Podcasts about global investing

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ In this episode, Mr Henderson discusses the growing momentum behind the 'Anywhere But the US' investment trend, as reported by The Wall Street Journal. With declining confidence in US assets and rising geopolitical tensions, he explains why emerging markets are poised to lead the next bull run. Mr Henderson shares where these emerging markets are and how to take advantage of them. From better valuations and higher yields to tax-friendly environments, he outlines why he's moving more of his wealth to the Global South and why you should be paying attention. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this episode should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management's Head of Multi-Manager Investments Ryan Friedman and Fund Manager Bronwen Trower, explores the art of staying the course in aa world that rarely does. Podcast key moments: 00:00 – Introduction 01:28 - What is the Investec World Axis Range Fund of funds and where does it sit in an investor's portfolio? 03:04 - What makes the Investec World Axis Range Fund of funds different? 05:28 – As a fund manager, how do you maintain a disciplined, long-term allocation framework amid extreme volatility and policy uncertainty? 09:08 – What's the biggest misconception that investors have about global investing today? 10:11 - Where are investors looking in fixed income? 12:18 - The dollar has been fluctuating for months, what is happening? And are there other currencies we should be thinking about? 17:10 - How does South Africa look relative to the rest of the world? 18:43 - Private markets at all rage at the moment 21:24 - What has anchored your investment philosophy across such divergent cycles? 22:45 - What's the one lesson you take from managing this fund across two turbulent decades and what's next? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

Global Thinking: Power Shifts, Trade Rifts, and Investment Lifts   In this no-holds-barred episode of the Global Thinking Podcast, host Rob Duncan sits down with AGF Investments CEO and CIO, Kevin McCreadie, to unpack the chaos, clarity, and contradictions shaping markets in 2025.   From political plot twists in Canada to the unpredictable theatre of Trump 2.0, they dive into how power moves and policy pivots are reshaping capital flows. Is U.S. exceptionalism running out of runway? Will Canada finally find its economic groove? And what does Europe's fiscal awakening and China's evolving role mean for global portfolios?   Kevin brings hard-earned insight on asset allocation in uncertain times, the growing appetite for alternatives, and why investors can't afford to ignore geopolitical risk anymore. They also touch on AI's rapid disruption and how smart advisors are getting ahead of the curve.   If you're looking for sugar-coated optimism, look elsewhere. But if you want the unfiltered take on where markets are headed and what it means for your money, this is the episode.       Chapters   (00:00) Introduction to Global Thinking Podcast (01:06) Kevin McCready's Role and Tenure at AGF Investments (03:20) Transformations in the Asset Management Industry (06:30) The Importance of Asset Allocation (08:07) Market Commentary: Understanding Current Trends (12:08) US Market Dynamics and Sector Performance (15:20) The Concept of US Exceptionalism (18:23) Political Landscape and Its Economic Implications (19:54) Interest Rates and Economic Strategies (24:04) The Trade War and Its Consequences (26:47) Canada's Political Shift and Economic Outlook (27:43) Navigating Political Landscapes and Economic Agendas (30:55) Canada's Global Standing and Trade Dynamics (34:36) Geopolitical Impacts on Europe and Defense Spending (38:04) Emerging Markets: Opportunities and Challenges (40:20) Investor Sentiment and Market Outlook (42:14) The Future of AI and Its Implications   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Books Mentioned: The Coming Wave…Mustafa Suleyman Nexus …Yuval Noah Harari AI 2024….Kai Fu-Lee   Thank for you listening, please considering leaving a review and subscribing for future episodes.   For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com  

In this 13-minute listen, we explore America's changing role in the global landscape, the influence of financial media, and the implications of the U.S losing its shine.

On this episode of the Deal Farm®, Kevin and Ken talk with Ladislas Maurice about how he built a life and career investing in real estate across the globe. From flipping properties in Montenegro to securing high-ROI rentals in Colombia, Ladislas shares practical strategies for international investing, residency options like golden visas, and why more North Americans are calling places like Montenegro home. Whether you're looking for lifestyle freedom or smart returns, this episode delivers real-world insights.

In this episode, Deepak and Shray unpack the ins and outs of international investing—why it matters, when it makes sense, and who it's really for. From rupee depreciation to political and geographical risks, they explore the key reasons to diversify your portfolio beyond India's borders. They also discuss a crucial question: At what level of capital does it become meaningful to place your money outside? The conversation weaves in perspectives from investing greats—Peter Lynch, who believed in the power of consumer insight, and Devina Mehra, whose latest book "Money Myths and Mantras" emphasizes global allocation as a must-have strategy. With fresh data on market returns (both in INR and local currency terms), the duo breaks down how different regions have performed—why Europe and China have struggled, and how the US tech boom, largely driven by the Nasdaq, has outshone the rest. But can the US continue to dominate, especially in light of Fed Chairman Powell's recent remarks on tariffs? They also touch upon an important side of global investing: taxation. From the complexities of capital gains to the lesser-known estate tax, and how investment vehicles like UCITS can help navigate these issues. Tune in for a comprehensive, no-fluff guide to international investing—what works, what to watch out for, and how to do it right. 0:00 - 2:10 Introduction 2:11 - 8:27 Why should you invest abroad? 8:28 - 10:53 Economic growth ≠ Shareholder returns 10:54 - 19:35 How to select international investments? 19:36 - 27:31 Regular international investments 27:32 - 32:17 Commodity Diversification 32:18 - 40:50 Managed International Investment Solutions 40:51 - 43:37 Good time to global? 43:38 - 47:17 Domestic vs. International Brokers 47:18 - 50:34 Tax on Foreign Equity 50:35 - 54:17 Tax Collected at Source 54:18 - 56:38 U.S. Estate Taxes 56:39 - 59:50 UCITS -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

Ladislas Maurice joins us today to discuss the benefits of global investing. He shares his experience in emerging markets, and the investing benefits of getting a second citizenships. He shared insights on identifying macro opportunities in various countries, such as Uzbekistan's stock market and Egypt's real estate deals. He emphasized diversification to manage risk and shares the benefits of second citizenships, including access, security, and generational opportunities. Today we discuss...  Ladislas Maurice shared his background in law, business, and his expat career with Nestlé before transitioning into global investing. He has spent the last eight years traveling full-time, investing in emerging markets, real estate, and exploring residency and citizenship solutions. Ladislas' investment approach involves spotting macro opportunities and then determining how best to play them on the ground. The importance of diversification in emerging markets to mitigate risks and handle portfolio volatility. How international real estate can offer residency and even citizenship benefits in some countries. Panama as a popular residency option, especially for Americans looking to hedge political uncertainty. The cyclical nature of Americans seeking second residencies based on political shifts in the U.S. People should not make rash decisions but instead take a step-by-step approach to investing and relocating abroad. The benefits of second citizenships, including travel freedom, access to opportunities, and protection against geopolitical risks. Countries offering citizenship through investment, including Turkey, Egypt, and Caribbean nations. Birthright citizenship in places like Mexico, Canada, and Brazil can be a strategic option for families. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  For more information, visit the show notes at https://moneytreepodcast.com/global-investing-ladislas-maurice 

In this conversation, Shiloh Lundahl shares his journey as an international real estate investor and coach, detailing his experiences from his first property purchase to building a substantial portfolio. He discusses the importance of strategic partnerships, navigating financial challenges, and the value of education through mastermind retreats. Shiloh also highlights his investments in Costa Rica and the unique retreats he hosts for investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong's CEO & CIO, Tyler Mordy, to unpack the evolving market landscape and the unmistakable “vibe shift” happening in global markets. The once-unstoppable dominance of U.S. equities and the MAG 7 is showing signs of fatigue while broader global markets are stepping into the spotlight. Europe is showing signs of economic resurgence, emerging markets are gaining traction, and investors are finally remembering there are stocks outside of the S&P 500.   They also break down the latest economic headlines, including the impact of Trump 2.0 policies, which were supposed to fuel growth but seem to be running in the opposite direction faster than Zelensky leaving the White House. Inflation, interest rates, and shifting investment narratives all come into play, along with a fresh take on the Canadian economy's potential.   Is this the beginning of a new global investment era? Tune in for insights and a look at where smart money might be heading next.   Chapters 00:00 Introduction to Global Investing 01:08 Market Dynamics and the Trump Effect 07:38 The Shift from MAG-7 to Broader Markets 14:03 Europe's Economic Resurgence 21:37 Emerging Markets: A Turning Point 26:15 Interest Rates and Inflation Outlook 28:06 Inflation: The Central Concern 35:14 The Canadian Dollar and Global Trade 39:13 Exploring Wealth Beyond Finances 43:28 Closing Thoughts and Recommendations   The 5 Types of Wealth - https://www.the5typesofwealth.com/   Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/ Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/  

In this episode of the Global Thinking podcast Rob sits down with Forstrong's Lead Portfolio Manager, David Kletz, to tackle two of the biggest forces shaping markets today: trade policy and technology. To start, they dive into the latest tariff turmoil, where Trump's abrupt policy flip-flop left markets scrambling. What does this unpredictability mean for global trade and investor confidence? David breaks down the broader economic uncertainty and how investors can position themselves amid shifting geopolitical tensions. To round it off the conversation turns to the tech sector, where DeepSeek rapid advancements sparked a major selloff in U.S. tech stocks raising questions about whether new leadership in artificial intelligence is emerging. Rob and David explore what this means for investors, sector rotations, and the future of innovation-driven market leadership.   Chapters 01:06 Market Reactions to AI Developments 03:11 Impact of Tariffs on Investment Strategies 06:52 Sector Analysis and Portfolio Protection 10:42 Opportunities in Global Markets 13:24 AI Developments and Market Implications 18:36 Interest Rates and Currency Volatility   Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/ Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/ 

In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 2025. The past year was further evidence we are not in a traditional economic cycle. In the face of elevated volatility, geopolitical tensions, and a charged political landscape markets powered higher. Yet, amidst the chaos, two themes stood tall: the commanding influence of tech giants and the unexpected resilience of global economic growth. Fast forward to 2025, and the drama continues—think Netflix-worthy twists. Trump 2.0 is shaking up the global order, reviving tariffs and hinting at economic annexation with Canada in the crosshairs. Meanwhile, Canada faces a leadership vacuum, a declared “productivity emergency”, and interest rate cuts that seem to be losing their punch. South of the border, U.S. equity valuations are flirting with new records as rate cuts may be postponed and government spending finally tightens. Globally, the stakes are just as high. China's deflationary concerns are sending shockwaves through markets, while Europe grapples with pivotal elections that could redefine its economic trajectory.  This episode delivers sharp insights into these unfolding narratives, offering investors a lens to navigate a year where resilience and rivalry go hand in hand.   Chapters 00:00 2024 Review: A Year of Volatility 15:05 2025 Outlook: Key Themes and Trends 17:26 Political Landscape: Elections and Economic Policies 22:07 Trump 2.0: Implications for Canada and Global Trade 28:06 Global Economic Dynamics and the Role of the U.S. 30:28 Canada's Economic Challenges and Opportunities 32:15 The Impact of Interest Rates on Economic Growth 36:00 China's Economic Policy and Global Implications 42:04 Reflections: Documentaries and Personal Insights   Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/ Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/ 

Ladislas Maurice is traveling the world, continually. On today's show we are talking about how he invests globally as he travels. You can connect with him at thewanderinginvestor.com ---------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

