Podcasts about fund managers

Ever wondered how top fund managers stay ahead? The truth is, if you can't beat them, join them! The stock market can be tricky, and if you're unsure what you're doing, it's often better to leave it to the experts who have the tools and experience to manage risks and maximize returns. Whether you're investing or just curious, watch this video to learn how the pros turn challenges into opportunities!

Low-carbon tech investments reached $2.1 trillion last year. But with the whole world trying to work out how to navigate US President Donald Trump’s unpredictable policy agenda, is 2025 still a good time to invest in climate tech? This week on Zero Akshat Rathi interviews Greg Wasserman, head of private company climate investment at Wellington Management, which oversees more than $1 trillion in assets. Wasserman has to make investment decisions here and now about companies and technologies — weighing risks and opportunities in a volatile market. Explore further: Trump’s Big Oil Era Means Green Bargains for Investors Companies Pivot From Climate Talk to 'Greenhushing' in Trump Era Why ESG Faces Backlash and Its Future Under Trump 2.0 GOP to Phase Out Biden Energy Credits to Pay for Tax Cuts Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to: Jess Beck, Sommer Saadi, Mohsis Andam, Amanda Kolson Hurley and Siobhan Wagner. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

'Gold Is Most Overvalued In 20 Years' Says Fund Manager Survey Michael Hartnett just did his latest survey of his clients, and reported that they thought gold was the most overvalued it's been in the last 20 years. Do you agree? To find out more about what they said, and why they said it, click to watch today's show with Vince Lanci where he goes through the report, and catches you up to speed on the latest gold and silver news! - To find out more about the latest news From Dolly Varden Silver go to: Dolly annoucnes their 2025 exporation program: https://dollyvardensilver.com/dolly-varden-silver-announces-2025-exploration-program-focused-on-high-grade-silver-and-gold-at-kitsault-valley/ Dolly acquires Hecla Mining property: https://dollyvardensilver.com/dolly-varden-silver-announces-agreement-to-quadruple-tenure-area-in-the-golden-triangle-by-acquiring-hecla-mining-companys-adjacent-kinskuch-property/ Dolly acquires high-grade Porter Project: https://dollyvardensilver.com/dolly-varden-acquires-high-grade-silver-porter-project-in-golden-triangle/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Dolly Varden Silver and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-dolly-varden-2025/Subscribe to Arcadia Economics on Soundwise

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Drew Dolan, fund manager at DXD Capital, a self-storage-focused CRE firm based in Albuquerque, New Mexico. Drew shares how his background in engineering and technical sales led to a pivot into development, and why he now prefers building over buying due to the greater margin for error and control over entitlements. He breaks down DXD's national development strategy, current projects in 20 states, and why fully entitled land is one of the most overlooked opportunities. Drew also shares insights on supply chain risks, market elasticity in self-storage, and how rising rates and housing stagnation impact demand. Drew Dolan Current role: Fund Manager at DXD Capital Based in: Albuquerque, New Mexico Say hi to them at: drew@dxd.capital or dxd.capital Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Scope Prime's Kea Nonyana unpacks Exxaro's manganese move — and whether a truce on tariffs could dull gold's sparkle. Absa's Abrie Rautenbach weighs in on how tariffs are biting into South Africa's agri sector. Tax Consulting SA's John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

Send us a textWild bets, hot streaks, and a little market seduction.The acid capitalist is back, sunburnt and shirtless, broadcasting straight from St. Barts with sand in his toes and a dollar short in his hand. This is Confessions Part II, the origin story sharpened, scuffed, and refitted for today's volatility junkies. If finance had a Tarantino cut, this is it.We rewind to the end of 2002. The Nasdaq's wreckage still smoldering. The S&P up 9 percent. Me? Flat for the month, down 4.9 percent since launch. A hedge fund rookie trading like he's strapped to a rocket and reading tea leaves in reverse. There were no parades. No consensus. Just my gut, and it was twitching.I placed my first real bet, short the dollar. The Dixie was at 110. Five years later, it would bleed to 70. Back then, they laughed. Now they squint at the same charts, claiming they saw it coming. They didn't. But I did. Commodities stopped dying. Gold stopped bleeding. Something turned. And I felt it.This episode isn't about P/E ratios. It's about instinct. Rage. Faith. Hunger. It's about building Eclectica not as a fund but as a fever dream. I didn't chase storms. I waited for them. I didn't knock. I picked the lock. That investor? That was me.We talk Amsterdam Commodities, no website, no pitch deck, no interest in seduction. It smelled of hash and history. It was cheap, opaque, and irresistible. And it hit. Like a ten-bagger. Like something better than sex. No, seriously, would you rather have a one-night stand or a tenfold return on your weirdest position?Oh, and then there's Brazil. The one that ghosted me. The stock I dumped, live, while staring through the glass of their too-polished HQ. They didn't show me respect. So I showed them the door.This is the cockpit view of macro. Of madness. Of the market as mythology. No suits. No soft landings. Just you, me, and a twitch in the eye of the storm. Press play.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

In this episode of Grow a Small Business, host Troy Trewin interviews Tiffany Alexander, Fund Manager and Owner of Aspen Sage Fund, about her 20-year journey from aspiring astronaut to successful real estate investor. Tiffany shares how she built a 30-person team, scaled to 17 rental doors, and transitioned into note investing to reclaim her time and boost returns. She explains how Aspen Sage Fund specializes in acquiring and restructuring distressed mortgage debt, helping families stay in their homes. Her story highlights the power of mindset, growth, and adapting to market shifts. This episode is packed with insights for anyone in real estate or looking to scale a small business. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tiffany Alexander, the hardest part of growing a small business is facing moments of financial uncertainty—when you feel like you can't keep going and don't know where the next penny will come from. Especially in real estate, she highlights the challenge of being "property rich and cash poor," where assets are tied up but liquid funds are lacking. What's your favorite business book that has helped you the most? Tiffany Alexander's favorite business book that has helped her the most is Multiply Your God-Given Potential by John Bevere. She appreciates how the book challenges business owners to go beyond personal success by using their talents to give back, grow further, and make a greater impact rather than settling after reaching initial goals. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tiffany Alexander recommends the Lucky Titan podcast by Josh Tapp as a great resource. She values it for its strong focus on marketing, which she believes is essential for business growth. She also emphasizes the power of referrals and using a CRM to track them as key tools for small business success. What tool or resource would you recommend to grow a small business? Tiffany Alexander recommends using a white-labeled version of Pantheon Connect, a tool that helps manage and leverage LinkedIn connections for referrals. She values it for enabling her to build trust, request introductions, and expand her network effectively—crucial for growing a small business through relationships. What advice would you give yourself on day one of starting out in business? Tiffany Alexander's advice to herself on day one of starting out in business would be: “Ask more people. Don't be afraid to ask a dumb question. Ask. Don't quit on asking.” She believes staying quiet slows down progress and that growth comes from seeking help and information early and often. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Ask more people—growth begins the moment you stop being afraid to ask – Tiffany Alexander The master has failed more than the beginner has ever tried—keep going – Tiffany Alexander Being property rich and cash poor taught me the true cost of holding assets – Tiffany Alexander      

As Oscar Wilde wrote, in matters of grave importance, style, not sincerity, is the vital thing. Yet President Trump's style is leading some to question American exceptionalism, which has been a hot topic of conversation for the team for years now. The team discuss their thoughts on the longer-term impact of current events on markets and the global economy. And then guess who's back, back again – no it's not Eminem but earnings season! The team talk about how it's gone so far and what's surprised them in what's always a busy time. Finally, Apple – which needs no introduction – has had products glued to the ears and hands of consumers the world over for some time now. Will the glue hold, the team asks, and what part should the company play in portfolios?This podcast was recorded on 8 May 2025.If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation.Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment SpecialistHannah Kennedy, Portfolio Management Assistant – Multi AssetAbout Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc.This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.

Nosipho Radebe speaks to Charl Geel, Head FICA Supervision Department at Financial Sector Conduct Authority (FSCA)See omnystudio.com/listener for privacy information.

West Brow Capital founder and portfolio manager Seth Holm runs a fund focused on global transportation. In this episode recorded on April 8, Seth sits down with JP Hampstead and runs through his view of the transportation industry, mode by mode—where he's long and short. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Kim Lisa Taylor sits down with Attorney Judith Villarreal to unpack the critical do's and don'ts of securities advertising. Whether you're a real estate syndicator or a fund manager raising capital under Regulation D, Rule 506(b) or 506(c), this conversation will help you avoid the common pitfalls that could land you in regulatory hot water. From misrepresentations and omissions to proper disclaimers and dangerous buzzwords, Judith shares practical advice on how to stay compliant when promoting your offering on websites, social media, newsletters, email campaigns, and more. Tune in to protect your reputation—and your deal. Chapters:Introduction to Securities Advertising Compliance (00:00:02)Krisha Young introduced the podcast focusing on raising capital legally and avoiding securities advertising pitfalls. Kim Lisa Taylor and Judith Villareal were presented as expert speakers on securities compliance.Legal Risks and Compliance Requirements (00:01:46)Judith Villareal shared her extensive experience in securities compliance, emphasizing the importance of proper advertising reviews and the risks of misleading statements that could attract regulatory attention.Fundamental Rules of Securities Advertising (00:03:58)Judith explained that advertisements must not be misleading or confusing, highlighting the different approaches between FINRA's specific rules and SEC's principles-based regime.Consequences of Non-Compliance (00:06:07)The speakers discussed potential penalties ranging from regulatory trouble to criminal prosecution, including the risk of having to rescind offerings and return investor money.Marketing Language and Disclaimers (00:11:48)The discussion covered prohibited terms and phrases in securities advertising, emphasizing the importance of accurate representation and proper disclaimers in all marketing materials.

Curious about investing in Gold & Silver ETFs and Mutual Funds but don't know where to start? In this insightful episode, we sit down with Siddharth Srivastava, Head – ETF Product & Fund Manager, Mirae Asset Investment Managers (India), a seasoned expert in the world of ETFs & MFs, to break down everything you need to know about these precious metal investment avenues.

SPONSOR: Direct Bullion. Download your free Guide to Gold Pensions Now. (plus get a special bonus).CLICK HERE NOW: https://robmoore.directbullion.com Rob is joined by hedge fund manager Rob Gardner, who has helped over a million clients invest. He shares with Rob how he helps manage other people’s money, his investment strategies and the beliefs and principles he invests and lives by. They also talk about who they think controls the world, the power banks and investment firms hold, and their thoughts on taxation. KEY TAKEAWAYS Rob has a set of investment beliefs and principles that he uses to guide him, particularly with more difficult decisions. It can be easier to work with other peoples money than your own as it isn’t just you working on decisions, but a team, and it also keeps you clear-headed and professional. You have to maintain discipline to be able to invest calmly and safely. It’s also important to recognise that you won’t get every decision right. Rob wants to be financially free by the time he is 55, to meet this target he tries to double his money every year. When investing, it’s important to diversify across equity, bonds and properties. Investing should always be for the long term. For example, when investing in businesses, think about their longevity. Rob believes that we can still live in a capitalist society and reduce on reliance on fossil fuels. The idea of overnight success isn't real, yet people are becoming obsessed with quick results. As a society, we need to think about how we change this mindset to continue to create the entrepreneurs of the future. BEST MOMENTS “Personally I’ve always had a set of investment beliefs.” “Investment is risk, but risk is to shake people off” “I want the freedom to say I don’t want to work” “Ask yourself, if this business didn’t exist, would the world miss it?” “The world and economic growth needs cheap energy and that energy can come from other places” “People don’t realise that a pound note is an IOU” "How do we have radical reform? What is a way to fire up the UK economy again?" VALUABLE RESOURCES https://robmoore.com/ bit.ly/Robsupporter https://robmoore.com/podbooks rob.team ABOUT THE HOST Rob Moore is an author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestseller “Life Leverage” Host of UK’s No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything” CONTACT METHOD Rob’s official website: https://robmoore.com/ Facebook: https://www.facebook.com/robmooreprogressive/?ref=br_rs LinkedIn: https://uk.linkedin.com/in/robmoore1979 See omnystudio.com/listener for privacy information.

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In this episode of In Conversation With..., Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM's portfolio is positioned for long-term growth. He also discusses strategies for managing risks amidst geopolitical uncertainties and how UEM plans to continue its strong performance and dividend history in a volatile market.

In this episode of the EUVC podcast, Andreas talks with Carmen Alfonso Rico, a self-described VC turned angel at Cocoa Ventures. and Evan Finkel, Head of Venture Capital Investments at Integra Global Advisors.Evan outlines a framework for how LP expectations evolve across different fund stages, highlighting key criteria like thesis clarity, team credibility, track record, and consistency of execution. Carmen shares her experience raising Cocoa Fund I during a peak market and the challenges of navigating a very different environment for Fund II. Together, they explore practical strategies for targeting the right LPs, understanding different LP profiles, and managing long-term relationships.Here's what's covered:11:36 Challenges in the European LP Ecosystem29:51 Long-term Commitment and Strategy38:46 Evaluating the Product: Key Considerations39:54 Importance of Historical Track Record41:22 Decision-Making Process in Investments54:14 The Role of LPs in Fund Management01:02:15 Challenges of Being a Fund Manager

Subscribe to Finance Unfiltered Newsletter: ⁠⁠⁠https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2-Can a hedge fund really profit from market panic?David Meyers, founder of Vixy Hedge Fund, joins The Futures Edge Podcast with Jim Iuorio and Bob Iaccino to unpack the complex world of VIX trading and volatility strategies. David dives deep into the structure of VIX ETFs, the role of contango, and how traders can profit from the natural decay in volatility instruments. Learn about the crucial role of risk management, market timing, and why non-correlated assets can be powerful tools in any portfolio.This episode also explores:-How weather impacts a trader's mindset-The psychological dynamics of managing investor expectations-What drawdowns really mean—and how to bounce back-Why baseball strategies may actually mirror successful trading habitsIf you're an investor, trader, or financial professional interested in volatility, ETF mechanics, or how to structure a fund with staying power, this conversation offers practical insights and big-picture thinking.Chapters:00:00 Introduction to the Futures Edge and Guest Introduction02:57 Weather and Lifestyle Impact on Trading Mindset06:06 Understanding ETFs and the VIX Hedge Fund08:55 Contango and Its Effects on Trading Strategies11:55 Risk Management and Margin Calls in Trading14:54 Market Volatility and Trading Opportunities17:53 The Nature of the VIX and Its Trading Dynamics21:00 Drawdowns and Performance Expectations in Hedge Funds31:01 Understanding Profit Fluctuations and Market Timing34:17 The Nature of Non-Correlated Assets36:07 Risk Management and Investor Expectations39:34 The Psychology of Fund Management40:55 The Future of Investment Structures44:02 The Role of Accredited Investors45:28 Baseball Insights and Analogies in Investing

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us for a timely update on the ongoing market volatility and the internal signals his models are flashing. Despite ongoing swings, Dana's models, which have been negative since December, suggest the recent washout could mark the beginning of a base-building process. He highlights potential for an intermediate-term rally if key resistance levels are reclaimed, supported by improving sentiment, breadth, and momentum divergences.   We also explore:   How the volatility spike and market pullback compares to 2020, and why this setup is different. The critical support zone in the US Dollar (DXY) and what a break below 99 could signal. Dana's trading strategy in panic-driven markets: Staying hedged, staying active, and identifying relative strength. Early signs of leadership from defensive sectors (utilities, staples, insurance) and even international names like Argentina.   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services. 

Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

This week Nick talks to Judith MacKenzie. Judith joined Downing in October 2009, bringing with her extensive experience in venture capital and fund management. Prior to this, she was a partner at Acuity Capital, where she managed AIM-listed VCT and IHT investments, as well as a small-cap activist fund. Before Acuity, Judith spent nine years as a senior investment manager at Aberdeen Asset Management Growth Capital, where she co-managed five Aberdeen VCTs, focusing on technology and media investments across both public and private companies. In 2010, she founded Downing Fund Managers, the boutique investment division of Downing LLP. Judith currently serves as Chair of the Quoted Companies Alliance and holds active board roles in both private and public sectors.Nick and Judith discuss her journey into finance, inspired by working in her parents' small businesses in the Scottish Highlands. Her early exposure to economics and investing sparked a lifelong interest in smaller companies. She discusses her career progression from stockbroking to fund management, emphasising her focus on UK micro-cap and smaller companies through Downing's IHT (Inheritance Tax) service. Judith explains the appeal of AIM-listed firms due to their tax benefits and potential for strong returns, highlighting a hands-on, diligent investment approach that mirrors private equity standards. She identifies three key types of companies she targets: value compounders, self-help businesses, and balance sheet leaders—mentioning Ramsdens, James Latham, and Flowtech as examples. Judith critiques the negative narrative around AIM, advocating for its role in supporting entrepreneurial growth and job creation. She expresses hope for a shift back to active investing and UK-focused capital deployment, especially in light of current global economic uncertainties and US-centric fund flows.  Judith's book choice was:Vassal State: How America Runs Britain by Angus HantonJudith's music choice was:Human by The KillersThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller, and today I have my dear friend Dori Yona. Dori is the founder of SimpleClosure, a company that provides value to private equity, venture capital and other founders who successfully wind down their failing companies so that they can move their energy and their capital to the next deal. So what does that mean? Well, it just means that Dori and his team at simple closure help hundreds of other companies and business owners and fund managers to shut down their companies faster and cheaper while realizing a peace of mind to move forward. Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Dori Yona is the founder of SimpleClosure.[THE HOST]: Ryan is an Angel Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

This hedge fund manager infers that a Depression may be imminent. Reputable Billionaire investor Ray Dalio predicts that, barring a significant course correction, America is headed for worse than a recession, describing it as 1930.

In this episode of Daily Influence, Gregg-Brooke Koleno sits down with Andre Johnson, Fund Manager at the Pete du Pont Freedom Foundation, whose journey from higher education and corporate recruiting to nonprofit leadership is grounded in one powerful principle—connection. Andre shares how active listening, authentic relationships, and leading by example have shaped his mission to support entrepreneurs, build sustainable partnerships, and foster community impact. From helping first-generation college grads land career-shifting roles to navigating the unpredictability of fundraising, Andre's story is a testament to the ripple effect of showing up, staying curious, and serving others. Tune in for wisdom on purpose-driven leadership, inspiring change without a big platform, and how every conversation—no matter how small—can become the start of something transformational. Learn more: pdupontfreedomfoundation.org Connect with Andre: andre@petedupontfreedomfoundation.org

In today's Monday Minutes episode, I break down how to build relationships with institutions, family offices, and funds. I share insights from my own experience, including what's worked, what I'm still figuring out, and the high-leverage strategies that can help you tap into larger sources of capital. If you're looking to move beyond individual LPs and attract institutional investors, this episode is for you. Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

In the high-stakes world of real estate and investment partnerships, fraud is an unfortunate reality that can wreak havoc on your finances and reputation. Whether you're a passive investor, a co-GP, a Syndicator or Fund Manager, safeguarding your investment against fraudulent activity is crucial. Join Attorney Kim Lisa Taylor as she interviews Marc Hurwitz of Crossroads Investigations about his extensive expertise in fraud prevention and resolution. Crossroads is uniquely positioned to help you navigate these challenges. Summary:This podcast episode of Raise Capital Legally features a discussion on protecting investments from fraud, particularly in real estate syndication. Hosted by Krisha Young and attorney Kim Lisa Taylor, the episode features Marc Hurwitz from Crossroads Investigations. Marc, a former CIA officer, discusses various types of fraud prevalent in real estate investments, including partner fraud, email scams, and international investment risks. He emphasizes the importance of thorough background checks, due diligence, and using proper investigative methods. The conversation covers topics such as the 'triangle of fraud', the significance of using unrelated individuals for financial controls, and the challenges of verifying foreign investors. Marc details Crossroads' services, including comprehensive background checks starting at $500, and more in-depth investigations at $350/hour. The episode also addresses how to respond to suspected fraud and the importance of documenting communications. The discussion concludes with practical advice on protecting investments and ensuring proper due diligence.Chapters: Introduction to Crossroads Investigations and Fraud Prevention (00:00:02)Marc Hurwitz introduces Crossroads Investigations, based in Miami, founded in 2008. He shares his background as a former CIA officer and explains the company's comprehensive investigative services, including asset searches, background checks, employee screening, and international research.Common Types of Fraud in Real Estate Investments (00:03:42)Marc discusses various fraud schemes, including partners taking money and disappearing, email impersonation scams, and sophisticated methods used by fraudsters to hide their tracks, such as using crypto and anonymous LLCs.Understanding the Triangle of Fraud (00:06:44)Kim explains the triangle of fraud concept, detailing how access, unshareable need, and justification create a pathway for fraudulent behavior. She shares a case study illustrating how small thefts can escalate into larger fraud schemes.Importance of Background Checks and Due Diligence (00:14:50)Marc emphasizes the necessity of thorough background checks, including bad actor checks for syndication partners. He discusses the importance of context in evaluating past criminal records and financial issues.International Investment Risks and Due Diligence (00:26:03)Marc explains how Crossroads conducts background checks on foreign investors, including checking US federal databases and using local agents for manual records checks in other countries.Responding to Suspected Fraud (00:35:43)Marc outlines steps to take if fraud is suspected, including documenting communications, knowing which law enforcement agency to contact, and considering legal guidance for reporting.  Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

This episode was recorded live with an audience of fund managers, operators, and capital raisers asking real-time questions—and getting real answers. We dive into how to underwrite your own deals and other funds, how to spot asymmetrical risk, and how to break down worst, base, and best case scenarios.You'll hear a live analysis of a startup deal, how to structure your team (fund manager, investor, capital raiser), and the pros and cons of rev share vs equity when incentivizing operators.We also unpack fund structure strategies, including how to blend small investors with institutions using parallel LPs—and why your first checks matter more than you think.If you're serious about launching or scaling your fund, this is one you don't want to miss.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/answering-questions-liveSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

One of the most fundamental principles of investing is the relationship between risk and return. At its core, this concept suggests a positive correlation: the more risk you take, the more return you can potentially make. However, the key word here is can—because returns are never guaranteed. Greater risk doesn't just mean the possibility of greater rewards; it also means a greater dispersion of outcomes, including the potential for losses.In this video, I discuss how this risk-return dynamic applies not only to evaluating investments but also to fund managers raising capital. I break down why fund managers must think like investors, not just brokers, and how their compensation, reputation, and investor relationships are all on the line with every deal they take on.Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

திருப்பதி ஏழுமலையானுக்கேDEMAT ACCOUNT இருக்குதெரியுமா உங்களுக்கு,கல்யாணத்துக்கு பங்குகளை பரிசாக கொடுக்கலாமா,FUND MANAGER ஆகணும்னாஎன்ன படிக்கணும்,RBI Bond - ல முதலீடு பண்றது லாபகரமானதா போன்ற பல கேள்விகளுக்கு இந்த் வீடியோவில் பதில் தந்திருக்கிறார் வ.நாகப்பன்.

Gold stock fund manager and Austrian economist Larry Lepard sees $5,000 to $10,000/oz gold in the next several years. He believes gold stocks present an asymmetrical opportunity for investors. Larry shares some gold stock picks. He also explains the thesis of his new book, “The Big Print” and offers a sound money solution in contrast to the current monetary system. Lawrence Lepard runs Equity Management Associates, LLC, an investment partnership which has focused on investing in precious metals since 2008. Prior to EMA, Mr. Lepard spent 25 years as a professional investor and venture capitalist. From 1991 to 2004 he was one of two Managing Partners at Geocapital Partners in New Jersey which managed six venture capital partnerships, the last of which was $250 million. Geocapital was very active in technology, software and computer investing and invested heavily in the internet starting in 1993. Geocapital was the lead investor in Netcom, Inc., the first internet service provider to complete an IPO in 1996. Prior to Geocapital Mr. Lepard spent 7 years as a General Partner at Summit Partners in Boston, MA. Summit is a large venture capital and private equity firm. He was employee number 4, joining 1 year after Summit was launched. Mr. Lepard holds an MBA with Academic Distinction from Harvard Business School and a BA in Economics from Colgate University 0:00 Introduction 0:55 Larry's new book: The Big Print 4:56 Sound money solution 17:02 CBDCs 22:34 Bitcoin price 25:20 Asymmetric speculation 29:57 Learn from the smartest person 41:26 Gold and Company Picks Lawrence's contact info and Twitter handle: llepard@ema2.com https://twitter.com/LawrenceLepard Larry's Newsletter: http://eepurl.com/gOf1dT Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

With trade wars erupting around the world between the US and its competitors and tariffs being thrown around like confetti, some investors are predicting recession in the US. While Schroders' economists feel that view is a little too extreme, the sentiment towards the world's largest consumer economy is having an impact on markets globally. We're going to take look beyond major markets in the US and the UK and towards Europe, emerging markets and Asia to see how the current situation is affecting them and where opportunities might lie. In this show, my colleague Vera German, a value investor, will give her perspective from an emerging markets point of view. While Abbas Barkhordar, a Fund Manager, talks to us about the opportunities being presented in Asia. NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.  

Stephen Grootes speaks to Mitchan Adams, Co-founder and CEO of Aions Ventures, about the firm's strategic shift to seed funding and its mission to empower African startups. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us to share his outlook on market volatility, shifting sentiment, and the continued strength in commodities.   We discuss whether the recent 10% market correction marked a true bottom or if further downside testing is ahead. Dana also breaks down the outperformance of value stocks, the potential for one last growth rally, and the broader implications for investors.   With gold surging to new highs, we explore what's driving the rally, how gold stocks are responding, and where silver and copper fit into the picture. Commodities continue to diverge from the broader markets, raising questions about whether this is a short-term trend or the start of a long-term cycle.   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services.

You know storytelling is powerful. You've heard that facts don't close deals—feelings do.But when it comes time to talk about yourself, it suddenly feels...awkward.When is the right time to tell a story? And how do you know if you're sharing too much or sounding too braggy? Listen in as Stacy tackles these questions and breaks down: The #1 storytelling mistake fund managers make Why telling your backstory can feel awkward (and how to share yours without sounding braggy)How to ditch the boring resume speak and make your story stickThe secret to crafting a story that's short, powerful, and memorable.This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Please note: The opinions expressed on FX in Focus are those of the speakers only, and do not necessarily reflect the views of Corpay, Inc. This podcast is designed to provide general information, and is not advice.

As a boutique, blending in isn't just a mistake; it's a death sentence.You don't need to be BlackRock. You need to own what makes your fund different. But let's be real: finding your edge—and actually leading with it—can feel like showing up to a black-tie event in your pajamas. Awkward. Exposed. Uncomfortable.That's why in this Episode, Stacy breaks down:Why trying to prove you're “better” is a losing game for boutiquesThe 3D Model for uncovering what actually makes your fund stand outHow to flip your mindset and start viewing your “weaknesses” as strengths investors value (and spotlighting those strengths in meetings) The #1 edge boutiques have over the bigs in allocators' eyes (and how to lean into it) This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

A fund manager has been ordered to compensate a client after the man's investment tanked and he lost almost three thousand dollars in a week. But the client also acted against financial advice. Money correspondent Susan Edmunds spoke to Lisa Owen.

The Future of Investing in Kenya: Insights from the Fund Managers Association Chairman - Anthony Mwithiga | Financial Forecast SN6E08 by Capital FM

What's Working Best Now: Fund Managers Reveal Their Top Capital Raising StrategiesIn this powerhouse episode of the Hero Capital Raising Show, host Tim Mai sits down with a panel of elite fund managers to uncover the strategies that are delivering the highest returns in today's market. Jennifer Simeon (HERO Wealth Fund), Maria Zonnevin (Blue Viking Capital), JC Hearn (JCH Equity), and Shirley Xu share their hard-won insights on syndications vs. funds, negotiating high-yield deals, and scaling investor capital with strategic partnerships. From navigating tax benefits and bonus depreciation to leveraging SPVs for greater returns, this conversation is packed with expert knowledge you won't find anywhere else. Tune in now and discover what's working best in capital raising today!Five key takeaways from the podcast episode:1. The Power of Funds Over SyndicationsFund managers like Maria Zonnevin and Jennifer Simeon highlighted the advantages of pooling investor capital into funds rather than syndications. By doing so, they negotiate better terms, secure higher returns, and minimize individual investor risk while gaining access to institutional-level deals.2. Relationships Drive Capital Raising SuccessJC Hearn and Shirley Xu emphasized that capital raising is a long-term relationship game. Investors take time to build trust, and fund managers who consistently provide value, education, and personalized engagement are the ones who successfully raise funds year after year.3. Diversification & Investor Preferences Shape Deal FlowFund managers adapt their strategies based on investor needs. Maria Zonnevin shared how she polls her investors annually to align deal structures with their goals—whether they seek short-term liquidity, long-term appreciation, or tax advantages.4. The Due Diligence That Separates Winning Deals from Risky BetsJC Hearn, a CCIM-certified real estate professional, walked through his rigorous underwriting process, including analyzing market demand, asset class profitability, and operator experience. The panelists reinforced the importance of vetting sponsors and structuring deals with investor protection in mind.5. Bonus Depreciation & Tax Strategies Still Matter in 2025While bonus depreciation is phasing down (60% in 2024, 40% in 2025), Jennifer Simeon reassured investors that strategic tax planning remains essential. Investors can still benefit from cost segregation studies, depreciation advantages, and fund structures designed to optimize tax efficiency.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

On this episode of the Best Ever CRE Show's Passive Income Playbook, host Pascal Wagner interviews Sanjay Vora, CEO of Vessar and advisor to over 200 fund managers. Vora shares his evolution from tech executive to fund manager, offering deep insights into private fund evaluation, discussing key due diligence strategies, and emphasizing the importance of diversification in passive investing. Drawing from his experience with over 25 syndications and 100+ debt deals, Vora provides actionable advice for investors on analyzing fund managers, understanding capital stacks, and avoiding common investment pitfalls. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Benn Eifert joins the show to discuss derivative & volatility strategies, the biggest derivatives misconceptions, and flaws with Stephen Miran's tariff arguments. We also delve into volatility risk under the Trump administration, how to think about VIX percentage moves, and much more. Enjoy! __ Follow Benn Eifert: https://x.com/bennpeifert Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york __ SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork — Timestamps: (00:00) Introduction (01:32) Understanding Volatility-Focused Hedge Funds (04:12) Tools and Strategies in Volatility Trading (11:21) The Rise of Derivative-Based ETFs (19:03) Skale Ad (19:27) The Rise of Derivative-Based ETFs (Con't) (27:15) Risks and Misconceptions in Retail Options Trading (32:06) Skale Ad (32:36) Risks and Misconceptions in Retail Options Trading (Con't) (37:09) Options Trading (41:07) Implied Probabilities and Market Misconceptions (44:17) The Reality of Options Pricing Models (47:06) Impact of Derivatives on the Market (57:47) Navigating Volatility in the Trump Era (01:01:01) Debating the Merits of Tariffs __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Find more about Dave and his $140m real estate firm at: https://www.axiapartners.com/

Today, Paul has someone reach out to the show asking if there is something to hedge fund managers betting for the market to drop because of what is going on in crypto markets. Paul answers the question and tries to explain the nuance of why hedge fund managers are notoriously bad at making these predictions and why crypto, as a commodity, will have a very hard time affecting the bottom line of companies and stock prices. Later in the show, Paul addresses whether or not Bitcoin could compete with the dollar as a currency.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Jonathan is the Founder and Managing Partner of Incubation Capital Partners. A seasoned entrepreneur with over 20 years of investment banking and private equity experience, Jonathan has played an integral role as an advisor or principal investor to a variety of investment managers in real estate private equity, ranging from small startups to global investment firms. Jonathan is responsible for the firm's strategic direction and oversight. In this role, he primarily focuses on distribution, client servicing, business development, and executive search functions.  Links: Incucap - https://www.incucap.com/ Jonathan on LinkedIn - https://www.linkedin.com/in/jonathan-glick-753213/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:54) - Jonathan's background and career (00:03:31) - The fundraising environment (0:07:29) - Finding the middle (00:10:07) - The challenges for emerging managers (00:14:01) - Standing out in this environment (00:19:17) - Intersections of human and financial capital (00:24:51) - “The world doesn't need another…” (00:26:59) - What unlocks capital and connects it to managers over the next cycle? (00:31:12) - Advice for folks getting into the business of capital management (00:34:19) - Where would you allocate $150mm today?

Fund manager Josh Young reveals his newest oil stock pick and explains why oil bulls likely will win in 2025 in this MSE episode. Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, achieving benchmark outperformance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Prior to Bison, Josh began his career as a management consultant for Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago. 0:00 Intro 1:08 Off- Shore Drilling's effect on US Production 4:41 Tariffs effect on Canadian Oil Companies 8:42 US Strategic Reserves 12:19 Higher oil prices vs cost of living 16:55 “Oil prices are so suppressed” 17:53 Peak US production? 23:11 Nat Gas Investments 26:30 New stock pick 32:00 Cash to Debt Ratio 36:08 Time to buy optionality in the oil market 43:30 Biggest lesson learnt last cycle 50:37 Bison portfolio biggest risk https://bisoninterests.com/ https://x.com/Josh_Young_1 Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Judith MacKenzie's path is as unconventional as it is inspiring. She didn't learn to invest on Wall Street. The lessons that led her to the founder's seat, running a $1.2B boutique investment firm, started in her dad's small news and ice cream shop in the Highlands long before finance was on her radar.In this Episode, she sits down with Stacy to discuss: Her backstory– the surprising business lessons she learned as a kid and how they still influence her investing todayWhy qualitative research is just as rigorous as the numbers and how to test a company's integrityThe biggest red flags in management and governance that investors often missHow to stay true to your strategy when the market pressures you to pivotWhat it's like to be the only woman in the room and what needs to change for the next generation of women in financeMore about Judith MacKenzie:Judith is passionate about investing in UK smaller companies and has spent 30 years immersed in the investment world, firstly as a technology analyst and then as a fund manager. She is Chair of the small and mid-cap lobbying body, the Quoted Companies Alliance, and has experience as a board member in both private and public companies.  With a value-oriented investment style, Judith has driven investment returns in excess of the industry benchmarks. Hailing from the Scottish Highlands, Judith spends her spare time in the hills with her dogs or trying not to fall off horses. - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Fund manager Dave Kranzler reveals three junior mining stock picks in this MSE episode. He also discusses the impact of tariffs on the gold price and why the Federal Reserve recently paused rate cuts. Dave is the editor of the Mining Stock Journal. He returns to the program to provide his commentary on precious metals and reveal some junior gold stock picks. Dave holds an MBA from the University of Chicago with a concentration in accounting and finance. Over the years he has worked in various analytic and trading jobs on Wall Street. For nine years of those years he traded junk bonds for a large bank. For the past 16 years, Dave has been an avid student of the precious metals markets and steadfast proponent of holding physical gold and silver in one's portfolio. Currently, he co-manages a precious metals and mining stock investment fund in Denver. Dave's stated goal is to help people understand and analyze what is really going on in our financial system and economy. 0:00 Introduction 0:28 Tariffs and gold price 6:04 FOMC circus 9:17 USA mining boom? 13:00 Stock pick #1 18:03 Stock pick #2 24:21 Stock pick #3 31:35 Dave's largest holding 36:10 Mining requires patience https://investmentresearchdynamics.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 None of the companies Dave mentions in this interview are MSE sponsors or owned by Bill Powers. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

The Scoop's host, Frank Chaparro, was joined by Cambrian Asset Management President Tony Fenner-Leitão. In this episode, Chaparro and Fenner-Leitão discussed his firm's approach to the crypto market, which involves using machine learning and data-driven models. They also touched on the impact of increased institutional participation and regulatory changes in the crypto space and how these developments have affected the overall market dynamics. OUTLINE 00:00 Introduction 03:29 Lack of liquid participants 08:25 Cambrian's perspective on the Trump meme coin 13:31 Shifting market dynamics 17:18 Regulatory changes 22:56 Cambrian's requirements for entering a market 29:16 Active management vs VC allocation 35:39 Conclusion GUEST LINKS Tony Fenner-Leitão - https://www.linkedin.com/in/tonyfennerleitao/ Cambrian Asset Management - https://www.cambrianasset.com/ Cambrian Asset Management on X - https://x.com/CambrianAsset This episode is brought to you by our sponsor: Polkadot Polkadot is the blockspace ecosystem for boundless innovation. To discover more, head to polkadot.network

From humble beginnings in a Kansas farming community to becoming a 2X fund manager, JC Hearn has mastered the art of raising capital and building lasting relationships. In this episode, we dive into JC's incredible journey from land brokerage to managing $200M+ in assets, including his innovative approach to syndicating express car wash funds. Discover how JC leverages cutting-edge business models, faith-driven leadership, and strategic networking to deliver exceptional investor returns.Key Takeaways to listen for:Transitioning to Innovative Asset Classes:JC Hearn shares how his journey evolved from land brokerage and multifamily syndications to managing express car wash funds, leveraging technological advancements and subscription-based business models to drive profitability.Building Investor Trust Through Relationships:JC emphasizes the importance of strong personal relationships and credibility, noting that many investors are drawn to his projects due to trust built over time and his demonstrated expertise.The Profitability of Express Car Wash Funds:Learn how express car washes offer higher returns compared to traditional multifamily investments, driven by operational efficiencies, strategic site selection, and accelerated depreciation benefits.Strategic Networking for Capital Raising:JC highlights the critical role of networking and connecting with like-minded individuals, such as family offices and faith-based investors, to build meaningful relationships that lead to investment opportunities.Leveraging Social Media for Authentic Engagement:JC discusses how sharing his faith, family values, and professional journey on social media resonates with his audience, fostering deeper connections and attracting investors who align with his principles.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Discover how to raise over $100 million for debt and equity funds!In this power-packed episode, we sit down with Peter Neill, an experienced fund manager and co-founder of GSP REI, who shares the insider strategies behind his remarkable success. From building scalable single-family housing funds to leveraging community-driven investor relations, Peter offers a masterclass in fund management and capital raising. Tune in to discover actionable insights into structuring funds, creating value for investors, and navigating the evolving real estate market. Key Takeaways to Listen For:Scaling Single-Family Investments with a Commercial ApproachPeter Neill explains how GSP REI scales single-family housing by treating it with a commercial mindset—utilizing structured funds and in-house construction to maximize efficiency and returns.The Importance of Investor Relations and Community BuildingBuilding long-term investor relationships is key. Peter emphasizes the value of consistent communication, quarterly reviews, and creating a collaborative community to foster trust and engagement.Diversifying Capital Sources for Sustainable GrowthPeter shares insights into raising funds from accredited investors, private equity, and family offices, highlighting how diversification of capital sources is crucial to scaling a real estate fund effectively.Recession-Resilient Strategy with Workforce HousingInvesting in workforce and affordable housing provides both strong demand and stability, even in economic downturns. Peter outlines how these assets perform better than market-rate properties during recessions.Leveraging Vertically Integrated Operations for Speed and EfficiencyThrough vertical integration, GSP REI controls every aspect of its investments—from acquisition to renovation—ensuring faster turnarounds, lower costs, and consistent quality across projectsAbout Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss important themes of investing for the next decade, all the value that is flowing into the digital world, bitcoin, artificial intelligence, traditional economy, national debt, and more. ======================= Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join. ======================= The future is being built today and the future of currency isn't dollars, euros, pounds, or yen, it's crypto. And Gemini thinks that's a great thing. Because a future where money is decentralized, inclusive, and globally accessible, that's a future that we are anxious to be a part of. Go where dollars won't. With Gemini. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/