Podcasts about Allocation

E Freideg de Moie waren déi éischt zwou Sozialronnen Thema an der Emissioun "Invité vun der Redaktioun".

Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.

The latest price moves and insights with Digital Assets Council of Financial Professionals founder Ric Edelman.To get the show every week, follow the podcast here.Digital Assets Council of Financial Professionals founder Ric Edelman has shifted his crypto investment advice from a 1% allocation in 2021 to as much as 40% today. Following the passage of landmark stablecoin legislation, he breaks down why the political and regulatory environment has never been more bullish for digital assets.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free-This episode was hosted by Jennifer Sanasie. “Markets Outlook” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Digital Assets Council of Financial Professionals founder Ric Edelman.To get the show every week, follow the podcast here.Digital Assets Council of Financial Professionals founder Ric Edelman has shifted his crypto investment advice from a 1% allocation in 2021 to as much as 40% today. Following the passage of landmark stablecoin legislation, he breaks down why the political and regulatory environment has never been more bullish for digital assets.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free-This episode was hosted by Jennifer Sanasie. “Markets Outlook” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of 7 Figure Annuity Sales, host Caleb North shares the insights, lessons, and hard truths he wishes he knew when starting out in the annuity industry. If you're a new or aspiring annuity agent, this episode is your shortcut to avoiding costly mistakes and setting yourself up for long-term success from day one. ➡️ You'll learn: - The biggest misconceptions new agents have about selling annuities - What actually drives production and client trust in the early stages - The foundational habits and mindsets that lead to sustainable business - Tips for finding the right product fit, marketing strategy, and mentorship - Practical guidance on getting licensed, meeting training requirements, and starting your practice with confidence This episode is a mix of real talk, encouragement, and tactical advice designed to help new agents hit the ground running—without the confusion, hype, or trial-and-error that holds so many back.

We break down the wild swings of Q2 2025 markets (did you know it was the first time since 1938 the S&P 500 was both up AND down 10%+ in a single quarter?!

Dr. Thomas Schamberg, der SVP of Supply Chain von Evonik hat mit seinem Team in den letzten Jahren die Supply Chain von Evonik grundlegend transformiert und ist deshalb in diesem Jahr im Gartner Top 25 Ranking im Bereich Industrial Manufacturing unter den besten Supply Chains der Welt gelistet. In diesem Gespräch erklärt Thomas unserem Host Boris Felgendreher, wie genau das gelingen konnte. Unter anderem geht es dabei um folgende Themen: Gartner Supply Chain Top 25: - Evonik auf Platz 12 im Gartner Supply Chain Top 25 Ranking (Industrial Manufacturing) - Frühere Platzierung 2019: Platz 156 – lange Entwicklung Rückblick auf die Ausgangslage (ca. 2020): - Große Reorganisation bei Evonik - Supply Chain wurde erstmals als Managementfunktion etabliert - Vorher fragmentiert über Geschäftsbereiche organisiert - IT-Landschaft sehr heterogen („maximale Entropie“) - Kein einheitliches Supply Chain-Verständnis im Unternehmen Transformationsstrategie: - Iterativer Ansatz statt Großprojekt mit Beratern - Fokus auf Co-Creation mit internen Teams weltweit - Prozesse, Rollen, Daten, IT-Systeme sukzessive harmonisiert - Einführung von SAP IBP (Integrated Business Planning) - Festlegung globaler Standards – z.B. Demand-Planung im IBP Konkrete Maßnahmen und Herausforderungen: - Excel-basierte Planung wurde abgelöst (teilweise noch im Einsatz) - Customer Service wurde aus dem Vertrieb in die Supply Chain verlagert - Standardisierung trotz unterschiedlicher Geschäftsmodelle nur begrenzt möglich (z. B. Prozessindustrie vs. diskrete Fertigung) - Drei System-Strategien: 1. SAP-Standardmodule. 2. Custom SAP IBP-Module (z. B. Allocation in komplexen Produktionsplattformen). 3. Lokale Flexibilität mit zentralen Leitplanken Balance zwischen Standard und Flexibilität: - „Schatten-IT“ (z. B. Power BI von Citizen Developern) ist akzeptiert, solange sie kontrolliert und skaliert wird - Erfolgreiche Projekte (z. B. Reporting in USA) wurden institutionalisiert - Rahmen für dezentrale Innovation: Sicherheit, Datenmodell, Cyber Security Logistik und Partnerschaften: - Komplexe Transportlandschaft war Schwachstelle (v. a. Outbound) - Seit 2021 Zusammenarbeit mit externen Logistikpartnern (z. B. Uberfreight, Lechaco) - In USA bereits erfolgreich umgesetzt – Europa folgt - Vorteile: höhere Transparenz, reduzierte Komplexität, bessere Nachverfolgung Menschen & Organisation: - Supply Chain als Karriereweg etabliert – mit klaren Rollenprofilen und Pfaden - Aufbau einer „Supply Chain Academy“ mit Trainings & Lernpfaden - Erste globale Supply Chain Konferenz bei Evonik zur Stärkung von Gemeinschaft & Wertschätzung Ausblick & künftige Herausforderungen: - Reorganisation: von 3 auf 2 Segmente, Gefahr des Rückfalls in alte Muster - Fokus auf Irreversibilität der Transformation - Rollout von weiteren Systemen (Response & Supply, Production Planning) - Digitalisierung & KI bleiben große Themen - Kostendruck bleibt Antrieb zur Weiterentwicklung Hilfreiche Links: Evonik: https://www.evonik.com/de.html Dr. Thomas Schamberg auf LinkedIn: https://www.linkedin.com/in/thomas-schamberg/ Boris Felgendreher auf LinkedIn: https://www.linkedin.com/in/borisfelgendreher/ BVL: https://www.bvl.de/

