Podcasts about CFA

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

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

This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI' co-host and author of ‘F.I.R.E for Dummies', Jackie Cummings Koski, CFP®, AFC®, continues through an easy to follow checklist of tax considerations in retirement. She demo-drives 72(t) and RMD calculators, live-shops the ACA site to score premium tax credits, and shows how Medicare surcharges work.  Topics for the series include: Age-band tax checklist (pre-55, 55-65, 65-75, 75+) Separating "macro" worry (markets, policy) from micro action (what you control) Early withdrawal strategies  (Rule of 55/50, 72(t) / Equal Payments, HSAs, Affordable Care Act/Tax Credits, Brokerage Accounts, ect) Tax Minimizing tips during normal retirement (Social Security, Medicare Surcharge, Increased Standard Deduction, Balancing account types) Later in life considerations (RMDs, Qualified Charitable Distribution, Inheritances, ect)   This is the second part of a two-part series and part 1 aired last Wednesday. This session references visuals from a presentation that is better viewed on youtube or you can follow along using this slide deck.   Disclaimer for this session: The intent of this session is open discussion about money topics that makes us all a little smarter. The content is for general education and information purposes only, and is not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.  

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

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Mark Hughes and Kevin Ritter, CFA charterholders and Co-Heads of Emerging Market Debt at PPM America. Together, they explore the evolving opportunity in investment grade emerging market debt and its growing relevance for insurance general account portfolios. Drawing on decades of experience, Mark and Kevin address common misconceptions, highlight the risk-return profile of EM credit, and explain why the asset class may offer compelling value compared to traditional U.S. investment grade allocations.   The conversation also delves into how insurers can think about portfolio integration, private vs. public EM debt, sovereign vs. corporate exposures, and how geopolitical shifts and trade policy are influencing asset allocation decisions. With practical insights tailored specifically for insurance investors, this episode provides a timely look at a segment of the market often misunderstood but increasingly important in today's global fixed income landscape.

The European Commission has put forward a series of proposals designed to simplify European Union sustainability rules and boost the region's competitiveness. As a result, application dates for EU due diligence and sustainability reporting requirements have been delayed by two years. Other proposals such as reducing the frequency of reporting and narrowing the scope of supply chains are still subject to trilogue negotiation. In the first of two Over the Counter episodes, CEN Group director Jasper Crone returns to the podcast to explain what might change, where he thinks this is all coming from and why companies should consider getting ready for new sustainability reporting rules even if they are no longer directly affected. Timestamps: 2:00 – Introductions 4:30 – EU sustainability reporting regulation recap 7:20 – Omnibus simplification package 12:00 – Simplification, or confusion? 19:00 – Where's this all coming from? 23:30 – Why sustainability reporting is still good for business 25:40 – What's all this got to do with competitiveness? Guest Bio: Jasper Crone is a Director at CEN-ESG, a corporate sustainability consultancy which helps businesses maximise their corporate sustainability potential, improving performance and ESG disclosure. Crone leads on several client teams, covering the implementation of internal controls and sustainability data, setting sustainability and net zero targets and developing programmes for implementation and operationalisation of objectives. He is experienced in sustainability reporting and the CEN-ESG assists clients with all aspects of sustainability reporting, whether regulatory, investor or customer driven. He brings a range of skills from 20 years of experience in the financial markets, in both the investment banking and investment management industries. He has a BSc in Biology from University of Bristol and is a CFA charter holder. You can contact Jasper via email: jasper@cen-esg.com

Mention financial independence and one of the first names that come up is JL Collins, author of the bestselling book 'The Simple Path to Wealth'. In fact, he is affectionately known as the Godfather of FI. One million copies and 10 years after its original publication, JL back with a shiny new, revised and expanded edition... and it just hit the New York Times Bestseller list!!! We know you've heard and seen JL all over the place because he is a BIG deal. But we uncovered some intriguing facts about his life and career that isn't often talked about (we're just curious like that). Here are five things you probably didn't know about JL Collins that we discuss in this episode: Before he ever started writing about financial independence, he worked in the magazine publishing industry.  He was a job-hopper throughout his career to make more money and took lots of sabbaticals because he liked working, just not all the time. He started writing his blog to teach is daughter (Jessica) about investing, problem was… she wasn't listening when she was a kid. His daughter (Jessica) is now in her thirties and turns out, she has gained a deep understanding of his teachings (way more than he originally thought). She's now firmly on the path to FI and just left her corporate job. His daughter Jessica was part of his team in updating the new version of ‘The Simple to Wealth' and getting to work so closely with her was the most gratifying part for him as a dad.  

Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe. This year's central question—“What's the smartest thing you ever did?”—unlocks an inspiring range of stories about personal and professional transformation. From a Singaporean ballet dancer who defied expectations, to an Argentine executive who discovered the Japanese concept of ikigai, to an Australian entrepreneur who rebuilt his life after addiction, Barbara explores how risk-taking, mindset shifts, career pivots, and geographic leaps often lead to unimagined success. With trademark warmth and insight, she illustrates how the boldest moves can become the smartest decisions. Listen to the full episode for powerful, real-life stories—and explore the Rich Thinking summary on the Enterprising Investor blog for even more global insights.

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. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments3. Kurt Livermore, Director, Portfolio Manager at Lazard Asset Management 4. Michael Graham, CFA, Research Analyst at Polen Capital*********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)

CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.

In this episode, Paul Barnhurst sits down with Clarke Carter and Landon Cortenbach, two finance professionals who've taken different paths into the world of FP&A and both turned to Corporate Finance Institute (CFI) to level up their skills. They discuss why Excel still dominates the finance world, what separates good FP&A from great, and how to pick the right certification to match your career goals. How Clarke used CFI's FP&A specialization to move from accounting into planning and analysis, and how Landon, a seasoned CFO, turned to CFI's FMVA program to sharpen his modeling and Excel chops after years in senior roles.Clarke Carter is a CPA and CMA working as a senior accountant in the healthcare industry. He supports budgeting and planning and has deep experience with Adaptive Insights and Excel modeling. Landon Cortenbach is a veteran CFO and finance executive who has scaled startups and worked with Fortune 50 companies. With a background in accounting, operations, and enterprise tech, Landon's passion is in financial transformation and continuous learning. He's a CPA, Six Sigma Green Belt, and a big advocate for real-world financial education.Expect to Learn:Why mastering Excel is still foundational in FP&AThe difference between theory and real-world finance trainingHow Power Query can save you hours every weekWhat separates effective FP&A teams from the restHow to choose between certifications like CFA, FMVA, or FPACHere are a few quotes from the episode:"Slow and steady wins. Make time daily to learn, and you'll be amazed where you end up." - Clarke Carter"Power BI and Excel together are unstoppable once you know how to use them." - Clarke Carter"The moment I understood how three-statement models fit together, everything clicked." - Landon CortenbachClarke and Landon bring practical advice, personal stories, and a lot of perspective. If you're looking to level up in FP&A or just want to hear from two people who've learned through doing, this one's for you. They share what worked, what didn't, and what they'd tell anyone trying to move forward in finance.Corporate Finance Institute: Master real-world finance skills with CFI's FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-FP&A guy/?utm_source=FP&A guy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Landon:LinkedIn - https://www.linkedin.com/in/landonjcortenbach/Follow Clarke:LinkedIn - https://www.linkedin.com/in/clarke-carter-cpa-cma-47392180/Follow Paul: Website - https://www.theFP&Aguy.com LinkedIn -

Listen to the latest podcast where Jeff Pavone and Chris Jenks, CFA discuss what's driving today's car wash M&A. They break down insights from The Car Wash Show and explore what's really driving value in today's market. Wondering if now's the time to sell your car wash? For the past 5 years, we've led the way in car wash M&A — but what truly sets us apart is our operational insight. We've uncovered real, untapped value that many owners overlook. In this episode, we break down how to identify that hidden value — and how a confidential call could reveal what your business is really worth.

Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investing the same old way to ignoring tax planning and claiming Social Security without a strategy, these missteps can cost you more than you think. In this episode, Tyler Emrick, CFA®, CFP®, walks through five of the most common — and avoidable — financial mistakes people make in and near retirement. You'll walk away with practical strategies to strengthen your plan, avoid missteps, and make more confident decisions as you approach — and live in — retirement. Whether you're five years from retirement or already in it, this episode will help you spot hidden risks and take smarter action today. Here's some of what we discuss in this episode:

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets.Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector.Mr. McCrea also holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.Since 2004, Mr. McCrea's  views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.Among other things we discussed Cognitive Biases 101: Helping Energy Investors Make Better Decisions.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Canadian Gas AssociationSupport the show

This week on Bits + Bips, the panel tackles the biggest themes driving crypto: Circle's triumphant IPO, ETH's institutional tailwinds, and the fast-shrinking Bitcoin supply on exchanges. Plus, what Gemini's IPO ambitions tell us about the state of exchanges, and whether Ram's call for a BTC breakout is about to hit. Also on the docket: Is Circle really worth its sky-high valuation? Why exchange fees are stuck in the 1970s ETH: the quiet trade that might be heating up Oh, and yes, they talk about the Trump–Elon feud too

Tax talk without the snooze-fest! This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI' co-host and author of ‘F.I.R.E for Dummies' Jackie Cummings Koski, CFP®, AFC®, turns this insightful discussion into a masterclass on trimming Uncle Sam's tab at every phase of retirement. Jackie rewinds to her own FIRE (Financial Independence, Retire Early) journey: the divorce-day "401(k) gap" that lit her savings rocket, supersizing her HSA past $200,000, and hitting FI at 49 with a 40% savings rate. Expect plain-English breakdowns, plenty of ‘there are no dumb questions' crowd chat, and Jackie's trademark mix of CFP level and girlfriend realness. Topics for the series include: Age-band tax checklist (pre-55, 55-65, 65-75, 75+) Separating "macro" worry (markets, policy) from micro action (what you control) Early withdrawal strategies  (Rule of 55/50, 72(t) / Equal Payments, HSAs, Affordable Care Act/Tax Credits, Brokerage Accounts, ect) Tax Minimizing tips during normal retirement (Social Security, Medicare Surcharge, Increased Standard Deduction, Balancing account types) Later in life considerations (RMDs, Qualified Charitable Distribution, Inheritances, ect) This is part one of a two-part series and the second part will be aired next Wednesday (6/18/25). This session references visuals from a presentation that is better viewed on youtube or you can follow along using this slide deck.   Disclaimer for this session: The intent of this session is open discussion about money topics that makes us all a little smarter. The content is for general education and information purposes only, and is not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.    

Our guest for today's podcast is Wendy Li, Chief Investment Officer of Ivy Invest.  Before founding Ivy Invest, Wendy spent her career as an institutional investor managing billions of dollars for some of New York's largest endowments and foundations. Most recently, Wendy was Managing Director of Investments at the Mother Cabrini Health Foundation (MCHF). At MCHF, she was responsible for developing the foundation's investment strategy, sourcing and executing investments across asset classes, and exercising day-to-day management over MCHF's $4B portfolio. Prior to MCHF, Wendy held similar responsibilities at UJA-Federation of New York. She began her career in the Investment Office of the Metropolitan Museum of Art. Wendy is a graduate of Columbia University and a CFA charterholder.   Without further ado, here is our conversation with Wendy Li.

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking markets after a bit of a break. Do Blaine and Rich think global investors are sick of the US? With 10 year yield at 4.5%, will it hit 4.2% or 4.8% first?  What will the Fed do given the data we have seen?  Have a listen to find out

En Côte d'Ivoire, la campagne de ramassage du karité a démarré, dont le pays est le cinquième producteur mondial. Cette filière est désormais régulée par le Conseil du Coton et de l'Anacarde. Avec le tout début de la saison des pluies, dans le nord du pays, les femmes activent dans ce domaine sont en plein ramassage. Avec notre envoyée spéciale à Bouna, Dans cet espace communautaire en périphérie de Bouna, plusieurs femmes sont accroupies et ramassent des amandes de karité. Il faut aller vite, car un troupeau de bœufs dévorent les fruits mûrs tombés au pied des arbres de karité. « Je viens ici tôt, vers 5h30, puisque ce fruit est prisé par tous les animaux, à cause de sa pulpe qui est très sucrée. Il faut être rapide pour le récolter avant eux », explique Béninguiéla Hien. Cette activité attire plus de monde, car la précédente campagne a été favorable. En effet, les amandes de Côte d'Ivoire étaient montées en flèche l'an dernier, après que le Mali et le Burkina Faso ont pris des mesures pour suspendre l'exportation de leurs amandes de karité. Cette hausse a attiré plus de femmes dans la collecte des amandes. En période de récolte, ces travailleuses peuvent gagner jusqu'à 2 500 francs CFA par jour. Des prix sur les marchés à la hausse Cette activité permet d'améliorer la qualité de vie de ces femmes. « L'activité se porte bien : avant, je ramassais beaucoup d'amandes de karité, mais les prix étaient faibles. Depuis l'an dernier, cela a changé : je fais des bénéfices. Par exemple, cet argent me sert à scolariser mes enfants », témoigne Kamou Sambéna. Une fois récoltées, ces amandes sont ensuite vendues à des coopératives. À l'image de Scoop Prokobab, qui regroupe 600 femmes à Bouna. Cette coopérative transforme ce fruit en beurre de karité. La hausse des prix sur les marchés internationaux a été répercutée sur les prix des produits revendus par cette coopérative. Ce qu'explique Siatta Ouattara, la présidente de cette organisation : « Aujourd'hui, la concurrence est rude. On va vendre cher notre amande que nous allons produire. Le kilo qui était à 200 francs CFA est passé à 700. Donc le kilo [d'amandes] a triplé. Le beurre [de karité] que nous vendions à 1 000 francs CFA est passé à 2 000. Et le kilo de beurre de karité que l'on vendait à 1 500-2 000 francs CFA, on est obligé de le vendre à 3 000. » Cette coopérative réalise l'essentiel de ses bénéfices sur les dérivés du karité. Notamment les produits cosmétiques fabriqués à partir des résidus de coques de karité, ou encore les briques de tourteaux, utilisés comme combustible. Le prix du karité sera fixé d'ici à la fin du mois de juin, en concertation avec le Conseil du coton et de l'anacarde. À lire aussiSans le Mali et le Burkina Faso, le prix des amandes de karité explose

Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices

Nicole Gehrig speaks with Tamara Close, CFA, Senior Director of ESG Advisory for the Petra Funds Group, about the ongoing evolution of sustainable finance and ESG (Environmental, Social, and Governance) practices within the institutional investment landscape. Tamara reflects on her career path, including her time at PSP Investments, and shares key insights into the shifting perceptions and integration of ESG issues into mainstream investment strategies. The discussion covers how institutional investors have evolved and increased in sophistication when it comes to their ESG practices. It looks as well at the regional disparities in adoption, the distinct roles of public versus private markets, and the growing expectations placed on asset managers by institutional investors. Nicole and Tamara also examine the increasing demand for transparency, high-quality data, and measurable outcomes, from institutional investors emphasizing the maturation of considering ESG issues from a values-driven approach to a financially material integrated investment framework.   Key Takeaways:  • Institutional investors have progressed from values-based investing to fully integrating ESG issues into risk management frameworks, aiming to create real world impact through their investments. • Public markets are increasingly seen as a risk management play for institutional investors focusing on ESG issues, whereas private markets present more opportunities to deliver measurable impact. • Transparency and evidence-based results are essential requirements for credible ESG strategies. • There are key questions institutional investors can use to help assess a fund manager's ESG integration maturity.   Chapters 00:00 Introduction 01:40 Tamara's Sustainability Story 05:08 How Institutional Investors Treat ESG Issues: Evolution and Trends 11:04 Regional Differences in ESG Practices and Regulations 15:13 Public vs. Private Markets: ESG Approaches 20:27 Expectations from Institutional Investors 23:30 Key Questions for Asset Managers on Integrating ESG Issues 27:41 Future of ESG Practices in Investment Strategies

Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we're in today  What tariffs really have to do with the stock market and economy  The 'rebalance' rule  Mid-term election tailwinds  Where the federal reserve fits into all of this  

Ces derniers mois, la pénurie de poulets motive de plus en plus d'exploitants à se tourner vers l'élevage de canards. C'est le cas de Rosya Natacha Epelaki, dont l'entreprise ROFPAL, lancée il y a trois ans, est devenue incontournable dans le contexte actuel de crise.  Dans cette concession d'un hectare, les canards sont élevés en liberté dans des cabanes en bois. L'endroit est bien aménagé, et clôturé. Née dans une famille d'éleveurs et d'agriculteurs, Natacha Rosya Epelaki s'est lancée dans l'élevage des canards, il y a trois ans. Ce matin, elle tient une vieille boîte de conserve en main et lance à la volée des graines de maïs aux canetons.« Les canards sont rares sur les marchés en République centrafricaine. Pendant les fêtes, les commerçants ne vendaient que des poulets de chair. Ce sont nos voisins congolais de Zongo qui ravitaillent les marchés de Bangui et ils repartent avec l'argent chez eux. C'est ce qui m'a révolté à faire l'élevage des canards. Les canards sont faciles à élever et donnent moins de travail que les poulets. Ils sont forts et robustes. Ils tombent difficilement malades ».À lire aussiHuile de palme en Centrafrique: l'ambition des jeunes producteurs de BossongoSur les marchés, des canards à la place des pouletsDans sa combinaison bleue, Djiéssi Mabada, l'un des employés de l'entreprise ROFPAL, prépare son pousse-pousse pour aller à la conquête des clients potentiels. « À 5h30, on doit être là pour nous occuper des canards. Il y a beaucoup de clients à Bangui. Je sors toujours avec une vingtaine de canards, mais le soir, je rentre avec le pousse-pousse vide ».Certains canards sont vendus aux restaurateurs, mais la plupart sont commercialisés sur les marchés de la capitale. Natacha possède actuellement quatre-vingts canards et une centaine de canetons. « Au début, j'ai démarré avec trois femelles et un mâle pour en arriver là aujourd'hui. Le prix d'un canard chez nous dépend de la grosseur de l'animal. Mais le prix minimum est de 5 000 francs CFA. Annuellement, je peux gagner 500 000 francs CFA ».Un revenu qui dépasse le salaire minimum de 29 000 francs CFA par mois. Et si le prix du canard est plus élevé d'environ 1 500 francs CFA qu'un poulet traditionnel, les canards ont cependant plus de chairs, ce qu'apprécient les consommateurs. « Sur les marchés, les canards ont remplacé les poulets de chair parce que les éleveurs de poulets ont du mal à s'approvisionner en poussins, explique Gaëtan, ces derniers jours, je n'achète que des canards pour mon restaurant ».Une production limitée par un manque de produits et d'énergieAujourd'hui, Natacha ambitionne de vendre ses canards sur tous les marchés du pays et ceux de la sous-région. Mais dans ce travail, les difficultés ne manquent pas. « Les tourteaux de soja et coton sont difficiles à trouver. Les produits vétérinaires sont chers parce qu'ils sont importés de l'étranger. Présentement, je n'ai pas de couveuse, ni d'électricité photovoltaïque pour produire assez de canetons ».Avec son projet d'élevage de canards, l'entreprise ROFPAL a remporté en avril dernier le prix du championnat des start-up au salon de l'entrepreneuriat féminin à Bangui. Malgré les nombreux défis, elle compte créer cette année une unité de vente d'œufs de canards en palettes, une première en Centrafrique.À lire aussiEn Centrafrique, une association stimule l'autonomisation des femmes par l'agriculture et l'élevage

Le « travel ban », mesure dévoilée mercredi par Washington, prévoit l'interdiction temporaire d'entrer sur le territoire américain à partir de lundi aux ressortissants de 12 pays, sept en Afrique, et ce, pour des raisons de sécurité ou parce qu'il est reproché à ces États de ne pas coopérer suffisamment dans la gestion des flux migratoires.Le Tchad fait partie des cibles. Interrogé par le site Tchadinfos, le politologue Yamingué Betinbaye estime que « du point de vue de l'administration américaine, [...] le Tchad souffre de sa position géographique avec des pays en crise, comme le Soudan et la Libye, qui le rend vulnérables aux mouvements de terroristes en provenance de ces pays. »Le président tchadien Mahamat Idriss Déby a immédiatement réagi annonçant suspendre l'octroi de visas aux ressortissants américains. « Le Tchad, en adoptant une posture de résistance, envoie un message clair sur la scène internationale, décrypte Tchad Vision. Malgré ses ressources limitées, il valorise son autonomie et sa fierté nationale ».Les citoyens du Congo-Brazzaville eux aussi seront désormais bloqués à l'entrée aux États-Unis Une « annonce rocambolesque », s'étonnent Les Echos du Congo-Brazzaville. « De nombreux congolais se demandent s'il ne s'agit pas d'une erreur nominative, interroge le site, à moins que les services de l'administration Trump n'aient produit des rapports erronés, en toute méconnaissance des bases sociologiques congolaises ». Le média du Congo-Brazzaville tient à rappeler que « le christianisme se pratique majoritairement dans le pays et que les musulmans du Congo sont loin de verser dans l'islamisme radical, encore moins le jihadisme ».Le gouvernement congolais s'est exprimé parlant d'un malentendu qui devrait se régler par des discussionsJour de fête dans le monde musulmanLa Tabaski, comme elle est appelée en Afrique de l'Ouest, est marquée traditionnellement par le sacrifice d'un mouton. Sauf que cette année,« cette célébration se déroule dans un contexte économique extrêmement tendu » au Sénégal « où l'achat d'un mouton est devenu un luxe que de nombreuses familles ne peuvent plus se permettre », s'alarme Afrik.com. Sur les marchés de Dakar, Thiès ou Kaolack, le prix d'un mouton« digne de la Tabaski oscille entre 150 000 et 350 000 francs CFA alors que le salaire moyen peine à dépasser les 90 000 », écrit le site.« Un luxe difficilement accessible », c'est aussi une réalité pour de nombreux Maliens écrit le site Maliweb. Les sommes à débourser pour acheter un ovin sont jugées« excessives », dans un contexte de « pouvoir d'achat en baisse », de « chômage persistant » et où les denrées alimentaires de base ont augmenté de 30 % à 50 % depuis le début d'année. « On fait avec les moyens du bord », souffle Mariam Maïga, une enseignante interrogée, qui compte partager l'achat d'un mouton avec sa sœur. Certains « optent pour des moutons plus petits, tandis que d'autres se tournent vers les chèvres ». « Les familles s'adaptent, et dans l'épreuve, elles prouvent une fois de plus leur capacité à célébrer avec dignité et résilience. ».Un Aïd à la « tournure particulière » au MarocC'est Le Matinqui rappelle que l'Aïd sera différent des autres années. Le royaume a en effet recommandé d'annuler le sacrifice rituel pour « préserver le cheptel national » mal en point après des années de sécheresse, mais aussi pour « soulager les foyers à revenus modestes ».En dépit de cela, explique le journal marocain, « de nombreux citoyens se ruent sur les boucheries ». Mais une fois en boutique, le prix de la viande d'agneau alimente le mécontentement de ces consommateurs : Le Matin cite une députée de la fédération de gauche démocratique qui accuse certains grossistes et bouchers de limiter « volontairement l'abattage pour créer une rareté artificielle, ce qui accentue mécaniquement la pression sur les prix. Un phénomène aggravé, selon elle, par l'absence d'un contrôle rigoureux » de l'État.

The Bitcoin Conference in Vegas is getting more political. Crypto treasury companies are exploding across the globe. And macro markets are flashing mixed signals, with geopolitics entering the chat. In this episode of Bits + Bips, the panel dives into: Key takeaways from Bitcoin 2025 The possible bubble forming around Bitcoin treasuries How the SEC is fighting back against staking in ETFs Whether Ethereum is finally catching up How Ukraine just redefined trade risks Why ETFs have seen so much inflows since the market bottom How AI will impact growth and the job market And … why James hates Las Vegas

Want to know how the top 1% build wealth in real estate without falling for the hype? Omar Khan, CFA, built a $760 million real estate empire through brilliant capital structuring, institutional partnerships, and operational excellence. Listen now and know how he gets real about landlord laws, coaching scams, and why cutting costs alone won't cut it.   Key Takeaways To Listen For The global upbringing that shaped Omar's investing mindset Strategies on development, value-add acquisitions, and opportunistic takeovers How Boardwalk Wealth finishes 95% leased before other developers break ground An honest take on interest rates, recession risk, and compressed margins Why real estate is about preparation, not perfection   Resources/Links Mentioned In This Episode Winning Ugly by Brad Gilbert | Kindle and Paperback   About Omar Khan, CFAOmar Khan is the principal of Boardwalk Wealth and a seasoned investor with over a decade of experience in real estate and commodities. He has structured and advised on $3.7 billion in capital financing and M&A deals, raising more than $50 million in equity from private and institutional sources. A CFA charterholder and graduate of the Rotman School of Business at the University of Toronto, Omar leads investor relations and strategic partnerships. His track record includes closing over $250 million in assets across Texas, Georgia, Florida, and South Dakota.   Connect with Omar Website: Boardwalk Wealth LinkedIn: Omar Khan, 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

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Fred Pollock, Chief Investment Officer, and Steve McMillan, Head of Credit Research at GCM Grosvenor, for a timely discussion on private credit secondaries. As insurers continue to expand their allocations to private credit, Fred and Steve outline where secondaries fit into the broader $21 trillion private credit market and why they believe this corner of the asset class is poised for long-term growth. They discuss how liquidity, diversification, and discounted entry points can make secondaries particularly attractive especially in today's uncertain macro environment.   The conversation also highlights GCM Grosvenor's differentiated approach, from deep underwriting discipline to leveraging its multi-asset platform for deal flow and risk evaluation. Fred and Steve explain why understanding the entire private credit landscape not just direct lending is essential for delivering alpha and managing downside risk. Whether you're an insurer evaluating secondary strategies or simply seeking market perspective, this episode offers insight into one of the most complex and compelling areas of institutional investing today.

On this episode of Streamlining Insurance, I sit down with Rahul Daryanani, CFA—an investor with deep experience across venture capital and insurance—to unpack how AI and automation are transforming the industry from the inside out.We dive into:Where VCs are still excited to invest in insurtechThe real-world impact of AI on underwriting, claims, and distributionHow startups should approach building for legacy industriesWhat's hype vs. what's real in the automation revolutionWhether you're a founder, operator, or insurance veteran, this episode offers a sharp look into what's next for the future of insurance. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Arron Filbeck, CFA tells us what CAIA has planned for this year

Au Sénégal, derniers jours pour l'achat du mouton avant la fête de la Tabaski qui sera célébrée samedi 7 juin par la majorité des musulmans du pays. Les vendeurs sont positionnés en bord de route et sur les ronds-points de la capitale en espérant écouler leur cheptel. Les vendeurs optent eux pour différentes stratégies, entre ceux qui s'y sont pris bien à l'avance et ceux qui attendent la dernière minute.  De notre correspondante à Dakar,En passant devant les moutons, Abdoulaye Diatta jette un regard rapide. Lui a déjà acheté sa bête, il y a longtemps. « Je l'ai acheté plus d'un mois déjà. Il faut s'y prendre bien avant. C'est ça l'astuce. Parce que c'est moins cher et on a le temps de bien regarder ce que l'on fait », explique-t-il.Si certains de ses compatriotes cherchent le plus gros mouton ou des races prestigieuses comme le ladoum, Abdoulaye a des critères plus simples. « Ce n'est pas l'envergure qui compte, mais ce sont les principes de l'islam. C'est-à-dire qu'il doit correspondre à ce qu'il faut comme mouton pour la Tabaski. Qu'il soit en bonne santé, qu'il ne soit pas trop âgé, qu'il ait les cornes et tout. En fait, que ce soit le mouton parfait », détaille-t-il.Installés depuis plusieurs semaines déjà en bord de route, les vendeurs comme Abdouleye Diène prennent leur mal en patience. Il a une cinquantaine de moutons. « Je les ai élevés chez moi à Yoff. Il y en a d'autres que j'ai achetés pendant le ramadan et que j'ai entretenus durant trois mois pour les revendre pour la fête. Il y a aussi des moutons que j'ai achetés à l'intérieur du pays pour les revendre ici », énumère-t-il.Dans l'enclos d'à côté, Malick n'a pour l'instant vendu aucun de ses 17 moutons. « Les gens n'ont plus d'argent », estime-t-il. Beaucoup d'acheteurs attendent aussi la dernière minute pour acheter leur bête. Ousseynou fait du lèche-vitrine avec son frère, allant de vendeur en vendeur, avec une stratégie déjà bien rodée. « Je suis venu pour observer un petit peu, voir la tendance au niveau des prix. Après, c'est un premier prix. Cela ne veut absolument rien dire. Cela peut baisser parce que le marchandage, c'est dans nos gènes, c'est dans notre culture », raconte-t-il.Ousseynou regarde les moutons avec une fourchette de prix en tête, entre 200 et 225 000 francs CFA, mais il n'est pas pressé. « Je vais attendre la veille. Car je n'ai pas beaucoup d'espace à la maison. Et il me faudrait deux moutons. Cela ne sert à rien de se précipiter », se ravise-t-il. La nuit, la police assure des patrouilles et les vendeurs dormiront auprès de leurs bêtes jusqu'à samedi pour éviter les vols. Au Sénégal, chaque année, plus de 800 000 moutons sont nécessaires pour la Tabaski.À lire aussiEn Afrique, d'où viennent les moutons sacrifiés de la Tabaski?

Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the Rational Reminder podcast and is the host of a YouTube channel that covers finance and investing-related topics. He joined PWL Capital in 2013 after completing a degree in mechanical engineering as well as an MBA. He is a CFA charter holder and a CFP professional. Ben, welcome to The Long View.BackgroundBioPWL CapitalRational Reminder podcastCanadian Market and Home-Country Bias“The Passive vs. Active Fund Monitor,” by Raymond Kerzerho, pwlcapital.com, Winter 2024.“Passive Beats Active Again in 2024,” by James Parkyn, capitaltopics.com, April 30, 2025.“Canadians Reducing Home Bias, Eh? Vanguard Research Finds That Investors Are Increasingly Going Global,” vanguard.ca, June 2024.Rational Reminder Podcast“Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory,” Rational Reminder Podcast, Sept. 30, 2021.“Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom,” Rational Reminder Podcast, Sept. 2, 2022.“Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation,” Rational Reminder Podcast, Dec. 21, 2023.“Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice,” Rational Reminder Podcast, March 27, 2025.“Episode 316: Andrew Chen: ‘Is Everything I Was Taught About Cross-Sectional Asset Pricing Wrong?!'” Rational Reminder Podcast, Aug. 1, 2024.“Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life,” Rational Reminder Podcast, June 11, 2020.“Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance,” Rational Reminder Podcast, Oct. 14, 2021.Other“The Misguided Beliefs of Financial Advisors,” by Juhani T. Linnainmaa, Brian Melzer, and Alessandro Previtero, Journal of Finance, March 22, 2021.Rational Reminder Community“OneDigital Expands Into Canada With Investment in PWL Capital, Expanding Wealth Management Services Across Borders,” OneDigital.com, Jan. 23, 2025.“Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice,” by Scott Cederburg, Aizhan Anarkulova, and Michael S. O'Doherty, papers.ssrn.com, March 5, 2025.The Fiscal Theory of the Price Level, by John Cochrane

In this episode of All the Credit®, Credit Markets in Transition, we explore the evolving role of liability management in global credit markets and how they're reshaping outcomes for investors, creditors, and the broader credit market. PGIM Fixed Income's Brian Barnhurst, CFA, Head of Global Credit Research, hosts Ryan Kelly, CFA, Lead Portfolio Manager and Head of Special Situations, and Rishav Puri, Special Situations Credit Analyst.   Recorded on May 21, 2025.

Are rising risk asset prices the result of long-term allocation changes or short-term trades? Matt Orton, CFA, and Joey Del Guercio, CFA, talk about debt downgrades, risk asset prices, and whether bond market disruptions are caused by structural flows or genuine increases in the costs of capital. They also discuss the expansionary effects of the One Big Beautiful Bill Act and possibly the most important — but also most overlooked — catalyst for growth in U.S. markets.

BIO: Jeff Sarti, CEO of Morton Wealth, leads a firm managing over $3 billion in assets. With a mission to empower better investors, Jeff helps clients achieve their financial goals while supporting employees in their career growth.STORY: Jeff bought a few dot-com companies, thinking it was smart and safe because he bought the big brands. All of the companies dropped 90%+.LEARNING: Don't let greed, FOMO, and a lack of imagination drive you to a bad investment. “Don't take shortcuts. If you do, at least know that you're gambling and speculating. That's different from investing.”Jeff Sarti Guest profileJeff Sarti, CEO of Morton Wealth, leads a firm managing over $3 billion in assets. With a mission to empower better investors, Jeff helps clients achieve their financial goals while supporting employees in their career growth. A CFA charterholder, Jeff shares his insights through his Perspective newsletter. His expertise emphasizes challenging the status quo and fostering long-term, resilient investment strategies.Worst investment everIn the late 90s, during the dot-com boom, Jeff had just started making a bit of money. He bought a few dot-com companies, thinking it was smart and safe because he bought the big brands. All of the companies dropped 90%+ after a while.Lessons learnedDon't let greed, FOMO, and a lack of imagination drive you to a bad investment.Always do your research.Andrew's takeawaysWhen prices get untethered from earnings growth, our expectation of the future is what matters.Actionable adviceThe only way you can learn is by doing and making mistakes. But before you start doing, do the research, understand the underlying risk factors of your investments, and don't take shortcuts.If you do, at least know you're speculating and not investing. Keep that speculative piece of your portfolio small. It's always a good idea to balance speculative investments with more traditional, long-term investment strategies for a more secure financial future.Jeff's recommendationsJeff recommends checking out resources on his website, such as his investment guides and market analysis, and signing up for his quarterly newsletter if you want financial education.He also recommends reading Thinking Fast and Slow by Daniel Kahneman and books by Morgan Housel to understand how emotions drive investment decisions.No.1 goal for the next 12 monthsJeff's number one goal for the next 12 months is to continue traveling the country with his investment team, uncovering some new niche opportunities.Parting words “I really enjoyed the conversation. It was a lot of fun.”Jeff Sarti [spp-transcript] Connect with Jeff Sarti

    I had an amazing conversation with Sylvia Solit exploring the intersection of wealth, consciousness, and investment strategies! Sylvia shared her unique journey from healing and awakening to becoming a powerhouse in investment, showing how aligning our consciousness with financial decisions is key to true success.    Sylvia is rewriting the rules of wealth, legacy, and leadership by connecting consciousness to capital, empowering families, founders, and high-net-worth individuals to create expansive, energetically aligned wealth.    She's a rare force in finance – a CFA charterholder (a rarity among women!), CIO who's managed over $1B in assets, and a shaman with 30 years of indigenous training.    In our conversation, we dive into:   - Investment Strategies from a conscious perspective   - Understanding FOMO in investment decisions – awareness is key!   - The role of consciousness in wealth creation   - Mindfulness practices to clarify investment choices    - How money reflects your mindset and state of consciousness   - Breaking the busy culture to make better decisions   - Empowering women financially for societal change    This episode highlights the transformative power of connecting spirituality with finance, especially for women in business.    Listen in, subscribe now so you never miss an episode, and leave a review! It really helps us know what content resonates with you the most.    Join our Feminine Business Magic Facebook Group (https://tinyurl.com/ygdkw7ce)  with your host, Julie Foucht. This is a community of women dedicated to connecting, supporting, and celebrating each other in growing businesses that honor their Divine Feminine while filling their bank accounts abundantly.    Resources mentioned:    Take the Witchpreneur Quiz and discover which Feminine Magic is your Key to Financial Success. (https://bit.ly/witchpreneur-quiz)    Purchase Love-Based Feminine Marketing (https://tinyurl.com/ydmzb6qz)             **Contact Sylvia Solit via Instagram or https://thesylvia.com/**    **Connect with Julie Foucht via Facebook (https://tinyurl.com/yeb82uuj) or email at https://juliefoucht.com/** 

In this episode we are joined by Julien and Kiersten Saunders, co-creators of rich & REGULAR and authors of 'Cashing Out: Win the Wealth Game by Walking Away'. What started as a blog in 2017 has grown into a multimedia powerhouse, all centered around their mission… to inspire better conversations about money. Hear why Julien walked out of corporate life before he had 'FU money,' and how Kiersten's Valentine's Day resignation collided with the pandemic. They also talk to us about:  Their 15-year 'Cashing Out' career sprint The power of 'Money on the Table' (think Anthony Bourdain meets FIRE) The joy of raising an eight-year-old who calls 78-year-olds his besties A reminder that aiming for the heart—rather than the wallet—can turn any late start into a blockbuster finale 

At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution. He also examines the expanding role of consultants and questions common assumptions in portfolio construction. A must-listen for anyone navigating the complex terrain of private markets.

Send us a textWondering if you need the CFA to break into banking? Curious what the SIE is, or whether a CPA helps you land a role in private equity? You're not alone—exam questions are by far the most common DMs we get. So in this episode, we finally break it all down.We're joined by Joyce Schnurr, Senior VP at Kaplan, who walks us through the differences between licensing (SIE, Series 7, 63, 79) and credentials (CFA, CPA, CFP, CAIA), who actually needs them, and how they impact your finance career. Whether you're entering investment banking, sales & trading, asset management, or wealth advisory, we cover which exams matter—and which ones don't. We also talk exam structure, pass rates, and how new rules may let you fund prep with a 529 plan.Plus, we dive into the latest market drama—TACO (Trump Always Chickens Out), bond market crowding, and the beauty M&A boom featuring Hailey Bieber's near-billion-dollar deal. As always, it's markets, career advice, and pop culture—through a Wall Street lens.For more information about Kaplan, check them out HERETo connect with Joyce Schnur on LinkedIn, find here HEREShop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

In this episode, Jo Ann explores how digital financial services are impacting consumer protection in West Africa and globally, including the rising incidence of fraud. Hear from Aishah Ahmad, CFA, Former Deputy Governor of the Central Bank of Nigeria and board member of the Financial Alliance for Women. 

Après 10 ans sous la houlette du Nigérian Akinwumi Adesina, la Banque africaine de développement sera, pour les cinq années à venir, dirigée par Sidi Ould Tah. « Trois heures seulement ont suffi » s'étonne Sahara Médias, à l'élire. Réaction partagée parLe Monde Afrique, surpris que « le dernier candidat à être sorti du bois » ait « finalement coiffé tous ses adversaires au poteau, » et ce en trois tours seulement. Il faut dire que le parcours de Sidi Ould Tah lui a taillé un costume sur-mesure : « docteur en économie formé entre Nouakchott et la France, » rappelle Le Point Afrique, « passé (…) par la Banque mauritanienne pour le développement et le commerce, ». Il a surtout dirigé la Banque arabe pour le développement économique en Afrique pendant dix ans. Et sous sa direction, pointe Le Faso, l'institution a « financé des ports, des aéroports, participé à la construction de plus de 200 routes, (…) tout en générant une baisse des coûts de transport. » Coup de pouce des dirigeants mauritaniensSahara Médias raconte que pendant le vote, le président Mohamed Ould Ghazouani « passait plusieurs appels, » qui, croit savoir le titre, « ont joué un rôle décisif pour changer la donne. » Parmi ces contacts cruciaux, le Nigeria, qui a « changé de position de manière soudaine et décisive. » Et le résultat est là : plus de 76% des voix, contre un peu plus de 58% à l'époque pour Akinwumi Adesina. Mais attention, prévient Wakat Séra : il faut voir dans ce score élevé non pas un blanc-seing mais une « interpellation à la tâche. » La présidence de tous les défis Sur ce point, les journaux sont unanimes. D'abord, Sidi Ould Tah va devoir faire avec l'héritage de son prédécesseur. Akinwumi Adesina a, souligne Le Pays, « réalisé la plus importante augmentation de capital » de l'histoire de la BAD : ce dernier a plus que triplé en 10 ans.Plutôt donc que de s'affranchir de ce passé, le nouveau patron de la banque compte, analyse Le Monde, « s'inscrire dans la continuité des grandes priorités définies par son prédécesseur, » les ‘High Five' : électrification, accès à la nourriture, industrialisation, intégration et amélioration de la qualité de vie. Autant de points sur lesquels « les défis restent immenses », juge le quotidien.Environnement économique difficile Par rapport à 2010, la part que les pays africains consacrent à leur dette a connu « une hausse de 167% ». Et puis il y a les États-Unis et leur « désengagement progressif des mécanismes d'aide au développement », soit des centaines de millions de dollars en moins.Heureusement, se souvient Le Point Afrique, Sidi Ould Tah dispose de « relations de marque avec certains pays du Golfe » qui « pourraient l'aider à attirer de nouveaux capitaux. » Il a en tout cas quelques mois pour y penser : sa prise de fonctions est prévue le 1er septembre. Voilà qui devrait lui laisser le temps, conclut Wakat Séra, de « souffler un coup, en attendant de donner un nouveau souffle à la BAD ! » Une boisson inquiète en Côte d'IvoireElle s'appelle la Vody. Et ne vous laissez pas avoir par sa cannette au format aussi petit que ses couleurs sont éclatantes : 250ml de cette boisson contiennent « de la caféine, de la taurine, beaucoup de sucre, et 18 à 22% de vodka. » Voilà pour la recette, décortiquée par Le Monde Afrique. Et ça marche : « depuis son arrivée à Abidjan, au milieu des années 2010, retrace le quotidien, la Vody est devenue la boisson fétiche des rappeurs ivoiriens » qui la popularisent auprès des jeunes.C'est vrai, « le gouvernement ivoirien a tenté en 2023 de mettre un frein au phénomène » en interdisant l'importation de boissons énergisantes alcoolisées. Conclusion, les fabricants ont changé la recette de leurs canettes sur le marché local, « en retirant les composantes énergisantes. » Mais le taux d'alcool, lui, est le même. Or, raconte un adolescent, « le but premier a toujours été de se saouler, ». Et ce à moindre coût : une canette coûte entre 500 et 700 francs CFA, soit entre 0.75 et 1 euro. À ce prix-là, balaie l'étudiant, « si on veut l'effet énergisant, on peut se faire son cocktail soi-même. » La Vody a donc encore de beaux jours devant elle.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Connell Hasten of Victory Park Capital and Sukh Grewal of Janus Henderson for a deep dive into the evolving dynamics of public and private asset-backed markets. From their unique career paths to the strategic partnership between their firms, Connell and Sukh explore how collaboration across public and private markets is enhancing investment opportunities for insurance asset managers.   Listeners will gain valuable insights into the symbiotic relationship between ETFs and private ABL investments, and how insurers are leveraging both to manage liquidity, diversify portfolios, and improve yield in today's market. The discussion also tackles macro trends driving interest in asset-backed lending, emerging collateral types, and what characteristics these seasoned professionals look for in the next generation of investment talent. Whether you're rethinking your asset allocation or simply looking to stay ahead of industry shifts, this episode delivers actionable perspectives tailored for insurance investors.

Warren Buffett announced his retirement as CEO of Berkshire Hathaway at the company's 2025 annual meeting — marking the end of one of the most legendary investing careers in history. But his lessons aren't just for billionaires or portfolio managers. They're surprisingly relevant for anyone approaching retirement or looking to live more intentionally with their wealth.   In this episode, Tyler Emrick, CFA®, CFP®, explores the timeless wisdom behind Buffett's philosophy—from staying invested through downturns to making confident decisions when fear is high. We also discuss how a strong financial plan helps you make purposeful choices: knowing when to spend, when to give, and how to align your wealth with the life you want to live—now and in the future.   Here's some of what we discuss in this episode:

My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into European microcaps – a market segment he describes as “so unloved and uncovered,” with unique inefficiencies and opportunities. In our conversation, Thomas lays out why Southern Europe – especially countries like Spain, Italy, and Greece – is currently one of the most interesting regions for microcap investing. He explains the value of bottom-up research, the importance of direct interaction with management teams, how non-European investors can begin navigating this often-overlooked space, as well as some of the structural risks that exist in this space – including governance concerns and delisting threats. We also touch on specific names like Euroconsultants, Shelly Group, Reway, and ALA, and for full disclosure, I am not a shareholder in any of them. For more information about Thomas Richard and Philippe Hottinguer Gestion, please visit: https://www.philippehottinguer.com/fr/phhgestion/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft  

Jonathan Clements is a former Wall Street Journal personal finance columnist who is battling a rare form of terminal cancer, Jason Zweig is a current Wall Street Journal personal finance columnist, and Christine Benz is the director of personal finance and retirement planning for Morningstar, as well as the president of the John C. Bogle Center for Financial Literacy.    In this podcast, we discuss the Jonathan Clements Getting Going on Savings Initiative, a non-profit research project set up on Jonathan's behalf, and his new book, The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived. Tax-deductible donations for the initiative can be made at BogleCenter.net, and profits from the sale of his book also go to the initiative.    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.  

This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team, to discuss Gold as an asset class and an update on markets.

Life Planning and Navigating Financial TransitionsMeet Phil WeissPhil Weiss, the founder of Apprise Wealth Management. Beginning his career in 1987 as a tax professional at Deloitte & Touche, Phil has accumulated over 25 years of experience in personal finance and investment management. He holds esteemed credentials as a CFA, CPA, and RLP®. I talked with Phil about:•Navigating Financial Transitions for Women •The Importance of Life Planning for Women •Influence of Financial Role Models •Retirement and Tax Planning for WomenLearn more about Phil here:Facebook: AppriseWealth Instagram: phweiss11 Tiktok: apprisewm YouTube: philipweiss9408

Childhood crushes can bloom into full-blown FI fairy tales, and Paul and Amanda Mollenkopf are living proof. They join us to tell their story and showcase the world premiere of Paul's first book, ‘Once Upon a FI.' What started out as letters to his daughter grew into a delightful collection of short stories inspired by timeless classics and fables. The book is a refreshing approach to spreading the message of financial independence to even the youngest readers. The clever analogies using classic tales inspire valuable generational conversations around money and include: The Tortoise and the Hare: A Race to Financial Independence The Odd Duckling: Finding the Like-Minded Jack and the Beanstalk: Magic Cards that Sprout Growing Debt The Boy Who Cried Wealth: A Lesson in Stealth Wealth The Three Little Pigs: Getting a Straw, Sticks or Bricks Mortgage Chicken Little: The Market is Falling A Spending Carol: The Spirits of Spending Past, Present and Future Oh, The Places You'll Go: The Things that You'll Do, with FI Community standing by You  

U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted). But what does all of this mean for crypto? On this week's Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down: Why the Moody's downgrade doesn't mean much for markets Whether Fed rate cuts are now further off than expected Why Alex says Coinbase is a “horrible product” despite S&P inclusion How stablecoins tie into U.S. geopolitical strategy Whether Circle should sell to Coinbase And what the altcoin ETF delay really tells us Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram's wild anecdote about workers gaming unemployment benefits. Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Macro Reuters: Moody's downgrade intensifies investor worry about US fiscal path USNews: Trump Tells Walmart to 'Eat the Tariffs' Instead of Raising Prices Coinbase Unchained: How the Attack on Coinbase Shows the Dangers of Centralized Exchanges Fortune: Circle pursues IPO—but talks with Coinbase and Ripple could mean a sale, sources say CNBC: Coinbase joining S&P 500, replacing Discover Financial Stablecoin bill Unchained: Stablecoin Bill Passes Key Hurdle: Dems Join GOP to Deliver a Crypto Win Timestamps:

Why This Episode Is a Must-Listen  The stock market feels more complex than ever—rising inflation, shifting interest rates, and non-stop headlines can rattle even the most seasoned investors. If you want to cut through the noise and build a long-term investing strategy that works, you'll want to hear directly from professionals who have navigated everything from market booms to bear cycles. This episode of Inspired Money brings together four leading investment minds to share real-world tactics, mindsets, and frameworks for surviving—and thriving—over the long haul. Meet the Expert Panelists David Stein is the founder of Money for the Rest of Us and a former institutional investment strategist who managed billions in assets as Chief Portfolio Strategist at FEG Investment Advisors. He now educates individuals through his top-ranked podcast, best-selling book, and investment tools platform Asset Camp, helping investors build resilient portfolios with confidence and clarity. https://moneyfortherestofus.com  https://assetcamp.com      Mariko Gordon, CFA, CFP® is the CEO of Uzume LLC, where she provides financial planning and consulting services to individuals and families. She previously founded and built Daruma Capital Management into a $2.5 billion firm with a distinctive, non-traditional approach to investing. With over 30 years of experience as a small-cap stock picker, she now helps clients navigate personal finance, entrepreneurship, and life transitions, drawing from her deep expertise in business, investing, and her multicultural heritage.  https://marikogordon.com https://www.uzumellc.com   Mike Taylor is the Lead Portfolio Manager of the Simplify Health Care ETF (PINK), the first 100% pro bono ETF with all net profits benefiting the Susan G. Komen Foundation. With over two decades of experience managing long/short healthcare equity portfolios at firms like Citadel, Millennium, and Diamondback Capital, Mike is widely recognized for running one of Wall Street's top-performing healthcare hedge funds.  https://www.simplify.us   Chris Wang, Managing Partner and Director of Research at Runnymede Capital Management, previously held roles as a research analyst and Assistant Portfolio Manager at TIAA-CREF. With over two decades of experience, Chris is known for Runnymede's unwavering integrity and distinguished track record in safeguarding clients' assets during turbulent financial times.  www.runnymede.com  Key Highlights: Building Resilient Portfolios David emphasizes the importance of asset allocation and diversification rather than focusing solely on picking individual stocks. By thinking like an endowment and blending global equities, bonds, and real assets, even individual investors can manage risk over time. He suggests, “As individuals, we can't just naively invest in the S&P 500 and hope things will go well… Our job is to understand the drivers and manage more like an institution.” Investing vs. Gambling Mariko draws a clear line between investing and speculation: investing has a positive expected return and is grounded in a long-term horizon and strong fundamentals, while gambling is driven by short-term bets and speculation. Her practical advice: “Do it for 10% of your portfolio and learn from your mistakes… Put most of your money elsewhere.” Adapting to Market Realities Mike shares that success in the market isn't about being right most of the time, but about surviving your mistakes and adapting. He reveals that the best hedge fund managers aren't right every day, but consistently compound small advantages: “The difference between a manager who's good versus great is literally 3% of days up more. And that, compounded, is your return.”  Staying Rational in Volatile Markets Chris highlights the importance of sticking to a disciplined, research-driven strategy—and knowing when to be aggressive or defensive based on business cycles. Emotional investing and impulsive changes hurt performance. “Sometimes you just have to step away from the screen… avoiding the headlines and reading [only] on Sundays can help you keep perspective,” he says. Call-to-Action So here's your assignment for the week: Take 15 minutes and review your current investments. Ask yourself: Am I clear on why I own each holding? If you can't answer that confidently, dig in. Is it a value play? A growth opportunity? A dividend payer? Or something you heard about on social media?  Clarity is the first step toward confidence — and confident investors stay the course.  Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money