Podcasts about Chief investment officer

Francois Bourdon is Managing Partner of Nordis Capital, based in Montreal. He is also Managing Partner in Sustainable Market Strategies, an independent investment strategy research service tracking global developments in ESG/impact-investing worldwide.  He was formerly Chief Investment Officer at Fiera Capital.   Our conversation starts with Francois's life long obsession with data and statistics, and how this ultimately led him to a life in numbers. We cycle through his investment career and what it was that led to his pivot to sustainable investing, strategy and research. Given the breadth of topics that Nordis and Sustainable Investing Strategies cover we cover a range of topics here in term including ·      Impact investing ·      Net zero targets ·      Sustainability standards ·      Global divergence and the backlash against ESG ·      How will engagement evolve and what will it look like in the future?  ·      How will investment strategies adapt as the backdrop changes We speak about inequality and how its persistence will likely affect how we live, vote and invest and about some of the books and thinkers who have inspired Francois over the years. Some of the books mentioned by Francois are: Neil Howe and William Strauss : The Fourth Turning Neil Howe : The Fourth Turning is Here Peter Turchin : End Times …. Didier Sornette : Why Markets Crash Michael Lewis : Moneyball You can find the Future Positive Investor newsletter here: https://futurepositiveinvestor.substack.com/ Series 5 of 2023 is sponsored by With Intelligence, which connects investors and managers to the right people and data to raise and allocate assets effectively. The music in this podcast series - provided by Julia Kwamya - is available on her album on Spotify: Feel Good about Feeling Bad https://open.spotify.com/album/7lTQWSHeaVo3xHuF9q8ilv?si=uvGJZX7FQ9-2wX-0e951ZA&nd=1 Learn more about your ad choices. Visit megaphone.fm/adchoices

How have markets impacted your endowment or foundation… and what strategies should you be considering right now? It's time to review this year from a stewardship perspective and consider what strategies to employ heading into 2024. In this Quarterly Quick Takes, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, Chief Investment Officer … Read More Read More

A candid conversation with valuable perspectives on the dynamic world of crypto assets and how they have the capacity to transform conventional investment approaches.In this edition of "Money Reimagined," Michael Casey presents excerpts from an interview conducted earlier this month with two prominent figures in fund management, both deeply involved in the world of cryptocurrency: Jan Van Eck, CEO of Van Eck Funds, and Matt Hougan, Chief Investment Officer at Bitwise Asset Management.Van Eck and Hougan illuminate the hurdles in the path of crypto adoption, tackling essential topics like regulatory uncertainties and the necessity for a more comprehensive grasp of digital assets.LINKS | Bitwise Asset Management VanEck -Money Reimagined has been produced and edited by senior producer Michele Musso and our executive producer is Jared Schwartz. Our theme song is “The News Tonight ” by Shimmer. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ben Fraser is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the-box investments. With a professional background that spans over a decade, Ben has become an expert in the field of investment management and has worked for several reputable financial institutions. Ben is the co-host of the Invest Like a Billionaire podcast, where he joins his father, Robert, co-founder and CFO of Aspen Funds, along with co-founder Jim Maffuccio, to discuss economic trends and best practices for alternative investing. Prior to joining Aspen, Ben served as a Commercial Lender at First Business Bank, one of the top SBA lenders in the nation. There, he specialized in government-backed loan originations, specifically SBA and USDA loans. Before that, he worked as a Commercial Credit Underwriter for Crossfirst Bank, where he personally underwrote over $125MM in C&I and CRE loans across various industries. Ben also has experience working in the asset management industry, having served as a key member of the team at Tortoise Capital Advisors. At Tortoise, he helped grow institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben holds an MBA from Azusa Pacific University and a Bachelor of Science in Finance from the University of Kansas, where he graduated magna cum laude. Ben's commitment to excellence and his ability to deliver strong returns for clients make him an invaluable asset to the Aspen Funds team. What You Will Learn: Who is Ben Fraser? How did Ben get involved with the real estate industry? What is the biggest sector that he is raising funds for to invest in?  Ben shares that their focus on investing is within the US only.  Create a lot of opportunities to buy good value at a good price for an asset class that still is going to perform well over the long term. What's the best way for people who do like to invest part of their income passively? Ben shares how he can be contacted. Additional Resources from Ben Fraser: Website: https://aspenfunds.us/, https://www.thebillionairepodcast.com/ Email: dawine@artemia.com Linkedin: https://www.linkedin.com/company/aspen-funds Facebook: https://www.facebook.com/aspenfunds/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and the profit headwinds facing the auto industry. Aubyn Hill, Minister of Industry, Investment, and Commerce in for the Jamaican government, joins to discuss Jamaica's rare credit upgrade and outlook for the country's finances. Gary Shilling, president at A. Gary Shilling & Co., joins to discuss his outlook for markets, the Fed, and rate hikes. Tim Duy, Chief US Economist at SGH Macro Advisors, joins to discuss the Fed's most recent decisions and outlook for the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg News US Commercial Real Estate Reporter Natalie Wong discusses how the world's mega-rich are betting on US renters to grow their billions. Ed Price, Principal at Ergo, shares the details of his global risk event From Ukraine with Love. Bloomberg Intelligence Senior Autos Analyst Kevin Tynan and Diana Lee, CEO at Constellation, talk about the impact of the UAW strike on electric vehicles. And we Drive to the Close with Nancy Tengler, Chief Investment Officer at Laffer Tengler Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today's guest is Bob Repass, managing director of Colonial Funding Group and NoteSchool. Bob Repass is a 30-year veteran and expert in residential and commercial seller finance discounted mortgage and distressed asset industry. Over the course of his career, he has purchased over 45,000 performing and non-performing residential and commercial mortgage loans totaling over $2.5 billion dollars in volume, giving him an unparalleled track record in the industry. During his career in the seller finance note industry he was a Senior Executive at the largest institutional investors; Metropolitan Mortgage & Securities, Associates Financial Services and Bayview Financial. Mr. Repass currently serves as Managing Director of Colonial Funding Group and NoteSchool, where he has overall responsibility for the management and operations of the firm. In addition, Bob is a Managing Partner for Colonial Capital Management, where he is the Chief Investment Officer of CCM's Colonial Impact Fund II. He also co-founded the Seller Finance Coalition in 2014 to ensure the seller finance industry would have a seat at the table going forward to protect our industry from over-regulation and continue to provide access to affordable homeownership.In this episode, we will explore the following topics:NoteExpo 2023 is November 3-4 – give us some background on why NoteExpo was created and why folks should attend.You said the core focus of the event is the 3 C's – Content, Connections and Community, let's elaborate on each of those.What is something note investors, new and seasoned struggle with to grow their business?Having been in the note space for more than 30 years you have lived through several cycles and downturns, where do you think we are now and where do you see our industry going in the next 6-12 months?What are some of the keys that have allowed you to have such a long and successful career in the note business?We are in some interesting times, in one word what is your top concern in the market today?Register to attend The Real Estate Mastermind Live by registering on our website using the link here: https://scottsdalemortgageinvestments.com/podcastLearn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn

With the economy late in its current cycle, early-cycle performers such as consumer and housing stocks are underperforming while energy and industrials should continue to outperform.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, September 25th at 11am in New York. So let's get after it. Since mid-July, stocks have taken on a different personality. As we've previously noted, second quarter earnings season proved to be a "sell the news event" with the day after reporting stock performance as poor as we've witnessed in over a decade. In retrospect, this makes sense given weakening earnings quality and negative year over year growth for many industry groups, coupled with the strong price run up in the mid-July which extended valuations. Those valuations continue to look elevated at 18-times earnings, especially given the recent further rise in interest rates and signs from the Fed that it may be adopting a higher for longer posture. On that score, the real rate equity return correlation has fallen further into negative territory, signaling that interest rates are an increasingly important determinant of equity performance. Furthermore, one could argue that the post-Fed-meeting response from equity markets was outsized for the rate move we experienced. One potential explanation for this dynamic is that the equity market is beginning to question the higher for longer backdrop in the context of a macro environment that looks more late-cycle than mid-cycle. As discussed over the past several weeks, equity market internals have been supportive of the notion that we're in a late cycle backdrop with high quality balance sheet factors outperforming. Defensives have also resumed their outperformance, while cyclicals have underperformed. The value factor has been further aided by strong performance from the energy sector, while growth has underperformed recently due to higher interest rates. Given our relative preference for defensives, we looked at valuations across these sectors. In terms of absolute multiples, utilities trade the cheapest at 16 times earnings, while staples trade the richest at 19 times. That said, relative to the market in history, utilities and staples still look the cheapest, both are at the bottom quartile of the historical relative valuation levels, while health care relative valuation is a bit more elevated, but still in the bottom 50% of historical relative valuation levels. Overall valuations remain undemanding for defensive sectors in stocks, which is why we like them. To the contrary, the technicals and breadth for consumer discretionary stocks look particularly challenged right now. We believe this price action is reflecting slower consumer spending trends, student loan payments resuming, rising delinquencies in certain household cohorts, higher gas prices and weakening demand and data in the housing sector. Our economists who avoided making the recession call earlier this year when it was a consensus view see a weakening consumer spending backdrop from here. Specifically, they forecast negative real personal consumption expenditure growth in the fourth quarter and a muted recovery thereafter. Meanwhile, travel and leisure has been a bright spot for consumption, but that dynamic may now be changing to some extent. As evidence, our most recent AlphaWise survey shows that consumers want to keep traveling and 58% of respondents are planning to travel over the next six months. However, net spending plans for international travel declined from 0% last month to -8% this month, indicating consumers are planning fewer overseas trips. Domestic travel plans without a flight move higher. This indicates that consumers want to keep traveling, but are increasingly looking to taking cheaper trips and are choosing destinations to which they can either drive or take a train, rather than fly which is more expensive. All these dynamics fit well with our late cycle playbook. In our view, investors may want to avoid rotating into early cycle winners like consumer cyclicals, housing related and interest rate sensitive sectors and small caps. Instead, a barbell of large cap defensive growth with late cycle cyclical winners like energy and industrials should continue to outperform as it has for the past month. Thanks for listening. If you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps for people to find the show.

To be successful in investing, you just want to make sure you don't make a few mistakes that most investors make. The biggest mistake is not knowing what you are doing when it comes to investing. It's like investing in stocks that you don't understand because you're afraid of FOMO. Scott Kyle and Patrick Fischer want to make sure that you avoid as many of these investing mistakes as possible. Scott is the CEO and Chief Investment Officer of Coastwise Capital Group, LLC, a boutique money management firm. Patrick is a Financial Advisor at Coastwise, and they both are the authors of a new book called The Compound Code: An Expert Guide to Trading Stocks and Options. We haven't talked a lot on this show about investing in options and dividends, but to be a successful investor, you should know how they work. Don't worry, this episode won't get too technical. Instead, they share the recipe you need for successful stock investing; we talk about what options are when you should use options, how to buy a good stock, what dividend stocks are, and a whole lot more. LINKS The Compound Code: An Expert Guide to Trading Stocks and Options book Coastwise Capital Group website Timestamps [00:02:07] Investing in options and dividends. [00:06:23] Explosion in options trading. [00:07:31] Options as income generation. [00:11:45] Investment time horizon. [00:14:22] Warren Buffett's authenticity. [00:18:22] The reality of risk. [00:21:28] Adding fixed income for retirement. [00:25:39] Mistakes in investing. [00:29:13] Due diligence for small-capped stocks. [00:32:18] Long-term hold and surviving downturns. [00:36:24] Achieving specific investment objectives. [00:39:00] Dividend-paying stocks. [00:43:01] Typical investing mistakes. [00:45:50] A brand new episode. SPONSORS Thanks to Factor for sponsoring the show. Head to www.factormeals.com/etm50 and use code ETM50 to get 50% off. Thanks to NetSuite for sponsoring the show. Download NetSuite's popular KPI Checklist for free at www.netsuite.com/etm.  Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to AirDoctor for sponsoring the show. Head to www.airdoctorpro.com and use promo code ETM, and depending on the model, you'll receive UP TO 39% off or UP TO $300 off. How To Connect with Shannah: Join the Everyone's Talkin' Money Newsletter, where you get insider tips, exclusive content, and takeaways from each episode https://tinyurl.com/etmnewsletter  Ask Shannah a question on Instagram https://www.instagram.com/shannahgame/ or TikTok https://www.tiktok.com/@shannahgame  Submit a money question for Shannah to answer in an upcoming episode https://tinyurl.com/askshannahq  Leave a 5-star Review here https://ratethispodcast.com/etm  Be a Featured Guest on an episode https://everyonestalkinmoney.com/contact/  Learn more about your ad choices. Visit megaphone.fm/adchoices