Semaine #30. 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 by Ausha. See ausha.co/privacy-policy for more information.

John Ley breaks down TriMet's “Better Red” light rail expansion and uncovers that most of the $204 million wasn't spent on trains, tracks, or stations. With Washington residents poised to help fund future light rail via the IBR project, Ley urges greater scrutiny of how public transit money is spent. https://www.clarkcountytoday.com/opinion/opinion-trimet-better-red-cost-allocation-revealed/ #Opinion #TriMet #BetterRed #LightRail #IBR #MAXRedLine #PublicTransit #TransportationSpending #JohnLey #TransitAccountability

Join this channel to get access to perks:https://www.youtube.com/channel/UCx4dmnboK_6xnUACSpnxxMg/join#Portfolio #ETFs #Finance #StockMarket #Investing

In this episode of 7 Figure Annuity Sales, host Caleb North delivers a powerful message every agent needs to hear: stop trying to make one annuity do everything. Whether it's a MYGA, FIA, or income rider product, each annuity has a core strength—and your job is to match that strength to your client's primary need, not chase a “Swiss Army knife” solution. ➡️ In this episode, Caleb breaks down: Why trying to cover growth, income, safety, and liquidity in one product often backfires The importance of identifying a product's true purpose—and staying disciplined in how you present it How to avoid analysis paralysis when selecting annuities for clients Real-world examples of how agents get it wrong—and how to get it right A mindset shift that will lead to better client outcomes and cleaner sales If you're trying to build a business based on clarity, confidence, and consistent results, this episode will help you stop overcomplicating and start strategically positioning the right product for the right reason.

Semaine #29. 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 by Ausha. See ausha.co/privacy-policy for more information.

Dean is back in the studio as the Greenberg Financial Group team unpacks the whirlwind of political, economic, and market shifts shaping 2025. From the passage of the much-hyped Big Beautiful Bill and its economic implications to the explosive growth of Nvidia, the first $4 trillion company, this episode covers it all. We dissect the evolving AI landscape, spotlighting the companies poised to benefit, and dive into Bitcoin's record-breaking surge, what's fueling it and where it may go next. Whether you've been glued to the markets or just tuning back in, this episode is your all-in-one catch-up on the year so far and what's still to come.If you would like to contact us to learn more about our firm and our process call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

Bitcoin dominance is on the decline while its price remains steady, indicating a significant shift in capital towards altcoins. This trend is a key indicator that the altseason of 2025 has begun, as capital rotation from Bitcoin to alternative cryptocurrencies gains momentum. The Altcoin Index has entered a critical zone, mirroring patterns observed in previous cycles of 2017 and 2021, which suggests a potential for major altcoin growth in the coming year.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 intro00:28 Sponsor: Tangem00:48 High-Risk Low Cap Portfolio01:01 Polygon $POL03:17 Jupiter $JUP04:00 Helium $HNT04:31 Anime Coin $ANIME05:47 G.A.M.E. $GAME06:45 Bluefin $BLUE07:54 Star Atlas $ATLAS08:36 Byte A.I. Agent $BYTE10:22 Hitdex $HIT11:35 Degen Portfolio In Progress12:09 outro#Crypto #altcoins #ethereum~Paul's Emergency Degen Altcoin Portfolio

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

In this episode of 7 Figure Annuity Sales, host Caleb North breaks down one of the most critical—and misunderstood—components of fixed indexed annuities: index strategies. If you're selling annuities without fully grasping how caps, spreads, participation rates, and crediting methods work, you're leaving both value and trust on the table. ➡️ In this episode, you'll discover: The core index strategies used in modern annuities (and when to use each) How to explain performance triggers, point-to-point crediting, and volatility control indices to clients Why not all index strategies are created equal—and what to look for in carrier design How to evaluate client suitability based on strategy, not just sizzle Proven tactics to position index strategies with clarity and confidence in your sales process Whether you're a new agent or already writing consistent premium, this episode is your complete guide to understanding and using index strategies to maximize client outcomes and build trust through transparency.

Semaine #28. 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 by Ausha. See ausha.co/privacy-policy for more information.

Reliability Allocation Abstract Enrico and Fred discuss various approaches to allocation. Key Points Join Enrico and Fred as they discuss the pros and cons of different approaches to reliability goal allocation for subsystems and components. Topics include: Is there value in allocation goals for each component in a system? What is the purpose of allocation? […] The post SOR 1084 Reliability Allocation appeared first on Accendo Reliability.

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *This episode is brought to you by ⁠⁠⁠B⁠⁠⁠⁠oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠*Today's episode is all about the Finance & Accounting function: My guest is Nicholas Andrews, who is the Founder of Aspen Consulting Group, a company that performs finance, accounting, and operations consulting for a wide range of small and medium sized businesses. Our conversation begins with several questions about how to manage cash and other sources of liquidity amid all of the macroeconomic volatility & uncertainty we're currently witnessing. We then discuss the topic of employee financial literacy, including the question of how transparent CEOs should be with company financials, and then move to questions of capital allocation and how CEOs should think about spending the cash that they generate, and finally we conclude with several considerations related to hiring, specifically focusing on the question of how CEOs should think about hiring a senior finance & accounting leader.Please enjoy!

An air of uncertainty is driving more investors toward gold IRAs as a retirement hedge. But do they have a clear understanding of what gold can realistically offer as an asset?Insight from https://msgoldira.com/gold-may-be-set-to-bounce-back-after-a-recent-fall/ MsGold IRA City: Cushing Address: 2340 East Main Street Website: https://msgoldira.com

#235: Chris shares his personal 10-step money allocation framework to help prioritize savings, investments, and financial flexibility. He also dives into advanced strategies for tax optimization, liquidity, and real-world application through listener questions. Link to Full Show Notes: https://chrishutchins.com/10-step-money-allocation-framework Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Copilot Money: Free 2 months access to my favorite personal finance app with code HACKS2 LMNT: Free 8-count sample pack of my favorite electrolyte drink mix MasterClass: Learn from the world's best with 15% off For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Brian Feroldi's Emergency Fund Size Formula Wealthfront: Get $5k managed free here and get a 0.5% APY boost here Daffy: Get free $25 for charity here Direct Indexing: Frec ATH Podcast Ep #144: Leveraging Tax-Advantaged Accounts to Maximize Your Wealth with Katie Gatti Tassin Ep #168: Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle Ep #177: Best Bank Account Setup to Earn Interest on All Your Cash Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@allthehacks.com Full Show Notes (00:00) Introduction (02:03) Quick Episode Overview (03:37) Step 1: Operating Cash (05:14) Step 2: Employer Match (06:21) Step 3: Urgent Debt Payoff (07:56) Step 4: Safety Net (11:49) Step 5: Short-Term Goals Fund (13:30) Step 6: Debt Review (15:44) Step 7: Tax-Advantaged Investing (21:38) Step 8: Brokerage Investing (30:16) Step 9: Education Investing (31:23) Step 10: Optional Debt (32:48) Why You Should Prioritize Liquidity (37:51) Types of Alternative Cash Savings (40:48) The Margin Call (43:28) Listener Q1: Strategy for Using Money from House Sale (47:07) Listener Q2: How to Leverage Tax-Loss Harvesting (50:35) Listener Q3: Effective Ways to Manage Your Investment Portfolio (55:00) Listener Q4: Thoughts on Financial Advisors Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management, joins us for a no-nonsense breakdown of where we are headed: a global credit implosion, the devaluation of fiat currency, and a historic wealth transfer into gold and silver. He explains why 30% of your portfolio should be in precious metals, why silver will outperform gold, and how to protect your assets from the storm that's already underway.#gold #silver #marketcrash ------------

Semaine #27. 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 by Ausha. See ausha.co/privacy-policy for more information.

Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including Grove's $1B allocation, Digital Asset's $135M raise, tokenized stocks and more RWA news!   Company of the Week - Herwig: Dinari Company of the Week - Kyle: Davis Commodities   Companies covered include Grove, Janus Henderson, Anemoy, Centrifuge, Republic, SpaceX, Dinari, Upexi, Superstate, Digital Asset, Canton Network, DRW, Tradeweb, FalconX, Lynq Network, Wormhole, Ripple, Nasdaq, QCP, Davis Commodities, Plume, Blocksense, Jarsy, Baillie Gifford, Archax, BlackRock, Ethena, Securitize, KfW, SDX, MTCM Securitization Architects, Tokeny, Matrixdock, SPiCE VC, Clearpool, Fiserv, Solana, Mastercard, Paxos, PayPal, Particula, Agora, and EFAMA ==== TokenizeThis 2025 Conference Review: https://docsend.com/v/k8bn7/tt25  STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9    More STM.co Reports: https://reports.stm.co/  Join the RWA Foundation and Read the Whitepaper: RWAF.xyz  Learn More About WALLY DAO: WallyDAO.xyz  ==== ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 1:56 Market Movements 18:00 RWA Foundation Updates 20:18 Token Debrief 40:14 Companies of The Week  

Chaque jour, votre coaching financier : on vous coache pour vous aider à devenir meilleur investisseur.

 00:00 Introduction to Coffee Terminology02:50 Understanding FOB and Its Importance05:57 The Process of Coffee Stripping09:05 Buying Forward: Securing Future Inventory12:02 Defining Your Coffee Position15:06 Delivery Orders and Their Role17:49 Understanding NANS and Its Implications21:10 Grain Pro: Enhancing Coffee Quality23:56 The Role of the Green Coffee Association27:12 Hedging: Managing Risk in Coffee Trading27:54 Understanding Hedging in Coffee Trading30:17 The Importance of Allocation33:38 Counterparty Dynamics in Coffee Transactions35:51 Differentials: A Unique Pricing Strategy38:32 Long and Short Positions Explained41:52 The Concept of Lots in Coffee Trading46:32 Understanding Carry Charges49:52 Unit of Measure: The Basics of Coffee Pricing  Visit and Explore Covoya! TAKE OUR LISTENER SURVEY

In this powerful episode of 7 Figure Annuity Sales, host Caleb North pulls back the curtain on the often-misunderstood world of annuity bonuses. While bonus features can look enticing on paper, Caleb highlights the hidden pitfalls that many agents overlook—costly strings, limited use cases, and client outcomes that fall short of expectations. ➡️ What you'll learn in this episode: - The real mechanics behind annuity bonuses and how carriers apply them - 3 key scenarios when a bonus actually benefits your client (and why they're rare) - How to calculate the true cost of a bonus, factoring in surrender charges, crediting rates, and policy terms - Common sales myths around bonus-driven annuities—and how to avoid falling for them - Tactical advice on when & how to position bonus features as a genuine value-add Whether you're a seasoned annuity advisor or just getting started in the financial planning space, this episode gives you a clear-headed, no-nonsense approach to assessing bonus-driven products. Caleb's insights can help you protect your clients' interests—and your credibility as their trusted advisor.

How does the treasury team impact corporate strategy? In this episode of Corporate Finance Explained, we break down the critical role of the corporate treasury function, including liquidity management, financial risk mitigation, and capital allocation.

In this week's episode of Money Matters, brought to you by Greenberg Financial Group, we break down a dramatic week in the markets—where geopolitical tensions collided with economic optimism.The biggest headline? A major escalation in the Middle East, as Israel launched targeted strikes on Iran's nuclear facilities, taking out senior military leaders. The result: oil prices spiked, risk assets pulled back, and safe havens like gold and Treasuries saw a surge. Investors are now on edge heading into the weekend.Earlier in the week, markets were buoyed by encouraging inflation data and renewed cooperation between the U.S. and China, pushing stocks back near all-time highs—until Friday's events reversed that momentum. We walk you through the full picture.In this episode:Market reaction to the Israel-Iran conflict and what it could mean for energy, defense, and safe-haven assetsKey company earnings and which names are most vulnerable to global instabilityA clear, simple explainer on Bitcoin and stablecoins — what they are, how they work, and whether they deserve a place in your portfolioA breakdown of Project Stargate — a massive AI data center buildout in Texas — and the infrastructure plays investors should be watchingIf you're looking to understand what just happened, what's likely to happen next, and how to position smartly through it all — this episode delivers.If you would like to contact us to learn more about our firm and our process call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation ideas for a recession (19:35). Elon Musk, escalating debt, and the big, beautiful bill (28:10). Israel, Iran, and oil (45:35). What's driving Bitcoin surge (58:40).Show Notes:Will War Trigger A Bear Market And Spike In Oil?Will Macroeconomic Shocks Lead To Business Cycle Recession?Is Elon Musk Right About A US Debt Crisis?CPI inflation comes in softer than expected in MayEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Do you ever feel like you're just going through the motions at work, unsure about the exact strategy to guide your decisions? This episode will change that.In the business world, the word “strategy” is quite the buzzword. But what does it really mean to think and lead strategically? And what can you do as a manager to get better at it?If you want to stop wasting time and start making powerful strategic decisions no matter your position, today's guest is here to unpack everything you need to know about being strategic.Today's guest is Rich Horwath, CEO of the Strategic Thinking Institute. Over the past 20 years, Rich has helped more than one million managers around the world learn how to think, plan, and act strategically. He is a New York Times bestselling author of 8 books on strategy and his vision is to teach the world to be strategic.In this episode, Rich shares his insights on how strategy is often misunderstood and why it's crucial for everyone—from individual contributors to senior leaders—to think strategically.He breaks down the difference between strategy and tactics, explaining how understanding the distinctions can lead to better decision-making. He also shares a practical framework for everyday strategic thinking and how to manage your time, allocate resources wisely, and pivot when necessary to stay on coursePlus, in the extended episode available to Podcast+ members, Rich delves into what isn't strategic thinking and the tools that will help you act more strategically.Join the conversation now!Get FREE mini-episode guides with the big idea from the week's episode delivered to your inbox when you subscribe to my weekly email.Conversation Topics(00:00) Introduction(00:23) The difference between strategy and tactics explained(04:10) Why strategy matters at every level of the organization(06:08) The 3 As framework: Acumen, Allocation, and Action(07:57) What it looks like to apply the 3 As framework in practice(12:06) Making smart decisions through resource allocation(18:34) How to stay strategic in a constantly changing environment(22:39) A real-world example: Adjusting tactics to align with strategy(25:30) A great manager Rich has worked for(26:39) Keep up with Rich(27:27) [Extended Episode Only] What it looks like when you're not being strategic(30:59) [Extended Episode Only] Tools to help you act more strategicallyAdditional Resources:- Get the extended episode by joining The Modern Manager Podcast+ Community for just $15 per month- Read the full transcript here- Follow me on Instagram here - Visit my website for more here- Upskill your team here- Subscribe to my YouTube Channel here Keep up with Rich Horwarth- Follow Rich on LinkedIn here- Subscribe to his YouTube channel here- Listen to the Strategic Minds Podcast here- Check out StrategicThinking Institute here for moreBook Giveaway - 5 copies of Strategic AND Free White Paper on DelegationRich is giving away five copies of his book STRATEGIC: The Skill to Set Direction, Create Advantage, and Achieve Executive Excellence, which Inc. Magazine described as “A top 4 must read business book to kick off the year.” In the book, Rich shares practical tools, tips, and techniques he's developed over two decades that can help you think, plan, and act strategically in every area of your business. And, members of Podcast+ can download Rich's White Paper: Lead at Your Level, which addresses the importance of delegation to a leader's success. In the article, Rich shares the four factors that are crucial to effective delegation and the ability to unlock dozens of hours of extra time each year.To get this bonus and many other member benefits, become a member of The Modern Manager Podcast+ Community.---------------------The Modern Manager is a leadership podcast for rockstar managers who want to create a working environment where people thrive, and great work gets done.Follow The Modern Manager on your favorite podcast platform so you won't miss an episode!

