Podcasts about CFA

Bitcoin broke its all-time high. Meanwhile, stablecoin legislation is about to pass. And the macro picture is a powder keg. In this episode of Bits + Bips, Steve Ehrlich, Ram Ahluwalia, and Noelle Acheson are joined by Austin Campbell to break down what's really driving markets, and what could break them. From the GENIUS Act reshaping stablecoins to tariffs putting pressure on the Fed, to the Pump.fun ICO and memecoin mania, nothing is off limits. And with crypto ripping, is it time to ride the rally, or take some risk off the table? Thank you to our sponsor! Bitwise Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Guest: Austin Campbell, founder and managing partner of Zero Knowledge Consulting Unchained:  Bitcoin Sets New All-Time High, But Eyes Even Bigger Gains PUMP Traders Make Big Options Bets on the Token Surging Past Its ICO Price Grayscale Files Confidential IPO Paperwork Timestamps:

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Ryan O'Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss the investment case for AST SpaceMobile (Nasdaq: ASTS), a satellite designer and manufacturer based in Midland, Texas. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

What's driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors, joins host Mike Wallberg, CFA, to unpack the geopolitical and economic currents shaping investor sentiment. From the muted market reaction to Middle East tensions and the structural tilt of US markets toward growth, to the evolving implications of tariffs and AI's layered impact across industries, Shipley offers a clear-eyed view on where investors might find both challenges and opportunities. Listen in for his take on why value stocks are resurfacing, how housing affordability pressures could shape the macro landscape, and why small caps might be ripe for a comeback. Don't miss this deep-dive conversation on market resilience, risk signals, and forward-looking strategies for navigating volatility.

Is leaving the woods alone really the best way to preserve them? According to forester Ryan Trapani of the Catskill Forest Association, “doing nothing” comes with hidden costs—and a whole lot of shade-loving trees. In this immersive forest consultation, Ryan pays a visit to host Brett Barry's property to explore hands-on stewardship, the limits of laissez-faire ecology, and the surprising power of sunlight in shaping forest health.In this episode:How to spot hazard trees before they fall (and cost you)Why “doing nothing” might be the worst forest strategyTree-for-tree advice on pruning, spacing, and crop tree managementSunlight as a limiting factor in Catskill forest healthTips for invasive pest management: ash decline & hemlock woolly adelgidCFA's hands-on services, from mushroom inoculation to apple graftingPlus, hear Ryan's reflections on 700+ episodes of From the Forest radio—and learn how CFA's independent, community-driven model helps landowners steward their properties with purpose.More info: 

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the second quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the second quarter, as well as the current tariff situation, and Trump's One Big Beautiful Bill Act. This is a great episode to catch up on the current status of the stock market. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

Matt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Siddharth Chakravarty, Director of Investments at Coaction Specialty, for an in-depth executive spotlight. Sid shares his unique journey from engineering and neuroscience research to managing a multi-billion-dollar insurance portfolio, offering a distinctive lens on the future of insurance investing. Together, they explore emerging opportunities in alternatives, with a focus on real asset infrastructure and secondaries, and examine the implications of regulatory developments, private credit benchmarking, and liquidity management. Sid also dives into the evolving role of AI in investment operations, the importance of data governance, and how small teams can gain scale through strategic automation. This thoughtful, wide-ranging conversation is a must-listen for insurance professionals seeking to build resilient, future-ready portfolios.

In this episode, we chat to a returning guest, who appeared in October 2024 (episode 471). John Lee, CEO and Executive Chairman of Silver Elephant, but also the CEO of CleanTech Vanadium Mining Corp who are a listed critical mineral exploration company who acquired Campbell-Crotser Fluorspar project in Kentucky. John has an Economics and Engineering degree, a CFA charterholder, and accredited investor who specializes in mining M&A, raising over $150 million through the TSX and TSX Venture Exchange for junior companies since 2009. He talks about the history of CleanTech, more about Fluorspar, including supply and demand, more about Kentucky as a mining jurisdiction, and his take on the precious metals at the moment. KEY TAKEAWAYS Fluorspar is an essential mineral used in various industries, including nuclear power production, solar energy, EV batteries, and pharmaceuticals.  The global production of fluorspar is heavily reliant on China, which produces 66 million tons annually, while the U.S. has no domestic production.  The recent acquisition of the Campbell Prosser project in Kentucky positions Cleantech Vanadium Mining Corp to capitalise on the growing demand for fluorspar.  Fluorspar prices have seen significant increases, with projections suggesting they could double or even quadruple by 2030 due to rising demand in critical applications and government initiatives aimed at self-sufficiency in mineral production. BEST MOMENTS "China produces today 66 million tons of fluorospar per year, and global production is 10 million tons. This creates a critical supply issue." "The project is in an excellent location with over 30 neighboring fluorospar projects... and has excellent infrastructure." "I think it's going to be within this current administration, you're going to see potentially doubling of the fluorospar price." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org GUEST SOCIALS  https://ca.linkedin.com/company/cleantechctv https://cleantechctv.com/  CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen, where we explore critical financial strategies for Canadian entrepreneurs. Today, we're focusing on effective cash flow management, preparing for capital raises, and advocating for government support for small businesses. Recent statistics reveal that cash flow issues are a leading cause of business failures, making expert financial advice essential for achieving sustainable growth.Joining us today is Daryl Ching, CFA, Founder & President of Vistance Accounting, a firm dedicated to helping small and mid-sized businesses across Canada. We'll discuss why cash flow management is crucial, how to prepare for investor approaches, and how to hold the government accountable for its promises to small businesses. Let's dive in!Key Highlights:1. 82% of Business Failures Are Due to Cash Flow Management: Daryl will explain the common reasons why small businesses struggle with cash flow and how Vistance Accounting fills the void in advisory services to prevent these failures.2. Companies Are Often Unprepared When Approaching Investors for a Capital Raise or Selling Their Business: Daryl will discuss the best approach when contacting investors or the bank for financing and the key steps businesses should take to maximize their value in these critical discussions.3. Holding the Liberal Government Accountable for Promises to Small Businesses: Daryl will share his perspective on the current status of government promises to small businesses and how we can collectively hold the government accountable for delivering on them.4. Common Financial Blind Spots Among Small Business Owners: Daryl will highlight some of the most common financial blind spots he observes among small business owners and how these overlooked areas can impact long-term stability and growth.5. Investing in Accounting Beyond Bookkeeping and Tax Services: Daryl will discuss when business owners should start contemplating investing in accounting services beyond basic bookkeeping and tax filings, and the benefits of a more strategic approach to financial management.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter's to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix How low fees—not “sexy” alts—make numbers grow His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement) How simplicity wins  

On this empowering episode of RWorld Talk, we sit down with Maggie Vo, CFA, Managing General Partner at Fuel Venture Capital, to explore what it really means for Realtors® to build long-term wealth beyond just closing deals. Maggie shares insider insights on smart investing, financial strategies for commission-based professionals, and how to think like an entrepreneur in today's rapidly evolving market. Maggie dives into emerging PropTech opportunities, discusses how Realtors® can diversify their income, and highlights practical steps to control your financial future. You can watch the video of RworldTalk podcasts on YouTube.

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Isaiah Toback, Partner and Deputy Co-CIO at Castlelake, for an in-depth conversation on asset-based private credit. Isaiah shares his journey from structured finance to Castlelake, offering unique insight into how the firm has built its strategy from the ground up as a pure-play asset-based investor.   Together, they explore the structural shifts driving the growth of private credit, including regulatory changes, the rise of non-bank lenders, and the growing need for alternative funding sources. Isaiah breaks down how Castlelake approaches portfolio construction, risk management, and customization—particularly for insurance investors with specific liability and duration targets. This episode is a must-listen for insurance professionals looking to understand the future of asset-based finance and what makes this sector both complex and compelling.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The One Big Beautiful Bill Act is over 800 pages long and packed with tax changes that impact retirees, individuals, and small business owners. From expanded standard deductions and new senior tax breaks to permanent small business deductions and the end of many green energy credits, this bill reshapes key parts of the tax code — at least for the next few years. In this episode, Tyler Emrick, CFA®, CFP®, breaks down what's actually in the bill and what it means for your planning. You'll learn: How the standard deduction and senior deduction are changing (and why it matters for Social Security taxation) The permanent extension of reduced tax rates from the 2017 tax law New above-the-line deductions for tips, overtime, and car loan interest Changes to SALT deductions and charitable contributions What small business owners need to know about the permanent QBI deduction and phaseouts Whether you're already retired or planning ahead for your business and family, this episode will help you understand the real implications — without having to read 800 pages of tax law yourself. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals: http://bit.ly/calltruewealth   Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In this episode Canadian bond portfolio manager, Crista Caughlin, and balanced portfolio manager, Steven Visscher discuss Q2's market and economic activity. Topics covered include “Liberation Day's” tariff shocks, central bank policies, inflation, and other themes. Key Takeaways:   The announcement and subsequent deferral of sweeping U.S. tariffs caused significant market volatility, with a sharp initial selloff followed by a rapid recovery. The uncertainty around trade policy had a pronounced impact on economic growth expectations and market sentiment.   The quarter featured slowing growth in both the U.S. and Canada, with notable weakness in consumer spending and business investment. Despite expectations, inflation remained contained, and employment data presented a mixed picture—stronger in the U.S., weaker in Canada.   Central banks responded differently to domestic economic conditions. The ECB cut rates twice due to weaker growth and contained inflation, while the Fed and Bank of Canada adopted a wait-and-see approach, maintaining a dovish bias but holding rates steady.   There was a notable reversal in equity performance trends, with international and emerging market equities outperforming U.S. equities. This—among other factors—raised questions about the potential end of U.S. exceptionalism, though we remain cautious against drawing premature conclusions.   Credit spreads tightened to multi-decade lows, reflecting either investor confidence or complacency. Interest rates remained range-bound despite volatility, and the structural shift to higher neutral rates appears to have already occurred in recent years.   Host: Kevin Minas, CFA, MBA, CAIA – Institutional Portfolio Manager Guests: Crista Caughlin, CFA – Portfolio Manager Steven Visscher, CFA – Portfolio Manager   This episode is available for download anywhere you get your podcasts.    Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit Mawer at https://www.mawer.com.   Follow us on social:   LinkedIn - https://www.linkedin.com/company/mawer-investment-management/   Instagram - https://www.instagram.com/mawerinvestmentmanagement/ 

Watch this week's educational episode where Trey Booth unpacks a surprising perspective on America's $50 trillion debt. You might be shocked at how small that number looks when you see what it's up against. Watch to learn more.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners […] The post How Large is the US Debt? first appeared on Fi Plan Partners.

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets.  This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.   AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

La région de la Bouenza, dans le sud-ouest du Congo, s'industrialise un peu plus. Le président Denis Sassou-Nguesso vient d'officialiser la mise en service d'une distillerie à Moutela, au sud de Nkayi, la quatrième ville du Congo. Opérée par la Société agricole de raffinage industriel du sucre, filiale du groupe français Somdia, elle transformera les résidus de sucre, autrefois jetés, en alcool pour l'industrie. De notre correspondant à Brazzaville, La route qui mène à la distillerie de Moutela traverse d'immenses champs de canne à sucre. Après deux ans de construction, l'usine est inaugurée par les autorités. Le PDG du groupe Somdia, Olivier Parent, mène la visite. « Cette distillerie avec une capacité de production de six millions de litres peut produire six millions de litres d'alcool chaque année. Et, nous utilisons les co-produits issus de la sucrerie pour cela, explique le dirigeant. La sucrerie transforme la canne à sucre en sucre. Il y a des co-produits qu'on appelle la mélasse. Cette mélasse est transférée vers la distillerie : il y a une réaction de fermentation et de distillation pour créer de l'alcool à 96 degrés qui va être utilisé par les industriels à la fois pour de la boisson, de la pharmacie et de la cosmétique ». Les importations d'alcool, qui étaient nécessaires aux industriels au Congo, vont pouvoir s'arrêter, estime le groupe Somdia. La distillerie a nécessité un investissement de 17 milliards de francs CFA et une formation spécifique du personnel. « La distillerie à ce jour, côté exploitation, c'est une soixantaine de personnes qui vont travailler pendant la durée de la campagne, tout en sachant que l'on est couplés à la durée de la campagne sucrière. C'est donc une entreprise saisonnière qui va produire pendant cinq mois et aller en campagne de maintenance pendant sept », précise Serigne Bassirou Pouye, le directeur d'exploitation. À lire aussiCongo-B.: la transformation des produits locaux, une priorité à l'heure de la Zlecaf Présents à l'inauguration de la distillerie, certains habitants de la région saluent les opportunités d'emploi. Mais d'autres s'inquiètent des risques de pollution, car les rejets de la distillerie seront versés dans la rivière Niari. « Il faut que l'entreprise crée des conditions pour que les poissons qui sont dans l'eau et les riverains qui sont plus bas ne puissent pas subir les impacts de la distillerie », appelle de ses vœux cet habitant de la localité. L'industrialisation se développe dans la région de la Bouenza. « Une priorité absolue » insiste Antoine Nicéphore Fylla de Saint-Eudes, le ministre du Développement industriel. L'État congolais a pris une participation au capital de la nouvelle distillerie. À lire aussiCongo-Brazzaville: la société italienne Eni lance une unité de production d'huile dans le sud du pays

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets.  This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.   AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

In this episode of Bits + Bips, we examine how rising global trade tensions could impact macro conditions, the Fed's next move, and market stability. We also explore how investors should position themselves with inflation cooling and an uncertain policy path at the Fed. We then look at what's happening on the crypto side: volume shifting to tokenized public equities, the growing number of corporate stablecoin plans, and whether the promise of tokenization is matched by meaningful traction. Joining hosts Joe McCann, Ram Ahluwalia, and Steve Ehrlich is Rob Hadick of Dragonfly, who shares his perspective on product-market fit in crypto, shifting market structure, and where real adoption may emerge. Sponsor: Bitwise Joe McCann, Founder, CEO, and CIO of Asymmetric Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Rob Hadick, General Partner at Dragonfly LINKS: WSJ: Trump Faces Crucial Week for Reaching Trade Deals EU Still Hopes for Initial U.S. Trade Deal Before Deadline Reuters: Japan, South Korea face 25% tariffs as Trump ramps up trade war in letters to 14 nations CNN: Trump announces new tariffs of up to 40% on a growing number of countries University of Washington: OBBB Signed Into Law Unchained:  OpenAI Says Robinhood's Stock Tokens Are Not Equity Tron Is Now More Expensive Than Ethereum. Will That Hurt Justin Sun's New Company? AI Crypto Tokens Swoon as Nvidia Reaches a New All-Time High CoinDesk: CoreWeave to Acquire Core Scientific in $9B All-Stock Deal The Block: Bit Digital swaps entire treasury into Ethereum, says it's now a top public ETH holder after a $173 million splurge Timestamps:

เอกชนหวังทีมไทยแลนด์เดินหน้าเจรจาสหรัฐฯ ลดภาษีนำเข้า 36% คู่ขนานไปกับการปรับโครงสร้างเศรษฐกิจ เสริมแกร่งภาคส่งออก หวั่นเศรษฐกิจสูญ 9 แสนล้าน พร้อมลุ้นดีลใหม่ หลังไทยยอมแลกลดภาษีให้ 0% แก่สินค้านับพันรายการ รายละเอียดเป็นอย่างไร ใครจะกระทบหนักสุด? เจาะลึกภาษี 36% ของสหรัฐฯ พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

En el episodio de hoy de VG Daily, Eugenio Garibay, CFA y Andre Dos Santos exploran los temas más relevantes que están marcando la agenda económica y financiera global. El episodio arranca con un análisis del acuerdo entre BNY Mellon y Ripple, donde el banco custodio más grande de Estados Unidos se convierte en el guardián de las reservas de la nueva stablecoin empresarial RLUSD, marcando un hito en la integración de las finanzas tradicionales con los activos digitales.Los cohosts continúan explorando la situación estratégica de Starbucks, que está evaluando la venta de una participación parcial en sus operaciones de China valuada en $10 mil millones, una decisión que refleja la intensa presión competitiva que enfrenta la empresa en ese mercado crucial donde ha perdido participación dramáticamente ante rivales locales como Luckin Coffee.Para concluir, Andre y Eugenio analizan la inversión estratégica de Meta en EssilorLuxottica por aproximadamente $3.5 mil millones, una alianza que representa la apuesta de la empresa tecnológica por dominar el futuro de los wearables con inteligencia artificial, aprovechando el poder de mercado de EssilorLuxottica que controla aproximadamente el 20% del mercado global de lentes a través de marcas icónicas como Ray-Ban y Oakley.

เอกชนหวังทีมไทยแลนด์เดินหน้าเจรจาสหรัฐฯ ลดภาษีนำเข้า 36% คู่ขนานไปกับการปรับโครงสร้างเศรษฐกิจ เสริมแกร่งภาคส่งออก หวั่นเศรษฐกิจสูญ 9 แสนล้าน พร้อมลุ้นดีลใหม่ หลังไทยยอมแลกลดภาษีให้ 0% แก่สินค้านับพันรายการ รายละเอียดเป็นอย่างไรใครจะกระทบหนักสุด? เจาะลึกภาษี 36% ของสหรัฐฯ พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

It's the early 1900s and Brigid is restricted by straightlaced Irish society and a difficult stepmother, but her father is loving and supportive. She and her cousin Molly dream of life in Yankeeland, a.k.a. America, but only Brigid gets the chance once she's married, and a lifetime of correspondence follows. While Molly thrives back in Ireland, Brigid's dream of having a child leads to unexpected problems in a society that values women for their childbearing capabilities. With little to no help available for the problem of infertility, her mental health suffers. Irish author Lacy Fewer based this moving historical story on the letters she inherited from her great-aunt who emigrated in 1908. Lacy Fewer is the recipient of the Literary Titan Book Award for her debut novel Yankeeland, a powerful story of family secrets and societal change. Fewer, born and raised in Ireland, has nearly three decades of experience working in the financial services sector. She earned numerous degrees and certifications, including: QFA from Institute of Bankers; CFP master's degree from them as well; a Master of Science in Financial Planning and Services, and then a professional diploma in Fintech, both from University of College in Dublin. She recently earned a Certificate in ESG Investing from CFA. Fewer enjoys theatre, reading literature, storytelling, travel and studying history. A proud Dubliner, she resides, with her husband, in a small village close to Dublin City, in Co. Meath. They have three children. You can find her at http://www.linkedin.com/in/annmarie-lacy-fewer. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

It's the early 1900s and Brigid is restricted by straightlaced Irish society and a difficult stepmother, but her father is loving and supportive. She and her cousin Molly dream of life in Yankeeland, a.k.a. America, but only Brigid gets the chance once she's married, and a lifetime of correspondence follows. While Molly thrives back in Ireland, Brigid's dream of having a child leads to unexpected problems in a society that values women for their childbearing capabilities. With little to no help available for the problem of infertility, her mental health suffers. Irish author Lacy Fewer based this moving historical story on the letters she inherited from her great-aunt who emigrated in 1908. Lacy Fewer is the recipient of the Literary Titan Book Award for her debut novel Yankeeland, a powerful story of family secrets and societal change. Fewer, born and raised in Ireland, has nearly three decades of experience working in the financial services sector. She earned numerous degrees and certifications, including: QFA from Institute of Bankers; CFP master's degree from them as well; a Master of Science in Financial Planning and Services, and then a professional diploma in Fintech, both from University of College in Dublin. She recently earned a Certificate in ESG Investing from CFA. Fewer enjoys theatre, reading literature, storytelling, travel and studying history. A proud Dubliner, she resides, with her husband, in a small village close to Dublin City, in Co. Meath. They have three children. You can find her at http://www.linkedin.com/in/annmarie-lacy-fewer. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/literature

In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA sits down with Matt Jones, Co-Managing Partner of TPG's North American and European secondaries business, to explore the evolution and growing significance of GP-led secondaries. With over two decades of experience in private markets, Matt brings deep expertise to a complex and rapidly expanding space. He breaks down how GP-led transactions emerged post-financial crisis, why they've become more attractive over time, and how they now serve as strategic tools for high-quality fund managers to retain and build value in their best-performing assets.   The conversation covers key structural features of continuation vehicles, the risk-return advantages of single-asset secondaries, and what makes this market so compelling for investors today. Matt also explains how macroeconomic volatility is shaping pricing and deal flow, and what traits distinguish the most successful players entering this space. For institutional investors, asset managers, and anyone tracking private equity innovation, this discussion offers a practical and insightful look at one of the most dynamic segments in the alternatives landscape.

Working with wealth and money may be one of the most important ways in which we can we, as women, can heal and reclaim our power. And yet, "money talk" makes many of us uncomfortable.In this episode, we discuss why. My guest is Sylvia Solit — a visionary who walks between two worlds: high finance and deep spiritual healing. As a CFA charterholder and trained shaman, Sylvia shares her unique journey of awakening, from plant medicine experiences to working with billionaires.Together, we explore why so many spiritual people and advanced souls struggle with money and power. We talk about healing old conditioning, especially related to our money wounds and the "wound of the witches." Sylvia challenges outdated ideas of ego, safety, and scarcity, and invites us to imagine a new paradigm where money is not just currency, but consciousness in motion.You can connect with Sylvia through her website thesylvia.com

Working with wealth and money may be one of the most important ways in which we can we, as women, can heal and reclaim our power. And yet, "money talk" makes many of us uncomfortable.In this episode, we discuss why. My guest is Sylvia Solit — a visionary who walks between two worlds: high finance and deep spiritual healing. As a CFA charterholder and trained shaman, Sylvia shares her unique journey of awakening, from plant medicine experiences to working with billionaires.Together, we explore why so many spiritual people and advanced souls struggle with money and power. We talk about healing old conditioning, especially related to our money wounds and the "wound of the witches." Sylvia challenges outdated ideas of ego, safety, and scarcity, and invites us to imagine a new paradigm where money is not just currency, but consciousness in motion.You can connect with Sylvia through her website thesylvia.com

You asked and we answered! In this episode we tackle listener questions with more than just a one-sentence response… we go deeper and give you answers with our thoughtful insights, ideas and considerations important to late starters. These are the questions we cover on today's show:   ✅ Bill's costly mistake with whole-life insurance; what should you do instead? ✅ How does the $19,000 annual gift tax exclusion work? ✅ Do I have too much in cash as I'm approaching retirement? ✅ I'm new to investing and pay someone to manage my 401(k). I also want to start a Roth IRA, is now a good time? ✅ What if you're low income and can barely save, how do you move the needle? ✅ What is the middle class trap?  

RFI vous propose de découvrir dix objets de pouvoir qui ont marqué l'histoire du continent africain. Des objets employés par les acteurs politiques pour asseoir leur légitimité et leur autorité. En Centrafrique, le 4 décembre 1977, le président Jean-Bedel Bokassa se couronnait empereur dans le Palais du Couronnement, lieu spécialement construit pour la circonstance. Lors de ce couronnement, un objet précieux a capté tous les regards : le trône. Un objet massif d'environ deux tonnes, fabriqué par le Français Olivier Brice. Il a coûté près de  2,5 millions de dollars, soit 1,5 milliard de francs CFA. Ce trône, lubie du président-empereur, représentait un objet de pouvoir, destiné à frapper les esprits, en Centrafrique et au-delà des frontières.  Un groupe de jeunes jouent au basketball dans le Palais des Sports de Bangui, autrefois appelé le Palais du Couronnement. Ce gigantesque gymnase retrace l'histoire de l'empire centrafricain. On y voit non seulement le parquet, les gradins, la salle de presse, mais aussi cet impressionnant écran situé sur l'aile gauche. C'est ici que le trône de l'empereur Jean-Bedel Bokassa a été installé le 4 décembre 1977. L'historien Maurice Guimendego se souvient de ce qu'il a vécu à l'époque : « La forme ressemble à un aigle gigantesque qui déploie ses ailes. L'aigle que l'on voyait représentait un aigle royal, symbole de la force, symbole de la majesté. » L'image de ce trône imposant a marqué à l'époque les 5 000 invités venus des quatre coins du globe : « Dites-vous que vous avez en face un aigle qui déploie ses ailes sur quatre mètres d'envergure et trois mètres de hauteur et puis à l'intérieur, on a creusé une espèce de voûte, une place en structure métallique. Le trône dégage quelque chose d'impressionnant, capable de loger l'empereur dans toute sa majesté. » À lire ou à écouter aussiIl y a 40 ans, la chute de l'empereur Bokassa « Incroyable Bokassa » Direction le sous-sol du Palais des Sports. Après le couronnement, certains objets précieux dont le trône ont été entreposés ici. Les yeux brillants d'émotions, Gabriel, 75 ans, l'un des cuisiniers de l'empereur Bokassa, revoit la vidéo et les photos du trône sur sa tablette : « Ah Bokossa sur son trône, mais quelle splendeur ! J'aime cette image parce qu'on le voit debout pour dire son serment. L'image est très intéressante, car elle nous laisse découvrir l'intérieur du trône en velours rouge, dans le ventre de l'aigle. Incroyable Bokassa ! » Affalé dans un fauteuil en rotin sous sa véranda, Patrice Zemoniako joue de la guitare, en interprétant un morceau des années 1970. Âgé de 80 ans, cet ancien journaliste et maire de Bangui explique que Jean-Bedel Bokassa voulait imiter le trône et le sacre de Napoléon Ier, car il était fasciné par l'empereur français : « Il a conçu son trône et la cérémonie de cette manière pour être le Napoléon de l'Afrique centrale et celui de la République Centrafricaine. C'est comme ça que Bokassa a créé l'armée centrafricaine pour combattre ceux qui s'opposaient à son pays. La philosophie du développement économique, politique, social et culturel de Bokassa doit être un modèle pour nous aujourd'hui. » Après le renversement de Bokassa, en septembre 1979, le sous-sol du palais du couronnement a été vandalisé. Aujourd'hui, il ne reste du trône que l'armature qui est abandonnée sur un terrain vague.

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

挺你所想！與你一起生活的銀行 中國信託行動銀行APP 全新推出「交易中安全提示」防詐騙功能 開啟後，轉帳的同時也在通話，會自動跳出貼心提醒，力挺你的金融安全 防護再進化，交易好安心！ 馬上下載「中國信託行動銀行APP」 https://sofm.pse.is/7urz3d -- 住近美術館，把握最後機會 《惟美術》3房熱銷倒數 輕奢品味，全新完工，即刻入住 近鄰輕軌C22站，設籍明星學區 預約來電 07-553-3838 https://sofm.pse.is/7tycsb －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ ◎今日主題：靈活配置ETF與個股存到千萬退休金！ ◎今日來賓：國泰證期顧問處協理蔡明翰分析師 歷經研究員、操盤手到投顧分析師，在金融圈十餘年的國泰證期顧問處協理蔡明翰，擁有台灣登記在案僅約千人的燙金證照－美國特許財務分析師（CFA）證照 退休金快速累積的方式投資該有的心態與標的，個股跟ETF如何配置，你心中所有的疑問都在今天的節目中請蔡明翰協理一一解答。 ○現代人退休金要準備多少才夠？「千萬」是合理門檻嗎？ ○有哪些高成長潛力的ETF適合長期投資？請舉實例比方0050、0056，為什麼 ○你會如何建議比重，個股的選擇是高股息好還是高價差好？ ○00878，00713還有前兩天公布的0056高股息都吹降息風，應該持續買進嗎？ 一起來為退休做準備吧 ▶朱衛茵粉專：https://reurl.cc/OG73jy ▶歡迎下載飛碟新 APP IOS：https://reurl.cc/3jYQMV Android：https://reurl.cc/5GpNbR ▶網路線上收聽（飛碟官網右下角直接按play) http://www.uforadio.com.tw/ ▶ Podcast SoundOn : https://bit.ly/30Ia8Ti Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD Google 播客：https://bit.ly/3gCTb3G KKBOX：https://reurl.cc/MZR0K4 ♫ 空中的夢想家 就愛電你UFO ♫ ‼️大臺北地區：FM92.1 ‼️竹苗、花東地區：FM91.3 ‼️中彰投、宜蘭地區：FM89.9 ‼️雲嘉地區：FM90.5 ‼️高屏地區：FM103.9 ‼️澎湖地區：FM89.7 -- Hosting provided by SoundOn

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

03rd July: Blockchain DXB podcast

Crypto is bleeding into traditional finance faster than anyone expected. In this episode of Bits + Bips, the hosts dig into Robinhood's move into tokenized stocks and perps, what's actually holding back tokenized equities, and why perps might “eat the world.”  Plus, they talk crypto ETFs, altcoin summer, and whether staking in ETFs is the next big unlock. Sponsors: Bitwise Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Guest: Thomas Uhm, Chief Commercial Officer at the Jito Foundation Timestamps

On this mid-week episode we join the upbeat creators of 'Rebel Finance School', Alan and Katie Donegan, for a turbo-charged pep rally aimed at every late-starter who's ever whispered "it's too late for me." We kicked off the Donegans' free 10-week course that's helping thousands around the world on their journey to FI.    

In this episode of Andy Tanner sits down with attorney and entrepreneur Bob Diamond—a man whose business model is as profitable as it is compassionate. Bob reveals the little-known world of foreclosure overages: the unclaimed money left behind when foreclosed properties sell for more than the debt owed. This surplus, often tens of thousands of dollars, legally belongs to the former property owner—but most never know it exists. Bob's mission? Help these individuals reclaim what's rightfully theirs—while building a thriving, low-overhead business in the process. What You'll Learn in This Episode: * How foreclosure overages work—and why most people never claim them * The legal foundation that makes this business possible (including a key Supreme Court ruling) * How to build a purpose-driven cash flow business by helping people recover money they didn't know they had * Real-life stories of lives changed by this unique opportunity Want to Learn More?Visit bobdiamond.com/CFA for a free training and to see if this opportunity is right for you.

Are you missing out on the investment opportunities that institutional investors have been using for decades to build wealth? In this episode, Gary sits down with Kim Flynn, President of XA Investments and CFA charter holder, to explore the world of alternative investments and how they're becoming accessible to individual investors and business owners. Kim shares her journey from investment banking to founding her own business and reveals how interval funds are democratizing access to private markets. Kim Flynn discusses her entrepreneurial journey in asset management and explains how alternative investments—everything that's not a stock or bond—can provide diversification, income, and inflation protection. She breaks down the revolutionary concept of interval funds, which offer SEC-registered access to private market investments with improved liquidity and tax reporting compared to traditional private funds. The conversation covers direct lending opportunities, the importance of working with knowledgeable financial advisors, and why small business owners are particularly well-positioned to benefit from these sophisticated investment strategies. Key Takeaways: ➤ Alternative investments include anything beyond stocks and bonds - from private equity and real estate to infrastructure and farmland, offering diversification benefits and potential inflation protection that traditional portfolios may lack. ➤ Interval funds are game-changers for individual investors - these SEC-registered products provide access to institutional-quality investments with quarterly liquidity windows, 1099 tax forms instead of K-1s, and lower suitability requirements. ➤ Direct lending presents compelling opportunities in 2025 - with banks pulling back from lending, direct lending funds are filling the gap and offering yields of 9-11% while providing alternative financing options for business owners. ➤ Small business owners have natural advantages in alternative investing - they understand diversification risks better than most investors and can benefit from longer investment horizons to access institutional-quality strategies previously unavailable to individual investors. ➤ The right financial advisor is crucial for alternative investment success - investors should ask advisors about private market exposure and alternative offerings, as not all advisors understand interval funds and their unique liquidity structures. Notable Quotes: "We've got to be thoughtful about what we bring to market. The world doesn't need another large cap ETF, so we focus on creating cutting-edge products in alternative investments." "This is what the American business owner needs - an opportunity to deploy capital in a more sophisticated way alongside institutional investors, but have it be convenient with easy buying and selling and a 1099 instead of a K-1." Connect with Kim Flynn: Website: https://xainvestments.com/ LinkedIn: Kimberly Flynn at XA Investments Resources: Educational content, white papers, and interval fund index information available on website Kim Flynn is the President of XA Investments, where she leads product and business development specializing in closed-end funds, interval funds, and alternative investments. As a CFA charter holder with deep expertise in private market investing, she's passionate about making institutional-quality investments accessible to a broader audience. Learn more about your ad choices. Visit megaphone.fm/adchoices

« 7 attaques coordonnées, plus de 80 terroristes neutralisés et un véritable arsenal de guerre récupéré », titre Maliweb... Des attaques qui ont visé les positions de l'armée dans les villes de Kayes, Nioro du Sahel et Niono, dans le sud du pays, le long des frontières sénégalaise et mauritanienne. Le Jnim, le Groupe de soutien à l'islam et aux musulmans, a revendiqué ces attaques. Des images montrent « des véhicules calcinés, des munitions saisies, des corps de terroristes entassés dans des pick-up et d'autres étalés en file indienne dans certaines localités », rapporte Maliweb. « À Kayes, c'est au cœur de l'appareil administratif régional que l'ennemi s'est attaqué », poursuit le site internet précisant que « la résidence du gouverneur et un commissariat ont été ciblés ». « L'armée malienne fait face, depuis plusieurs années, à une insécurité grandissante, malgré les promesses de stabilité formulées par les autorités de transition dirigées par le colonel Assimi Goïta », note de son côté, Afrik.com. Le site rappelle que le mois de juin a été « particulièrement sanglant ». « Des groupes armés ont attaqué les positions des Fama à Mahou, Tessit mais aussi à Tombouctou ». Des infrastructures militaires ont aussi été visées rappelle le média en ligne, ce qui montre « la capacité de nuisance et la mobilité des groupes jihadistes ». La région de Kayes est vitale pour l'économie malienne Le poste-frontière de Diboli, à la lisière du Sénégal, a aussi été attaqué, précise Le Monde qui cite un homme d'affaires bamakois pour qui, « les jihadistes veulent perturber le ravitaillement du Mali et une économie déjà fébrile ». Un couvre-feu de 30 jours a été décrété. Il interdit toute circulation de 21h à 6h du matin dans le territoire de Kayes. Ce qui « aura inévitablement des répercussions sur les activités économiques et commerciales transfrontalières » selon des transporteurs sénégalais interrogés par Dakaractu. En Algérie, quel espoir pour Boualem Sensal ? L'écrivain franco-algérien vient de voir sa condamnation à 5 ans de prison ferme confirmée en appel par la justice algérienne, notamment pour « atteinte à l'unité nationale » pour des propos sur l'appartenance de l'ouest algérien au Maroc. « Va-t-il rester en prison ou sera-t-il gracié le 5 juillet ? Le suspense va durer encore quelques jours », écrit Jeune Afrique qui envisage les différentes options possibles. Boualem Sensal peut se pourvoir en cassation. « Dans ce cas, l'écrivain resterait en prison. C'est le scénario noir qui ferait basculer la relation franco-algérienne dans la pire des situations », poursuit le magazine. Sa condamnation intervient « dans un contexte de vives tensions diplomatiques entre la France et l'Algérie », rappelle Afrik.com. « Ses proches et son avocat espèrent le convaincre de ne pas s'engager dans cette voie », rapporte le Monde. « Le gouvernement français, de son côté, a joué la carte de l'apaisement, (...) le ministre des Affaires étrangères, Jean-Noël Barrot, a rappelé une nouvelle fois le souhait de la France, d'un "geste d'humanité" au regard "de l'âge et de l'état de santé" de l'auteur de 80 ans, soigné pour un cancer de la prostate ». L'autre scénario tient donc à une grâce présidentielle qui pourrait lui être accordée le 5 juillet, à l'occasion de la fête de l'indépendance. « Sa condamnation définitive ce mardi 1er juillet peut, paradoxalement, ouvrir la voie vers une issue salutaire dont seul le président algérien Abdelmadjid Tebboune détient la clé », écrit le Point. « L'espoir d'une mesure humanitaire en faveur d'un écrivain âgé et malade. C'est ce qu'espèrent ses proches, ses amis… et ceux qui travaillent des deux côtés à sauver ce qui peut être sauvé des relations franco-algériennes », conclut le magazine. Au Sénégal, le concours du plus beau mouton du pays Organisé chaque année en périphérie de Dakar, « il rassemble les éleveurs les plus passionnés autour d'un seul objectif désigner la bête la plus majestueuse. Et comme chaque année, c'est un Ladoum qui a raflé les honneurs », précise le site. Une race « hors norme, synonyme d'élégance et de puissance, continue d'imposer son règne sur le monde de l'élevage sénégalais ». Pour la sixième fois, c'est Niang Ballo, qui a décroché le titre du plus beau mouton du Sénégal. Une « notoriété qui vaut de l'or, indique Afrik.com, certains spécimens peuvent ainsi se vendre à plusieurs millions de francs CFA ».

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President's Council Representative for the Middle East and Africa, during the CFA Institute LIVE 2025 conference. Their conversation spans the dynamic investment environment across the region and the evolving role of CFA Institute in supporting professionals navigating local and global challenges. Nerina discusses the structural realities shaping participation in the profession—including currency volatility, affordability, and access—and highlights new ways of thinking about program value relative to income levels. She also shares her advocacy for gender diversity through Women in ETFs South Africa and reflects on initiatives designed to ensure lasting, inclusive progress in the industry. Additional insights include strategies to overcome persistent misconceptions around ETFs, the role of transparency and education in investor decision-making, and a forward-looking vision for integrating African capital markets into the global investment ecosystem through regulatory alignment and regional cooperation. Tune in for perspective on unlocking talent, expanding access, and promoting resilience across frontier and emerging markets.

Jillian Johnsrud—mini-retirement evangelist, mother of five, and author of 'Retire Often'—returns to show us why pressing pause can be the ultimate career accelerator. In this episode she explains the three hallmarks of a bona-fide mini retirement and the three ways to snag one: 1️⃣ Negotiate a sabbatical 2️⃣ Slot it between jobs 3️⃣ Pounce when life throws an unexpected layoff or family crisis  

In this episode of Fill the Gap, we are joined by Vince Randazzo, CMT. Vincent emphasizes the importance of systematic risk management and the use of breadth indicators to improve upon traditional buy-and-hold strategies by spotting market deterioration, even if an index is making new all time highs. He also highlights the need for financial advisors to justify their fees by providing value beyond passive management, particularly through effective risk mitigation during market downturns. Vincent has guided portfolio managers and investors through multiple market cycles, developing proprietary market breadth indicators that help minimize losses in downturns while maximizing upside. As founder of ViewRight Advisors, he implements systematic, technically-driven investment processes that consistently outperform traditional strategies while maintaining strict risk parameters.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

TitleClosing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at EllevestGuestDr. Sylvia Kwan, CFA®, CAIA®CEO & CIO EllevestWebsitewww.ellevest.comAbout Dr. KwanDr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. She also serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.Disclosure© 2025 Ellevest, Inc. All Rights Reserved.The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.Ellevest, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Membership fees and additional information can be found at www.ellevest.com.

Michael Gayed, CFA, outlines the current economic landscape by tying credit cycles and market signals to systemic risks.Click Here for Peak Financial Investing

On this mid-week episode, we're switching it up again. This time Bill joins the 'Finance for Physicians' podcast with host Daniel Wrenne, CFP®. In this vulnerable interview, Bill owns up to every late-starter mistake—credit-card splurges, 'free' advisors, and lifestyle creep after a twin-sized home upgrade. Then he slings real-world antidotes: pause-plan-pivot, backward budgeting, downsizing the McMansion, and letting Social Security's ‘inflation-proof annuity' finish the job. Bill's best advice is that physicians should treat money like they treat medicine—learn the language, follow the protocol, and stop ignoring the labs. Now a Financially Independent Physician, we're giving Bill a new name: the (FI)sician!  

Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore what the conflict between Israel and Iran could mean for oil— and everything else —alongside Matt's takeaways from his recent trip to India, submersible drones and the evolution of military spending, what Treasuries can do that gold can't, and more.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Seth Rosenthal, CFA, Chief Investment Officer of Academy Asset Management. Seth shares insights from his transition from managing a $100 billion portfolio at Northern Trust to building a mission-driven investment firm focused on public fixed income and veteran employment. He discusses the origins and strategic direction of Academy Asset Management and its deep-rooted commitment to mentoring, hiring, and training military veterans.   The conversation explores how Academy Asset Management leverages both Wall Street expertise and geostrategic insight from a team of over 30 retired admirals and generals to inform investment decisions—particularly in today's volatile geopolitical environment. Seth also explains why Academy Asset Management is leaning into mortgage-backed securities (MBS), how prepayment risk is evolving, and what makes the Veteran Impact ETF (VETZ) a compelling option for insurance investors. From market strategy to team culture, Seth offers a unique perspective on leading with purpose in asset management—while delivering competitive performance. Whether you're an allocator, an insurance investor, or an advocate for veteran employment, this is an episode worth hearing.

In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her specialty is empowering women to discover their unique path to financial independence. One thing we love the most about Cary is how radically transparent she is with her clients. Just call her the "Queen of Transparency" because she shares her tax return, investment portfolio and other parts of her financial life with them. In our conversation with her we discuss: The Great Wealth Transfer that she talks about in her latest book, 'Women and Wealth.' The unique needs of women and the psychology driving their financial decisions. The played out “widows and divorcees” stereotypes of women. Her analogy of comparing different shoes to asset classes. What women really want from financial professionals (hint: it's not just beating the market).  

Phil DeMuth, Ph.D., discusses being a tax-smart donor by strategizing your charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits. We discuss his new book, "The Tax-Smart Donor," and highlight the benefits of creating a charitable giving plan as part of a well-structured financial plan.     Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of ten personal finance books, most co-authored with his pal, economist Ben Stein. He has also written for numerous media publications and industry journals. He has appeared on various TV shows, including CNBC's Worldwide Exchange, On the Money, Squawk Box, and Closing Bell, as well as Fox & Friends, Wall Street Week, and Consuelo Mack WealthTrack.   Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.    

In this week's episode of Bits + Bips, the panel digs into why Tron's rumored IPO is more than a headline, what Wall Street's quiet shift into stablecoins signals, and how exchanges are racing to control token flow, even as regulation hangs in the balance. They also explore: What the Israel–Iran conflict means for global markets, oil prices, and crypto positioning Whether banks can adopt stablecoins without threatening their own deposits If regulatory clarity will come fast enough to shape the next crypto phase How to tell if ETH's revival has staying power Sponsors: Bitwise Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Guests: Christopher Perkins, President of CoinFund Vishal Gupta, Cofounder and CEO of True Markets. Links Tron and Justin Sun FT: Crypto group Tron to go public after US pauses probe into billionaire founder Unchained: Eric Trump Claims No Public Involvement in Tron's Nasdaq Entity The Guardian: Crypto entrepreneur eats banana art he bought for $6.2m Israel - Iran WSJ:  Israel Takes Control of Iran's Skies—a Feat That Still Eludes Russia in Ukraine How Israel's Mossad Smuggled Drone Parts to Attack Iran From Within Stablecoins and TradFi Unchained:  JPMorgan Files ‘JPMD' Trademark, Hints at Bigger Crypto Offering Coinbase and Amex Team Up on Bitcoin Card as Exchange Reveals Broad Expansion Plans Bloomberg: Bessent Says $2 Trillion Reasonable for Dollar Stablecoin Market. WSJ: Walmart and Amazon are considering launching U.S. dollar-pegged stablecoins  Reuters: French Societe Generale became the first major bank to launch a dollar-pegged stablecoin The Information: Financial markets giant DTCC is exploring a stablecoin, according to The Information Regulation Unchained: White House Rejects Ban on Conflicts of Interest in Crypto's CLARITY Act Timestamps: