Podcasts about Chief investment officer

Stijn Schmitz welcomes Josh Young to the show. Josh Young is Chief Investment Officer & Founder, Bison Interests. The podcast delves into a comprehensive discussion about the oil and gas markets, commodity cycles, and investment opportunities. Young provides a compelling thesis for oil and natural gas, centered on significant global underinvestment in exploration and production over the past decade. He argues that the current market sentiment is overwhelmingly bearish, which paradoxically creates an attractive investment opportunity. The fundamental driver of his bullish stance is the persistent 1% annual demand growth for oil, which has remained consistent despite predictions of decline due to electric vehicles and alternative energy. Regarding supply dynamics, Young highlights the dramatic reduction in exploration and capital expenditures in the oil and gas sector. He notes that global oil production investments have dropped from around $900 billion annually to approximately $500 billion, with exploration expenditures becoming a tiny fraction of previous levels. This underinvestment, combined with natural field decline rates, suggests a potential supply crunch in the coming years. Young is equally optimistic about natural gas, citing growing demand from data centers and liquefied natural gas (LNG) export facilities. He sees potential for significant price appreciation driven by increasing demand and limited new production capacity. In the equity markets, Young finds the most attractive opportunities in small-cap oil producers and, particularly, oil services companies. He emphasizes that surviving services companies are exceptionally well-managed and can be purchased at significant discounts to replacement cost, often with attractive free cash flow yields. Drawing parallels with the precious metals sector, Young sees similar market dynamics emerging in oil and other commodities. He believes the current market setup resembles previous commodity cycles, where intense pessimism precedes substantial price appreciation. To share his insights, Young has launched a newsletter called Bison Insights, where he provides structured investment ideas and analysis in the energy and commodities space.

Citing a current macro landscape of lower economic growth, sticky inflation and rising unemployment, today's guest has recently declared we've entered a "stagflation lite" period.How long will it last?And how should investors position accordingly?To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today.YOU CAN STILL GET THE 'LAST CHANCE TO SAVE' PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#stagflation #artificialintelligence #unemployment _____________________________________________ 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 © 2025 Thoughtful Money LLC. All rights reserved.

34:36- Gen. Jack Keane, a retired 4-star general, the chairman of the Institute for the Study of War and Fox News Senior Strategic Analyst Topic: Remembering October 7th attacks, ongoing peace talks 50:01- Hogan Gidley, Former National Press Secretary for the Trump campaign, former White House Deputy Press Secretary, and a Newsmax contributor Topic: Ongoing government shutdown, latest from the Trump administration 1:00:06- Dr. Gabriella Scala, Vice Chair of the Young Adults Auxiliary of Columbus Citizens Foundation Topic: Italian American Heritage Month 1:24:49- Mike Davis, Founder of the Article III Project, Former Law Clerk for Justice Neil Gorsuch, and Former Chief Counsel for Nominations for the U.S. Senate Committee on the Judiciary Topic: New SCOTUS term 1:33:54- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:43:51- 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: Remembering the October 7th attacks, Illinois and Chicago suing the Trump administration 1:57:03- Pastor Corey Brooks, founder and Senior Pastor of New Beginnings Church of Chicago and founder and CEO of Project H.O.O.D. Communities Development CorporationTopic: The argument for the National Guard 2:03:25- Dr. Gil Lederman, Expert in Prostate Cancer and the host of "Radiosurgery New York with Dr. Gil Lederman" on AM 970 The Answer Topic: Remembering the October 7th attacksSee omnystudio.com/listener for privacy information.

Manpreet speaks to Raymond about the US government shutdown, its implications for stocks, bonds and the US Dollar, and why we like gold long-term.Find out more from our latest Weekly Market Outlook report here. Speakers:  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia,  Standard Chartered Bank 

Stephen Auth is the Executive Vice President and Chief Investment Officer of Equities at Federated Hermes in New York City, overseeing more than $85 billion in assets. A Princeton graduate with a lifelong interest in both finance and art, Stephen is known for his strategic leadership on Wall Street and his bold work as an author, missionary, and Catholic lay leader. Alongside his wife, Evelyn, he has written books including The Missionary of Wall Street and Pilgrimage to the Museum, blending faith, story, and culture to point people toward Christ. In this episode, Brad sits down with Stephen to talk about his journey from a working-class upbringing in Newark to Princeton, Wall Street, and ultimately to street-corner missionary work in New York City. Stephen shares how a near-death heart condition in 2002 became a turning point for his faith, leading him to deeper service and evangelization. He recounts dramatic stories from the streets of New York, the founding of the Lumen Institute, and how his eye for art became a tool for evangelization at the Metropolitan Museum of Art. Along the way, Stephen offers insights on integrating faith and work, the importance of generosity, and the timeless values that anchor both investing and discipleship. “Humility at the highs, confidence at the lows, integrity always.” – Stephen Auth “If you got run over by a truck tonight, do you really think you'd be ready to meet the Lord? Whatever you're doing, you don't think you can go into the church with it—how can you go into heaven with it?” – Stephen Auth “My problem was simple: God had given me many talents, but I had been using them for my own purposes, not His.” – Stephen Auth This Week on The Wow Factor: Growing up in Newark, New Jersey, and earning a scholarship to Princeton University Balancing economics and art history, and how art became a lifelong passion Rising to Chief Investment Officer of Equities at Federated Hermes and navigating financial crises The heart condition in 2002 that became a spiritual wake-up call Confession after 20 years away and the moment of clarity: talents used for God, not self Founding the Lumen Institute to form Catholic business leaders Launching the Mission in New York City and encountering resistance, hostility, and surprising conversions Stories from The Missionary of Wall Street — including “Sox,” an ex-con on a drug run who stopped to pray the rosary Lessons from objections on the street: loneliness, unforgiveness, and the lie that “I'm not welcome back” Turning art tours into pilgrimages and discovering the search for God in the history of Western art Why faith integration makes him both a better investor and a more joyful leader Stephen Auth's Word of Wisdom: Humility at the highs. Confidence at the lows. Integrity always. Those principles work on Wall Street and they work in faith and life, too. Connect With Stephen Auth: Federated Hermes Stephen Auth's Website Stephen Auth's Books Stephen's Instagram Stephens Facebook Connect with The Wow Factor:    WOW Factor Website    Brad Formsma on LinkedIn     Brad Formsma on Instagram     Brad Formsma on Facebook     X (formerly Twitter)    

In this episode of the AdTechGod pod, host AdTechGod speaks with Kelly Metz, Chief Investment Officer at Spark Foundry. They discuss Kelly's career journey through the advertising and media landscape, the importance of relationships in the industry, and the diverse clientele at Spark Foundry. Kelly shares insights on the evolving role of a CIO, the impact of AI on client expectations, and the shift towards connected TV in media strategies. The conversation also touches on balancing personal and professional life in the fast-paced advertising world. Takeaways Kelly emphasizes the importance of building relationships in the advertising industry. She believes that media is inherently fun and constantly evolving. Kelly's role as a CIO involves navigating both client and media partner relationships. Understanding technology is essential for effective media investment. Clients often expect immediate efficiency from AI, which is a misconception. The shift to connected TV has changed how brands approach media strategies. Kelly advocates for a deeper understanding of audience insights for better outcomes. She highlights the need for simplicity in navigating complex media ecosystems. Balancing work and personal life is crucial for long-term happiness in the industry. Kelly enjoys activities like going to the beach and playing pickleball to unwind. Chapters 00:00 Introduction to Kelly Metz and Her Journey 03:01 The Importance of Relationships in Advertising 05:33 Understanding Spark Foundry's Diverse Clientele 08:19 The Role of a CIO in Media Investment 11:06 Navigating AI and Client Expectations 14:02 The Shift in Media Strategies with Connected TV 16:34 Balancing Personal and Professional Life in Advertising Google's Antitrust Remedies, Gemini in Chrome, and IAS's $1.9B Buyout This week's episode of The Refresh unpacks major shifts in the adtech landscape. Kait covers the remedies phase of Google's adtech antitrust trial, Google's integration of Gemini into Chrome, and Integral Ad Science's acquisition by private equity firm Novacap. The discussion highlights how legal battles, AI rollouts, and consolidation are reshaping digital advertising. Google entered the remedies phase of its adtech antitrust trial, with the DOJ pushing for structural remedies like divesting AdX and DFP, while Google argues for behavioral fixes such as more transparent auction rules. Judge Brinkema must weigh whether forced divestitures would dismantle Google's monopoly or risk destabilizing the broader display ad ecosystem. Google integrated its AI assistant Gemini into Chrome, starting on desktop with features like page summaries, live chat, and cross-product task coordination across Maps, YouTube, and Calendar. The move follows the search antitrust trial outcome, where Google avoided severe penalties such as being forced to divest Chrome, maintaining its ecosystem dominance strategy. Integral Ad Science will be acquired by Novacap for $1.9 billion, taking the company private to accelerate AI-driven product innovation and strengthen its role in ad verification amid growing private equity investment in adtech. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tehillah Niselow is in conversation with Hlelo Giyose, Chief Investment Officer & Principal at First Avenue Investment ManagementSee omnystudio.com/listener for privacy information.

Singapore shares inched higher today as Asian markets traded mixed. The Straits Times Index was up 0.45% at 4,289.14 points at 2.24pm Singapore time, with a value turnover of S$874.21M seen in the broader market. In terms of counters to watch, we have UOB. The bank announced yesterday that its cardholders in Singapore will be able to redeem reward points when travelling in Johor Bahru, Malaysia. Elsewhere, from how US President Donald Trump signed a proclamation to set a 10 per cent tariff on imports of lumber and 25 per cent on vanities and upholstered wooden products, to how China’s Zijin Gold saw shares soar as much as 66 per cent in their trading debut as gold prices reach record high – more international headlines remained in focus. Also on deck – more on a possible US government shutdown. Plus – how Boeing is reportedly in the early stages of developing a replacement for the 737 MAX. 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.

I have a great talk with Barry Ritholtz today that begins at 36 mins after the news and clip show Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them  The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.  Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Monday's and Thursday's at 8EST for our Bi Weekly Happy Hour Hangout's !  Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing Gift a Subscription https://www.patreon.com/PeteDominick/gift

This hour: Carl Quintanilla, Sara Eisen, and David Faber discussed the market set-up as tech rebounds and a government shutdown looms - with one Chief Investment Officer arguing it all hinges on more easing from the Fed. Plus: are concerns overblown about sky-high AI valuations? AI and tech investor Byron Deeter joined the team with his take - while the team checked in with one former Tesla president about what the end of EV incentives might mean for that name.  Also in focus: a number of huge deals and c-suite changes... The team discussed the record-breaking take private deal boosting EA shares, CSX's new CEO following activist pressure, and the potential change ahead to cannabis regulation boosting that entire space today. 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.

Tune in for the annual UBS Studios fireside chat on the current market and macro environment, including thoughts around the economic impacts of artificial intelligence, the path forward for monetary policy, fixed income markets, and broader asset allocation with Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy

Episode overviewIn this special episode, hosts and Co-Chief Investment Strategists Kevin Headland and Macan Nia welcome Nathan William Thooft, Chief Investment Officer for Multi Assets and Equities at Manulife Investments. Nate shares his global perspective on markets, asset allocation, and the evolving investment landscape, with insights tailored for Canadian investors.---Key topics & insights1. U.S. economic outlook: resilience amid uncertainty· No imminent recession expected—Nate explains that while recent U.S. labor market data has softened, it's not likely a signal for an imminent recession. The U.S. economy's balance between manufacturing and services helps offset sector-specific weaknesses.· Policy uncertainty—Earlier legislative and tariff changes have caused “paralysis” in company decision-making, but clarity is expected to improve economic data in coming months.· New paradigm—The severity of future U.S. recessions may be more muted due to the economy's diversification.2. Inflation & tariffs: what's really happening?· Tariff impact delayed—Studies show tariffs typically take up to a year to affect inflation. Many imports are exempt, and companies are absorbing costs, leading to lower-than-expected inflationary effects.· Substitution effect—Companies are shifting imports to countries with lower tariffs, further dampening inflation pressures.  3. Regional equity markets: Europe & Asia· Europe's outperformance—European equities have surprised with strong returns in 2025. Nate attributes this to a sentiment shift away from the U.S. amid geopolitical uncertainty, but sees it as opportunistic rather than a long-term trend.· Active vs. passive management—Active management is especially valuable in regions like Europe and Asia, where opportunities are less covered.· China's mixed signals—Despite strong equity performance and policy support, China's fundamentals (consumer spending, industrial production) remain weak. Nate is cautiously optimistic, citing potential in technology and AI, and improving sentiment.4. Asset allocation: equities vs. fixed income· Modest equity overweight—Manulife portfolios remain overweight equities, reflecting solid fundamentals despite stretched valuations.· Fixed income caution—Less conviction in long-duration fixed income due to changing yield curve dynamics and rising term premiums.· Diversification beyond 60/40—Nate advocates for broader diversification, including alternative assets, to manage risk.5. Private Assets & Alternatives· Democratization of privates—The trend toward making private assets (infrastructure, private credit, real estate) accessible to retail investors is accelerating, as seen in recent industry partnerships.· Role in portfolios—Private assets offer diversification and potential downside protection, especially when traditional fixed income may be less effective.6. Artificial Intelligence (AI) in asset management· Efficiency & speed—AI is transforming research, data analysis, and commentary writing, but won't replace portfolio managers who bring creativity and intellectual capital.· Research revolution—AI enables analysis of vast data sets, improving productivity and decision-making.  7. Cryptocurrency: a legitimate asset class?· Growing acceptance—Nate views crypto as a legitimate asset class, though volatility and regulatory uncertainty mean exposures should remain modest and client-specific.· Regulatory trends—As demand grows, policy is likely to become more accommodating.8. Career advice for aspiring portfolio managers· Decisiveness—Don't wait for perfect information—make decisions with 60–80% of the data to avoid missing opportunities.· Passion & objectivity—Be passionate about investing, but unemotional in decision-making. The ability to cut losses and remain objective is crucial for success.---Actionable takeaways for Canadian investors· Stay diversified—Consider global opportunities and alternatives beyond traditional stocks and bonds.· Monitor policy impacts—Watch for delayed effects from tariffs and monetary policy.· Embrace active management—Especially in regions with less coverage and more inefficiencies.· Explore private assets—As access expands, these can enhance portfolio resilience.· Leverage technology—AI will increasingly support research and efficiency, but human insight remains essential.---Links & Resources · Listen to the episode: Investments Unplugged Podcast · Learn more about Manulife Investments: Manulife IM Canada---Share & SubscribeIf you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy.---For informational purposes only. This episode does not constitute investment advice. Please consult a qualified advisor before making investment decisions.---Show notes prepared by Investments Unplugged Podcast Team, September 2025.

In this episode of Inside the Rope, David Clark is joined by Doug Tynan, Co-Founder and Chief Investment Officer at GCQ, who knew from a young age that he wanted to dedicate his life to investing. Doug shares how psychology and behavioural finance shape decision-making, and why discipline—through checklists, structure, and process—is the foundation of successful long-term investing. We explore GCQ's commitment to transparency and accountability, and how these principles guide their approach to markets. Doug also discusses the unique pricing power of super-luxury goods, the transformative role of AI across industries, and why traditional businesses with durable models and network effects still offer compelling opportunities. With the investment landscape constantly evolving, Doug emphasises the importance of adaptability while never losing sight of quality and discipline. For investors seeking insight into both the art and science of building resilient portfolios, this conversation delivers a masterclass in practical wisdom and global perspective.

Cliff joins Jason at the 1285 podcast studio in New York to cover a wide-range of topics, including the growing impacts of electronic trading to financial markets, along with how machine learning and artificial intelligence are influencing approaches to investing. Plus, thoughts on the state of more traditional portfolio strategies, and the current macroeconomic environment. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Host: Daniel Cassidy

Navigating Market Dynamics with Seth Golden: Insights on Fed Policy, Economy, and Investment OpportunitiesJoin Sean Emory, Founder and Chief Investment Officer of Avory & Company, as he hosts Seth Golden, market strategist and founder of Finom Group, in this episode of Avory's Around the Desk podcast. They delve into the Fed's recent rate cut, its impact on the economy, and discuss key investment opportunities and risks in the current market landscape. 00:00 Introduction and Guest Welcome00:52 Catching Up in Orlando02:45 Discussion on the Federal Reserve's Recent Rate Cut06:54 Real-Time Indicators and Inflation14:42 Labor Market and Economic Outlook21:33 Consumer Behavior and Spending29:38 Impact of Tariffs on Inflation35:57 Investment Opportunities Ahead36:50 Analyzing Costco's Resilience and Investment Potential38:49 Kava and Chipotle: Comparing Growth and Investment Strategies42:07 Financials and Healthcare: Future Prospects and Current Trends46:06 Real Estate Market Insights and Regional Growth48:32 Bubble Concerns and Market Comparisons: 2000 vs. Today54:54 Parabolic Stocks: Risks and Opportunities01:03:51 AI Investment and Market Risks01:09:58 Small and Mid-Cap Stocks: Potential Catalysts and Future Outlook01:11:00 Conclusion and Final Thoughts—Hosted by:Sean Emory, Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzGuest:Seth GoldenFollow Avory & Co or Sean Emory

This week James Gautheir, Chief Investment Officer at Justwealth Financial, joins us to talk about investments ... the rudimentary aspects of investing, to financial planning and even trading!

Is the market in a bubble? With US exchanges seeing record highs, AI hype still soaring, and a recent US Federal Reserve rate cut, it’s a question some investors are asking. In this episode, we get Scott Phillips’ views on identifying an expensive share price vs a worthy buy—based on his experience as The Motley Fool’s Chief Investment Officer, Advisor, and Portfolio Manager. Scott explains why a record high isn't always a red flag, and his strategy for distinguishing between a bubble and justifiable optimism. We discuss the current state of the market against first hand lessons from the dot-com bubble and the COVID crash. Scott shares the perils of trying to catch the bottom—and how even the best business in the world may be overpriced. Plus, Scott’s take on assessing investments, weighing up reasonable probabilities against downside and upside risks. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

Maelstrom CIO and BitMEX Co-Founder Arthur Hayes talks HYPE, BTC, and Korea Blockchain Week. To get the show every week, follow the podcast ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠. In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with Chief Investment Officer at Maelstrom and Co-founder of BitMEX Arthur Hayes from Korea Blockchain Week for a no-holds-barred conversation on all things crypto. Arthur shares his unique insights on the South Korean crypto market. Plus, he gives his prediction for bitcoin by the end of the year and explains what was behind his recent decision to exit a major HYPE position. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

Maelstrom CIO and BitMEX Co-Founder Arthur Hayes talks HYPE, BTC, and Korea Blockchain Week. To get the show every week, follow the podcast ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠. In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with Chief Investment Officer at Maelstrom and Co-founder of BitMEX Arthur Hayes from Korea Blockchain Week for a no-holds-barred conversation on all things crypto. Arthur shares his unique insights on the South Korean crypto market. Plus, he gives his prediction for bitcoin by the end of the year and explains what was behind his recent decision to exit a major HYPE position. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

In this episode of Cannabis Unlocked, Aaron Miles, Chief Investment Officer of Verano Holdings, joins Jordan Youkilis, Founding Partner at KEY Investment Partners, to share his path from publishing into cannabis. The two dive into what makes Verano different from other cannabis operators. Aaron kicks off with insights into the challenges of cannabis finance, attracting institutional capital, and the potential impact up-listing could have for public cannabis companies.Next they dive into today's market themes: shifting M&A activity, price compression, competition from intoxicating hemp, and state-level opportunities. The two close with perspectives on rescheduling, 280E, the cultural role of cannabis, the future of psychedelics, and how Verano is positioning itself to stay ahead of capital markets.Please enjoy the episode!

Jose Manuel Silva is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago.  He has worked in finance for most of his career.  Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on those topics starting first with his background and path into investment management. Before moving to the opportunity set in Latin American markets today, we trace the evolution of the Chilean market as a backdrop to Jose Manuel's career, and note the growth (from scratch) of an institutional investment landscape, a disciplined fiscal framework and an maturing trade network. We dive then into the current economic outlook for the region, noting the improved monetization of natural resources and the diversification of trading partners, diluting reliance on single trading partners and impact from the current tariff regime. Touching on other topics we discuss the maturing of the institutional investor landscape, the stock market picks in the region. Why we made this? Latin America is a diverse collection of countries each with their own distinct dynamics and risks, and is often bucketed with other Emerging Markets. We wanted to speak to embedded experts to reveal distinct aspects of these markets that may challenge the conventional wisdom.  Why we think you will find it interesting? Jose Manuel Silva has in-depth on-the-ground experience in Latin American financial markets and knowledge spanning their evolution and outlook. He notes dynamics that we often overlook as external onlookers, and his insights can help to enrich our perspectives on the region.This is a replay of the first episode of our Latin American Voices series. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

Today Tom Fitzgerald sits down with Brian Barker, Chief Investment Officer here at SouthState Bank. They talk about the recent rate cut by the Fed and what it means for the economy and community banks. REGISTER FOR THE ELEVATE BANKING FORUM The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees SouthState Bank, N.A. - Member FDIC SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investments risks, including possible loss of principal.    

Find me on Substack: https://bogumilbaranowski.substack.com/Oliver Mueller is Chief Investment Officer at Acresco Investment Management in Mauritius, a seasoned value investor with 25+ years at JP Morgan, Merrill Lynch, and Deutsche Bank who uniquely combines traditional value investing principles with sustainable investing practices.3:00 - Oliver's German Mittelstand upbringing shaped his relationship with money; parents bought house, rising interest rates created financial strain, taught him value of careful planning6:00 - First jobs at 15: wastewater treatment plant to buy Hi-Fi system, construction work for interrail trip through Europe - learned physical value of earning money9:00 - Deutsche Bank apprenticeship sparked passion for investing; mandatory social service with elderly taught him "wealth is not just about money, but dignity, time, empathy"12:00 - Move to Mauritius in 2014 driven by work-life balance: "When I left house she was sleeping, when I came home she was sleeping" - needed presence as father18:00 - Key influences: Hungarian investor Kostolani's encouragement, Aswath Damodaran's valuation course, Paul Polman's stakeholder capitalism vision25:00 - Sustainable value investing philosophy: Start with quality financials, add responsibility filter, then seek margin of safety - "responsibility as source of returns, not constraint"35:00 - Crisis lessons from dot-com, 2008, COVID: "When narrative drifts from fundamentals, gravity always wins" - reinforced belief in simplicity over financial engineering50:00 - Tai Chi principles mirror investing: true power comes from stillness and patience, explosive "Fajin" moments when opportunity appearsIf this post resonated with you, take a moment, and please share it with anyone in your network who might find it valuable too—this Substack grows entirely through word of mouth from readers like you. Thank you so much!Subscribe nowBlue 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.EPISODE NOTESPodcast Program – Disclosure Statement

Bill Nygren, CFA, Chief Investment Officer and Portfolio Manager for Harris Associates, discusses his disciplined value investing framework and where he finds opportunities in today's market.  In addition, Bill shares his thoughts on capital allocation, corporate governance and trends in inflation and artificial intelligence.

It was a pleasure to welcome David Puritz back to the Alpha Exchange. A colleague of mine from 25 years ago and now the CIO of Shaolin Capital Management, Dave has some excellent insights to share on uncorrelated investing broadly and on the current state of convertible bond trading, risk, and liquidity, specifically. When he last joined the podcast in 2021, the Fed was still at zero, five-year yields were 75bps and Dave warned investors to avoid long-duration, low-coupon converts. The epic drawdown in bonds in 2022 made that call quite prescient.We talk about some of the pricing dynamics within converts, where Dave sees the risk of being wrong as especially high. Here, he points to the pricing of high implied vol underlyings that can suffer from vol compression that is not offset by a tightening of credit spreads. Overall, he sees many areas of the converts market with little margin for error. On the risk management front, Dave states that in order to get a position to a fully desired sizing, the first purchases generally need to be made at the wrong price. In fact, he says, “you want to be wrong” on your earliest purchases and be averaging in at lower levels. In this context, we explore the notion of cheapness and finding value in the convert space. Dave differentiates between fundamental value, value in beta and technical value.With deficits soaring and the traditional stock-bond hedge broken, we also talk about Dave's thinking on hedging fiat currency risk. He argues that Bitcoin—once dismissed as too volatile—is increasingly functioning as a digital form of scarcity, a portfolio hedge alongside gold in a world of relentless money creation. He also shares some very interesting insights onBitcoin-linked equites like miners and the potential applications to AI.I hope you enjoy this episode of the Alpha Exchange, my conversation with Dave Puritz.

Manpreet speaks to Raymond about key takeaways from the Fed policy meeting, why equities should be well supported and the risk of rising bond yields short term. Find out more from our latest Weekly Market Outlook report here. Speakers:  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia,  Standard Chartered Bank 

Axel Merk, Chief Investment Officer of the ASA Gold and Precious Metals Fund, says that while gold has been rolling this year, the start of rate cuts along with a weakening dollar and persistent geopolitical risks (including tariffs) make it that there is no end in sight for the precious metals rally to continue. ASA Gold, which invests largely in junior mining companies, is up more than 100 percent year-to-date (compared to roughly 40 percent gains for physical gold ETFs), but still carries a double-digit discount, and Merk explains why that is logical given current market conditions.

What do co-investments, secondaries, joint ventures, and NAV lending have in common? To some, they sound like complex investment vehicles - to us, they represent the cutting-edge tools reshaping how asset owners build portfolios. Gone are the days of relying solely on the binary choice between insourcing or outsourcing investment capabilities. Today's institutional investors have a dynamic, customizable toolkit at their fingertips, empowering them to craft strategies that truly serve their stakeholders. Join industry leaders Scott Chan and Molly Murphy as they dive into this exciting evolution, unpack the innovative investment vehicles driving change, and discuss the challenges and opportunities in implementation.Introduction: (2:08)Halftime: (1:00:48)Guests: (1:07:17)Guests:Molly Murphy, Chief Investment Officer, OCERSScott Chan, CFA, Chief Investment Officer, CalSTRSEpisode Sources

US equity-index futures gained, suggesting investors are regaining confidence after the Federal Reserve's decision to lower borrowing costs, even as questions linger over the path of future policy moves. Contracts for the S&P 500 and the Nasdaq 100 advanced around 0.4% in early trading Thursday, after the underlying benchmarks posted minor declines following the central bank's announcement. Stocks climbed to record highs this week as investors priced in a 25-basis-point cut ahead of Wednesday's meeting. While the Fed followed through, officials stressed policy will be decided "meeting by meeting" and warned "there's no risk-free path" ahead. Even so, policymakers now see two additional quarter-point cuts this year, which is one more than what was projected in June. We get reaction from George Schultze, Founder and CEO at Schultze Asset Management.Meanwhile, Chinese focused ETFs rose overnight to provide a modest tailwind for Asian peers, despite US stocks and bonds slipping after the FOMC decision. For more on what's driving markets in the Asia-Pacific, we get the views of Stephanie Leung, Chief Investment Officer at StashAway.See omnystudio.com/listener for privacy information.

Brian Madden, Chief Investment Officer at First Avenue Investment Counsel, shares his outlook on North American Equities.

Kat Taylor, Co-founder and Board Chair of Beneficial State Bank and Emma Ractliffe, Chief Investment Officer, World Within, share their innovative approaches to investing in the revitalization of rural enterprises, those central to the regenerative revolution underway.

In this episode of The Cannabis Business Coach Podcast, host Michael Zaytsev (Professor Z) talks with Ian Dominguez, Founder and CIO of Delta Emerald Ventures, about how data, policy, and consumer behavior are shaping the cannabis industry—especially the booming market for THC beverages. Ian shares insights from Delta Emerald's proprietary research, including the striking fact that daily cannabis consumers have recently outnumbered daily alcohol consumers in America for the first time. He explains why cannabinoids are already mainstream, how hemp-derived beverages may represent the regulatory “path of least resistance,” and why long-term value will accrue closer to the consumer rather than at the cultivation level. The conversation also explores how becoming a new father has shaped Ian's perspective on purpose and impact, and why technology and behavioral data will define the next era of cannabis investing. Topics Discussed:

S&P and Nasdaq kicking off a big week with more record highs:  Carl Quintanilla, Sara Eisen, and David Faber broke down the latest as big tech names from Apple to Tesla lead the charge in early trading. Google reaching a $3T market cap for the first time ever - while Tesla gains on new share purchases from CEO Musk, and investors get bullish on demand for Apple's newest iPhones. Veteran tech investor Dan Niles - and Truist Wealth Chief Investment Officer Keith Lerner - joined the team with their takes on all the action.   Plus: vaccine stocks in focus ahead of a key CDC meeting this week - former FDA Commissioner Scott Gottlieb gave his predictions for regulation ahead.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The dollar was steady in early Asian trading as US-China trade talks entered a second day, with investors focused on this week's Federal Reserve policy decision. The key question for investors this week is whether Fed officials will push back against market bets on a series of interest-rate cuts extending into next year. A quarter-point reduction is seen as a sure thing when the Fed announces its policy decision Wednesday, with a small potential for a half-point move amid signs US job growth is slowing rapidly. We break down the forces driving Fed policy with Adam Coons, Chief Investment Officer at Winthrop Capital Management.The greenback was mixed against major currencies and US equity-index futures were little changed after the benchmark S&P 500 closed flat on Friday. Asian contracts signaled declines at the open, while Japan's markets are closed for a holiday. In addition to the Fed's decision on Wednesday, the Banks of Canada, England, and Japan are also set to announce policy decisions this week. We get more perspective on the week's monetary policy decisions from Louise Loo, Lead Economist at Oxford Economics. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade.See omnystudio.com/listener for privacy information.

Avory Around the Desk PodcastIn this episode of Avory Around the Desk Podcast, host Sean Emory, founder and Chief Investment Officer of Avory & Co, welcomes Garth Friesen, an acclaimed investor, author, consultant, and former hedge fund manager. Garth shares his insights on a wide range of topics including market outlook, macroeconomic trends, the Federal Reserve's policies, and the impact of geopolitical events. Discussions also cover the effects of tariffs, real estate investment opportunities, and the transformative role of AI in various sectors. Whether you're a seasoned investor or new to the field, this episode offers valuable perspectives on navigating today's complex financial landscape.00:00 Introduction to Avory Around the Desk Podcast00:13 Meet Garth Friesen: Investor, Author, and Consultant00:49 Garth's Career Journey and Current Activities01:19 Current Market and Macro Environment04:01 Impact of Tariffs and Market Reactions13:36 Fed's Role and Economic Indicators16:12 Inflation, Data Accuracy, and Fed's Decision Making23:02 Strategic Views on Fed's Easing Cycle25:59 Impact of Fed Policies on Long-Term Rates27:29 Current State of the Real Estate Market29:08 Opportunities in Commercial Real Estate34:26 AI's Role in Investment Strategies45:01 Advice for Retirees and New Investors48:03 Where to Follow the Speaker's Work—Hosted by:Sean Emory, Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzGuest:Garth FriesenFollow Avory & Co or Sean Emory

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios.Host Oscar Pulido sits down with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, live from the Future Proof Festival in Huntington Beach. Together, they discuss why prioritizing income over duration is the key theme in today's bond markets, and how investors can uncover opportunities across geographies and asset classes. Rick emphasizes the importance of dynamic, flexible portfolio construction. With fixed income yields at levels not seen in decades, investors now have the chance to rethink their allocations and position portfolios for long-term growth.Sources: BlackRock Fixed Income Q3 Outlook, Bloomberg as of Tuesday 9th September 2025Key moments in this episode:00:00 Introduction01:28 Rick Rieder's High Level Insights on Fixed Income Landscape02:04 Economic Forces and Investment Strategies02:56 Global Fixed Income: Opportunities and Risks06:51 Dynamic Asset Allocation and Portfolio Management12:12 Currency Views and Market Predictions13:49 Conclusion: Staying in the Game16:16 Outro and Next Episode on InfrastructureFixed income investing, Capital markets, Megaforces, Stock market trends, BlackRockThis 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 the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze the broader economic context of the job revisions, the importance of indicators like the Producer Price Index, and the impact of global market volatility. Then, Steven Meier joins the show. He is the Deputy Comptroller and Chief Investment Officer for the New York City retirement systems. Liz Ann and Kathy discuss his role, the importance of education for retirement plan participants and trustees, the convergence of public and private markets, and the challenges of inflation and liquidity management. Meier shares his thoughts on particular investment strategies, mainly in private equity and fixed income, while also addressing the current state of the public markets and the impact of AI on future investments. The discussion highlights the complexities of asset allocation and the importance of understanding market dynamics.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Currency trading is speculative, very volatile and not suitable for all investors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-CPRL)

Stephen Grootes caught up with Old Mutual CEO Jurie Strydom and Growthpoint CEO Norbert Sasse, as both leaders reported upbeat results driven by strong operational performance and improved market conditions across Southern Africa. In other interviews, In other interviews, Zwelakhe Mnguni shared his inspiring journey from growing up in a squatter camp in Sebokeng and working as a security guard to fund his education, to becoming the co-founder and Chief Investment Officer of Benguela Global Fund Managers, where he now oversees R7.2 billion in assets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this episode of Pillars of Wealth Creation, Todd sits down with Brad Johnson to discuss the realities of mobile home park investing. Brad shares how he first tried managing parks from 2,000 miles away, only to realize the inefficiencies of remote operations. Today, he focuses on providing capital to local operators with the infrastructure and systems needed to manage these communities effectively. Mobile home parks are an operationally intensive asset class, essentially functioning like small cities for 100+ families. Success requires strong teams, reliable rent collection, and well-built systems to manage expenses and infrastructure. Brad emphasizes the importance of investing with experienced operators who understand how to grow NOI and sustain communities—rather than newcomers chasing an idea without a plan. Favorite Book: Poor Charlie's Almanac By Charles T Munger 3 Pillars 1. Compounding 2. After Tax Return Wealth 3. Diversification Brad Johnson is the Co-Founder and Chief Investment Officer of Vintage Capital, where he leads private alternative investment strategies with a focus on mobile home parks and private credit. With over 20 years of experience in real estate and private equity, he has closed more than $3.3 billion in transactions and brings prior expertise from Wells Fargo's Eastdil Secured, TA Associates Realty, and The Swig Company. Brad holds a B.S. from Cal Poly San Luis Obispo and an M.B.A. from MIT. If you would like to connect with Brad Johnson, visit vintage-funds.com YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

47:21- Hogan Gidley, Former National Press Secretary for the Trump campaign, former White House Deputy Press Secretary, and a Newsmax contributor Topic: Chicago crackdown and the latest from the Trump administration 57:47- Dan Ryan, Senior Digital Advertising Director for the Staten Island Media Group Topic: Celebrating Staten Island 1:07:52- K.T. McFarland, Former Trump Deputy National Security Advisor and the author of "Revolution: Trump, Washington and 'We The People'” Topic: Latest in Russia-Ukraine, other foreign policy and national security issues 1:21:38- Chris Swecker, attorney, Former NC Crime Commission Chair, and Former Assistant Director of the FBI for the Criminal Investigative Division from 2004 to 2006 Topic: Ukrainian refugee killed in North Carolina transit system 1:31:35- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:55:42- Mike Davis, Founder of the Article III Project, Former Law Clerk for Justice Neil Gorsuch, and Former Chief Counsel for Nominations for the U.S. Senate Committee on the Judiciary Topic: SCOTUS allowing Trump ICE raids to resume in California, Trump failing to overturn E. Jean Carroll's $83 million verdict, other legal news of the daySee omnystudio.com/listener for privacy information.

Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Could oil and gas be the key to diversifying your portfolio and generating passive income? In this episode, Cameron Christiansen and Anthony Faso interview Ben Fraser, Chief Investment Officer at Aspen Funds. Ben shares his unique approach to oil and gas investments and explains why this often-overlooked sector still presents significant opportunities for today's investors. He explains the macroeconomic factors that make oil and gas a key asset class, despite the common fear surrounding fossil fuels, and discusses the current limitations of renewable energy. Ben's insight provides a clear path for anyone seeking to diversify their portfolio with alternative investments that offer substantial passive income. Whether you're an accredited investor or just getting started, this insider knowledge will help you understand why oil and gas could be part of your investment strategy.   In This Episode: - Oil and gas: the often overlooked opportunity - Why fossil fuels are here to stay - Macro-driven investing: understanding the bigger picture - Aspen Funds' approach to investing - Ben's advice for new investors - Avoiding bad actors in oil and gas investments - What to look for before making an investment decision   Resources:  - Passive Income Operating System - https://infinitewealthconsultants.com/pios - Join the Infinite Wealth Study Group - https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  - Check our Online Course - https://infinitewealthcourse.com/home - Buy Becoming Your Own Banker by R. Nelson Nash - http://bit.ly/BYOBbookIWC - Invest Like a Billionaire Book by Bob & Ben Fraser - https://www.thebillionairebook.org/   Connect with Ben Fraser: - Website - https://aspenfunds.us/ - LinkedIn - https://www.linkedin.com/in/benwfraser/ - Invest Like a Billionaire Podcast - https://www.thebillionairepodcast.com/   Connect with Anthony or Cameron: - Website - https://infinitewealthcourse.com/home - Instagram - https://www.instagram.com/infinitewealthconsultants/   Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. A podcast show partner sponsors this episode. We may receive compensation if you use links or services mentioned in this episode. The hosts may have a financial interest in the programs or services mentioned in this episode.

Welcome back to another episode of the EUVC Podcast, where we gather Europe's venture family to share the stories, insights, and lessons that drive our ecosystem forward.Today we welcome Enrique Alvarado Hablutzel, Co-founder and Chief Investment Officer of Chi Impact Capital, and Marvin Nusseck, Finance Lead at Circle Economy. Together they're behind the landmark Circularity Gap Report, the reference point for tracking how much capital flows into the circular economy — and where it still falls short.We dive into the latest data, why most money is still chasing recovery-phase solutions with the least systemic impact, the outdated risk models blocking capital flows, and how circularity can address not only climate but also geopolitics, competitiveness, and resource security.

In this episode, Dr. Peter Kim interviews Jesse Stein, Chief Investment Officer at HomeShares, to explore a unique and fast-growing corner of real estate investing—home equity agreements. Together, they break down how these agreements work, why homeowners are turning to them for liquidity, and how investors can benefit from built-in downside protection and strong returns without the hassle of managing properties. Whether you're curious about diversifying your portfolio or discovering new ways to unlock real estate value, this conversation offers a fresh perspective on an emerging asset class. Tune in! Homeshares brings this episode to you. Most high-growth investments sacrifice protection. Homeshares doesn't. This fund offers access to home equity appreciation with built-in downside protection—home values can drop over 40% before principal is affected. It's long-term equity growth with the risk control typically found in income-focused strategies—ideal for physicians' portfolios. Learn more about homeshares! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.

Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUMAUM: $2.5BCompany: Merk InvestmentsWebsite: https://www.merkinvestments.com/Tickers: OUNZ / ASABio:Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, with a focus on gold and precious metals. With a B.A. and M.Sc. from Brown University, Axel brings a wealth of knowledge and expertise to the financial industry.Known for his proactive approach, Axel believes in taking action, whether in markets or life. His leadership extends beyond finance, as he actively participates in community service, including serving on the Board Committee for the Dancers Repertory Theatre.Axel's commitment to using his skills and resources for the greater good makes him a dynamic and inspiring figure in both investment and community circles.

Today's Post - https://bahnsen.co/42ckcVf Embracing Risk for Economic Prosperity in the United States In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the crucial role of risk-taking and free enterprise in driving the unparalleled economic growth and prosperity of the United States. Drawing on his experience teaching honors economics at Pacifica Christian High School, David emphasizes the importance of defending the competitive advantages and principles that have historically given the U.S. a leading investment edge. He warns against the trend of moving away from these foundational economic principles and advocates for maintaining a system that values individual dignity, robust capital markets, and entrepreneurial innovation. David concludes by urging investors to focus on these strengths to ensure long-term success. 00:00 Introduction and Host Background 00:25 Connecting Economics to Investment 04:04 The Importance of Free Enterprise 07:26 Risk Taking and Economic Growth 11:15 American Economic Exceptionalism 19:59 Challenges and Future Outlook 23:00 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

36:32- Scott Brown, Former U.S. Ambassador to New Zealand and Samoa and Former Senator from New Hampshire Topic: Latest in his campaign 51:13- Corey Lewandowski, Trump 2024 Senior Official Topic: Space Command moving to Alabama, other White House news 59:22- Jim Harden, CEO of Compass Care Staten Island Pregnancy Care Center of NYTopic: Celebrating Staten Island 1:11:05- Stephen Moore, "Joe Piscopo Show" Resident Scholar of Economics, Chairman of FreedomWorks Task Force on Economic Revival, former Trump economic adviser and the author of "The Trump Economic Miracle: And the Plan to Unleash Prosperity Again" Topic: Trump retirement plan 1:23:41- Thomas Homan, Border Czar for the Trump administration Topic: Venezuela, 14,000 migrants hoping to enter the U.S. turn back 1:35:23- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:46:43- Col. Kurt Schlichter, Attorney, Retired Army Infantry Colonel with a Masters in Strategic Studies from the United States Army War College, Senior Columnist at Town Hall, and the author of the new book "American Apocalypse: The Second Civil War" Topic: Epstein documents, other legal and military news of the day 2:01:36- Lt. Col. Robert Maginnis, a retired U.S. Army officer and an experienced military analyst with on-the-ground experience inside Russia and Ukraine and the author of "Preparing for World War III" Topic: Space Force Command moving to Alabama 2:10:13- Michael Goodwin, Chief Political Columnist for the New York Post Topic: NYC needs a mayor like Rudy Giuliani again — a bold, sensible leader in the face of rampant declineSee omnystudio.com/listener for privacy information.

Breakfast Program August 21, 2025 Program Speakers Edward Aloe, President & CEO, CALCAP Shawn McCoy, Ph.D., Director and Associate Professor, Lied Center for Real Estate | University of Nevada, Las Vegas Josh Nelson, Chief Investment Officer, The Calida Group Moderator: Adam Schmitt, First Vice President, CBRE | Multifamily Investment Properties Sponsored by: Panattoni Development Company

In this episode of Coin Stories, Natalie Brunell is joined by Jeff Park, Chief Investment Officer at ProCap BTC and adviser at Bitwise Asset Management. They dive deep into Bitcoin's role in global markets, stablecoins, ETF structures, and whether governments will adopt Bitcoin as a reserve asset. Topics: Latest on Bitcoin, stablecoins, and ETF options Bull market outlook and 2025 price predictions Corporate and government Bitcoin treasury strategies Adoption challenges in the US and abroad Jeff Park's advice for skeptics Follow Jeff on X https://x.com/dgt10011  ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Bitdeer Technologies Group ($BTDR) is a global leader in Bitcoin mining and high-performance computing for AI, with operations spanning four continents. Learn more at https://www.bitdeer.com ---- Natalie's Bitcoin Product and Event Links: Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Send us a textDr. Latifat is the author of the Amazon bestselling books Done With Broke: The Woman Physician's Guide to More Money and Less Hustle and The Power to Choose: The Woman Physician's Guide to Financial Liberation and Life on Your Terms. She is also the founder of MoneyFitMD, a financial empowerment platform designed to help women physicians achieve financial independence without sacrificing their well-being.In this episode, she sits down with Dr. Elaine Stageberg, psychiatrist, mother of five, Chief Investment Officer of Black Swan Real Estate, a leading national presenter, investment thought leader, and real estate expert. Together, they explore the real challenges and possibilities of whether busy women physicians can truly build wealth while managing careers, families, and the pursuit of a meaningful life.Key Takeaways:Women physicians can build wealth without sacrificing family or fulfillment.Real estate investing offers both financial growth and flexibility in medicine.Building wealth is easier with the right community and shared resources.Timestamps: 00:45 Dr. Latifat welcomes listeners02:10 Introducing Dr. Elaine and her background04:20 Why many physicians feel wealth is out of reach07:05 The mindset shift busy women need10:30 How real estate creates flexibility in medicine14:00 Overcoming fears around investing18:15 Building wealth without sacrificing family22:40 The power of community in financial growth26:55 Practical steps to start investing31:20 Lessons learned from real estate experiences36:15 Creating generational wealth with intention40:05 Final thoughts and words of encouragementConnect with Dr. Latifat:☎️ Book A Call: https://www.moneyfitmd.com/call