leaders from "writers" to "editors" [17:00] Using efficiency to focus on community resilience and mental health [21:00] The Human Lever: Why algorithms can process data but cannot replace gut intuition [23:00] Why value now comes from directing resources, not retaining facts [25:00] Validating the Emergency Manager's role as the original "Allocation" leader

This week on the Retirement Quick Tips podcast, I'm sharing with you my year-end financial checklist. With only a few weeks before the end of the calendar year, there's still time to complete these before year-end.  Today, I'm talking about reviewing your allocation to stocks and rebalancing

Scott finds it difficult to manage asset allocation and buckets across multiple accounts and asks for an efficient way to coordinate everything. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Joe Cavatoni argues gold will keep heading upwards in 2026, although perhaps not at the same pace. Investors all over the world are looking for safety, driving the price higher. As far as one's own portfolio, Joe gives tips on how to size a position in the metal, looking at 5%-10% allocation. While he doesn't give a price target, Joe offers catalysts to watch next year. “The weak spot we have is if jewelry continues to slow.”======== 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/2v9tH6DSubscribe 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

Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everyone wants better returns. Almost no one talks about where those returns should live.You can own all the right investments and still lose thousands a year if they sit in the wrong place.Asset location is one of those quiet advantages that doesn't make headlines but changes everything behind the scenes. It's how you line up your accounts so they work together instead of against each other. The difference isn't theoretical. It's real tax savings, smoother withdrawals, and more flexibility when life doesn't go according to plan.Ari Taublieb, CFP®, shares how investors nearing retirement can rearrange what they already own to keep more of what they've earned. It's not about being clever. It's about being coordinated — so your Roth, IRA, and brokerage accounts each play their role in funding your next chapter.This is the part of retirement planning most people never see, and that's why it matters. The right structure doesn't just build wealth. It buys time, peace, and choice.Listen now to see how small moves today can open more space to live tomorrow.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Markets rise and fall—but not all cycles tell the same story. What do those ups and downs really mean for your investments?Scripture reminds us in Ecclesiastes 3:1, “To everything there is a season, a time for every purpose under heaven.” Just as God designed natural cycles—the sun, the tides, the seasons—financial markets also move through cycles. While less predictable, these patterns help us understand where we are in the investing journey and how to prepare wisely for what's ahead.According to Mark Biller, Executive Editor at Sound Mind Investing (SMI), the two most common market cycles are known as bull markets (when prices rise) and bear markets (when prices fall). But within those categories lie two distinct types of trends: cyclical and secular.Cyclical vs. Secular: What's the Difference?“The terms might sound fancy,” says Biller, “but they really describe short-term versus long-term cycles.”Cyclical markets are the short-term ups and downs—periods that might last a few months to a few years.Secular markets are the broader, long-term trends that can span decades—often between 10 and 40 years.Think of it like waves on the ocean. Cyclical markets are the smaller waves that move in and out, while secular markets are the larger tides that shape the shoreline over time.Learning from History: Market ExamplesFrom 1968 to 1982, the S&P 500 was essentially flat—a 15-year stretch where inflation eroded nearly 60% of investors' purchasing power. That's what economists call a secular bear market—a long-term period of little to no progress.Yet within that broader season, there were multiple shorter-term bull and bear cycles. Investors who recognized those patterns could navigate the market with more perspective and less panic.The same was true from 2000 to 2009, another decade of overall stagnation in U.S. stocks. “But even then,” Biller notes, “we saw two cyclical bear markets with a five-year bull market sandwiched between them.”The takeaway? Even in long-term downturns, some shorter-term opportunities and recoveries keep markets moving forward over time.Why It Matters—Especially for Bond InvestorsUnderstanding these cycles isn't just an academic exercise. “It's actually more helpful when it comes to bonds than stocks,” Biller explains.That's because bond markets move in much longer secular cycles. From 1982 to 2021, the U.S. enjoyed a 40-year secular bull market in bonds as interest rates steadily declined from 15% to near zero. But since 2020, that trend has reversed. “Interest rates have been rising again,” Biller says, “and that's led to negative returns for many bond investors over the last five years.”This shift could signal the beginning of a secular bear market for bonds—a long period in which rising interest rates make it harder for bonds to perform well.Rethinking the Classic 60/40 PortfolioFor decades, the “60/40” portfolio—60% stocks and 40% bonds—was the gold standard for balanced investing. But in today's environment, that mix may need to evolve.“At Sound Mind Investing (SMI), we've reduced our bond allocation to around 30%,” Biller explains. “We haven't abandoned bonds altogether, but we're diversifying beyond them.”That diversification includes strategies like:Dynamic asset allocation—adjusting investments as market conditions shiftGold and commodities—as hedges against inflationReal estate and energy stocks—for long-term growth potentialAlternative assets like Bitcoin (in small doses), to add further varietyBuilding a Portfolio That Endures Every SeasonWhether markets are bullish or bearish, cyclical or secular, the goal remains the same: build a portfolio that's resilient and rooted in wisdom.Biller's encouragement for long-term investors is simple:“We're not advocating for dramatic changes, but rather thoughtful diversification. The goal is to build portfolios you can stick with through every kind of market season.”That perspective echoes a deeper truth for believers: our ultimate security isn't found in market trends but in God's unchanging character. Markets may rise and fall, but His promises endure forever.Faith, Patience, and PerspectiveUnderstanding both short- and long-term market cycles helps us invest with patience, discipline, and faith—trusting that God is sovereign over every season, financial or otherwise.As Proverbs 21:5 reminds us, “The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.”In every bull and bear market, we're called to plan wisely, give generously, and trust deeply—knowing that the One who holds the future also holds us.For more practical investing insights and biblical wisdom, visit SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I'm nearing retirement with no debt and some investment savings, but I don't have a pension. Would it make sense to use part of my investments to buy an annuity for guaranteed monthly income in addition to Social Security?I'm in my 70s, retired, and divorced, and much of my income goes toward alimony. How can I balance saving for emergencies while still giving more to the Lord's work, which I see as the greater reward?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Sound Mind Investing (SMI)Bulls and Bears, Cyclical and Secular (SMI Article by Mark Biller and Joseph Slife)SMI Dynamic Asset Allocation Model StrategyWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. 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