Podcasts about Chief investment officer

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

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

Welcome to the Complexity Premia podcast by Coolabah Capital, a 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 you can find it on Spotify, Podbean or Apple Podcasts. In this episode, Chris and Ying Yi run a top-down markets scan: recent performance and the outlook for yields, how hyperscaler AI capex is feeding into bond supply, inflation expectations and term premia, and where value is emerging across major asset classes. They cover the next moves from the RBA and the Fed, implications for housing and growth, and whether AI ultimately proves disinflationary. The conversation closes with the cross-asset tells—USD, gold and bitcoin—and what they're signalling for the year ahead. 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.

Singapore shares slid today as investors continue to mull uncertainties relating to US tariffs on global trading partners. The Straits Times Index was down 0.52% at 5,015.04 points at 2.12pm Singapore time, with a value turnover of S$1.48B seen in the broader market. In terms of counters to watch, we have UOB, after the bank said today that its net profit for the fourth quarter fell 7 per cent on the back of margin pressures from lower benchmark rates. Elsewhere, from how US President Donald Trump warned countries against backing away from recently negotiated trade deals after the Supreme Court struck down his emergency tariffs, to a fresh trade tangle between Japan and China, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management.See omnystudio.com/listener for privacy information.

Tehillah Niselow speaks to Gyongyi King, Chief Investment Officer at Alexforbes See omnystudio.com/listener for privacy information.

The US Supreme Court ruled that a broad swath of President Trump's tariffs are illegal, but there is still much to sort out after the decision, says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. “It's not the time to really change your asset allocation or portfolio construction, because I feel that a lot of this was already sort of baked into the market reaction,” Deepak says. “I don't think last Friday's decision really rules out or addresses the issue of potential refunds, which is what the market really wants more clarity on. But if made, those refunds could total around $170 billion. So there might be some uncertainty there.” In the week ahead, some key earnings reports are likely to get a lot of attention, Deepak says. “The bulk of the fourth-quarter earnings is behind us, but still some of the key players are going to be reporting this week” he says, noting some major technology names. But for the year ahead, “The key question is going to be whether the trend of the strongest earnings growth that we have seen in the technology sector stays with us in 2026.”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. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

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

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

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

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

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

Sanae Takaichi was reappointed as Japan's Prime Minister following her resounding electoral win, a formality that allows her to turn her attention to expediting passage of the annual budget and implementing a trade deal agreed with US President Donald Trump. Shifting drinking patterns and rising health concerns are leading to a long term decline in alcohol consumption worldwide. Many liquor companies are being forced to diversify. Kirin is no exception. It is a Japanese beer company. The company is diversifying and making a full scale push into health sciences to help drive growth. We heard from Toru Yoshimura, Senior Executive Officer at Kirin. He spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - A rebound in stocks gained traction amid easing jitters around artificial-intelligence disruption while a slew of data showed the US economy is holding up. We spoke to Tim Pagliara, Chief Investment Officer, CapWealth.See omnystudio.com/listener for privacy information.

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

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

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

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

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

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

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

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

Asian stocks were poised for a subdued start Tuesday, with holiday-thinned trading keeping volumes light as investors await a fresh round of economic data later this week for direction. Mainland China and Hong Kong are shut for Lunar New Year holidays. Investors are also paying attention to the shifts in sentiment around artificial intelligence, which may reverberate far beyond the technology sector with the emergence of the so-called AI scare trade. We speak to Stephanie Leung, Chief Investment Officer at StashAway. See omnystudio.com/listener for privacy information.

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

SummaryIn this conversation, Nate Leslie and T.Rowe Price's Chief Investment Officer, Sebastian Page, explore the intersection of youth sports and corporate leadership, focusing on the psychology of performance, stress management, and the importance of valuing the joy of mastery over outcomes. If you like this episode, check out related conversations in other episodes!Sebastien is the author of The Psychology of Leadership. They discuss how stress can impact performance, the role of positive psychology in enhancing engagement, and the necessity for leaders to instil meaning in their teams' work. The dialogue emphasizes the importance of feedback, tracking progress, and the responsibility of leaders to create an environment where individuals can thrive and find purpose in their roles.Keywordsleadership, psychology, positive psychology, mastery, engagement, stress management, performance, youth sports, business, coachingTakeawaysThe connection between youth sports and corporate leadership is stronger than you might think.Optimal performance requires a certain level of stress, not zero stress.Mastery orientation leads to better performance than ego orientation.Positive psychology focuses on what makes people thrive over time.Engagement in work is crucial for performance and satisfaction.Feedback and tracking progress can significantly enhance engagement.Finding meaning in work is essential for motivation and fulfillment.Leaders have a responsibility to help their teams find meaning in their work.Goal-induced blindness can negatively impact performance.Positive sports psychology can aid leaders in managing their responsibilities.Mastery vs. Ego: The Key to PerformanceSound bites"Praise the process, the effort, not just the outcome.""We have a crisis of engagement in America.""Goal-induced blindness can hinder performance."Chapters00:00 The Connection Between Youth Sports and Leadership02:54 Understanding Stress and Performance05:44 Mastery vs. Ego in Sports and Business09:02 The Role of Positive Psychology11:45 Engagement and Meaning in Work14:44 The Importance of Feedback and Progress Tracking17:53 Finding Meaning in Work20:48 The Leader's Responsibility in Creating Meaning23:50 Final Thoughts on Leadership and Psychology

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

Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to review current market conditions for bonds and discuss our economic outlook and portfolio strategy for the coming year. He shares his views on the incoming Federal Reserve chair, opportunities in credit and structured products, and the impact of artificial intelligence on markets and the economy.Related Content:AI's Promise and History's Lessons Our new paper addresses the economic and market implications of AI in the context of investment opportunities across infrastructure, equity, and credit markets.[Read Now]First Quarter 2026 Fixed-Income Sector ViewsOur investment team evaluates sectors across the fixed-income market.[Read Now]10 Macro Themes Driving Markets in 2026 10 macroeconomic trends likely to shape monetary policy and investment performance this year.[Read Now] Investing involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.Guggenheim Investments represents the investment management businesses of...

Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess the AI theme and reaffirm an equity overweight in the US and Asia ex-Japan. The discussion also covers gold and concludes with comments on bonds.You can read our latest Global Market Outlook today here.Speakers: Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank Ray Heung, Senior Investment Officer,  Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

This week, we review a busy week of economic data, including updates on retail sales, employment, and inflation, and discuss what these signals mean for the broader economy. We ask how markets are digesting softening inflation, shifting Fed expectations, sector-level dispersion in equities, and ongoing volatility tied to AI-driven disruption. We end the episode with guest Sean Poe, Director of Investment Research at Key Wealth, who provides some guidance on how investors might think about IPOs, private markets and portfolio construction in the current environment.Speakers:Brian Pietrangelo, Managing Director of Investment Strategy, Key WealthGeorge Mateyo, Chief Investment Officer, Key WealthRajeev Sharma, Head of Fixed Income, Key WealthSteve Hoedt, Head of Equities, Key WealthSean Poe, Director of Investment Research, Key Wealth02:18 – Retail sales, employment report, inflation (CPI), and what they indicate about consumer strength and economic momentum.05:17 – A macro interpretation and outlook, including recession expectations, labor market trends, housing's role in inflation, and potential future Fed actions.08:29 – We look at this week's bond market reaction, shifts in rate cut expectations, Treasury yields, safe‑haven flows, and credit market sector performance.13:00 – We break down the equity market dynamics, rising volatility, sector rotation, AI-driven disruptions, and the shift toward “HALO” (hard assets, low obsolescence) stocks.16:15 – Sean Poe delivers a thorough overview of the state of the IPO market, why the IPO window closed in recent years, early signs of reopening, and the role of AI-driven capital needs. He also touches on implications for investors, including considerations around accessing IPOs, the role of private markets, and the importance of portfolio construction and advisor guidance.Additional ResourcesRead: Key Questions: Investing Before Lift‑Off – What Should Investors Know About Private Markets and the Next IPO Cycle? Key QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

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

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

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome.Our guest for this episode is: Amanda Agati is the Chief Investment Officer for PNC Asset Management – a firm with over $215 billion in total assets under management. For more about this series visit us at:https://sponsored.bloomberg.com/media/coinbase/evolving-money

Today we're drinking tequila with Patrick Murphy, Chief Investment Officer of Coastal Construction and former U.S. Congressman. A true South Floridian, Patrick's path runs from growing up in the Keys to Congress, and back to the job sites shaping South Florida's skyline. His family's firm, Coastal Construction, is behind many of the high-rises going up today. We get into what's broken in politics, what's broken in construction, and how Patrick is betting on alternative building systems and Togal.AI to use artificial intelligence to revolutionize the way projects get estimated and built.Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at info@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram - we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

For long-term institutional investors like SWIB, 2025 reinforced the importance of maintaining a diversified portfolio, managing risk carefully, and staying disciplined through market cycles. Rather than reacting to short-term headlines, the focus remained on fundamentals, valuation, and the long-term objectives of the Wisconsin Retirement System. In this episode of The SWIB Podcast, we welcome back SWIB Executive Director and Chief Investment Officer Edwin Denson. We'll look back at how global financial markets performed in 2025, a year shaped by easing inflation pressures, shifting interest-rate expectations, and continued uncertainty across economies and geopolitics. Looking ahead to 2026, we'll discuss the themes SWIB is watching closely — from the trajectory of economic growth and monetary policy to how public and private markets may respond to evolving conditions. We'll also talk about where opportunities may emerge, how risks are being assessed, and how SWIB positions portfolios to remain resilient in a range of possible outcomes. Edwin will share perspective on how SWIB approaches uncertainty, balances near-term market dynamics with long-term responsibilities, and continues to invest with a focus on meeting the retirement promises made to Wisconsin's public employees and retirees.

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

In this episode of The Willpower Podcast, host Will Holdren sits down with entrepreneur and investor Damion Lupo for a wide-ranging conversation on business, investing, and building real wealth.Damion is the Chairman and Chief Investment Officer of FrameTech, a construction technology company focused on transforming the future of framing and the way buildings are constructed. Over the course of his career, Damion has founded more than 70 companies, helped create multiple $100M businesses, and developed a reputation for thinking differently about capital, risk, and opportunity.He's also the host of the Financial Underdogs Podcast, where he shares insights on money, investing, and breaking free from traditional financial systems.In this conversation, we dive into Damion's entrepreneurial journey, lessons learned from building and scaling companies, the future of construction technology, and what it really takes to create lasting financial freedom.This episode is packed with insight for entrepreneurs, investors, and anyone looking to challenge conventional thinking around business and wealth._______________________________MAGIC MIND: WILLPOWER20 for 20% off Magic Mind Mental Performance shots and 48% off subscriptions⬇https://www.magicmind.com/WILLPOWER20WLPWR Podcast Website: willpowerpodcast.orgGet your copy of Rick Segal's book, The Heart of It here: https://amplifypublishinggroup.com/product/nonfiction/business-and-finance/entrepreneurship/the-heart-of-it/Read Rick Segal's blog: https://impactinvestorsegal.com/blog

In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The Boock Report on Substack. Peter shares his perspective on recent volatility across commodities, the outlook for precious metals, energy markets, and what earnings season is revealing about the broader economy. Key themes discussed include: Gold & Silver Volatility - A look at the parabolic move and sharp correction in precious metals, why consolidation may take time, and what could ultimately re-establish a more stable base. Macro Risks to the Precious Metals Bull Market - Central bank policy, currency strength, geopolitical dynamics, and factors that could weaken long-term demand for gold. Base Metals, Critical & Strategic Resources - How deglobalization, supply chain security, and resource hoarding are reshaping demand for industrial and strategic metals. Energy Markets & Oil Outlook - Why oil remains supported despite bearish sentiment, the impact of underinvestment, and what higher prices could mean for energy equities. Earnings Season & Equity Valuations - Insights into elevated expectations, revenue trends, margin pressures, and what current earnings reveal about economic momentum. Sector Positioning for 2026 - Peter highlights where he sees opportunity, including energy, commodities, and select defensive sectors amid shifting market leadership.   Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/   --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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

Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Stephen joined CalPERS eighteen months ago from a career spanning Wall Street, the IMF, and two of the most innovative sovereign wealth funds, where he was Chief Investment Strategist at Australia Future Fund and CIO at New Zealand Super Fund.   Our conversation dives into the theory and implementation of the Total Portfolio Approach, drawing on Stephen's experience at Australia and New Zealand, and his plans for CalPERS. We cover the TPA mindset, its fostering of sound governance and accountability, comparisons to Strategic Asset Allocation, challenges of implementation, and the adaptation of the model at CalPERS.   Stephen is one of the most experienced practitioners of TPA in the world. Our discussion pairs well with my recent conversation with Ashby Monk, as more allocators learn and consider this approach to managing assets.  Learn more about our Strategic Investments: Thema.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

The current AI cycle, fueled by an unprecedented compute upgrade, is driving a fundamental economic shift. In this panel discussion at this year's TIMT Conference, Matthew Hedberg, Head of Global TIMT Research, joins John Borthwick, Founder and CEO, Betaworks; Dave Golob, Chief Investment Officer, Francisco Partners; and Greg Turorto, Portfolio Manager, Goldman Sachs, to discuss how investors can navigate future opportunities while avoiding potential investment pitfalls.

Feb 6, 2026 – Chris Puplava, Chief Investment Officer at Financial Sense Wealth Management, analyzes the recent tech sector sell-off, the disruptive impact of AI advancements like Claude Legal, and the broader market implications for investors...

In this episode of Around the Desk, Sean Emory, Founder and Chief Investment Officer at Avory & Co., steps back from the AI noise to focus on what actually matters right now.Using recent earnings from Google, Microsoft, Amazon, and Meta, this conversation breaks down what the massive AI CapEx buildout really signals, how different business models monetize AI very differently, and why many of the fears around software disruption may be overstated.This episode explores AI through a capital allocation lens, separating defensive spending from offensive opportunity, and what Big Tech behavior tells us about the true health of the underlying economy.Topics covered include:• The scale of Big Tech AI CapEx and why it matters more than feature launches • Defensive vs offensive AI spending and how to think about moats • Why AI CapEx is also an economic confidence signal • Different monetization paths at Amazon, Microsoft, Meta, and Google • Why Meta may be the cleanest AI beneficiary • The narrative vs data gap around Google Search and AI disruption • Why the “AI breaks software” panic may be overdone • Enterprise security, governance, and why AI rollout feels fast and slow at the same time • Platforms vs single-purpose tools and where risk actually sits • What recent software earnings say about demand, renewals, and long-term contracts • How AI likely becomes embedded inside platforms rather than replacing themThis conversation is for informational purposes only and should not be considered investment advice. Avory & Co. may hold positions in some of the companies discussed. Please do your own research before making any investment decisions._____DisclaimerAvory is not an investor in either company mentioned. .Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers 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.“Likes” are not intended to be endorsements of our firm, our advisors, or our services. While we monitor comments and “likes,” we do not endorse or necessarily share the opinions expressed by site users. Any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please limit posts to industry-related educational information and comments.Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess, our Head of Compliance and Operations, for any further details.

GuestEric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock's approximately $250B SMA platformBioEric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA's investment strategies and is responsible for the commercialization of the vertically integrated business unit within US Wealth Advisory. Mr. Metz is a memberof BlackRock's USWA Executive Committee.Prior to the BlackRock acquisition, Mr. Metz was a Co-Founder of SpiderRock Advisors, and led both the business and investment team, as President & CIO, since its inception in 2015, and throughout the BlackRock strategic partnership in 2021.Preceding SRA, Mr. Metz was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and the Chicago Board Options Exchange (CBOE). After the trading floors, he was a senior trader and partner at both Ronin Capital and Bengal Capital, proprietary trading firms specializing in volatility arbitrage. Mr. Metz graduated, Magna Cum Laude, from the University of Michigan with a B.S.E. in Industrial and Operations Engineering. He earned his M.S.E., with honors, in Industrial and Operational Engineering, and was enrolled in the program's PhD program. Mr. Metz is a CFA Charterholder, a member of the CFA Institute, the CFA Society of Chicago and a member of YPO's Chicago based Windy City Chapter.

Gold prices are swinging sharply, while the appeal of the U.S. dollar as the world's dominant reserve currency appears to be gradually eroding. Does de-dollarization force the world to rethink safe havens — beyond dollar and gold. And where does the Renminbi stand in this shifting landscape? To explore these questions, host Ge Anna is joined by Yan Liang, Professor of Economics at Willamette University; Sean Chang, Associate Professor of Practice in Finance at the University of Hong Kong; and Chen Jiahe, Chief Investment Officer at Novem Arcae Technologies.

For years now, corporate stock prices have been growing substantially faster than their free cash flows.In theory, this shouldn't be sustainable.Will 2026 prove to be the year that the math starts to matter?Today's guest, Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors, thinks it may be.REQUEST A FREE CONSULTATION WITH OXBOW at https://www.thoughtfulmoney.com/oxbow#magnificent7 #commodities #oilandgas _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Amazon reports alongside key results from Affirm, Reddit, Roblox, and Strategy. Roth's Rohit Kulkarni joins with instant analysis of Amazon's quarter, investor expectations and what the results signal for Big Tech and consumer demand. Michael Farr, President and CEO of Farrcrest, assesses overall market conditions amid this slide in tech stocks. Bitwise CEO Hunter Horsley weighs in on a sharp downturn in crypto markets and what it means for risk appetite. Bob Michele, Chief Investment Officer at JPMorgan Asset Management, discusses bond and commodity market dynamics, offering perspective on rates, inflation, and global growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

How do you build a venture strategy that both delivers strong returns and meaningfully improves the lives of children and families? In this episode, host Elaine Hamm, PhD, sits down with Andrew Meadow, MBA, Founding Partner and Chief Investment Officer at Health Innovation Capital, for a thoughtful conversation about investing in pediatric and maternal health. Andrew shares the personal and professional journey that led him to focus his career on underserved pediatric populations, and why children are not just “small adults” when it comes to innovation, clinical development, and investment strategy. In this episode, you'll learn: Why pediatric and maternal health remain some of the most underfunded (and high impact) areas in biotech. How venture funds can balance financial returns with real-world improvements in access, affordability, and quality of care. What entrepreneurs need to know to engage pediatric-focused investors and stand out in a competitive funding environment. Tune in to hear how purpose-driven venture capital can change the trajectory of healthcare innovation and why investing in children may be one of the most important bets biotech can make. Links: Connect with Andrew Meadow, MBA, and check out Health Innovation Capital. Connect with Elaine Hamm, PhD, and learn about Tulane Medicine Business Development and the School of Medicine. Connect with Ian McLachlan, BIO from the BAYOU producer. Check out BIO on the BAYOU. Learn more about BIO from the BAYOU - the podcast. Bio from the Bayou is a podcast that explores biotech innovation, business development, and healthcare outcomes in New Orleans & The Gulf South, connecting biotech companies, investors, and key opinion leaders to advance medicine, technology, and startup opportunities in the region.

Alex Gurevich, founder and Chief Investment Officer of HonTe Investments, a Bay Area-based investment management firm, and the author of The Next Perfect Trade and Wall Street Journal bestseller The Trades of March 2020, returns to The Julia La Roche Show. In this episode, Gurevich discuss his updated thesis on interest rates, deflation, and the forces shaping markets. He argues that zero interest rates are "not off the table" — and that the probability is far higher than the market is pricing. He sees labor market deterioration happening quietly under the surface, warning that "the less visible it is, the worse it's probably going to be" because policymakers won't act until it's too late. Unlike the consensus worried about inflation, Alex is firmly in the deflation camp, though he notes any deflation can be countered by fiscal stimulus — he just doesn't think the government will act aggressively enough given how burned they were by the post-COVID inflation. He also discusses his newly released second edition of "The Next Perfect Trade," explaining why he kept the original text intact to maintain intellectual honesty about what worked and what didn't over the past decade. He declares the 40-year bond bull market "definitively over," shares his framework on carry as an underappreciated edge, and offers a fascinating take on AI's future energy demands potentially exceeding the output of the sun.Links: Book: https://www.amazon.com/Next-Perfect-Trade-Magic-Necessity/dp/1544550014/X: https://x.com/agurevich23Website: https://honteinv.com/0:00 Welcome and congratulations on the second edition1:19 The Next Perfect Trade — second edition out now 2:01 Setting the table: The macro view today 3:30 All the fireworks have been in precious metals 4:08 Interest rates are "pinned in confusion" 4:45 Alex's view: Leaning toward zero rates 5:40 Labor market deterioration — the less visible, the worse it will be7:20 The behavior of rates during Fed cutting cycles 8:58 What zero rates would mean for the economy 9:36 The relationship between stocks, jobs, rates, and growth is broken 11:30 Could we have strong growth and weak jobs simultaneously? 13:13 Deflation, not inflation 14:10 The pendulum: Deflation, then too much stimulus, then inflation again15:25 Recency bias from COVID stimulus keeping government cautious16:02 Precious metals: What does the move signal? 18:41 Why the second edition? Intellectual honesty 20:29 Admitting mistakes: "It was arrogant of me" 23:12 Growth as a trader — recognizing your weaknesses 24:08 The one chart to rule them all — is the 40-year bond bull market over? 25:41 Bull markets break up before they break down 27:19 The 2020 bond breakout should have been a warning29:47 The underappreciated power of carry 32:04 Be the casino, not the gambler 33:30 The corporate borrowing rate indicator 36:27 Why the indicator broke down in 2021-23 38:26 Has the macro investing world changed? 39:52 The most underappreciated force in macro right now42:46 AI's energy demand will overwhelm all sources — even fusion45:18 Is energy the trade? 46:55 The perfect trade: Japan is getting interesting 48:40 Where to find Alex and parting thoughts

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

Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion in assets under management. Lane was a U.S. Olympic hockey player and Hobey Baker award winner as the best player in college hockey in the late '80s, but his aspirations of following in his father's footsteps and playing in the NHL were derailed shortly thereafter by injuries. In the decades since, he spent a dozen years in private equity and the last eighteen as an allocator at institutions ranging from the Harvard endowment to the family office for the owners of Fidelity, and now SCS. Our conversation traces Lane's path from the rink to investing, and from dealmaker to allocator, examining what separates great investors from good ones. We discuss the importance of domain expertise, sector selection, alignment, and identification of a durable edge and structural alpha in increasingly efficient markets. We close with Lane's outlook on private markets and the lessons from hockey, endowments, and family offices that inform the team-oriented platform at SCS.   Learn more about our Strategic Investments: Old Well Labs. 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)

Today's guest is Richard Bernstein, Chief Investment Officer of Richard Bernstein Advisors, which he founded in 2009. He was previously the Chief Investment Strategist at Merrill Lynch. In today's episode, Richard argues that the market is defined by rampant speculation and extreme narrowness. He explains why he's bullish on both dividend-paying and international stocks and believes crypto is the first global investment bubble. To close, he warns that corporate credit is priced for perfection, inflation risks aren't gone, and diversification is the best defense in a bubble-prone market. (0:00) Starts (1:20) Richard on market narrowness & speculation (6:21) The Earnings Expectations Life Cycle (12:33) Non-US stocks are undervalued (18:38) Small cap trends and long-term investment themes (24:14) American Industrialization Renaissance (27:10) Corporate credit risk (33:42) Is the Fed independent? (36:38) Is crypto the first global investment bubble? (41:11) The importance of financial history (46:07) Richard's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Join Alpha Architect's LIVE webinar Feb 3rd to learn if a 351 Exchange may fit your clients' needs.  Before the webinar, visit Alpha Architect's 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  -----Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices