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This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Xxx —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and RiskReversal (or MRKT Call) are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, December 8th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC In this episode of the Risk Reversal Podcast, hosts Dan Nathan and Guy Adami welcome Michael Kantrowitz, Chief Investment Strategist and Head of Portfolio Strategy at Piper Sandler. The discussion delves into Kantrowitz's HOPE framework, which stands for Housing, Orders, Profits, and Employment, and its relevance in the current economic climate. They discuss the nuanced macroeconomic indicators and the impact of inflation, interest rates, and employment on the economy and market forecasts. Kantrowitz emphasizes the importance of analyzing specific economic data points and the K-shaped economy. The conversation also touches on home equity, credit spreads, consumer confidence, manufacturing, and the potential implications of AI on the labor market. Kantrowitz presents a cautiously optimistic view of the economic landscape for 2026, predicting improved conditions in cyclical sectors despite ongoing uncertainties. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
It was a pleasure to welcome Jessica Stauth, CIO for Systematic Equities at Fidelity Investments, to the Alpha Exchange. Our discussion explores how quant investing has evolved through cycles of market stress, technological change, and today's extraordinary concentration in the equity landscape. Reflecting on her start in markets in the aftermath of the 2007 Quant Quake and the onset of the global financial crisis, Jessica highlights the foundational lesson that markets contain far more uncertainty than models can fully capture — a theme as relevant today as investors confront narrow leadership and elevated fragility. She explains how early dislocations demonstrated the limits of traditional risk models and the dangers of crowding, especially when many quantitative strategies rely on similar signals or hedging techniques. Turning to the present, Jessica describes how her team builds equity strategies designed to function across regimes, emphasizing the need for diversified risk models, guardrails that prevent overfitting, and a clear understanding of how macro shocks can overwhelm bottom-up stock selection. She details the evolution of factor research, including the durability of broad categories such as value, momentum, and quality, while outlining how competition and data availability reshape their effectiveness over time. Lastly, she discusses the growing role of non-traditional data — from earnings-call text to machine-learning tools and LLM-driven sentiment extraction — while underscoring the importance of broad, consistent datasets that can be applied across global universes. Against the backdrop of the S&P 500's heavy top-weighting, Jessica details how diminished breadth affects opportunity sets, investor demand for alternative approaches, and the search for alpha outside the most crowded areas of the market. I hope you enjoy this episode of the Alpha Exchange, my conversation with Jessica Stauth.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and RiskReversal (or MRKT Call) are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, December 1st Did someone just break the Silver market? (Gold and Geopolitics Substack) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami welcome Danny Moses to discuss various market trends and investment strategies. The discussion spans topics such as AI's impact on the market, the performance of key sectors like healthcare, energy, and technology, and the challenges posed by economic indicators and geopolitical factors. They delve into the volatility and potential reshuffling within 'The Magnificent Seven' tech stocks and the implications for the broader market. The episode also highlights the private credit market's sketchy valuations, the Federal Reserve's position on potential rate cuts, and the dynamics within the cryptocurrencies market, including Bitcoin and its associated treasury companies. Finally, they touch on their favorite NFL picks for the week's slate. Show Notes On The Tape Feed (Apple | YouTube) WAWD (Substack) Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium (YouTube) Google Further Encroaches on Nvidia's Turf With New AI Chip Push (The Information) OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates (FT) Private Credit's Sketchy Marks Get Warning Shot From Wall Street's Top Cop (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Family finances can be complicated by emotions and expectations. That's why having a solid financial plan that starts with good communication is paramount to creating the right foundation for building trust. Ryan Victorin, a Certified Financial Planner and a financial consultant at Fidelity Investments joins the show with advice on how to have those conversations with family, when to start, and what to consider when building a strong financial plan with your loved ones. https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/707745.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
Family finances can be complicated by emotions and expectations. That's why having a solid financial plan that starts with good communication is paramount to creating the right foundation for building trust. Ryan Victorin, a Certified Financial Planner and a financial consultant at Fidelity Investments joins the show with advice on how to have those conversations with family, when to start, and what to consider when building a strong financial plan with your loved ones. https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/707745.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Heart of Financial Planning Award Winner Liz Menjivar Hosts Brad Wright and Michael Connaughton are joined by Heart of Financial Planning award winner Liz Menjivar Liz is a financial consultant at Fidelity Investments and president of the FPA of Illinois chapter. At Fidelity, she serves as Regional Co-chair of SOHL (Support and Outreach for Hispanics and Latinx) employees. She is a past member of the boards of Arden Shore Family Services and the Chicago Financial Women Association (CFW). Liz is also a recipient (along with Preston Cherry) of the 2025 Heart of Financial Planning Award. They discuss: -How Liz became involved with financial planning, and why she stays -Why mentoring is such a big part of her life -How she found out she won the Heart of Financial Planning award Lizbeth Menjivar: LinkedIn: https://www.linkedin.com/in/lizbethgmenjivar/
Fidelity Investments' Center for Applied Technology is advancing research and development in artificial intelligence, blockchain, and data analytics to improve financial services. The center collaborates with startups, academic institutions, and technology partners to accelerate innovation and bring new solutions to market. These initiatives aim to enhance customer experiences, optimize operations, and create opportunities for business owners and startup founders to engage with emerging technologies.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and RiskReversal (or MRKT Call) are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, November 24th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital. They discuss a range of topics including market volatility, AI investment trends, consumer spending patterns, and economic forecasts. Calvasina highlights the increasing nervousness among investors regarding high valuations and the potential impact of delayed Fed rate cuts. She notes the importance of monitoring CapEx and regulatory changes, especially as they pertain to AI and tech sectors. The conversation touches on geopolitical dynamics with China and the upcoming US midterm elections, emphasizing their potential market implications. The session is rich with insights into the current market climate, investor sentiment, and future economic expectations. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
John Rossman the Managing Partner and Founder of Rossman Partners. He is a business strategist, operator, and expert on digital transformation, leadership, and business reinvention. He has consulted with many great brands including Novartis, Fidelity Investments, Microsoft, Walmart, and Nordstrom. He served as senior innovation advisor at T-Mobile and senior technology advisor to the Gates Foundation. He is an operator and builder whose love is diving into business problems and customer needs designing solutions and business opportunities. EXPERIENCE Former Amazon Executive Responsible for the launching and scaling the merchant integration team and played a key role in launching and scaling the Amazon marketplace business, which is now over 50% of all units sold at Amazon.com. Also responsible for the enterprise services business with responsibilities for Toys R Us, Target.com, NBA.com and other great brands. Media Analyst Sought after expert commentary regarding Amazon as interviewed by New York Times, CNBC, Yahoo Finance, Bloomberg, BBC, Geekwire and many others. Author Author of Big Bet Leadership: Your Transformation Playbook for Winning in the Hyper Digital Era. Releases Feb 27, 2024. Author of Think Like Amazon: 50 1/2 Ideas to Become a Digital Leader. Author of The Amazon Way on IoT: 10 Principles for Every Leader from the World's Leading Internet of Things Strategies. Author of The Amazon Way: Amazon's 14 Leadership Principles. Assignments - Interim chief technology officer for the Gates Foundation - Innovation advisor to T-mobile - Interim CIO for a national retailer Speaker Keynote speaker on innovation, leadership and digital transformation. John leads workshops on a wide variety of innovation, internet of things, digital strategy, and creating a culture of agility, trial and error, scaling and accountability. His goal is to give audiences tools they can immediately use to operate differently. Advisor Rossman Partners helps it's clients compete and win in the digital era. I work with my clients to both define strategy and create change for the organization. Bringing a broad range of expertise and trusted partners to the table, I first listen and understand, and then help create a customized approach for your situation.
This week, Jack Sharry talks with Suzanne Schmitt, Managing Director at Next Chapter. Suzanne brings a wealth of knowledge from her extensive career at firms such as Fidelity Investments, New York Life Insurance, Prudential Financial, and Lincoln Financial. At Next Chapter, Suzanne reframed and realigned needs to outcomes that benefited advisors and three generations of clients and their families. Today, she leads the NextGen engagement and growth strategies. Suzanne talks with Jack about the implications of aging and its impact on consumers, advisors, and the industry as a whole. She shares key findings from Next Chapter's advisor study, which highlights the industry's need to better prepare advisors to navigate complex family dynamics, health events, caregiving challenges, and solo aging. In this episode: (00:00) - Intro (01:49) - Suzanne's career background (04:04) - Next Chapter's advisor study (05:44) - Key findings from Next Chapter's advisor study (08:54) - How Next Chapter addresses the aging population issue (12:50) - Helping advisors connect with families during moments that matter (18:11) - Age and gender weighted revenue (21:57) - Highlights from the Next Chapter's white paper (24:28) - Suzanne's key takeaways (25:05) - Suzanne's interests outside of work Quotes "The industry is not adequately prepared to help advisors engage families on health and non-financial matters. The industry is also not adequately prepared to help advisors detect cognitive change in their clients." ~ Suzanne Schmitt "Knowing the percentage of the current revenue in your book held by women is incredibly important, and engaging them on issues of caregiving is an absolute home run." ~ Suzanne Schmitt "A lot of advisors don't start because they don't know where to start. Getting used to asking simply 'what has changed with your health since we last talked' is one of the best questions you can work into your repertoire." ~ Suzanne Schmitt Links Suzanne Schmitt on LinkedIn NextChapter Steve Gresham Fidelity Investments New York Life Insurance Prudential Financial Lincoln Financial LPL Financial McKinsey Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and RiskReversal (or MRKT Call) are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, November 10th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC In this episode of the Risk Reversal Podcast, hosts Guy Adami and Dan Nathan sit down with Jenny Just and Matt Hulsizer of PEAK6 at the Ascend Innovation Summit in Austin, Texas. The discussion explores their backgrounds in options trading at O'Connor and Associates, the evolution of retail trading, and the significance of democratizing finance. The conversation also touches on the role of technology in trading, the importance of culture in maintaining business integrity, and how PEAK6 leverages these elements in various ventures, including Apex Fintech Solutions. Additionally, the episode features a segment with Bill Capuzzi, CEO of Apex, who discusses the impact of fintech innovations and the convergence of traditional and decentralized finance. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Venture Unlocked: The playbook for venture capital managers.
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital.Today, I sat down with Rob Go, Co-Founder and Partner at NextView, to discuss the shift in seed-stage investing and what seed funds need to consider to remain viable. The conversation was sparked by a series of Posts Rob wrote, the first of which was called a Crisis Moment in Seed. We spent a lot of time talking about what inspired the post and how seed managers should adapt to the shifted market. For anyone investing at seed, this is a must listen as Rob shared so many insightful views.Thanks for listening to another episode of Venture Unlocked. We hope you enjoyed our conversation with Rob. If you'd like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or go to Apple Podcasts or Spotify and subscribe. Thanks again for listeningAbout Rob GoRob Go is the co-founder and partner of NextView Ventures, a thematic seed-stage venture capital firm focused on investing in founders solving meaningful problems for everyday people. Before launching NextView, Rob was a venture capitalist at Spark Capital, where he focused on the intersection of media, technology, and entertainment.Earlier in his career, Rob led the “Finding” business unit at eBay, where he helped design and launch over 20 products that transformed the platform's search and merchandising experience. He also worked in strategy consulting at The Parthenon Group, focusing on consumer and retail industries, and held product management roles at Fidelity Investments and BzzAgent.Rob holds a B.S. in Economics from Duke University and an MBA from Harvard Business School. Beyond venture, he's a founding member of Highrock Church in Brookline, MA, and a dedicated husband and father who values family and faith as deeply as entrepreneurship.NextView Ventures is an early-stage venture capital firm founded in 2010, with offices in New York, Boston, and San Francisco. They focus on seed-stage investments, typically ranging from around $250K to $4M, in companies building consumer, fintech, digital health, and B2B SaaS solutions that reshape what they call the everyday economy The firm has backed a number of notable companies, including ThredUp, Grove Collaborative, WHOOP, and TripleLift, all of which have achieved significant exits or growth milestones. Their hands-on, founder-first approach and thematic focus have helped them build a strong track record in seed investing.During the conversation, we discussed:* The Venture Landscape's Evolution Since 2011 (3:27)* The Entry of Accelerators Like YC and Mega Funds (6:21)* The Role of YC's Offer Structure in the Seed Market (9:14)* Mega Funds and the Influence of the Power Law (12:21)* AI's Market Impact and Opportunities for Seed Investors (15:18)* Defensibility and Differentiation in AI Applications (18:17)* The Importance of Distinct Strategies for Seed Funds (21:37)* Super Compounder Versus Classic Venture Approaches (24:26)* Adjusting Capital Allocation for Non-Consensus Companies (27:26)* The Role of Optionality in Navigating Downstream Capital (30:35)* NextView's Tactical Shift Toward Data and AI Tools (33:27)* Lessons on Discipline, Dogmatism, and Missed Opportunities (36:22)I'd love to know what you took away from this conversation with Rob. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and RiskReversal (or MRKT Call) are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, November 10th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami host Anastasia Amoroso, Chief Investment Strategist at Partners Group, on the RiskReversal Podcast. Anastasia discusses her new role at Partners Group, a firm specializing in private markets including private equity, credit, real estate, infrastructure, and royalties. The conversation covers the Federal Reserve's potential rate cuts, the labor market's weakening state, and inflation concerns. Anastasia highlights the increasing adoption and impact of AI on job markets and corporate productivity. The podcast also explores the anticipated capital market activity, the potential for accelerated earnings growth sparked by rate cuts, and the nuanced state of sectors like financials, healthcare, and gold. Anastasia concludes by emphasizing the need to monitor AI-related investments closely and the significance of strategic focus in both private and public markets to navigate 2026's economic landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and Risk Reversal (or MRKT Call) are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, November 4th Greg Stevens joins Dan & Guy for a chat about options volatility and what he sees as Fidelity's VP of Options Strategy. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, October 27th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami are joined by Stuart Sopp, CEO and co-founder of Current, for a deep dive into the state of the American consumer, banking, and the broader financial markets. The conversation dives into macro topics including interest rates, the Fed, inflation trends, government policy, and labor market shifts. The hosts and guest also tackle pressing questions about the AI-driven market surge, the risks and realities of a modern tech bubble, the robustness of regional banks, and the evolving landscape of crypto and stablecoins. Throughout, Stuart offers unique industry insight backed by real-time data, making for an engaging and timely financial market conversation. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Dive into Digital brilliance: Lessons from DWG's 2025 Award winners. For this episode, Nancy Goebel is joined by studio guests Kerry O'Donnell, former Executive Director at The Estée Lauder Companies, and Rory Gardner, Director and Team Leader for Associate Knowledge and Strategic Insights – Digital Workplace at Fidelity Investments. Together, they explore the exceptional nature of the 2025 DWG Awards entries and what these tell about the evolution of the digital workplace.You can find out what inspired our guests to join the Awards judging panel and hear their insightful reflections on the Awards submissions. In a climate of hybrid work models, budget constraints and lean staffing, big inspiring advancements are definitely still being achieved. Teams continue to push the boundaries. They're redefining the future of employee experience and operational excellence in the digital workplace. AI is high on the agenda, and the trio digs into what it takes to scale AI responsibly and effectively. It's a great discussion with observant commentary, a touch of future gazing, and even some helpful advice. If you're interested in digital workplace brilliance, then listen today! (Show notes, links and transcript for this episode.)Guest speakers:Kerry O'Donnell, former Executive Director at The Estée Lauder CompaniesRory Gardner, Director and Team Leader, Associate Knowledge and Strategic Insights – Digital Workplace at Fidelity Investments Hosted on Acast. See acast.com/privacy for more information.
