Podcasts about Chief investment officer

As 2025 draws to a close, we cap off the year with Rich and Jason exchanging expectations for the market and macro environment in 2026 - including thoughts on the role of the Fed. Plus, a look at positioning preferences heading into the new year. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Founder, Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors (RBA). Host: Daniel Cassidy

Morningstar's 2026 Investment Outlook is live, offering clear context on the forces that will shape the year ahead and beyond. If there's one takeaway for investors, it's this: Preparation beats prediction. Markets will keep shifting—tariffs, the Fed, geopolitics, and the rapid buildout of AI infrastructure—and trying to forecast every twist isn't a strategy. Building resilient portfolios is. That's why our outlook avoids bold predictions and instead focuses on rational, evidence-based decision-making across the issues that matter most to advisors and their clients. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen Grootes speaks to CEO of Sappi Stephen Binnie about Sappi and Finland-based UPM-Kymmene Corporation’s plan to create an independent 50/50 joint venture for graphic paper, combining their European and American operations to address structural changes in the industry and strengthen long-term resilience. In other interviews, Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, unpacking why the US Federal Reserve matters and how its decisions can impact your investments. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what's real, what's noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what's actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping back, and what that means for bitcoin going forward.======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================Timestamps: 0:00 – Intro1:54 – Why crypto sentiment feels so bad right now7:21 – Bitcoin vs altcoins: supply, leverage & liquidations9:33 – Correlation, institutions & the 4-year cycle14:41 – How to evaluate Strategy right now & should they sell bitcoin?26:26 – What's really going on with Tether?32:33 – QT is over, QE is back & what that means moving forward

In this episode of Thought Behind Things, we sit down with Nayab Babar, Chief Investment Officer at the Pakistan Startup Fund, the man shaping how capital flows into Pakistan's next generation of startups.Nayab shares how Warcraft strategy games trained his problem-solving mindset, how his perspective on racism changed, and why he believes exposure not arguments fixes prejudice.Nayab also explains why:Pakistan & India have the same starting line in AIYou won't be replaced by AI, but by people USING AIWestern media's “free speech” narrative is deeply hypocriticalNICs are broken and need complete rebuildingBrain drain isn't always a bad thingThis is one of the most honest conversations on Pakistan's tech reality, global competition, and the mindset shift needed for the next decade.Socials:TBT's Instagram: ⁠⁠⁠https://www.instagram.com/thoughtbehindthings/⁠⁠⁠TBT's TikTok:⁠⁠⁠ https://www.tiktok.com/@tbtbymuzamil⁠⁠⁠TBT's Facebook: ⁠⁠⁠https://www.facebook.com/thoughtbehindthings⁠⁠⁠TBT Clips: ⁠⁠⁠https://www.youtube.com/@tbtpodcastclips⁠⁠⁠Muzamil's Instagram: ⁠⁠⁠https://www.instagram.com/muzamilhasan/⁠⁠⁠Muzamil's LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/muzamilhasan/⁠⁠⁠Nayab's LinkedIn: https://www.linkedin.com/in/nayab-babar-cfa/Endeavor's LinkedIn: ⁠⁠⁠https://www.linkedin.com/company/endeavor-pakistan⁠⁠⁠Credits:Executive Producer: Syed Muzamil Hasan ZaidiAssociate Producer: Saad ShehryarPublisher: Talha ShaikhEditor: Jawad Sajid

Peter Boockvar, Chief Investment Officer at OnePoint BFG, joins the MSD airwaves once again for a breakdown of the potential dynamics of the Japanese bond market. With the Japanese central bank in the precipice of raising rates and the US Federal Reserve potentially cutting rates, the two decisions could have implications on the yen carry trade.

How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale multifamily, the power of operational efficiency, and why workforce housing in the Southeast offers lasting opportunity, all while revealing how the right team fuels sustainable investor growth.   Key Takeaways To Listen For Why the BRRRR strategy still works and how it scales assets Lessons from buying a 36-unit property on Chicago's South Side The power of broker relationships and how 20% of brokers control 80% of multifamily deal flow How Carbon's approach adapts to shifting market cycles and distressed opportunities Survive till 2025: why now is one of the best times in a decade to buy workforce housing   Resources/Links Mentioned In This Episode Think and Grow Rich by Napoleon Hill | Audiobook and Paperback The Magic of Thinking Big by David J. Schwartz | Paperback, Hardcover, and Kindle Traction by Gino Wickman | Kindle, Audiobook and Paperback   About Michael Pouliot, CFA, CAIAMichael Pouliot, CFA, CAIA, is the Chief Investment Officer at Carbon Real Estate Investments, where he oversees investment strategy, capital deployment, and portfolio performance across the firm's vertically integrated real estate platform. With deep experience in institutional acquisitions, asset management, and private equity, Michael has led transactions across multifamily, workforce housing, and value-add real estate throughout the Southeast and Sunbelt regions. Prior to joining Carbon, he held senior roles at real estate investment firms and advisory groups, specializing in underwriting, capital markets, and large-scale portfolio operations. Known for his data-driven approach and expertise in market-cycle strategy, Michael is a frequent speaker on real estate economics, financing structures, and operational efficiency. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.   Connect with Michael Website: Carbon® Real Estate Investments Podcast: Deal Flow Podcast | YouTube and Audacy LinkedIn: Michael Pouliot, CFA, CAIA   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

In Episode 44 of Chain Reactions, we're joined by Sebastian Bea, Olympic medalist, former BlackRock and Coinbase exec, and now Chief Investment Officer at Reserve One, a soon-to-launch Digital Asset Treasury (DAT) designed to give institutions diversified, long-term exposure to the crypto ecosystem.**We go deep on:**- How digital asset treasuries differ from ETFs and traditional funds- Why Reserve One is betting on a multi-asset strategy across BTC, ETH, SOL, and more- What institutions *really* need before entering crypto- Why stablecoins are the Trojan horse for mass adoption- The role of tokenized assets, onchain capital markets, and how sovereign funds are already enteringSebastian also shares what he learned from his time at BlackRock, the moment he got orange-pilled on a Thanksgiving dog walk, and why “time is not linear in markets.”**

Asian stocks traded within tight ranges early Wednesday, mirroring similar moves on Wall Street amid a lack of fresh catalysts, while a rebound in cryptocurrencies lost steam. In South Korea, Today's outperformer is the South Korean equity market. Today, the Bank of Korea reported a revised GDP growth of 1.3% quarter on quarter. It's the fastest pace of growth in nearly four years. We heard from Frederic Neumann, HSBC Chief Asia Economist and Co-Head of Global Research. He spoke to Bloomberg's Paul Allen and Avril Hong on the Asia Trade. In the States - There was a cautious rebound in the US equity market. A portion of today's risk-taking was tied to a rebound in crypto currencies. We spoke to Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management.See omnystudio.com/listener for privacy information.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a check on how the consumer's held up this holiday season according to alternative data sources and earnings reports - before breaking down what it all means for stocks with Truist Wealth's Chief Investment Officer. Plus: is the Bitcoin bottom in? Or is there more pain to come - the CEO of crypto trading platform Bullish gave his take on the action... before the team turned to gold with TD's Global Head of Commodity Strategy, who argues there's better bets for the new year elsewhere.  Also in focus: Apple's AI shake-up, OpenAI's "Code Red", and Amazon's new AWS plans... The team discussed all 3 headlines, and what it means for shares alongside the broader markets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Asian stocks staged a rebound on Tuesday following a selloff that saw cryptocurrencies lead declines in global risk assets. Japanese government bonds were in focus ahead of an auction of 10-year debt. For more on the outlook on emerging market opportunities in Asia, we spoke to Joy Yang, Head of Product Management and Marketing at MarketVector Indexes. Plus - Almost $1 billion of leveraged crypto positions were liquidated during another sharp drop in prices on Monday that brought fresh momentum to a wide-ranging selloff. For more on what this for the broader market, we spoke to Tim Pagliara, Founder, Chairman, and Chief Investment Officer at CapWealth.See omnystudio.com/listener for privacy information.

Sébastien Page is the Chief Investment Officer at T. Rowe Price, one of the world's largest investment management firms. Sebastien oversees a team of investment professionals who manage more than $500 billion in assets, and he rose from a non-English-speaking intern to the C-suite. Sébastien is also the author of the book, The Psychology of Leadership.   In this episode we discuss the following: For the sports psychologist and 40-time national handball champ Daniel Zimet, his best match ever was a loss. Roger Federer, one of the greatest tennis players of all time, lost nearly half the points in his career. Outcomes are noisy, and are only loose signals of decision quality. True peak performance, whether in sports, investing, or life, isn't always about winning. It's about a relentless focus on the process. At the highest levels, listening beats speaking, strategic patience often beats knee-jerk decisiveness, and the courage to quit can matter more than blind persistence. None of this matters if we're running on empty. The foundation of sustained excellence is sleep, diet, and exercise.

Here are three reasons why you should listen to this episode:Discover the key themes shaping financial decision-making, from economic shifts to evolving investor needs.Understand how resilience emerged as the strongest guide for navigating uncertainty.Learn how expert insights can inspire clearer and more confident choices moving forward.ResourcesCIBC's "Smart Advice" Podcast and Website - Website | Apple Podcast | SpotifyVisit CIBC for more Smart AdviceEpisode Highlights[00:21] Season Wrap-Up: The Themes Defining Financial Decision-Making Over the episodes throughout Season 3, Canadians faced shifting economic conditions and changing financial needs.Host Carissa Lucreziano reflected on how each conversation revealed what people were working through.Resilience emerged as the strongest theme as guests showed how steady planning created opportunity.[02:25] Carissa Lucreziano: “In order to build the resiliency of our country's economy, you have to think about things in the long term, and you also have to go with what we're good at, and what we are good at in this country is natural resources.”The season showed the clear priorities and choices that helped Canadians stay focused on what they could control.[01:50] Lisa Raitt: Resilience and Economic Opportunities in CanadaCanada's economy showed strengths extending beyond the headlines.Lisa Raitt pointed out that Canada's natural resources and innovation hubs as long-term advantages.She emphasized how focusing on what Canada did well supported national resilience.Her insights highlighted why a broader view helped Canadians see opportunity in shifting global conditions.[03:32] Andrew Grantham: Housing Market Realities Across ProvincesHousing trends continued to shift as interest rates and regional conditions evolved.Senior Economist Andrew Grantham explained why affordability pressures persisted in major provinces.He noted the large urban markets remained buyer-heavy, creating downward pressure on prices.[04:37] Andrew Grantham: “What we are seeing there is that this is still a buyer's market. There are still more sellers than there are buyers, and that is putting a little bit of a downward pressure on prices.”His perspective gave Canadians a clearer sense of the regional forces affecting home decisions.[04:48] Ian Gallagher: Entrepreneurship, Innovation and Succession PlanningEntrepreneurship continuously reshaped Canada's economic landscape, adapting it to new technology and ideas.Ian Gallagher explained younger companies used digital tools to drive growth and margins.He also highlighted how immigrant entrepreneurs brought creativity and momentum to many sectors.His insights showed why business owners benefited from planning early for future succession.[06:13] CIO David Wong: Investing Wisely Through Short-Term NoiseMarket volatility continued to test investor confidence throughout the season.Chief Investment Officer, David Wong explained how emotional reactions often led to missed financial gains.He explained why diversification and patience played a key role in navigating uncertainty.The conversation encouraged Canadians to stay aligned with their timeline rather than the daily news. [07:24] Aaron Young: Fixed Income's Role in a Balanced PortfolioFixed income remained a steadying force during uncertain market periods.According to Aaron Young, bonds helped offset equity risk and protect capital.He emphasized that fixed income still held value for investors at every experience level.His guidance reinforced the importance of keeping fixed income as part of a balanced portfolio.[08:36] Meric Koksal: Alternative Investments and Intergenerational Wealth PlanningAlternative assets became increasingly relevant as investors searched for new sources of return.In her conversation with Carissa, Meric Koksal outlined why private equity, private credit and real estate gained traction.She noted how longer time horizons supported higher potential growth for younger generations.Her perspective showed how alternatives complemented traditional strategies and strengthened family planning.[10:20] Michael Keaveney: Teaching Financial ResponsibilityBuilding strong money habits early continued to shape long-term outcomes for young Canadians.As Michael Keaveney discussed in his episode, giving children a voice encouraged responsibility and confidence.[10:48] Michael Keaveney: “I think it's entirely appropriate and a good idea for children to learn that the money didn't fall out of the sky, that a plan was put together, a conscious choice was made, maybe even at the expense of other options, and as time goes on, the child can have an increasingly a voice in that plan.”He explained how involvement supported better financial literacy over time.His insights highlighted how even small contributions taught meaningful lessons.[12:19] Richard Voss: Estate Planning and Lifetime GivingLifetime giving emerged as a meaningful approach for modern estate planning.In his appearance, Richard Voss explained how passing down financial gifts during a life time creates a greater positive impact for loved ones.In his experience, many inheritances arrived too late to be fully useful; Canadians are living longer, and the passing on of wealth happens much later.His guidance encouraged Canadians to support the next generation when it mattered most. [13:50] Jamie Golombek: Year-End Tax Planning for a Stronger Financial FutureYear-end remained a key moment for strengthening financial plans.Jamie highlighted how timely FHSA contributions could make a real difference.He outlined how charitable giving and donating appreciated securities created tax efficiencies.His advice helped Canadians enter the next year with greater clarity and preparedness. [15:30] Dr. Noah Levine: Health and Financial Well-BeingPersonal well-being will always have a significant impact on long-term financial success.Healthy workplaces supported stronger performance, according to Dr. Noah Levine.He noted employers played an important role in protecting employee well-being.The discussion showed why caring for health helped sustain better financial decisions. [17:35] Investing in Personal Growth and Future OpportunitiesPersonal growth emerged as a central driver of future financial opportunity.Scott McGillivray encouraged Canadians to invest in skills and relationships.[18:02] Scott McGillivray: “The absolute number one investment right now in 2025 that someone can make is in themselves. This is the time to up your game.”He emphasized acting early to be ready when new opportunities appeared.His message framed self-investment as a foundation for future progress.About CarissaCarissa Lucreziano is a financial advice expert at CIBC, with extensive experience in wealth management, personal finance and strategic planning. Carissa specializes in guiding individuals through critical life transitions, including retirement, entrepreneurship and relationship changes, offering tailored solutions to help them achieve their financial goals with confidence. Her financial expertise enables her clients to build economic resilience and secure their futures.Carissa is passionate about empowering Canadians to take control of their finances by providing clear, actionable advice that simplifies complex financial decisions. She is dedicated to fostering financial confidence, ensuring her clients can navigate challenges and milestones with clarity and success.Connect with Carissa Lucreziano on LinkedIn.Enjoyed this Episode?If you did, be sure to subscribe and share it with your friends!Post a review and share it! If you enjoyed tuning in, leave us a review. You can also send this to your friends and family. Although Canada's economy plays a part, your financial decisions matter more. This season revealed how Canadians are navigating change with clarity and intention. With the right perspective and steady habits, every decision becomes a step toward a stronger financial future.Have any questions? You can connect with me on LinkedIn or through CIBC's Facebook,  or Instagram.Thanks for tuning in! For more updates, visit our website. You can also listen to more amazing episodes on Spotify or Apple Podcasts.

Hosted by Derek Felske, Chief Investment Officer.

Stocks have found their footing after a recent period of softness, and that strength could continue through 2026, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “Positive year-end seasonality could still be offset by a temporary return of worries around AI market concentration, and also US labour market softness”, Markus says. “But looking across a 12-month horizon, the market is still positive.”Markus was also present at COP30, the latest UN conference on climate change, and he said the developments there were important for investors. “The lack of consensus on a fossil fuels phase-out means continued volatility in oil and gas”, Markus says, adding that changes will reverberate far beyond the energy sector. “It's not just about the climate, but shaping industrial strategy, trade competitiveness, and capital allocation.”For more investing insights, please visit wealth.db.com.In 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. © 2025 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

Portfolio Manager at Animoca Brands and former Chief Investment Officer at Node Capital, Shan Han joins Jeremy Au to trace his path from Hong Kong trading to fintech and Web3, discuss how early crypto grew from ideology, and explain why tokenizing assets like student loans can unlock education across Southeast Asia. They explore how customer urgency validates real problems, how global liquidity reshapes emerging markets, and how regulation and permissioned systems will define the future of crypto. Shan also reflects on leaving hedge funds to build companies that solve urgent needs. 06:00 First startup taught real founder lessons: Shan overbuilt the product and underinvested in speaking to customers, which he now sees as his biggest early mistake. 09:00 ICO wave created opportunity and chaos: Node Capital traded markets and backed early tokens as crypto cycles repeated with massive upside and sharp crashes. 10:00 SME lending proved a painkiller need: Borrowers called him for loans before a product even existed, showing that real demand always leads. 14:00 Tokenized student loans expand access: Global liquidity meets local underwriting so students in the Philippines and Indonesia receive financing they previously could not access. 14:55 Benefits emerge for investors, lenders, and borrowers: On-chain capital finds high-quality yield, local lenders scale faster, and students get more affordable financing. 17:15 Blockchain reshapes student loan markets: Unified liquidity, alternative credit models, and on-chain verification make lending systems more efficient and more inclusive. 22:00 Every major asset will become tokenized: Stablecoins lead the way, followed by T Bills and real-world assets as liquidity and tradability improve. 29:00 Courage means leaving comfort for impact: Shan left a hedge fund he loved to build companies because solving real problems mattered more than staying safe. Watch, listen or read the full insight at https://www.bravesea.com/blog/shan-han-tokenize-real-life Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #Web3 #DeFi #Tokenization #StudentLoans #EmergingMarkets #CryptoEducation #FintechInnovation #DigitalAssets #FutureOfFinance #BRAVEpodcast

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or find it on Spotify, Podbean or Apple Podcasts. In this episode, Chris and Ying Yi unpack the macro consequences of the AI build-out, exploring how the multi-trillion-dollar data-centre capex boom, rising memory costs, and U.S. reshoring are reshaping inflation, credit markets, and central-bank policy. They also assess why AI-exposed sectors like management consulting are expanding—not contracting—as AI augments human productivity. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

In our guest episode today, we host Matt Wacher, Chief Investment Officer, APAC at Morningstar Investment Management (MIM). We run through where MIM sees opportunities, what they consider overvalued and how investors should approach markets.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the fixed income aspects of their volatility strategy. Earlier in his career, David built and ran Asian and Global EM trading businesses for RBS (ABN AMRO Group), Bankers Trust, and Bank of America. He currently sits on the Monetary Authority of Singapore Markets Committee (SFEMC). 

Ray speaks with Raymond about the implications of renewed hopes for a December FOMC rate cut on risk assets. They review the equities barbell strategy for the US tech and healthcare sectors and discuss the impacts on UK government bonds and the British pound following the Autumn Budget. They conclude with a discussion on the NZD/USD outlook after the recent RBNZ meetingRead our latest Weekly Market View report here. Speakers: - Ray Heung, Senior Investment Officer,  Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank 

On this special Thanksgiving edition of Bloomberg Daybreak, host Nathan Hager speaks with: Poonam Goyal and Lindsay Dutch of Bloomberg Intelligence look ahead to Black Friday and what we can expect in the retail space. Scott Martin, Chief Investment Officer of Kingsview Wealth Management, looks ahead to what 2026 will bring for market volatility Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the recent bitcoin crash and looks ahead to crypto in the new year. Jen Rie, Bloomberg Intelligence Senior Litigation Analyst, updates on the latest antirust battles facing high tech See omnystudio.com/listener for privacy information.

In this episode of the Massive Passive Cashflow Podcast, I sit down with Michael Pouliot, Chief Investment Officer of Carbon Real Estate Investments, founder of EON Capital Partners, and a private equity operator with over $1 billion in completed real estate transactions. Michael blends Wall Street training from J.P. Morgan and Merrill Lynch with real-world entrepreneurial execution, making him one of the most data-driven and operationally disciplined investors in the workforce housing space. Michael shares how he transitioned from the fixed-income desk on Wall Street to becoming a full-time real estate investor—starting with a $25,000 BRRRR deal in Philadelphia that became the blueprint for scaling into 50+ acquisitions, 20–50 unit buildings, and eventually a fully vertically integrated multifamily platform focused on workforce, renter-by-necessity housing. We dive deep into the exact strategy he uses to build long-term, durable cash flow—from targeting 1970s–1990s vintage multifamily assets, to buying in school districts rated 8–10/10, to underwriting properties on a 10-year hold horizon rather than chasing short-term IRR. Michael also breaks down his data stack (RealPage, CoStar, ATTOM, Parcel Labs, U-Haul migration data) and the demographic filters Carbon uses to choose markets like Georgia, Northern Florida, Alabama, Ohio, and Indiana. You'll also hear how Michael works with family offices, high-net-worth investors, and special-situation capital partners—and why his vertically integrated model creates stability, investor protection, and consistent monthly income even in volatile markets. Whether you're an aspiring investor, an operator ready to scale, or a professional seeking passive income, this episode is packed with high-level insights to help you invest smarter and build lasting wealth through workforce housing.     What You Will Learn: How Michael transitioned from Wall Street (J.P. Morgan, Merrill Lynch) to full-time real estate investing And why trading time for money pushed him toward assets that produce "dividends forever." The exact numbers on his first BRRRR deal How a $25K Philadelphia rowhome led to dozens of repeatable deals and the foundation for scaling. Why workforce housing creates strong, long-term cash flow And why targeting families, great schools, and 2–3 bedroom units creates low turnover and stable operations. Michael's data-driven market selection system Including migration trends, income-to-rent ratios, school ratings, home-price gaps, and supply metrics. Why he underwrites every deal on a 10-year hold And how long-term compounding beats short-term IRR chasing. How Carbon built a vertically integrated property management platform And why owning operations is essential for protecting both tenants and investors. Where the best opportunities are today Why markets in Georgia, Northern Florida, Alabama, Ohio, and Indiana continue to outperform. How family offices evaluate operators—and why they trust Michael What makes an operator "institutional-ready," plus what new investors should prioritize when partnering. Why now is a pivotal moment for renter-by-necessity housing And how investors can position themselves for durable income in the next decade.     Links & Resources: LinkedIn: https://www.linkedin.com/in/michael-pouliot/  Carbon Website: https://www.investwithcarbon.com/  EON Website: https://www.eoncapitalpartners.com/  Website: https://www.michaelpouliot.com/      Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?

These days, a coin can hold as much value as code, and a dollar can be digital by design. It's a burgeoning financial world out there, and there aren't many maps for this marketplace. Tyler Hafford and PFA's Chief Investment Officer, Sam Chaplin, sit down and discuss Digital Assets, the intriguing pros, the concerning cons, and the curious comparisons to the regular economy. Despite many long years, money now always acts like money then: what might make the change is the people who are holding it. YOU'LL LEARN: How digital assets differ from physical analogues How assets like smart contracts and cryptocurrencies function in the market The risks of a decentralized, democratized currency, such as hacks or hijackings Timeless takeaways: diversification, discipline, long-view thinking  

On Episode 736 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer at Q India UK.SHOW NOTES(00:00) The Take(05:09) Markets jump 1,000 points as they join global rallies(07:38) JP Morgan pitches Nifty at 30,000 in a year's time(10:10) Supply of fresh equity has likely peaked, says CLSA(11:28) The Government wants you to take note of the small reform doses(24:24) India's rare earth magnet pushRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠

Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the middle markets. Michael Kelly is Co-President and Chief Investment Officer of Future Standard, a $90 billion alternative asset manager focused on private middle-market strategies for the wealth channel. Michael has been in the alternatives industry for three decades, starting as an analyst under Lee Cooperman and Julian Robertson, helping build FrontPoint Partners, which began the institutionalization of hedge funds, serving as CEO of ORIX USA, where he led the acquisition of $250 billion global asset manager Robeco, and for the last decade turning to the democratization of alternatives. Our conversation covers Michael's path from working in hedge funds to building alternative asset businesses, including lessons about incentives, leadership, and culture. We then discuss his pivot from the institutional market to the wealth channel, and the growth from a single strategy at Franklin Square with $12 billion in assets to a full suite of strategies under the rebranded Future Standard with $90 billion across private credit, private equity, real estate, infrastructure, and multi-asset investing. Michael also shares his views on performance expectations and what the flood of new capital means for the institutional market. 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)

Tuesday Headlines: Pauline Hanson’s facing criticism over recycled burqa stunt, US and Ukraine edge closer to a peace deal, Aussie house prices have surged almost 50% since COVID, more than half of us regret Black Friday buys, and Joey from Secrets We Keep joins us to chat his new ep ‘Unmasking Australia’s most corrupt cop’. Deep Dive: Australia’s second-largest food delivery app shuts down on Wednesday- a decision that signals not only the end of a jingle, but a 20-year-old operation that once helped pioneer the industry. Menulog made the announcement a fortnight ago with little detail, so why is it shutting up shop and could this see the creation of another duopoly in Australia? In this episode of The Briefing, Chris Spyrou speaks with the Motley Fool’s Chief Investment Officer in Australia, Scott Phillips to break it down. Follow The Briefing: TikTok: @thebriefingpodInstagram: @thebriefingpodcast YouTube: @TheBriefingPodcastFacebook: @LiSTNR Newsroom See omnystudio.com/listener for privacy information.

David Clark chats to one of Australia's most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital. For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and a rare ability to remain steadfastly contrarian when markets become euphoric or fearful. His flagship Global Companies Fund has delivered a remarkable compounding track record, most recently over 26% per annum for investors over the last five years, achieved without owning the Magnificent Seven, a feat almost unheard of in today's market environment. Paul shares: * The DNA of a great investor: why temperament, patience, and an ability to stand alone matter more than ever. * Lessons from 40 years in markets, from running a US equity fund as a 20-something to navigating booms, busts, and every style cycle in between. * Why value is the only thing that matters, and why so many investors misunderstand what “value” truly means. * The psychology of contrarianism and how to maintain conviction when the world is telling you you're wrong. * Sector and stock opportunities he sees right now, including European banks, global industrials, drug companies, and high-quality franchises trading at meaningful discounts. * His candid take on AI, FOMO, global imbalances, geopolitics, inflation, and why he believes investors need to temper return expectations in the decade ahead. * Why he partnered with Regal, how it extends his investing life, and why he intends to keep managing money “until the day I die.” Paul's blend of humility, blunt realism, and deep conviction makes him one of the truly distinctive voices in global equity investing.

Matt Faircloth interviews Christian Macellari, Head of Acquisitions and CIO at RSN Property Group, about how their team has grown more than 20% in the past 15–16 months by staying disciplined, data-driven, and relentless in sourcing opportunities. Christian explains how RSN underwrites roughly 400 deals a year to close just a few, why top-down market conviction matters before drilling into individual assets, and how their team blends off-market outreach, broker relationships, and distressed-debt conversations to secure deals. He also breaks down RSN's buy box, when they'll consider heavy-lift opportunities, and why Chicago is the market he “loves to hate.” Christian and Matt wrap by discussing JV/co-GP equity structures and how operators can realistically partner with larger institutional groups. Christian MacellariCurrent role: Chief Investment Officer & Head of Acquisitions, RSN Property GroupBased in: (Not explicitly stated in transcript)Say hi to them at: https://rsnpropertygroup.com | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Europe's macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter one centered on pro-growth fiscal policy, energy security, and capital-market reform. For investors, this transformation signals the potential for renewed momentum in European equities and fixed income.In this episode of The Bid, host Oscar Pulido speaks with Helen Jewell, Chief Investment Officer for EMEA Fundamental Equities, and Roelof Salomons, Chief Investment Strategist for Northern Europe at the BlackRock Investment Institute, about how Europe's evolving macro and investing environment is creating new opportunities across sectors.They explore how fiscal flexibility is enabling investment in productivity and innovation, how energy transition and AI demand are reshaping infrastructure and power markets, and why European banks, defense companies, and energy-efficiency leaders have emerged as standouts. The conversation also looks at the valuation gap between Europe and the U.S., the implications of potential ECB rate cuts, and what reforms could drive a broader, more durable resurgence.Key Takeaways:· Europe's shift toward fiscal flexibility marks its first explicitly pro-growth stance in over a decade.· The intersection of energy transition and AI is driving infrastructure and power investment.· Banks, defense, and efficiency-focused industrials remain strong performers.· Europe still trades at a discount to the U.S., offering selective opportunity.· Integration of capital markets could unlock long-term competitiveness.Key moments in this episode:00:00 Introduction: Europe's Economic Challenges and Optimism01:10 Meet the Experts: Helen Jewell and Roelof Salomons02:17 Historical Context: Europe's Economic Journey03:51 Current Barriers and Progress in Europe05:40 Sector Focus: Defense, Banks, and Energy08:49 Fiscal Policy and Unified European Growth10:33 Energy and AI: The Long-Term Investment Landscape14:30 Valuation and Market Opportunities in Europe17:17 Conclusion: Path to a Broad Resurgence in Europe19:21 Closing Remarks and Future OutlookEurope investing; Europe macro; European equities; investing in Europe; capital-markets union; energy transition Europe; European fiscal policy; European banks; AI power demand; ECB rate cuts; BlackRock Investment Institute; European defense; valuation gap; competitiveness in EuropeSources: “What's needed for an investment renaissance in Europe?”, BlackRock Investment Institute, October 2025; NATO, August 2025; BlackRock Fundamental Equities analysis, September 2025; “Entering The Age of Electricity”, IEA Electricity Demand 2025;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Japan's inflation ticked up in October, and the BOJ may be on track for a rate hike. Masa Takeda, Portfolio Manager at the Hennessy Japan Fund, discusses how Prime Minister Sanae Takaichi's economic package could address inflation. Plus, the S&P closed lower with morning gains from Nvidia earnings evaporating. Adam Coons, Chief Investment Officer at Winthrop Capital Management, talks today's trading.See omnystudio.com/listener for privacy information.

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China's equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China's market narrative after years of pessimism.In this episode:– Why China's cloud and AI revenue growth is outpacing expectations– How anti-involution policy is stabilizing competition and lifting margins– Why global investors — especially Europe and Asia — are rotating back into China– Where KWEB sees opportunity across online video, entertainment, and emerging tech– Why semiconductor valuations demand caution despite the broader tech rebound– How the Trump–Xi détente may open the door to further policy normalizationLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce.From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and specifically the KEMQ ETF are positioned to benefit from a structural rebalancing away from overstretched US valuations.In this episode:– Why emerging markets are regaining leadership after a decade of underperformance– How tech and e commerce have reshaped the EM index composition– The valuation divergence between US tech and EM tech– Why ADR volatility distorts fundamentals and why local shares matter– How investors should size EM exposure and position KEMQ in a portfolioLead Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #KraneShares #GlobalTech #KEMQStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we break down why bitcoin's price has been slipping and whether the market is actually signaling the start of a bear trend. Jeff explains the key forces driving sentiment — from liquidity pressures to global macro shifts — and why a slightly negative year for bitcoin might not be as bearish as it sounds.We also dig into what it would take for bitcoin to rip back toward the $125K–$150K range, plus how geopolitical dynamics in Japan, China, and elsewhere are shaping the broader investment landscape.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 0:00 – Intro1:50 – Why is bitcoin dropping? Should investors be worried?4:36 – Do technical levels like CME gaps actually matter?8:13 – Harvard's bitcoin position and how endowments invest12:15 – Has optionality changed bitcoin's market dynamics?15:14 – What Jeff is watching for real signs of optimism17:30 – Is the 4-year cycle officially dead?23:18 – Macro risks: liquidity, global conflict, & Trump premium25:56 – What would a true upside black swan look like?28:05 – How do you underwrite quantum risk today?

A huge moment for markets with Nvidia results in just a few hours:Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer from Target's CFO - before getting into the tech trade with Truist Wealth's Chief Investment Officer, who remains bullish on the sector here. Plus: hear one longtime tech investor's take on what to watch out for when Nvidia reports (Melius Research Ben Reitzes), and whether Alphabet's new rally to record highs has legs here... In addition to one crypto CEO's take on the recent sell-off there (Bullish's Tom Farley).Also in focus: an exclusive with Goldman Sachs Chairman & CEO David Solomon... Spanning markets, M&A, and how AI is changing his business. Hear his comments in full this hour. cnbc.com/squawk-on-the-street-disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joining us today is Leena Bhutta, the Chief Investment Officer of the Doris Duke Foundation. Leena leads an internal investment team responsible for managing the foundation's endowment which fully supports the foundation's operating budget – enabling a more creative, equitable and sustainable future.     Leena began her career in technology investment banking at Goldman Sachs before transitioning to global equity research at Joho Capital, a multi-billion-dollar, global hedge fund. Following several years as a direct investor, she shifted her focus to mission-driven capital, establishing the investment program for the Hollyhock Foundation—a private foundation created by the founders of Joho Capital.    Leena holds a Bachelor of Arts degree from Wellesley College and an MBA from the Stanford Graduate School of Business. Leena also serves on the Board of Directors of TIFF Investment Management and is a member of the Investment Committee for the Robertson Foundation.   Leena's journey is truly inspiring, and I am excited to share our conversation with you. 

Ian McKnight is a long-time asset management CIO who currently holds a portfolio of roles, including as Chief Investment Officer of Tontine Trust, Senior Adviser of Cartwright, Hineni Capital and Giants Shoulders Capital as well as a series of other roles. He previously was Chief Investment Officer at Royal Mail for over 13 years.    Our conversation starts with Ian's start as an actuary and how he found himself gravitating towards pensions – his affinity for working with people and problem solving made him a natural fit. We discuss some of his core investment beliefs including how to take calculated risks, and use examples of some of the innovative strategies he employed while CIO at Royal Mail. We discuss how government regulation (and attitude to risk) can hamstring investment opportunities and what can be done to avert this. Ian explains Tontine Trust's potential to disrupt the annuity market by offering income for life with better returns. Ian also stressed the importance of networking, mentorship, and entrepreneurial spirit, advocating for a cultural shift in the UK to foster innovation and risk-taking.Series 5 of 2025 is kindly sponsored by Diamond Hill. Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. An independent active asset manager with significant employee ownership, Diamond Hill's investment strategies include differentiated US and non-US equity, alternative long-short equity and fixed income.

On this episode, Travis sits down with Sebastien Page, author of The Psychology of Leadership and Chief Investment Officer at T. Rowe Price. With over 20 years of experience managing $500 billion in assets, Sebastien brings deep insight into finance, leadership, and performance psychology. He combines academic research, practical investing experience, and a passion for teaching financial literacy to provide unique perspectives on money, stress, and personal growth. On this episode we talk about: Sebastien's early experiences making money and the influence of his parents on his financial mindset. How to teach kids about money, compound interest, and investing in a way that sticks. The psychology of stress and how to use it to improve performance rather than avoid it. Lessons from sports psychology applied to leadership and high-stakes decision-making. Surprising insights from research on intelligence, grit, and lifelong financial success. Top 3 Takeaways Understanding and optimizing stress is crucial for peak performance—stress isn't the enemy, it can be fuel. Teaching children financial literacy early creates lasting habits and empowers them to make smarter decisions. Success in life and money is influenced more by personality, resilience, and grit than raw intelligence. Connect with Sebastien Page: LinkedIn: https://www.linkedin.com/in/sebastien-page Instagram: https://www.instagram.com/sebastienpagebook/ Other: Book: The Psychology of Leadership ✖️ ✖️ ✖️ ✖️

Roger Montgomery, Chief Investment Officer of Montgomery Investments, joined Philip Clark to discuss the latest finance news and take questions from Nightlife listeners. 

Sébastien Page is the Chief Investment Officer of T. Rowe Price, overseeing an astounding $500 billion of the firm's $1.79 trillion in assets — a sum on par with the market caps of Exxon Mobil, Mastercard, or Netflix. Widely acknowledged as a global investment expert, Sébastien is also a deeply informed thinker on leadership. Managing a "portfolio" of high-performing analysts, investment managers, and support staff has taught him that the traits behind exceptional investors closely mirror those behind exceptional people managers. Drawing on research across positive psychology, sports psychology, and personality science, Sébastien has written a groundbreaking book, The Psychology of Leadership, that details 18 core principles that consistently produce high-performance leaders. This week, Sébastien shares the practical behaviors, frameworks, and insights that can transform how leaders think, act, and inspire.  Monday Morning Radio is hosted by the father-son duo of Dean and Maxwell Rotbart. Photo: Sébastien Page, T. Rowe PricePosted: November 17, 2025 Monday Morning Run Time: 54:28 Episode: 14.24 The Sébastien Page Library The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! Beyond Diversification: What Every Investor Needs to Know About Asset Allocation  Factor Investing and Asset Allocation: A Business Cycle Perspective

Nancy Mueller Handal, Chief Investment Officer of Insurance Asset Management at Bayview Asset Management, shares her insights on how insurers can pursue alpha through residential loans and asset-based finance. With extensive experience in structured credit, Nancy explains why residential whole loans can be a strong fit for insurance portfolios when managed with discipline and precision. She discusses the capital efficiency of the asset class, the appeal of agency-eligible and non-QM loans, and the role of thoughtful underwriting in mitigating risk.   The discussion also covers the evolution of the residential credit market, the importance of robust data and infrastructure, and the risks that come with layered credit and valuation gaps. Nancy outlines how Bayview's platform approaches sourcing and portfolio construction at scale, and why residential loans can provide diversification and long-term value when approached with a careful, insurer-aligned strategy.

Robert Karas is a Partner and Chief Investment Officer at Bank Gutmann in Vienna, Austria's oldest private bank, where he oversees investment strategies for ultra-high-net-worth clients. Robert is a seasoned investor on a lifelong journey known for his thoughtful investment philosophy and engaging market insights.3:00 - Robert describes the 1960s "paperwork crisis" when Wall Street trading volumes exploded and people physically schlepped suitcases of stock certificates along Wall Street, requiring the establishment of the Depository Trust Company in 1973.5:20 - Bogumil shares his vivid memory of holding physical account statements from decades ago, witnessing the literal doubling of family fortunes—"two turning into four, four turning into eight"—and how the tangible nature of old statements helped him grasp the true power of long-term compounding.6:45 - Discussion of Buffett's revolutionary fee structure: zero management fees, profit sharing only above hurdles, and the forgotten detail—unlimited personal liability for losses. "Talking about aligned interests... we all talk about it, but normally we do not share in the downside directly."14:30 - Robert explains why Buffett dissolved his partnerships in 1969: "He didn't want to manage other people's emotions anymore." The shift from managing external capital to managing Berkshire allowed him to focus purely on business building without quarterly redemption pressures.25:00 - The power of Buffett's language: simple, clear, authentic communication that builds trust. Robert notes how Buffett writes letters "as if he's sitting in your living room explaining things to you."38:15 - Discussion of Berkshire as more than just an investment—it becomes part of people's identities, something they want to pass to their children, transforming from a stock into a legacy vehicle.56:30 - Bogumil's insight about Omaha during the annual meeting: "There's no other place on earth that for a few days, I have more friends per square mile than anywhere else."59:00 - Final reflection on trust and doing the right thing even when nobody's watching—the essence of working with families and the true lesson from Buffett and Munger.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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

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

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

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

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

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian's new venture, the possibility of an AI bubble, choosing the right stocks at the right time, and more. Then at 38:14 hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID Belski on YouTube: https://youtu.be/9L4sxWG1tds WAYT on YouTube: https://youtube.com/live/zT1pkNt8EUE   Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we dive into the current bitcoin market cycle — why price sentiment has shifted, whether younger investors are losing interest, and where the next wave of buyers could come from. Jeff also breaks down how both macro forces like interest rates and micro market dynamics are influencing bitcoin's trajectory, and reacts to Scott Bessent's viral tweet that might signal a turning point for crypto markets.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 0:00 - Intro2:05 - Why is bitcoin's price doing down?10:17 - Competing trends: AI, prediction markets, and other investments15:36 - How millennials and Gen Z view the financial system differently21:31 - Has bitcoin been co-opted by Wall Street or politics?26:09 - Scott Bessent's bitcoin tweet and the search for young voices in crypto30:38 - Does bitcoin's price make it psychologically less appealing?33:58 - What would it take for bitcoin to make new highs again?35:14 - Is Jeff still bullish on bitcoin's long-term future?

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

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we unpack why Strategy securing a credit rating marks a major milestone for Bitcoin adoption. Jeff breaks down what it means for corporate balance sheets, the upcoming Solana staking ETF, and how prediction markets are shaping global narratives — including the wild debate over whether Donald Trump might actually be Satoshi.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================⁠BitcoinIRA⁠: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to ⁠https://bitcoinira.com/pomp/⁠ to earn up to $500 in rewards.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at ⁠https://stake.coredao.org/pomp⁠======================Timestamps: 0:00 - Intro1:58 - Importance of Strategy getting a credit rating 7:25 – What matters more: the logic or the rating itself?14:14 - How investors can make money on this19:41 - Solana staking ETFs enter the market25:12 – How traditional firms will handle staking31:47 – Prediction markets and Donald Trump being Satoshi?37:11 - New York City mayoral election odds45:52 – Coinbase's UpOnly Podcast NFT and grabbing attention