Podcasts about Chief investment officer

What separates exceptional leaders from everyone else?It's not talent.It's not intelligence.And it's not working harder.In this episode of Time to Reset, Penny Zenker sits down with Sébastien Page, Chief Investment Officer at T. Rowe Price and author of The Psychology of Leadership, to explore the mental habits that help leaders thrive under pressure.Together they unpack why the most successful leaders focus on mastery over ego, why resilience is built through setbacks—not avoiding them—and how a psychology-first approach creates stronger teams, better decisions, and long-term success.You'll also discover why leaders need more than measurable goals, how AI changes what leaders should prioritize, and why meaning—not metrics alone—is the key to engagement.In this episode:The difference between mastery goals and performance goalsWhy resilience starts with your mindset—not your circumstancesHow positive psychology differs from toxic positivityThe leadership psychology behind high-performing teamsWhy focusing on process leads to better resultsHow AI is changing effective leadershipThe hidden danger of goal-induced blindnessWhy meaning drives motivation more than metricsWhether you're leading a business, managing a team, or simply trying to become a better decision-maker, this conversation will help you build the mindset needed to succeed in today's rapidly changing world.If you enjoyed this episode, subscribe to Time to Reset for more conversations on leadership, focus, productivity, communication, and navigating change with clarity.Connect with Sébastien Page

As Chief Investment Officer at T. Rowe Price, Sébastien Page leads a global team managing hundreds of billions and has been recognized with multiple research awards for his practical approach to finance and leadership. His journey is inspiring, from arriving in North America as a young Canadian immigrant barely speaking English to becoming one of the youngest Senior Managing Directors at State Street, then rising through senior roles at PIMCO and now T. Rowe Price. Sébastien's new book, The Psychology of Leadership, bridges real-world executive experience with the science of performance psychology. He spent over four years collaborating with sports psychologists and translates actionable principles from resilience and high-performance research into leadership strategies. His SEE framework (Systematize, Encourage, Exit) and concepts like "goal-induced blindness" offer sports-anchored lessons for teams, coaches, and business leaders alike. Plus, he doesn't shy from the human side of leadership: drawing on both elite athletics and the power of introverts, he helps people find meaning, motivation, and long-term fulfillment. If you want to understand performing under pressure and how to lead people when it matters most, you will want to listen to this interview.  Connect: www.psychologyofleadership.net The #1 Bestseller CAPTAIN: THE ATHLETE'S GUIDE TO BEING AN EXCEPTIONAL TEAM LEADER is now available!  CLICK HERE TO ORDER We are constantly asked "where have all the leaders gone?" Now more than ever, it is up to schools, clubs and coaches to develop our leaders, and this new book is a perfect guide to train and develop them. It is filled with stories of champion team captains on the professional and college level, Hall of Fame coaches, and more, and is a masterclass on leadership. Your athletes will learn from leaders such as Carles Puyol Abby Wambach, Tim Duncan, Shane Battier, Richie McCaw, Carla Overbeck and Simone Biles. It will help your athletes understand the qualities needed to lead, the responsibilities they must accept, and the most common challenges they will face. The chapters are short and sweet and have discussion questions so that your leaders can work through them together and set your team up for great success. The book also comes with a  FREE downloadable 10-session curriculum so you can guide your team or the leaders in your school or club through the entire book.  FOR ORDERS OF 10 OR MORE, WE OFFER A $5 PER BOOK DISCOUNT. EMAIL John@ChangingTheGameProject.com to place your order. BOOK A SPEAKER: Interested in having John present to your school, club or coaching event, either in person or virtually? Looking for leadership training for your student athletes, a coach development workshop or parent education? We are still booking Fall 2026 events, please email us to set up an introductory call John@ChangingTheGameProject.com PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2026 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MORE! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites, communication tools and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

On a new episode of the Gaming News Canada Show presented by Bede Gaming, host Steve McAllister took a virtual trip down under to speak with Waterhouse VC's Chief Investment Officer, Tom Waterhouse. Waterhouse, whose family has been involved in the business of betting for more than a century, spoke about his own personal path through the industry and what led him down the road from a 20-year-old bookmaker in 2003 to delivering value for investors through the gambling industry and authoring the regular Waterhouse VC Update on NEXT.io. Among the topics discussed was the current state of the global economy and its impact on the sports betting and gaming industry, the shifting sands of regulated gambling jurisdictions, the role of artificial intelligence within the industry, and Waterhouse's take on Ontario and Alberta's regulated markets. And oh yeah, we asked Waterhouse to weigh in prediction markets Hosted on Acast. See acast.com/privacy for more information.

My guest today is Mebane Faber. Mebane is the co-founder and Chief Investment Officer of Cambria Investment Management. He is also the manager of Cambria's ETFs, separate accounts and private investment funds, and author of multiple books. The topic is his book Investing in America: The Rise Of A 250-Year Bull Market. In this episode of Trend Following Radio we discuss: America's 250-year bull market and long-term wealth creation Entrepreneurship, capitalism, free markets, and creative destruction Global diversification and emerging-market opportunities Trend following, managed futures, and portfolio diversification Market valuations, bear markets, and current U.S. equity risks Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

India's next investment boom could be emerging across AI infrastructure, defence and metals. In this episode of The Core Report Special Edition, Abhay Laijawala, MD & Chief Investment Officer, India, Lighthouse Canton, joins financial journalist Govindraj Ethiraj to explain the biggest investment opportunities shaping India's stock market and economy in 2026.From data centres and AI infrastructure to defence manufacturing, copper, silver and aluminium, Laijawala explains why the next investment cycle may look very different from the one investors have just lived through.India may not dominate the semiconductor or memory chip business yet, but Laijawala argues that the country has a significant opportunity in the wider AI infrastructure ecosystem. Transformers, cooling systems, gensets, electrical equipment and data centre infrastructure could become major beneficiaries as India expands from under 2 GW of data centre capacity today towards an estimated 8 to 10 GW over the coming years.The conversation also looks at why defence manufacturing in India could be at the beginning of a multi-year growth cycle. Rising domestic procurement, stronger order books, exports, missiles, munitions, drones and a growing private-sector defence ecosystem are creating new opportunities outside the traditional large-cap universe.The next major investment theme is metals, particularly copper, silver and aluminium. Copper demand is rising with power grids, renewable energy, electric vehicles and data centres, while constrained global supply could create a significant copper shortage. Silver and aluminium could also benefit from the global shift towards electrification.Laijawala also explains why investors are looking beyond Indian equities towards US stocks, European equities, semiconductors and global diversification, and why gold and silver may deserve a larger place in portfolios as concerns around US debt and the dollar grow.Could India's next investment boom be driven by AI, defence and metals rather than the traditional market leaders?Govindraj Ethiraj and Abhay Laijawala also discuss whether India could be entering an economic cycle similar to 2003 and 2004, with stronger industrial growth, rising bank credit, corporate investment and potentially higher earnings growth.Watch the full conversation for Abhay Laijawala's outlook on the India stock market in 2026, AI infrastructure investment, defence manufacturing, copper and silver prices, aluminium, data centres, global equities, portfolio allocation and India's next investment cycle.Chapters:01:24 What Does Lighthouse Canton Actually Do? 02:47 What Wealthy Investors Want Now 03:54 Are Global Investors Still Committed to AI? 06:27 What Does It Mean When Investors Get Flushed Out? 07:06 Why Power and Copper Matter to India's AI Future 10:13 Where Will India's Next Industrial Growth Come From? 11:43 Which Equipment Is on the Approved List? 12:15 Will More Companies Enter This Opportunity? 13:21 How Industry Is Preparing for What's Next 14:11 Can India Capitalise on Rising Copper Demand? 20:16 Where Are India's Next Big Investment Themes? 22:56 Why Mining Could Matter More to Investors 24:15 Where Do Copper, Silver and Aluminium Go From Here? 26:54 How Should Investors Allocate Across Asset Classes? 29:00 Where Are the Next Opportunities in Defence? 32:32 What Are India Inc.'s Earnings Telling Investors? Could India's next investment boom come from AI infrastructure, defence manufacturing and metals? Govindraj Ethiraj and Abhay Laijawala discuss India's stock market outlook for 2026, data centres, AI investment, defence, copper, silver, aluminium and the next investment cycle shaping India's economy. Watch The Core Report Special Edition for the investment opportunities investors should be tracking.#IndiaInvesting #AIInfrastructure #DefenceManufacturing #StockMarketIndia #TheCoreReport #TheCore

48:01- Gen. Jack Keane, a retired 4-star general, the chairman of the Institute for the Study of War and Fox News Senior Strategic Analyst Topic: Iran looking to recover and rebuild what it lost 59:02- Eileen Chapman, Director of the Bruce Springsteen Center for American Music Topic: Ocean/Monmouth County Spotlight 1:06:27- Mike Gallagher, radio talk show host heard weekday mornings at 10 a.m. on AM 970 The Answer Topic: Primary results 1:27:21- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:40:49- Tom Del Beccaro, attorney, acclaimed author, speaker and the former Chairman of the California Republican Party Topic: Democrats no longer have the No. 1 weapon to keep their socialist wing in line (Fox News op ed) 1:54:04- Alan Dershowitz, Harvard Law Professor Emeritus, host of "The DerShow," and the author of "The Ten Big Anti-Israel Lies: And How to Refute Them with Truth" and the new book "The Preventative State" Topic: 250 antisemitic incidents in NYC schools since October 7th; Legalities of the ballroom 2:03:18- Pastor Dave Watson, Senior Pastor of Calvary Chapel on Staten Island, Founder and President of the New York Institute of Biblical Studies, and the host of "God in Our City" on WMCA Topic: Significance of earthquakes; Understanding the BibleSee omnystudio.com/listener for privacy information.

Nosipho Radebe is in conversation with Zwelakhe Mnguni, Chief Investment Officer at Benguela Global Fund Managers See omnystudio.com/listener for privacy information.

In this episode of The Greatness Machine, Darius Mirshahzadeh sits down with Sébastien Page, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, award-winning investment researcher, and author of “The Psychology of Leadership,” for a wide-ranging conversation on what it truly takes to lead at the highest levels. Sébastien shares his remarkable origin story, crossing the Canadian border in a red Jetta with little more than a computer and a bag of clothes to chase his dream of working in financial markets.  From there, the conversation dives deep into the psychology behind elite performance, covering mastery vs. ego mindsets, goal-induced blindness, positive psychology, stress management, and the foundational role of relationships in both leadership and life. The episode is equal parts practical framework and personal reflection, offering leaders at every level a roadmap for managing themselves before they can effectively manage others. In this episode, Darius and Sébastien will discuss: (02:16) From Quebec to Managing Trillions: Sébastien's Journey (06:32) Mastery vs. Ego: A Better Way to Lead (13:36) Why Great Leaders Separate Luck from Skill (16:42) How to Turn Stress into Peak Performance (22:16) Why the Basics Beat Endless Optimization (28:29) The Hidden Danger of Goal-Induced Blindness (32:25) The Four Pillars of a Meaningful Career (35:00) Building a Cathedral: Creating Purpose at Work (42:32) Leading Teams Through the Age of AI (48:34) Redefining Success Beyond Money and Status (54:53) The Greatest Barrier to Success Is a Lack of Resilience Sébastien Page is the Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, where he oversees more than $500 billion in assets under management. A recognized investment leader and award-winning researcher, he has authored multiple books on finance and leadership, including “The Psychology of Leadership”. Sébastien is a frequent contributor to CNBC and Bloomberg TV and has been featured in The New York Times, The Wall Street Journal, and Barron's. Connect with Sébastien: LinkedIn: https://www.linkedin.com/in/sebastien-page Instagram: https://www.instagram.com/sebastienpagebook/ Book: https://www.psychologyofleadership.net/  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness. 

In 2010, Brian Belski said we were entering a 25 year bull market. Fifteen years later, he hasn't changed his tune.  Brian Belski, CEO and Chief Investment Officer of Humulis Investment Strategies, sits down with SoFi Chief Market Strategist Liz Thomas to share his perspective on today's bull and what could shake it. He also discusses how Humulis is approaching current market conditions, including why he believes knowing what you don't know can be just as valuable as having all the answers.  Brian also discusses why he's looking beyond tech and what he's seeing in other areas of the market, including the financial sector. He shares how that broader outlook shapes his continued confidence in the American consumer. This episode is for informational purposes only and should not be considered investment advice. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

What happens to your retirement portfolio when the next major market downturn arrives? Markets can spend years moving higher, making it easy to forget how quickly conditions can change. Preparing for uncertainty often starts long before volatility returns. In this episode, Robert Curtiss speaks with James St. Aubin, CFA®, CAIA®, Chief Investment Officer and Portfolio Manager at Ocean Park Asset Management, about protecting portfolios during market declines without relying solely on traditional diversification.  They explore trend following strategies, downside risk management, investor psychology, portfolio construction, changing stock and bond correlations, the strengths and limitations of AI investment tools, and why maintaining a disciplined investment process becomes increasingly important as retirement approaches. Key points: How trend following strategies seek to reduce large portfolio drawdowns through disciplined investment rules Why diversification alone may not provide enough protection during certain market environments How retirement timing changes an investor’s ability to recover from significant portfolio losses What recent bond market performance reveals about changing stock and bond correlations Why AI investing tools should support, rather than replace, thoughtful financial decision making And more! Resources: Educational videos (bottom of the page) Connect with James St. Aubin: LinkedIn: James St. Aubin Website: Ocean Park Asset Management Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Co-founders David Wright and Kenneth Sleeper. An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research, and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.

On this episode, Watson School dean and economist John Friedman spoke with Todd Fisher, a 1987 graduate of Brown University, about the inner workings and long-term effects of the CHIPS and Science Act. Fisher served as Chief Investment Officer of the White House's CHIPS Program Office from January 2023 to March 2025, and currently serves on the Watson School's Board of Governors.The Act, which was passed under President Biden, provided unprecedented government subsidies to the United States semiconductor manufacturing industry, reimagined how government can support private industry, and offered lessons for anyone interested in how to make government work more efficiently.John and Todd discuss the main opportunities and challenges the CHIPS Office faced, how the office's approach differed from previous models of public-private partnership, and what it was like trying to, as Todd describes, build a “startup within government.” They also discuss his current role as Senior Director of Strategic Initiatives and Economic Opportunity in the office of New Jersey Governor Mikie Sherrill.Read more about the CHIPS Program and Fisher's work at the “Factory Settings” Substack.Watch this conversation on our YouTube Channel.Transcript coming soon to our website.

Most high-income W-2 earners eventually run into the same problem. Their income gets better, but their structure does not. Airline pilots are one of the clearest examples. They can earn exceptional money, receive strong retirement contributions, and build what looks like a very successful financial life on paper. But as the income grows, so does the constraint: almost all of it is active, highly taxable, and tied to a system that gives them very few levers to pull. And pilots are not the only ones facing this. Doctors, executives, engineers, senior tech employees, corporate leaders, and employees sitting on major equity events can all end up in the same position. A big salary, bonus, liquidity event, or IPO can create life-changing income, but if that income is still flowing through a W-2 structure, the tax problem does not disappear. In many cases, it becomes more obvious. In this episode of Money School Elite, I sit down with Ryan Gibson, former airline pilot and co-founder of Spartan Investment Group, to talk about the difference between earning more money and changing the facts of your financial life. Ryan spent 17 years as an airline pilot before building a self-storage company with 90 facilities, roughly 7.5 million square feet, and about 200 employees. He understands the high-income W-2 problem because he lived it, and his perspective goes beyond simply making more, saving more, or maxing out retirement accounts. We get into why pilots and other high earners often pay more in taxes as their income rises, how strong retirement contributions should change the way they think about excess cash flow, why ownership opens up tax advantages employees often cannot access, and how self-storage can give investors exposure to real estate without buying themselves another job. This is not really a conversation about pilots, and it is not only about self-storage. It is about how high-income earners can turn income into structure, ownership, cash flow, tax efficiency, and long-term financial control.   About the Guest Ryan Gibson is the Co-Founder, President, and Chief Investment Officer of Spartan Investment Group, a commercial real estate firm focused on self-storage and private real estate investment opportunities. A former airline pilot with 17 years of active flying experience, Ryan brings a unique perspective to wealth-building for high-income W-2 professionals, especially pilots who are earning high incomes but often facing significant tax challenges. Through Spartan Investment Group, he helps individual investors access private real estate opportunities designed to create diversification, cash flow, tax advantages, and long-term wealth outside the traditional W-2 and 401(k) framework. Spartan has grown into a national self-storage platform with 90 facilities, roughly 7.5 million square feet, and approximately 200 employees. Ryan's real estate experience spans residential development, self-storage, infill development, finance, sales, marketing, investor relations, tax foreclosures, inherited homes and estates, and real estate syndication. He is also the co-founder of Passive Income Pilots, a platform and podcast that educates pilots and other high-income professionals on passive investing, tax strategy, real estate, and building wealth beyond the paycheck.   Spartan Investment Group: spartan-investors.com Join the Free Academy: ryan@spartan-investors.com Passive Income Pilots Podcast: https://passiveincomepilots.com/ Ryan Gibson on LinkedIn: https://www.linkedin.com/in/ryan-gibson1/   About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast    

Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, explains why rising forward earnings estimates should continue to support stocks and why he expects tech to lead despite potential headwinds over the next two months. Earnings from Cisco and Cerebras, including reaction from Wedbush's Matt Bryson. David Snyder, Managing Principal and Chief Investment Officer at Journey 1 Advisors, explains why he remains heavily invested but has added hedges as he prepares for the possibility of a correction or bear market. He identifies a potential oil price spike as a key risk that could tighten financial conditions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our guests today are Chung Ma, Deputy Chief Investment Officer of the Virginia Retirement System, and Vivian Lau, CEO and CIO of Senado Management. Beyond their remarkable careers, Chung and Vivian share a unique personal connection—they are cousins who grew up together in the same household in Flushing, New York. Chung helps oversee the investment portfolio of the Virginia Retirement System, one of the largest public pension funds in the United States, managing more than $100 billion on behalf of public employees and retirees. His expertise spans asset allocation, portfolio construction, risk management, trading systems, and long-term institutional investing. Vivian is the founder of Senado Management, a special situations investment firm focused on opportunistic investments across credit, equities, and private markets. Most recently, she led Strategic Themes investing at Sixth Street and previously served as Co-Chief Investment Officer of Serengeti Asset Management after beginning her career in Goldman Sachs' renowned Special Situations Group, where she became a Managing Director at just 28 years old. Today we'll explore their career journeys, how they each developed their investment philosophies, and how two cousins from the same family built exceptional careers across public and private investing. Without further ado, here is our conversation with Chung and Vivian.

Raymond Cheng highlights the recent resumption of the Yen downtrend against the USD after intervention, and discusses outlook on the currency pair and Japan equities.Speaker:- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

The easy gains may be over, but the case for bonds is not. Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Investment Management in South Africa, unpack why attractive yields, easing inflation and South Africa's underpriced reform story could make fixed income a source of return, not just protection, and what could still spoil the opportunity. Investec Focus Radio SA

Bitwise's CIO Matt Hougan and Head of Research Ryan Rasmussen break down why institutional ETF investors kept buying through the summer's 50% drawdowns and explain why they expect the next bull market to look a lot different than previous ones. They also make the case that ETF flows are expanding, what institutional allocators really want to buy, and the long-term forecasts for top digital assets.Matt Hougan is the Chief Investment Officer at Bitwise, and Ryan Rasmussen is the Head of Research at Bitwise, one of the largest digital assets asset managers with a suite of digital asset ETFs spanning Bitcoin, Ethereum, Solana, and beyond.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:00 Market Structure Shifting03:01 Is The Four Year Cycle Compressing?08:07 Positive ETF Flows Since July 1st13:55 Why Institutions Buy Majors, Not Apps (Yet)15:21 Digital Asset Natives See A Different Opportunity18:05 Bitcoin Starting To Trade Like Gold20:42 Institutions Are Getting Sophisticated Now30:59 Hyperliquid & Zcash Bull Thesis37:04 Memes Aren't Sustainable Guest Socials:Matt Hougan X: https://x.com/Matt_HouganRyan Rasmussen: https://x.com/RasterlyRockBitwise X: https://x.com/BitwiseBitwise Website: https://bitwiseinvestments.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---

Rajan Bansi sits down with Richard Pan, Chief Investment Officer of China AMC — Mackenzie's strategic partner in China — to explore why global investors are increasingly turning to Chinese equities. Richard shares his framework for China's AI capabilities, the country's renewable energy advantage, and why Western investors may be significantly underweight a market that represents 17% of global GDP and 49% of global patent applications. The conversation closes with his vision for Chinese companies evolving into true global brands over the next decade.

Beginners don't need predictions, complex models, or fancy tools. They need a calm, repeatable process for understanding real businesses and how they make money. Sebastian Evans is the CIO and Executive Director at NAOS Asset Management. In this episode he explains how beginners can cut through noise, avoid common traps, and build a simple framework for long‑term investing.We cover business models, annual reports, sentiment, stop‑losses, industry analysis, software stocks, and how AI can help investors work smarter. Sebastian also shares insights from nearly two decades of managing concentrated micro‑cap and small‑cap portfolios.Sebastian Evans is the Chief Investment Officer and Managing Director of NAOS Asset Management, a boutique Australian fund manager focused on concentrated, long‑term investing in emerging and small‑cap companies. NAOS runs three listed investment companies (NCC, NSC, NAC) and is known for its disciplined, high‑conviction approach. Find out more at NAOS Asset Management

Jonathan Liang discusses the softer than expected US jobs report released on Aug 7 and talks about its implications for the policy outlook from the Fed.Speaker: - - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In today's episode, we welcome Don Wordell, CFA, Chief Investment Officer of Ceredex Value Advisors, an institutional asset manager specializing in value-oriented domestic small, mid and large cap equity strategies. Don has been with the firm since 1996, starting with Ceredex's predecessor firm as a research analyst covering value equity strategies. He became portfolio manager of the Mid-Cap Value Equity strategy in 2001 and portfolio manager of the Small Cap Value Equity strategy in 2023. Don earned a B.S. in finance and an M.B.A from the University of Central Florida. He has been a Chartered Financial Analyst (CFA®) charterholder since 2004. In our conversation, Don discusses his transition into the CIO role, Ceredex's investment philosophy, and why valuation alone is never enough to make a stock attractive. We explore the changing small-cap landscape, the impact of private equity on public markets, and why active management remains critical in less efficient areas of the market. A major focus of the discussion is the emergence of the "Physical Economy." While much of the market remains focused on software and mega-cap technology companies, Don argues that many of the most compelling AI-related opportunities may be found in the power, infrastructure, manufacturing, cooling, and data center ecosystems required to support AI's growth. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) and Jeff Goll, CFA (Head of Capital Markets, Hillpointe) Please enjoy the episode. You can follow us on LinkedIn or at InvestorsFirstPodcast.com. Show Notes: Whitepaper: Finding Value in the Physical Economy: https://www.ceredexvalue.com/articles/finding-value-in-the-physical-economy Ceredex Value Advisors: https://www.ceredexvalue.com

What is really driving the markets in 2026? In this episode of RHP Market Talk, Natalie Picha, Partner and Chief Experience Officer, and Glenn Royal, CFP®, Partner and Chief Investment Officer, look beyond the headlines to explore the forces shaping today's market—from oil and inflation to interest rates and corporate earnings. They also discuss how AI-driven profit growth can coexist with high bond yields and how RHP remains thoughtfully positioned without reacting to every swing in the news.Why oil shocks look different with China's demand management and refined product constraints Inflation pressure, Fed independence questions, and a quieter communication style from the new Chair weighing AI risks, including ROI discipline and competition from lower-cost Chinese models Putting midterm elections and deficits in context versus earnings and rates If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

War, inflation, and AI are converging to create a high risk moment in the market. But in this bull market, many are seeing high returns. On this episode, Shannon Saccocia, Chief Investment Officer for Neuberger Berman, sits down with SoFi's Chief Market Strategist Liz Thomas to discuss where the big risks are, how they're shifting, and what investors can look out for to manage their exposure.  They discuss how America and China's different approaches to AI build-out will shape the market going forward, the search for the next Mag 7, and how investors should think about investing in this maturing market. This episode is for informational purposes only and should not be considered investment advice. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Building wealth isn't about owning more properties; it's about putting your money to work with intention. In this episode, Dani Lynn Robison shares her journey from cruise ship musician to real estate entrepreneur, explaining how she evolved from turnkey rentals to managing diversified, needs-based investment funds. She breaks down why passive investing, strategic partnerships, and aligning every investment with a clear purpose can create greater financial freedom. Tune in to learn how intentional investing can help you build wealth with confidence and peace of mind.   Key Takeaways To Listen For The surprising difference between owning rentals and creating passive income Why needs-based real estate continues attracting capital across market cycles A mindset shift from being an operator to becoming a capital allocator How every investment dollar should have a specific purpose Best-in-class operators: how they can outperform doing everything yourself   Resources/Links Mentioned In This Episode Chat With Freedom - Freedom Family Investments – Education-First Real Estate Investing Calm Money Never Panics by Dani Lynn Robison | Kindle, Paperback and Hardcover Who Not How by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover   About Dani Lynn Robison Dani Lynn Robison is the Co-Founder, Owner, Chief Investment Officer, and CEO of Freedom Capital Investments, a private equity real estate firm specializing in multifamily acquisitions, asset management, and investor relations. With a background in finance, capital raising, and strategic leadership, Dani has helped grow the firm by combining disciplined investment strategies with a strong focus on building lasting relationships with investors. Passionate about financial education and wealth creation, she is dedicated to helping individuals achieve long-term financial freedom through passive real estate investing while leading a values-driven organization committed to transparency, integrity, and sustainable growth.   Connect with Dani Lynn Website: Freedom Family Investment  LinkedIn: Danielle (Dani Lynn) Robison  Instagram: @danilynnrobison    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Helping family and friends feels generous, but without financial boundaries, good intentions can put your own long-term financial security at risk. Jonathan Shenkman, President and Chief Investment Officer of Park Bridge Wealth Management in New York, joins Rob Hart on the WBBM Noon Business Hour to discuss the cost of being nice.

On this episode of The Distribution, Brandon Sedloff and Raphi Schorr explore what makes inefficient markets the last bastion of alpha in private investing. Schorr, Deputy Chief Investment Officer and Partner at HighVista Strategies, explains how his firm deploys $14 billion across overlooked corners of the market, from lower middle market private equity to venture capital, private credit, and public biotech, where large addressable markets, poor information, and limited competition still reward patient capital and deep networks. They discuss: - Why lower middle market private equity operates beneath the radar of most institutional investors - How backing fund one managers in venture capital creates decades of compounding access - Why 50% of the S&P 500 is venture-backed and what that means for where value is created today - The rise of GP-led secondaries in the lower middle market as sponsors seek to hold their crown jewels longer - How pattern recognition built over 20 years helps identify winning managers and companies in fragmented markets This episode offers a clear view into how experienced allocators find alpha in markets most investors never see. Topics: (00:00:00) - Intro (00:01:05) - Meeting Raphi Schorr and HighVista Strategies (00:02:32) - Mathematics and early investing exposure (00:06:40) - From physics to operations research (00:09:27) - Joining HighVista and the shift to private markets (00:12:10) - Building the firm from day one (00:16:28) - What HighVista does today (00:20:18) - Inefficient markets and where alpha lives (00:24:54) - Pattern recognition in lower middle market PE (00:28:00) - Balancing analytics with relationships (00:31:10) - Access and the venture capital power law (00:34:44) - Backing fund one managers (00:42:29) - Creating optionality through early partnerships (00:48:22) - Structural themes for the next 36 months (00:52:41) - What keeps Raphi up at night (00:54:54) - Closing thoughts on talent and opportunity Speaker Profiles:   Brandon Sedloff     LinkedIn — https://www.linkedin.com/in/bsedloff/     Website — https://brandonsedloff.substack.com/   Raphi Schorr     Linkedin - https://www.linkedin.com/in/raphaelschorr/ Companies:   Juniper Square — https://www.junipersquare.com/   HighVista Strategies — https://www.highvistastrategies.com/

Dustin Reid, Chief Fixed Income Strategist, sits down with Lesley Marks, Chief Investment Officer of Equities, to explore Mackenzie's outlook for the second half of 2026. They discuss earnings expectations in Canada and the U.S., the evolving value-versus-growth dynamic, AI and hyperscale valuations, and the impact of a more hawkish Fed. Lesley shares where disciplined diversification may uncover opportunities amid a more volatile market environment.

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager, and Bill Smead, Chairman and Chief Investment Officer at Smead Capital Management, sit down with Liaquat Ahamed to discuss his book, “1873: The Rothschilds, The First Great Depression and the Making of the Modern World.”Liaquat Ahamed explores 1873 as the first truly global financial crisis, centered on the Rothschild family, then the wealthiest bankers in the world. The conversation traces how the Rothschilds nearly collapsed in 1848, losing 40% of their capital, only to rebuild over the next 25 years into a bank controlling a third of the entire European banking system. Liaquat and the Smeads discuss how market psychology moves in generational cycles, why it can take a full generation to recover confidence after a crash, and how President Grant's decision to defend the gold standard during the 1873 panic prolonged deflation across the U.S. economy.“1873: The Rothschilds, The First Great Depression and the Making of the Modern World,” published by Penguin Press, is available now.Sign up to be notified about new episodes: https://hubs.ly/Q0452V800

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. In this podcast, we talk about Meb's latest book, "Investing in America: The Rise of the 250-year bull market." This book is a US stock market fanatic's dream. It's a coffee-table-style book that breaks down US capitalism by decade, with beautiful charts and pictures and, most importantly, a narrative for each decade highlighting major business highlights, economic shortfalls, wars, and unexpected bumps in the road.   Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

As the Department of Labor reshapes how fiduciaries evaluate 401(k) investments, committees and advisors can't afford to wing it. In this episode, Michael Welz breaks down the proposed DOL safe harbor, the six-factor framework, and what it really means to prudently add alternatives and private assets to defined contribution plans.In this episode, Eric and Michael Welz discuss:Background and intent of the proposed DOL guidanceSix-factor safe harbor framework for investment selectionApplying risk-adjusted returns and appropriate time framesIncorporating private assets into defined contribution plansInvestment policy statements, due diligence, and ERISA litigation riskKey Takeaways:The proposed DOL regulation focuses less on picking “perfect” investments and more on whether fiduciaries follow a prudent, well-documented process.Evaluating performance now explicitly addresses risk-adjusted returns over an appropriate time frame, rather than just raw performance versus benchmarks.The proposed DOL guidance can be considered “investment option neutral” for DC plans, provided liquidity, valuation, and complexity are properly understood and documented.Investment policy statements are the core roadmap for due diligence, and many committees need to revisit and realign them with the new six-factor framework.By aligning committee processes with the proposed safe harbor, fiduciaries can both expand investment menus and potentially reduce excessive ERISA litigation risk.“On presumption of prudence, the process is the important part, not a checklist.” - Michael WelzMichael Welz is President of USI Consulting Group and USI Advisors, Inc., leading the firm's overall direction, strategy, and institutional investment solutions. With over 25 years of investment management experience, he oversees portfolio strategies, market research, and asset allocation, notably incorporating behavioral finance into defined contribution plan consulting. He previously served as USI Advisors' Chief Investment Officer and National Practice Leader for USICG's defined contribution group following a decade with major financial firms. Michael holds a master's equivalent in economics from the University of Cologne, holds CFA, CAIA, and CIMA credentials, and maintains FINRA Series 7, 63, and 65 licenses.Connect with Michael Welz:Website: https://www.usicg.com/ LinkedIn: https://www.linkedin.com/in/michael-welz-cfa-12997821/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.The opinions expressed by guests on the Be More Than a Fiduciary podcast are not necessarily the same as the opinions held by 90 North Consulting, or of Executive Director Eric Dyson.

Dan Ahrens, Managing Director and Chief Investment Officer at AdvisorShares, joins Higher Exchanges for a look inside the world's largest cannabis ETF.Dan explains how he evaluates cannabis companies, builds positions across the MSOS and YOLO ETFs, and decides when a declining stock represents opportunity versus a broken investment thesis.The conversation also covers the financial metrics that matter most, how management quality and capital allocation influence stock selection, why major holdings carry different portfolio weights, and how Dan manages concentration and downside risk.We also get into swaps, custody, counterparty risk, liquidity, and how uplisting could change the investable universe.Higher Exchanges is hosted by Jesse Redmond and Morgan Paxhia.Powered by Flowhub, book a demo today!

James Gauthier is the Chief Investment Officer at Justwealth Financial, and we began our conversation by discussing the disconnect between markets and global risks as we reach the halfway point of the year. He ends with strong opinions on predictive markets and online gambling!

"The long-term drivers for the commodity cycle are intact. The rally that we've seen over the last 24 months, it's just like a teaser of what's coming when you look at broad sort of like landscape ideas in terms of like the exposure of global markets to mining and metals and to energy as well, it's less than 1% in some cases. If that only gets back to long-term averages of 5 to 10%, we're looking at trillions of dollars that are going to roll into our space. We live in a world where companies have trillion-dollar valuations. Why can't our companies [miners] have trillion-dollar valuations?" explains Resource Fund Manager Samuel Pelaez in this MSE episode. Samuel Pelaez is the President, CEO and CIO of Olive Resource Capital Inc. He has dedicated the past decade to financing natural resource projects while serving as Chief Investment Officer and Portfolio Manager at Galileo Global Equity Advisors, and as an analyst at US Global Investors. Mr. Pelaez has been an early investor in numerous resource discoveries and has been an active participant in Canadian resource corporate transactions. Samuel graduated from the Schulich School of Business with Distinction. He also holds a Masters in Finance degree from The University of Cambridge. He was a scholar of the Financial Leaders of Tomorrow Program at the PBOC Graduate School at Tsinghua University in Beijing. Samuel is a CFA charter holder and member of the Toronto CFA Society where he resides. Sam's website: https://olive-resource.com/ 00:00 Intro 00:47 Market Outlook and Fed 02:41 Gold Pullback Opportunity 04:12 Liquidity Spreads to Commodities 07:04 Whales Media and Charts 08:29 Copper Capex and Juniors 13:54 Project Quality and Water 17:13 M&A Drivers Permitting 19:46 Fast 41 and Policy Tailwinds 21:50 Portfolio Construction Focus 24:21 Position Sizing Concentration 28:37 Benchmarking and Learning 34:10 Top Picks to Watch 36:45 Olive Resource Capital Thesis 39:23 Cost of Living Philosophy Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Host Michael Connaughton is joined by Robert Michaud, Co-Founder and Chief Investment Officer of New Frontier. Robert Michaud is co-founder and Chief Investment Officer of New Frontier Advisors, LLC. He brings over 25 years of financial innovations and investment management experience to serve the needs of financial advisors and institutional clients for optimal financial outcomes with four U.S. patents in portfolio optimization and rebalancing technology.  We discuss: Origins & Optimization: Robert shares his journey in quant finance and explains how Monte Carlo resampling fixes classical Markowitz theory's reliance on "perfect foresight". ETFs, Taxes, & Direct Indexing: Covers New Frontier's early ETF strategist models, comparing ETF efficiency to direct indexing while emphasizing risk management over short-term tax alpha. Crypto, Active Management, & Goals: Highlights targeted active strategies in fixed income, evaluating crypto and gold strictly for diversification, and aligning portfolios with personal client goals.   More on Robert and New Frontier https://www.newfrontieradvisors.com/   Jeffrey Megar, CFA Client Portfolio Solutions | New Frontier Advisors, LLC P (617) 648-3906 | M (617) 939-4526 E jmegar@newfrontieradvisors.com

Business and finance news from the Asia-Pacific. A selloff in global semiconductor stocks deepened, as investor sentiment continued to worsen over the sustainability of the artificial intelligence boom. The losses point to deepening concerns over crowded equity positioning and rising corporate debt levels as the AI buildout progresses, with Nvidia Corp.'s fresh round of deals and technological advances from Chinese peers adding pressure. We speak to Lauren Cassidy, Founder & Chief Investment Officer of Founder ETFs. Plus - Oil extended a steep decline after President Donald Trump said that the US and Iran were engaged in talks to try to end the Middle East conflict, with the two sides continuing to hold off on attacks. Bloomberg TV host Haidi Stroud-Watts spoke to S​​ara Vakhshouri, SVB Energy International Founder and President.See omnystudio.com/listener for privacy information.

Most of us think we're pretty good drivers. But even experienced drivers develop bad habits without realizing it. Fortunately, a few simple adjustments can make you a safer, more alert driver—and could even help you avoid a serious crash.https://www.nhtsa.gov/road-safety Ask people to name the greatest investor of all time and chances are Warren Buffett will top the list. So what does he know that the rest of us don't? What principles has he followed for decades that allowed him to build one of history's greatest fortunes—and how can ordinary investors put those same ideas to work? Here to explain is John Longo, Professor of Professional Practice in the Finance and Economics Department at Rutgers Business School and Chief Investment Officer of Beacon Trust, a $3+ billion registered investment advisor. He is co-author of the book, Buffett's Tips: A Guide to Financial Literacy and Life.(https://amzn.to/4fjckqZ) No matter how hard we try to avoid them, disagreements are a part of life. The problem is that too many of them quickly turn into arguments where no one changes their mind and everyone walks away frustrated. But research shows there are surprisingly effective ways to disagree that make people more willing to listen, preserve relationships, and often lead to better outcomes. Here with that practical advice is Julia Minson, a behavioral scientist whose work focuses on the psychology of disagreement. Her research has been featured in TIME, The Atlantic, The Washington Post, and The New York Times. She is a professor at Harvard Kennedy School and author of the book How to Disagree Better (https://amzn.to/4wHHbEx). Many of us are making a common mistake with modern dishwashers that actually makes them clean worse. It feels like the right thing to do, but it can prevent the dishwasher from doing the job it was designed to do—and waste water in the process. https://www.consumerreports.org/appliances/dishwashers/how-to-load-a-dishwasher-a6704518317/ PLEASE SUPPORT OUR SPONSORS WAYFAIR: Ready to upgrade your home for way less? Head to ⁠⁠⁠⁠https://Wayfair.com⁠⁠⁠⁠ right now to shop all things home and get your space ready for less.  QUINCE: Elevate your summer wardrobe. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365-day returns. Now available in Canada, too! SHOPIFY: It's time to turn those "what ifs" into CHA CHING with Shopify Today! Sign up for your $1 per month trail and start selling today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Shopify.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ INDEED: Get a $75 Sponsored Job credit to help get your job the premium status it deserves at ⁠⁠⁠https://Indeed.com/PODCAST⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capital and the Mellon Foundation, with a mandate to build a best-in-class endowment from a clean sheet of paper. Our conversation traces Michelle's lessons learned working at Goldman Sachs, a growing OCIO, and a foundation that shaped her investment philosophy and views on portfolio construction, risk management, and manager selection. We then turn to the transformation of NYU's investment office from the ground up across governance, portfolio strategy, investment process, and the team. Along the way, we discuss manager selection, emerging managers, venture capital, hedge funds, AI, stress tests, and what it takes to build an enduring investment organization. Any leader should see for themselves the benefits of elite coaching. Try ALEX: tryalex.admiredleadership.com. Learn more about our Strategic Investments: OWL. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)  

En este episodio de la séptima temporada de Análisis BIVA, nos acompaña Andrés Moreno, Chief Investment Officer de Afore SURA, quien nos habla sobre cómo la reforma de pensiones está transformando el sistema de ahorro en México y los sectores que impulsarán el crecimiento del país. Conducido por María Ariza, Directora General de BIVA.

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this quarterly market update episode, Eric Cramer, Chief Investment Officer at BIP Wealth, along with Kyle Schmidt of the BIP Wealth Baseball Division hop on for a mid-2026 check-in on markets, tax strategy, and financial planning for professional baseball players and their families. The conversation covers Monte Carlo simulation and tax-efficient planning, a first look at BIP Wealth's short-term municipal bond strategy, insights on the wave of private equity exits expected later this year, a candid look at stretched valuations in the technology sector, a preview of how the midterm election landscape could shape tax and monetary policy, and a fascinating breakdown of what actually predicts life expectancy — plus why VO2 max matters more than you think. Whether you're a professional athlete navigating a signing bonus, an investor watching the S&P 500 and Russell 2500 diverge, or just curious about the financial world behind the game, this episode blends baseball, markets, and long-term planning. Key Topics Using Math to Your Advantage Short-Term Municipal Bonds  Private Equity Exit Wave  Market Valuations & Tech Sector Risk 2026 Market Performance Snapshot Political Landscape & the Midterms The Life Expectancy Trivia Question CONTACT For more information: jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, jhermida@bipwealth.com Visit: BIPWealth.com

In this episode of Pillars of Wealth Creation, Todd Dexheimer sits down with Ryan Gibson, President, CIO, and Co-Founder of Spartan Investment Group, to discuss why self-storage continues to be one of the most resilient real estate asset classes. Ryan shares how Spartan has grown to more than 90 facilities through its vertically integrated platform and explains what continues to drive demand—from rising housing costs and smaller homes to the growing need for business and personal storage. Ryan also breaks down his 10-30-30-30 wealth allocation strategy for high-income earners, why diversification matters, and how today's lending environment is creating attractive investment opportunities. Whether you're an active or passive investor, this episode offers valuable insights into self-storage, portfolio allocation, and the future of the industry. Favorite Book: What It Takes By Stephen A. Schwarzman Pillars of Wealth Creation 1. Live every day like it's Saturday 2. Family connectedness (Relationships) 3. Happiness with what you do (work, volunteering, community, etc.) Ryan Gibson is the President, Chief Investment Officer, and Co-Founder of Spartan Investors Group (SIG). Before transitioning into commercial real estate, Ryan spent nearly two decades as a commercial airline pilot, where he developed the discipline and analytical mindset that now guide his investment philosophy. Today, he has organized over $450M of private equity for Spartan's projects. Ryan has experience managing the development of SIGs projects in challenging markets. Ryan is also the co-host of the Passive Income Pilots podcast, where he helps busy professionals build long-term wealth through passive real estate investing. If you would like to connect with Ryan, visit the website: Spartan-investors.com or emailing Ryan@spartan-investors.com. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Ben Emons, Founder and Chief Investment Officer of FedWatch Advisors, to break down the market fallout from Moonshot AI's Kimi K3 and why the Fed is now actively debating rate hikes rather than cuts ahead of the August 7th CLARITY Act deadline. Nadine Chakar, Managing Director and Global Head of Digital Assets at DTCC, explains how the firm moved tokenized securities into live production and outlines DTCC's role as an institutional multi-chain orchestrator ahead of a full commercial launch. The conversation turns to ETF flows, where Bitcoin funds finished last week with $76 million in net inflows despite a $425 million outflow on Monday alone, and Ethereum ETFs outpaced Bitcoin inflows led by $135 million into BlackRock's ETHA. Finally, Bilal Little, Global ETF Strategist at Direxion, unpacks the debut of BTCU and EVMU — the industry's first 2x leveraged spot Bitcoin and Ether ETFs — explains why an ETF wrapper beats margin on a crypto exchange for retail traders, and responds to Bloomberg ETF analyst Eric Balchunas's thesis that Bitcoin ETFs will mirror gold's 22-year "triumph and pain" trajectory. The episode closes with the Fear and Greed Index at 29. - Learn more at https://www.bullish.com/. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: https://policy-regulation.coindesk.com/. - To get market moving news delivered daily, download CoinDesk's mobile app: https://linktr.ee/coindeskapp. - Timecodes: 00:00 Welcome to Public Keys 00:22 Ben Emons (FedWatch Advisors) Joins Public Keys 00:48 China's Kimi K3 Rattles Chip Stocks Friday 01:42 Bitcoin Holds $64K, While AI Sells Off 02:59 Crypto Miners Pivot to AI: HUT8 Up 14% 03:58 Kimi K3 vs. DeepSeek: This Time It's a Price War 05:03 AI Selloff Tightens Financial Conditions, Helps Fed 06:32 Fed Now Debating Rate Hikes, Not Cuts 06:58 CLARITY Act Deadline: August 7th 09:15 DTCC Takes Tokenized Securities Into Live Production 09:36 Nadine Chakar on the 10-Year Journey to Live Tokenization 13:45 DTCC's Multi-Chain Roadmap 15:26 DTCC's Digital Twin Framework 18:14 Bitcoin ETF Flows: $76M Week Masks $425M Monday Outflow 18:49 Ether ETFs Outpace Bitcoin; Robinhood Chain Hits $800M+ Daily Volume 19:35 Bilal Little (Direxion) on the First 2x Spot Crypto ETF Debut 22:42 How BTCU and EVMU Work — and Why Not Just Use Margin? 25:50 Do Bitcoin ETFs Mirror Gold? 27:38 Fear and Greed Index at 29

My guest today is Cullen Roche. He is a financial executive, author, and investor. He is also the Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds, a financial planning firm that focuses on holistic financial advice. The topic is his book Your Perfect Portfolio: The Ultimate Guide to Using the World's Most Powerful Investing Strategies. In this episode of Trend Following Radio we discuss: Investment strategies and portfolio construction Trend following vs. buy-and-hold investing Rules-based strategies Government intervention, markets, and economic incentives AI's impact on entrepreneurship Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

Charles Payne is joined by Rebecca Walser, Chief Investment Officer at Walser Wealth Management, to discuss how political resistance and soaring energy costs threaten America's lead in the AI race and why market volatility shouldn't shake tech investors, and to identify market opportunities in tech and networking giants like Microsoft and Belden, as well as disruptive innovators like Netflix.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, is joined by Emily Wiener, Chief Investment Officer of the TIAA General Account, and Dan Close, Head of Municipals at Nuveen, to discuss the role taxable municipal bonds can play in resilient, liability-aware insurance portfolios. They examine why municipal bonds remain a vital source of infrastructure financing and how taxable munis can provide high-quality, long-duration exposure.   The conversation explores relative value beyond headline spreads, including credit quality, default and recovery experience, downside protection, supply dynamics, and the importance of specialized research. Emily and Dan also discuss how TIAA uses municipal bonds as portfolio ballast and why experienced market access matters in a diverse and highly specialized asset class.

At the end of last year, Neuberger's investment leaders laid out five themes to guide investors through 2026. Since then, a regional war in the Middle East and a global oil shock have reshaped the macro landscape — testing some calls while reinforcing others. Policy divergence has exploded wider. The AI buildout has accelerated beyond expectations. And markets are navigating a frothier, more dispersed environment heading into the second half. On this episode of Disruptive Forces, host Anu Rajakumar is joined by Shannon Saccocia, Chief Investment Officer, Wealth, and Jeff Blazek, Co-Chief Investment Officer, Multi-Asset, for a candid mid-year assessment. Together, they discuss: Why the policy divergence call earned top marks, and how a new Fed chair complicates the outlook How AI spending surpassed even bullish expectations, with hyperscaler CapEx now exceeding $800 billion What went wrong with the long-rates thesis and why not all duration is created equal Where equity broadening is showing up (and where it isn't) Why being a liquidity provider in private markets continues to be rewarded How investors should think about dispersion, discipline, and positioning for the second half   This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Use of Artificial Intelligence Tools. Neuberger may utilize AI tools in its business operations to improve operational efficiency and for assistance in research and analyzing data among other uses. AI tools are dependent on historical data, consequently, if the content or analyses that AI applications assist Neuberger in producing are or are alleged to be deficient, inaccurate, or biased, a client account may be adversely affected. Additionally, AI tools used by Neuberger may produce inaccurate, misleading or incomplete responses that could lead to errors in Neuberger's and its employees' judgement, decision-making, investment research or other business activities, which could have a negative impact on the performance of a client account. The application of AI in investment processes, research, or analysis is evolving and subject to limitations, including data quality, algorithmic biases, and interpretive errors. AI outputs should not be relied upon as the sole basis for investment decisions. No assurance is given regarding the accuracy, completeness, or timeliness of information generated by AI. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger" name and logo are registered service marks of Neuberger Berman Group LLC. © 2026 Neuberger Berman Group LLC. All rights reserved. M-003555  

50:48- Col. Kurt Schlichter, Attorney, Retired Army Infantry Colonel with a Master's in Strategic Studies from the United States Army War College, Senior Columnist at Town Hall, and the author of the upcoming book "American Warlord" Topic: Latest in Iran; Todd Blanche; Other military and legal news 1:02:20- Shahar Azani, Middle East commentator, Former Israeli Diplomat and Former Spokesperson of the Israeli Consulate in New York Topic: "The US-Israel strategic alliance – partnership, not charity" (Fox News opinion) 1:26:28- Mark Morgan, Visiting Fellow at the Heritage Foundation, Former Acting Commissioner of U.S. Customs & Border Protection, Former Acting Director of ICE, and Former Assistant Director with the FBI Topic: President Trump overturns suspension of ICE traffic stops 1:36:13- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:47:01- Gregg Jarrett, Legal and political analyst for Fox News Channel and the author of "The Trial Of The Century" Topic: Todd Blanche confirmation hearing 2:01:40- Gordon Chang, Asia expert, columnist and author of "China is Going to War" Topic: China allegedly cheating on its trade deal; China surpassing U.S. in global favorability 2:12:09- Pastor Dave Watson, Senior Pastor of Calvary Chapel on Staten Island, Founder and President of the New York Institute of Biblical Studies, and the host of "God in Our City" on WMCA Topic: Teaching business ethics; Canadian wildfires and the Book of Revelations; The value of a human soulSee omnystudio.com/listener for privacy information.

How do top leaders excel under pressure and what can AI teach us about leadership? Discover the unexpected link between high-stakes decision-making and the psychology that drives both great athletes and executives. Join host, Adam Contos as he welcomes Sébastien Page, the head of Global Multi-asset Division and Chief Investment Officer at T. Rowe Price, overseeing over $500 billion in assets. Sébastien, with decades of leadership experience and a deep dive into positive sports and personality psychology, shares insights from his award-winning research and book, 'The Psychology of Leadership.' You'll learn why leading yourself is the first step to leading others, how stress can be your ally, and the counterintuitive power of admitting 'I don't know', in this powerful episode of Start With a Win.Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, where he oversees more than $500 billion in assets under management. With more than two decades of leadership experience, he is also a recognized researcher in psychology and investing.A two-time author and six-time award-winning researcher, Sébastien is a frequent guest on CNBC and Bloomberg TV and was named a LinkedIn Top Voice in Finance in 2022. His latest book, The Psychology of Leadership, was released in 2025.He lives in Maryland with his wife and children and enjoys exploring the intersection of leadership, psychology, and investing.00:00 Intro02:24 Lead yourself, what?05:05 HR is not what you think it is!09:20 What makes people thrive?13:20 Best people/leaders know this! 16:05 Part of leadership is this… 18:35 Leaders, TRY THIS.21:20 What are we missing to get the team to perform their best?26:17 Listen for 2 mins and then rewind, this is not in his book! 29:09 It may be this, but it still works…    https://www.psychologyofleadership.net/https://www.instagram.com/sebastienpagebook?igsh=MWk2cWV2c2JmNGhiNA%3D%3Dhttps://www.linkedin.com/in/sebastien-page/ ===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Attention is back on the Strait of Hormuz after a weekend of fresh attacks cast doubt on the chances of a diplomatic end to the conflict. Oil prices are reacting to the strikes and President Trump's announcement that the blockade has been reinstated. The Bahnsen Group's Founder, Managing Partner, and Chief Investment Officer, David Bahnsen, joins FBN's Taylor Riggs to break down why the markets are ignoring the geopolitical flare-ups. Plus, San Francisco's AI boom is creating a new housing dynamic. Learn more about your ad choices. Visit podcastchoices.com/adchoices

July 10, 2026 – Jeffrey Huge, Chief Investment Officer at JWH Investment Partners, tells Jim Puplava that the market's gains are being driven by extreme concentration in technology and semiconductors. He cautions that a significant portion of...