Podcasts about CIO

Two different inflation prints surfaced this week, resulting in two very different market reactions. So how did we move from a strong market rally on Tuesday to diminished hopes for a rate cut on Friday? FOX Business co-anchor of The Big Money Show Jackie DeAngelis speaks with CEO & CIO of Laffer Tengler Investments Nancy Tengler about economic reports out this week and dashed hopes of a September rate cut. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Richard Brennan joins Niels for a conversation that redefines how trend following is understood. Behind the shared language lie four distinct archetypes - each built around a different purpose. Richard walks through them with clarity, then unpacks the trade-offs: static sizing vs. vol targeting, symmetry vs. asymmetry, speed vs. patience. A real-world portfolio test drives the point home... some strategies don't just prefer diversification, they depend on it. This episode is about design, but more than that, it's about alignment. Because in a field crowded with performance metrics, the most important question often goes unasked: what exactly is this built to do?-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rich on Twitter.Episode TimeStamps:01:58 - ChatGPT5 is on fire06:04 - The AI revolution could be the end of humanity14:23 - Industry performance update19:19 - An overview of what topics this episode will cover21:23 - The decisions that really matter in trend following27:10 - The 4 archetypes of trend following34:05 - Its not about facts, its about objectives40:09 - 1st debate: Diversification vs. concentration48:52 - 2nd debate: Absolute momentum vs. cross-sectional momentum50:21 - 3rd debate: Volatility targeting vs static small bits54:02 - What trend followers sometimes get wrong about volatility and position sizing57:48 - 4th debate: Symmetry vs asymmetry01:02:00 -...

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Kai Wu, Founder & CIO of Sparkline Capital, for a deep dive into investing beyond the balance sheet.Kai shares how Sparkline Capital applies machine learning, AI, and alternative data to measure intangible assets such as human capital and intellectual property and integrate them into a systematic value investing framework.We explore:• Buffett's three career phases from tangible to intangible moats• Why patents, brand equity, and PhD talent are undervalued• Using unstructured data to find advantages• The “lazy analyst” problem in the AI era• Tech giants moving from asset light to heavy AI infrastructure• Lessons from past tech revolutions for investors• Inside a modern quant shopWhether you are a fundamental investor, quant, or simply curious about how AI is reshaping investment strategy, this conversation delivers both the philosophy and the playbook.Chapters00:00 The Evolution of Value Investing02:31 Warren Buffett's Investment Philosophy05:43 Intangible Assets and Modern Investing08:17 The Role of AI in Investment Strategies10:58 Building Sparkline Capital13:45 The Future of Financial Analysis16:56 The Strategy Behind Sparkline's ETFs25:52 Valuing Intangible Assets in Business27:44 The War for AI Talent29:58 Human Capital and Its Impact on Valuation32:38 The Long-Term Value of Intangible Investments35:16 Transitioning from Intangible to Tangible Assets36:41 AI Infrastructure and Historical Context38:34 Risks of Infrastructure Investment in AI40:22 Identifying Early Adopters in the AI Space43:00 Building a Successful Investment Firm49:19 Utilizing AI Tools in Finance—Hosted by:Sean Emory, Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzGuest:Kai Wu, Founder & Chief Investment Officer, Sparkline Capitalhttps://www.sparklinecapital.comFollow Avory & Co or Sean Emory

Will the Federal Reserve blink and cut rates now? Lance Roberts & Michael Lebowitz break down the latest inflation data, economic trends, and market signals that could force the Fed's hand and what it means for your portfolio. Lance previews today's PPI report, which could reveal tariff inflation producers are having to pay. More importantly will be any trend PPI numbers reveal. Markets continue to touch all time highs amid fundamental weaknesses. Following Wednesday's CPI number, is the Fed going to be forced to lower rates? Lance and Michael discuss pro's & con's and the "Sneaky" Inflation index; why PPI is a more accurate gauge of tariff inflation. Markets have already pried-in the next rate cut. Forward earnings expectations are very elevated...and deviated from economic realities. Michael Reviews the "UPS Barometer" of activity; only ten companies are driving market gains presently; the S&P 490 are struggling. What if Nvidia stumbles in next report? (This is NOT the end of the AI cycle.) Markets over-estimate growth; are rotating sectors more rapidly; how long will the rotations stick? Fundamentals matter more to small- and mid-cap companies, more susceptible to economic changes. WHat will the Fed be thinking following PPI, PCE, & Nvidia report next week? SEG-1a: PPI & Retail Sales Preview - Will Tariff Inflation Appear? SEG-1b: Sector Rotation Beginning to Appear SEG-2a: What Are the Odds of a 50 vs 25 Rate Cut? SEG-2b: The Shoe Price Index & "Sneaky" Inflation SEG-2c: Why PPI Data is Important Tell of Tariff Inflation SEG-2d: What Would Market Response Be to 1/2-pt. cut? SEG-2e: Earnings Growth is Being Driven By Only Ten Companies SEG-2f: What If Nvidia Stumbles? SEG-2g: Markets Are Richly Priced on a Narrative SEG-2h: How Long Will This Rotation Stick? SEG-2i: The Fundamental Realities of Small- & Mid-Caps SEG-2j: The SimpleVisor Thematic Portfolio Tools SEG-2k: Wait to Gauge the Fed Post-PPI, PCE, & Nvidia Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=D1vTkvEIUxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "The Index Isn't Always Accurate: Factors Influencing Yields" https://realinvestmentadvice.com/resources/blog/the-index-isnt-always-accurate-factors-influencing-yields/ "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Breadth Expands," is here: https://www.youtube.com/watch?v=2gfnyTW59w8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Portfolio Concentration: Hidden Risks That Can Sink Your Returns," https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketBreadth #MarketRally #MarketWeakness #AllTimeHighs #SectorRotation #FederalReserve #RateCut #InterestRates #USEconomy #StockMarketNews #InvestingAdvice #Money #Investing

Dan welcomes Peter Boockvar, CIO at OnePoint BFG Wealth Partners, to discuss market reactions to recent economic data. The episode covers the market's positive response to the latest CPI reading, speculations about Fed rate cuts, and the impact of tariffs on inflation and economic growth. They delve into the persistent inflation rate of 3% and discuss factors that could re-accelerate economic growth despite ongoing trade wars. They also explore the implications of sustained AI capital spending and the role of central bank policies in juicing the economy amid tariff pressures. The conversation highlights the stock market's insatiable appetite for risk and potential future economic scenarios. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On this episode of DGTL Voices, Ed interviews Dr. Zafar Choudry, CIO of Seattle Children's Hospital. Zafar details his diverse experiences in healthcare and technology, from the UK to the US. He emphasizes the importance of engaging with patients and listening to their needs, which has led to innovative solutions like the implementation of Minecraft for patients. Zafar also discusses leadership lessons, highlighting the significance of humility and empathy in guiding teams. His mantra of being a 'force for good' resonates throughout the conversation, inspiring listeners to make a positive impact in healthcare.

On this episode of the Alpha Exchange, I was joined by Ben Hunt, Co-founder and CIO of Perscient. Ben has built his career around one powerful idea: that the stories we tell—whether in politics, markets, or everyday life—shape our behavior far more than we realize. In the mid-2000s, entering Wall Street from outside its traditional ranks gave him a rare vantage point. He wasn't steeped in the bullish narrative flow that dominated the industry. With an outsider's perspective—and an ability to read the “language” of mortgage-backed securities—he was able to see flaws at the heart of a $10 trillion asset class well before the global financial crisis hit.In our conversation, we explore how understanding narrative structure can illuminate risk in ways models cannot, and why being outside the story sometimes lets you see it most clearly.  In this context, we chat as well about Ben's creation of the Epsilon Theory, a widely read exploration of how narratives drive markets. I have personally found his writing thought provoking. On markets, Ben is not optimistic that our political system is up for the challenge of reigning in the unwieldy debt and sees the potential for some combination of higher rates and a lower dollar as a result. Today, through Perscient, a venture he co-founded, Ben is applying AI-driven tools to map and measure narratives in real time, helping investors see the hidden storylines moving markets.I hope you enjoy this episode of the Alpha Exchange, my conversation with Ben Hunt.

Many investors unknowingly take on portfolio concentration risk—placing too much money in one stock or sector. Lance Roberts & Danny Ratliff break down why concentrated stock portfolios can be dangerous, how lack of investment diversification can magnify losses, and what smart risk management investing looks like. Whether you're building long-term wealth or protecting what you've earned, understanding the hidden dangers of over-concentration is critical. We'll share practical tips to improve your stock diversification strategy, reduce downside risk, and strengthen your portfolio's resilience in volatile markets. SEG-1a: CPI Print Offers Hope for September Rate Cut SEG-1b: Small- & Mid-Cap Performance SEG-2a: Blood Tests & Caffeine SEG-2b: Market Capitalization Concentrations SEG-2c: Is there an Ideal Number of Stocks for a Portfolio? SEG-2d: What is the Goal? SEG-2e: Over-weighting or Under-weighting Positions SEG-2f: The Pain Trade SEG-2g: What Happens Next w Sector Rotation? SEG-2h: Portfolios Are Like NASCAR SEG-2i: What is Your Goal? SEG-2j: Investing Without a Plan is Like Throwing Darts in the Dark SEG-2k: Portfolio Construction for Returns & Taxes SEG-2l: YOLO vs Planning SEG-2m: Importance fo Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Internals Remain Weak," is here: https://www.youtube.com/watch?v=3v7e03zkoWs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Two Dads on Money - Meme Stock Trading & Jesse Livermore's Timeless Rules for Speculation," https://www.youtube.com/watch?v=ZVH-DHO81pk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2s------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketCorrection #MarketRally #MarketWeakness #AllTimeHighs #PortfolioRisk #Diversification #StockMarketTips #InvestingStrategy #WealthManagement #InvestingAdvice #Money #Investing

Many investors unknowingly take on portfolio concentration risk—placing too much money in one stock or sector. Lance Roberts & Danny Ratliff break down why concentrated stock portfolios can be dangerous, how lack of investment diversification can magnify losses, and what smart risk management investing looks like. Whether you're building long-term wealth or protecting what you've earned, understanding the hidden dangers of over-concentration is critical. We'll share practical tips to improve your stock diversification strategy, reduce downside risk, and strengthen your portfolio's resilience in volatile markets. SEG-1a: CPI Print Offers Hope for September Rate Cut SEG-1b: Small- & Mid-Cap Performance SEG-2a: Blood Tests & Caffeine SEG-2b: Market Capitalization Concentrations SEG-2c: Is there an Ideal Number of Stocks for a Portfolio? SEG-2d: What is the Goal? SEG-2e: Over-weighting or Under-weighting Positions SEG-2f: The Pain Trade  SEG-2g: What Happens Next w Sector Rotation? SEG-2h: Portfolios Are Like NASCAR SEG-2i: What is Your Goal? SEG-2j: Investing Without a Plan is Like Throwing Darts in the Dark SEG-2k: Portfolio Construction for Returns & Taxes SEG-2l: YOLO vs Planning SEG-2m: Importance fo Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Internals Remain Weak," is here:  https://www.youtube.com/watch?v=3v7e03zkoWs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Two Dads on Money - Meme Stock Trading & Jesse Livermore's Timeless Rules for Speculation," https://www.youtube.com/watch?v=ZVH-DHO81pk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2s------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketCorrection #MarketRally #MarketWeakness #AllTimeHighs #PortfolioRisk #Diversification #StockMarketTips #InvestingStrategy #WealthManagement #InvestingAdvice #Money #Investing

Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world.  And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital.  Alfonso's story is proof that it pays to challenge the status quo and to put people (and connections) first – even in a numbers-obsessed industry.  Want the full story? Join Alfonso and Stacy as they discuss: Alfonso's backstory: How a car accident sparked his obsession with creating success on his own terms Why he's never afraid to repel the wrong investor How his willingness to repel, both on social media and in meetings, has helped him attract more of the right investors The lesson he learned as a $20B bond manager that has served him most as an entrepreneur (spoiler alert, it wasn't an investing technique) More About Alfonso PeccatielloAlfonso (Alf) Peccatiello is the CIO of the global macro hedge fund Palinuro Capital. Alf was born in Southern Italy, roughly 1,000 km away from the closest financial center, yet his dream was to run his own hedge fund. To get there, he had an idea: share macro analysis and frameworks with the world through his research firm, The Macro Compass, first, establish relationships, and only after spinning out his macro hedge fund. After scoring the largest asset managers in the world as clients of his research, here we are: his global macro hedge fund, Palinuro Capital, is ready to launch in January 2025. As a proper Southern Italian, Alf stands by three culinary rules: no cappuccino unless it's breakfast, no pineapple on pizza, and never break pasta in pieces!Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

In this episode of the APAC Wind Energy Summit podcast, Stewart Mullin, CIO at GWEC interviews Morten Dyrholm, Group Senior Vice President, Marketing, Communications, Sustainability and Public Affairs from Vestas about the significance of the Australian wind market, the challenges and opportunities in onshore wind, operational strategies, innovations in hybrid projects, and the importance of regional collaboration in the APAC wind sector. Dyrholm emphasizes Australia's strategic role in renewable energy and discusses the need for improved permitting processes and collaboration among countries in the region to accelerate the transition to renewable energy.

From the first futures in 1848 to today's zero-day options, Cem Karsan, Mandy Xu, and Ed Tom chart how derivatives have moved from the market's periphery to its center of gravity. At the core is Cboe's new VIX decomposition tool, which disentangles moves driven by downside hedging, upside speculation, and shifts in the volatility surface. Through episodes like the yuan shock, Volmageddon, and 2024's “Liberation Day,” they show how positioning can amplify or mute risk, and why vol sometimes rises into rallies. This is a guided tour of volatility's inner workings, and how reading its structure can reveal the market's next move before price does.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 59:42 - Introduction to the series02:21 - Where did options come from and where are we going?10:20 - The purpose and mechanisms of the VIX decomposition tool18:55 - The history of the VIX index23:20 - The beginning of a volmageddon26:24 - A comparison between 2 recent volatility events (August 2024 and April 2025)35:03 - Key indicators for understanding risk in markets42:23 - The current state of 0DTE options50:29 - The optimal way of using VIX and hedge optionsCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put...

Meme stocks meet Jesse Livermore's timeless trading rules — Lance Roberts & Jonathan Penn discover how classic speculation strategies apply to today's market frenzy. Lance preview's today's CPI print and a Goldman Sachs report on who exactly is shouldering the increased costs of tariffs; a look at markets' up/down pattern, and weakness within; Lance and Jonathan discuss meme stocks, speculative risk, and what the Old Masters of investing had to say about it. Also commentary and guidance for younger investors and those who would like to begin investing: How to get the discipline started. SEG-1a: CPI Preview - It's Always .2% SEG-1b: Who's Footing the Bill for Tariffs? SEG-2a: Meme Stock Frenzy SEG-2b: Speculative Trading Index Examined SEG-2c: Two Old Dudes' Pudding & Protein Paks SEG-2d: The Risk of Speculative Trading SEG-2e: Benjamin Graham on Risk SEG-2f: Jesse Livermore on Market Dynamics & Risk SEG-2g: Ten Rules for Investing SEG-2h: Think Ahead SEG-2i: Needs vs Wants for Younger Generation SEG-2j: First Apartments, First Phones SEG-2k: Getting Started w Savings Plans SEG-2l: Time Flies SEG-2m: What Index Investing Teaches SEG-2n: It's a Different Game for 40-50-year olds Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=ZVH-DHO81pk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Watch the Weakness in the Rally," is here: https://www.youtube.com/watch?v=R2kE4pk9IMA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "US GDP Shows Cracks - Why You Should Pay Attention" https://www.youtube.com/watch?v=Fszx_pdp-sA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketCorrection #MarketRally #MarketWeakness #AllTimeHighs #NASDAQ #MemeStocks #StockMarketTrading #JesseLivermore #TradingStrategy #MarketSpeculation #JesseLivermore #BenjaminGraham #NeedsWants #SavingMoney #InvestingAdvice #Money #Investing

“The one analogy I use for technology change programs is that we're trying to upgrade an aircraft whilst it's in flight. This allows people to understand the risk profile.”   In this Best of Series episode, we replay a chat we had in 2019 with George Hunt, former CIO of the Year, on winning hearts and minds, technology as a strategy, and the little things of leadership.

Meme stocks meet Jesse Livermore's timeless trading rules —  Lance Roberts & Jonathan Penn discover how classic speculation strategies apply to today's market frenzy. Lance preview's today's CPI print and a Goldman Sachs report on who exactly is shouldering the increased costs of tariffs; a look at markets' up/down pattern, and weakness within; Lance and Jonathan discuss meme stocks, speculative risk, and what the Old Masters of investing had to say about it. Also commentary and guidance for younger investors and those who would like to begin investing: How to get the discipline started. SEG-1a: CPI Preview - It's Always .2% SEG-1b: Who's Footing the Bill for Tariffs? SEG-2a: Meme Stock Frenzy SEG-2b: Speculative Trading Index Examined SEG-2c: Two Old Dudes' Pudding & Protein Paks SEG-2d: The Risk of Speculative Trading SEG-2e: Benjamin Graham on Risk SEG-2f: Jesse Livermore on Market Dynamics & Risk  SEG-2g: Ten Rules for Investing SEG-2h: Think Ahead SEG-2i: Needs vs Wants for Younger Generation SEG-2j: First Apartments, First Phones SEG-2k: Getting Started w Savings Plans SEG-2l: Time Flies SEG-2m: What Index Investing Teaches SEG-2n: It's a Different Game for 40-50-year olds Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=ZVH-DHO81pk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Watch the Weakness in the Rally," is here:  https://www.youtube.com/watch?v=R2kE4pk9IMA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "US GDP Shows Cracks - Why You Should Pay Attention" https://www.youtube.com/watch?v=Fszx_pdp-sA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketCorrection #MarketRally #MarketWeakness #AllTimeHighs #NASDAQ #MemeStocks #StockMarketTrading #JesseLivermore #TradingStrategy #MarketSpeculation #JesseLivermore #BenjaminGraham #NeedsWants #SavingMoney #InvestingAdvice #Money #Investing  

In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works — and how his HEAT formula helps investors adapt to today's market realities.We dig into why bonds fail as a hedge, how AI is reshaping investing, and the thematic opportunities most people are missing — from old economy AI plays to the future of space.In this episode:- Why bonds aren't a reliable hedge anymore- How the HEAT formula works — hedges, edges, asymmetry, themes- Using leveraged and inverse ETFs strategically- Thematic investing in AI, crypto, and space- How AI is leveling the playing field for retail investorsLead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.#LeadLagLive #ETFs #Investing #HEATFormula #AI #StockMarket #MatthewTuttle #PortfolioStrategy #ThematicInvestingSupport the show

In this episode of the Sleeping Baber podcast, Steve Phillips, founder and Chief Innovation Officer at Zappi, discusses the evolution of consumer insights, the role of AI in market research, and the importance of creative effectiveness. He shares his journey from CEO to CIO, emphasizing the need for agility in marketing and the democratization of consumer insights. The conversation also touches on the future of data as a service and how Zappi is helping brands improve their effectiveness through a deeper understanding of consumer emotions.Our Guest:Steve Phillips, Founder, Chair and Chief Innovation Officer at Zappi https://www.linkedin.com/in/steve-phillips-2121ab/Follow Our Updates⁠⁠ LinkedIn: https://www.linkedin.com/company/sleeping-barber/https://www.sleepingbarber.caGet in touch with our hosts:Marc Binkley: ⁠⁠https://www.linkedin.com/in/marcbinkley/Vassilis Douros: https://www.linkedin.com/in/vassilisdouros/TakeawaysZappi aims to automate consumer insights for faster and cheaper results.AI has significantly improved the quality of market research reports.The emotional impact of advertising is crucial for creative effectiveness.Zappi's platform allows for rapid testing and iteration of marketing ideas.Democratizing consumer insights enables all team members to access data easily.Creative effectiveness is about more than just click-through rates.Zappi's clients have reported a 30% increase in effectiveness using their system.The future of marketing involves a continuous feedback loop with consumers.Data as a service is the next evolution for Zappi, enhancing brand strategy.Chapters00:00 - Introduction to Zappi and Steve Phillips03:00 - The Evolution of Consumer Insights05:58 - Leveraging AI in Market Research09:07 - Creative Effectiveness and Its Importance12:14 - The Shift from CEO to Chief Innovation Officer14:53 - The Future of Data as a Service18:00 - Conclusion and Key Takeaways

This week's Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension funds in the US. Ash was an innovator in the space, modernizing the compensation scheme, asset allocation, and governance in a public pension fund – a notoriously tricky political seat. Original Release Date: July 7, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

The latest price moves and insights with Rails co-founder and CEO Satraj Bambra.To get the show every week, follow the podcast here.Rails co-founder and CEO Satraj Bambra, who is also the managing partner and CIO at Round13 Capital DAF, joins CoinDesk with his bullish outlook on the performance of bitcoin and ether in the next few years. Plus, he explains the "Saylor Effect" following recent institutional adoption of ether and the subsequent price boosts. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is introducing a novel approach to token distribution. The Midnight Glacier Drop is a multi-phase distribution of the NIGHT token, aimed at empowering a broad, diverse community to build the future of the Midnight network. Holders of ADA, BTC, ETH, SOL, XRP, BNB, AVAX and BAT are eligible to participate in the first phase.Help usher in the next generation of blockchain with rational privacy and cooperative tokenomics on the Midnight network. To learn more, visit midnight.gd and prepare for the Midnight Glacier Drop.-This episode was hosted by Jennifer Sanasie.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 Rails co-founder and CEO Satraj Bambra.To get the show every week, follow the podcast here.Rails co-founder and CEO Satraj Bambra, who is also the managing partner and CIO at Round13 Capital DAF, joins CoinDesk with his bullish outlook on the performance of bitcoin and ether in the next few years. Plus, he explains the "Saylor Effect" following recent institutional adoption of ether and the subsequent price boosts. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is introducing a novel approach to token distribution. The Midnight Glacier Drop is a multi-phase distribution of the NIGHT token, aimed at empowering a broad, diverse community to build the future of the Midnight network. Holders of ADA, BTC, ETH, SOL, XRP, BNB, AVAX and BAT are eligible to participate in the first phase.Help usher in the next generation of blockchain with rational privacy and cooperative tokenomics on the Midnight network. To learn more, visit midnight.gd and prepare for the Midnight Glacier Drop.-This episode was hosted by Jennifer Sanasie.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on the GovNavigators Show, Robert and Adam meet with Darren Ash, former federal CIO of multiple agencies, most recently at the Department of the Interior. Ash shares wisdom gained over an expansive career in government, including how IT innovation can transform public service.Show NotesNEW EO: Improving Oversight of Federal GrantmakingGSA: Adding Leading AI Software to Award SchedulesGAO: Ruling on DOT ImpoundmentNIST: Updated Digital Identity GuidelinesFOR ADAM'S FELLOW EM-DASH LOVERS: Wisdom from PoeEvents on the GovNavigator's RadarAugust 19, 2025: Celonis' Public Sector Process Intelligence Day August 20, 2025: Data Foundation's AI Virtual Forum: Data & Policy in the Age of Artificial Intelligence (Nominate presenters by 7/31 here; register here.)  

"Innovate with us. Don't just issue an RFP—explore the art of the possible." — Dino Trevisani, Senior Vice President & Head of the Americas Region, Tata Communications In this in-depth conversation with Technology Reseller News Publisher Doug Green, Dino Trevisani outlines Tata Communications' strategy to deepen its U.S. presence by leveraging the company's expansive global infrastructure, deep industry expertise, and focus on end-to-end “digital fabric” solutions. Trevisani clarifies the scope of Tata Communications' business—often mistakenly conflated with other Tata Group companies—highlighting its capabilities across subsea fiber optic cables, cloud interconnectivity, IoT, security, customer interaction services, and live media streaming for global events such as Formula One and NFL Thursday Night Football. Looking at mid-2025 trends, Trevisani identifies three major forces shaping CIO priorities: Global supply chain and manufacturing shifts — Companies relocating or expanding operations require complex, compliant, and secure communications networks that span multiple countries. Network rationalization — Enterprises are seeking to consolidate and secure disparate networks, driving down costs and complexity. Edge computing and AI readiness — Preparing infrastructure today to support robotics, AI, and real-time applications that will demand near-100% network uptime. Trevisani's U.S. growth strategy targets companies with more than half of their operations outside the country—where Tata Communications already has dominant market presence—and those seeking to simplify complex, multinational communications environments. He stresses that the company's collaborative global leadership model and innovation-focused acquisitions position it as a proactive partner for clients facing rapid technology and market changes. The discussion also touches on opportunities in rural and underserved areas, the critical importance of subsea cables to the global economy, and the need for programmable, intelligent networks that can adapt to future technology shifts without costly infrastructure overhauls. Trevisani's advice for enterprises: fully understand your current network assets, anticipate where your market is heading, and work with innovation-minded partners to design flexible, resilient infrastructures. To learn more about Tata Communications' U.S. and global solutions, visit tatacommunications.com.

For the 100th episode of the CIO podcast hosted by Healthcare IT Today, we are joined by Mark Mabus, MD, CMIO, and VP EHR at Parkview Health, to talk about their part in the KLAS Arch Collaborative! We kick this episode off by first discussing the motivations behind the decision to join the KLAS Arch […]

Season 3, Episode 10: In this episode of No Cap, Jack Stone and Alex Gornik talk with Jon Siegel—Partner and CIO at RailField—about building through one of the toughest market cycles, what went wrong after early success, and why staying active matters more than ever. They also get into the private credit boom, the myth of distress deals, and where real opportunities still exist. TOPICS 00:09 – Opening and Jon's Background 04:22 – Starting RailField with $50M of Institutional Capital 06:03 – Early Deals and Gaining Credibility 10:18 – The Rise of Preferred Equity and Private Credit 14:15 – Why Distress Hasn't Hit and What Happens Next 20:00 – Market Timing, Cycles, and Staying in the Game 24:08 – Vintage Deals, Underwriting, and What Still Works 27:00 – Portfolio Strategy and Working with Institutional Capital 32:58 – Long-Term Bullishness on Multifamily 36:41 – Final Thoughts and Outlook for 2025 Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam's largest EV manufacturer having sold nearly 100k units last year, to discuss how they're navigating the dynamic environment. Chien Nguyen, CIO and Amandae Baey, VP, Investor Relations join us.

Welcome to Episode 233 of Pelo Buddy TV, an unofficial Peloton podcast & Peloton news show. This week we cover the following topics: Peloton announced another round of layoffs during their latest earnings call. Morgan Stanley is predicting a $5/month price increase starting next year. Corey Farrell has been hired as Peloton's new CIO. Peloton has said they will provide “ample notice” if they change the support for the Peloton Guide. A new artist series featuring Oasis took place this week. Hannah Corbin is teasing she has a new program coming out this fall. Peloton highlighted some classes in “This Week at Peloton.” The German language “Summer Break” class series is back. There is also a German language “Combo of the Month” stack collection There is another in-person class at PSNY for Chase Sapphire Reserve credit card holders. Susie Chan & Jeffrey McEachern will lead a shakeout run before the Sydney Marathon. Happy Birthday to Jess Sims, Alex Toussaint, and Olivia Amato. Selena Samuela has teamed up with Spotify for an audiobook challenge Selena Samuela is having twins. Matty Maggiacomo & Tunde Oyeneyin are co-hosting the Athlete Ally Action Awards. Rebecca Kennedy was on the LivBtr podcast. Class Picks of the Week Enjoy the show? Become a Pelo Buddy TV Supporter!  Find details here: https://www.pelobuddy.com/membership-account/membership-levels/ You can find links to full articles on each of these topics from the episode page here: https://www.pelobuddy.com/pelo-buddy-tv-episode-233/ The show is also available via YouTube: https://www.youtube.com/c/PeloBuddy This episode is hosted by Chris Lewis (#PeloBuddy) and Holly Kabler (#Crabbie_KakeS).

When official data starts serving politics, markets lose their anchor. Alan Dunne and Niels examine the quiet shift unfolding as the U.S. edges closer to emerging market behavior - firing statisticians, sidelining inconvenient numbers, and pressuring the Fed ahead of a consequential leadership reshuffle. With labor supply falling, growth stalling, and tariffs acting as stealth taxes, the Fed's playbook no longer fits the moment. Behind the scenes, hedge fund power brokers position themselves to shape what comes next. Plus, an unvarnished look at trend following's drawdown, the lazy critiques making the rounds, and why so many allocators still miss the point.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:01:32 - What has caught our attention recently?08:53 - Dunne's global macro overview13:31 - Is our understanding of growth and GDP outdated?17:52 - The Fed is under threat from multiple angles21:38 - Dunne's impression of Kevin Warsh as a candidate for Fed chairman26:43 - An odd juxtaposition with hedge fund titans' influences on the Fed32:35 - Industry performance update37:30 - Our takeaways from The Wall Street Journal's article on Trend Following43:35 - Why should investors even consider managed futures in the first place?45:40 - Has Dunne ever been on the verge of cutting trend?52:08 - Do long term investors really need diversifiers?Copyright © 2024 – CMC AG – All...

Join Lisa Tamati in a comprehensive discussion with Paul Quickenden, CIO of Easy Crypto NZ, as they explore the intersection of crypto, AI, and blockchain technology. Discover insights into blockchain adoption, the impact of AI on decentralized systems, the development of the NZ Digital Dollar (NZDD), stablecoins, and practical business opportunities in the evolving digital landscape. Gain strategic perspectives on regulatory challenges and the role of New Zealand in shaping global tech innovations. Start Your Crypto Journey with Easy Crypto

Morgan Stanley, in a 2024 report, wrote that water is now the top asset of interest for investors in both the United States and Europe. We dive into the subject with water investing expert David Grumhaus, president, CIO and senior portfolio manager at Duff & Phelps, as well as the cover profile for the June 2025 edition of Real Assets Adviser magazine. (07/2025)

Morgan Stanley, in a 2024 report, wrote that water is now the top asset of interest for investors in both the United States and Europe. We dive into the subject with water investing expert David Grumhaus, president, CIO and senior portfolio manager at Duff & Phelps, as well as the cover profile for the June 2025 edition of Real Assets Adviser magazine. (07/2025)

The U.S. judiciary announced plans to increase security for sensitive information on its case management system following what it described as “recent escalated cyberattacks of a sophisticated and persistent nature.” In a Thursday statement, the federal judiciary said it's “taking additional steps to strengthen protections for” that information. It also said its “further enhancing security of the system and to block future attacks, and it is prioritizing working with courts to mitigate the impact on litigants.” The statement from the third branch comes one day after a Politico report revealed that its case filing system had recently been breached. That report cited unnamed sources who were concerned that the identities of confidential court informants may have been compromised. While the federal courts' statement acknowledged a recent escalation in cyberattacks on its case management system, it didn't confirm details of the reported breach. In response to a FedScoop request for additional information about the reported attack, a spokesman for the Administrative Office of the U.S. Courts declined to comment and pointed back to the statement. The reported hack and statement come after a cyberbreach of the same system in 2020. In early 2021, during a hack of SolarWinds' Orion products, the federal courts disclosed that it found “apparent compromise” of the Case Management/Electronic Case Files system (CM/ECF) and was investigating the matter. Its statement after that breach similarly indicated that “federal courts are immediately adding new security procedures to protect highly sensitive confidential documents filed with the courts.” Jamie Holcombe is joining Maryland-based technology company US AI after wrapping up roughly six-and-a-half years as the chief information officer of the U.S. Patent and Trademark Office. Holcombe, who served as both CIO and chief AI officer at USPTO, will be vice president of the AI firm, with a focus on scaling its technology throughout the federal government, according to a Thursday announcement from US AI shared with FedScoop. Holcombe's last day at the agency was Wednesday, according to a USPTO spokeswoman. Deborah Stephens, deputy CIO for the agency, will serve as acting CIO. At USPTO, Holcombe oversaw “one of the federal government's largest IT transformations,” per the announcement. That work included leading the agency's transition to a cloud-first environment and the launch of its AI Lab, where USPTO can test use cases. As part of his new role, Holcombe will work to expand US AI's Intelligent Computing Platform, which is aimed at accelerating the adoption of AI in sectors that are highly regulated, across government. He will also lead the company's strategy to align its technology with its use in public sector and regulated areas, scaling codeless and zero-trust tools, and build on the company's “values of clarity, security, and accessibility in AI deployment.” The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Ray discusses with Manpreet the reasons for expecting a Fed rate cut in September and its implications for risk assets. They also share their perspectives on equities in Korea and India, concluding with insights on the GBP and gold. Find out more from our latest Weekly Market View report here. Speakers: - Ray Heung, Senior Investment Strategist, Standard Chartered Bank - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank 

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month's Bitcoin Brainstorm include:Cathie Wood: Founder, CEO and CIO, ARK InvestLorenzo Valente: Director of Research, Digital Assets, ARK InvestPaolo Ardoino: CEO, TetherDr. Arthur Laffer: American EconomistRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: 00:00:00 Introduction00:01:04 The origin of Bitcoin and stablecoins00:04:22 Understanding Tether (USDT)00:10:33 USDT's global growth amid pandemic shifts00:12:15 Dr. Laffer's history of private money00:17:32 Understanding the USDT mechanics of issuance, reserves, and redemptions00:23:14 Transparency, audits and regulation00:30:26 Challenges of value stability vs dollar peg00:35:20 Gold-backed solutions and the alloy product00:38:58 The role of stablecoins in developed markets00:44:40 Potential competition00:46:00 Commodity trade and global adoption trends00:51:00 Emerging markets00:53:50 Dollar dominance vs local stablecoins01:08:01 Vision for the future Links Mentioned in this Episode: Learn more about Bitcoin Park: bitcoinpark.com

How can low beta stocks help savvy investors sidestep the pain of the Dot-Com Bust? Lance Roberts & Michael Lebowitz reveal why that lesson matters today...what low beta investing means, how it works in bear markets, and how it can protect your portfolio from bubbles and volatility. Lance reviews market reaction to tariffs coming completely online, and Apple's commitment to re-shore manufacturing to the US; the multiplier effect of domestic manufacturing. A look at Eli Lilly's successful completion of trials for its GLP pill; markets continue to hover along the 20-DMA. Lance and Michael discuss the AI phenomenon; what it really means when we're talking about "the market;" what is the cycle that is sustaining the stock market? How will younger investors' habits imprint market dynamics. What will trigger a crisis of confidence in the market; Lance and Michael discuss the importance of continuous risk management. SEG-1: Tariffs Are Fully in Effect - Market Response SEG-2a: Markets Continue to Defy Dire News SEG-2b: Is the AI Bubble the Same as the Dot-com Bubble? SEG-2c: Commentary on the Concentration on AI Stocks SEG-2d: What Do We Mean when We Say, "Market?" SEG-2e: The Virtuous Cycle Lifting Markets Higher SEG-2f: Impact & Influence of Younger Investors' Habits SEG-2g: What Will Be the Crisis of Confidence? SSEG-2h: The Importance of Risk Management Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=xW8-B15zzCk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- The latest installment of our new feature, Before the Bell, "8-7-25 Is the Correction Over?" is here: https://www.youtube.com/watch?v=UEX8Ev1PJgo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Build a Winning Investment Portfolio | What to Buy & What to Avoid in 2025 " https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #TechnicalAnalysis #MarketRisk #MarketCorrection #MarketRally #20DMA #LowBetaStocks #DotComBubble #RiskManagement #StockMarketCrash #DefensiveInvesting#InvestingAdvice #Money #Investing

Atenção: esta versão do episódio de Stock Pickers está em inglês, com o áudio original. Para ouvir a tradução simultânea, volte à página do podcast e escolha o episódio em português (PT-BR).Se o carro elétrico ainda é uma novidade no Brasil, a China já conta com mais de cem fabricantes de elétricos e híbridos - e hoje vive a era os carros autônomos. Mas essa revolução vai além da mobilidade: a China também é líder em inovação em aplicativos, varejo, investimentos e negócios. A China e o que está por vir em termos de tecnologia voltada aos negócios são os temas de mais um episódio especial do Stock Pickers, gravado na 4ª Conferência Institucional do Banco XP. Em um painel mediado por Ricardo Geromel, autor do best-seller “O Poder da China”, os investidores asiáticos Ron Cao, fundador da Sky9 Capital, Ning Kang, diretor executivo da IDG Capital e Aileen Chang, fundadora e CIO da Tashi Capital Managment trazem suas percepções sobre oportunidades de gigantes chineses e como o mergulho na Ásia e nas companhias chinesas está mais perto do que pensamos.Um episódio para abrir a cabeça e imaginar um futuro que já é realidade do outro lado do mundo.

Atenção: esta versão do episódio de Stock Pickers é uma tradução simultânea em português. Se você quiser ouvir a versão original, volte à página do podcast e escolha o episódio em inglês (ENG).Se o carro elétrico ainda é uma novidade no Brasil, a China já conta com mais de cem fabricantes de elétricos e híbridos - e hoje vive a era os carros autônomos. Mas essa revolução vai além da mobilidade: a China também é líder em inovação em aplicativos, varejo, investimentos e negócios. A China e o que está por vir em termos de tecnologia voltada aos negócios são os temas de mais um episódio especial do Stock Pickers, gravado na 4ª Conferência Institucional do Banco XP. Em um painel mediado por Ricardo Geromel, autor do best-seller “O Poder da China”, os investidores asiáticos Ron Cao, fundador da Sky9 Capital, Ning Kang, diretor executivo da IDG Capital e Aileen Chang, fundadora e CIO da Tashi Capital Managment trazem suas percepções sobre oportunidades de gigantes chineses e como o mergulho na Ásia e nas companhias chinesas está mais perto do que pensamos.Um episódio para abrir a cabeça e imaginar um futuro que já é realidade do outro lado do mundo.

How can low beta stocks help savvy investors sidestep the pain of the Dot-Com Bust? Lance Roberts & Michael Lebowitz reveal why that lesson matters today...what low beta investing means, how it works in bear markets, and how it can protect your portfolio from bubbles and volatility. Lance reviews market reaction to tariffs coming completely online, and Apple's commitment to re-shore manufacturing to the US; the multiplier effect of domestic manufacturing. A look at Eli Lilly's successful completion of trials for its GLP pill; markets continue to hover along the 20-DMA. Lance and Michael discuss the AI phenomenon; what it really means when we're talking about "the market;" what is the cycle that is sustaining the stock market? How will younger investors' habits imprint market dynamics. What will trigger a crisis of confidence in the market; Lance and Michael discuss the importance of continuous risk management. SEG-1: Tariffs Are Fully in Effect - Market Response  SEG-2a: Markets Continue to Defy Dire News SEG-2b: Is the AI Bubble the Same as the Dot-com Bubble? SEG-2c: Commentary on the Concentration on AI Stocks SEG-2d: What Do We Mean when We Say, "Market?" SEG-2e: The Virtuous Cycle Lifting Markets Higher SEG-2f: Impact  & Influence of Younger Investors' Habits SEG-2g: What Will Be the Crisis of Confidence? SSEG-2h: The Importance of Risk Management Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=xW8-B15zzCk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- The latest installment of our new feature, Before the Bell, "8-7-25 Is the Correction Over?" is here:  https://www.youtube.com/watch?v=UEX8Ev1PJgo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Build a Winning Investment Portfolio | What to Buy & What to Avoid in 2025 " https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #TechnicalAnalysis #MarketRisk #MarketCorrection #MarketRally #20DMA #LowBetaStocks #DotComBubble #RiskManagement #StockMarketCrash #DefensiveInvesting#InvestingAdvice #Money #Investing

August 7, 2025: In this Keynote recap, Bill takes viewers through the untold reality behind digital transformation: the biggest obstacles aren't technological, they're human. What happens when you're tasked with building an entire IT department from scratch, or when you have to justify why a hospital even needs a CIO? As organizations develop their fourth digital roadmap and AI promises to revolutionize care delivery, seasoned executives reveal how clinical experience shapes risk tolerance, why traditional hiring practices miss diverse talent, and the critical mistake of treating innovation as a separate function. From Penn Medicine's team-building challenges to Utah's rural care initiatives, these leaders offer candid insights about balancing budgets with human resources, communicating effectively up and down the chain, and preparing organizations for an AI-enabled future without creating costly silos.Key Points:[00:01:00] - Michael Restuccia [00:02:00] - Deborah Proctor - Donna Roach [00:03:00] - Susan Ibanez [00:04:00] - Lee Milligan [00:06:00] - Chuck Podesta [00:07:00] - Joel Klein [00:08:00] - David Butler, MD [00:09:00] - Tressa SpringmannX: This Week HealthLinkedIn: This Week HealthDonate: Alex's Lemonade Stand: Foundation for Childhood Cancer

Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor.Episode SponsorDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFEG Insight Bridge episode pageSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if our most trusted economic statistic is pointing us in the wrong direction? Diane Coyle joins Kevin Coldiron to explore why GDP - long treated as a proxy for progress - now obscures more than it reveals. As economies shift toward services, intangibles, and unpaid digital labor, much of today's value creation falls outside the frame. Drawing on her new book, The Measure of Progress, Coyle makes the case for a new way of seeing - one that captures time, trust, and the real foundations of growth. The question isn't how fast we're moving. It's whether we're measuring the right road.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Diane on X and read her book.Episode TimeStamps: 02:19 - Introduction to Diane Coyle03:55 - How did the current systems of national accounts came to be?06:55 - Why the national statistics doesn't add up11:22 - The underlying problems of GDP18:42 - How software pose a problem for measuring GDP and economic activity23:25 - The challenges of cloud computing26:39 - What is disintermediation and why is it a problem for economic...

Despite a lacklustre Chinese economy, the Hong Kong stock market has remained very popular, with the Hang Seng Index up 24% year-to-date. Concurrently, the Chinese Mainland A-share market has significantly underperformed the Hong Kong H-share market. What are the reasons behind these disparities in the Chinese stock markets? Does the Hong Kong market have further to run, and what are the sectors that are driving the market? This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd.

Check the episode transcript hereABOUT BRAD JOHNSONBrad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career.   THIS TOPIC IN A NUTSHELL: From investment banking to private equityBecoming an owner/operator Manufactured housing as a niche Advantages & Resilience of Affordable Housing Operational Challenges of Managing Underperforming ParksHaving the right market, occupancy levels, and management teamEvergreen Capital's three primary verticalsShift Toward Debt InvestmentsMinimizing downside risk vs. chasing 10x returnsLong-term compounding and Short-term capital gains Open-ended investment structures Connect with Brad  KEY QUOTE: “Real estate isn't about hitting home runs. It's about consistently hitting doubles while protecting your downside.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant  CONNECT WITH BRAD:Website: https://www.evergreencap.com LinkedIn: https://www.linkedin.com/in/bradleyjohnson Interested in Mobile Home Parks? Check this out: https://vintage-funds.com    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Are you building an investment portfolio but unsure what assets belong—and which ones to avoid? Lance Roberts & Danny Ratliff demonstrate how to build a diversified portfolio, the critical assets every investor should consider (stocks, bonds, ETFs), and the common portfolio mistakes that could hurt your long-term returns. How to know the correct investment tool to use; the good and bad sides of mutual funds; why you should be caustius about private equity and alternative investment opportunities. Annuities: Three questions to ask about yourself; can you "Be Your Own Bank?" Lance describes his personal annuity and insurance plans. Why you should never put all your money into anything. If you want to be wealthy, do what wealthy people do. SEG-1: Markets' Response to Earnings are Muted SSEG-2a: Using the Correct Tool to Structure Your Portfolio SEG-2b: Wall Street Will Sell You Anything You Want SEG-2c: Why Mutual Funds Get a Bad Rap SEG-2d: Mutual Funds Will Always Underperform an Index SEG-2e: Be Cautious of Alternative Investments & Private Equity SEG-2f: Opportunity Zone Investments? SEG-2g: Three Tests for Annuities SEG-2h: Can You "Be Your Own Bank?" SSEG-2i: How Lance's Annuity Works SEG-2j: Never Put ALL Your Money in Anything SEG-2k: Do What Wealthy People Do Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Be Careful with Technical Analysis" is here: ttps://www.youtube.com/watch?v=qNJPwrh0f4E&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves" https://www.youtube.com/watch?v=4CeRptptzCU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #TechnicalAnalysis #StopLoss #MarketRisk #MarketCorrection #MarketRally #20DMA #PortfolioBuilding #InvestmentStrategy #DiversifyYourPortfolio #FinancialPlanningTips #SmartInvesting #InvestingAdvice #Money #Investing

This episode wraps up our summer podcast series “Bit By Bit: Healthcare IT Project Success” featuring Kevin Torf, Managing Partner at T2 Tech Group. We explore what makes healthcare IT implementation uniquely complex, and how leaders can deliver results on large-scale healthcare projects without endless consultant reliance. Watch the video version here. Watch Part 1 of this series "Outdated Before Go-Live? Keeping IT Projects Cutting Edge" here. Watch Part 2 of this series "Negotiate IT! A Playbook for Getting Yes in Health Tech" here. Kevin shares expert insights on: Proven project management strategies for healthcare The “PROJECTS” framework for execution and governance Building and empowering internal teams Why healthcare CIOs must take an iterative approach When you need to hire a consultant and when you don't Whether you're a healthcare CIO, project leader, or executive looking to improve outcomes, this conversation is packed with actionable advice on managing digital health transformation and IT implementation at scale. Listen, learn, and lead smarter in healthcare project management. Connect with Kevin on LinkedIn: https://www.linkedin.com/in/kevintorf Find Kevin's work at: https://t2group.com Subscribe and stay at the forefront of the digital healthcare revolution. Watch the full video on YouTube @TheDigitalHealthcareExperience The Digital Healthcare Experience is a hub to connect healthcare leaders and tech enthusiasts. Powered by Taylor Healthcare, this podcast is your gateway to the latest trends and breakthroughs in digital health. Learn more at taylor.com/digital-healthcare About Us: Taylor Healthcare empowers healthcare organizations to thrive in the digital world. Our technology streamlines critical workflows such as procedural & surgical informed consent with patented mobile signature capture, ransomware downtime mitigation, patient engagement and more. For more information, please visit imedhealth.com   The Digital Healthcare Experience Podcast: Powered by Taylor Healthcare Produced by Naomi Schwimmer  Hosted by Chris Civitarese Edited by Eli Banks Music by Nicholas Bach  

Are you building an investment portfolio but unsure what assets belong—and which ones to avoid? Lance Roberts & Danny Ratliff demonstrate how to build a diversified portfolio, the critical assets every investor should consider (stocks, bonds, ETFs), and the common portfolio mistakes that could hurt your long-term returns. How to know the correct investment tool to use; the good and bad sides of mutual funds; why you should be caustius about private equity and alternative investment opportunities. Annuities: Three questions to ask about yourself; can you "Be Your Own Bank?" Lance describes his personal annuity and insurance plans. Why you should never put all your money into anything. If you want to be wealthy, do what wealthy people do. SEG-1: Markets' Response to Earnings are Muted   SSEG-2a: Using the Correct Tool to Structure Your Portfolio SEG-2b: Wall Street Will Sell You Anything You Want SEG-2c: Why Mutual Funds Get a Bad Rap SEG-2d: Mutual Funds Will Always Underperform an Index SEG-2e: Be Cautious of Alternative Investments & Private Equity SEG-2f: Opportunity Zone Investments? SEG-2g: Three Tests for Annuities SEG-2h: Can You "Be Your Own Bank?" SSEG-2i: How Lance's Annuity Works SEG-2j: Never Put ALL Your Money in Anything SEG-2k: Do What Wealthy People Do Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Be Careful with Technical Analysis" is here:  ttps://www.youtube.com/watch?v=qNJPwrh0f4E&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves" https://www.youtube.com/watch?v=4CeRptptzCU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #TechnicalAnalysis #StopLoss #MarketRisk #MarketCorrection #MarketRally #20DMA #PortfolioBuilding #InvestmentStrategy #DiversifyYourPortfolio #FinancialPlanningTips #SmartInvesting #InvestingAdvice #Money #Investing

In this episode, we dive into the archive to take you back to 2022 when Anthony spoke to Will Hobbs, who at the time of recording was the acting Chief Investment Officer of Barclays Wealth Management.Will talks about his untraditional route into markets, from training in Italy as a chef to landing his first role in finance, working through the dot-com and financial crisis, and then deconstructing his current role as Chief Investment Officer.There are lots of tips on networking, leveraging personal experiences, and a detailed explanation of how his team oversees the investment philosophy at Barclays UK in Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) decisions.We also touch on how he found his real passion later on in his career which ultimately acted as the springboard to later success and discuss how he deals with the pressure of being responsible for key decisions within the division he operates in.A must listen to episode for those looking to work in asset or wealth management but also for the wider community if you are looking for an open and genuine insight into working in the world of finance.(00:00) Introduction(02:10) From chef to CIO(04:00) Travel, Turkey, and taking risks(09:50) Early jobs and finding purpose(13:57) Networking advice: just ask(16:19) What a CIO really does(20:12) Handling pressure and big calls(25:01) Mental health in finance(30:16) Bitcoin, blockchain, and investing(34:53) How to start learning markets(38:03) Final tips for beginners

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current rate environment, why it is time for a cut, and the state of inflation.

In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing cold water via its QRA policy, and a fiscal impulse that looks contractionary once tariffs are factored in. He argues that while markets may be riding “run it hot” narratives, the data suggests we're already slowing. Enjoy! __ Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (01:03) Debating Bitcoin's Four-Year Cycle (04:13) Institutional Adoption & Regulation (04:57) Are Four-Year Cycles Psychological? (08:37) Bitcoin's Evolving Political Impact (09:48) Ledger Ad (10:38) Bitcoin's Evolving Political Impact (17:00) Institutions Are Slow & Steady (18:58) Reflecting on Bitcoin's Scarcity (22:20) Crypto Regulation & Institutional Impact (23:38) Ledger Ad (24:25) Retail Investors & the Four-Year Cycle (25:45) Adapting to Bitcoin's Middle Ages (33:28) Can Blockchain Support Incoming Demand? (36:50) Sovereign Adoption & Strategic Reserves (38:28) OG Bitcoin HODLers Cashing Out (41:38) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Is adding AI to your environment a software purchase? Or is it more like hiring an employee? Heavy Strategy’s John Burke and Johna Johnson debate whether AI should be treated as just another application you buy and use, or be handled like an employee you’re bringing on staff (complete with background and reference checks, training... Read more »

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing why economic data can be counterintuitive for how stocks trade. It's Monday, August 4th at 11:30am in New York. So, let's get after it. Since the lows in April, the rally in stocks has been relentless with no tradable pullbacks. I have been steadfastly bullish since early May primarily due to the V-shaped recovery in earnings revisions breadth that began in mid-April. The rebound in earnings revisions has been a function of the positive reflexivity from max bearishness on tariffs, the AI capex cycle bottoming, and the weaker U.S. dollar. Now, cash tax savings from the One Big Beautiful Bill are an additional benefit to cash flow which should drive higher capital spending and M&A. As usual, stocks have traded ahead of the positive sentiment and the lagging economic data – which leads me to the main point for today. Weak labor data last week may worry some investors in the short term. But ultimately we see that as just another positive catalyst for stocks. Further deterioration would simply get the Fed to start cutting rates sooner and more aggressively.The bond market seems to agree and is now pricing a 90 percent chance of a Fed cut in September, and the 2-year Treasury yield is 80 basis points below the fed[eral] funds rate. This spread is not nearly as severe as last summer when it reached 200 basis points. However, it will widen further if next month's labor data is disappointing again. While weaker economic data could lead to further weakness in equities, the labor data is arguably the most backward-looking data series we follow. It's also why the Fed tends to be late with rate cuts. Meanwhile, inflation metrics are arguably the second most backward looking data, which explains why the Fed also tends to be late in terms of hiking rates. In my view, it's a feature of monetary policy, not a bug. Finally, in my opinion, the bond market's influence is more important than President Trump's public calls for Powell to cut rates. The equity market understands this dynamic, too—which is why it also gets ahead of the Fed at various stages of the cycle. We noted in our Mid-Year Outlook that April was a very durable low for equities that effectively priced a mild recession. To fully appreciate this view, one must acknowledge that equities were correcting for the 12 months leading up to April with the average stock down close to 30 percent at the lows. More importantly, it also coincided with a major trough in earnings revisions breadth. In short, Liberation Day marked the end of a significant bear market that began a year earlier. Remember, equity markets bottom on bad news and Liberation Day was the last piece of a long string of bad news that formed the bottom for earnings revisions breadth that we have been laser focused on. To bring it home, economic data is backward looking, earnings revisions and equity markets are forward looking. April was a major low for stocks that discounted the weak economic data we are seeing now. It was also the trough of the rolling recession that we have been in for the past three years and marked the beginning of a rolling recovery and a new bull market. For those who remain skeptical, it's important to recognize that the unemployment typically rises for 12 months after the equity market bottoms in a recession. Once the growth risk is priced, it's ultimately a tailwind for margins and stocks, as positive operating leverage arrives and the Fed cuts significantly. Based on this morning's rebound in stocks, it looks like the equity markets agree. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!