Podcasts about fund managers

Joining presenter Stephen Grootes to talk about the current state of the global markets is CIO at Benguela Global Fund Managers, Zwelakhe Mnguni. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stocks have held up well on the surface so far this year, but it's been an extremely narrow market, driven by a handful of mega-cap hyperscalers and AI enablers. Yet after a wild week or so, that has flipped – could momentum be starting to turn the other way? Next, they move on to the aerospace and defence sector, where the technology-focused names are leaving more traditional players trailing in their contrails. Finally, this month's stock spotlight reaches for the stars as SpaceX prepares for what promises to be a blockbuster IPO. Is this a rocket ship that investors should be looking to board? This podcast was recorded on 10 June 2026. 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 fundsHannah Kennedy, Assistant Portfolio Manager – Multi AssetRahab Paracha, Sustainable Multi-Asset Investment SpecialistEmma Letheren, Multi-Asset Equity Research Analyst About 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.

What if the best market signal didn't come from Wall Street — but from 3,500 retail traders on social media?Sam sits down with Vuk Vuković, co-founder of Oraclum Capital, a systematic hedge fund that uses crowdsourced intelligence and network science to trade weekly S&P options. Vuk and his co-founders originally built their methodology to predict elections — calling both Brexit and Trump in 2016 — before applying the same framework to financial markets.In this conversation:How wisdom of crowds and network analysis extract signal from noise in elections and marketsWhy weekly options over prediction markets like Kalshi or PolymarketUsing network science to filter echo chambers and identify whose opinion actually carries weightBuilding a fund designed to be uncorrelated to the S&P during market drawdownsThe fundraising grind as an emerging manager with no traditional finance backgroundEuropean vs American incentive structures and why they produce different kinds of entrepreneursVuk's blunt one-word advice for aspiring options tradersTopics covered: hedge funds, options trading, prediction markets, wisdom of crowds, network science, echo chambers, S&P 500, emerging fund managers, fundraising, EU vs US business culture, risk management, Kalshi, PolymarketGuest: Vuk Vuković, Co-Founder & Fund Manager, Oraclum Capital | https://www.linkedin.com/in/vuk-vukovic-oraclum/Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.coSubscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth.#hedgefund #optionstrading #predictionmarkets #alternativeinvestments #crowdintelligence #privatemarkets #mechanicsofmoney #investing

What really drives an investment decision and what happens before a trade ever reaches your portfolio? L&G's Francis Chua, Fund Manager, and Chris Franklin, Investment Specialist in our Asset Allocation team take us behind the scenes to unpack what the decision-making process actually looks like in practice. The discussion moves beyond models and market headlines to explore how views are formed, challenged and, at times, leftunresolved.From the first signal, whether new data, market dislocation or a divergence in views, through to scenario analysis and portfolio positioning, the conversation highlights a process shaped less by prediction and more by preparation.Along the way, the team examine how disagreement sharpens outcomes, how conviction is expressed through sizing, and why “no action” can still be a deliberate choice.They also unpack the role of external perspectives, the importance of structured debate, and how behavioural biases are identified and managed in real time.This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 19 May 2026.For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market.For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security

Ty Thomas of Primary Housing joins David Bank to discuss NOAH - naturally occurring affordable housing. As an emerging manager, Thomas is looking to preserve and improve  the kind of aging, unrestricted market-rate apartments that house teachers, firefighters, and other essential workers.Primary Housing, has been an active and early user of ImpactAlpha Edge, ImpactAlpha's premium databases and other investment tools for fund managers and other Agents of Impact.

In this episode of the Planet MicroCap Podcast, I spoke with Jean Philippe Tissot, Founder and Fund Manager at Arauca Capital, to dig into his behavioral framework for investing and why he believes managing your psychology is the real edge in micro-cap markets - not finding the next great setup. We break down how his tolerance for "hairiness" shifts depending on position size and company stage, why he treats trust in management like a relationship that erodes slowly then breaks all at once, and his deep dive into Sofwave — a non-invasive aesthetics device company, the symbol is SOFW on the Tel Aviv Stock Exchange. Jean will be hosting a Fireside Q&A with Sofwave management at our event in Las Vegas. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Arauca Capital, please visit: https://www.araucacapital.com/ Chapters 00:00 Introduction and Background 02:40 Investing Philosophy and Behavioral Insights 05:36 Managing Emotions in Investing 08:46 Tolerance for Sloppiness in Investments 11:48 Minimizing Permanent Loss vs. Volatility 14:55 Understanding Company Dynamics and Management Trust 17:49 Introduction to Sofwave and Its Market Position 30:31 Understanding Skin Treatments and Technologies 33:47 Market Penetration and Growth Trends 37:06 Identifying Market Opportunities and Risks 43:22 Evaluating SoftWave's Competitive Edge 46:22 Addressing Risks and Market Perception 48:42 Navigating Social Media and Investor Relations 59:45 Investment Philosophy and Final Thoughts Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

In this episode, Jeremy is joined by David Seaman for a conversation with Henry Rayner and Jamie Hartley, two fund managers at Ennismore, about how they've developed their craft as small-cap investors through the firm's Academy programme.We discuss:How the Ennismore Academy throws new joiners into pitching their own ideas from week one, and why that builds the muscle for genuine idea generationThe transition from mechanical screens to lateral thinking, and why building a "bank of companies" takes yearsUseful jumping-off points beyond valuation screens: insider buying, special situations, spinoffsDecomposing expected returns into free cash flow yield, earnings growth, and reratingWhy South Korea may be where Japan was three years ago — and how reforms under the new administration are driving genuine governance changeHenry's thesis on Saramin, a Korean job classifieds business trading below its net cash balanceThe post-COVID biopharma destocking cycle and why sell-side models missed the bullwhip effectJamie's positions in Spirax (Watson Marlow, steam solutions) and Sotera HealthPortfolio construction in a multi-manager model and why uncorrelated theses matterUsing AI to steel-man investment thesesWhether you're a professional investor, a private investor looking to deepen your craft, or someone curious about how young fund managers learn the trade, this conversation offers a window into the discipline, patience, and lateral thinking that go into small-cap investing.Brought to you by Progressive EquityEpisode sponsor Finance TalkingDisclaimer: The podcast and the information, statements, opinions, interpretations and beliefs contained in it are those of the participants and are provided in good faith, but no representation or warranty, either expressed or implied, is provided in relation to their accuracy, completeness or reliability, and no person shall be entitled to place any reliance on the views and opinions expressed. The information provided is not intended to be, nor should it be construed as, investment, financial, tax or legal advice, or a recommendation to buy, sell or hold any security or other investment or pursue any investment strategy. Neither the podcast nor any of the information discussed constitutes an inducement, offer or solicitation to purchase or sell any securities.small-cap investing, Ennismore fund managers, South Korea value investing, biopharma destocking cycle, net cash balance sheet investing, margin of safetyThis podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.

Makwe Masilela, CIO of Makwe Fund Managers, and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

James Willis is joined by Derek Francis - A private hedge fund manager and former Chief Economist at the NSW Parliamentary Budget Office who says Australia is no longer a viable place to invest. See omnystudio.com/listener for privacy information.

Find Your True Purpose For InvestingImagine delivering a staggering 921% return over 13 years. Institutional investors are begging to hand you billions of dollars. You could build an empire just off the fees.Instead... you close the fund. You give every single dollar back. You tell your clients to buy three specific stocks, put them in a drawer for a decade, and go live their lives.That is the incredible true story of Nick Sleep and Qais Zakaria.If you are exhausted by the constant noise of the markets, tired of tweaking your portfolio every time the news drops, and feel like you're aggressively "zig-zagging" in traffic just to get nowhere... this episode is for you.Join me on the latest podcast where we deconstruct the minds of the ultimate financial contrarians, why they love those three stocks and what we can learn from their lives.Stop driving blindly. Let's build your map.Disclaimer: Information for Educational Purpose only, not investment advice.

Episode SummaryNeal sits down with Will Alaynick, managing partner at Phase Two Ventures, for a fireside chat on what it actually looks like to go from building a company to running a venture fund. Will walks through his journey from operating a life science instrumentation startup - backed by a strategic investor who gave him governance, talent, and manufacturing access - to raising a fund focused on the tools and infrastructure layer of biotech. They dig into how fund managers evaluate deals differently than angels, why SBIR funding can be a double-edged sword, and what it takes to say no for a living.Key Topics* How a strategic investor provided governance, talent, and manufacturing - not just capital* Building Phase Two Ventures from operator pattern recognition* Evaluating life science deals through the lens of an ex-founder* SBIR funding as a signal - and when it becomes a distraction* The difference between angel deal evaluation and fund-level portfolio construction* Why most of the venture job is saying no - and how to do it humanely* AI's emerging role in life science - and why wet labs still matter* What angels should know before making the leap to managing a fundLinks & Resources* Phase Two Ventures* San Diego Angel Conference* Rising Tide PartnersConnect on LinkedIn* Will Alaynick* Neal Bloom This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

Joining presenter Stephen Grootes to talk about the current state of the global markets is CIO at Benguela Global Fund Managers, Zwelakhe Mnguni. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most cautious investment is also the safest choice?L&G's Nancy Kilpatrick, Head of Charities and Andrzej Pioch, Fund Manager and the Head of Risk Targeted Funds explore the risks that may be hiding in plain sight: the risk of holding too much cash, what that actually costs charities and how Trustees could be thinking about their investments.They discuss: The scale and risks of the cash challenge Practical first steps that Trustees can take to put their reserves to work How recent volatility and macro events have highlighted potential concentration risk This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 30 March 2026.For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a lossin a declining market.For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security

While we believe time in the market beats timing the market, recent data shows the average equity investor has underperformed the overall market by roughly 5% per year. Financial Advisors, Brian Preston and Bo Hanson, break down the behavioral patterns behind that gap, from loss aversion to overconfidence, and share what a smarter investment strategy can look like in 2026. Then it's your turn! We answer your live questions covering FOO Step 7, the benefits of ABLE accounts, and rapid-fire questions on FIRE paths, company stock purchase plans, and more. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest risk in your deal isn't the market—it's the person you trust.Most investors spend their time underwriting deals… but overlook the one variable that can wipe everything out.In this conversation, we unpack what happens when experience isn't enough—and how one bad operator can undo years of disciplined investing.If you're serious about avoiding costly mistakes and accelerating your path in multifamily, this is exactly the kind of conversation we continue inside the Tribe of Titans—where investors break down real deals, pressure-test decisions, and learn directly from operators in the field.

Richard McGirr interviews George Salas, who breaks down how he's scaled his capital raising by focusing on fund-of-funds relationships instead of relying on traditional retail investors. He explains how partnering with established capital raisers allowed him to bypass building a full marketing engine early on, accelerating growth and helping him raise over $4M. George shares how structuring deals around specific portfolios rather than blind pool funds made his offering more attractive to fund managers, especially when he lacked a long fund track record. He also dives into his process for building relationships through in-person events, refining follow-up systems, and leveraging CRM tools to stay organized. The episode wraps with actionable strategies around email marketing, investor nurturing, and scaling capital through both institutional partnerships and emerging retail channels. George Salas Current role: Chief Executive Officer of Empress Capital, Founder of Creative STR Wealth Based in: Houston, Texas Where to find them: https://www.linkedin.com/in/georgesalas360/ EmpressCapitalGroup.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info.  Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Dubin helps run RAISE, the event where 100 emerging fund managers get in front of 330 LPs in one day in San Francisco. What we get into:Why "I make intros and serve on boards" scores a 5 out of 10The application section where most GPs lose  How to use your existing LPs as a weapon onsiteThe follow up email everyone sends that gets ignoredWhy the GP who printed their logo on the sidewalk had the right ideaMy honest take: most GPs treat RAISE like a conference. It's not. It's a long form sales pitch that starts the second you submit your application and doesn't end for a year. Scott walks through how the LP selection committee actually scores you, what gets you a 5 vs a 10, and the follow up game that turned one Fund 1 GP's week in SF into $16M. If you're raising a fund, or thinking about it, apply before June 1.Link: https://events.raiseglobal.co/event/2026GlobalSummit/gps-apply-to-attend 

South Korea has leapfrogged the UK to become the world's eighth-largest equity market, prompting the team to consider the implications for geographic allocation within portfolios. Next, to mark the five-year anniversary of our sustainable multi-asset portfolios, we reflect on how sentiment toward renewable energy has evolved and how the rise of AI has fundamentally reshaped global power demand. Finally, we shine a spotlight on Veralto, a US-based water-treatment and quality-control business. This podcast was recorded on 6 May 2026. 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 fundsHannah Kennedy, Assistant Portfolio Manager – Multi AssetRahab Paracha, Sustainable Multi-Asset Investment SpecialistEmma Letheren, Multi-Asset Equity Research Analyst About 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. 

Nick Bruining, independent financial adviser, joins Nightlife regularly to talk about the ever-changing world of business and finance and what these changes mean for you.

Europe is often seen by US fund managers as complex, fragmented, and prohibitively expensive but is that perception really justified? In this episode of the Legal Zeidgeist, Kate Horgan is joined by Zeidler Group Head of US Scott Parkin to unpack the realities of entering the European market.Drawing on firsthand experience advising US managers and serving at the heart of international fund structures, Scott breaks down the myths and the mechanics of EU access from pre-marketing and private placement to the economics that ultimately drive every decision. Together, they explore the critical mindset shifts US firms need to make, why a one-size-fits-all strategy doesn't work in Europe, and how to approach expansion using a practical, step-by-step framework.Whether you're considering your first move into Europe or refining an existing strategy, this episode offers a clear, grounded roadmap to navigating one of the industry's most misunderstood opportunities.

In this episode, Warren Ingram and Pieter de Villiers discuss the nuances of investing in ETFs, active management, and the potential of individual stock picking for young investors. They explore strategies for diversification, the importance of simplicity, and how to approach local and global markets effectively.Chapters00:00 Introduction and Episode Overview00:15 Guest Introduction and Main Topics01:08 Current Portfolio Breakdown and Fees02:06 Should Young Investors Pick Individual Stocks?03:53 The Time and Effort Required for Stock Picking05:41 The Challenges of Stock Picking and Professional Limitations06:48 Active vs. Passive Management: Global Performance Insights08:07 Psychological Aspects of Buying and Selling Stocks09:04 The 5% Risk Rule for Individual Stocks and Crypto09:33 Diversification and Sector Exposure10:27 Learning from Fund Managers and ETF Selection11:06 Avoiding Hype and Market Noise11:40 South African ETF Market and Investment Choices13:12 The Overabundance of ETFs and Diversification Tips15:15 Keeping Investment Strategies Simple and Focused17:06 Asset Allocation Principles for Long-Term Goals18:59 The Importance of Following a Consistent Investment Plan19:26 Closing Remarks and Audience EngagementLearn more about Prescient Investment Management here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Pratik Agarwal, MD & CEO, Motilal Oswal Asset Management Company and Ashish Somaiyaa, CEO, WhiteOak Capital Asset Management, explain why they remain bullish on Indian markets despite oil shocks, FII selling, rupee pressure, gold volatility, AI disruption and global uncertainty.Markets are changing fast. Oil prices, OPEC shifts, US market highs, gold and silver moves, India's macro challenges and emerging market flows are all colliding at once. For investors, the key question is simple. Is this a time to fear market risk or prepare for the next big opportunity?This conversation explores how professional fund managers are thinking about Indian stock markets, investment strategy, asset allocation, market volatility, oil prices, rupee outlook, FII flows, gold, silver, AI investing, banks, IT stocks, EVs, renewables, energy transition and long term wealth creation.Are Indian markets pricing in too much fear? Is the US market too optimistic? Will oil prices hurt India's economy? Can active fund managers generate alpha in 2026? And where should smart money look when uncertainty is rising?This episode is essential for investors, business leaders, finance professionals, consultants, entrepreneurs and India-based professionals tracking markets, economy, business news, financial services, consulting, technology, manufacturing and global trends.Watch the full conversation to understand why market risk in 2026 may also be creating one of the most important investment opportunities for India.Subscribe to The Core Report for sharp conversations on business, markets, economy, technology, manufacturing, policy and global trends.#MarketRisk #IndianStockMarket #InvestmentStrategy #IndiaEconomy #FinancePodcast #TheCoreReport #TheCoreJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyDOWNLOAD The Complete Playbook on How To Start a Fund: https://go.fundraisecapital.co/how-to-start-a-fundIn this episode of Making Billions, Ryan Miller explains why a fund is a scaling vehicle, not a launching vehicle, emphasizing that the $100 million equity floor is the minimum threshold for operational viability. For fund managers and high-net-worth investors, understanding the math behind management fees and unavoidable OPEX is the first step in avoiding the common "10-year trap" that kills most emerging managers.How do you launch a fund without going broke?Build the $100M Floor: Only launch a blind-pool fund when you have enough equity to cover the $250k+ in annual operating costs.Use SPVs to Scale: Prove your track record through deal-by-deal vehicles before committing to the complexity of a full fund structure.Sequence Trust First: Establish your brand through content and consistent returns so that LPs are ready to commit before you pay for formation.[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0zSupport the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager Dale Nicholls joins Stuart Rumble and Taosha Wang to explore three case studies, from China’s fast‑developing robotics sector and emerging small‑cap opportunities to Australia’s politically sensitive rare earths industry. Alongside analysts Reggie Pan, Sam Heithersay and Teddy Gao, he explains how deep, company‑level research shapes investment conviction and feeds directly into portfolio decisions. ------ Credits Producers: Patrick Graham, Judy Chen, Rory Fong, Dan ThamStudio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy SuAdditional support from Alexis Horsburgh and Shani SemenecEditor: Seb Morton-ClarkSee omnystudio.com/listener for privacy information.

What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager Dale Nicholls joins Stuart Rumble and Taosha Wang to explore three case studies, from China’s fast‑developing robotics sector and emerging small‑cap opportunities to Australia’s politically sensitive rare earths industry. Alongside analysts Reggie Pan, Sam Heithersay and Teddy Gao, he explains how deep, company‑level research shapes investment conviction and feeds directly into portfolio decisions. ------ Credits Producers: Patrick Graham, Judy Chen, Rory Fong, Dan ThamStudio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy SuAdditional support from Alexis Horsburgh and Shani SemenecEditor: Seb Morton-ClarkSee omnystudio.com/listener for privacy information.

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: What's significant about Uganda's national pension fund's effort to stand up a locally focused fund of funds; unraveling the controversy surrounding KKR's lucrative employee ownership exit from CoolIT; and, unpacking the failure of the impact advisory firm Align Impact.To try ImpactAlpha Edge yourself, ⁠click here⁠.For more on these stories:“Let KKR do its thing while we convert thousands more companies to 100% employee ownership,” by Aner Ben-Ami"With shared ownership, $4.8 billion sale of CoolIT gives workers a cut of AI-driven gains," by Roody Senatus"Better financing can make employee ownership a game-changer for workers," by Antony Bugg Levine“Pension fund in Uganda readies a $100 million fund of funds to create jobs – and savers,” by Lucy Ngige“After 12 years, advisory firm Align Impact to shut down at the end of the month,” by David Bank

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: What's significant about Uganda's national pension fund's effort to stand up a locally focused fund of funds; unraveling the controversy surrounding KKR's lucrative employee ownership exit from CoolIT; and, unpacking the failure of the impact advisory firm Align Impact.To try ImpactAlpha Edge yourself, ⁠⁠click here⁠⁠.For more on these stories:“⁠Let KKR do its thing while we convert thousands more companies to 100% employee ownership⁠,” by Aner Ben-Ami"⁠With shared ownership, $4.8 billion sale of CoolIT gives workers a cut of AI-driven gains⁠," by Roody Senatus"⁠Better financing can make employee ownership a game-changer for workers⁠," by Antony Bugg Levine“⁠Pension fund in Uganda readies a $100 million fund of funds to create jobs – and savers⁠,” by Lucy Ngige“⁠After 12 years, advisory firm Align Impact to shut down at the end of the month⁠,” by David Bank

In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of resilient long‑term investing. Against a backdrop of rapid technological change and short‑term market narratives, the discussion focuses on how real assets such as roads, airports and long‑term concessions can deliver predictable cash flows and durable returns. Using Vinci as a case study, the episode offers a practical perspective on quality, compounding and why some fundamentals still matter deeply in an AI‑driven world. LinkedIn · YouTube

In this Daily Editorial, we are joined by Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. Following a dramatic market reversal throughout April, Dana breaks down the technical signals driving the current "V-shaped" recovery and whether the internal data supports a sustained move higher. Key topics discussed in this episode: The Mechanics of the V-Bottom: An analysis of how extreme bearish positioning and institutional short covering served as the primary fuel for the recent price thrust. Software's Contrarian Setup: Why the IGV (Software ETF) is currently presenting a unique technical entry point despite diverging from traditional relative strength models. Evaluating Market Breadth: Insights into the "under the hood" data and why increased participation from mid-caps and the Russell 2000 is critical for the next leg of the rally. Sector Leadership and Relative Strength: Identifying the top-performing sectors, including semiconductors and international markets, that are currently leading the charge to new highs. Outlook on Bonds and Metals: A look at the challenging short-term environment for precious metals and the current trend in Treasury yields. Stocks and ETFs mentioned: IGV, SLV, BTC, ETH.   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (0:43)  — Fred Liu's Investment Philosophy (2:39)  — Looking for Owner-Operators (4:49)  — Why Fred Liu Concentrates His Portfolio (8:29)  — Thoughts on Trimming Winners (16:03)  — Investing in Rational Capital Allocators (19:15)  — What Fred Liu Saw in Sea Limited and Shopee in 2018 (32:38)  — Why Amazon Isn't Successful Globally & How Pinduoduo Took Over Alibaba (44:49)  — Why Fred Liu Exited Pinduoduo (46:48)  — Expectations With Sea Limited  (51:48)  — Shopee's Strategy in Brazil Compared to Mercado Libre (58:22)  — AppLovin Investment Thesis (1:05:07)  — Expectations for AppLovin Going Forward (1:09:15)  — AppLovin's Risks (1:11:49)  — Where You Can Find Fred Liu -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here. *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers

It's the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec unpack what Cook leaves behind, whether Apple's AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO.Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering.In this episode: 00:00 Intro & Episode Overview01:54 GLP-1 Drugs Surprise Benefit05:04 Tim Cook steps down as Apple CEO10:57 Why Brad Jacobs and QXO have investors paying attention15:52 Bryce's Portfolio Strategy Update18:22 Community Q&A: GHHF, DHHF and geared ETF exposure20:42 Community Q&A: Debt Recycling vs Borrowing to Invest24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying29:31 Final Thoughts & Wrap UpOur Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3_2WOfFd7vr6AsY6nX6jQ1xRBRBefStocks & ETFs mentioned:Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

On Episode 851 of The Core Report, financial journalist Govindraj Ethiraj talks to Brian Torrey, General Manager - India and West Asia at Scoot as well as Arihant Jain, Fund Manager and Senior Investment Analyst at Franklin Templeton Asset Management (India).SHOW NOTES(00:00) The Take: The Lost Art of the Adventurer Capitalist(04:50) Resumption of peace talks will provide a floor to the markets.(07:21) India can access Russian oil again, for a month.(09:14) The first principles of investing in India, throwback with Mark Mobius.(15:06) Meet a mutual fund scheme that will short stocks.(21:44) How Indian travellers are choosing first time international destinations. For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠

On Episode 840 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Shah, President at The All India Plastics Manufacturers Association, Jay Kothari, Fund Manager and Senior Vice President, Global Head International Business and Lead Investment Strategist at DSP Asset Managers as well as Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune.SHOW NOTES(00:00) Stories of the Day(00:50) How Indian markets are adjusting to the mixed signals from the US on the war(04:27) Monsoons could be below average this year(14:03) Analysing the RBI's move to defend the rupee(23:37) The Government has cut duties on petrochemicals and polymer imports. Will it help India's plastics industry?For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyDOWNLOAD: The 401 K Access Roadmap For Alternative Fund Managers: https://go.fundraisecapital.co/401k-access-roadmapIs your fund missing the biggest regulatory shift in a decade?On August 7, 2025, President Trump signed the historic Executive Order "Democratizing Access to Alternative Assets for 401(k) Investors," effectively ending the "red light" era for private equity in retirement plans. This is not just a policy change; it is the total destruction of the barriers that kept $12.5 trillion in retirement capital locked in "tired" mutual funds. For the first time, the door is wide open for private equity, private credit, and real estate to become the new standard in American retirement.[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/The Fresh Patch Podcast - Where Good Pets Get It. Welcome to the Fresh Patch Podcast where we talk about everything, from dog...Listen on: Apple Podcasts Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

What does it really take to deliver strong returns without taking unnecessary risk? In this episode of Inside the mind of a fund manager, David Levinson, Head of Responsible Investment, is joined by Ian Anderson, Portfolio Manager of the Nedgroup Investments Property Fund, to explore how a differentiated, fundamentals driven approach has translated into smoother returns, resilient income growth and long-term consistency. They also unpack the thinking behind the Nedgroup Investments Property Fund, which was recently awarded the trophy for best risk-adjusted performance over five years to 31 December 2025 in the Best Real Estate Fund (SA and Global) category at the 2026 Raging Bull Awards. Tune in to this thoughtful discussion on how disciplined investment decisions, grounded in real assets and fundamentals, can improve the investor experience over time. LinkedIn · YouTube

In this episode, Bruno Raschio, Fund Manager and CEO of East Harbor Financial, shares his perspective on private credit, leasing, and asset-based investing, with a focus on capital preservation and steady returns.

In this episode, Bruno Raschio, Fund Manager and CEO of East Harbor Financial, shares his perspective on private credit, leasing, and asset-based investing, with a focus on capital preservation and steady returns.

In this Daily Editorial, we sit down with Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. As a focused technical trader, Dana joins us to cut through the geopolitical noise and provide an unemotional, data-driven look at the current market landscape. Following a significant week for the metals, we explore whether the current price action represents a buyable bottom or the beginning of a deeper bearish trend. Key Discussion Points: Precious Metals Support Levels: A detailed look at the Fibonacci confluence and the "lines in the sand" for Gold (GLD) and Silver (SLV) as they test critical support. The Gold Miners Outlook: Analyzing why GDX and GDXJ showed strength in February and what the recent reversal means for the intermediate-term bull narrative. Copper's Relative Strength: Why the base metal is currently trading in a more "orderly" fashion compared to the frothy blow-off tops seen in other parts of the complex. Broad Market Corrections: Dana explains his model's current stance on the tech sector, semiconductors, and international markets as they navigate a corrective phase. Risk Management & Cash Positions: Insights into why holding a higher cash position and fading "tape bombs" is essential during periods of high volatility.   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   ----------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

We can't predict how geopolitical events unfold, but how do investors adapt to market stress and maintain portfolios that remain robust regardless of the headlines?L&G's Chris Jeffery, Co-Head of Asset Allocation and Head of Macro; Aimee Bowkett, Fund Manager; and Chris Teschmacher, Fund Manager and Head of AA Investments Specialists discuss: Why uncertainty feels so acute and why the data tell a different story How ‘reckless prudence' means being too cautious could be a genuine risk Regret, diversification and the cost of being prepared For more insight into the team's prepare don't predict philosophy, read their playbook for geopolitical risk management and why uncertainty isn't the enemy. Please see the links below.Playbook for geopolitical risk management - https://blog.landg.com/categories/investment-strategy/prepare-dont-predict-prepare-dont-predict-a-timeless-playbook-for-geopolitical-risk-management/  Why uncertainty isn't the enemy – https://blog.landg.com/categories/investment-strategy/prepare-dont-predict-why-uncertainty-isnt-the-enemy/ This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 16 March 2026.For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market.For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, to unpack what markets have dubbed the “Saaspocalypse.” As investor enthusiasm around artificial intelligence has intensified, many software and data businesses have been sold off indiscriminately. But is all software equally vulnerable to disruption? Andrew explains why a long-term, real-return lens still matters, what investors mean when they talk about “systems of record”, and why deeply embedded software businesses with high switching costs and governance requirements may be more resilient than headlines suggest. The conversation also explores a recent portfolio decision to sell Alphabet, and how the team is thinking about software exposure more broadly. Tune in to this discussion on quality, valuation discipline and why nuance matters in a market dominated by a single AI narrative. The information contained in the podcast was for information purposes and does not constitute advice, recommendation, or an offer or solicitation to purchase or sell any funds or strategies to any person in any jurisdiction in which the offer, recommendation or solicitation would be unlawful. The opinions expressed are as of the date of publication and subject to change without notice. Any reliance placed on information contained in this material is at the sole discretion of the listener. All investments involve risks. For further information about our funds and the full legal disclaimer visit our website www.nedgroupinvestments.com. Nedgroup may and does seek to do business with the entities discussed in this podcast, so listeners should be aware that there is the potential for a conflict of interest surrounding the objectivity of the podcast. LinkedIn · YouTube

Bill Powers interviews resource fund manager Adrian Day about market volatility tied to war in Iran, comparisons to the late 1970s, and positioning in gold, oil, and commodities. Day argues the U.S. is moving into stagflation as employment and retail weaken while inflation remains stubborn, citing issues with unemployment data, rising credit card debt, and consumers trading down. He explains gold often rises before geopolitical events and then sells off as profits are taken, while remaining bullish on gold over the next 6–12 months. On oil, he says the oil stocks have rerated and are not especially cheap, so he has been selling oil stocks recently. Day expects commodities to benefit from underinvestment cycles and discusses copper supply constraints, demand risks from EVs and data centers, and his investment in Lara Exploration. 00:00 Intro 00:29 War Iran and 70s Echoes 01:42 Why Gold Shrugs Off War 04:12 Long Term Gold Bull Case 04:49 Oil Setup and ESG Headwinds 07:31 Stagflation Jobs and Spending 13:57 Inflation Reality Check 16:00 Commodities and Supply Cycles 18:27 Copper Shortage and Substitution 20:14 EVs Data Centers Demand Debate 25:11 Copper Investing and Recycling 28:00 How to Play Gold Stocks 35:37 Lara Exploration Thesis 39:44 Website Resources and Wrap Up https://adriandayassetmanagement.com/ 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. 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/

Derek Vickers is the Managing Partner of Vicktory Capital and Fund Manager of VC Equity Fund I, a value-add manufactured housing fund targeting high-growth Sun Belt markets. He oversees investment strategy, capital raising, and execution, with ownership in 50 manufactured housing communities totaling nearly 2,400 lots. Specializing in turning around mismanaged assets through rent-to-own conversions, operational improvements, and professional management, Derek has led multiple refinances that returned 100%+ of investor capital while preserving long-term equity. With a background leading a 100-person corporate sales organization, he now focuses on scaling the firm's vertically integrated platform across Florida, Arizona, Texas, and other key markets.   Here's some of the topics we covered:   From Partying and Rock Bottom to Building a Wealth Machine The Wake-Up Call That Changed Derek's Financial Future The Real Estate Fast Track Most People Miss Investing In Mobile Home Parks vs. Multifamily Apartments Why the Right Property Manager Makes or Breaks a Deal What Really Happens When You Buy a Mobile Home Park How to Win With Brokers and Unlock Off-Market Deals Creative Financing Moves That Supercharge Mobile Home Park Returns   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon. For more about Rod and his real estate investing journey go to www.rodkhleif.com

Send a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/apply"DOWNLOAD The DPI Liquidity Execution Pack: https://go.fundraisecapital.co/dpi-execution-packThe Private Equity market in 2026 is facing a massive DPI liquidity trap with a $3.2 trillion backlog of unsold companies. Are you a fund manager sitting on unrealized gains but zero cash to distribute to your LPs? In this masterclass, Ryan Miller breaks down the architect's blueprint for survival, exploring how to manufacture liquidity when the IPO window is shut. We dive deep into NAV facilities, continuation vehicles, strip sales, dividend recaps, and preferred equity to help you move from a "paper tiger" to a capital solution architect.This isn't just a podcast; it's a strategic briefing on the advanced financial engineering and secondary market maneuvers used by the world's elite firms. From mastering LPAC negotiations to surviving forensic audits, we're showing you how to satisfy the liquidity demands of pension funds and family offices without sacrificing your internal growth engine. Stop managing paper dreams and start distributing real-world alpha.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: The Fresh Patch Podcast - Where Good Pets Get It. Welcome to the Fresh Patch Podcast where we talk about everything, from dog...Listen on: Apple Podcasts Support 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.

‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest' – John Morris, Bank of America SA strategist.

In this episode of the Planet MicroCap Podcast, I'm joined by Jim Zimmerman, Founder & Fund Manager, and Abby Zimmerman, Research Analyst, of Lowell Capital Management to talk about their disciplined small-cap strategy built around what they call the “Fort Knox” balance sheet. At its core, it's about owning resilient, cash-generative businesses with little to no debt—companies that can not only survive volatility but use it to their advantage. We dive into why they focus on operating cash flow over EBITDA, how they hunt for overlooked “boring” niche leaders trading at value prices, what they look for in management teams, and why constant re-underwriting—“buy and homework,” not just buy and hold—is critical to long-term compounding in microcaps. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Lowell Capital Management, please visit: https://www.lowellcapitalmgmt.com/  Chapters: 00:00 Introduction to Lowell Capital Management 04:45 Jim Zimmerman's Investment Journey 09:52 Abby Zimmerman's Perspective on Investing 14:54 Core Investment Philosophy and Strategy 19:39 Engaging with Management and Assessing Companies 22:42 Evaluating Company Fundamentals 26:51 Avoiding Value Traps 29:37 Idea Generation and Networking 33:49 Learning from Investment Experiences 39:38 Evolving Investment Strategies Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Appreciation is great, but predictable cash flow is what enables a steady retirement. Real Estate funds are a great way to achieve steady cash flow because they're less risky than syndications because of a diversified base of assets. Jay Patel, Founder and Fund Manager of Proptex, helps investors and pre-retirees earn 11% annually backed by collateralized real estate. Proptex has stabilized assets, distressed properties, and debt in the fund to provide liquidity and the option to redeem out of your investment after a one-year hold period. Proptex invests in Assisted Living facilities, multifamily, Mobile Home Parks, and other cash flowing asset classes.

Watch on YouTube: https://youtu.be/rMpGqlHP6ng Lately, Covered Call ETFs have been under fire. Critics call them "yield traps," point to capped upside, and claim they are a mathematical mistake for Canadian investors. But is the "Total Return" argument the only one that matters? In this exclusive interview, we sit down with the CEO, President and Fund Managers at Harvest ETFs to get The Full Story. We didn't shy away from the tough questions. We asked about underperformance, the cost of capped upside, and why, even in the face of all the push back, billions are flowing into these strategies. The reality is simple: You can't eat "Total Return." For many investors, especially those nearing or in retirement, consistent, monthly cash flow is a strategic tool, not a mistake. We dive deep into why the "Index or Bust" mentality might be failing a large segment of the market and how these managers build products for real-life needs, not just spreadsheet models. In this video, we discuss:

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLeeTopics:The BackstoryYJ's path to lithiumThe learning processHis bullish forecasts EVs, E-trucks & BESSPicking winnersGanfeng & Tianqi turn bullishCATL's diminishing lithium market influenceIs another price spike coming?Thacker PassDLE & the SmackoverErametVulcanNemaskaCanadian potential?Rapid fire

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Discover how long it really takes to scale across single-family, multifamily, and retail while staying profitable in shifting markets. In this episode, Bryant Aplass breaks down his journey from exiting a Fortune 500-focused apparel business to becoming a developer and fund manager behind hundreds of millions of dollars in real estate transactions. Drawing directly from real-world experience, Bryant walks through his evolution into retail single-tenant net lease deals, value-add land packaging, and manufactured housing—explaining how disciplined execution, short deal cycles, and strong partnerships drive consistent outcomes. Investors and entrepreneurs will gain a clear, behind-the-scenes look at how capital is deployed, how risk is managed, and why operational simplicity and alignment with national credit tenants have become central to his current strategy. 5 Key Takeaways to learn from the EpisodeHow Bryant transitioned from a high-volume operating business into real estate and applied operational discipline to investing and development. Why single-tenant net lease retail and short-duration value-add projects are a core focus of his current investment strategy. The role of creative financing, mentorship, and partnerships in accelerating deal execution and reducing costly learning curves. How manufactured housing and land packaging are being used to address affordability while maintaining strong project economics. What investors should understand about fund structures, alignment with LPs, and prioritizing cash flow and certainty over long, speculative timelines. 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