Podcasts about bankers

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Latest podcast episodes about bankers

On The Tape
Imran Khan Isn't Worried About Nvidia's "Circular" Deals

On The Tape

Play Episode Listen Later Aug 28, 2026 60:25


This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

On The Tape
Deus Ex Machine, AI & Data with FirstMark's Matt Turck

On The Tape

Play Episode Listen Later Aug 26, 2026 77:50


Dan Nathan sits down with Matt Turck, Managing Director at First Mark Capital and creator of the annual MAD (Machine Learning, AI & Data) Landscape, for a wide-ranging look at where AI investing stands right now. They cover the power-law dynamics driving venture dollars to a handful of companies, why Nvidia is starting to look like "the bank" of the AI industry, Anthropic's surge past $65 billion in revenue and its first profitable quarter, and how OpenAI, Microsoft, Google, and Meta are each positioning for what comes next. The conversation turns philosophical with a discussion of AGI, superintelligence, and the idea that Altman, Musk, and Amodei are all, in their own ways, trying to build God — before closing with a deep dive into China's AI progress, open source, and the robotics race. Matt also talks about his own podcast, The MAD Podcast, and his Data Driven NYC event series. Links Referenced The MAD Podcast (Apple Podcasts) The MAD Landscape (Matt's Website) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) Read "AI 2027" and "AI 2040" —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Behind the Money with the Financial Times
The ‘Sheriff of Wall Street' who exposed bankers' lies

Behind the Money with the Financial Times

Play Episode Listen Later Aug 26, 2026 46:12


He was the bruiser of Wall Street. In the early noughties, New York attorney-general Eliot Spitzer took it upon himself to expose the lies of stock analysts during the dotcom bubble. His crusade blindsided the bankers and made him one of America's most popular politicians. People even spoke of him as a possible US president before a scandal ended his political career almost overnight. In this episode of The Story of Money, host Gillian Tett speaks to Brooke Masters, FT US managing editor and author of Spoiling for a Fight: The Rise of Eliot Spitzer, to explore how Spitzer reshaped financial regulation during the dotcom era, why his aggressive tactics won both admirers and enemies and why his legacy still matters today.Further reading:Spoiling for a Fight: The Rise of Eliot Spitzer, (2006), Brooke MastersCredits: Getty ImagesLove listening to The Story of Money? Join Robin and Gillian on Saturday September 5 at Kenwood House Gardens in London, or online as the FT Weekend paper comes to life. Register now at ft.com/festival and enjoy 10% off with code FTPODCAST.To enjoy future episodes, be sure to subscribe to The Story of Money wherever you get your podcasts, also on the show's dedicated YouTube channel here: https://www.youtube.com/@FTTheStoryOfMoney Hosts: Gillian Tett and Robin WigglesworthProducers: Laurence Knight and Lulu SmythExecutive producer: Manuela SaragosaOriginal music and sound design: Breen TurnerBroadcast engineers: Bianca Wakeman and Petros GioumpasisPodcast development: Laura ClarkeFT global head of audio: Flo Phillips Video editor: Richard ToppingLearn more at www.ft.com/tsom or get in touch at thestoryofmoney@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

MKT Call
Stocks Inch Higher As Yields & Oil Retreat

MKT Call

Play Episode Listen Later Aug 25, 2026 4:07


MRKT Matrix - Tuesday, August 25th S&P 500 rises slightly as yields fall, Nasdaq boosted by chip names (CNBC) Oil drops 3% as U.S. shifts to economic pressure on Iran, easing fears of renewed war (CNBC) Canada unveils retaliatory tariffs on about $20 billion of U.S. goods  (NYT) Xi Signals Defiance as US Threatens Sanctions for Iran Support (Bloomberg) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

The Community Bank Podcast
What Bankers can Learn From Fighter Pilots

The Community Bank Podcast

Play Episode Listen Later Aug 24, 2026 45:12


In this episode, Chris Nichols sits down with Sarah, an F-22 Raptor pilot stationed in Okinawa, to discuss her journey from aviation student to combat-ready fighter pilot and instructor candidate. What can bankers learn from fighter pilots? Sarah shares insights on mission planning, continuous learning, decision-making under pressure, and the importance of rigorous debriefs. She also explains how visualization, preparation, and accepting feedback are critical to success in one of the world's most demanding professions.   The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

Breaking Banks Fintech
Rip Out the Core

Breaking Banks Fintech

Play Episode Listen Later Aug 20, 2026 54:00


In this episode host Brett King and Paolo Sironi, host of Breaking Banks’ sister podcast The Bankers’ Bookshelf, speak with Pal Krogdahl, author of Rip Out the Core—an essential guide for anyone wrestling with the stubborn realities of banking core modernization. Despite massive investments, many institutions still face overruns, delays, and outcomes that leave them no stronger than before. Sparked by a flooded kitchen that perfectly mirrored the chaos of real-world banking transformation programs, Pal's book shifts the lens from pure technology to organization, showing that lasting change is impossible without adapting how people work. Pal speaks to banking executives and transformation leaders tired of endless patching, converting hard-won industry experience into precise, actionable steps that finally deliver meaningful business value. Join as the trio unpack why core modernization so often fails, how organizational design must evolve alongside systems, and the practical path to progress that stops the cycle of frustration once and for all.

Private Banking Strategies
Building the Framework for a 100-Year Family Bank | Episode 177

Private Banking Strategies

Play Episode Listen Later Aug 13, 2026 18:52


Families lose wealth because they inherit money without inheriting the system that created it. Every successful business follows a proven framework. Yet most families manage millions of dollars with no written system, no roadmap, and no governance. In this episode, Seth Hicks and Vance Lowe explain why building a successful Family Bank isn’t simply about accumulating capital—it’s about creating rules, accountability, regular reviews, and a disciplined strategy that protects wealth for generations. You’ll discover: Why every Family Bank needs a clear risk framework How 90-day reviews accelerate financial growth The difference between family lending and true family banking Why disciplined systems outperform emotional decisions If your goal is permanent family wealth instead of temporary financial success, this episode provides the blueprint. Listen now and begin Thinking Like a Banker. Visit: www.privatebankingstrategies.com To learn more about Private Banking Strategies®, download a copy of our E-book today: https://privatebankingstrategies.com/resources/free-e-book/  To Schedule a Call with Vance, Click the Link Below: https://go.oncehub.com/VanceLowe

family bank families framework bankers thinking like private banking strategies seth hicks vance lowe
The Epstein Chronicles
Banking the Beast: How The Financial Sector Funded And Fortified Jeffrey Epstein (Part 1)

The Epstein Chronicles

Play Episode Listen Later Aug 12, 2026 13:11 Transcription Available


The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The Epstein Chronicles
Banking the Beast: How The Financial Sector Funded And Fortified Jeffrey Epstein (Part 2)

The Epstein Chronicles

Play Episode Listen Later Aug 12, 2026 12:14 Transcription Available


The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Wade Borth - Sage Wealth Strategy
Replace the Banker With Yourself: Rethinking Kiyosaki's Cashflow Quadrant

Wade Borth - Sage Wealth Strategy

Play Episode Listen Later Aug 11, 2026 16:34


Executive Summary Wade Borth revisits Robert Kiyosaki's Cashflow Quadrants and picks up a thread the book never finishes: every quadrant, employee, self-employed, business owner, or investor, still depends on a bank. Wade argues the real shift isn't earning more new money, it's taking permanent control of the old money already flowing through your life. He lays out how a properly structured whole life policy lets you step into the banking function yourself.   Key Takeaways Every side of Kiyosaki's Cashflow Quadrant, employee, self-employed, business owner, or investor, still runs through a bank somewhere. Most people chase new money instead of gaining control of the old money already passing through their hands. Nelson Nash's Becoming Your Own Banker hinges on one word: becoming. It's a shift in thinking before it's a shift in dollars. A properly structured whole life policy lets you use the insurance company's money, not your own, while your cash value keeps compounding. Wade's exercise: of every dollar that will ever flow through your life, how much do you want permanent control over? Links and Resources Sage Wealth Strategy: sagewealthstrategy.com Keywords Cashflow Quadrant, infinite banking concept, be your own banker, whole life insurance, cash value, policy loans, permanent control of money, family banking, guaranteed asset, generational wealth, financial liquidity, liquidity bucket, Nelson Nash, Robert Kiyosaki, Sage Wealth Strategy, Wade Borth podcast, old money vs new money, banking function, mutual carrier, dry powder Episode Highlights [00:02:00 - 00:03:00]  Wade unpacks Nelson Nash's core lesson: the real challenge in Becoming Your Own Banker is who you need to become. [00:04:00 - 00:05:00]  Wade breaks down why Kiyosaki never fully explains where whole life insurance fits inside the Cashflow Quadrant. [00:06:00 - 00:07:00]  Wade explains why banks sit in the middle of every transaction, profiting whether you're a saver or a borrower. [00:07:00 - 00:08:00]  The distinction between chasing new money and controlling the old money already in your hands. [00:08:00 - 00:09:00]  Wade lays out the shift: replace the banker in your life with yourself. [00:11:00 - 00:12:00]  Why policy loans let you use the insurance company's money instead of your own, while your cash value keeps growing. [00:16:00 - 00:17:00]  The $100,000 exercise: how much of the money that flows through your life should you actually control?

It's Been a Minute with Sam Sanders
Is your city shaped by yuppie taste?

It's Been a Minute with Sam Sanders

Play Episode Listen Later Aug 10, 2026 31:51


You might be more influenced by yuppie taste than you'd think.Back in the eighties – when pop music drowned in synths, the volume of everyone's hair was set to loud, and neon was in vogue – a new age dawned: the era of the yuppie. “Yuppie” comes from the acronym “YUP” – which stands for young, urban professional. Think Patrick Bateman from American Psycho or even Miranda Hobbes from Sex and the City. Nowadays, cities are full of young urban professionals, but this wasn't always the case. In his new book, Yuppies: the Bankers, Lawyers, Joggers and Gourmands Who Conquered New York, author Dylan Gottlieb argues that New York City was the first city to reorganize itself to cater to yuppies.  And it's not just cities that have changed. Yuppies have transformed our country's economy, politics, and culture, too.Brittany is joined by Dylan, assistant professor of history at Bentley University, to break down how yuppies catapulted us into our current moment.For more episodes on the history that explains our culture today, check out:How often do you think about the American Empire?Americans want a royal family. Now they have twoWere Americans actually healthier in the past?(00:00) What exactly is a yuppie?(05:37) The economics that created yuppies and their "meritocracy"(13:12) The violent cost of city revival(19:35) How yuppies created foodie culture(23:16) The politics of marathon-running(25:14) How yuppies remade the Democratic party(29:36) Should we bring back the term "yuppie"?Follow Brittany on Instagram: @bmluseSupport public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show's perks include sponsor-free listening. Learn more at plus.npr.org.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Banker With A Beer: A Podcast Series by Northwestern Bank

Joining Mike on this week's episode of Banker with a Beer, Wade Asher, Promotor for Chippewa Valley Music Festivals, and Ian Prock and Ryan Warffuel, owners of Antic Studios, a concert production company based in Eau Claire. Topics discussed include: Recapping a summer of festivals in Cadott Rockfest toppled as #1 festival Starting Force Fields from scratch Creative process of a new festival Exciting news for 2027! Beverage Enjoyed: New Glarus – Spotted Cow    Thank you for listening to this episode! Help support the show by leaving Banker with a Beer a 5-star rating or review on Apple or Spotify.  Banker with a Beer is brought to you by Northwestern Bank. A community bank headquartered in Chippewa Falls, Wisconsin. Follow us on Facebook or learn more on our website northwesternbank.com. We're a community bank with all the services of a big bank in a personalized friendly size. Member FDIC.

Stuff That Interests Me
Former Rothschild Banker Exposes China's Obsession with Gold

Stuff That Interests Me

Play Episode Listen Later Aug 9, 2026 35:52


Apologies for the double email this Sunday, but we have another Money Markets and More, in which I sit down with precious metals analyst and forecaster Ross Norman to discuss the precious, China and why he believes the forces driving the precious metals bull market are structural.You can either watch the video above, or listen via Apple Podcasts, Spotify et al.Ross has spent decades analysing the precious metals markets and has repeatedly won the LBMA's annual gold forecasting competition. Few people know the mechanics of the physical gold market better, which makes his perspective on what China and the world's central banks are doing particularly interesting.We also discuss whether gold could reach $7,000–$10,000 by the end of the decade, why Ross would favour silver with £100,000 to invest today, and his prediction that gold could once again become something people actually use as money.Follow Ross and Metals DailyThis video was brought to you by The Pure Gold Company: If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.

Remnant Finance
E111 - Afterburners & Infinite Banking: A Fighter Pilot Becomes a Banker

Remnant Finance

Play Episode Listen Later Aug 7, 2026 92:37


Book a call: https://remnantfinance.com/calendarEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBEFor the first time on the show, Hans sits down with a client. Major Jonathan Wright is an active duty Air Force F-35 pilot who started his first policy in December 2023 and has been listening since episode one. Before the financial conversation, he walks through how he got here: growing up in Knoxville, following his father to Embry-Riddle, earning a fighter track slot at ENJJPT, and then giving up the F-16 he had wanted since childhood when a 24 hour window opened to become one of the first Air Force pilots to fly the Navy's EA-18G Growler. Two deployments later, including a Christmas Day flight of nearly nine hours, he transitioned to the F-35 and now flies red air at Nellis.Major Wright is candid about the hesitations, including his first assumption that IBC was a grift and the shock of routing that much of a paycheck into base premium and PUA. Four years in, the family holds five policies, and he walks through the four turnkey rental properties and the options account he funded with policy loans, the dividend that grows each year, and why he weights death benefit heavily with three kids at home. Chapters 00:00 – Opening segment 05:05 – Embry-Riddle, ROTC, and building hours for a pilot slot 09:50 – ENJJPT, NATO classmates, and selection for the F-16 13:25 – Trading the Viper for the Growler on 24 hours notice 16:10 – Al Udeid, jamming comms over Syria, and eight hour sorties 19:40 – Misawa, and the start of 2020 22:50 – The F-15C, F-22, F-16, and F-35 compared 32:55 – Congress, the Fed, and the defense contracting loop 35:00 – Navy versus Air Force squadron culture 38:15 – Call signs, and the story behind Bundy 43:45 – The 2019 flu shot and what happened that night 50:40 – The COVID czar, quarantine, and four weeks in a room 53:25 – Credibility, compliance, and what it cost 58:15 – The F-35 transition course and arriving at Eielson 59:25 – The mandate, the RAR, the LORs, and three months grounded 01:02:45 – Meeting Cassidy, marriage, and three kids 01:08:50 – Finding IBC and reading Nelson Nash 01:12:45 – The hesitations: premium, PUA, and "is this a Ponzi scheme?" 01:19:35 – Rental properties, options, and the dividend 01:23:15 – What his finances looked like before 01:26:00 – The gap between IBC and conventional planning 01:28:50 – Closing segmentKey TakeawaysThe debrief process is the through line of this episode. Fighter pilots take a problem, list every contributing factor, isolate the primary one, name a root cause, and produce a fix.Doors that open unexpectedly are worth walking through. Giving up the F-16 closed a lifelong goal but put him in a Navy squadron, then in the F-35 community, and eventually in the group chat where he met both his wife and this show. Being good with money by conventional standards is not the same as having a system. Before IBC, he maxed his TSP and his Roth IRA, carried no debt, and kept an emergency fund, and he would have passed any mainstream checkup with high marks.What he does now is layered rather than singular. The policies are the foundation, and the cash value funds rental properties and an options account while continuing to grow inside the contract. 

The Wealth Without Wall Street Podcast
The Role of Imagination in Becoming Your Own Banker by Nelson Nash

The Wealth Without Wall Street Podcast

Play Episode Listen Later Aug 6, 2026 29:14


What if the biggest thing standing between you and your financial goals isn't money but your ability to imagine what's possible? In this episode, Russ and Joey continue their review of Nelson Nash's Becoming Your Own Banker by exploring a powerful lesson on imagination and why the ability to think creatively about your future could completely change how you approach wealth building.Russ and Joey also discuss practical ways to strengthen imagination, including creating vision boards, setting aside dedicated time to think, reading to generate new ideas, and challenging yourself with the question: “If my only job was to put money to work, what would I do with it?”Top three things you will learn: -Why imagination is a critical part of wealth building-How to train yourself to think creatively about money-Why becoming your own banker requires you to take controlBuy the Book (Becoming Your Own Banker):

The Steve Harvey Morning Show
Brand Building: Ash started as a bank teller at 19 and worked his way up to private banker and credit union CEO.

The Steve Harvey Morning Show

Play Episode Listen Later Aug 5, 2026 27:10 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ash Cash. A financial educator and author, shares his journey from working as a bank teller to becoming a leading financial expert. He discusses financial literacy, wealth-building strategies, and the mindset needed for financial success.

Strawberry Letter
Brand Building: Ash started as a bank teller at 19 and worked his way up to private banker and credit union CEO.

Strawberry Letter

Play Episode Listen Later Aug 5, 2026 27:10 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ash Cash. A financial educator and author, shares his journey from working as a bank teller to becoming a leading financial expert. He discusses financial literacy, wealth-building strategies, and the mindset needed for financial success.

Best of The Steve Harvey Morning Show
Brand Building: Ash started as a bank teller at 19 and worked his way up to private banker and credit union CEO.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Aug 5, 2026 27:10 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ash Cash. A financial educator and author, shares his journey from working as a bank teller to becoming a leading financial expert. He discusses financial literacy, wealth-building strategies, and the mindset needed for financial success.

Wealth Warehouse
Real People Share How Infinite Banking Transformed Their Finances

Wealth Warehouse

Play Episode Listen Later Aug 3, 2026 33:13


JOIN OUR FREE SKOOL COMMUNITY https://www.skool.com/ibc-community-7282Learn from people who are actually practicing The Infinite Banking Concept in their own lives. Our guests today are dedicated to creating a family banking system to control their capital, make investments, and leave a legacy.CHECK OUT:https://thewealthwarehousepodcast.com/https://cospark.us/Key takeaways:- Learn how Infinite Banking can provide you with more control over your finances.- Hear real-life stories of individuals who have used IBC to enhance their financial strategies.- Understand the mindset shift required to think like a banker, not a consumer.Chapters00:00 Introduction to Infinite Banking and Its Benefits11:24 Using Policies to Recycle and Grow Wealth12:20 Creating a Perpetual Motion Machine with Policies13:46 Risk Management and Building Sustainable Systems15:12 Community and Long-Term Thinking in IBC16:17 Thinking Like a Banker, Not a Consumer17:19 Creating Your Own Protections and Rules19:27 Introduction of New Guest Brian and His Use of IBC20:09 Brian's Transition from Teaching to Wealth Building21:15 Using IBC for Real Estate and Business Financing22:24 Tax Benefits and Strategic Uses of Policies23:52 Real Estate, Flipping, and Private Lending with IBC25:11 Long-Term Legacy Planning and Family Wealth26:12 Delayed Gratification and Building Policies31:12 Community Networking and Sharing Success Stories32:21 The Power of Connections and Community in Wealth BuildingWhat's your biggest challenge with Infinite Banking? Drop it in the comments!Subscribe for weekly insights on financial independence and wealth-building strategies!music from SoundStripe code GX5DQOHZ6VFVSDIEDISCLAIMER: Licensed Authorized Infinite Banking Practitioners. Educational purposes only. Schedule consultation for personalized advice.

Banker With A Beer: A Podcast Series by Northwestern Bank

In this episode of Banker with a Beer, Jerry talks with Dr. Sunem Beaton Garcia, President of Chippewa Valley Technical College. Topics discussed include: The Aspen Prize Workforce & Economic Development Leadership & Vision Lightning Round Beer Enjoyed: Linderman's Framboise Lambic    Thank you for listening to this episode! Help support the show by leaving Banker with a Beer a 5-star rating or review on Apple or Spotify.  Banker with a Beer is brought to you by Northwestern Bank. A community bank headquartered in Chippewa Falls, Wisconsin. Follow us on Facebook or learn more on our website northwesternbank.com. We're a community bank with all the services of a big bank in a personalized friendly size. Member FDIC.

Real Estate Espresso
BOM - 1929 Inside the Greatest Crash in Wall Street History, and How It Shattered a Nation.

Real Estate Espresso

Play Episode Listen Later Aug 2, 2026 6:10


On today's show, we're reviewing a new book by Andrew Ross Sorkin called 1929: Inside the Greatest Crash in Wall Street History, and How It Shattered a Nation.Sorkin is best known for Too Big to Fail, his account of the 2008 financial crisis. In this book, he goes back nearly eighty years earlier to examine the most famous market collapse in American history.Most people know the basic outline. The stock market rose dramatically during the Roaring Twenties. Speculation took hold. The market crashed in October of 1929, and the Great Depression followed.But knowing the outline is not the same as understanding what happened.Sorkin's strength is narrative. He takes a complicated financial event and tells it through the people who experienced it. Bankers, traders, politicians, regulators, journalists, and ordinary investors appear not as distant historical figures, but as human beings operating under pressure.The book's central lesson is not simply that markets can fall. Everyone already knows that.The deeper lesson is that intelligent, experienced people can see warning signs and still fail to act.Why?Because the incentives of the moment are often stronger than the consequences of the future.-------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Hub Dialogues
Carney minus an abundance agenda is just Trudeau in a banker's suit

Hub Dialogues

Play Episode Listen Later Aug 1, 2026 11:23


Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.0:31 - Carney minus an abundance agenda is just Trudeau in a banker's suit, by Sean SpeerThis program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/Subscribe to The Hub's podcast feed to get all our best content:https://tinyurl.com/3a7zpd7e (Apple)https://tinyurl.com/y8akmfn7 (Spotify)xWatch The Hub on YouTube: https://www.youtube.com/@TheHubCanadaThe Hub on X: https://x.com/thehubcanada?lang=enCREDITS:Alisha Rao – Producer & Editor Hosted on Acast. See acast.com/privacy for more information.

Bernie and Sid
Jose Santamaria | Spanish Banker on His Home Being Invaded by Illegal Immigrants

Bernie and Sid

Play Episode Listen Later Jul 31, 2026 7:23 Transcription Available


Jose Santamaria joins John Catsimatidis, Jake Novak & Michael Cohen on Sid & Friends in the Morning.

Library of Mistakes
EP 64: The Unanchored Central Banker (with Manoj Pradhan and Charles Goodhart)

Library of Mistakes

Play Episode Listen Later Jul 31, 2026 50:31


Manoj and Charles join Russell Napier to discuss their view that "real interest rates will rise because increasingly ageing societies will create a persistent and still-underappreciated deterioration in the government's fiscal position". Can AI offset these demographic headwinds? The pair aren't convinced – suggesting that the glory days of central banks may be behind us. Lauded by Russell for once again "annoying the right people in the right places", he describes the book as "a quick read that makes you think for a long time".www.libraryofmistakes.com

ai bankers manoj lauded pradhan russell napier unanchored charles goodhart
Do the thing
You Only Control Four Things: A Stanford-Trained Banker's Blueprint For A Fulfilled Life

Do the thing

Play Episode Listen Later Jul 30, 2026 44:44


What if everything you think success requires is actually the thing burning you out? In this episode of the Do The Thing Podcast, host Stacey Lauren sits down with Rand Selig, a Stanford-educated investment banker, author of Thriving, and creator of the Comfort Circles framework, to unpack what it really takes to build a fulfilled life. Rand shares how he turned a four-foot stack of notes into a bestselling book, why he believes retirement should be called rewirement, and the five foundational elements of his redefined vision of success, starting with being before doing. He also opens up about a difficult relationship with his father, the letter his therapist told him to write, and the four things he learned he can actually control: attitude, effort, behavior, and action. If you are ready to stop measuring your life by accomplishments alone and start actually thriving, this conversation is packed with tools you can use today. Topics covered: redefining success, work-life balance, personal growth, overcoming burnout, healing family relationships, life transitions, leadership versus management, aging well. Timestamps: 00:00 Introduction to Rand Selig and his do the thing story 10:20 Writing Thriving and learning it was bigger than a legacy project 21:05 The Comfort Circles framework and sharing your message with the world 32:15 Redefining success: being before doing, and why retirement should be rewirement 42:30 Healing his relationship with his father and the four things he truly controls

Tech Path Podcast
CLARITY Vote Next!

Tech Path Podcast

Play Episode Listen Later Jul 30, 2026 28:53


The banking industry reportedly remains divided over the latest yield-related compromise, with the Digital Asset Market Clarity Act (CLARITY Act) still on hold.  ~This episode is sponsored by Uphold~ Uphold Debit Card ➜ https://bit.ly/UpholdXRPCard TELL YOUR SENATOR TO PASS CLARITY!➜https://bit.ly/SenatorCLARITY Guest: Ron Hammond - Head of Policy and Advocacy at Wintermute Wintermute website ➜ https://bit.ly/WintermuteCrypto Follow Ron on Twitter ➜ https://x.com/RonwHammond 00:00 intro 00:10 Sponsor: Uphold 01:00 7 days 01:15 Cynthia Lummis frustrated speech in Senate 04:00 Lummis threat? 05:15 Could this backfire? 06:30 Another law enforcement group backs clarity 07:00 Russia Sanctions 07:20 Monday vote chances? 08:40 Are nominations done soon too? 10:30 Coinbase thinks Monday? 11:00 10 Democrats? 12:00 Republican turncoats? 14:10 Tomorrow ethics deal? 15:15 Bankers plea to CNBC for CLARITY change 18:00 Banking vs retail influence 20:00 Stand with Crypto 20:40 Recess could get cancelled? 22:20 Ron odds 23:00 Jay Clayton filed the Ripple lawsuit: wtf? 24:15 Crypto PACs: Why do they care about Michigan and Iowa? 25:15 If Thune doesn't put CLARITY up for vote... 26:20 John Oliver hurting bill sentiment? #Crypto #ethereum #XRP ~CLARITY Vote Next!

The Human Action Podcast
Rothbard vs. the Free Bankers

The Human Action Podcast

Play Episode Listen Later Jul 28, 2026


Bob reviews Murray Rothbard's 1988 essay "The Myth of Free Banking in Scotland," his sharp response to Larry White's influential account of Scottish free banking.Related:Rothbard's Article, "The Myth of Free Banking in Scotland": Mises.org/HAP560aBob's Debate with George Selgin on Fractional Reserve Banking: Mises.org/HAP560bGeorge Selgin's Article, "Scottish Banks and the Bank Restriction, 1797–1821": Mises.org/HAP560cJoe Salerno's Article on Mises as Currency School Free Banker: Mises.org/HAP560d

Mises Media
Rothbard vs. the Free Bankers

Mises Media

Play Episode Listen Later Jul 28, 2026


Bob reviews Murray Rothbard's 1988 essay "The Myth of Free Banking in Scotland," his sharp response to Larry White's influential account of Scottish free banking.Related:Rothbard's Article, "The Myth of Free Banking in Scotland": Mises.org/HAP560aBob's Debate with George Selgin on Fractional Reserve Banking: Mises.org/HAP560bGeorge Selgin's Article, "Scottish Banks and the Bank Restriction, 1797–1821": Mises.org/HAP560cJoe Salerno's Article on Mises as Currency School Free Banker: Mises.org/HAP560d

Zeitblende
Weltwirtschaftskrise: Börsencrash 1929, die Ursachen und Folgen

Zeitblende

Play Episode Listen Later Jul 28, 2026 31:08


Der Börsencrash von 1929 an der Wall Street löst die Weltwirtschaftskrise aus. Warum Millionen Menschen in Armut und Elend schlitterten, wie Banker von Stars zu Buhmännern wurden und und weshalb es auch die Schweiz traf. In den 1920 Jahren werden Banker und Investoren gefeiert wie Popstars. Immer mehr Menschen aus allen Schichten der Gesellschaft kaufen Aktien - auf Kredit. Dann bricht der Aktienmarkt zusammen. Die wilden Zwanziger Jahre kommen zu einem jähen Ende. Der Börsencrash am Schwarzen Dienstag stürzt Millionen Menschen in Armut und Verzweiflung. Banker wie der National City-Chef, Charlie Mitchell werden in der Grossen Depression von Stars zu Buhmännern. Und, schnell zieht die Krise Länder rund um den Globus in Mitleidenschaft. Die Schweiz wird erst mit ein paar Jahren Verzögerung getroffen. Dann aber hart und lange. Wie ist es zu dem gekommen, was wir heute als DIE Weltwirtschaftskrise bezeichnen? Hätte die Krise nach dem Crash verhindert werden können? Wie hat die Weltwirtschaftskrise die Schweiz verändert? Und, welche Lehren könnten wir ziehen für heute, wo die Börsenkurse gerade so hoch steigen wie noch nie? Diesen Fragen geht diese Folge von SRF Geschichte nach. ____________________ Hast du Feedback, Fragen oder Wünsche? Wir freuen uns auf deine Nachricht via geschichte@srf.ch – und wenn du deinen Freund:innen von uns erzählst. ____________________ In dieser Episode zu hören: - Andrew Ross Sorkin, Finanzkolumnist der New York Times, Autor. ____________________ Literatur: - Pecora, Ferdinand. Wall Street under Oath : The Story of Our Modern Money Changers. Simon and Schuster, 1939. - Pressler, Florian. Die erste Weltwirtschaftskrise : eine kleine Geschichte der großen Depression. 2. Auflage, Unveränderter Nachdruck, C.H. Beck, 2019. - Sorkin, Andrew Ross. 1929 : Inside the Greatest Crash in Wall Street History - and How It Shattered a Nation. Viking, 2025. ____________________ Recherche, Produktion und Moderation: Klaus Ammann ____________________ Hier lernt ihr die Schweizer Geschichte so richtig kennen – mit all ihren Eigenarten, Erfolgen, Fails, Persönlichkeiten und Dramen. Im Podcast «Geschichte» (ehemals «Zeitblende») von SRF Wissen tauchen wir in die Schweizer Vergangenheit ein – und möchten verstehen, wie sie unsere Gegenwart prägt. Habt ihr Themenvorschläge oder Feedback? Meldet euch bei geschichte@srf.ch.

Banker With A Beer: A Podcast Series by Northwestern Bank

In this episode of Banker with a Beer, Mike talks with Dominic Berlin, owner of 715 Rentals & 715 Excavating & Demolition. Topics discussed include: The leap into entrepreneurship The economics of trash The different forms of customer service A dumpster for every need Beverage Enjoyed: Capitol Brewing: Supper Club    Thank you for listening to this episode! Help support the show by leaving Banker with a Beer a 5-star rating or review on Apple or Spotify.  Banker with a Beer is brought to you by Northwestern Bank. A community bank headquartered in Chippewa Falls, Wisconsin. Follow us on Facebook or learn more on our website northwesternbank.com. We're a community bank with all the services of a big bank in a personalized friendly size. Member FDIC.

The End of the Road in Michigan
The Banker Who Robbed His Own Bank in Hudson

The End of the Road in Michigan

Play Episode Listen Later Jul 27, 2026 7:48


In 1864, a respected young banker in Hudson, Michigan, vanished with $60,000 in cash—money that belonged to townships, soldiers, and widows.His name was William Treadwell, and the bank he robbed was his own. This episode traces a Civil War–era crime that stunned the state: a carefully planned theft, a dramatic jailbreak, and a betrayal that ended in murder deep in the Ohio woods.It's a true-crime story of greed, trust, and downfall—one of the strangest financial scandals in Michigan history.The End of the Road in Michigan is a production of Thumbwind Publications

Right on Radio
Bankers, Cameras, and Geopolitics — Trump's Global Chessboard Explained

Right on Radio

Play Episode Listen Later Jul 24, 2026 39:55 Transcription Available


On this unscripted Friday livestream edition of Right On Radio the host returns to a stripped-down format (no camera) to cover breaking news, follow-ups from the previous show, and faith-focused reflections. The episode opens with an update on controversial pastor Steven Anderson — the allegations from his children, the online influencer reaction, and a plea for accountable, loving correction rather than fanaticism. The program moves into a "Word on Word" moment, comparing two Bible verses (1 Corinthians 10:13 and Psalm 112:5) and inviting viewer feedback, followed by listener interaction about the show format and streaming platforms (Rumble vs X). Major news segments include a clear, listener-oriented explainer of the NDAA House votes using a viral Marjorie Taylor Greene clip — the difference between the rule vote and final passage and why the "courageous no" matters — and a deep dive into the growing surveillance-camera controversy. The host examines the Flock camera backlash, alleged ties between competing firms (Axon), and implicated investors — from Silicon Valley firms to institutional shareholders — stressing that brand labels don't change the core threat of mass surveillance and urging civic action over vigilante responses. In a substantial geopolitical analysis, the host frames the Israel–Iran tensions as part of a larger banking/energy struggle: control of choke points (Panama Canal, Strait of Hormuz, Arctic routes), insurance and shipping pressures, and Trump-era moves to realign global power (energy leverage, Abraham Accords outreach). The segment connects these developments to broader themes about the City of London, central banking, and a speculative thesis that Jerusalem could emerge as a new global power center — plus a candid take on Trump's role in the unfolding end-times narrative. Throughout the episode the host references clips and positions from public figures (Tucker Carlson, Candace Owens, Marjorie Taylor Greene, Thomas Massie), offers practical context for listeners trying to follow complex policy maneuvers, and recommends community-level responses where possible. The show closes with an uplifting Friday music pick, reminders for Saturday night prayer and Sunday night Bible study, and a call to love God, family, and neighbors while engaging your community.

The Wealth Without Wall Street Podcast
The Disciplines Required for Becoming Your Own Banker by Nelson Nash

The Wealth Without Wall Street Podcast

Play Episode Listen Later Jul 23, 2026 34:41


What if the biggest obstacle between you and financial freedom isn't income but how you use your money? Most people think becoming wealthy is about earning more, saving more, or finding the perfect investment. But Nelson Nash challenged that entire way of thinking.In this episode, Russ and Joey begin their deep dive into Becoming Your Own Banker by Nelson Nash, breaking down the foundational principles of controlling your money instead of handing over the banking function to someone else. They explain why becoming your own banker is not simply about buying a life insurance policy, but about creating a system where money remains in motion, allowing individuals to maintain control over their cash flow while still accessing capital for opportunities.Russ and Joey also unpack Nelson Nash's personal journey, including the financial challenges that led him to develop the Infinite Banking Concept and the importance of investing in yourself, creating a spending plan, and building a system that grows over time.Top three things you will learn:-Why understanding how banking works changes the way you build wealth-Why becoming your own banker requires discipline, not just knowledge-How to keep your money working instead of letting it sit idleBuy the Book (Becoming Your Own Banker):

M&A Science
What Buyers Want from Bankers and Founders

M&A Science

Play Episode Listen Later Jul 23, 2026 50:41


Andrew Morbitzer, VP of Corporate Development, Life360 (ASX: 360) Your standard teaser tells a buyer everything about your company and nothing about why you fit their strategy right now. When sellers expect the buyer to figure out that alignment, the deal dies on the desk. Andrew Morbitzer has led more than $2 billion in acquisitions at Intuit and GoDaddy, worked on the sell-side as an M&A advisor, and returned to the buy-side as VP of Corporate Development at Life360. What You'll Learn Why do corp dev teams default to no on inbound deals before the first conversation How banker incentives and buyer incentives point in opposite directions How to research a buyer's strategy and priorities using only public information What a realistic projection signals to a corp dev leader versus what a hockey stick signals How to apply Buyer-Led M&A™ thinking from the sell side If you're advising on deals and want a framework for how buyers actually evaluate fit, DealPilot, powered by M&A Science, has Buyer-Led M&A™ frameworks to help you pitch into the buyer's strategy instead of handing them a data sheet. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom just launched the only MCP server built for Buyer-Led M&A™ — so your AI and your deal data finally work together. Connect Claude, ChatGPT, or Copilot directly to DealRoom and let your AI read your pipeline, analyze due diligence documents, and automatically write findings back.  See for yourself: dealroom.net/mcp ____________________ Episode Chapters [00:00] Introduction [07:12] Why Inbound Deals Rarely Fit [09:40] Rationalization Over Strategy [10:01] The Inbound Problem Is Not Just About Bankers [15:43] When a Bank Actually Does the Work [18:12] The Banker's Incentive Problem [20:51] How to Actually Land the Pitch [22:12] Cash Flow and Finance Partnership [24:53] First-Hand Research on the Buyer [29:42] How Detailed to Get on Value Creation [34:30] What a Misaligned Banker Actually Costs You [37:50] Cold Outreach vs. Warm Relationships [40:45] Moves That Accelerate Trust [43:07] Applying Buyer-Led M&A on the Sell Side [42:48] The Year One Mistake That Bit Us [46:12] Assessing Culture Fit Before Close

Charis Daily Live Bible Study
Father Versus Banker | S15 Ep 18

Charis Daily Live Bible Study

Play Episode Listen Later Jul 22, 2026 28:30


How do you see God? In this episode, Carrie Pickett challenges you to redefine your perspective of God from a distant banker to a caring father, emphasizing how this shift impacts your life principles and prosperity.

Management Blueprint
347: Value What’s Hard to Value with Tom Milar

Management Blueprint

Play Episode Listen Later Jul 21, 2026 19:05


https://youtu.be/L1wE2Koy7eQ Tomas Milar, Founder and CEO of Eqvista, is passionate about helping businesses value what’s hard to value by making private company valuations more accurate, transparent, and actionable. Through a product-first mindset and relentless innovation, Tomas has built Eqvista into a leading equity management and private market valuation platform serving more than 25,000 companies, helping founders, investors, and employees make better decisions with real-time company valuations. We explore Tomas Milar’s PrivateCo Valuation Framework: Industry Data, Private Data, Public Comparables, Client Data, and Audit Defensibility. Tomas explains why accurate private company valuations require combining multiple data sources instead of relying on static reports, how proprietary datasets and public market benchmarks improve pricing precision, and why audit-defensible valuations build confidence for fundraising, compliance, and M&A transactions. He also shares how a product-first approach has fueled Eqvista’s growth while advancing real-time valuations and expanding shareholder liquidity through controlled tender offers. — Value What’s Hard to Value with Tom Milar  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is Tomas Milar, the founder and CEO of Eqvista, a leading equity management and private market valuation platform serving more than 25,000 companies. Tom, welcome to the show.  Steve, thank you so much for having me. Thank you.  Well, you’ve got a very interesting background and business. We talked before the show that both of us are from Europe, studied in different countries, and come from a financial background. So it’s very interesting. Out of the 350-plus guests I’ve had, I’ve never had someone with such a similar background.  Interesting. Thank you. Yes. I took every opportunity to study anywhere. One semester I studied at three different universities at the same time. So yes, I was taking exams left and right at different universities. It would be April in Finland, May in Turkey, and later June back in the Czech Republic.  That’s great.  In one week, I would really make that whole circle. Crazy times.  I heard about professors teaching at multiple universities, but students attending multiple universities… Maybe two at the same time in the same country.  But I had three.  Three in different countries? That’s completely crazy. I guess if you wanted to fast-track your career, get to Silicon Valley young, start a company, and already reach a modicum of success, you had to do that, right?  You know what? Or you drop out of school and do zero schools. That’s also an option. Now let’s be serious for a bit. For me, it wasn’t really about the education. For me, it was whether I could make it. So it was more of a challenge than an academic achievement. Yeah, it was a fun time back then. I would have a Tuesday exam in Turkey, then fly north. I would have to change clothes in Prague because in Finland I was only about 50 miles from the Polar Circle. It would still be winter there, so I’d pack winter clothes and then take an exam in Oulu, which is almost at the Polar Circle. Yeah. So from Istanbul to the Polar Circle. It was a fun time back then.  I saw it on your LinkedIn page—North Ostrobothnia—and I couldn’t imagine where that place was. So I actually Googled it, and the pictures were all ski slopes. I figured it had to be a cold place.  It was very cold. Yes. A lot of saunas.  Yeah, that’s lovely. Let’s get into the topics. One question I always ask my guests is: What is your personal why, and how are you manifesting it in your business?  You know, I learned the hard way that you never ask “why.” At least for me, after living in China. Things just happen. They just happen. Some people don’t really know certain things are possible until they make them possible. So from impossibility to possibility. It’s always interesting to see things happen without a rational reason. I don’t think it’s really about a why. I think it’s really about being naïve when you do things, just doing them, and figuring things out along the way.  Yeah. Well, I agree with you about naïveté. I believe it’s a great entrepreneurial trait because it allows you not to kill good ideas..  Yes, yes. …before they have a chance to develop. And Steve, the more you know about certain things, the less likely you are to start a business in that particular industry, right? Doctors never start hospitals. Bankers never start banks or neobanks because they understand how difficult it is. So that naïveté—to be foolish and hungry—it really works. Yeah. Actually, that’s what works for me. Again, I never thought about business ideas in terms of why I should be doing them. Let me ask you this instead.  What energizes you about running Eqvista?  I think it comes in different phases. Right now, we’re going to launch a controlled tender offer. For those who don’t know what that is, when you issue stock to employees or investors, you can get it back. We don’t really like the term “buy it back,” but that’s essentially what happens. Once you issue options or stock, you can actually buy it back and redistribute those same shares to different investors or shareholders. That’s our new product. We have a very big challenge in front of us, and it’s how to price stock.  We perform valuations on over $8 billion of client assets every month. We’re one of the largest equity valuation platforms on the market. That’s actually what energizes me. Not really the number, but how hard it is to become number one and what drives innovation. Because if you want to be number one at anything, you need to innovate. What we've actually fixed is the report. When you issue stock, you need to have a stock price.Share on X  That stock price reflects the market, how the company is doing, and the different funding rounds. Usually, you find that stock price in a report. It’s a PDF—40 to 60 pages. By the time you receive the report, the valuation is already outdated. One month. Two months. Three, four, five, even six months. In 2026, startups move so fast that in six months some companies grow exponentially. Yeah.  I saw your LinkedIn post about SpaceX. There was an April 2026 valuation of $1.6 trillion. Then you posted again four days ago, showing it was over $2.6 trillion. That’s more than a 40% increase in just two months for one of the most valuable companies in the world. Yeah. How does that happen?  Particularly for SpaceX, there are multiple factors. There’s definitely hype, no doubt about it, because 95 times revenue—that’s ridiculous, right? For a publicly traded company, we usually see six or seven times revenue. That’s probably the best multiple. But 95 times revenue—that’s unheard of. How does that happen? There are multiple reasons, right? One of them is innovation. Another is that SpaceX is the only company actually launching spacecraft into orbit.  And yeah, obviously, there’s the Elon Musk factor. If you look at the space economy, whatever we’re doing on Earth, we’ll be doing the same things in space, right? So looking at SpaceX as a bridge between the dream of space and practically mirroring what we do here on Earth, I think that’s a great analogy.  For us, it's a really nice demonstration of how any company going public should have a real-time valuation.Share on X It doesn’t have to be publicly available. You can choose. Again, think about how Merrill Lynch—I think it was Merrill Lynch and Bank of America—helped with the roadshow and all the due diligence and documents. I can’t even understand how they modeled the valuation one time. They probably had to do that every three days.  But if they had a real-time valuation, they could clearly understand what was happening in the market. So, going back to your original question about what excites me, this is exciting because we built the largest valuation model on the market. Currently, without SpaceX—because SpaceX would take up half of the benchmark—we constantly value over $4 trillion in assets.  Okay. So let’s talk about this because, in my time at my investment banking firm, we had a valuation practice, and we offered six different types of valuations. But really, we just wanted to have an enchilada process where we would have EVA valuations, multiples, private and public comparables, DCF, and all that stuff. But I’m really wondering because, when you’re valuing small private companies, you’ve got all these liquidity discounts, marketability discounts, ownership discounts, all these discounts.  So it kind of boggles my mind how you guys can value all these startups, which may not even have revenue and may be very early-stage. Because this podcast is about frameworks, I’d like you to share with us—with me and the listeners—a framework that simplifies this whole valuation. What are the major elements? If you had to constrain yourself to five major elements of your valuation, what would they be?  Yeah, I can definitely help with that. Obviously, the first one is the industry, right? The industry. We have our models and datasets that we’ve acquired over the years. We have valued $400 billion in client assets manually. Okay. Manually. Even before AI, we were using AI, right? So we really tested the models. We really worked on what works and what doesn’t. That’s one element. It’s the dataset.  Obviously, public comparables. We have incredible models for choosing and picking the right companies, right? There are 4,000 publicly traded companies on the market. That’s a very important dataset. Then we have data taken directly from clients. That’s also very important. The data actually reflects the reality of the company. Obviously, you can estimate, but all these estimates…  There are platforms out there that give you a range. There’s actually a company now that tried to copy us, but they came up with such an unfortunate solution. They have a range. And Steve, who knows the range? Let’s say you have a $100 million company valuation. They came up with a valuation range of $30 million to $100 million. Two hundred?  Okay, great.  Thirty to one hundred. Thirty to one hundred. Okay. I’m like, “That’s not even a range.” It’s ridiculous. So, again, you can try to copy it, but it’s not going to work. You have to have analysts. We have an in-house team of close to 20 valuation analysts with double master’s degrees, CBAs, CFA Level III, and NACVA certifications.  So we can also issue certified reports. We can support all the defensibility. So, in case any company is undergoing M&A, we can help with additional questions from the Big Four, McKinsey, or PricewaterhouseCoopers when they challenge the valuation. We can defend the stock price. It doesn’t really happen when we issue the stock, but it happens down the road.  Yeah. That’s fantastic. So let me ask you this. What drives growth at Eqvista?  What drives growth at Eqvista? The product. It’s really as simple as that. The product and our company economics. We don't really waste time and energy on things that don't work. We focus heavily on what really works and only on what works.Share on X We haven’t raised much money, right? We bootstrapped the company. We raised half a million dollars. I always gave up on fundraising because I’m a product founder.  I don’t really do many roadshows or meetings. I actually hate meetings. I stay with my team. I’m product-centric, super focused on the product, and I think that’s one of the reasons we’re successful. I’ve always been fortunate to build amazing products and hire very talented people who can understand what we’ve built and sell it. So it’s the product. I’ve always believed in pull marketing rather than push marketing.  Obviously, outbound outreach is also extremely important. But pull marketing is where you start, especially in the early stage when you want to grow to, let’s say, half a million, one million, or two million dollars in revenue. Because direct sales are extremely hard.  So what’s one thing that you’re actively trying to figure out in your business?  It’s the price. It’s the stock price. How to effectively value companies. That’s what excites me, and that’s what we try to figure out on a practically daily basis. We have a team of specialists focusing on stock pricing and stock price discovery. Adoption is going to be extremely important. How successful we’ll be in distributing the stock price to different segments of the market.  I’m trying to understand this. You already have 25,000-plus companies whose valuations you manage. You’re able to defend these valuations in court or in M&A situations. So what do you mean exactly by trying to figure out how to effectively value companies? I mean, it sounds like you’ve figured it out. So to what degree have you not figured it out?  We have it, right? But for us, it’s about efficiency. Efficiency and how precisely we can price the stock. That’s probably the big question, even for the public market. Some companies are underpriced. How is it possible that a company with a strong balance sheet has a lower value than the cash in its accounts? These are the types of things.  It’s definitely a different approach to value a company with a couple hundred thousand dollars in revenue versus a company with $300 million in revenue and a $22 billion post-money valuation. These are crazy formulas and approaches. We’re still working on the precision because, at that scale, companies are extremely sensitive to any type of deviation. Even one percent can mean hundreds of millions of dollars.  So that’s very important. Actually, it’s also very important for startups to realize that, at the lower level, they might be undervalued by a few hundred thousand dollars or a few million dollars. That’s also something founders, CEOs, and CFOs should really be considering. That’s why real-time valuation is extremely important for all of us. We’re just trying to teach the market about real-time valuation.  Yeah. I can imagine. Even listed companies that have public data can move dramatically based on market sentiment. Something happens in Iran, and the stock can drop ten percent in a day. What could happen in a private company when you don’t have real-time data available?  Yes.  It’s going to be a really thorny issue.  It is.  So if you had a magic wand, Tom, and you could fix one thing in your company in the next twelve months, what would that be?  Adoption. Real-time valuation adoption. How we teach the market about real-time valuation. That would be the thing I would love to fix.Share on X We actually have a few ideas about how to do it. We’re becoming our own client. We’re becoming our own client, so we’re actually launching a controlled tender offer—a secondary marketplace, practically. Down the road, we could apply for an ATS, an Alternative Trading System. But that’s eight, nine, or ten months from now. At least that’s our vision, and that’s where we’d like to be headed.  So you’re going to do something like a relisting or a reverse IPO?  Not really a reverse IPO. No. Just to help shareholders liquidate their stock. It’ll practically be a platform where employees or investors can liquidate their stock. That’s something we’d like to focus on. We issue stock, manage it, reprice it, and we’d also like to help provide liquidity.  Wow. These are very exciting challenges.  Yes.  A lot of people have tried to overcome this, so if you do, you’ll definitely be pioneers in this area. Perhaps AI can help with that.  Perfect. Yeah. I have a list of people I know, how to use them, and when. So you’re always welcome.  All right. If people would like to learn more or contact you, where can they find you? Or where can they find Eqvista? How can they connect with you and learn more?  Yeah. I can definitely help with multiple subjects: company formation, bootstrapping a company, any product-related questions, and, obviously, equity management, stock pricing, valuation discovery, efficiency, and, most importantly, anything about Eqvista. You can find us at eqvista.com. E-Q-V-I-S-T-A dot com. The same goes for email. It’s tom@eqvista.com.  Okay, awesome. You can check Tom out on LinkedIn as well. That’s Tomas Milar. I think you’re listed with your longer first name. He posts regularly—very exciting articles, especially the recent one I saw on SpaceX and how the valuation shot up like a rocket. Definitely check it out.  If you enjoyed this conversation, make sure you subscribe, follow us on YouTube, give us a review on Apple Podcasts, and stay tuned because once or twice a week we bring you exciting entrepreneurs like Tom, who share their frameworks with you. So thanks for coming, Tom, and sharing your insights. And thanks for listening. Important Links: Tom's LinkedIn Tom's  website Tom's Email: tom@eqvista.com

United SHE Stands
Ohio's Corrupt Statehouse Needs a New Banker: Seth Walsh for Treasurer

United SHE Stands

Play Episode Listen Later Jul 21, 2026 50:07


In episode 188, we talk with Seth Walsh, Cincinnati City Councilmember and Democratic nominee for Ohio Treasurer, about what the office actually does and why his campaign for transparency and accountability matters.Seth is a recognized community development leader who has prioritized keeping Cincinnati growing, vibrant, and safe. As Treasurer of State, Seth will ensure the state's investments, pension funds, and revenue are managed with integrity and are used to strengthen our communities so all Ohioans thrive.Seth served as Executive Director of the College Hill Urban Redevelopment Corporation before he was appointed to Cincinnati City Council in December 2022. Seth is a member of the Cincinnati Retirement System Board of Trustees.Seth graduated from Xavier University and later founded the Cincy Soccer League. He lives in the Cincinnati Business District with his two dogs, Calvin and Rosie.Resources:* Seth Walsh for State Treasurer* The Dark Money Game (HBO documentary on HB6 featuring Seth's opponent)* Follow Seth on Social Media!* Instagram* TikTok* Facebook* X/Twitter* YouTubeWe're bringing together digital creators from across the state to build a powerful digital organizing network called Ohio Creators for Progress. Support and donate to this effort below! ⬇️Connect with United SHE Stands:* Substack* Instagram* TikTok* YouTube* Threads* Buy us a coffee ☕️This episode was edited by Kevin Tanner. Learn more about him and his services here:* Website* Instagram This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.unitedshestands.com/subscribe

Banker With A Beer: A Podcast Series by Northwestern Bank

In this episode of Banker with a Beer, Jerry talks with Kathy Wright, Director of Talent & Booking for the Pablo Center. Topics discussed include: New Ticketing Platform Broadway shows to be Announced Building Future Audiences The Arts Economy Lighting Round Beer Enjoyed: New Glarus Spotted Cow    Thank you for listening to this episode! Help support the show by leaving Banker with a Beer a 5-star rating or review on Apple or Spotify.  Banker with a Beer is brought to you by Northwestern Bank. A community bank headquartered in Chippewa Falls, Wisconsin. Follow us on Facebook or learn more on our website northwesternbank.com. We're a community bank with all the services of a big bank in a personalized friendly size. Member FDIC.

Founders
#425 The Merchant Bankers

Founders

Play Episode Listen Later Jul 19, 2026 46:19


This episode discusses Joseph Wechsberg's 1966 book, The Merchant Bankers. Rather than recounting the histories of families like the Rothschilds, Barings, Hambros, Warburgs, and Lehman Brothers, I wanted to extract the principles they shared. Merchant banking is fascinating. It's a very distinctive form of entrepreneurship. There is an old-school way of doing business that appeals to me. The merchant bankers' profiled in this book have a combination of: personal honor speed of action clear thinking independent judgment seamless webs of deserved trust discretion and willingness to make unconventional decisions. The founder of every merchant banking dynasty was a merchant before he was merchant banker. Once they discovered financing transactions was more profitable than physically trading goods, their real products became credit, judgment, information, advice, access, and—above all—trust. Their greatest asset was not money. Their greatest asset was their reputation. Made possible by: Ramp: ⁠⁠https://ramp.com⁠⁠  Applovin: ⁠⁠https://www.applovin.com Vanta: ⁠⁠https://vanta.com/founders Add your email here and I will send you my top 10 quotes from every episode.

The Wall Street Skinny
Ex-Morgan Stanley Bankers' "Yesteryear" HOT TAKES: Trad Wives vs. Career Women

The Wall Street Skinny

Play Episode Listen Later Jul 18, 2026 74:25


We're talking about the buzziest --- and most controversial --- book of the summer: "Yesteryear" by Caro Claire Burke. It poses a question no one's brave enough to answer: are trad wives and career women fundamentally at odds? Or are they two sides of the same coin, minted by a bigger system that profits from their fight? As two Wall Street veterans recently profiled in Bloomberg for our new career as "finance influencers", we HAD to talk about the novel everyone is calling "rage bait", and we've got quite a lot to say. Fair warning: we spoil everything, INCLUDING the plot twist that has readers and critics alike up in arms. Why is a finance show covering a book about a trad wife influencer? The biggest names in this space, like Ballerina Farms and Nara Smith, are pulling in millions every year. The raw milk industry is a multi-billion dollar megalith expected to double in the next few years. And all of this is fueling a vertical of the creator economy that is growing in size (and scandals). What happens when a woman builds an empire by performing traditional acts of subservient domesticity on the most modern machine ever invented? We also turn the lens on ourselves, as moms, influencers, and educators --- where's the line between education and performance, and what responsibilities come along with influence?  Whether you loved this book, hated it, or refuse to read it on principle, we want to know what you think! Let us know in the comments...

Beyond The Horizon
JPMorgan, Jamie Diamond, Jeffrey Epstein and the Battle Over Britain's Banker Tax (7/16/26)

Beyond The Horizon

Play Episode Listen Later Jul 16, 2026 11:34 Transcription Available


Senator Elizabeth Warren is demanding answers from JPMorgan chief executive Jamie Dimon about whether he acted on advice connected to Jeffrey Epstein while lobbying against a proposed British tax on bankers' bonuses. Warren's questions follow the release of a 2009 email exchange in which Epstein asked then-Labour minister Peter Mandelson whether Dimon should pressure UK chancellor Alistair Darling over the tax. Mandelson reportedly replied that Dimon should “mildly threaten” Darling, and Dimon later warned that JPMorgan could reconsider investments in Britain, including plans for a new London headquarters. Warren said the communications raise serious questions about the extent of JPMorgan's relationship with Epstein and what DimonDimon testified in 2023 that he had never met Epstein and had not heard his name until Epstein's 2019 arrest. JPMorgan continues to insist that Dimon never communicated with Epstein, never sought his advice and was not involved in decisions involving Epstein's accounts. The bank has also rejected former executive Jes Staley's claim that he discussed Epstein with Dimon, describing Staley's testimony as unreliable. JPMorgan acknowledged that maintaining Epstein as a client was a mistake but said the bank ended the relationship in 2013 and would have acted sooner had it known he was continuing to commit crimes. Warren is now seeking a fuller accounting of whether Dimon's lobbying efforts were influenced, directly or indirectly, by Epstein and his political connections.to contact me:bobbycapucci@protonmail.comsource:JP Morgan boss pressed by US senator about contact with Jeffrey Epstein | JP Morgan | The Guardian

Disruption / Interruption
Disrupting Legal Access: How Automation Makes Justice More Affordable with Saumya Banker

Disruption / Interruption

Play Episode Listen Later Jul 16, 2026 27:58


Saumya Banker, co-founder and CEO of Donna AI, joins host KJ to pull back the curtain on the operational dysfunction hiding inside the legal industry. After watching his cousin's divorce case drag on due to missed communication, opaque billing, and overwhelmed staff, Saumya interviewed 75 lawyers and job-shadowed firms to map the real workflow. What he found: 40% of small law firm work is purely administrative, and AI can handle it. Donna AI is building the operating system for solo and small personal law firms so lawyers can take on more clients, charge less, and give more people a real shot at justice. Key Takeaways: 4:51 — Why hourly billing is broken and who's really paying the price 8:27 — What Saumya found when he job-shadowed 75 lawyers across different practice areas 16:22 — When a case stalls, who ends up paying the real price 18:39 — What Donna AI actually automates inside a small law firm Quote of the Show (1:00):"AI is not here to take your job. It's here to supercharge you. The folks who use AI are going to take the jobs of the folks who don't." – Saumya Banker Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Saumya Banker:LinkedIn: http://www.linkedin.com/in/saumyabankerCompany Website: https://donnaanswers.com How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/results?search_query=disruption+%2F+interuuptionSee omnystudio.com/listener for privacy information.

The Epstein Chronicles
JPMorgan, Jamie Diamond, Jeffrey Epstein and the Battle Over Britain's Banker Tax (7/15/26)

The Epstein Chronicles

Play Episode Listen Later Jul 15, 2026 11:34 Transcription Available


Senator Elizabeth Warren is demanding answers from JPMorgan chief executive Jamie Dimon about whether he acted on advice connected to Jeffrey Epstein while lobbying against a proposed British tax on bankers' bonuses. Warren's questions follow the release of a 2009 email exchange in which Epstein asked then-Labour minister Peter Mandelson whether Dimon should pressure UK chancellor Alistair Darling over the tax. Mandelson reportedly replied that Dimon should “mildly threaten” Darling, and Dimon later warned that JPMorgan could reconsider investments in Britain, including plans for a new London headquarters. Warren said the communications raise serious questions about the extent of JPMorgan's relationship with Epstein and what DimonDimon testified in 2023 that he had never met Epstein and had not heard his name until Epstein's 2019 arrest. JPMorgan continues to insist that Dimon never communicated with Epstein, never sought his advice and was not involved in decisions involving Epstein's accounts. The bank has also rejected former executive Jes Staley's claim that he discussed Epstein with Dimon, describing Staley's testimony as unreliable. JPMorgan acknowledged that maintaining Epstein as a client was a mistake but said the bank ended the relationship in 2013 and would have acted sooner had it known he was continuing to commit crimes. Warren is now seeking a fuller accounting of whether Dimon's lobbying efforts were influenced, directly or indirectly, by Epstein and his political connections.to contact me:bobbycapucci@protonmail.comsource:JP Morgan boss pressed by US senator about contact with Jeffrey Epstein | JP Morgan | The GuardianBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Construction Genius
How to Read Your Backlog Like a Banker: Timing, Diversification, and Gross Profit Discipline

Construction Genius

Play Episode Listen Later Jul 14, 2026 23:23


How's your backlog right now? In Part 6 of the Construction Accounting Series, Eric sits down again with CPA Kathe Barrington to unpack what backlog really is, and what it isn't. They dig into why committed-but-unstarted jobs belong on your WIP the day you're awarded, how to use backlog to forecast labor, equipment, and cash, and why a backlog that looks great in aggregate can still leave you with a nine-month hole in the schedule. Kathe lays out the ideal backlog-to-revenue ratio, the red flag of growing backlog with compressing gross profit, how client and project-type concentration creates fragility, and who needs to be in the room for the monthly backlog review. If you want backlog to function as a real planning tool, not a vanity number. This conversation is the blueprint. What You'll Learn What backlog actually is - remaining contract, remaining cost, and remaining gross profit to complete Why letters of intent and verbal awards should NOT count as backlog Why unstarted-but-committed jobs belong on your WIP the day you're awarded (and what bank & bonding are looking for) How to translate a WIP snapshot into a month-by-month forecast of labor, equipment, and cash How far out you should be forecasting labor (hint: 6–12 months minimum) The ideal backlog-to-revenue ratio - and why 3–6 months makes Kathe nervous How backlog profiles differ between GCs and subs, and what that means for planning The aggregate-number trap: why jobs bunched up at the same finish line signal trouble When you can tighten margins as you scale - and when compressing gross profit becomes dangerous Client and project-type concentration risk - diversification as insurance How often to review backlog (monthly, with the financials) and who belongs in the room The questions that should drive the conversation beyond the numbers How to use backlog data when the market shifts - lessons from 2008 and COVID The three questions Kathe asks first when she takes on a new client's books   Connect with Kathe LinkedIn: Kathe Barrington, KB CPA Facebook: Kathe Barrington / KB CPA   The Construction Accounting Series with Kathe Barrington This is Part 6 of an ongoing series. Catch up on the full run: Part 1 — Ep. 357: WIP Reports Made Simple: The Key to Stopping Hidden Job Losses Part 2 — Ep. 359: How to Use Your WIP to Protect Cash and Grow Profitability Part 3 — Ep. 364: Why the Field and Accounting Are Both Right (Physical Progress vs. Financial Reporting) Part 4 — Ep. 368: Underbillings Bad. Overbillings Better: The Cash Flow Truth Construction Owners Can't Ignore Part 5 — Ep. 377: Why Your Jobs Look More Profitable Than They Are: Indirect Allocations and Overhead in Construction  

Property Profits Real Estate Podcast
From Private Banker to House Flipper with Martin Castro Silva

Property Profits Real Estate Podcast

Play Episode Listen Later Jul 14, 2026 13:32


Leaving a stable career isn't easy, but Martin Castro Silva believed there was a better way to build wealth. In this episode, Dave Dubeau sits down with Martin to discuss his transition from private banking to full-time real estate investing. Martin shares how an unexpected home renovation experience introduced him to the world of house flipping and why he decided to leave corporate America after successfully completing his first projects. The conversation explores how Martin generates motivated seller leads, works with wholesalers, finances multiple projects using hard money, and manages renovation crews while continuing to grow his business throughout South Florida. Whether you're considering your first flip or looking for ways to improve your acquisition strategy, this episode offers practical insights from an investor actively working in today's market. Key Topics Transitioning from banking to real estate investing How Martin discovered house flipping Building a consistent pipeline of deals Using social media and direct mail for lead generation Working with wholesalers Financing flips with hard money lenders Managing contractors and renovation projects Pricing properties to sell quickly Guest Information Martin Castro Silva is a full-time real estate investor specializing in house flips, rentals, and investment opportunities throughout South Florida. Instagram: @MartinMelmac Call to Action Connect with Martin on Instagram at @MartinMelmac to follow his renovation projects, learn about his investing journey, and connect with him directly.

SGT Report's The Propaganda Antidote
THE ROOTS OF ALL EVIL -- Peter A. Kirby

SGT Report's The Propaganda Antidote

Play Episode Listen Later Jul 8, 2026 72:04


Protect Your Retirement with a PHYSICAL Gold and/or Silver IRA https://www.sgtreportgold.com/ CALL( 877) 646-5347 - You Can Trust Noble Gold   What is the very ROOT of the evil in our world? It's as plain to see as the nose on your face. Jesus Christ Himself contended with them in the temple: The money changers. The international criminal Bankers. The House of Rothschild. Orsini. All the way back to Nimrod. This is the BIBLICAL truth about the plague on humanity. Author Peter A, Kirby returns to SGT Report to discuss current events, and the roots of all evil on earth. Thanks for tuning in.   Google won't help you so I will. Peter's site is HERE: https://peterakirby.com/   https://rumble.com/embed/v7a6jdy/?pub=2peuz

The Futurists
Future of Human Consciousness in an AI-Driven World

The Futurists

Play Episode Listen Later Jul 3, 2026 40:46


What if AI could replicate your consciousness? Listen as Brett King connects with Paolo Sironi, host of Provoke.fm‘s The Banker’s Bookshelf about Paolo’s latest book, Quantum Sapiens. Paolo’s foray into literary fiction explores the intersection of quantum gravity, philosophy, and the future of human consciousness in an AI-driven world, providing a unique way to explore complex topics. Available at major bookstores and on Amazon, Quantum Sapiens is a haunting novel blending scientific speculation, the frontiers of artificial intelligence, theories of consciousness and urgent ethical questions into a compelling narrative. Join Paolo and Brett as they dive into the “hard problem” of consciousness and how technology like AI acts as a mirror for the human experience.

The YNAB Podcast
Sticking It to the Bankers

The YNAB Podcast

Play Episode Listen Later Jun 25, 2026 6:09


Americans have done it again, setting a record $1.25 trillion in credit card debt as of Q1 2026. There was a time in not too distant history, however, when credit card debt went down, and bankers were afraid, at least for a little bit.     Getting good at money doesn't have to be hard, and money doesn't have to be a constant source of stress and anxiety. You just have to answer one simple question. Pre-order Jesse's new book now! www.neverworryaboutmoneyagain.com   Got a question for Jesse? Send him an email: askjesse@ynab.com   Follow YNAB on social media: Facebook: @ynabofficial Instagram: @ynab.official Twitter/X: @ynab Tik Tok: @ynabofficial  

The Tim Ferriss Show
#870: Sebastian Mallaby, Biographer of Demis Hassabis — Lessons from 100+ AI Insiders on The Race to Superintelligence, The Religion of AI, and Spotting Breakthroughs Early

The Tim Ferriss Show

Play Episode Listen Later Jun 16, 2026 106:06


Sebastian Mallaby (@scmallaby) is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a two-time Pulitzer Prize finalist, and the author of six books, including More Money Than God, The Power Law, The Man Who Knew, and The World's Banker. His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.This episode is brought to you by:Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/TimAG1 Pro all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim Wealthfront disclaimer: New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.*Timestamps[00:00:00] Start.[00:02:11] The twinkly eyed polymath who became Sebastian's next book.[00:06:55] Picking the next book project the way a great VC picks a startup.[00:09:41] Why God keeps crashing the superintelligence party.[00:11:13] Shane Legg's grainy 2009 prophecy — and the nervous giggle.[00:13:11] Ilya Sutskever burns an effigy.[00:13:54] Demis at 4 a.m., hunting God's algorithm.[00:18:43] Super-abundance, Mad Max, and the China shock lesson.[00:22:39] The kitchen debate with Geoff Hinton that flipped Sebastian.[00:24:06] Why a zero-percent chance of doom is indefensible.[00:24:52] Will Washington seize the labs? The Mythos wake-up call.[00:27:18] Anthropic's bull case, bear case, and a dead parent's letter.[00:33:24] Where Sebastian and Benedict Evans part ways.[00:38:16] Is the SaaS apocalypse overdone? One word: Palantir.[00:39:53] The AI friend you'll never switch.[00:41:56] Does Google win consumer AI by default?[00:44:45] Four cities, eight days: China actually talks safety.[00:47:28] A Cold War non-proliferation playbook for AI.[00:49:45] Did the chip export controls actually work?[00:51:49] Burned doves: why Washington swears China won't talk.[00:54:56] "By 2028, the race is over" — one lab boss' bet.[00:59:11] Inside Hikvision: toddlers, sensors, and US sanctions.[01:01:07] Bill Gurley's Uber bet: venture capital perfected.[01:05:18] Luke Nosek bear-hugs DeepMind into existence.[01:10:52] Thiel's heresy: never invest by committee.[01:11:59] How Founders Fund nearly fumbled the deal of the century.[01:14:30] Selling to Google for $650M: a secret British heist?[01:16:41] The Traitorous Eight, gardening leave, and the UK's to-do list.[01:20:55] Ender's Game: "That's really how I see myself."[01:23:42] Too dumb for Gödel, Escher, Bach? Maybe an LLM can help.[01:25:19] If not Demis or Sam, then Dario.[01:26:04] My royalties cliff — and what dropped in late 2022.[01:27:47] Lila Sciences and the labs that run themselves.[01:31:13] Sebastian's billboard: "Prepare your mind."[01:35:14] The one thing Sebastian will never outsource to AI.[01:40:09] Parting thoughts.For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.