Podcasts about CFA

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:

In this episode of The Unbroken Podcast, we welcome Kelly Parker, a CPA and CFA with a wealth of financial expertise. Mel first connected with Kelly when they both presented at the same conference, and we knew she'd be the perfect guest for a powerful conversation. Together, we dive into what true financial freedom looks like, and how women in particular can discover confidence and independence when they take financial power seriously. This episode is packed with practical insights, inspiring stories, and encouragement for anyone looking to strengthen their financial future. A Special Thanks to Our Sponsors: The Grill Guys/VRC – Your one-stop shop for all things grilling, from top-quality supplies to mouthwatering catered food. Visit grillguys417.com or call 417-647-5002. Mention The Unbroken Podcast when you reach out! Raptor Renovation – Delivering expert remodeling services with a commitment to high-quality renovations in Southwest Missouri. Call 417-597-4208 to bring your vision to life.

#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

In this episode, we sat down with our Director of Research, Vijay Viswanathan, and Institutional Portfolio Manager, Kevin Minas, to talk through their observations this past quarter. We talk macro, micro, and everything in between, touching on changing market dynamics, central bank policy, how the portfolios are doing in this environment, and, finally, how we're positioning ourselves as we move forward. Key highlights: Three major macro themes dominated the quarter—trade policy tensions (though somewhat cooling), continued fiscal stimulus despite near-capacity economies, and AI-driven infrastructure growth Central banks are balancing growth concerns and inflation risks, with both the Fed and Bank of Canada beginning easing cycles in September Equity markets showed a strong “risk-on” tone, hitting record highs, with AI and commodities (especially gold and copper) driving much of the growth and market attention. Fixed income returns were strong, led by central bank easing and tighter credit spreads; portfolios favored short-duration bonds and gradually reduced risk as valuations rose. Asset Mix shifts include trimming U.S. and Canadian large cap equities after strong absolute returns, increasing exposure to emerging markets and global credit, and shifting from cash to fixed income for better yield and resilience. The team remains committed to core investment principles while adapting portfolios for changing market dynamics Host: Andrew Johnson, CFA  -  Institutional Portfolio Manager Guests: Kevin Minas, CFA, MBA, CAIA  - Institutional Portfolio Manager Vijay Viswanathan, CFA, MBA - Director of Research, 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/

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

A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand  16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions

Note: Please note that all opinions and thoughts shared during this episode represent those of our guest, who joined in his own personal capacity and he is not representing any of the companies he works for.In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Todd Niemann, Treasurer at Varo Bank, who shares his unique path through finance, treasury, and FP&A across multiple startup banks. Todd discusses how he helped launch and scale three new banking institutions, how FP&A supports better decision-making in banking, and why he believes Python is transforming financial analysis.Todd Niemann is the Treasurer at Varo Bank, where he oversees treasury and FP&A functions. A CFA charterholder with an MBA from Brigham Young University and a BA from Utah State University, Todd has helped build treasury and FP&A teams for three startup banks. His background spans banking, investing, and corporate finance, making him an authority on financial analytics and modeling in regulated industries.Expect to Learn:How to build and scale FP&A and treasury functions at startup banksWhy speed and accuracy are essential hallmarks of effective FP&AHow to forecast effectively when historical data doesn't existThe benefits of learning Python for finance automation and analyticsHere are a few quotes from the episode:“The best FP&A teams don't wait for perfect data; they create frameworks that help the business move forward anyway.” - Todd Niemann“In finance, speed matters. The faster you can analyze accurately, the more valuable you are.” - Todd NiemannTodd Niemann brings clarity to how FP&A drives smarter banking decisions through data, speed, and precision. His journey shows the power of combining technical skill with curiosity and innovation. This episode proves that the future of finance belongs to those who build, automate, and never stop learning.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Todd:LinkedIn - https://www.linkedin.com/in/toddniemann/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[02:58] - What Makes Great FP&A?[05:27] - Building FP&A at New Banks[10:37] - Banking and Regulation[15:08] - Challenges of FP&A in Early-Stage Banks[23:08] - Learning and Applying Python in Finance[31:51] - Predicting Deposits with Big Data[38:21] - Recommended Reading for Finance Pros[40:19] - Top Technical and Soft Skills for FP&A[42:48] - What Todd Would Change About FP&A[47:00] - Wrapping Up the Conversation

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strategies — impact your after-tax returns. Learn why mutual funds can surprise you with taxable distributions, how ETFs use in-kind redemptions to avoid them, what SMAs are and how they may help, and how modern innovations like long-short overlays unlock new levels of tax efficiency. Here's some of what we discuss in this episode:

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

How can everyday investors access private equity, infrastructure, and private credit assets once reserved for institutions? Kimberly Flynn, CFA, to unpack how interval and closed-end funds are transforming access to alternatives. With over 25 years in finance and leadership experience, she shares insights on product innovation, performance fees, SEC regulations, and why private wealth is the new frontier for alternative investing.   Key Takeaways To Listen For XA Investments' origin story and mission to open private markets for individuals How mutual funds, ETFs, and closed-end funds differ in liquidity and structure Infrastructure investing: airports, toll roads, and built-in inflation hedges Why private credit is dominating 2025 fund flows, and how yield drives adoption A more resilient strategy than direct lending in volatile markets   Resources/Links Mentioned In This Episode Cliffwater Funds KKR and Capital Group Launch Public Private Investment Solutions Hamilton Lane Partners Group Murderland by Caroline Fraser | Kindle and Hardcover   About Kimberly FlynnKimberly Flynn, CFA, is the Managing Director of Alternative Investments at XA Investments. She leads product development, distribution, and investor education for interval funds and other alternative investment solutions. Before joining XA Investments, Kimberly was a Managing Director at Nuveen Investments, where she spent over a decade building and supporting alternative investment products. She is a recognized industry expert on closed-end funds and interval funds, frequently speaking at conferences and contributing to industry publications. Kimberly holds the Chartered Financial Analyst (CFA) designation and brings extensive experience in helping financial advisors and investors access institutional-quality alternative strategies.   Connect with Kimberly Website: XA Investments LinkedIn: Kimberly Ann Flynn, CFA   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Equities have set new record highs each week, but will a government shutdown – and the absence of key economic data – change their trajectory? Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss why corporate earnings may take on more importance and where investors can find ballasts for their portfolios.

As the post-COVID boom in housing activity transitions toward more normalized market conditions, PGIM assesses the state of the U.S. housing market. Hear our experts dissect housing fundamentals, as persistent affordability challenges and a cooler labor market collide with a structural shortage of homes and the onset of a Fed rate cutting cycle. PGIM's Brian Barnhurst, CFA, Global Head of Credit Research, hosts this discussion with Kaustub Samant, Head of Securitized Products Research, and John Maxwell, U.S. Leveraged Finance Credit Research Analyst. Recorded on September 24, 2025.

It's the start of a new quarter, which means it's time for a market recap and our special “Ask Monument Anything” segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to. This quarter, they dig into alternatives, gold's surprising surge, and whether today's bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the latest trend. It's a thoughtful look at what's shaping the markets today and how those themes might matter for investors moving forward. Tune in!! Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights: 0:00 – Disclosure 0:53 – Market recap 7:01 – Alternatives explained 10:30 – Private equity pitfalls 14:39 – Gold's big rally 22:20 – Bull market signals 25:46 – Cash and dividends 37:02 – Final thoughts 41:30 – Disclosure   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/   David Armstrong on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/   Nate Tonsager on LinkedIn: https://www.linkedin.com/in/nate-tonsager/   Erin Hay on LinkedIn: https://www.linkedin.com/in/erinhay/    About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com 

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, speaks with Carrie Mears, Chief Investment Specialist at the Iowa Department of Insurance and Financial Services. Carrie offers a rare regulatory perspective on how insurance investment oversight is evolving—touching on key topics like NAIC reforms, the restructuring of the Valuation of Securities Task Force, and the growing influence of private credit on insurer portfolios.   The conversation dives into the challenges of transparency, capital treatment, and risk assessment in today's complex investment landscape. Carrie also shares insights from her roles at both the NAIC and the IAIS, offering a global lens on regulatory frameworks and their implications for CIOs, portfolio managers, and other insurance investment professionals. It's an informative, accessible episode filled with practical insights for anyone navigating the intersection of regulation and insurance asset management.

Episode 278 of The Business Development Podcast dives into the explosive rise of Startup TNT with co-founder Tim Lynn, a financial strategist and serial entrepreneur who has helped reshape Western Canada's startup ecosystem. Tim shares his journey from investment banking to building a community-driven angel investing platform that has mobilized millions in capital, empowered new investors, and opened doors for founders across the Prairies. With a unique blend of expertise as a CPA, CFA, and CBV, Tim explains how Startup TNT is lowering barriers to entry for angel investing and creating real momentum for entrepreneurs.In this conversation, Tim breaks down the realities of angel investing — why most startups fail, how to build a diversified portfolio, and why collaboration beats going it alone. He shares powerful lessons from his own entrepreneurial journey, the challenges of growing companies in Alberta, and the opportunities that make Western Canada a force on the global stage. Packed with insights, practical wisdom, and explosive energy, this episode is a must-listen for anyone passionate about startups, investing, and the future of entrepreneurship in Canada.Key Takeaways: 1. Most startups fail — 80–90% don't make it, which is why diversification is critical in angel investing.2. A winning portfolio isn't about one bet, it's about 20–40 “shots on goal” to increase the odds of success.3. Angel investing doesn't have to mean $100K+ cheques — pooling $5–10K investments makes it accessible to more people.4. Collaboration beats isolation: Startup TNT thrives by bringing investors, founders, and communities together.5. Investors shouldn't impose their own vision — success comes from backing founders who see the future clearly.6. The role of investors is to champion companies — providing introductions, advice, and resources when asked, not dictating.7. Great companies are built on strong teams — weak team dynamics can derail even the best products.8. Distribution and sales often matter more than the product itself; the best idea isn't enough without reach.9. Alberta and Western Canada have world-class talent and innovation, but need more business and sales expertise to scale.10. Early mistakes and failures are part of the process — both founders and investors grow by “bumping into walls” and learning.

Is gold the ultimate hedge against inflation and sovereign risk? Or are stocks the better long-term wealth builder thanks to innovation and earnings growth? In this heated and highly entertaining episode, Ram Ahluwalia (Lumida Wealth) and Vinny Lingham (Praxos Capital) dive deep into the macro landscape to debate the relative merits of gold vs. the S&P 500. Along the way, they explore: Gold's decentralization vs. Bitcoin Why share buybacks might be distorting wealth creation The role of inflation, AI, fiscal dominance, and central banks The logic behind each of their portfolios And to make things more interesting? They make a $10,000 bet on whether gold or the S&P 500 will perform better over the 9 months. Token2049 Binance Ram Ahluwalia, CFA, CEO and Founder of Lumida Vinny Lingham, Co-founder of Praxos Capital Timestamps:

Stijn Schmitz welcomes Garrett Goggin to the show. Garrett Goggin is CFA, CMT, MBA, GOLD ANALYST, & Founder of The Golden Portfolio. In this in-depth discussion, Goggin provides a comprehensive overview of the current gold market, highlighting significant global financial shifts and unprecedented economic conditions driving gold's value. Goggin argues that the current gold market is fundamentally different from previous cycles, citing massive U.S. debt (now at $37 trillion), foreign central banks moving away from U.S. treasuries, and increasing gold purchases. He believes the gold market has substantial room for growth, noting that average investors currently have less than 1% of their assets invested in gold. The analyst is particularly bullish on gold mining companies, especially developers with undervalued assets. He emphasizes finding opportunities where market valuations significantly lag the intrinsic net asset value (NAV) of mining projects. Goggin's investment strategy focuses on high-grade exploration projects, developers near production, and royalty companies, which he considers the lowest-risk gold investment strategy. Management quality is crucial in Goggin's analysis. He looks for executives who create shareholder value, avoid excessive dilution, and have a track record of building successful mining operations. His portfolio approach involves equal-weighting investments across multiple holdings, allowing winners to naturally grow in portfolio allocation. Regarding market sentiment, Goggin believes the "masses aren't here yet" in the gold market. He anticipates institutional investors will be "drawn kicking and screaming" into gold as traditional assets become overvalued. He's especially interested in the potential silver market, which he sees as currently undervalued relative to gold. Goggin's Golden Portfolio, which includes royalty investments and developer/explorer positions, has reportedly achieved impressive returns, with his GPIV product up 500% in two years. He remains confident that significant value opportunities exist in the gold mining sector, driven by fundamental economic shifts and undervaluation of quality mining assets.

This is the second part of this Encore Episode from 2021 featuring a conversation with Irene Sankoff & David Hein — the dynamic writing team and married couple that created the international smash hit musical Come From Away which recently topped American Theatre magazine's list of the most produced plays in America in 2025/26. On the previous episode Irene and David related how they got hooked on musicals, and how they went from their first show based on a true story — My Mother's Lesbian Jewish Wiccan Wedding — to deciding to create a musical based on the real life events that happened in the small town of Gander, Newfoundland in the days following 9/11. They also described what it was like to attend the 10th Anniversary of the events in Gander and then begin to transform the stories they heard there into a musical during an early workshop production at The Canadian Music Theatre Project at Sheridan College. We also explored the classic Broadway shows that influenced and inspired the writing of their book, music, and lyrics for Come From Away. If you missed part one you may want to go back and catch up on that episode before you listen to this one. Today we look at the extensive development process that CFA went through on its journey to Broadway — including a workshop in Seattle, a series of productions at the La Jolla Playhouse, The Seattle Rep, Ford's Theater in DC. and the Royal Alexandra Theatre in Toronto, as well as a thrilling concert presentation in Gander where it all began.  Back in 2015, I served as the Executive Producer and Artistic Director of The 5th Avenue Theatre in Seattle and, as such, I had the great pleasure of co-producing that original Seattle workshop of Come From Away. This was the first time that the show's Tony award winning director Christopher Ashley and choreographer, Kelly Devine began to work on the show — and it was great fun to recall that exciting experience with Irene and David. Come From Away is the fifth musical to originate in Canada and eventually open on Broadway.  The first was 1974's Rockabye Hamlet with book, music and lyrics by Cliff Jones. This rock musical adaptation of Shakespeare was originally titled Kronborg 1582 and was well received, first as a radio series on the CBC, and then at the Charlottetown Theatre Festival and on tour in Canada, before being retitled and opening on Broadway with Gower Champion as the director. It became a legendary flop and closed after 7 performances. Next, in 1980 came the intimate and engaging Billy Bishop Goes To War written by John McLachlan Gray the show featured one actor to playing18 different roles to tell the story of real life Canadian fighter pilot Billy Bishop during the first World War. This show nearly doubled the run of Rockabye Hamlet closing after 12 performances. However, over the next ten years Billy Bishop Goes To War received scores of productions at theaters all across North America.  The Story Of My Life, with music and lyrics by Neil Bartram and book by Brian Hill, opened on Broadway in 2009. Unfortunately, it had an even shorter run than either of the previous two Canadian shows. However, one year earlier, a group of Canadian writers finally scored a significant hit with The Drowsy Chaperone – book by Bob Martin and Don McKellar, and music and lyrics by Lisa Lambert & Greg Morrison. This delightful show opened on Broadway in 2008, received Tony Awards for Best Book and Best Original Score, and ran for 674 performances.   There have been a few other Canadian writers that found success on Broadway – Galt McDermott being the most famous of them – but that was with shows that originated in the US. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew and Tom discuss yesterday's CFA meeting and the week ahead. Song: My Own Prison - CreedFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

What happens when ex-Google innovators build an AI-powered app that turns your emails, favorite subreddits, and even your calendar into a custom radio station you can talk to? In this episode, the creators of Hux reveal how they're reimagining the way we consume information and why radio and podcasts might never be the same. Pluralistic: The real (economic) AI apocalypse is nigh (27 Sep 2025) – Pluralistic: Daily links from Cory Doctorow It's time to prepare for AI personhood Creator of AI Actress Tilly Norwood Responds to Backlash: "She Is Not a Replacement for a Human Being" Link to the podslop podcasts California Governor Signs Sweeping A.I. Law Sen. Mark Kelly's big plan for an AI future isn't ambitious enough ** DeepMind defines levels of AGI Pissed-off Fans Flooded the Twin Peaks Reddit With AI Slop To Protest Its AI Policies AI passed the hardest CFA test in minutes ChatGPT is now 20% of Walmart's referral traffic — while Amazon wards off AI shopping agents Amazon event live blog: we're here for new Echos, Kindles, and more Introducing ChatGPT Pulse | OpenAI Marissa Mayer Is Dissolving Her Sunshine Startup Lab to make AI digital assistant That Secret Service SIM farm story is bogus Judge Gives Preliminary Approval to Anthropic Settlement It's official: Google says the Android and ChromeOS merger is coming 'next year' Blippo+ Guardian sliders Ive's $4,800 lantern Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Raiza Martin Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: monarchmoney.com with code IM Melissa.com/twit threatlocker.com/twit agntcy.org

What happens when ex-Google innovators build an AI-powered app that turns your emails, favorite subreddits, and even your calendar into a custom radio station you can talk to? In this episode, the creators of Hux reveal how they're reimagining the way we consume information and why radio and podcasts might never be the same. Pluralistic: The real (economic) AI apocalypse is nigh (27 Sep 2025) – Pluralistic: Daily links from Cory Doctorow It's time to prepare for AI personhood Creator of AI Actress Tilly Norwood Responds to Backlash: "She Is Not a Replacement for a Human Being" Link to the podslop podcasts California Governor Signs Sweeping A.I. Law Sen. Mark Kelly's big plan for an AI future isn't ambitious enough ** DeepMind defines levels of AGI Pissed-off Fans Flooded the Twin Peaks Reddit With AI Slop To Protest Its AI Policies AI passed the hardest CFA test in minutes ChatGPT is now 20% of Walmart's referral traffic — while Amazon wards off AI shopping agents Amazon event live blog: we're here for new Echos, Kindles, and more Introducing ChatGPT Pulse | OpenAI Marissa Mayer Is Dissolving Her Sunshine Startup Lab to make AI digital assistant That Secret Service SIM farm story is bogus Judge Gives Preliminary Approval to Anthropic Settlement It's official: Google says the Android and ChromeOS merger is coming 'next year' Blippo+ Guardian sliders Ive's $4,800 lantern Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Raiza Martin Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: monarchmoney.com with code IM Melissa.com/twit threatlocker.com/twit agntcy.org

What happens when ex-Google innovators build an AI-powered app that turns your emails, favorite subreddits, and even your calendar into a custom radio station you can talk to? In this episode, the creators of Hux reveal how they're reimagining the way we consume information and why radio and podcasts might never be the same. Pluralistic: The real (economic) AI apocalypse is nigh (27 Sep 2025) – Pluralistic: Daily links from Cory Doctorow It's time to prepare for AI personhood Creator of AI Actress Tilly Norwood Responds to Backlash: "She Is Not a Replacement for a Human Being" Link to the podslop podcasts California Governor Signs Sweeping A.I. Law Sen. Mark Kelly's big plan for an AI future isn't ambitious enough ** DeepMind defines levels of AGI Pissed-off Fans Flooded the Twin Peaks Reddit With AI Slop To Protest Its AI Policies AI passed the hardest CFA test in minutes ChatGPT is now 20% of Walmart's referral traffic — while Amazon wards off AI shopping agents Amazon event live blog: we're here for new Echos, Kindles, and more Introducing ChatGPT Pulse | OpenAI Marissa Mayer Is Dissolving Her Sunshine Startup Lab to make AI digital assistant That Secret Service SIM farm story is bogus Judge Gives Preliminary Approval to Anthropic Settlement It's official: Google says the Android and ChromeOS merger is coming 'next year' Blippo+ Guardian sliders Ive's $4,800 lantern Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Raiza Martin Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: monarchmoney.com with code IM Melissa.com/twit threatlocker.com/twit agntcy.org

Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the firm in 2006, Mariner has grown from a small startup into one of the largest registered investment advisory (RIA) firms in the United States, with over $500 billion in assets under advisement. With a strong emphasis on client-first service, innovation, and culture, Marty has cultivated a business model that prioritizes holistic financial planning, investment management, and long-term relationship-building. Mariner has been ranked as a top 5 RIA by Barron's from 2016-2024. Beyond his role as CEO, Marty is an advocate for the financial advisory profession and frequently shares insights on entrepreneurship, leadership, and the future of wealth management. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

What happens when ex-Google innovators build an AI-powered app that turns your emails, favorite subreddits, and even your calendar into a custom radio station you can talk to? In this episode, the creators of Hux reveal how they're reimagining the way we consume information and why radio and podcasts might never be the same. Pluralistic: The real (economic) AI apocalypse is nigh (27 Sep 2025) – Pluralistic: Daily links from Cory Doctorow It's time to prepare for AI personhood Creator of AI Actress Tilly Norwood Responds to Backlash: "She Is Not a Replacement for a Human Being" Link to the podslop podcasts California Governor Signs Sweeping A.I. Law Sen. Mark Kelly's big plan for an AI future isn't ambitious enough ** DeepMind defines levels of AGI Pissed-off Fans Flooded the Twin Peaks Reddit With AI Slop To Protest Its AI Policies AI passed the hardest CFA test in minutes ChatGPT is now 20% of Walmart's referral traffic — while Amazon wards off AI shopping agents Amazon event live blog: we're here for new Echos, Kindles, and more Introducing ChatGPT Pulse | OpenAI Marissa Mayer Is Dissolving Her Sunshine Startup Lab to make AI digital assistant That Secret Service SIM farm story is bogus Judge Gives Preliminary Approval to Anthropic Settlement It's official: Google says the Android and ChromeOS merger is coming 'next year' Blippo+ Guardian sliders Ive's $4,800 lantern Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Raiza Martin Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: monarchmoney.com with code IM Melissa.com/twit threatlocker.com/twit agntcy.org

"Don't avoid looking at your money. Gamify it somehow to actually look at what's coming in and what's going out. Be a master of your money." —Laura RotterFeeling overwhelmed by bills, family demands, and the pressure to keep up? You're not alone—so many of us are hustling just to stay afloat, wondering if we'll ever feel secure or truly satisfied. What if there's a smarter, saner way to handle money and life, no matter where you're starting from?Laura spent nearly 30 years on Wall Street before realizing that chasing bigger paychecks and a bigger house wasn't the answer. Now, she guides women through real-life money challenges—like building an emergency fund, paying off debt, and setting boundaries with family—while helping them find confidence and clarity in their financial choices. Her practical tips and honest stories make money feel less scary and a lot more doable.Tune in for straight talk on saving, spending, tracking your cash, handling family expectations, and learning how to define “enough” for yourself. If you want real solutions and a fresh mindset about money, this episode is your new playbook.Connect with Heather: WebsiteFacebook InstagramLinkedInEpisode Highlights:01:11 Meet Laura: Childhood Lessons and Career Beginnings07:23 Wall Street: What It's Really Like? 12:13 Big Money, Big Problems16:11 The Turning Point: Time for a Change21:13 Downsizing and Redefining Success24:55 True Abundance: What It Means29:24 Money Mindsets34:04 Is It Too Late to Save? 38:24 Track Your Money: Tools41:35 Why Moms Spend Money on Their Kids, But Not Themselves44:53 Die with Zero

What happens when ex-Google innovators build an AI-powered app that turns your emails, favorite subreddits, and even your calendar into a custom radio station you can talk to? In this episode, the creators of Hux reveal how they're reimagining the way we consume information and why radio and podcasts might never be the same. Pluralistic: The real (economic) AI apocalypse is nigh (27 Sep 2025) – Pluralistic: Daily links from Cory Doctorow It's time to prepare for AI personhood Creator of AI Actress Tilly Norwood Responds to Backlash: "She Is Not a Replacement for a Human Being" Link to the podslop podcasts California Governor Signs Sweeping A.I. Law Sen. Mark Kelly's big plan for an AI future isn't ambitious enough ** DeepMind defines levels of AGI Pissed-off Fans Flooded the Twin Peaks Reddit With AI Slop To Protest Its AI Policies AI passed the hardest CFA test in minutes ChatGPT is now 20% of Walmart's referral traffic — while Amazon wards off AI shopping agents Amazon event live blog: we're here for new Echos, Kindles, and more Introducing ChatGPT Pulse | OpenAI Marissa Mayer Is Dissolving Her Sunshine Startup Lab to make AI digital assistant That Secret Service SIM farm story is bogus Judge Gives Preliminary Approval to Anthropic Settlement It's official: Google says the Android and ChromeOS merger is coming 'next year' Blippo+ Guardian sliders Ive's $4,800 lantern Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Raiza Martin Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: monarchmoney.com with code IM Melissa.com/twit threatlocker.com/twit agntcy.org

Crypto's bull run may be far from over, but the battleground is shifting.  On this week's Bits + Bips, Bill Barhydt of Abra and Robert Leshner of Superstate join Ram Ahluwalia and Steven Ehrlich to debate:  The current state of the markets with a looming government shutdown  SWIFT's move to build on Linea, an Ethereum layer 2 Hyperliquid vs Aster The future of perps vs. spot  Why some DATs are starting to look like grifts  Whether DeFi billionaires will ultimately eclipse their CeFi predecessors  Plus: Binance's and Tether's valuation, CZ as the entrepreneur of the decade, and why the industry may be entering an era of “perpification.” Thank you to Xapo for sponsoring this episode! Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guests:  Bill Barhydt, Founder and CEO of Abra Robert Leshner, Co-founder & CEO of Superstate Links: Steve's story on the DAT that claimed it raised much more than it actually did Subscribe to Bits + Bips newsletter here Timestamps:

In this episode of Enterprising Investor, Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of the Enterprising Investor blog, Cathy Scott, to explore how sovereign wealth is reshaping markets in the age of AI and geopolitical rivalry. Drawing on his experience as former head of the North America office for China Investment Corporation, Winston unpacks the unconventional rise of a US sovereign wealth fund, its investments in Intel and critical AI supply chains, and the far-reaching implications for global investors. From governance challenges to co-investment opportunities, he explains why asset managers, advisors, and retail investors alike must view every company through the interconnected lenses of law, finance, technology, and geopolitics. Tune in to hear Winston's insights, and don't miss his blog post, Intel, TikTok, and a US Sovereign Wealth Fund: What It Means for Investors, on Enterprising Investor.

In this episode of Clutter Free Academy, Kathi Lipp and co-host Tonya Kubo unpack the Ulysses rule—making a decision in a calm moment to protect your tired future self—and apply it to everyday decluttering. If you've ever believed your future self will “feel like it later,” this conversation is your gentle wake-up call. Kathi shares real-life “tie yourself to the mast” strategies: put your keys in the lunch bag so you don't forget it, lay clothes on the bed so they must be put away before sleep, schedule regular donation pickups to create a decluttering deadline, and use grocery pickup, batch cooking, and a small rice cooker to simplify meals and reduce decision fatigue. Tonya adds her own accountability and evening wind-down moves that make mornings smoother for the whole family. Listeners are invited into an easy win: the Junk Drawer Challenge. Post your junk drawer “before” in Clutter Free Academy today and your “after” by Friday. Short, compassionate systems—not willpower—are what keep homes peaceful and clutter-free. Join the community for accountability at kathi.link/CFA.

Government shutdown? Concierge medicine, let AI take the CFA for you, corporate bond demand is running hot and high wage earners lose a tax break. Plus Ford targets subprime buyers and the SEC drops cases after Trump pardons.  

“The more time you spend complaining about what you deserve, the less time you have to focus on what you can create. Focus on what you can control.” ― James Clear Check Out These Highlights:   I actually interviewed James Clear when his book, Atomic Habits, was first released. His approach to making micro steps and building on those every day creates the life you've imagined and can actually achieve.  It's all about creating habits and implementing systems to help us thrive at work and at home. So, how do we apply the concept of micro habits to shift our mindset and habits around money? About Laura Rotter: Laura is a CFA, MBA, CFP®, and the founder of True Abundance Advisors. After a successful career managing money on Wall Street, Laura experienced her own transformation — shifting from a life driven by achievement and fear to one guided by purpose and presence. Today, she helps midlife professionals in transition develop a healthier relationship with money, combining financial planning with mindfulness to create lives of clarity, confidence, and true abundance. How to Get in Touch with Laura Rotter: Website: http://www.trueabundanceadvisors.com/ Email:  laura@trueabundanceadvisors.com Gift: https://sharingyourinput.com/trueabundance/kzyq586/start Stalk me online! LinkTree: https://linktr.ee/conniewhitman Subscribe to the Changing the Sales Game Podcast on your favorite podcast streaming service or YouTube.  New episodes are posted every week - listen as Connie delves into new sales and business topics, or addresses problems you may have in your business.

Joe Davis, Ph.D., is Vanguard's global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard's research and thought leadership agendas as well as the development and oversight of the firm's investment methodologies and models. In this episode, we discuss his new book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments.    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.

Carl Richards is one of the leading voices when it comes to money and emotions. For over a decade, he was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. He joins us to ask the question that instantly ties our brain in knots: 'What is money, really?' From there, he discusses: Why we unknowingly organize life around money and work Why 'enough' is a way of being (not a number) How we keep handing money jobs it can't do—like self-worth, love, and happiness Come for the doodles; leave with a gentler, saner way to align your calendar, your checkbook, and your life.  

Chief Market Strategist Matt Orton, CFA, asks Steven DeSanctis, managing director and head of small- and mid-cap equity strategy at Jefferies, about the second-order effects of lower interest rates on small-cap companies and how major indices tracking these companies have changed. They also discuss what increased retail investor activity means for the small-cap universe and consider the importance of torque – when only a few companies have great balance sheets, it's important to identify those that will improve over time. 

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Milliman's Sam Nandi, Co-Lead of the Financial Risk Management Practice, and Anna Berezovskaya, Principal and Consulting Actuary in the Life Practice. Together, they explore how regulatory changes and the growing role of private credit are reshaping the way insurers approach strategic asset allocation.   Sam and Anna share perspectives on balancing regulatory requirements, liability-aware investing, and enterprise value optimization in today's complex insurance landscape. They highlight the nuances of principle-based reserving, liquidity governance, and the trade-offs insurers face as they incorporate private and alternative assets into their portfolios.   From evolving regulations to liability-informed frameworks, this conversation offers a clear view of how insurers can adapt to new challenges while pursuing long-term value creation.

Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting.Song: Fly Like an Eagle - Steve Miller BandFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

This episode features a large news slate: Starbucks closes stores, cuts jobs, TikTok deal to be signed Thursday, and AI can now pass the hardest CFA test. QOTW: Rapid fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year again … the fourth quarter. Before you get swept up in the holiday season, it's the perfect time to take stock. Have you accomplished the financial goals you set for yourself this year? If not, there's still time to act. In this episode, Tyler Emrick, CFA®, CFP®, walks you through True Wealth Design's year-end tax and investment review process — our end of the year tax focused meeting to help families stay on track. You'll hear what we look for in these meetings, the common year-end items you should be reviewing, and the key decisions that can save you money on taxes. We'll also highlight why it's just as important to look ahead — from contribution limits and healthcare enrollment to income targets for the coming year — so you're prepared for 2026 and beyond. Here's some of what we discuss in this episode:

Ligesom i showbizz går det op og ned i global økonomi, og det er noget, der i særdeleshed mærkes i byggeriet. Så hvad er udsigten for sektoren, og hvor befinder verden sig i det hele taget i konjunkturcyklen? Ved dette eksklusiv-arrangement sætter Millionærklubben fokus på gruppen af byggeriaktier og debatterer, om pilen ser ud til at pege op eller ned for den globale, og i særdeleshed den europæiske, evne og lyst til at bygge nyt. Debatten styres af Millionærklubbens vært, Bodil Johanne Gantzel, og i panelet kan du møde:Kristian Tornøe, CFA og aktieanalytiker hos SEB,Michael Friis Jørgensen, aktiechef hos HC Andersen Capital,og Peter Garnry, CEO i Gesda Capital.See omnystudio.com/listener for privacy information.

Ligesom i showbizz går det op og ned i global økonomi, og det er noget, der i særdeleshed mærkes i byggeriet. Så hvad er udsigten for sektoren, og hvor befinder verden sig i det hele taget i konjunkturcyklen? Ved dette eksklusiv-arrangement sætter Millionærklubben fokus på gruppen af byggeriaktier og debatterer, om pilen ser ud til at pege op eller ned for den globale, og i særdeleshed den europæiske, evne og lyst til at bygge nyt. Debatten styres af Millionærklubbens vært, Bodil Johanne Gantzel, og i panelet kan du møde:Kristian Tornøe, CFA og aktieanalytiker hos SEB,Michael Friis Jørgensen, aktiechef hos HC Andersen Capital,og Peter Garnry, CEO i Gesda Capital.See omnystudio.com/listener for privacy information.

What really makes a business attractive to buyers? Buyers weigh more than just financials. They consider risk, operations, and whether the business can run without you. Colin King and Joe Van Deman, Principals at Circle City Capital Group, Inc., know this firsthand. They've built a portfolio of 15 companies by acquiring businesses that many others have overlooked. Colin, a CPA and CFA, and Joe, a former Google employee, bring complementary skills for buying and growing companies. Their perspective offers owners a rare look at how serious buyers evaluate opportunities and negotiate deals. In this episode, you will: Hear how buyers assess both financial and emotional factors in a deal Learn what makes a business unappealing to buyers right away Find out what makes a partnership last through tough deals   Highlights: (00:00) Meet Colin King and Joe Van Deman (02:29) How a Craigslist ad launched their partnership (07:37) Lessons from their first chaotic acquisition (11:32) What makes a business partnership work (15:50) How Circle City Capital Group is different from private equity (23:08) Turning risky businesses into profitable opportunities (33:03) Favorite companies in their portfolio (36:13) What instantly turns buyers off during negotiations (44:20) The changes that make businesses more sellable   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Colin: Connect on LinkedIn: https://www.linkedin.com/in/colin-king-cpa-cfa-37045a38/   Follow Joe:  Connect on LinkedIn: https://www.linkedin.com/in/joevandeman/ Check out their portfolio of companies: Circle City Capital Group: http://circlecitycapitalgroup.com Profit Mastery: http://profitmastery.net The Vermont Flannel Company: https://www.vermontflannel.com/ Vermont Teddy Bear: https://vermontteddybear.com/ All American Clothing Co.: https://www.allamericanclothing.com/ Gusset Brand: https://gusset.com/ Silk Flower Depot: https://e-silkflowerdepot.com/ Dried Decor: https://www.drieddecor.com/ Montessori 'n Such: https://www.montessori-n-such.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

Markets had a flood of liquidations on Monday, and traders lost over $1.5 billion in positions. So, why are liquidations spiking? Is this a warning or a blip?  Also, could a flood of DAT issuance be setting the stage for not just a crypto winter, but a crypto “nuclear” winter? If so, hedge funds and market structure could accelerate the pain.  This week on Bits + Bips, Steven Ehrlich, Ram Ahluwalia, Austin Campbell, and Vinny Lingham talk about why mNAVs could compress and whether even MicroStrategy's stack is more fragile than it looks.  They debate the bull case for gold (yes, even at these ATHs), how tokenized stocks and changing reporting cadences could open new insider edges, and what the U.S. macro picture looks like.  Thank you to our sponsors! Walrus: Scalable storage that lets you publish, deliver, and program any data, onchain. Xapo: Where Global Banking Meets Bitcoin Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guests: Austin Campbell, Founder and Managing Partner of Zero Knowledge Consulting Vinny Lingham, Co-founder of Praxos Capital Timestamps:

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Jennifer Taylor, Head of Emerging Market Debt and Senior Portfolio Manager at State Street Investment Management, for a timely and insightful discussion on the current state of EM debt. Jennifer shares her career journey from early roles in hedge funds to leading sovereign debt strategies, offering valuable perspective on how emerging markets have evolved—and why they continue to present compelling yet complex opportunities for institutional investors.   The conversation explores why State Street Investment Management takes a beta-first approach to emerging market debt, emphasizing diversification across sovereign issuers and efficient benchmark exposure. Jennifer explains the differences between sovereign and corporate EM debt, discusses the role of U.S. policy as a dominant market driver, and shares how her team helps clients customize exposures based on unique constraints and objectives. This episode is essential listening for insurance investment professionals looking to better understand one of the most dynamic areas of global fixed income.

Welcome to another episode of MOJO: The Meaning of Life and Business! Today, host Jennifer Glass is joined by Vincent Saravia, a passionate serial entrepreneur with ambitions to become the next Warren Buffett. In this insightful conversation, Vincent shares his journey from studying at Old Dominion University to learning directly from finance veterans, including those connected with legendary — and infamous — names in the industry. The episode dives deep into the world of business financing, covering the essentials of debt and equity financing, what business owners need to prepare before seeking funding, and the realities of costs and timelines involved.Vincent also opens up about his personal aspirations in the finance world, his fascination with market inefficiencies, and his vision for making a difference both in business and through philanthropic work. Whether you're a budding entrepreneur, a business owner looking for funding, or simply curious about the mechanics of the financial world, this episode offers valuable insights and practical takeaways. Grab your headphones and get ready to discover what it really takes to build financial MOJO in life and business!About my guest: Vincent Saravia is a serial entrepreneur and wants to be the next Warren Buffett.Connect with Vincent on Facebook, LinkedIn, and https://linktr.ee/vincentsaraviaKeywords: debt financing, equity financing, business financing, pitch deck, financial projections, pro forma, Regulation D, SEC, investment bankers, startup funding, commercial real estate financing, CFA, Bloomberg terminal, S&P 500, penny stocks, arbitrage, conglomerate, institutional investors, retail investors, market custodian, Robinhood, BlackRock, Fidelity, IPO, dividends, portfolio diversification, risk tolerance, trading securities, NASDAQ, cryptocurrency

Tim Thomas, CFA®, CIO at Badgley Phelps, shares more about how the firm connects with clients, ensures a personalized approach throughout the planning process, and creates a unique approach.

We are welcoming back the man behind the most debated number in retirement, Bill Bengen- this time with a special appearance from his lovely wife, Barbara. We take a brief detour to hear their love story and how they met, before getting into his new book, 'A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More'. He joins us in this episode to: Break down the primary goals of the book  Help you understand what's required to create and manage a successful personal retirement withdrawal plan Step us through all the tools required to make your money last your entire lifetime  

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Robert C. Doll, CFA, CEO & CIO, Crossmark Global Investments3. Brett Meyer, CFA, FRM, Head of Capital Formation, Towle & Co.4. Victor Haghani, CIO & Founder of Elm Wealth*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

This week on Bits + Bips, hosts Steve Ehrlich and Ram Ahluwalia speak with Blockchain.com's Nic Cary and Franklin Templeton's Max Gokhman. We talk about how the potential Base token would alter the L2 landscape, and who should capture the value if Coinbase becomes the backbone for DeFi. Also, whether Web2 and TradFi giants will buy their way onchain, why privacy infrastructure is overdue, and how TON's superapp strategy could pressure social platforms to follow suit.  Plus: how Franklin Templeton is valuing L2s and other tokens, why the FOMC's decision matters for crypto risk, and how tariff talk could spill into digital assets.  Thank you to our sponsor, Xapo! Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Nic Cary, Co-Founder and Vice Chairman at Blockchain.com Max Gokhman, Deputy Chief Investment Officer for Franklin Templeton Investment Solutions Links: Unchained:  Base Will Likely Have a Token: Why Now, Who Wins, and How Big It Gets Base Starts to Explore a Native Token Timestamps:

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Ehren J. Stanhope, CFA, Principal, Chief Investment Strategist at Canvas Custom Indexing to discuss: the evolution of investment products, why 2019 changed everything, how financial advisors are using Canvas with their clients and why technology is such an important component in this process. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices