Podcasts about CFA

Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss what's dominating investor psyches: How September cuts from the Fed could affect the investment landscape. Meanwhile, although major hyperscalers with cash on their balance sheets may remain unaffected by interest rate changes, the big winners in artificial intelligence (AI) are facing ever-climbing expectations.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Jeff Miller, Co-Head of Fixed Income and Portfolio Manager, and Stephen “Fitz” Fitzsimmons, Executive Director of Insurance Solutions, both at Morgan Stanley Investment Management. The discussion centers on how insurers can navigate the evolving role of fixed income within multi-asset portfolios, with insights into ALM optimization, yield curve dynamics, and opportunities across public and private credit.   Miller and Fitz highlight the impact of regulatory changes, the balance between transparency and complexity in fixed income markets, and how insurers can thoughtfully integrate alternatives alongside traditional allocations. Their perspectives provide insurance CIOs and investment leaders with actionable guidance for building resilient portfolios in today's fast-changing environment.

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

Jeremy Au and an anonymous guest discuss the challenges of pursuing career opportunities in the United States from Singapore. They talk about how visa rules limit options, why overseas LinkedIn applications often fail, and the appeal of Silicon Valley's innovation cycles. They also cover cultural differences that require stronger self-promotion, and why resilience is needed when adapting to life abroad. 03:03 LinkedIn job applications feel slow and ineffective: By the time roles are posted, they may already be filled, and rejections arrive quickly 12:52 Graduate programs bring uncertainty: Even Ivy League graduates face high unemployment, making MBAs and master's degrees a risky bet 16:03 Financial expertise is a strength: Skills like FP&A and CFA provide a clear value proposition to startups seeking structured knowledge 17:40 Silicon Valley offers faster innovation cycles: It draws high-risk, high-reward talent, with constant new waves from VR to crypto to AI 27:42 Cultural norms are different: U.S. workplaces expect stronger self-marketing and bold salesmanship, unlike Southeast Asia's modest approach 35:02 Relocation requires resilience: Those who prefer routine must adapt to chosen and unchosen struggles when moving abroad Watch, listen or read the full insight at https://www.bravesea.com/blog/southeast-asia-move-to-silicon-valley Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

How do climate events, transition risks, and insurance costs shape the future of commercial mortgage-backed securities? Daniel Warcholak, CFA, Head of Capital Markets at Basis Investment Group, shares his perspective on how extreme weather events, sustainability transitions, and green incentives like LEED certification and C-PACE financing are reshaping investment strategies. Drawing on more than 25 years of experience in securitized real estate debt, Daniel highlights the financial implications of climate risks and the opportunities emerging for investors. Listen now to gain insights into how sustainability considerations are transforming real estate debt and capital markets.

DATs aren't done. They may just be getting started.  In this episode, CoinFund's Chris Perkins and Upexi's Brian Rudick join Ram Ahluwalia and Steven Ehrlich to dissect why some DATs could outcompete ETFs for certain investors, the bullish accretion math behind premiums, and what makes a winning vehicle. We also dig into whether this is altcoin season or a head fake, why Galaxy's tokenized-share move matters, and the one market unlock Perkins says could change everything. Use this episode to pressure-test your assumptions: are DATs “just banks,” or the best product-market-fit crypto has found for TradFi capital? Thank you to our sponsor ⁠Xapo Bank⁠! Xapo offers Bitcoin-backed loans of up to $1 million, so eligible members can access liquidity without selling their BTC.  Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Guests: Christopher Perkins, Managing Partner and President of CoinFund Brian Rudick, Chief Strategy Officer at Upexi Links: DATs: How Crypto Treasury Companies Are Turning to DeFi and TradFi to Juice Yields How Michael Saylor Plans to Ensure Strategy Keeps Its Bitcoin Forever These 4 Crypto Treasury Companies Are Primed for a Price Crash Crypto Treasury Companies Are All the Rage. Could They Cause an Industry Collapse? Tokenization: Federal Reserve to hold conference discussing crypto stablecoins, tokenization, and AI GLXY tokenized stock Ondo Finance launched over 100 tokenized U.S. stocks and ETFs on Ethereum CZ-owned Trust Wallet launches tokenized stocks and ETFs Timestamps:

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk once again welcome back Julian Schonfeldt, CFA, CPA, CBV, Chief Investment Officer at CAPREIT. Together, they explore how municipal incentives are helping unlock much-needed rental housing in Mississauga. Julian... The post Unlocking Housing Supply in Mississauga with Julian Schonfeldt, Chief Investment Officer at CAPREIT appeared first on Commercial Real Estate Podcast.

In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell's Jackson Hole speech and the latest inflation data.With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and portfolio allocation as volatility looms into the fall.In this episode:– How Powell's “data dependent” tone shapes the Fed's path– Why CPI vs PPI is creating mixed signals for inflation– The growth vs value dilemma in equity positioning– Credit and consumer data showing cracks beneath the surface– Why bonds offer a rare generational opportunity todayLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Fed #Inflation #Rates #Markets #BondsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

ภาคเอกชนเตือน เศรษฐกิจไทยจ่อสุญญากาศนาน หากความไม่แน่นอนยืดเยื้อ จ่อดัน ‘กลุ่มเปราะบาง' เพิ่มขึ้น รายละเอียดเป็นอย่างไร อ่านเกมการเมืองพลิกไปมา จะจบแบบไหน-กระทบเศรษฐกิจอย่างไร พูดคุยกับ สุวัฒน์ สินสาฎก กรรมการผู้จัดการ บริษัทหลักทรัพย์โกลเบล็ก วิเคราะห์ผลกระทบเรื่องการที่ศาลอุทรณ์สหรัฐฯ วินิจฉัยว่ารัฐบาลใช้อำนาจเกินขอบเขตของกฎหมายตั้งกำแพงภาษีทั่วโลก พูดคุยกับ ชาตรี โรจนอาภา CFA, FRM หัวหน้าทีมที่ปรึกษาการลงทุน SCB CIO ธนาคารไทยพาณิชย์

The U.S. stock market is priced for perfection. Gold and the S&P 500 have reached all-time highs. Interest rates are likely to be cut this month, the employment picture looks to be weakening and tariff policy remains in flux.In this episode of The Native Angelino Podcast, I am joined by Adam Phillips, CFA of EP Wealth Advisors. We discuss equities, interest rates, gold, bitcoin, alternative investments and the current political climates impact on the Federal Reserve.Will an interest rate cut stimulate the housing market? What about in cities like Los Angeles where residential real estate prices far exceed national averages?Adam oversees portfolio strategy for his firm and provides insights on the current economic climate and outlook for the coming quarters.Chapters 00:00 Intro - Market Volatility and Economic Uncertainty 00:20 The Taco Trade 01:30 Tariffs and Their Economic Impact 04:30 Interest Rates and Federal Reserve Dynamics 07:09 Gold's Rise and Market Sentiment 09:45 EP Wealth Advisors 12:00 Real Estate and Client Portfolios 14:10 Interest Rates and Consumer Behavior 16:13 Market Valuations and Economic Disparities 17:36 Government Intervention and Market Dynamics 21:32 Digital Assets and Bitcoin's Role 27:00 Alternative Investments and Market Trends 33:05 Current Economic Focus and Fed Independence Summary - Priced For PerfectionIn this conversation, Adam Phillips and Tom Levine discuss various economic factors affecting the market, including interest rates, Federal Reserve policies, tariff policy, gold as a safe haven, real estate investment strategies, and the impact of digital assets. They explore the current state of the economy, the challenges posed by inflation, and the implications of government intervention in the market. The discussion also highlights the differences in investment perspectives between older and younger generations, as well as the importance of financial planning in navigating these uncertain times. Takeaways Market volatility is influenced by economic uncertainty and government policies. Interest rates are a critical factor in shaping market dynamics and investor behavior. Gold is viewed as a safe haven amidst geopolitical risks and inflation concerns. Real estate remains a significant asset for many clients, especially in high-value areas. Alternative investments are gaining traction as a means to diversify portfolios. Lower interest rates could stimulate housing demand but may not significantly impact high-net-worth clients. Market valuations are currently high, raising concerns about potential downside risks. Government intervention in markets raises questions about the future of economic stability. Digital assets like Bitcoin are becoming more mainstream but remain highly speculative. Younger investors are more open to alternative investments compared to older generations.

จับตาการเมืองไทยวันพรุ่งนี้ ชี้ชะตา “ตลาดหุ้นไทย” Downside จำกัด   The Investo คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi   แขกรับเชิญ ณัฐชาต เมฆมาสิน, CFA, FRM ผู้ช่วยกรรมการผู้จัดการอาวุโส ฝ่ายวิเคราะห์หลักทรัพย์ บล.ทรีนีตี้ จำกัด     Naomi ดำเนินรายการ   รายการ The Investo กับ Naomi วิเคราะห์เจาะลึกข่าวสำคัญในแต่ละวัน กับผู้เชี่ยวชาญในด้านต่างๆ ทั้งเศรษฐกิจ การเงิน และการลงทุน   คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi ที่ Facebook และ YouTube Finnomena ทุกวันจันทร์ - พฤหัสบดี -- ติดตามช่องทางอื่น ๆ ของ Finnomena Website https://www.finnomena.com  Facebook   / finnomena     IG   / finnomena     Twitter https://x.com/finnomena  TikTok   / finnomena     ดาวน์โหลดแอป Finnomena หรือเปิดบัญชีกับ Finnomena คลิกเลย https://finno.me/finnomenaliveyt ติดตามทุกโอกาสการลงทุน Finnomena Opphub https://finno.me/fcins    #หุ้นไทย #เศรษฐกิจไทย #ลงทุน #TheInvesto #Finnomena

DATs aren't done. They may just be getting started.  In this episode, CoinFund's Chris Perkins and Upexi's Brian Rudick join Ram Ahluwalia and Steven Ehrlich to dissect why some DATs could outcompete ETFs for certain investors, the bullish accretion math behind premiums, and what makes a winning vehicle. We also dig into whether this is altcoin season or a head fake, why Galaxy's tokenized-share move matters, and the one market unlock Perkins says could change everything. Use this episode to pressure-test your assumptions: are DATs “just banks,” or the best product-market-fit crypto has found for TradFi capital? Thank you to our sponsor ⁠Xapo Bank⁠! Xapo offers Bitcoin-backed loans of up to $1 million, so eligible members can access liquidity without selling their BTC.  Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Guests: Christopher Perkins, Managing Partner and President of CoinFund Brian Rudick, Chief Strategy Officer at Upexi Links: DATs: How Crypto Treasury Companies Are Turning to DeFi and TradFi to Juice Yields How Michael Saylor Plans to Ensure Strategy Keeps Its Bitcoin Forever These 4 Crypto Treasury Companies Are Primed for a Price Crash Crypto Treasury Companies Are All the Rage. Could They Cause an Industry Collapse? Tokenization: Federal Reserve to hold conference discussing crypto stablecoins, tokenization, and AI GLXY tokenized stock Ondo Finance launched over 100 tokenized U.S. stocks and ETFs on Ethereum CZ-owned Trust Wallet launches tokenized stocks and ETFs Timestamps:

Shirin kasuwa akai miki Dole na wanan makon tare da Abdulkadir Haladu Kiyawa ya mayar da hankali ne kan yadda karya darajar Naira da gwamnatin Najeriya ta yi, ke ci gaba da haɓaka tattalin arziƙin ƙasashen da ke maƙwabtaka ita waɗanda ke amfani da kuɗin CFA. Shiga alamar sauti domin sauraron cikakken shirin.....

In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with with John Love, CFA and CEO of USCF investments. This episode dives into gold income strategies, commodity diversification opportunities, and key insights on copper and natural gas markets.  John Love of USCF Investments breaks down the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals.  We also explore the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which leverages broad commodity trends to diversify portfolios beyond stocks and bonds, as well as examining copper's soaring demand due to electrification and AI growth, while analyzing natural gas ETFs like the United States Natural Gas Fund (UNG).  *********To learn more about USCF Investments visithttp://www.USCFInvestments.com 

Meet our first guest Olympian on the show! David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, is a Managing Partner at Sincerus Advisory. His financial guidance has appeared on CNBC, Yahoo! Finance, the New York Times, US News & World Report, and InvestmentNews. Episode Deepdive:***Start taking action right NOW!

Money on the Left is proud to publish a remastered version of our third episode (ever!) with Fadhel Kaboub, now with a new transcript and art. Kaboub is associate professor of economics at Denison and President of the Global Institute for Sustainable Prosperity. In our conversation, Kaboub outlines a new critical approach to postcolonial political economy, arguing that re-gaining fiscal agency is a crucial next step for postcolonial nations hoping to achieve social, economic, and environmental justice. We talk specifically and at length about the CFA franc currency union, a system with violent colonial roots that continues to constrain the economic and political agency of its member states in West and Central Africa.Visit our Patreon page here: https://www.patreon.com/MoLsuperstructureMusic by Nahneen Kula: www.nahneenkula.com

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Charlene Cong, Peter Asare Nyarko and Robin Taub about financial literacy around the world. In this episode we discussed:Why financial literacy is a global issue.Financial literacy is a journey, not a destination. We need to incorporate our value with our money. Teaching your kids to be responsible, independent and money smart for life is the wisest investment (Robin).Always start with your goals, your values and why (Charlene). If we want to solve the global challenge that comes with financial literacy, we need to collaborate (Peter). Connect with Charlene Cong:WebsiteFinFit GmbH WebsiteLinkedInInstagramPodcastConnect with Peter Asare NyarkoWebsiteLinkedInInstagramFacebookConnect with Robin Taub:WebsiteLinkedInFacebookInstagramNewsletterBooks: Journey to Financial Freedom: Building a Strong Financial Foundation and Investment Basics by Peter Asare NyarkoThe Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life by Robin TaubResources: CharleneBudgeting and Spending Template (free): (here)Investment Masterclass: (here)Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Robin Taub, CPA, is a keynote speaker and the award-winning author of The Wisest Investment, Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life (available in Canadian and US editions.). Robin began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives marketing at Citibank. Robin lives in Toronto, where she and her husband have raised two mostly money-smart young adults. Peter Kwadwo Asare Nyarko is the Founding Executive Director for Center for Financial Literacy Education (CFLE Africa); a social organization that develops and promotes financial literacy skills in Africans especially young Africans. He is the Founder and Lead Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC. Brittany is a Seattle native, who went on “life's adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited. Lauren left the world of buying and selling Treasuries and started a subscription based online workout company called Forte. Forte's goal is to make sure athletes love and crush each workout. Forte live streams boutique fitness studio classes for their members, as well as providing their classes on-demand. Key Takeaways: Britany Geautreau Interview: 3:32 Who Britany is and what her specialty is 4:15 Britany breaks down what a CFA and a CFP are 8:10 When you should use a financial firm rather than an online platform like E-trade 12:23  How people should be researching which firm is right for them, and some questions to ask to vet the firm 15:38 Your relationship with your financial advisor isn't just a one time meeting 19:56 The market is at an all time high, which means you need to ensure you're not too heavily invested in one particular stock Website: www.ClarityCapitalLLC.com "In this type of environment, don't be greedy. If you have this mentality of "oh I can't lose"...remember companies like AOL" Lauren Foundos Interview: 24:58 Lauren's target audience 27:36 What is Exhale? 29:32 Whether Lauren has unique content or just leveraging studios that are already in use 30:10 How to find the right classes for your personal style 32:01 Lauren's switch from treasurer broker to on-demand fitness guru 33:32 How Lauren was able to pursue her new venture while still having a W2 job 37:46 The importance of working out when you're feeling overwhelmed Website: www.Forte.fit "There's never the perfect time to do anything"     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain. Hines shares how blockchain is reshaping finance—from stablecoins and tokenized bonds to compliance automation and cross-border payments. He explains why tokenization can lower costs, increase efficiency, and improve transparency across markets, and how regulatory clarity in Washington is accelerating adoption.   The discussion also explores: Real-world use cases for tokenized securities The role of blockchain in reducing settlement times and costs How tokenization parallels ADRs in global investing The regulatory landscape for stablecoins and digital assets The investment case for Bitcoin and select cryptocurrencies For the CFA Institute perspective on tokenization, visit rpc.cfainstitute.org and search “tokenization.”   This show is made possible through partnerships with sponsors like Tenzing MEMO.  Tenzing MEMO gets professionals up to speed quickly on ~6,000 public companies with real-time research, topical briefings, and intelligent Q&A derived from the latest market data, filings, news, and transcripts. Use MEMO to go from 0 to 60 fast on your watchlist, competitors, clients, and your own company, too. Register for a free trial to see what Tenzing MEMO can do for you today. Visit their website and give it a try.  https://www.tenzingmemo.com/  

Le cacao camerounais connaît un essor remarquable, porté par une hausse exponentielle des prix. Ils sont passés du simple au quintuple en l'espace de deux saisons. Une envolée principalement due à la diminution des récoltes des grands pays producteurs, la Côte d'Ivoire et le Ghana. Mieux payé au Cameroun que dans ces deux derniers pays, « l'or brun » attire désormais de nombreux jeunes Camerounais, qui se lancent dans cette culture. De notre correspondant à Yaoundé, Une foire dédiée au cacao est organisée dans la cour du Musée national à Yaoundé. Henry est venu se renseigner : motivé par le prix du kilo de fèves, en moyenne 5 000 francs CFA (soit 7,62 euros), au cours de la dernière campagne, ce jeune Camerounais va se lancer dans la culture. « Autour de nous, nous avons vu les prix grimper, observe-t-il. Les prix sont partis de 1 500 à 5 000 et poussière. Désormais, nous pourrons faire une vie avec le cacao, ce qui fait notre source de motivation. Je voudrais développer cinq hectares et voir par la suite comment continuer parce que des espaces, nous en avons assez », explique-t-il. Demande de semences de cacao décuplée Comme lui, des centaines de jeunes acquièrent des terres dans les villages et achètent des plants de cacao par milliers. Dans les pépinières, la demande a grimpé en flèche. « Nous faisons dix fois plus de semences de cacao qu'avant, dix fois plus ! La demande est extrêmement forte, constate Rostand, qui possède une pépinière près de Yaoundé. Est-ce qu'on peut dire que pour les pépiniéristes il y a aussi une embellie ? La demande en plants de cacao a grimpé, il est vrai, mais c'est au détriment aussi d'autres semences. Sinon, on se fait du chiffre, nous sommes contents, mais ça ne suffit pas. » À lire aussiGhana: une hausse du prix du cacao pour les producteurs en trompe-l'œil Une tendance durable, selon la Sodecao Le système libéral pratiqué au Cameroun a favorisé plus qu'ailleurs la flambée des prix du cacao dans le pays et l'opérateur étatique encadrant les producteurs, la Société de développement du cacao, est optimiste pour la suite. « Je ne peux pas prédire l'avenir, mais je pense qu'il s'agit de quelque chose de durable et de sérieux, juge Jean-Claude Eko'o Akouafane, directeur général de la Sodecao. Les prix ne sont pas près de baisser. De toute façon, depuis que ce phénomène s'est déclenché, nous avons observé sa vigueur et que cette embellie ne pourra que s'améliorer par la suite. Le cacao continue à aider le pays à développer ses campagnes de plus en plus. » La nouvelle campagne cacaoyère a débuté au début du mois d'août. Le Cameroun a produit 309 000 tonnes de cacao en 2023-2024, encore loin des 640 000 tonnes visées par l'État. À lire aussiSur les pistes du trafic de cacao

Ruth Henderson is the creator of ‘The Happy Saver,' a beloved New Zealand blog and podcast that brings personal finance down to earth. She transitioned from part-time work to full-time content creation, sharing her journey toward early retirement with honesty, humor, and heart. In this episode we swap notes with her on the financial independence journey of Americans vs. Kiwis (New Zealanders). She also shares with us: Her late starter journey to FI What inspired her to create 'The Happy Saver' to help everyday Kiwis reach FI A breakdown of New Zealand's surprisingly simple ecosystem including universal healthcare and pension How KiwiSaver operates similarly to US employer-sponsored retirement plans  

In Episode 268 of The Business Development Podcast, Kelly sits down with Lise Birikundavyi, CFA, Co-Founder and Managing Partner of BKR Capital, Canada's first Black-led, institutionally backed venture capital fund. Lise shares her incredible journey from her roots in Burundi to becoming one of the most influential voices in impact investing and inclusive finance. With a career spanning hedge funds, global impact strategies, and leadership roles across Africa, Asia, and North America, she brings a rare global perspective on how venture capital can fuel innovation and create lasting societal change.This episode dives deep into the world of venture capital — what it is, how it works, and what founders need to know when seeking investment. Lise opens up about the challenges of breaking barriers in finance, the importance of supporting diverse innovators, and why her mission is to redefine the face of success in entrepreneurship. For founders, entrepreneurs, and anyone passionate about building companies that change the world, this conversation is a masterclass in both capital and courage.Key Takeaways: 1. Venture capital is about fueling innovation and outsized growth, not just providing money.2. Founders must show a clear pathway to $100M revenue for VCs to take interest.3. A strong founding team with resilience and vision is the number one factor VCs invest in.4. Leadership that attracts top talent is critical for scaling early-stage companies.5. Deep understanding of your market and unfair advantages set successful founders apart.6. Venture capital changes the game—bringing not only capital, but governance, networks, and accountability.7. Diversity in venture capital isn't just good ethics, it drives better outcomes and innovation.8. Failure rates remain high even at VC stage, which is why the growth expectations are so demanding.9. Inclusive investment is essential to closing the gap for underrepresented founders.10. Entrepreneurs should always trust their gut, do the work, and stay intentional about their journey.Links referenced in this episode:capitalbd.cabkrcapital.caCompanies mentioned in this episode: BKR Capital Capital Business Development Microsoft The Jacobs Foundation Seron Asset Management Engineers Without Borders Canada Are you a founder looking for a community to help you build? We've got you — not just when it's easy, but especially when it's hard. The Catalyst Club was built for entrepreneurs and leaders who need a safe, private space to share challenges, wins, and get the support that truly moves the needle. With weekly live events, powerful connections, and a community that gets you, this is where you belong.Join us today at

Today I'm joined by Cern Basher, CFA, a financial analyst with Brilliant Advice. Cern recently delivered a compelling presentation on Bitcoin as a transformative asset class. In this episode, we dive into his key insights: Why Bitcoin matters now – inflation, monetary debasement, and sovereign debt crises. The “Black Hole” thesis – why capital may be inexorably pulled into Bitcoin. Bitcoin vs. gold, bonds, and equities – comparative risk/reward outlooks. Institutional adoption – the shift in pensions, hedge funds, and sovereign wealth. Price cycles & volatility – what the data shows about past and future halving cycles. Macro backdrop – the dollar system, global liquidity crunches, and why Bitcoin stands apart. Risks & criticisms – volatility, regulation, Why you need to study Bitcoin in depth and not just for the financial investment side of the story Come for the money stay for the revolution: Why Bitcoin is more than a good place to park your money Whether you're new to Bitcoin or just starting your learning journey or you are a hardcore Bitcoiner, a cautious investor, or simply curious about the future of money, this conversation offers clarity from a financial analyst's perspective.  Connect with Cern:  Brilliant Advice website: https://www.brilliantadvice.net/  X: X.com @cernbasher 

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth What do ultra-wealthy families prioritize when it comes to their money — and how is that relevant to your own retirement plan? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the top three concerns that shape how the wealthiest families plan — and why those same issues are just as important for families with $1–$5 million of wealth. You'll learn: Why inflation, elections, and market volatility are changing how people think about risk How to protect your wealth from threats beyond the stock market — including cybersecurity and inheritance missteps And how to build a plan that supports not just your retirement — but the kind of legacy you want to leave Whether you're five years from retirement or already in it, this episode will help you think more clearly, act more confidently, and plan like it really matters. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

« La Commission électorale indépendante, la CEI, a annoncé hier avoir reçu 53 dossiers pour l'élection présidentielle du 25 octobre prochain, rapporte le site ivoirien L'Infodrome, confirmant une compétition électorale d'une intensité inédite. (…) Le Conseil constitutionnel rendra publique la liste définitive des candidats au plus tard le 10 septembre, ouvrant la voie à une campagne officielle prévue du 5 au 23 octobre. » Commentaire de L'Infodrome : « dans un contexte de fortes attentes sociales, de jeunesse en quête d'alternance et de polarisation politique accumulée, cette présidentielle s'annonce comme l'une des plus imprévisibles et disputées depuis deux décennies. » Radiations et exclusions… Il faut dire que « ces dernières semaines, le climat politique s'est tendu, relève Jeune Afrique. Plusieurs leaders de l'opposition critiquent la candidature à un quatrième mandat d'Alassane Ouattara, et dénoncent leur exclusion de la liste électorale. Ils pointent également du doigt l'organisateur du scrutin, la CEI, jugée trop peu impartiale, et demandent la révision de la liste électorale. Cela n'a pas empêché plusieurs ténors de déposer leur dossier pour pouvoir participer à la course. » Parmi eux, Laurent Gbagbo, pourtant radié en raison d'une condamnation de la justice ivoirienne. « Laurent Gbagbo qui a d'ores et déjà face à lui un autre prétendant du PPA-CI, précise Jeune Afrique. En effet, « Ahoua Don Mello, qui se propose comme une alternative en cas de rejet de la candidature de l'ancien président, a aussi déposé son dossier. Ses équipes étaient accompagnées de Charles Blé Goudé – inéligible et qui a affirmé soutenir toutes les candidatures de la gauche. Il était aux côtés de l'ancienne première dame et leader du MGC, Simone Ehivet Gbagbo. Une autre figure de la gauche, Pascal Affi N'Guessan, président du FPI, a déposé sa candidature malgré la fronde interne à laquelle il fait face. L'autre ténor de l'opposition absent de la liste électorale est le président du PDCI, Tidjane Thiam. La justice ivoirienne avait demandé son retrait de la liste, estimant qu'il était toujours français au moment de son inscription. » Sélection restreinte… Alors « si l'annonce d'une cinquantaine de candidatures peut sembler refléter une ouverture démocratique, tous ne franchiront pas le cap du Conseil constitutionnel. » C'est ce que souligne Afrik.com. Les Sages devront « examiner scrupuleusement les dossiers, en vérifiant notamment les critères de moralité, d'éligibilité et les conditions financières imposées. C'est donc une sélection plus restreinte qui sera officiellement validée d'ici au 10 septembre. » En tout cas, poursuit Afrik.com, « le rendez-vous électoral du 25 octobre cristallise les attentions. Outre la question de la participation effective des grandes figures politiques, ce scrutin est observé de près par les acteurs internationaux, compte tenu du rôle central de la Côte d'Ivoire dans la stabilité régionale. Pour les électeurs, il s'agira de choisir entre la continuité avec le président sortant, Alassane Ouattara, et les différentes visions de l'opposition, dans un contexte marqué par les débats sur la gouvernance, la réconciliation nationale et le développement économique. » Mali : l'assainissement, parent pauvre des politiques publiques Tout autre chose avec cette enquête à lire sur le site malien Sahel Tribune… Enquête sur le manque de toilettes publiques au Mali. « Toilettes publiques, un luxe à ciel ouvert », titre le site bamakois. « Dans ce pays où seulement 45 % de la population dispose d'un service d'assainissement de base, plus d'un million de Maliens continuent à déféquer à l'air libre, dénonce Sahel Tribune. La statistique dit tout : l'infrastructure n'existe pas, ou si peu, et quand elle existe, elle se dégrade, faute d'entretien, de financement et de volonté politique. » En effet, déplore encore le site malien, « l'assainissement reste le parent pauvre des politiques publiques (…) Construire un bloc de trois latrines publiques coûte un peu plus d'un million de francs CFA. Une somme importante pour une mairie, certes, mais ridicule au regard du coût social et sanitaire des diarrhées, de la malnutrition et des infections que provoque l'absence de toilettes. » Enfin, Sahel Tribune élargit le débat, avec ce chiffre récemment publié par l'OMS et l'UNICEF : dans le monde, 354 millions de personnes n'ont pas accès à des toilettes… « L'accès universel à l'eau potable et à l'assainissement d'ici 2030, promesse des Nations unies, s'éloigne inexorablement », soupire le site malien. Et « c'est là le symbole extrême des inégalités mondiales. L'humanité avance, mais laisse derrière elle des centaines de millions d'hommes et de femmes dans la poussière, l'eau souillée et l'humiliation. »

Dr. Srinivas Kilambi is a renowned entrepreneur, innovator, and thought leader with over three decades of experience. His extensive expertise spans academia, research, industry, and startups, covering fields such as AI, machine learning, green technology, and manufacturing. As a 6x founder with 4 successful exits and 25 patents to his name, he holds a Ph.D. in Chemical Engineering and a CFA certification. Throughout his career, he has received over 10 global awards, and has been featured in CNBC, Digital Journal, and CIOReview. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Dr. Srinivas Kilambi: Website: https://sriya.ai/ X: https://x.com/kilambi LinkedIn: https://www.linkedin.com/in/srinivaskilambi/                                                           *E – explicit language may be used in this podcast.

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, speaks with Jon McKeown, Head of Portfolio Strategy and Analytics at Northleaf Capital Partners. Jon shares how Northleaf approaches portfolio construction in private credit by applying a risk- and analytics-driven lens, enabling investment teams to maintain strong relative value discipline and better navigate sector and geographic exposure. With over $30 billion in commitments, Northleaf brings a global, middle-market focus across private equity, infrastructure, and credit making their insights especially relevant to insurance asset managers.   Jon outlines how his team supports investment decision-making across origination, underwriting, and portfolio monitoring. He also dives into NAV-based lending, European private credit opportunities, and how his team leverages a custom “composite risk” metric to assess return per unit of risk. Listeners will appreciate Jon's perspectives on downside protection, portfolio design thinking, and how insurance investors can enhance outcomes through a strategic lens.

Chris Vella, CFA shares where he thinks OCIOs are headed and how investors are viewing alternatives and more 

Azul Terronez went from being an unknown schoolteacher to a Wall Street Journal and USA Today bestselling author. He is co-founder and lead coach at “Authors Who Lead,” a platform dedicated to empowering authors to share their stories. He turns our conversation with him into a courage clinic for would-be storytellers, late starters, and anyone who suspects their "zone of genius" is dying to be unleashed. He gives us the reframe that authorship isn't about words so much as the message beneath them.    ===    PLUTUS AWARDS: ONLY ONE WEEK LEFT TO VOTE   === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.  The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)  

En Côte d'Ivoire, le patrimoine architectural reste méconnu des habitants d'Abidjan. Le quartier administratif du Plateau recèle pourtant de petites perles, avec des immeubles emblématiques comme « La Pyramide », dessinée par l'Italien Rinaldo Olivieri, aujourd'hui abandonnée. Alors que le quartier est un chantier permanent, de jeunes architectes ivoiriens tentent de préserver la mémoire des bâtiments. Reportage dans une promenade organisée par une association, la PAACIV.  Une dizaine de randonneurs remontent le temps et les rues du Plateau. « Au Plateau, on a de l'art déco, on a une période post-coloniale, on a une période coloniale, on a même de l'architecture contemporaine, expose Ben Mohammed Kouyaté, le guide de la visite. On va le voir avec les tours. Chaque bâtiment s'illustre parce qu'il est le fruit d'une époque. » Le futur architecte décrit les techniques de construction, notamment comment les bâtiments de la rue du commerce ont été conçus à la fin de l'époque coloniale pour atténuer la chaleur tropicale, à l'image des anciennes galeries Peyrissac. « Le fait de pouvoir entrer sur l'angle, le retrait des portes qui permet de ne pas avoir d'ensoleillement direct… On n'a pas de chaleur, c'est typiquement une sorte d'architecture bioclimatique. Et ils avaient pensé leurs bâtiments de sorte qu'il y ait de la ventilation naturelle à l'intérieur », retrace-t-il.  Au Plateau, l'architecture est aussi politique. En 1962, le Français Henri Dufau a construit le palais présidentiel de Félix Houphouët-Boigny, avec son toit concave inspiré du tabouret Akan, symbole de souveraineté. « Le nouveau palais présidentiel est construit sur les décombres de l'ancien palais du gouverneur. Et symboliquement, Houphouët-Boigny le fait pour dire que "nous sommes indépendants" et que nous pouvons choisir des choses par nous-mêmes », poursuit Ben Mohammed Kouyaté.  L'architecture comme témoin de l'histoire Un siècle d'urbanisme résumé en trois heures de balade : l'occasion de contempler l'architecture tropicale du Plateau Sud, les tours du quartier administratif, le siège de la Banque centrale des États de l'Afrique de l'Ouest, ou encore l'hexagone imposant de béton et de verre de 62 mètres de haut, signé Michel Goli Kouassi. On passe également devant le siège du premier architecte ivoirien ; l'impressionnant immeuble de la Caistab [caisse de stabilisation des prix des produits agricoles, NDLR], un gratte-ciel de plus de 100 mètres de haut conçu au plus fort du « miracle ivoirien » par le Français Robert Boy ; ou encore l'emblématique « Pyramide », chef-d'œuvre brutaliste de l'Italien Rinaldo Olivieri. Au milieu des nouvelles constructions et du chantier permanent du Plateau, ces immeubles anciens sont parfois oubliés. « Les nouveaux bâtiments sont mis en avant un peu au détriment des anciens bâtiments, selon Leïla Sangaré, architecte installée depuis un an à Abidjan. ​​C'est un nouveau souffle du Plateau, une nouvelle image du Plateau, mais il ne faut pas non plus oublier ce qui était là avant. » Le prix du mètre carré est très élevé au Plateau, autour d'un million de francs CFA. Les projets immobiliers neufs prennent de la place, ce qui, pour l'architecte Issa Diabaté, doit poser question : « Qu'est-ce que l'on préserve, qu'est-ce que l'on peut laisser partir ? Parce que la ville a aussi besoin de se transformer... Donc oui, c'est intéressant pour l'histoire de laisser des traces… Mais il faut aussi laisser de l'espace pour les générations futures puissent se réapproprier des espaces existants. » L'histoire architecturale du Plateau se poursuit. La Tour F, gratte-ciel futuriste de 420 mètres, sera inaugurée en mars 2026. À lire aussiCôte d'Ivoire : au musée des Civilisations, l'emplacement du tambour parleur montré à la France

In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system's mutual fund advice model. A newly released study by the Ontario Securities Commission (OSC) and the Canadian Investment Regulatory Organization (CIRO) confirms what many already suspected: Canadian bank branches aren't in the business of giving impartial advice—they're selling financial products. Ben breaks down the implications of this study, which surveyed nearly 3,000 bank-affiliated mutual fund representatives, uncovering troubling statistics about sales pressure, lack of credentials, misaligned incentives, and poor client outcomes. From limited product shelves and high-fee mutual funds to representatives with minimal financial education, the findings expose systemic flaws in the bank advice model. The second half of the episode is a conversation with Connor and Taylor Hewson, who recently joined PWL Capital after operating their own multigenerational advisory firm. They reflect on the decision-making process, their practice's evolution, and how joining PWL aligned with their mission to deliver better, evidence-based advice to clients. Their story illustrates the professionalization of financial advice in Canada and what's possible when advisors choose client outcomes over product sales.   Key Points From This Episode:   (0:02:33) Introducing Connor and Taylor Hewson and their firm's integration with PWL Capital. (0:03:55) Why Canadians' loyalty to banks puts them at risk of poor financial advice. (0:06:22) Bank branch “advisors” often lack credentials and act as commissioned salespeople. (0:08:08) Overview of CBC's 2024 investigation into bank sales practices. (0:10:11) The OSC and CIRO's comprehensive 2024 survey of bank mutual fund reps. (0:11:47) One-third of bank reps agree their pay structure prioritizes sales over advice. (0:13:17) 35% of reps experience sales pressure “often” or “always.” (0:16:32) Almost half of bank reps believe clients would benefit from non-bank products. (0:18:52) A shocking 23% of reps couldn't define “MER”—a key mutual fund concept. (0:21:03) Advisors often make the same poor investing choices as their clients. (0:23:55) Why credentials like CFP and CFA—and firms that support them—matter. (0:26:18) How PWL Capital's structure addresses the problems with bank advice. (0:27:43) Taylor and Connor's journey from family firm to joining PWL. (0:31:18) Why they shifted from resistance to excitement about the acquisition. (0:35:46) Letting go of the need to “do everything” and focusing on client relationships. (0:40:06) How clients reacted to the transition—and the surprising questions they asked. (0:42:40) What they'd tell other advisors considering a move to PWL. (0:44:41) Building the future of advice by creating a true apprenticeship model. (0:52:12) Why advice—not just products—should be the center of financial services. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Dmitri Rabin, Rates and Securitized Portfolio Manager at Jennison Associates, for a deep dive into the current state of the investment-grade securitized markets. From the performance dynamics of agency MBS versus corporates to the shifting role of banks and foreign buyers, Dmitri offers a clear-eyed view of spread, convexity, and relative value through the lens of insurance portfolios. The conversation also covers asset-backed securities, subprime auto credit risk, and policy considerations around GSE privatization. Dmitri shares sector-level insights into CLOs, CMBS, and non-agency RMBS, drawing attention to structural risks and supply-demand trends shaping investor positioning. The episode closes with a candid discussion about Jenison's culture and Dmitri's career reflections offering both technical insight and human perspective for insurance investment professionals navigating today's credit markets.

Did you know that “essential” grocery store workers' average earnings are less than a living wage? Join Food Sleuth Radio host and Registered Dietitian, Melinda Hemmelgarn for her conversation with John Marshall, CFA, Director of Capital Strategies for the United Food and Commercial Workers International Union (UFCW) 3000, and Assistant to the President at UFCW 324. Marshall will discuss the report, “Bullies at the Table: Consequences of Understaffing by Kroger and Albertsons.” He will also pull back the curtain on unseen challenges faced by grocery store workers, discuss the benefits of labor unions, and compare e-commerce vs. in-store shopping on supermarket bottom lines. Marshall references the role of Wall Street and negative impacts of mergers in this presentation: Kroger/Albertsons merger analysis: https://www.youtube.com/watch?v=als1GdcKSzU and Consumer Reports investigation into overcharging at Kroger stores: https://www.consumerreports.org/money/questionable-business-practices/kroger-stores-overcharging-shoppers-on-sale-items-a9659540552/ . Learn more about UFCW here: https://www.ufcw.org/about/Related Websites: Bullies at the Table: https://economicrt.org/publication/bullies-at-the-table/

In this episode of Lead-Lag Live, I sit down with Paul Baiocchi, CFA, Head of Fund Sales and Strategy at SS&C ALPS Advisors, to explore the strategies shaping today's ETF landscape.We dig into how ALPS differentiates itself in a crowded market, the role of innovation in fund design, and where investors should be looking for opportunities as flows shift and volatility stays elevated.In this episode:- What sets SS&C ALPS Advisors apart in ETF strategy- How investors are positioning portfolios in today's market- Why fund innovation matters more than ever- The outlook for active ETFs and thematic strategies- Where Paul sees opportunities and risks aheadLead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.#LeadLagLive #Investing #ETFs #PaulBaiocchi #ALPSAdvisors #SS&C #MarketsEnergy Rocks: the trending Focus Candy now on sale! or Power up now with Energy Rocks Adult Focus Candy. energyrocks.store/LEAD25OFF. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

It's a tale of two cities in Alberta: Calgary spends a BILLION dollars more than Edmonton every year, while the capital city struggles with its bottom line. That translates into fewer services and higher property taxes. One Edmonton councillor says he's got the formula to fix the discrepancy.  14:30 | Aaron Paquette lays out his plan to save Edmonton.  CHECK OUT PAQUETTE'S VISION FOR AN ECONOMICALLY-STRONG EDMONTON: https://www.aaron4dene.ca/blog-2-1/blog-post-title-one-7rmn9 TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:03:30 | Would Albertans ACTUALLY have more money in their pockets if the province separated from Canada? Marshall McAlister, CFA from North Road Investment Counsel shares his informed perspective.  CONNECT WITH NORTH ROAD INVESTMENT COUNSEL: https://www.northroadic.com/ SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Fund managers, it's time to ditch the pitch deck of doom. It's not helping you differentiate. It's putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK.She knows this business inside and out, and today she's sharing her wisdom on up-leveling your meeting game so you can land more investments. Listen in as she and Stacy discuss: ·       Her backstory – from corporate allocation to launching her company ·       Inside the mind of a fund-buyer: what makes a fund manager stand out to her·       Why you should dig into data but not use it as a crutch in meetings ·       The competitor bashing Achilles heel – how to show your differences to the peer group tastefully  About Lucy Walker:Lucy Walker is founder, chair, board director and advisor in investment management, technology and not-for-profit.In 2020 she founded AM Insights, a fast and intuitive tool for the fund industry. She is Chair of the Aurora Investment Trust, and Senior Independent Director of Henderson International Income Trust. She is a former head of fund research and fund manager at Sarasin & Partners, advising on over £1.2 billion of assets for charities and high net worth individuals, and before that was at HSBC Global Asset Management. Lucy has been regularly featured in publications including the FT and The Telegraph, and was shortlisted for Fund Manager of the Year at the Women in Investment awards. She holds BSc Economics and is a CFA charterholder.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

This week, Jessica speaks with Marianne Poon, Financial Advisor, Piano Teacher, and Registered Piano Technician. The child of immigrants, Marianne grew up playing the piano and earned her diploma from the Royal Conservatory of Music. She won third place in the national finals of the Canadian Music Competition.Marianne studied finance and economics at the University of Toronto and built her expertise in corporate finance, where she helped manage 4 billion dollars in institutional pension funds. Along the way, she earned her CFA credential and an MBA from UC Berkeley. Today, she works as a financial advisor, piano teacher, and tunes and repairs pianos. Marianne lives in Bethesda, Maryland, where she enjoys swimming, attending the opera, and spending time with her wife and their dog, Honey.  Learn more about Marianne at www.OnyxFN.com and www.mariannepoon.com. ~Join us for The Ampersand Summit live event in San Francisco on Sunday, October 19th, 2025 from 3-6:30pm at the SF Community Music Center: Registration + more details here This in-person event will bring together people who straddle multiple worlds to meet each other, share what we're working on, and talk openly about what it's like to lead a multi-passionate life.All are welcome, not just people who currently identify as Ampersands, but also aspiring Ampersands and supporters. :)~Are you a high achiever, a leader, or an Ampersand looking for a sounding board? Jessica helps executives, leaders, and founders like you gain clarity and lead bravely. As your trusted advisor and growth partner, she works with you to make the invisible visible and develop an action plan to fulfill your goals. For nearly two decades, Jessica led marketing teams, launched products, and grew businesses at places like Apple, the San Francisco Opera, Smule, and Magoosh. As an Ampersand in many facets, she knows personally what it's like to hold many roles simultaneously, to sit on the executive team, and to find fulfillment. With a BA in Music and a BS in Product Design from Stanford, coupled with an MBA from UC Berkeley and coach training from the Center for Executive Coaching, her unique mix of analytical & creative allows her to bring both depth and breadth of perspective into the coaching process.As a coach, Jessica works to champion you – the full, multifaceted you – so you can thrive.Visit ⁠jessicawan.com⁠ or BOOK AN INTRO CALL: ⁠https://calendly.com/jessicawancoaching/intro-call-coaching⁠CreditsProduced and Hosted by ⁠Jessica Wan⁠Co-produced, edited, sound design, and original music by ⁠Carlos SchmittWant to support this show in a small way? Rate and review it at theampersandmanifesto.com, or buy me a coffee: ⁠coff.ee/jessicawan⁠

Chief Market Strategist Matt Orton, CFA, sits down with Jim Furey, CFA, founder of small-cap specialist Furey Research Partners, to pinpoint exactly what's shaping today's small-cap dynamics. Furey reveals the subtle yet powerful ways interest rates influence smaller companies, explores where the ongoing low-quality rally could head next, and highlights sectors he believes look attractive—and which he's actively avoiding—as market conditions evolve.

George Stefanou – First-generation Greek-American, Forbes “Best in State” Next Gen Wealth Advisor (2023, 2024), author of Two Comma Wealth, and founder of the financial planning firm Two Comma Wealth. Early Hustle: Grew up working flea markets, managing a coffee stand by 14, learning firsthand about hard work and margins (selling hundreds of cups from a single bulk bag of beans). Family stress on work ethic over formal education (first in his family to finish high school/college). Mindset & Upbringing: Dad: 4th grade education, Greek immigrant roots, championed U.S. for its opportunity. Education wasn't pressured but encouraged as a path out of manual labor — “you can make a lot more money owning the business than swinging the hammer.” Professional Beginnings: Started at CVS (Florida): progressed from cashier to store management, realized the corporate grind wasn't for him. Discovered financial advising, took the risk, and built a book of clients from scratch despite early financial hardship. Career in Financial Planning: Earned numerous certifications (to build trust while young). Stresses need for lifelong learning and combining IQ and EQ for real success with clients. About Two Comma Wealth (the book): Written for both consumers and industry peers. Focuses on actionable strategies for surpassing $1M net worth, but especially on what changes after you cross that threshold: Complexity, emotional swings with market volatility, nuances around distributions, withdrawal rates, taxes, and estate planning. Challenges of first-generation wealth (scarcity mindset, fear of spending, finding balance between living now and preserving legacy). Aims to demystify wealth management for “everyday millionaires.” Certified Financial Planner Career Path: Entry routes: Broker/dealer, fee-only/RIAs, or hybrid. Education/licensing: Can get entry-level securities licenses in months; advanced credentials (CFP, CFA) take years but build a valuable career “moat.” Highly front-loaded: Most start with low/no pay, lots of cold prospecting, high attrition/turnover. Significant success and six/seven figures possible for those that break through. Modern firms now offer more support, salary, and training versus the old eat-what-you-kill model. The Power of Having a Moat: High difficulty of becoming a trusted CFP means fewer competitors once you succeed, and deeper, more meaningful client relationships. Final Takeaways: CFPs and financial planners can have massive, positive multigenerational impact—if they combine technical skill with empathy and true service. The field is very challenging at first but extremely rewarding. Barriers to entry and trust are a signal that the opportunity is real. Connect with George Stefanou: Book: Two Comma Wealth Contact: Find George on all major social media or email directly (contact in show notes)

In this episode of the Healthy, Wealthy and Smart podcast, host Karen Litzy welcomes back financial expert Joe Reinket to discuss the latest changes in student loans. Joe, a CFA charter holder and founder of FitBux, shares valuable insights into how these changes will impact three key groups: current students, those in repayment, and graduates nearing forgiveness. The discussion provides practical information on what to expect regarding student loans. Join Karen and Joe for an informative conversation that aims to clarify the current landscape of student loans and empower listeners with knowledge.   Time Stamps:  [00:01:48] Student loan changes overview. [00:05:03] Federal vs. private student loans. [00:10:03] Student loan funding for programs. [00:12:10] Student loan forgiveness programs. [00:15:49] New IBR vs Old IBR. [00:21:32] New vs. old IBR. [00:25:11] New Income Repayment Assistance Plan. [00:27:10] Loan forgiveness options explained. [00:31:27] Public service loan forgiveness changes. [00:37:32] Student loan refinancing options. [00:39:25] Financial planning for young professionals. [00:43:01] Home ownership financial perspective. [00:45:57] AI scribe for physical therapists.   More About Joe: Joseph is a Chartered Financial Analyst (CFA) and founder of FitBUX which has helped over 18,000 young professionals on their journey to financial freedom. Joseph has been personally investing since he was 12 years old. In addition, he has experience in student loans, mortgages, wealth management, investment banking, valuation, stock trading, and option trading. He has been on 100s of podcast and has been invited to 100s of universities to discuss financial planning with their soon to be graduates. He is currently an adjunct financial wellness professor at 15 universities. Resources from this Episode: FitBux FitBux on YouTube FitBux on Instagram   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Twitter Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable specifically to those struggling to manage their finances. Victor shares his observations on the challenges faced by those living paycheck to paycheck, emphasizing the critical role of cash flow management and the dangers of bad debt. He outlines practical steps for tackling debt effectively and discusses the importance of creating a sustainable cash flow plan that allows individuals to enjoy life while working towards financial stability. For more about Victor and his resources, visit cfvservices.com.au/resources Key Topics: Applying Wealth Strategies to All Financial Situations Understanding Bad Debt and Its Impact Strategies for Quick Debt Elimination Creating a Sustainable Cash Flow Plan Budgeting for Different Life Stages Success Stories: Transforming Financial Lives Key Links: https://cfvservices.com.au/ CFV Advisory - Wealth and Financial Planning - Facebook Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos victoridoko (@victoridokowlthadv) | TikTok Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube Contact the Host - vince@thecfoathome.com   Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500     

CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation (RAG), agentic workflows, and why human creativity remains your strongest edge. Discover how to pair large language models with accurate data to cut through noise, reduce hallucinations, and make smarter decisions.
Listen now to sharpen your AI investing skills—and explore Brian's in-depth articles on the CFA Institute Research and Policy Center website, rpc.cfainstitute.org.

In this episode of A Wiser Retirement® Podcast, Casey Smith, Andrew Pratt, CFA, CBDA, and Shawna Theriault, CFP®, CPA, CDFA®, dive deep into the state of America's national debt, what it is, how it got this large, and what it could mean for the country and for everyday investors. While it's common to compare government debt to household finances, national debt is far more complex because the U.S. government controls its own currency. Still, unchecked debt growth has long-term consequences that shouldn't be ignored.Related Podcast Episodes:- Ep 277: Tariffs, Trump, and Turbulence: Making Sense of Market Mayhem - Ep 263: Trump's Economic Policies: Tax, Tariffs, and More Related YouTube Videos:- What is Financial Planning?Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Les journalistes et experts de RFI répondent également à vos questions sur les manuscrits de Tombouctou, une polémique sur le patrimoine au Sénégal et l'épidémie de choléra au Soudan. Israël : un plan de colonisation pour le découpage de la Cisjordanie  Israël relance un projet controversé de colonisation en Cisjordanie, à l'est de Jérusalem.  Pourquoi relancer ce plan maintenant alors qu'il avait été gelé en 2005 ? En quoi la zone E1 est-elle stratégique pour Israël ? Avec Nicolas Falez, envoyé spécial de RFI à Jérusalem.    Mali : les manuscrits de Tombouctou rapatriés sous haute sécurité  Au Mali, les autorités ont entamé le rapatriement des manuscrits de Tombouctou, plus de dix ans après leur exfiltration. Pourquoi le retour des manuscrits à Tombouctou a-t-il pris treize ans ? Quelles mesures ont été prises pour garantir la sécurité pendant le transfert ? Avec Diarouga Aziz Balde, journaliste au service Afrique de RFI.   Sénégal : polémique autour de la déclaration de patrimoine  Au Sénégal, l'opposition conteste un projet de loi sur la déclaration de patrimoine qui exclut le président en fin de mandat. Quelles sont les justifications avancées par le Pastef pour défendre le texte ? En quoi l'abaissement du seuil de déclaration de 1 milliard à 500 millions de francs CFA change-t-il la donne ? Avec Juliette Dubois, correspondante de RFI à Dakar.    Soudan : une grave épidémie de choléra frappe le pays  Le Soudan, et notamment la région du Darfour, est en train de vivre une de ses pires épidémies de choléra. Qu'est-ce qui rend cette épidémie de choléra particulièrement grave par rapport aux précédentes ? Quels sont les principaux obstacles à la prise en charge rapide des malades ? Avec Sylvain Pénicaud, coordinateur de MSF à Tawila dans le Darfour-Nord. 

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets.  CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered.  Please like/share/subscribe as it helps us a lot to get the word out  

Anna Paglia, Executive Vice President and Chief Business Officer at State Street Investment Management, joins host Stewart Foley, CFA, for a wide-ranging discussion on innovation and disruption in asset management.   She shares her unconventional career journey from international law to leading one of the industry's largest investment platforms, offering a unique perspective on how evolving client needs, technological change, and strategic partnerships are reshaping the industry. Anna discusses State Street's $5 trillion milestone, its rebrand, and initiatives designed to democratize access to both public and private markets, including the launch of a public–private credit ETF.   The conversation covers insurer-specific solutions, the role of ETFs and cash management, the importance of team culture, and the next decade's potential for convergence, tokenization, and blockchain in portfolio management. For asset managers, insurers, and institutional investors, this episode offers valuable takeaways on how to thrive in a rapidly changing financial landscape.

Ethereum's rally has captivated the market, but is it really about the GENIUS Act and stablecoins, or just raw flows?  In this episode of Bits + Bips, Alex Kruger, Ram Ahluwalia, Steven Ehrlich, and special guest Sid Powell of Maple Finance, dive deep into what's driving ETH, the macro forces shaping crypto's next leg up, and whether traders are completely wrong about the Fed's next moves. From the potential flood of TradFi capital onto the blockchain, to the battle for stablecoin dominance, to whether Solana is about to get a major boost, the conversation dissects the signals in today's market. Hosts: Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guest: Sid Powell, CEO & Co-Founder of Maple Finance Links: Unchained: Custodia Patent for Bank Stablecoin Challenges Big Banks Entering the Field CBS News: CPI rose in July by 2.7% on an annual basis. Here's what that means. CNBC:  Circle shares rise as second-quarter revenue jumps 53% on strong stablecoin growth Fed board contenders Miran, Bullard say Trump's tariffs are not causing inflation CoinDesk.  ETH Transaction Volume C Much as $20limbs on Price Rally, Cheaper DeFi Costs Tom Lee's BitMine Immersion Aims to Raise asB for More ETH Buys Cointelegraph: SharpLink Gaming shares dip after $400M deal to boost Ether holdings Bloomberg: Godfather of the Mar-a-Lago Accord Goes to the Fed Timestamps:

Send us a textWhat if everything you know about money is only part of the picture? In this episode, Joey Pinz dives deep with CFA and financial strategist Victor Idoko, who shares his journey from childhood savings in Nigeria to helping Australians build lasting wealth today. With 16+ years of experience, Victor reveals why building wealth isn't about chasing returns—it's about clarity, strategy, and mindset.Together, they unpack the myths around investing, why smart people stay broke, and how small, intentional habits create massive financial transformation. Victor also shares key concepts from his book 7 Basic Wealth Strategies, including mental accounting, automation, and why “hiding money from yourself” might be your smartest move yet.Whether you're a business owner, high-performing professional, or just tired of feeling stuck with your finances—this episode gives you the confidence and clarity to start changing your financial future today.

In this midweek episode, Bill and Jackie join the 'The Visible Voices' podcast, hosted by Dr. Resa E Lewiss. We highlight the voice of late starters and discuss: The huge gap that 'Catching Up to FI' is filling and what we mean by the 'silent majority' How shock, regret, and money-trauma can become fuel Unique advantages you may have when beginning your financial independence journey later in life Why micro-steps (Kaizen-style) beat grand gestures every time   ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)  

Subscribe to the new Bits + Bips channels!