Podcasts about CFA

2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during Covid, as well as a few new ones. Charitable organizations need your donations now more than ever.  In this episode, we're joined by former OFF THE WALL co-host and Partner at Monument, Jessica Gibbs, CFP® as she highlights three current trends in charitable giving and how you can adjust your giving strategy to help make a bigger impact. If you're currently looking at end-of-year giving or planning ahead for next year, be sure to tune in for the full episode.       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 Disclosure 0:24 The Future of Giving 3:13 The State of Nonprofits Today 8:26 Funding Pressures and the Power of Flexibility 14:17 Burnout, Morale, and Donor ROI 21:01 Sustaining Impact Through Multi-Year Giving 26:09 How to Give with Intention 30:42 Closing Thoughts and Resources Resources Mentioned: Check out our sister podcast, Between Sips: https://monumentwealthmanagement.com/between-sips-podcast/   Watch 75th Episode of OFF THE WALL on YouTube: https://youtu.be/pc_3Z7f7CY8   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "OFF THE WALL":    Markets move fast. OFF THE WALL helps you stay one step ahead. Hosts David B. Armstrong, CFA, and Nate Tonsager, CIPM, are talking about the things that Wall Street isn't: breaking down what's really happening in the markets and economy, how it impacts your wealth, and the smart moves to consider right now.    Learn more on our website at https://monumentwealthmanagement.com/off-the-wall-podcast/

ร่วงไม่ร่วง !? จีนประกาศ เตรียมเก็บ “ภาษีทองคำ” - The Investo 03/11/68 The Investo คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi   แขกรับเชิญ ณัฏฐะ มหัทธนา, CFA ผู้ช่วยกรรมการผู้จัดการ ฝ่ายกลยุทธ์การลงทุน บลจ.กรุงไทย (KTAM)     Naomi ดำเนินรายการ   รายการ The Investo กับ Naomi วิเคราะห์เจาะลึกข่าวสำคัญในแต่ละวัน กับผู้เชี่ยวชาญในด้านต่างๆ ทั้งเศรษฐกิจ การเงิน และการลงทุน   คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi ที่ Facebook และ YouTube Finnomena ทุกวันจันทร์ - พฤหัสบดี   --- ติดตามช่องทางอื่น ๆ ของ Finnomena Website https://www.finnomena.com  Facebook   / finnomena     IG   / finnomena     Twitter https://x.com/finnomena  TikTok   / finnomena     ดาวน์โหลดแอป Finnomena หรือเปิดบัญชีกับ Finnomena คลิกเลย https://finno.me/finnomenaliveyt ติดตามทุกโอกาสการลงทุน Finnomena Opphub https://finno.me/fcins  #จีน #ทองคำ #ภาษี #ลงทุน  #TheInvesto #Finnomena

Épisode 2 : Refaire l'histoire. Une conférence historique pour sortir de l'impasse coloniale soutenue par le griot de la jeunesse africaine Tiken Jah Fakoly, où intellectuels et artistes se sont retrouvés pour revisiter la Conférence berlinoise de 1885… quand ils ont partagé le monde. Mais comment refaire l'histoire ? Berlin 1885. Le chancelier allemand Otto von Bismarck convoque une conférence à Berlin afin d'organiser le partage du continent africain entre les puissances industrielles et militaires émergentes. Cette réunion, à laquelle participèrent quatorze pays européens, les États-Unis et l'Empire ottoman, visait principalement à préserver leurs intérêts extractivistes et commerciaux. Ce processus a conduit à une profonde fragmentation des structures politiques endogènes du continent africain, marquant durablement son histoire politique, économique et sociale. Pour les Africains, ce processus inaugura une ère de résistance et de lutte pour l'autodétermination. Berlin 2001. Mansour Ciss Kanakassy, ​​plasticien berlinois d'origine africaine, imagine le Laboratoire de Deberlinization. L'artiste développe des outils symboliques afin de tracer un chemin vers l'émancipation. Ce kit d'urgence comprend un Global Pass pour faciliter la liberté de circulation le monde, ainsi que l'AFRO, une monnaie imaginaire panafricaniste, libérée des contraintes du CFA (indexation sur les garanties de change et de la tutelle des banques centrales exogènes). À la croisée de la création artistique et de la critique sociale, le laboratoire de Deberlinization invite à la réflexion sur la possibilité (individuelle ou collective) d'une refonte du lien civil au sein et en dehors de l'État postcolonial. Berlin 2025. À l'initiative du Professeur Bonaventure Soh Bejeng Ndikung, directeur de HKW, la Conférence Deberlinization s'inscrit dans la continuité de l'utopie performative imaginée par Mansour Ciss Kanakassy pour considérer les conditions possibles d'un récit alternatif sur l'ordre du monde et son avenir, une poétique transformatrice de la relation entre l'action créatrice et les formes de résistance, l'histoire, la mémoire, la prospective – bref, un champ d'expérience et un horizon d'attente. Dans ce second épisode, vous écoutez les voix de Bonaventure Soh Bejeng Ndikung (directeur et directeur artistique de Haus der Kulturen der Welt), Tiken Jah Fakoly, (chanteur et activiste) soutien de la manifestation, Célestin Monga, (professeur d'économie à Harvard), Simon Njami, (écrivain et commissaire d'exposition) et Yousra Abourabi, (professeure de sciences politiques à l'Université de Rabat). Pour écouter l'épisode 1 c'est ici. Un grand merci à toute l'équipe de HKW à Berlin et particulièrement à son directeur Bonaventure Soh Bejeng Ndikun pour nous avoir accordé ce grand entretien :     Valérie Nivelon : En introduction de cet évènement DEBERLINIZATION, vous avez demandé une minute de silence à la mémoire de Lawrence, un jeune Noir tué par des policiers au printemps 2025. Quel lien établissez-vous entre la mort de ce jeune homme et la conférence de Berlin de 1885 ? Bonaventure Soh Bejeng Ndikung : La mort de Lawrence est en fait un assassinat. Il a été tué par un policier et ce n'était pas par hasard, en fait, on lui a tiré dessus par derrière. Et la police a essayé de mentir en accusant Lawrence d'avoir attaqué un policier, ce qui s'est avéré faux. Il s'agit en fait de la longue histoire du racisme et de la déshumanisation, dont la Conférence de Berlin est un moment essentiel. Cette rencontre qui a eu lieu ici à Berlin en 1884-85 pour partager le continent africain sans les Africains, sans tenir aucunement compte de leur intérêt, sans aucun respect pour les cultures africaines et encore moins les êtres humains réduits au même niveau de statut que les machines pour travailler dans les plantations afin de créer des ressources pour l'Europe. C'est un acte de déshumanisation qui a été institutionnalisé dans cette conférence et qui a perduré dans les institutions, pas seulement en Europe, mais aussi en Afrique et un peu partout dans le monde. Donc la mort de Lawrence a un lien direct avec cette conférence.   Valérie Nivelon : Votre intérêt pour l'impact de la conférence de Berlin sur la déshumanisation des Africains ici en Allemagne, en Europe, mais aussi sur la brutalisation des sociétés africaines remonte-t-il à la création de Savvy Contemporary dont vous fêtez les 15 ans de création ?  Bonaventure Soh Bejeng Ndikung : Oui, c'est une très bonne question d'autant que Savvy a été fondé en 2009 pour une raison très simple, celle de notre invisibilité dans les institutions culturelles allemandes alors que la relation entre le continent africain et l'Europe est très forte. C'était très, très rare de voir les artistes, les penseurs des autres continents ici représentés à Berlin. Donc on a voulu tout simplement créer un espace où on peut présenter les philosophies plurielles du monde, les pensées du monde, les littératures, les poésies du monde. Et donc on a créé un espace qui n'est pas limité à une géographie, mais ouvert à tout le monde depuis Berlin, dont on ne peut pas négliger l'histoire. Des histoires multiples qui coexistent depuis bien avant la colonisation puisque le Royaume de Prusse a déjà des implantations coloniales au XVIIè siècle. Et donc en 2014, pour les 130 ans de la conférence de Berlin, on a invité le curateur camerounais Simon Njami pour imaginer une exposition sur cette histoire et il a fait une proposition qui était géniale «Nous sommes tous les Berlinois». C'était une belle provocation, mais c'était surtout dire : «Si le président américain J.F Kennedy pouvait dire «Je suis un Berlinois» en étant à Berlin pendant quelques heures en 1963 en pleine guerre froide, alors nous autres qui venions d'une Afrique violemment transformée par le Conférence de Berlin, sommes également des Berlinois !» Et on a fait cette exposition et une grande conférence où il y avait des sujets sur les projets, sur la restitution, sur les droits humains etc. Et il était clair que, en 2024-25, il fallait continuer à refaire l'Histoire ! Et ce n'est pas que l'histoire des Africains, c'est l'histoire du monde.   Valérie Nivelon : Lorsque vous créez l'espace, Savvy pour inscrire une géographie africaine ici à Berlin. Est-ce que vous vous sentez en communion avec Présence africaine, telle que Alioune Diop l'a conçu, c'est-à-dire pour inscrire un espace géographique africain à Paris à la sortie de la Deuxième Guerre mondiale ? Bonaventure Soh Bejeng Ndikung  Tout à fait. Ça procède du même état d'esprit. Alioune Diop a fondé la revue Présence africaine en 1947 à Paris, mais très vite des publications ont vu le jour sur le continent. Je pense à la revue Abbia, qui a été fondée au Cameroun en 1962, l'une des toutes premières revues de la culture postcoloniale fondée par le professeur Bernard Fonlon, Marcien Towa et Eldridge Mohammadou. Je pense également à Souffles, lancé en 1966 au Maroc, par des jeunes poètes et artistes peintres, mais aussi la Revue Noire, qui est plus récente mais qui était tellement importante pour pouvoir imaginer un lieu de fédération de nos savoirs. C'est dans cette généalogie intellectuelle que nous avons démarré Savvy, pas seulement avec un lieu, des expositions, mais aussi avec une publication Savvy journal. Donc ça, c'est un peu la généalogie intellectuelle de Savvy, sachant que nos références sont beaucoup plus nombreuses.   Valérie Nivelon : Ce que je trouve très intéressant, c'est l'affirmation d'une présence africaine par les Africains eux-mêmes. Et vous avez d'ailleurs tenu à rendre hommage à l'un des tout premiers Africains universitaires diplômés ici à Berlin. Est-ce que vous pouvez nous dire pourquoi vous tenez à ce que l'on se souvienne de lui ? Bonaventure Soh Bejeng Ndikung : Et bien, nous sommes dans mon bureau ici à Berlin, à la Maison des Cultures du Monde et en face de nous, une peinture d'un jeune Camerounais qui s'appelle Adjani Okpu-Egbe. Et sur cette peinture, on peut lire le nom Anton Wilhelm Amo, personnage tellement important dans notre histoire. Il a été kidnappé au début du XVIIIè siècle, dans son village situé dans l'actuel Ghana, et offert comme cadeau au duc de Brunswick-Lunebourg. Et il a été prénommé Anton comme le duc. Pouvez-vous imaginer qu'un être humain puisse être offert comme un cadeau ? Il a néanmoins reçu une éducation sérieuse et il a étudié au Collège de philosophie à l'Université de Halle. Anton Wilhem Amo est donc un ancien esclave devenu le premier Africain à avoir obtenu un doctorat dans une Université européenne ! Je considère qu'il fait partie de l'histoire de l'Allemagne et de l'Histoire de la philosophie en Allemagne alors qu'il a été effacé de l'histoire de la philosophie de l'Europe pour les raisons que nous connaissons tous. Mais c'est notre devoir de rendre visible son travail. Donc, en 2020, j'ai fait une exposition qui s'appelait The Faculty of Sensing, pour rendre hommage à l'une de ses thèses, et pour moi, c'était important. Pas seulement de faire connaitre sa biographie, mais aussi sa pensée. Et on a invité une vingtaine d'artistes de partout, du monde, et 90% n'avaient jamais entendu parler d'Anton Wilhem Amo.. ce n'est plus le cas !   Valérie Nivelon : Savvy Contemporary a été une expérience intellectuelle et artistique prémonitoire et quinze ans après sa création, vous dirigez La maison des cultures du monde et vous êtes également le premier Africain à diriger une institution culturelle européenne de cette envergure. 140 ans après le Conférence de Berlin, vous avez choisi de créer l'événement DEBERLINIZATION. Pourquoi avez-vous sollicité la présence de Mansour Ciss Kanakassy, à l'origine de ce concept ? Bonaventure Soh Bejeng Ndikung : Je connais le travail de Mansour Ciss Kanakassy depuis longtemps et Mansour, qui est Sénégalais, a proposé un laboratoire de DEBERLINIZATION et sur l'affiche qu'il a créée pour l'annoncer, on peut voir la porte de Brandenburg à Berlin et la carte de l'Afrique. Et dans les différentes manifestations dans lesquelles il se produit, il propose ses billets AFRO, monnaie commune africaine qu'il a inventée en réponse au CFA. Son projet artistique est à la fois très provocateur et très concret, d'avant-garde. Comme James Baldwin le disait. «Quel est le rôle de l'artiste, c'est de poser des questions à des réponses qui sont déjà là». Et la question la plus importante du XXè siècle et XXIè siècle, c'est une question d'économie en fait et des moyens d'échange. Donc la monnaie. Mais comme vous le savez, la plupart des pays en Afrique francophone utilisent cette monnaie coloniale qui s'appelle le CFA. Pourtant, depuis l'indépendance, les grands politiciens panafricanistes comme Nkrumah, comme Olympio, comme Sankara ont toujours dit que l'Afrique ne peut sortir de la domination coloniale sans créer sa propre monnaie. Et ces nationalistes ont été soit renversés, soit assassinés. Donc on en est là. Les politiciens parlent, mais les artistes font. Mais la monnaie est aussi un vecteur de savoir, une archive. Donc si vous regardez les billets AFRO de Mansour, vous voyez l'image de Cheikh Anta Diop. Vous voyez l'image de Kwame Nkrumah. Vous voyez l'image de Sankara, de Bathily, d'Aminata Traoré, de celles et ceux qui ont œuvré pour le monde africain.   Valérie Nivelon : Est-ce que vous pouvez nous parler de votre conception de la culture ici à la Maison des cultures du monde, vous incarnez une présence africaine ici à Berlin, vous avez une responsabilité en tant que directeur d'une institution culturelle, que revendiquez-vous dans votre façon de penser cette DEBERLINIZATION ? Bonaventure Soh Bejeng Ndikung : La DEBERLINIZATION ne peut avoir un sens uniquement si c'est une expression pluridisciplinaire. Bien sûr, on a invité un économiste comme Célestin Monga, mais également des personnalités du monde de la culture.. Ça a toujours été important dans ma pratique de faire savoir que l'Université n'a pas le monopole de la fabrique des savoirs. Des artistes comme Tiken Jah Fakoly ou Didier Awadi sont des grands intellectuels aussi. Et ils arrivent à dire des choses que beaucoup d'autres personnes ne peuvent pas dire. J'ajoute qu'il a toujours été important pour moi de travailler dans l'univers de la poésie car les poètes nous donnent des clés de lecture pour pénétrer l'opacité du monde. Mais on invite aussi les scientifiques, les philosophes… je cherche à orchestrer un discours choral, polyphonique et pluridisciplinaire !!! C'est ma conception de la culture. Ce que nous avons souhaité avec Franck Hermann Ekra et Ibou Coulibaly Diallo (co-commissaires de DEBERLINIZATION ), c'est penser les archives du futur, je veux dire créer de nouvelles archives. Le projet DEBERLINIZATION a l'ambition d'impulser le remembrement de l'Afrique qui a été démembrée à Berlin en 1885, découpée, déchiquetée. Le Professeur Mamadou Diouf a parlé de la berlinization comme d'un déracinement profond. Donc ce qu'on a essayé de faire, c'est d'amener cette complexité ici à HKW, un lieu où on peut réfléchir. En ce qui me concerne, je veux passer le reste de ma vie à réfléchir à ce que veut dire être humain. Bon anniversaire à Savvy contemporary.   Découvrir La maison des cultures du monde et le programme Deberlinization.   À paraître : - Deberlinization – Refabulating the World, A Theory of Praxis - Deberlinization - Les presses du réel (livre). À lire : Le pari acoustique de Tiken Jah Fakoly. À écouter : Le concert acoustique de Tiken Jah Fakoly enregistré par RFI Labo salle Pleyel à Paris.

À l'occasion de la Conférence des Nations unies sur les changements climatiques à Belem (Brésil), Éco d'ici, Éco d'ailleurs explore les initiatives concrètes menées sur le continent africain pour conjuguer croissance économique et décarbonation. Au Sénégal, on cherche à produire une électricité plus verte et à inventer une agriculture plus durable. ⚡Une énergie plus verte pour le Sénégal Au cœur du programme Smart Grid de la Senelec, la compagnie nationale d'électricité, un nouveau centre de dispatching supervise le réseau électrique national et ses interconnexions avec cinq pays voisins (Gambie, Mauritanie, Mali, Guinée-Conakry et Guinée-Bissau). L'objectif affiché : 40% d'énergies renouvelables d'ici 2030. Une ambition soutenue par des outils numériques et de l'intelligence artificielle pour prévoir la demande et optimiser la production à moindre coût.

À l'occasion de la Conférence des Nations unies sur les changements climatiques à Belem (Brésil), Éco d'ici, Éco d'ailleurs explore les initiatives concrètes menées sur le continent africain pour conjuguer croissance économique et décarbonation. Au Sénégal, on cherche à produire une électricité plus verte et à inventer une agriculture plus durable. ⚡Une énergie plus verte pour le Sénégal Au cœur du programme Smart Grid de la Senelec, la compagnie nationale d'électricité, un nouveau centre de dispatching supervise le réseau électrique national et ses interconnexions avec cinq pays voisins (Gambie, Mauritanie, Mali, Guinée-Conakry et Guinée-Bissau). L'objectif affiché : 40% d'énergies renouvelables d'ici 2030. Une ambition soutenue par des outils numériques et de l'intelligence artificielle pour prévoir la demande et optimiser la production à moindre coût.

Don't underestimate the power of your voice.In my conversation with Urmi Hossain, CFA, CAIA we touched on how we can use our voice to address issues BUT so many of us are reticent to do so.Give my conversation with Urmi a listen it is sure to spark some thinking about careers, how we communicate, goal and more.https://spotifycreators-web.app.link/e/yaBcvY63FXbhttps://youtu.be/SWfH7rW3l7MAnd I encourage you to reach out to Urmi when you need a bit of motivation.

เกาะติดผลการประชุมนโยบายการเงินของธนาคารกลางสหรัฐฯ (Fed) ทิศทางดอกเบี้ยเป็นไปตามคาดหรือไม่ ส่งผลต่อเศรษฐกิจโลกอย่างไร ประเมินทิศทางสินทรัพย์ และตลาดลงทุน หลังผลประชุม Fed พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

In this episode of CFA UK's In Conversation podcast, Francesca Wheble chats to Yiota Michou, CFA, Investment Manager, Climate Asset Management. Yiota describes her journey into sustainability and impact investing, and what core strategies she's been employing to invest in natural capital. Discover the standout projects Yiota's been involved with, explore the key risks affecting natural capital investment, and find out Yiota's top tips for embarking on a sustainable investing career path!

เกาะติดผลการประชุมนโยบายการเงินของธนาคารกลางสหรัฐฯ (Fed) ทิศทางดอกเบี้ยเป็นไปตามคาดหรือไม่ ส่งผลต่อเศรษฐกิจโลกอย่างไรประเมินทิศทางสินทรัพย์ และตลาดลงทุน หลังผลประชุม Fed พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

Au Sénégal, le Premier ministre Ousmane Sonko a promis lundi 27 octobre une baisse prochaine des tarifs de l'électricité, face à la multiplication des plaintes sur la cherté de la vie. Au cœur des crispations : les compteurs d'électricité prépayés utilisés par 72% des clients de la Senelec, la société nationale d'électricité. Connus sous le nom de Woyofal, ils sont critiqués pour leur système de tarification opaque, jugé responsable de lourdes factures énergétiques. En première ligne, les petites et moyennes entreprises peinent à faire face.  De notre correspondante à Dakar, Dans le quartier populaire de Ouest Foire, à Dakar, Talabiou Kanté jette, l'air écœuré, des poulets, yaourts et autres produits glacés à l'arrière de sa boutique. « J'ai éteint le frigo pour faire des économies et certains produits sont gâtés, se lamente-t-il. C'est une grosse perte pour nous ». Censé aider les clients à maîtriser leur consommation au Sénégal, le compteur prépayé utilisé par le commerçant est au contraire devenu un gouffre financier : en un an, avec les mêmes équipements, sa facture énergétique a doublé. En rayon, le prix de ses volailles vient de flamber de quelques centaines de francs CFA. « Le client ne comprend pas que ça n'est pas notre faute si certains prix ont augmenté. C'est à l'État de nous aider parce que la souffrance, n'est pas que pour nous. La population aussi souffre. » Dans ce café du quartier résidentiel de Mermoz, la climatisation tourne en continu. Cette entreprise de taille moyenne peut se le permettre. Par chance, elle utilise encore les anciens compteurs de la Senelec, préservés de toute instabilité des tarifs. « Pour l'entreprise ici, on est gagnant parce que c'est stable : 1,5 million [francs CFA] en août 2024 et 1,5 million en août 2025 », se félicite Tété Diallo, cheffe comptable de la société, en consultant les factures, « Ça freine l'économie des PME et des startups ! » Sur les compteurs prépayés mis en cause, à l'inverse, la consommation est incontrôlable. Les kilowattheures s'épuisent à toute vitesse. Les recharger coûte cher. Une situation intenable pour les entrepreneurs. « Aujourd'hui, le moindre bénéfice qu'ils font, ils en profitent pour couvrir leurs charges, souligne Mohamed Diallo, secrétaire général de Noo Lank, collectif engagé contre la cherté de l'électricité. Ça freine l'économie des PME et des startups, car aujourd'hui, ils ne peuvent plus le supporter ! » La Senelec dément toute hausse des tarifs de l'énergie. Elle explique les lourdes factures par la consommation propre des usagers, en hausse face à la période de chaleur. Une version rejetée par Mohamed Diallo, qui réclame une tarification plus juste et transparente. « Il y a de la tension partout : le pouvoir d'achat des Sénégalais est menacé, il y a la problématique des finances publiques. Si on y ajoute la problématique de l'électricité, les Sénégalais ne peuvent plus tenir ! » Face à la colère et à l'incompréhension, la Commission de régulation du secteur de l'énergie (CRSE) a annoncé début octobre l'ouverture d'une enquête indépendante sur ces compteurs prépayés. Ses conclusions doivent être publiées prochainement. À lire aussiSénégal: le gouvernement veut baisser les prix de l'électricité, du gaz et du carburant sans aggraver la dette

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Mario Giannini, Executive Co-Chairman and longtime leader of Hamilton Lane, for a candid discussion on the evolving landscape of private markets. Giannini challenges the notion that private equity is “dead,” explaining why fundamentals remain resilient despite recent underperformance and how the long-term value proposition continues to attract institutional investors.   The conversation explores key themes shaping portfolios today including secondaries, infrastructure, and the rise of private credit as well as how artificial intelligence is transforming the private markets ecosystem. Giannini also offers perspective on what insurance investors are asking, the importance of asset allocation over market timing, and how culture and discipline have driven Hamilton Lane's enduring success.

In the latest episode of CFA UK's Climate Change Podcast, John Teahan, CFA speaks to Maria Carvalho, Head of Climate Economics and Data, NatWest. Maria outlines the critical role of investment in supporting sustainable agriculture and alleviating the challenges faced by farmers from accelerating climate change. They explore the tension between portfolio decarbonisation and real-world decarbonisation, emphasising how financial institutions can support farmers transitioning to more sustainable practices. From the evolving regulatory framework to the impact of climate change on farming, get the lay of the land on what the future of agriculture could mean for you.

In this episode of Bits + Bips, former BlackRock executive and SharpLink co-CEO Joseph Chalom joins hosts Austin Campbell, Chris Perkins, and Ram Ahluwalia to discuss why the Federal Reserve may move to ease rates despite a “Goldilocks” economy, the growing role of stablecoins in foreign exchange and settlement, and how major banks like JPMorgan and Citi are expanding their use of blockchain.  The conversation also explores Japan's first yen-backed stablecoin, the implications of AI for the labor market, and the generational shift that could make crypto wallets the default interface for finance. Plus, the implications of CZ's pardon and why it's “bullish” to have Mike Selig chairing the CFTC. Sponsors: Binance Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest:  Joseph Chalom, Co-CEO of SharpLink Gaming, Inc. Links: Reuters: Fed poised to cut rates this week, with more easing likely on tap WSJ: Trump Considers Fed Chair Selection by Year-End From Slate of Five Finalists CoinDesk: Gov. Waller: U.S. Fed to 'Embrace Disruption,' Pitches 'Skinny' Master Account Idea Reuters: World's first yen-pegged stablecoin debuts in Japan EF: ERC-8004: Trustless Agents Bloomberg: JPMorgan to Allow Bitcoin, Ether as Collateral in Crypto Push Unchained: Trump Pardons Binance Founder CZ CNBC: Trump names Michael Selig to chair CFTC; Selig cites crypto capital goal Timestamps:

As markets surge on the backs of the Magnificent Seven, are investors missing what's happening off the radar? Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today's most-hyped tech names. Andrew explains how today's … Read More Read More

Language can = a superpower.I had a wonderful conversation with Urmi Hossain, CFA, CAIA, the links to the full conversation are below. Urmi shares so many ideas and really, as far as I am concerned, gives us that golden permission to try stuff and think of ourselves.I loved this moment where she talked about the power of language.I am working at getting my French back up to speed at the moment. What are your thoughts on languages as a tool that gives you an edge?https://spotifycreators-web.app.link/e/yaBcvY63FXbhttps://youtu.be/SWfH7rW3l7M

In this episode, we unpack how the Cat Fanciers' Association (CFA) used its magazine to point cat owners toward insured, trained, professional sitters—despite a season sponsored by a gig-app. We explore why that subtle editorial stance signals a cultural shift and how it aligns with PSI's new global standards. We share what owners are now encouraged to ask: insurance, medical competence, meet-and-greets, backups, and referrals. We also name the gaps (team-based models and continuing education) while celebrating a rising floor for industry expectations. Main topics: CFA's pro-sitter stance PSI global standards synergy Hobbyist vs. professional framing Outcome-based feline care Owner questions that matter Main Takeaway Quote: “This is how cultural change happens—not through laws first, but through language.” When the Cat Fanciers' Association tells cat owners to hire insured, trained, professional sitters, it changes everything. It raises the public expectation for what ‘good care' really means and validates the professionals who've been setting those standards for years. On this week's Pet Sitter Confessional, we talk about why that shift matters, how it connects with PSI's new global standards, and why professionalism—not convenience—is winning the long game in pet care. Links: Cat Fanciers' Association (CFA): https://cfa.org  Cat Talk magazine (CFA publication) — article referenced: “Choosing the Right Cat Sitter”: https://cfa.org/cat-talk/choosing-the-right-cat-sitter/  Pet Sitters International (PSI) — Global Standards: https://www.petsit.com  (see Global Standards) Meowtel: https://www.meowtel.com Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

Shelley Gupta is the Founder & CEO of BāKIT Box, a STEM-based baking kit bringing global flavors and cultural traditions into homes across America. Her path to CPG began far from the kitchen as a recording artist signed to EMI Music before earning her CFA, an MBA from Chicago Booth, and leading strategy work at Accenture.Blending creativity with financial rigor, Shelley turned a casual conversation with a homeschooling parent into a breakthrough channel, now approved as an official curriculum in 14 states. In this episode, she shares how that discovery reshaped her subscription strategy, why flexibility beats lock-in for retention, and how understanding the real buyer (not just the user) transformed her business.Whether you're an ecommerce founder rethinking your subscription model or a CPG operator looking for smarter customer acquisition paths, Shelley's story is a lesson in listening deeply, iterating fast, and staying true to your mission.In This Conversation We Discuss:[00:24] Intro[00:49] Building community through shared passions[02:20] Transforming baking into an educational tool[03:41] Launching early versions to test real demand[04:32] Reaching first customers through organic channels[05:24] Applying to accelerators as a product founder[06:00] Differentiating users from true buyers[06:52] Rebranding to serve a clearer customer base[07:48] Testing niche ideas before fully committing[08:56] Stay updated with new episodes[09:07] Turning chance encounters into growth channels[10:17] Building growth through genuine relationships[10:53] Sponsors: Electric Eye, Heatmap & Freight Right[15:31] Designing subscriptions with built-in flexibility[16:44] Expanding marketing beyond paid social[18:19] Understanding customer complexity and fatigue[20:41] Leveraging creative roots to build a brandResources:Subscribe to Honest Ecommerce on YoutubeSTEM Baking Kits for Curious Kids bakitbox.com/Follow Shelley Gupta linkedin.com/in/shelley-guptaSchedule an intro call with one of our experts electriceye.io/connectClear, real-time data built for ecommerce optimization heatmap.com/honestTurn your domestic business into an international business freightright.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Erin Patterson, Global Co-head of Research and Strategy at Manulife Investment Management, to explore the intersection of macroeconomic uncertainty and commercial real estate opportunity. Erin shares how Manulife is navigating ongoing volatility, from interest rate shifts to global trade disruptions, and why a resilient, globally diversified strategy remains key for insurance investors.   The conversation covers the "five Ds" shaping their investment lens demographics, deglobalization, decarbonization, digitalization, and democratization and how these trends are influencing everything from market selection to sector prioritization. Erin also dives into the evolving role of alternative real estate, the importance of demographic tracking, and how AI and infrastructure considerations are shaping CRE strategy. Whether you're focused on long-term income or adapting to short-term uncertainty, this episode offers valuable insights into institutional real estate allocation in today's complex environment.

"Where are you from?" For many, it's a simple question. For Urmi Hossain, CFA, CAIA, it was a source of struggle after moving to Canada.​Instead of choosing between her Italian birth and Bengali blood, she decided to embrace both and create her own identity. Learn how she transformed this challenge into a unique strength on the new episode of TheJamesCasts.​Listen to the 30 minute conversation on Spotify .https://spotifycreators-web.app.link/e/yaBcvY63FXbhttps://youtu.be/SWfH7rW3l7M

In this episode of Intelligent Money Minute, Hans Blake, CFA, CPA, interviews Mat Hultquist, CPA and president of The Hultquist Firm, a tax strategy and advisory firm in Greenville, South […] The post From Big 8 to Building His Own Firm with Mat Hultquist appeared first on Intelligent Investing.

Tan Gera is a CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.#crypto #decentralizedfinance #tangera All Episodes can be found at ⁠www.thecryptopodcast.org⁠ Join my PodFather Podcasting SKOOL Group⁠https://www.skool.com/podfather/about⁠All about Roy / Brain Gym & Virtual Assistants at⁠https://roycoughlan.com/⁠Brain Fitness SKOOL Group ⁠https://www.skool.com/brainfitness/about⁠ Who is Tan Gera, CFACo-Founder Decentralized Masters , Ex-Investment BankerTan quickly emerged as a rising star in the world of finance - earning recognition in global investment circles from a young age.Fluent in four languages and having lived in Paris, New York, Amsterdam, and Dubai, his international experience built a powerful cross-continental network and a rare global perspective.A CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.Today, as a respected Nasdaq Contributor, he develops innovative frameworks that fuse the discipline of institutional portfolio management with the speed and edge of next-gen financial technology.Through Decentralized Masters, his battle-tested strategies have helped thousands navigate and thrive in the fast-evolving DeFi landscapeWhat we Discussed: 00:30 Who is Tan Gera 01:40 Getting from Investmen t Banking into Crypto03:55 Why investing in himself paid off06:00 His Crypto Journey07:30 See the Banks making a high % on just a wire transfer09:00 The cost he payed to transfer Bitcoin that opened his eyes10:50 How more efficient if the Bank system was 24/711:20 How Roy could see the massive fees that Banks were making12:30 How Western Union took a massive commission13:54 How PayPal get away with such high charges15:23 Stripe and other Platforms debanking Crypto Companies20:55 Is your Money safe in the Bank?23:39 How the Insurance from a Stockbrocker fraud did not pay25:10 Would you Rather cusody of your own funds26:40 The costs taking out your Crypto in FIAT29:35 When a Project wants to list on the main Exchanges31:25 Does full transparency in the founder of a project ensure its a success33:10 THey have all there information public33:50 Not all reviews of a company are True35:00 They have a 25 yr plan and Ten Principles37:30 How they have human to Customer and Not Ai Bots39:00 How they Use Ai in the Company40:15 Be Aware the Ai can Lie42:40 How Small Changes can ruin a company46:35 The Long term plan for the Company52:45 Onboarding Process and where to find the companyCo Founders Own Interview as Mentioned⁠ https://youtu.be/bpkYje_0hic?si=mleR7hRa_C_0dYK5⁠How to Contact Tan Gera, CFA Website ⁠https://www.decen-masters.com/⁠IG: @decen_mastersLI: ⁠linkedin.com/company/decentralized-masters/⁠FB: ⁠facebook.com/DecentralizedMasters⁠LinkedIn: ⁠https://www.linkedin.com/in/tan-gera-cfa/⁠Instagram: ⁠https://www.instagram.com/tanujgr/⁠Twitter/X: ⁠https://x.com/juniortgr⁠Website: ⁠https://www.decen-masters.com/⁠All about Roy / Brain Gym & Virtual Assistants at ⁠⁠https://roycoughlan.com/⁠⁠  

Tan Gera is a CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.#crypto #decentralizedfinance #tangera All Episodes can be found at www.thecryptopodcast.org Join my PodFather Podcasting SKOOL Group https://www.skool.com/podfather/aboutAll about Roy / Brain Gym & Virtual Assistants athttps://roycoughlan.com/Brain Fitness SKOOL Group https://www.skool.com/brainfitness/about Who is Tan Gera, CFACo-Founder Decentralized Masters , Ex-Investment BankerTan quickly emerged as a rising star in the world of finance - earning recognition in global investment circles from a young age.Fluent in four languages and having lived in Paris, New York, Amsterdam, and Dubai, his international experience built a powerful cross-continental network and a rare global perspective.A CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.Today, as a respected Nasdaq Contributor, he develops innovative frameworks that fuse the discipline of institutional portfolio management with the speed and edge of next-gen financial technology.Through Decentralized Masters, his battle-tested strategies have helped thousands navigate and thrive in the fast-evolving DeFi landscapeWhat we Discussed: 00:30 Who is Tan Gera 01:40 Getting from Investmen t Banking into Crypto03:55 Why investing in himself paid off06:00 His Crypto Journey07:30 See the Banks making a high % on just a wire transfer09:00 The cost he payed to transfer Bitcoin that opened his eyes10:50 How more efficient if the Bank system was 24/711:20 How Roy could see the massive fees that Banks were making12:30 How Western Union took a massive commission13:54 How PayPal get away with such high charges15:23 Stripe and other Platforms debanking Crypto Companies20:55 Is your Money safe in the Bank?23:39 How the Insurance from a Stockbrocker fraud did not pay25:10 Would you Rather cusody of your own funds26:40 The costs taking out your Crypto in FIAT29:35 When a Project wants to list on the main Exchanges31:25 Does full transparency in the founder of a project ensure its a success33:10 THey have all there information public33:50 Not all reviews of a company are True35:00 They have a 25 yr plan and Ten Principles37:30 How they have human to Customer and Not Ai Bots39:00 How they Use Ai in the Company40:15 Be Aware the Ai can Lie42:40 How Small Changes can ruin a company46:35 The Long term plan for the Company52:45 Onboarding Process and where to find the companyCo Founders Own Interview as Mentioned https://youtu.be/bpkYje_0hic?si=mleR7hRa_C_0dYK5How to Contact Tan Gera, CFA Website https://www.decen-masters.com/IG: @decen_mastersLI: linkedin.com/company/decentralized-masters/FB: facebook.com/DecentralizedMastersLinkedIn: https://www.linkedin.com/in/tan-gera-cfa/Instagram: https://www.instagram.com/tanujgr/Twitter/X: https://x.com/juniortgrWebsite: https://www.decen-masters.com/All about Roy / Brain Gym & Virtual Assistants at ⁠https://roycoughlan.com/⁠  

Épisode 1 : Défaire le passé. Une conférence historique pour sortir de l'impasse coloniale où intellectuels et artistes se sont retrouvés à La maison des cultures du monde pour faire face à la Conférence de Berlin de 1885, quand l'Afrique a été partagée sans le consentement des Africains. 140 ans après, comment faire face au passé ? Berlin 1885. Le chancelier allemand Otto von Bismarck convoque une conférence à Berlin afin d'organiser le partage du continent africain entre les puissances industrielles et militaires émergentes. Cette réunion, à laquelle participèrent quatorze pays européens, les États-Unis et l'Empire ottoman, visait principalement à préserver leurs intérêts extractivistes et commerciaux. Ce processus a conduit à une profonde fragmentation des structures politiques endogènes du continent africain, marquant durablement son histoire politique, économique et sociale. Pour les Africains, ce processus inaugura une ère de résistance et de lutte pour l'autodétermination. Berlin 2001. Mansour Ciss Kanakassy, ​​plasticien berlinois d'origine africaine, imagine le Laboratoire de Deberlinization. L'artiste développe des outils symboliques afin de tracer un chemin vers l'émancipation. Ce kit d'urgence comprend un Global Pass pour faciliter la liberté de circulation le monde, ainsi que l'AFRO, une monnaie imaginaire panafricaniste, libérée des contraintes du CFA (indexation sur les garanties de change et de la tutelle des banques centrales exogènes). À la croisée de la création artistique et de la critique sociale, le laboratoire de Deberlinization invite à la réflexion sur la possibilité (individuelle ou collective) d'une refonte du lien civil au sein et en dehors de l'État postcolonial. Berlin 2025. À l'initiative du Professeur Bonaventure Soh Bejeng Ndikung, directeur de HKW, la Conférence Deberlinization s'inscrit dans la continuité de l'utopie performative imaginée par Mansour Ciss Kanakassy pour considérer les conditions possibles d'un récit alternatif sur l'ordre du monde et son avenir, une poétique transformatrice de la relation entre l'action créatrice et les formes de résistance, l'histoire, la mémoire, la prospective – bref, un champ d'expérience et un horizon d'attente. Ibou Coulibaly Diop et Franck Hermann Ekra sont les co-commissaires de Déberlinization (25 au 27 Avril 2025). Dans ce premier épisode, vous écoutez les voix de Bonaventure Soh Bejeng Ndikung (directeur et directeur artistique de Haus der Kulturen der Welt), Magueye Kassé (Académie nationale des sciences et techniques du Sénégal), Mansour Ciss Kanakassy (plasticien, Prix Léopold Sédar Senghor et le Prix Zuloga), Mamadou Diouf (historien, professeur à Columbia University), Franck Hermann Ekra (Critique d'art, co-curateur et éditeur du livre Deberlinization), Hildegaard Titus (comédienne, activiste), Soeuf el Badawi (poète, dramaturge, activiste) et Tiken Jah Fakoly, (chanteur et activiste) soutien de la manifestation. Un grand merci à toute l'équipe de HKW à Berlin et particulièrement à son directeur Bonaventure Soh Bejeng Ndikun. Découvrir La maison des cultures du monde et le programme Deberlinization.   À paraître : - Deberlinization – Refabulating the World, A Theory of Praxis - Deberlinization - Les presses du réel (livre). À lire : Le pari acoustique de Tiken Jah Fakoly. À écouter : Le concert acoustique de Tiken Jah Fakoly enregistré par RFI Labo salle Pleyel à Paris.

This episode of Fill the Gap features Robert "Bob" Minter, CMT, CFA, CAIA, Director of Investment Strategy at Aberdeen Investments. Bob discusses his career path, the importance of combining technical and fundamental analysis in commodities investing, and his practical approach to market signals and risk management. Bob talks about how shifting global supply chains, central bank gold buying, and technical indicators like moving averages and sentiment data shape his outlook on commodities such as oil, gold, silver, and agricultural products. He also highlights the value of community and continuous learning within the CMT Association, emphasizing the importance of sharing ideas and improving investment processes.Recorded October 17, 2025Fill 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

Episode 65: Building Tomorrow's Advisor with Martin Tarlie We speak with Martin Tarlie about his research and work building Nebo, an award-winning fintech for goals-based investing that aligns financial plans with investment management. We discuss the uniqueness and challenges of goals-based investing, interesting things in the goals-based research, and the future of investing for individuals. Martin is a CFA charterholder and the Nebo product lead. He spent many years as a quantitative analyst across various firms, including GMO's asset allocation team. He earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. What Martin is Reading Right Now: The Bible Martin's Music Recommendation: Classic Rock: Rolling Stones, The Who, Pink Floyd, Southern Rock Read More from Martin: GMO's Website, Martin's LinkedIn, Martin's SSRN   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting in 2026, now is the time to rethink your strategy. Tyler explains why cash may not be the best asset to give, how Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) can maximize your tax efficiency, and what to know about new AGI floors and deductions. If you want to make your generosity go further — for your loved ones, your favorite causes, and your long-term financial plan — this episode will help you do just that. Here's some of what we discuss in this episode:

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.  The conversation explores how ESOPs offer a compelling alternative to traditional exit strategies.  The panel brings together perspectives from business valuation experts and those with firsthand experience in ESOP-owned firms, offering practical insights for business owners considering this path. Key Takeaways: ESOPs as a Succession Tool: ESOPs provide a way for business owners to transition ownership to employees, maintaining company culture and values while offering liquidity and a gradual exit strategy. Business Valuation for ESOPs: The success of an ESOP partly depends on accurate, third-party business valuation, which determines fair market value for the transaction and ensures sustainability for both sellers and employee owners. Transparency and Engagement Drive Success: Companies that openly communicate ESOP benefits and valuation processes to employees foster a sense of ownership, improve retention, and create a more engaged workplace culture. Guests:   David Harkins, CPA/ABV/CFF, CFA, Mercer Capital Serena Morones, CPA/ABV, Morones Analytics Kyle Wolf, CPA/ABV, Stern Brothers Business Valuation Advisors Host:  Alex Partin, CPA/ABV, Mueller & Partin, PS 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.  AICPA Forensic & Valuation Services Conference, Oct 27-29, Aurora, CO, attend virtually for 1,2,or 3 days  Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you AICPA Employee stock ownership plans (ESOPs) resource center Journal of Accountancy articles : Employee ownership and taxes:  Why firms are choosing ESOPs What to know when you client is considering employee ownership   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 Valuations performed for employee stock ownership plans (ESOPs) and FAQs  What every valuation analyst should know about employee stock ownership plans (ESOPs)  The FVS Valuation Podcast archives From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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    

I had a wonderful conversation with Urmi Hossain, CFA, CAIA, author, podcaster, finance wiz, and leadership coach. We touched on her experience growing up as a third culture kid.Honestly, talking with Urmi made me reflect on why more of us don't take the time to put pen to paper and share our own stories.Catch our 30-minute conversation here on Spotify.

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond. In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This is a great episode to get some insight on what the stock market could do next quarter. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins tackle a packed agenda: from the fairness of Binance's listing fees to the ways in which DeFi didn't perform well during the “Black Friday” crash, why Tempo's $500 million raise might have been a political ploy, and the growing war over stablecoin dominance. The trio debates whether Bitcoin is undervalued compared to gold, why Ethereum's 10-year track record gives it an edge, and whether today's Digital Asset Treasuries (DATs) are just froth, or the permanent backbone of institutional crypto. Plus: Austin makes a bold prediction about the stablecoin that will dominate by 2040. Sponsors: Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Links: Binance Listing Fee Drama Unchained:  Binance Listing Fee Fight: What's a Fair Price to List on the Top Crypto Exchange? Binance Claims It Does Not Profit From Token Listings Jesse Pollak (Base) chimes in Tempo & Dankrad Fortune: Exclusive: Stripe-backed blockchain startup Tempo raises $500 million round led by Joshua Kushner's Thrive Capital and Greenoaks Ethereum core dev Dankrad Feist joins Tempo Reactions: Ryan Adams (Bankless): Tempo will optimize for itself, not ETH. Nick Almond: Not a death sentence for ETH Breadguy: Big loss. Dankrad was a major L1 scaling advocate. Black Friday Dan Wilson: 3 big lessons post-crash Gold vs. BTC GOLD/BTC up ‎23.5% in past month Bitcoin Is Undervalued vs. Gold DATs Bloomberg: Huobi Founder Li Lin Set To Launch $1 Billion Ether Accumulator - Bloomberg CoinDesk: Ripple Set to Enter Corporate Treasury Business With $1B Acquisition of GTreasury Timestamps:

David Flores Wilson is the Co-founder and Managing Partner at Sincerus Advisory, a fee-only firm offering holistic financial planning and wealth management for individuals, professionals, and business owners. Advising entrepreneurs and executives on various matters such as exit planning, equity compensation, tax strategies, and small business succession is a key part of his work. A CFA, CFP®, and CEPA®, he holds multiple advanced designations and was honored by Investopedia as one of the Top 100 Financial Advisors. In addition to his advisory role, David writes and edits the Planning to Wealth blog, and his insights have been featured in reputable outlets like The New York Times and CNBC. In this episode… For entrepreneurs and real estate investors, financial decisions can determine not only profit but peace of mind. So how can you create a smarter, more intentional plan that grows your wealth while supporting the life you want? According to David Flores Wilson, a leading financial strategist and wealth advisor, sustainable wealth begins with a holistic approach that integrates tax planning, investment management, and life priorities. He highlights that effective financial planning isn't about chasing deductions or minimizing taxes at all costs — it's about making decisions that lower risk and build lasting value. By focusing on core financial pillars like saving, protecting assets, managing debt, and optimizing investments, individuals can create a resilient financial foundation that supports both business and personal goals. In this episode of The Same Day Podcast, host Yoni Schmidt sits down with David Flores Wilson, Co-founder and Managing Partner at Sincerus Advisory, to discuss how to build long-term wealth through savvy financial planning. They explore how to align money with life goals, why liquidity and diversification are essential, and what strategies entrepreneurs can use to facilitate financial freedom. David also shares insights on tax efficiency and building a business that supports your ideal lifestyle.

In the wake of underperforming municipal bonds this year, portfolio managers Bill Housey and John Wilhelm of First Trust highlight why they believe fresh opportunities for tax-free investors have emerged. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA, Managing Director of Defined Contribution Solutions at Invesco to explore what this potential shift could mean for advisors, plan sponsors, and participants alike.Jenkins, who works with plan sponsors, consultants and advisors on DC-related products and custom applications, shares his thoughts on the shifting regulatory environment, interest levels among plan sponsors, different types of private market investments being considered, how they could help with potential diversification and limiting sequence-of-return risk, and more.See Also:Large-Cap Value Investing in 401(k) Plans with Invesco's Devin ArmstrongHow to Better Reach 401(k) Participants with Invesco's Greg Jenkins

#ThisMorning | #Retirement: #Expectations versus #Reality | Zhikun Liu, Ph.D., CFP®, MIssionSquare Research Institute & David Blanchett, PhD, CFA, CFP® | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness

In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today's market.  Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing … Read More Read More

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 third quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the third quarter, growth stocks in 1999 vs. 2025, and PE ratio vs. PEG ratio. 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.

This episode of Fill the Gap features Steve Suttmeier, CMT, CFA, Chief Equity Technical Strategist at Merrill Lynch. Steve shares his journey from aspiring medical student to technical strategist, discussing his experiences at major financial institutions and the evolution of his technical analysis approach. We explore current market dynamics, including the ongoing mega-cap melt-up, the influence of AI, and the risks of bubbles, with insights into sector rotations, global leadership trends, and the importance of monitoring interest rates and inflation. Steve emphasizes the value of technical signals for navigating market cycles and highlights opportunities in commodities, global ETFs, and emerging leadership themes.Recorded October 15, 2025Fill 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

– The RIA Podcast with Seth Greene Episode 226 Brett Meyer The future of small cap investment is in active ETFs—and Toll & Co. is at the forefront. Brett Meyer, CFA, FRM, Head of Capital Formation at Towle & Co., explores the firm's small-cap value strategy. With over 43 years of success, Toll & Co. focuses on undervalued, cyclical companies, using a disciplined approach that makes it a unique player in the investment world. Brett shares how their strategy fits into clients' portfolios and the firm's recent foray into active ETFs, which aims to enhance investment opportunities.Listen to this insightful RIA episode with Brett Meyer about how Small Cap strategy can complement your portfolio.Here is what to expect on this week's show: The unique small cap value strategy that Toll & Co. has run for over 43 years The growing role of active ETFs in investment strategies Why small cap and value strategies may be set to make a comeback The differences between ETFs, model delivery programs, and separately managed accounts The importance of understanding investor preferences and evolving trends like ESG Connect with Brett:Links Mentioned:Website: https://www.towleco.com/ Towle ETFs: https://www.towleetfs.com/ Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-meyer-cfa-frm-b612461/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension Index 2025. She explains how 52 retirement income systems are evaluated on adequacy, sustainability, and integrity—and what those measures reveal about the resilience of retirement systems worldwide. The discussion explores government influence on pension investments, the principle of “retirement first,” and the role of policy incentives in balancing national priorities with member outcomes. Listen now to hear what's driving pension reform and innovation globally.    Read the full report: https://rpc.cfainstitute.org/research/reports/2025/mercer-cfa-institute-global-pension-index-2025

Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes. Listening Time: 28 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________Wall Street's creativity knows no bounds, especially when it comes to selling safety or income. In this episode, Greg revisits Warren Buffett's timeless wisdom to uncover who's “swimming naked” in today's market. Drawing on Rob Arnott and Edward McQuarrie's recent CFA research on risk and investor psychology, he explains how both fear of loss and fear of missing out drive market behavior far more than models admit. Greg dissects several headline-grabbing products, from “high income” S&P 500 ETFs and 77% yielding Nvidia options funds to the Dual Directional Buffer ETF and the “Magnificent Seven Snowball,” revealing how they offer the illusion of safety or income while eroding long-term returns. He closes with a Buffett-style case study on Occidental Petroleum and Berkshire Hathaway's recent deal, underscoring the power of simple, steady cash flow over engineered complexity.As Leonardo da Vinci said, “Simplicity is the ultimate sophistication,” and it is also one of the surest ways to compound wealth. Topics Covered[00:00:41] – Who's swimming naked? The illusion of risk-free returns [00:02:31] – Understanding risk and fear in markets: Rob Arnott's research [00:06:22] – How fear of loss and FOMO distort risk premiums [00:09:19] – The rise of high-income ETFs: chasing yield in disguise [00:12:32] – The Nvidia ($NVDA) income strategy ETF: 77% yield, but at what cost? [00:16:09] – Dual Directional Buffer ETF: the illusion of protection [00:21:14] – The “Mag 7 Snowball” structured note: Wall Street's creative packaging [00:25:47] – Why these structures guarantee Wall Street wins [00:26:45] – Buffett, Occidental ($OXY), and the value of consistent cash flow [00:32:20] – Simplicity, cash flow, and the sophistication of staying patient For more on dividend growth investing or to request a free portfolio review, email dcm.team@growmydollar.com. Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.Send us a textDisclaimer: This discussion is for educational purposes only and not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

Crypto just went through its biggest crash. In the wake of “Black Friday,” when $19 billion in positions were wiped out in hours, Bits + Bips hosts Steve Ehrlich and Ram Ahluwalia are joined by Carlos Guzman of GSR and YQ of AltLayer to dissect what really happened. Was it a coordinated attack exploiting Binance's oracles? A failure of market structure? Or simply too much leverage waiting for a trigger? Or some combination of the three? The group breaks down how liquidity vanished, why hedges failed, how this flash crash echoed the worst moments of traditional markets, and why the industry urgently needs reform before it happens again. Sponsors: Aptos Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Guests: Carlos Guzman, Research Analyst at GSR  YQ, Co-founder of AltLayer Timestamps:

Host and senior wealth advisor Dan Sharkey sits down with Mike Welker, CFA®, head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment objectives to supporting the financial well-being of their employees, Mike shares insights into how Mariner Institutional strategies aim to serve organizations.

In this episode of Portfolio Pulse, host Steven Huskey welcomes Roger Chin—financial advisor, CFA, and fractional CFO at My eCFO. With a background in risk and capital management for major institutions, Roger now helps entrepreneurs and business owners accelerate profits and scale smarter through tailored CFO services. He shares lessons from shifting from corporate giants to small and mid-sized businesses, the importance of assembling the right team, and the three key questions every business owner should ask before tackling finances on their own.

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Frank Melaccio, CFA, CPA, FRM, Vice President, Finance and Treasurer at Horizon Blue Cross Blue Shield of New Jersey, and Jason Young, Head of U.S. Corporate Private Placements and Private Structured Credit at MetLife Investment Management (MIM). The discussion explores the evolving role of investment-grade private credit and asset-based finance (ABF) in health insurance investment portfolios. Both guests share their career journeys, personal anecdotes, and their perspectives on strategic asset allocation within the unique cash flow structures of health insurers.   Together, they dive into the diversification benefits, relative value opportunities, and liquidity considerations of IG private placements and ABF. Frank offers insights into how health insurers manage illiquidity risk while optimizing return on capital, and Jason sheds light on how the ABF market has matured with shorter durations and more investor interest. This episode is packed with expert perspectives on credit market dynamics, the future of private fixed income, and how health insurers can better position their portfolios in today's rapidly changing environment.

In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surrounding the AI “bubble” narrative and unpack where the true opportunity still lies.From infrastructure shortages and the rise of reasoning models to the challenge of accessing private AI leaders, Derek shares why the current cycle is still in its infancy and how investors can capture the next phase of growth.In this episode:– Why AI demand is outpacing computing capacity worldwide– How reasoning models are reshaping the AI investment landscape– Why the Magnificent 7 alone won't capture the AI revolution– The importance of balancing infrastructure vs application exposure– How A-GIX connects investors to both public and private AI leadersLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KraneShares  #AI #Markets #TechStocks #AGIXStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

#650: Sarah Williamson is the kind of person who shapes the decisions that move trillions of dollars. She earned her MBA with distinction from Harvard Business School and holds both the CFA and CAIA designations, two of the most demanding credentials in finance. In this episode, she helps us understand how investing really works, who the major players are, how capital flows through the system, and why the incentives driving investors, activists, and asset managers often collide. Sarah spent more than twenty years at Wellington Management, where she rose to Partner and Director of Alternative Investments, after working at Goldman Sachs, McKinsey & Company, and the U.S. Department of State. Today she leads FCLTGlobal, an organization dedicated to helping companies and investors focus on long-term value creation. She is also the author of The CEO's Guide to the Investment Galaxy. She explains why index funds now dominate corporate ownership, how Reddit and retail traders changed the market's dynamics, and what it means when activists push companies to “bring earnings forward.” She also introduces a framework for understanding the “five solar systems” of investing, a map that connects everyone from day traders to trillion-dollar sovereign wealth funds. Whether you are a passive investor or simply curious about what drives the market, this episode gives you the clarity to see how capital really moves and why it matters. Key Takeaways Reddit and the meme-stock movement permanently changed how individual investors move markets Index funds now dominate ownership, creating both stability and new corporate challenges Activists often prioritize short-term profit over long-term innovation Sovereign wealth funds act like national endowments, investing with century-long horizons Understanding who owns what (and why) makes you a more informed, confident investor Resources and Links The CEO's Guide to the Investment Galaxy by Sarah Williamson FCLTGlobal, a nonprofit that helps companies and investors focus on long-term value creation Chapters Note: Timestamps will vary on individual listening devices based on dynamic advertising segments. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Meet Sarah Williamson: CEO, CFA, Harvard MBA, global finance leader (5:41) The five “solar systems” that organize the investing world (7:55) Reddit and the rise of the retail investor (16:25) Tesla, brand loyalty, and shareholder activism (22:57) How sovereign wealth funds invest for generations (28:57) Inside asset managers and their incentives (41:56) Activist investors and the tension between short and long term If you want to understand the real power dynamics behind modern investing, from Reddit traders to trillion-dollar endowments, don't miss this episode. Share this episode with a friend, colleagues, and your cousin who is obsessed with latest meme stocks: https://affordanything.com/episode650 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andy chats with fellow retirement planner Allen Mueller, CFA, CFP® from 7 Saturdays Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Allen's advisory company website - 7 Saturdays FinancialAllen's blog - hereAllen's LinkedIn Profile - https://www.linkedin.com/in/allenrmueller/To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Quand on voyage au Sénégal, on est frappé par l'omniprésence française. Pour téléphoner, il faut passer par Orange. Pour faire le plein, par Total. Pour retirer de l'argent, on reçoit des francs. Comment expliquer cette familiarité troublante ? L'histoire entre la France et le Sénégal est longue et douloureuse : traite négrière, colonisation, tirailleurs sénégalais, massacre de Thiaroye. L'île de Gorée et sa Maison des Esclaves témoignent de la réalité brutale de cette histoire. Aujourd'hui, la présence française persiste : bases militaires, franc CFA, entreprises françaises dans tous les secteurs stratégiques. Dans cet épisode, Ingrid explore ce lien complexe entre attachement sincère et domination économique. Retrouvez la transcription de cet épisode sur www.innerfrench.com Retrouvez nos cours pour améliorer votre français sur www.courses.innerfrench.com

Bitcoin is hitting new all-time highs—but is this real euphoria, or just a prelude to it? In this double-header episode, we bring you a Bits + Bips roundtable and an in-depth interview on the five companies best positioned to bring crypto onchain. First, the Bits + Bips crew, Lumida's Ram Ahluwalia, FalconX's Joshua Lim, and NYU professor Austin Campbell, break down what's really driving this crypto rally. Is it dollar debasement, asset revaluation, or just pure animal spirits?  They debate how close we are to a true blow-off top, how to spot a real market peak, and what shocks could shelve bitcoin in an instant. Plus, their takes on Zcash, Japan, Coinbase's banking ambitions, and more. Then, Unchained's Steven Ehrlich sits down with Ryan Yi, author of the Onchain 5 series, to discuss the five companies that are leading crypto's push into real-world adoption.  From Coinbase's Base app and token plans, to Robinhood's play for tokenized assets, Stripe's all-in crypto tech stack, Telegram's TON-powered mini-app ecosystem, and Binance's BNB-based loyalty empire, this is the playbook for what going onchain really looks like. Thank you to our sponsor, Aptos! Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Joshua Lim, Co-Head of Markets at FalconX Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Ryan Yi, Ex Coinbase, Coinbase Ventures, and CoinFund For links to all the amazing articles, visit https://unchainedcrypto.com/bits-bips/bits-bips-whats-really-driving-bitcoin-and-whos-driving-crypto-onchain/ Timestamps:  0:00 Intro  4:38 What Josh learned at Token2049 about what's really moving the market  10:12 How the options market is quietly driving bitcoin's price  13:25 Why Ram says this isn't a “debasement trade,” despite what everyone thinks  20:29 Whether we've hit peak euphoria—or not even close  23:54 Why Zcash suddenly exploded in price  26:45 How political changes in Japan are shaping markets  30:30 How to spot the real market top—and why Austin challenges Ram's call on stocks beating gold  35:41 How CME's 24/7 futures could change crypto trading  39:20 The signs Ram thinks would signal when the top is in  43:43 How bitcoin, altcoins, and tech stocks trade together and how they don't  47:59 What kind of shock could finally take bitcoin down  51:34 What to make of Coinbase applying for a banking license  53:34 Whether Galaxy is trying to become the next crypto super app  57:59 Why this cycle might play out completely differently  1:02:04 Why Ram believes banks are about to crush earnings  1:03:03 The biggest risks investors still aren't paying attention to  1:07:56 Meet 5 The Firms Poised to Drive the Next Wave of Crypto Adoption  1:08:53 Why distribution is the key battleground for the next wave of crypto adoption  1:12:24 How Coinbase is rearchitecting its platform around Base  1:15:42 What the upcoming Base token and Base app could unlock for users  1:19:13 How Robinhood is competing in crypto—and why it might have an edge  1:25:56 What the tokenization trend means for Robinhood's future  1:27:52 Why Stripe is building a crypto tech stack of its own  1:35:02 Why Telegram's TON token is central to its survival and growth  1:41:40 What's behind TON's lagging price performance  1:45:13 How Binance uses the BNB token as a cornerstone of its entire ecosystem  1:52:43 Why going fully onchain could be the defining strategy for the next generation of companies Learn more about your ad choices. Visit megaphone.fm/adchoices