In this episode, we explore the importance of embracing technology to run a more efficient and scalable annuity business. From organizing client data to streamlining your sales process, the right tools can save time, reduce errors, and help you stay focused on what matters most—serving your clients. We talk about how adopting tech doesn't replace hard work; it enhances it. If you want to stay competitive and maximize your impact, learning to use technology effectively is no longer optional—it's essential.

(00:00) Intros(01:04) Discussing Booz Allen Hamilton(14:30) Are we at peak Yale endowment allocation?(27:15) Is Uber Investable?(33:30) Our use of A.I. (39:50) DisclaimersEmail us your thoughts and questions at info@gfiic.com!

Want to master your marketing funnel? Our Meta Ads Manager, Jonathan Paquin, shares how to budget effectively, understanding the important link between L2 and L3, and the key metrics to track for optimal results.Our Marketing Director, Bryan Caranto, asks our Meta Ads experts your questions! So don't hesitate to type away in the comment section below.The viewer's question is from this video: •

As the summer heat rolls in, so do fresh headlines with major market implications. In this episode, we break down the latest twists in global trade policy—from Trump's temporary pause on EU tariffs to rising tensions with China—and what that could mean for your portfolio. We'll also dissect the earnings from giants like NVIDIA and Costco to see what's under the hood of this market rally (or is it just a mirage?). Plus, we share how our tailored financial planning process helps cut through the noise and match clients with the right vehicles for long-term success. Whether you're a seasoned investor or just trying to keep your financial footing, this episode packs the insight you need to stay one step ahead.If you would like to contact us to learn more about our firm and our process call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

In this episode, we unpack why becoming an expert in the annuity industry isn't the finish line—it's the starting point. Having a solid grasp of products, strategies, and regulations is the bare minimum every agent should strive for. But what separates the average from the elite is what you do beyond that—going the extra mile for your clients, working closely with carriers, and constantly leveling up your knowledge and effort. If you want to be a top producer, it starts with expertise, but it takes much more to truly stand out.

How do companies decide where to invest, when to return cash to shareholders, or when to take bold risks on new technologies? In this episode of Corporate Finance Explained, we break down capital allocation, the art and science behind a company's biggest money decisions.From ROI and NPV to multi-billion dollar bets on streaming, cloud computing, and biotech, this deep dive features case studies from Amazon, Apple, Microsoft, Netflix, Pfizer, and more. Learn how capital allocation drives long-term value, and how to spot it in your own company or investments.In this episode, you'll learn:What capital allocation really means and why it mattersThe key metrics (ROI, NPV, IRR) behind investment decisionsReal-world strategies from Amazon (AWS), Apple (stock buybacks), and Microsoft (Azure)Warren Buffett's approach to acquisitions at Berkshire HathawayHow companies like Netflix, Disney, Intel, and Pfizer made bold capital betsHow to evaluate capital allocation as an FP&A analyst or investorWho this episode is for:This episode is for finance professionals, FP&A analysts, investors, and business strategists who want to understand how capital allocation decisions shape value creation. It's also valuable for anyone making or analyzing investment decisions—inside a company or in the stock market.

Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloomberg MVP index. Momentum, volatility, valuations and profitability (8:30). Evolution of markets (17:00). Why valuations for biggest large caps are so high (24:45). Where should your capital be allocated? (36:20)Show Notes:Markets And Dividend Investing Are Evolving - How To Take AdvantageSmall Cap NuanceEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this episode, we talk about the deeper mission behind Retirement Realized—building high-character individuals first, because true success in this industry starts with who you are, not just what you achieve. The goal isn't just to create top producers, but people who lead with integrity, generosity, and a genuine desire to serve others. That kind of character shows up before the big numbers ever do, and it's exactly what sets the foundation for lasting success in the annuity business and beyond.

In this episode of Paisa Vaisa, Anupam Gupta hosts Manish Gunwani, Head of Equity at Bandhan AMC. They discuss the impact of India-Pakistan tensions on markets, India’s zero-deficit goal, and the manufacturing boom ahead. Manish shares his career journey, insights on Bandhan AMC’s products, views on interest rates, and the rising role of AI in investing. Listeners will also learn where Indian families invest, future equity trends, and the importance of equity allocation in financial planning.

This episode covers two often overlooked but critical areas for annuity agents: tracking your numbers and understanding Roth conversions. We explore why consistently monitoring your activity and performance metrics can lead to smarter decisions and better results. Then we break down the value of Roth conversions, how they fit into retirement planning, and why they can be a powerful tool in client conversations. Packed with practical insights, this episode is all about tightening your process and adding more value to every appointment.

This week on the Red Dirt Agronomy podcast, the "Doctor's of Dirt, & Everything That Grows From It" talk about the southwest corner of the state—where the cotton fields stretch wide and the water's been mighty scarce. Dr. Brian Arnall, Dr. Josh Lofton, and Dave Deken catch up with Maxwell Smith, the IPM specialist working boots-on-the-ground in Altus. Maxwell breaks down the unique challenges of farming cotton in a region where irrigation depends on the Lake Lugert-Altus canal system—and where just a few inches of water can make or break your season.They talk through the nuts and bolts of the irrigation setup, why cotton works (when it works), and what's pushing some farmers to roll the dice on dryland corn. You'll also hear why herbicide resistance is bringing back “old-school” weed control, how new cotton trait tech like ThriveOn is changing early-season insect control, and what the future looks like for peanuts in Caddo County. If you grow cotton, peanuts, or anything under hot skies and dry dirt, this episode's got your name on it.[00:00–02:00] Max Smith on Altus, cotton, and canal-fed irrigation[03:00–06:00] Allocation math, irrigation upgrades, and lining the ditches[06:30–10:30] Cotton economics, price drops, and crop-switching trends[11:00–16:00] IPM 101: Bugs, weeds, and managing the early season[16:30–20:00] Trait tech: What's working, what's not, and what's next[20:30–24:00] Rotation talk: Corn, cotton, and keeping weeds guessing[24:30–29:00] Peanuts in Oklahoma: acreage trends, water woes, and weeds RedDirtAgronomy.com

In this episode, we unpack why the carrier behind the product matters just as much as the product itself during the fact-finding process. While several annuity products might check all the boxes for a client's needs, the carrier you choose can have a major impact on the client experience—from service and support to long-term stability and trust. Chad shares why digging deeper into carrier differences is a crucial part of doing what's truly in the client's best interest, and how being intentional with this step can set you apart as a top-tier agent.

This episode explores how Bitcoin investors can build resilient portfolios, respond to economic slowdowns, and make smarter money and time decisions. Expert insights on real estate trends, estate planning, and hedging strategies round out a comprehensive discussion. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:45 - The sustainability of Bitcoin's rally and long-term price outlooks. 05:35 - Trends in Bitcoiners' real estate investments amid housing illiquidity. 07:43 - How to interpret downgraded global growth forecasts for personal planning. 11:12 - How Bitcoiners can diversify portfolios while managing volatility. 19:45 - Entrepreneurial vs. employment decisions in today's financial climate. 20:37 - Hedging strategies for crypto portfolios under regulatory uncertainty. 21:05 - Shifts in investor behavior during inflationary slowdowns. 21:22: The impact of macroeconomic trends on Bitcoin investment strategies. 29:00 - The estate and tax implications of a Strategic Bitcoin Reserve. 36:09 - Lifestyle shifts prioritizing time over income in economic downturns. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Jim's website. Jim's⁠ X Account⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠here⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠Premium Feed⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠TIP Mastermind Community⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠. Check out our ⁠Bitcoin Fundamentals Starter Packs⁠. Browse through all our episodes (complete with transcripts) ⁠here⁠. Try our tool for picking stock winners and managing our portfolios: ⁠TIP Finance Tool⁠. Enjoy exclusive perks from our ⁠favorite Apps and Services⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠. Learn how to better start, manage, and grow your business with the ⁠best business podcasts⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: SimpleMining AnchorWatch Found DeleteMe Fundrise Vanta The Bitcoin Way Indeed Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

When "growth mindset" hits its limits, it's time for another approach.

In this episode, we dive into the mindset of working for a lasting legacy instead of chasing instant gratification. Chad shares his perspective on why building something that outlives you—whether it's for your family, your clients, or the impact you leave behind—should be the true motivation behind your work. It's about making decisions today that set up long-term success, rather than focusing only on short-term rewards. Hear how shifting your mindset toward legacy can bring deeper purpose, fulfillment, and lasting impact to everything you do.

As we've seen increased success with Double Oaked, the announcement Mellwood Collection rolling out, and downtown opening in sight - what does it look like when talking about how to distribute products best, especially products that need allocation? Today's episode highlights the challenges of maintaining relationships with distributors while ensuring sales across all products, the complexities of incentivizing sales in the whiskey market, navigating distribution, and the importance of consumer education. Plus, how to make these decisions while weighing out relationships with distributors that have been crucial to their success. We hit on: Packaging Changes and New Product Launches Simplifying Product Names for Consumer Clarity Product Allocation and Market Demand Strategizing Product Distribution and Market Relationships Balancing Single Barrels and Batch Products Understanding Market Dynamics and Sales Strategies Incentivizing Sales and Market Dynamics Building Strong Distributor Relationships and much more. P.club by Pursuit Spirits puts you in the inner circle. As a member, you'll unlock exclusive distillery-only releases, VIP access to live virtual tastings with Q&As, 10% off all merch and special perks. Whether you choose free doorstep delivery or distillery pickup, you'll always be first in line for our newest drops. With a flexible cart and priority access to limited barrels, P.Club isn't just a membership—it's your all-access pass to Pursuit. Sign up today. Come and see us on Mellwood! Be sure to visit pursuitspirits.com and click on Visit Us to book a tasting or barrel selection experience. For questions or topic requests on upcoming episodes, email us at podcast@pursuitspirits.com.

In this episode, Chad shares why he's still expecting a record-breaking year in annuity production—even with market uncertainty on the horizon. He unpacks the mindset, strategies, and opportunities that make strong sales possible regardless of market conditions. From staying proactive with clients to focusing on value-driven conversations, Chad explains how agents can thrive even when the broader financial outlook looks shaky.

College sports are going through massive changes—from athlete pay drama to superconference realignment and transfer portal chaos, not to mention the giant class action lawsuit playing out now.Matt Brown, the publisher behind Extra Points and one of the top experts on the business of college athletics, joined the show to break it all down. We walked through the full history of college sports, the current money dynamics, and where things could be headed. (00:00) Meet Matt Brown: Expert in College Sports Business(03:09) The Origins of College Sports(06:31) The Evolution of College Sports Broadcasting(14:53) Title IX and Its Impact on College Athletics(17:53) The 1984 Supreme Court Decision and Its Aftermath(20:03) The SMU Death Penalty Scandal(22:19) Conference Realignment and the BCS Era(28:22) The Rise of Conference Television Networks(30:23) The Arms Race in College Sports Facilities(34:41) The Role of Boosters in College Sports(36:03) Financial Breakdown of Major College Sports Programs(37:04) Understanding Nonprofit Accounting in College Athletics(38:20) Revenue Generation in College Sports(40:34) Athletics as Enrollment Management(42:04) The Flutie Effect and University Applications(44:37) Conference Realignment and Financial Instability(48:58) The O'Bannon Case and Video Game Licensing(53:59) The Northwestern Unionization Attempt(58:19) The Alston Case and Educational Awards(01:02:11) Name, Image, and Likeness (NIL) Marketplaces(01:05:51) The Role of Collectives in College Sports(01:12:08) Dependability of Young Campaign Partners(01:13:03) Transfer Portal and Its Impact(01:15:56) Rise of NIL Agents and Handlers(01:17:40) Economic Incentives and Transfer Market(01:20:37) Challenges in NIL Enforcement(01:22:48) House Settlement and Future Implications(01:25:38) Allocation of NIL Funds by Universities(01:44:26) Potential Super Leagues and Investment Challenges(01:48:07) Concluding Thoughts on College SportsExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA