Podcasts about Asset allocation

Inflation fears, rising national debt, and erratic trade policy have resulted in the steepest drop in five decades for the US dollar-- down over 10% in early 2025. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, AMH - American Homes 4 Rent Cl A, US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You, MUSA - Murphy USA Inc., FLO - Flowers Foods Inc., The Labor Market, Comparing Past Performance, PCT - PureCycle Technologies Inc., STLD - Steel Dynamics Inc., Central Banks & Asset Allocation.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Your portfolio might be balanced on paper—but what about your emotions? In this episode of The Above Board Podcast, John Kennedy, CFP®, explores how fear, bias, and past experiences can quietly steer your financial decisions. From holding too much cash to sticking with a stock out of loyalty, emotional allocation can derail even the best strategies. John shares practical ways to check in with yourself and stay grounded—because real balance isn't just in your investments, it's in how you think about them. 00:34 Understanding Emotional Allocation 01:37 Real-Life Examples of Emotional Allocation 05:23 Behavioral Finance Concepts 06:42 Strategies to Balance Emotional Allocation 10:42 Final Thoughts

Today's guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He's also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today's episode, Victor explores the Crystal Ball challenge, and how position sizing can be even more important than knowing tomorrow's news headlines. He also addresses the role of disciplined asset allocation in investment strategy, and how foreign stocks might stack up against US equities going forward. Finally, Victor touches on the relationship between expected return, fair value, and mean reversion, and whether or not the markets have a fair value at all. (0:00) Starts (1:45) Introduction of Victor Haghani (2:01) "Tomorrow's Newspaper Today" study (11:46) The Merton share (19:34) Elm Wealth's asset allocation strategy (24:02) Behavioral and tax implications in investing (39:19) Market timing models (56:01) Consumer behavior and Roth IRA conversions (1:02:05) Macro & mean reversion (1:06:08) Victor Haghani's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase explore the role of dry powder assets in retirement planning and revisit “FOMO Freddie”—a cautionary character representing the risks of chasing investment trends without a long-term strategy.

In this episode of ReSolve Riffs, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.Topics Discussed• Gold as a superior store of value with a stable stock-to-flow ratio• The impact of central bank gold accumulation amid global financial uncertainty• Fiscal dominance, counterparty risks, and the influence of geopolitical tensions• Future gold price scenarios and detailed long-term predictions under varying inflation conditions• The evolution of Bitcoin as a digital alternative to traditional gold• Reimagining the classic 60/40 portfolio with an emphasis on hard assets• Practical investor guidance on asset allocation strategies and risk managementMentioned in this episode:The Return Stacking SymposiumOctober 8, 2025 | Chicago A full day of curated portable alpha / return stacking education. Register Here: https://www.returnstacked.com/return-stacking-symposium-2025/

In this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.

En la tertulia de Capital Intereconomía, comentamos la actualidad económica y política con Gonzalo Atela, abogado de Zunzunegui Securities Lawyers; Tomás Gómez, director del Grado de ADE en Unie Universidad y con Carlos Tobías, abogado. Y Francisco Simón, Responsable Europeo de Estrategia de Asset Allocation en Santander Asset Management nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Marc Stacey, Senior Portfolio Manager for Investment Grade, and Mike Reed, Head of Global Financial Institutions, discuss ongoing market uncertainty, the end of US exceptionalism and how European banks have been on a positive trajectory from a fundamentals perspective in recent years. They also highlight how investment grade companies are likely to be impacted by the current environment and what this means for the team's investment opportunities.

In this episode, Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, chats with Kari Vatanen, head of Asset Allocation and Alternatives at Elo, one of the largest pension funds in Finland. They discuss the uncertain market environment, plus the importance of hedge funds and illiquid assets in diversifying portfolios. Vatanen also shares Elo's current asset allocation strategy and ways managers can engage with institutional investors.   This episode was recorded on May 30, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. To find out more about our services, please contact markets.marketing@jpmorgan.com. © 2025 JPMorgan Chase & Company. All rights reserved.

Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up.3:15 – What are extension strategies?6:15 – Rising interest and room for growth9:50 – Relative risk13:35 – Role in asset allocation15:30 – Extension strategies and the current market

El riesgo de colapso en el estrecho de Ormuz alerta a la economía mundial. En la entrevista Capital analizamos las repercusiones que puede tener de la mano de Joel Grau, Profesor de Shipping & Supply Chain en Deusto, UFM, IEB y en el National Maritime College (Irlanda). En la tertulia de Capital Intereconomía comentamos la actualidad económica y política con José Ignacio Gutiérrez,Vicesecretario General de Confederación de Cuadros y Profesionales. Fernando Gómez-Calcerrada, Abogado del Despacho RLD y con Raúl Sánchez Newlink Agencia Comunicación. Y Tomás García-Purriños, Estratega Senior de Asset Allocation de Santander Asset Management nos explica las principales referencias a tener en cuenta en la sesión de hoy.

With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. Our speakers are Aude Martin, Head of Pooled Index Investment Specialists, and Andrzej Pioch, a Fund Manager specialising in multi-asset strategies in our Asset Allocation team. All data from Bloomberg as at 5 June 2025 unless otherwise stated.  For professional investors only. Capital at risk. Past performance is not a guide to the future. It should be noted that diversification is no guarantee against a loss in a declining market. Securities are mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass.

Asset Allocation erklärt: So kombinierst du Aktien, Anleihen & Co. sinnvoll

The economy and the stock market have been resilient in the face of soft looking economic data, a troubling bond market, and warnings by economists that a recession is drawing ever closer. Confluence Associate Market Strategist and certified business economist Thomas Wash joins Phil Adler to discuss why, so far, this is an economy that won't die.

Coming to you from our London Research Retreat, this week's episode of Street Signals explores the ongoing fragmentation in the global political economy and its implications for asset managers and asset owners. In a panel discussion with host Tim Graf, guests Elliot Hentov, head of macro policy research at State Street Global Advisors, and Ramu Thiagarajan, head of Thought Leadership at State Street, discuss how traditional correlation structures are breaking down, drawing parallels to the macro environment of the 1980s and 1990s. Key topics include the reassessment of equity risk premia, whether allocations to fixed income require a re-think and how relevant questions of increased heading of dollar-denominated assets remain after a tumultuous start to the year.See omnystudio.com/listener for privacy information.

Tras casi cuatro años de negociaciones, España, Reino Unido y la Comisión Europea han alcanzado un acuerdo político para redefinir las relaciones de Gibraltar con la Unión Europea. En la entrevista Capital hablamos con Rafael Calduch, catedrático en Relaciones Internacionales. En la tertulia comentamos la actualidad económica y política con Juan Merino, Presidente de ASINCEX. Asociación sin ánimo de lucro de Empresas de Ingeniería y Consultoría de Extremadura; Tomás Gómez, director del Grado de ADE en Unie Universidad y con Inmaculada Sánchez Ramos, Directora de Destrezas y Competencias Digitales Avanzadas de la Comunidad de Madrid Y Francisco Simón, Responsable Europeo de Estrategia de Asset Allocation en Santander Asset Management nos explica las principales referencias a tener en cuenta en la sesión de hoy.

How can lessons from sports and psychology transform the way we lead, especially when the pressure is on? Kevin is joined by Sebastien Page to explore how high-performance mindsets from sports apply to leadership. They discuss how goal-induced blindness, where an intense focus on achieving goals can obscure ethical or practical considerations, impacts leaders and organizations. Sebastien shares how strong relationships, not fame or fortune, are the most significant predictors of long-term happiness and fulfillment. The episode also highlights a few of the eighteen principles from the book, including: Don't Die on Everest – The dangers of goal-induced blindness. Think About Death – Why zooming out to the end of your life can sharpen your focus today. Listen For 00:00 Introduction: Leadership and Self-Awareness 01:03 Book Promo: Flexible Leadership 01:57 Guest Introduction: Sebastien Page 03:21 Opening Banter and Book Discussion Kickoff 03:54 Sebastien's Journey from Finance to Leadership Psychology 05:34 Key Insight: Sports Psychology Isn't About Winning 07:13 Federer's 54% Win Rate and the Power of Marginal Gains 08:04 Not a Book About Sports but About Resilience 09:19 Why Positive and Personality Psychology Matter 10:05 The Gummy Bear Story: Ethics vs. Goals 13:18 Positive Psychology's Key Finding: Relationships Matter Most 14:36 Goals, Leadership, and Broader Impact 17:17 Principle 1: Don't Die on Everest 20:19 How to Recognize and Avoid Goal-Induced Blindness 24:07 Principle 11: Think About Death 26:01 Stephen Covey's Influence and the Book Title Journey 27:21 Applying These Ideas to Your Team 28:24 Counterintuitive Leadership Lessons 29:59 Fun and Reading: Running and Billionaire Biographies 31:29 Where to Connect with Sebastien 32:13 Kevin's Final Question: Now What 32:55 Wrap-Up: Climbing Everest or Not Sébastien's Story: Sébastien Page is the author of The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He has more than two decades of leadership experience and has done extensive research on positive, sports, and personality psychology. He currently oversees a team of investment professionals actively managing over $500 billion in Assets Under Management. He has also written two finance books: Beyond Diversification: What Every Investor Needs to Know, and the co-authored Factor Investing and Asset Allocation, and he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV, and in 2022 was named a Top Voice in Finance by LinkedIn. He has been quoted extensively in The New York Times, The Wall Street Journal, and Barron's. Sébastien lives in Maryland with his wife and kids. This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! by Sébastien Page Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son by Lionel Barber The Nvidia Way: Jensen Huang and the Making of a Tech Giant by Tae Kim Like this? Seeing Your Blind Spots with Marisa Murray Leading From the Inside Out with Errol Doebler Win the Inside Game with Steve Magness Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP  

Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices

There are many threats to the U.S. economy. How might investors prepare for uncertainty? We discuss fixed income opportunities. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Dan Byrnes, president and principal at Asset Allocation & Management LLC, said that AAM has built a reputation for delivering customized investment strategies that align with the unique needs of insurers.

EEUU exige el 5% del gasto en defensa, a España también. En Capital Intereconomía hablamos en la entrevista Capital con Enrique Navarro, presidente De MQ Globalnet y Analista De Defensa. En la tertulia Capital Intereconomía comentamos la actualidad económica y política con José Ignacio Gutiérrez, Vicesecretario General de Confederación de Cuadros y Profesionales; Carlos Tobías, Abogado y con Carlos Arenas, Doctor en Economía. Y Tomás García-Purriños, Estratega Senior de Asset Allocation de Santander Asset Management nos explica las principales referencias a tener en cuenta en la sesión de hoy.

03:02 Understanding Bitcoin Core Controversy06:09 The Spam Debate in Bitcoin08:59 The Role of Code and Censorship in Bitcoin11:54 The Identity of Bitcoin and Its Purpose14:54 The Anarchy vs. Order Debate in Bitcoin18:12 Consensus and Governance in Bitcoin21:02 The Future of Bitcoin and Its Community28:19 Consensus in Technical Decisions32:10 Market Dynamics and Bitcoin's Price40:32 Gold vs. Bitcoin: A Comparative Analysis51:04 The Future of Gold and Bitcoin01:02:08 Gold's Role in a Bitcoin World01:05:47 Financial Advisors and Bitcoin01:10:32 The Future of Humanity and Bitcoin

Mark Yu, head of Enterprise Capital Strategy at New England Asset Management, said that stress and scenario testing are crucial components of the company's asset allocation analysis.

The recent sharp sell off in Japanese bonds has worrisome implications for investors across the globe. Confluence Associate Market Analyst Thomas Wash joins Phil Adler to discuss where this might be heading.

La justicia tumba los aranceles de Trump. En la entrevista Capital lo analizamos con Enrique Cocero, Consultor Político. En la tertulia Capital Intereconomía comentamos la actualidad económica y política con Juan Rivera, socio de Fti Consulting; Tomás Gómez, director del Grado de ADE en Unie Universidad y con Abel Martín García, Analista Político. Y Francisco Simón, Responsable Europeo de Estrategia de Asset Allocation en Santander Asset Management nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Trump preside una controvertida cena con personas que invirtieron en su memecoin. Analizamos todas las claves en la Entrevista Capital con Javier Pastor, portavoz y responsable de OTC de Bit2Me. En la tertulia Capital Intereconomía comentamos la actualidad económica y política con Antonio Bonet Presidente Del Club De Exportadores; José Ignacio Gutiérrez,Vicesecretario General de Confederación de Cuadros y Profesionales y con Carlos Tobías, Abogado. Y Tomás García-Purriños, Estratega Senior de Asset Allocation de Santander Asset Management nos explica las principales referencias a tener en cuenta en la sesión de hoy.

What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your Wealth® podcast number 530. Plus, Coach Dobber in Minnesota is curious about municipal bonds in a brokerage account, and Daniel in Stevensville, Michigan needs details on emergency funds. Also, can Tim the Enchanter do a Roth conversion and avoid the nasty big pointy teeth of capital gains tax? And, Duke in upstate New York told his wife they need 6 million dollars in retirement, and she said he was silly. What say Joe and Al? We'll find out. Free financial resources & episode transcript: https://bit.ly/ymyw-530 ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:47 - Rebalancing Asset Allocation of US Stocks, International Stocks, and Bonds (DJ in St Louis) 07:21 - Can I Do a Roth Conversion and Have No Cap Gains Tax? (Tim the Enchanter, FL) 15:44 - Watch Financial Planning at Every Age on YMYW TV, Download the Retirement Readiness Guide for free 16:41 - Municipal Bonds in a Brokerage Account: Good Idea? (Coach Dobber, MN) 22:48 - Told My Wife We Need $6M to Retire in 20 Years. She Say's I'm Silly. (Duke, upstate NY) 27:09 - Calculate your Free Financial Blueprint, Schedule your Free Financial Assessment 28:54 - What Is an Emergency Fund and How Much Should I Have in It? (Daniel, Stevensville, MI) 36:00 - YMYW Podcast Outro

President Trump has withdrawn his threat to fire Federal Reserve Chairman Jerome Powell for the time being, but the administration continues to criticize the Fed for postponing interest rate cuts and for its quantitative tightening policy, which increases the amount of bonds available in the market and thus requires higher interest rates to attract buyers. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss whether the Fed's independence is truly at risk and what this might mean for investors.

In today's Five Question Friday (FQF) we'll tackle the following questions:1. Is now a good time to change your asset allocation?2. Do target date funds force you to sell stocks in a down market?3. Does the IRS treat the withdrawal of dividends as taking out earnings or contributions from a Roth IRA?4. Is an 80% Chance of Success in Retirement reasonable?5. How much should you allocate to international stocks?Boldin: https://go.robberger.com/boldin/yt-fqfProjectionLab: https://go.robberger.com/projectionla...FICalc: https://ficalc.app/Chance of Success Guardrail Articles:https://www.kitces.com/blog/monte-car...https://www.whitecoatinvestor.com/ris...https://www.kitces.com/blog/probabili...https://www.morningstar.com/retiremen...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2025, featuring a brief economic analysis and insights on asset class and security selection for the firm's Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

This week, JoePat Roop emphasizes the critical connection between health and financial planning for retirement. He discusses the importance of preparing for a healthy retirement, navigating market volatility, understanding asset allocation, and the significant impact of taxes on retirement savings. JoePat also highlights the necessity of creating a personalized retirement income plan to achieve financial security during retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode, Ryan Burklo and Alex Collins discuss effective retirement planning strategies that ensure individuals are not solely dependent on market performance for their retirement income. They emphasize the importance of liquidity, market risks, and the need for a diversified approach to asset allocation. The conversation highlights various withdrawal strategies and the impact of market volatility on retirement savings, ultimately advocating for a balanced approach that mitigates risks while maximizing financial security. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo TAKEAWAYS Rate of return should not dictate retirement timing. Market performance becomes salient when it hits you. Understanding liquidity is crucial for retirement planning. Market volatility can significantly impact retirement income. Having a liquid fund can protect against market downturns. Diversifying asset allocation is key to financial security. It's important to have a strategy for withdrawals during retirement. Clients often prefer less risk for more certainty in retirement. Comparative analysis of different retirement scenarios is essential. Effective planning can lead to increased cash flow and reduced taxation. Chapters 00:00 Introduction to Retirement Planning Strategies 02:52 Understanding Market Risks and Retirement Withdrawals 06:08 The Importance of Liquidity in Retirement 09:00 Strategies for Managing Market Volatility 12:03 Comparative Analysis of Retirement Scenarios 14:57 Trade-offs in Risk and Return 18:01 Conclusion and Call to Action

This week's blogpost - https://bahnsen.co/4keLRM3 In this episode of the Thoughts and Money Podcast ('Tom'), host Trevor Cummings and co-host Blaine Carver break down financial planning into three distinctive categories: surplus, steady, and sinking. They discuss how most Americans fit into these categories based on their spending and saving habits. The conversation covers the pros and cons of each financial trajectory, the psychological impacts, and the importance of understanding one's financial status for better planning. Listeners are encouraged to diagnose their financial category with their advisor and explore the risks and opportunities associated with their financial planning. The episode highlights the importance of intentional planning to turn uncertainty into clarity and confidence. 00:00 Introduction to the Podcast 00:19 Surplus, Steady, and Sinking Explained 00:51 Understanding Surplus Retirement 02:46 The Loquat Tree Analogy 04:45 Financial Planning and Surplus Retirement 11:39 Steady Retirement Insights 17:46 Spending Dividends and Interest in Retirement 18:27 The Desire for a Secure Retirement 18:52 The Challenges of a Sinking Financial Strategy 19:46 The Importance of Asset Allocation and Safety Nets 22:01 Understanding Your Financial Trajectory 25:47 Diagnosing and Treating Your Financial Health 31:06 The Role of Advisors in Financial Planning 33:54 Final Thoughts and Encouragement Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

Sébastien Page explores how great leaders navigate failure, conflict, pressure, and purpose. — YOU'LL LEARN — 1) How agreeableness holds you back 2) How to know whether a goal is still worth pursuing 3) How to make stress work for you Subscribe or visit AwesomeAtYourJob.com/ep1056 for clickable versions of the links below. — ABOUT SÉBASTIEN — Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He has more than two decades of leadership experience and has done extensive research on positive, sports, and personality psychology. He currently oversees a team of investment professionals actively managing over $500 billion in Assets Under Management. Page has written two finance books: Beyond Diversification: What Every Investor Needs to Know, and the co-authored Factor Investing and Asset Allocation, and he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV, and in 2022 was named a Top Voice in Finance by LinkedIn. He has been quoted extensively in The New York Times, The Wall Street Journal, and Barron's. His latest book, The Psychology of Leadership, is on sale now from Harriman House. Page lives in Maryland with his wife and kids.• Book: The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! • LinkedIn: Sébastien Page• Website: PsychologyofLeadership.net — RESOURCES MENTIONED IN THE SHOW — • Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins • Book: Never Finished: Unshackle Your Mind and Win the War Within by David Goggins • Book: Open: An Autobiography by Andre Agassi • Book: Quit: The Power of Knowing When to Walk Away by Annie Duke • Book: The Coaching Habit: Say Less, Ask More & Change the Way You Lead Forever by Michael Bungay Stanier • Book: The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen Covey • Past episode: 727: How to Start Something New and See it Through with Michael Bungay Stanier— THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

You Can Change Your Asset Allocation – For The Right Reasons Mark Zoril Episode: #19 Podcast Date: 5/7/2025

Is there a preferred asset allocation that can consistently deliver positive risk-adjusted returns across all market environments? This paper analyzes 20 years of market data to answer that question. In this research paper, I analyze 20 years of stock market... Read More ›

The mood has changed on Wall Street since the beginning of the year. Confluence Chief Market Strategist Patrick Fearon-Hernandez reminds us what the market expectations were like back in January and discusses the current evidence that stormy tides may be ahead for US stocks as Trump's trade and economic policies have come in much more aggressive than expected.

Jordan Bush, Ahshuwah Hawthorne, Tim Fox, and Jim McAndrew look at some of the latest news in Bitcoin through Christian eyes.

Manpreet speaks to Audrey about Trump's likely policies over the next 100 days and what we see as key levels in markets to consider rebalancing our portfolio.Read our latest Weekly Market View here. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation,  Standard Chartered Bank

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://www.retirementloop.ca Why I prefer low yield vs high yield: https://moosemarkets.com/income

In this conversation, Kevin discusses the evolving landscape of retirement planning, emphasizing the importance of diversification and understanding modern asset allocation strategies. He highlights the complexities of retirement today compared to previous generations, the necessity of personalized financial planning, and the significance of adopting good financial habits. Madden also stresses the importance of planning for longevity and the value of professional guidance in achieving a successful retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(b).  Importance of Asset Allocation by Barb O'Neill The Price of Peace: Why diversification is difficult, but necessary by Nick Maggiulli Risk Tolerance Assessment Cullen Roche Discipline Funds Basics of the 403(b) & 457(b): How to start a 403(b) (pod) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

In this episode Warren Ingram and Pieter de Villers discuss the critical importance of asset allocation in investment strategies. They explore various asset classes, the role of risk, and how to determine the right equity allocation based on individual goals and time horizons. The discussion also delves into the distinction between lifestyle assets and investment assets, the types of investment risks, and the significance of managing volatility, emphasizing the need for automation in investment processes and the importance of long-term strategies, especially in retirement planning. TakeawaysAsset allocation is the most crucial investment decision.A balanced mix of assets can lead to investment success.Understanding different asset classes is essential for investors.Equities serve as the growth engine in an investment portfolio.Risk management is vital to achieving financial goals.Investors should be aware of lifestyle assets versus investment assets.Volatility is a natural part of investing; manage it wisely.Automating investments can help mitigate emotional decision-making.Long-term investment strategies are key to financial security.Investing should be a disciplined habit, not a source of excitement.Learn more about 10X Investments today: https://bit.ly/4hiEscGSend us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

David McAlvany, CEO of McAlvany Financial Companies, joins us for a deep dive into today's volatile economic environment. He shares his insights into the growing risks tied to overleveraged hedge funds, private equity, and private credit markets, which are increasingly unstable in the face of rising interest rates. We also discuss the need for active management, increased cash allocations, the importance of liquidity, and how time, not net worth, is the true measure of wealth.  If you like this episode, here are more episodes we think you'll enjoy: Ep #527 - Marcus Crigler – Real Estate Investing and Profit Retention For 2025 Ep #518 - Mathew Owens – Real Estate Reality Check: Strategies, Caution, and Cash Flow for Today's Market Ep #512 - Andrew McDannels – Protecting Your Wealth – Fiat Currency, Tangible Assets, and Commodities Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Become a Full-Cycle Investor: There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they're about to learn the hard way what others have gained through “expensive” experience. I'm offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

In this episode, I break down a few of the essentials to becoming a better investor. If you've ever felt overwhelmed by the market or unsure about your investment strategy, this episode is for you. We discuss:The importance of behavior management and how your mindset can significantly impact your investment successSystematic approaches to investing and why having a structured investment strategy is crucial. I break down the importance of asset allocation and how to control what you can control.Understanding asset allocation, including the different types of asset classes and how to balance your portfolio based on your risk tolerance and investment goals.Find out why maintaining your desired asset allocation is essential for long-term success and how to effectively rebalance your portfolio---------✅ Financial planning for 30-50 year old entrepreneurs: ⁠https://www.allstreetwealth.com⁠✅ My personal blog & newsletter: ⁠https://www.thomaskopelman.com⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

- DMSO and Its Effectiveness in Cancer Treatment (0:00) - Health Ranger Store's Mission and Product Development (3:34) - Natural Healing and Regenerative Capabilities (6:20) - Therapeutic Peptides and DMSO (15:53) - Preserving Knowledge and Combating Depopulation (36:56) - Incubation Experiment with Chemtrail Sample (38:42) - Special Report on Forbidden Cures (49:38) - Gold and Silver as Safe Havens (1:10:10) - Four Chan Exposed as Mossad Intelligence Front (1:10:24) - Gold and Silver Investment Advice (1:14:00) - Gold Market Patterns and Investment Strategies (1:24:09) - Book Review: "The Big Drop" by James Rickards (1:26:30) - Economic Challenges and Trade Embargoes (1:33:45) - Interview with Chris Sullivan on Financial Markets (2:21:40) - Asset Allocation and Investment Strategies (2:21:57) - The Role of Digital Assets in Portfolio Management (2:30:18) - The Future of Crypto and Digital Assets (2:31:09) - The Great Taking and Financial Freedom (2:36:15) - Conclusion and Final Thoughts (2:36:34) - Introduction and Song Teaser (2:36:52) - Lyrics and Themes of the Song (2:37:25) - Economic and Political Impact (2:37:37) - Final Lyrics and Emphasis (2:38:24) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Watch the video hereJoin me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds. TIMESTAMPS / CHAPTERS00:00 ⛓️ Understanding Bonds and Young Investors02:31

The recent outperformance of European stocks has been noteworthy. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss why this may only be the beginning.

Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two great minds go head-to-head on topics like asset allocation, and the risks/rewards of small cap value funds vs. total stock market funds. Through this high energy debate, they also provide expert insights into the various stages of your investing journey. Rick and Paul both share how they empower investors through their platforms and continue their relentless mission of spreading financial education.