Podcasts about asset class

Collaborative philanthropy is emerging as one of the most promising innovations in modern giving. In this episode of the Do One Better Podcast, host Alberto Lidji is joined by three leading voices in collaborative philanthropy: Alison Powell, Partner at The Bridgespan Group and leader of its Collaborative Philanthropy practice; Kimberly Dasher Tripp, Founder of Strategy for Scale; and Neha Dalal, Principal at Jasper Ridge Partners, where she advises families and foundations on strategic philanthropy and impact. Together, they explore the growing role of collaborative funds as a powerful vehicle for scaling philanthropic impact. Drawing on their jointly authored article, Collaboratives as a Philanthropic Asset Class, the guests examine how expert-led pooled funds are reshaping the philanthropic landscape. They explain why collaborative funds—vehicles that aggregate capital from multiple donors and deploy it through a shared strategy—can help address some of philanthropy's most persistent challenges, including fragmented giving, limited donor capacity, and the difficulty of identifying and supporting the highest-impact opportunities. The conversation explores the analogy between collaborative funds and investment vehicles such as mutual funds, ETFs, and venture capital funds. Just as investors rely on professional fund managers and diversified portfolios, donors can leverage collaborative funds to access deep expertise, rigorous diligence, strategic coordination, and greater reach than they might achieve on their own. Alison, Kimberly, and Neha discuss the remarkable diversity of collaborative funds operating today—from issue-focused initiatives addressing climate change, gender equity, poverty, global health, and education, to community-led funds that place decision-making power in the hands of those closest to the challenges being addressed. They also examine how collaborative funds can help donors learn while giving, build relationships with peers, and participate in communities of practice focused on shared impact goals. The discussion addresses common misconceptions and critiques of collaborative giving, including concerns about intermediary costs, loss of donor control, and potential duplication within the philanthropic ecosystem. The guests explain why these considerations are best understood as trade-offs rather than shortcomings, and how collaborative models can often increase both efficiency and effectiveness while mobilizing significantly more capital toward urgent social and environmental challenges. The episode also explores the infrastructure needed to support the continued growth of collaborative philanthropy, including improved discovery tools, clearer evaluation frameworks, and stronger field-building efforts that help donors identify and engage with collaborative opportunities aligned with their values and objectives. Whether you are an experienced philanthropist, an emerging donor, a family office advisor, or simply interested in how resources can be deployed more effectively for social impact, this conversation offers a compelling perspective on why collaborative funds may become an increasingly important part of the future of philanthropy. Key Topics Covered What collaborative philanthropy funds are and how they operate Why collaborative funds can be viewed as a philanthropic asset class The parallels between collaborative giving and investment fund models How collaborative funds increase efficiency, expertise, and scale The role of community leadership, proximity, and power-sharing in philanthropy Different collaborative fund structures, governance models, and strategies How donors can determine whether collaborative giving is right for them The importance of donor self-awareness and philanthropic strategy Common barriers to collaborative giving and how they can be overcome The infrastructure needed to strengthen the collaborative philanthropy ecosystem Why many practitioners see collaborative funds as a key part of philanthropy's future Memorable Insights Collaborative funds allow donors to leverage expert knowledge, shared diligence, and collective action. Giving through a collaborative fund does not replace direct philanthropy; it complements it. Many of philanthropy's biggest challenges are too large and interconnected for any single donor to address alone. Collaborative funds can help move capital more quickly, strategically, and at greater scale. The future of philanthropy may depend on helping donors move from acting alone to acting together. Visit our Knowledge Hub at Lidji.org for information on 350+ case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship. 

Kevin O'Leary joins the mainstage at Consensus wearing a $5.2 million Michael Jordan card around his neck and explains why collectibles have become his best-performing asset class, including a 3am bidding war that cost him nearly $13 million. He then breaks down why 97% of institutional crypto interest is concentrated in just BTC and ETH, why altcoins got slaughtered, and what it will actually take for blockchain to get adopted by the S&P 500. Plus, why he thinks power infrastructure and data centers are a better bet than picking crypto winners. - Timecodes: 00:00 - Kevin O'Leary at Consensus Miami 2026 01:16 - Sports Cards as an Asset Class 03:25 - Tokenization, the Clarity Act, and Why Altcoins Got Slaughtered 05:21 - The S&P 500 Blockchain Thesis: One Chain Will Win 07:53 - Why Power Is More Valuable Than Bitcoin 09:34 - The US vs China AI Race

Volatility has moved beyond a pricing input to become a tradable, investable asset class. This panel will explore how options professionals are harnessing volatility for trading, hedging, and portfolio diversification, with insights into the latest products, strategies, and market trends. Moderator: Steve Sosnick, Chief Strategist, Interactive Brokers Panelists: Ben Londergan, Managing Director Strategic Business Development, Simplex Trading Kevin McCarthy, Managing Director and Head of Market Maker Financing and Clearing , Wells Fargo Securities Nate Pomeroy, Principal, Wolverine Trading Technologies This panel is proudly sponsored by Clear Street.

Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline.   At our flagship “Credit Frontiers” event, we sat down with Moody's leaders to discuss what's behind these “bad vibes” about private credit and what they're hearing from market participants about the trajectory of the asset class.   Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody's Ratings   Guests:  Marc Pinto, Managing Director, Global Head of Private Credit, Moody's Ratings David Hamilton, Managing Director, Head of Asset Management Research, Moody's Analytics   Related Research:  Private Credit – Global – Volatility will intensify focus on liquidity, transparency 22 April 2026 Private Credit – Global – Seven key ways private credit is changing 14 May 2026 Private Credit – US – Asset quality indicators point to emerging risk in private credit direct lending 28 April 2026 Moody's Private Credit Insights © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stefan Reisinger, partner in our Washington, DC office, joins host Patrick Dolan to examine tariff refund claims. Stefan covers eligibility requirements, explains who may be entitled to refunds and outlines what businesses need to know when filing a claim. Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

In this episode of The Level Up Podcast w/ Paul Alex, Paul sits down with Christopher Craig, a Foreclosure Surplus Expert, tax strategist, and serial entrepreneur, to discuss why the traditional "American Dream" of real estate investing might actually be keeping you trapped. Christopher breaks down why he is selling off his massive real estate portfolio to invest in a low-maintenance, high-yield asset class: legal arcade games and medical equipment. Instead of dealing with tenants and broken roofs, he explains how business owners and high-income earners can use bonus depreciation to legally zero out their taxes while generating true, hands-off passive income. In this conversation, Christopher shares: Why traditional rental properties are a "slow burn" that trap your equity How to legally offset 100% of your taxable income using bonus depreciation The exact blueprint for investing in legal arcade machines and medical equipment Why adaptability and taking the first step are the true secrets to leaving the W-2 grind This episode is a must-listen for business owners, high-income earners, and anyone looking to build real passive income while mastering the tax game. Connect with Christopher Craig: https://www.instagram.com/christophercraigofficial/ Your Network Is Your Net Worth Make sure to add Paul Alex on all social platforms: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://www.youtube.com/@levelupwithpaulalex LinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out CashSwipe:

