Podcasts about Chief investment officer

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

Taking Stock: Wie geht es weiter an den Kapitalmärkten? Thomas Kruse von Amundi im GesprächIn dieser Folge von Wirtschaft mit Weisbach geht es um die aktuelle Lage an den Kapitalmärkten, die Nervosität rund um künstliche Intelligenz und die Frage, wo Anleger noch Chancen finden können.Ich spreche mit Thomas Kruse, Chief Investment Officer von Amundi Deutschland. Er erklärt, warum hohe KI-Investitionen zunehmend kritisch gesehen werden und weshalb gute Unternehmenszahlen allein nicht mehr ausreichen, um die Märkte zu überzeugen.Außerdem geht es um die Unterschiede zwischen den USA, Europa und Asien, mögliche Chancen in Japan, Brasilien und Indien sowie die Risiken für China und die deutsche Automobilindustrie.Auch Gold und Anleihen stehen im Fokus. Thomas Kruse erläutert, warum Gold zuletzt enttäuscht hat und weshalb europäische Staatsanleihen für Anleger interessant sein könnten.Außerdem im Podcast:Warum der AI-Trade unter Druck gerätWelche Märkte derzeit Chancen bietenWarum Japan interessant bleibtWeshalb bei China Vorsicht angebracht istWelche Rolle Gold und Anleihen spielenEin Gespräch über Aktien, KI, Schwellenländer, Gold, Zinsen und die Perspektiven für das zweite Halbjahr.

Nosipho Radebe speaks to Makwe Masilela, Chief Investment Officer at Makwe Fund ManagersSee omnystudio.com/listener for privacy information.

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

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

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

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

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

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

What if the biggest threat to your retirement isn’t the market, it’s the decisions you make when volatility strikes? In this episode, Granger Hughes sits down with Brad Jenkins, Chief Investment Officer at Market Guard, to discuss managing investment risk without abandoning growth opportunities. They explore why market timing can be risky for retirees, how a disciplined and data-driven approach may help reduce emotional decision-making, and the role of tax efficiency, direct indexing, and tax-loss harvesting in retirement planning. The conversation highlights the importance of aligning investments with individual goals, risk tolerance, and long-term retirement objectives. Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com.See omnystudio.com/listener for privacy information.

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

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

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

Nosipho Radebe speaks to Makwe Masilela, Chief Investment Officer at Makwe Fund Managers See omnystudio.com/listener for privacy information.

Geopolitical tensions, central bank decisions and key economic data releases are all competing for investors' attention. In this week's episode of PERSPECTIVES, Markus Müller, the Private Bank's Global Head of the CIO Office and Chief Investment Officer for Sustainability, discusses the renewed Iran conflict, the outlook for inflation and growth, and what investors should watch in the week ahead.Markus notes that the Chief Investment Office's "main scenario has always been that any ceasefire will be a fragile one", while emphasising that "global fixed income markets and energy prices are still the most sensitive to day-to-day conflict development".Looking ahead, investors will be closely watching US growth and inflation data, alongside inflation readings from Europe and Japan and PMI data from China. Markus also highlights the potential longer-term implications of a possible "Super El Niño”, warning that its economic and inflationary effects could extend well beyond this year.For more investing insights, please visit wealth.db.comSubscribe to Markus's “Talking Transformation” newsletter here.For more investing insights, please visit wealth.db.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Fixed income is back in focus. Rising rates could open new doors for investors' income, diversification, and portfolio construction. In this episode, listeners will learn: How today's bond market differs from the low-rate environment that followed the financial crisis Why active management is becoming more important What investors can learn from navigating market volatility As interest rates, credit markets, and market volatility continue to evolve, what role should fixed income play in a modern portfolio? Join Justin Flowerday, Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM), and Jennifer Hartviksen, Managing Director, Head of Fixed Income, TDAM, as they discuss the experiences and investment principles that have shaped their approach to navigating markets. Highlights include: 05:30 Lessons from investing through market crises 10:43 Why strong investment teams matter 14:04 The role fixed income plays in a portfolio 19:49 Inflation, interest rates, and bond returns 22:51 Why active management matters in fixed income   For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Joseph speaks with Mark Haefele, Chief Investment Officer at UBS, about what truly separates lasting wealth from wealth that gets eroded, across investing, family dynamics, and generational planning. They explore why inheritance planning can be the hardest financial puzzle wealthy families face, how billionaires think about keeping families aligned, and what happens when emotions, identity, and "behavioral noise" run the portfolio instead of a clear plan. Chapters: 0:00 The biggest mistake wealthy investors make 1:37 What are the world's wealthiest people most worried about right now? 2:44 Personal habits of billionaire families 4:24 What asset class are wealthy families increasing exposure to? 5:03 The 'Godfather' approach to inheritance 7:21 Succession TV show in real life 9:08 Why do some families retain wealth, and others lose it all? 10:28 The billionaire asset allocation template 12:06 What long term risk are markets underpricing? 13:11 An unstable decade for investors 14:08 UHNWI's view of private markets 16:40 Investing sophistication of UHNWI's 18:10 UHNWI appetite for private credit 19:15 Preferred asset classes of the wealthiest people in the world 20:12 The importance of credit ratings 21:09 Has working with billionaires changed Mark? 22:15 Mark's #1 tip for young people to build wealth today

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

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

What happens when artificial intelligence moves beyond software and into the physical world? As technology continues to evolve, many investors are asking how artificial intelligence could influence businesses, markets, and everyday life in the years ahead. In this special 100th episode of The Millionaire Next Door Podcast, Robert Curtiss welcomes Brendan Ahern, Chief Investment Officer at KraneShares, to explore how AI-powered robotics are already being adopted across Asia and what those developments could mean for investors. Brendan shares firsthand observations from his firm’s research and his travels throughout Asia, discussing automation, manufacturing, demographics, healthcare, regulation, and the evolving relationship between the United States and China. Together, they examine how looking beyond headlines can help investors better understand long-term opportunities. Key takeaways: How AI-powered robotics are already being used across healthcare, transportation, and manufacturing Why demographic changes are accelerating automation in several countries around the globe How robotics manufacturing and AI technology create opportunities across different investment markets Why regulations will likely influence the pace of AI adoption across industries and countries How data-driven research can help investors separate headlines from long-term market trends And more! Resources: Educational videos (bottom of the page) Breakneck by Dan Wang Daily Note: China Last Night powered by KraneShares Connect with Brendan Ahern: LinkedIn: Brendan Ahern Website: KraneShares Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm's research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock's iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape.  Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night, which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China's capital markets. He is a frequent guest of Bloomberg Radio's Daybreak Asia, and he is quoted in The Wall Street Journal and Investor's Business Daily. Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.

Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling investment opportunities. Additional topics include Federal Reserve policy, inflation, sector trends, and the importance of downside protection and capital preservation in generating attractive returns.

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

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

In this episode of A Book with Legs, hosts Cole Smead, CEO and Portfolio Manager, and Bill Smead, Chairman and Chief Investment Officer at Smead Capital Management, sit down with author David Williams to discuss his book, “The William E. Boeing Story: A Gift of Flight.”The conversation traces Bill Boeing's path from a wealthy heir working timberland in Hoquiam, Washington, to founding both Boeing and United Airlines almost by accident, chasing a hobby with no clear business model at the time. Along the way: a prohibition-era wiretapping scandal that helped shape modern privacy law, a government breakup of his company in the 1930s that was reversed within a decade when Roosevelt needed thousands of bombers built for WWII, and the origin story of the modern flight attendant through Ellen Church, a woman who was told no when she asked to be a pilot and created an entirely new profession instead.David is a former executive director of the Hydroplane and Raceboat Museum near Seattle and has written 10 books on motorsports and aviation. For this project, the Boeing family gave him unprecedented access to their private archives, thousands of never-before-seen photos, diaries, and personal letters, making this the first full-length biography of the father of commercial aviation.“The William E. Boeing Story: A Gift of Flight,” is available now on https://www.hydromuseumstore.org/books-and-magazines/Sign up to be notified about new episodes: https://hubs.ly/Q0452V800

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

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

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

China's southern island province of Hainan is racing toward a bold milestone: ending the sale of new fossil fuel-powered vehicles by 2030. Why is Hainan leading the way? How close is it to reaching its goal? And could its experience become a blueprint for the rest of the country? Host TU Yun joins Professor Andy Mok of Beijing Foreign Studies University, who's also the author of the newly released title The Innovation Machine: How China Creates and Adopts Technology Through Governance, Mike Bastin, a China observer and senior lecturer at the University of Southampton, and Chen Jiahe, the Chief Investment Officer of the Beijing-based Novem Arcae Technologies to examine the opportunities and challenges behind China's most ambitious clean mobility experiment and to ask whether it marks not just a shift in transportation but a broader transformation in energy, industry, and city planning.

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

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

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

Is Wall Street chasing the wrong side of the AI boom?Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners, joins Maggie Lake to explain why the real bubble isn't artificial intelligence itself—it's the massive capital spending fueling the AI race.In this wide-ranging conversation, Boockvar discusses why investors should be cautious about semiconductor stocks, how China's rapidly advancing AI and memory-chip companies could pressure profit margins, and why he believes the market is entering a new phase where stock selection matters more than simply owning the hottest sector.Peter also explains why rising real interest rates are sending an important message, why government debt and deficits are becoming a bigger concern for markets, and why he continues to view gold as an attractive long-term investment despite its recent pullback.Whether you're investing in AI, technology, precious metals, or the broader market, this conversation offers valuable insights into the risks—and opportunities—that could shape the next phase of the investment cycle.

Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh's testimony to Congress, concluding that the Fed will likely remain on hold.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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

Although financial markets have been volatile, the economic and corporate fundamentals supporting growth remain resilient. In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Frank Brochin, examines the forces driving today's economy and markets, including large-scale investment in AI and data center infrastructure, strong corporate earnings, resilient labor markets, and evolving geopolitical developments.   

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

Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.

Private markets today are being shaped by megatrends such as artificial intelligence, decentralization, and rising concentration across public markets. As traditional diversification comes under pressure, investors are increasingly rethinking liquidity, risk, and opportunity in a more complex environment.In this episode of Critical Thinking, Niall O'Sullivan, Global Chief Investment Officer, is joined by Mike Forestner, Global Chief Investment Officer for Private Markets, and Dina Richard, Senior Vice President, Treasurer, and Chief Investment Officer at Trinity Health. Together, they explore the evolving role of private markets, from managing portfolios built under different assumptions to reassessing the relationship between public and private equity in an era of AI-driven investment cycles.The discussion highlights how investors are navigating shorter-term pressures alongside long-term conviction, and how potential IPO activity could unlock significant value while remaining concentrated in a small number of dominant players.Capital at Risk. The views expressed are those of the speaker(s). They are current as of the date of recording and subject to change without notice. Podcast guests may be from firms that Marsh Investments evaluates or rates. Podcast guests may have commercial relationships with Marsh Investments. Notwithstanding any separate relationship between Marsh Investments and a guest, no guest receives direct or indirect compensation for their participation in the podcast. For Marsh Investments's conflict of interest disclosures, see Conflicts of Interest. None of the material presented in this podcast is intended as a recommendation or endorsement of any particular investment manager or investment. This is provided for informational and educational purposes only. This does not constitute a recommendation or an offer to purchase or sell any securities. This does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The discussion is not tailored to your particular personal and/or financial position. No investment decision should be made based on this information. Certain information may constitute forward-looking statements though there is no guarantee that these results will be achieved. Past performance of any asset class or security is not a reliable indicator of future results. Diversification does not guarantee a profit or protect against a loss. There are substantial risks associated with investments classified as alternative investments. Investors considering alternatives should have the ability, investing sophistication and experience to bear the risks associated with such investments.  Marsh Investments makes no representations or warranties as to the accuracy or completeness of statements or information contained herein and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy. This material should not be copied, distributed, published or reproduced in whole or in part without written permission. A transcript may be provided for your convenience. Marsh Investments is not responsible for any errors in the transcript. This content was recorded in June 2026.© 2026 Marsh.  All rights reserved. Important noticesPodcast guests may be from firms that Mercer Investments evaluates or rates. In addition, podcast guests may have commercial relationships with Mercer Investments. Notwithstanding any separate relationship between Mercer Investments and a guest, no guest receives direct or indirect compensation for their participation in the podcast. None of the material presented in this podcast is intended as a recommendation or endorsement of any particular investment manager or investment.

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

In this episode of Business, Finance and Soul, Shaun sits down with Jonathan Steele, Co-Founder and Chief Investment Officer of One Wealth Advisors, for a conversation about the human side of wealth. Jonathan brings more than 25 years of experience in financial services and manages over $1 billion in assets, but this conversation goes far beyond portfolios, performance, and traditional financial planning. The core idea: money is not just math — it is emotional, relational, and deeply connected to how we were raised, what we value, and what gives us peace of mind. Shaun and Jonathan explore the concept of financial therapy, why a person's relationship with money often matters more than the technical structure of a financial plan, and how childhood beliefs around scarcity, security, and success can shape adult financial decisions. They also discuss how families can talk more openly about money, including Jonathan's simple framework of spend, save, and share. The conversation touches on raising financially aware children, involving both partners in financial planning, the emotional ROI of major life decisions, and why experiences can sometimes be just as valuable as investment returns. Jonathan also shares his thoughts on AI, the future of financial advice, and why technology may change the tools — but not the need for empathy, trust, and human judgment. This episode is a reminder that wealth is not just about accumulation. It is about alignment, peace of mind, and building a life that feels meaningful. Topics include: Financial therapy Money mindset Behavioral finance Family money conversations Teaching kids about money The emotional ROI of wealth Needs, wants, and wishes AI and the future of financial advice Building financial peace of mind Learn more about Jonathan Steele and One Wealth Advisors: onewealth.net   Timestamp Highlights 00:00 — Welcome to Business, Finance and Soul 01:02 — Jonathan explains financial therapy 03:10 — The most unhealthy relationships people have with money 05:33 — Why financial restructuring is not enough 08:50 — Wealth plateaus and Maslow's hierarchy 10:51 — The emotional ROI of a boat 13:16 — Jonathan's upbringing and fiscal responsibility 17:26 — How families are talking to kids about money 22:00 — Spend, save, and share 28:36 — Needs, wants, and wishes 31:59 — Why life is not a spreadsheet 33:12 — Shaun's boarding school decision story 41:59 — When one partner carries the financial burden 46:01 — Passwords, trusts, and access to financial information 47:14 — AI, robotics, and the future of money 53:09 — Building financial scaffolding 54:35 — Stay curious About Jonathan Steele Jonathan Steele is the Co-Founder and Chief Investment Officer of One Wealth Advisors. He has more than 25 years of experience in financial services and brings a unique perspective to wealth management by combining investment expertise with behavioral finance, emotional intelligence, and what he describes as financial therapy. His work focuses on helping clients develop healthier relationships with money and use their wealth to create greater peace of mind, happiness, and life satisfaction. Learn more about Jonathan and One Wealth Advisors at onewealth.net.  

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

Leadership is one of those things people think is about working harder, pushing further, and doing more, but often the greatest breakthroughs come from understanding yourself first.In this episode of Uncomplicate It, I sit down with Sebastien Page, Chief Investment Officer at T. Rowe Price and author of The Psychology of Leadership, to explore how sports psychology can help leaders perform at a high level without sacrificing their health, relationships, or long-term success.Drawing from decades in investment management and lessons from elite athletes, Sebastien shares why leadership isn't just about hitting KPIs or chasing outcomes. It's about mastering the process, managing your mindset, and creating the conditions for sustained performance.His message is simple but powerful: the best leaders don't obsess over winning they focus on getting better.We talk about why so many high achievers burn out, how ego can quietly derail leadership, and why psychology is one of the most underrated tools for building stronger teams and better businesses.We also get into the realities of leadership today, from stress and decision-making to team dynamics, goal setting, and the habits that separate great leaders from everyone else.We cover:The difference between ego and masteryWhy high performers experience goal-induced blindnessHow sports psychology applies to business leadershipThe science behind stress and peak performanceWhy listening is a leader's greatest skillHow to build stronger teams with introverts and extrovertsThe concept of Return on Time Spent (ROTS)Practical ways to avoid burnout while staying ambitiousWhy process goals matter more than outcome goalsThe psychology behind sustainable leadershipTakeaways:Leadership starts with self-awarenessMastery creates longer-lasting success than egoGreat leaders listen more than they speakBurnout is often a sign of misaligned prioritiesProcess drives performanceTeams perform better when every voice is heardTime is your most valuable resourceSustainable success requires intentional habitsIf you've ever felt like success requires constantly pushing harder, this conversation will challenge how you think about leadership, performance, and what it really takes to thrive over the long term.Connect with Sebastien:

Listen to the latest Commerce Trust podcast with David Hagee, Chief Investment Officer, Scott Colbert, Chief Economist and Director of Fixed Income Management, and Brent Schowe, Director of Investment Research. Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

In this podcast, recorded before a live audience in China, John is joined by Professor Gao Xiqing, the former Vice Chairman, President, and Chief Investment Officer of the China Investment Corporation, China's largest sovereign wealth fund.They discuss Professor Gao's extraordinary career, from his early days building a railroad in rural China during the Cultural Revolution to earning his JD at Duke University and becoming one of the first Chinese lawyers to pass the New York Bar and work at a major Wall Street law firm.Professor Gao's work on Wall Street led to him explaining, as a third-year associate, the causes of the Black Friday stock market crash to Chinese business and government leaders. He was later called back to China to help design the country's first stock exchange and its securities regulator, the Chinese equivalent of the SEC.They also discuss Professor Gao's role in leading the China Investment Corporation (CIC), one of the world's largest sovereign wealth funds. CIC invests exclusively in businesses outside China, typically acquiring stakes of less than 10%, and allocates its investments roughly equally between publicly listed companies and private equity.Finally, they discuss Professor Gao's perspective on Sino-American relations. He believes that, when viewed in historical context, the two countries have grown significantly closer since the Cold War and that shared cultural values, such as a strong work ethic and a drive to achieve, will help strengthen relations in the future.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

US equities have proven remarkably resilient this year. Despite the Middle East conflict, energy price pressures, and an uneven global backdrop, the market has powered higher on AI enthusiasm and broad-based earnings growth. But beneath the headline numbers, the questions that matter most are about durability, valuations, and what investors actually own. On this episode of Disruptive Forces, host Anu Rajakumar sits down with Joe Amato, President and Chief Investment Officer for Equities at Neuberger, who brings decades of experience navigating market cycles. Drawing on his firm-wide vantage point, Joe shares how he's thinking about the state of the market and where the real opportunities and risks lie. Together, they discuss: Why this earnings-driven bull market is finally broadening beyond technology, and how a less energy-intensive economy has blunted oil shocks Where the market may be ahead of itself on AI, and why the opportunity is shifting from the enablers to the adopters A grounded, optimistic take on AI and the labor market — and the jobs we can't yet imagine Why a coming wave of mega-cap IPOs could push technology past 50% of the S&P 500, and what that means for passive investors Where Joe sees opportunity and caution in the second half of 2026, including his conviction on US and Japanese equities   This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger is not providingthis material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements."Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Use of Artificial Intelligence Tools. Neuberger may utilize AI tools in its business operations to improve operational efficiency and for assistance in research and analyzing data among other uses. AI tools are dependent on historical data, consequently, if the content or analyses that AI applications assist Neuberger in producing are or are alleged to be deficient, inaccurate, or biased, a client account may be adversely affected. Additionally, AI tools used by Neuberger may produce inaccurate, misleading or incomplete responses that could lead to errors in Neuberger's and its employees' judgement, decision-making, investment research or other business activities, which could have a negative impact on the performance of a client account. The application of AI in investment processes, research, or analysis is evolving and subject to limitations, including data quality, algorithmic biases, and interpretive errors. AI outputs should not be relied upon as the sole basis for investment decisions. No assurance is given regarding the accuracy, completeness, or timeliness of information generated by AI. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger" name and logo are registered service marks of Neuberger Berman Group LLC. © 2026 Neuberger Berman Group LLC. All rights reserved. M-003551 This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger is not providingthis material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements."Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Use of Artificial Intelligence Tools. 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How do you go from inheriting $10 million in family debt to building a $3.2 billion investment firm? In this inspiring episode of The Motivation Show, host Eli Marcus sits down with Silver Kung, author of Silver Linings: Finding Wealth, Wisdom, and Redemption on the Hardest Road of All, to explore one of the most remarkable entrepreneurial journeys you'll ever hear. After overcoming a difficult childhood in Taiwan and inheriting enormous family debt, Silver went on to become Founder, Chairman & Chief Investment Officer of Siegfried Capital, building one of the world's respected investment firms. But this conversation isn't just about wealth. It's about resilience, perseverance, purpose, lifelong learning, and developing the mindset to overcome adversity while creating a meaningful legacy. In this episode, you'll discover: • How Silver transformed $10 million in inherited family debt into a $3.2 billion asset management firm. • What a hedge fund is—and how he built one from the ground up. • The investment principles that have guided his success for decades. • Why embracing curiosity, adventure, and lifelong learning has shaped both his business and his life. • The inspiration behind writing Silver Linings. • Why reading books and watching great films can expand your thinking and your worldview. • The importance of keeping both an open mind and an open heart. • Why giving back is one of the greatest measures of success. Whether you're an entrepreneur, investor, business owner, or simply looking for inspiration to overcome life's challenges, this conversation offers practical wisdom that can help you think bigger, build stronger, and live with greater purpose. To book Eli Marcus for keynote speaking engagements, executive coaching, or PR & Marketing consulting:

Ben Felix on Simplicity, Private Equity, Factor Investing, and Living a Good Life In this episode of the Bogleheads® on Investing Podcast, host Jon Luskin, CFP®, sits down with Ben Felix, CFA, CFP®, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast. Their conversation covers what drives long-term investing success, why simplicity beats complexity, and how investors can avoid distractions from expensive and unnecessary strategies. They also discuss: * Why low costs, diversification, and asset allocation matter most * The hidden incentives behind heavily advertised financial products, including private equity * When tax planning is mostly a sales pitch * Why all-in-one funds help investors earn better returns * Using money to build a happier, more meaningful life * Whether 100% stock portfolios make sense in retirement * Whether factor investing still works Jon closes the episode by sharing his own takeaways, including why simplicity frees people to focus on what matters most. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki. Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated. Show Notes: Using Your Money to Be Happier: https://www.youtube.com/watch?v=S9InNdQhFwc PWL Planning Tools: https://research-tools.pwlcapital.com/ Bill Bengen on Bogleheads on Investing: https://boglecenter.net/bill-bengen-spend-more-money-in-retirement/ Bogleheads® Live with Christine Benz: Episode 37: https://boglecenter.net/bogleheads-live-with-christine-benz-episode-37/ Rational Reminder: Episode 316 - Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!": https://rationalreminder.ca/podcast/316

My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies in the world.  Vlad grew up in Soviet Moldova, came to America in 1990, and built a career that eventually led him to one of the most distinctive capital allocator seats anywhere in finance.  Today we talk about how the mutual insurance structure creates a unique investment platform, what Liberty looks for in a new deal or partner, and what it means to build a career and a life in a country that gave you opportunities you never would have had anywhere else.  Please enjoy my conversation with Vlad Barbalat. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:53) Vlad Barbalat (00:01:28) The Most Interesting Seat in the Market (00:05:53) Breaking Down the $120B (00:10:41) How the Portfolio Is Constructed (00:11:00) The House View (00:13:49) What Liberty Looks for in a GP (00:16:32) Why Not Just Buy Bonds (00:18:30) Benefits of the Mutual Structure (00:23:40) The Luxury of the American Citizen Through Immigrant Eyes (00:30:26) How Immigration Shaped His Worldview (00:32:45) Direct Deals vs. GP Allocations (00:35:23) Branded Capital (00:39:07) Geopolitics & Investing (00:43:48) AI's Impact on Investing (00:46:22) The Valuation Debate (00:50:47) Public vs. Private Markets (00:53:53) Lessons from Goldman (00:54:41) Why Excellence Matters (00:57:30) Managing Permanent Capital (01:03:54) The Kindest Thing