Podcasts about allocations

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Best podcasts about allocations

Latest podcast episodes about allocations

Swimming with Allocators
Rethinking Fundraising: What LPs Really Value

Swimming with Allocators

Play Episode Listen Later Nov 26, 2025 49:40


This week on Swimming with Allocators, Apurva Mehta, Co-Founder and Managing Partner at Summit Peak Investments, joins Earnest and Alexa to share his unique journey from institutional portfolio management to building a venture fund of funds. The discussion covers building strong networks and communities for allocators and GPs, adapting to the evolving and increasingly crowded venture landscape, and maintaining discipline in fund size and valuations. Key takeaways include the importance of deep relationships and responsiveness, rigorous diligence in a noisy market, and the advantages of staying nimble to deliver consistent returns and foster long-term partnerships. Also, don't miss Shane Goudey of Sidley as he discusses venture funds practice, building a robust, full-service legal team for venture capital clients and the current surge in fund formation and liquidity as the venture market heats up at the end of 2025. Highlights from this week's conversation include: The Journey of Apurva Mehta in Allocations and Investing (0:32) How Apurva Built A Network-First Allocator Community (3:54) The Inception of Summit Peak and Entrepreneurial Spirit (7:46) The Importance of Being the Central Node in Venture (11:09) Identifying New GPs and Evolving Venture Networks (15:13) On The Challenges of Filtering and Iterating for Success (19:20) The Legal and Fund Formation Landscape with Shane Goudey (22:57) Fund Manager Trends and What Surprises Apurva (27:53) Concerns About Market Valuations and Fund Size Discipline (30:39) Impact of Market Dynamics on Growth Deal Approaches (34:18) Being Proactive Versus Passive in Co-Investing (38:28) Trends and Predictions for the Next 10 Years in Allocations (41:49) Summit Peak's Vision For Success and Staying Nimble (44:57) Summit Peak Investments is a venture-focused investment platform backing the next generation of exceptional managers. With a dual strategy of investing in top-performing pre-seed and seed-stage funds alongside targeted Series B+ co-investments, Summit Peak partners with GPs and founders to generate long-term, outsized returns. Learn more at summitpeakinv.com.  Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Money Advantage Podcast
Indexed Universal Life Lawsuit: Kyle Busch vs Pacific Life—and the Lessons Every Family Needs

The Money Advantage Podcast

Play Episode Listen Later Nov 17, 2025 57:33


Why the Indexed Universal Life lawsuit is a wake-up call The headlines about the Kyle Busch vs Pacific Life indexed universal life lawsuit sparked the same question I hear from thoughtful families: is my policy designed to serve me, or to serve a sales incentive? This isn't tabloid noise. It's a real-world reminder that choices around products, product design, and behavior determine outcomes. When insurance gets framed like an investment, confusion wins—and families pay for the confusion later. https://www.youtube.com/live/3aLnzmv2dlc Behind the headlines is a deeper issue many families face: when insurance starts getting pitched as an investment, people get hurt. This indexed universal life lawsuit isn't just celebrity drama. It's a cautionary tale about design choices, incentives, and behavior—three ingredients that make or break outcomes. Why the Indexed Universal Life lawsuit is a wake-up callWhy this Indexed Universal Life lawsuit matters to you1) What actually happened in the Kyle Busch vs Pacific Life case2) What Indexed Universal Life is designed to do (and why the moving parts matter)3) Why Indexed Universal Life is usually a poor fit for Infinite Banking4) The commission conversation: what really matters5) Red flags to spot in any IUL illustration6) The behavior factor: decisions drive outcomes7) Where IUL can make sense—and where it doesn't8) How to review your current policy or a proposal in 20 minutesWhat this Indexed Universal Life lawsuit teaches usListen to the full episode on the Indexed Universal Life lawsuitBook A Strategy CallFAQWhat is the Kyle Busch vs Pacific Life indexed universal life lawsuit about?Is an indexed universal life policy a good fit for Infinite Banking?Are whole life policies safer than IUL for building cash value?How do agent commissions affect IUL performance?What red flags should I look for in an IUL illustration?Can IUL still make sense for estate planning?What's the simplest way to protect myself before buying?Is life insurance an investment?What should I do if I already own an IUL? Why this Indexed Universal Life lawsuit matters to you Here's the premise: The Kyle Busch vs Pacific Life indexed universal life lawsuit is shining a bright light on how certain policy designs and sales incentives can set people up for disappointment. Our goal in this article is to unpack what happened at a practical level, explain why it happened, and give you a simple framework to evaluate your own policy or a policy you're considering. What you'll get: A clear understanding of indexed universal life (IUL) mechanics—caps, participation rates, floors, and charges Why IUL is often a poor fit for Infinite Banking, and where it can make sense How agent compensation and death benefit decisions impact performance The difference between marketing hype and durable guarantees A short checklist of questions to ask before you sign anything We'll speak plainly. We'll respect your intelligence. And we'll give you steps to protect your family and your capital. 1) What actually happened in the Kyle Busch vs Pacific Life case Bruce here. Based on the widely discussed analysis from respected product designer Bobby Samuelson, the policy at the center of this story was a complex indexed universal life contract. The pitch focused on future “income.” The design featured a very high death benefit, which increases internal charges and agent compensation. It also appears the early-year cash value was constrained by both high expenses and allocation choices, and that funding didn't match the schedule the clients initially expected. The result: heavy costs, lower-than-expected performance, and ultimately a policy lapse after substantial premiums were paid. Rachel again. Two principles jump out. First, when life insurance is positioned as an investment promising tax-free income, the conversation gets blurry fast. Second, the higher the initial death benefit, the higher the internal costs—especially for a client with added risk factors. Costs matter most in the early years. If they consume the lion's share of premiums, policy cash value will suffer, and a lapse risk can rise. Takeaway: A policy can look good on a spreadsheet and still be fragile in real life if the design incentives and assumptions don't align with your actual goals. 2) What Indexed Universal Life is designed to do (and why the moving parts matter) Bruce here. IUL ties crediting to an index such as the S&P 500 with caps and participation rates. You don't get the full index return. You get a portion, limited by the carrier's rules. You also don't take index losses; there's usually a 0% floor for crediting. But there's a critical nuance: while the index credit can't go below zero, charges—cost of insurance, policy expenses, riders—still come out. A zero-crediting year can still set you back if expenses outpace gains. That's why illustrations are tricky. They show a hypothetical average crediting rate over time. Real markets don't move in averages, and caps, participation rates, and expenses can change. If early-year charges are high, the policy needs time, consistent funding, and sufficiently strong credited returns to catch up. Rachel here. I love simplicity and transparency. That's why, for Infinite Banking, I prefer whole life. You get contractual guarantees on cash value and death benefit, plus the long history of dividends. Is it flashy? No. Is it dependable? Yes. 3) Why Indexed Universal Life is usually a poor fit for Infinite Banking The Infinite Banking Concept relies on stable, accessible cash value, simple mechanics, and predictable loan behavior. Here's where IUL struggles for banking use: Volatility in crediting. Caps and participation rates can shift. Policy loans can stress the design. Loan interest plus uneven crediting can turn small missteps into big problems. Moving parts multiply complexity. If you want banking simplicity, fewer moving parts beat more every time. Could IUL fit some estate-planning use cases? Sure, for certain objectives where the focus is death benefit and there's no plan to rely on policy loans or income. But for banking—using policy cash value as your family's capital base—whole life's guarantees create the clarity and control most people actually want. 4) The commission conversation: what really matters Bruce here. Let's talk compensation without the drama. In any life insurance policy, there are upfront costs. Over long horizons, those upfront costs spread out and matter less if the policy is designed and funded well. But design still matters a lot in the early years. A very high base death benefit can push up the target premium and the commission. It can also raise internal charges precisely when you need cash value efficiency. Rachel again. Ask this one question: How does this design minimize commissions and early-year drag while keeping the policy MEC-safe? In and IUL, like the one mentioned in the lawsuit, that means using a blend structure and, when appropriate, term riders like ART to support premium without bloating long-term costs. If an agent can't explain—in plain English—how they're minimizing commissions and internal drag, press pause. 5) Red flags to spot in any IUL illustration A few practical signals you can use immediately: The illustration calls life insurance an “investment” or implies market-like returns with no meaningful discussion of costs and moving parts. Year-1 cash value is tiny relative to premium with no clear rationale. The design amps the death benefit far above what's needed to keep the contract non-MEC, without using low-cost term blending when available. Income projections look aggressive while early-year charges eat most premiums. Allocations default to a fixed account for years while the pitch centers on index crediting. The plan depends on perfect behavior—no missed funding, no changes, no down years—for it to work. 6) The behavior factor: decisions drive outcomes Bruce here. Nelson Nash reminded us: your behavior matters more than the policy. If the plan assumes consistent premium funding, or specific timing for loan repayment, those behaviors must be realistic for your family. A design that only works in a perfect world isn't a plan; it's a hope. Rachel again. Behavior plus guarantees is where confidence grows. I want you to be able to look at your numbers, understand them, and know what to do next—especially when life happens. 7) Where IUL can make sense—and where it doesn't We're not absolutists. IUL can be used intentionally in estate planning when: The primary goal is death benefit, not banking or policy loans Funding is reliable and stress-tested You're comfortable with moving parts and the absence of whole life guarantees You've pressure-tested outcomes under lower caps and participation rates For Infinite Banking—where the priority is guaranteed, steadily compounding cash value with simple loan mechanics—whole life wins on clarity, control, and durability. 8) How to review your current policy or a proposal in 20 minutes Use this mini-checklist: Purpose: Is this for death benefit, banking, income, or estate planning? Guarantees: What's guaranteed vs projected? Look at guaranteed cash value and death benefit. Early cash value: What percentage of the premium shows as cash value in years 1–3? Does it make sense? MEC safety: How is MEC testing handled? Is an ART or blend used to control costs? Commission drag: How is the design minimizing commission and internal charges while meeting your goal? IUL Allocation: Where is the premium allocated in years 1–3? Fixed vs indexed? Why? IUL Stress tests: What happens if caps/participation rates fall or a funding year is missed? Loan modeling: If banking or income is the goal, are loan assumptions conservative and clearly explained?

Forstrong Global Thinking
Don't Stop Believin': Why Global Markets Still Have Room to Run

Forstrong Global Thinking

Play Episode Listen Later Nov 6, 2025 42:03


In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since "Liberation Day," momentum has moved decisively toward International and Emerging Markets, with Europe and Asia driving much of the advance.   While U.S. equities have staged a recovery, they face mounting challenges — weakening dollar, government shutdowns, and a softening labor market. In contrast, International markets are showing renewed strength, supported by attractive valuations, capital inflows, and central banks that appear poised to maintain accommodative policies.   The discussion also highlights recent developments in Japan, where corporate reforms and currency dynamics are shaping investment opportunities, and the ASEAN summit, where U.S.–China engagement has helped ease trade tensions. Together, these global factors could lay the groundwork for a year-end "Santa Claus rally" and signal a more durable rotation toward global equities.   It's a timely, data-driven look at how government policy, geopolitics, and investor psychology are shifting the investment landscape — and where the next leg of leadership may emerge.   Chapters: 01:05 Introduction and Welcome 03:26 Investment Summary: A Tale of Two Years 05:20 Government Shut Down and Patchy Data 09:00 OpenAI Tour of Asia Powering Returns 10:01 ASEAN Summit Highlights 16:03 Interest Rate Cuts and Expectations 17:58 Why Japan is Setting New Record Highs 24:33 Investment Implications and Allocations 28:25 US Financials Outlook   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes.   For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com    

Les Grandes Gueules
Primes, chèques, allocations : trop c'est trop ? - 05/11

Les Grandes Gueules

Play Episode Listen Later Nov 5, 2025 10:43


Au menu de la troisième heure des GG du mercredi 5 novembre 2025 : "Stop à la politique des chèques ?", avec Antoine Diers, consultant, Didier Giraud, agriculteur, et Joëlle Dago-Serry, coach de vie.

Le retour de Mario Dumont
«J'ai 7 enfants et mes allocations ont pris une méchante débarque», témoigne une citoyenne

Le retour de Mario Dumont

Play Episode Listen Later Oct 29, 2025 5:56


Dé natalité. Tribune téléphonique. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radioPour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

The Rural News
Potential changes to New South Wales water allocations welcomed

The Rural News

Play Episode Listen Later Sep 29, 2025 4:15


Times when irrigators can take water from eleven inland rivers would be slashed under a New South Wales government plan. The proposal to rewrite Water Sharing Schemes follows a report which flagged poor ecological health in the Murray Darling Basin. Rural Reporter Katie Fuller spoke with river ecologist Professor Richard Kingsford about the proposal. Listen to the full interview above or Subscribe to the National Rural News podcast: http://bit.ly/RuralNewsPodcastSee omnystudio.com/listener for privacy information.

Jill on Money with Jill Schlesinger
Peace of Mind With Allocations Heading Into Retirement

Jill on Money with Jill Schlesinger

Play Episode Listen Later Sep 25, 2025 18:48


I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The Northern Miner Podcast
‘Tectonic shift' as portfolio allocations increase gold exposure, ft Canaccord's Currie

The Northern Miner Podcast

Play Episode Listen Later Sep 23, 2025 81:25


This week's episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on gold and silver stocks, the bond market, the dollar, and industrial metals. Currie explains why he believes gold stocks are set to continue performing, and why equities offer better opportunities than the metals themselves. He also shares his outlook on silver, copper, and lithium, and highlights why some of the greatest opportunities often lie in overlooked markets. All this and more with host Adrian Pocobelli. This week's Spotlight features Major Drilling Chief Technology Officer Marc Landry and GeoSolutions Services Manager Patricia Frisch, who discuss the company's latest developments, including the Rock5 real-time data platform for senior mining clients, as well as collaborations with DGI Geoscience and KORE Geosystems. To learn more, visit: majordrilling.com. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Wealth Tracker: Can tokenisation unlock more for investors?

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Sep 16, 2025 12:31


Tokenization is no longer a fringe idea. It's becoming a major force in Asia’s investment landscape. From MAS’s Project Guardian connecting Singapore and UK asset managers, to billions of dollars in real-world assets being digitised regionally, institutional adoption is moving from theory to practice. This shift is opening up private markets, pre-IPO deals, and alternative assets to a wider pool of investors, while also enhancing liquidity, transparency, and efficiency in markets that were historically less accessible.For fund managers and institutional investors, tokenisation is not just a technology trend, it’s a potential game-changer in portfolio construction and capital allocation. On Wealth Tracker, Hongbin Jeong speaks to Kingsley Advani, Founder & CEO, Allocations, to find out more.See omnystudio.com/listener for privacy information.

Best Real Estate Investing Advice Ever
JF 4018: Retainer-Based Advice, Alternative Allocations and Unfair Advantages ft. Fred Hubler

Best Real Estate Investing Advice Ever

Play Episode Listen Later Sep 4, 2025 61:09


On this week's episode of Passive Income Playbook, Pascal Wagner interviews Fred Hubler. Fred shares why he built a retainer-based advisory model that helps entrepreneurs and high-net-worth families allocate beyond stocks into private credit, real estate and other alternatives, and he explains his 50-10-20-20 portfolio framework for traditional assets, cash, alts and hard assets. He digs into his due-diligence rubric of legal, ethical and moral unfair advantages, plus concrete playbooks like franchise roll-ups, optioning underused retail land for townhouse developments, and partnering with institutional-grade sponsors to protect downside. You'll also hear how to vet operators, get closer to the underlying asset, and set break-even thresholds in volatile areas like oil and gas. Fred HublerCurrent role: Founder and CEO, Creative Capital Wealth Management GroupBased in: Chester Springs, PennsylvaniaSay hi to them at: https://ccwmg.com | mailto:frederickhubler@ccwmg.com | Instagram This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Safe Money and Retirement
Allocation Time Horizon

Safe Money and Retirement

Play Episode Listen Later Sep 4, 2025 27:01 Transcription Available


#SafeMoney #JonHeischmanSr #AllocationTimeHorizonIn this week's episode host Jon Heischman, Senior talks about the time horizons around a retiree's goals and how to set those allocations.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information

Deep Look: Ultiworld's Weekly Podcast
Pro Champs Recap, Club Nationals Bid Allocations

Deep Look: Ultiworld's Weekly Podcast

Play Episode Listen Later Sep 3, 2025 87:50


Episode 565: Charlie Eisenhood and Keith Raynor discuss the thrilling final weekend of the Club Regular Season! They then discuss the final regional bid allocations for the 2025 Club National Championships!Make sure to join the Ultiworld Discord for the Live Deep Look subscribers-only segments which start directly after each show.

club champs nationals allocations charlie eisenhood keith raynor
The Real Investment Show Podcast
9-2-25 Be Cautious With Allocations | Before the Bell

The Real Investment Show Podcast

Play Episode Listen Later Sep 2, 2025 3:34


Markets closed down a bit on Friday ahead of a long, holiday weekend, but still maintained its bullish trend. The 20-DMA is continuing to act as running trend support, and bullishly-speaking, the market is doing just fine. The trend line support is very important because trading algorithms and systematic traders have all moved their stops up to that 20-DMA; if we DO get a confirmed violation of the 20-Day, we could see more selling pressure come into play. Just below that is the 50-DMA, which will become much more critical for support: If the market takes out the 50-DMA, a LOT of programmatic selling will kick in, followed by a quicker drop to the 100- and 200-DMA's...which have all converged around 6,000. We don't think we'll see 6,000 by the end of the month, before we get set up for an end-of-year rally, but there is the potential for a pullback this month. There is a lot of speculative activity that could be quickly unwound if we get a bit of a correction. The divergences in relative strength and momentum we've been watching are precursors for larger than normally expected corrections. Re-balancing portfolios and storing up a little cash this month would be wise.  Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=__3NfLfuGNQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Articles mentioned in this report: "Meme Markets: Investing vs. Entertainment" https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullishTrend #NegativeDivergence #MarketCorrection #PortfolioAllocation #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Joy Stephen's Canada Immigration Podcast
The Yukon receives additional allocations under the Yukon Nominee Program, released on 21 August 2025

Joy Stephen's Canada Immigration Podcast

Play Episode Listen Later Sep 2, 2025 2:38


The Yukon receives additional allocations under the Yukon Nominee Program, released on 21 August 2025The Government of Yukon has received an additional 67 allocations for the Yukon Nominee Program (YNP) in 2025 from IRCC, bringing the total number of allocations to 282 for this year.Key highlights:Additional allocations received: 67Total allocations for 2025: 282Reason: Ongoing advocacy on behalf of Yukon employersImpact: More employers from the Expression of Interest (EOI) pool can be invitedReissued invitations: 13 (due to earlier withdrawals)Priority areas: Candidates in specific fields as of April 22, 2025Healthcare allocations: 10 spots for regulated health care positions (until September 30, 2025)Yukon news archive: https://myar.me/tag/nt/ Learn about Canadian PR programs: https://myar.me/c Free weekly Zoom resource meetings: https://myar.me/zoom Choosing an immigration representative: https://ircnews.ca/consultant

The Manila Times Podcasts
HEADLINES: Rep. Tiangco reveals P17B flood control allocations linked to former appropriations chairman Rep. Zaldy Co | Sept. 3, 2025

The Manila Times Podcasts

Play Episode Listen Later Sep 2, 2025 5:47


HEADLINES: Rep. Tiangco reveals P17B flood control allocations linked to former appropriations chairman Rep. Zaldy Co | Sept. 3, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

Dynamic Allocations in OneStream: From Pain Points to Strategic Advantage In this episode of the CPM Customer Success Podcast, host Andy Smetana dives into the power of dynamic allocations in OneStream — and how they can transform accuracy, efficiency, and transparency in resource planning. Discover how to move beyond fragile, error-prone spreadsheets to a fully integrated, real-time allocation process based on true business drivers. You'll hear about a top U.S. insurance broker that slashed its month-end allocation process from days to minutes while building trust across the organization. Andy unpacks common allocation challenges, the benefits of OneStream's dynamic allocation capabilities, and practical tips to kickstart your own transformation!

TOPFM MAURITIUS
Allocations aux anciens athlètes : « Kan nou ti représente noupei, pa ti démann moralité ; mé kan pou gagn allocation, pédémann moralité », déplore Stéphan Buckland… alors que la Junior Minister Karen Foo Kune annonce une possible révision

TOPFM MAURITIUS

Play Episode Listen Later Aug 10, 2025 2:10


L'allocation mensuelle accordée aux anciens athlètes ayant porté haut les couleurs de Maurice fait aujourd'hui l'objet de vives critiques. Le critère de moralité, qui impose de présenter un certificat pour toucher cette aide dont le montant varie de 3 000 à 10 000 roupies, est notamment perçu comme injuste par plusieurs retraités du sport. Certains jugent également ce montant insuffisant et réclament un meilleur encadrement, notamment pour les athlètes qui n'ont pas nécessairement brillé dans leurs études, afin de les préparer à devenir des entrepreneurs ou des professionnels de demain.

Mining Stock Daily
Jon Goodman Discusses Dundee's Approach to Capital Allocations in a Thriving Gold Market

Mining Stock Daily

Play Episode Listen Later Aug 8, 2025 44:39


In this episode of Mining Stock Daily, host Trevor Hall sits down with Jon Goodman, President and CEO of Dundee Corp, to explore the intricate dynamics of today's gold market. They delve into the current trends influencing gold prices, the strategic decisions behind investments in precious metals, and the evolving landscape of the Toronto Stock Exchange. With insights into the challenges and opportunities within the industry, this conversation offers a comprehensive look at the factors driving gold market dynamics today. The two also share some insights into the business of Dundee Corp and how the firm approaches investment ideas, due diligence, and collaborate decision making on capital allocations. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

The Planning For Retirement Podcast
89: Retirement Related Q&A w/ A CFP (Inherited Roth IRAs, IRA to HSA Rollover, Stock Allocations for Retirees, and more!)

The Planning For Retirement Podcast

Play Episode Listen Later Aug 5, 2025 44:45


Welcome to another edition of Planning for Retirement (PFR) with Kevin Lao. And welcome to all the newbies here! If you are new, you might want to hit that “Follow” button if you are over 50 and have saved a minimum of 7 figures for retirement. You're approaching the phase of life where you want to be able to fire your boss at any time, maximize your retirement impact, minimize your lifetime tax bill, and worry less about money! This is your podcast!And don't forget to “Subscribe” to our YouTube Channel, where we put out weekly retirement-related content designed for YOU (PFR Nation).Today, we'll revisit another Q&A session with some GREAT questions we've curated over the last few months. Reminder, if you have a question for a future Q&A episode, or simply want to send me an email, you can at: kevin@imaginefinancialsecurity.comWe have questions related to Roth IRAs, Inherited Roth IRAs, stock allocations for retirees, IRA to Health Savings Account rollover, and more! I hope you enjoy this one!Kevin  Resources Mentioned:Don't miss your Roth Conversion Window (video)Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with me here:​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This is for general education purposes only and should not be considered as tax, legal or investment advice.

Nigeria Daily
“Why More FAAC Revenue Translates To Less Development Projects In States”

Nigeria Daily

Play Episode Listen Later Aug 5, 2025 25:44


Nigeria's FAAC funds are soaring to new heights, with a staggering ₦4.95 trillion allocated in the first quarter of 2025 alone. By June, monthly allocations had skyrocketed to ₦1.818 trillion. But amidst this unprecedented bonanza, Nigerians are scratching their heads, wondering: where's the impact? Despite the record-breaking funds, citizens are still grappling with crumbling infrastructure, inadequate social services, and economic hardship. What's going wrong? In this episode of Nigeria Daily, we dive into the disconnect between fattening FAAC coffers and the harsh realities on the ground. We'll explore the root causes of this paradox and ask the tough questions: what's holding back development? And what needs to change for Nigerians to reap the benefits of these record allocations?

Risk Parity Radio
Episode 443: Treasuring Our Guests And Listeners In The Arena, Bond Allocations, Transitions And Portfolio Reviews As Of August 1, 2025

Risk Parity Radio

Play Episode Listen Later Aug 3, 2025 49:17 Transcription Available


In this episode we break rules and have guests!  Dennis and Ben from the Father McKenna Center.  We review the fabulous results of the Top of the T-Shirt Campaign and reflect on the generosity engagement of our listeners. Then we answer emails from Jamie, Camille and Jon.  We discuss Jamie's portfolio experiments, bond allocations in a 403b, musing about changes in the reserve currency status of the US Dollar and transitioning issues.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Jamie's Portfolio Analyses:  https://testfol.io/?s=jusQGGadC9PBreathless Unedited AI-Bot Summary:What happens when a finance podcast community rallies around a worthy cause? Something extraordinary. In this special episode, we break our "no guests" rule to welcome Dennis D and Ben Hoffschneider from the Father McKenna Center, where they share the remarkable story behind our recent fundraising campaign.Dennis's journey will stop you in your tracks – from arriving at the center homeless after a 24-hour bus ride from Florida to eventually becoming its Executive Director. His powerful testimony shows how organizations like the McKenna Center transform lives daily. When our listener "Matthew63" stepped forward with a $15,000 matching challenge, none of us expected what would follow.The results left everyone speechless: $60,969.83 raised (yes, down to the penny) from approximately 100 donors across the country. This campaign now represents 4% of the center's annual budget and has become their leading donor source for the fiscal year. As we reflect on Theodore Roosevelt's famous "Man in the Arena" speech, it becomes clear who the true warriors are – those doing the daily work with limited resources to address homelessness and food insecurity.After our interview, we tackle several listener questions about portfolio construction. Jamie wonders about using VXX and SCO as bond replacements, Camille seeks guidance on holding treasury bonds in retirement accounts, and John asks about transitioning from target date funds to a more diversified approach. We close with our weekly portfolio review, noting gold's continued strong performance up 27.83% year-to-date.Want to support the Father McKenna Center's work? Register for their Walk for McKenna on September 27th or follow them on social media to see your donations in action. The t-shirts featuring our logo will be available mid-September – a small reminder of what we can accomplish together.Support the show

South Australian Country Hour
South Australian Country Hour

South Australian Country Hour

Play Episode Listen Later Aug 1, 2025 55:12


Barossa water users warned to prepare for allocation cuts as water resources reach critical thresholds, South Australia's winter crop revised back down by around half a million tonnes, and a new public information campaign promotes SA seafood as the algae bloom impacts consumer demand.

NREI Common Area
Wealth Management Invest: Cerity's Tom Cohn on Private Market Allocations

NREI Common Area

Play Episode Listen Later Jul 21, 2025 28:28


In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies.  Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact … Read More Read More

The Compound Show with Downtown Josh Brown
The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Jun 24, 2025 127:30


On this TCAF Tuesday, Josh Brown sits down with Ric Edelman, Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct Bitcoin allocation, Tokenization, Stablecoins, and much more! Then at 01:03:40 hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠! This episode is sponsored by Public. Find out more at: http://public.com/WAYT   Sign up for ⁠⁠⁠The Compound Newsletter⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠ Twitter: ⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠ LinkedIn: ⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠ TikTok: ⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠ All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. *Rate as of 3/5/25. APY is variable and subject to change. **Terms and Conditions apply. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Choses à Savoir TECH
Vers une interdiction des écrans aux moins de trois ans « partout » ?

Choses à Savoir TECH

Play Episode Listen Later Jun 18, 2025 1:55


Et si l'écran devenait officiellement persona non grata chez les tout-petits ? C'est en tout cas le cap qu'entend fixer Catherine Vautrin. La ministre de la Santé a dévoilé ce week-end, dans une interview au Journal du Dimanche, un projet pour le moins audacieux : interdire l'exposition des enfants de moins de trois ans aux écrans, et ce partout, même dans la sphère privée.Pas de contrôle, pas d'amende, mais une interdiction symbolique. Une loi qui, comme celle de 2019 interdisant la fessée, n'a pas vocation à être appliquée par la force, mais à faire évoluer les mentalités. « La police n'est pas allée vérifier dans les foyers si l'interdiction [de la fessée] était respectée », rappelle la ministre, « mais le fait de la proclamer a fini par ancrer l'idée qu'on ne tape pas un enfant. Même une petite fessée. » L'idée, cette fois, est donc claire : rendre socialement inacceptable l'écran chez le très jeune enfant.Un premier pas concret est attendu dans les toutes prochaines semaines : un arrêté ministériel viendra interdire les écrans dans les crèches et lieux d'accueil des moins de trois ans. En parallèle, les pouvoirs publics veulent renforcer la sensibilisation : des campagnes d'information seront diffusées via l'Assurance maladie et les Allocations familiales pour alerter les parents sur les risques liés aux écrans – troubles de l'attention, retard du langage, ou encore isolement. Un projet qui promet de faire débat, mais qui pose une question centrale : comment mieux protéger le développement cognitif des tout-petits dans un monde saturé de numérique ? Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Estelle Midi
Le ras-le-bol du jour – François, auditeur : "On nous a enlevé les allocations, nous n'avons pas les bourses, maintenant les APL" - 12/06

Estelle Midi

Play Episode Listen Later Jun 12, 2025 3:34


Avec : INVITES, FONCTIONS. - Toujours accompagnée de Rémy Barret et sa bande, Estelle Denis s'invite à la table des français pour traiter des sujets qui font leur quotidien. Société, conso, actualité, débats, coup de gueule, coups de cœurs, sexo… En simultané sur RMC Story.

Toute l'info du week-end - Bernard Poirette
Ai-je le droit de ne pas déclarer en ligne un changement de situation sans constituer une fausse déclaration ?

Toute l'info du week-end - Bernard Poirette

Play Episode Listen Later Jun 8, 2025 3:55


Dans cet épisode d'« Ai-je le droit ? », Roland Pérez revient sur le cas de Ludovic, radié de Pôle Emploi pour une prétendue fausse déclaration après un bug de mise à jour en ligne. Le Conseil d'État lui donne finalement raison, rappelant que Pôle Emploi doit proposer des moyens adaptés pour déclarer sa situation.Notre équipe a utilisé un outil d'Intelligence artificielle via les technologies d'Audiomeans© pour accompagner la création de ce contenu écrit.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

The Price of Football
Away ticket allocations, the value of winning the FA Trophy

The Price of Football

Play Episode Listen Later May 20, 2025 48:14


Kevin and Kieran discuss the reasons why away ticket allocations aren't higher at grounds where the home end rarely sells out, and find out the financial impact for the club that wins the FA Trophy. Follow Kevin on X - @kevinhunterday Follow Kieran on X - @KieranMaguire Follow The Price of Football on X - @pof_pod Send in a question: ⁠⁠⁠⁠⁠⁠⁠questions@priceoffootball.com⁠⁠⁠⁠⁠⁠⁠ Join The Price of Football CLUB: ⁠⁠⁠⁠⁠⁠⁠https://priceoffootball.supportingcast.fm/⁠⁠⁠⁠⁠⁠⁠ Check out the Price of Football merchandise store: ⁠⁠⁠⁠⁠⁠⁠https://the-price-of-football.backstreetmerch.com/⁠⁠⁠⁠⁠⁠⁠ Visit the website: ⁠⁠⁠⁠⁠⁠⁠https://priceoffootball.com/⁠⁠⁠⁠⁠⁠⁠ For sponsorship email - ⁠⁠⁠⁠⁠⁠⁠info@adelicious.fm⁠⁠⁠⁠⁠⁠⁠ The Price of Football is a Dap Dip production: ⁠⁠⁠⁠⁠⁠⁠https://dapdip.co.uk/⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠contact@dapdip.co.uk⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Les Grandes Gueules
La fermeté du jour - Charles Consigny : "Je suis pour interdire le RSA aux moins de 50 ans et interdire les allocations chômage. Quand tu es jeune, il y a du travail." - 12/05

Les Grandes Gueules

Play Episode Listen Later May 12, 2025 3:18


Aujourd'hui, Charles Consigny, Didier Giraud et Flora Ghebali débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

Capital Allocators
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)

Capital Allocators

Play Episode Listen Later Mar 24, 2025 73:42


Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative philanthropist, formed the foundation after selling his business for $170 million in 1997. Since then, the pool has grown 11.5x to $1.5 billion after distributing $400 million to supported charities, including contributions that make it among the largest donors every year to Carnegie Mellon University and the University of Pittsburgh. Over the last twenty years, the Dietrich Foundation's performance sits at the very top of all endowments and foundations.   Our conversation covers Ed's journey to investing and mentorship by Bill Dietrich, which led to him taking the helm at the Foundation in 2007. We discuss the Foundation's bold approach to illiquid investments, with 90% of assets invested in venture capital and private equity, its governance structure, and its thematic focus on innovation and emerging markets. Along the way, Ed shares insights into managing liquidity, constructing the portfolio, selecting managers, and navigating geopolitical risk to maintain conviction in an uncomfortably different strategy.   Ed's approach and results will open your aperture to what's possible in an institutional portfolio with the right goals, structure, and governance in place.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Voice of California Agriculture
3/20 - Challenging GHG Disclosure Rules, Federal Money for Fire Prevention Work, Ag, Day Celebrations, Water Allocations, and Egg Prices

Voice of California Agriculture

Play Episode Listen Later Mar 20, 2025 24:25


Business groups challenge the Climate Disclosure Rule.Federal money for more fire prevention work, pleases a northern California lawmaker We'll visit an Ag Day event that introduces thousands of students to farming and ranching.Reactions to certain federal water allocations. We'll check the egg market for the Easter holiday.

Crypto Hipster Podcast
How to Transform Web3 Capital Allocations Through Successful Grant Funding Programs and Strategies, with Meg Lister @ Gitcoin Labs (Video)

Crypto Hipster Podcast

Play Episode Listen Later Mar 19, 2025 28:40


Meg Lister is a leading voice in Web3 funding, transforming capital allocation as a Managing Director at Gitcoin Labs to drive financial returns for ecosystems and builders while ensuring long-term, sustainable growth. She specializes in designing multi-layered funding strategies that support every stage of a project's lifecycle—quadratic funding for onboarding, retroactive funding for retention, and direct grants for scaling—empowering Ethereum ecosystem participants to achieve more.Gitcoin (May 2023 – Present): Leads Grants Lab, the core business unit powering Gitcoin's multi-mechanism funding infrastructure. She initially joined to oversee Grants Stack, one of Gitcoin's flagship products, and was quickly promoted to lead its consolidation and strategy.Flipside Crypto: As VP of Product & Ops, she launched a flagship analytics product that secured a $50M Series A, making on-chain data more accessible and actionable for ecosystem builders.WordStream: Scaled the company post-Series A, earning five promotions, launching a $1M ARR business unit, and contributing to its acquisition by Gannett.Meg is reshaping Web3 funding models by creating efficient capital distribution mechanisms that support ecosystem-wide goals, ensuring Ethereum builders and enterprises have the resources needed to innovate, scale, and succeed.Why VC Funding Model Fails Web3 ProjectsExperience driving Web3 capital efficiency: Media mentions: 

Crypto Hipster Podcast
How to Transform Web3 Capital Allocations Through Successful Grant Funding Programs and Strategies, with Meg Lister @ Gitcoin Labs (Audio)

Crypto Hipster Podcast

Play Episode Listen Later Mar 19, 2025 28:40


Meg Lister is a leading voice in Web3 funding, transforming capital allocation as a Managing Director at Gitcoin Labs to drive financial returns for ecosystems and builders while ensuring long-term, sustainable growth. She specializes in designing multi-layered funding strategies that support every stage of a project's lifecycle—quadratic funding for onboarding, retroactive funding for retention, and direct grants for scaling—empowering Ethereum ecosystem participants to achieve more.Gitcoin (May 2023 – Present): Leads Grants Lab, the core business unit powering Gitcoin's multi-mechanism funding infrastructure. She initially joined to oversee Grants Stack, one of Gitcoin's flagship products, and was quickly promoted to lead its consolidation and strategy.Flipside Crypto: As VP of Product & Ops, she launched a flagship analytics product that secured a $50M Series A, making on-chain data more accessible and actionable for ecosystem builders.WordStream: Scaled the company post-Series A, earning five promotions, launching a $1M ARR business unit, and contributing to its acquisition by Gannett.Meg is reshaping Web3 funding models by creating efficient capital distribution mechanisms that support ecosystem-wide goals, ensuring Ethereum builders and enterprises have the resources needed to innovate, scale, and succeed.Why VC Funding Model Fails Web3 ProjectsExperience driving Web3 capital efficiency: Media mentions: 

Bizarro World
Understanding Bitcoin's Strategic Reserve - Bizarro World 308

Bizarro World

Play Episode Listen Later Mar 17, 2025 49:15


Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 308th episode of Investing in Bizarro World is now published.It features Chris Curl, editor of Crypto Cycle, as a special guest. Here's what was covered:Macro Musings - Trump chaos weighs on S&P 500. Gold hits record, silver gets ready. Precious metals stocks now looking to break out. Allocations that avoid drawdowns.Market Takes - Chris Curl discusses Bitcoin's selloff. Impact of Trump's Bitcoin Strategic Reserve. Will Bitcoin be less volatile as it matures? Can Bitcoin be confiscated? Memecoin mania alters altcoin season. Bizarro Banter - Reaction to Trump's first 100 days. Inflation and growth contradictions.Premium Portfolio Picks - For paid listeners only. 0:00 Introduction1:00 Macro Musings: Gerardo Testimonial. S&P Correction. Silver Breakout? Cash & Patience. Current Foundational Profits Portfolio.7:05 Market Takes: Bitcoin Strategic Reserve. Bitcoin Comes of Age. No Crypto Capital Gains? Altcoins and Memecoin Mania. 38:16 Bizarro Banter: Dismantling the Bureaucratic Economy. 48:40 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4izCPISIf you liked what you heard here, you can try Chris Curl's Crypto Cycle for free for 30 days. See his real money crypto portfolio. Check out his Crypto-U series. And get two new issues. Click here for details: https://bit.ly/3DKUiitPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. You can do that here: https://bit.ly/4izCPIS2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

That Amazon Ads Podcast
Budget Allocations for Sponsored Products vs. Sponsored Brands vs. Display — What's the Right Mix?

That Amazon Ads Podcast

Play Episode Listen Later Mar 11, 2025 22:48


Budget Allocations for Sponsored Products vs. Sponsored Brands vs. Sponsored Display - What's the Right Mix?

Les Grandes Gueules
La punchline du jour - Joëlle Dago-Serry : "Je pense qu'il va falloir choisir entre les canons et les allocations. L'État doit flécher nos impôts vers la Défense, la Justice..." - 10/03

Les Grandes Gueules

Play Episode Listen Later Mar 10, 2025 2:13


Aujourd'hui, Joëlle Dago-Serry, Charles Consigny et Jean-Loup Bonnamy débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

BASCHAMANIA
Spencer vs Ono Reaction, Allocations Are Out & Coaches Rankings Are Comedy | 276

BASCHAMANIA

Play Episode Listen Later Feb 28, 2025 96:29


The Postseason is officially upon us & today's show with Willie "The Brain" had a bit of everything, from High School States Drama and Senior Level Updates to NCAA Allocations & Coaches Rankings!0:31 - Housekeeping03:45 - There's a Big Ten Curveball This Year 08:00 - Anthony Knox OUT for Postseason18:45 - Snyder Wrestled at Multiple Events This Week28:05 - FloWrestling Card38:48 - Spencer vs Ono51:30 - Coaches Rankings = Pure Comedy55:50 - Allocations are Out - What It Means1:04:00 - Who Needs an Allocation1:05:35 - Ryan Crookham/Matty Lopes Situation at 13301:09:15 - Returning All-Americans Need an At-Large01:24:57 - Will Iowa Send All 10?Tweet us and send us messages with questions and general thoughts! Be sure to SUBSCRIBE to the podcast and go through the archives to hear more great stories.Support the show & leave a 5-star rating and review on Apple Podcasts, and shop some apparel on BASCHAMANIA.com! For all partnership and sponsorship inquiries, email info@baschamania.com.BASCHAMANIA is a Basch Solutions Production. Learn more about Basch Solutions at BaschSolutions.com.SUBSCRIBEON YOUTUBE! https://bit.ly/2QrKFXfCONNECT ON X/TWITTER:TWITTER: http://www.twitter.com/justinjbaschINSTAGRAM: http://www.instagram.com/jbaschWILLIE ON TWITTER/X https://twitter.com/MatScouts1BASCHAMANIA AUDIO FEEDS:Apple Podcasts: https://podcasts.apple.com/us/podcast/baschamania/id1475498491Spotify: https://open.spotify.com/show/7LBgpWGohZxuHHYGgJF9Mu

L'éclairage éco - Nicolas Barré
Fabien Roussel : du travail, pas des allocs !

L'éclairage éco - Nicolas Barré

Play Episode Listen Later Feb 25, 2025 2:45


Ce mardi, sur Europe 1, Agnès Verdier-Molinié s'intéresse à la suprenante prise de position de Fabien Roussel sur l'assistanat et le travail.

Slappin' Glass Podcast
Brittany Loney on Improving Group Decision Making, Leading Through Volatility, and Attention Allocations

Slappin' Glass Podcast

Play Episode Listen Later Feb 21, 2025 69:12


Slappin' Glass sits down this week with the Founder and CEO of Elite Cognition, Brittany Loney. In this highly interesting conversation the trio dive into all things about improving group excellence and decision making, and discusses coaching through volatility and uncertainty, and optimizing the planner during the always fun "Start, Sub, or Sit?!"To join coaches and championship winning staffs from the NBA to High School from over 60 different countries taking advantage of an SG Plus membership, visit HERE!

The View From Apollo
How Can Private IG Enhance Fixed Income Allocations?

The View From Apollo

Play Episode Listen Later Feb 14, 2025 29:54


Listen to Torsten Sløk, Apollo's Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, or Private IG. In a wide-ranging conversation, they discuss what Private IG is, the key differences with public investment grade credit, secular drivers, its potential role in portfolios, and much more.

Dakota Rainmaker Podcast
Commonfund Deputy CIO, Rockefeller's New $1B Team, Fixed Income Search Finalists, Pension Allocations, Pearl Energy's Near $1B Fundraise

Dakota Rainmaker Podcast

Play Episode Listen Later Feb 7, 2025 10:45


In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including Julia Mord joining Commonfund as Deputy CIO and Spencer Comeaux moving to ERS of Texas. They highlight RIA/FA M&A activity, including Cetera's recruitment of a $250M White Plains team and Rockefeller's addition of a $1B team from Janney. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from Fresno County Employees' Retirement Association and Hollywood Police Officers' Retirement System. Fundraising news includes Mayfair Equity Partners closing a £500M growth fund and Pearl Energy Investments hitting its $999.9M hard cap. Tune in for the latest insights in institutional and intermediary fundraising!

BREAK/FIX the Gran Touring Motorsports Podcast
Market Update: The remaining F80 allocations

BREAK/FIX the Gran Touring Motorsports Podcast

Play Episode Listen Later Jan 24, 2025 25:40 Transcription Available


On Ferrari Friday's, William Ross from the Exotic Car Marketplace will be discussing all things Ferrari and interviewing people that live and breathe the Ferrari brand. Topics range from road cars to racing; drivers to owners, as well as auctions, private sales and trends in the collector market. In this episode William's focus is on the Ferrari F80, its market dynamics, allocation process, and the challenges faced by customers in securing these exclusive models. He also touches on other exotic cars and their market trends, emphasizing the significant value and investment required to own such elite vehicles. ===== (Oo---x---oO) ===== 00:00 Introduction to Ferrari Fridays 00:33 Shoutouts and Sponsors 01:46 New Year Resolutions and Personal Updates 03:04 Deep Dive into the Ferrari F80 08:13 Market Trends and Allocation Challenges 13:02 Comparisons with Other Hypercars 22:52 Concluding Thoughts and Future Episodes ==================== The Motoring Podcast Network : Years of racing, wrenching and Motorsports experience brings together a top notch collection of knowledge, stories and information. #everyonehasastory #gtmbreakfix - motoringpodcast.net More Information: https://www.motoringpodcast.net/ Become a VIP at: https://www.patreon.com/ Online Magazine: https://www.gtmotorsports.org/ Copyright William Ross, Exotic Car Marketplace a division of Sixty5 Motorsports. This episode is part of our Motoring Podcast Network and has been republished with permission.  

Dakota Rainmaker Podcast
LGPS CIO, LPL Recruits ATL Team, RE Debt Search, Private Fund Allocations, $3.6B Thoma Bravo Fund.

Dakota Rainmaker Podcast

Play Episode Listen Later Jan 24, 2025 9:16


In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Jeffrey Chang joining NYU's Investment Office as Managing Director, Scott Poore becoming CIO at Kingswood Wealth Advisors, and Jenny Buck being named CIO of London LGPS CIV. In M&A news, Klingman & Associates brought on NYC-based advisor Lizzie Decarlo from UBS, LPL recruited a $385M team from Kestra in Atlanta, and Sanctuary Wealth secured a $700M Miami team from Truist. Institutional updates featured asset allocation shifts at Austin City Employees' and Tulare County Employees' Retirement Systems, alongside recent commitments from Oregon PERS ($650M across private equity and international equities) and Texas County & District Retirement System ($150M to Ares European Credit Strategies Fund X). Fundraising news included Thoma Bravo closing its third credit fund at $3.6B and Kline Hill Partners targeting $300M for its new private equity secondary fund. Stay tuned for more insights in upcoming episodes!

Dakota Rainmaker Podcast
Corient Acquires Geller, Search Finalists & Winners, Consultant RFPs, Pension Allocations

Dakota Rainmaker Podcast

Play Episode Listen Later Jan 22, 2025 13:03


In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight Dakota Research's launch and recent job changes, including Viktoras Vatinas joining Julius Baer as Head of Private Investments and Andre Koo Jr. founding K8 Capital, a hybrid venture capital and private credit firm in New York. In RIA/FA M&A updates, Corient Private Wealth acquired Geller & Company, adding $10.4B in assets, while RBC Wealth Management and Ashton Thomas Private Wealth expanded their teams with significant acquisitions. Institutional coverage featured the Miami Beach Fire & Police Pension Fund's real estate manager search, Sewerage and Water Board of New Orleans' recent equity and fixed income manager hires, and CCCERA's RFP for investment consulting services. Investment updates included TCDRS committing $100M to Pathlight Capital Evergreen Fund and LACERS allocating over $200M across private equity, private credit, and real estate funds. Fundraising news highlighted Colbeck Capital closing its flagship fund at $700M, Sagard launching an evergreen private equity fund for Canadian investors, and Sky Island Capital surpassing its $225M target with a $300M close for its second private equity fund. Stay tuned for more institutional and fundraising insights in upcoming episodes! 

The Muni 360 Podcast from New York Life Investments
The Old Normal is Back. Prepare with Meaningful Municipal Allocations

The Muni 360 Podcast from New York Life Investments

Play Episode Listen Later Jan 17, 2025 14:52


In this episode, host Chris Roberti is joined by Scott Sprauer, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, directly from the Los Angeles trading desk. Scott shares his team's top five insights for the municipal bond market in 2025, offering a roadmap for navigating the complexities of a shifting market. From tax-free income to supply opportunities, investment-grade selection, and high-yield dynamics, they break down actionable themes investors should consider in the year ahead. Scott and Chris also explore the importance of active management and why meaningful municipal allocations are more critical than ever. Don't miss this insightful conversation as The Muni360 Podcast continues to provide expert perspectives on the highly fragmented municipal bond market.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 7488717

Novonee - The Premier Dentrix Community
#139 Understanding Dentrix Ledger Allocations and Why They Matter

Novonee - The Premier Dentrix Community

Play Episode Listen Later Dec 30, 2024 18:10


Summary In this episode, Dayna Johnson discusses the importance of daily accounting tasks in a dental practice, focusing on accurate patient ledgers and provider allocations. She emphasizes the need for a clean workflow and offers insights into implementing daily allocations to maintain accurate records. The conversation also includes tips for cleaning up ledgers and trusting the process of using accounting software effectively. Takeaways ➡Feedback is essential for improving workflow. ➡Accurate patient ledgers are crucial for financial health. ➡Provider allocations help maintain accurate accounts receivable. ➡Daily routines should include checking provider credit balances. ➡Adjustments for allocations should balance out. ➡Trust the software to handle complex calculations. ➡Cleaning up ledgers can be a significant project. ➡Use specific adjustment types for allocations only. ➡Billing statements should be clear for patients. ➡Continuous learning is key to mastering accounting tasks. Chapters 00:00 Introduction and Daily Accounting Tasks 10:25 Implementing Daily Allocations Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

Mining Stock Daily
Paul Gurney on Trade Wars, Commodities and the Need of More Capital Allocations for Resource Development

Mining Stock Daily

Play Episode Listen Later Dec 6, 2024 50:07


In this long-form episode, the conversation with Paul Gurney of Beacon Securities delves into the current geopolitical landscape and its implications for the commodities market. The discussion covers China's export controls on critical minerals, the volatility in global politics, and the challenges faced by the mining sector. The speakers also explore the future of monetary systems and the impact of tariffs on trade, while emphasizing the importance of critical minerals in technology and manufacturing. In this conversation, the speakers discuss the current state of the tech and commodity markets, the impact of interest rates, and the unique aspects of American work culture that contribute to market liquidity. Trevor and Paul also talk about the challenges faced by the Canadian resource market and the importance of domestic investment in capital markets. The discussion also highlights emerging opportunities in resource exploration and the ongoing mergers and acquisitions in the mining sector, emphasizing the cyclical nature of these markets and the potential for recovery. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Minera Alamos is a gold developer and producer with its first low capex mine, Santana, continuing to work through start-up development. The company is also advancing the Cerro de Oro project through the permitting process. Minera is built around its operating team which brought 4 mines into production in Mexico over the last 13 years. It is fully funded with over $20-million dollars in working capital. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mineraalamos.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Nareit's REIT Report Podcast
Episode 431: Institutional Real Estate Investors Boost REIT Allocations in Latest Hodes Weill Survey

Nareit's REIT Report Podcast

Play Episode Listen Later Dec 5, 2024 11:50


Doug Weill, managing partner at Hodes Weill and Associates, was a guest on the latest episode of the Nareit REIT Report.Hodes Weill recently released its 2024 Real Estate Allocations Monitor which showed that about 39% of institutions actively allocated capital to REITs in 2023, compared with 36% the prior year. Sovereign wealth funds were “meaningfully more active,” Weill said. “I think this is an ongoing trend where institutions are increasingly active out of their real estate allocations in REITs. And REITs are increasingly a complement to private market investments.”About 67% of institutions indicated that liquidity is one of the key reasons why they invest in REITs, which was up from about 46% the prior year.

Investing with IBD
Ep. 290 What's Next For Supercharged Markets And How To Adjust Your Allocations

Investing with IBD

Play Episode Listen Later Oct 9, 2024 63:05


Are markets setting up for a smooth November and December? David Keller, president and chief strategist at Sierra Alpha Research discusses why breadth indicators are the greatest challenge for investors, and the signs to watch for shifting market tides. Learn more about your ad choices. Visit megaphone.fm/adchoices

Blood Origins
Roundup 134 || 11 year old's hunting big horns, Manitoba hunting allocations and more!

Blood Origins

Play Episode Listen Later Sep 25, 2024 49:09


Robbie and Ashlee are joined by Mark Hall, the Director of Blood Origins Canada, for this week's roundup. After discussing this week's recent controversy in Manitoba around hunting tag allocations, the crew breaks down the goings on around the country for conservation including a draught out west, an 11 year old's big horn sheep hunt and what it means to draw a once-in-a-lifetime hunt that young, a deceptive opinion piece against Florida's Yes On 2 campaign, and much more! Do you have a questions we can answer? Send it via DM on IG or through email at info@bloodorigins.com Support our Conservation Club Members! Bergara: https://www.bergara.online/us/  Eberlestock: https://eberlestock.com/  Global Hunters Coalition: https://globalhunterscoalition.org/  See more from Blood Origins: https://bit.ly/BloodOrigins_Subscribe Music: Migration by Ian Post (Winter Solstice), licensed through artlist.io Podcast is brought to you by: Bushnell: https://www.bushnell.com  Learn more about your ad choices. Visit megaphone.fm/adchoices