Private debt, private credit, direct lending. Why are these asset classes capturing investors' imaginations around the world? Are they a viable option for individual investors or restricted only to the large institutional investors? Jimmy Keenan, Chief Investment Officer and global head of Private Debt for BlackRock joins Oscar to do a deep dive into the enigmatic world of private debt, ask why it's having a resurgence in these particular market conditions and explore the risks and opportunities that are inherent from this alternative asset class.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.In the UK and Non-European Economic Area countries, this authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets.For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Paula Horn is Chief Investment Officer of the public securities group of Brookfield Asset Management. She has had an extensive career in investing, which has spanned investment grade credit, credit derivatives and other public investing. She holds a number of investment committee and Trustee roles. Our conversation starts with her upbringing in an Italian American family in the suburbs of Boston, where she was the first member of her family to graduate with a four year undergraduate degree, during which she spent time studying in Russia. Graduating into a recessionary environment led her to a consulting career, which took her to Bermuda and ultimately - via a circuitous route - to investing, and credit in particular. As she moved through various kinds of entities, including some start-ups and witnessed some mergers she became adaptive, flexible, and ultimately resilient to set-backs and the need to pivot to where opportunity lies. We translate these skills now into her role at the helm (CIO) of the public securities group at Brookfield and examine the kinds of products now on the horizon, how client demand is evolving and how the sector is likely to look in years to come, including its likelihood of further adaptation to meet the sustainability agenda. Series 5 of 2023 is sponsored by With Intelligence, which connects investors and managers to the right people and data to raise and allocate assets effectively. The music in this podcast series - provided by Julia Kwamya - is available on her album on Spotify: Feel Good about Feeling Bad https://open.spotify.com/album/7lTQWSHeaVo3xHuF9q8ilv?si=uvGJZX7FQ9-2wX-0e951ZA&nd=1 Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Christian Baylis is the Founder and Chief Investment Officer at Fortlake. As part of his role, Christian oversees all of Blossom's investments. This episode is sponsored by Blossom - we thank them for the support, it allows us to keep making free content for the Equity Mates community.Blossom offers everyday savers access to 5.7% p.a. targeted returns from managed fixed income investments - something up until Blossom, only the big end of town could easily access! The team at Blossom want to level the playing field and bring fixed income opportunities to everyone. Whether you're saving for a house, a car, a holiday or just because, Blossom helps you access the targeted returns you need to reach your savings goals faster. Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from Blossom*****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees just under $6 billion in assets under management, joins Julia La Roche on episode 104 for a wide-ranging macroeconomic discussion.  In this episode, Zook shares that he still sees stagflation ahead. In this environment, Zook is looking for opportunities in dislocated assets, particularly in energy and real estate. Zook has over 30 years of experience investing in traditional and alternative asset classes. He was recently honored with the Texas Alternative Investments Association's (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He regularly contributes to major media outlets, including CNBC, Fox Business, and Bloomberg. Before starting CAZ Investments in 2001, Zook served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber. 0:00 Welcome Christopher Zook to the show 1:07 Macro view today  2:50 The Fed likely to maintain credibility  4:08 Inflation and stagflation  5:40 Stagflation impact on stocks and bonds  8:30 Entering into a lost decade  11:44 Passive investing v. Active investing  16:20 Dichotomy in the market  19:00 Fiscal picture in the US 22:19 Betting against subprime  22:53 Concern about the consumers' spending habits 25:27 Investment opportunities  28:52 Commercial real estate  34:27 Energy

Following the recent BRICS summit in South Africa, we discuss developments and implications surrounding the possible expansion of the BRICS block. We also touch on allocation considerations for emerging market investors and where CIO is finding opportunity at the moment. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Stocks continue to be range bound as the Federal Reserve is again in play.    This week on the Gains podcast we talk to several experts about where markets are heading into the back end of the year. - J.J. Kinahan, CEO of IG North America & President of Tasty - Chicago - Jim Awad, Senior Managing Director at Clearstead Advisors - New York  - Jack Ablin, Chief Investment Officer at Cresset Capital - Chicago  Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh  -Never miss an episode from us! Hit the follow button on our Insta & Twitter!

Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. This episode has had Ren and Bryce buzzing since they hit record - and both of them are super excited for you to hear it. You can buy Saurabh's book here, and his website is here. Money Control is here and Screener.in. Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Our guest today moved up the corporate ladder to become CIO at 2 different large RIA's. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth shares some fantastic stories and insights that you won't want to miss! Terri spent the majority of her career climbing the corporate ladder as an investment expert. She served as the Deputy CIO, Chief Investment Officer for Mercer, and went on to be the Chief Investment Officer for another large RIA as well. As the CIO, she had the ability to work with advisors and saw the value they were providing their clients. She decided to get her CFP®, which she said was a wonderful educational program, even though she already had the MBA and CFA® designation. Despite achieving what many of us would consider the pinnacle of success in her career, entrepreneurship was calling to her, and she decided in 2021, just over two years ago, to launch her own RIA. She has grown quickly, grossing over $300,000 in revenue this year. She shared an amazing launch program that she did, which involved a market research firm, ultimately led her to her target market, and has been wildly successful in helping her grow quickly. I hope you enjoy this conversation as much as I did. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/370  

On this episode of the Startup of the Year Podcast, we hear an investor discussion was led by our own Established Co-CEO Jen Consalvo at a pitch event we hosted online a few months ago.    The panel included Dahna Goldstein, who is the Chief Investment Officer of Halcyon and Co-Managing Director of the Halcyon Fund. Phoebe Van Duinen was also on the panel, and she is the Principal and Investment Manager at Halcyon and is responsible for the end-to-end process of social impact investing through their three capital vehicles, VC Fund, Angel Network, and Microloan Fund.    Lastly, Olivia Goldstein also participated in the chat. Olivia is the Vice President at StartFast Ventures.    We also again shine a light on an amazing company in our ecosystem. Today, that company is Keepers, which is an all-in-one app providing full housekeeping management. They are saving short-term rental hosts time by integrating directly with their Airbnb and VRBO calendars so that as soon as a reservation is created, a job notification is sent to all housekeeper users. Learn more about them at: www.uskeepers.com    We invite you all to join our community today to access the support, expert advice, and resources you need to elevate your startup by going to: www.est.us/join       Thank you for listening, and as always, please check out the Established website and subscribe to the newsletter at: www.est.us      Subscribe to the Startup of the Year Daily Deal Flow: www.startupofyear.com/daily-dealflow Subscribe to the Startup of the Year podcast: www.podcast.startupofyear.com Subscribe to the Established YouTube Channel: www.soty.link/ESTYouTube         ***  Startup of the Year helps diverse, emerging startups, founding teams, and entrepreneurs push their company to the next level. We are a competition, a global community, and a resource.     Startup of the Year is also a year-long program that searches the country for a geographically diverse set of startups from all backgrounds and pulls them together to compete for the title of Startup of the Year. Checkout Startup of the Year at: www.startupofyear.com       The program includes a number of in-person and virtual events, including our annual South By Southwest startup pitch event and competition. All of which culminate at our annual Startup of the Year Summit, where the Startup of the Year winner is announced, along with an opportunity at a potential investment.      Established is a consultancy focused on helping organizations with innovation, startup, and communication strategies. It is the power behind Startup of the Year. Created by the talent responsible for building the Tech.Co brand (acquired by an international publishing company), we are leveraging decades of experience to help our collaborators best further (or create) their brand & accomplish their most important goals. Check out Established at: www.est.us    Connect with us on Twitter - @EstablishedUs and Facebook - facebook.com/established.us

Muthu Muthiah is the Chief Investment Officer of Children's Healthcare of Atlanta (CHOA), one of the largest pediatric clinical care providers in the U.S. Muthu stewards CHOA's $6 billion long term pool of capital, arriving a year ago after stints across a range of allocator seats the past twenty years.   Our conversation covers Muthu's mobile upbringing, path to finance, and lessons learned working for a range of asset owners. We discuss his first CIO seat at Inatai, where he oversaw a $2 billion portfolio starting with a clean sheet of paper, and his new seat at CHOA, including the portfolio framework, team structure, and aspiration to achieve concentration, search for inefficiency, and invest in innovation.   For full show notes, visit the episode webpage here.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Mock and Daisy have teamed up with Chief Investment Officer at Bulwark Capital, and the host of Know Your Risk Radio, Zach Abraham. It’s no secret that times are hard and money is tight so the Chicks wanted to bring in an expert to answer all of your money, investing, and risk management questions!

What are your goals to succeed in the real estate investment space? In this episode of Weiss Advice, we welcome Zane Schartz. Zane Schartz is the President of Freedom Commercial Real Estate and Chief Investment Officer at Wolfe Investments which currently has over $700M in AUM. He shares his journey from being a professional hockey player in North America and Europe to becoming an entrepreneur and owner of his own company.Zane talks about his mission for creating a nonprofit organization that funds missionaries around the world, and how he draws inspiration from Tim Tebow and others who use their platform to share their faith boldly.Tune in to this episode as Zane shares his motivation, leadership lessons, and advice on implementation![00:00 - 01:21] Opening SegmentWe welcome, Zane Schartz!Zane is the President of Freedom Commercial Real Estate and Chief Investment Officer of Wolfe Investments[01:22 - 18:27] Financial Freedom Through Faith And OpportunityAcquiring cash-flowing assets across the country to provide investors with financial freedomStaying rooted in truth and humility is essential for successDedication, discipline, teamwork, and punctuality are critical for successLong term goal is to create a non-profit organization that funds missionaries around the world[18:28 - 2905] THE FINAL FOURWhat's the worst job that you ever had?Working at KennyWhat's a book you've read that has given you a paradigm shift?“You And Me Forever” by Francis ChanWhat is a skill or talent that you would like to learn?Speak ItalianWhat does success mean to you?Zane says, “Being a faithful steward of the gifts I've been given and using the gifts I've been given to tell people about the truth that I know. “Connect with Zane Schartz: LinkedIn: Zane SchartzLEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:“Why would you do something if you're not going to try to be the best at it? So, if you're going to do something, you got to go hard at it.” – Zane Schartz“I feel like I'm just being a good steward of the opportunities that I've been given. Because if what I believe is true, then there's a lot of ramifications behind it.” – Zane SchartzSupport the show

Mock and Daisy have teamed up with Chief Investment Officer at Bulwark Capital, and the host of Know Your Risk Radio, Zach Abraham. It's no secret that times are hard and money is tight so the Chicks wanted to bring in an expert to answer all of your money, investing, and risk management questions!Please support our great sponsors at:4Patriotshttps://4patriots.comStock up and save 10% on your order with code CHICKS and receive free shipping on orders over $97. Birch GoldText CHICKS to 989898Text CHICKS to 989898 for your free gold info kit..Bulwarkhttps://knowyourriskradio.comActively manage your retirement accounts with Bulwark Capital and get a free copy of Common Cents Investing.Cozy Earthhttps://cozyearth.com/chicksGet cozy with Cozy Earth and save up to 40%.EdenPUREhttps://edenpurdeals.comUse discount code CHICKS360 to save over $25 and free shipping on the EdenPURE 360 Air Fan. Field of Greenshttps://fogchicks.comUse promo code CHICKS to save 15% off your order plus an additional 10% when you subscribe..Fast Growing Treeshttps://fastgrowingtrees.com/chicksCreate the yard of your dreams with Fast Growing Trees. Save 15% off your entire order. Offer ends 10/15/23.Genucelhttps://genucel.com/chicksSave 70% off Genucel Most Popular Package: https://genucel.com/CHICKSHealthycellhttps://healthycell.com/chicksSupport healthy joint movement and flexibility with Joint Health and Mobility from Healthycell. Use promo code CHICKS for 20% of your first order.My Pillowhttps://mypillow.com/chicksEnter code Chicks in the Radio Listener's Square for 50% off the My Pillow 6-Piece Towel Set. Now only $39.99.Omaha Steakshttps://omahasteaks.comEnter code CHICKS in the search bar to save 50% on Steaks and get 2 FREE NY Strip Steaks with select packages during Steaktember! Patriot Mobilehttps://patriotmobile.com/chicksGet Free activation today with offer code CHICKS. Call today 878-PATRIOT.RuffGreenshttps://ruffchicks.comGet your FREE Jumpstart Trial Bag of Ruff Greens, simply cover shipping.

In this episode, William Green chats with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation is so rich that it's been divided into two episodes. Here, in Part 1, Chris explains how to achieve long-term success by seeking a “dual margin of safety” that comes from owning high-quality businesses at attractive prices. He also warns about the perennial dangers of irrational exuberance, which he now sees in hot stocks like Tesla & Nvidia.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro04:45 - What Chris Bloomstran learned from his brilliant mentor, Robert Smith.08:17 - How Chris & Robert skillfully sidestepped the dotcom bubble & crash.10:00 - What lessons Chris drew from an early investment that fell to zero.35:17 - Why Chris named his investment firm after a crazily overvalued tulip.44:53 - What Sir John Templeton saw as the best antidote to financial insanity. 55:38 - How to succeed in stocks by seeking a “dual margin of safety.”56:51 - How his definition of a quality business has evolved.1:07:01 - Why he's skeptical about Cathie Wood's ARK portfolio.1:09:02 - Why hot tech stocks like Nvidia are likely to disappoint for many years.1:11:32 - Why he's wary of hype & “puffery” about Tesla's glorious future.1:17:49 - Why he's trimmed great but pricey holdings like Costco & Nike.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESChris Bloomstran's firm Semper Augustus Investments Group“Extraordinary Popular Delusions & The Madness of Crowds” by Charles Mackay“The Rise & Fall of American Growth” by Robert GordonWilliam Green's book, “Richer, Wiser, Happier” – read the reviews of this bookListen to Stig Brodersen's April 2023 interview with Chris Bloomstran, or watch the video.Follow Chris Bloomstran on X (AKA Twitter)Follow William Green on X (AKA Twitter)NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in Bitcoin with confidence on River. It's the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.Reach the world's largest audience with Linkedin, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!Invest in some of the top private, pre-IPO companies in the world with Fundrise.Choose Toyota for your next vehicle - SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Start, run, and grow your business without the struggle. Be in control of every sales channel with Shopify. Sign up for a $1 per month trial period today.Send, spend, and receive money around the world easily with Wise.Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Beat FOMO and move faster than the market with AlphaSense.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, William Green speaks with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation has been divided into two episodes. Here, in Part 2, Chris discusses what we can learn from studying Berkshire Hathaway & Warren Buffett; weighs the risks of Berkshire's huge Apple stake; discusses Berkshire's valuation; & explains why the stock should beat the S&P 500. He also talks about avoiding charlatans and living with integrity.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro02:38 - Why Chris Bloomstran says it's so valuable to study Berkshire Hathaway.05:04 - How Warren Buffett thinks about intelligent asset allocation.06:59 - How share buybacks are mishandled by many companies. 11:30 - How he values Berkshire, & why it should outperform the S&P 500.20:40 - Why most investors shouldn't pick stocks for themselves.29:16 - How Chris manages his time.40:28 - How he's risen above a painfully difficult childhood.43:42 - Why the key to investing success is a fierce work ethic.44:57 - What his football coaches taught him about integrity & kindness.54:10 - How Chris uses social media to criticize what he calls “charlatan promotion.”58:41 - What he thinks of Berkshire's huge stake in Apple.1:08:15 - What a legendary golfer taught him about how to live.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESChris Bloomstran's firm Semper Augustus Investments GroupChris Bloomstran's 2022 Letter to Clients: “Crazy Train”William Green's book, “Richer, Wiser, Happier” – read the reviews of this bookListen to Stig Brodersen's April 2023 interview with Chris Bloomstran, or watch the video.Follow Chris Bloomstran on X (AKA Twitter)Follow William Green on X (AKA Twitter)NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in Bitcoin with confidence on River. It's the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.Reach the world's largest audience with Linkedin, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!Invest in some of the top private, pre-IPO companies in the world with Fundrise.Choose Toyota for your next vehicle - SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Start, run, and grow your business without the struggle. Be in control of every sales channel with Shopify. Sign up for a $1 per month trial period today.Send, spend, and receive money around the world easily with Wise.Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Beat FOMO and move faster than the market with AlphaSense.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 15, 2023 – Chris Puplava, Chief Investment Officer of Financial Sense Wealth Management, highlights the importance of distinguishing between real and nominal data when evaluating the economy's robustness, especially...

Bloomberg Sound On Anchor Kailey Leinz and Bloomberg Technology Reporter Anna Edgerton discuss the more than 20 tech and civil society leaders, including the chief executives of five of the 10 biggest US companies, appearing at a closed-door Senate meeting on Wednesday to shape how artificial intelligence is regulated. Gene' Teare, Senior Data Editor at Crunchbase, talks about how the ARM IPO could set the stage for a potential IPO market rebound in 2024. Anil Chakravarthy, President of Digital Experience Business at Adobe, shares the company's newest AI offerings. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Senior Editor Dimitra Kessenides talk about the Businessweek Best Business School rankings. And we Drive to the Close with Amanda Agati, Chief Investment Officer at PNC Asset Management Group. Hosts: Tim Stenovec and Simone Foxman. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to ⁠⁠https://TodaysMarketExplained.com/⁠⁠ Laine Schoneberger (https://yrefy.com/) delves into how his company, Yrefy, is on a mission to help individuals burdened by private student loans. He also chats with Brian about giving investors a chance to invest in the collection of these loans and expresses concerns about the government's involvement in the student loan market. In this episode, Brian and Laine discuss: 1. The Student Loan Debt Problem. 2. How Investors Can Get Involved in the Collection of Student Loans. 3. What a Secure Collateralized Portfolio Is. 4. What a Secure Collateralized Debt Is. LinkedIn: https://www.linkedin.com/in/laine-schoneberger-501b4710/ Website: https://yrefy.com/ Twitter: https://twitter.com/NLSchoneberger Follow us here to see short videos of all our best investing tips: TikTok: https://www.tiktok.com/@todaysmarketexplained Instagram: https://www.instagram.com/TodaysMarketExplained YouTube: https://www.youtube.com/@todaysmarketexplained Facebook: https://www.facebook.com/TodaysMarketExplained Twitter: https://twitter.com/PodcastTME Website: https://todaysmarketexplained.com/ DISCLAIMER: This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

It's worth celebrating just about any time our leaders on both sides of the political aisle can meet in the middle. But seniors in Kansas City should all be smiling now that, starting in 2024, they'll get to enjoy a little bit more of their Social Security benefits. Thanks to a broadly bipartisan vote, Missouri is set to become the 39th state to make Social Security payments exempt from state taxes.  Of course, that also means many folks in our audience will have to factor in a new variable when they're deciding when to take Social Security. Luckily, Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted a comprehensive webinar on Maximizing Social Security Benefits that you can rewatch on our website. Today, we're going to discuss some follow-up questions Matt received from attendees. 

Meet Tom Dunkel, who is revolutionizing the self-storage industry with his unique approach and impressive strategies. With a background in corporate finance, Tom embarked on an entrepreneurial journey that led him to the self-storage industry. This episode closely examines his inspiring journey from the corporate world to building a team dedicated to transforming underperforming assets into high-yield investments. So, if you're on the hunt for a safe and profitable investment avenue, this conversation with Tom Dunkel is not to be missed.Tom brings over 27 years of real estate, finance, and investing experience to his position as Chief Investment Officer of Belrose Storage Group. Working alongside his world-class team of professionals, Tom makes it his mission to find great investment opportunities for his clients while helping them meet their wealth-building goals.Tom manages the firm's financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. In addition, he works closely with private investors to communicate about new acquisitions and investing opportunities, as well as report on the progress of current investments.Tom is also responsible for arranging loans with local banks and mortgage brokers. Both the Belrose team and our investors benefit greatly from Tom's mentorship, extensive experience in real estate investing, and dedication to making every deal a success.Tom lives in Wayne, Pennsylvania, and enjoys golfing, hiking, and playing guitar. As an avid investor and lifelong learner, Tom is actively involved in organizations, including Self Storage Mastermind, RaiseMasters Mastermind, and the Oren Klaff Braintrust.Learn more about Tom:Website: https://belrosestoragegroup.com/Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Scale MF Summit: https://scalemfevent.com/shop/ Use Code "Jonny100"LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Jonny's Instagram: https://www.instagram.com/jonnycattani/TikTok: https://www.tiktok.com/@jonnycattaniYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1

David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling economy in China, an improving outlook for our supply chain, a steadying job market, and the current cost of climate change.  

Ever wondered how a corporate setback transformed into a self-storage success story? From unexpected career shifts to pioneering self-storage strategies, get ready to unravel the journey of Tom Dunkel, the Chief Investment Officer at Bellrose Storage Group, a seasoned investor who turned challenges into opportunities, all while carving a niche within a niche. Discover the untapped potential of contractor storage and flex space markets, and glean insights into building a powerhouse team that drives commercial real estate success. Key Takeaways: Niche within a Niche: Contractor Storage and Flex Space: Tom discusses the benefits of offering climate-controlled flex industrial units with amenities like electricity and security features to attract contractors and businesses. Investor Insights: Building a Solid Team and Finding Deals: Tom emphasizes the importance of assembling a strong team and building a network of experts and partners. Tom also offers advice on seeking out mastermind groups, investor meetups, and networking opportunities to connect with potential team members and partners. Lessons from Self-Storage Success and Pivoting Strategies: Tom shares the pivotal lessons learned from transitioning from the corporate world to entrepreneurship, including facing challenges head-on. He also shares strategies for success in self-storage, such as seeking niche opportunities, embracing value-add strategies, and aligning investments with high net worth investors.   Tom Dunkel | Real Estate Background Chief Investment Officer, Belrose Storage Group Portfolio: 11 self storage facilities across 7 states Based in: Wayne, PA Say hi to him at:  Facebook LinkedIn Best Ever Book: Who Not How by Dan Sullivan Greatest Lesson: Be intentional about who you choose to be on your team and who you choose to partner with.   Click here to learn more about our sponsors: Masterworks Delete Me BAM Capital SyndicationAttorneys.com

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earnings season. To hear all this and more, you'll have to tune in! -- Follow Cameron: https://twitter.com/CameronDawson Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Guest bio Tom brings over 27 years of real estate, finance, and investing experience to his role as Chief Investment Officer. He leads a team of professionals and focuses on identifying profitable investment opportunities for clients, aligning with their wealth-building objectives. In his position, Tom plays a crucial role in financial underwriting, ensuring that investment deals are structured to deliver achievable returns for investors . He also maintains open communication with private investors, providing updates on ongoing investments and presenting new acquisition and investment possibilities  Additionally, Tom takes charge of securing loans by collaborating with local banks and mortgage brokers . His mentorship, extensive real estate investment experience, and commitment to successful deals greatly benefit both the Belrose team and investors  Outside of work, Tom resides in Wayne, Pennsylvania, and indulges in hobbies like golfing, hiking, and playing the guitar. He actively participates in organizations such as the Self Storage Mastermind, RaiseMasters Mastermind, and the Oren Klaff Braintrust, demonstrating his enthusiasm for continuous learning and investment. HIGHLIGHTS IN THE SHOW: 00:00 - Intro 02:19 - Tom's Background 08:38 - Entrepreneurship & Leaving The Corporate World 13:48 - Belrose Storage Group 16:49 - Core Values 20:37 - Value Add Self Storage 23:16 - Contractor Storage 25:00 - RV & Boat Storage 26:35 - Upcoming Deals 27:37 - Development Criteria 30:22 - Current Market 35:41 - Finding Deals 38:51 - Seller Financing 41:44 - Tips For The New Investor 44:25 - Connect With Tom CONNECT WITH OUR GUEST: Belrosestoragegroup.com linkedin.com/in/tomdunkel https://www.instagram.com/belrosestoragegroup/ CONNECT WITH OUR HOST: Connect with Sean Graham to discuss self-storage syndication investment opportunities at Maven Equities or to sell your self-storage facility without a broker. https://www.mavenequities.com/ https://www.mavenstorage.com/ http://www.mavensuccess.com/ Linktr.ee/seangraham ---------------------------------------------------------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/

Nancy Tengler is the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments with $1.2 billion in assets under management. $TGLR Website: link  https://laffertengler.com/ Bio: Nancy Tengler is the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments. Nancy is responsible for active equity management research and portfolio management as well as leading the firm. Prior to joining Laffer Tengler, Nancy had a distinguished investment management career in several senior leadership roles. Most recently, she served as Chief Investment Officer at Heartland Financial where she was also a Director of Arizona Bank & Trust. Nancy has also served as President, Chief Executive Officer and Chief Investment Officer of Fremont Investment Advisors in San Francisco. Prior to that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as Head of the Value Equities Group and with Spare, Tengler, Kaplan and Bischel, Ltd. as President and Senior Portfolio Manager. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler's Women & Wealth https://laffertengler.com/women-and-wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, “The Women's Guide to Successful Investing” will be out later this year. As one of the most dynamic women in the investment management industry today, Nancy is a sought-after TV and print financial commentator on local and national media outlets. Website link:  https://laffertengler.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

The rise of insourced chief investment officers (ICIOs) poses a direct challenge to old-guard legacy providers. Equipped with contemporary insights, data-driven decision-making, and quantitative investment management solutions, ICIOs are transforming investment strategies and setting new heights in the area of financial growth and security. In this episode, Rusty and Robyn talk with Chris Shuba, Founder and CEO of Helios Quantitative Research. After spending time at Ameriprise Financial and as a senior quant analyst at Columbia Threadneedle, Chris focused on developing mathematical models that could help financial advisors mitigate the market's volatility. These models were met with interest by a broad range of clients, and within the year, financial advisors nationwide were accessing his algorithms.  Believing that the majority of existing services available to financial advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry, Chris talks to Rusty and Robyn about how he created his own service category, the insourced chief investment officer, and how this service can help financial advisors grow their firm.  Key Takeaways [02:55] - A brief history of Chris' career. [04:46] - What led to the creation of Helios? [07:39] - What sets Helios apart from other asset management firms? [09:26] - The difference between an ICIO and an OCIO. [12:18] - How having an ICIO can help advisors grow their firm. [14:54] - Why advisors are attracted to model portfolios. [18:13] - Customized vs. personalized model portfolios. [21:42] - How Helios boosts customization. [25:08] - How Helios handles large amounts of data. [26:51] - Chris' outlook on interest rates. [29:13] - Chris' thoughts on the impact of AI in the financial industry. [32:11] - Chris's favorite investment idea. [33:22] - How Chris maintains his energy to perform at a high level. [34:19] - The people Chris is grateful for professionally. [36:13] - Chris' recommendations for content. [38:05] - Tips for fantasy football drafts. Quotes [16:16] - "Models will always have a flaw. If they're designed well, a model will always have an Achilles heel because it's going to have its sweet spot. But to have that, you have to have that part where it's designed to fail. And the beautiful part about a model is essentially what you're doing is picking what type of failure you're okay with." ~ Chris Shuba [22:00] - "A well-built, mathematically diverse portfolio can do very well in some of the most extreme environments." ~ Chris Shuba [26:03] - "There is a very definitive line between academia and the real world. And one of the big differences about Helios is that we do everything we can to live in the real world. That is where the rubber meets the road conversation between the advisor and their client and what they see on TV." ~ Chris Shuba Links  Chris Shuba on LinkedIn Chris Shuba on Twitter Helios Quantitative Research Seven Nation Army Ameriprise Financial Columbia Threadneedle Investments Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 2439-OPS-9/1/2023

Braden interviews Barry Schwartz, Chief Investment Officer at Baskin Wealth Mgmt in Toronto. They discuss a variety of Canadian and U.S. stocks and how to win long-term. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Sign up to Stratosphere for free

Welcome to Part III of our recession planning series. Toby Mathis, Esq. and Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC, are back to discuss the facts, statistics, and future trends they see happening in the crumbling commercial real estate market.  There are great investment deals out there, but you need to look at facts and numbers. Don't fall for the bargain investment “story.” Enlist the assistance of a pro to make sure you don't get in over your head. Highlights/Topics: Commercial real estate – current stats and trends Interest rates are doubling Commercial building has slowed or stopped- increasing demand, but over 10 years Is the residential market next? REIT and risks Looking at numbers, not the story: history, past cycles and performance Invest with an advisor's assistance, and don't get greedy! Resources: Whitwell Advisors https://whitwelladvisors.com/team/stefan-whitwell/ Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=recession-planning-part-3-3 Toby Mathis on YouTube https://www.youtube.com/c/tobymathisesq Anderson Advisors https://andersonadvisors.com/  

Mock and Daisy have teamed up with Chief Investment Officer at Bulwark Capital, and the host of Know Your Risk Radio, Zach Abraham. It's no secret that times are hard and money is tight so the Chicks wanted to bring in an expert to answer all of your money, investing, and risk management questions!Please support our great sponsors at:4Patriotshttps://4patriots.comStock up and save 10% on your order with code CHICKS. ABS Pagehttps://chicksontheright.comClick on the sponsors tab at the top to find all our ABS sponsors. Bulwarkhttps://knowyourriskradio.comActively manage your retirement accounts with Bulwark Capital and get a free copy of Common Cents Investing.Field of Greenshttps://fogchicks.comUse promo code CHICKS to save 15% off your order plus an additional 10% when you subscribe.Fast Growing Treeshttps://fastgrowingtrees.com/chicksCreate the yard of your dreams with Fast Growing Trees. Save 15% off your entire order at www.fastgrowingtrees.com/chicksGenucelgenucel.com/chicksVisit www.genucel.com/chicks now for amazing summer essentials and save over 70% off Genucel's Most Popular Package. Healthycellhttps://healthycell.com/chicksGet your daily immune boost with the Immune Super Boost from Healthycell. Use promo code CHICKS for 20% of your first order. My Pillowhttps://mypillow.com/chicksEnter code Chicks in the Radio Listener's Square for 50% off the My Pillow 6-Piece Towel Set. Now only $39.99.Omaha Steakshttps://omahasteaks.comThere's still lots of summer grilling to do! Save 50% off sitewide during the Omaha Steaks Labor Day Sale. RuffGreenshttps://ruffchicks.comGet your FREE Jumpstart Trial Bag of Ruff Greens, simply cover shipping.

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe

Stacy Devine knew from a young age that the field of finance was for her. While other kids were playing, she enjoyed balancing a budget. She even loaned her sister money and charged her interest. She later took an accounting class in school and was hooked. She pursued her CPA and started her career at Ernst & Young as a certified public accountant. Today, Stacy finds herself as the Chief Investment Officer of RPTC, a private trust company for a single family office in Chicago. With all of her accomplishments, it might be hard to believe that Stacy was always underestimated and had to prove herself over and over again. She took this as an opportunity to build her courage. She finds great strength from her solid network of support (including her husband and friends) to keep finding the courage to claim her seat at the table. When Stacy needs to make a decision, she always tries to discover what are the opposite opinions. She'll seek out other points of view and then see how they affect her convictions. She also knows the importance of just stopping what she's doing and having fun with her family because there will always be a million things to do. She has learned to give up on perfection to have more balance in her life. Join us as Stacy shares her wisdom as a leader in her field. Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Stacy. Highlights: [02:59] Stacy's path to finance [08:47] Asking for what you deserve [14:23] Making important decisions [16:44] Creating an open environment for debate [18:30] Taking a break from work [22:59] Building relationships [27:42] Staying grounded [31:05] Continuing to grow professionally and personally [32:01] Lightning round questions Quotes: “Community has been essential throughout my career.” – Stacy Devine “It's important for me to really see both sides of an argument and understand it, and then I can challenge my view to have much better convictions in the decisions I'm making.” – Stacy Devine “I'm basically an introvert pretending to be an extrovert.” – Stacy Devine Lightning Round Questions: What book has greatly influenced you? - “Cloud Cuckoo Land” by Anthony Doerr What is your favorite inspiring quote or saying? - What makes you different will make you stand out. You will be remembered. What is one word or moniker you would use to describe yourself? - Yin/yang. What is one change you've implemented that made your life better? - I stopped reaching for perfection. What power song would you want playing as you walk out onto a stage? - “Unstoppable” by Sia About Stacy Devine: Stacy Devine is the Chief Investment Officer of RPTC Inc, a private trust company for a single family office in Chicago. Prior to joining RPTC, Stacy was a Managing Director and Head of Investments for the Midwest and Canada Regions of Citi Private Bank, working with a range of ultra-high net worth families in the U.S., Canada and Asia. Before Citi, Stacy was an investment advisor at Barclays (Lehman) and a member of the Portfolio Advisory Group at Goldman Sachs, covering the Midwest region. Prior to her focus on ultra-high net worth individuals and family offices, Stacy was a senior sell-side equity analyst with Deutsche Bank and First Analysis Corporation, specializing in environmental and industrial service sectors. In this role, Stacy was ranked as Wall Street Journal's #1 All-Star Analyst for two years running and was recognized in Institutional Investor's 2001 All American Research Team. She started her career at Ernst & Young as a certified public accountant. Stacy holds a BS summa cum laude from Drake University and an MBA with honors from Kellogg Graduate School of Management. In the Chicago community, Stacy is a member of the Advisory Board for Invest for Kids. She is also a member of the CFA Institute and the CFA Society of Chicago. Links: LinkedIn: https://www.linkedin.com/in/stacy-devine-cfa-0259646/

Kirsten Corio, USTA Chief Commercial Officer, discusses the US Open's revenue growth and business strategy. Bloomberg News Senior Reporter Gillian Tan and Bloomberg News Global Business Reporter Ira Boudway talk about equal pay for female athletes and how Carlos Alcaraz stands to become one of the wealthiest male athletes on the planet. Noah Syken, VP of Sports & Entertainment Partnerships at IBM, explains how AI technology is being used at the tournament. Bloomberg News Higher-Education Finance Reporter Janet Lorin breaks down college endowment returns and talks about the end of the student loan payment pause. And we Drive to the Close with Bill Stone, Chief Investment Officer at Glenview Trust Company. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Kirsten Corio, USTA Chief Commercial Officer, discusses the US Open's revenue growth and business strategy. Bloomberg News Senior Reporter Gillian Tan and Bloomberg News Global Business Reporter Ira Boudway talk about equal pay for female athletes and how Carlos Alcaraz stands to become one of the wealthiest male athletes on the planet. Noah Syken, VP of Sports & Entertainment Partnerships at IBM, explains how AI technology is being used at the tournament. Bloomberg News Higher-Education Finance Reporter Janet Lorin breaks down college endowment returns and talks about the end of the student loan payment pause. And we Drive to the Close with Bill Stone, Chief Investment Officer at Glenview Trust Company. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

In today's episode, Toby Mathis, Esq. welcomes Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC, back to the show for Part II of a three-part series. Stefan is a sought-after advisor who works closely with clients at the intersection of health, wealth, and purpose. Toby and Stefan discuss the shrinking assets and lack of funding from big banks and the private funding (as well as investment) opportunities that you might consider instead. Find a fiduciary who is a money manager and get access to these things the right way. Highlights/Topics: Opportunities in this market Types of industries private funds are lending to Bank assets are shrinking Accessing private funds - different structures are providing new options Interest rates and rates of return Using IRA's to avoid taxes Risks - higher returns Top 10 US Metro areas - Office building ‘physical occupancy' is only at 50% Bailing out the banks - Feds messed it up badly by bailouts Be patient and watch for good opportunities Resources: Whitwell Advisors https://whitwelladvisors.com/team/stefan-whitwell/ Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=recession-planning-part-2-3 Toby Mathis on YouTube https://www.youtube.com/c/tobymathisesq Anderson Advisors https://andersonadvisors.com/

Jack Ablin, Chief Investment Officer at Cresset Capital here in Chicago joins us to discuss how to navigate the current financial waters and where equities are likely headed over the next few months. He also talks about inflation, stock rotation, and the impact of Fed policy on financial markets. ---Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh.

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to talk about second quarter GDP and other eco data and news. Odeta Kushi, Deputy Chief Economist at First American, discusses MBA Mortgage applications, new home sales, and the housing market. Grayscale CEO Michael Sonnenshein joins Bloomberg TV to discuss a US court ruling in its favor and against the SEC. James Seyffart, ETF Research Analyst with Bloomberg Intelligence, joins to debrief the Grayscale CEO interview. Ron Sanchez, Chief Investment Officer at Fiduciary Trust, joins to discuss second quarter GDP, outlook for the markets, and investing. Dan O'Brien, President of Americas at HTC, joins to discuss his company's virtual reality headset, Apple's foray into headsets, the AR/VR race, and the Metaverse. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Tom welcomes back Tim Price from Price Value Partners to discuss the issues the world now faces. He feels we are "standing on the edge of the debt precipice." Many countries are mired in heavy debt, thus leaving three options; maintain the servicing of existing debt, restructure the debt (essentially defaulting), or the usual way out - inflating the debt away. It comes as no surprise that inflation is front and center. Although, metrics around inflation are often distorted, leading many to believe it is much higher than acknowledged. The Fed's next developments may be to pivot, even with the past intention to raise rates further. If hard decisions had been taken after 2008, many of these issues may have been avoided. Alas, the only way out now appears to be more printing, risking the currency's destruction. Tim then moves onto discussing the risks posed by Japan and how it differs from other Western countries, as well as the Biden administration and their policy drift. Globally, this has eroded trust in the financial integrity of the United States. Inflation is typically linked to excessive money printing and supply, thus rendering rates mostly irrelevant. We are likely close to some sort of systemic crisis thus making assets, such as gold, the free market fix. No entity can fix these problems; what cannot go on forever eventually won't. The discussion turns to ESG and its effects on politics and finance. ESG tends to be powered by large institutions, like Blackrock, but now there appears to be a reversal of these policies. Tim examines the benefits of holding gold in this environment. Time Stamp References:0:00 - Introduction0:35 - A Debt Precipice1:52 - Three Debt Choices3:56 - Pivots & Rates7:02 - Japan & Contagion Risks10:38 - BRICS Rising & Inflation14:35 - Financial Sins18:08 - State of the Markets22:46 - Trend Following Funds28:07 - Charts & Finding Value30:57 - Historical Comparisons34:52 - ESG & Mkt. Distortions38:14 - Shifting Narratives43:58 - Wrap Up Talking Points From This Episode Three options exist for dealing with debt - servicing, restructuring, or inflation. ESG policies are being reversed, with gold becoming the preferred asset to hold in this environment. Rising debt and excessive money printing has pushed us close to a systemic crisis - no entity can fix this. Guest Links:Twitter: https://twitter.com/TimPrice1969Podcast: https://www.sotmpodcast.com/Website: https://www.pricevaluepartners.com/Articles: https://www.pricevaluepartners.com/commentaryHis Book: https://www.amazon.ca/Investing-Through-Looking-Glass-Irrational/dp/0857195360 Tim Price has worked in the capital markets for over 30 years. A graduate of Christ Church, Oxford, he spent a decade as a bond specialist before going on to serve as Chief Investment Officer at three separate wealth management firms. Tim has been shortlisted for five successive years in the UK Private Asset Managers Awards program and was a winner in 2005 in the category of Defensive Investing. He is now co-manager of the VT Price Value Portfolio, a fund investing in Benjamin Graham-style value stocks, and specialist value funds, from around the world. He also co-manages bespoke private client portfolios. Tim writes for MoneyWeek Magazine and The Spectator, and his weekly commentaries are freely available at the Price Value Partners website.

In today's episode, Toby Mathis, Esq. speaks with Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC. Stefan leads the overall Firm and its investment practice. He is also a sought-after advisor who works closely with clients at the intersection of health, wealth, and purpose. Toby and Stefan reveal that the “bad stuff” is not over with big banking, and that we will continue to see bank failures and devastating client money losses … so make sure your money is protected, see a professional! Highlights/Topics: The state of big banks today What happens to your $1 Million if a bank suddenly fails? Custodial accounts to protect your money SIPC insurance vs. FDIC Business owners and three things you need to protect You can end up on the hook to pay your employees Custodial accounts – you need to do your homework Bank debt and commercial real estate Stay informed, make sure your money is safe Resources: Whitwell Advisors https://whitwelladvisors.com/team/stefan-whitwell/ Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=recession-planning-part-1-3 Toby Mathis on YouTube https://www.youtube.com/c/tobymathisesq Anderson Advisors https://andersonadvisors.com/

IntroductionTom is the Chief Investment Officer for Belrose Storage Group. Belrose specializes in acquiring underperforming self storage facilities in the Eastern US. Before Storage, Tom had a background in corporate finance and 25 years of real estate investment experience Highlights(0:00:22) Tom  talks about his journey from corporate finance to real estate investment and shares how he and his partner found self-storage to be the ideal asset class(0:07:33) The importance of leveraging talents and building strategic partnerships, and challenges in the acquisition process(0:12:18) Navigating the fluctuating interest rates when looking for loan terms(0:18:52) The importance of having lenders and deals lined up is discussed. Tom shares his insights on self-storage as a reliable asset class in good and bad times, and the value-add opportunities implemented by Bellrose Storage Group(0:29:44) Understanding the supply and demand of the market when acquiring a new facility, and the impact of effective marketing and how small-scale owners' operations can affect rent rates.(0:34:22) Tom shares a story of how his team overcame obstacles and improved business strategies. He talks about the resilience required in times of uncertainty and the significant role technology has played in maximizing operating efficiency.Connect with Tom:https://belrosestoragegroup.com/ *****Thank you so much for listening to the Making Money in Multifamily Real Estate Show! This show covers everything to do with Multifamily Real Estate Investing to help you, the listener, become an expert in your real estate ventures. The host, Dave Morgia, brings on guests who are already experts in their respective fields to discuss what principles and practices they follow that have helped them achieve their success so far.

On today's show, we bring back oil expert Josh Young to give an update on the oil market. This discussion touches on Buffett's updated oil positions, why OPEC is encouraging others to invest more in oil production, the impact of the China reopening on global oil demand, and more.Josh is the Chief Investment Officer and Founder of Bison Interests, which focuses on investing strictly in oil and gas equities.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro.01:53 - The highlights of the oil and gas market in 2023.04:08 - How Buffett has shifted his investments in oil.11:00 - Why OPEC is sounding the alarm bells on a shortage of oil.16:13 - The impact of the China reopening on oil demand.23:03 - Josh's thoughts on the USA dumping their SPR reserve while China is building their reserves.29:14 - How a rollover in shale production may impact oil prices.33:13 - How heavily the supermajors are reinvesting back into new production.38:09 - Josh's view on alternative energy sources.43:47 - Josh's approach to market timing in the oil market.52:59 - What the price of oil may indicate for current economic conditions.53:34 - How oil stocks have performed since 2022.65:42 - Josh's view on how his bullish oil thesis may be wrong.69:02 - How higher interest rates are impacting the oil industry.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out our newly released TIP Mastermind Community.Bison Interest's research.Check out our recent episode : TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer or watch the video here.Follow Josh on Twitter.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in Bitcoin with confidence on River. It's the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.Reach the world's largest audience with Linkedin, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Choose Toyota for your next vehicle – SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet.Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Send, spend, and receive money around the world easily with Wise.Make investing in Short Term Rentals aka Air-BNBs simple, passive, and profitable with Techvestor. Listeners of We Study Billionaires get better terms by just mentioning “We Study Billionaires!” Sign up and book your call with their Investor Relations Team to get started today.Return to the all-access world of the rich and powerful. Don't miss new episodes of Billions streaming now on Paramount Plus with Showtime plan.Beat FOMO and move faster than the market with AlphaSense.Start, run, and grow your business without the struggle. Be in control of every sales channel with Shopify. Sign up for a $1 per month trial period today.Invest in some of the top private, pre-IPO companies in the world with Fundrise.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.