Podcasts about capital markets

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Best podcasts about capital markets

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Latest podcast episodes about capital markets

The Bid
239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030

The Bid

Play Episode Listen Later Nov 7, 2025 18:04


Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to individual investors, offering new ways to pursue diversification and long-term opportunity.In this episode of The Bid, host Oscar Pulido is joined by Cameron Joyce, Head of Research Insights at Preqin, a part of BlackRock, to explore how private markets could reshape portfolios and investment opportunities by 2030. Cameron shares why the asset class has surged from $11 trillion pre-pandemic to an expected $32 trillion by the end of the decade — and what this evolution means for investors.Together they discuss how companies are staying private longer, why liquidity dynamics are shifting, and how new fund structures are widening accessibility for individuals and retirement savers alike. Cameron breaks down the three major growth engines powering the sector: private equity, infrastructure, and private credit — and explains how megaforces like AI and energy transition are creating new opportunities within each.Sources: “Private Markets in 2030” Preqin October 2025Key moments in this episode:00:00 Introduction to why Private Markets are having a moment now01:01 Understanding Private Markets - Why companies are staying private longer — and where the value creation is shifting.02:01 Growth and Trends in Private Markets - The forecasted $32 trillion in alternative AUM by 2030 and what it means for diversified portfolios.02:46 Impact on Investment Portfolios - The rise of individual access through open-ended fund structures.06:04 Where we are in the private equity cycle — and why lower fundraising periods often precede strong returns.09:56 Infrastructure Investment Opportunities - How infrastructure is becoming a key beneficiary of AI and reshoring trends.11:51 Why private credit and direct lending are gaining momentum as banks step back from traditional lending14:20 Artificial Intelligence in Private Markets - How AI is influencing value creation within privately backed companies.16:40 Conclusion and Final ThoughtsCheck out this Spotify playlist for more content on alternative investing: https://open.spotify.com/playlist/4Fe8VwKyG5FPYekFFSksbI

Mining Stock Daily
Technical Convictions and an Analyst's Edge: Greg Huffman's Career Path from Geo to Equity Sales

Mining Stock Daily

Play Episode Listen Later Nov 7, 2025 59:08


Mining Stock Daily welcomes Greg Huffman, Senior Vice President of Capital Markets at Magna Mining, for a long-awaited conversation about his diverse career in the mining sector. Greg recounts his journey, which started by studying geology at Laurentian University before moving to the sell-side as a mining research analyst. Greg witnessed the massive uranium bull run and the success of FNX Mining in his early career. Today, he provides deep insights into the challenging and competitive role of the mining equity analyst, emphasizing the importance of site visits to assess the "underlying rocks" and acting as a necessary "translator" for institutional clients. Greg shares stories from key discoveries, including being an early mover on the LP fault discovery at Great Bear's Dixie Project, advising on the sale of Arizona Mining's Hermosa deposit, and observing the successful strategy of the Lundin Group. Lastly, he discusses his current focus at Magna Mining, leveraging the acquired KGHM/FNX assets and the potential for new high-grade nickel and precious metals discoveries in his native Sudbury areaThis episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

FinPod
Corporate Finance Explained | The Rise of Corporate Venture Capital: How Companies Invest Like VCs

FinPod

Play Episode Listen Later Nov 6, 2025 15:08


Your company is launching its own corporate venture capital (CVC) fund. Suddenly, traditional financial models don't apply. Corporate Venture Capital is a unique, high-variance asset class that demands a new strategic mindset from finance professionals.In this episode of Corporate Finance Explained on FinPod, we unpack Corporate Venture Capital (CVC), exploring its dual motive (strategic innovation vs. financial return) and revealing the practical frameworks needed to manage this hybrid investment effectively.This episode covers:CVC: Buying Optionality: Why large companies use CVC as a lightweight alternative to M&A or internal R&D, acting as an early option on future acquisitions and managing innovation risk.Defining Success: How major CVC arms (like Salesforce Ventures, Amazon Alexa Fund, and Intel Capital) track value using strategic KPIs (e.g., Partnership ARR Uplift, Azure Adoption) that go beyond standard IRR.The Strategic Playbooks: Analysis of different CVC models: the Ecosystem Expansion approach, the Innovation Hedge strategy (de-risking R&D), and the pure Portfolio Focus.The CVC Financial Toolkit: We detail six essential frameworks for corporate finance teams, including building flexible return models (budgeting for high write-off rates), managing complex capital structures (convertible notes), and implementing governance for high-risk assets.The Translator Role: How finance professionals must bridge the gap between innovation teams and traditional financial rigor, articulating why a high-risk bet makes sense for both the strategic story and the balance sheet.

Capital Markets Quickie
[260-25] Capital Markets Quickie: Wall Street Rebounds as Jobs Return and Tariff Drama Builds

Capital Markets Quickie

Play Episode Listen Later Nov 6, 2025 2:32


Stocks bounced back after solid job data and calmer sentiment, even as Washington's shutdown and tariff battles deepened. Tech and consumer shares led the gains.➡️ 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.

IFN OnAir
Pakistan's Capital Market Advantage: Innovation, Inclusion and Growth

IFN OnAir

Play Episode Listen Later Nov 5, 2025 51:05


With key reforms underway, can Pakistan emerge as a regional hub for Islamic capital markets? We explore the strategic direction set by the Islamic Capital Market Development Committee and what it means for growth, innovation, and resilience. We ask how non-sovereign Sukuk issuance can be accelerated, and how capital markets will play a pivotal role in supporting the broader financial system conversion—unlocking new opportunities for both banking and non-banking sectors.Moderator:Farmida Bi, Chair, Europe, Middle East and Asia Pacific, Norton Rose FulbrightPanelists:Iffat Zehra Mankani, CEO, JS InvestmentsJawad Hashmi, General Manager, Chief Market Operations Officer, Pakistan Stock Exchange LimitedMuhammad Haris Munawar, Group Head - Wholesale Banking, BankIslami PakistanSyed Umair Alam Zaidi, SVP, Head of Debt Capital Markets and Syndications, Faysal Bank Limited

Capital Markets Quickie
[259-25] Capital Markets Quickie: Wall Street Wobbles: AI Hype Meets Reality

Capital Markets Quickie

Play Episode Listen Later Nov 5, 2025 2:18


Stocks fell as investors questioned AI valuations and CEOs warned of a correction. A government shutdown, weak crypto, and fading optimism fueled a tense trading day.➡️ 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.

FinPod
Member Spotlight | Alexandra McLaren

FinPod

Play Episode Listen Later Nov 4, 2025 43:13


On this episode of CFI Member Spotlight on FinPod, we are thrilled to host Alexandra McLaren, a Manager at EY Parthenon specializing in M&A transaction diligence and business valuations. Alex's background is truly unique, combining a rare dual qualification as a Chartered Accountant (CA) and a Bachelor of Laws (LLB) from the University of Stellenbosch, alongside her CFI FMVA® and FPWM™ certifications.Alex shares her journey from academic trainee and outsourced CFO to advising on complex transactions at a top global firm.This episode covers:The Dual Degree Advantage: Alex explains why combining Accounting and Law (LLB) gives her a unique perspective on finance, training her to question assumptions and build sound arguments—skills vital for due diligence.Life as an Outsourced CFO: Insights into the rewards and challenges of working with early-stage startups, helping entrepreneurs build financial rigor and accounting processes from the ground up.From Startup to Strategy: How her hands-on experience with fast-moving small clients prepared her for the high-stakes, highly structured world of EY Parthenon and made her comfortable joining client meetings with high-level executives.The Dream Job: Alex details her unexpected move into Transaction Diligence and Valuation, describing the day-to-day life of analyzing income statements, balance sheets, and building the assumptions that inform final valuations.The Value of Continuous Learning: Why Alex pursues additional education like the FMVA® and FPWM™, finding they are essential not just for technical knowledge, but for presenting analysis in a clear, understandable, and efficient way (Excel shortcuts included!).Alex's story is a compelling example of how a varied educational background and a commitment to professional development can pave the way to a dream career in high finance.

Capital Markets Quickie
[258-25] Capital Markets Quickie: AI keeps rallying, Dow cools off: Mixed start to November

Capital Markets Quickie

Play Episode Listen Later Nov 4, 2025 2:37


Stocks opened November with a split performance as tech stayed hot but the Dow lagged. AI deals, earnings updates, and Washington delays kept investors busy.➡️ 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.

Investments Unplugged
Episode 112| Curveballs, candies, and shutdowns—navigating an eventful October

Investments Unplugged

Play Episode Listen Later Nov 3, 2025 36:45


The Blue Jays were swinging for the fences, but investors are facing numerous curveballs of their own. In our latest episode of Investments Unplugged, Kevin and Macan step up to the plate to tackle some of the most frequently asked questions from the road: the real impact of the U.S. government shutdown, the rally in gold prices, and what's really driving bond yields. To add a festive twist, our dynamic hosts also go off- script to share their thoughts on trick-or-treating budgets, Halloween candies, and costume trends. Tune in for recent market developments—and enjoy a few treats along the way.

The Long  Form with Sanny Ntayombya
Building Real Wealth in Rwanda: Rwanda's Capital Markets CEO on Why Land Alone Won't Make You Rich

The Long Form with Sanny Ntayombya

Play Episode Listen Later Nov 3, 2025 87:31


This week on The Long Form, I sit down with Thapelo Tsheole, the CEO of the Capital Markets Authority of Rwanda, to unpack the future of money, investment, and financial confidence in Africa. From his journey in Botswana's stock exchange to leading Rwanda's financial transformation, Thapelo reveals how ordinary Rwandans can participate in the capital markets, what's holding back Africa's financial integration, and how we can move from saving to true wealth creation.Consider supporting this podcast via our Momo code 95462 or directly to our phone number: +250 795462739 Visit Sanny Ntayombya's Official Website: https://sannyntayombya.com

Capital Markets Quickie
[257-25] Capital Markets Quickie: AI, Pharma Pressure, and a Government Shutdown Keep Markets on Edge

Capital Markets Quickie

Play Episode Listen Later Nov 3, 2025 3:42


Tech earnings, political pressure on drugmakers, and the ongoing shutdown shape the week ahead. AI remains the star topic as investors hunt for clarity from the Fed and jobs data delays.➡️ 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 Wolf Of All Streets
"Bitcoin Will Be $10 Million!” The Future Of Capital Markets w/ Michael Saylor

The Wolf Of All Streets

Play Episode Listen Later Nov 2, 2025 30:58


Michael Saylor joins to discuss why he believes Bitcoin has become the world's true form of “digital gold” and how institutional adoption is accelerating faster than ever. He breaks down the transformation of the digital asset industry, the rise of Bitcoin-backed credit instruments, and Strategy's latest financial innovations like STRK and STRC. Saylor also explains how major banks, regulators, and rating agencies are finally embracing Bitcoin, why this marks a pivotal shift for global finance, and how the future of digital capital could completely rewrite the rules of corporate credit and investment.

Bitcoin, Fiat & Rock'n'Roll
21X Journey: Transforming Capital Markets with Blockchain

Bitcoin, Fiat & Rock'n'Roll

Play Episode Listen Later Nov 2, 2025 53:15


Max (CEO) and Victoria (Reg. Affairs Head) of 21X take us on the journey of 21X – the first regulated trading and settlement system (TSS) for tokenized securities in Europe under the DLT Pilot Regime.

Timeless Wealth with Durkin Dietz
Episode 71- How is the Canadian Industrial sector doing in 2025- With Maxim Sytchev of National Bank Capital Markets

Timeless Wealth with Durkin Dietz

Play Episode Listen Later Nov 2, 2025 27:24


We sat with Managing Director, Maxim Sytchev of National Bank Capital Markets, to chat about the Canadian Industrial sector and how the companies that make up this group are doing in light of everything happening in 2025 and beyond. The securities or sectors mentioned in this episode are not suitable for all types of investors and should not be considered as recommendations. Please consult your Wealth Advisor to verify whether the security or sector is suitable for you and to obtain complete information, including the main risk factors. Some of the securities or sectors mentioned may not be followed by the analysts of NBF.National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF.The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

Capital Markets Quickie
[256-25] Capital Markets Quickie: Amazon Lifts Wall Street to Monthly Highs

Capital Markets Quickie

Play Episode Listen Later Nov 1, 2025 2:31


Wall Street closed the week and month higher as Amazon's strong earnings boosted Big Tech optimism. The Fed's cautious tone tempered December rate-cut hopes, but markets stayed upbeat.➡️ 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 Bid
238: Jim Cramer on Investing – How To Make Money In Any Market

The Bid

Play Episode Listen Later Oct 31, 2025 22:51


Investing in any market can feel daunting — but it doesn't have to. In this episode of The Bid, host Oscar Pulido sits down with Jim Cramer, investor, author, and host of Mad Money, to explore what it really takes to build wealth and confidence over time.Cramer's latest book, How to Make Money in Any Market, continues his mission of empowering everyday investors to take control of their financial futures. From lessons learned running a hedge fund to insights from decades in media, Cramer's message is clear: you don't need to be a professional to succeed - you just need discipline, curiosity, and patience. From the birth of the “FAANG” concept to the story behind naming his dog Nvidia, Cramer shares personal stories that illuminate his broader philosophy — that investing is about persistence, not prediction. He and Oscar also discuss long-term trends in capital markets, the role of index investing, and why hope and participation remain central to a healthy investing mindset.This episode covers:· Why Cramer believes this is the right moment for a new playbook on investing.· The power of compounding and why saving regularly still works in today's capital markets.· How technology — from online research to tools like ChatGPT — has transformed access to information.· Why he encourages investors to “do the homework” or choose a diversified index approach if they can't.· His pyramid-style investing framework: build positions slowly, remove emotion, and let time work for you.· What he's learned from mistakes, like overconfidence or losing faith too soon.· How curiosity, observation, and understanding the “craft” can help investors find opportunities all around them.Key timestamps in this episode:00:00 Introduction to Investing with Jim Cramer00:50 Jim Cramer's Journey and New Book02:37 The Importance of Saving and Investing04:12 How to Analyze Stocks and Develop Market Strategies06:10 Jim's Investment Ethos and Practical Advice19:16 Personal Insights and Lightning Round21:57 Conclusion and Next Episode PreviewMad Money, Investing in any market, Stock market trends, Capital markets, Long-term investing, Financial education, Retail investors, Compounding, AI investingThis 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bankadelic: The colorful side of finance
EPISODE 205: THE 2025 BANKADELIC HALLOWEEN SPOOKTACULAR

Bankadelic: The colorful side of finance

Play Episode Listen Later Oct 31, 2025 23:02


Once again, Lou Carlozo rises from the pumpkin patch to bring you yet another Bankadelic Halloween Spooktacular. This year, we visit many different kinds of ghosts: Why is AI haunting so many financial institutions? Will the loan climate finally break through all the thunder and lightning? And if there are friendly ghosts on the horizon, what might they be? It's a fabulous cast of FI wizards … and a quartet of goblins (not so welcome, perhaps) from the Bankadelic Voice Character Crypt. Our special guests: Sarah Koulogeorge, Director of Business Development, Casca Richard Guillot, President, BAFS Samy Kogan, Vice President of Product Management, Swivel Caleb Stevens, Vice President - Marketing Manager of Capital Markets & Correspondent Banking, SouthState Bank

Capital Markets Quickie
[255-25] Capital Markets Quickie: Tech Turbulence and Trade Truces

Capital Markets Quickie

Play Episode Listen Later Oct 31, 2025 2:33


Wall Street took a breather as tech stocks sold off and investors digested the Trump–Xi trade truce, Fed signals, and a fresh round of Big Tech earnings. Apple and Amazon impressed, while Meta stumbled hard.➡️ 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.

FinPod
Corporate Finance Explained | The Finance Behind Mega Acquisitions

FinPod

Play Episode Listen Later Oct 30, 2025 12:40


FinPod: The Billion Dollar Question: How Corporations Pay for Massive Acquisitions (M&A Financing)When a Fortune 100 company buys another for tens of billions, how does the finance team actually structure the payment? It's the central strategic decision that determines a company's risk, flexibility, and future.In this episode of Corporate Finance Explained on FinPod, we break down the complex toolkit used for mega M&A Financing, providing a shortcut to understanding the mechanics behind the biggest headlines.This episode covers:The Basic Building Blocks: The core trade-offs of the three main payment methods: Cash (certainty vs. drained reserves), Stock (saves cash vs. dilution), and Debt (amplifies returns vs. increased leverage).The Advanced Toolkit: Specialized financing methods, including Leveraged Buyouts (LBOs), Bridge Financing for speed, and Syndicated Loans for distributing massive risk across multiple banks (as seen in the Microsoft/Activision deal).Strategy in Action: We analyze the tailored financing mix of major deals: Microsoft's cash and debt strategy to avoid dilution, Disney's stock/cash balance to protect its credit rating, and Amazon's all-cash approach for speed with Whole Foods.The Critical Checkpoints: The toughest challenge, modeling reality. We discuss how analysts value deals using DCF, stress-test synergies, and what happens when optimism fails (Kraft Heinz).The Resilience Framework: Five key strategic questions every CFO must ask to engineer a capital structure that is robust, aligning the financing's term and structure with the assets being acquired.

Capital Markets Quickie
[254-25] Capital Markets Quickie: Rate Cuts, Tech Fireworks, and Nvidia Hits Five Trillion

Capital Markets Quickie

Play Episode Listen Later Oct 30, 2025 2:40


The Fed cut rates again, but Powell cooled expectations for December. Meanwhile, Nvidia hit a record five-trillion-dollar valuation, and Big Tech earnings took center stage.➡️ 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.

Tank Talks
Why Preventive Medicine is the Next Tech Revolution with Sameer Dhar of NiaHealth

Tank Talks

Play Episode Listen Later Oct 29, 2025 43:55


In this episode of Tank Talks, host Matt Cohen sits down with Sameer Dhar, Co-Founder and CEO of NiaHealth, to explore how proactive healthcare is reshaping the future of medicine.Sameer shares his remarkable journey from living in nursing homes for a year while building his first startup (Sensassure) to launching NiaHealth, a Canadian health-tech company empowering people to take ownership of their longevity through AI-driven diagnostics and personalized insights.With over $8 million in funding and a 12,000-person waitlist, NiaHealth is building a clinician-first model that complements Canada's public system, helping users prevent disease decades before it develops. Sameer also discusses why prevention, not treatment, must drive the next wave of healthcare innovation, how AI will augment rather than replace clinicians, and what it takes to build a mission-driven company in a regulated industry.Whether you're a founder, investor, or health enthusiast, this conversation reveals how the next generation of health tech startups can blend AI, clinical integrity, and human empathy to create lasting impact.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.The Entrepreneurial Spark (05:52)* How the Next 36 program transformed Sameer from a finance student into a founder* The power of founder-focused education in shaping Canada's startup ecosystem* Lessons from learning to “think like a builder” instead of an employeeFrom Customer Discovery to Conviction (10:46)* How customer discovery can turn into “analysis paralysis” if you never act* Why true innovation means taking bold bets, not just collecting insights* The importance of timing when moving from research to executionBuilding NiaHealth (13:26)* The personal mission to keep people healthy long before disease develops* How the pandemic revealed gaps in personal healthcare ownership* The evolution of NiaHealth into a platform offering advanced diagnostics, clinician reviews, and personalized longevity plansIntegrating with the System (17:12)* Why NiaHealth chose a “clinician-first” model rather than going fully digital* How nurse practitioners bridge the gap between data and diagnosis* The importance of integrating with Canada's public system to maintain trustTrust and Transparency (22:51)* Addressing criticism about private healthcare models in Canada* Why NiaHealth avoids affiliate sales to maintain clinical integrity* The company's research-led approach to responsible, evidence-based testingFilling the System's Blind Spots (26:13)* Canada's biggest blind spot: a reactive healthcare model built around disease* How prevention and early diagnostics reduce system strain and save lives* The mission to empower users to act on health risks decades in advanceAI as an Enhancer, Not a Replacement (29:16)* Why Sameer believes AI should support, not replace, clinicians* How AI enhances diagnostic accuracy and clinician productivity* The role of empathy and human connection in patient outcomesScaling Impact (33:11)* NiaHealth's vision to reach 100,000 Canadians by the end of next year* Partnering with insurers and governments to expand preventative care* Why a “built in Canada, for Canada” strategy is key to long-term successAbout Sameer DharSameer Dhar is the Co-Founder and CEO of Nia Health, a serial entrepreneur and health-tech innovator recognized among Canada's Top 20 Under 20 and Edmonton's Top 40 Under 40. He previously founded Sensassure, an elder-care technology startup acquired by global health leader Essity.Connect with Sameer Dhar on LinkedIn: https://www.linkedin.com/in/sameerdhar/Visit the NiaHealth website: https://www.niahealth.co/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

Private Capital Mastery
Unlocking the Secrets of Private Capital Markets w/ Mick Denner

Private Capital Mastery

Play Episode Listen Later Oct 29, 2025 20:22


In this episode of the M & A Guy, host Brian Franco discusses the private capital markets with Mick Denner from Mode GP. They explore the concept of independent sponsors, the importance of generational wealth transfer, and the current market trends in healthcare and industrial services. The conversation highlights the opportunities for entrepreneurs looking to acquire existing businesses and the key factors that make a company attractive to buyers.

Trends with Friends
Internet Capital Markets: Kyle Samani on Solana, Prediction Markets, and the $FORD Play

Trends with Friends

Play Episode Listen Later Oct 29, 2025 59:10


Howard and Michael sit down with Multicoin's Kyle Samani for a fast, no-BS tour of where markets are going next. They rewind the Multicoin origin story (including Howard's IRA adventure), then dive into why 2022–23 was emotionally tougher than the 2018–19 crypto winter. From there, Kyle lays out “Internet Capital Markets”—finance embedded everywhere—why trading inside chats, media, and sports apps is inevitable, and how prediction markets become the new front page of news. We get into Solana's lead, stablecoins as rails, prime brokerage natively on-chain, and why the biggest market makers are already active on Kalshi. Kyle also breaks down Forward Industries (ticker FORD): the $1.65B PIPE, turning it into a Solana treasury company, and deploying SOL/USD into DeFi yield. Plus: AI x crypto as the only barbell that matters, perps vs. options (in plain English), and what Kyle is funding next—new modalities for issuance and trading.Chapters00:00 Cold Open: Howard, Michael & Kyle (freshly married, freshly groomed)01:46 Howard's Multicoin IRA story & the 2019 doldrums05:01 2018–19 vs 2022–23: why the second bear hurt more08:03 Solana 101 & “Internet Capital Markets” explained11:49 Breaking “isolated finance”; embedding trading across the web12:26 Telegram bots → trading where conversations happen15:14 Prediction markets in media & sports (buy/sell on the article)17:21 Stocktwits x Polymarket, swipe-to-trade, and peer-to-peer bets22:01 Institutional plumbing: discovery, silos, and cross-venue UIs25:19 On-chain prime brokerage (Zero on Solana) & collateral efficiency31:54 Why Solana leads; the case for $1T+34:02 Stablecoins as the settlement layer for everything36:15 SIG, Citadel, Jane Street, Jump already active on Kalshi37:40 Sportsbooks vs real markets; letting market makers set prices39:34 Crypto is retail-first: sovereignty, keys, and open participation45:05 Inside FORD: $1.65B PIPE, Solana treasury strategy46:43 Not trading SOL price—deploying SOL/USD into DeFi yield48:30 AI x Crypto barbell: what won't be disrupted53:41 Perps vs options in plain English; leverage (without the Greeks)57:15 Lessons from 2022: correlation, fraud, and risk controls58:40 What Kyle's funding next: new modalities for issuance & tradingKyle's Panel at the All In Summit: https://www.youtube.com/watch?v=ijbLOWFmVe8Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/Disclaimer:All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Capital Markets Quickie
[253-25] Capital Markets Quickie: New Records, Big Tech Tests, and Fed in Focus

Capital Markets Quickie

Play Episode Listen Later Oct 29, 2025 2:46


Wall Street hit new record highs as investors bet on more rate cuts from the Fed and a massive wave of tech earnings. Nvidia and AI optimism led the charge while markets braced for key Fed signals.➡️ 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.

FinPod
What's New at CFI | Communication and Presentation Skills for Finance Professionals

FinPod

Play Episode Listen Later Oct 28, 2025 16:10


FinPod: Communication & Presentation Skills for Finance | Why Soft Skills are Your Career AcceleratorTechnical skills are essential, but if you can't communicate your financial insights clearly and confidently, they have zero impact. This new course, Communication and Presentation Skills for Finance Professionals, is designed to bridge that gap.Join us as we discuss why these "soft skills" are actually your biggest career accelerator in finance, often setting the most successful professionals apart from their peers.This episode covers:Why This Course Was Built: We reveal why strong communication skills, not just technical aptitude, are critical for building trust, improving client relationships, and accelerating your career trajectory (often faster than technical skills alone).What You Will Gain: Learn the power of active listening, how to identify your communication style (passive, aggressive, or assertive), and gain practical tips to adapt your approach to be more effective.The Investment Banking Lesson: Hear why the most successful Managing Directors are not just technical experts, but are highly likable and effective communicators who build strong relationships with clients and teams.Unique Course Features: Get a preview of the course format, including diagnostic exercises to identify your style, real-world video examples of strong and poor communication, and step-by-step frameworks for structuring impactful presentations.Stop sitting at your desk waiting for your work to speak for itself. This course provides you with the tools to communicate with confidence and clarity, enabling you to make the impact you want in your career.

VERIFIED by Bitcoin Suisse
The Year the Dam Broke: Kyle Samani on Internet Capital Markets

VERIFIED by Bitcoin Suisse

Play Episode Listen Later Oct 28, 2025 40:11


In this episode of the VERIFIED Podcast by Bitcoin Suisse, hosts Dominic and Luca are joined by Kyle Samani, Managing Partner at Multicoin Capital and Chairman of Forward Industry. The discussion covers the recent market crash, the resilient performance of DeFi systems, and the ongoing shift from CeFi to DeFi. Kyle also shares his perspective on Solana's upcoming improvements, its potential to challenge Ethereum Layer 2s, and the future of scalable blockchains. In addition, he provides insights into the thriving gold market, fiat debasement, and the evolution of financial cycles. This episode offers valuable perspectives on current events and future trends shaping the crypto landscape. 

