Podcasts about Chief investment officer

My guest today is Mike Wilson, Morgan Stanley's Chief U.S. Equity Strategist and Chief Investment Officer. In today's episode, Mike Wilson explains how a rolling recession has given way to a staggered recovery, and why he expects leadership to broaden beyond mega-cap stocks into small caps, cyclicals, and international markets. He highlights growing risks from AI disruption, private credit weakness, and the Iran conflict. To close, Mike discusses a shift beyond the traditional 60/40 portfolio toward a more flexible 60/20/20 approach that includes assets like gold. (0:00) Starts (1:31) Mike Wilson on rolling recessions and rolling recoveries (5:28) Market implications of Iran conflict (9:52) Market cap weight vs. equal weight indices (15:41) Is 60/20/20 the new 60/40? (23:23) Geopolitical shocks (35:48) AI's impact and bullish on healthcare (42:03) Outlook for global economic recovery ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Register for Alpha Architect's LIVE HIDE webinar on March 26th ⁠here⁠. Want to Learn More about Alpha Architect? Visit ⁠www.funds.alphaarchitect.com⁠ Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Across Protocol wants to retire its token in exchange for equity. Is the DAO model structurally broken? Thank you to our sponsor! Adaptive Security With Across Protocol proposing to retire its ACX token in favor of equity, a long-simmering question in crypto governance is finally breaking into the open: do token holders actually have meaningful ownership, or just the illusion of it?  As the regulatory environment under the new U.S. administration shifts dramatically from the Gensler era, the structures that crypto teams were forced to build may now be working against the very communities they were meant to serve.  Ryan Yi, founder of Onchain Group, and Felipe Montealegre, co-founder and CIO of Theia, have studied these incentive structures closely, and what they have found is uncomfortable. From PumpFun's suppressed valuation to the perverse incentives baked into token buyouts, this conversation examines whether the DAO model was ever built to last, and what governance actually needs to look like if crypto is going to compete with global finance. Guests: ⁠⁠⁠⁠Ryan Yi, Founder of Onchain Group ⁠⁠⁠⁠Felipe Montealegre, Co-Founder & Chief Investment Officer at Theia Links: Read our Aave deep dive here Learn more about your ad choices. Visit megaphone.fm/adchoices

Father Emmanuel Lemelson is an American-born Greek Orthodox priest, hedge fund manager, investor, and social commentator. Ordained in 2011 in the Greek Orthodox Archdiocese of America, he has served in various parishes while leading Lemelson Capital Management as Chief Investment Officer, where he applies a value-based, Christian-informed approach to investing. He hosts The Fr. Emmanuel Lemelson Podcast, critiquing corruption in Wall Street, Washington, the pharmaceutical industry, Christian Zionism, technocracy, and geopolitical issues through an Orthodox lens. You can find Fr. Emmanuel here:https://youtube.com/@Lemelson https://twitter.com/Lemelson https://instagram.com/lemelson/ Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Get your voice heard: Text Shaun 587-217-8500

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

Join us in Vegas for Podjam 3! Barry Ritholtz 31 minutes Jonathan Miller 1:28 Colby Hall 2:42  Subscribe and Watch Interviews LIVE : On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them  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. Jonathan Miller is the Director of Markets for StreetMatrix, a real-time home price index series used by the financial services sector to track local, regional, and national housing markets in the United States. I'm also the President and CEO of Miller Samuel Inc., a real estate appraisal and consulting firm I co-founded in 1986. For 32 years, I authored a series of market reports for Douglas Elliman Real Estate, considered the "report of record," which accounted for 50% of their media coverage. My market reports analyzed the New York City metropolitan area, Boston, parts of Florida, California, Texas, Connecticut, and Colorado that were relied on by the media, financial institutions, and government agencies, including the Federal Reserve, Internal Revenue Service, U.S. Department of Housing and Urban Development, the NYC Office of Management and Budget, and others. I am an Adjunct Associate Professor of Architecture, Planning, and Preservation in the Master of Science in Real Estate Development (MSRED) Program at Columbia University, where I teach market analysis. I've guest lectured at institutions including New York University, Harvard University, The Wharton School of the University of Pennsylvania, Columbia University, and Drexel University, and am also a New York State Real Estate Instructor for qualifying and continuing education courses and a New York State Real Estate Appraiser Instructor for qualifying certified general and continuing education courses. I co-authored a research paper for NYU School of Law and the NYU Wagner Graduate School of Public Service's Furman Center for Real Estate and Urban Policy titled The Condominium v. Cooperative Puzzle: An Empirical Analysis of Housing in New York City, published in 2007 by the Journal of Legal Studies at the University of Chicago. Back in 2010, I developed pending home sale indices for the Washington, D.C., and Baltimore metro areas, and Central Pennsylvania, on behalf of Bright MLS, one of the largest multiple listing services in the U.S. One of my favorite activities is serving on the New York City Mayor's Economic Advisory Panel, representing the residential real estate sector, and the New York State Budget Division Economic Advisory Board. I've also participated in valuation studies with academic institutions, including New York University, Princeton University, Columbia University, and Baruch College. I participated in and co-authored an epic research paper as part of the Urban Land Institute Advisory Services for the city of Norfolk, VA (its flooding problems are getting worse). I also authored a white paper for One Fine Stay, a hospitality brand owned by AccorHotels, titled "The Future of Luxury New Development in New York: Leaving $1 Billion on the Table." In the valuation world, I am a state-certified real estate appraiser in New York and Connecticut, and I provide expert witness testimony in various local, state, and federal courts. I hold the Counselors of Real Estate (CRE) designation. I am also an Appraiser "A" Member of the Real Estate Board of New York and a former two-term President of RAC, a premier appraisal organization whose members focus on complex residential properties for relocation, litigation support, testimony, and reviews. As a result of my extensive writing and investigative research on this Housing Notes platform, I brought public attention to the misconduct of two key institutions in the appraisal profession: The Appraisal Foundation and The Appraisal Institute. As a result, I became an expert witness for the Appraisal Subcommittee at FHFA in Washington, DC, which aired for three hours on C-SPAN in 2023. One memorable thing that came out of my appearance was the birth of my fourth grandchild during the session. On the personal side, I'm clearly a homebody and love hanging out with my wife, whom I met in college in 1980, greasing donut trays at 5:30 am at the student bakery, a part of the second-largest non-military cafeteria in the world, located at Michigan State University. There is nothing better than when any of our four sons and their significant others, including the grandchildren, are in town. For our fortieth wedding anniversary, my wife and I went to Antarctica (perhaps I'm not a homebody?) While I'm at it, a couple of formative childhood adventures: At 12 years old, I climbed to the snow line of Mt. Kilimanjaro (leadership said I was too young to summit - boo!) In middle school, I traveled to the Soviet Union on a study abroad program before the wall fell. When I was a teenager and before I got my driver's license, I rode my bicycle from Oregon to Virginia in the summer of 1976, carrying all my gear (my parents claim they gave me a one-way airplane ticket to fly across the US, and I came back!) At age 25, I co-founded Miller Samuel because I didn't know any better. In my offline hours, I love to read, explore new music, try to make snow, attempt to catch lobsters, and endeavor to connect to my backyard birdhouse camera from whatever airplane I happen to be flying on. Contact Jonathan Colby Hall is the Founding Editor of Mediaite.com. He is also a Peabody Award-winning television producer of non-fiction narrative programming, became a media contributor to NewsNation in March of 2023. He is also  a former Creative Director who launched iHeartRadio's original video offering. Check out his pieces at Mediaite    On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete   Listen rate and review on Apple Podcasts Listen rate and review on Spotify Pete On Instagram Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on Twitter Pete Personal FB page Stand Up with Pete FB page Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sit down with Alexandra Wilson-Elizondo, the co-Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs. ---

In this episode of the That Annuity Show, Nassau Financial Group's Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today's investment landscape. The conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior. Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching. Learn more at http://www.thatannuityshow.com

Eric Kelley, Chief Investment Officer, UMB Bank (Nasdaq: UMBF)

Raymond joins Manpreet to explore the investment strategy implications arising from the ongoing Middle East conflict. Raymond also shares his perspective on Chinese Internet firms ahead of the upcoming earnings report next week, and takes a closer look at the outlook across commodities and related commodity currencies.You can read our latest Weekly Market View today here.Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Global financial giant UBS has downgraded U.S. stocks, as markets stumble into one of their worst starts in decades. Is this a routine reset or a warning shot? Where is capital moving now? Are emerging markets the real story? And with geopolitics heating up and the Fed in play, is this a short-term wobble or the start of a structural shift in global capital? Host Tu Yun joins Warwick Powell, Adjunct Professor, Queensland University of Technology, Australia, Li Lun, Assistant Professor of Economics, Peking University, and Chen Jiahe, the Chief Investment Officer of the Beijing-based Novem Arcae Technologies for a close look.

Sam Gaer's career spans several major shifts in market structure — from the open-outcry pits of COMEX to high-frequency trading and now crypto derivatives. Sam began his career as a teenage runner on the COMEX floor during the gold boom of the early 1980s before becoming a copper pit trader himself. While most traders relied purely on instinct, Sam was already experimenting with technology — building early pricing tools that helped identify inefficiencies in spread markets. His path eventually led beyond the trading floor into exchange technology and market infrastructure, including building trading software that was later acquired by the New York Mercantile Exchange. In recent years, Sam has focused on crypto markets, where he applies traditional derivatives frameworks to volatility, options, and digital asset trading. In this episode, Sam shares insights from decades of experience across multiple market regimes and discusses how trading edge evolves as markets and technology continue to change. In this episode, we explore: · Getting introduced to markets as a teenager · Life inside the COMEX copper trading pits · Early use of computers to price commodity spreads · Inefficiencies in open-outcry markets · Building exchange technology and selling Trading Gear to NYMEX · The transition from pit trading to electronic markets · Market structure lessons from traditional derivatives markets · Why Sam shifted his focus to crypto markets · Opportunities in crypto options and derivatives · Convexity, volatility, and institutional trading frameworks in digital assets About the guest: Sam Gaer, Chief Investment Officer of the Directional Strategy at Monarq Asset Management, has more than three decades of experience across derivatives trading, exchange technology, and quantitative strategy development. He previously served as Chief Information Officer of the New York Mercantile Exchange (NYMEX), where he helped modernize the exchange's trading infrastructure. Earlier in his career, he was a floor trader on the COMEX commodities exchange and later founded Trading Gear, a technology firm whose trading software was acquired by NYMEX. Sam has also launched and managed quantitative trading strategies focused on derivatives and volatility markets, and today works on institutional trading approaches within digital asset markets. Links + Resources: · Website:  https://www.monarq-am.com · Email:  investors@monarq-am.com Sponsor of Chat With Traders Podcast:  Trade The Pool:  ⁠http://www.tradethepool.com Time Stamps: Please note: Exact times will vary depending on current ads. 00:00   Intro and Background 01:48   Early career: COMEX runner to copper pit trader06:40   Programming background and early trading automation16:19   TradingGear: pivot to exchange software and NYMEX sale / CIO role21:09   Trading style evolution: scalping to event-driven and electronic trading23:42   High frequency trading, FINRA experience and entrepreneurship25:09   Transition into crypto: Katana Financial and early crypto market making28:01   Crypto derivatives focus: options, convexity and strategies34:19   Recent crypto market decline: causes, liquidations and regulatory uncertainty39:51   Institutional adoption, ETFs (IBIT) and market-structure impacts42:57   Tokenization, real-world assets and digital asset treasuries (DATs) 56:17   Reflections on markets, challenges and use of AI 58:36   Closing remarks and contact information   Trading Disclaimer:  Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony chats with Jeffrey Glusman, Founder & CEO and David Ratner, Chief Investment Officer at Blockchain Deposit Insurance Corporation (BDIC). BDIC  is building the FDIC equivalent for crypto! No other player is working on offering deposit insurance for the 99% of people who are interested in crypto but can't afford the possibility of losing their money. A fascinating conversation!

Auch bei YouTube.Der Krieg zwischen dem Iran und den USA sowie Israel sorgt für erhebliche Unruhe an den globalen Energiemärkten. Innerhalb kürzester Zeit kletterte der Preis für Öl der Sorte Brent von 60 auf 120 US-Dollar. Doch handelt es sich hierbei um einen kurzfristigen Schock oder müssen sich Anlegende auf eine dauerhafte Phase der Instabilität einstellen?"Das hängt davon ab, wie sich Amerika entscheidet, wie sich der Krieg entwickelt", meint Dr. Christian Jasperneite, Chief Investment Officer bei M.M.Warburg & CO. "Und ich bin mir nicht sicher, ob Trump da einen Masterplan hat, weil die Aussagen diesbezüglich ein bisschen inkonsistent sind."Wie er mit dieser Unsicherheit umgeht, welche Länder und Sektoren besonders vom Krieg betroffen sind und wie er auf Inflation und Geldpolitik blickt, berichtet er im Gespräch mit Carsten Klude, Chefvolkswirt bei M.M.Warburg & CO.Die Themen im Überblick:00:00 Krieg zwischen Iran, Israel & USA02:51 Ausblick auf die Energiemärkte05:36 Märkte in Deutschland & Europa07:51 Inflation & Geldpolitik in USA & Europa11:33 Aktienmärkte13:49 Sektoren: Energie & Rüstung16:35 Anleihen: Sicherer Hafen?17:49 Was gibt Sicherheit im Portfolio?20:29 Was hat Warburg gemacht?► LinkedIn► Instagram► WebsiteMusik: "Hard Boiled" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/

Credit index spreads have been largely unchanged this year — but the calm surface belies a more complex picture underneath. Rising dispersion, AI-driven disruption fears, widening BDC spreads, and the military conflict in the Middle East are reshaping the risk landscape for fixed income investors — without much additional compensation showing up at the credit index level.  On this episode of Disruptive Forces, host Anu Rajakumar sits down with Ashok Bhatia, Neuberger's Chief Investment Officer and Global Head of Fixed Income, to unpack what's really going on beneath the surface in credit markets. Together, they discuss the growing pressure on BDCs and their software loan exposures, why a crude oil price spike historically favors Fed easing over hiking, how AI disruption is forcing a repricing of software company capital structures, labor market risks that could unlock additional Fed cuts, and where Neuberger's fixed income team is selectively finding opportunity across emerging markets, repriced technology names, and more.   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 Berman 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 Berman 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 Berman 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 Berman" name and logo are registered service marks of Neuberger Berman Group LLC. © 2026 Neuberger Berman Group LLC. All rights reserved. WF2921150  

"We are in a commodity bull market extending beyond precious metals to oil, gas, and agriculture," says Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and author of The Boock Report on Substack. In an interview with Daniela Cambone, Bookbar sheds light on the future of oil, gold, and the private credit market. He argues that the market is undergoing a major secular shift, warning that buying the dip in tech is risky because the market's foundation is changing. He also emphasizes that gold's price pressure is due to short-term dollar dynamics and algorithmic trading, not a change in fundamentals. When it comes to the Iran conflict, Boockvar emphasizes that while the situation is serious, the market's reaction hinges entirely on duration. "It all comes down to how long this lasts," he states, "and that's impossible to really game out."

Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overview of the tax issues that seniors should be prepared for, Matt also wanted to remind folks that the best time to ask questions about retirement is before you retire.  And I'm glad that several of our webinar attendees took Matt up on that offer! On today's show, we discuss three follow-up questions to Matt's webinar that touch on not just taxes but also the value of working with a financial advisor on a holistic plan for retirement. 

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks. She speaks with Bloomberg's Tom Keene and Damian Sassower. See omnystudio.com/listener for privacy information.

Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we discuss the idea of “wartime Bitcoin,” how rising geopolitical tensions could impact the asset, and why cracks in private credit could ultimately benefit Bitcoin. We also cover institutional adoption, stablecoins, and how crypto companies are increasingly integrating with the traditional financial system.=======================Join Arch Public this Thursday @ 2pm Et for an exclusive webinar with Anthony, where we will share professional strategies for optimizing your portfolio to outperform current bear market conditions. This session is designed to provide actionable insights into risk management and long-term wealth preservation. Resister here to secure your spot: https://us06web.zoom.us/webinar/register/WN_DVHBA2Z3QgS5X0l203-78A=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at FountainLife.com/Pomp. Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp=======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Intro0:52 - Wartime bitcoin & global conflict 5:00 - Bitcoin vs Gold: which wins in a crisis?6:03 - Is bitcoin still in a bear market? 9:15 - Private credit cracks & why it could benefit bitcoin15:49 - Kraken & rewriting the banking system19:04 - Stablecoins vs Banks: the fight in Washington22:40 - Why AI models prefer bitcoin over stablecoins

Matthew Rice is Chief Investment Officer of Vistamark Investments LLC where he leads the creation and execution of innovative, research-driven investment strategies anchored in disciplined portfolio management .He launched the firm in June of 2025 after a long career at Fiducient Advsors.  Our conversation starts with his career as a college and then professional athlete and the way that this experience shaped him in terms of resilience and teamwork. We move then to his continued formative years in investment consulting at the firm that was then DiMeo Schneider and follow this with what led him to launch Vistamark.  Matt emphasized the importance of qualitative analysis alongside quantitative models and shared his approach to maximizing return at a given risk budget. He also discussed the challenges of mission-driven investing, such as removing fossil fuels from portfolios. His final advice is around the importance of being honest, hardworking, and true to oneself as an investor.This podcast is kindly sponsored by Evanston Capital and Alvine Capital. For over 20 years Evanston Capital has had a key focus in identifying early-stage investment managers it believes are capable of generating long-term, value-added returns in complex, innovative strategy areas. Alvine Capital is a specialist investment manager and placement boutique with a particular focus on alternative assets with significant presence in London and Stockholm.

What does the world look like when women control more wealth than ever before? In part two of our conversation with Sylvia Kwan, CEO and chief investment officer of Ellevest, we discuss the “feminization of wealth” and why many companies are unprepared for this shift.Kwan makes the case that financial power isn't just for the wealthy: every woman with capital, no matter how small the sum, has the power to create change.Catch up on part 1 here: The women finance forgot: Ellevest CEO Sylvia Kwan on closing the gender wealth gapIn this episode:How the Great Wealth Transfer is driving the feminization of wealth Why women invest differently and what that means for societyHow Ellevest is preparing for a “seismic shift” in spending and investmentIf you enjoyed this episode, don't forget to leave a rating or review on Apple Podcasts or Spotify. Send questions for our guests or any feedback to: madeforuspod@gmail.com You might also like:Where is the female crash test dummy?---About Sylvia KwanSylvia Kwan is the CEO and Chief Investment Officer of Ellevest, a women-founded and women-led financial services firm dedicated to closing the gender wealth gap. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. A Chartered Financial Analyst with more than 30 years of industry experience, Sylvia serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.Learn more about Ellevest: https://www.ellevest.com/ Sylvia's Monthly Market Insight (Sept. 2025): https://www.ellevest.com/magazine/2025-september-market-insights Follow Ellevest on LinkedIn: https://www.linkedin.com/company/ellevest/ Follow Ellevest on Instagram: https://www.instagram.com/ellevest ---Connect with Made for UsShow notes and transcripts: https://made-for-us.captivate.fm/LinkedIn: https://www.linkedin.com/company/madeforuspodcast Instagram: https://www.instagram.com/madeforuspodcast/ Newsletter: https://madeforuspodcast.beehiiv.com/

Stephen Grootes speaks to Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, to unpack how investors can manage their emotions and rethink market volatility. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Amidst these very uncertain times in the economy, geopolitics, and asset prices, it was excellent to welcome Alberto Gallo, founder and CIO of Andromeda Capital Management, back to the Alpha Exchange. Our conversation first considers the long arc of post-crisis monetary policy. Here, Alberto argues that extended quantitative easing, while stabilizing in the short run, carried structural side effects over time—capital misallocation, corporate consolidation, and widening inequality. He notes that central bank balance sheets remain large and that markets today send mixed signals: stability in rates and credit alongside strength in precious metals. We then turn to Andromeda's approach to finding value in credit markets. Alberto frames bonds as embedded short-volatility instruments and describes a strategy that seeks asymmetric gain-to-loss profiles, liquidity, and convexity. A major focus is the rapid expansion of private credit—five-year lockups, high-single-digit returns achieved in benign conditions, sector concentration in technology, and insurer ownership structures. With spreads near multi-decade tights, he questions whether investors are adequately compensated for default, liquidity, and volatility risk. We close on AI-driven capex, fiscal dominance, and elevated debt levels. Alberto frames the future as a distribution with meaningful tails and argues that current pricing reflects limited uncertainty at a moment of structural transition. You can learn more about the firm at https://andromedainvestors.com/

Send a textAs institutional investing in private markets makes its way into the wealth channel, advisors and investors are being asked to think differently about liquidity, access, and portfolio construction.In this episode, Dan sits down with Chris Schelling, Managing Director at Aksia, to explore what happens when institutional discipline meets retail reality, and how private markets are evolving as a result.Together, they discuss:Why private markets are becoming more accessible to wealth clients, and what's driving adoptionThe structural differences between institutional and retail portfolios when allocating to alternativesHow evergreen and semi-liquid vehicles work and why they are often preferable for retail investorsWhat advisors should understand about diligence, liquidity, and valuation as these strategies move downstreamDisclosures and DisclaimersThe views expressed by the host and guest are their own and are for informational and educational purposes only. Neither the host nor guest is acting as a registered representative for any specific investment strategy, and this discussion should not be construed as a recommendation or endorsement of any investment.Support the show

Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover strategies focused on technology and the consumer. Gavin's deep knowledge of semiconductors and AI may be second to none, but our conversation barely touches the space. We begin with Gavin's upbringing, intellectual curiosity, and path to investing, before turning to the beliefs that shape his approach. We explore his view that investing is a search for truth best pursued through debate, intellectual honesty, and a willingness to be wrong, and why people, culture, execution, and risk management matter more than investment process in driving long-term performance. We then turn to the application of those beliefs at Atreides, where Gavin emphasizes the importance of deep fundamental understanding, hypothesis-driven research, and culture that rewards constructive disagreement. We discuss how crossover investing can create informational and behavioral advantages - particularly in AI - and how portfolio construction in both hedge funds and venture capital can narrow the gap between insight and performance. As a disclaimer, I am both an LP and an advisor to Atreides, so I'm a little biased in my suspicion that you will really enjoy this conversation with Gavin Baker. Learn more about our Strategic Investments: Thema.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠) All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of Capital Allocators or their firms. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. It should not be construed as investment advice or a solicitation, recommendation, endorsement, or offering of any kind. Clients of Capital Allocators or podcast guests may maintain positions and securities discussed on this podcast. The statements and opinions contained herein may change at any time, based on market or other conditions.

August Biniaz is the Co-Founder and Chief Investment Officer of CPI Capital, a real estate private equity firm focused on acquiring and managing multifamily investment properties. In his role, he leads the company's investment strategy, oversees acquisitions and asset management, and works closely with investors to identify opportunities that preserve and grow capital. Through disciplined underwriting and strategic market analysis, he helps guide the firm's portfolio and ensures each investment aligns with long-term investor goals. Before co-founding CPI Capital, August built a diverse background in the real estate industry. He began his career as a real estate agent in British Columbia, gaining hands-on experience in market dynamics and client relationships. He later expanded into property flipping and development, eventually founding White Rhino Developments where he built custom and spec single-family homes. These experiences strengthened his entrepreneurial mindset and deepened his expertise in identifying undervalued real estate opportunities. Today, August plays a key role in growing CPI Capital's investor network and expanding the firm's presence in the private equity real estate space. Since the firm's inception, he has helped lead the acquisition of hundreds of millions of dollars in multifamily assets. In addition to his investment work, he shares insights with the broader investing community through speaking engagements, webinars, newsletters, and as host of the "Real Estate Investing Demystified" podcast.

U.S. Economist Matt Bush and Market Strategist Maria Giraldo join the latest episode of Macro Markets to discuss insights from our new white paper, “AI's Promise and History's Lessons.” They explore how artificial intelligence is driving innovation and long-term productivity gains, even as it creates short-term disruptions in labor markets and deepens economic divides. Learn how investors can position for the challenges and opportunities ahead.Related Content:AI's Promise and History's Lessons Our new paper addresses the economic and market implications of AI in the context of investment opportunities across infrastructure, equity, and credit markets. [Read Now]Macro Markets: Fixed Income Outlook: Sunny with a Chance of Tail Risks Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to review current market conditions for bonds and discuss our economic outlook and portfolio strategy for the coming year.[Listen Now] First Quarter 2026 Fixed-Income Sector ViewsOur investment team evaluates sectors across the fixed-income market.[Read Now]Investing involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC. Securities offered through Guggenheim Funds Distributors, LLC.© 2026 Guggenheim Partners, LLC. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC.SP 67841

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA's pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX's experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial Advisers. Pascal and his teams are responsible for the discretionary portfolio management, selection of suitable investment vehicles and development of specific client solutions as well as the investment advisory mandates. He joined UBS in 2004 as Head of Active Advisory in Zurich where he was responsible for the investing of CHF15bn in assets and managed a team of 40 investment specialists providing investment advisory services for clients worldwide. Prior to joining UBS, Pascal worked for a hedge fund company in Switzerland where his focus was on the selection of investment opportunities worldwide as well as structuring of investment vehicles. An increasing number of UHNW individuals and successful families in the US are exploring global diversification strategies. Pascal explains why US wealth owners and their family offices are opting to custody and invest assets in other jurisdictions across the globe. Pascal's firm specializes in investing in Switzerland, but he talks about all the top jurisdictions UHNW families are choosing to invest in nowadays and describes their respective attractions. Pascal helps us explore the practical applications and use cases UHNW investors are pursuing with their global diversification strategies. He describes the key motivations and objectives for wealthy clients who are moving assets to other global jurisdictions. A key practical consideration for families and their family offices is the selection of a foreign broker. Pascal shares his views on what they need to look for in a foreign broker, including what certifications, designations, or other capabilities families need to be aware of and seek when they evaluate foreign brokers. Enjoy this informative conversation with a leading expert in multi-jurisdictional investment advisory services for global UHNW clients.

In this episode of Private Markets 360°, we welcome Sarah Samuels, Chief Investment Officer at NEPC. With a diverse background in managing endowments, family offices, and public pensions, Sarah discusses the dynamic nature of capital raising, the importance of due diligence, and innovation. She highlights opportunities in the lower middle market, the convergence of public and private markets, and the impact of economic disruption on investment strategies. Drawing on her experience as Chair of the CFA Society Boston, Sarah shares her passion for education and financial literacy, which inspired her to author a children's book on money and role models.   More S&P Global Content:  [Report] Private Equity Outlook 2026 Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Sarah Samuels, NEPC Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

Ellevest CEO Sylvia Kwan has a striking statistic she uses to explain why the company was founded: in a survey of asset managers by BNY Mellon Investment Management, 86% said their default customer is a man.In this episode, the first of a two-part conversation, Sylvia Kwan shares why Ellevest is on a mission to close the gender investing gap and why it may be just as important as the gender pay gap.We discuss:Why the gender investing gap exists and how it contributes to the wealth gapWhat Ellevest discovered about women's attitudes towards riskSylvia's surprising route to becoming chief investment officer and then CEOHow Ellevest is breaking down the barriers that keep women from investing---About Sylvia KwanSylvia Kwan is the CEO and Chief Investment Officer of Ellevest, a women-founded and women-led financial services firm dedicated to closing the gender wealth gap. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. A Chartered Financial Analyst with more than 30 years of industry experience, Sylvia serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.Learn more about Ellevest: https://www.ellevest.com/Follow Ellevest on LinkedIn: https://www.linkedin.com/company/ellevest/Follow Ellevest on Instagram: https://www.instagram.com/ellevest---Connect with Made for UsShow notes and transcripts: https://made-for-us.captivate.fm/LinkedIn: https://www.linkedin.com/company/madeforuspodcastInstagram: https://www.instagram.com/madeforuspodcast/Newsletter: https://madeforuspodcast.beehiiv.com/

Matt Cole is the CEO of Strive Asset Management, and Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we break down why bitcoin's volatility doesn't change the long-term story, how institutions think about drawdowns, and what today's Fed policy could mean for bitcoin and other risk assets. We also touch on digital credit, bitcoin-backed yield, and why volatility may actually be one of bitcoin's biggest advantages for long-term investors.=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859).For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro0:15 - Bitcoin volatility & Kevin Warsh impact4:19 - QE, deflation, & monetary regime change12:09 - The rise of digital credit & why bear markets build institutional track records 18:39 - Bitcoin treasury strategies & yield generation 

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro. They discussed Bob's background, employment, inflation, growth and consumer demand. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Matt LueckShow Editing and Production: Matt LueckDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Industrial Real Estate Podcast, Chad Griffiths hosts Ben Fraser, Chief Investment Officer at Aspen Funds, to break down the current industrial market development trends and what's really driving tenant demand across the U.S. as we move into the next phase of the cycle.Ben shares how reshoring and nearshoring are reshaping industrial location decisions, why demand has shifted away from mega-box distribution facilities toward mid-sized industrial buildings, and how developers are adapting their strategies to changing tenant requirements. The conversation also explores site selection, infrastructure, incentives, and why markets along the I-35 corridor—including Kansas City—are seeing outsized activity.Key topics include:Where industrial tenant demand is strongest today Why not all industrial assets are performing equally Manufacturing vs. warehousing demand in today's marketHow investors should think about industrial development risk vs. rewardWhether you're an investor, developer, broker, or simply tracking the industrial real estate market, this episode provides a grounded look at what's working, what's not, and where the next opportunities are emerging.Connect with BenAspen FundsBen' PodcastBen's book--Industrial Real Estate MERCHMore From The Industrial Real Estate Podcast

Feb 20, 2026 – FSWM's Chief Investment Officer, Chris Puplava, examines whether the “running hot” economy thesis remains intact. Citing strong market breadth, surging advance-decline lines, and broad participation across cyclical sectors...

Stijn Schmitz welcomes back Chris Vermeulen to the show. Chris Vermeulen is Founder & Chief Investment Officer, The Technical Traders. In this episode, Vermeulen provides a comprehensive insights into the current market landscape, focusing primarily on precious metals, equities, and broader economic trends. Regarding precious metals, Vermeulen describes the recent market as experiencing significant volatility, with gold and silver experiencing a massive rally followed by a sharp correction. He notes that while long-term trends remain bullish, short-term signals are mixed and uncertain. The market is currently in a “no man’s land” where investors are waiting to see whether metals will consolidate and launch another rally or experience a substantial pullback. On equities, Vermeulen indicates that markets are precariously balanced. The S&P 500 is “clinging by a thread” to an uptrend, with the Nasdaq showing potential signs of breakdown. He observes that “smart money” is moving into defensive sectors like utilities and consumer staples, suggesting underlying market nervousness. Vermeulen’s investment approach emphasizes technical analysis and following price trends rather than attempting to predict exact market tops and bottoms. Currently, his strategy involves maintaining approximately 70% cash position and waiting for clearer market signals. He believes the market is primed for significant movement, whether upward or downward. Regarding currencies, Vermeulen remains bullish on the US dollar, suggesting it could potentially rally 10-15%, which would put pressure on gold prices. He also highlights the importance of understanding currency movements as part of a comprehensive investment strategy. When discussing other asset classes like oil, copper, and uranium, Vermeulen sees similar patterns of uncertainty and consolidation. His overall message is one of patience: waiting for clear trends to emerge before committing capital, and prioritizing capital preservation over aggressive speculation. Timestamps: 00:00:00 – Introduction 00:00:53 – Precious Metals Volatility Drivers 00:02:42 – Sector Upside Potential 00:05:42 – Technical Trading Philosophy 00:08:34 – 2007 Market Comparison 00:10:11 – Silver Leverage Play 00:14:03 – Fiat and Manipulation Concerns 00:16:32 – US Dollar Outlook 00:20:32 – Equities Market Trends 00:24:08 – Miners Lagging Analysis 00:25:49 – Oil Prices Update 00:29:25 – Copper Uranium Rundown 00:30:44 – Technical Traders Service 00:31:51 – Concluding Thoughts Guest Links: Website: https://thetechnicaltraders.com/ X: https://x.com/TheTechTraders Chris Vermeulen is the Founder & Chief Investment Officer of The Technical Traders and the visionary mind behind Asset Revesting. In his book Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement, he lays out this investment framework. Chris launched his financial career at 16, parlaying his knack for trading and risk management into funding his final year of college, where he earned a business diploma in operations management. By his twenties, he had achieved financial independence as a full-time entrepreneur and trader. After a setback—blowing up a trading account—Chris dedicated himself to treating trading as a business, completing the Trading Strategy Mastery and Trading Is Your Business courses. A technical analysis expert, he devises systematic methods to spot market opportunities and control portfolio risk, rejecting traditional buy-and-hold approaches that cling to depreciating assets. His efficient asset allocation models balance short- and long-term strategies to minimize drawdowns and consistently outperform benchmarks. Those seeking reliable capital preservation and growth turn to his proven techniques.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:Are we getting close to a bottom in software?Insiders are buying.Business formations are surging.Software job postings are rising.App creation is accelerating.Yet sentiment remains stretched.We break down what the data is actually saying. 00:00 Welcome + Disclosures 00:41 AI & Software Focus 01:20 Insider Buying Spike 02:50 Tariffs Update 05:25 Business Formation Surge 06:27 Travel & Dining Stable 06:58 Software Washout Signal 08:41 AI vs Jobs Data 10:05 App Creation Surge 11:08 Zoom + Car Wash Update 12:37 Big Earnings Week 13:50 Are We Near a Bottom? AI is reshaping software. But the data suggests expansion, not contraction.Hosted by:Sean Emory : Founder & Chief Investment Officer, Avory & Co. https://www.avory.xyz

With early exposure to Paul Tudor Jones and then stints on the sell-side in credit research, Michael Contopoulos is now Deputy CIO of Richard Bernstein Advisors, a macro-oriented asset manager overseeing roughly $20 billion across long-only portfolios. Our discussion centers on portfolio construction in an era of extreme equity concentration and shifting global leadership.On the equity side, the firm is under-weight the most concentrated segments of U.S. equities and overweight international markets, citing valuation gaps, earnings acceleration abroad, and under-ownership by investors.Using his background in quantitative credit strategy and a Merton framework for modeling  spread risk, Michael brings a structural lens to today's corporate debt markets. Our conversation focuses on the surge in long-dated issuance tied to AI infrastructure build-outs. He argues that history rarely rewards lenders who finance capital-intensive growth booms at their peak.Drawing parallels to late-1990s telecom boom, Michael questions whether investors are being adequately compensated for duration and technology risk embedded in 40- and 50-year debt issued by hyperscalers building data centers. The core concern is twofold: that AI-driven revenue gains may not justify the scale of investment, and that infrastructure built today may not remain technologically relevant decades from now.I hope you enjoy this episode of the Alpha Exchange, my conversation with Michael Contopoulos.Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Dr. Marc Siegel, physician, Professor of Medicine at the NYU Langone Medical Center, author of "The Miracles Among Us," and contributor to Fox NewsTopic: Impact of social media on mental health amid social media trial Mike Duffy, Avalanche instructor with American Avalanche Association, mountain rescuer, and founder of Avalanche1Topic: Eight killed in Lake Tahoe avalanche Karol Markowicz, Columnist for the New York PostTopic: "The rise in transgender killers proves that we have a major mental health crisis unfolding" (New York Post op ed) Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of YrefyTopic: Latest from Yrefy 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: Mark Zuckerberg's testimony, other legal news of the day Gordon Chang, Asia expert, columnist and author of "China is Going to War"Topic: 2020 explosion of China reportedly had hallmarks of nuclear test Dr. Darrin Porcher, Retired NYPD Lieutenant, Criminal Justice Professor at Pace University and a former Army OfficerTopic: Black History Month; Mamdani proposing NYPD budget cut; Latest in Nancy Guthrie investigationSee omnystudio.com/listener for privacy information.

Adam Levitan welcomes back a long-time friend of the show, Chief Investment Officer at Caption Jason Strasser, for a record-breaking 5th time to deep dive into the evolving financial markets and how to make sense of them.Adam and Jason discuss the AI revolution, the pressure on social media and the future of Bitcoin, catching you up with all the crucial information you need to understand the current state of the financial markets.Want ETR on your team this season? Our 2026 NFL Best Ball product has you covered with:Real-Time RankingsResearch & Analysis ArticlesDraft Strategy ContentDraft LivestreamsDiscord CommunityQ&As with ETR TeamSubscribe now at https://establishtherun.com/subscribe/FREE NEWSLETTER: Tired of attention-seeking hot takes? Get the highest-quality fantasy football analysis in your inbox, FREE: https://establishtherun.kit.com/emailDFS OPTIMIZER: Sign up for THE SOLVER for access to the software we think fantasy players need to win: https://thesolver.com/?ref=etrSPORTSBOOK OFFERS: We've partnered with several major sportsbook outlets to help supply you with the best offers in the industry and ensure you're maximizing your bankroll from the start: https://establishtherun.com/offers/FOLLOW US: Check out our social media channels for FREE fantasy football & DFS videos, analysis, and more: https://linktr.ee/establishtherun

Seth Bradley interviews Ben Fraser, Managing Director and Chief Investment Officer at Aspen Funds, on how Aspen built a scalable fund-to-funds platform to support more than 40 independent capital aggregators in 2025 alone. Ben breaks down Aspen's macro-driven investment philosophy, how the firm evolved from distressed mortgage notes after the Great Financial Crisis into a multi-asset platform, and why focusing on tailwinds matters more than sticking to a single asset class. The conversation dives deep into the structural shift from co-GP capital raising to compliant fund-of-funds models, the importance of simplifying backend infrastructure for promoters, and why recurring cash-flowing products can unlock true scalability for capital raisers. Ben also shares where he sees the independent capital aggregator model heading as private market demand accelerates. Guest InfoBen FraserCurrent role: Managing Director & Chief Investment Officer, Aspen FundsBased in: United StatesSay hi to them at: https://aspenfunds.us | Invest Like a Billionaire Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Kelly joins Brandon Sedloff to share the journey that took him from a first-generation college student in Queens to co-President and Chief Investment Officer of Future Standard, an $88 billion alternative investment manager. He reflects on the formative experiences that shaped his investing philosophy, from cold-calling Lee Cooperman for an internship to working at Tiger Management and helping build FrontPoint. The conversation traces the evolution of alternatives from family offices and endowments to the private wealth channel, and how Future Standard has positioned itself at the center of that shift by building both distribution infrastructure and in-house investment capabilities. They discuss: How Mike broke into hedge funds by cold-calling Lee Cooperman and what he learned at Omega and Tiger Management The historical arc of alternatives from the endowment model to today's private wealth opportunity The evolution of Franklin Square into Future Standard and the shift from packaging and distribution to internally managed strategies Why the middle market offers structural advantages across private credit, private equity, and real assets The case for rethinking 60 40 portfolios in a more inflationary, deglobalized macro regime Links: Future Standard - https://www.futurestandard.com/ Mike on LinkedIn - https://www.linkedin.com/in/mike-kelly-9b32166/ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:03:16) - Mike Kelly's career journey (00:04:21) - Early influences and education (00:06:43) - Breaking into the investment world (00:19:47) - Joining Future Standard (00:20:12) - Evolution of Future Standard (00:22:45) - Distribution and internal management (00:25:17) - Infrastructure and operations (00:27:57) - The commitment of investment management (00:28:52) - Future Standard's focus areas (00:32:06) - Evergreen structures in investment (00:39:13) - The new economic regime (00:50:10) - The future of asset management (00:54:35) - Conclusion and final thoughts

A new study shows that Baby Boomers are the wealthiest generation in American history, collectively accumulating an estimated $85 trillion. Their wealth has eclipsed that of the Silent and Greatest Generations, accounting for more than 70% of the country's total wealth. Nancy Tengler, CEO and Chief Investment Officer of Laffer Tengler Investments, joins FOX Business Network's Gerri Willis to discuss the future of that money, its potential impact on the economy, and how younger generations can prepare for the upcoming wealth transfer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.Inflation is cooling.Jobs are stable.Earnings are holding up.Yet parts of software are trading as if AI is about to eliminate entire business models.Does that make sense?Chapters:00:00 Welcome + Disclaimer00:40 Software Selloff vs AI Boom02:20 Inflation Cooling: CPI, Break-evens, Rates03:55 Jobs & Wages: Stability vs AI Fears07:00 Zillow: Growth in a Flat Market08:10 Airbnb: Global Growth + AI Tailwinds08:45 The AI Scare Trade11:05 Bonds Calm, Stocks Volatile12:10 If AI Wins: Model Layer + Zoom's Anthropic Upside15:50 What Flips the Narrative: CapEx, Valuations, Retention, Buybacks19:05 Positioning: Earnings Up, Prices Down20:55 Closing: AI Expands Software, Not Shrinks ItWe cover macro signals, earnings from Zillow and Airbnb, headline-driven AI panic across industries, why credit markets look far calmer than equities, and the asymmetric upside in model-layer winners.AI is transformative. But transformation does not automatically mean extinction.When narrative and fundamentals diverge, opportunity can emerge.—Hosted by:Sean Emory — Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzQuestions: team@avoryco.comPodcast: Around the DeskYouTube: @AvoryCo—Disclaimer:This content is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Opinions expressed are as of the recording date and are subject to change. We may hold positions in companies discussed. Investing involves risk, including loss of principal. Please conduct your own research or consult a licensed financial advisor before making any investment decisions.© 2026 Avory & Co. All rights reserved.

Thank you to our sponsors! Figure Crypto Tax Girl What happened to Bitcoin on Feb. 5? And why does the apex crypto continue to underperform? DeFi Development Corp investment chief Parker White has some theories. In this Unchained podcast episode, Parker walks Laura Shin through them as they gain traction on X. At the center of it all is non-crypto Hong Kong fund and another fund that may be executing a ‘Big Short'-style trade using derivatives. Listen to find out why Parker is so convinced. Guest: Parker White, COO/Chief Investment Officer at DeFi Development Corp Links: Bitcoin Mining Gets a Rare Reset as Weaker Players Drop Out Why Bitcoin Is Down, Plus the Rare Bright Spot in Crypto: Hyperliquid Crypto Sentiment Is Down Bad. The Reality Is Far Different, Says Ryan Watkins Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Altman is the CEO and Chief Investment Officer of Altman Advisors, a multi-family office he co-founded with his father in 2016 that serves high-net-worth families. The firm provides comprehensive wealth management, financial planning, and legacy planning services. Under Ben's leadership, Altman Advisors has built a multi-generational client base, established a ten-year investment track record, and is pursuing GIPS® certification to uphold global best practices in investment performance reporting. An active member of YPO (Young Presidents' Organization) and EO (Entrepreneurs' Organization), Ben is focused on integrating AI to enhance client service and internal operations. In this episode… What separates financial advisors who consistently thrive from those struggling to keep pace in a rapidly evolving market? How do top advisors build enduring client relationships while navigating volatility, risk, and accelerating technological change? Increasingly, the answer lies at the intersection of legacy thinking, economic discipline, and AI-driven efficiency. Ben Altman, a wealth management expert with multi-generational advisory experience, exemplifies how disciplined investment strategy, rigorous diversification, and thoughtful technology adoption define modern financial advisory success. Drawing on lessons from past market cycles, Ben emphasizes the importance of avoiding concentrated risk. He also highlights the value of leveraging AI tools, such as voice-to-text dictation and context-driven prompting, to streamline workflows and enhance real-time client responsiveness.  In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Ben Altman, CEO and Chief Investment Officer of Altman Advisors, to explore how family legacy, economic strategy, and AI converge in modern wealth management. They discuss how Ben utilizes AI to scale operations and the principles behind proactive client engagement. They also explore practical frameworks for building resilient, long-term relationships that prioritize personalized care, which is essential for trust.

Today's guest on The Long View is Sara Devereaux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income. She oversees the investment professionals responsible for portfolio management, trading, and research for Vanguard's internally managed fixed-income funds and ETFs, including actively managed bond and money market portfolios and bond index portfolios. Before joining Vanguard in 2019, Sara was a partner at Goldman Sachs, where she spent over 20 years in mortgage-backed securities and structured products trading and sales. Earlier in her career, she worked at HSBC, in risk management advisory and interest rate derivative structuring. She started her career as an actuary at AXA Equitable Life Insurance. Barron has named Sara to its annual list of the 100 Most Influential Women in US Finance every year since 2022.Episode Highlights00:00:00 Vanguard's Investing Philosophy and New Innovations00:06:20 Active Fixed-Income Strategy and the Alpha Waterfall00:13:34 ETF's Explosion, Active Management, and Private Credit Risk00:23:10 How Technology Is Reshaping the Bond Market00:29:51 Bond Market Performance 2025, Bonds as Ballasts, and Term Premiums00:37:27 Bond Market Risks in 202600:42:51 Shifting Policy Crosswinds, Cracks in Credit, and AI Capex Risks00:50:18 Technical Signals to Watch in 2026Books MentionedStay the Course: The Story of Vanguard and the Index RevolutionMore From MorningstarVanguard's Sara Devereux: Why It's a ‘Terrific Environment' for Bond IncomeSalim Ramji: The Industry Uses Complexity As a Mask to Charge MoreMorningstar's Guide to Fixed-Income InvestingIf you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances.If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund.  He trained as an engineer and dove into infrastructure policy at the beginning of Australia's privatizations in the late 1990s. After investing in the space for six year, he joined the Future Fund in 2008 to head the infrastructure team. Six years later, Raff became CIO.   Our conversation spans all aspects of the management of a next generation institutional portfolio, including a one team, one portfolio philosophy, disaggregating beta and factors from skill in public markets, separating the impact of leverage and timing from skill in private markets, venture capital and co-investment opportunities in a large pool of capital, the option value of flexibility, the team required to make decisions in this format, compensation, fees, views on China, and the current market environment.   Australia created the Future Fund only eleven years ago with a mandate to compound capital for 20 years before even contemplating withdrawals. It has been described to me as a pool of capital with the size and transparency of CalPERS and the sophistication of Yale. I'm sure you'll soon understand why.   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)

Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Stephen joined CalPERS eighteen months ago from a career spanning Wall Street, the IMF, and two of the most innovative sovereign wealth funds, where he was Chief Investment Strategist at Australia Future Fund and CIO at New Zealand Super Fund.   Our conversation dives into the theory and implementation of the Total Portfolio Approach, drawing on Stephen's experience at Australia and New Zealand, and his plans for CalPERS. We cover the TPA mindset, its fostering of sound governance and accountability, comparisons to Strategic Asset Allocation, challenges of implementation, and the adaptation of the model at CalPERS.   Stephen is one of the most experienced practitioners of TPA in the world. Our discussion pairs well with my recent conversation with Ashby Monk, as more allocators learn and consider this approach to managing assets.  Learn more about our Strategic Investments: Thema.   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)

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin's recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed's role in today's economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff's outlook on precious metals, and a warning on one asset he believes investors should avoid going forward.=======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.=======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/=======================0:00 - Intro0:56 - Is the bitcoin selloff sustainable?5:56 - Fed vs White House & is bitcoin looking forward or backward?13:10 - Kevin Warsh & the future of the Fed32:11 - Why precious metals are surging