Podcasts about Chief investment officer

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.

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.

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

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.

July 15, 2026 ~ Matt Dmytryszyn, Chief Investment Officer at Composition Wealth, discusses whether data centers are a worthwhile investment, what investors should watch for, and how to navigate market uncertainty during challenging economic times. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Christopher Lee, Portfolio Manager and Chief Investment Officer, as he shares his latest market outlook and the trends he's watching. Chris will also provide an update on the Fidelity Advanced U.S. Equity Fund, and talk about how Fidelity's research and quantitative insights work together to drive this strategy. Recorded on July 7, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Où vont les actions mondiales et américaines? – Chris Lee Christopher Lee, chef des placements et gestionnaire de portefeuille fera part de ses perspectives des marchés et des tendances à surveiller. Il fera également le point sur le Fonds Fidelity Actions américaines avancées et expliquera notamment comment les recherches et les analyses quantitatives de Fidelity sont intégrées pour soutenir cette stratégie. Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/3f9cE25HGNc Date : 7 juillet 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Concerns are mounting at the Public Investment Corporation after the suspension of CEO Patrick Dlamini and Chief Investment Officer August van Heerden. The DA says the removals expose deep dysfunction at the state asset manager responsible for public pension funds. The party is now calling for urgent parliamentary intervention to restore accountability and stability at the PIC. We speak next to the DA's Finance Spokesperson, Dr Mark Burke, for more

What if the biggest threat to your retirement portfolio isn’t the market, it’s the emotional decisions you make during market swings? Granger Hughes explores why trying to time the market can be especially risky in retirement and how investors can pursue growth while managing risk. Joined by Brad Jenkins, Chief Investment Officer at Market Guard, they discuss disciplined investing, downside protection strategies, tax, loss harvesting, portfolio customization, and the importance of aligning investments with individual risk tolerance. The conversation highlights practical ways to stay focused on long-term goals while avoiding short-term emotional reactions in unpredictable markets 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.

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

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:

Axel Merk, President and Chief Investment Officer at Merk Investments, discusses Saba Capital's activist campaign that got him ousted as portfolio manager and president of ASA Gold and Precious Metals Ltd., a closed-end fund that was up nearly 200% last year but that still was branded with the label of being a "poor performer." Merk, who took over the closed end fund in 2016 and helped to nearly quadruple its assets in the last decade, says new management has no experience running a gold fund, and is only interested in narrowing the discount and generating fees for itself. He filed with the Securities and Exchange Commission and made other efforts to save the fund, but says any form of salvation is unlikely at this point. He also discusses prospects for the gold market, which has cooled significantly this year.

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

In this episode of SBS On the Money, Ricardo Gonçalves speaks with Piers Bolger, Chief Investment Officer at Infinity Asset Management, about the Australian sharemarket's decline, the impact of Microsoft's latest job cuts and whether global companies are overinvesting in AI.

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:

Matthew Sherwood, who lost his vision shortly after beginning his professional career due to Leber's Hereditary Optic Neuropathy (LHON) and Best disease. Rather than allowing vision loss to define his future, Matthew built an impressive career in finance and investment management.Today, Matthew serves as the Chief Executive Officer and Chief Investment Officer of Pothos Partners. Throughout his career, he has held leadership roles across the investment industry, managing assets in a variety of capacities, leading portfolio management teams, serving as the CEO of a startup, and now overseeing investment strategy and operations at Pothos Partners.Matthew shares his journey of adapting to vision loss while navigating the highly competitive world of finance, the lessons he's learned as a leader, and the mindset that has helped him succeed. Whether you're interested in investing, leadership, or stories of resilience, this conversation offers valuable insights and inspiration for anyone pursuing ambitious career goals.

Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco's US Value Equity Team, talks about value investing in today's rapidly changing market. From AI-driven disruption and concentrated market leadership to the role of active management, Kevin shares how he evaluates opportunity, manages downside risk, and distinguishes true value from potential value traps. He also explores where he sees compelling opportunities today — including health care — and explains why a dynamic, forward-looking approach to valuation may matter more than ever. (Invesco Distributors, Inc.)

Women are great savers, but 70% of their money sits in cash, while it has to last longer because women live longer. Dr. Sylvia Kwan has built her career closing that gap. Dr. Sylvia Kwan joins Laurie McGraw on Inspiring Women for a conversation about money, power, and why the financial industry has been quietly failing women for decades. Sylvia is the CEO and Chief Investment Officer of Ellevest, a women-founded, women-led investment advisory firm dedicated to closing the gender wealth gap. The firm has grown to 3 million members and manages over $1 billion in assets. Her path was not obvious. She studied applied mathematics and computer science at Brown University, planning a career in technology, before a final rotation in a quantitative investment group changed everything. She went on to earn a PhD in engineering-economic systems at Stanford, where her dissertation on how social interaction and investor behavior shape markets became one of the earliest works in behavioral finance. As Sylvia and Laurie discovered on the episode, they both share roots in Providence. Sylvia took the reins as sole CEO after succeeding Ellevest founder Sallie Krawcheck, and this episode goes deep on what she has built and where the industry is heading. She walks through the first-of-its-kind gender-aware investing algorithm she created, built on the real data of women's lives: salaries that peak roughly 15 years earlier than men's, career breaks, and longer lifespans. She also makes the case for "wealthcare," her term for shifting financial services away from the assumption that more is always better and toward quality of life, peace of mind, and goals that actually matter to a client. Plus the strategic decision to move Ellevest's digital investing business to Betterment so the firm could focus on private wealth and financial planning, and how she is preparing women for the $124 trillion great wealth transfer now underway. TOPICS COVERED - Why 70% of women's portfolios sit in cash and what it costs them - The gender wealth gap and why women are not set up for financial success the way men are - Building the first gender-aware investing algorithm - Why women's salaries peak 15 years earlier and why career breaks cost far more than lost salary - "Wealthcare" and measuring success by quality of life, not just returns - The $124 trillion great wealth transfer and who is prepared for it - Why 86% of widows fire their financial advisor within a year - Leading Ellevest through a major leadership transition - Investing for both returns and impact - Her one piece of advice for women: don't wait, and don't delegate Dr. Sylvia Kwan's advice to every woman watching: don't wait to claim your financial power, and don't fully delegate it. Get engaged, stay informed, and know what your money is doing. Inspiring Women is hosted by Laurie McGraw, spotlighting the women leaders shaping business, healthcare, and beyond.

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

Space Beyond SpaceX — Insigneo's Q3 2026 Quarterly Call, led by Ahmed Riesgo, Chief Investment Officer, covering the macro backdrop and market outlook, the expanding space economy, public equity opportunities across space, aerospace, defense and enabling technologies, and the physical economy of space, including infrastructure, real assets, and commercial adoption.

El espacio más allá de SpaceX — Llamada Trimestral T3 2026 de Insigneo, liderada por Ahmed Riesgo, Chief Investment Officer, enfocada en el contexto macroeconómico y las perspectivas de mercado, la expansión de la economía espacial, las oportunidades en renta variable en los sectores espacial, aeroespacial, defensa y tecnologías habilitadoras, y la economía física del espacio, incluyendo infraestructura, activos reales y adopción comercial.

Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inflation, central bank policy, and corporate earnings, while exploring the opportunities and risks created by a technology investing and artificial intelligence.

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 

Jim Caron is the Chief Investment Officer of the Portfolio Solutions Group at Morgan Stanley Investment Management. He speaks with Bloomberg's Carol Massar and Tim StenovecSee omnystudio.com/listener for privacy information.

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, whose past conversation is replayed in the feed.  Abigail has spent two decades in the Williams investment office, and her tenure manifests the benefits of duration and institutional knowledge in the seat.   Our conversation traces Abigail's nearly twenty-year journey inside the Williams Investment Office, from joining as an early analyst to becoming the internal successor CIO. We discuss the consistent mandate throughout alongside Abigail's evolution from analyst to deputy to decision-maker, including the knowledge retained as an internal candidate, the tension between respecting an institution's history and putting her own stamp on the portfolio, and perspectives on hedge funds, private markets, liquidity management, real assets, team development, and AI.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Jonathan Tepper serves as the Chief Investment Officer at Prevatt Capital and is also the founder of Variant Perception. He previously worked as an analyst at SAC Capital and held the position of Vice President on the proprietary trading desk at Bank of America. An accomplished author, Jonathan has penned several financial bestsellers, is a Rhodes Scholar and graduated with highest honors in History and honors in Economics from the University of North Carolina at Chapel Hill. He also holds an MLitt from the University of Oxford. In reflecting on his childhood and upcoming book, he says,“I grew up as a missionary kid in Madrid, Spain, where my parents founded a drug rehabilitation program for heroin addicts. Tragically, most addicts shared needles, contracted HIV and many succumbed to AIDS. They were my brothers and sisters. My new book,‘Shooting Up' not only serves as a firsthand account of the heroin and AIDS crisis during those years, but as a tale of love and compassion and loss. It's a love letter to friends and family ... and even learning.” Jonathan's Book "Shooting Up": https://a.co/d/0102r9wd   Asking Why with Clint Davis Sponsors: A special thank you to the incredible sponsors of Asking Why with Clint Davis for investing in meaningful conversations that bring hope, healing, and growth to our community.   Wellness by Dr. Natalia — a physician-led integrative and concierge medical practice in Shreveport focused on longevity, regenerative medicine, aesthetics, and whole-person wellness. Learn more at www.LuraguizMD.com   Uprising Addiction Center — helping individuals and families find lasting recovery through compassionate, evidence-based addiction treatment focused on healing the whole person. Learn more at www.UprisingCenter.com   LearningRx Shreveport — empowering children and adults by strengthening cognitive skills needed to learn, focus, read, and succeed with confidence. Learn more at www.LearningRx.com/Shreveport   We're grateful for businesses and organizations that believe in strengthening people, families, and our community.

Wall Street built entire neighborhoods just to rent them. August Biniaz breaks down how and why it works.August Biniaz, Chief Investment Officer at CPI Capital, returns to break down build-to-rent (BTR): how the asset class started after the 2008 crash, why institutions like Blackstone pivoted from buying scattered homes to building purpose-built rental communities, and what that means for individual investors today.August also pulls back the curtain on how CPI Capital operates at scale, including the AI tool that cut their deal-screening time by 90 percent, and shares his read on where interest rates and the broader economy are headed going into the rest of 2026.Key topics covered:How Blackstone's Invitation Homes buying spree of 75,000 homes gave birth to BTRWhat life inside a BTR community actually looks like (HOA, amenities, maintenance)Why BTR attracts "tenants by choice" and produces lower turnover than traditional apartmentsHow CPI Capital uses Slack, Asana, HubSpot, and AI to run a private equity real estate firmThe 10-year treasury, the war in Iran, and what August thinks happens to rates nextAugust Biniaz is the Chief Investment Officer of CPI Capital, a private equity real estate firm focused on US multifamily and build-to-rent assets with investors in both Canada and the United States.Learn more at https://cpicapital.comWork With RealDealCrewIf you're already closing deals but your intake, follow-up, or visibility feels inconsistent, here are two ways to go deeper:Take the Deal Intake AssessmentSee how resilient your current operation actually is.→ https://assessment.realdealcrew.comBook a Fit CallIf you want to explore what a fully system-driven deal flow looks like, let's talk.→ https://realdealcrew.com/bookLIKE • SHARE • JOIN • REVIEWWebsiteApple PodcastsYouTubeYouTube MusicSpotifyAmazon MusicFacebookTwitterInstagram

Americana Partners LLC Market Commentary is a financial podcast for investors, clients, and market-focused listeners who want clear perspective on the economy, investing, and portfolio strategy. Hosted by Melissa Giles and based on the market views and special reports of David M. Darst, Chief Investment Officer at Americana Partners, the show breaks down monthly market commentary, economic conditions, investment strategy, asset allocation themes, and the forces shaping today's financial markets. Each episode is designed to help listeners better understand market trends, long-term investing, and how to think clearly in changing environments. If you are looking for a smart, approachable source for market updates, economic outlook, wealth management insight, portfolio positioning, and investment commentary, subscribe to stay informed with timely perspectives from Americana Partners.   Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/  Americana Partners Website - https://www.americanapartners.com/  Linked In - https://www.linkedin.com/company/americana-partners/  Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF  iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853    Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Father Emmanuel Lemelson is an American-born Greek Orthodox priest, hedge fund manager, investor, and social commentator. Ordained in 2011 in the Greek Orthodox Archdiocese of America, he has served in various parishes while leading Lemelson Capital Management as Chief Investment Officer, where he applies a value-based, Christian-informed approach to investing. He hosts The Fr. Emmanuel Lemelson Podcast, critiquing corruption in Wall Street, Washington, the pharmaceutical industry, Christian Zionism, technocracy, and geopolitical issues through an Orthodox lens. Watch the Cornerstone Forum 26'https://shaunnewmanpodcast.substack.com/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Expat Moneyhttps://expatmoney.com/snpGet your voice heard: Text Shaun 587-217-8500

Jack Schwager and George Coyle team up to look at what it takes to master the markets, combining classic wisdom with how modern financial markets work today.After studying top fund managers and over 100 years of market history, Jack and George wrote Market Wizards: The Next Generation to showcase today's best traders. These elite performers range from everyday traders who turned small accounts into millions to steady traders who almost never have a losing month. The secret to their success is matching their trading strategy perfectly with their personality.In this conversation, Jack and George reveal the core rules that great traders follow. They talk about unexpected strategies that surprised even them, like making huge profits trading agricultural futures or shorting small-cap stocks. They also discuss why basic chart reading works better for managing risk than company fundamentals, the reality of a tough work ethic, and why the most important lesson in trading is knowing when to step away from the screen. In this episode, we explore:·        How Jack Schwager and George Coyle started working together·        The three timeless trading rules that top traders have used for over a century·        The specific trading strategies that completely surprised Jack and George·        How to balance making big returns while protecting your trading account from large losses·        The main differences in managing risk between technical and fundamental analysis·        The story of an anonymous multi-millionaire musician who became a legendary trader·        The intense work ethic and personal sacrifices needed to reach the top level·        Final thoughts on why there is much more to a good life than just trading the stock market About The Guests: Jack Schwager:Jack is the author of the famous Market Wizard series, A Complete Guide to the Futures Markets, and Market Sense and Nonsense. He is a world-known expert on trading and financial markets, famous for showing the mindset and risk management habits of elite traders.George Coyle:George is the co-author of the new Market Wizards book. He is a writer, trader, system designer, money manager, and market strategist. After studying finance at The Ohio State University, he worked for 10 years in NYC at major hedge funds, including John A. Levin & Co. and Clovis Capital. He studied applied statistics at Columbia University, worked briefly with Victor Niederhoffer, and later served as a macro strategist in the US Virgin Islands. George also worked as the Chief Investment Officer for a family office in Chicago before returning to Ohio to run his own investment firm. Links + Resources:George Coyle: https://x.com/gfc4Jack Schwager: https://x.com/jackschwagerOrder Market Wizards: The Next Generation Book: https://harriman-house.com/authors/jack-d-schwager/market-wizards-the-next-generation/9781804093641 Sponsor of Chat With Traders Podcast:Trade The Pool: http://www.tradethepool.com Time Stamps:Please note: Exact times will vary depending on current ads. 00:00 The 3 Timeless Rules Shared by 100 Years of Market Wizards
 07:57 The First Market Wizards Book
 12:13 What George Coyle Was Trying to Solve
 15:59 Why It Is Better to Keep Things Simple Rather Than Complex
 22:19 Making Sure Your Strategy Fits Your Personality
 28:21 The Two Main Types of Profitable Traders 31:55 Finding a Trading Edge in Today's Market Landscape 37:16 Interviews That Challenged Jack and George's Core Beliefs 42:51 Where the Younger Generation of Traders Succeeds 47:07 Core Personality Traits of Market Wizards 52:24 Understanding the Reality of Market Structures 56:03 The Real Problem with Pure Fundamentals 01:01:13 Jack's Most Memorable Moment from the Next Generation Interviews 01:03:50 George's Most Memorable Moment from the Next Generation Interviews 01:04:52 Where to Follow George Coyle and Jack Schwager Online Trading Disclaimer:Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Federico Malatesta is the founder of FM Transformational Coaching™, a practice that integrates executive insight, leadership frameworks, and lived experience to explore how identity evolves through change. His background includes 15 years in oil and gas, culminating as Chief Investment Officer responsible for a $40B capital program. He is also a serial entrepreneur and writes the newsletter "Almost Everything Is Context." In 2022, Malatesta founded The Artha Ranch in Texas, which functions as both a coaching space and a working reined cow horse ranch. In today's episode of Smashing the Plateau, you will learn how to build a business rooted in lived experience, personal values, and the wisdom that only comes from navigating major life transitions.Federico and I discuss:What led Federico to leave his dream job and pursue entrepreneurship [03:27]How watching a documentary changed the direction of his life [05:00]What horses reveal about leadership and communication [06:07]Why every person — and every horse — requires a different approach [08:15]How Federico structured his boutique coaching business around a chosen lifestyle [12:13]Why solo entrepreneurs must stay connected to community to grow [15:35]What Federico means by "almost everything is context" [18:14]Learn more about Federico at https://www.federicomalatesta.com/podcast/smashingtheplateau______________________________________________________________About Smashing the PlateauSmashing the Plateau is a podcast for experienced independent leaders who have left corporate roles to build sustainable, expertise-based businesses.Each episode features a thoughtful, experience-driven conversation about what changes when you no longer have the infrastructure of an organization behind you.We explore judgment, decision-making under uncertainty, growth plateaus, identity shifts, and the role of trusted thinking partners in sustaining long-term success.______________________________________________________________Take the Next Step• Experience the power of peer perspective.Join a live guest session and connect with experienced professionals navigating similar challenges:https://smashingtheplateau.com/guest• Stay connected to the conversation.Get new episodes, reflections, and invitations delivered to your inbox:https://smashingtheplateau.com/news

This Flashback Friday is from episode 1515 published July 27, 2020. Jason Hartman prepares for the first major virtual event of the network, Meet the Masters XXII. Today's guest is Chief Investment Officer of KraneShares, Brendan Ahern. What are the relations with China looking like for the US and the rest of the globe? Brendan Ahern of the ChinaLastNight.com blog updates Jason Hartman on what he sees with China's economy. Brendan touches on China's ability to re-establish trust and how it might change from being such a widely export-dependent country.  Special LIVESTREAM: Tuesday Evening, 8 PM EDT "The History of Bubbles" YouTube Jason Hartman facebook.com/JasonHartman.com Meet The Masters Virtual: July 31 – August 2 JasonHartman.com/Masters  Guests: Ken McElroy, Sharon Lechter, Harry Dent, George Gammon, Sean Carroll    

Employee benefits continue to be a critical component of attracting and retaining talent. According to the Society for Human Resource Management (SHRM), 81% of employers consider both retirement savings and planning benefits and leave benefits to be either "very important" or "extremely important" offerings for their workforce. As organizations compete for talent, retirement plans remain one of the most valued benefits employers provide. In this episode of Let's Have This Conversation, I sit down with Alex Langan, ERISA attorney, Chief Investment Officer, author of the #1 bestselling book 401(k) Exposed, and founder of Langan Financial Group. Alex has built a reputation for challenging conventional wisdom surrounding employer-sponsored retirement plans. After serving as a Pennsylvania Supreme Court clerk and practicing ERISA law, he discovered what he believes is one of the most overlooked issues in corporate America: many employers unknowingly expose themselves to legal and fiduciary risks through the administration of their 401(k) plans. During our conversation, Alex explains why retirement plan providers may not always have incentives aligned with employers and employees, the fiduciary responsibilities many business owners and HR professionals inherit without formal training, and the steps organizations can take to better protect both themselves and their workforce. We also discuss: • Why retirement plans remain one of the most important employee benefits organizations offer • Common misconceptions employers have about fiduciary responsibility • The hidden costs and risks embedded in many 401(k) plans • How employees can become more informed retirement savers • What business owners, CFOs, and HR leaders should be asking their retirement plan providers • Why transparency and education are critical to improving retirement outcomes Alex also shares the philosophy behind Langan Financial Group, an independent financial planning firm focused on personalized guidance rather than product sales or quotas. Their approach centers on understanding each client's goals, challenges, and long-term financial objectives while delivering customized financial planning solutions supported by a dedicated team. Whether you're an HR professional, business owner, executive, or employee participating in a workplace retirement plan, this conversation offers valuable insights into a system that affects millions of Americans every day.   For more information: https://langanfinancialgroup.com/ Email: alex@langanfinancial.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

August Biniaz is the Co-Founder and Chief Investment Officer of CPI Capital, where he leads acquisitions, investment strategy, and asset management. With more than 15 years of experience in real estate, he has helped close over $225M in multifamily and build-to-rent assets. In this episode, August joins Jake and Gino to discuss multifamily investing, scaling real estate operations, market trends, passive income strategies, and what investors need to understand to succeed in today's market. ESTIMATED TIMESTAMPS 00:00 – Introduction 02:10 – August Biniaz's background and transition into real estate 06:45 – Building CPI Capital and scaling operations 11:30 – Multifamily investing fundamentals 17:20 – Build-to-rent opportunities and market demand 23:10 – Raising capital and investor relationships 29:00 – Market challenges and current opportunities 35:20 – Passive vs active investing strategies 41:40 – Lessons learned from large real estate deals 48:10 – Mindset, growth, and entrepreneurship 53:20 – Final advice for investors 55:46 – Closing thoughts We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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