This week, Nish and Coco head back to Makerfield, where the by-election campaign is already turning into a political demolition derby; Andy Burnham is just ahead of Reform, the far right is fighting itself, Elon Musk has wandered into the discourse, and Nigel Farage has reappeared after questions over his £5 million gift.Plus: they're joined by Hettie O'Brien, journalist and author of The Asset Class, to break down how private equity quietly bought up the services we rely on, from nurseries and care homes to vets and water companies, and why that matters for the broken economy we're all living in.GUESTS Hettie O'Brien, journalist and author of The Asset Class: How Private Equity Turned Capitalism Against ItselfUSEFUL LINKSAmnesty Report | Like a snowball: the growth and impact of the gender critical movement in the UKTony Blair Article | The Labour Party Is Playing With Fire Over Its Future and the Future of the Country by CLIP CREDITSCarol Vorderman via Instagram, (@carolvorders)CHECK OUT THESE DEALS FROM OUR SPONSORS VANTA: https://www.vanta.com/PSTUK SHOPIFY: https://shopify.co.uk/podsavetheukAURA FRAMES: https://www.auraframes.com Code: PSTUK BT: Search ‘Why BT' to find out more.Pod Save the UK is an Intelligence Squared production for Crooked Media.Get in touch - contact us via email: podsavetheuk@crooked.comLike and follow us on Youtube: https://www.youtube.com/@PodSavetheUKInstagram: https://instagram.com/podsavetheukTikTok: https://www.tiktok.com/@podsavetheukBlueSky: https://bsky.app/profile/podsavetheuk.crooked.comFacebook: https://facebook.com/podsavetheukX: https://x.com/podsavetheuk

270: In this episode, I sat down with John Bernard from Southview Timber to break down how timberland investing actually works, and why it's one of the most overlooked real estate strategies out there.(Show Notes: REtipster.com/270)We talk about how timberland produces income, how deals are structured, and why this asset class has quietly created long-term wealth outside of traditional real estate and stocks. John also explains how they find deals without marketing, how timber is valued, and the multiple ways you can monetize rural land.If you've ever wondered how land investing can generate cash flow beyond flipping or rentals, this conversation will open your eyes.

Is the "unsexy" side of real estate actually the most profitable? While most investors are getting burned in the "dumpster fire" of multifamily syndications or fighting over crowded RV parks and self-storage units, a quiet revolution is happening in small-bay industrial real estate. In this episode, we sit down with Graham Story and Jesse Durham, two North Carolina-based investors and brokers who have cracked the code on high-cash-flow industrial warehouses. From serving as an Army officer to navigating the world of CCIMs, Jesse and Graham share their "origin story" of moving from high-headache residential Airbnbs to the high-margin world of Triple Net (NNN) industrial leases. They break down the exact math of how they forced $175,000 in equity on a single building just by signing a lease, and why they prefer "mom and pop" tenants over big-box retailers. If you want to learn how to find deals on Facebook Marketplace, structure 10% down seller financing, and use the "substitution of collateral" hack to build a portfolio with zero money out of pocket, this is the episode for you. Key Topics Covered:The Multi-Family "Dumpster Fire" vs. Industrial: Why industrial is a "little-known" asset class that adds more zeros to your bottom line with less competition. Forced Appreciation Secrets: How a single $3,000/month lease jumped a property value from $250k to $425k instantly. The Power of Triple Net (NNN) Leases: Why you'll never have to worry about "toilets, tenants, and trash" when the tenant pays the taxes, insurance, and maintenance. Creative Financing 101: A breakdown of their "cookie-cutter" seller financing offer: 10% down, 5.5% interest, and a 25-year amortization. The "Substitution of Collateral" Hack: A rare commercial strategy that allows you to move debt between properties to keep buying more buildings. Finding Tenants on Facebook: Why Facebook Marketplace is outperforming LoopNet and Crexi for small-bay industrial spaces. Due Diligence Essentials: Why you need a "Phase 1" environmental report and why OSHA is not your friend. Small-bay industrial real estate is the "path of progress" for investors who want stable, long-term cash flow without the volatility of residential markets. Whether you are driving for dollars in your own backyard or looking to scale across the state, Graham and Jesse prove that you don't need millions to start—you just need the right niche. The Commercial Real Estate Blueprint Program is an 8-week cohort for people who want to start buying commercial real estate. Weekly group calls, a one-on-one strategy session, plus the templates and scripts Graham and Jesse use to source and close deals. You'll leave with a defined buy box, a working prospecting system, and the confidence to send your first LOI. The first cohort starts in early June and is capped at 10 spots. Apply at https://tally.so/r/0Q19LPWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestGet Signed Up For the Next Note Buying Workshop HERE!

Season 7, Episode 3: How did ACRE grow from a post-GFC workforce housing thesis into a global real estate investment firm? Today, we sit down with Michael Van Der Poel, Founding Partner at ACRE, to break down the strategy behind that rise. Michael shares how he spotted workforce housing before it became an institutional trade, and how ACRE built its early portfolio by buying distressed multifamily assets at deeply discounted prices. We also get into raising capital from Asia, building a vertically integrated platform, and expanding across both equity and credit strategies. Whether you're interested in capital raising, private credit, or where real estate opportunity sits in today's cycle, this episode is a must-listen. Join us as we dive into the conviction, timing, and risk discipline that helped ACRE grow from a scrappy startup into an institutional investment platform. Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out. TOPICS 00:00 – Introduction 02:17 – Michael Van Der Poel's Background and Early Real Estate Career 06:55 – ACRE's Workforce Housing Thesis After the GFC 09:56 – Raising the First Fund and Buying Distressed Multifamily 15:00 – Building ACRE's Credit Platform 21:13 – Why ACRE Plays Across Equity, Credit, and Development 23:21 – Pricing Equity Risk and Finding Returns in Today's Market 38:50 – Rental Housing, AI Disruption, and the Future of Jobs 41:03 – Where ACRE Sees Opportunity Right Now 46:19 – Multifamily Outlook and the Next Buying Window 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.

In conjunction with the Taxcast Podcast, we look at the world of private equity and how it extracts value from the UK economy. Adrian Goldberg is joined by Hettie O' Brien, author of ⁠The Asset Class ⁠ which investigates 'how private equity turned capitalism against itself.' Plus Alex Cobham from the ⁠Tax Justice Network ⁠and Naomi Fowler from the ⁠Taxcast ⁠podcast. Produced in Birmingham by Adrian Goldberg, Naomi Fowler and Harvey White. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special episode of This Week in Global Development, Alain Ebobissé, CEO of Africa50, joins Devex Managing Editor Anna Gawel to discuss a paradigm shift in African infrastructure investment. Africa50, a pan-African investor, is moving beyond one-off projects to aggregate large-scale, “institution-grade” sustainable energy assets. By shifting the narrative from a development imperative to a viable commercial opportunity, Ebobissé explains how his organization is attracting both global and African capital to bridge the continent's massive energy gap, which currently leaves around 600 million people without basic electricity. A centerpiece of the conversation is the critical role of private sector participation in electricity transmission, an area historically funded exclusively by governments. Ebobissé emphasizes that power generation is futile without the grid capacity to deliver electricity to end users and businesses, highlighting Africa50's work on the continent's first independent private transmission projects. Looking toward the next decade, he advocates for a balanced energy mix — including renewables and natural gas — and issues a call for a heightened sense of urgency among global institutions to prioritize results over perfection in order to close the energy gap at speed.

A study after the covid pandemic established that in care homes controlled by private equity firms the death rate was more than 50 per cent higher than in other homes.On Free State today we look at how private equity is capitalism cannibalising itself. Hettie O'Brien, author of The Asset Class, is on with us to talk about how this happened, how governments retreated from the public realm and left private equity take over the world.She explains how they took over the things we have to have, electricity, childcare, housing when governments retreated. And as they did, things became worse. She explains how ideology took hold and while the masses were scolded for acquiring debt, private equity found they could live with it, or somebody else could die with it. Hosted on Acast. See acast.com/privacy for more information.

John Quinn is joined by Jack Neumark, Managing Partner and Co-Head of Specialty Finance of Fortress Investment Group and Founder of its Legal Assets Group. They discuss the emergence of legal assets as a distinct investment class.  Fortress is a leading player in litigation finance with over $6.5 billion deployed in legal assets and a current portfolio of approximately $3 billion. While most litigation funders typically invest in individual cases, Fortress invests in diversified portfolios of litigation claims and contingent fee receivables. Fortress underwrites and finances these portfolios the same way it does other specialty finance products. To underwrite a portfolio, Fortress has lawyers examine the cases in the portfolio to determine how strong and likely to settle they are. They consider factors including the defendants and how creditworthy they are, the damage theories asserted, how far the case has progressed, what motion practice has revealed, and whether related criminal charges have been filed. They also consider the law firms involved, the judge, and the venue. Fortress also conducts quantitative analyses of the historical results of similar cases based on publicly available data and proprietary data it has accumulated in the 15 years it has invested in legal assets. Legal asset portfolios are attractive to many investors because the results of lawsuits are less subject to the performance of the economy in general than many other classes of assets. Also, because the market for legal assets is still developing, sophisticated investors can often obtain better returns than in more mature markets. Jack believes that as the industry matures, especially with potential regulatory changes around law firm ownership, litigation finance will become more mainstream and integrated into broader investment strategies.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

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The private credit boom is having a shake-out: But not before many Australian investors - and big super funds - placed a lot of money into what has been, until very recently, a boom business. What's on the line and where is the exposure? Andy Darroch of Independent Financial Advice joins Associate Editor, James Kirby in this episode. In today's show, we cover: The problems plaguing private credit How local wealth managers and big funds are linked with the crisis Liquidity - If you did not know what it meant, you will now How to assess private credit as an asset class from here See omnystudio.com/listener for privacy information.

Send us Fan MailCould the next frontier of commercial real estate investing be hiding right next to the self-storage facilities you already know? Scott Meyers welcomes Cody Payne, a small bay flex space specialist, investment sales broker, and founder of FlexParks USA, for a candid conversation about one of the fastest-growing asset classes in commercial real estate. With 20 years in the industry and a team specializing exclusively in small bay industrial leasing and investment sales across the US and Canada, Cody pulls back the curtain on what FlexParks really are, who's in them, what's driving demand, and why self-storage investors are uniquely positioned to capitalize. If you're already in self-storage and thinking about diversification, this episode delivers the blueprint. WHAT TO LISTEN FOR3:03 What is small bay flex space and how does it differ from traditional self-storage?6:14 What is really driving the explosive demand for flex park space right now?13:45 What are the most common mistakes new flex park owners make during development and operations?18:31 What does an ideal flex park site look like and how do you identify the right unit mix?23:58 How can self-storage investors get started in small bay flex and what resources does Cody Payne offer?Leave a positive rating for this podcast with one click CONNECT GUEST: CODY PAYNE, FOUNDER AND MANAGING PARTNER OF FLEX PARKS USAWebsite | LinkedIn | Instagram | Facebook | Flex Space Domination Book  CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.White Label Storage helps self-storage owners manage their facilities like a performance business, not a guessing game. Using facility-level data and custom technology tools, the team drives smarter pricing, marketing, and operational decisions with no gut-based revenue management.Website | LinkedIn(410) 693-5166 

Alper Kilic is Head of Alternative Credit at Ninety One in London.

Robert Gardner has built four ventures in financial services,  including Redington, the UK investment consultancy that's advised on £800B+ in assets.Now he's taking on a new category: Natural Capital.Because nature has always been “investable”, just usually as a commodity.The old way looks like squeezing every ounce of value out of the Earth without any regard for long-term consequences. The playbook was essentially cut it down, harvest it, extract the value, and move on. Robert thinks that model is outdated, and he's building the alternative, making nature an investible asset class (more like real estate or infrastructure), where the value comes from what nature does, not what you can take from it.In this episode, Stacy Havener sits down with Robert to get concrete about what investing in nature looks like in the real world.Listen in to hear:What changes when you're not raising money for a strategy… but for a new asset classHow Robert translates Natural Capital into familiar investing language (property/infrastructure)A real case study (Nestlé + oyster reefs) and the incentive chain behind itWhat underwriting looks like when your revenue is tied to nature doing its jobWhy legitimacy comes from repetition + simplicity (not complexity)The early-stage trust-building lesson every emerging fund manager needsMore about Rob Gardner:Robert is Co-Founder & CEO of Rebalance Earth, the UK's largest dedicated Natural Capital asset manager. He previously served as Investment Director at St. James's Place and co-founded Redington, Mallowstreet, and RedSTART. His work is focused on making nature an investible asset class and proving finance can be a force for good. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -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

In this episode of Alternative Allocations, Michael Bell from Meketa Capital breaks down why infrastructure has become one of the most compelling opportunities in private markets today. Michael explains how infrastructure investments offer a rare combination of growth potential, steady income, inflation hedging, and low correlation to traditional assets, making them particularly valuable in today's market environment. The discussion dives deep into the differences between public and private infrastructure, the importance of working with experienced managers who have decades of proven performance, and why the private markets allocation in wealth portfolios is expected to grow from 2-3% to 20-25% over the next decade. Michael Bell, Chief Executive Officer, Meketa Capital and Primark Capital, Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and was the CEO for a $12 billion RIA, managing more than 30 investment strategies and a $10 billion liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently, he purchased, grew, and sold a family office-backed $6 billion RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. Michael holds a Bachelor of Science in Commerce from the University of Virginia and a Juris Doctorate from West Virginia University.   Resources: Michael Bell | LinkedInFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn

This week, Miles Clark and Joseph Tuzzolo discuss the changes in our asset class rankings, historical market drawdowns, copper vs gold RS relationships, participation indicators, and the RS Spread between leaders and laggards.

https://youtu.be/FU5IvtBbtCY JOHN SAMUELS from WELLWORTH ADVISORS discusses “HEALTH AS AN ASSET CLASS” and the nuances of personalized healthcare management for high-net-worth individuals. We contrast concierge medicine with comprehensive health advisory services. Learn about his book “WEALTHCARE” which lays out the frameworks of his practice. Finally, John goes into how expert navigation, team-based care, and strategic planning can significantly improve health outcomes and client relationships. Finally we hear a little bit about what his favorite medical shows are on TV! Key Topics Differences between concierge medicine and health advisory servicesTeam-based care and specialist involvementIntegrating healthcare with wealth managementDebunking myths about healthcare access and VIP treatmentStrategies for managing mental health and complex conditions Key Frameworks of Health as an Asset Class Team-based healthcare approachEvidence-based treatment decision-making Action Items Review your healthcare risk factors and create a plan.Organize your medical records and update legal documents.Engage a healthcare advisor to understand your coverage and treatment options. Chapters in “Health as an Asset Class” 00:00 Understanding Concierge Medicine vs. Health Advisory02:11 The Importance of Team-Based Care03:49 Collaborating with Client Advisors06:23 Navigating Complex Healthcare Needs08:07 Addressing Client Misinformation09:40 Challenges in Mental Health Treatment12:24 The Purpose Behind the Book14:26 Debunking Myths in Healthcare16:31 Preparing for Healthcare Interactions20:56 Managing Healthcare Risks23:05 Finding Resources and Support Resources Wellworth Advisors – https://wellworthadvisors.comJohn Samuels’ Book on Healthcare Management – https://www.amazon.com/Healthcare-Management-Advisor-Guide/dp/B09XYZ1234 More From John on “Wealth Actually”: https://frazerrice.com/ep-126-john-samuels/ Guest links Website – https://wellworthadvisors.comEmail – mailto:john@wellworthadvisors.com https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ Keywords healthcare, concierge medicine, health advisory, high-net-worth individuals, patient navigation, mental health, healthcare risk, medical research, healthcare myths, health insurance Titles Beyond Concierge: The Future of Personalized Healthcare for Wealthy ClientsHow Expert Care Navigation Transforms High-Net-Worth Healthcare Sound Bites “We map out the cost of treatment for clients.”“We focus on evidence-based treatment options.”“VIP care often doesn’t mean better care.”

SHOWNOTES:Senior housing has officially moved beyond recovery and into its next growth phase, and the data proves it.In this episode of Bridge the Gap, hosts Josh Crisp and Lucas McCurdy welcome back Arick Morton, CEO of NIC MAP, to break down the latest trends shaping the senior living industry. They also discuss why senior housing is currently the top-performing real estate asset class, how investors are viewing the sector, and why developers willing to move forward today may be positioned for exceptional returns as demographic demand accelerates.Key Topics CoveredThe 20-year evolution of NIC MAP and its role in institutionalizing senior housingCurrent occupancy and rent growth trends across the industryThe impact of historic lows in new constructionHow AI and data analytics are accelerating investment decisionsWhy senior housing is now the best-performing real estate asset clasMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/ Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/ Connect with Our GuestArick Morton: https://www.linkedin.com/in/arickmorton/ Learn more about NIC MAPhttps://www.nicmap.com Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok

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Ep. 332For decades, the stock market meant public companies. Apple, Microsoft, Amazon — the giants everyone invests in.But something big has changed.More companies are staying private longer, and some of the most valuable businesses in the world — SpaceX, OpenAI, Anthropic, Databricks, Stripe — are not publicly traded.So the question becomes:Are private markets where the real growth is happening now?In this episode, Gabriel Shahin breaks down the shift from public markets to private investing, why billion-dollar companies avoid going public, and what investors need to understand before jumping into private stock opportunities.In this video, we discuss:-Why fewer companies are listed on public exchanges today-Why major companies choose to stay private longer-How SPVs (Special Purpose Vehicles) allow investors to buy private shares-The fees, carry structures, and costs behind private investments-Why governments sometimes push companies to go public-The pros and cons of private markets vs public markets-The importance of operators and leadership in early-stage companies-The risks of hype investments (like NFTs and speculative trends)-Private investments can offer incredible upside — but they also come with less transparency, limited liquidity, and higher risk.As always, the key question remains:Is it a good company solving a real problem — or just a hot trend?

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On episode 214 of Ask The Compound, Ben Carlson, Duncan Hill and Nick Maggiulli discuss private markets vs real estate, is a guaranteed return worth it, 401k vs brokerage account, saving for college and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Find out more at https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Tara Hariharan, managing director and head of research at NWI Management, joins Mark Sobel, chief economist and vice chair at OMFIF to discuss emerging market investing.  They explore how to manage the volatility associated with current market volatility in light of developments in the Middle East while combining those with views and assessments of underlying EM country economic developments. 

This week, Miles Clark and David Clark discuss commodities moving up in our asset class rankings, the Mag 7 showing near-term weakness, crude oil experiencing notable volatility as it continues to improve, and bitcoin reversing slightly from its lows.

Rassegna stampa economico-finanziaria del 10 Marzo 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti e MercatiTestate: Corriere della Sera / Il Sole 24 Ore / La Stampa / Repubblica * Borse in altalena: Apertura catastrofica con Milano a -2% e Tokyo a -5,2%. Recupero nel finale grazie alle parole di Trump e all'intervento del G7: il Ftse Mib chiude a -0,29%. * Asset Class e Liquidità: BlackRock ha introdotto una soglia del 5% ai disinvestimenti dal fondo Hps Corporate Lending Fund dopo richieste di rimborso per 1,2 miliardi di dollari (9,3% del NAV). * Spread e Titoli di Stato: Lo spread Btp-Bund è risalito di 20 punti base a causa dell'incertezza bellica. I rendimenti dei Treasury USA hanno oscillato tra il 4,21% e il 4,09%. * Antiriciclaggio: La Guardia di Finanza ha varato 20 piani operativi contro il cybercrime finanziario, con nuovi poteri di supervisione sugli operatori cripto (decreto legislativo n. 204/2024).Industria e AutomotiveTestate: Il Sole 24 Ore / Repubblica * Made in Europe: Approvato l' Industrial Acceleration Act (IAA) che introduce negli appalti pubblici la preferenza per prodotti realizzati in Europa per contrastare la concorrenza di Cina e USA. * Settori in crisi: Il vincolo di preferenza europea è stato esteso a settori in difficoltà come acciaio, alluminio, cemento e automotive. * Crisi tedesca: Nel Baden-Württemberg, land dell'auto, la CDU di Merz perde posizioni a favore dei Verdi, riflettendo la crisi del sistema industriale tedesco. Fisco e NormativaTestate: Corriere della Sera / Il Sole 24 Ore / La Stampa / Repubblica / Il Giornale * Accise Mobili: Il Governo studia un decreto per attivare il meccanismo delle "accise mobili" basato sull'extra-gettito IVA. L'ipotesi è un taglio alla pompa fino a 10 centesimi (le opposizioni chiedono 25 centesimi, costo stimato 10 miliardi). * Nuovi Reati: In discussione al Senato un Ddl per il reato di "apologia della mafia", che colpirebbe anche testi di canzoni e condotte come il "Messina Denaro style". * Piano Casa: Stanziati 950 milioni di euro per la manutenzione straordinaria di 50-60 mila alloggi popolari. Obiettivo finale: 100 mila case a prezzi calmierati in dieci anni.Banche e CreditoTestate: Il Sole 24 Ore / La Stampa * Rialzo tassi BCE: Gli investitori prevedono fino a due rialzi dei tassi BCE entro fine anno per contrastare l'inflazione energetica. Il ministro Giorgetti critica l'opzione definendo "grave" una stretta monetaria in questa fase. * Resilienza Digitale: Entrato in vigore il regolamento DORA (recepito con D.Lgs 23/2025) che obbliga banche e intermediari a segnalare alla GdF gravi incidenti informatici.Energia e GeopoliticaTestate: Corriere della Sera / Repubblica / Il Sole 24 Ore * Petrolio e Gas: Quotazioni del Brent arrivate a 120 dollari al barile (picco massimo dal 2022) per poi scendere a 87-90 dollari. Il gas europeo (TTF) è salito a 60 euro per MWh (+17%). * Stretto di Hormuz: Il blocco del passaggio (20% del greggio globale) sta esaurendo la capacità di stoccaggio di Arabia Saudita, Kuwait e Qatar, costringendoli a ridurre la produzione. * Riserve Strategiche: Il G7 è pronto a rilasciare 300-400 milioni di barili (25-30% delle scorte totali) per calmierare i prezzi. * Difesa e Difesa Nucleare: L'Italia convoca il Consiglio Supremo di Difesa per valutare l'invio di batterie Samp-T nel Golfo. L'UE lancia la "Small Modular Reactor Strategy" stimando investimenti nucleari per 240 miliardi di euro entro il 2050. Lavoro e FormazioneTestate: La Stampa / Repubblica * Divario di genere: Il Presidente Mattarella sollecita interventi sul divario salariale e sulla conciliazione vita-lavoro, definendo il lavoro femminile essenziale per la crescita del PIL. * Salari Reali: In Italia i salari hanno perso il 10% del potere d'acquisto negli ultimi 4 anni, mentre il carrello della spesa è aumentato del 25%. * Ricerca e Fuga di Cervelli: Proposta UE per bandi semplificati (tramite CNR, Max Planck, CNRS) per attrarre ricercatori iraniani in fuga dal regime.Executive Takeaway (Insight per C-Suite) * Vulnerabilità Inflazionistica: L'Italia è l'economia avanzata più esposta allo shock energetico; si stima un impatto sull'inflazione di +1,0% rispetto allo 0,5% della media Eurozona, portando l'indice generale sopra il 3%. * Rischio Stagflazione: La combinazione di prezzi energetici elevati e possibile rialzo dei tassi BCE configura uno scenario di stagflazione nel breve termine, con impatto sul PIL stimato in -0,2 punti nel 2026. * Transizione Difensiva: Lo spostamento dell'UE verso politiche industriali protettive (Industrial Acceleration Act) obbliga le aziende a rivedere le supply chain privilegiando il "Made in Europe" per mantenere l'accesso agli appalti pubblici. * Sicurezza Cibernetica: L'inasprimento normativo (DORA e nuovi protocolli GdF-ACN) eleva la compliance per le infrastrutture finanziarie e i prestatori di servizi digitali, equiparando l'attacco informatico a un rischio sistemico economico. * Incertezza Fiscale: Il deficit italiano 2025 al 3,1% complica l'uscita dalla procedura per disavanzo eccessivo, limitando i margini per manovre espansive e sussidi energetici straordinari nel 2026.

Today, I'm tackling a question that keeps a lot of people up at night: What assets actually hold their value if we ever face a currency reset—and why? If your whole financial plan depends on the dollar behaving forever, you may need to rethink your strategy. I'm here to help you understand how currency changes work, how to filter assets for real resilience, and why chasing shiny objects isn't the way to build lasting freedom.I break down the true role of money, explain how inflation, printing, and history shape our financial systems, and walk you through my “5 filters of resilience”—the key framework for evaluating assets that stand the test of unstable times. This episode is all about preparation, not panic. Let's build your money machine with purpose!IN TODAY'S EPISODE, I DISCUSS:Why assets outlive currencies and how history proves itThe 5 filters of resilience for evaluating asset durabilityThe real purpose and limitations of cash, gold, digital assets, real estate, and stocksDiversification by purpose...not just by ticker symbolHow to build a portfolio that adapts, preserves, and grows through any financial stormTune in-this isn't just about money; it's about mastering your financial future and creating a life of choice!RECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/Psychology of People Who Act Poor When They're RichI Met 400+ Millionaires - This is what I LEARNEDOnce You Get Rich, Change These 6 Things Immediately12 Unsexy Habits That Made Me Serious MoneyWhat The 1% Teach Their Kids About MoneyRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:Psychology of People Who Act Poor When They're Rich: https://youtu.be/KpZEuniVbwkI Met 400+ Millionaires - This is what I LEARNED: https://youtu.be/EwQtlsle45YOnce You Get Rich, Change These 6 Things Immediately: https://youtu.be/exgaT-fho5M12 Unsexy Habits That Made Me Serious Money: https://youtu.be/OjYgoVwFxWsORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine-a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

Hunter Horsley, CEO of Bitwise Asset Management, joins The Rollup to discuss the institutionalization of crypto, why the four-year cycle may be a self-fulfilling prophecy, how AI is transforming internal operations, and why allocations are set to grow far beyond what most expect.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance.Timestamps:00:00 Intro00:55 Bitwise's Take on AI & The Freight Train Analogy03:45 How Hunter Uses AI in His Workflows05:27 Bitwise's Four Business Lines & Institutional Journey09:37 Is the Four-Year Cycle Dead?11:43 Relay Ad12:05 The Sentiment Gap: Natives vs. Institutions15:20 Hibachi, infiniFi Ads16:30 What's the Right Crypto Allocation?Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Join an active community of RE investors here: https://linktr.ee/gabepetersen ABOUT THIS EPISODE In this episode of The Real Estate Investing Club, I sit down with Stewart Heath, CPA and founder of Harvard Grace Capital in Tennessee. Stewart spent decades building his real estate investing career — from a 200-door residential portfolio to a focused commercial strategy along the I-65 corridor between Nashville and Birmingham.

In the inaugural Family Office Roundtable at VC10X, host Prashant sits down with Ronald Diamond, Founder & Chairman of Diamond Wealth, and Wendy Craft, CEO of Elle Family Office, for a candid conversation on what's really happening inside family offices today.From AI tools that are already replacing analysts, to the private equity liquidity crisis, to the $124 trillion wealth transfer heading to the next generation.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWhat we cover:- How AI is transforming deal flow, due diligence & the analyst role- Where family offices are allocating right now — and what's broken in private equity- Why after-tax returns are the only number that matters- The rise of ETFs and tax-loss harvesting as game changers for families- SFO vs. MFO — and why 85-90% of family offices shouldn't exist- Next gen wealth transfer & why most families are failing at it- The role of family office capital in solving real-world problemsTimestamps:(00:00) - Introduction: The Future of Family Offices(01:26) - Welcoming Guests: Ronald Diamond & Wendy Craft(02:18) - The Role of AI in Family Offices(03:40) - A Cautious Approach to AI Investment(04:52) - How AI is Disrupting Due Diligence(07:43) - Replacing Analysts with AI to Cut Costs(09:42) - AI Efficiency vs. The Need for Human Oversight(11:17) - Case Study: How Large Families Use AI for Efficiency(13:12) - Can AI Handle Proactive Deal Sourcing?(14:16) - The Importance of Human Networks in Deal Flow(15:58) - Portfolio Construction: Public vs. Private Markets(17:52) - The Problem with Private Equity's Long Lock-up Periods(19:57) - Contrasting Private Equity with the Family Office Model(22:30) - The Tax Angle: Liquidity vs. Long-Term Investment(24:10) - The Growing Focus on After-Tax Returns(27:00) - The Emergence of ETFs for Tax Efficiency(29:13) - Venture Capital Investing Styles for Family Offices(31:28) - Why Inexperienced Family Offices Should Outsource VC(34:26) - The Rise of OCIOs for Next-Generation Wealth Management(35:54) - The Future: Outsourcing to MFOs and OCIOs(38:22) - MFOs vs. OCIOs: What's the Difference?(41:28) - Educating and Including the Next Generation(44:20) - How the Next Generation's Investment Interests Differ(45:00) - The Philanthropic Potential of Family Offices(48:01) - Youth's Belief in AI to Solve Societal Issues(49:23) - The Negative Impact of Technology on Mental Health(54:55) - Portfolio Hedges: Gold, Silver, and Bitcoin(56:31) - The Evolution of Cryptocurrency as an Asset Class(58:13) - Skepticism and Risks in the Crypto Market(01:02:43) - Interest in Gold, Silver, and Critical Minerals(01:03:23) - Parting Advice for Family Offices(01:03:54) - Ron's Advice: Run it Like a Business or Outsource(01:04:56) - Wendy's Advice: The Efficiency of MFOs for Most Families--Guests:

Eric Byunn of Centana Growth joins Nick to discuss The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age. In this episode we cover: Due Diligence and Value Creation Investment in Jumio and Identity Verification Growth Expectations and Market Realities Lessons from Netscape and Industry Evolution Investor Responsiveness and Connectivity Guest Links: Eric's LinkedIn Centana Growth Partners' LinkedIn Centana Growth Partners' Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Season 5, Episode 8: On this episode of the No Cap Podcast, Jack Stone and Alex Gornik sit down with Chris Salerno, founder of QC Capital, to break down how he underwrites across multiple real estate verticals and why car washes have quietly become one of the most interesting operating-heavy “real estate plus business” hybrids in the market. Chris explains what actually drives performance in the car wash business, from site selection and membership economics to cost pressures like water and chemicals, and why QC focuses on a more efficient model with shorter tunnels and lower all-in development costs. The conversation also dives into small bay industrial in the Southeast, why the space is heating up, and how Chris thinks about risk as multifamily rent growth slows and the easy era of cap-rate compression fades. A practical, operator-driven look at where real estate returns are really coming from today. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Intro And Why QC Invests Across Verticals 04:36 – Chris' Background And How QC Capital Started 08:22 – First Deals: Brokers, Capital, And Getting A Loan Without A Track Record 12:47 – Why QC Moved Beyond Multifamily 13:56 – Why Car Washes: Cash Flow, Tax Benefits, And Vertical Integration 16:44 – Why Multifamily Could Stay Tough Over The Next Cycle 19:15 – The Liquidity Fund: Short-Term Real Estate-Backed Yield 21:38 – Car Wash Fundamentals: Tunnel Design, Equipment, And Build Costs 27:30 – Operations Reality: Water, Chemicals, Staffing, And Automation 34:53 – Small Bay Industrial: Demand, Rents, And Why It's Heating Up 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.

In this episode of the Real Estate Pros Podcast, host Q Edmonds interviews Mitchell Feldman, a seasoned self-storage entrepreneur. Mitchell shares his journey from humble beginnings to becoming a respected figure in the self-storage industry. He discusses how self-storage has evolved into a recognized asset class, the importance of discipline and hard work, and how adversity shaped his character and leadership style. Mitchell also highlights the power of relationships in both business and family, the importance of creating a lasting legacy, and how community plays a critical role in personal healing and professional growth. This conversation is packed with insights on success, purpose, and long-term growth—inside and outside of business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send a textTackling the messy reality of data fueling artificial intelligence, Andrea Muttoni—President & CPO at Story—joins the show to unpack how Story is building an AI-native infrastructure for intellectual property and training data. We dig into making the $80T IP asset class programmable, traceable, and monetizable, and how Story aims to turn “mysterious training data blobs” into transparent rights and payments for creators and enterprises.01:10 Meet Andrea Muttoni 06:49 Story's Core Mission 13:41 IP Monetization 21:08 Biggest Competitor 22:49 Compute, Models, & Data 27:46 What to IP, Where Not 31:16 Blockchain 34:54 Protecting Your IP 41:36 Reaching StoryAndrea explains how Story is building a blockchain-based IP and data layer so AI systems can train on licensed content while proving usage, enforcing licenses, and automating payments to rights holders. We talk about the practical challenges of cleaning and labeling real-world data, what “IP-safe” datasets look like in practice, and how developers and companies can plug into Story's infrastructure. Andrea also shares where blockchain actually adds value (and where it doesn't), why he thinks “AI can't scale on legal ambiguity,” and concrete steps creators and founders can take today to protect and monetize their IP in the AI era.LinkedIn: linkedin.com/in/muttoni Website: https://www.story.foundation/#AITrainingData, #IntellectualProperty, #IPEconomy, #StoryProtocol, #DataInfrastructure, #AIGovernance, #AILaw, #Web3, #Blockchain, #CreatorEconomy, #DataOwnership, #RightsManagement, #Licensing, #TechPodcast, #Developers, #MachineLearning, #AIEthics, #DataMonetizationWant to be featured as a guest on Making Data Simple? Reach out to us at almartintalksdata@gmail.com and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

Send a textTackling the messy reality of data fueling artificial intelligence, Andrea Muttoni—President & CPO at Story—joins the show to unpack how Story is building an AI-native infrastructure for intellectual property and training data. We dig into making the $80T IP asset class programmable, traceable, and monetizable, and how Story aims to turn “mysterious training data blobs” into transparent rights and payments for creators and enterprises.01:10 Meet Andrea Muttoni 06:49 Story's Core Mission 13:41 IP Monetization 21:08 Biggest Competitor 22:49 Compute, Models, & Data 27:46 What to IP, Where Not 31:16 Blockchain 34:54 Protecting Your IP 41:36 Reaching StoryAndrea explains how Story is building a blockchain-based IP and data layer so AI systems can train on licensed content while proving usage, enforcing licenses, and automating payments to rights holders. We talk about the practical challenges of cleaning and labeling real-world data, what “IP-safe” datasets look like in practice, and how developers and companies can plug into Story's infrastructure. Andrea also shares where blockchain actually adds value (and where it doesn't), why he thinks “AI can't scale on legal ambiguity,” and concrete steps creators and founders can take today to protect and monetize their IP in the AI era.LinkedIn: linkedin.com/in/muttoni Website: https://www.story.foundation/#AITrainingData, #IntellectualProperty, #IPEconomy, #StoryProtocol, #DataInfrastructure, #AIGovernance, #AILaw, #Web3, #Blockchain, #CreatorEconomy, #DataOwnership, #RightsManagement, #Licensing, #TechPodcast, #Developers, #MachineLearning, #AIEthics, #DataMonetizationWant to be featured as a guest on Making Data Simple? Reach out to us at almartintalksdata@gmail.com and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

GuestEric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock's approximately $250B SMA platformBioEric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA's investment strategies and is responsible for the commercialization of the vertically integrated business unit within US Wealth Advisory. Mr. Metz is a memberof BlackRock's USWA Executive Committee.Prior to the BlackRock acquisition, Mr. Metz was a Co-Founder of SpiderRock Advisors, and led both the business and investment team, as President & CIO, since its inception in 2015, and throughout the BlackRock strategic partnership in 2021.Preceding SRA, Mr. Metz was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and the Chicago Board Options Exchange (CBOE). After the trading floors, he was a senior trader and partner at both Ronin Capital and Bengal Capital, proprietary trading firms specializing in volatility arbitrage. Mr. Metz graduated, Magna Cum Laude, from the University of Michigan with a B.S.E. in Industrial and Operations Engineering. He earned his M.S.E., with honors, in Industrial and Operational Engineering, and was enrolled in the program's PhD program. Mr. Metz is a CFA Charterholder, a member of the CFA Institute, the CFA Society of Chicago and a member of YPO's Chicago based Windy City Chapter.

When we discuss investing in the stock market, most people think of investing in individual stocks. Paul shares that the returns with this approach are problematic. Listen along as Paul and Arlene talk about a different approach called asset class investing and explain the difference between picking individual stocks and investing in commingled investment vehicles.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Asaf Meir covers the dizzying rise of prediction markets, led by companies like Polymarket and Kalshi. Not to be confused with betting markets, prediction markets are contracts between individuals rather than playing against a “house.” He discusses how they are disrupting traditional markets and potentially creating a new kind of asset class. Asaf describes how companies are creating a “level playing field” to entice institutional money.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This week, Chris and I dive deep into a question we've been getting a lot since our town hall event with Sarah Swain, Rebecca Matthews, and Elisa Kitz (which had almost 2,000 registrants!): Why are permanent tax shelters considered an asset class?   I'll be honest—this was a concept that completely confused me until about 4-5 years ago. I grew up being taught that insurance is an expense, never an investment. But understanding how certain life insurance policies can provide liquidity, tax advantages, and long-term value has been game-changing for our family—both personally and professionally. In this episode, we break down: The difference between whole life and universal life insurance Why insurance should be the foundation of your financial house (not just the pretty stuff on top) How permanent policies build cash value you can borrow from tax-free Why getting insured young matters more than you think The connection between your health records and insurance premiums This might feel like a big topic to grasp, but stick with us. We're here to help you understand what you weren't taught growing up.   Timestamps & Chapters [2:53 - 4:33] Why This Topic Matters Now Questions coming in about permanent tax shelters as an asset class How life insurance can offer protection AND build long-term value Jenn's journey from seeing insurance as an expense to understanding it as an investment [4:33 - 7:00] What Are Permanent Tax Shelters? Two types: Whole life and universal life insurance How they differ from term insurance (which is like "rent") Why these policies are structured differently for every person [7:00 - 10:20] Whole Life vs. Universal Life Whole life: Invested through the insurance company, pays dividends, safer/more conservative Universal life: Invested through markets, higher growth potential Companies we work with have been paying dividends for over 100 years [10:20 - 13:20] The Trust Factor Why people are hesitant to invest (lack of education, past bad experiences) Importance of transparency: where money goes, how returns work, paperwork to back it up Finding advisors who customize to YOUR needs, not just sell hot products [13:20 - 17:00] The Foundation Analogy Chris's building background: insurance is like the foundation of a house TFSAs, RRSPs, FHSAs are the "pretty stuff" on top If the foundation isn't solid, everything collapses when markets slip Different types of insurance: life, critical illness, disability [17:00 - 20:20] Why We Have Different Policies Individual needs vs. family goals Whole life for lending money back to yourself Universal life for stronger growth through market investments [20:20 - 23:40] Term vs. Permanent Insurance Explained Term insurance: Pay for protection for 10, 20, 30 years—when it expires, you're done (or renew at a much higher rate) Example: $75/month at age 30 becomes $500/month at age 65 Permanent insurance: Pay for a set period (often ~20 years), then you're covered for life [23:40 - 26:40] Health & Insurance Qualification Medical Insurance Bureau (MIB) has access to ALL your medical records Even minor things (like getting imaging for headaches) can flag you and increase premiums Jenn's story: Great health rating, lower premium Chris's story: One seizure from paintball at 21 flagged him for years [26:40 - 30:00] The Integrity Factor Insurance companies will test for things like nicotine in your hair if you claim to be a non-smoker Lying on applications can void your entire policy Smokers can requalify as non-smokers after 12 months nicotine-free and cut premiums in half [30:00 - 35:20] Why We're Talking About This Jenn's perspective: Health and wealth are connected Financial stress impacts health; lack of finances prevents getting health support The gap in what we weren't taught as adults, parents, business owners Teaching preparedness so people know what questions to ask [35:20 - 40:00] How Permanent Policies Build Cash Value Example: $100/month → $25 to insurance, $75 to investment Money grows tax-free inside the policy You can borrow from it with minimal or zero tax (depending on timing) Compare to RRSPs: 100% taxed at withdrawal at your marginal rate Insurance companies are great at saving from taxation; investment companies are great at making money—permanent policies combine both [40:00 - 43:00] The Self-Lending Strategy Build cash value you can borrow from tax-free or with greatly reduced tax Use for home repairs, helping kids, investments, etc. You can put in $300-500/month—insurance still only costs $25, rest goes to your investment fund [43:00 - 46:00] Inflation & Long-Term Planning Average Canadian couple needs $2.5-3 million to retire comfortably Inflation designed to be ~2.5% annually Example: Bag of milk was $2-3 twenty years ago, now $6-9, will be $20 in the future If you're only making 2.5% interest, you're just keeping up with buying power—not growing wealth Importance of reviewing statements together as a couple (even when uncomfortable)     Key Highlights & Takeaways ✅ Insurance as Foundation, Not Expense: Permanent life insurance should be viewed as the foundation of your financial house—not a bill, but an investment that protects everything else you build on top. ✅ Two Types of Permanent Policies: Whole Life: Conservative, dividend-based, great for self-lending Universal Life: Market-invested, higher growth potential ✅ Tax Advantages: Money grows tax-free inside permanent policies, and you can borrow from your cash value with minimal or zero tax (unlike RRSPs, which are 100% taxed at withdrawal). ✅ Get Insured Young: Health changes, medical records, and age all impact premiums. The younger and healthier you are when you get insured, the better your rates—and they're locked in for life. ✅ The MIB Knows Everything: The Medical Insurance Bureau has access to all your medical records. Even minor health events (like imaging for headaches) can flag you and increase premiums. ✅ Inflation is Real: The average Canadian couple will need $2.5-3 million to retire comfortably. If your money is only growing at 2.5%, you're just keeping up with inflation—not building wealth. ✅ Self-Lending Strategy: Permanent policies allow you to build a "personal bank" you can borrow from for major expenses, investments, or helping family—without traditional loan approval processes. ✅ Transparency Matters: Any advisor should be able to explain exactly where your money is going, how returns work, and provide full paperwork. If they can't, walk away. ✅ Health & Wealth Are Connected: Financial stress impacts your health, and lack of finances prevents you from getting the health support you need. They're not separate—they're intertwined.   Let's dive in! Thank you for joining us today. If you could rate, review & subscribe, it would mean the world to me! While you're at it, take a screenshot and tag me @jennpike to share on Instagram – I'll re-share that baby out to the community & once a month I'll be doing a draw from those re-shares and send the winner something special! Click here to listen: Apple Podcasts – CLICK HERESpotify – CLICK HERE Free Resources: Free Perimenopause Support Guide | jennpike.com/perimenopausesupport Free Blood Work Guide | jennpike.com/bloodworkguide The Simplicity Sessions Podcast | jennpike.com/podcast Get 20% on thewalkingpad.com using code "JENNPIKE20" Get discounts at happybumco.com using code "JENNPIKE" *code doesn't apply with Black Friday sale* Programs: Ignite: Your 8-Week Body Transformation Program | https://jennpike.com/ignite The Peri & Menopause Project  - Join the Waitlist | jennpike.com/theperimenopauseproject Synced Virtual Fitness Studio | jennpike.com/synced Services: Work With Jenn | https://jennpike.com/work-with-jenn/ Functional Testing | jennpike.com/testing-packages Business Mentorship | The Audacious Woman Mentorship:  jennpike.com/theaudaciouswoman Connect with Jenn: Instagram | @jennpike Facebook | @thesimplicityproject YouTube | Simplicity TV Website | The Simplicity Project Inc. 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Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collector's watches. Based in New York City, he helped establish and build the watch department since its launch in 2014. In October 2017, he led Phillips's inaugural New York watch auction, Winning Icons, where Paul Newman's legendary Rolex "Paul Newman" Daytona sold for $17.8 million - the highest result ever for a vintage wristwatch sold at auction. Under his leadership, the Phillips New York team as sold many legendary pieces, including a Heuer Monaco wristwatch gifted by Steve McQueen, Marlon Brando's Rolex GMT-Master worn in "Apocalypse Now", Jack Nicklaus' Rolex Day-Date, and Paul Newman's Rolex "Big Red" Daytona, to mention just a few. In December 2021, his team's fifth annual flagship watch auction achieved $35.9 million, breaking the record for the highest watch auction total in U.S. history. A collector of wristwatches since childhood, Paul is a specialist in their authentication and valuation. Frequently appearing on television programs sharing tips on watch collecting, he has hosted talks for investment banks, luxury brands, and magazines. As the former watch columnist for Barron's PENTA, Paul has been published or cited in numerous publications including The New York Times, Wall Street Journal, Bloomberg, Forbes, and Robb Report. Paul serves as a Trustee for the Horological Society of New York, an Honorary Committee Member of the Gerald Genta Heritage Association, and as an Academy Member of the Grand Prix d'Horlogerie de Genève (GPHG). Paul also serves as a strategy consultant to luxury brands through his firm, Boutros Group. To start off, Paul tells us about the exotic world of luxury time pieces. He tells the story of how the luxury watch landscape has evolved and how UHNW individuals and families are viewing watches today as a component of their portfolio's alternative assets allocation. We then talk about what sets unique time pieces apart from the "mere mortal" expensive watches. Paul helps us understand and define what makes a luxury watch a collectible piece.>/p> Paul offers some tips for families and family offices on how to get started, especially if they are new to luxury watch investing and collecting. He goes into detail on how one can find the right watch for their needs and goals. An important consideration in this specialized segment of alternative investments is protecting against fraud and other unique threats. Paul provides invaluable pointers into what UHNW families need to know about how to avoid the risks inherent in the world of luxury watches and how to protect against being taken advantage of. Finally, he describes the important role the family office can and should play in this process. Do not miss this fascinating and deeply insightful conversation with one of the world's leading experts on luxury time pieces and collectible watches.

Alternative assets are getting a greater share of investor allocations as they seek higher yields and less volatility. Pension funds, endowments and other large institutions are directing more dollars to these assets in order to increase overall yields in their portfolios and to hit mandated returns. Kim Flynn, President of XA Investments, specializes in Private Credit interval funds, some of which generate higher than 10% yields. Kim is responsible for all product and business development activities plus the firm's proprietary fund platform and consulting practice.

Although it may seem like public companies such as Exxon and Chevron generate the lion share of our domestic oil production, they only produce roughly 30%. The other 70% is produced by smaller to mid-size companies. Many of these enterprises raise money via syndications from Private Equity, family offices, and High Net worth individuals. Depending on the size of the project, investment minimums can be as low as $25,000-$100,000 and have the potential to generate returns that far exceed those of other alternative asset classes. Michael Tanner, Co-founder and Managing Director at Sandstone Group, provides financial consulting and Asset Management for Oil and Gas and Energy clients.

This episode explores how Lynne Mazin blends Wall Street discipline with Manhattan investing to build long-term wealth, balance lifestyle goals, and help investors think strategically about ownership, patience, and portfolio design in competitive markets.See full article: https://www.unitedstatesrealestateinvestor.com/owning-the-game-of-wealth-and-lifestyle-through-real-estate-with-lynne-mazin/(00:00) - Introduction to The REI Agent Podcast(00:36) - Welcoming Guest Lynne Mazin and Episode Overview(01:00) - Lynne Mazin's Background in Wall Street and Bonds(01:52) - Transition from Finance to Manhattan Real Estate(02:55) - Viewing Manhattan Real Estate as an Asset Class(03:30) - Cash Flow Versus Appreciation in High Cost Markets(04:48) - Portfolio Building and Diversification Through Real Estate(05:43) - The Tangible Power of Owning Hard Assets(06:36) - Starting Small and Learning Property Management Fundamentals(07:51) - Current Market Conditions in New York City(09:07) - Negotiation Opportunities and Investor Advantage(10:03) - Limited Inventory and High Rental Demand(10:45) - Financial Snapshot Strategy for Investors(12:00) - Using Data and Long-Term Appreciation Trends(13:17) - Navigating Showings and Transportation in Manhattan(14:32) - Hyperlocal Expertise and Referral Value(16:28) - Real Estate as Part of a Holistic Wealth Strategy(18:33) - Finding Balance and Joy Living in New York City(20:25) - Golden Nugget Mindset for Success(21:08) - Book Recommendation and Lessons on Nonlinear Success(22:58) - Where to Find and Connect with Lynne Mazin(23:12) - Final Thoughts, Subscribe Message, and DisclaimerContact Lynne Mazinhttps://apres-global.com/True wealth is not just about numbers on paper but about ownership, perspective, and designing a life that supports your goals, and if this conversation sparked something in you, take the next step and visit https://reiagent.com

Do you want to know why industrial real estate could be the safest, most lucrative investment class you're not tapping into? In this episode, Cameron Christiansen and Anthony Faso sit down with Irwin Boris, a seasoned real estate finance and asset management expert with over 25 years of experience. Irwin explains why industrial real estate has become one of the most secure yet overlooked investment opportunities today. Irwin explains how industrial properties, such as warehouses and distribution centers, provide stable income streams, unlike multifamily investments that rely heavily on rent increases and tenant turnover. He discusses the importance of understanding cap rates and choosing investments that ensure long-term stability, even in volatile markets. Listeners will learn how industrial real estate can deliver predictable cash flow with lower risk, along with insights into how location-linked businesses help ensure properties remain occupied. Irwin also offers valuable advice for new investors considering industrial properties, including key questions to ask when evaluating deals. This episode is a must-listen for those seeking alternative real estate investment strategies or looking to diversify their portfolios. Tune in to discover why industrial real estate might just be the safest asset class you're not investing in yet. In This Episode: - Why industrial real estate is a hidden gem for investors - How industrial properties provide stable and predictable cash flow - What it means to invest generationally instead of investing for a limited time - The difference between industrial, multifamily, and single-family investments - Key factors to consider when investing in industrial real estate - Mistakes committed by new investors and how to avoid them - What to ask sponsors before investing in industrial properties - How long-term investors benefit from industrial properties - How to start investing in industrial properties   Resources: 

Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities. Key Topics: What's driving investor interest in short-term bonds How Fed rate cuts are reshaping fixed income strategies Credit outlook and sector diversification Why active management matters in short-duration investing #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world's largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to moving lower, setting multi-month lows with the latest short-lived stretch of optimism based on Chinese tech stocks being burst yet again by the reality stocks are not real life. Eurodollar University's Money & Macro AnalysisWhat is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we'll fill in everything that you've been missing.https://eurodollar.university/memberships Bloomberg PBOC Adviser Leads Call for Fiscal Support to Housing Markethttps://www.bloomberg.com/news/articles/2025-09-24/pboc-adviser-leads-call-for-fiscal-aid-to-support-housing-markethttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU