Podcasts about capital markets

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios.Host Oscar Pulido sits down with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, live from the Future Proof Festival in Huntington Beach. Together, they discuss why prioritizing income over duration is the key theme in today's bond markets, and how investors can uncover opportunities across geographies and asset classes. Rick emphasizes the importance of dynamic, flexible portfolio construction. With fixed income yields at levels not seen in decades, investors now have the chance to rethink their allocations and position portfolios for long-term growth.Sources: BlackRock Fixed Income Q3 Outlook, Bloomberg as of Tuesday 9th September 2025Key moments in this episode:00:00 Introduction01:28 Rick Rieder's High Level Insights on Fixed Income Landscape02:04 Economic Forces and Investment Strategies02:56 Global Fixed Income: Opportunities and Risks06:51 Dynamic Asset Allocation and Portfolio Management12:12 Currency Views and Market Predictions13:49 Conclusion: Staying in the Game16:16 Outro and Next Episode on InfrastructureFixed income investing, Capital markets, Megaforces, Stock market trends, BlackRockThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this Five Minute Friday episode, Bill Condon and Matt McGregor discuss their most memorable deals in their brokerage careers. Bill recounts a high-stakes sale involving 500,000 feet of warehouse space for storing high-end toys, which faced a last-minute hurdle with the fire department. Matt shares his experience from his first year in the business, involving a significant build-to-suit project for Pacific Crest Cabinets. Both highlight the importance of forming lasting relationships with clients beyond the deals themselves.   00:00 Introduction and Impressive Sales Achievement 00:42 Welcome to Five Minute Friday 00:55 Bill's Most Memorable Deal 03:10 Matt's Most Memorable Deal 05:23 Conclusion and Reflections

Send us a textOn this episode I'm joined by frequent guest Roosevelt Bowman, Senior Investment Strategist at Bernstein. We discuss the recently released economic data on jobs and inflation. We cover what this data means for the economy, the stock market, and bonds. We discuss the impact of the AI trade on the stock market and how to think opportunistically even with markets at all-time highs. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

In this episode of Tank Talks, host Matt Cohen sits down with Nikunj Kothari, Partner at FPV Ventures, to explore his journey from product leader at LinkedIn, Opendoor, and Meter to early-stage investor. Nikunj shares candid insights on why the best companies thrive under benevolent dictatorships, how AI is reshaping SaaS pricing models, and what makes founders truly exceptional.From his early years growing up in India to becoming one of the most thoughtful voices in venture, Nikunj opens up about his decision to leave operating roles, his angel investing beginnings, and his transition to VC at storied firm Khosla Ventures before joining FPV. He also dives deep into evaluating founders, navigating hypergrowth, and why outcome-based pricing may define the next decade of SaaS.Whether you're a founder looking to scale, an investor trying to spot the next breakout company, or simply curious about how AI is rewriting business models, this episode is packed with hard-earned lessons and bold ideas.A Quick Word from our Sponsor, FaskenAt Fasken, our clients don't wait for the future. They build it. As the first and largest dedicated emerging tech practice in Canada, our team is composed of founders, ex in-house counsel, developers and business advisors who have guided clients from startup, to scale-up, to exit. The trust of our clients has enabled us to consistently rank at the top of every major Canadian M&A, Capital Markets and Venture Capital league table. With deep industry knowledge and experience across all areas of emerging and high growth technology including ClimateTech, MedTech, Artificial Intelligence, Fintech, and AgTech we're your partners within the innovation ecosystem as you transform the landscape of what's possible.Tomorrow starts here. Own it with us.For more information, visit fasken.com/emergingtech and follow us on LinkedIn.From India to Silicon Valley: Nikunj's Early Journey (00:08:21)How his blend of engineering, design, and business led him to product management at LinkedIn and startups.Learning From Hypergrowth at LinkedIn and Opendoor (00:011:23)Why talent density and ambitious missions drive scaling organizations.The Investor's Lens: Spotting Latitude in Founders (00:013:32)Nikunj's framework for evaluating founder vision and depth at the earliest stages.Why the Best Companies Are Benevolent Dictatorships (00:015:39)How companies like Shopify and Coinbase thrive under strong, opinionated leaders.The Tension for Non-Founders in Dictatorship Environments (00:21:09)Nikunj's personal lessons as a PM executing a founder's vision.The Pivot to Investing: From Angel Checks to Khosla Ventures (00:23:26)Why he left operating roles, and what he had to unlearn as he became a VC.Joining FPV Ventures and Betting on Founder POVs (00:27:18)How FPV approaches concentrated early-stage investing with diligence and conviction.Gross Margins, Kingmaking, and the VC Trap (00:32:09)Why focusing on revenue quality matters more than chasing top-line growth.AI and the Future of SaaS Pricing Models (00:39:31)How outcome-based and usage-based pricing will disrupt per-seat SaaS models.Navigating Enterprise AI Adoption (00:44:22)The role of champions in enterprise sales and lessons from scar tissue in early adoption.Competing in Crowded Markets: The Series A Challenge (00:47:31)Why exceptional founders and market depth matter more than being first.Hot Takes: Solo Founders in the AI Era and the Future of IPOs (00:54:24)Nikunj's contrarian views on solo founders and whether Canva will go public.About Nikunj KothariNikunj Kothari is a Partner at FPV Ventures, where he focuses on early-stage investments with a founder-first approach. Previously, he was a product leader at LinkedIn, Opendoor, and Meter, where he helped scale hypergrowth startups and navigate tough product challenges. Nikunj began angel investing while at Opendoor and later joined Khosla Ventures, before moving to FPV to pursue concentrated, high-conviction seed and Series A investments. Known for his sharp writing on venture and product strategy, Nikunj has become a leading voice on topics ranging from benevolent dictatorships to the future of SaaS pricing.Connect with Nikunj Kothari on LinkedIn: https://www.linkedin.com/in/nikunjkVisit the FPV Ventures website: https://fpvventures.com/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Have you ever wondered why some companies thrive while others, with seemingly great products, collapse? The answer often lies in an unseen force: corporate governance. In this episode of Corporate Finance Explained on FinPod, we go beyond compliance checklists to explore how the delicate balance between a company's board, executives, and shareholders is the true engine of its financial health or its ultimate demise.We'll use compelling real-world case studies to show you what happens when governance fails (and when it works spectacularly well). This episode is a must-watch for any finance professional looking to understand the forces that truly drive a company's financial success.This episode covers:What is Corporate Governance? We demystify this critical framework, explaining its role as the "operating system" for a company's financial decision-making, from risk management to capital allocation.When Governance Fails: We analyze the devastating consequences of governance failures at Enron, Theranos, and WeWork, revealing how a lack of transparency, expertise, and oversight can destroy billions in value.When Governance Works: We look at inspiring examples of good governance in action, showing how companies like Unilever and Microsoft used a strong framework to foster resilience, innovation, and long-term value creation.Your Role in Governance: We provide five actionable best practices for finance professionals to become central players in strengthening their company's financial integrity and strategic clarity.This is a comprehensive guide to understanding the invisible hand that guides a company's financial future.

Oracle's massive AI forecast sent shares soaring while softer wholesale inflation bolstered Fed cut bets. Wall Street edged higher as trade and geopolitical tensions simmered in the background.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

The Chrisman Commentary Daily Mortgage News Podcast delivers timely insights for mortgage lenders, loan officers, capital markets professionals, and anyone curious about the mortgage and housing industry. Hosted by industry expert Robbie Chrisman, each weekday episode breaks down mortgage rates, lending news, housing market trends, capital markets activity, and regulatory updates with insightful analysis, expert perspectives, and conversations with top professionals from across the mortgage industry. Stay informed, gain actionable insights, and keep up with developments in mortgage banking and housing finance. Learn more at www.chrismancommentary.com.In today's episode, we go through the BLS payroll revisions and latest on Fed Governor Cook. Plus, Robbie sits down with MCT's Phil Rasori for a discussion on shifting coverage in response to policy and economic changes, to the expansion of ARM and non-QM products, the growing role of AI in hedging and analytics, evolving tech freeing up staff for strategic work, and the rising demands placed on modern capital markets departments. And we close by looking at why inflation at the wholesale level actually declined in August.Sponsored by Indecomm. Streamlining operations with the genius blend of automation, AI, and services. Achieve practical digital transformation and real operational impact with Indecomm's purpose-built mortgage solutions.

U.S. stocks hit fresh highs on Tuesday as weaker job numbers added to expectations for rate cuts. Apple's new product lineup and blockbuster deal news also grabbed attention.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

A brave new world of investing is now open for business, and with it, a new way to conceive of property. Tokenized real-world assets have gone mainstream. Major financial institutions are racing to tokenize everything — from U.S. treasuries, to art, to real estate, converting these assets into digital form and storing them on blockchains so they can be traded easily on new marketplaces. But the breakneck pace has fueled concern over compliance with existing laws, as Congress, regulators, and investors struggle to harness both the potential and risk of the technology. What's in store for the tokenization of real-world assets in the U.S. and Europe?  Will new legislation assuage concerns — or hinder widespread adoption? Has Europe surpassed the U.S. in regulating tokenization effectively? What is the impact of tokenization on the broader global marketplace? And what role does AI play with regard to digital assets?Join The Sidley Podcast host and Sidley partner, Sam Gandhi, as he speaks with two of the firm's thought leaders on these issues — Lilya Tessler, who leads Sidley's Fintech and Blockchain group, and David Stewart, a partner in the firm's Capital Markets practice. Together, they discuss what's driving the surge in adoption of the tokenization of real-world assets and the related legislation in the U.S. and Europe, including the ability of these laws to drive innovation and enable entrepreneurs to create technologies. Executive Producer: John Metaxas, WallStreetNorth Communications, Inc.

Fiscal policy shifts, from taxes to tariffs, are steering global capital and trade flows. The US, for instance, is attracting investments despite the tariff headlines—illustrating how the impact of these policies continues to evolve. In a dynamic policy environment, taxes and tariffs could create new implications for asset classes, sectors, and market structures.  This episode of The Outthinking Investor explores macro implications from taxes and tariffs, how policy changes are shaping the way investors allocate capital, and why economic growth could be more resilient against higher tariffs than in the past.  Our guests are: Douglas Holtz-Eakin, President of the American Action Forum and former Director of the Congressional Budget Office Kimberly Clausing, professor of tax law and policy at UCLA School of Law and former lead economist in the US Treasury's Office of Tax Policy Jeffrey Young, Head of Investment Strategy for PGIM's quant team Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

Ready to take your data analysis skills to the next level? In this episode of What's New at CFI, we chat with subject matter expert Joseph Yeates about his newest course, Data Analysis in Python. This course is the perfect follow-up to our "Getting Started with Python" series and is designed for anyone, especially Excel users and BI professionals, looking to apply Python to real-world datasets.Joseph explains why Python is an essential skill for finance professionals today, covering its ability to handle large datasets and its new native integration with Excel.This episode coversThe Data Analysis Workflow: An overview of the entire process, from importing and cleaning data to analyzing and visualizing results.Bridging Excel and Python: How this course uses familiar tabular data structures to help you transition from spreadsheets to programming.Real-World Application: A personal story about using Python to build a predictive model for retail deposits, highlighting how powerful even small scripts can be.Overcoming the Intimidation: The encouraging message that you don't need a computer science background to master Python.If you're ready to go beyond the basics and start doing real data analysis with Python, this is your next step.

U.S. stocks edged higher Monday as investors braced for fresh inflation data and big decisions from the Fed. The Nasdaq hit a record while Robinhood soared on news it will join the Standard and Poor's 500.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

This week brings August inflation data, Apple's iPhone seventeen launch, and earnings from Oracle and GameStop. Tech presentations and Fed rate cut speculation add fuel to the market.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

How do climate events, transition risks, and insurance costs shape the future of commercial mortgage-backed securities? Daniel Warcholak, CFA, Head of Capital Markets at Basis Investment Group, shares his perspective on how extreme weather events, sustainability transitions, and green incentives like LEED certification and C-PACE financing are reshaping investment strategies. Drawing on more than 25 years of experience in securitized real estate debt, Daniel highlights the financial implications of climate risks and the opportunities emerging for investors. Listen now to gain insights into how sustainability considerations are transforming real estate debt and capital markets.

Stocks slipped after a weak jobs report sharpened bets on a September rate cut. Yields fell, AI plays rallied, and policy pressure on the Fed intensified.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Want to unlock the secrets of commercial real estate investing? Join Scott Carson as he interviews Jeff Johnson, CEO of RE Journals and Red News, to discover the power of local events, networking, and actionable market insights! Learn how to navigate the commercial landscape and find off-market opportunities in your own backyard.In this episode, you'll discover:RE Journals' Mission: How they provide localized commercial real estate news and information.Why Local Matters: How most CRE decisions are made at a city-by-city level.Finding Deals Before They Go Public: How to build relationships in your local community to source opportunities.The Power of Networking:Connecting with investment sales brokers, developers, and other CRE professionals.Gaining access to off-market listings.Understanding Market Trends: How attending local events helps you stay on top of what's hot and what's not.Getting CE Credits: Many of their events even allow you to get continue education credit.Why is it better to stay local versus larger events? The relationships and true networking can be invaluable.Local is Local: DFW Capital Market Summit.The Panel Discussion: What to be aware of moving forward.Why Cannabis events?: The upside and ways to make smart moves in your market.The Multifamily Market. High points, low points, and things you should be watching.Ready to take your commercial real estate game to the next level? Tune in now to unlock the power of local events, networking, and actionable insights!

The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics.Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRock's target allocation models. Fresh from their interactions with technology leaders in San Francisco and Silicon Valley, Tony and Michael share their insights on the rapid advancements in AI, the efficiencies it brings to the economy, and the promising investment opportunities it unveils across various sectors.Key moments from this episode:00:00 Introducing AI's Unprecedented Investment Surge03:03 The Three Layers of AI Investment Opportunity08:21 AI's Impact on Labor and Services10:34 Exponential Growth and Humanoid Robots14:41 Quantum Computing and Cybersecurity18:48 Considering The Societal Impact and Future Outlook

U.S. stocks gained on Thursday as soft labor data fueled bets for a September Fed rate cut. A Senate hearing put Fed independence back in the spotlight while corporate earnings delivered surprises.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Chad Lavender, president of capital Markets for North America at Newmark, was a guest on the latest episode of the REIT Report podcast. Lavender discussed REIT capital market activity today, including solid demand for larger asset portfolios, REIT sectors where capital is being deployed extensively, the anticipated wave of investment in alternative asset classes, and more. Lavender noted that capital market activity for the health care sector, particularly senior housing, has outperformed other asset classes over the past couple of years. Meanwhile, office REITs have also been active on the acquisition front, he noted, with many opting for JV partnerships in the process. Sovereign wealth funds in the Middle East and Asia continue to be active JV partners with REITs, he added. As for interest in alternative assets, Lavender described a “huge wave of investing,” pointing out that the digital infrastructure and data center boom “is a modern day gold rush.”

Ever wonder how giants like Apple and Toyota fund their massive operations? The secret isn't just in their sales, it's in their corporate credit ratings.In this episode of FinPod, we go beyond the technical details to explain what these ratings from agencies like S&P and Moody's actually mean and why they are one of the most powerful and often hidden levers in the financial world. We'll show you how a company's credit rating directly impacts its ability to borrow, expand, and compete.This episode covers:The Spectrum of Credit: We break down the difference between the desirable investment grade and the riskier speculative junk status.The Financial Superpower: How top-tier ratings give companies like Apple and Toyota access to extremely low borrowing costs, fueling strategic moves like share buybacks.The Cost of a Downgrade: The severe financial consequences a company like Ford faces when it loses its investment grade rating, including higher interest costs and restricted access to capital.The Comeback Story: The incredible turnaround of Netflix, which went from speculative grade to investment grade by refocusing on profitability and financial fundamentals.Why It Matters: We explain how these ratings aren't just for "finance nerds" but have real-world consequences, affecting everything from R&D funding to hiring.Whether you're a student, a finance professional, or just curious about how the economy works, this episode will give you a clear understanding of the financial gravity that shapes corporate success and failure.

Tech stocks surged Wednesday after Google scored a major antitrust victory. Job openings came in weaker than expected, fueling bets on a September Fed rate cut.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

You hear about them in the news, but how much do you know about capital markets - what they are, why they exist, how they've evolved over time, and what role the play in our economy and politics? Jeff discusses these in plain language with Bob Selvaggio, Head of Analytics at Rutter Associates. Host: Jeff Sikkenga Executive Producer: Jeremy Gypton Subscribe: https://linktr.ee/theamericanidea

Stocks slipped Tuesday to kick off September, with tech under pressure and yields pushing higher. Traders now turn to the jobs report for clarity on Fed policy.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Chad Lavender is the President of Capital Markets - North America @ Newmark. In this episode we talk about his journey through commercial real estate, from starting out in development during the 2008 financial crisis to building one of the leading senior housing brokerage and advisory practices in the country. We cover how he navigated tough markets early in his career, the lessons he learned from cold calling legends of the industry, and the growth of alternative asset classes like senior housing, medical office, and data centers. Chad also shares his perspective on current real estate markets, from multifamily and industrial to the resurgence of office and the expansion of build-to-rent housing. We discuss: Starting in high-rise development in 2008 and learning through the downturn Building a senior housing brokerage business from scratch and winning early deals with Starwood and Carlisle Moving from ARA to HFF to Newmark and helping create the alternative assets platform How recruiting, persistence, and long-term relationships drive success in brokerage Current insights on data centers, senior housing, office recovery, build-to-rent, and industrial demand Links: Newmark - https://www.nmrk.com/ Chad on LinkedIn - https://www.linkedin.com/in/chad-lavender-03551bb/ Topics: (00:00:00) - Intro (00:04:22) - Chad's career and background (00:06:39) - The rise of Alabama in real estate (00:09:24) - Breaking into the multifamily market (00:11:42) - Building a seniors housing brokerage team (00:20:13) - The evolution of senior housing (00:27:27) - Joining Newmark and leading alternative assets (00:34:35) - The power of passion and persistence (00:37:49) - Winning business (00:40:36) - Data centers and infrastructure (00:46:37) - The office market rebound (00:51:45) - Build-to-rent trends and challenges (00:57:46) - Capital markets and future outlook (01:05:04) - Final thoughts Support our Sponsors Ramp: https://ramp.com/fort Collateral Partners: https://collateral.com/fort Vesto: https://www.vesto.com/fort Chris on Social Media: Chris on X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast/   Watch POWERS on YouTube: https://bit.ly/3oynxNX Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO   POWERS is produced by https://www.johnnypodcasts.com/

Soliman Abbas's journey into investment banking is a masterclass in persistence and proactive learning. In this episode of Member Spotlight, the recent University of Bristol graduate and newly minted FMVA holder shares his inspiring story, from being an international student at 17 to landing his dream job.Soliman's story is proof that an intentional mindset and dedication to skill-building can change your entire career trajectory.In this episode, you'll learn:The crucial steps Soliman took to secure three internships before his second year of university.How he navigated the intense graduate job market, viewing every rejection not as a failure, but as a "redirection" and a valuable learning opportunity.Why an interviewer's recommendation for the FMVA certification was a "game changer" that bridged the gap between academic theory and practical, real-world finance.His secret to a strong work ethic, inspired by football superstars like Mo Salah, and his focus on consistency and mental strength.The reality of working in investment banking and why soft skills like communication and building trust are just as critical as financial modeling.This episode is a must-watch for anyone on the fence about their next career move or looking for the motivation to take their skills to the next level.

Stock futures ticked higher after a tech-led selloff while silver broke above forty dollars for the first time in over a decade. European markets closed mostly steady as investors assessed new data.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

The August U.S. jobs report, tech earnings from Broadcom and Salesforce, and possible SEC action on crypto ETFs headline a busy week. Geopolitical shifts and India's economic agenda add to the mix.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

U.S. stocks pulled back Friday as inflation firmed above the Fed's target. Despite the drop, major indexes are on track for their longest streak of monthly gains in over a year.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Katie and Matt discuss Taylor Swift, dating podcasters, the betting markets/financial markets convergence, commodity insider trading, a magical money printing machine, weird preferred stocks, the crypto treasury boom, Money Stuff’s effect on academic tenure, IPO pops, private company pops and security-based swaps.See omnystudio.com/listener for privacy information.

U.S. stocks climbed on Thursday with the Standard and Poor's 500 crossing sixty-five hundred for the first time. Strong GDP growth, a legal clash at the Fed, and Nvidia's AI outlook dominated the headlines.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Expanding into a high-growth region like Brazil or India is full of potential, but from a finance perspective, it's a unique mix of intense risks and substantial rewards. In this episode, we go beyond the surface to explore the core challenges and opportunities of navigating corporate finance in emerging markets.We'll equip you with the foresight and strategies to turn volatility into a competitive edge. This episode is a roadmap for finance professionals looking to build resilience in a dynamic global environment.This episode covers:The Five Core Risks: We break down the unique financial challenges, including currency risk, regulatory uncertainty, and liquidity constraints that demand a completely tailored approach.Lessons from Global Leaders: How companies like Coca-Cola, Unilever, and Tesla have successfully managed these challenges with specific tactics like hedging, local production, and strategic partnerships.Five Actionable Strategies: Concrete steps to build financial resilience, including adopting local capital structuring, creating flexible budgets, and the vital importance of real-time monitoring.A New Mindset: The strategic takeaways for all finance professionals on how to think globally, act locally, and build models that can withstand any shock.

U.S. stocks edged higher Wednesday as investors braced for Nvidia's blockbuster report. The chipmaker beat estimates but its data center miss left markets cautious.➡️ Stocks Quickie is the premium format of Capital Markets Quickie – offering deeper insights into company earnings and fundamentals. Hosted by fund manager Endrit Cela, this exclusive content is available only on Spotify. Click to subscribe and take your market knowledge to the next level:https://creators.spotify.com/pod/profile/endrit-cela/subscribeJust a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Three weeks from now, September 17th, is a very ‘live' Fed decision day. At the Jackson Hole Symposium last week, U.S. Federal Reserve Chair, Jay Powell, opened the door wide to a rate cut at that meeting. However, a marked - and somewhat expected - shift in tone to the Labour side of the Fed's dual mandate was present. The word “curious” was used to describe labour market traits at this time. Discussion of a cut in September lit equity markets on fire through Friday's trade. But what do moves in the long bond space tell us? Today's guest says that with all the moving pieces in today's marketplace, the best strategy might be to stick with what you have deployed and not make any sudden moves. Joining today's episode to help put the macro themes - including massive earnings releases later this week - into perspective for you is Fidelity's Director of ETFs, Andrei Bruno. Recorded on August 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Send us a textIn this episode of the Joey Pinz Conversations podcast, Joey sits down with Andreas Ambuehl, co-founder and CEO of Privatam, to unpack how technology—and transparency—are transforming the future of private capital markets and global investing.

Dame Julia Hoggett is the CEO of the London Stock Exchange. Hear her insights on the UK's key strengths – from the far-reaching impact of the City, to why we need to lean into our long history of outperforming our global rivals. When it comes to the UK's biggest weaknesses, Julia's also got thoughts to share. This episode is part of Pull Up a Chair's ‘Insights' series, featuring bite-sized perspectives and advice from podcast guests.

U.S. stocks edged higher as Trump moved to oust a Fed governor and ramped up tariff threats. Investors now await Nvidia's highly anticipated earnings report.➡️ Stocks Quickie is the premium format of Capital Markets Quickie – offering deeper insights into company earnings and fundamentals. Hosted by fund manager Endrit Cela, this exclusive content is available only on Spotify. Click to subscribe and take your market knowledge to the next level:https://creators.spotify.com/pod/profile/endrit-cela/subscribeJust a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Are you a finance professional who relies on Excel but is curious about the power of programming? In this episode of FinPod: What's New at CFI, we're joined by subject matter expert Joseph Yeates to discuss his new course, Getting Started with Python.Joseph explains why Python is a must-learn skill for data analysis and how this course provides a gentle, practical introduction designed specifically for those with a business background.The course covers:Foundational Concepts: An overview of core Python concepts like variables, data types, and data structures, all explained with real-world scenarios.The Excel to Python Bridge: How the course uses familiar, tabular data structures (like those in Excel) to help you make a smooth transition into the world of programming.Common Hurdles: A look at the common challenges new learners face, from tricky setup processes to frustrating errors, and how this course helps you overcome them.The Power of Hands-On Learning: Why watching videos isn't enough to learn a programming language, and why practice exercises in a Jupyter Notebook are essential to truly mastering the material.If you've been on the fence about learning a programming language, this episode will provide the encouragement you need to take the first step and unlock a new level of data analysis.

US markets pulled back on Monday after last week's powerful rally. Nvidia's earnings and Friday's PCE inflation report now take center stage.➡️ Stocks Quickie is the premium format of Capital Markets Quickie – offering deeper insights into company earnings and fundamentals. Hosted by fund manager Endrit Cela, this exclusive content is available only on Spotify. Click to subscribe and take your market knowledge to the next level:https://creators.spotify.com/pod/profile/endrit-cela/subscribeJust a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Nvidia's earnings will spotlight AI demand while new inflation data could sway the Fed's September rate decision. Markets enter the week after a rally fueled by rate-cut hopes.➡️ Stocks Quickie is the premium format of Capital Markets Quickie – offering deeper insights into company earnings and fundamentals. Hosted by fund manager Endrit Cela, this exclusive content is available only on Spotify. Click to subscribe and take your market knowledge to the next level:https://creators.spotify.com/pod/profile/endrit-cela/subscribeJust a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Stocks rallied hard on Friday after Jerome Powell signaled a possible September rate cut. The Dow hit a record, crypto jumped, and politics added new twists.➡️ Stocks Quickie is the premium format of Capital Markets Quickie – offering deeper insights into company earnings and fundamentals. Hosted by fund manager Endrit Cela, this exclusive content is available only on Spotify. Click to subscribe and take your market knowledge to the next level:https://creators.spotify.com/pod/profile/endrit-cela/subscribeJust a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Oscar's final pick is unpacking the meaning and the power of capital markets.Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development?Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to explore the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning.Sources: “The Virtuous Cycle: The Global Potential Of Capital Markets” BlackRock, 2025Original episode aired May 9th 2025

Get the real story on U.S. property values and transaction volume. Show host Michael Bull, CCIM sites down with Chad Littell, National Director of of U.S. Capital Markets with CoStar Group for an enlightening look at where we are in the cycle including cap rate trends of each of the major U.S. property sectors.  C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment opportunities, September 16-18th in Chicago: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate

Blockbuster, Lehman Brothers, WeWork. The names are familiar, but the financial stories behind their collapse are often a mystery. In this deep dive, we go beyond the headlines to pull out the crucial lessons in corporate bankruptcy and insolvency for every finance professional.We'll equip you with the foresight to spot financial distress long before it's too late. This episode is a practical guide to the warning signs, key ratios, and high-stakes decisions that define a company's fight for survival.This episode covers:The Two Types of Insolvency: Understanding the difference between a paper problem (balance sheet insolvency) and an immediate cash crisis (cash flow insolvency).Early Warning Signs: The hairline cracks to look for, from declining gross margins and rising debt ratios to subtle behavioral red flags.Lessons from Major Failures: Why unchecked leverage sank Lehman Brothers, how debt suffocated Toys R Us, and why growth for growth's sake was a ticking time bomb for WeWork.The Crisis War Room: What it's like inside the finance department when a company is in distress and how functions like FP&A and Treasury become the absolute nerve center.Critical KPIs: The five non-negotiable metrics to monitor relentlessly, including the Altman Z-score, and why liquidity is a company's oxygen supply.This episode will give you a new lens to view corporate health and help you bring crucial, strategic insight to your organization.

The Signal Beneath the Noise Serious operators obsess over the next print, but my podcast/YouTube guest this week, Bankrate senior economic analyst, Mark Hamrick, argues the industry is missing the structural signals that actually set the cost of capital and shape demand.   Start with this premise: Data credibility is a macro variable.   When the quality of national jobs and inflation statistics is questioned, it is not just an esoteric Beltway quarrel; it becomes a pricing input for Treasuries and, by extension, mortgages, construction loans and exit cap rates.   As Hamrick puts it, the path to good decisions for households, enterprises and policymakers ‘is lined by high quality economic data, most of which is generated by the federal government.' Hamrick's concern is not theoretical. He links the chain plainly: if markets doubt the numbers guiding the Federal Reserve's dual mandate, you can ‘envision a scenario where there's less demand for our Treasury debt,' forcing higher yields to clear supply – an economy‑wide tax that lifts borrowing costs from mortgages to autos and narrows the Fed's room to maneuver.   What Happens If Trust Erodes? The near‑term catalyst for this anxiety is unusual: the Labor Department's head statistician was fired after unfavorable revisions, and an underqualified nominee has floated ideas as extreme as not publishing the data at all. Hamrick's advice for investors and executives is simple: pay attention. This may not break the system tomorrow, but it introduces risk premia where none previously existed.   Through a real estate lens, the translation is straightforward.   Underwriting already contends with volatile inputs on rents, expenses and exit liquidity; add a credibility discount on macro data and your discount rate moves against you. Prudent sponsors should stress‑test deals for a modest upward shock in base rates – an echo of Hamrick's ‘economy‑wide tax' – and consider how thinner debt markets would propagate through construction starts and refis.   Housing's Lock‑In: Inventory, Not Prices, Is the Release Valve The ‘lock‑in effect' remains the defining feature of U.S. housing. Owners sitting on sub‑3% mortgages are rationally immobile, starving resale inventory and suppressing household formation mobility, a dynamic Hamrick equates with today's ‘no hire, no fire' labor market: stable but sluggish churn. Builders fill some of the gap, but affordability remains constrained by national price firmness and still‑elevated mortgage rates relative to the pandemic trough.   What happens if mortgage rates dip to 6.25% or even 5.5%? Don't expect a binary ‘unlock.' Hamrick argues for incremental improvement rather than a light switch: lower rates would expand qualification and appetite gradually, and, crucially, free inventory. He is less worried that cheaper financing simply bids up prices; the supply response from would‑be sellers is the more powerful margin effect.   For operators underwriting for‑sale housing (build to rent or single-family home developments), the tactical read is to focus on markets where latent move‑up sellers dominate and where new‑home concessions currently set the comp stack. He also reminds us of the persistent, national‑level truth: prices have been unusually firm for years; in the U.S., homeownership is still the primary path to wealth – advantage owners, disadvantage non‑owners.   Wealth Transfer: Inequality In, Inequality Out The widely cited $84 trillion Boomer‑to‑GenX/Millennial wealth transfer via inheritance won't repair the middle class. It will mainly perpetuate asset inequality: assets beget assets, and the recipients most likely to inherit are already nearer the ‘have' column. That implies continuing bifurcation in housing demand (prime school districts, high‑amenity suburbs) alongside a renter cohort optimizing for cash‑flow goals rather than equity growth. For CRE, that supports a barbell: high‑income suburban nodes + durable rental demand where incomes grow but deposits lag.   Renting Without Shame and the Budget Reality Check Hamrick is refreshingly direct: there is no shame in renting as, perhaps, there used to be. For many households, renting is a rational bridge to other financial goals; build emergency savings, avoid surprise home maintenance expenses, and keep debt service from getting ‘too far out over your skis.'   For CRE owners, this fortifies the case for professionally managed rental product with transparent total‑cost‑of‑living and flexible lease options. For lenders, it argues for cautious debt-to-income ratios and expense reserves in first‑time buyer programs.   Tariffs, Inflation, and the New Dashboard Hamrick closes with a monitoring list to stay on top of dominant economic trends: labor market strength (monthly employment; weekly jobless claims), the inflation complex (Consumer Price Index (CPI), Producer Price Index (PPI), and Personal Consumption Expenditures index (PCE)), and the full housing tape (mortgage rates, existing/new sales, builder confidence, starts) plus, of course, one political‑economy input now impossible to ignore: tariffs, with the effective rate at the highest level since the Great Depression.   For CRE, tariffs are not an abstract: they seep into materials costs, fit‑out budgets, and the headline inflation path that steers the Fed. Sponsors should build tariff scenarios into Guaranteed Maximum Price (GMP) contingencies and model procurement alternates.   Actionable Takeaways for CRE Professionals Price a credibility premium: Run sensitivities for higher Treasury yields if data trust wobbles; Pay attention to how easily the government can sell its debt and the extra yield investors demand on longer bonds. Both shape interest rates, which then filter into real estate cap rates. Underwrite inventory elasticity, not sticker shock: As rates ease, model inventory release ahead of price spikes; focus on submarkets with pent‑up sellers. Lean into renting's rationality: Product that aligns with household cash‑flow priorities will capture durable demand while affordability resets. Track tariffs as a construction line‑item and macro tailwind to inflation: Feed this into budgets and hold periods. My conversation with Mark really brought home how connected real estate is to the bigger capital markets picture. If you want a sense of where cap rates are heading, keep an eye on the bond market – because that's where the story starts.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

In this episode of Careers in Finance with CFI, we're joined by Charlie Schilling, the CEO of Macabacus. Charlie's career journey is a masterclass in navigating diverse industries, spanning investment banking, management consulting, and senior leadership roles at major companies like Bloomberg and General Assembly.Join us as we unpack Charlie's remarkable path and get his unfiltered insights on:Pivoting into Finance: The story of how a liberal arts major from Georgetown launched a career on Wall Street.The Investment Banking Foundation: How his early years in banking built a foundation of both technical and invaluable soft skills.Advisory vs. Operator: The crucial differences between advising a company from the outside and leading one from within.Building Leadership: How to transition from an individual contributor to a C-suite leader, and the lessons learned along the way.A CEO's Perspective: Charlie's leadership philosophy and his advice for aspiring leaders on navigating career pivots and managing change.Whether you're starting your career or considering your next big move, Charlie's story offers powerful lessons on continuous learning, risk-taking, and the keys to long-term professional growth.

What matters more: Your company performance, or market conditions?Stubhub is preparing to go public (again) after initially pulling the plug back in March of 2025. A lot has changed since then. The market is up. And their performance is down. We analyze what's going on in the capital markets, and how to think about what matters most when you're preparing to go public.(Read: Stubhub's original S1 breakdown on Mostlymetrics.com)This week's podcast is brought to you by Campfire (www.campfire.ai)We've all used legacy ERPs. Painful migrations, endless consulting fees, and even after you're live, getting simple answers still means hours in spreadsheets.Campfire fixes that. It's the AI-first ERP built for modern finance and accounting teams. It's helping mid-market and enterprise teams close faster, unlock insights instantly, and scale smarter - without the additional headcount.I use Campfire myself, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick & painless, and it's freed us up to focus on strategic work.They just raised $35 million from Accel to further reimagine ERP. That's not easy to do.I'm excited to see how they keep reimagining this space – and you should be too.Check them out at www.campfire.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

In this episode of the Industrial Advisors podcast, hosts Bill Condon and Matt McGregor are joined by Mike Kendall, who heads the Industrial West Coast investment team. The discussion centers around the state of the industrial real estate market in the first half of 2025, highlighting trends, regional variations, and investment strategies. Key insights include the observation that the risk pendulum is currently skewed, making it a potentially good time to buy for strategic investors. Market activity, influenced by factors like tariffs and tenant demand, shows varying strengths across regions like Phoenix, the Inland Empire, and Seattle. The conversation also covers cap rates, aggressive buyers, and the challenges developers face in raising equity for speculative projects. The episode concludes with predictions for the second half of 2025, suggesting a modest uptick in transaction volume driven by certain types of deals, with a more significant increase expected in early 2026. 00:00 Introduction to the Risk Pendulum 00:37 Welcome and Guest Introduction 01:07 Market Activity and Trends in 2025 02:02 Investment Strategies and Deal Dynamics 03:54 Challenges in Land Sales and Equity Raises 05:45 Regional Market Analysis 08:27 Demand Shifts and Investment Profiles 11:10 Aggressive Buyers and Market Predictions 14:31 Cap Rates and Market Performance 16:16 Conclusion and Farewell

Charlie Kokernak of Gantry Inc. delivers a practical, forward-looking take on the multifamily lending environment heading into 2026. Touching on interest rates, debt yields, refinancing pain, and lender sentiment, Kokernak helps multifamily investors understand what to expect in both agency and private lending markets. With institutional sales slow and distress brewing in some segments, this conversation offers key insights on how to finance, refinance, and restructure deals in today's high-rate environment.

The housing market is stuck between high prices and high rates—but behind the headlines lies a surprising opportunity. From land banking strategies to why new homes are now cheaper than existing ones, Katie Hubbard of Walton Global joins Brian Kasal to break down the trends reshaping real estate.In this episode, Brian and Katie discuss:The Record Gap Between Home Buyers and SellersWhy New Homes Are Outpricing Existing Homes for the First Time EverHow Land Banking Works with Major U.S. BuildersInvestment Opportunities for Accredited Investors in Land and HousingFollow us here to see short videos of all our best investing tips:TikTok: ⁠https://www.tiktok.com/@todaysmarketexplained⁠Instagram: ⁠https://www.instagram.com/TodaysMarketExplained⁠YouTube: ⁠https://www.youtube.com/@todaysmarketexplained⁠Facebook: ⁠https://www.facebook.com/TodaysMarketExplained⁠Twitter: ⁠https://twitter.com/PodcastTME⁠Website: ⁠https://todaysmarketexplained.com/⁠DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

The market is changing, and it's not just about inflation or interest rates. It's rewriting valuations, reworking supply chains, and reshaping your disclosures. This episode of The Pre-Read, brought to you by Workiva, explores what happens when market volatility meets materiality, and why CFOs, GCs, and audit chairs are all paying attention. We feature insights from Nick Mazing of AlphaSense and Josh Gertsch, Workiva Industry Principal for Capital Markets, on the unpredictable forces at play. Nick discusses the messy and varied impact of tariffs, noting that the deal-by-deal approach has created an unpredictable environment, even for companies expected to benefit. He also touches on how AI is maturing in corporate disclosures, the return of M&A, and the growing number of companies allocating to Bitcoin. Josh provides a historical perspective on the IPO market, highlighting the biggest boom in over 20 years, followed by some of the worst years ever, and its current upward trend. He explains that despite a large pipeline of companies ready to go public, market volatility—especially with changes over 20%—is preventing deals from being priced. He advises companies to focus on what they can control, such as refining their equity story and ensuring operational readiness, while they wait for stability. Timestamps: 03:00 The messy and explicit nature of tariff disclosures 06:25 The copper example: Who are tariffs really helping? 09:15 Other topics showing up in earnings releases: AI, inflation, and M&A 11:00 Interest rates, inflation, and the new normal 13:50 The return of big M&A deals 15:45 The risk of assessing the impact in SEC filings 18:50 Josh Gertsch's background and expertise in capital markets 21:30 What happened to the pent-up demand for IPOs 25:30 What needs to happen for the IPO window to open again 30:40 The importance of the equity story and operational readiness  #IPOs #CapitalMarkets #Tariffs #M&A #Finance #Workiva #MarketVolatility Subscribe to catch all our upcoming episodes and never miss out on the latest discussions in all things accounting and finance.