Technology Ireland, the Ibec group that represents the technology sector, has announced the 51 companies from 11 categories have been shortlisted as finalists for the Annual Technology Ireland Industry Awards 2025. The winners will be announced at the Technology Ireland Awards ceremony on 21 November in the Round Room at the Mansion House, Dublin. 2025 Technology Ireland awards The Awards recognise the outstanding achievements of indigenous Irish-owned companies and multinationals and celebrate the remarkable contributions of the sector to society, underscoring its vital role in positioning Ireland as a trusted global partner and key player in the ever-evolving technological landscape. Technology Ireland, alongside platinum sponsors EY Ireland, gold sponsors Fidelity Investments, Enterprise Ireland, IDA Ireland, and silver sponsors FIT the Tech Talent Pipeline, Technology Ireland ICT Skillnet and Technology Ireland DIGITAL Skillnet extended their congratulations to the successful finalists. This year saw an unprecedented number of applications for the Tech 4 Good Product/Service award. In recognition of the remarkable quality and volume of entries that demonstrated a commitment to positive impact, the category has been divided. This allows for the acknowledgement of both tangible products and impactful services, creating two distinct awards: the Tech4Good - Product award and the Tech4Good - Service award. This separation celebrates the diverse ways Irish technology companies are driving meaningful change. Director of Technology Ireland, Una Fitzpatrick, said: "The outstanding achievements and relentless dedication of the Irish technology community are clearly reflected in this year's shortlist. We were especially impressed by the record number of entries for the Tech4Good award, a powerful testament to the sector's commitment to leveraging technology for social betterment. The awards aim to acknowledge the outstanding achievements and relentless dedication of the Irish technology community, and we wish all the finalist the very best of luck and look forward to seeing the winners announced in November. Marie Treacy, Partner at platinum sponsor EY Ireland, commented: "Ireland's tech sector continues to thrive, fuelled by exceptional talent and the collaborative spirit that defines our innovation ecosystem. EY Ireland is proud to support the Technology Ireland Industry Awards 2025 - a celebration of what's possible when innovation meets ambition, and of companies turning emerging technologies into real-world impact. We're especially pleased to sponsor the Digital Technology Company of the Year Award, recognising outstanding finalists who are driving progress, creating opportunity at scale, and leading the way in a rapidly evolving digital landscape. On behalf of EY Ireland, I extend our warmest congratulations to all of this year's nominees. Your achievements are shaping the future with confidence." The next stage of the awards will see the shortlisted entries present to 11 independent judging panels, composed of CEOs and founders of successful Irish technology companies, and leaders within the technology sector. The shortlisted candidates for the Annual Technology Ireland Industry Awards 2025 are: Digital Technology Company of the Year Each&Other Nutritics RentalMatics Spanish Point Technologies Stryve Emerging Company of the Year Aerlytix Brightbeam Coroflo Slick+ Spryt Outstanding Achievement in International Growth Aerlytix Brightbeam Protex AI RentalMatics Technology Innovation of the Year CalQRisk Chirp Enterpryze ERP FINEOS Corporation Ltd. Zinkworks AI Studio Digital Technology Services Project of the Year +AddJust Each&Other | Glenveagh Enterpryze ERP FINEOS Corporation Ltd. Food Village Project Customer First Tech 4 Good - Product Award Brightbeam - ALONE Chirp FINEOS Corporation Ltd. Mobility Mojo SureCert's SureScore Tech 4 Good - Service Award Ahlya Altra MapAlerter PayGap.ie The B!G Idea Tech 4 Good - Community A...
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, October 20th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
The Compound and Friends ✓ Claimed : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- On episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The Compound and Friends ✓ Claimed Key Takeaways “Selling your winners and holding your losers is like cutting your flowers and watering the weeds.” “The real key to making money in stocks is to not get scared out of them.” Knowing what you own is the most important part of investing“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Economists have predicted 33 of the last 11 recessions “You get recessions, you get stock market declines. If you don't understand that that's going to happen, then you're not ready and you won't do well in markets.”There is no way to dance around the tumultuous times in the market; you have to learn how to live through them “If you spend more than thirteen minutes analyzing economic and market forecasts, you've wasted ten minutes.”“Behind every stock is a company. Find out what it's doing.” Just because someone is a professional does not mean that they know more than you “In the long run, a portfolio of well-chosen stocks or mutual funds can outperform the most sophisticated investment strategy.”Read the full notes @ podcastnotes.orgOn episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 192 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments to discuss the new normal of market concentration, the slowing labor market, international stocks, the deal with gold, defining a bubble and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://www.Fidelity.com/TraderPlus Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe
Danny Moses interviews Shana Sissel, CEO and founder of Banríon Capital Managemen, known as the 'queen of alternatives.' Shana shares her journey in the financial industry, including roles at Morgan Stanley, Fidelity Investments, Russell Investments, and Orion, and discusses the evolution and importance of alternative investments. She highlights the challenges and opportunities for retail investors in this space and the role of advisor-centric platforms like Banríon . The conversation also touches on current market conditions, the impact of AI, and concerns about valuations and debt. Shana emphasizes the significance of manager selection and understanding market structures in today's complex financial landscape.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.
What happens when traditional finance collides with decentralized networks? Hadley Stern, Chief Commercial Officer at Marinade Finance, takes us on a fascinating journey from his 18-year career at Fidelity Investments to the cutting edge of decentralized finance. Drawing from his pioneering experience leading Bitcoin initiatives as early as 2014, Hadley provides unique insights into why decentralized networks represent the future of global finance.The conversation explores the revolutionary convergence of traditional finance with blockchain technology. As tokenized equities begin trading on Solana through platforms like Superstate, we're witnessing a fundamental shift in market accessibility. Unlike previous attempts that merely tracked prices, these new offerings provide actual ownership with voting rights while enabling 24/7 global trading – a stark contrast to traditional exchanges' limited hours.Hadley articulates why this matters: "It comes back to this ethos of decentralization and the idea that networks, tools, software, things that we do every day that are currently handled by centralized entities can actually be handled by decentralized entities, and that's better for the world."The total addressable market for "internet capital markets" is staggering – potentially many trillions of dollars. With Solana processing more transaction volume than all other blockchains combined, Marinade Finance is strategically positioned at the center of this revolution as a staking provider for institutional players entering the space.The discussion also touches on fascinating technological parallels, including how AI and "vibe coding" are enabling developers to build applications that reach $100 million in revenue within months – a pace unimaginable even during the early internet boom.Whether you're an investor, builder, or simply curious about where finance is heading, this episode provides an illuminating roadmap to the future of capital markets. Subscribe to The Index Podcast for more conversations with visionaries shaping the next generation of technology and finance.Learn more at https://marinade.finance/Show LinksThe Index X ChannelYouTube
On this special episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Denise Chisholm, Director of Quantitative Market Strategy in the Quantitative Research and Investments (QRI) division at Fidelity to walk the boys through why she remains bullish on the stock market. Denise takes Josh and Michael through the most important indicators she follows as her gauge for where the economy and stock market may be heading. This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://www.Fidelity.com/TraderPlus More from Denise: https://www.linkedin.com/in/fidelitydenisechisholm/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Host Jonathan Hughes speaks with MEFA's Julie Shields-Rutyna about tips for filling out the 2026-27 FAFSA. They also answer a question from the MEFA Mailbag about remarried parents filing the FAFSA. Jonathan then talks to Managing Director at Fidelity Investments, Cory Latham, about the results of Fidelity and MEFA's recent College Savings & Student Debt Study.
Host Jonathan Hughes talks to Managing Director at Fidelity Investments, Cory Latham, about expanded uses for 529 and 529A plans, including MEFA's U.Fund and Attainable Savings Plans. They discuss the expanded uses of 529 funds for K-12 expenses and certain credentialing programs, as well as the changes to ABLE accounts, which include expanding eligibility requirements, making certain provisions permanent, and introducing new tax benefits.
In this Season 6 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested heavy-weight showdown between dividend ETFs from Blackrock (iShares) and Fidelity Investments. Who wins the battle?Program judges John Davi at Astoria Portfolio Advisors and Athanasios Psarofagis at Bloomberg examine this ETF battle between covered crypto call funds. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#aiinvesting #etf #growthstocks #stocktrading #stockmarket *********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com
John Sweeney is a seasoned financial services leader with a career spanning senior roles at Fidelity Investments to entrepreneurial ventures at the forefront of innovation. Over nearly two decades at Fidelity, he drove product and technology development across mutual funds, ETFs, managed accounts, and retirement solutions. After leaving Fidelity, he immersed himself in startups exploring blockchain, alternative investments, and AI. Today, as head of Praxis Solutions, he blends strategic insight with advanced technology execution, helping wealth and asset management firms harness AI and blockchain to improve efficiency, decision-making, and client outcomes. This week, Jack talks with John about how Praxis Solutions uses AI and blockchain in concert to solve complex challenges in financial services. From dramatically reducing investment review times to enhancing compliance processes, John explains how his team builds custom, scalable tools that integrate into existing workflows. They explore blockchain as a “source of truth” and AI as a visible decision-making engine—technologies that together improve efficiency, reduce costs, and democratize access to institutional-grade advice while maintaining accuracy, transparency, and regulatory compliance. In this episode: (00:00) - Intro (01:21) – John's career journey: from Fidelity leadership to fintech innovation (03:44) – Moving into the blockchain space and its early applications (05:58) – Where smaller companies should begin their AI journey (07:23) – How AI and blockchain work together (09:18) – Inside Praxis Solutions: strategy, execution, and innovation (12:07) – The types of clients Praxis serves best (15:20) – AI as a powerful tool for building new solutions (16:44) – Breaking down the Praxis business model (18:34) – Front, middle, and back-office AI use cases in financial services (21:41) – Streamlining compliance, policies, and procedures with AI (24:15) – The future of AI in financial services (26:19) – How AI is reshaping the cost of custom solutions (28:02) – John's top takeaways for financial leaders exploring AI (29:41) - John's interests outside of work Quotes "AI, in general, is great at taking large, complex data sets that are today analyzed by expensive humans." ~ John Sweeney "When we think about our aspirations as a firm and why we think AI is going to be a useful tool for financial advisors and their ecosystem that serves end investors, we think it democratizes a lot of access to institutional-grade theses." ~ John Sweeney "The cost of custom software used to be very expensive, and AI development has changed that." ~ John Sweeney Links John Sweeney on LinkedIn Fidelity Investments Praxis Solutions Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
#636: Behavioral economist Etinosa Agbonlahor joins us to discuss "money scripts" — the unconscious beliefs we inherit or develop about finances. Agbonlahor, CEO of Decision Alpha and former Director of Behavioral Science Research at Fidelity Investments, is the author of "How to Talk to Your Parents About Money." She studied financial management at Cornell University and explains how these hidden biases create problems when we try to discuss finances with family members. You might assume everyone thinks saving money makes sense, while your parents operate under completely different beliefs. These conflicting scripts can derail conversations before they start. Agbonlahor shares the story of a single mother who became so anxious about money after her divorce that she refused to buy her teenager expensive shoes. Years later, she realized she was trying to teach extreme frugality to protect her daughters from the financial insecurity she experienced. The key to productive money conversations lies in three principles: care, curiosity and cooperation. You approach with empathy rather than judgment, ask open-ended questions to understand their situation, and work together toward solutions instead of trying to be the financial savior. The conversation covers specific topics you should address with aging parents: debt, retirement planning, long-term care preferences, and estate planning. Agbonlahor emphasizes starting these discussions early, before a crisis hits. You want to understand their vision for retirement — whether they prioritize security, adventure or leaving a legacy — and then assess the gap between their goals and current reality. When parents refuse to discuss finances, you might need to involve trusted friends, spiritual leaders or professional advisors who can have these conversations instead. Resources Mentioned: Book: How to Talk to Your Parents About Money, by Etinosa Agbonlahor The Humble Dollar Forum Timestamps: Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Introduction to money scripts (00:56) What behavioral economics studies (03:03) Hidden money beliefs (04:34) Money script examples (06:16) Adult trauma responses (09:32) Personality and money (11:57) Trauma changes personality (12:55) Protecting future habits (15:17) Debt conversation approach (22:03) When to start conversations (27:53) Using "I" statements (29:51) Sample conversation scripts (33:36) Handling resistance (43:35) Parents' money frameworks (56:46) Long-term care planning (58:02) Stepparent conversations For more information, visit the show notes at https://affordanything.com/episode636 Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jurrien Timmer, director of global macro at Fidelity Investments, says that the market has been dealing with "cross-currents," where concerns about tariffs increasing inflation have been offset by declining oil prices, and where a lack of rate cuts has been countered by record corporate profits. It all combines to create a market that Timmer says can get past the concerns to deliver modest gains moving forward; he makes a case for domestic markets, noting they are not as overvalued as investors might expect after several big years and that they are not facing significant recession or downturn potential. Todd Rosenbluth, head of research at VettaFi, makes a brand new fund — part of a just-launched suite of funds that use options to generate income off of traditional sector indexes — as his ETF of the Week. Wealth manager Derek Ober of Ober Financial discusses the latest release from the Northwestern Mutual 2025 Planning and Progress Study, which showed that a growing number of Americans plan to leave an inheritance to their heirs, but fewer people expect to receive money from an inheritance. Ober says that a lack of communication between the generations is at the heart of the issue.
What does it take to run a truly scalable, customer-centric webinar strategy inside a large B2B organization? In this episode - the final episode in our B2B webinar mini-series - we go behind the scenes of the B2B webinar engine at Fidelity Investments with Steve Jones, Director of Employer Marketing, and Lauren Franklin, Senior Manager, Channel Marketing & Events Specialist. Their webinar program is built on structure, strategy, and serious results. Steve and Lauren share how they've built and scaled a high-performing webinar strategy that aligns with both marketing goals and customer education. From implementing a detailed 68-step planning process to navigating compliance and live delivery, Steve and Lauren offer practical insights and real-world examples that any B2B marketer can learn from. Find out: How Fidelity structures webinar content for different B2B audiences Why every webinar follows a detailed 68-step project plan The power of live webinars - and how they make them work Supporting speakers and scaling without sacrificing quality Making webinars part of both the marketing and customer education strategy Smart repurposing tactics (and how they work within a compliance-heavy organization) How to optimize your webinar to adapt to sudden changes Important links & mentions: Our B2B Webinar Planning Playbook: https://www.content10x.com/webinar-guide/Marketing Webinars: The Ultimate Guide to Planning, Promoting & Repurposing B2B Webinars to Drive Growth https://www.content10x.com/webinars-ultimate-guide/Fidelity webinars: https://www.fidelity.com/learning-center/overviewSteve Jones on LinkedIn https://www.linkedin.com/in/fidelitystevejones/ Lauren Franklin on LinkedIn https://www.linkedin.com/in/fidelitylaurenfranklin/ Blog post on this topic: https://www.content10x.com/339Amy on LinkedIn https://www.linkedin.com/in/amywoods2/ Hayley on LinkedIn https://www.linkedin.com/in/hayleyevans888/ Content 10x: https://www.content10x.com/ Amy's book: www.content10x.com/book (Content 10x: More Content, Less Time, Maximum Results) Amy Woods is the CEO and founder of Content 10x, a creative agency that provides specialist content strategy, creation and repurposing support to B2B organizations. She's also a best-selling author, hosts two content marketing podcasts (The Content 10x Podcast and B2B Content Strategist), and speaks on stages all over the world about the power of content marketing. Join thousands of business owners, content creators and marketers and get the latest content marketing tips and advice delivered straight to your inbox every week
Success as a founder is about more than impressive AUM. It's about maintaining autonomy and connnection. It's about taking pride in what you do, the team you've built, and most importantly having fun along the way. Take it from today's guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners.In this episode, he and Stacy discuss: Greg's backstory: From Fidelity Investments to co-founding a $27B investment firmHow his passion for connecting people and numbers drove him into small-cap investingHis big leap from the shallow end of co-foundership to founding his own firm Why AUM isn't the only measure of success in small-cap investingStrategies for maximizing return on time in small-cap investingThe challenges of climbing the ranks in the fund worldKey advice for fund managers considering leaping into entrepreneurship About Greg Dean: Greg founded Langdon Equity Partners in 2021 and is the firm's Chief Executive. He is the lead investor for Global and Canadian smaller companies portfolios. Greg has over 15 years' experience in investment management. Before founding Langdon he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.Previously he spent 3 years as a Canadian analyst covering consumer and infrastructure at Fidelity Investments. Greg has a degree in Mathematics from the University of Waterloo and a Bachelors of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder. Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe Resources Mentioned in This Episode: Song: 22 Two's – JAY-Z Books: Same as Ever by Morgan Housel, Start-Up Nation by Dan Senor - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator
Join our hosts as they sit down with Stephen Patane, Vice President of Crypto and Digital Assets Policy at Fidelity Investments, to unpack the evolving landscape of U.S. crypto regulation. We'll explore key provisions of recent legislation, how federal agencies are responding to these changes, and key takeaways for stakeholders across the DeFi landscape. Episode Topics: [0:00] Intro [2:00] Ethereum Turns Ten [4:45] Welcome to Stephen Patane [6:34] A Deep-dive into Recent Legislation [24:08] Updates from the President's Working Group [29:58] Outro Stay connected with us beyond the podcast by following FCAT on Instagram, LinkedIn, and X where we share additional insights and updates on all things emerging tech. Whether you're crypto-curious or have a crypto foundation, Fidelity may have your next career opportunity. EXPLORE NOW. Please remember: this podcast is solely for informational and educational purposes and is not investment, tax, legal or insurance advice. Digital assets are speculative and highly volatile and you should conduct thorough research before you invest. To learn more, visit: fcatalyst.com FMR LLC. © 2025 FMR LLC. All rights reserved. Chapters (00:00:00) - Intro(00:02:00) - Ethereum Turns Ten(00:04:45) - Welcome to Stephen Patane(00:06:34) - A Deep-dive into Recent Legislation(00:24:08) - Updates from the President's Working Group(00:29:58) - Outro
Bill and Tony discuss the growth and evolution of alternative investments, address liquidity concerns, and emphasize the importance of education in the latest episode of Alternative Allocations. Bill highlights the industry's efforts to make alts more accessible through new product structures and the potential for including private markets in model portfolios and defined contribution plans. Bill Duffy is a Vice President of Alternative Investments for Fidelity Investments. He is responsible for Fidelity's alternative investment platform solutions which enable Fidelity clients access to alternative investment strategies. Bill focuses on developing Fidelity's alternative investment platform strategy, as well as overseeing Fidelity's relationship with leading alternative investment platforms and asset managers. Additionally, Bill educates Fidelity clients and prospects about alternative investment programs available through Fidelity. He is often a featured speaker on alternative investment strategies and trends at industry conferences and events. Prior to Fidelity, Bill worked at Charles Schwab & Co., Inc. where he was Managing Director of Relationship Management, overseeing relationships with over 700 third-party asset managers. He also led product strategy for Schwab's alternative investment platform team. In that role, he also collaborated with industry thought leaders to deliver alternative investment education to thousands of RIAs. Earlier in his career, Bill was an Executive Director at a boutique alternative investment advisory firm, where he was responsible for consulting with RIAs, family offices, and institutional investors on alternative investment strategies including private equity, private credit, real estate, and hedge fund opportunities. Bill is currently Chairman of the Board of Directors for the Institute for Portfolio Alternatives (“IPA”), an industry trade group focused on expanding access to alternative investments strategies and advocating on behalf of the alternative investment industry. Prior to being elected Chair of the Board, he was an active Board member since 2020. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Bill Duffy | LinkedIn Alternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn
Incentives in compensation, used appropriately and ethically, are effective tools to help you grow your practice. You need to think them through. What sounds good on paper might not be in practice. My guest today consults with practices to help them grow. She often recommends incentives in compensation, and she'll talk us through how to use them effectively.Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent and need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments and leverages these experiences to help her clients achieve business excellence.In this episode Carl White and Lisa Levesque discuss:Examples of incentives in compensation for medical and dental practicesTailoring incentives for producers vs. staffKeeping incentives ethical, for example, not pushing treatments or products.Want to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Lisa Levesquewww.linkedin.com/in/llevesqueVideo Resources Lisa Levesque Mentioned in this EpisodeHelp with a vision statement: https://www.youtube.com/watch?v=dZShbB59giMHelp with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdcConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail: whitec@marketvisorygroup.comFacebook: https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg
In this episode of The Impostor Syndrome Files, we explore a life transition that often goes unexamined: retirement. What happens when your professional identity has defined you for decades, and suddenly you're faced with the question, “What now?” My guest this week is Sarah Friedell O'Connell, executive transition coach and founder of ChangePoint Advisors. Sarah specializes in helping high-achieving professionals prepare for the non-financial side of retirement—what it means for their identity, purpose, and daily life.Together, we unpack the emotional and psychological aspects of leaving full-time work, how to intentionally design your next chapter and why so many of us struggle to imagine a fulfilling life outside of our careers. Whether you're approaching retirement or simply want to live more intentionally now, this conversation is a powerful reminder that transitions don't have to be terrifying, they can be transformational.About My GuestSarah Friedell O'Connell is an Executive Transition Coach and the owner of ChangePoint Advisors, a firm dedicated to helping senior executives navigate career changes. Sarah brings both business and career management expertise to her work with senior leaders, and her background as a former communications executive at Fidelity Investments and a spokeswoman for the President of Harvard University gives her a unique perspective and deep understanding of business and leadership. Sarah made her own career pivot into executive coaching, so she understands what it takes to successfully manage major change.Sarah has been coaching C-suite executives for over 10 years, helping hundreds of executives across a variety of industries and functions achieve success personally and professionally. Sarah is a graduate of the College of William and Mary where she received a B.A. degree, and is certified in several psychological assessment tools. She is a graduate of the Coaches Training Institute and the College of Executive Coaching and is a Certified Retirement Coach.~Connect with Sarah:Website: https://www.changepointadvisors.com/ LinkedIn: https://www.linkedin.com/in/sarahfriedelloconnell/~Connect with Kim and The Impostor Syndrome Files:Join the free Impostor Syndrome Challenge:https://www.kimmeninger.com/challengeLearn more about the Leading Humans discussion group:https://www.kimmeninger.com/leadinghumansgroupJoin the Slack channel to learn from, connect with and support other professionals: https://forms.gle/Ts4Vg4Nx4HDnTVUC6Join the Facebook group:https://www.facebook.com/groups/leadinghumansSchedule time to speak with Kim Meninger directly about your questions/challenges: https://bookme.name/ExecCareer/strategy-sessionConnect on LinkedIn:https://www.linkedin.com/in/kimmeninger/Website:https://kimmeninger.com
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Tim Gill, Portfolio Manager, and Juan Tavarez, Research Analyst, from Fidelity Investments' High Income and Alternatives team to explore the evolving landscape of emerging market corporate debt. With decades of combined experience, Tim and Juan provide a deep dive into how they identify resilient, dollar-denominated credits in complex geographies—and why a bottom-up, credit-focused approach is essential in today's environment. The conversation covers everything from navigating country-level macro risk and assessing restructurings, to uncovering “hidden castles” in misunderstood sectors. The duo emphasizes the value of sovereign overlays, disciplined portfolio construction, and the role of diversification in managing volatility for insurance investors. Whether you're seeking long-term yield, capital-efficient allocation, or simply a better understanding of EM corporates, this episode offers highly actionable insights grounded in experience.
Welcome to Courage to Advance, hosted by Kim Bohr and brought to you by SparkEffect, in partnership with The Empathy Edge.Tune in to our subseries every 3rd Thursday, right here on The Empathy Edge! Or check us out at www.CourageToAdvancePodcast.com.In today's always-on business culture, how can leaders cut through digital noise to regain mental clarity? Kim Bohr sits down with Timothy Swords, a mindfulness-focused executive coach who blends Harvard MBA-level acumen with over 2,000 hours of mindfulness practice. Timothy reveals how simple grounding techniques transformed executives from being the "scary person in the room" to creating harmonious relationships.This conversation explores why self-awareness might be more valuable than an MBA, how stress contagion undermines organizational performance, and why working beyond 50 hours delivers diminishing returns. Timothy shares practical "mindfulness hacks," including a grounding technique for meetings, plus how 10 minutes of practice increases self-awareness by 35%.Whether you're struggling with digital overwhelm, managing stressed teams, or seeking authentic leadership approaches, discover how mindfulness becomes a competitive advantage. Learn why emotions last 30 seconds unless we feed them with thoughts. To access the episode transcript, please search for the episode title at www.TheEmpathyEdge.comKey Takeaways:Mindfulness is "lucid awareness from paying attention on purpose in the present moment"A leader's emotional state directly impacts team performance through stress contagionWorking beyond 50 hours shows diminishing returns; 70-hour weeks produce no more than 55-hour weeksSimple grounding technique: Feel your feet on the floor during meetings to interrupt anxiety cyclesJust 10 minutes of daily mindfulness practice increases self-awareness by 35% in 6-8 weeksAuthentic leadership starts with clarity on personal values aligned with organizational valuesTwo types of self-compassion: tender (being kind) and fierce (setting healthy boundaries) "An emotion on its own lasts like 30 seconds. But if you're feeding it with thoughts, it goes on and on—it gets worse and worse. If you want to do anger management, you've got to stop that cycle, because you're actually creating your own anger." — Timothy SwordsAbout Timothy Swords: Timothy Swords blends corporate acumen with mindfulness training to guide senior leaders in integrating mindfulness into decision-making and leadership effectiveness. His experience includes CFO and strategic transformation roles at Fidelity Investments, MUFG Union Bank, and PwC. Timothy holds an MBA from Harvard University and is a certified mindfulness instructor with over 2,000 hours of practice, including training with renowned teachers Jack Kornfield, Jon Kabat-Zinn, and Sharon Salzberg.About SparkEffect: SparkEffect partners with organizations to unlock the full potential of their greatest asset: their people. Through their tailored assessments and expert coaching at every level, SparkEffect helps organizations manage change, sustain growth, and chart a path to a brighter future.Go to sparkeffect.com/edge now and download your complimentary Professional and Organizational Alignment Review today.Connect with Timothy: Website: MindfulLeadership-Coaching.com Email: Timothy@MindfulLeadership-Coaching.com LinkedIn: linkedin.com/in/timothyswordsFree Resources: mindfulleadership-coaching.com/free-videos Connect with Kim Bohr & SparkEffect:SparkEffect: sparkeffect.comCourage to Advance recording and resources:sparkeffect.com/courage-to-advance-podcastLinkedIn: linkedin.com/company/sparkeffectLinkedIn for Kim: linkedin.com/in/kimbohr Connect with Maria:Learn more about Maria's work and books: Red-Slice.comHire Maria to speak: Red-Slice.com/Speaker-Maria-RossTake the LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaFacebook: Red SliceThreads: @redslicemariaWe would love to get your thoughts on the show! Please click https://bit.ly/edge-feedback to take this 5-minute survey, thanks!
According to a Fidelity Investments analysis, the average American retirement savings rate in the first three months of the year was 14.3% – just shy of the recommended 15%. Host Ariana Aspuru speaks with Wall Street Journal reporter Anne Tergesen about why savers are putting away a record amount of their income for retirement. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/ Joseph Hart is Director of Capital Markets, bringing 35 years of experience in the portfolio management field. He has previously held executive and senior roles at Center Street Capital, Fidelity Investments, and ING. He received his Bachelor's of Finance from Western Michigan University. Joseph has passed his Series 7 & 63 licenses and is a Certified Investment Management Analyst.In this episode, Brian and Joe discuss:1. The 5-Cent Mistake Everyone Makes2. The Lazy Genius Muscle: Your Brain3. More Afraid of Flying Than Crashing Stocks?4. Emotions Always Win the Argument (Even in Markets)Website: https://realsourcepropertiesreit.com/ Follow us here to see short videos of all our best investing tips:TikTok: https://www.tiktok.com/@todaysmarketexplained Instagram: https://www.instagram.com/TodaysMarketExplainedYouTube: https://www.youtube.com/@todaysmarketexplained Facebook: https://www.facebook.com/TodaysMarketExplainedTwitter: https://twitter.com/PodcastTMEWebsite: https://todaysmarketexplained.com/ DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
What do you do after turning down a $600M offer—and watching it disappear days later? In this episode, venture capitalist and serial entrepreneur Jeremy Delk joins Dan Rochon to talk about pattern recognition, how to spot untapped markets, and the gritty truth behind high-stakes decisions. From losing $2M in four days as a college student to building multi-9-figure businesses, Jeremy shares powerful lessons on risk, leadership, and why real success comes from knowing who you are—not just what you've built.What you'll learn on this episodehe power of pattern recognition over pure hustle when spotting untapped marketsWhy real investors don't care about competition—they obsess over the customer experienceThe biggest mistake Jeremy ever made (hint: he said no to $600M) and how it led to his next big winWhy Jeremy only invests in 1 out of every 100 pitches—and what he looks for in a founderThe mindset shift every entrepreneur must make after hitting rock bottomThe spiritual crisis of success—and how to reconnect with purpose when the scoreboard is no longer enoughWhat Jeremy would tell his 25-year-old self: “Just take one more step”At the heart of this conversation is a simple truth: real business success comes from clearly communicating value and solving real problems. If you're working to sharpen that clarity in your own business, Dan's upcoming book Teach to Sell offers a practical framework to help you attract clients and opportunities by leading with what you know.
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