Capital Markets Quickie
[252-25] Capital Markets Quickie: Trade Hopes, Tech Earnings, and Record Highs

Capital Markets Quickie

Play Episode Listen Later Oct 28, 2025 2:33


Stocks hit fresh record highs as optimism grew around a potential US-China trade deal and upcoming Fed rate cuts. Big Tech earnings and Qualcomm's bold move into data centers added to the market buzz.➡️ 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.

Animal Spirits Podcast
Talk Your Book: JP Morgan's Long-Term Capital Market Assumptions

Animal Spirits Podcast

Play Episode Listen Later Oct 27, 2025 40:30


On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Gabby Santos, Chief Market Strategist for the Americas at JP Morgan to discuss the 30th annual edition of the firm's capital market assumptions report that covers stock returns, bond yields, inflation, GDP forecasts and more. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Street Talk
Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity

Street Talk

Play Episode Listen Later Oct 27, 2025 32:25


Despite ongoing economic uncertainty and investors' concerns about potential slippage in credit quality, U.S. banks delivered strong third-quarter results that beat expectations across the board. In the episode, Chris Nichols, Director of Capital Markets at South State, discusses third-quarter earnings trends, including the continued resilience of consumer spending, the stabilization of credit quality after several quarters of deterioration, and the unexpected strength in fee income. Nichols and Street Talk host Nathan Stovall dissect the controversy around loans to nondepository financial institutions (NDFI) following several high-profile credit losses, debating whether these incidents represent isolated frauds or canaries in the coal mine. Nichols also highlighted strategic imperatives for banks heading into 2026 and argued that now is the time to rebuild deposit franchises through product innovation and marketing creativity—not rate competition. Nichols and Stovall also explore the reawakening M&A landscape as regulatory headwinds ease and activist investors enter the fray.

FireSide
Private markets outlook: CIO Mike Kelly—The new investing imperative

FireSide

Play Episode Listen Later Oct 27, 2025 43:48 Transcription Available


In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today's environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.  The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights  Follow the value, not the herd: The new private markets imperative Q4 U.S. economic outlook: Artificial intelligence, real economic impact U.S. exceptionalism at a crossroads Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

Capital Markets Quickie
[251-25] Capital Markets Quickie: Markets Brace for Fed Decision, AI Earnings, and Shutdown Fallout

Capital Markets Quickie

Play Episode Listen Later Oct 27, 2025 2:56


A busy week ahead: the Fed's rate decision, AI-focused earnings from the Magnificent Seven, and a government shutdown weighing on economic data. Investors brace for volatility.➡️ 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 Auto Finance Roadmap
Tricolor bankruptcy prompts calls for transparency, portfolio reviews 

The Auto Finance Roadmap

Play Episode Listen Later Oct 27, 2025 12:52


Investors are seeking more transparency following Tricolor's Chapter 7 bankruptcy filing last month, which has also prompted several auto lenders to review their books and assure investors of loan quality and operational health.  The auto finance industry and asset-backed securitization issuers could benefit from more transparency and consistency in disclosure policies, panelists said during a session on Oct. 21 at FT Live's ABS East in Miami. Auto lenders are reviewing their portfolios following allegations levied against Tricolor for double-pledging of assets on its warehouse lines of credit. Ford Credit reviewed its millions of contracts to confirm they “are either not securitized or we are in one deal and one deal only,” Ryan Hershberger, director of global funding and capital markets for Ford Motor, said during a panel at the show.  Investors are looking for more information and understanding on how double-pledging could occur, Lendbuzz Chief Executive Amitay Kalmar said at the event. In fact, Credit Acceptance Corp. addressed investor questions in multiple 8-K filings with the SEC as the industry becomes more cautious. Meanwhile, third-quarter earnings point to growth at banks, captives and retailers. AutoNation Finance's originations jumped 85.7% year over year; Capital One's auto originations rose 17.2% YoY; Lithia Motors' finance arm Driveway Finance's originations rose 41.3% YoY; GM Financial's originations declined 3.5% YoY; and Ford Credit's portfolio and earnings before taxes increased YoY. Auto Finance Summit 2025 also highlighted how auto lenders are using AI and machine learning to track borrower habits, and where consumer sentiment is trending. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, senior associate editor Truth Headlam and associate editor Aidan Bush discuss key takeaways from recent industry events, including ABS East and Auto Finance Summit 2025, as well as Q3 earnings for the week ended Oct. 24. 

Capital Markets Quickie
[250-25] Capital Markets Quickie: Cool Inflation, Hot Markets: Wall Street's Record Friday

Capital Markets Quickie

Play Episode Listen Later Oct 25, 2025 2:12


Stocks hit new record highs as inflation cooled off more than expected, fueling optimism for a Fed rate cut. Meanwhile, Trump canceled trade talks with Canada, and Intel impressed with strong quarterly results.➡️ 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 Bid
237: Global Exchange: How Investors In Asia Pacific Markets Are Positioning For What's Next

The Bid

Play Episode Listen Later Oct 24, 2025 23:13


Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios.In this episode of The Bid, host Oscar Pulido speaks with Alex Brazier, Global Head of Investment & Portfolio Solutions, and Navin Saigal, Head of Global Fixed Income for Asia Pacific. Joining from Singapore, they share on-the-ground insights into how investor sentiment, policy divergence, and portfolio positioning are evolving across the region.Alex explains how investors' appetite for risk has returned — with the strongest demand for equities and alternatives now coming from APAC. Navin highlights why Asia's fixed income markets have outperformed this year, as conservative fiscal policy and lower inflation have driven steady yields and strong demand. Together, they unpack what these shifts mean for APAC markets investing and global diversification.Sources: BlackRock Investor Survey, September 2025Insights include:· How global investors are reallocating toward Asia Pacific assets· Why policy divergence between the U.S. and Asia is creating opportunities in fixed income· The growing appeal of short-duration bonds and local-currency exposure· How correlations between the U.S. dollar, equities, and bonds are shifting· The renewed focus on gold and liquid alternatives as portfolio diversifiersKey moments in this episode:00:00 Introduction to Global Market Trends00:32 Focus on Asia's Market Dynamics00:51 Insights from Investment Experts01:53 Investor Sentiments and Diversification05:01 Opportunities in Asia's Fixed Income Markets07:25 Equity Market Opportunities11:03 Currency Risk and Hedging Strategies13:55 Challenges in Asia Pacific Investments16:05 Diversification Beyond Traditional Assets19:22 Looking Ahead: Market Predictions for 202521:53 Conclusion and Upcoming Episodes Check out this playlist to learn more about tariff volatility and global markets: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI

Tank Talks
The Rundown 10/24/25: AI Lawsuits, Open Banking, and Canada's Economic Crossroads

Tank Talks

Play Episode Listen Later Oct 24, 2025 24:31


In this episode of Tank Talks, host Matt Cohen and John Ruffolo break down the most important stories shaping Canada's innovation economy, from the upcoming federal budget and its impact on founders and investors, to Canada's fintech shake-up as open banking finally gains momentum.The duo dives into AI's growing legal minefield, including the mounting lawsuits against Perplexity and Sora, and discusses what this means for startups training models on licensed versus unlicensed data. They also unpack Cohere's rumored IPO, Canada's AI partnership with the UAE, and what it reveals about the country's global strategy for data centers and sovereign capital.From Blue Jays playoff economics to AI data sovereignty, this Rundown is packed with sharp insights, timely analysis, and the kind of candid commentary you won't hear anywhere else.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.Canada's Make-or-Break Federal Budget (08:46)With the federal budget weeks away, John calls this the Liberal government's credibility test, a defining moment for innovation, R&D reform, and fiscal discipline.* The state of Canada's finances and investor sentiment* Expectations for R&D tax credit and AI policy reform* Why “good ideas” might not matter if the fiscal hole is too deepOpen Banking Finally Gets Real (12:55)The Bank of Canada registers 300 new payment service providers, marking a major milestone for Canada's fintech ecosystem.* How this could shake up the Big 5 banks' oligopoly* Why Wealthsimple, Shopify, and Koho stand to gain* John's take on trust, liquidity, and the future of financial competitionCanada-UAE AI Investment Deal (15:34)AI Minister Evan Solomon signs a non-binding MOU with the UAE on data center investment. Is this a real opportunity or political theater?* What “non-binding” really means for Canada's capital strategy* Mark Carney's push to diversify trade away from the U.S.* Why every major country is chasing sovereign data capitalCohere's IPO Tease and the AI Hype Cycle (18:11)Cohere's CEO Aidan Gomez hints at “going public soon.” Matt and John weigh the risks and timing of an AI IPO in a frothy market.* Lessons from the Faire America IPO and $16B valuations with no assets* The pressure of capital requirements in AI infrastructure* Why timing the public markets almost never worksAI Lawsuits, IP Infringement, and Data Licensing Wars (20:48)From Reddit vs Perplexity to Hollywood vs. Sora, Matt and John break down the growing AI legal battles over content rights.* The global IP divide: what happens when China ignores licensing rules* Why only the biggest players can afford compliance* The coming “Rule of Three” in the AI data economyConnect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect 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

Crypto Hipster Podcast
Pioneering Regulated Structures That Bring Wall Street-Grade Risk Management to Digital Assets, with Patrick Wood @ DelphX Capital Markets (Video)

Crypto Hipster Podcast

Play Episode Listen Later Oct 24, 2025 35:08


Patrick Wood is the CEO of DelphX Capital Markets, pioneering regulated structures that bring Wall Street-grade risk management to digital assets and fixed income. A 25-year markets veteran, he's focused on bridging traditional finance with the future of institutional crypto.Patrick is a seasoned financial markets expert and visionary, with over 25 years of experience transforming the capital markets landscape across North America. As CEO of DCM Inc., Patrick is leading the charge in financial innovation with the world's first Credit Rating Security (QCS), launched in March 2023—a breakthrough designed to bring institutional-grade governance, risk transfer, and return potential to fixed income portfolios.

Capital Markets Quickie
[249-25] Capital Markets Quickie: Wall Street Rises Ahead of Trump–Xi Meeting and Fresh Inflation Data

Capital Markets Quickie

Play Episode Listen Later Oct 24, 2025 2:38


Stocks climbed as markets welcomed news of an upcoming US-China meeting and oil prices jumped on new sanctions against Russia. Investors also sifted through a wave of earnings from Tesla, IBM, and American Airlines while waiting for key inflation data on Friday.➡️ 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.

Crypto Hipster Podcast
Pioneering Regulated Structures That Bring Wall Street-Grade Risk Management to Digital Assets, with Patrick Wood @ DelphX Capital Markets (Audio)

Crypto Hipster Podcast

Play Episode Listen Later Oct 24, 2025 35:08


Patrick Wood is the CEO of DelphX Capital Markets, pioneering regulated structures that bring Wall Street-grade risk management to digital assets and fixed income. A 25-year markets veteran, he's focused on bridging traditional finance with the future of institutional crypto.Patrick is a seasoned financial markets expert and visionary, with over 25 years of experience transforming the capital markets landscape across North America. As CEO of DCM Inc., Patrick is leading the charge in financial innovation with the world's first Credit Rating Security (QCS), launched in March 2023—a breakthrough designed to bring institutional-grade governance, risk transfer, and return potential to fixed income portfolios.

FinPod
Corporate Finance Explained | The Power of Financial Ratios

FinPod

Play Episode Listen Later Oct 23, 2025 16:26


Financial ratios are the essential shorthand analysts use to distill massive financial statements into actionable insights. In this episode of Corporate Finance Explained on FinPod, we go beyond academic definitions to explore how ratios reveal a company's true story, measuring performance, efficiency, and existential risk.We examine four pillars of analysis and use contrasting examples, such as Apple vs. Dell, Walmart, Netflix, and the catastrophic failure of Enron, to illustrate how to identify red flags and assess the quality of a business.This episode covers:The Four Pillars of Analysis: Liquidity, Profitability, Leverage, and Efficiency, and why they are the strategic dials that CEOs and CFOs constantly turn.Liquidity Secrets: Why a low current ratio is a sign of strength for an efficient company like Walmart (operating on negative working capital), but a red flag for almost everyone else.The Profitability Contrast: Why Apple competes on premium margin while Dell competes on volume, and how different strategies play out in Operating Margin and Return on Assets (ROA).The Misleading Metrics: Why the P/E ratio is often overrated and why Return on Equity (ROE) can be misleading, masking high risk—and how the DuPont Framework is essential for determining the quality of that return.Leverage & Strategy: The high-risk, high-reward strategy of Netflix using high debt to fund content growth (strategic leverage) versus the structural leverage profile of Dell.The Enron Lesson: The ultimate warning. How the cash flow statement and leverage ratios exposed the fraud, proving that a beautiful income statement means nothing if the underlying cash flow is telling a darker story.

Capital Markets Quickie
[248-25] Capital Markets Quickie: Tech Takes a Hit, Gold Tries to Recover, and Tesla Tops Forecasts

Capital Markets Quickie

Play Episode Listen Later Oct 23, 2025 2:18


Markets pulled back as tech stocks lost steam and investors digested fresh earnings from Tesla and others. Gold tried to bounce after its historic crash, while bitcoin and the broader risk trade struggled to find footing.➡️ 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.

Capital Markets Quickie
[247-25] Capital Markets Quickie: Gold Crashes, AI Expands, and Netflix Misses

Capital Markets Quickie

Play Episode Listen Later Oct 22, 2025 2:26


Gold saw its biggest drop in over a decade, Wall Street cheered solid earnings from blue-chip giants, and OpenAI launched a game-changing AI browser. Meanwhile, Netflix and Texas Instruments slipped after mixed results.➡️ 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 Source of Commercial Real Estate
Using an Abundance Mindset for Success in Small Bay Industrial with David Hansel

The Source of Commercial Real Estate

Play Episode Listen Later Oct 21, 2025 33:36


Connect with David:https://lucerncapital.com/https://www.linkedin.com/in/david-hansel-a6600b7/ Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

FinPod
Corporate Finance Explained | Hedge Funds in Corporate Finance: Myths, Realities, and Case Studies

FinPod

Play Episode Listen Later Oct 21, 2025 16:11


If you're in corporate finance, you need to understand the true influence of Hedge Funds. They are not just market speculators; they are powerful, concentrated stakeholders whose specific demands can change a company's financial destiny overnight, forcing massive share buybacks, debt reduction, or strategic divestitures.In this episode of Corporate Finance Explained on FinPod, we cut through the Hollywood stereotypes to analyze the actual mechanics of Activist Hedge Funds, what they demand, and how your finance team should strategically respond.This episode covers:The Mechanics of Activism: We break down the differences between traditional funds and activist funds, explaining how concentrated capital and strategic long/short bets give them immense power over public companies.Myth Busting: We dispel common misconceptions, showing how effective activists often push for deep, long-term foundational changes (like operational turnarounds) and act as catalysts for value creation.Three Levers of Influence: How activists deploy power: 1) Influencing Valuation by announcing their position, 2) Shaping Corporate Strategy through board nominations and proxy battles, and 3) Driving M&A Activity and divestitures.Real-World Case Studies: Analysis of classic activist campaigns, including Carl Icahn's push for massive buybacks at Apple, Elliott Management's operational critique of AT&T, and Bill Ackman's leadership change at Canadian Pacific Railway.The Strategic Response Framework: Practical steps for finance teams to prepare: Proactively modeling activist scenarios (buybacks, spinoffs), continuously stress-testing capital allocation, and strengthening communication to remove an activist's ammunition.

The Mike Hosking Breakfast
Robbie Paul: Icehouse Venture Chief Executive questions supposed gap in capital market

The Mike Hosking Breakfast

Play Episode Listen Later Oct 20, 2025 2:08 Transcription Available


There are concerns that Labour's trying to fix a capital problem that kiwis don't have. The party's pitching a $200million Future Fund that re-invests dividends from specified Crown assets, into businesses and infrastructure projects. It'll invest solely in local projects. Icehouse Ventures CEO Robbie Paul told Mike Hosking the policy is agreeable and directionally correct, but wonders if there's a gap in the capital market. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Digital Executive
Tokenizing Equity: Joris Delanoue - Building Fairmint and the Future of On-Chain Capital Markets | Ep 1129

The Digital Executive

Play Episode Listen Later Oct 18, 2025 19:32


In this episode of The Digital Executive, host Brian Thomas sits down with Joris Delanoue, Co-CEO and Co-Founder of Fairmint, a pioneering FinTech company transforming how startups raise and manage capital through blockchain-based equity.Joris shares the personal frustrations that inspired Fairmint—his challenges with illiquid investments, limited access to ownership, and the outdated structure of private fundraising. He explains how Fairmint was built to democratize financial upside by embedding startup equity directly on-chain, making ownership more transparent, efficient, and inclusive.From navigating U.S. securities regulations to earning SEC registration as a transfer agent, Joris recounts the company's journey balancing innovation and compliance. He also reveals how Fairmint's Open Cap Format is redefining cap table management across the industry—creating a new, open standard for digital equity.Finally, Joris offers his vision for the future: a world where blockchain blurs the line between private and public markets, automating processes, cutting costs, and unlocking liquidity for founders, investors, and employees alike.If you're passionate about the intersection of finance, regulation, and decentralized technology, this conversation offers a rare glimpse into how on-chain infrastructure is reshaping capital markets from the ground up.If you liked what you heard today, please leave us a review - Apple or Spotify. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Bid
236: Investing in AI – From Its Origins to What Lies Ahead for Energy, Geopolitics, and Markets

The Bid

Play Episode Listen Later Oct 17, 2025 17:27


Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.With recent headlines in OpenAI from its $100bn Nvidia investment to its release of Sora, this special in-depth episode of The Bid brings together highlights from across our conversations with BlackRock experts to trace the arc of AI's evolution: its origins, today's massive infrastructure build-out, the unprecedented power demand it creates, its adoption across industries, its geopolitical stakes, and what lies ahead for investors.Key themes:The history and milestones that shaped AI as an investment themeThe massive infrastructure and capital fueling the AI build-outWhy AI's energy demands could reshape global power consumptionHow AI adoption is boosting productivity and changing workAI as a geopolitical competition between nationsWhat the exponential future of AI may bring for marketsKey moments in this episode:00:00 Introduction to a reflection on AI00:20 The Evolution of AI: From Theory to Practice00:56 The Investment Landscape of AI01:45 Historical Milestones in AI05:08 The Build-Out Phase of AI Infrastructure07:25 Energy Demands of AI09:43 Adoption and Transformation of AI10:57 AI in Geopolitical Competition12:09 The Future of AI: Layers of Opportunity16:16 Conclusion and Investor InsightsCheck out this playlist to learn more about AI investing: https://open.spotify.com/playlist/1rt6kLl0fzg9D7puEkAupq

Tank Talks
Why 95% of AI Projects Fail (And How to Be in the 5% That Succeed) with James Baskin of ZeroStone AI

Tank Talks

Play Episode Listen Later Oct 16, 2025 47:22


In this episode of Tank Talks, Matt Cohen is joined by James Baskin, Founder and CEO of ZeroStone AI, to explore how businesses can transition from AI experimentation to real-world impact. James, a three-time founder with multiple successful exits, shares his journey from engineering at the University of Toronto to building and selling telecom ventures alongside Globalive's Anthony Lacavera. He offers valuable insights into leadership, resilience, and overcoming imposter syndrome.Drawing from over 300 conversations with CEOs and AI leaders, James discusses why many companies are “AI-aware but not AI-ready.” He reveals how ZeroStone helps mid-market firms turn failed pilots into scalable, impactful AI systems. James also highlights the differences between generative and agentic AI, the dual transformation of technology and people, and the importance of fostering a culture of curiosity and continuous learning for long-term success. This episode offers practical advice for founders and executives navigating the AI revolution.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.The Founder's Journey & Imposter Syndrome (00:09:41)* “Scaling Your Everest”: the emotional toll of leadership* Facing imposter syndrome in boardrooms* Anthony Lacavera's hard advice: “You don't know what you're doing.”* How that painful truth became a turning pointFrom Go-To-Market to AI Strategy (00:16:00)* Consulting with Series A/B startups on GTM and sales* Transition to AI after dozens of founder conversations* Why most OKRs fail: objectives must tie directly to long-term strategy* Introducing a new framework rooted in “Seven Powers” by Hamilton HelmerBuilding ZeroStone AI (00:22:22)* Founding mission: help mid-market firms (>$50M revenue) unlock real AI value* Observing 300+ executive discussions on AI, awareness high, action low* Why cultural and digital transformations must happen together* Moving beyond “copilots” to autonomous, agentic AI systemsThe AI Leadership Gap (00:24:27)* Boards push for AI results, but internal teams lack clarity* “You need both a data transformation and a human capital transformation.”* The rise of self-selecting teams, who adapts, who opts out* Building cultures of learning, not fearWhy 95% of GenAI Pilots Fail (00:31:16)* Most projects don't touch core business processes* Generative AI ≠ Agentic AI: only the latter changes workflows* AI agents as “digital workers” vs. human productivity tools* How CEOs can start small, measure impact, and scale over three yearsOvercoming the Pilot Trap (00:36:30)* Scaling beyond sandboxes by fixing data architecture* The critical role of clean data lakes, enrichment, and governance* Why early-stage companies move faster than legacy enterprisesAbout James BaskinFounder & CEO of Zero Stone AIA three-time founder with successful exits, James is a seasoned expert in go-to-market strategy, OKRs, and sales leadership. Through ZeroStone AI, he is now guiding mid-market companies to unlock true, measurable value from agentic AI, moving beyond failed pilots to autonomous systems that transform businesses.Connect with James Baskin on LinkedIn: https://www.linkedin.com/in/jamesbaskin/Visit the ZeroStone AI Website: https://www.zerostone.ai/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

Onramp Media
Altcoins Implode, Bitcoin Stands Strong: A Masterclass in Signal vs Noise

Onramp Media

Play Episode Listen Later Oct 13, 2025 59:17


Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Introduction and Overview of Recent Events02:53 - Texas Capital Markets and Blockchain Summit Insights05:59 - Understanding the Debasement Trade and Fiscal Policies08:40 - Market Reactions to Recent Economic Announcements12:07 - The Fragility of the Crypto Ecosystem14:53 - Lessons from Recent Market Volatility17:44 - The Role of Bitcoin in a Volatile Market20:55 - The Future of Prediction Markets and Information Discovery30:35 - The Nuances of Prediction Markets32:45 - Square's AI Voice Ordering and Bitcoin Integration37:55 - Traditional Finance Meets Digital Assets42:17 - Sovereign Adoption of Bitcoin49:42 - The Risks in Capital Markets and First BrandsIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.theblock.co/post/374266/crypto-liquidations-near-10-billion-in-historic-drawdown-following-trumps-100-tariffs-on-chinahttps://www.cnbc.com/2025/10/10/morgan-stanley-drops-crypto-fund-restrictions-for-wealth-clients.htmlhttps://blockworks.co/news/bank-of-russia-limited-cryptohttps://www.theblock.co/post/374286/rwa-giant-securitize-eyeing-public-listing-via-cantor-fitzgerald-spac-at-unicorn-valuation-bloomberghttps://techcrunch.com/2025/10/10/kalshi-hits-5b-valuation-days-after-rival-polymarket-gets-2b-nyse-backing-at-8b/https://techcrunch.com/2025/10/08/square-launches-ai-voice-ordering-and-an-integrated-bitcoin-solution-for-merchants/https://www.theblock.co/post/373957/paypay-acquires-40-stake-in-binance-japan?utm_source=rss&utm_medium=rsshttps://www.prnewswire.com/news-releases/galaxy-announces-460-million-strategic-investment-from-a-leading-asset-management-firm-302581126.htmlhttps://x.com/unusual_whales/status/1977710157766307970https://x.com/matthew_sigel/status/1976251057421647886https://x.com/gladstein/status/1976684360754684366https://x.com/nextfckingthing/status/1977072040227045729https://x.com/kaledora/status/1977138503382413777https://x.com/web4O/status/1977109201311908304https://x.com/_Checkmatey_/status/1977112327704268833https://finance.yahoo.com/news/wall-street-pivots-morgan-stanley-114628117.htmlhttps://blockworks.co/news/morgan-stanley-crypto-accesshttps://x.com/HighyieldHarry/status/1976107853695107382Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.
#956: Understand The Power of Corporate Sale-Leasebacks

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.

Play Episode Listen Later Oct 6, 2025 20:07


Karly Lacono is a Senior Vice President in CBRE's Capital Markets, Investment Properties group, specializing in the acquisition and disposition of net-lease assets and large portfolio transactions nationwide. She's a recognized expert incorporate sale-lease back structuring, multi-tenant retail investments, and development advisory where she guides both institutional and private clients through complex deals. Additionally, she's the host of the popular 'Commercial Real Estate Now' podcast where she shares expert insights on the news and trends shaping the commercial real estate landscape. We deep into corporate sale-lease backs, the what, how, and why. Exploring how this powerful tool can benefit both companies and investors alike. Connect with Karly: https://www.cbre.com/, karly.iacono@cbre.com  Highlights: 2:00 — What Is a Sale-Leaseback 4:00 — Tax & Capital Advantages 06:00 — Top Industries Using It 11:00 — Credit Drives Cap Rates 17:00 — Finding the Right Investment Quote: “A sale-leaseback isn't just a way to sell real estate, it's a strategic tool to unlock capital, fuel growth, and strengthen your business for the long term.”   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

All-In with Chamath, Jason, Sacks & Friedberg
Multicoin Capital's Kyle Samani on Internet Capital Markets

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Oct 1, 2025 13:32


(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - https://www.polymarket.com/ Follow Kyle: https://x.com/KyleSamani Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg