Podcasts about Capital

So many books are published each year; few stand the test of time. Today we devote our whole show to asking which works have shaped the way we behave and how we think. Picks include “Frankenstein” by Mary Shelley, “Pride and Prejudice” by Jane Austen, “A Suitable Boy” by Vikram Seth and “Lord of the Rings” by JRR Tolkien.Full list of books mentioned in the show:The BibleThe Koran“Pride and Prejudice” by Jane Austen “The Hunger Games” by Suzanne Collins“On the Origin of Species” by Charles Darwin“Il Saggiatore” by Galileo Galilei“Two New Sciences” by Galileo Galilei“Capital in the Twenty-First Century” by Thomas Piketty“Amusing Ourselves to Death” by Neil PostmanThe novels of Philip PullmanThe Harry Potter series by J.K. Rowling“The Satanic Verses” by Salman Rushdie“Frankenstein” by Mary Shelley“A Suitable Boy” by Vikram Seth “Lord of the Rings” by J.R.R. Tolkien “A Room of One's Own” by Virginia Woolf Hosted on Acast. See acast.com/privacy for more information.

SHOW 12-25-25 THE SHOW BEGINS WITH DOUBTS ABOUT THE MODERN STORY OF MARY AND HER FAMILY. 1868 NAZARETH SEPPHORIS AND THE HISTORICAL CONTEXT OF MARY'S LIFE Colleague James Tabor. Tabor identifies Sepphoris, a Roman capital near Nazareth, as Mary's birthplace. He reimagines Jesus and Joseph as "tektons" (builders) working in this urban center rather than simple carpenters. This proximity meant Mary witnessed Romanbrutality and the city's destruction, influencing her family's spiritual views on the Kingdom of God. NUMBER 1 INVESTIGATING THE NAME PANTERA Colleague James Tabor. Tabor explores the name "Pantera," found in rabbinic texts and on a Roman soldier's tombstone. He suggests this might be a family name rather than a slur, investigating the possibility that Jesus's father was a relative or soldier, which challenges the theological narrative of a virgin birth. NUMBER 2 RECLAIMING THE HISTORICAL JEWISH FAMILY Colleague James Tabor. Highlighting the Protoevangelium of James, Tabor contrasts its depiction of a perpetual virgin Mary with historical evidence of a large Jewish family. He argues Mary had numerous children and that her parents were likely wealthy property owners in Sepphoris, integrating Jesus into a close-knit extended family. NUMBER 3 JAMES THE JUST AS TRUE SUCCESSOR Colleague James Tabor. Tabor asserts James, Jesus's brother, was the movement's true successor, not Peter. Citing Acts and the Gospel of Thomas, he notes James led the Jerusalem council and stood at the cross. Tabor argues the "beloved disciple" entrusted with Mary's care was this blood brother, not Johnthe fisherman. NUMBER 4 THE HEADQUARTERS ON MOUNT ZION Colleague James Tabor. Tabor describes excavations on Mount Zion, identifying a first-century house foundation as the "upper room" and headquarters of the early movement. He visualizes Mary as the matriarch in this courtyard, welcoming pilgrims and apostles like Paul, and establishes James as the leader of this house synagogue. NUMBER 5 THE FLIGHT TO PELLA AND MARY'S DEATH Colleague James Tabor. Tabor discusses the Christian flight to Pella during the Roman revolt. He speculates Mary died before this event, likely around 49–63 CE, and was buried on Mount Zion. Consequently, she disappears from the New Testament record, which shifts focus to Peter and Paul after the Jerusalem church's dispersal. NUMBER 6 THE TALPIOT TOMB AND DNA EVIDENCE Colleague James Tabor. Discussing the Talpiot tomb, Tabor details ossuaries bearing names like "Jesus son of Joseph" and "Mariamne." He argues statistical clusters and potential DNA evidence suggest this is the Jesus family tomb, positing that physical remains support historical existence without necessarily negating the concept of spiritual resurrection. NUMBER 7 THE Q SOURCE AND MARY'S TEACHINGS Colleague James Tabor. Tabor identifies the "Q" source as a collection of ethical teachings shared by Matthew and Luke. He attributes these core values—such as charity and humility—to a family tradition taught by Mary to Jesus, James, and John the Baptizer, aiming to restore Mary'shistorical influence as a teacher. NUMBER 8 VIRGIL'S RURAL ORIGINS AND AUGUSTAN CONNECTION Colleagues Scott McGill and Susanna Wright. The guests discuss Virgil's birth in 70 BCE near Mantua and his rural upbringing, which influenced his poetry. They trace his move to Rome during civil war and his eventual connection to Augustus, noting that Virgil promised a grand epic for the emperor in his earlier work, the Georgics. NUMBER 9 TRANSLATING THE SOUND AND METER OF VIRGIL Colleagues Scott McGill and Susanna Wright. The translators explain choosing iambic pentameter over dactylic hexameter to provide an English cultural equivalent to the original's epic feel. They describe their efforts to replicate Virgil's auditory effects, such as alliteration and assonance, and preserve specific line repetitions that connect characters like Turnus and Camilla. NUMBER 10 THE AENEID'S PLOT AND HOMERIC INFLUENCES Colleagues Scott McGill and Susanna Wright. McGill and Wright summarize the plot, from Troy's destruction to the war in Italy. They analyze Virgil's dialogue with Homer, noting how the poem's opening words invoke both the Iliad's warfare and the Odyssey's wanderings. They also highlight the terrifying, visual nature of Virgil's depiction of the underworld. NUMBER 11 ROMAN EXCEPTIONALISM VS. HUMAN TRAGEDY Colleagues Scott McGill and Susanna Wright. They discuss whether the Aeneid justifies Roman empire or tells a human story. McGill argues the poem survives because it creates sympathy for antagonists like Dido and Turnus. They explore how Virgil portrays the costs of empire and Aeneas's rage, complicating the narrative of Augustan propaganda. NUMBER 12 CLODIA'S PRIVILEGE AND CICERO'S AMBITION Colleague Douglas Boin. Boin introduces Clodia, a privileged woman from an ancient Roman family on Palatine Hill. He contrasts her aristocratic, independent nature—manifested in her name spelling—with the rise of Cicero, a talented outsider. Boin frames their eventual conflict as a clash between established power and ambitious newcomers. NUMBER 13 THE POLITICS OF TRIBUNES AND REFORM Colleague Douglas Boin. Boin details the divide between the Optimates and Populares. He explains how Clodia and her brother Clodius used the office of Tribune—the "people's protector" with veto power—to enact reforms. This strategy allowed them to challenge the Senate's authority and set the stage for Clodius's political dominance. NUMBER 14 THE TRIAL OF RUFUS AND CICERO'S MISOGYNY Colleague Douglas Boin. Boin describes a trial where Clodia accused her ex-lover Rufus of poisoning. Cicero defended Rufus by launching misogynistic attacks on Clodia, calling her "cow-eyed" and alleging incest. Boin argues this famous speech unfairly solidified Clodia's negative historical reputation while obscuring the political power she wielded. NUMBER 15 THE DEATH OF CLODIUS AND THE REPUBLIC'S END Colleague Douglas Boin. Boin recounts the violent death of Clodius by rival gangs, marking a turning point toward the Republic's collapse. He views Clodia's subsequent disappearance from history as a symbol of the loss of women's influence and civic rights, framing her story as a cautionary tale about political violence. NUMBER 16

So many books are published each year; few stand the test of time. Today we devote our whole show to asking which works have shaped the way we behave and how we think. Picks include “Frankenstein” by Mary Shelley, “Pride and Prejudice” by Jane Austen, “A Suitable Boy” by Vikram Seth and “Lord of the Rings” by JRR Tolkien.Full list of books mentioned in the show:The BibleThe Koran“Pride and Prejudice” by Jane Austen “The Hunger Games” by Suzanne Collins“On the Origin of Species” by Charles Darwin“Il Saggiatore” by Galileo Galilei“Two New Sciences” by Galileo Galilei“Capital in the Twenty-First Century” by Thomas Piketty“Amusing Ourselves to Death” by Neil PostmanThe novels of Philip PullmanThe Harry Potter series by J.K. Rowling“The Satanic Verses” by Salman Rushdie“Frankenstein” by Mary Shelley“A Suitable Boy” by Vikram Seth “Lord of the Rings” by J.R.R. Tolkien “A Room of One's Own” by Virginia Woolf Hosted on Acast. See acast.com/privacy for more information.

*Previously aired episode* Amanda Cruise and Ash Patel interview Brad Johnson, co-founder and CIO of Vintage Capital. Brad shares his journey from institutional private equity to building a $200M+ mobile home park portfolio and discusses why he's doubling down on the asset class today. They dive into due diligence strategies, creative seller financing structures, and why Brad prefers long-term holds with strong operators over short-term flips. The trio also tackles current legislative risks, how rent control could impact MHP valuations, and why Brad isn't chasing distressed multifamily deals. Brad Johnson Current role: Co-Founder and Chief Investment Officer, Vintage Capital Based in: Irvine, California Say hi to them at: ⁠info@vintage-funds.com⁠ | ⁠vintage-funds.com⁠ Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's RaiseMasters Radio episode, Pat sits down with Chirag Chaudhari to break down how simple video messages and genuine relationship-building helped him unlock massive momentum and raise millions faster. They talk about trust, consistency, and why personal connection beats automation when it comes to capital raising. Tune in if you want a simple, human way to stand out and get investors responding again. Resources mentioned in the episode: Chirag Chaudhari Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

In this episode of Excess Returns, we sit down with Paul Eitelman, Global Chief Investment Strategist at Russell Investments, to unpack their 2026 outlook and the idea of a “Great Inflection Point” for markets and the economy. Paul explains why the U.S. economy may be shifting from resilience to reacceleration, how artificial intelligence is moving from hype to measurable returns, and why market leadership could finally broaden beyond the Magnificent Seven. The conversation blends macroeconomic analysis, behavioral finance, and real-world portfolio implications, offering investors a framework for thinking about growth, risk, and diversification as we head into 2026.Main topics covered• The cycle, valuation, and sentiment framework and how it shapes investment decisions• Why economic growth may reaccelerate in 2026 after navigating policy headwinds• Accelerating AI adoption and what early signs of ROI mean for productivity and profits• The J-curve of new technologies and where AI may sit today• Capital spending, leverage, and profitability risks among hyperscalers and large tech firms• Energy demand, labor market impacts, and other societal risks tied to AI• Tariffs, immigration, and uncertainty as fading or manageable economic headwinds• Financial conditions, fiscal stimulus, and deregulation as emerging tailwinds• The gap between hard economic data and weak consumer sentiment• Why recession forecasts have been wrong and how to think about recession risk going forward• Inflation dynamics, the Federal Reserve's priorities, and the outlook for rates• The case for market broadening beyond the Magnificent Seven• Global diversification, small caps, international equities, and emerging markets• Behavioral finance, investor sentiment, and staying invested through volatility• Portfolio construction implications, including real assets and alternativesTimestamps00:00 Introduction and the Great Inflection Point outlook03:00 Cycle, valuation, and sentiment investing framework05:50 From economic resilience to potential reacceleration07:00 AI as a transformational technology and historical parallels09:20 Measuring returns on AI investment and productivity gains11:00 The AI J-curve and timing of benefits13:00 Capital intensity, leverage, and risks for big tech15:00 Energy demand, labor markets, and AI risks19:00 How Paul uses AI in his own research workflow20:30 The case for economic reacceleration into 202621:40 Tariffs and their real economic impact23:20 Immigration and labor supply effects24:10 Uncertainty, confidence, and business decision-making26:10 Financial conditions and household wealth28:00 Fiscal stimulus and the One Big Beautiful Bill Act29:20 Deregulation as a potential growth tailwind30:40 Hard data versus soft data in the economy34:10 Why recession forecasts failed37:10 Recession risk outlook for 202640:30 Inflation dynamics and the Fed's focus43:50 Broadening market leadership beyond the Magnificent Seven46:10 Investor sentiment, panic, and opportunity49:00 Translating macro views into portfolio strategy51:30 Real assets, alternatives, and diversification54:30 Investing lessons, compounding, and staying invested

Plus Dallas outlasts the Commanders 30-to-23 with the offense taking off on Dak's right arm, a former Midlothian substitute teacher is facing criminal charges in a child sexual abuse case, four people are dead in Terrell, and more...

En Capital Intereconomía hacemos un repaso a los mercados durante 2025 y analizamos hacia dónde mirar en 2026 para invertir de forma inteligente. Los expertos destacan el balance positivo para la mayoría de los activos este año, con mención especial para el oro y la bolsa española. Jaime Sánchez, de A&G Banca Privada, subraya la importancia del dólar en la rentabilidad, mientras que Ignacio Cantos-Figuerola, de atl Capital, destaca que casi todos los activos dieron retornos, y Alberto Roldán, profesor de la Universidad Europea, resalta la fuerza de los metales preciosos frente a la caída del crudo. Mirando a 2026, los expertos coinciden en la diversificación y en seguir de cerca ciertos mercados. Creen que EEUU seguirá liderando, con la tecnología como punta de lanza, que Japón ofrece oportunidades a largo plazo, y en Europa, consideran que las pequeñas y medianas empresas presentan buenas oportunidades de inversión.

El foro de la inversión de Capital Intereconomía contó con la participación de François Derbaix, cofundador y co-consejero delegado de Indexa Capital, quien hizo balance del año 2025 y explicó las claves del modelo de la compañía. Ha sido un 2025 de mucho crecimiento para Indexa Capital con una rentabilidad media de cerca de 9% para sus carteras, siguiendo la línea de los últimos diez años de la empresa. Indexa cuenta con un aumento de más de 100 millones al mes y más de 130.000 clientes. Este crecimiento ha sido de forma muy continuada desde su creación en 2015, pero todavía buscan crecer más ampliando sus planificaciones para ayudar a sus clientes con carteras transparentes buscando inversiones en función de cada perfil de sus clientes mediante automatizaciones. Derbaix explicó que el éxito de Indexa se basa en un enfoque centrado en el cliente, la transparencia y los bajos costes. La firma apuesta por la gestión indexada y la máxima diversificación, invirtiendo a través de fondos que replican el conjunto del mercado en lugar de seleccionar valores concretos. Esta estrategia permite reducir el riesgo y mejorar la rentabilidad a largo plazo, apoyándose además en una alta automatización de los procesos operativos para mantener comisiones muy reducidas, muy por debajo de las habituales en la banca tradicional. De cara al futuro, Indexa continuará desarrollando sus productos actuales y ampliando su oferta. Entre las novedades destacó la buena acogida de la cuenta remunerada lanzada en 2025 y el próximo lanzamiento, previsto para principios de 2026, de un fondo de fondos de mercados privados. Este nuevo producto invertirá en capital privado, deuda privada e infraestructuras a través de grandes gestoras internacionales, con comisiones ajustadas y una rentabilidad esperada superior a la de los mercados líquidos, aunque asumiendo menor liquidez y mayor horizonte temporal. En conjunto, Derbez transmitió un mensaje de crecimiento prudente, apuesta por el largo plazo y defensa de un modelo de inversión sencillo, transparente y de bajo coste.

En Capital Intereconomía hacemos un repaso a los mercados durante 2025 y analizamos hacia dónde mirar en 2026 para invertir de forma inteligente. Los expertos destacan el balance positivo para la mayoría de los activos este año, con mención especial para el oro y la bolsa española. Jaime Sánchez, de A&G Banca Privada, subraya la importancia del dólar en la rentabilidad, mientras que Ignacio Cantos-Figuerola, de atl Capital, destaca que casi todos los activos dieron retornos, y Alberto Roldán, profesor de la Universidad Europea, resalta la fuerza de los metales preciosos frente a la caída del crudo. Mirando a 2026, los expertos coinciden en la diversificación y en seguir de cerca ciertos mercados. Creen que EEUU seguirá liderando, con la tecnología como punta de lanza, que Japón ofrece oportunidades a largo plazo, y en Europa, consideran que las pequeñas y medianas empresas presentan buenas oportunidades de inversión.

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

A weekly recap of articles from The Capital Dispatch. The volunteer Voices of IRIS read newspapers aloud to keep over 11,000 blind and print disabled listeners informed and connected to their communities. Learn more at IowaRadioReading.org

Aujourd'hui, 120 Seconde Essentiel passe en revue les réductions d'impôts accordées pour les dons à certaines associations ou organismes d'intérêt général. Quels sont ces dons ? Quel est le montant de l'avantage fiscal ? Capital fait le point. Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

#251Our WhatsApp  groupProperty Engine discounts (Code: EXPAT)Starter: 30 day trialPro: 30 day trial/3 mths 1/2 price, Ultimate: 1/2 price 3 monthsGoalsettingLeave a review37 Question Due Diligence Checklist / Auction GuideOur Sponsors: Finnigan McNeill Property GroupThis is the second episode in this year's mini-season celebrating the 12 Days of Christmas.We're releasing daily bite sized episodes.Each one contains clips from three of my favourite episodes from 2025.Today's show features extracts from:#205: How to Build a Stress-Free UK Property Portfolio (Darren McNeill)#206: Property Engine: Right Move on Steroids (Jamie Greefe)#207: Three Phases of Building a UK Property Portfolio (Vicki Wusche)KeywordsUK property podcast, Expat property investing, UK buy to let strategies, UK property investment tips, Boring buy to let, UK property portfolio building, Expat landlord advice, Property Engine software, UK property sourcing tools, Property portfolio phases, UK rental property strategies, Turnkey property investment UK, Capital growth in UK property, UK expat property stories, Building a property business UK, Acquisition consolidation progression property, How to analyse UK property deals, Limited company property investment UK, Buy to let mortgages UK, UK property podcast episodes, Best UK property podcasts for expats, Passive property investing UK, UK HMO investment, Remortgaging UK buy to let, UK property performance analysis

SEPPHORIS AND THE HISTORICAL CONTEXT OF MARY'S LIFE Colleague James Tabor. Tabor identifies Sepphoris, a Roman capital near Nazareth, as Mary's birthplace. He reimagines Jesus and Joseph as "tektons" (builders) working in this urban center rather than simple carpenters. This proximity meant Mary witnessed Romanbrutality and the city's destruction, influencing her family's spiritual views on the Kingdom of God. NUMBER 1

In this conversation, Victor Menasce discusses the five essential principles forsuccessfully raising capital. He emphasizes the importance of building relationships, understanding the psychological contract, presenting compelling opportunities, and ensuring alignment between the goals of in vestors and the project. These principles create a framework that facilitates trust and investment.Ultimate Show Notes: 00:00 Introduction to Capital Hacking00:52 Victor Menasce 's Journey into Real Estate03:57 The Principles of Magnetic Capital09:59 Building Relationships in Real Estate11:46 Y Street Capital and Community Building15:54 Exploring Different Real Estate Asset Classes19:03 The Built to Scale Mastermind Event22:08 Economic Insights and Future PredictionsConnect with Victor:Y Street Capital | Secure and Profitable Real Estate Development-Y Street CapitalThe Real Estate Espresso PodcastLearn More About Accountable Equity:Visit Us:http://www.accountableequity.com/Access eBook:https://accountableequity.com/case-study/#registerTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones. For full show notes, see kitces.com and thesocietyofadvice.com.

[Original air date: June 5, 2025]How can finance leaders identify where their capital is silently going to waste and where it can be better used to drive growth? In this episode, CJ interviews Russell Lester, the CFO of Tropic, where capital allocation is both the product and the mission. Russell introduces the concept of “spoilage”, deployed capital that fails to deliver its intended value. He also talks about “levers”, positive actions that force multiply your efforts, and “leakages”, headwinds or detractors that sap momentum. Russell believes it is the job of the CFO (or “Chief Alignment Officer”) to proactively go looking for these levers and leakages. He then explains how he uses his “center of the table” framework to redeploy the freed-up capital to fuel growth. Russell also covers how to address misalignment, what helicopter skills are and why you need them, what a data safari is and why you should take one daily, and why every CFO needs a spend management tool.—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.—LINKS:Russell on LinkedIn: https://www.linkedin.com/in/russell-lester-aa98463/Tropic: https://www.tropicapp.io/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Wasted Capital and Where to Find It The CFOs Guide to Spoilage Levers Leakageshttps://youtu.be/xOby7CcdljI—TIMESTAMPS:00:00:00 Mostly Classics: Russell Lester on Capital and Alignment00:00:48 Sponsors — Tipalti | Aleph | Fidelity Private Shares00:04:07 Russell Lester Joins the Show00:06:45 Capital Spoilage and Wasted Spend00:08:34 Why Spoilage Goes Unnoticed Inside Companies00:10:16 Creating Accountability for ROI00:11:08 Spoilage Beyond Tools and Software00:13:04 Strategy Drift and the Sunk Cost Trap00:14:14 Sponsors — Sage Intacct | Mercury | RightRev00:17:44 Levers and Leakages: A Framework for Momentum00:19:27 Identifying Levers Across the Funnel00:21:48 Efficiency Levers Inside the P&L00:23:31 Common Spend Leakages in Practice00:24:21 The Center of the Table Framework00:26:47 Budget Ownership vs Corporate Stewardship00:28:49 The CFO as Chief Alignment Officer00:31:31 Trust, Tact, and Executive Leadership00:33:35 Helicopter Skills for Finance Leaders00:35:41 Curiosity as a CFO Superpower00:36:02 Data Safaris and Asking Better Questions00:38:16 Breaking Down Net Dollar Retention00:40:32 Navigating Data Overload00:42:16 Building a Single Source of Truth00:43:03 Intelligent Spend Management in Action00:44:44 Capital Allocation as the CFO's Core Job00:46:04 How Spend Management Drives Growth00:49:14 Why Companies Delay Spend Tools00:50:49 A Career Mistake with Investors00:52:49 Auto-Renewals: Revenue vs Leakage00:54:07 Advice to a Younger CFO#RunTheNumbersPodcast #CFOLeadership #CapitalAllocation #FinancialStrategy #SpendManagement This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Move beyond the nativity scene to encounter the Word made flesh, the timeless Saviour who entered our world to meet you in your deepest brokenness. From restoring dead dreams to changing your story, discover how Jesus serves as the Great Physician, Good Shepherd, and Restorer of broken people.Approaching the Jesus of the Gospel of John is like walking up a crooked staircase; this journey wasn't designed for perfect people, but for the broken who need a Saviour to bend down and straighten them up.

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Podcast de Capital, la Bolsa y la Vida

Beyond celebrating, holidays are often also about giving and receiving. It's a timely episode that explores both, and so much more. Jen Laun is a well-being facilitator who guides family wealth professionals and rising generation members through transformative experiential learning focused on the sacred flow of giving and receiving, spiritual capital, and helping successful wealth creators—who excel at giving—learn the equally vital practice of receiving well.3:00 - Jen shares her upbringing as an only child with loving parents who encouraged her creativity and freedom to be herself. Her Italian family background brought warmth and strong support for her natural drive and interests.5:00 - CORE CHALLENGE INTRODUCED: Jen explains why wealth creators struggle with receiving. The first step is awareness—recognizing "I don't like to receive" or "it's not easy for me to receive." She emphasizes that receiving difficulties show up in complex ways, especially when money is involved.6:30 - BREAKTHROUGH INSIGHT: "When we have trouble receiving well, it also ends up blocking what someone is trying to do by giving." Jen shares transformative story from her workshops: a generous family wealth professional whose sick daughter forced him to receive from community. The healing on his face when he realized "I'm now in a place where I'm receiving more than I'm giving out. And I need that" stayed with her for years.8:30 - THE REFRAME: Jen teaches that receiving is an act of generosity—it gives others the opportunity to give. When you're not open to receiving, you're blocking another person who may experience joy by giving. She shares how her mom used this wisdom with a cousin who struggled to let friends pay for dinner.25:00 - Jen introduces spiritual capital: the intangible resources like wisdom, presence, and authentic connection that create lasting value beyond financial wealth for families.35:00 - Jen's evolution from corporate sales to well-being facilitation, guided by curiosity and inner knowing. Her friend Sam, age six, crystallized her purpose: "Jen, you help people."45:00 - Discussion of what truly creates legacy—not what we accumulate but the wisdom, presence, and authenticity we share.57:00 - JEN'S SIGNATURE QUESTION: "Where do we grow from here?" First requires knowing where you are right now, then exploring what would support your flourishing. Jen's sprout metaphor reminds us that growth begins beneath the soil, unseen, and even tiny growth matters.59:20 - ON SUCCESS: Jen defines success as being yourself and sharing that with others. Her friend Ruth (who died at 107) always said: "Tell people about your mistakes. Be real." Success means honoring yourself entirely—the good, bad, and ugly—and being authentic.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Interview recorded - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55 - Equities resilient vs commodity26:38 - Capital allocation28:59 - Natural Gas32:21 - Investing focus35:52 - One message to takeaway?Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, highlighted in Barron's and elsewhere for exceptional performance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Josh began his career as a management consultant to Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single-Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago.Josh Young - X - https://x.com/JoshYoungWebsite - https://bisoninterests.com/Substack - https://www.bisoninsights.info/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Join Paul Barron and Cherryh Cansler on Fast Casual Nation as they dive deep into AI's transformation of the restaurant industry with Kerry Leo, VP of Technology at Shipley Donuts, and restaurant tech consultant Paul Molinari. Discover how Shipley achieved 24% higher average order values through AI-powered ordering, learn why traditional Google search is becoming obsolete, and understand how data unification is creating the "single pane of glass" operators need. From voice ordering in mobile apps to agentic AI solving integration challenges, this episode reveals practical strategies for implementing AI in your restaurant operations. Whether you're just starting your AI journey or looking to accelerate adoption, this conversation provides actionable insights on everything from choosing the right tech partners to measuring real ROI.00:00 - Why AI in restaurants is hitting a turning point01:44 - Shipley Donuts launches AI powered ordering02:39 - AI boosts average order value through smart upselling04:59 - The exact moment Shipley committed to AI07:01 - How AI mimics top performing cashiers11:42 - Voice ordering and mobile app AI roadmap16:42 - OpenAI vs Google Gemini and the AI platform battle25:45 - Domino's AI case study and massive efficiency gains#RestaurantTech #AIinRestaurants #FastCasualBecome a supporter of this podcast: https://www.spreaker.com/podcast/fast-casual-nation--3598490/support.Get Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

America has never been wealthier—so why does it feel so hard to get by?  New York Times economics reporter Talmon Joseph Smith joins Nick and Goldy this week to unpack the growing gap between economic headlines and the lived reality of most Americans. With nearly $200 trillion in national wealth and half the country holding just a sliver of it, they explore why GDP and aggregate growth keep telling a story working families don't recognize—and what that disconnect means for our economy and our politics. Talmon Joseph Smith is an economics reporter currently covering labor markets, inequality, and political economy. His recent work at The New York Times has focused on the tension between headline economic indicators and lived economic reality. His forthcoming book, Clout and Capital, examines how power, influence, and wealth shape economic outcomes in America. Social Media:  @talsmith.bsky.social @talmonsmith Further reading:  America Has Never Been Wealthier. Here's Why It Doesn't Feel That Way. Michael W. Green - How a Broken Benchmark Quietly Broke America Read more from Talmon Joseph Smith Website: http://pitchforkeconomics.com Facebook: Pitchfork Economics Podcast Bluesky: @pitchforkeconomics.bsky.social Instagram: @pitchforkeconomics Threads: pitchforkeconomics TikTok: @pitchfork_econ YouTube: @pitchforkeconomics LinkedIn: Pitchfork Economics Twitter: @PitchforkEcon, @NickHanauer Substack: ⁠The Pitch⁠

In this episode, Brooke welcomes luxury real estate leader and kingdom entrepreneur Katie Lober to discuss building generational wealth without compromising faith or integrity. Katie shares her inspiring journey of launching Kingdom Builders Construction and Capital, empowering others to invest and steward resources wisely. The conversation dives deep into the realities of creating wealth as a woman of faith, authentic leadership, and the power of disciplined daily habits—including the Fit for Jesus movement and Katie's transformative "Faith for 40" challenge. Candid stories of personal growth, marriage, surrender, and community offer listeners actionable steps for aligning business, health, and spirituality. Packed with practical advice and spiritual encouragement, this episode equips you to live out loud with purpose and impact.   Katie's mission is to transform lives through daily intimacy with Jesus, disciplined habits, identity restoration, and Kingdom-minded stewardship. She exists to awaken believers to who they are, strengthen them through consistent action, and empower them to build lives—and wealth—that glorify God. Join the Fit4Jesus Challenge STARTS JANUARY 5th- SOLD ON AMAZON NOW!!!! Get the journal and the 40 Day Bible Study for a deeper dive! http://www.faithfor40.com/ Access journals + Bible studies on Amazon- Romans etc. Connect for Kingdom Builders Capital investment opportunities- if you want your money making you money while you sleep tied by first position real estate assets connect with Katie  Follow Katie on social @katiekingdombuilders   Timestamps: 

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

Capital campaigns are not well suited for raising money for endowment. The most successful endowment fundraising is done through concentrated work on planned giving. That being said, most campaigns include a component of endowment. Amy and Andrea will unpack this complicated idea in this episode.

As we look back at our international reporters' most memorable stories of the last year we get a glimpse inside the shattered city of Khartoum, Sudan, in April of 2025.  The capital city was destroyed by the two-year civil war and is in the process of trying to recover.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Inflation is no longer just a macroeconomic headline; it is a systematic distortion of the corporate financial engine. For finance teams, high inflation makes historical data obsolete and forces a fundamental rewire of capital allocation, debt management, and pricing strategies.In this episode of Corporate Finance Explained on FinPod, we move past "macro talk" to explore the granular impact of rising costs and the specific, advanced maneuvers successful firms are using to survive a high-uncertainty world.The Inflationary Distortion: Where the Models BreakWhen inflation spikes and stays sticky, static assumptions fail. The pressure is felt first in the supply chain but quickly migrates to the balance sheet:Gross Margin Compression: Direct hits from the Cost of Goods Sold (COGS) as raw materials, energy, and logistics rise aggressively.The Working Capital Trap: Inventory becomes a strategic nightmare. The rising replacement cost means companies must tie up more cash just to maintain the same volume of goods on the shelf.The Death of Standard Costing: Traditional models that set standard costs for the year become obsolete instantly, leading finance to chase "phantom profits" while real cash flow erodes.The 4 Major Strategic ShiftsInflation forces a paradigm shift in the relationship between finance and operations:Ruthlessly Dynamic Pricing: Annual price reviews are replaced by micro-adjustments and "pricing corridors." Finance must now lead sales by analyzing consumer elasticity weekly to protect margins without losing volume. Active Debt Management: As central banks raise rates, the cost of capital becomes a moving target. Treasury teams are shifting from floating-rate to fixed-rate debt to buy certainty against future spikes. Investment Reprioritization: High inflation forces companies to raise their hurdle rates. Long-term, low-margin projects are screened out in favor of high-return, short-payback investments that minimize exposure to future uncertainty. Valuation Reset: Inflation hits valuations twice—it lowers expected future real cash flows and increases the discount rate (WACC) used in DCF models, causing a sharp drop in present value.Tactical Case Studies: Masterclasses in ResilienceProcter & Gamble: Used "subtle deflation management" by redesigning pack sizes and promoting premium tiers to protect margins while keeping shelf prices stable.Walmart: Utilized its massive balance sheet as an inflationary hedge, intentionally overstocking inventory to lock in pre-inflation prices and steal market share.Delta Airlines: Increased forecasting velocity from quarterly to weekly to manage the extreme volatility of fuel and labor, allowing for faster operational pivots.The Finance Toolkit for High UncertaintyTo stay strategic, finance professionals must adopt these five non-negotiable tools:Build Scenario-Based Forecasts: Move away from a single base case to "Low, Base, and High" inflation scenarios to stress test margins.Integrate Finance with Sales: Provide the data infrastructure to analyze elasticity in real-time.Rebalance Capital Structure: Aggressively use interest rate swaps or shift to fixed-rate debt to lock in borrowing costs.Enforce Shorter Payback Horizons: Prioritize projects with immediate cash returns to reduce long-term risk.Granular Cost Visibility: Break down cost drivers into specific components (e.g., lithium, copper, regional shipping) rather than broad categories.

Seth Greene is a leading authority on affiliate-driven business growth and the founder of 50 DREAM Affiliates, which he scaled to the Inc. 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, ranked among the top business podcasts to listen to, and a nine-time bestselling author. Seth has been featured on NBC, CBS, Forbes, Inc, and CBS MoneyWatch, is the only person ever nominated three consecutive years for GKIC Marketer of the Year, and is a serial entrepreneur who has founded four successful companies.   Here's some of the topics we covered:   How Seth Built His Edge in Marketing and Business Growth How Seth Helps Investors Scale Faster Without Wasting Money The Sneaky Direct Mail "Ninja" Tactic That Still Crushes Turning Investors Into On Camera Brands Through Short Form Video What "Lumpy Mail" Is and Why It Gets Opened Every Time The Story Behind Seth's Connection to Kevin Harrington of Shark Tank Inside Seth's Proven System for High ROI Marketing Campaigns How Newsjacking Puts You in the Media Without Paying for Ads   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Dime qué piensas del episodio.Hoy, como todos los fines de año, hago un episodio en el que respondo preguntas de gente suscrita a mi newsletter, Oso Trava Daily.Por favor ayúdame y sigue Cracks Podcast en YouTube aquí.“Tu negocio no es el negocio de tu vida, es un laboratorio de aprendizaje.”- Oso Trava @osotravaComparte esta frase en TwitterEste episodio es presentado por Laboratorios LABBE, el laboratorio médico que ofrece una amplia gama de análisis clínicos, recolectados de forma segura en la comodidad de tu hogar y por Hostinger la plataforma que te permite tener un dominio y crear tu página de internet usando inteligencia artificial.Qué puedes aprender hoyCómo saber si de verdad quieres emprenderCómo elegir el negocio correcto para tiCómo construir una marca personal con propósito (no solo followers)*Este episodio es presentado por LABBE¿Sabías que ahora puedes realizarte estudios de laboratorio sin salir de casa u oficina? Ya sea que necesites hacerte análisis por instrucción médica o simplemente para monitorear tus biomarcadores buscando un mejor desempeño, Labbe ofrece una amplia gama de análisis clínicos, recolectados de forma segura en la comodidad de tu hogar.Desde realizarte un perfil de salud general o pruebas específicas, su equipo de profesionales garantiza un servicio de alta calidad y resultados confiables.Para ti que escuchas cracks LABBE te regala 10% de descuento al solicitar tus estudios en labbe.mx usando el código: CRACKS”*Este episodio es presentado por HostingerTengo más de 50 dominios registrados. Sí… cada vez que se me ocurre una idea de negocio, lo primero que hago es asegurar el dominio.Porque para mí, una idea sin dominio… es como una empresa sin nombre.Y es que hoy, si quieres ganar dinero en internet, necesitas una página web.Con el plan Business de Hostinger tienes acceso una herramienta de inteligencia artificial que construye el sitio por ti. Solo escribes dos o tres líneas sobre tu proyecto… haces clic… y listo. Después lo puedes editar con funcionalidad de arrastrar y soltar.Y por si fuera poco, ¡también tienes un dominio gratis!Por escuchar Cracks, Hostinger te regala 10% de descuento si vas a hostinger.com/cracks y usas el código CRACKS Ve el episodio en Youtube

Making a Living Trading With 20+ Years of Experience In episode 539 of the Desire To Trade Podcast, you will be listening to an interview with "The Forex Trading Coach", Andrew Mitchem, as he digs into what it actually takes to make a living from trading after decades in the markets. It's a grounded, honest discussion about consistency, risk, mindset, and why most traders quit long before things start to click. If you've ever wondered why some traders survive long-term while others keep restarting, this one connects the dots. The video is also available for you to watch on YouTube. >> Watch the video recording!   Topics Covered In This Episode 00:00 Introduction 00:46 What's new with Andrew Mitchem 01:09  What long-term trading success actually requires 03:07 Trading is a skill, not a shortcut 04:23 How long it really takes to learn trading 05:48 When to stop learning and start executing 09:22 Choosing timeframes that fit your personality 10:33 Learning to wait when there's no trade 12:56 Forex vs other markets today 14:31 Risk management and drawdowns explained 18:01 The truth about prop firm challenges 19:42 Why low risk beats high returns 25:09 Mindset, consistency, and trading as a profession 28:11 Capital management and broker safety 29:51 Where to find Andrew Mitchem (link below) What did you like best in this podcast episode? Let's talk in the comments below, or join me in the Facebook group! Desire To Trade's Top Resources DesireToTRADE Forex Trader Community (free group!) Complete Price Action Strategy Checklist One-Page Trading Plan (free template) Recommended brokers: EightCap (preferred Crypto and FX Broker) AxiTrader (use our link to get a special bonus) Desire To TRADE Academy Get a copy of Prop Trading Secrets (Author: Kathy Lien & Etienne Crete) About The Desire To Trade Podcast Subscribe via iTunes (take 2 seconds and leave the podcast a review!) Subscribe via Stitcher Subscribe via TuneIn Subscribe via Google Play See all podcast episodes What one thing will you implement after listening to this podcast episode? Leave a comment below, or join me in the Facebook group! How to find Andrew Mitchem theforextradingcoach.com What one thing will you implement after listening to this podcast episode? Leave a comment below, or join me in the Facebook group!

Send us a textThe Paint by Murders - Harrisburg Homicide Mysteries podcast is an original podcast based on a series of unpublished mystery novels. It is written, hosted, and narrated by M. Travis DiNicola.This is the first episode of the sixth season.Paint by Murders – Harrisburg Homicide Mysteries, is an original podcast based on my mystery novels. Season four picks up where season three ended, and is based on my novella, MOTIVATIONAL MURDER, and each episode features subsequent installments from the story.In this series the Capital city and its art galleries, bars, restaurants, and long-held secrets are featured in these cozy-inspired mysteries that are as unpredictable as the mighty Susquehanna River it sits onPaint by Murders features the painter, and amateur detective, Keith Reed, his wife Ginger, their crew of neighborhood friends, and the cozy, but sometimes dangerous city of Harrisburg. If you've been enjoying the episodes, please leave a review and share this with your friends.If you would like more information about the project, of have comments you would like to share, please do so on the social media pages where you found this, or email me at paintbymurders@gmail.comThanks for listening.

Après Pieter-Steph du Toit, c'est le Sud-Africain Malcolm Marx qui a été élu meilleur joueur de l'année 2025, de quoi clore en beauté la superbe année des Springboks. A 31 ans et 87 sélections, il est le deuxième talonneur à recevoir cette récompense. Discret mais indispensable sans être parmi les stars de sa sélection, qui est vraiment Malcolm Marx ? Portrait d'un double champion du monde désormais meilleur joueur de la planète rugby. Un podcast présenté par Léa Leostic avec Aurélien Bouisset et Winny Claret.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

"Public markets are behaving more like private markets. Private markets want to behave more like public markets. So actually, they're just one market.What's not the same is the level of research, information, data disclosure. Correct. That's the only difference. It's this information gap that, to us, is the single biggest opportunity now.We think over the course of the next five to 10 years, there'll be more trading venues, more liquidity providers, more market makers, more investor types—all of that. And I think what Smartkarma has always done is be the information flow for part of capital markets.In fact, that sort of 74 billion number, I think, is quite conservative. I've seen other estimates that are close to 120 billion. So it depends on what you see as sort of growth and what you see beyond. But regardless, I think it's very large numbers, and the ratio of exit to invested capital is extremely low. A 50 billion hole is a pretty big hole." - Raghav Kapoor, CEO of SmartkarmaRaghav Kapoor, CEO & co-founder of Smartkarma, joined us for a conversation on the launch of PvtIQ and the structural transformation of Asia's private markets. Drawing from his experience building Smartkarma's independent research platform, Raghav explained how client demand for pre-IPO coverage led to creating PvtIQ, an intelligence platform designed to bridge the critical information gap in Southeast Asia's private markets. We discussed the striking imbalance where $74 billion has been invested into the region's tech ecosystem but only $23 billion has been returned through exits, highlighting the urgent need for better data infrastructure and price discovery. Raghav shared unique insights on how families dominate the region's investment landscape, why private and public markets are converging into one, and his vision for PvtIQ to become the intelligence backbone supporting companies, investors, and regulators in bringing more transparency and efficiency to Asia's rapidly evolving private market ecosystem.Episode Highlights:[00:00] Quote of the Day by Raghav Kapoor[00:57]] Smartkarma launches PvtIQ for Asia's private markets[03:11]] Investors requesting coverage three years before IPO[04:08]] Supporting MAS equity market development program[05:24]] Singapore's public markets languished despite private growth[06:13]] Path from fundraising to public listing explained[08:37]] $74 billion invested, only $23 billion exits[09:45]] Companies need support to achieve IPO readiness[11:00]] Capital chasing deals shifted to improving disclosure[11:57]] Southeast Asia's extreme market fragmentation challenges[13:23]] Families dominate and influence Southeast Asian markets[14:38]] Lack of data creates serious structural challenges[19:01]] Private market investors transitioning from momentum investing[20:18]] Digital banks provide disclosure model for research[21:24]] Late stage private rounds resemble public IPOs[23:26]] Liquidity without information is just volatility[24:06]] Private and public markets converging into one[25:30]] Information gap is the single biggest opportunity[27:00]] Private market research TAM already $8 billion[28:57]] What great looks like: intelligence backbone for Asia's private markets[30:57]] ClosingProfile: Raghav Kapoor, CEO and co-founder, SmartkarmaLinkedIn: https://www.linkedin.com/in/ragkap/Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Recorded in Poddster Singapore

Thanks for watching and listening!Grow your mind capital with this full one-hour mental toughness seminar. Discover the strategies that will help you become mentally stronger and more resilient. Thanks again!

El conjunto entrenado por Hansi Flick gana al Villarreal y termina primero antes del parón navideño. Hablamos del estado actual de la renovación de Vinicius con el Real Madrid  y repasamos la jornada de liga.

John Chang shares a year-end perspective on where commercial real estate stands after 2025 and what he's watching heading into 2026. He breaks down the sharp slowdown in job creation following tariff uncertainty, rising unemployment among young adults, and how those trends are already impacting household formation, apartment absorption, and overall CRE demand. John also explains why institutional capital is quietly coming back off the sidelines, why retail may be the most resilient sector near-term, and how pent-up demand could drive a powerful rebound once economic clarity returns. Despite near-term choppiness, he makes the case that 2025–2026 entry points could set investors up well for the long-term cycle ahead. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Visit bestevercrypto.com today to get started and earn up to $2,500 in bonus crypto. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Excess Returns, we sit down with Adrian Helfert of Westwood to discuss how investors should be thinking about portfolio construction in a market shaped by artificial intelligence, high levels of concentration, shifting interest rate dynamics, and evolving economic signals. The conversation covers how AI-driven capital spending is changing return profiles across markets, why traditional investing rules are breaking down, and how investors can balance growth, income, and risk in an uncertain environment. Adrian shares his framework for understanding return drivers, his views on market concentration and valuation, and how to think about diversification, macro risk, and income generation going forward.Main topics covered• How Westwood frames portfolio construction around capital appreciation, income, and event-driven returns• Why AI spending is both a major opportunity and a growing existential risk for large companies• The sustainability of market concentration and what it means for future returns• Whether higher interest rates really hurt growth stocks the way investors expect• How massive data center and AI capital expenditures could translate into productivity gains• The case for market broadening beyond the Magnificent Seven• Why traditional recession indicators have failed in recent cycles• How inflation, labor markets, and Federal Reserve policy interact today• Rethinking the classic 60/40 portfolio and the role of private markets• Using covered calls and active income strategies to manage risk and generate yieldTimestamps00:00 Introduction and near-term opportunities versus long-term risk02:40 Capital appreciation, income, and event-driven investing framework06:30 Have markets structurally changed to support higher returns09:30 Intangible assets, AI, and margin expansion10:20 The scale of AI and data center capital spending13:00 Productivity gains and return on investment from AI16:00 AI as both opportunity and risk for companies19:30 Market concentration and diversification concerns23:30 Will market leadership eventually broaden25:30 Growth stocks, duration, and interest rates29:30 International diversification and global investing33:30 Why recession indicators have failed39:00 Inflation outlook and Federal Reserve policy46:00 Rethinking the 60/40 portfolio53:00 Enhanced income strategies and covered calls59:00 One investing belief most peers disagree with

Send us a textEveryone talks about rentals and flips but few talk about capital efficiency. In this episode, Ryan breaks down why wholesaling minimizes risk, avoids holding costs, and creates faster cash flow... especially in uncertain markets. If you're trying to make money now instead of waiting 10–20 years, this conversation may completely change how you think about real estate.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...