Podcasts about finance professor

A shift in leadership often brings a shift in economic direction, and with that, a wave of uncertainty for business leaders. Recent changes in trade policy have sparked a great deal of conversation (and concern) around tariffs, trade imbalances, and global supply chains. But what we're seeing now isn't the final chapter—it's part of a broader strategy to reshape the future of international trade and industrial development in the U.S. The goals are ambitious: addressing the national debt, correcting long-standing trade deficits, bringing key industries back onshore, and rethinking the rules of global commerce. While the path forward may seem unpredictable, there is a long-term vision driving these moves. The U.S. has long relied on the free market to guide economic outcomes, but certain challenges, like national security and the health of strategic industries, require more than market forces alone. Trade, especially when it intersects with geopolitical and security interests, demands a more hands-on approach. So, what does this mean for today's financial leaders? How should CFOs be preparing for the ripple effects of tariffs and other trade measures? In this episode of the podcast, I sit down with Dr. Steve Horan, Former Managing Director of the prestigious CFA Institute and Finance Professor at UNC-Wilmington, to explore the broader implications of evolving trade policy. We talk about the big picture—debt reduction, onshoring trends, and how leaders can position their organizations for success in this dynamic environment. In this episode, you'll learn: The least painful path to reducing the national debt Are tariffs a tax or a tool? Will tariffs be an effective trade negotiation lever What's really driving interest rates The biggest concern for CFOs right now (hint: it's not what you think)   Guest Bio Dr. Steve Horan is an Associate Professor of Finance at UNC Wilmington. Throughout his 30 years in the industry, Steve has leveraged his experience as a practitioner, educator and thought leader to engage the investment management profession on key industry issues. Steve's distinct blend of academic and professional experience has given him a strong strategic sense, and the ability to apply a rigorous analytical framework to any situation. He strives to stay current in his knowledge and progressive in his thinking. Steve has written and co-written numerous articles and books, received several industry awards, and enjoyed a spell as an Financial Times columnist. He continues to provide media commentary, cited in publications from The Wall Street Journal to The New York Times to the South China Morning Post. Steve believes that an industry composed of competent and ethical practitioners is a necessary ingredient to build an investment profession that protects investors and ultimately contributes to a better society. Connect with Steve on LinkedIn.  About Your Host Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.      Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

With Trump's proposed tariffs on Canada, Mexico, and China, may are concerned that some form of a trade war might emerge in the coming months. Particularly in Canada, where 75% of its exports go to the United States, uncertainty and fear are developing amongst Canadians. So if these tariffs do end becoming imposed, how will it affect each of the Canadian and American economies? By virtue of its larger sized economy, is this a trade war the US would handily win? Or are widespread tariffs a recipe for economic disaster for both countries? Eric Kirzner, a Finance Professor at the University of Toronto, joins the podcast. Hosted on Acast. See acast.com/privacy for more information.

Sasha Indarte, Assistant Wharton Professor of Finance, joins the show to discuss why medical debt impacts your borrowing capabilities and the Consumer Financial Protection Bureau's push to remove it from credit reports. Hosted on Acast. See acast.com/privacy for more information.

Andrea Eisfeldt, Professor of Finance at UCLA, explains the indices underpinning two Simplify ETFs focused on companies with high levels of intangible capital. VettaFi’s Roxanna Islam discusses Tradr ETFs, the Research Affiliates Deletions ETF (NIXT), gold ETF flows, spot ether...

How personal experiences change your perception of stock returns. The people you surround yourself with shape your risk profile, crucially your spouse. Learn about the phenomenon known as the 'disposition effect' and how it influences stock returns.Constantinos Antoniou is an Associate Professor of Finance and Behavioural Science at Warwick Business School. Professor Antoniou focuses his research on behavioural finance addressing corporate decisions and empirical asset pricing.Music credit: David Cutter Music / @dcuttermusic Hosted on Acast. See acast.com/privacy for more information.

Nikolai Roussanov, Wharton Professor of Finance, joins the show to explain what caused last week's market volatility, whether the Fed can deliver a soft landing to avoid a recession, and how the monthly job reports contribute to cutting interest rates. Hosted on Acast. See acast.com/privacy for more information.

#526: Recorded LIVE on stage at the Morningstar Conference in Chicago! We chat with behavioral finance professor Meir Statman. He breaks down the differences between standard finance and behavioral finance, making it clear that understanding human behavior is an essential part of investing. Statman starts by explaining that standard finance assumes people are rational. They make decisions purely based on logic and aim to maximize wealth. However, behavioral finance sees people as normal, not always rational. We often act on emotions and cognitive shortcuts. For instance, people might prefer receiving dividends over selling shares, even if both result in the same financial gain. This is because dividends feel like income, while selling shares feels like dipping into savings. He uses a great metaphor to explain how investors view their portfolios. Think of a dinner plate: behavioral investors like their investments separated, like mashed potatoes on one side, vegetables on another, and steak in the middle. Rational investors don't care if it's all blended together because they only focus on the total nutrients. This shows that normal investors have different needs and want to balance safety with growth. Statman talks about the importance of diversification. He recalls a lunch with Harry Markowitz, the father of Modern Portfolio Theory, who supported the idea of having a mix of safe and risky investments. Markowitz himself had municipal bonds to avoid poverty and stocks to grow wealth. Diversifying helps investors manage risk and meet both their safety and growth needs. We then dive into how people manage money across their life cycle. Statman points out that young people know they need to save but are tempted to spend. They often control this urge by putting money into retirement accounts like 401(k)s. As people get older, they become so good at saving that they sometimes forget to spend and enjoy their money. Statman gives a funny example of his mother-in-law, who refused to replace an old sofa because she didn't want to dip into her savings. Statman also touches on asset pricing and market efficiency. He explains that while traditional finance focuses solely on risk, behavioral finance considers other factors like social responsibility. Some investors are willing to accept lower returns to stay true to their values. Additionally, he argues that market prices do not always reflect true value, and it's hard to predict when they will. Towards the end, we discuss the broader aspects of wellbeing. Statman emphasizes that financial wellbeing is just one part of a happy life. Family, health, work, and community are also crucial. He believes financial advisors should help clients achieve overall life wellbeing, not just financial success. For more information, visit the show notes at https://affordanything.com/episode526 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Alex Edmans is an economist and Professor of Finance at the London Business School. His book ‘May Contain Lies' is about how our biases are exploited and what we can do about it. 

Dr. Matthew Faulkner, CFA - Finance Professor at San José State University and Trustee for the City of San José Pension Fund - discusses bridging the gap between financial theory and real-world practice on our latest episode of the CFA Society San Francisco podcast.  Join our show's host, Tanya Suba-Tang - Membership Director at CFA Society San Francisco - as she delves into Dr. Faulkner's compelling journey from academia to practical application. Dr. Faulkner's perspective and experiences highlight the importance of collaboration between academics and practitioners, emphasizing the unique contributions each group can make to the field of finance and paving the way for future financial innovations. Whether you're an academic, a practitioner, or someone considering a career in finance, this episode is packed with valuable insights on leveraging both theoretical and practical knowledge to make more informed financial decisions. Meet Dr. Matthew FaulknerDr. Matthew Faulkner, CFA is a Finance Professor at San José State University where he teaches undergraduate and graduate students in corporate finance and business valuation. His research interests intersect corporate finance and behavioral finance to understand why and how companies and management make decisions while his private consulting work is in valuation. In addition to his academics, he is a Trustee for the City of San José pension fund, serves as a FINRA arbitrator, and a volunteer with CFA Institute. Dr. Faulkner holds a bachelor's degree in finance from UNC-Wilmington, an MBA in international finance and investments from the University of Valencia, Spain, and UNCW, and a doctoral degree from Florida Atlantic University.This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Dr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put financial planning on his radar, Phillip shares his academic pursuits, leading to his current role at Winthrop University. If you love to teach, but also aspire to one day be a financial planner, this is an episode for you! Listen in as Philip dives into the inception and evolution of his side practice in financial planning, emphasizing how it enhanced his teaching and the Winthrop CFP program. We also discuss the challenges of building a firm from the ground up, Philip's eventual merge with larger entities, and his advice for aspiring financial planners. You can find show notes and more information by clicking here: https://bit.ly/3PH5uP6

Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI) the most respected accreditations in Financial Modeling globally. In this episode, Paul Barnhurst is joined by David C. Brown, an Associate Professor of Finance. David focuses on teaching finance and financial modeling, bringing his real-world experience to the classroom with his students. He is also heavily involved in helping students improve Excel skills, including running the Microsoft Excel Collegiate Championship (MECC) He is very passionate about research and his work has been highlighted by the Wall Street Journal and MarketWatch. Listen to this episode as David shares: His journey and background into Modeling His experience starting and running the Microsoft Excel Collegiate Challenge How Financial Modeling competitions help you grow and learn The key differences between modeling for competition and modeling for work His learning from his research and years of experience How he would structure the college finance program if he were in charge His latest research on Target Date Funds and how they perform relative to other retirement portfolios His position on controversial modeling issues, including circular references, dynamic arrays, modeling standards, and more Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code podcast. Visit www.fminstitute.com/podcast and use code podcast to save 15% when you register. Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit. Follow David: YouTube - https://www.youtube.com/@docbrownexcels Website - https://www.davidclaytonbrown.com/ E-mail - dcbrown@email.arizona.edu · To learn more about Microsoft Excel Collegiate Challenge, visit this website- https://mecc.college/ Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy/ Instagram - https://www.instagram.com/thefpandaguy/ TikTok - https://www.tiktok.com/@thefpandaguy Twitter - https://twitter.com/TheFPandAGuy YouTube - https://www.youtube.com/@thefpaguy8376 Quotes: “ Collegiate Challenge is not about being the best, its about challenging yourself, learning more and getting better at it. ” “ If you understand Python you can figure out Excel. ” “ Excel is the way to get people into data analytics. ” “ Challenge the assumptions, challenge the model and eventually figure out whats wrong. ” In today's episode: (00:22) Intro; (00:45) Welcoming David Brown; (01:25) The worst financial model David has ever seen ; (03:17) David's take away from the worst financial model ; (06:08) David 's background; (10:05) How David decided to become a Finance Professor ; (12:39 - 13:25) Validate your Financial Modeling Skills with FMI's Accreditation Program (ad); (13:27) What is the Microsoft Excel Collegiate Challenge; (17:20) Excel Tables; (19:17) Advice to students willing to participate in these competitions; (21:33) David's experience with these competitions; (24:47) How to help students with a hands on experience to building models; (27:04) David's suggestion to changes in college curriculum; (29:07) Financial Modeling for competitions vs. Building it for clients; (31:10) David's learning from his research; (37:58) Rapid Fire; (42:19) Nugget on how to become a better modeler; (43:57) Connect with David; (44:50) Paul's best picks – How David wishes to teach the college program for Finance (45:23) CPE Credit with this episode; (45:40) Outro.

Monica Raymunt, Autos Industry Disruption reporter with Bloomberg News, joins us to talk earnings from Volkswagen and outlook for other Euro automakers. She can also discuss the EV race and the cars aboard a burning ship off the Dutch coast. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the ECB decision and recent inflation moves across Europe, as well as the outlook for European economies. Kailey Leinz and Dani Burger interview SEC Chair Gary Gensler. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the WGA strike, legal analysis, and how it all ties in to AI and work. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the Fed and terminating rate hikes, yield curve inversions, and why he believes any recession will be “100% the Fed's fault.” Meta CFO Susan Li joins Bloomberg Technology for a post-earnings discussion with Ed Ludlow and Caroline Hyde. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

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Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of the Swiss Franc. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, also discusses the debt ceiling. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Brendan Case, Bloomberg News retail reporter, join to discuss the slew of recent retail news and Petco earnings today. Linda Anegawa, Chief of Medicine at Noom, joins the program to discuss the company's new health developments. Sam Fazeli, Senior Pharma Analyst with Bloomberg Intelligence, joins the discussion to offer some questions and analysis. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program in studio to talk about investing and the cannabis market. Geetha Ranganathan, Analyst of US Media with Bloomberg Intelligence, joins the program to discuss Netflix password sharing and outlook for the company's financials. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the yield curve and the outlook for a hard landing and a recession. Hosted by Kriti Gupta and Simone Foxman.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Ira Jersey, Chief US Interest Rates Strategist with BI, join for a roundtable on Fed day to discuss interest rates and bank instability in the US. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program to discuss Jay Powell and the Fed's rate hike path. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and her ETF management amid recent turmoil. Bloomberg cross asset reporter Katie Greifeld also joins. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss the latest moves in Bitcoin and crypto amid bank instability, discusses whether the gains will last, and gives his outlook for oil and commodities. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the show to discuss how markets and traders are pricing in a Fed rate hike and bank turmoil. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the yield curve and outlook for a recession amid financial instability. Paul Sweeney, Kriti Gupta, and Jess Menton host.See omnystudio.com/listener for privacy information.

Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the US shooting objects out of the sky, and outlook for US-China relations. Mark Douglas, CEO of MNTN, joins the program in studio to discuss Super Bowl ads after the big game, which companies won, and which missed out. Campbell Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal and the recent yield curve inversion. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to talk about recent ESG bans and the winners and losers of the ESG battle. Donna Borak, Senior Reporter with Bloomberg Industry Group, joins the show to discuss her Big Take story on NYC's struggling financial position amid work-from-home. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

My friends and family know my love for the University of Texas at Austin, even down to the color burnt orange. However, my one regret is not being a more dedicated and disciplined student. It took me a few years to mature and embrace learning something new. On this episode, I am honored to be joined by a long-time friend and professor of instruction in the finance department at the University of Texas at Austin, Sandy Leeds, who taught mostly graduate students for the first 16 years, and for the past 6 years, he has taught a class to senior undergraduate students. He has a unique skillset of articulating financial markets, monetary policy, and the intersection between the economy and the markets so that we all better understand what's really going on. His prior experience as an attorney and money manager brings a unique perspective when he talks to his students, authors books, or speaks about the markets. He has degrees from the University of Alabama, the University of Virginia, and the University of Texas McCombs School of Business. In addition, Sandy ran the UT MBA Investment Fund for over 12 years. Today, he shares insight into his professional journey, great teaching moments for him and his students, and how in the world he pulls for Alabama when they play Texas and expects to remain alive in Austin. Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal. T Bloomberg Intelligence Senior Autos Analyst Kevin Tynan joins the program to discuss Carvana's stock volatility and everything he reported on from CES. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Francis Oh, CEO of Qraft Technologies, and Sean O'Hara, president of Pacer ETFs, join for an in-studio roundtable to discuss value investing and why it could succeed in a potential down market in 2023. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

This week, Liz sits down with former NFL linebacker and finance guru, Brandon Copeland to discuss his football journey and money-saving tactics.  Brandon shares how he went from being a kid who learned the “art of the hustle” from his father to becoming a free agent in the NFL, to teaching finance at the University of Pennsylvania.  Later, Brandon emphasizes the importance of finding success while remaining a humble and likable person. Follow Liz on Twitter: @LizClaman Learn more about your ad choices. Visit megaphone.fm/adchoices

Ohio Democrat Sherrod Brown, who who chairs the U.S. Senate Banking, Housing, and Urban Affairs Committee, is once again raising concerns about consumers getting ripped off after investing in cryptocurrency. He's been advocating for regulations like those that apply to traditional US currency for quite some time, even warning at a hearing in July, 2021, “There's nothing ‘democratic' or ‘transparent' about a shady, diffuse network of online funny money."   But now, in the aftermath of the massive FTX Cryptocurrency exchange meltdown, resulting in more than $8 billion dollars in losses for investors who traded on the $32 billion dollar platform, and multiple federal charges against its founder, Sam Bankman-Fried; he's kicking it up a notch, and once again calling for more consumer protection.    Listen now, to his comments from a recent Senate Banking Committee hearing, entitled "Crypto Crash: Why the FTX Bubble Burst and the Harm to Consumers”.  We'll also hear from Finance Professor, David Pelleg, who used to work on Wall Street, and teaches classes on Cryptocurrency, at Kent State University.

