Podcasts about capital management

In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ interviews Shana Sissel, CAIA & Founder of Banríon Capital Management. Some of the world's biggest and best investors have a secret. Alternatives. Also known as alts. This includes real assets, private equity, hedge style. Strategies and the stuff that never makes the headlines but quietly drives returns. Today we're pulling back the curtain on alts and how they may fit into a smarter, more resilient portfolio. *********To learn more about Banríon Capital Management visithttps://www.banrioncapital.com

Tenerife Real Estate Holdings, LLC v. WM Capital Management, Inc.

Ryan Modesto, CEO & portfolio manager at i2i Capital Management, shares his outlook on North American Equities.

Amidst these very uncertain times in the economy, geopolitics, and asset prices, it was excellent to welcome Alberto Gallo, founder and CIO of Andromeda Capital Management, back to the Alpha Exchange. Our conversation first considers the long arc of post-crisis monetary policy. Here, Alberto argues that extended quantitative easing, while stabilizing in the short run, carried structural side effects over time—capital misallocation, corporate consolidation, and widening inequality. He notes that central bank balance sheets remain large and that markets today send mixed signals: stability in rates and credit alongside strength in precious metals. We then turn to Andromeda's approach to finding value in credit markets. Alberto frames bonds as embedded short-volatility instruments and describes a strategy that seeks asymmetric gain-to-loss profiles, liquidity, and convexity. A major focus is the rapid expansion of private credit—five-year lockups, high-single-digit returns achieved in benign conditions, sector concentration in technology, and insurer ownership structures. With spreads near multi-decade tights, he questions whether investors are adequately compensated for default, liquidity, and volatility risk. We close on AI-driven capex, fiscal dominance, and elevated debt levels. Alberto frames the future as a distribution with meaningful tails and argues that current pricing reflects limited uncertainty at a moment of structural transition. You can learn more about the firm at https://andromedainvestors.com/

In this episode of the Planet MicroCap Podcast, I'm joined by Jim Zimmerman, Founder & Fund Manager, and Abby Zimmerman, Research Analyst, of Lowell Capital Management to talk about their disciplined small-cap strategy built around what they call the “Fort Knox” balance sheet. At its core, it's about owning resilient, cash-generative businesses with little to no debt—companies that can not only survive volatility but use it to their advantage. We dive into why they focus on operating cash flow over EBITDA, how they hunt for overlooked “boring” niche leaders trading at value prices, what they look for in management teams, and why constant re-underwriting—“buy and homework,” not just buy and hold—is critical to long-term compounding in microcaps. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Lowell Capital Management, please visit: https://www.lowellcapitalmgmt.com/  Chapters: 00:00 Introduction to Lowell Capital Management 04:45 Jim Zimmerman's Investment Journey 09:52 Abby Zimmerman's Perspective on Investing 14:54 Core Investment Philosophy and Strategy 19:39 Engaging with Management and Assessing Companies 22:42 Evaluating Company Fundamentals 26:51 Avoiding Value Traps 29:37 Idea Generation and Networking 33:49 Learning from Investment Experiences 39:38 Evolving Investment Strategies Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

In this episode of Fast Forward, host Andrea Hotter dives deep into the unpredictable world of copper markets with industry veteran David Lilley of Drakewood Capital Management. Together, they explore how copper has shifted from a supply-and-demand-driven commodity to one influenced by fear, forward expectations and geopolitical tensions.  Discover why raw materials like copper could become the ultimate constraint in an AI-powered world, overshadowing manufacturing capabilities. From the impact of deglobalization and strategic stockpiling to the rise of electronic waste recycling, this episode unpacks the challenges and opportunities shaping the future of critical minerals.  This conversation is a must-listen for anyone navigating the complexities of the global commodities landscape. Tune in to learn why "fear has become a fundamental" and how copper could define the next decade of innovation and resilience.  Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/   

In this episode of the Robertson + Easterling podcast, Craig Robertson is joined by new podcast sponsor Ethan and Stephanie Kelly of Providence Capital Management for a practical, wide-ranging conversation about estate planning, wealth management, insurance and retirement strategies. This discussion is designed for anyone who wants a clearer understanding of how financial decisions made today shape long-term stability—whether you are navigating a major life transition like divorce or simply trying to be more intentional about your future. Together, they break down complex topics like estate planning instruments, as well as a discussion about retirement and beneficiary designations in a way that is approachable and grounded in real life. Ethan and Stephanie bring a fiduciary perspective focused on clarity, coordination, and thoughtful planning as opposed to fear or urgency. This episode is not about reacting to crisis. It is about understanding the systems that protect your family, your assets, and your long-term goals without government interference, and learning how legal and financial planning works best when aligned.

Send us a textIn the Season 7 premiere of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested battle between two infrastructure ETFs. Who wins the battle?Program judges David Dierking at TheStreet and Shana Sissel at Banríon Capital Management examine this ETF battle between GRID (First Trust), and DTCR (Global X). Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#ETF #datacenter #electrification #stockmarket*********Get in touch with our judgesDavid Dierking, CFA, ETF Analyst https://etffocus.beehiiv.com

Send us a textIn the Season 7 premiere of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested battle between two robotics ETFs. Who wins the battle?Program judges David Dierking at TheStreet and Shana Sissel at Banríon Capital Management examine this ETF battle between BOTZ (Global X), and ROBO (Robo Global). Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#ETF #robotics #ai #stockmarket

Denham Capital Management LP v. Bessent

https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-traditional-vs-independent-advisors

https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-traditional-vs-independent-advisors

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-overcoming-financial-fears-with-knowledge-and-strategy

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-building-trust-in-financial-advisory

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-securing-financial-future-through-holistic-planning

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-building-trust-in-financial-advisory

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-securing-financial-future-through-holistic-planning

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients' best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.Under Randy's leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.Learn more: http://www.huxcapitalmanagement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-overcoming-financial-fears-with-knowledge-and-strategy

Send us a textBrian Fauver, Partner at Hargett Hunter Capital Management, joins Zack Oates to share how investors evaluate restaurant brands through the lens of guest experience. With nearly two decades of experience investing in hospitality, Brian explains why authenticity, hospitality, and emotional connection matter just as much as unit economics when building brands that last.Zack and Brian discuss: Why restaurants create powerful guest loyalty What investors look for beyond unit economics The difference between service and true hospitality Why authenticity cannot be manufactured How guest feedback protects brand trust as concepts scaleThanks, Brian!Links:https://www.linkedin.com/in/brian-fauver-1639471/https://www.linkedin.com/company/hargett-hunter/about/https://hargetthunter.com/

Tyler Lovingood   Shell Capital Management is an independent registered investment advisor, a fiduciary, always acting in your best interest. It's time to take your business and personal asset management to the next level, not by vanilla stock and bond allocation, but by Shell Capital's Asymmetry® managed portfolios, wealth strategy and exit planning. Our Community Partner for […]

NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing in unloved small-caps that lead their little market niches. These companies are often down a lot over the past year, trade at low valuation multiples, and pay shareholders via dividends/buybacks/and debt reduction. I love this podcast because Tim uses three trade ideas that are all different. One's a consumer health company, another is a school supplies manufacturer, and another one is a gold miner. If you like new idea generation, you will love this podcast. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), joins us for a comprehensive update on all the development work going on at ground level now that  the Company has secured all of the required approvals and permits from the Mexican Federal Environmental Department (“SEMARNAT”) to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico.  We also discuss the upcoming underground PEA, set for release later this month, the coming regional drill programs to the north and south of El Tigre, and the capital management flexibility that the company has moving into 2026.   With all approvals for the Project now granted, Silver Tiger is advancing the El Tigre Project towards construction over the 18-month plan, as outlined in the October 2024 Preliminary Feasibility Study (PFS) for the Project. Glenn shares with us the many earlier-stage initiatives their operations team, led by VP of Operations, Francisco Albelais, was working on for the last half of 2025,  like building the 365 day per year haulage road, and the 6 months of detailed engineering work that is mostly completed and gives them a large head start on hitting the ground running now that the permit is in hand.    Glenn highlights that in addition to more land clearing and surface earth works, that a key initiative is optimizing the road already built with a new bridge currently in review with engineering and slated to be built over the next few months.  Another priority is the building of the camp to house all the staff that will be working on-site from here on out.  Additionally, there will be water wells completed, and all the workstreams that flow into the final engineering plan.    All of this derisking sets the company up for even better debt terms, and gives them a huge head start into the eventual mine construction beginning over the course of this year.   We also recap all the exploration, development, and derisking work that has gone into the upcoming imminent release of the Preliminary Economic Assessment (PEA) for the underground mine, set to release to the market later in January. The team at Silver Tiger has been compiling the last 5 years of work delineating the 113 million ounces of silver equivalent resources in the high-grade veins, shale, and sulphide zones underground portion of El Tigre, the metallurgical studies, and engineering work to be able to release the upcoming PEA early in Q1.   This report will center around the already permitted underground scenario utilizing an 800 tonnes-per-day (tpd) mill, and focusing on the initial first 10 years of mine life.   With regards to the capital management strategy, and the coming debt term sheets and how the company will fund the remaining capex for the mine build, Glenn shares the flexibility and optionality that their team now has, after having raised CAD$40 Million bought deal financing with a syndicate of underwriters led by BMO Capital Markets and Stifel Nicolaus Canada in the late Fall last year.  When combined with the ~CAD$30 million the company already had in their treasury, they essentially have a large percentage of the US$85 million capex needed to build the bulk tonnage surface mine at El Tigre.  This means that they can negotiate less restrictive debt covenants, giving them the flexibility to keep pursuing work on the underground strategy, as well as regional exploration to the north and south of El Tigre.      If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Silver Tiger Metals at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Silver Tiger Metals   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Host Brad Wright is joined by Mike Gibbs, Managing Director and Lead Portfolio Manager at Gibbs Capital Management Mike is responsible for the Gibbs Portfolios offered by his group as well as the U.S. equity sector research and recommendations. He also serves on the Raymond James Investment Strategy Committee. Gibbs Capital Management is a division of Eagle Asset Management and owned by Raymond James Investment Management. They discuss: -The benefits of dividend investing for both retirees and clients still in the accumulation phase -Mike's new ETF offering, RJDI Gibbs Capital Management Websites: https://www.eagleasset.com/gibbs-capital-management https://www.rjetfs.com/investment-strategies/rjdi (for the ETF) Contact: Chad Stone at chad.stone@rjivestmentmanagement.com -For more info on RJDI or the SMA -To begin receiving Mike's Weekly Market Guide

Nokukhanya Mntambo speaks to Mphahlela Mokgatle, Equity Partner at BDO, about why companies can be profitable on paper yet still run into cash flow problems or collapse, highlighting how poor liquidity and mis-aligned capital strategies, not earnings, often sink otherwise successful businesses. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Chris Abbott of 1035 Capital Management joins the podcast this week to pitch more interesting stock ideas. We discuss: Comstock (LODE)SkyX Platform (SKYX)Mobilicom (MOB)Research Frontiers (REFR)I love chatting with Chris because I always find new investments ideas and learn something different. Chris has a unique way of looking for and at investment situations, and I know you will enjoy this conversation.

Send us a textIn this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested battle between three high conviction ETFs. Who wins the battle?Program judges Shana Sissel at Banríon Capital Management and Tony Dong, an independent ETF analyst examine this ETF battle between TOPT (BlackRock), CNEQ (Alger) and BKCG (BNY). Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#ETF #investing #stockmarket #concentration*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

The first half was a story of volatility driven by tariffs, while fears of an economic downturn and monetary policy are the most recent concerns facing investors according to Shana Sissel of Banríon Capital Management. Sissel thinks fear of an A.I. bubble are overblown as the massive investments into A.I. are not leading to massive margin expansions like during the Dotcom Bubble. She sees Bitcoin's recent sell-off as a buying opportunity as the broadening institutionalization of crypto means there are long-term tailwinds for the asset class.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

My guest on the show this week is Jake Barfield, the founder of Asheville Capital Management, a long-only investment firm that seeks to invest in world-class companies before they are broadly recognized as such. Jake is also the host of his own podcast, Quality Investing. In this informative episode, we covered: The founding inspiration for Asheville; The type of companies that Jake is NOT going to invest in; Position sizing and concentration; What Jake finds so interesting about a company called InPost; and Why he decided to start his own podcast. For more information, please check out Jake's website, and Jake's excellent podcast, Quality Investing. 

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into private credit and building an asset management business inside of a leading global bank.We sat down in Nomura's NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and RIAs. Prior to Alterum, he was a Senior Managing Director and member of the Executive Committee at FS Investments, where he was responsible for Corporate Development. He also spent 7 years at JP Morgan across Asset & Wealth Management. He joined JP Morgan from Russell Investments, where he was a member of the Executive Committee. He started his professional career at McKinsey & Company, where he was a Partner serving clients in asset management, investment banking, insurance, and private equity.Robert brings both a consultant's analytical perspective and an operator's practical approach to his work building the credit business at Nomura Capital Management.Robert and I had a fascinating and wide-ranging discussion about building an asset management business in a fast-growing segment of private markets: private credit. We covered:The state of the private credit market.How to build an asset management business.What it takes to work with the wealth channel.The entrepreneurial spirit of RIAs.Open architecture vs closed architecture in private credit.Keys to success in the evergreen fund space.Thanks Robert for coming on the show to share your wisdom and expertise on private markets and wealth management.Show Notes00:00 Message from Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast02:06 Guest Introduction: Robert Stark03:18 Building an Asset Management Business03:42 Evolution of Asset Management Industry04:01 Regulatory Environment and Market Structure05:12 Challenges in Asset Management08:24 Importance of the Right People08:44 Private Credit Business at Nomura09:59 Diversification in Private Credit10:47 Secular Trends in Private Credit11:15 Client-Centric Solutions19:00 Origination in Private Credit20:07 Open vs. Closed Architecture22:45 Product Development and Client Feedback24:22 Early Stages of Private Credit Solutions25:43 Future of Evergreen Funds27:29 Investor Interests and Needs27:47 Building a Trusted Brand28:18 Challenges of Entrepreneurship28:46 Capital and Talent Requirements29:23 Nomura's Long-Term Vision30:12 Nomura's Wealth Management Legacy30:49 Expanding in the US Market31:32 Japanese Investment Culture32:07 Open Architecture Strategy32:34 Global Network and Client Access34:32 Challenges of Working with RIAs36:19 Fiduciary Alignment37:04 Partnerships and Client Success37:56 Strategic Acquisitions39:50 Evolution of the RIA Segment44:44 Long-Term Business Planning46:39 Future of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

Justin Bass, Managing Director for MAI Capital Management joins us to discuss athletes as business people and the evolution of the empowered athlete off the field of play. Endorsement and investment opportunities have greatly changed over the years and athletes are earning more money than ever before. Bass serves as a “Financial QB” to his clients, and in this episode, he shares valuable insights. Bass also shares the origin story of MAI Capital Management and tells us how the firm started back in 1973. LISTEN to Sports Business Radio on Apple podcasts or Spotify podcasts. Give Sports Business Radio a 5-star rating if you enjoy our podcast. Click on the plus sign on our Apple Podcasts page and follow the Sports Business Radio podcast. WATCH Sports Business Radio interviews by going to https://www.youtube.com/@sportsbusinessradiopodcast. Follow Sports Business Radio on Twitter @SBRadio and on Instagram, Threads and Tik Tok @SportsBusinessRadio. This week's edition of Sports Business Radio is presented by MAI Capital – the exclusive financial partner of Sports Business Radio. MAI Capital is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the wealth they work so hard to build.  Founded in 1973, the firm helps clients achieve their vision and goals through objective advice, tailored planning, comprehensive and integrated solutions, and highly personal service. For more information, visit www.mai.capital or MAI's company page on LinkedIn.   #FinancialLiteracy #AthleteCEO #Finance #Money #SportsBusiness  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wonder how a profitable company can suddenly face bankruptcy? The answer lies in Working Capital Management (WCM). In this episode of Corporate Finance Explained on FinPod, we delve beyond profit margins to examine the daily cash battle that determines a company's survival and growth.We unpack the paradox of being "paper rich, cash poor" and reveal how WCM masters, such as Apple and Walmart, have turned liquidity into a competitive weapon, while others have learned the hard way that neglecting cash flow can destroy value.This episode covers:The WCM Paradox: Understanding the critical difference between long-term profit and short-term liquidity, and how a broken Cash Conversion Cycle (CCC) can lead to failure.Strategic Mastery: How companies achieve strategic negative working capital by using market leverage to get cash from customers instantly while stretching payments to suppliers (effectively an interest-free loan from the supply chain).Lessons from Failure: The stark warning from Kraft Heinz, where a WCM breakdown—bloated inventory and slow receivables—led directly to a painful dividend cut, showing WCM discipline is not optional.The Finance Playbook: Five core strategies every professional must champion to weaponize WCM, including tightening Accounts Receivable terms, centralizing cash with Treasury Management, and using AI for demand forecasting.Critical Ratios: The importance of stress testing your short-term resilience and knowing key ratios that signal liquidity risk long before the crisis hits.

In this conversation, Keith Pinder discusses his extensive experience in the financial markets and real estate investment. He emphasizes the importance of understanding real estate as an investment tool and the need for a holistic approach to client needs. Keith shares insights on navigating the complexities of the real estate market, the significance of fiduciary responsibility, and his journey from hedge funds to managing capital for qualified investors. He also highlights the misconceptions surrounding real estate and the importance of context in investment decisions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Special purpose vehicles are the biggest underworld in startups. They're creating more opportunity to invest in some of the biggest companies in the world. That doesn't mean they don't come with risk. Peter Walker from Carta gives us a full breakdown. 00:00 Too Good to Be True?  01:05 Deep Dive into SPVs  04:03 The Growth and Impact of SPVs  06:04 Understanding SPVs in Venture Capital  23:31 The AI Bubble and Its Implications  32:43 Will Startups Shut Down? 33:52 Hiring and Firing in Startups 39:09 Private Equity vs. Venture Capital 44:28 AI's Role in Business Strategy 55:03 Navigating Uncertainty and Capital Management 58:23 Concluding Thoughts and Advice for Entrepreneurs   Thanks for tuning in! Catch new episodes every Wednesday.  Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!

My guest on the show today is Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management. In this episode, Balkar shares his unique path from engineering to investing, and why he built White Falcon around an unconstrained, opportunistic philosophy — one that rejects traditional style boxes like “growth” or “value.” We dive into White Falcon's three “engines” — Compounders, Value Today, and Value Tomorrow — and how, for Balkar, this structure should result in part of the portfolio always working. Balkar walks through case studies, explaining how he looks for quality businesses facing temporary challenges, and how narrative shifts and multiple expansion drive returns over a three-year horizon. We also discuss the lessons he's learned in managing value traps, how he's thinking about AI as an investor, and the importance of evolving your process over time. At the heart of it all is a focus on quality management, incentives, and high-conviction positions in a concentrated 20-stock North American portfolio. For more information about White Falcon Capital Management, please visit: https://www.whitefalconcap.com/ You can Follow Balkar on Twitter/X @WhiteFalconCap: https://x.com/whitefalconcap Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Brendan Caldwell, chief investment officer & president of i2i Capital Management, shares his outlook on North American Equities.

Host Gil Bashe welcomes Milind Kamkolkar a globally recognized healthcare & life sciences technology executive and venture leader with over two decades of experience building and scaling companies and market-leading capabilities at the intersection of life sciences, healthcare, and deep tech. He has co-founded and incubated multiple breakthrough startups—including ventures at Flagship Pioneering, RA Capital, Arch, and General Catalyst—raising nearly $500M in funding. As the first Chief Data Officer in global pharma (Sanofi) and a senior executive at Novartis, Milind pioneered enterprise AI transformations and forged strategic alliances with Apple, AWS, Microsoft, and Google. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

It was a pleasure to welcome David Puritz back to the Alpha Exchange. A colleague of mine from 25 years ago and now the CIO of Shaolin Capital Management, Dave has some excellent insights to share on uncorrelated investing broadly and on the current state of convertible bond trading, risk, and liquidity, specifically. When he last joined the podcast in 2021, the Fed was still at zero, five-year yields were 75bps and Dave warned investors to avoid long-duration, low-coupon converts. The epic drawdown in bonds in 2022 made that call quite prescient.We talk about some of the pricing dynamics within converts, where Dave sees the risk of being wrong as especially high. Here, he points to the pricing of high implied vol underlyings that can suffer from vol compression that is not offset by a tightening of credit spreads. Overall, he sees many areas of the converts market with little margin for error. On the risk management front, Dave states that in order to get a position to a fully desired sizing, the first purchases generally need to be made at the wrong price. In fact, he says, “you want to be wrong” on your earliest purchases and be averaging in at lower levels. In this context, we explore the notion of cheapness and finding value in the convert space. Dave differentiates between fundamental value, value in beta and technical value.With deficits soaring and the traditional stock-bond hedge broken, we also talk about Dave's thinking on hedging fiat currency risk. He argues that Bitcoin—once dismissed as too volatile—is increasingly functioning as a digital form of scarcity, a portfolio hedge alongside gold in a world of relentless money creation. He also shares some very interesting insights onBitcoin-linked equites like miners and the potential applications to AI.I hope you enjoy this episode of the Alpha Exchange, my conversation with Dave Puritz.

Peter Hodson, chief investment officer & president of i2i Capital Management, shares his outlook on North American Small & Mid-Caps.

My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses. We dive into his exclusive focus on international micro and small caps, a “target-rich universe” of some 15,000 listed companies in developed markets outside the US. Ben explains why these overlooked businesses — often with no sell-side coverage and tiny trading volumes — present compelling opportunities for investors willing to dig deeper. Ben also details his boots-on-the-ground due diligence process, including traveling globally to meet management teams, comparing companies to global peers, and navigating cultural nuances when assessing business quality and long-term growth. We talk about his “pseudo-activist” engagement approach, where he works alongside management to improve disclosures, expand investor outreach, and unlock value. Finally, Ben shares a case study of a Japanese procurement software company he helped bring onto investors' radar, and offers perspective on why US outperformance may be cyclical — and why international microcaps deserve a place in more portfolios. For more information about Ben Finser and Fin Capital Management, please visit: https://fincapitalmanagement.com Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

This is Part 12 of Steve Coughran's book Cash Flow. Steve introduces the Cash Flow Scorecard—a simple framework to diagnose where your business is leaking cash across the seven key levers. By scoring each area, you can pinpoint constraints, prioritize fixes, and build a roadmap for stronger free cash flow and long-term value.LinkedIn | YouTube coltivar.com

This is Part 12 of Steve Coughran's book Cash Flow. In this section, Steve introduces the Cashflow Scorecard—a simple framework to diagnose where your business is leaking cash across the seven key levers. By scoring each area, you can pinpoint constraints, prioritize fixes, and build a roadmap for stronger free cash flow and long-term value.LinkedIn | YouTube coltivar.com/byfiq

In this thought-provoking episode, Paul Musson, President of Paddington Capital Management and author of Capital Offence: Why Some Benefit at Your Expense, breaks down how flawed monetary systems impact us all. From distorted interest rates to rising housing prices, Paul reveals why future generations bear the cost—and what we can do to fix it.00:35- About Paul MussonPaul is the President of Paddington Capital Management Inc.He's an author of a book titled Capital Offence: Why Some Benefit at Your Expense.

My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in small cap US equities that goes back to the early 2000s. We haven't had many managers who actively short on the podcast and I was curious to hear from Andy about: How Kettle Hill is differentiated versus other hedge funds; What he thinks about the small cap investing landscape today; The difference between a stock that fits in the long book versus in the short book; What it has been like to be a short investor in recent years; and How he thinks about concentration and risk management.

Jonathan Booth, Chartered Financial Analyst and CPA accredited in business valuation, joins Discover Lafayette to share his remarkable journey from being a young boy of 11 years of age falling in love with stock investments to CEO and Managing Partner of Booth Laird Capital Management, a boutique investment firm based in Lafayette. “My uncle would buy me stock in McDonald's…that was my birthday and Christmas present every year from all the family members instead of toys.” Jonathan's early exposure to investing—paired with a deep appreciation for Warren Buffett's philosophy of buying undervalued companies with strong fundamentals—set the tone for a career defined by rigorous analysis and long-term strategy. He emphasizes patience and discipline, especially in volatile markets: "I loved it. My uncle and I would go over the earnings releases. By the time I was in high school, I was managing my own portfolio of stocks. When I was 19, he took me to the Berkshire Hathaway annual meeting, Warren Buffett's company. They call that the Woodstock for capitalists. It's a chance to listen to Warren Buffett talk for six hours. I didn't know what to expect, but you just sit there and listen to the Oracle of Omaha, as they call him, spew wisdom." A passionate and disciplined financial strategist, Jonathan also serves on the board of FlyGuys, the Lafayette-based drone data company in which Kevin O'Leary of Shark Tank fame recently invested $3 million in a $13 million Series A-1 funding round and led the round; O'Leary's Wonder Fund investment will accelerate software innovation, expand global reach, and strengthen the commercial drone workforce. Quote from Kevin O'Leary on LinkedIn: "Big news. I recently led a $13 million Series A-1 round through the Wonder Fund North Dakota. The investment went into a company that's redefining how the physical world feeds the AI economy.Meet FlyGuys — a national network of over 16,000 FAA-certified drone pilots powering the capture and delivery of reality data at scale. From thermal roof scans to solar inspections, agriculture, and infrastructure, they handle it all. FlyGuys is the connective tissue between AI platforms and the physical world.I backed this team because their software is built to scale, their operations are rooted in service and precision, and their impact is real. AI platforms depend on clean, reliable inputs, and FlyGuys delivers exactly that. They're not just serving today's use cases, they're building global infrastructure for tomorrow's AI economy, while creating new income opportunities for drone pilots around the world. Data is the new oil. AI can't function without it. FlyGuys is building the pipeline." A native of Baton Rouge, and graduate of Catholic High and LSU, Jonathan originally pursued accounting. "I got a scholarship from the College of Business, and I chose accounting because I already did it. After my first semester, my professor hired me to work at his private accounting practice because I did pretty well in the class. And so I just kept getting pulled along into accounting and got my bachelor's and master's in accounting. Jonathan's performance earned him a rare honor: “I passed the CPA exam in 2006 with one of the ten highest scores in the world, known as the Elijah Watt Sells Award.” He also passed all three levels of the Chartered Financial Analyst (CFA) exam (a minimum of three years of exams) on his first attempt. While working at Ernst & Young, Jonathan maintained his passion for investing, ultimately founding Booth Laird Capital Management. Alongside his partner Kevin Laird, Jonathan focuses on concentrated investment strategies, targeting exceptional businesses and waiting for undervaluation. “We call them compounding machines,” he explained. "The term 'hedge fund' scares a lot of people, but it's truly just the way the fund is structured. It allows us the ability and freedom to invest more as we see fit.

Kristen Van Gelder is Partner and Co-CIO at Evanston Capital Mangement, where she has spent her entire career since college.  We begin our conversation with the roots of Kristen's career, which corresponds quite closely with the roots and growth of Evanston Capital Management from the Northwestern University Endowment Management Team. Her career has spanned a significant period in the evolution and use of hedge funds in a portfolio and we spend some time on this, given the enduring focus on Evanston on this particular asset class. Kristen's view is nuanced and original and it is particularly interesting to probe beneath the headlines to assess the true state of affairs for this still significant asset area.  Finally we reflect on advice she internalized in recent years (from a unique source, it must be said) to be secure in “running her own race”. We discuss this as advice for the next generation. Thank you to GCM Grosvenor and Resolute Investment Managers, Inc. for sponsoring Series 3 of 2025. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments. With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. 

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR AcademyThis episode is sponsored by…PPR CAPITAL:Build long-term wealth through passive real estate investing with PPR's income and opportunity funds: https://pprcapitalmgmt.com/renttoretirementLooking to grow your wealth with less hassle and more predictability? In this special episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster bring you an exclusive webinar with PPR Capital Management—a powerhouse in passive investing through real estate-backed mortgage notes and innovative commercial assets like Tommy's Car Washes.Learn how seasoned investors are achieving 8–14%+ annual returns with asset-backed strategies that require no property management or syndication risk. Discover how PPR structures its funds, minimizes risk through massive diversification, and why institutional investors are getting on board.Whether you're a seasoned investor or looking for your next hands-off strategy, this episode breaks it all down for you.⏱️ Timestamps:00:00 - Intro: Active vs. Passive Wealth Building01:45 - Why Turnkey Investors Should Consider Notes04:00 - Meet PPR Capital Management07:00 - What Are Mortgage Notes & How They Work13:45 - Liquidity & Diversification Explained17:00 - How PPR Makes Money on Non-Performing Loans19:10 - Real-World Case Studies: Note Turnarounds23:00 - Trade Snapshot: $34M in Realized Gains26:00 - PPR's Commercial Real Estate Strategy30:00 - Investing in Tommy's Car Washes for Higher Returns34:45 - Car Wash ROI, Subscriptions & Exit Strategy36:15 - Fund Structures & Investment Minimums40:00 - Compounding Options & Strategy Tips44:30 - Risk Mitigation & Fund Strength Explained48:00 - Why Fund Diversification Beats Syndications50:00 - Final Thoughts & How to Get Started

Rusheen Capital Management is a Santa Monica, CA-based private equity firm that invests in growth-stage companies in the carbon capture and utilization, low-carbon energy, and water sustainability sectors.–Prior to co-founding Rusheen, Jim started, invested in and run numerous companies. These include: US Renewables Group (Founder & Managing Partner), Stamps.com, Inc. (NASDAQ:STMP – Founder), Spoke Software, Inc. (Founder & CEO), Archive, Inc. (Founder & CEO – sold to Cyclone Commerce), NanoH2O, Inc. (Founder & Board Member – sold to LG Chemical), SolarReserve (Founder & Board Member), Fulcrum Bioenergy, Inc. (Founder & Board Member), Common Assets (Founder & Board Member – sold to NASDAQ:SCTY), SET Technology (Board Member) and OH Energy, Inc. (Founder & Board Member).–In this podcast, we talked about why investors should remain optimistic about investing in climate, how reliability trumps novelty in the energy sector every time, the need for geoengineering as today's Tylenol, how tithing and the Giving Pledge can catalyze funding from 650,000 ultra high net worth families to address climate's toughest challenges, why we need new financial structures to match the 10-20 year nature of hard tech climate solutions, and why he likes to walk in the dark in Southern California canyons to hear whispers of insights about business and life.–

Since 2016, Ken Hersh has served as President and CEO of the George W. Bush Presidential Center which houses the George W. Bush Library and Museum and the George W. Bush Institute.  In 1988, he co-founded NGP Energy Capital Management, one of the nation's largest natural resources private equity firms which pioneered private capital investing in the sector. Until 2016, he served as CEO, investing over $12 billion, earning a 27-year 30% annualized rate of return, making it one of the nation's leading private investors.  In 2023, the Oil and Gas Investor magazine inducted Ken into its Hart Energy Hall of Fame as one of the top 50 “pioneering men and women who have shaped energy over the last half century.” Additionally, Ken manages his family office that invests across multiple industries. He sits on numerous corporate and not-for-profit boards, including the Texas Rangers Baseball Club. He sits on the Board of Overseers of the Hoover Institution and is a member of the Council on Foreign Relations. Links:  George W. Bush Presidential Center - https://www.bushcenter.org/ Support our Sponsors Ramp: https://ramp.com/fort Vesto: https://www.vesto.com/fort Topics: (00:00:00) - Intro (00:03:53) - Ken's early career (00:16:36) - Richard Rainwater and creating NGP (00:29:25) - The original thesis for NGP (00:34:55) - Scaling NGP (00:46:36) - The Shale revolution (00:49:29) - Horizontal Drilling in 2025 (00:51:45) - The importance of having a great business partner (00:54:01) - Is “Let's back teams” still the best investment model? (00:55:01) - Ken's approach to raising capital (00:56:37) - Is there a modern-day Richard Rainwater? (00:58:34) - When a deal goes wrong (01:06:04) - The global state of energy in 2025 Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO