Podcasts about Chief investment officer

This week, we cover the historic end of U.S. penny production resulting from high manufacturing costs and obsolescence. Market updates focused on lingering uncertainty due to delayed economic data from the recent government shutdown, while Federal Reserve policy remains unclear, with rate cuts seen as a toss up ahead of December's meeting. With holiday shopping well underway, we discuss consumer trends, noting resilience despite crosscurrents like tariffs and inflation, with strong performance from major retailers and signs of a “K-shaped” economy. Overall, our current outlook suggests cautious optimism for 2026, supported by fiscal and monetary tailwinds.Speakers:Brian Pietrangelo, Managing Director of Investment Strategy, Key Wealth,George Mateyo, Chief Investment Officer, Key WealthRajeev Sharma, Head of Fixed Income, Key WealthBradley Thomas, Managing Director of Equity Research, KeyBanc Capital Markets 00:23 –The U.S. Mint has stopped producing pennies after 232 years due to high manufacturing costs, sparking discussion on its economic implications and impact on transactions.02:03 –The recent and historic 43-day government shutdown has finally ended. We discuss its impact, and the resulting delays in critical economic reports like unemployment claims, CPI, and retail sales, and its role in creating uncertainty across markets.06:18 – We highlight uncertainty around Federal Reserve policy and changes, potential December rate cuts, the lack of clarity due to missing data, and upcoming leadership turnover, including the president and CEO of the Federal Reserve Bank of Atlanta Raphael Bostic's planned retirement in February and Fed Chair Jerome Powell's term as Fed Chair ending in 2026.11:20 – Special guest Brad Thomas, Managing Director of Equity Research with KeyBanc Capital Markets, joins the podcast this week to discuss consumer resilience amid crosscurrents such as tariffs and inflation, noting strong performance from major retailers, bifurcation between affluent and lower-income consumers, and shifts in spending patterns toward home-related goods.16:09 –Our experts examine how tariff increases could affect holiday shopping, with potential price pressures in categories like toys, and how retailers are managing these challenges.19:02 –Rising delinquencies in credit cards and loans are rising concerns for lower-income consumers, while overall outlook remains cautiously optimistic thanks to anticipated fiscal and monetary stimulus supporting spending and investment opportunities.  Additional ResourcesRead: Higher Education Changes in Recent YearsPrepare: Top 10 2025 Year-End Planning Strategies for Business Owners Key QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

A shareholder vote to approve a takeover bid for Comvita has not gathered enough votes to proceed. The bid from Florence to buy Comvita at 80 cents a share required 75% support from shareholders to go through. Although the official vote count has not been released, we know that the numbers fall short of the margin. Octagon Chief Investment Officer Paul Robertshawe told Heather duPlessis-Allan that anything is possible going forward, however it's unlikely that Florence will raise their offer. LISTEN ABOVESee omnystudio.com/listener for privacy information.

A shareholder vote to approve a takeover bid for Comvita has not gathered enough votes to proceed. The bid from Florence to buy Comvita at 80 cents a share required 75% support from shareholders to go through. Although the official vote count has not been released, we know that the numbers fall short of the margin. Octagon Chief Investment Officer Paul Robertshawe told Heather duPlessis-Allan that anything is possible going forward, however it's unlikely that Florence will raise their offer. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this episode, we break down why bitcoin has been moving sideways and whether investors should actually be concerned. Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square's bitcoin payments rollout, the state of stablecoins, and where sentiment goes next. ======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================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/======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 00:00 – Intro01:55 – Is $100K the new base for bitcoin?04:41 – Is the 4-year cycle broken?06:19 – Should the U.S. adopt 50-year mortgages?10:20 – Global housing models (China, Asia, etc.)16:52 – The “poor door” debate & why luxury lowers rents20:54 – Stimulus checks & tariff dividends23:26 – Government backstopping AI data centers35:02 – Crypto market structure bill40:12 – Bitcoin vs. stablecoins for payments

The Psychology of Leadership: Turn Stress into Peak Performance, with Sebastien Page,  a $500 billion fund manager How do top leaders and athletes use stress to boost performance instead of burning out?  Most high-achieving leaders believe they have to eliminate stress to perform their best—but sports psychology reveals the opposite is true.  The real problem isn't stress itself; it's operating too close to the edge without understanding your optimal performance zone, leading to burnout, lost creativity, and goal-induced blindness. In this episode of Impact with Ease, Blake talks with Sebastien Page, Chief Investment Officer at T. Rowe Price and author of The Psychology of Leadership, about the neuroscience and psychology of peak performance. Sebastien shares insights from 25 years as a leader in high-pressure finance, revealing how research from elite athletes like Simone Biles and Roger Federer can transform how you lead. You'll learn why zero stress isn't the goal, how to turn stress into energy, and the framework for sustainable success that helps you thrive at work while protecting what matters most in life.   Episode Highlights   Turning Stress Into Peak Performance [00:04] – Why zero stress isn't the goal for optimal performance [06:33] – The "second layer" of stress that leads to burnout [08:15] – The performance curve: when stress helps vs. harms your leadership   Sports Psychology Meets Executive Leadership [11:18] – Zone pacing: finding your optimal speed as a leader  [13:47] – Flow state and the balance between challenge and capability [15:20] – What Simone Biles teaches us about overtraining, rest, and coming back stronger   Deep Work, AI, and the Future of Leadership [23:35] – Deep work vs. shallow work for high-performing leaders [27:28] – The optimistic case for AI [30:00] – Why burned-out leaders can't innovate in the AI era [32:29] – Eric Hoffer's wisdom: "Learners inherit the earth"   Rethinking Success and the Psychology of Goals [34:15] – You're not burned out—you're addicted to the wrong goals [36:30] – The Harvard happiness study: what really predicts long-term fulfillment [38:48] – Achievement doesn't fix a misaligned life   Resilience, Failure, and Sustainable Success [48:23] – How small daily misalignments drain your energy [50:07] – Addressing small stressors [51:06] – Roger Federer and learning to lose well [55:31] – The one habit that predicts thriving   Powerful Quotes "What sports psychologists found is that optimal performance isn't at zero stress — it's at the point of healthy activation." – Sebastian Page "Achievement doesn't fix a misaligned life. How you feel day to day is what matters most." – Blake Schofield   Resources Mentioned  Connect with Sebastian Page: https://www.psychologyofleadership.net/ https://www.instagram.com/sebastienpagebook?igsh=MWk2cWV2c2JmNGhiNA%3D%3D https://www.youtube.com/channel/UC3mpHw7hFLiqCSawsBkK11g   Drained at the end of the day & want more presence in your life? In just 5 minutes, learn your unique burnout type™ & how to restore your energy, fulfillment & peace at www.impactwithease.com/burnout-type   The Fastest Path to Clarity, Confidence & Your Next Level of Success:  executive coaching for leaders navigating layered challenges. Whether you're burned out, standing at a crossroads, or simply know you're meant for more—you don't have to figure it out alone.  Go to impactwithease.com/coaching to apply! Ready to Future-Proof Your Leadership?  Let's explore what's possible for your team.  Whether you're navigating rapid growth, culture change, or quiet disengagement…we can help with our high-touch, root-cause focused solutions that are designed to help grow resilient, aligned & empowered leaders who navigate uncertainty with confidence and create impact without burning out,  go to https://impactwithease.com/corporate-training-consulting/

Congresswoman Nicole Malliotakis, Representative for New York's 11th Congressional DistrictTopic: End of the government shutdown Drilon Selimaj, Owner and Operator of W12 GarageTopic: Celebrating Yonkers Steve Forbes, Chairman and Editor-in-Chief at Forbes Media & the co-author of "Inflation: What It Is, Why It's Bad, and How to Fix It"Topic: Economic impact of the end of the government shutdown, last penny stamped by the U.S. mint Kyle Bailey, Aviation analyst, pilot, and former FAA Safety Team representativeTopic: End of the government shutdown and how this will impact airlines Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of YrefyTopic: Latest from Yrefy Gordon Chang, Asia expert, columnist and author of "China is Going to War"Topic: China moving into Venezuela, bridge collapse Rob Chadwick, Retired FBI Supervisory Special Agent and Former Director of Tactical Training in Quantico and the Head of Personal and Public Safety for the United States Concealed Carry Association (USCCA)Topic: Concealed Carry permits hitting record highs in New York CitySee omnystudio.com/listener for privacy information.

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.    Advances in AI are continuing to dominate headlines – and reshape the investment landscape. In our webinar a panel of experts discussed the implications of the technology for investors, from the near-term market trajectory to its impact on economic growth and infrastructure spending. The event was hosted by Laura Brown, Head of Public Markets Distribution, and featured the following speakers: Jason Shoup, Chief Investment Officer, Asset Management, L&G America, and Co-Head of Global Fixed Income Christopher Jeffery, Head of Macro Strategy Matteo Colombo, Managing Director Digital Infrastructure Investing – Private Markets Investments All data sourced from Bloomberg as at 7 November unless otherwise stated. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. It should be noted that diversification is no guarantee against a loss in a declining market.

Stephen Grootes interviews Vincent Anthonyrajah, CEO of Differential Capital, and Hlelo Giyose, Chief Investment Officer at First Avenue Investment, to unpack how South African insurers generate profits and whether they present a compelling investment opportunity. 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.

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

Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio's diversification. To go even deeper, check out our Get Started Investing episode on the topic here

In this episode of The Distribution, host Brandon Sedloff sits down with David Robertson, CEO and Chief Investment Officer of FrontRange Capital, to unpack the evolution of strategic capital in real estate. David shares his unexpected journey from a childhood in Burbank's entertainment industry to Harvard Business School and eventually into investment banking and real estate. The conversation explores how his experiences at Aimco shaped his perspective on capital structures, partnerships, and the growing role of GP stakes investing. Together, they discuss how operator needs have evolved, the nuances of co-GP relationships, and why alignment and integrity matter as much as capital itself. They discuss: • The formative experiences that shaped David's career in real estate and finance • How changes in the 1990s REIT legislation fueled the institutionalization of real estate • Lessons learned from building Aimco and the origins of FrontRange Capital • The continuum of operator growth and the evolving role of strategic capital • Misconceptions about GP capital and how co-GP partnerships create accretive value • What investors find compelling about GP stakes and co-GP structures • The importance of personal alignment and partnership dynamics in long-term success • David's outlook on the future of GP investing and operator partnerships Links: FrontRange Capital - https://frontrangecap.com/ David on LinkedIn - https://www.linkedin.com/in/david-robertson-979b17109/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:30) - David's career and background (00:11:42) - Investment banking and real estate (00:21:13) - Founding FrontRange Capital Partners (00:24:28) - Strategic capital for real estate operators (00:26:46) - The evolution of operator needs (00:27:22) - Scaling and liquidity challenges (00:28:52) - Institutionalization and changing needs (00:29:48) - The value of co-GP partnerships (00:31:02) - Advising operators on strategic capital (00:33:37) - Common misconceptions about GP capital (00:39:00) - Investor perspectives on GP capital (00:50:39) - The future of strategic capital (00:55:47) - Conclusion and final thoughts

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions.The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape.

Iggy Ioppe is Chief Investment Officer at Theo, a gateway connecting onchain capital to global markets via institutional-grade trading infrastructure. Previously, Iggy was Co-Head of Polygon Ventures and Managing Partner at Procul Capital, a fintech and Web3-focused venture firm. Earlier, he served as Group Head of Proprietary Investing at Credit Suisse and held investing roles at Sureview Capital, Vinik Asset Management, and Bain Capital. He holds a B.S. in Mathematics from McGill University and an MBA from Harvard Business School. In this conversation, we discuss:- The convergence of TradFi Crypto - High-speed traders are now the smartest folks on Wall Street  - Going beyond issuance - why tokenizing assets is not enough - Current trends in tokenized RWAs - The value of engaging tokenized assets in spot markets - The future of tokenized finance and the path to institutional adoption - Connecting to liquidity venues - HIP-3 exchange denominated in t-bills - Money-market funds - Tokenized gold with yield TheoX: @Theo_NetworkWebsite: theo.xyzLinkedIn: TheoIggy IoppeX: @iggyioppeLinkedIn: Iggy Ioppe---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All

This week, I'm joined by Ben Felix, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast. Ben is best known in the FIRE community for his YouTube channel, which has nearly 500K subscribers and features insights on investing, financial decision-making, and living a good life. Ben is one of the clearest voices in evidence-based investing. His work breaks down complex financial ideas into straightforward, data-driven insights that help investors cut through the noise. It's a masterclass in rational investing, delivered by one of the best in the game.In this conversation, we cover:The truth about "beating" or timing the market (00:13:06)Why market efficiency matters more than most investors think (00:24:41)How to think about asset allocation and your own risk tolerance (00:49:26)Why chasing dividends might not be the smartest path to FIRE (00:56:55)What a realistic safe withdrawal rate looks like today (01:07:52)LinksWebsite - PWL CapitalWebsite - Rational ReminderYouTube - Ben FelixPodcast - Rational Reminderwww.aussiefirebug.com/podcast

What makes great leaders truly exceptional? In this Grownlearn episode, host Zorina Dimitrova sits down with Sébastien Page, Chief Investment Officer at T. Rowe Price, who joins in his personal capacity to explore the psychology of leadership, emotional intelligence, and the art of building high-performing teams. From his journey as a Canadian immigrant to leading one of the world's top investment divisions, Sébastien shares real-world insights on resilience, mindset, and leadership growth—themes drawn from his new book, The Psychology of Leadership. In it, he bridges lessons from sports psychology, personality science, and positive psychology to reveal how leaders can elevate performance in any environment. You'll learn: ✅ How to apply emotional intelligence and resilience like elite athletes do ✅ Why introverted leaders often outperform expectations—and how to empower them ✅ The secret link between personality balance and business success ✅ What Roger Federer can teach us about handling setbacks ✅ How to build teams that combine technical skills and personality harmony for sustainable growth

Asian equities fell after Wall Street shares declined, weighed down by concerns over stretched artificial intelligence valuations and signs of a cooling labor market. The MSCI Asia Pacific Index slipped 0.6%, led by declines in Japan, putting the gauge on track for its first drop in three weeks. US equity benchmarks dropped for the second time in three sessions with AI-related stocks such as Nvidia Corp. tumbling, while a closely watched volatility gauge spiked. We heard from Pruksa Iamthongthong, Aberdeen Investments Head of Equities Asia Pacific. She spoke to Bloomberg's Yvonne Man and David Ingles.Plus - Tesla Inc. shareholders approved a $1 trillion compensation package for Chief Executive Officer Elon Musk, the largest payout ever awarded to a corporate leader. The pay agreement clears a path for Musk, the world's richest person, to become the first-ever trillionaire and expand his stake in Tesla to 25% or more over the next decade. To achieve the full payout, he'll have to deliver on targets to significantly expand Tesla's market value, revive its flagging car business and get the fledgling robotaxi and Optimus robotics efforts off the ground.And in the US, volatility lashed Wall Street, with strong evidence of a cooling labor market pushing high-valuation tech stocks and crypto to big losses while bonds rallied on bets the Federal Reserve will cut rates. We spoke to Clark Geranen, Chief Investment Officer, CalBay Investments.See omnystudio.com/listener for privacy information.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes back Robert Clark, Chief Investment Officer and Founding Partner of Domain Real Estate Partners, for a timely discussion on the state of U.S. residential real estate. With affordability continuing to challenge buyers and mortgage rates remaining elevated, Bob offers a deep dive into how homebuilders are adapting their models in 2025, from navigating margin pressure and shifting demographics to embracing land-light strategies.   The conversation explores the growing role of insurance capital in financing residential development and how institutional investors are responding to macroeconomic forces such as immigration policy and interest rate volatility. Bob also discusses how Domain partners with homebuilders to manage risk and unlock capital efficiency in an increasingly complex housing market.   Whether you're focused on credit, real assets, or portfolio construction, this episode offers valuable perspective on the intersection of real estate fundamentals and investment opportunity in today's market.

Stephen Grootes speaks to Jason Lightfoot, Senior Portfolio Manager at Futuregrowth Asset Management, about why bankability, rather than capital availability, remains the main challenge in addressing South Africa’s water infrastructure crisis. Lightfoot explains that while institutional investors have billions ready to deploy, funding will only flow into projects that meet strict bankability standards. He also highlights how instruments such as blue bonds and blended-finance models depend on well-structured, investable programme design. In other interviews, Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, chat about private assets and how they fit within the wider investment landscape. 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/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

In this episode of Lead-Lag Live, I sit down with Brad Barrie, Co-Founder, Managing Director, and Chief Investment Officer at Dynamic Wealth Group, to unpack how global-macro investing helps investors prepare for uncertainty — not predict it.From his Halloween-candy analogy on diversification to the risks hiding behind record valuations, Brad explains why hope isn't a strategy, why true diversification means non-correlation, and how the Dynamic Alpha Macro Fund aims to thrive when others panic.In this episode:– Why diversification today often means being “badly diversified”– How global macro can hedge against high valuations and volatility– Why the Dynamic Alpha Macro Fund (DYMAX) is built for flexibility– How technicals and fundamentals work together in a macro framework– Why investors need multiple drivers of return, not just hopeLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise#LeadLagLive #DynamicWealthGroup #GlobalMacro #Investing #Diversification #Markets #DYMAXStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Secular AI themes, product development in the volatility ecosystem and fault lines in the economy, as well as navigating volatility in digital assets, are among the key discussion points in this edition of the All Options Considered, featuring part II of the recording of the Bloomberg Volatility Forum 2025 held in NYC on Oct. 28. It starts with the fireside chat on digital assets by Randy Little, Partner, 50T Funds, moderated by Stacy-Marie Ishmael, executive editor, Bloomberg News. That's followed by the final panel of the conference on multi-asset volatility and macro views by Jeff Blazek, Multi-Asset Co-Chief Investment Officer, Neuberger Berman, Nancy Davis, Managing Partner & Chief Investment Officer, Quadratic Capital, Bob Elliott, Co-Founder, CEO, and CIO, Unlimited Funds, and Matthew Glazier, Co-Head of Global Derivative Trading, Prudential. The panel was hosted by Tanvir Sandhu, Chief Global Derivatives Strategist at Bloomberg Intelligence.

Asian stocks rose at the open, following Wall Street's lead, where buyers stepped in after a brief retreat in technology shares and signs of a resilient US labor market boosted investor sentiment. Also in the states, the US Supreme Court appeared skeptical of President Donald Trump's sweeping global tariffs, as key justices suggested he had overstepped his authority with his signature economic policy. We speak to Mark Cranfield, Bloomberg MLIV Strategist.Plus - While Wall Street didn't see a buying stampede, equities were able to bounce following a slide that underscored worries over how stretched the market has become and how sensitive it is to unfavorable news. Chipmakers, which bore the brunt of the recent selling, jumped on Wednesday. For more on the markets, we speak to Robert Schein, Chief Investment Officer, Blanke Schein Wealth Management. See omnystudio.com/listener for privacy information.

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, about private assets and how they fit within the wider investment landscape. They discuss what private assets are, why they’re gaining traction among investors, and how they compare to listed investments in terms of risk, return, and accessibility. 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.

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian's new venture, the possibility of an AI bubble, choosing the right stocks at the right time, and more. Then at 38:14 hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID Belski on YouTube: https://youtu.be/9L4sxWG1tds WAYT on YouTube: https://youtube.com/live/zT1pkNt8EUE   Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠ 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 Josh Brown 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. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we dive into the current bitcoin market cycle — why price sentiment has shifted, whether younger investors are losing interest, and where the next wave of buyers could come from. Jeff also breaks down how both macro forces like interest rates and micro market dynamics are influencing bitcoin's trajectory, and reacts to Scott Bessent's viral tweet that might signal a turning point for crypto markets.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================BitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 0:00 - Intro2:05 - Why is bitcoin's price doing down?10:17 - Competing trends: AI, prediction markets, and other investments15:36 - How millennials and Gen Z view the financial system differently21:31 - Has bitcoin been co-opted by Wall Street or politics?26:09 - Scott Bessent's bitcoin tweet and the search for young voices in crypto30:38 - Does bitcoin's price make it psychologically less appealing?33:58 - What would it take for bitcoin to make new highs again?35:14 - Is Jeff still bullish on bitcoin's long-term future?

This edition of All Options Considered is the recording of part of the Bloomberg Volatility Forum 2025 held in NYC on October 28th. It starts with the keynote speech by BI's Chief Global Derivatives Strategist Tanvir Sandhu on macro and volatility across markets, followed by the discussion from the first panel on the derivatives market by Benn Eifert, Managing Partner, co-CIO Head of Multi-Strategy at QVR, Diego Parrilla, Chief Investment Officer at Quadriga Asset Managers and Ilya Gofshteyn, Head of Research and Lead Macro Strategist at Capstone Investment Advisors. The panel is hosted by Noel Hebert, Chief US Corporate Credit Strategist & Global Director of FICC Strategy at Bloomberg Intelligence.

On this episode of After Earnings, Ann Berry speaks with Steph Guild, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today's market shows signs of a bubble. 00:00 – Steph Guild Joins 00:52 – How Robinhood Keeps Users Active as They Mature 02:02 – Inside “Robinhood Strategies” 03:42 – Lower Minimums and Broader Access 04:06 – Building Portfolios: Balancing ETFs and Single Stocks 07:08 – How Retail Investors Approach Risk and New Assets 10:31 – Mixing Professional Advice with Social Investing 12:42 – Portfolio Positioning in a High-Valuation Market 15:15 – Are We in a Market Bubble? 16:08 – Expanding Internationally 16:52 – Why Tokenized Assets Are Rolling Out in Europe First 18:13 – Tokenization's Benefits and Early-Stage Limitations 20:50 – How Prediction Markets Can Function as a Hedge 23:04 – Leaving a Legacy Firm for a New Model 25:44 – Taking Career Risks After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $HOOD The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices

It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader. Eric Wong is the Chief Investment Officer of Stillpoint Investments. Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there's a monthly email ——Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track your portfolio with Sharesight ——In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Matt Hougan, Chief Investment Officer for Bitwise Asset Management, discusses how digital assets are reshaping global markets and transforming investing. He also weighs in on valuation frameworks,  portfolio construction, tokenization  and the regulatory environment.

China will effectively suspend implementation of additional export controls on rare earth metals and terminate investigations targeting US companies in the semiconductor supply chain, the White House announced. The White House issued a fact sheet on Saturday outlining some details of the trade pact agreed to earlier this week by President Donald Trump and Chinese leader Xi Jinping that aimed to ease tensions between the world's largest economies. Also, there were some PMI releases across Asia. That would include South Korea and Taiwan. For more on the US-China trade fallout and the latest eco data, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.Plus - More than half of S&P 500 companies have reported quarterly results and Uber Technologies and McDonald's earnings will likely underscore deteriorating consumer sentiment in the US. Meantime, last week Big Tech was in the spotlight for 5 key players. For more on what to look out for in the week ahead, we speak to Carol Schleif, Chief Investment Officer at BMO Private Wealth.See omnystudio.com/listener for privacy information.

Swiss cheese agreements. Overspending by big tech - could that be their  downfall? A rate cut in the dark and AI's Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz Vitaliy Katsenelson, born  and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his  family three brothers, father, and stepmother. His  professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his  graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his  CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his  day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has  written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has  been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk Check this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth Strategy Stocks discussed this week (ORCL), AMZN), (MSFT), (DIS), (AMD), (NVDA), (NOK)

Today's Post - https://bahnsen.co/4qxLxMp Demystifying Private Markets: Risks, Rewards, and Systemic Implications In this episode of Dividend Cafe, host David Bahnsen, Chief Investment Officer at The Bahnsen Group, delves into the complexities of private markets, focusing on private credit and private equity. Bahnsen addresses the widespread discussions around the potential opportunities and risks in these markets, arguing that both extreme optimism and pessimism are misguided. He explains the inherent risks associated with higher returns and emphasizes the importance of understanding these investments' systemic implications, even for those not directly invested. Bahnsen also explores the historical growth of private markets, the exit bottleneck in private equity, and the potential for systemic risk. Emphasizing the necessity of prudence in investment and manager selection, he advocates for awareness of liquidity issues and proper diversification. This episode aims to provide a nuanced perspective on private markets, debunking myths and highlighting the real stakes involved. 00:00 Introduction to This Week's Dividend Cafe 00:40 Understanding Private Markets: Credit and Equity 03:07 The Risks and Realities of Private Credit 07:18 Private Credit vs. Traditional Banking 12:13 The Growth of Private Equity 18:53 Current Challenges in Private Markets 29:18 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Stijn Schmitz welcomes Chris Vermeulen to the show. Chris Vermeulen is Founder & Chief Investment Officer, The Technical Traders. In this in-depth discussion, Vermeulen provides insights into the current state of financial markets, with a particular focus on precious metals, commodities, and potential economic shifts. Vermeulen argues that gold is currently signaling potential economic instability, suggesting we are approaching a significant financial reset. He believes the precious metals market is in a temporary pullback phase, with potential for another substantial rally. Drawing parallels to the 2007-2008 market cycle, he anticipates gold could potentially reach $5,100, representing approximately a 30% move from current levels. His investment strategy, which he calls "asset revesting," focuses on moving capital into assets showing the strongest upward trends with the least risk. Vermeulen emphasizes following price action rather than getting caught up in fundamental narratives, noting that markets have their own psychology and momentum. Regarding other commodities, Vermeulen offers nuanced perspectives. He sees copper in an uptrend but isn't particularly bullish, while he's bearish on oil, predicting it could drop to around $45-$52 per barrel. Interestingly, he sees potential in the US dollar, believing it's positioned for a significant rally that could coincide with a stock market correction. His analysis suggests we're in a late-stage economic cycle characterized by innovation (currently represented by AI stocks) and potential market fragility. He warns investors to be cautious, highlighting that a handful of tech stocks are artificially propping up market indices while many underlying stocks are struggling. Vermeulen recommends investors follow price trends, manage risk carefully, and be prepared to move capital quickly between asset classes. He suggests visiting technicaltraders.com for more detailed market insights and trading signals, where he provides daily market analysis and trade recommendations based on his asset revesting strategy.

This episode of Fill the Gap features Sunil Garg, CMT, Chief Investment Officer at Lighthouse Canton in Dubai. Sunil discusses the integration of technical and fundamental analysis in global markets, with a particular focus on the current AI-driven bubble and the evolving financial landscape in the UAE and emerging markets. The conversation highlights how price action often leads fundamentals, the importance of humility in forecasting, and the need to adapt analytical tools to different market regimes. He also emphasizes that while bubbles can present opportunities, investors must remain vigilant for signals—such as earnings misses or changes in market breadth—that could indicate a shift in market conditions.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

The Governor of the Bank of Canada, Tiff Macklem, announced the fourth policy interest rate cut this year, down by a quarter of a percentage point to 2.25%, signaling a steadiness in inflation, while simultaneously warning of a weakening economy. It comes in the midst of a volatile U.S.-Canada trade war, and ahead of a later-than-usual federal budget, with a projected deficit of close to $70 billion. Host Mike Eppel speaks to Barry Schwartz, President and Chief Investment Officer at Baskin Wealth to get a pulse check of the Canadian economy ahead of the upcoming November 4th federal budget. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter

In the late hours in the US, Alphabet Inc. reported solid sales. Meta Platforms Inc. sees total expenses to significantly rise in 2026. Microsoft Corp.'s expansion in its Azure unit failed to inspire traders. For more on the latest earnings, we turn to Daniel Newman, CEO of the Futurum Group.Plus - Federal Reserve Chair Jerome Powell's blunt warning that investors need to rein in expectations for a December interest-rate cut underscored a growing tug-of-war among US policymakers who are opposed in their outlooks for jobs and inflation. While Powell made it clear that the primary concern for some is a cooling job market, others inside the Fed are warning persistent inflation will limit room for more easing. And a freeze on the release of official economic data during the ongoing government shutdown is only hardening the divide.Powell's comments came after the Federal Open Market Committee voted 10-2 to lower the target range for the federal funds rate by a quarter percentage point, to 3.75%-4%. It was the second straight rate cut, but for the first time in six years, there were dissents in both directions — with one official advocating a larger reduction and another preferring to stay on hold. For more, we turn to Sean Clark, Chief Investment Officer at Clark Capital. **Disclaimer, at the time of this recording, US President Donald Trump and Chinese President Xi Jinping have not met yet. They are set to meet later on Thursday in South Korea (local time). See omnystudio.com/listener for privacy information.

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we unpack why Strategy securing a credit rating marks a major milestone for Bitcoin adoption. Jeff breaks down what it means for corporate balance sheets, the upcoming Solana staking ETF, and how prediction markets are shaping global narratives — including the wild debate over whether Donald Trump might actually be Satoshi.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================⁠BitcoinIRA⁠: Buy, sell, and swap 75+ 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 $500 in rewards.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at ⁠https://stake.coredao.org/pomp⁠======================Timestamps: 0:00 - Intro1:58 - Importance of Strategy getting a credit rating 7:25 – What matters more: the logic or the rating itself?14:14 - How investors can make money on this19:41 - Solana staking ETFs enter the market25:12 – How traditional firms will handle staking31:47 – Prediction markets and Donald Trump being Satoshi?37:11 - New York City mayoral election odds45:52 – Coinbase's UpOnly Podcast NFT and grabbing attention

Is real estate dead? Or are we just in the hangover phase after cheap money? In this episode of The Liquid Lunch Project, Matt and Lou sit down with August Biniaz (founder & CIO of CPI Capital) to rip the lid off today's real estate climate. We go deep on how interest rates broke the model, how Canadian mortgages force you to "rematch" every five years, and why "build-to-rent" is catching heat. The real bombs drop when we talk operator risk, investor communication, and where the real opportunities still lie in the U.S.

This week on Swimming with Allocators, Peter Lazaroff, Chief Investment Officer at PlanCorp, joins Earnest and Alexa to discuss his cautious approach to investing, emphasizing minimizing mistakes, favoring rules-based strategies, and the importance of aligning investment decisions with individual client goals. The conversation covers reasons for skepticism about venture capital and alternatives, the significance of customization in wealth management, and evolving relationships between LPs and GPs. Listeners will gain insights into managing risk, the importance of purpose in portfolios, key strategies for long-term wealth-building, and so much more. Also, don't miss Sidley's Shane Goudey reflects on the shift from adversarial to collaborative LP-GP relationships, describes Sidley's direct investment vehicles, and emphasizes the importance of strategic alignment and strong partnerships between law firms and their fund clients.Highlights from this week's conversation include:Peter Shares His Investment Philosophy and FDA Analogy (1:24)Early Career, First Stock, and Influences On Investing Approach (3:43)Serving High Net Worth Clients And Market Portfolio Concept (6:55)Portfolio Customization, Financial Planning, and Client Differentiation (9:43)Sponsor Segment: GP/LP Relationships, Historic and Modern (10:44)Sidley's Investment Approach, Capital Pools, and Alignment With Clients (15:24)Advisors Selling Complexity, CIO Forum Experiences on Alternatives (18:54)Skepticism of Alternatives for All Investors and Emotional Side of Investing (23:16)Personal Finance Tools and Resources Developed by Peter (27:50)Philosophy Behind Peter's "Perfect Portfolio" Book (30:03)Peter on Investments He'd Make if He Won the Lottery; Personal Motivations (32:29)Final Thoughts and Takeaways (35:10)Plancorp Wealth Management is a privately held financial services firm founded in 1983 and headquartered in St. Louis, Missouri. The firm manages approximately $8 billion in assets, operates as a fee-only fiduciary, offers integrated wealth services including planning, investing, tax, estate, insurance, charitable giving and equity compensation, and has offices in Nashville, Sarasota, and San Francisco; it was named to Barron's Top 100 RIA Firms (2025) and holds CEFEX certification since 2007. https://www.plancorp.com/Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Corp. reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. First-quarter capital expenditures including leases, an indication of data center spending, came in at $34.9 billion, up from $24 billion in the preceding quarter, the company said Wednesday. Microsoft continues “to increase our investments in AI across both capital and talent to meet the massive opportunity ahead,” Chief Executive Officer Satya Nadella said in a statement. Total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share. Analysts on average estimated sales of $75.6 billion and per-share earnings of $3.68. The Azure cloud-computing unit posted a 39% revenue gain in the quarter when adjusting for currency fluctuations, beating the Wall Street estimate of 37%. Investor expectations for Microsoft were high heading into earnings, with all but one analyst tracked by Bloomberg rating the stock a buy. Meta Platforms said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Without the accounting charge, Meta said net income would have increased 19% to $18.6 billion.Looking beyond the third-quarter, the company said it expects a “significant reduction” in US federal cash tax payments for 2025 and years to come due to the new law. Meta reported third-quarter sales of $51.2 billion, which beat analysts’ average estimate of $49.6 billion.For analysis of the tech earnings, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Technology Analyst Anurag Rana and Ivan Feinseth, Research Director and Chief Investment Officer with Tigress Financial Partners.See omnystudio.com/listener for privacy information.

Microsoft Corp. reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. First-quarter capital expenditures including leases, an indication of data center spending, came in at $34.9 billion, up from $24 billion in the preceding quarter, the company said Wednesday. Microsoft continues “to increase our investments in AI across both capital and talent to meet the massive opportunity ahead,” Chief Executive Officer Satya Nadella said in a statement. Total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share. Analysts on average estimated sales of $75.6 billion and per-share earnings of $3.68. The Azure cloud-computing unit posted a 39% revenue gain in the quarter when adjusting for currency fluctuations, beating the Wall Street estimate of 37%. Investor expectations for Microsoft were high heading into earnings, with all but one analyst tracked by Bloomberg rating the stock a buy. Meta Platforms said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Without the accounting charge, Meta said net income would have increased 19% to $18.6 billion.Looking beyond the third-quarter, the company said it expects a “significant reduction” in US federal cash tax payments for 2025 and years to come due to the new law. Meta reported third-quarter sales of $51.2 billion, which beat analysts’ average estimate of $49.6 billion.For analysis of the tech earnings, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Technology Analyst Anurag Rana and Ivan Feinseth, Research Director and Chief Investment Officer with Tigress Financial Partners.See omnystudio.com/listener for privacy information.

Asian markets opened higher, lifted by Wall Street optimism that artificial intelligence will keep powering tech profits — and growing bets the Fed could cut rates. Stocks gained in Japan and South Korea, while Hong Kong remained closed for a holiday. The yen strengthened after Treasury Secretary Scott Bessent urged Japan's new government to give the Bank of Japan more room to fight inflation — a contrast to his message for the Fed at home. For more, we'll hear from Bloomberg MLIV Strategist Mark Cranfield.In the U.S., a rally in big tech pushed stocks to record highs as investors bet AI will keep driving earnings. Five major tech firms report later this week — key tests for whether spending on AI infrastructure keeps paying off. We spoke to Scott Ladner, Chief Investment Officer at Horizon. See omnystudio.com/listener for privacy information.

Bob Doll, CEO and Chief Investment Officer at Crossmark, on models for managing investments, the Federal Reserve's independence and the give and take between entitlements and inflation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Steve and David sit down with Tiffany Donato, Chief Investment Officer at Marcus Hotels & Resorts, for a candid deep dive into hotel investments, portfolio strategy, and the art of turning underused spaces into revenue and memorable experiences.Tiffany shares lessons from Hyatt and beyond, why Marcus pairs long-term thinking with entrepreneurial experiments (think igloos, mocktails, and ski hills), and how co-investing, recapitalizations, and smart PIPs shape their expansion outside the Midwest. Plus: texting over email, AI for call handling, and why serving locals is a growth strategy.You'll learn:The Marcus blueprint for expansion beyond the MidwestHow to underwrite labour, rate, and demand honestly (and still win)Practical activations that drive revenueWhy co-investing and long-term thinking beat quarter-to-quarter pressureSimple tech moves that delight guests and reduce frictionWatch the FULL EPISODE on YouTube: https://youtu.be/zYPYxG0AZJALinks:Tiffany on LinkedIn: https://www.linkedin.com/in/tiffany-leadbetter-donato-46b1027/ Marcus Hotels Management | Hotels, Resorts & Restaurants: https://www.marcushotels.com/For full show notes head to: https://themodernhotelier.com/episode/224Follow on LinkedIn: https://www.linkedin.com/company/the-...Join the conversation on today's episode on The Modern Hotelier LinkedIn pageConnect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

This episode features Frank Ferramosca, Executive Vice President at ENFRA, and Steve Scannell, Chief Investment Officer at Baptist Health. They share how Baptist Health leveraged an Energy-as-a-Service partnership to unlock significant operational savings, preserve capital, and drive long-term sustainability through smarter infrastructure investment.This episode is sponsored by ENFRA.

Eric Freedman, Chief Investment Officer at US Bank Wealth, joins Excess Returns to discuss markets, the economy and his investment process. Freedman shares his “control the controllables” investment framework, why he's maintained a glass-half-full view on the U.S. economy, and how data—not emotion—drives portfolio decisions. The conversation covers macro trends, inflation, the Fed, AI, valuation, and how to stay disciplined as an investor.Topics covered:Data-driven investing and the “control the controllables” frameworkWhy the U.S. consumer remains resilientInflation outlook and how sticky prices impact portfoliosThe Fed's next moves and what investors should watchGlobal diversification and the case for international stocksHow to think about inflation protection and real assetsThe diffusion of AI and separating winners from pretendersMarket concentration, valuations, and managing riskLife lessons from a CIO: discipline, process, and informed decision-makingTimestamps:00:00 Introduction03:00 Controlling the controllables06:00 Why Eric remains optimistic on the economy10:00 How portfolio decisions flow through US Bank15:00 Data-driven insights vs. gut feel18:00 Consumer strength and scorecard22:40 Inflation outlook and Fed challenges30:00 Bond market risk and the “Brazilian steakhouse” analogy34:00 Global competition and diversification38:00 Inflation protection and real assets41:30 The reality of AI and productivity47:00 Market concentration and the Mag 752:00 Valuations and long-term returns55:45 Lessons for investors

Today's Post - https://bahnsen.co/47Ly2Ab Understanding Index Funds and Their Evolution: A Comprehensive Analysis In this episode of the Friday Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, delves into the topic of index funds and their evolution over the years. He discusses the impact of index funds on the investment landscape, comparing their performance and risk profile to other investment approaches like dividend growth investing. David examines the significant growth in index fund ownership, changes in the composition of the S&P 500, and the implications of market capitalization-weighted indices. He also addresses common concerns, such as market liquidity, valuation risks, and the role of financial advisors in tailoring portfolios to individual needs. The discussion is aimed at providing a deeper understanding of the current dynamics in indexing and its relevance to both investors and financial advisors. 00:00 Introduction to Dividend Cafe 00:17 The Evolution of Indexing 00:59 Indexing vs. Dividend Growth Investing 03:39 Understanding Market Beta 07:27 The Role of Advisors and Fees 13:06 The Growth of S&P 500 Index Funds 22:35 Systemic Risks and Market Dynamics 31:13 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

JP Morgan and other banks issued warnings on the expansion of stablecoin yield products: noting the current trend of stablecoin adoption, but warned about yield-based apps and products effects on incumbent Banks.GUEST: Stephen Mackintosh, Chief Investment Officer, Sui Group HoldingsSui Group ➜ https://suig.io/00:00 Intro00:10 Banks vs Yields: Will banks win banning Coinbase from offering yields?01:50 SUIG Stablecoin: Native benefits + Wen Live?05:00 Deepbook USD $DBUSD coming soon07:20 Does SUIG replace the SuiPlay Game Dollar?08:50 Will there be a mass exodus to DeFi?10:45 Latest update on Sui Treasury? $MCVT15:00 Will treasury utilize vaults like Kai? (6% APY)16:20 What could be Sui's breakout app?19:40 Outro#Crypto #Ethereum #bank ~Banks vs Sui DeFi Stablecoin Yields

Jeff Park is a Partner and Chief Investment Officer at ProCap BTC. In this episode, we unpack why Bitcoin isn't the bubble — it's the pin. Jeff breaks down the rotation from gold into Bitcoin, how whales are contributing spot BTC to ETFs, and what Coinbase's acquisition of Echo signals for both retail and institutional investors.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================BitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 0:54 - Intro1:54 - Is bitcoin a bubble or the pin?4:15 - Can bitcoin still see major drawdowns?10:00 - Gold vs bitcoin rotation15:15 - Rotation from spot bitcoin to ETFs and why whales are contributing19:41 - Benefits of ETF wrapper vs spot bitcoin27:46 - Coinbase's acquisition of Echo and what it means moving forward

Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Brad Johnson, Co-founder and Chief Investment Officer of Vintage Capital. Brad shares how mobile home park investing is quietly outperforming traditional real estate. He breaks down why this niche is attracting serious investors, the powerful tax advantages that come with it, and how it helps solve America's growing affordable housing problem all while delivering steady, long-term returns. In this episode, we chat about… Brad's journey from small rental properties to managing $3B+ in real estate deals Why mobile home parks deliver high yield and low default rates The five classes of mobile home parks and where the best opportunities are How bonus depreciation and cost segregation boost investor returns Smart due diligence tips when buying mobile home parks Why Brad shifted from operator to allocator and what that means for investors How investing in affordable housing creates both profit and purpose Key Takeaways: Mobile home parks are an underrated, recession-resistant real estate play. The stigma keeps competition low and returns strong. Tax incentives can offset a major portion of taxable income. Long-term ownership builds wealth faster than quick flips. Reliable local partners make or break success in this space. You can invest in affordable housing and still achieve strong financial growth.   Resources from Brad LinkedIn | Email  |  Vintage Capital Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

elcome back to the Sisterhood of S.W.E.A.T. Podcast — the show that's all about building strength, resilience, and success from the inside out. Today, we're diving into the world of entrepreneurship, investing, and breaking barriers with none other than Rashaun Williams. You may know him as a Guest Shark on ABC's Shark Tank, but his influence stretches far beyond the TV screen. As founder and Chief Investment Officer of Harbinger Sports Partners — a $750 million private equity fund co-launched with Mark Cuban and Steve Cannon — Rashaun is changing the game by investing in professional sports teams. With over 170 investments, 50 exits, and early stakes in companies like Robinhood, Coinbase, Ring, and Lyft, his track record speaks for itself. But Rashaun's passion goes beyond deals — he's committed to financial literacy and giving back through the Kemet Institute, which provides free entrepreneurship and life skills to underserved communities. Today, we'll hear his journey from Wall Street to Shark Tank, the lessons he's learned along the way, and what it really takes to build wealth that lasts. Get ready for an episode packed with inspiration, strategy, and some serious Shark wisdom. Connect with Rashun: Instagram: https://www.instagram.com/rashaun_williams/?hl=en Instagram+1 LinkedIn: https://www.linkedin.com/in/rashaunlwilliams LinkedIn+1 Twitter / X: https://twitter.com/RashaunWilliams How you can stay in touch with Linda: Website Facebook Twitter Instagram Pinterest YouTube SoundCloud   "Proud Sponsors of the Sisterhood of S.W.E.A.T" Essential Formulas