Ohio Democrat Sherrod Brown, who who chairs the U.S. Senate Banking, Housing, and Urban Affairs Committee, is once again raising concerns about consumers getting ripped off after investing in cryptocurrency. He's been advocating for regulations like those that apply to traditional US currency for quite some time, even warning at a hearing in July, 2021, “There's nothing ‘democratic' or ‘transparent' about a shady, diffuse network of online funny money."   But now, in the aftermath of the massive FTX Cryptocurrency exchange meltdown, resulting in more than $8 billion dollars in losses for investors who traded on the $32 billion dollar platform, and multiple federal charges against its founder, Sam Bankman-Fried; he's kicking it up a notch, and once again calling for more consumer protection.    Listen now, to his comments from a recent Senate Banking Committee hearing, entitled "Crypto Crash: Why the FTX Bubble Burst and the Harm to Consumers”.  We'll also hear from Finance Professor, David Pelleg, who used to work on Wall Street, and teaches classes on Cryptocurrency, at Kent State University.

In his essay A Finance Professor's Perspective Regarding Sam Bankman- Fried and FTX, Kurt Gerwitz discusses the facts regarding SBF, the narrative regarding SBF, why we should care, and recognizing human biases that we must understand to be better truth-seeking thinkers.

If you are like me you have been hearing a lot of doom and gloom on the economy. I wanted to ask the expert, my friend Shane Shepherd – PhD of Finance and USC Professor of Finance and Economics at USC what is the real story. Shane breaks it down for us simply and leaves you with some good info to use at your next cocktail party so you can sound smart or just simply not freak out that we are heading for an economic nuclear winter. I hope you enjoy and feel a little lighter after this quick breakdown. Shane's LinkedIn profile - https://www.linkedin.com/in/shane-shepherd-b3512b24/  

On the podcast today, we welcome back Jamie Hopkins. Jamie is managing partner of Wealth Solutions at Carson Wealth. He is also a Finance Professor of Practice at Creighton University's Heider College of Business. Jamie and Ron Carson cowrote a new book called Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Rewirement: Rewiring the Way You Think About Retirement! Prior to joining Carson Group, he was with the American College of Financial Services, most recently serving as director of retirement research. He received his bachelor's degree from Davidson College, his JD from Villanova University, and his LLM degree from Temple University. He is also a certified financial planner, a chartered financial consultant, and a chartered life underwriter. Jamie co-hosts his own podcast called Framework, and he is also active on social media. His Twitter handle is @RetirementRisks.BackgroundBioFind Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins and Ron CarsonRewirement: Rewiring the Way You Think About Retirement! by Jamie Hopkins“Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning,” The Long View podcast, morningstar.com, July 15, 2020.Twitter handle: @RetirementRisksFinancial Freedom“Jamie Hopkins: Finding Your Financial Freedom,” Framework podcast, carsongroup.com, Nov. 21, 2022.“Framework: What It Takes to Find Financial Freedom,” Framework podcast, carsongroup.com, Nov. 25, 2022.Dennis Moseley-Williams“Maslow's Hierarch of Needs,” by the CFI Team, corporatefinancialinstitute.com, Nov. 24, 2022.BucketingThe Bucket Plan, by Jason Smith“What Is the ‘Bucket' Approach Strategy to Retirement Income Planning?” by Jamie Hopkins, forbes.com, April 25, 2019.“How to Include Home Equity in Your Retirement Plan With the Bucketing Approach,” by Jamie Hopkins, forbes.com, April 21, 2020.“Bucketing Asset Allocation Strategy Protects Against Investor Emotion, Sequence of Return Risk,” by The Carson Group, carsongroup.com, Jan. 23, 2020.“Is Housing Headed for a Fall? Advisors Beware,” by FA staff, fa-mag.com, Nov. 8, 2022.“Busting Three Half-Truths About Reverse Mortgages,” by Jamie Hopkins, forbes.com, June 24, 2019.“Jamie Hopkins on the Role of Emotions in Reverse Mortgage Decisions,” HousingWire Daily podcast, housingwire.com, Oct. 1, 2021.Retirement Planning“What You Need to Do 10, 5 and 1 Year Before Retirement,” by Jamie Hopkins, jamiehopkins.com, April 7, 2022.“Jamie Hopkins: Congress Will Fix Social Security—Eventually,” by Ginger Szala, thinkadvisor.com, March 29, 2022.“Thinking of Social Security as Our Biggest Asset,” by Jamie Hopkins, jamiehopkins.com, Aug. 25, 2021.“Spend Without Worry in Retirement,” by Sandra Block, Kiplinger.com, Aug. 30, 2021.“Markets and Policy Post-Midterm,” webinar, carsongroup.com, Nov. 21, 2022.“Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill,” by Jamie Hopkins, Sonu Varghese, and Ryan Detrick, jamiehopkins.com, Aug. 2, 2022.“Jamie Hopkins: Why Debt Is ‘Powerful,' Annuities Are ‘Underutilized' and the 4% Rule Is Just a ‘Finding,'” by Jane Wollman Rusoff, thinkadvisor.com, Nov. 14, 2022.“Wade Pfau: The Risks of Retirement Today,” The Long View podcast, Morningstar.com, Aug. 2, 2022.“Bill Bengen: Revisiting Safe Withdrawal Rates,” The Long View podcast, Morningstar.com, Dec. 14, 2021.“Well, Hello, Sequence Risk! Where've Ya Been?” by Jennifer Lea Reed, fa-mag.com, Oct. 1, 2022.“Don't Settle for Someone Else's Vision: Rewire the Way You Define Retirement Income Planning,” by Jamie Hopkins, forbes.com, Nov. 29, 2022.“What Almost Everyone Gets Wrong About the Retirement Distribution 4% ‘Rule,'” by Jamie Hopkins, forbes.com, Dec. 6, 2021.OtherMichael FinkeDavid Blanchett“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.“Ronsense: How Ron Carson Uses the 6 Most & Vital One Method for Productivity,” Carson Group, youtube.com, June 6, 2019.reMarkableCalendly

Wharton Finance Professor Michael Roberts joins Wharton Business Daily to discuss Twitter's debt and profitability. Hosted on Acast. See acast.com/privacy for more information.

Professor Todd Mitton - a Finance Professor in the Marriott School of Business- shares insights from teaching and creating a new class. 

The Carson Group's Jamie P. Hopkins is a busy guy. A nationally recognized writer and researcher who frequently speaks at events around the country, Jamie is the Managing Partner of Wealth Solutions at the Carson Group, and he's also a Finance Professor at Creighton University's Business School. On top of that, he's got a new book this month, “Find Your Freedom: Financial Planning for a Life on Purpose.”We wanted to get his take on why he wrote the new book along with Ron Carson, but of course, while we had a few minutes with him we also wanted to get his take on some other hot-button issues facing the retirement industry right now, such as the recent midterm election and what he thinks might be the most impactful provision of pending SECURE 2.0 legislation (and why we're not ready for it).

Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com ++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846 About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University's Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He's been published in dozens of financial, educational and legal journals and developed educational materials for The American College's CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Produced by Resilient Digital Media © Financial Advisor TV, LLC. All Rights Reserved

Today's podcast was recorded previously at Stanford at an event to honor my old boss and close friend Myron Scholes who won the Nobel Prize in Economics.  Our first speaker will be Andy Lo who is a Finance Professor at MIT, and he will discuss his book In Pursuit of the Perfect Portfolio. Andy interviewed a dozen leaders in academic finance and top practitioners about how to design a portfolio balancing risk and reward by maximizing diversification.Our second speaker will be Jonathan Levin who is the Dean of Stanford's Graduate Business School.  Jon will explain how Myron Scholes' ideas have shaped academic research in finance and how his models have been applied by investment professionals.Our third speaker is Victor Haghani. Vic and I worked together at Salomon Brothers before he left to be one of the founding partners at Long-Term Capital Management.  Vic will answer the question, how much should you gamble when you have an excellent investment. Vic's ideas are very important, because most of us focus on what to invest in and spend little time wondering how big to bet? And whether to increase or decrease the wager when uncertainty and volatility increases or decreases over time.Our fourth speaker is my good friend Bruce Tuckman who teaches at NYU's Stern Business School and is the former Chief Economist of the CFTC.  Bruce will discuss the benefits that derivatives like interest rate swaps and commodity futures provide hedgers and investors.Our final speaker today will be Myron Scholes who will discuss the best ways to adjust your portfolio if you are concerned about ESG.  Some market participants who are concerned about carbon emissions are selling shares in their polluters, but Myron thinks that investment managers should first optimize the portfolio and then buy carbon credits to maximize returns while minimizing carbon in the environment. Get full access to What Happens Next in 6 Minutes with Larry Bernstein at www.whathappensnextin6minutes.com/subscribe

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University's Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He's been published in dozens of financial, educational and legal journals and developed educational materials for The American College's CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys. Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.” Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow. Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income. This episode talks about: Focusing on different parts or phases of retirement The importance of working with an experienced financial advisor The impact COVID had on retirement and retirement planning What has changed in retirement planning between 2020 and 2022? Shifting your mindset to living more meaningfully in retirement vs your current relationship with money. What key factors should you consider when planning for retirement? The difference between tax filing and tax planning. Who is Carson Group and what do they specialize in? What is a family office? Are we seeing this more often in financial planning? A different perspective/rewirement on retirement Jamie's current and new books he has authored. To connect with Jamie P. Hopkins and to know more about Carson Group, please visit:

Today's guest is Nathan Kennedy aka newmoneynate. He's a personal finance creator that never stops working on his craft and always looks for ways to innovate. His drive, which may be his superpower, gives him the endurance to stay relevant for a long time. Nathan will teach you about money and negotiations in an entertaining way. It's almost, dare I say it…fun to learn about finance when he pops up on your for you page. As always, before we get to the episode, here are three things about Nathan that you should know:He started creating content after listening to a finance podcast and wishing the information would be easier to understandNathan cares about helping others — it's a mission that can be felt throughout everything he doesNathan started with the podcasting format before getting into short-form contentFind Nathan Kennedy on TikTok, Instagram and Spotify

Dr. Michael Busler—Economics and Finance Professor at Stockton University—joins the show to talk about the Commerce Department's announcement that during the second quarter, U.S. gross domestic product (GDP) shrank by 0.9%. This is now the second consecutive quarter GDP has fallen, meeting the traditional definition of a recession. On Wednesday, Jerome Powell announced the Federal Reserve would increase interest rates by 0.75 percentage points. Dr. Busler explains that negative economic growth is largely being driven by out-of-control inflation and, alarmingly, we are now entering a period of “stagflation”—a stagnant economy with a rise in inflation.

Hour 2 of The Dawn Stensland Show: Michael Busler—Economics and Finance Professor at Stockton University—joins the show to talk about the Commerce Department's announcement that during the second quarter, U.S. gross domestic product (GDP) shrank by 0.9%. This is now the second consecutive quarter GDP has fallen, meeting the traditional definition of a recession. On Wednesday, Jerome Powell announced the Federal Reserve would increase interest rates by 0.75 percentage points. Dr. Busler explains that negative economic growth is largely being driven by out-of-control inflation and, alarmingly, we are now entering a period of “stagflation”—a stagnant economy with a rise in inflation. Will Nancy Pelosi follow through with her pledge to visit Taiwan? China's Minister of Defense has vowed to “resolutely defend national sovereignty” if the Speaker of the House visits Taiwan, according to National Review. During a press conference Senate Minority Leader Mitch McConnell said, “if she doesn't go now, she's handed China sort of a victory.” According to reports, the Biden Administration has offered a prisoner swap with Russia. In the proposed swap, Russia would release WNBA star Brittney Griner and Paul Whelan in exchange for Viktor Bout, a Russian arms dealer. A 6th grade teacher posted a video to TikTok in which she endorsed the idea of hiding a student's gender transition from parents if the child requests confidentiality—and reveals it's a practice she has implemented in the past.

Sri Lanka is in crisis! Protests over leadership and an economy in disarray. Who or what is to blame? Nexus speaks to Bhavani Fonseka, a human rights lawyer who says despite the situation the Rajapaksas still hold influence, Dilrukshi Handunnetti, a journalist says the new president is seen as the face of the Rajapaksas, Umesh Moramudali, an economist thinks the country was worsened by several former leaders but Patrick Boyle, a Finance Professor says both global and domestic factors are to blame. And the good news? Gary Bowerman, a travel analyst thinks we'll be able to travel there near the end of the year

In this episode Jamil Hasan interviews Michael Dowling, who is a Professor of Finance in Dublin City University Business School. Before returning to Ireland in 2020, Michael established and managed the AI Business research centre in Rennes School of Business, France. The first artificial intelligence for business research centre in Europe. Building on that his research explores the intersection between financial behaviour and technology. He has published the first studies on non-fungible token (NFT) markets, including research on the rise of NFT metaverses. These metaverses, or virtual worlds based on the blockchain, evoke memories of classic sci-fi virtual worlds such as Neal Stephenson's Snow Crash. Michael tweets at @MichaelMDowling on twitter. His profile is available at: https://www.dcu.ie/researchsupport/research-profile?PERSON_ID=1590232 or LinkedIn: search - Michael Dowling DCU. --- Support this podcast: https://anchor.fm/crypto-hipster-podcast/support

The Ramsey Call of the Day is a quick, daily dose of advice on life and money in under ten minutes. Hear from experts like Dave Ramsey, Ken Coleman, Rachel Cruze, Dr. John Delony, and George Kamel. Part of the Ramsey Network. Delivered to you five days a week.

Wharton Finance Professor Itay Goldstein talks about the state of the economy and whether the U.S. economy is headed for a recession. See acast.com/privacy for privacy and opt-out information.

Alex Edmans asked this question in his keynote at the Financial Management Association Annual Meeting and offered some provocative answers. He tells Tim Phillips about passion, luck, originality, and the value of teaching.

The Penn Relays are this weekend at Franklin Field. Included on the roster of participants is Dr. Joshua Buch, he turns 85 this week, and on Saturday he will run in the masters 100 meter dash. Dr. Buch has spent more than half a century teaching finance at La Salle University. Matt Leon caught up with Dr. Buch about why he decided to start running in the relays a few years ago, and what his training schedule looks like. 

Vladimir Putin's words are driving stock prices up and down, but I personally believe that much of this is short-lived. However, there are more fundamental issues to address regarding how the Russia-Ukraine War is impacting commodities prices, as well as the fundamental factors that are now posing significant economic threats, such as rising inflation or declining consumer confidence. Dr Boyce Watkins is a Finance PhD and founder of The Black Business School. Learn more by visiting http://BoyceWatkins.com

After discovering Bitcoin in 2011 and realizing its potential, my guest became the first professor to start teaching crypto as a university course in 2014 with only 33 students. Today he has hundreds of students who study Bitcoin, blockchain, DeFi and NFTs and are defining the shape of the crypto industry. Meet David L. Yermack, Professor of Finance and Business Transformation at New York University Stern School of Business and Chairman of the Finance Department. -- Amber Group: Amber Group is an integrated digital asset platform serving retail and institutional clients by providing deep liquidity, attractive yields, and sophisticated portfolio management tools. With 12 offices on three continents, and nearly a trillion dollars in volume traded, Amber Group offers clients personalized, compliant, and secure service across dozens of digital assets. Find out more at https://thewolfofallstreets.link/ambergroup  -- HBAR Foundation: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://thewolfofallstreets.link/hbar  -- Horizen: Horizen is the zero-knowledge enabled network of blockchains powered by the largest node system with scalability and flexibility unmatched by others. Blockchains built on Horizen are enhanced by zk-SNARK privacy tech and provide massive throughput without compromising decentralization. Horizen can support up to 10,000 independent blockchains running in parallel and issue an unlimited amount of tokens.  More at https://thewolfofallstreets.link/horizen -- If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe. This podcast is presented by Blockworks. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworks.co ーーー Join the Wolf Den newsletter: ►►https://www.getrevue.co/profile/TheWolfDen/members

Beijing knows it wants to discontinue the country's existing, unsustainable growth model. The latest "Common Prosperity" policy will only shift domestic demand at the margins; a full-fledged rebalancing will require a more radical transformation. A reading, by Emil Kalinowski.----------WHO----------Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center, specializes in Chinese financial markets, economic history, global capital flows and the relationship between different sectors of national economies. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------Will China's Common Prosperity Upgrade Dual Circulation?: https://bit.ly/2Z6CoCr----------WHERE----------Michael's Blog: https://carnegieendowment.org/chinafinancialmarketsMichael's Twitter: https://twitter.com/michaelxpettisEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

The impact of Evergrande has caused financial distress to spread faster than Beijing expected, putting pressure on regulators to move quickly to stop the contagion. But they cannot rescue Evergrande's creditors without also undermining their fight against bad debt. A reading, by Emil Kalinowski.----------WHO----------Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------What Does Evergrande Meltdown Mean for China?: https://bit.ly/2Ya9rVl----------WHERE----------Michael's Blog: https://www.mpettis.com/Michael's Twitter: https://twitter.com/michaelxpettisEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

For decades China's economic growth has been the envy of the western world. But current signs suggest all is not well. Regulations brought in by government to curb businesses reliance on debt have badly hit the its second largest real estate developer, Evergrande and manufacturing output has been hit by power shortages. So is China's economy in trouble? Experts: Sara Hsu, visiting scholar at Fudan University in Shanghai Michael Pettis, Finance Professor at Peking University and a Fellow at the Carnegie Endowment Iris Pang, ING's Chief Economist for Greater China Travis Lundy, independent research analyst in Hong Kong Presenter: Charmaine Cozier Researcher: Chris Blake Production Co-ordinator: Jacqui Johnson Sound Engineer: Neil Churchill Producer: Ben Carter Editor: Richard Vadon (Image: People commute in front of the under-construction Guangzhou Evergrande football stadium in Guangzhou, China's southern Guangdong province on September 17, 2021. (Photo by NOEL CELIS/AFP via Getty Images)

Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners LinkedIn · YouTube

Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners

The bezzle is the temporary gap between the perceived value of assets and long-term economic value. Economies at times systematically create bezzle, unleashing substantial economic consequences that economists have rarely understood or discussed. A reading, by Emil Kalinowski.----------WHO----------Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.----------WHAT----------Why the Bezzle Matters to the Economy: https://bit.ly/3B4T5vO----------WHERE----------Michael's Blog: https://www.mpettis.com/Michael's Twitter: https://twitter.com/michaelxpettisEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Thomas Rimer is a Finance Professor at Michigan State University teaching introductory finance courses to a variety of students. He has a strong background in the finance industry working for multiple firms as an investment analyst and portfolio manager. He currently has a book out called Who Works for You? Let your money work for you! and is soon to release his second book. LinkedIn: linkedin.com/in/thomas-rimer-692246192 Thomas's book: https://www.amazon.com/Who-Works-your-money-work/dp/B08S2YCJK8 Email: rimer@broad.msu.edu WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Ian Renfer - Just Another [Home Demo].wav

Moving Beyond Modern Portfolio Theory: Investing that Matters (Routledge, 2021) tells the story of how Modern Portfolio Theory (MPT) revolutionized the investing world and the real economy, but is now showing its age. MPT has no mechanism to understand its impacts on the environmental, social and financial systems, nor any tools for investors to mitigate the havoc that systemic risks can wreck on their portfolios. It's time for MPT to evolve. The authors, Jon Lukomnik and James Hawley, propose a new imperative to improve finance's ability to fulfil its twin main purposes: providing adequate returns to individuals and directing capital to where it is needed in the economy. They show how some of the largest investors in the world focus not on picking stocks, but on mitigating systemic risks, such as climate change, so as to improve the risk/return profile of the market as a whole. The author's "Investing that matters" embraces MPT's focus on diversification and risk adjusted return, but understands them in the context of the real economy and the total return needs of investors. Whether an investor, an MBA student, a Finance Professor or a sustainability professional, Moving Beyond Modern Portfolio Theory: Investing That Matters is thought-provoking and relevant. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His History and Investing blog and Keep Calm & Carry On Investing podcast are at https://strategicdividendinves... Learn more about your ad choices. Visit megaphone.fm/adchoices

Moving Beyond Modern Portfolio Theory: Investing that Matters (Routledge, 2021) tells the story of how Modern Portfolio Theory (MPT) revolutionized the investing world and the real economy, but is now showing its age. MPT has no mechanism to understand its impacts on the environmental, social and financial systems, nor any tools for investors to mitigate the havoc that systemic risks can wreck on their portfolios. It's time for MPT to evolve. The authors, Jon Lukomnik and James Hawley, propose a new imperative to improve finance's ability to fulfil its twin main purposes: providing adequate returns to individuals and directing capital to where it is needed in the economy. They show how some of the largest investors in the world focus not on picking stocks, but on mitigating systemic risks, such as climate change, so as to improve the risk/return profile of the market as a whole. The author's "Investing that matters" embraces MPT's focus on diversification and risk adjusted return, but understands them in the context of the real economy and the total return needs of investors. Whether an investor, an MBA student, a Finance Professor or a sustainability professional, Moving Beyond Modern Portfolio Theory: Investing That Matters is thought-provoking and relevant. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His History and Investing blog and Keep Calm & Carry On Investing podcast are at https://strategicdividendinves... Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

Moving Beyond Modern Portfolio Theory: Investing that Matters (Routledge, 2021) tells the story of how Modern Portfolio Theory (MPT) revolutionized the investing world and the real economy, but is now showing its age. MPT has no mechanism to understand its impacts on the environmental, social and financial systems, nor any tools for investors to mitigate the havoc that systemic risks can wreck on their portfolios. It's time for MPT to evolve. The authors, Jon Lukomnik and James Hawley, propose a new imperative to improve finance's ability to fulfil its twin main purposes: providing adequate returns to individuals and directing capital to where it is needed in the economy. They show how some of the largest investors in the world focus not on picking stocks, but on mitigating systemic risks, such as climate change, so as to improve the risk/return profile of the market as a whole. The author's "Investing that matters" embraces MPT's focus on diversification and risk adjusted return, but understands them in the context of the real economy and the total return needs of investors. Whether an investor, an MBA student, a Finance Professor or a sustainability professional, Moving Beyond Modern Portfolio Theory: Investing That Matters is thought-provoking and relevant. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His History and Investing blog and Keep Calm & Carry On Investing podcast are at https://strategicdividendinves... Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Moving Beyond Modern Portfolio Theory: Investing that Matters (Routledge, 2021) tells the story of how Modern Portfolio Theory (MPT) revolutionized the investing world and the real economy, but is now showing its age. MPT has no mechanism to understand its impacts on the environmental, social and financial systems, nor any tools for investors to mitigate the havoc that systemic risks can wreck on their portfolios. It's time for MPT to evolve. The authors, Jon Lukomnik and James Hawley, propose a new imperative to improve finance's ability to fulfil its twin main purposes: providing adequate returns to individuals and directing capital to where it is needed in the economy. They show how some of the largest investors in the world focus not on picking stocks, but on mitigating systemic risks, such as climate change, so as to improve the risk/return profile of the market as a whole. The author's "Investing that matters" embraces MPT's focus on diversification and risk adjusted return, but understands them in the context of the real economy and the total return needs of investors. Whether an investor, an MBA student, a Finance Professor or a sustainability professional, Moving Beyond Modern Portfolio Theory: Investing That Matters is thought-provoking and relevant. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His History and Investing blog and Keep Calm & Carry On Investing podcast are at https://strategicdividendinves... Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

On this weeks episode, joining us we have Alex Edmans professor of finance at London Business School and the current Mercers' School Memorial Professor of Business at Gresham College. Alex graduated from Oxford University and then worked for Morgan Stanley in investment banking (London) and fixed income sales and trading (New York). After a PhD in Finance from MIT Sloan, he joined Wharton in 2007 and was tenured in 2013 shortly before moving to LBS. Edmans' research is on corporate governance, executive pay, responsible business, and behavioral finance, and has been cited over 10,000 times. Professor Edmans on this episode provides a reflective insight on his own career and advise to others. He provides the inspiration and motivation for his best selling book "Grow the Pie: How Great Companies Deliver Both Purpose and Profit". Professor Edmans also provides personal expereinces from learning Spanish whilst preapring for a marathon, but also lessons learnt mistakes made along the way. Professor Edmans provides a very introspective episode reflecting on his own expereinces, but also allowing the listener to reflect on there own.

Greg Brown, Executive Director at the Institute for Private Capital and Finance Professor at the University of North Carolina (UNC) Kenan-Flagler Business School, joins Winna Brown to discuss what the Institute's academic research says about PE's performance and the role private capital plays in the global economy. To get in touch with Greg, email uncipc@kenan-flagler.unc.edu  The Institute for Private Capital (IPC) is a non-profit, multi-university research initiative that's housed at the University of North Carolina (UNC). Its mission is to improve public understanding of private capital's role in the global economy by providing unbiased and independent research, conducted by a network of academic affiliates, with support from private sector companies. There are more than 35 member institutions involved in IPC – EY is one such institution – and these institutional supporters play a critical role in ensuring IPC research solves specific, practical issues affecting the PE industry. Two topics are consistently top of mind for PE investors: PE's role in the investment portfolio and the specific factors that predict future returns. IPC research explores an array of additional topics, and some of their findings include the following: Portfolios with private fund investments have superior returns on a risk-adjusted basis. There is a “risk-return pecking order” in which PE produces better risk-adjusted outcomes. The performance of individual deal partners is a reliable indicator of future fund performance. There are distinct determinants of performance at various stages of a fund's life cycle. PE makes meaningful and direct contributions to portfolio company operations. After PE enters a new market, there is a positive spillover to the broader economy in the form of an overall productivity increase. Over the coming years, there are two major focus areas for research and discussion in the academic community regarding private equity: To more deeply understand how private assets fit into the broader portfolio management process To identify performance drivers at PE-backed portfolio companies and explore how this has changed over time

In this episode Jamil Hasan interviews Michael Dowling, who is a Professor of Finance in Dublin City University Business School. Before returning to Ireland in 2020, Michael established and managed the AI Business research centre in Rennes School of Business, France. The first artificial intelligence for business research centre in Europe. Building on that his research explores the intersection between financial behaviour and technology. He has published the first studies on non-fungible token (NFT) markets, including research on the rise of NFT metaverses. These metaverses, or virtual worlds based on the blockchain, evoke memories of classic sci-fi virtual worlds such as Neal Stephenson's Snow Crash. Michael tweets at @MichaelMDowling on twitter. His profile is available at: https://www.dcu.ie/researchsupport/research-profile?PERSON_ID=1590232 or LinkedIn: search - Michael Dowling DCU. Jamil Hasan is a Generation X Author and experienced data intelligence technology builder with two decades of experience leading data-based teams at Fortune 100 companies, including AIG, Prudential Financial, and Ingersoll Rand. Jamil believes that skill and experience, not just age, is the most important factor required to build and lead corporate organizations. His unique story, as someone on the ground floor of the 2008 financial crisis and his role to help repay the $180 billion AIG bailout, enabled him to come face-to-face with many of the societal ills facing Generation X today and their causes. As the result of his experience, Jamil has developed a path forward for his fellow Gen Xers to restore his generation's financial standing in society today and to rebuild the American Dream for Generation X.

The Vancouver real estate market has been 'en fuego', but the verdict is still out on the balance of 2021 with early signs of potential cooling. Past guest, Finance Professor Andrey Pavlov, sits down with Matt & Adam to parse this unique moment in our real estate market and discuss the Canadian economy at large. What does excessive government stimulus mean for inflation, interest rates, and the housing market? What are the biggest risks facing real estate prices? And where would Andrey Pavlov invest your money in this current climate? You requested more time with Professor Pavlov and who are we to turn you down. Back by popular demand - buckle up for the roaring twenties! 

SPACs - special-purpose acquisition companies - are the latest rage in finance. They are firms designed to help another go public by going around the traditional IPO process to raise funding, and The Wall Street Journal estimates that so far this year, five new SPACs are formed daily. Wharton Finance Professor Nick Roussanov talks to Dan Loney about understanding SPACs, and his recent LinkedIn Live event talking about the issue. See acast.com/privacy for privacy and opt-out information.

In another edition of Voice of FinTech: Live Speaker Series, we discussed the current state of tokenization and blockchain (and crypto too) given the recent changes in Switzerland and abroad with Lothar Cerjak, Head of Institutional Services & Products at Bitcoin Suisse, Lily Fang, Finance Professor at INSEAD, Anthony Lamy, Partner at Wecan Group and Emi Lorincz, Business Development Director at Ledger.

By some measures, the Chinese economy did better in 2020 than just about anywhere else. For one thing, it actually grew last year. Also because of the country's success at virus containment, it returned to normalcy faster than elsewhere. But the Chinese economy maintains persistent imbalances, and if anything, the pandemic may have accelerated them. On this episode, we spoke with Michael Pettis, a Finance Professor at Peking University and Senior Fellow at the Carnegie-Tsinghua Center, on where things stand now.

How do you work toward a common good?

This episode features my conversation with Dr. Mark Potter, a Finance Professor at Babson College. Mark has taught at Babson College since 1995, teaching over one hundred courses at the undergraduate, graduate, and executive education levels spanning a myriad of topics that includes investments, corporate finance, derivatives, and international finance. In the past five years, he has worked with companies in the consumer services, medical devices, high technology, financial services, and litigation support industries. Professor Potter's areas of expertise include investments and portfolio performance, behavioral finance, and alternative investment strategies. His research has appeared in the Journal of Portfolio Management, Journal of Business Finance and Accounting, and Journal of Financial Research, among others. His work has also been featured in the Wall Street Journal, Kiplinger's, and CFA Digest. In this conversation, Mark talks about discovering his passion for teaching finance, the "underbelly" of college admissions, making effective career choices, the art of informal networking, key financial principles for entrepreneurs, key traits he found in successful students, staying productive at home, the importance of thinking and much more!

In This Episode Martin Perdomo “The Elite Strategist” Interviews Drew Whitson on Latinos In Real Estate Investing. Drew Whitson is Martin's coach and mentor and here they discuss Real Estate syndication and how to scale your business. Drew is a finance professor at Bethel University and a Real Estate entrepreneur. In this episode Drew shares how one can scale there business using syndication. He shares how he went from investing in single family homes to then shifting over to apartment buildings. Drew purchased his first investment when he was 22 years old while still in college and decided to rent out rooms to his college buddies and thats how his journey in real estate began. They also discuss how he grew his network and found partners that allowed him to grow his portfolio and how he realized the inefficiency of buying and renting single family home. This episode is full of great information if you are looking to grow or get into apartment building investing. He talks about the power of consistency and how that one thing has gotten him the most success. Drew is what Robert Kiyoski calls a real teacher and thats because he actually teaches what he practices. this is a great episode full of great information for those that want to learn about real estate investing. To Connect Drew Whitson LinkedinTo Reach Martin Perdomo "The Elite Strategist"martin@premierridgecapital.comIf you want to learn more on how to invest passively in Multifamily Real Estate visit our website https://www.premierridgecapital.com connect with us on social media Instagram https://www.instagram.com/elitestrategist/ Facebook https://www.facebook.com/theelitestrategist Like and subscribe to our YouTube Channel Martin Perdomo "The Elite Strategist"Check out our online course and learn How to wholesale Real Estate @ https://real-estate-investing15.teachable.com/p/real-estate-beginner-dealsCheck our Real Estate Investors Club meet-up Website https://stroudsburgrei.comGet our Free Habit Register by texting the word STRATEGIES to 33222

This week's CER podcast is the third of five episodes released in conjunction with the CER's annual economics conference, usually hosted at Ditchley Park but this year held as a webinar series. Christian Odendahl, CER's chief economist, speaks to Stephanie Flanders, head of Bloomberg Economics, about Europe position in the worldwide tech race, the merits of Europen competition policy and Europe’s ability to drive up standards in the digital world. They also discuss the comments from event speakers Hal Varian, Google's Chief Economist, Monika Schnitzer, Economics Professor at LMU in Munich, Thomas Philippon, Finance Professor at NYU Stern School of Business and Merle Maigre, Senior Expert on Cyber Security at the e-Governance Academy in Estonia. Produced by Rosie Giorgi Music by Edward Hipkins

After moving to Canada from Turkey and earning a Ph.D. in Finance in less than four years, Dr. Fatma Sonmez-Leopold has pursued her passion in higher education. Since then, she has inspired countless students to develop an interest in finance. Dr. Sonmez-Leopold opens up about challenges she encountered in her pursuit to earn her doctorate, the confidence gap she has witnessed in the classroom, and advice regarding ascending - and succeeding - in a field that has traditionally lacked diversity.

What’s going on with the national coin shortage? Lamont Black is an Assistant Professor of Finance at DePaul University. He is also the Academic Director for the Center for Financial Services. He joins the Rollye James Show to give his thoughts on what’s going on with the national coin shortage and if will be a […]

Calcio - With 3 teams in the second round of the Champions league? Is the Calcio back in Top 3 of European leagues ? Our guest today is Dr. Kesse Kwabena a Finance Professor and a Calcio Aficionado! We talked about the renaissance of Italian Football League, the continue rise of Atalanta, Juve uncontested crown and the upcoming Champions League quarterfinal! We hope you enjoy. Thanks for following us on ForeignFootballPod! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, Damita Menezes and Hannah Judson sit down with adjunct Finance Professor and Investments expert, Mark Shore. Professor Shore has a great variety of investment experience, holding positions such as the Director of Coquest Institute at Conquest Advisorsm, LLC; Chief Research Officer at Shore Capital Research; a contributing writer at Seeking Alpha; Advisory Board member at CoinifideI; public speaker, and more. The three sit down to explore alternative investments outside of the traditional stocks and bonds and why it is important to diversify your portfolio. Tune in to learn more about investment hedge funds, the nature of currency exchanges and crypto-currency exchange, and the origins of the Chicago Board of Trade. For more information, check out https://bit.ly/2QvmppC and follow us on all social media @financedepaul

“To get to the punchline, the government should set up a co-investment fund that matches angel investments dollar for dollar. It should adopt a national tax incentive scheme that already exists in British Columbia, Saskatchewan and Nova Scotia. And it should consider replacing the loans that are being made available through its support packages with convertible notes. The Canadian government should leverage angel investments to ensure that early-stage, high-growth companies are going to survive and thrive despite the pandemic.” — Michael King, Finance Professor at the Gustavson School of Business, University of Victoria

In der 30. Folge Coronomics reden wir mit Sascha Steffen, Finance-Professor der Frankfurt School of Management, über die Finanzierungsprobleme und -strategien von Unternehmen in der Coronakrise und über die eng damit verwobene Lage im Bankensektor.

Guest: Dr. Randall Morck, Distinguished Chair in Finance, Distinguished University Professor - Alberta School of Business - Finance and Statistical Analysis.   

Retirees and near-retirees have suffered a punch to the gut and their portfolios with the coronavirus induced shutdown of the economy and the massive and precipitous market decline. After a decade which resulted in longevity records being set by both the economic recovery and bull market this black swan event was a stunner which requires a reassessment and regrouping of life plans, particularly for seniors. The most important actions we can take are to have a plan to protect what we have, live within our means and limit the drawdowns from already battered portfolios. How do we find the right financial advisor to help us do that? That is one of the questions we will answer in this week’s WEALTHTRACK. One lesson we learned from the last financial crisis and recession was panic selling resulted in permanent losses. Investors who kept their targeted stock allocation benefitted from the eventual market recovery. Another lesson learned was the value of Social Security. No matter what happens in the market it is the one guaranteed, an inflation-adjusted annuity that most working Americans are entitled to. The longer Americans can delay collecting that benefit, until age 70 if possible, the bigger the lifetime payout is. That is a point upon which our two guests heartily agree. Teresa Ghilarducci is a Professor of Economics at the New School for Social Research where she is Director of the Schwartz Center for Economic Policy Analysis (SCEPA), and the Retirement Equity Lab (ReLab), which researches the causes and consequences of the retirement crisis. Ghilarducci is co-author with former WEALTHTRACK guest, Tony James of Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans. Jamie Hopkins is Director of Retirement Research at Carson Wealth, and Finance Professor of Practice at Creighton University College of Business. Hopkins, a frequent WEALTHTRACK guest is an expert on retirement income and author of Rewirement: Rewiring the Way You Think About Retirement. WEALTHTRACK #1642 broadcast on April 10, 2020 More info: https://wealthtrack.com/surprising-retirement-planning-essentials-from-diet-to-advisor-credentials-from-two-retirement-pros/ Books: Rewirement: Rewiring the Way You Think About Retirement: https://amzn.to/3ec2lDc Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans: https://amzn.to/2XoWnck --- Support this podcast: https://anchor.fm/wealthtrack/support

The ‘Dean of Valuation’, MBA and Ph.D. Aswath Damodaran teaches finance at NYU. Learn how the markets will affect your business, market pricing vs. investing, 3 E’s of teaching, strategies and stock picks, and TONS more. Full show notes at https://okdork.com/podcast/142  

This Wharton Business Daily special report brings together six interviews conducted with professors who are teaching University of Pennsylvania students as part of the new Wharton course created to address the coronavirus outbreak, “Epidemics, Natural Disasters, and Geopolitics: Managing Global Business and Financial Uncertainty.” Interviews, all recorded during March, 2020, include:● Geoffrey Garrett, Wharton School Dean (1:03)● Jeremy Siegel, Finance Professor (11:29)● Sigal Barsade, Management Professor (19:39)● Mauro Guillen, Management Professor (32:02)● Kent Smetters, Business Economics and Public Policy Professor (47:04)● Dr. Ezekiel Emanuel, Penn’s Vice Provost for Global Initiatives and chair of the Department of Medical Ethics and Health Policy (54:48) See acast.com/privacy for privacy and opt-out information.

The global economy is experiencing a downturn like never before and there are lots of signs that hint a depression similar to the one in the 1930s. In today’s conversation, I speak with Ali Termos, who is a Finance Professor in AUBG and is also known for contributing to the strategic and impactful studies funded by the World Bank and the EU on economic development in Lebanon. During our conversation, we cover topics like the flaws of the financial system and the circumstances that led to the crisis, the consequences of the crisis and what can we expect in the future. The vicious cycle of economic downturn, government, and corporate reactions, what’s the most efficient channel to allow the money into the market in a way that we survive the crisis, the major debates countries face - one of them being supporting wall street (meaning businesses) vs main street (meaning the public); the need for global collaboration - the possibility of a global digital currency, the economies of the future and measures taken in Bulgaria.

The effect of the COVID-19 pandemic on the global economy.

Gerry Hays, the award-winning Kelley Professor, Serial Entrepreneur, and Investor, joins the show to share his journey from childhood paper route to launching Doriot, the Fantasy Startup game. Hear the value of smaller Venture Capital investments, how Doriot works, how to come back from being exhausted as an entrepreneur, the entrepreneurial approach to cooking, and why Gerry intimidates people. Sign up for Doriot at FantasyStartup.com or Doriot.com and connect with Gerry at GAHays@Indiana.edu

There is a retirement crisis in this country. It is becoming more apparent as 10,000 baby boomers turn 65 every day. A recent Wells Fargo survey found that more than eight in ten current retirees fund their retirement primarily with Social Security, or a pension; just 5% do so from personal savings such as an IRA or 401(k). Seven in ten retirees say they would have “no idea what they would do” without Social Security. Contrast them with younger generations who expect savings to be the top source of their funding; 45% of millennials say they must rely on IRAs or 401(k)s and only 25% expect to rely on Social Security or a pension. No matter what income group you look at savings makes a huge difference. The top 10% of savers in all income groups, from the highest to the lowest consistently held 10-20 times the retirement wealth of the bottom 10% of savers. What has caused the retirement crisis and are there policy and personal solutions to fix it? Two retirement experts will join us with some answers. Teresa Ghilarducci is a Professor of Economics at the New School for Social Research where she is Director of the Schwartz Center for Economic Policy Analysis (SCEPA) and the Retirement Equity Lab (ReLab), which researches the causes and consequences of the retirement crisis. Ghilarducci is a co-author with former WEALTHTRACK guest, Tony James of Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans. Jamie Hopkins is Director of Retirement Research at Carson Wealth, and Finance Professor of Practice at Creighton University College of Business. Hopkins a frequent WEALTHTRACK guest is an expert on retirement income and author of Rewirement: Rewiring the Way You Think About Retirement. WEALTHTRACK #1624 broadcast on December 13, 2019. More info at: https://wealthtrack.com/americas-do-it-yourself-system-is-failing-many-retirees-answers-from-two-retirement-experts/ --- Support this podcast: https://anchor.fm/wealthtrack/support

We had the opportunity to sit down with Dr. John Gonas, a Finance Professor at Belmont University to further discuss the importance of responsible investing. Hope you guys enjoy!

Lebanon's banks and schools were once again closed this week, as protesters resumed anti-government rallies, blocking roads and government buildings. Recent demonstrations have been fuelled by anger at perceived high-level corruption, as the country grapples with a deepening economic crisis. Bank branches were already shut for nearly half of October. Hassan Obeid, Finance Professor at the European Business School of Paris, tells us more about Lebanon's economic crisis.

As we continue our “2019: A Look Ahead” series, we focus on the financial markets, which have been on a roller coaster of ups and downs the last few months. The Dow Jones Industrial Average saw a decline over 10 percent and both the NASDAQ and S&P 500 saw significant declines as well. The factors that lead to some of this uncertainty are still in place, including the U.S. trade war with China and President Trump's open disagreement with the Federal Reserve's decision to raise interest rates. Host Dan Loney talks with Jeremy Siegel, Finance Professor at the Wharton School, and Gad Allon, Professor of Operations, Information and Decisions and Director of the Management and Technology Program at the Wharton School, to discuss what these trends mean for the future market trends of 2019 on Knowledge@Wharton. See acast.com/privacy for privacy and opt-out information.

In this show, Yaron Brook, former Finance Professor, discusses issues related to personal finance.Like what you hear?  Become a Patreon member, get exclusive content and support the creation of more videos like this! https://www.patreon.com/YaronBrookShow or support the show direct through PayPal: paypal.me/YaronBrookShow.Want more? Tune in to the Yaron Brook Show on YouTube (https://www.youtube.com/user/ybrook). Continue the discussions anywhere on-line after show time using #YaronBrookShow. Connect with Yaron via Tweet @YaronBrook or follow him on Facebook @ybrook and YouTube (/YaronBrook).Want to learn more about Objectivism? Check out ARI at https://ari.aynrand.org.

Laura Mattia, PhD, CFP® CDFA® CRPS® is a professor, researcher, author and adviser. Her financial expertise is a unique combination of advanced financial degrees and certifications and over 30 years of financial leadership experience as a CFO/Controller for fortune 500 companies and Wall Street firms; as a Wealth Manager/Owner for individuals preparing for retirement, and as a Finance Professor at universities. Dr. Mattia is the founder of Women’s Money Empowerment Network™, a community of women engaged in mastering money to improve their lives. The network provides education to women and mentorship to female financial advisers. She hosts an internet radio show, Women’s Money Empowerment Network™ with Laura Mattia and she is the author of a financial news column and financial workbooks used to educate women. Dr. Mattia’s workshops focus on teaching women how to make effective financial decisions and support female financial advisors to plan for success. Her research explores the gender gap in financial literacy and in financial leadership. Dr. Mattia is also the Program Director of a newly created Personal Financial Planning Program at Muma College of Business, University of South Florida where she has designed the degree to train a new breed of competent and ethical financial advisors. She received her Ph.D. in Personal Financial Planning from Texas Tech University, a Masters in Business Administration in Accounting/Finance and a Bachelor of Arts degree in Psychology from Montclair State University. https://www.genderonwallstreet.com/

Ep 200 Andrey Pavlov Vancouver’s Out of Control Commercial Real Estate Market Walk down Vancouver’s Robson Street these days and you’ll see store after store papered over. The businesses that used to occupy the spaces are empty; the shops have “For Lease” signs on them. Those businesses shut down because the cost of rent has skyrocketed in harmony with the skyrocketing value and subsequently the skyrocketing property taxes of commercial real estate – a market that was ignited when the Provincial Government introduced the “Foreign Buyers Tax” on residential properties. To people looking to invest in Vancouver Real Estate, the "go home" tax didn’t make them walk away from owning land in Greater Vancouver; they merely shifted their focus. They were able to do this because the Province’s publicity infused, vote getting campaign designed to cool the housing market didn’t include a “stay out of BC” clause on commercial real estate. There are no school taxes, no empty home taxes, no foreign owner taxes on commercial and industrial real estate. Human beings did what they always do, they simply adapted to government policies and found ways around the rules in an effort to meet their own needs. In doing so they are driving up commercial property values, which in turn drive up rental rates and property taxes. Tenants are not only seeing rising rental rates, they are also responsible to pay the increased property taxes which in turn are driving many independent businesses out of business. The only companies that can afford the rent are national and international chains which charge more for their goods in Vancouver than in any other North American city. Along the way, the very soul of Vancouver’s retail market is disappearing along with thousands of jobs. We invited Andrey Pavlov, a Finance Professor at the Beedie School of Business to join us for a Conversation That Matters about the unintended consequences of a tax that forgot to look at the downstream effect it would have.   Simon Fraser University’s Centre for Dialogue presents Conversations That Matter. Join veteran Broadcaster Stuart McNish each week for an important and engaging Conversation about the issues shaping our future. Please become a Patreon subscriber and support the production of this program, with a $1 pledge https://goo.gl/ypXyDs

In today’s conversation, I sit down with a legend in the world of finance, Mr. Roger Ibbotson himself. In 1977, Roger published the first edition of Stocks, Bonds, Bills, and Inflation, a collection of historical returns dating as far back as 1926 - in a sense, he was ahead of his time as no one had compiled this historical market data all in one place before, in a way that was easy to understand. Based on the positive response from this landmark study, he founded Ibbotson Associates in the same year which he later sold to Morningstar in 2006 for $83M. Roger is currently Chairman and CIO at Zebra Capital Management and he has also served as a Finance Professor at the Yale School of Management for 30 years. Today we dive into his most recent work, a whitepaper titled “Fixed Indexed Annuities: Consider the Alternative.” In it, Roger examines how today's historically low interest rates and bond returns are putting many retirees in danger of not producing enough income from the fixed portions of their portfolios through retirement. He gets into the biases both consumers and financial advisors often have when they hear the word “annuity” and why his math shows that fixed indexed annuities may prove a viable alternative in many retirement portfolios. Get Roger's Whitepaper "Fixed Index Annuities: Consider the Alternative" at BradleyJohnson.com/45

- Dr. Susan Wachter, Real Estate and Finance Professor at Wharton School of Business - Please call 1-800-388-9700 for a free review of your financial portfolio

President Trump has chosen Federal Reserve governor Jerome Powell to replace Janet Yellen as the next chairman of the central bank. Host Dan Loney talks with Peter Conti-Brown, Professor of Legal Studies and Business Ethics at the Wharton School, and Krista Schwarz, Finance Professor at the Wharton School, to discuss what Powell is expected to bring to the position and the reactions from financial markets to this decision on Knowledge@Wharton. See acast.com/privacy for privacy and opt-out information.

Linus Wilson has found a way to sail around the world even though his wife, Janna, absolutely, positively will not sail on an open ocean passage with him and he has a 5.5 year old daughter. He's also found a way to keep his job as a Finance Professor. A job in the teaching profession […] The post Sail Loot Podcast 038: Linus Wilson Sailing Part Time to Keep Making Money by Teaching Money appeared first on Sail Loot.

Victor Ricciardi is Finance Professor at Goucher College, Baltimore, Maryland where he teaches courses in personal financial planning, corporate finance, investments, behavioral finance, and the psychology of money. Victor is the Coordinator of Behavioral & Experimental Research for the Social Science Research Network also known as SSRN. Victor is the current Editor for seven SSRN eJournals including Behavioral & Experimental Finance, History of Finance, and Behavioral & Experimental Economics. He received his PhD from Golden Gate University and his MBA from St. John's University. Victor’s current book Investor Behavior: The Psychology of Financial Planning and Investing with co-editor Kent Baker is now available and has 30 chapters on emerging research in behavioral finance. In this episode, you will learn: the difference between Behavioral Economics and Behavioral Finance. the rational approach to investing and whether it exists. what bounded rationality really means. if companies help you make decisions for their own personal benefit. how framing can be a powerful tool to help customers make decisions. the importance of financial literacy at different stages of your life. the similarities between behavioral economics and marketing.   the future of Behavioral Economics and Behavioral Finance. and much much more. Check out the shownotes page to this episode at www.economicrockstar.com/victorricciardi Subscribe on iTunes and never miss an episode. Be in with a chance to win a $50 Amazon gift card by taking the Economic Rockstar survey. 

- Dr. James Gwartney, Finance Professor at Florida State University - Please call 1-800-388-9700 for a free copy of the "2011 Economic Freedom of the World" report.