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Don and Tom take apart a clickbait Kiplinger piece touting the “five top buy-and-hold investments to manage market volatility,” arguing that the list is a random grab-bag of recent winners rather than a coherent portfolio. They explain why the suggested mix—VOO, VXUS, a healthcare sector ETF, Apple stock, and gold—does little to reduce volatility and instead layers on concentration risk, sector bets, and performance chasing. From there, they broaden the discussion into a more useful question: where should investors actually go for trustworthy information, how should listeners think about evaluating a financial advisor, and what really matters when judging portfolio design. The back half of the episode features a thoughtful call about investing a spendthrift trust for two sons over a 12-year horizon, plus a warning that advisor performance can't be measured by returns alone without understanding risk, asset allocation, and the planning services being delivered.0:05 Cold open, podcast intros, and Tom's ever-growing aircraft museum1:40 Don tees up a Kiplinger clickbait article on the “five top buy-and-hold investments” for market volatility2:14 Why the article's opening about political uncertainty and inflation could apply to almost any year3:36 The one part they agree with: long-term wealth is built by disciplined exposure to quality assets, not reacting to headlines4:53 The rise of numbered clickbait headlines and whether numbers in titles actually matter5:53 Why “stability” and “stock picks” don't belong in the same sentence6:27 Kiplinger pick #1: VOO — fine as a broad U.S. stock fund, but hardly a volatility solution7:06 Kiplinger pick #2: VXUS — the one recommendation they think mostly holds up8:21 Kiplinger pick #3: XLV healthcare ETF — a sector bet masquerading as a defensive holding9:33 Why a healthcare sector fund lags a total-world approach while adding unnecessary concentration10:28 Kiplinger pick #4: Apple stock — and why adding a single stock you already own inside the S&P 500 makes little sense10:59 The problem with betting on one company instead of owning the economy through broad diversification12:20 Kiplinger pick #5: gold — and why recent gains don't make it a volatility manager12:48 Gold's long-term history, lack of fundamentals, and why its recent performance actually illustrates volatility rather than reducing it14:12 The bigger issue: how do you decide which financial publications or sources are worth trusting?15:26 Why Vanguard and Dimensional research tend to be more reliable than headline-driven finance content16:35 The real reason people click these articles: fear, underperformance anxiety, and the urge to “improve” a portfolio17:23 Why the Kiplinger portfolio is missing the one thing you'd expect in a true volatility-management portfolio: bonds18:51 Don and Tom's plea to listeners: follow evidence-based advice rather than clickbait lists19:30 Listener call from Brian in Bremerton about investing spendthrift trusts for his sons over a 12-year horizon20:55 The challenge: balancing growth with the possibility of distributions for education, cars, weddings, or a house23:08 Don's suggested framework: keep a cash/fixed-income reserve for near-term needs and invest the rest aggressively for growth24:48 Why a target-date fund may not be the best fit for this kind of trust structure25:37 A practical allocation idea: roughly 80/20 with a global equity fund plus a broad bond fund26:51 Brian explains that Roth IRA funding is already part of the family's gifting and estate strategy27:32 A listener from Seoul praises the show and begs them not to turn into a “humblebrag retirement call-in show”29:49 Listener question: how do you measure whether your financial advisor is performing well?30:42 Why advisor performance should not be judged by returns alone32:11 The importance of understanding what services you're actually paying for: planning, rebalancing, tax guidance, income strategy, and more33:11 What to examine in a portfolio besides returns: risk level, asset allocation, and whether key asset classes are missing34:11 Why even benchmark comparisons can be misleading if the portfolio isn't properly diversified35:18 The better question: is your advisor delivering the services and portfolio design you actually need?Questions? Comments? Click!
Can a machine beat a Wall Street journalist to the punch? In this episode of the Cloud Do You Do podcast, Revolgy's Štěpán Kaiser sits down with Gelu Sulugiuc, a former financial journalist for Bloomberg and Reuters who traded the newsroom for the startup world. Gelu shares his incredible journey from growing up in communism to building and successfully selling his first AI startup, PLX AI, to Thomson Reuters. Today, he's building his next company on Google Cloud. His team creates custom tools that scan financial reports and catch the big news the second it drops. In this episode: Why building specialized, in-house AI models is more accurate and cost-effective than relying on massive LLMs like Claude. How automation is freeing up journalists to do real investigative work. The future of algorithmic trading for everyday investors. Plus, a hilarious story about Gelu's first day working in Denmark. We are Revolgy - a global cloud partner. Our cloud engineers and architects provide professional and managed services for your projects on GCP and AWS. In a nutshell, we help to make life digital-native companies, SMBs and corporates in the cloud easier. Check our website revolgy.com for more information.Make sure to follow Revolgy on Spotify, Linkedin, and X.Thanks a lot for listening, and see you next time!
Sir John Kay, CBE, FBA, FRSE, is one of Britain's leading economists, whose career has spanned the academic world, business and finance, and public affairs. Born in Edinburgh in 1948, he has held chairs at the London Business School, the University of Oxford and the London School of Economics, and has been a Fellow of St John's College, Oxford since 1970, when he was elected to a permanent teaching post at the University of Oxford at the age of 21.Kay studied at the University of Edinburgh and then at Nuffield College, Oxford, where he worked under James Mirrlees, the future Nobel laureate. He served as the first Research Director of the Institute for Fiscal Studies, founded the consultancy London Economics in 1986, and in 1996 became the founding Dean of Oxford's Saïd Business School. He was also the first Professor of Management to be elected a Fellow of the British Academy. He has served as a member of the Council of Economic Advisers to the First Minister of Scotland (2007–2011) and chaired the Kay Review of UK Equity Markets and Long-Term Decision Making, which reported to the British government in 2012. Following the United Kingdom's vote to leave the European Union, he was appointed to the Standing Council on Scotland and Europe.Kay is the author of many influential books, including Foundations of Corporate Success (1993), The Truth About Markets (2003) — named Politics Book of the Year in 2005 — Obliquity (2010), The Long and the Short of It (2009, revised 2016), and Other People's Money (2015), which won the Saltire Prize and was shortlisted for the Orwell Prize for Political Writing. His more recent works include Radical Uncertainty (2020, with former Bank of England Governor Mervyn King), Greed is Dead (2020, with Paul Collier), and his latest book, The Corporation in the 21st Century (2024), which examines how the modern corporation has been transformed by globalisation, financialisation and the rise of intangible assets.A regular Financial Times columnist for nearly three decades, Kay received the Senior Wincott Award for Financial Journalism in 2011. He was elected a Fellow of the British Academy (1997), the Royal Society of Edinburgh (2008) and the Academy of Social Sciences (2016). He was appointed Commander of the Order of the British Empire (CBE) in 2014 for services to economics and was knighted in the 2021 Birthday Honours for services to economics, finance and business.Jiří Zatloukal, financial journalist at Seznam Zprávy and contributor of PFI Talks, talked with John Kay.
Artificial intelligence is starting to change how some journalists work, as newsrooms test whether it can help produce more content. One reporter says AI is now helping him write more than 600 articles a year. Nick Lichtenberg, Business Editor at Fortune, Jane Martinson, Professor of Financial Journalism, City, University of London, and Max Goldbart, International TV Co-Editor, Deadline, discuss the pros and cons of letting AI into the newsroom. Two major court cases in the United States have put fresh attention on social media and its impact on young users. In Los Angeles, a jury found Meta and Google liable after deciding their platforms were intentionally designed to be addictive. In New Mexico, Meta was ordered to pay damages over claims it misled users about child safety. Lily Jamali, BBC North America Technology Correspondent, outlines developments from Silicon Valley, and Aza Raskin, co-founder of the Centre for Humane Technology, reflects on the design of features such as infinite scroll. In the UK, new research is being developed to understand how social media affects teenagers. A large study involving thousands of students will test limits on usage, alongside a government-backed pilot looking at restrictions for under-16s. Professor Amy Orben, psychologist at the University of Cambridge, explains how the research will work and what it aims to measure.Presenters: Katie Razzall and Ros Atkins Producer: Lisa Jenkinson Content producer: Lucy Wai Sound engineer: Mark Pickett
Summary: In this special live episode of PRess Play: The StreetCred Podcast, Elena Krasnow sits down with Orion Advisory Technology President Reed Colley at Orion Ascent in gorgeous San Diego, California. Reed reflects on his more than 20-year journey in wealth technology, from building Black Diamond to helping scale Summit and guiding it through its merger with Orion. The conversation digs into what makes Orion Ascent a standout event, touching on real-time collaboration, community building and a genuine commitment to listening to advisors about what drives value. Reed speaks to the importance of empowering clients through technology while keeping the human element at the heart of financial advice. He also shares key announcements from Orion at Ascent, including an expanded collaboration with Anthropic and the rollout of the enterprise version of Denali AI. We cover: What makes Orion Ascent unique and the beauty of real-time collaboration The major inflection point advisor technology is facing today Centering human connection in building an AI strategy How advisors can use AI to create deeper, more powerful client relationships Reed's personal passions and love of the outdoors …and much more! Don't miss this conversation on how technology and human connection are coming together to shape the future of advice. Topics: (0:27) Welcome to this special episode of PRess Play, live from Orion Ascent (0:42) Sunny San Diego (1:32) Reed’s 20+ year career in wealth technology (1:57) Building Black Diamond (2:27) Summit’s growth and eventual merger with Orion (3:12) An almost baseball player turned wealthtech innovator (3:57) What makes Orion Ascent unique as an event? (4:02) The opportunity to collaborate in real time (4:47) How Orion is building real community (5:27) Understanding what drives value for financial advisors (5:52) Listening to clients in order to empower them (6:22) A major inflection point in the technology revolution and future of financial advice (6:32) “A little thing called AI” (6:47) How advisors can use AI to create deeper and more powerful relationships with clients (7:27) Focus on the human connection and lean into that as a strategy (7:57) “If you’re not already using AI, start using it” (8:15) Orion’s enterprise level Denali AI (8:35) AI is a very supportive companion, sometimes too supportive (9:20) Orion’s expanded collaboration with Anthropic, the core engine behind the Denali platform (10:12) Creating the right structure and compliance around data (10:47) Human-first, AI-powered (10:59) Time for our play segment! (11:07) What Reed would be doing right now if he wasn’t at Orion (11:49) Reed’s favorite things to do for fun: the importance of family and spending time outdoors (12:46) Moment of gratitude (13:47) There’s three versions of every scenario, your version, someone else’s version and the real version Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PR Website: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Reed Colley: Orion: https://orion.com/ Reed Colley on LinkedIn: https://www.linkedin.com/in/reedcolley/ About our Guest: Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion's acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients. Prior to Summit, Reed founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath Inc. Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University, where he was a starting pitcher on the baseball team. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Wealth Management, WealthTech, Advisor Technology, Financial Advisors, RIA Industry, Artificial Intelligence, AI in Wealth Management, Financial Technology, Future of Advice, Innovation in Finance, Orion Ascent
Summary: In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Shannon Spotswood, chief executive officer of RFG Advisory. Shannon takes us on an incredible ride, from her early fascination with Wall Street at age 14 to the pivotal career and life decisions that ultimately led her to the helm of RFG Advisory. She reflects on learning to get comfortable being uncomfortable, her dynamic experiences across hedge funds and investment banks and the decision to step away from finance entirely before embarking on building the RIA of the future in Birmingham, Alabama. We cover: How Shannon became so passionate about supported-independence for advisors Shannon's early formative experience working for a woman-led hedge fund Her move to Birmingham, Alabama and how that led to her favorite chapter of her career What makes Shannon tick and why she loves building from the ground up The importance of building a brand that is deeply tied to people's values …and much more! Don't miss this captivating conversation which reveals how each of these chapters shaped Shannon's leadership philosophy and her belief in building firms rooted in purpose, positivity and growth. Topics: (0:36) Meet Shannon Spotswood (1:33) What's for lunch? (1:45) The most perfect homemade granola (2:28) A creature of habit (2:59) You had me at hot honey (3:30) Saving her spirit of innovation for the business realm (5:42) How Shannon entered the industry (6:10) At age 14, she knew she wanted to be on Wall Street (8:25) The move to San Francisco to work at a hedge fund under one of the few female-led portfolio managers (9:00) Learning how to trade IPOs and model companies (9:40) The anti-Wallstreet Investment Bank, taking Netscape public (10:50) Dream job came knocking in her second hedge fund job (11:52) Learning how to get comfortable being uncomfortable (13:00) Hitting the wall and needing a change (14:00) Pivot into luxury children's clothing (14:45) Moving back to Birmingham, Alabama (15:40) What Shannon loves about building RFG (16:00) Whoever would have thought the RIA of the future would be born and built in Birmingham, Alabama (17:05) The thread that knit it all together (17:51) What makes her tick? (18:44) Seeking the intangible (19:49) “I am either all in or I'm out” (20:11) What it was like when Netscape went public (22:15) “Everyone on your team has to be a driver” (25:25) The importance of building a brand that people can connect with (25:50) What clients are looking for in their advisors (28:50) The biggest opportunities for advisors who want to grow in today's environment (29:00) “Stop undervaluing your time” (29:55) Michael Kitces map (30:42) The financial advisor's superpower (33:00) Lessons for those looking to find their voice and carve out their own path (34:00) Get over the imposter syndrome (36:00) Having a disproportionately positive impact on the industry, her partners and the world (38:10) The detriment behind procrastination (39:40) Mindset has a 24 hour shot clock on it (40:45) The power of momentum (41:58) Time for our Play segment! (42:35) Shannon would have run a commercial construction company (43:20) “I love any -ing” (44:16) Moment of gratitude Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PR Website: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Shannon Spotswood: RFG Advisory: https://rfgadvisory.com/ Shannon Spotswood on LinkedIn: https://www.linkedin.com/in/shannonspotswood/ About our Guest: Shannon Spotswood is a 25-year veteran of the financial services industry with experience spanning investment banking, hedge fund management, professional management and business development. As CEO of RFG Advisory, she leads RFG 2.0, the firm's fully integrated platform for independent advisors, and drives the strategic initiatives that power advisor growth. Since joining RFG in 2015, Shannon has blended her entrepreneurial background with a passion for building an innovative, advisor-focused RIA of the future—helping grow the firm from $1.2 billion to more than $7 billion in AUM. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Jimmy Moock, Wealth Management, RIA, RIA of the Future, Supported Independence, Financial Advisors, Women in Leadership, Shannon Spotswood, RFG Advisory
Gugs Mhlungu speaks to Maya Fisher-French, Award-winning financial journalist and founder of Maya on Money website, about her love for hiking, her early relationship with money, the costly mistakes that shaped her, and how she became one of South Africa’s most trusted and successful financial planners. Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Sean Allocca, executive editor of The Daily Upside and veteran financial journalist. Sean reflects on his path into financial journalism, what drew him to The Daily Upside and why curiosity remains central to strong reporting. Our conversation with him explores how modern financial media balances credibility with accessibility, and how editors think about storytelling in an increasingly crowded news landscape. We cover: How a passion for writing led Sean to a career in financial journalism His experience at The Daily Upside and how the publication blends serious reporting with humor and pop culture Key lessons from covering markets across multiple financial publications over the years The rise of “new media” and the role AI is beginning to play in shaping financial news Some of Sean's most memorable interviews, including a conversation with John Walsh of America's Most Wanted …and more! Tune in for a candid conversation on modern financial journalism, editorial decision-making and the questions that shape the stories readers see. Topics: (0:37) Meet Sean Allocca (1:44) A New Jersey local (2:38) Don't miss out on Prospect Tavern! (3:08) What's for lunch? (4:38) Joe Duran and a rotisserie chicken (5:23) A disdain for mushrooms and a love for ravioli (7:03) Sean's journey into financial journalism through his passion for writing (7:58) His crime investigative reporting era at Forensic Magazine (8:35) Pivoting to CFO Magazine and the world of corporate finance (10:33) Present day: what drew Sean to The Daily Upside (12:38) The Daily Upside's unique approach and venture into “new media” (13:53) How AI is reshaping the way news is delivered (14:43) A peek behind the curtain of the newsroom: balancing comedy and complex topics (15:48) America's Next Top Model (Portfolio) (16:23) Lessons from covering markets and finance across multiple financial publications (16:42) Never stop asking questions (17:46) PR spins (debunked in StreetCred's most recent blog by Jill Casey Pintor) (18:38) A special interest in investing: options, derivatives and different asset classes (20:15) Suitability vs. fiduciary (21:49) A shift toward being more fiduciary and a corresponding shift in the way firms market themselves (23:28) A few stories and interviews that have stood out to Sean over the years (23:48) Sean shares his PR horror stories (24:05) Interview with John Walsh from America's Most Wanted (24:34) Sitting down with Peter Mallouk, Josh Brown, Kunal Kapoor and others (25:16) The process of preparing for interviews (27:02) A fun game Sean's brother likes to play when Sean is hosting an interview (28:07) Have you heard of Harry Mack? (28:37) Shout out to Sean's brother (28:47) The revival of Jimmy the Moock! (29:24) Time for our Play segment! (29:46) An alternate life as a musician (31:07) The benefits of classical music, for humans, cats and plants (33:34) Sean's favorite things to do for fun: museums, exploring new places (34:07) A plug for the bounties of Philadelphia (35:20) Moment of gratitude (36:42) Look out for a joke on circumventing mushrooms in the next newsletter! Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PRWebsite: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Elena Krasnow on X (Twitter): https://twitter.com/elenaspeaking Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ Jimmy Moock on X (Twitter): https://twitter.com/jimmymoock StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ StreetCred PR on X (Twitter): https://twitter.com/StreetCred_PR Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Sean Allocca: The Daily Upside: https://www.thedailyupside.com/ Sean Allocca on LinkedIn: https://www.linkedin.com/in/seanallocca/ The Prospect Tavern: https://www.theprospecttavern.com/ About our Guest: Sean Allocca is Executive Editor of The Daily Upside and an award-winning journalist with more than 15 years of finance experience. He was formerly the editor-in-chief of ETF.com where he led business development and editorial strategies. He also served as managing editor of the wealth management publications InvestmentNews and Financial Planning, and as editor of the corporate finance publication CFO Magazine. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, The Daily Upside, Sean Allocca, Elena Krasnow, Jimmy Moock, Wealth Management, Media Relations, Newsroom Insights, Behavioral Finance, New Media, AI in Journalism, Personal Stories, Editorial Strategy, Financial News, Behind the Scenes
Deanne Gage on Financial Journalism, Death Binders, and Evolving TrendsIn this episode of Barenaked Money, hosts Colin and Josh welcome Deanne Gage, a seasoned financial journalist from Globe Advisor at the Globe and Mail. Deanne discusses her accidental entry into financial journalism, her investment journey starting in her teenage years, and her unique perspective on the financial industry. The episode delves into her widely popular 'death binder' series, the evolving trends in financial planning, and the crucial role of family meetings in estate planning. Deanne also touches on her desire for a planning-based rather than sales-based advisory industry and the challenges of bringing more women into the profession. The conversation covers various financial topics including the impact of grief on estate planning, the balancing act of splurging on life experiences, and the importance of addressing loneliness in retirement.Click here to watch a video of this episode. Click here to view the episode transcript. 00:00 Introduction to the Death Binder Series00:22 Meet Deanne Gage: Financial Journalism Expert01:31 Deanne's Journey into Financial Journalism03:05 Early Investment Lessons from Deanne's Father04:24 Finding Stories in Everyday Life06:37 Changing Trends in Financial Decisions12:19 The Popularity of the Death Binder18:22 The Emotional Challenges of Estate Planning22:35 The Role of Financial Advisors in Family Meetings27:29 Encouraging Women in Financial Advisory Roles34:20 Balancing Financial Trade-offs38:57 Retirement Planning and Loneliness44:48 The Importance of Planning-Based Financial Advice51:26 Conclusion and Final Thoughts
In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Diana Britton, executive editor of WealthManagement.com and host of the award-winning podcast The Healthy Advisor. Diana shares her journey from growing up in Los Angeles to building a career in financial journalism. She reflects on her … Read More Read More
Talking points: culture, economics, mindset, debt, Ed HardyTo maybe understate things, it's a jungle out there right now, financially speaking. I've really enjoyed Morgan's books and perspective, so in early April, I asked him to come on. He shared TONS of insight on tariffs, what's next, how the average person can change their financial straights for the better, even Fartcoin. Listen in.(00:00:00) - What in the world is going on(00:09:35) - If it's about bringing manufacturing back, then will jobs go to workers—or to automation?(00:16:37) - On tariff misconceptions and myths, and the difference between personal debt and government debt(00:25:27) - How does the average person weather the storm?(00:29:49) - How building wealth is behavioral, not intellectual, and the anti-capitalist mindset(00:38:19) - What to do when you're struggling to get your finances under control(00:44:00) - Discovering why you actually want more money, and raising kids with good financial sense(00:59:04) - How do you learn what “enough” is, and the psychology of bitcoinMorgan Housel is a partner at The Collaborative Fund. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He lives in Seattle with his wife and two kids.Connect with Morgan-Coming in October: The Art of Spending Money: https://www.penguinrandomhouse.com/books/741239/the-art-of-spending-money-by-morgan-housel/-Instagram: https://www.instagram.com/morganhousel/-Podcast: https://lnk.to/vDltf2
This talk is an introduction to John Kay's recent book “The Corporation in the twenty-first century”.In the industrial revolution, businesses were defined by their tangible capital. the iron works and the textile mills in which the routine assembly process was operated by minimally skilled workers. Modern business is no longer like this. Tangible capital is bought as a service from specialist suppliers who have neither interest or ability to control the business. The corporation is a collection of the capabilities of teams of people, and the workers, not the plant, are the means of production.Speaker:Sir John Kay is one of Britain's leading economists with wide practical experience in business and finance. A Fellow of the British Academy and Royal Society of Edinburgh, he was the founding dean of Oxford University's Saïd Business School and held a chair at London Business School. He is a winner of the Senior Wincott Award for Financial Journalism for his Financial Times columns. Other People's Money won the Saltire Prize for non-fiction and was shortlisted for the Orwell Prize for Political Writing. His other books include Obliquity, The Long and Short of It, Greed is Dead (written with Paul Collier) and Radical Uncertainty (with Mervyn King).
Financial Journalism Legend: Robert Powell, CFPIn this engaging conversation, financial journalist Bob Powell and Jae discuss critical topics on retirement planning, financial literacy, and how to navigate the complexities of investing and Medicare. Learn valuable insights from industry experts, understand the impact of ageism and AI on the workforce, and explore practical strategies for managing your financial future. Whether you're approaching retirement or just starting your financial journey, this video offers a wealth of knowledge to help you make informed decisions.In This Episode:00:00 Introduction: Bob Powell and Jae Discuss Retirement Insights05:00 Job Loss, Ageism, and White Collar Recession12:00 Retirement Confidence: Do People Feel Prepared?18:00 401(k) Rollovers and the Complexity of Managing Savings25:00 Financial Literacy Gaps: Are We Reaching Enough People?32:00 Gen Z and Millennials: How They Approach Investing38:00 The Role of Financial Influencers in Educating the Public45:00 AI and Financial Advice: Can Machines Guide Retirement Planning?52:00 Speculation vs. Investing: The Rise of Sports Betting Mentality58:00 Closing Thoughts: Financial Awareness and Next Steps
After 28 years as a cornerstone of Fox News and Fox Business, Neil Cavuto, 66, made headlines earlier this month with his unexpected resignation. Monday Morning Radio founding host Dean Rotbart has known Neil for the broadcast journalist's entire television career. In February 2020, just before the outbreak of the COVID-19 pandemic, Dean conducted an exclusive oral history with him when Neil was honored by his peers with a prestigious Business News Visionary Award in recognition of the journalist's transformative contributions to the profession. This week, hear the first-ever airing of that interview and discover Neil's blueprint for success — timeless lessons in determination, adaptability, and excellence that everyone can apply. Don't miss this behind-the-scenes look at one of business journalism's most iconic figures. Monday Morning Radio is hosted by the father-son duo of Dean and Maxwell Rotbart. Photo: Neil Cavuto Posted: December 30, 2024 Monday Morning Run Time: 28:13 Episode: 13.29 RELATED EPISODES: The “Editors-in-Chief” Series: Adi Ignatius, Harvard Business Review Meet Fast Company's Editor-in-Chief, Stephanie Mehta, Who Herself Breaks the Conventional Mold FORTUNE's Alan Murray Offers a Master Class in Business Strategy and Financial Journalism
What does it take to think clearly and stay rational in a world full of financial noise? This episode features part two of a rare conversation with Jason Zweig, acclaimed financial journalist and author of Your Money & Your Brain. From behind-the-scenes wisdom gleaned from Warren Buffett and Charlie Munger to the psychology driving your financial decisions, Jason delivers invaluable insights that will reshape how you think about investing. Listen now and learn: Lessons from legendary investors and their surprising strategies How cognitive biases and dopamine affect your financial decisions Why creating investing rules is key to long-term success The future of finance: from indexing to cryptocurrency Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. TIMESTAMPS: [00:30] Jason Zweig's Unplanned Path to Financial Journalism [04:06] Pivotal Advice: “Don't Get Anyone's Blood on Your Hands” [07:31] Learning from Industry Giants: Wisdom from Buffett, Munger, and Others [11:10] Daniel Kahneman's Work on Cognitive Illusions [15:20] Neuroeconomics: A Window (and a Mirror) into Investor Behavior [19:14] The Brain on a Hot Streak: Dopamine and Anticipation [24:10] Laughing at Wall Street: Creating The Devil's Financial Dictionary [29:08] Questioning the Future of Finance [34:13] A Lesson from the Antiques Market: Not Everything Always Holds Value [39:05] Price Feels Like Proof: The Trap of Anchoring on Success [41:18] What Excites Jason Zweig About the Future of Investing
Gareth Gore is a financial journalist and editor with close to two decades of experience, who has reported from over twenty-five countries and covered some of the biggest financial stories. His writing has been published by Bloomberg, Thomson Reuters, and International Financing Review. He is the host of The Syndicate, which tells the behind-the-scenes stories of the biggest financial deals in history. His new book, five years in the making, is “OPUS: The Cult of Dark Money, Human Trafficking, and Right-Wing Conspiracy inside the Catholic Church.”In this conversation with Greg Olear, Gore delves into the controversial practices of Opus Dei, its financial manipulations, and the historical context of its formation. Gore highlights the cult-like control mechanisms employed by the organization, the allegations of human trafficking, and the dynamics of gender within Opus Dei. He also examines the appeal of the organization to its members and the significant political influence of key figures like dark money maestro Leonard Leo and the late Rev. C. John McCloskey III. The discussion raises critical questions about the implications of Opus Dei's actions for the Catholic Church, the United States, and society at large. Plus: the MAGA playbook! Follow Gareth Gore https://x.com/gareth_goreBuy his book:https://www.simonandschuster.com/books/Opus/Gareth-Gore/9781668016145The Teneo Network:https://vimeo.com/806310279?share=copy Subscribe to The Five 8:https://www.youtube.com/channel/UC0BRnRwe7yDZXIaF-QZfvhACheck out ROUGH BEAST, Greg's new book:https://www.amazon.com/dp/B0D47CMX17ROUGH BEAST is now available as an audiobook:https://www.audible.com/pd/Rough-Beast-Audiobook/B0D8K41S3T Would you like to tell us more about you? http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=short
Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan's career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financial Advisor magazine, Evan's sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions.In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management.But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships.But that's not all. We also highlight Invest in Women, FA Mag's groundbreaking annual event. This isn't just another industry conference—it's a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual Invest in Women conference, happening April 21-23, 2025, in Boston.Don't miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success In The Suite.LinksEvan Simonoff LinkedIn Financial Advisor Magazine WebsiteInvest In Women Conference 2025Private Wealth Magazine Website
What happens when private equity infiltrates the world of business? Join us as we uncover the truth with Gretchen Morgenson, a veteran financial journalist who transitioned from stockbroker to investigative reporter. Gretchen shares her unique journey and provides a deep dive into the evolution of financial journalism. We discuss how the democratization of the stock market has changed the landscape and the critical challenges posed by a decline in investigative reporting.In this thought-provoking episode, we tackle the predatory practices of private equity, using real-world examples such as Red Lobster and Noranda to illustrate the devastating impact on businesses and communities. Discover how asset stripping and leveraging companies with debt can lead to financial ruin, burdening businesses with insurmountable debts and forcing them into bankruptcy. We also delve into the complexities of the high-yield junk debt market and the intriguing shift of riskier debt to private credit, questioning how this movement might be affecting public markets.Our conversation extends into the opaque world of private credit markets, where Gretchen shines a light on the urgent need for transparency and scrutiny. We explore her book, "These Are the Plunderers," co-authored with Josh Rosner, which uncovers the long-term consequences of private equity in sectors like healthcare. Shocking academic findings reveal the increased costs and mortality rates following private equity takeovers in healthcare settings. As we wrap up, we reflect on the current state of investigative journalism and discuss how to foster quality, narrative-driven reporting in an era where AI and entertainment-focused media dominate. Tune in for an enlightening discussion on the complexities and consequences of private equity.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Danni is a seasoned financial journalist with over 19 years of experience at the BBC, where she presented and reported business news for various programs. She most recently hosted Radio 5 Live's "Wake Up to Money." Now at AJ Bell, she provides expert analysis and commentary on financial markets, economics, and personal finance.Find more information and resources here: http://saradavison.com/Follow me on social media►Instagram: https://www.instagram.com/saradavisondivorcecoach/Facebook: https://www.facebook.com/SaraDavisonDivorceCoachTwitter: https://twitter.com/SDDivorceCoachLinkedIn: https://www.linkedin.com/in/sara-davison-742b453/
Jane Martinson, author of ‘You May Never See Us Again: The Barclay Dynasty: A Story of Survival, Secrecy and Succession' is the former media editor at the Guardian and now Marjorie Deane Professor of Financial Journalism at City University. In the week the general election is called we discussed the potential takeover of The Telegraph by Sir Paul Marshall and its implications for the Conservative Party, his beliefs, media impartiality, the influence that media owners wield, the dominance of right wing media outlets and the future of journalism. “What I can see in reading, what Paul Marsh has written himself and also actually watching GB News's content is, if you fetishize almost, the freedom of speech, and at one's own belief, over the notion of science and experts. Isn't that at the heart of this? And isn't that where it also meets some of the biggest problems in media at the moment?” To support our journalism and receive a weekly blog sign up now for £1.99 per month: www.patreon.com/BeebWatch/membership Or if you'd rather make a one off payment please use our crowdfunding page: https://www.crowdfunder.co.uk/p/roger-boltons-beeb-watch-podcast @BeebRogerInstagram: rogerboltonsbeebwatchLinkedIn: Roger Bolton's Beeb Watchemail: roger@rogerboltonsbeebwatch.com Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.
Grab a signed copy of Same as Ever and The Psychology of Money from The Painted Porch!Morgan Housel is a partner at The Collaborative Fund. His book The Psychology of Money: Timeless lessons on wealth, greed, and happiness is a deep dive into the psychology of money and investing, especially how personal history shapes one's view of economic risk, the implications of not understanding the future, being rich vs. being wealthy, how we measure success, the problem with social comparison, and much more. It has sold over 1.9 million copies and has been translated into 46 languages. Morgan is a two-time winner of the Best in Business Award from the Society of American Business Editors, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of Markel and has presented at more than 100 conferences all over the globe.Website: morganhousel.com Twitter: @morganhousel
GET TICKETS TO SUPD POD JAM IN LAS VEGAS MARCH 22-23 Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls Linette Lopez is a senior correspondent at Business Insider who focuses her writing on tech, finance and economics as well as international relations. She also conducts investigations into controversial companies, like Tesla. She joined BI in the summer of 2011 after graduating from Columbia University's School of Journalism and holds a BA from Columbia University, where she finished her undergraduate education in 2008. In 2017 she won the Folio 'Rising Star' award for top women in media. In 2020 she won the 'Excellence in Financial Journalism' Award in opinion writing from NYSSCPA for a piece on US-China relations, 'The Huawei indictment marks the end of US and China's cycle of trust.' In 2023 she won the New York Press Club award for commentary in digital journalism for a series of stories about the stock market's decline in 2022. She contributes to "Marketplace," a radio show from American Public Media, and can be seen on MSNBC and CNN. The Stand Up Community Chat is always active with other Stand Up Subscribers on the Discord Platform. Join us Thursday's at 8EST for our Weekly Happy Hour Hangout! Pete on Threads Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll Follow and Support Pete
Last week Prince Harry settled his outstanding claims with the Mirror titles – but only after he took them to court – where a judge ruled the Prince had been the subject of extensive phone hacking by Mirror Group Newspapers. We explore the meaning of the verdict and the resulting settlement. Is traditional broadcast TV dead? Piers Morgan seems to think so – he's leaving his nightly TV show and setting up shop on YouTube. Ben Smith from Semafor, who broke the story, joins us. Also on the programme we discuss Disney's new partnership with the Fortnite online platform plus Gillian Reynolds explains what made the late Steve Wright a radio legend. Guests: Evan Harris, legal analyst, former Executive Director, Hacked Off; Jane Martinson, Professor of Financial Journalism, City University of London; Ben Smith, Co-founder, Semafor; Gillian Reynolds, Radio Critic, Daily Telegraph; Takara Small, Tech Columnist, CBC Presenter: Katie Razzall Producer: Simon Richardson
In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life's most important topics.
Caleb Silver, the editor-in-chief of Investopedia, leads the platform's adoption of a user-centric pull strategy, catering to 18 to 22 million monthly users actively seeking financial information. The platform houses a vast collection of continually updated content, with a focus on serving students and individuals with specific financial queries. Silver highlights the uniqueness of each user's search, emphasizing the platform's role in delivering an educational narrative about the world of money. Investopedia maintains around 40,000 articles and definitions, prioritizing content updates and the creation of new material. Silver discusses the current popularity of search terms, including bank failures, bonds, and discussions around the American dream, reflecting user sentiments. The conversation concludes with insights into Investopedia's widely used stock market simulator, a valuable tool for investment education.
Tell us what you think of The Bunker in our Listener Survey – five respondents will get the Bunker mug or t-shirt of their choice.The Barclay brothers were one of the most influential pairings in political life in recent decades. Born into a normal family, the duo became powerful, broadsheet newspaper owning billionaires. Despite that, very little is actually known about them. Professor Jane Martinson is the Marjorie Deane Professor of Financial Journalism at City University of London and author of You May Never See Us Again: The Barclay Dynasty: A Story of Survival, Secrecy and Succession. She joins Andrew Harrison in The Bunker.Buy You May Never See Us Again here and help the podcast through our affiliate link. • “Although they owned loads of newspapers, no one really knew anything about them.” – Jane Martinson• “They should have been one of Britain's greatest success stories… but it has not ended that way.” – Jane Martinsonwww.patreon.com/bunkercast Written and presented by Group Editor Andrew Harrison. Producer: Chris Jones. Audio production: Alex Rees. Managing Editor: Jacob Jarvis. Music by Kenny Dickinson. THE BUNKER is a Podmasters Production. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
Tell us what you think of The Bunker in our Listener Survey – five respondents will get the Bunker mug or t-shirt of their choice. The Barclay brothers were one of the most influential pairings in political life in recent decades. Born into a normal family, the duo became powerful, broadsheet newspaper owning billionaires. Despite that, very little is actually known about them. Professor Jane Martinson is the Marjorie Deane Professor of Financial Journalism at City University of London and author of You May Never See Us Again: The Barclay Dynasty: A Story of Survival, Secrecy and Succession. She joins Andrew Harrison in The Bunker. Buy You May Never See Us Again here and help the podcast through our affiliate link. • “Although they owned loads of newspapers, no one really knew anything about them.” – Jane Martinson • “They should have been one of Britain's greatest success stories… but it has not ended that way.” – Jane Martinson www.patreon.com/bunkercast Written and presented by Group Editor Andrew Harrison. Producer: Chris Jones. Audio production: Alex Rees. Managing Editor: Jacob Jarvis. Music by Kenny Dickinson. THE BUNKER is a Podmasters Production. Learn more about your ad choices. Visit megaphone.fm/adchoices
How do you ethically report on the finance of Australia? And what is the origin story of one of Australia's leading financial journalists? A revisit of when MIchael Pascoe sat down with host Scott Phillips to talk about his incredible career.See omnystudio.com/listener for privacy information.
The acclaimed HBO TV series Succession immersed viewers in the world of the Roys, a family fighting for control of their elderly father's media empire. Art imitates life, and as the series - which was partly, at times largely, based on the Murdochs - winds down, we examine what the hit show tells us about the dangers of corporate media.Contributors:Paddy Manning - Author, The Successor: The High-Stakes Life of Lachlan MurdochBanseka Kayembe - Culture WriterDavid Folkenflik - Media Correspondent, NPRJane Martinson - Columnist, The Guardian and Professor of Financial Journalism, City, University of LondonOn our radar:No mercy for the mercenary. Meenakshi Ravi reports on how the Russian media has turned their back on the man who calls himself “Putin's butcher” - Yevgeny Prigozhin.India's local journalism under pressure:Being a local journalist in India is fraught with challenges. We speak to two journalists - one from Indian-administered Kashmir and the other from Chhattisgarh - about the pressures they face.Contributors:Kamal Shukla - Editor, Bhumkal SamacharAnuradha Bhasin - Executive Editor, Kashmir TimesSubscribe to our channel http://bit.ly/AJSubscribeFollow us on Twitter https://twitter.com/AJEnglishFind us on Facebook https://www.facebook.com/aljazeeraCheck our website: http://www.aljazeera.com/Check out our Instagram page: https://www.instagram.com/aljazeeraenglish/@AljazeeraEnglish#Aljazeeraenglish#News
Guest: Robert Powell, CFP, Financial Journalism Legend Summary Bullet Points: 1. Key takeaways from a retirement planning conference, emphasizing the importance of focusing on the process over the product. 2. Addressing the advice gap and the need for comprehensive financial guidance for individuals with limited retirement savings. 3. Highlighting the liability side of retirement planning, including healthcare cost planning, and the limitations of current technology in accommodating complex spending patterns. Introduction: In a recent conference, financial journalist Bob Powell and host Jae Oh, Education Fellow at the Alliance For Lifetime Income, provided valuable insights into retirement planning and the need for comprehensive financial advice. This article summarizes their discussion, highlighting key takeaways and addressing the challenges faced in the financial services industry. Process Over Product: One key theme discussed was the importance of focusing on the process rather than the product in retirement planning. The process of creating a tailored plan for each individual, considering their unique needs and circumstances, was emphasized as crucial. This approach allows financial advisors to provide clients with the perfect plan suited to their requirements, even though there may not be a universally perfect product. By encouraging the audience to understand the significance of the planning process, they can make informed decisions about their retirement. Addressing the Advice Gap: The conversation also delved into the issue of providing financial advice to individuals with fewer resources. While there is ample assistance available for those with substantial assets, the majority of Americans who have limited retirement savings often lack access to comprehensive guidance. This advice gap poses a significant challenge for the financial services industry, and the discussion called for solutions to bridge this gap. Exploring the role of technology and raising awareness about its limitations were among the proposed solutions. By encouraging viewers to like and subscribe to the channel, they can stay informed about potential solutions and developments in this area. Liability Side of Retirement Planning: The liability side of retirement planning, specifically healthcare cost planning, was highlighted as a critical aspect often overlooked. Evaluating costs and liabilities, just as one would with revenue and assets, is vital for comprehensive financial planning. Attendees acknowledged the importance of understanding expenses, including potential declines and increases, throughout retirement, highlighting the need for careful budgeting and personalized analysis. By subscribing to the channel, viewers can gain valuable insights into the liability side of retirement planning and ensure they are adequately prepared for potential healthcare costs in their retirement years. Technology and Complexity: The limitations of current technology in accommodating the nuances of spending in retirement were discussed. Although some platforms exist, they often fail to account for the real basis of spending, declining patterns, and rising healthcare expenses. The complexity involved in retirement spending necessitates a deeper understanding and personalized approach that technology struggles to provide. By staying connected with the channel, viewers can stay up to date with the latest developments in retirement planning technology and gain insights into how to navigate the complexities of retirement spending. Conclusion: The conference conversation shed light on the significance of the planning process, the need for tailored advice, and the challenges faced in retirement planning. Like and subscribe to our channel today! --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support
James Fontanella is a journalist at the FT since 2005, currently based in New York. He leads the M&A Due Diligence newsletter - and knows everything about the most exciting upcoming deals on the market. With 17 years of experience under his belt, James walks us through the crazy stories that moulded his career, and reveals the most important lessons that have enabled him to create and maintain a long-lasting passion and drive for journalism. As a corporate finance and deals editor, he tell us how we can turn seemingly uninspiring information into exciting insights and stories readers can't look away from.Looking for a new guide to drive innovation and change?The Talent Show is a new podcast series from FT Talent, a hub of innovation from the Financial Times. Hosted by under 30s for under 30s around the world. Each episode we have important conversations for you and with you. We speak to experts in different fields, and bring you in to ask them your burning questions and delve deep into the topics that really matter to the younger generation today, find inspiring tips, analyse trends and bridge generational gaps. And we didn't just rely on our own curiosity - we invite our audience of bright students and early career professionals from all over the world to ask questions directly to our guests.The FT Talent Challenge is a competition from the Financial Times that invites bright young talent from all over the world to pitch solutions aimed at solving our most pressing business challenges. This podcast gives you a taste of the creative, educational and entrepreneurial atmosphere at FT Talent Challenges. FT Talent is a commercial division of the Financial Times.The FT Newsroom is not involved in its production. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.
Money is often a messy and complicated topic that provokes a lot of anxiety. Today's show is the first episode of a two-part series on managing our relationship to money and understanding what role money really plays when it comes to our happiness. Morgan Housel is the author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness. Translated into over 50 languages with over two million copies sold, Housel is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. In this conversation we talk about: The difference between happiness and contentmentThe difference between being rich and being wealthyThe elusive but crucial concept of “enough”The importance of not moving the goalposts when it comes to enough-nessWhy financial success is more about behavior than intelligenceHow our lived experiences impact our perspectives on money Full Shownotes: https://www.tenpercent.com/podcast-episode/morgan-housel-543See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode I talk to Izabelle Kaminska, former Financial Times editor, about independent journalism.
Adam Auriemma is one of my fave people on earth...It's such a treat to introduce you to a bestie of mine today, to talk about money, your relationship with it, and who to seek advice from.Adam is a personal finance journalist and editor-in-chief of NextAdvisor, the money advice brand published in partnership with TIME. Previously, he was editor-in-chief of Money magazine, deputy bureau chief at The Wall Street Journal, managing editor of The Daily Beast, and deputy editor of Fusion, a joint venture of Univision and ABC News.Teams working under Adam's leadership have received the Gerald Loeb Award for Business and Financial Journalism, a National Association of Black Journalists Digital Media Commentary Award, and an Emmy nomination for Best Cultural/Topical Documentary.I also want to give you FREE access to my signature course, Slay Your Year (usually $997)! All you have to do is: Leave a review of this podcast. Email a screenshot of your review to info@susie-moore.comSimple as that!
How do you ethically report on the finance of Australia? And what is the origin story of one of Australia's leading financial journalists? MIchael Pascoe sits down with host Scott Phillips to talk his incredible career, and unpacks his newest book 'The Summertime of our Dreams', See omnystudio.com/listener for privacy information.
Our guest this week is Morgan Housel. Morgan was one of our first guests on The Long View back in May 2019, and we're happy to welcome him back. Morgan is a partner at The Collaborative Fund, a venture capital firm. He is also a successful author—his first book, The Psychology of Money, having sold more than 2 million copies and been translated to 49 languages. In addition to his book, Morgan frequently publishes content to The Collaborative Fund's blog and is active on social media at @MorganHousel. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of The New York Times Sydney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He also serves on the board of directors at Markel.BackgroundBioThe Psychology of Money, by Morgan HouselCollab BlogStorytelling and Advice“What's the Curse of Knowledge, and How Can You Break It?” by Loren Soelro, Ph.D., psychologytoday.com, April 28, 2021.Cancer: The Emperor of All Maladies, Ken Burns Presents a Film by Barak GoodmanRobert A. Weinberg“Best Story Wins,” by Morgan Housel, collabfund.com, Feb. 11, 2021.“Never Saw It Coming,” by Morgan Housel, collabfund.com, April 25, 2022.“Deep Roots,” by Morgan Housel, collabfund.com, March 31, 2022.Contradictions and EnoughThe Economist“Little Rules About Big Things,” by Morgan Housel, collabfund.com, Oct. 11, 2022.“Expectations (Five Short Stories),” by Morgan Housel, collabfund.com, Oct. 6, 2022.“Good Enough,” by Morgan Housel, collabfund.com, Sept. 7, 2022.“Surprise, Shock, and Uncertainty,” by Morgan Housel, collabfund.com, March 3, 2022.Randomness, Chance, and Happiness“Tails, You Win,” by Morgan Housel, collabfund.com, July 26, 2022.The Intelligent Investor: The Classic Text on Value Investing, by Benjamin Graham“Wealth vs. Getting Wealthier,” by Morgan Housel, collabfund.com, June 28, 2022.“Low Expectations,” by Morgan Housel, collabfund.com, March 9, 2022.Behavioral and HistoryThe Great Depression: A Diary, by Benjamin Roth“We'll Get Through This,” by Morgan Housel, collabfunds.com, March 9, 2020.Daniel KahnemanJason Zweig“The Big Lessons of the Last Year,” by Morgan Housel, collabfunds.com, April 2, 2021.
Long time listeners know I've taken a few weeks off to go climb some mountains on my bike. I've just departed Lake Como, wrapping up this leg of my crazy cycling ‘adventurecation'. You can follow my rides on the Strava app. In the meantime, I've been doing reruns of some of my favorite Panic with Friends episodes. This episode from January of 2021 is with my good friend Ted Merz. He's moved on from Bloomberg, but his insights on social media and data are spot on. Best of Panic: (January, 2021) My friend Ted Merz at Bloomberg has one of the most interesting jobs in the world. Ted has been at Bloomberg since 1991 and today heads Bloomberg's Global News Product. That is a complicated job and this is a complicated era of news considering the 24/7/365 flow of information, misinformation and of course news. Ted makes it all look easy. I miss visiting with him at the Bloomberg HQ. I love talking to Ted about Twitter and the rest of social media and the deals he has had to cut and the way he thinks about data. One of the best compliments I have gotten is having Ted tell me he enjoys my writing style and reading my daily blog. That is not why I invited him on as a guest, but it is definitely one reason I am so happy I started to write in the first place and a motivating factor for me to keep writing! Guest - Ted Merz, Journalist turned Product Manager, Former Global Head of News product at Bloomberg howardlindzon.com, ted-merz.com Twitter: @howardlindzon, @TedMerz, @PanicwFriends, @knutjensen linkedin.com/in/ted-merz-cfa-b711257 #fintech #invest #investment #venturecapital #stockmarket #finance Show Notes: Introduction (00:31) Welcome Ted (03:18) Starting in journalism (04:07) Moving to Bloomberg (06:21) The biggest story of Ted's lifetime (09:33) Covering 9/11 (11:33) Bloomberg customer service (15:47) Talking Twitter (16:23) Partnering with Twitter (24:02) Monetizing data (27:21) Enormous opportunity with Twitter and Reddit (34:28) First inkling of COVID breaks December 31. 2019 (36:40) Data as alpha (39:35) A ‘Netflix' Model of news and information (42:02) Wrapping up (47:20) Closing thoughts (52:05)
In this episode, The Annuity Man and Elliot Raphaelson discuss: Making sure you get your full benefits Eligibility in Medicare Getting educated through books, experts, and classes The good and the bad of I Bonds Key Takeaways: Turning 65 doesn't automatically mean that you'll get your full benefits. You have to verify what your full retirement age is and plan accordingly. Age 65 is the point at which you are eligible for Medicare. You'll get Part A at no cost. You'll get Part A at no cost. If you work the sufficient amount under Social Security, you'll automatically get Part A at no cost. Part B, which involves medical expenses, is not automatic. That means you have to pay for that. Education is the best way to get the most benefits and the least problems. Read books, listen to experts, or try to attend classes that deal with finance topics you might be interested in. Do your own research, and don't get swayed by the media. I bonds are a great way to earn interest on your money in inflationary times. However, you must consider the three disadvantages. First, you can only put a maximum of $10,000. Second, you have to hold it for at least one year, or else you'll lose three months' interest. Third, you can't put it in an IRA. "I think it's important that people invest from a long-term perspective, and they need a diversified portfolio; you don't want to have all of your eggs in one basket. If you're young, start investing early." — Elliot Raphaelson. Resources: Medicare and You: https://www.cms.gov/Outreach-and-Education/Outreach/Partnerships/MY “Get What's Yours for Health Care” by Philip Moeller: https://www.amazon.com/Get-Whats-Yours-Health-Care/dp/1982134259 “How to Make Your Money Last” by Jane Bryant Quinn: https://www.amazon.com/Make-Your-Money-Last-Indispensable/dp/1982115831 “The New Retirement Savings Time Bomb” by Ed Slott: https://www.irahelp.com/ “The Truth About Crypto” by Ric Edelman: https://www.amazon.com/Truth-About-Crypto-Easy-Understand/dp/1668002329 “Retirement Planning Guidebook” by Wade Pfau: https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X Purchasing I Bonds: https://treasurydirect.gov/ Connect with Elliot Raphaelson: Articles, “The Savings Game”: https://tribunecontentagency.com/premium-content/business/personal-finance/the-savings-game/ Amazon: https://www.amazon.com/Elliot-Raphaelson/e/B001KE4AM4%3F Connect with The Annuity Man: Website: http://theannuityman.com/ Email: Stan@TheAnnuityMan.com Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!
The Daily Stoic Ryan talks to Morgan Housel about the real definition of wealth, the intricacies of building an audience as an author, the sacrifice required to gain success, and more.Morgan Housel is a partner at The Collaborative Fund. His book The Psychology of Money: Timeless lessons on wealth, greed, and happiness is a deep dive into the psychology of money and investing. Morgan is a two-time winner of the Best in Business Award from the Society of American Business Editors, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of Markel and has presented at more than 100 conferences all over the globe.✉️ Want Stoic wisdom delivered to your inbox daily? Sign up for the FREE Daily Stoic email at https://dailystoic.com/dailyemail
Ryan talks to Morgan Housel about the real definition of wealth, the intricacies of building an audience as an author, the sacrifice required to gain success, and more.Morgan Housel is a partner at The Collaborative Fund. His book The Psychology of Money: Timeless lessons on wealth, greed, and happiness is a deep dive into the psychology of money and investing. Morgan is a two-time winner of the Best in Business Award from the Society of American Business Editors, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of Markel and has presented at more than 100 conferences all over the globe.✉️ Want Stoic wisdom delivered to your inbox daily? Sign up for the FREE Daily Stoic email at https://dailystoic.com/dailyemail
These are perilous moments for Boris Johnson. As we witness a stream of resignations from his government we look at the role the media has played in this latest scandal. From disastrous broadcast media rounds to increasingly hostile editorials, we've seen how politics, power and the press intertwine. With Michael Crick political journalist and author, Jane Martinson Columnist and Marjorie Deane Professor of Financial Journalism at City, Joey Jones spokesman for Theresa May when she was Home Secretary and former deputy political editor at Sky News, James Ball, who writes for the New Statesman, Eleanor Langford, lobby journalist at Politics Home and Kate McCann, political Editor at Talk TV. Presenter: Ros Atkins Producer: Helen Fitzhenry
Only the first 50 minutes of this episode are available on the paywalled podcast version (the BLACK podcast logo). If you’d like to hear the full 2 hours and 7 minutes of this episode and gain access to all full-length episodes of the podcast, you’ll need to SUBSCRIBE here. If you’re already subscribed and on the private RSS feed, the podcast logo should appear RED. Sam Harris speaks with Morgan Housel about the psychology of money and investing. They discuss how personal history shapes one’s view of economic risk, the implications of not understanding the future, being rich vs being wealthy, how we measure success, the problem of social comparison, happiness vs life satisfaction, saving and investing, Warren Buffett and the power of compounding, rational vs reasonable decisions, the role of luck, optimism vs pessimism, dollar-cost averaging, and other topics. Morgan Housel is a partner at The Collaborative Fund. His book The Psychology of Money has sold over 1.9 million copies and has been translated into 46 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel and has presented at more than 100 conferences in a dozen countries. Website: morganhousel.com Twitter: @morganhousel Learning how to train your mind is the single greatest investment you can make in life. That’s why Sam Harris created the Waking Up app. From rational mindfulness practice to lessons on some of life’s most important topics, join Sam as he demystifies the practice of meditation and explores the theory behind it. If the Making Sense podcast logo in your player is BLACK, you can SUBSCRIBE to gain access to all full-length episodes at samharris.org/subscribe.
Roddy Boyd is an investigative reporter who has worked for Fortune Magazine, the New York Post and many other large publications. He is also the author of Fatal Risk: A Cautionary Tale of AIG's Corporate Sucide. He's also appeared on Netflix's Dirty Money, The Drug Short Episode and the documentary called The China Hustle. He is now the founder and editor of the Foundation of Financial Journalism. Roddy's Foundation: https://ffj-online.org/Roddy's Twitter: https://twitter.com/rodboydilm GooglePod/ApplePods/Spotify: https://anchor.fm/boredwithnelly Twitter: https://twitter.com/nellygotbored Discord: https://discord.gg/mESFx6b Second Channel: https://bit.ly/3iLDbND
With Lisa Hannam | Executive Editor MoneySense | Journalist | Writer BIO: Lisa Hannam is the Executive Editor of Moneysense.ca, Canada's most trusted lifestyle brand about all things money. MoneySense.ca helps over 450,000 Canadians every month with personal finance, insurance, investing and more. Lisa has an extensive journalism background as an acclaimed writer and editor, spanning over 20 years, working for some of Canada's largest glossy magazines, daily newspapers and popular websites. She is a leading force in the success of Moneysense.ca, creating some of the publication's most viewed and sought-after content. She writes and edits popular articles about personal finance, insurance, banking, investing, practical money tips and more." Highlights: Why is financial journalism critical for consumers?The importance of knowing your finances and not relying on someone elseHow cultivating curious allows for creativity to flowBreaking down the importance of financial journalism?The crucial role financial journalism plays in the current information area and proliferation of social influencersLearn how to tell a compelling storyHow does MoneySense.ca retain trust, its ethics and integrity?How money sense continues to evolve to provide free access and valuable information to over 450,000 readers a month LINKS: MoneySense.ca: CLICK HERELisa Hannam's website: CLICK HERE
Ariba Shahid is a journalist most known for her stellar work at Profit magazine, a standout publication focused on the Pakistani economy and business world. She is also known for her very popular Twitter account which can she can be found expertly threading the needle between her worklife and seeming expertise at, in her own words I promise, shitposting. We talk about her career, some of her more famous articles, some of her viral Twitter moments, and also about the recent TPR tangent of why Pakistani news and discourse seem to view factual discourse as something to be kept firmly at arm's length. All on the heels of massive recent upheavals in Pakistan's government. Things discussed in this episode: 00:00 Intro 02:01 How did Ariba become a business journalist? 07:46 How she became a writer, and early days at Profit 12:42 The award winning story about Pakistani Lawn being sold/smuggled to India, how it happened (LINKED BELOW) 17:20 A discussion on Lotus vs Candi biscuits (LINKED BELOW) 23:06 Why is Profit magazine's tone so approachable/current? 30:01 Twitter in Pakistan: fake news, fake trends, high school analogies 40:48 Live-tweeting her way to virality during the TRG EGM 49:22 Behind her “Stock Market Is Not An Indicator of the Economy” catchphrase, and wider issues of financial illiteracy in Pakistan 54:37 The completely trash level of Financial News discourse on mainstream TV (feat. Shahzeb Khanzada's abs) 59:39 Drawing room discussions in Pakistan and their disconnect from facts, would she host her own TV show? 1:06:12 Jinn Stories! O levels feat OBL, and Noor Jehan's batcave! 1:13:11 Outro LINKS: Her article on Pakistan Lawn and it's huge market in India: https://profit.pakistantoday.com.pk/2020/12/26/pakistani-lawns-biggest-market-could-be-in-india-but-isnt-because-we-cant-have-nice-things/ Her article on the Lotus biscuit craze and why Candi could learn: https://profit.pakistantoday.com.pk/2021/01/24/thinking-outside-the-wrapper-how-local-brands-like-candi-can-compete-with-lotus/ Her Twitter: https://twitter.com/AribaShahid Her LinkedIn: https://www.linkedin.com/in/aribashahid/ Support the podcast by becoming a monthly patron on Patreon (https://www.patreon.com/tprpod) or send a one-off token on Ko-fi (https://ko-fi.com/tprpod)! Find all our previous episodes on SoundCloud, Spotify & Apple Podcasts and follow us all on Twitter! Links to everything below! SoundCloud: https://soundcloud.com/tprpod Spotify: https://open.spotify.com/show/6PvTahp... Apple Podcasts: https://podcasts.apple.com/us/podcast... Instagram: https://www.instagram.com/tprpod/ Twitter: https://twitter.com/TPRPod Ali: https://twitter.com/themaholupper Rizwan: https://twitter.com/RizwanTakkhar Sarkhail: https://twitter.com/Sarkhail7Khan
Herb Greenberg is a former journalist and current legend in the investing community. The first 20 years of Herb's career saw him plying his trade at some of the most recognizable publications that cover business, with stints at the Chicago Tribune, Fortune, and The Wall Street Journal, among others. In 1998— a time when Americans were accessing the internet via a dial-up modem—Herb became one of the first mainstream journalists to make the leap to writing online, blazing a trail at TheStreet and MarketWatch while becoming a familiar face as a CNBC contributor. In recent years, Herb's gotten increasingly into financial research, which he describes as an opportunity to dig deep while cutting out the noise that comes with being a well-known voice in the business journalism space. He currently pens newsletters for Whitney Tilson's Empire Financial Research. Today we talk with Herb about his dynamic career, seismic changes that have taken place in business journalism, the toxicity of social media, and the point at which a firehose of content becomes a cesspool of misinformation.
In today's episode, Jamie Hopkins and Ana Trujillo Limon talk with Janet Alvarez, the Deputy Business Editor at Philadelphia Inquirer, about debt and credit, personal finance, and the need for sincerity in financial journalism. You can find show notes and other information at CarsonGroup.com/Framework.
Adam Auriemma joins On Track with Shanna Goodman to discuss his journey of channeling his love of media and ability to write and edit into service-based journalism. It wasn't until he started writing about money from a consumer point of view that he really appreciated the power of his platform. Over the years, that's led him to some bold choices: taking a risk to leave a prestigious job, and rebranding Money Magazine with a new audience focus. Adam Auriemma is the editor-in-chief of NextAdvisor, the personal finance channel of TIME. Previously, he was the editor-in-chief of Money Magazine and a deputy bureau chief at The Wall Street Journal. Teams working under Adam's leadership have received the Gerald Loeb Award for Business and Financial Journalism, a National Association of Black Journalists Digital Media Commentary Award, and an Emmy nomination for Best Cultural/Topical Documentary. He is based in Brooklyn.Click for show notes.
The ”I hung up on Warren Buffett” Podcast by Wolfpack Research
In this week's episode, Carson Block and Roddy Boyd (@muddywatersre & @RodBoydILM on Twitter) join the pack for a special forum to discuss private investigator Derrick Snowdy. Derrick has been the topic of recent articles by Institutional Investor Magazine & The Foundation for Financial Journalism. Sit back listen to Dan, Carson, and Roddy as they tell stories and give perspective on the inner workings of some of the top journalists and activist short sellers in the world. https://www.institutionalinvestor.com/article/b1rtgl72qyzdw4/Shadowy-Private-Investigator-Promised-Catalyst-Intel-on-Short-Sellers-But-Came-Up-Short-New-Legal-Documents-Reveal https://ffj-online.org/2021/05/12/danny-guy-derrick-snowdy-and-the-strange-wars-of-confused-men/