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In this episode of the Global Thinking Podcast, host Rob Duncan welcomes Keith Dicker, Founder and Chief Investment Officer at IceCap Asset Management, for an in-depth exploration of the global financial landscape. Keith shares captivating insights from his unique career path, the art of global investing, the power of networking, and why risk management remains the cornerstone of successful strategies.   Rob and Keith unpack the implications of climbing long-term interest rates, the mounting pressures of government debt and why this could lead to greater opportunities in the future. Keith dives into the intricate dance of inflation and energy markets, offering a sharp perspective on how central bank policies are shaping investment challenges and why you need to keep an eye on currency markets.   Chapters 00:00 Introduction to Global Investing Philosophy 01:34 Keith Dicker's Journey in Investment Management 05:42 Market Outlook: Opportunities and Risks 06:10 US Market Dynamics and Economic Indicators 10:04 Long-Term Interest Rates and Economic Growth 12:31 Government Debt and Fiscal Challenges 15:52 Global Savings and Investment Strategies 18:46 Currency Markets and Risk Management 22:31 US Economic Resilience and Investment Opportunities 31:41 Inflation Trends and Market Implications 32:09 Inflation Trends and Predictions 35:31 Energy Market Dynamics 37:23 Investment Strategies for Canadians 40:50 Market Opportunities and Concerns 44:04 Central Bank Policies and Currency Dynamics 50:50 Final Thoughts and Recommendations

You will learn about managing open-ended funds in this conversation Tal Peri, Head of U.S. East Coast and Latin America Real Estate at Union Investment, Germany's largest open-ended real estate fund with a global real estate AUM of $60 billion. Tal has extensive experience building a diverse portfolio which ranges from high-quality office spaces to retail and hospitality across major U.S. and international markets.   You'll hear about selecting markets strategically, how to balance risk across assets, and ways to operate in established and emerging markets. Tal provides insight into navigating cultural differences and adapting to local market dynamics for successful international investments.   You can connect with Tal on LinkedIn.    You can connect with me at: My website: JamesNelson.com LinkedIn: JamesNelsonNYC Instagram: JamesNelsonNYC Twitter: JamesNelsonNYC My Forbes.com articles: Forbes.com/sites/jamesnelson

2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated headlines. While many braced for a looming recession, markets defied expectations with strong returns—leaving many sidelined in cash or GICs, missing out on the upside. In this episode of the Global Thinking Podcast, Rob sits down with Forstrong's CEO and CIO, Tyler Mordy, to unpack the themes from Tyler's latest article, 5 Questions Keeping Investors Up at Night. Together, they tackle the big questions shaping today's investment landscape: Where are we in the economic cycle? Are geopolitical shocks here to stay? What impact could the U.S. election bring? Is China's economic stimulus a real game-changer? And, finally, what does the future hold for the powerhouse MAG-7 tech stocks? Join us for a deep dive into these pressing topics and find out why keeping perspective—and staying invested—matters now more than ever.   Chapters 00:00 Introduction 01:07 The Five Questions 02:36 Where are we in the Economic Cycle? 10:40 Are Geopolitical Shocks Becoming More Frequent? 17:06 What are the Implications of US Elections? 24:54 Are China's Economic Stimulus a Game Changer? 30:14 What is the Future of the MAG-7 Tech Stocks?   Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/  Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/  

Meet Genevieve Vienneau, Genevieve helps aspiring investors purchase their first international vacation rentals, combining her passion for global exploration, real estate investing, and risk management with over 17 years of corporate experience. In this episode, Genevieve talks about:Balancing investment returns with personal lifestyle goals when investing abroad.Aligning property choices with both financial objectives and desired lifestyle experiences.Considering local sentiments about tourism and development when evaluating potential investments.Managing international projects may involve challenges like time delays and differing communication styles.Focusing on personal needs over hypothetical guests when choosing property features, such as room numbers.Upgrades should be financially justified based on projected performance rather than personal preferences.A holistic approach to goal setting ensures that properties meet both investment and personal enjoyment criteria.About GenevieveGenevieve Vienneau is on a mission to help aspiring investors purchase their first international vacation rental, allowing them to enjoy the property with friends and family today while building wealth for the future. Her signature Lifestyle Investing Framework was born from the personal and practical challenges she encountered while acquiring her own international vacation rental, ensuring that others can avoid the mistakes she made along the way.As the co-founder and CEO of Nidala Properties Ltd, Genevieve oversees a diverse portfolio of income properties across Canada and internationally. With over two decades of travel experience spanning 30+ countries, including living and working in four, she is deeply passionate about exploring global opportunities and empowering others to do the same.Genevieve's expertise extends beyond real estate. With over 15 years of experience coaching and mentoring professionals, she excels at breaking down complex topics into practical strategies for success. Her bold decision to leave a six-figure corporate career after 17+ years to establish Via Global Strategy reflects her passion for world travel, hospitality, and real estate, combined with a keen ability to identify and mitigate risks in nearly any situation.Connect with GenevieveInstagram - instagram.com/fromlawyertoinvestorConnect with Danielle ChiassonWebsite: https://strategicsuccessconsulting.comLinkedIn: https://www.linkedin.com/in/daniellechiasson/Facebook: https://www.facebook.com/DaniChiassonInstagram: https://www.instagram.com/letsgetrealTikTok: https://www.tiktok.com/@danichiassonBook in a call: https://calendly.com/strategicsuccess/lets-get-real-estate-20-min-chat Listen in and subscribe for more.You can also leave us a review and of course, don't forget to share. I'm sure there are real people in your network who can take advantage of what they're going to learn from the show.Interested in becoming a guest on the show? Email admin@letsgetrealpodcast.com with the Subject: I want to be a guest! OR simply fill out: https://letsgetrealestatepodcast.com/be-a-guest/.

Nvidia notched a record close today, along with the S&P 500 and Dow. We break down what the next catalyst – or trap – could be for markets. Bernstein's Stacy Rasgon on if Nvidia has more room to run. Famed emerging markets investor Mark Mobius breaks down the top opportunities he is seeing right now, along with the risks he sees around the globe. Sam Poser, Williams Trading retail analyst, on what lays ahead for new Nike CEO Elliott Hill as he takes the reins. Flexport CEO Ryan Petersen on a wild time right now for logistics and shipping companies: coming out of a major port strike and looking ahead to less time for shoppers between Thanksgiving and Christmas. 

Over the past year, China has grappled with escalating challenges—from a real estate meltdown to tech crackdowns and slowing growth—leading many investors to deem the country "un-investable." However, recent policy moves from Beijing, including significant interest rate cuts and liquidity injections, may point to a major inflection point ahead.   In this episode, Rob Duncan speaks with Forstrong's Research Analyst, Shibo Gu, on the ground in Northern China. Together, they unpack the latest stimulus measures and their potential impact on investors eyeing opportunities in the world's second-largest economy. Is this renewed optimism justified, or should caution still prevail?   Chapters 00:00 Introduction to China's Economic Landscape 03:28 Stimulus Measures and Their Implications 08:42 Investment Opportunities in the Wake of Stimulus 12:04 Market Outlook and Investor Sentiment 18:09 On-the-Ground Insights from China   www.forstrong.com   Forstrong Insights   Previous posts on visiting China. Ask Forstrong: Postcard from China Global Thinking: Postcard from China, Part 2

Cody Shirk is a surfer, investor, and writer/founder of the Explorer Report. Basically, I want to be like Cody when I grow up. We spend 90 minutes discussing Cody's wild adventures traveling and investing in Latin America, his trip to Chernobyl to research uranium stocks, and how he thinks about gold, the US dollar, and other commodities. This was, by far, one of the most fun conversations I've had this year on the podcast. You're going to love it. Make sure to check Cody's writing out at codyshirk.com. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

I sit down with Courtney Powell, Managing Partner and Chief Operating Officer of 500 Global to discuss her journey from entrepreneur to global venture capital leader. Courtney shares insights on expanding 500 Global into emerging markets like MENA, balancing motherhood with her career, and the evolving landscape of education and female representation in tech. She also shares practical tips for pitching and fundraising, weaving personal stories and professional insights throughout the conversation.Support for the show comes from Capital.com a global investment platform.

I sit down with Courtney Powell, Managing Partner and Chief Operating Officer of 500 Global to discuss her journey from entrepreneur to global venture capital leader. Courtney shares insights on expanding 500 Global into emerging markets like MENA, balancing motherhood with her career, and the evolving landscape of education and female representation in tech. She also shares practical tips for pitching and fundraising, weaving personal stories and professional insights throughout the conversation. Support for the show comes from Capital.com a global investment platform. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meet Louis Ioannou, an industrious Industrial Constructor based in Ontario, who has overseen construction projects worth over 1 Billion since 1998, now expanding internationally while pursuing passions in cooking, travel, hockey, and personal growth.In this episode, Louis shares about:The importance of exploring opportunities in entrepreneurship and real estate, emphasizing the need to be ready to seize them when they arise.The value of networking and collaborating with professionals, agencies, and consultants, especially when expanding internationally, with Economic Development Canada being one such resource.The significance of investing in education, coaching, and professional services to avoid costly mistakes and accelerate growth in business.Mindset and personal growth as crucial factors in achieving success.The success of an event he organized, focused on sharing experiences, setting goals, and fostering personal development among participants.The importance of continuous learning and personal development in both business and personal life.How to embrace opportunities, seek professional guidance, invest in personal growth, and engage in networking and collaboration to achieve success in entrepreneurship and real estate.About LouisLouis is an accomplished Industrial Constructor based in Ontario, Canada, with a remarkable portfolio exceeding 1 Billion in construction since 1998. With a keen eye for expansion, he is venturing into international markets such as the United States and Southeast Asia, highlighted by their recent co-hosting of the prestigious UNAMED 2024 event. Looking ahead, Louis is poised to establish a presence in Florida while seizing opportunities in the Southeast Asian marketplace, all while pursuing passions for cooking, travel, hockey, and fitness alongside his cherished spouse.Connect with LouisInstagram - https://www.instagram.com/iamlouis_ioannouFacebook - https://www.facebook.com/iamlouis.ioannouConnect with Danielle ChiassonWebsite: https://strategicsuccessconsulting.comLinkedIn: https://www.linkedin.com/in/daniellechiasson/Facebook: https://www.facebook.com/DaniChiassonInstagram: https://www.instagram.com/letsgetrealTikTok: https://www.tiktok.com/@danichiassonBook in a call: https://calendly.com/strategicsuccess/lets-get-real-estate-20-min-chat Listen in and subscribe for more.You can also leave us a review and of course, don't forget to share. I'm sure there are real people in your network who can take advantage of what they're going to learn from the show.Interested in becoming a guest on the show? Email admin@letsgetrealpodcast.com with the Subject: I want to be a guest! OR simply fill out: https://letsgetrealestatepodcast.com/be-a-guest/.

There has been a flurry of geopolitical developments in recent weeks, from Congress passing a massive foreign aid bill to Cabinet members visiting China to India's elections. But the one that has grabbed the most attention―at least among your kids―is the potential banning of Chinese-owned TikTok. Jeff Kleintop, Schwab's chief global investment strategist, joins host Mike Townsend to discuss the implications of these developments for investors and to answer the question of whether TikTok really could be banned. Jeff also explores whether aid to Ukraine could change the course of its war with Russia, whether China's flooding of global markets with goods could impact U.S. inflation, and how shipping challenges are affecting the delivery of goods around the world. He weighs in on India's massive growth and shares his thoughts on how investors can take advantage of potential global opportunities.In his Washington update, Mike discusses the politics around the foreign aid bill and why the congressional legislative agenda is looking thin in the months ahead. He also provides perspective on next year's looming battle over tax reform and shares news of a recent IRS decision that directly impacts anyone who has recently inherited an IRA.WashingtonWise is an original podcast for investors from Charles Schwab. For more on the series, visit schwab.com/WashingtonWise.If you enjoy the show, please leave a ★★★★★ rating or review on Apple PodcastsImportant DisclosuresThe policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions. Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks. Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Small cap investments are subject to greater volatility than those in other asset categories.Currency trading is speculative, volatile and not suitable for all investors.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Rebalancing does not protect against losses or guarantee that an investor's goal will be met. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.​This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.(0524-003A)

David Osman of the IRF is joined by David Murrin, the Founder of Global Forecaster, who is renowned for the development of unique and effective behavioural models that predict financial markets. ----more---- In this podcast, David Murrin discusses the importance of the Kondratiev (K-wave) commodity super-cycle to the outlook both for inflation and other financial markets. He explains the implications of the K-wave (which is expected to peak in approximately 2030 or 2031) for his “Five Stages of Empire” model and what this means for empires in decline (such as USA and the EU) and empires that are rising (such as China and India). In the next few years, this has substantial inflationary ramifications for commodities, bonds, equities and currencies, particularly the US dollar. He outlines the way that rising geopolitical conflicts could lead to an escalation of the ongoing warfare between autocracies and democracies. This has dramatic consequences for global asset allocation decisions and favours an overweight investment in gold and many other commodities.   David's long career has been focused on finding deep-seated patterns in history and using them to understand and accurately predict both the geopolitical dynamics and the financial markets. Global Forecaster provides actionable real-time market analysis combined with a unique geopolitical overview.

Thinking about international investing? This episode is for you!On this episode of #PaisaVaisa, Anupam sits with Mihir Shirgaonkar of the PhilipCapital Group. He talks about the history of Global Markets and the importance of having a US dollar dominated portfolio. He shares new strategies of Phillip Ventures IFSC under PMS and how customers can utilize the same to their benefit. He further explains the benefits of Global PMS, and how the taxation of the same is different to domestic PMS. This and much more on this episode of #PaisaVaisa! Phillip Ventures IFSC is a part of PhillipCapital (India) Pvt. Ltd. Know more about Philip Ventures IFSC Pvt. Ltd. at: https://phillipventuresifsc.com/Find Mihir Shirgaonkar on Social Media:LinkedIn: ((3) Mihir Shirgaonkar, CFA | LinkedIn)Twitter: (https://twitter.com/shirgaonkarmih)Instagram: (https://twitter.com/shirgaonkarmih) Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ .See omnystudio.com/listener for privacy information.

The world of global investing with Portfolio Manager Darrin Erickson

In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international exposure, not just from the perspective of company domicile or sales exposure. Jeff will share their perspective on the state of the global economy, including the potential opportunities (attractive multiples or recovery from recession) and risks (whether climate, geopolitical concerns, or others), We'll be reminded that even domestic investors may not be exempt from many of these same concerns, but are we entering a period of foreign markets outpacing US markets?     Let's talk about Global Markets and International Investing!  To connect further with Jeffrey you can find him below: https://www.linkedin.com/in/jeffrey-kleintop-36427a9/ https://www.schwab.com/learn/author/jeffrey-kleintop https://twitter.com/jeffreykleintop To find out about the educational opportunities we discussed in this episode and more: https://www.fpanewengland.org/    

In this episode, Rob and Ileana are joined by René Lomelí, the Director of Operations at 500 Startups LATAM, a renowned venture capital firm in Mexico City. With over 10 years of experience at the company, René has played a crucial role in creating and leading the 16-week program for investments in Spanish-speaking Latin America, known as Somos Lucha, and has been involved in over 240 investments in the region. During the interview, René shares his inspiring origin story, growing up on the east coast of Mexico in Merida, and not being a "big city kid, and not being a Stanford or Harvard guy." He discusses his move to Mexico City and how it marked a significant serendipitous turning point in his life. The conversation delves into René's "entrepreneurial origin story" and experience organizing and facilitating Startup Weekends across Mexico, showcasing his dedication to fostering entrepreneurship in his City and now Mexico. He also shares valuable insights about his journey with 500 Startups, explaining how he met his partner at 500 Startups, Santiago Zavala, and how he became involved with the company. René sheds light on the inner workings of 500 LatAm and its mission to assist early-stage startups in various aspects such as business strategy, marketing, fundraising, and team building. One of the highlights of the conversation is René's reflection on the most memorable startups he has worked with and why they stood out to him. He offers a unique perspective on the role of technology, innovation, and capital in driving economic growth in emerging markets, emphasizing the potential for transformative change. Throughout the interview, René's genuine enthusiasm for the industry and positive energy shines through. His journey from witnessing the nascent stages of the Mexican entrepreneurial landscape to actively contributing to its consolidation, showcases his determination and commitment. Additionally, his passion for marathon running, having completed 10 marathons, offers a unique lens through which he has learned to endure pain and experience greater satisfaction upon reaching the finish line. Don't miss this captivating episode with René. Feel free to follow and engage with RENÉ here: LinkedIn: https://www.linkedin.com/in/rlomeli88/?originalSubdomain=mx  Instagram: https://www.instagram.com/rlomeli88/?hl=en  Twitter: https://twitter.com/rlomeli88?lang=en  Website: https://500.co Website for LATAM: https://latam.500.co/ We're so grateful to you, our growing audience of entrepreneurs, investors, builders, influencers and those interested in the entrepreneurial economies of Latin America and the under-represented entrepreneurial communities in the USA! Plug in, relax and enjoy some Spanish, English and a fun dose of spanglish as always. We're here to help inspire, educate and empower you, so that you can build the future! ¡Salud y gracias!, Mentors Today's Team --- Send in a voice message: https://podcasters.spotify.com/pod/show/mentorstoday/message

Managing Risk in a Volatile Market with Matthew McLennan's Approach The investment landscape has evolved significantly over the years, and with the uncertainty in the market, it is essential to adapt strategies accordingly to stay ahead of the game. As an investor, you must be open to new opportunities and practice intellectual humility, patience, and flexibility in your strategy. Methods should include differentiated investment approaches and a dedicated focus on long-term returns. Investors can make the mistake of obsessing over near-term economic metrics, including inflation, or striving for perfection in short-term results.  Join our conversation with guest Matthew McLennan as he shares his investment philosophy, risk management strategies for a volatile market, and outlook for the global economy. As co-head of the Global Value team and a portfolio manager of various strategies, Matthew has a wealth of experience in the investment industry. Prior to joining First Eagle, he co-founded and co-managed a focused global equity portfolio for offshore private wealth clients at Goldman Sachs Asset Management in London. He also served as the equity chief investment officer of the investment strategy group for Goldman Sachs' private client business. Learn how to create a high-performance investment portfolio that stands the test of time.What You Will Learn:● [00:01] Episode intro and a quick bio of the guest, Matthew McLennan● [02:55] How Matthew became interested in investing and in pursuing it as a career● [06:53] Investing landscape and how Matthew has adapted his strategy to stay ahead of the curve ● [08:58] Revolutionizing the traditional ways of handling balance sheets and asset  ● [11:45] Matthew's experience with the market and interest rates and how he repositioned  ● [19:19] How Matthew has preserved the culture of the First Eagle in the changing market ● [23:38] First Eagle; the use of gold and cash in the portfolio and the strategy behind it● [28:51] Mistakes investors make in the gold market in inflation and financial repression ● [33:01] How Matthew goes through the decision-making process of holding gold ● [34:44] First Eagle distribution in the world and the opportunities they see outside the US  ● [38:41] Where Matthew draws the line for factors that are more complex to a bottom-up analyst  ● [41:29] Tips to cultivate the right temperament and build in humility, patience, and flexibility in your strategy● [44:37] Matthew's investment time horizon, its nature, and offers in the Market● [45:50] What Matthew does at First Eagle as an investment portfolio manager● [49:54] The philosophy of position sizing and the mistake most investors make ● [51:52] What keeps Matthew awake in his investment strategy● [53:30] Where to learn more about Matthew's strategy and his company Tune in!Standout Quotes:● “Sometimes in life, you have to make all the right mistakes before you chart a more reasoned course.”- Matthew [02:57]● “Investing when done properly it is all about compounding out at a satisfactory rate of return and avoiding the permanent impairment of capital rather than swinging for the fences.”- Matthew [06:01] ● “Growth is only valuable if it is profitable.”- Matthew [10:32]● “A lot of good things in life take time; great artists are often recognized after they have painted theThe information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Another cracking episode for you. We have Alec Cutler, head of the Orbis Global Balanced Fund talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

We explore currency and how it impacts investments, and currency as an investment itself.To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

For investors in just about everything—equities, bonds, cryptocurrency—2022 has been a year to forget. Will 2023 be a different story? In the year's final episode, four of Schwab's top experts join Mike to talk about what's happened this year and whether the signs are pointing to a turnaround in 2023. Kathy Jones, Schwab's chief fixed income strategist, leads off the discussion by weighing in on the upcoming Fed meeting, the key data points the Fed is using to gauge inflation, and why 2023 is looking like a positive year for fixed-income investors. Chief Investment Strategist Liz Ann Sonders offers her take on the equity markets and why focusing on characteristics, rather than sectors, will be key in the year ahead. Jeff Kleintop, chief global investment strategist, looks at what central banks around the world are doing and how a variety of geopolitical risks will likely keep volatility high in global markets. And Randy Frederick, Schwab's managing director for trading and derivatives, discusses the likelihood of tougher regulation for cryptocurrencies and where traders are continuing to find investing opportunities in a rocky market.WashingtonWise is an original podcast for investors from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise.If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts. Important Disclosures:The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly. For more information on indexes please see www.schwab.com/indexdefinitions. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal. Digital currencies, such as bitcoin, are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view Bitcoin as a purely speculative instrument.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, illiquid and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Currencies are speculative, very volatile and are not suitable for all investors.(1222-2ZZ0)

Mohnish Pabrai's conversation with Lauren Templeton on Zenvesting podcast on July 25, 2022 (00:00:00) - Introduction (00:00:58) - Women Investors (00:09:04) - Lunch with Buffett (00:15:51) - Relationship with Charlie Munger (00:19:31) - My Journey towards Investing (00:29:48) - My Introduction to Warren Buffett (00:33:37) - Handling the Macro-economic Factors (00:35:37) - Investing in International Markets (00:45:15) - The Dakshana Story

A conversation with Lauren Goodwin, CFA, Economist, Director of Portfolio Strategy, New York Life Investments.

David McDonough is the Founder and CEO of Commonstock, a community platform that makes investing social by amplifying insights from top investors. In October last year they closed a $25M Series A round led by Coatue, including the likes of QED Investors, Floodgate and Bill Ackman. Before Commonstock, David worked in product strategy and ventures at Google and was previously an Investment Analyst at Greenspring Associates. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com

We managed to get Author, Futurist, and founding director of strategic insights company, Tomorrow Today, into the Easy Does It studio to talk about the bigger picture in the markets, and local and global economy at large.Graeme Codrington talks technology, institutional changes, demographics, natural resources and social values as they drive the world's economies and markets.As we look at the upcoming trends that will shape the globe and local financial markets, Graeme frames this conversation's outlook with a peak at the history that has shaped our current reality for greater context.From events in China to Middle Eastern relations with the US, and of course, how all of these play out for South Africans and local markets. This episode is for the future-focused global INVSTR in search for world-shaping opportunities.To kick-off the conversation we began with the events and consequences of the Ukraine war on the South African markets and consumers. Without getting complicated, we go deep with Graeme because that's the Easy way. So, if you're keen align your investments with global trends and the future then make sure to check out this episode as well as part 2.Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @FuturistGraeme or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Pandemic. War. Inflation. Deglobalization.   Investors around the world face one of the most uncertain and tumultuous periods in recent memory. The Ukraine invasion, a tightening labor market, and fragmented supply chains are driving rapid inflation, while rising interest rates will cause headwinds for growth.     With global capital markets shifting faster than ever, investors need to keep their finger on the pulse of change. Are we on the verge of a wage increase spiral? How is private capital changing the landscape for small firms? Can investors avoid greenwashing in their ESG exposure? What are the signposts for deglobalization?  Welcome to Season 2 of The Outthinking Investor – an award-winning podcast from PGIM.   In upcoming episodes, we'll speak with global thought leaders and PGIM experts to understand the current trends and forces reshaping global finance. We'll bring unique perspectives to the underappreciated challenges – and overlooked opportunities – that face investors today.  

This week on the #PaisaVaisa Podcast, Anupam Gupta is joined by two unique guests, Sitashwa Srivastava and Vinay Bharathwaj - Co-founders and Co-CEOs of Stockal where they discuss how global investing is evolving and much more! They initiate the conversation on how Stockal saw the opportunity in international investing, key transaction trends, and new areas of exploration. Further, they even get into their view on if International Investing is a new fad of bull markets? how Stockal is unique from other service providers? Any regulatory changes in the future? and much more on this episode of #PaisaVaisa with Anupam Gupta Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!Know more about Jupiter: ( https://jupiter.money/ )You can know more about Stockal: ( https://www.stockal.com/ )Facebook: ( https://www.facebook.com/getstockal )Twitter: ( https://twitter.com/getStockal )Linkedin: ( https://www.linkedin.com/company/stockal/ )Youtube: ( https://www.youtube.com/channel/UCvgjllLY0uBu6E0_anENpOg ) Instagram: ( https://www.instagram.com/getstockal )You can follow Sitashwa on social media:Twitter: ( https://twitter.com/sitashwa )Linkedin: ( https://www.linkedin.com/in/sitashwa )You can follow Vinay on social media:Twitter: ( https://twitter.com/VinayBharathwaj)Linkedin: ( https://www.linkedin.com/in/vinaybharathwaj )Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: ( https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at https://www.ivmpodcasts.com/

Even though we start this conversation about Billions, the tv show, the essence of this episode is all about us Talking Cents. Allow us to introduce one of the most engaging and active members of the online finance community David (Talking Cents).David runs the Talking Cents newsletter and YouTube channel, which is all about financial education and literacy. In this chat we lift the curtain behind David's growing machine as he started taking money seriously from the age of 14. Talk about starting them young!The Asia-based finance content creator takes us on his personal finance journey, which we hope will resonate with our thousands of INVSTRs and potential billionaires tuning into Easy Does It.Hit the play button to join in on this intimate and vulnerable conversation about growing up and establishing a relationship with money, investing in international shares and striking a balance in diversification, to finding the ingredients in cooking up a portfolio to your taste. Before we can start talking about big dollars, join us as we talk cents. And if you haven't kickstarted your own adventure in investing because you'd like more guidance from other seasoned market watchers, head on over to EasyEquities' Research Portal for insights from the pros and analysts contributing to the Easy library of stock research. Start today!Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @talkcentss or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider)

It's all about Global Investing Made Easy. That's not just the topic for this episode, it's also the title of award-winning financial planner, podcaster, and author Warren Ingram's latest book. Among other themes covered, we take a sneak peek into Warren's own portfolio, which is split between index funds and companies listed on the London Stock Exchange, of which EasyEquities is set to offer soon!A self-admitted bad-stock-picker, Warren advocates for index and Exchange Traded Funds, especially for beginners. We also cover the tax implications for international investments as Warren introduces us to Death Duties – which has hectic implications that you will want to hear about if you're invested in international assets.Tune into this episode to get nuggets of info from a veteran in the financial landscape. And if you want more insight, make sure to grab a copy of Warren Ingram's ‘Global Investing Made Easy.'For more info on how to invest in US-listed shares on EasyEquities, make sure to follow this link: https://www.easyequities.co.za/international-sharesPress play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @WarrenIngram or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider)

Practical. Simple. Honest. Those are qualities we strive for at Easy HQ when it comes to supporting your investing and personal wealth journey. We reached out to the host of the Honest Money Podcast and award-winning financial planner, Warren Ingram, to give us the rundown on international investing from the South African investor's perspective. The episode even features SA's very own noisy tenants in the form of Hadeda birds to kick-off the recording!Whether you're thinking about taking your portfolio overseas by investing in international shares, or you have a lot of questions about it, then make sure to hit the play button on this episode.We talk about having shares in local as well as international markets and economies, investing in bigger, more sophisticated, markets and whether there are ingredients that make for a successful portfolio.The insightful conversation kicks off on the importance of having a clear vision of the life you want to lead, and the role money and consumption plays in attaining YOUR goals.For more info on how to invest in US-listed shares on EasyEquities, make sure to follow this link: https://www.easyequities.co.za/international-sharesPress play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @WarrenIngram or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider)

Today we're looking at global markets with Naveed Rahman, Institutional Portfolio Manager. Naveed is on the team behind Fidelity Global Intrinsic Value Class, which includes portfolio managers Joel Tillinghast, Salim Hart, Morgen Peck and Sam Chamovitz. Fidelity Global Intrinsic Value Class focuses on companies undervalued by the market and that have the potential for long-term capital appreciation. Today Naveed provides an update on the fund with host Pamela Ritchie, and also notes the fund doesn't necessarily have a mandate to be a low beta downside risk portfolio, but it is a happy impact. Naveed also shares his thoughts on the crisis in Ukraine, noting the market had a very defined direction prior to the Ukraine crisis. That direction was the markets being focused on what the central banks would do to combat high inflation. Recorded on March 2, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

FM Capital Group websiteTwitter: faithmight Lydia's LinkedInShow notesWe discussed Lydia's background in computer science and how she pivoted into trading and investing.Lydia started blogging and engaged with a community of traders online.She eventually started her own investment advisory firm, FM Capital Group, to apply her analysis and make investment decisions on behalf of clients.We discussed the importance of investor suitability and how FM Capital Group blends private and public markets to build  client portfolios.Lydia talked about her hands-on process to align client expectations with portfolio performance over the long-term.Opportunities in Africa's expanding middle class and the robust secondary market, which is often misunderstood. "Go into private markets with the aim of making more than one investment in companies that can create tremendous value over the next 10 years," Lydia said. Local investors are already active, and global players are entering the ecosystem. 

Learn more at thriventfunds.com | Follow us on LinkedIn

In this episode Alex MacPhail talks to Warren Ingram, understanding his background growing up in Cape Town and how he got into thinking that he could be a professional basketball player but ended up becoming a financial advisor and with an investment company. Warren is an award-winning Wealth Manager, author, public speaker and also the co-founder of Galileo Capital.Warren brought out his new book recently hot-off-the-press, Global Investing Made Easy, and that follows on from his other two books. The first book is about how to Become Your Own Financial Advisor. He also has a podcast called Honest Money where he answers your questions about what it is to invest, from basic ideas to complex things in investing.Please enjoy this conversation and remember to reach out via social media channels with your questions.ALEX MACPHAILEmail: alex@alexmacphail.co.zaTwitter: https://twitter.com/AlexMacPhail1Instagram: https://www.instagram.com/alexmacphail99LinkedIn: https://www.linkedin.com/in/flyingmogulYouTube: https://www.youtube.com/channel/UCztTx1LzCAnC4woeNOpU5-AWebsite: http://www.alexmacphail.co.zaAlex MacPhail Podcast - LinkedIn:  https://www.linkedin.com/company/alexmacphailpodcastWARREN INGRAMEmail: warren@galileocapital.co.za Twitter: https://twitter.com/WarrenIngramLinkedIn: https://www.linkedin.com/in/warren-ingram-b08b571Galileo Capital - Website: https://galileocapital.co.za/ PODCAST by Warren Ingram Honest Money - Twitter: https://twitter.com/honestmoneypod Honest Money - Website: https://honestmoney.co.za/podcast/ Honest Money - YouTube: https://www.youtube.com/channel/UCpvV8y06gG7A3_Ibk15T_FQBOOKS by Warren Ingram ~Global Investing Made Easy: Your Wealth-creating Guide to International MarketsKindle Edition: https://www.amazon.com/Global-Investing-Made-Easy-wealth-creating-ebook/dp/B09D7VV4NZ Google Books: https://books.google.co.za/books/about/Global_Investing_Made_Easy.html?id=Frc-EAAAQBAJ&source=kp_book_description&redir_esc=y~Become Your Own Financial Advisor: The real secrets to becoming financially independent Kindle Edition: https://www.amazon.com/gp/product/B07TKCPJS6/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i1Google Books: https://books.google.co.za/books?id=i0efDwAAQBAJ&source=gbs_book_other_versions 

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The FT has described our guest on this episode as one of 30 most influential people in the City of London. Moreover in the world of public and private investing there is repeated acknowledgement of him being one of today's great investment thinkers. The firm he joined back in 2001, Lansdowne Partners, is widely admired amongst the global institutional investment community, and his perspectives and performance have been widely sought after. In this conversation, we discuss Peter's investing career to date, his approach to evaluating companies, public and private, the exciting IP being developed around Oxford University and why he is so excited about the business and investing landscape today, along with other important perspectives. Peter initially describes the formative early years at Mercury Investment Management, some of the lessons he learned about investing and building a successful investment culture. He then describes his decision to join Lansdowne in 2001 and why he wanted to exploit the long/short opportunity set. He describes the analysis undertaken to identify Northern Rock as a highly vulnerable institution and how they established a potent short position that was immensely profitable for their investors. He continues by discussing the work post the Great Financial Crisis that led them to invest in many global brands as well as being early investors in the major tech platform companies such as Google and Amazon etc. Fast forwarding he describes the move to become long-only, the investment culture that they have created at Lansdowne. which incorporates an important need to calibrate and understand a wide range of possible outcomes for each investment they consider. Peter then moves to talk about the UK investing landscape and the opportunities he believes exist in public and private markets. Specifically he discusses some of the opportunities emanating from Oxford University and why the vaccine success offers opportunities for significant leaps forward in medical and other productivity gains. He also explains why he feels UK political risk has been mispriced and the important investing opportunities he has identified. He describes his involvement with world class sports men and women, and learning lessons about decision making under pressure. He also talks about balancing time pressures, improving his own productive capabilities and lessons he would share with others.

We're discussing high-conviction opportunities in global markets, active share, and recent market action with Danton Goei, Portfolio Manager with Davis ETFs and John Lunt, CEO of Lunt Capital. Plus, John speaks about his involvement with the Leavitt Institute for International Development. We thank Davis ETFs for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

In this episode, Elisa talks with Vikram Jethwani, a Kuwait-based digital marketing entrepreneur helping real estate businesses in the US, Middle-East and APAC regions with branding and growth marketing. Being a global entrepreneur and seasoned investor, Vikram has diverse experience with investing in various asset classes and he finds real estate investing the best as compared to stocks, forex and other instruments. Hungry for more of the ‘How' in real estate investing? Visit https://www.ezfiuniversity.com/ for in-depth articles and webinar recordings to start down your own road to Financial Independence. 1. Listen and Learn on our Podcast, "10,000 Roads to Financial Independence": https://bityl.co/4l3z 2. Subscribe to our channel: https://ytube.io/3C4F 3. Check out more about Vikram Jethwani & Marcom18: www.marcom18.com 4. Connect with Vikram on LinkedIn: https://www.linkedin.com/in/vikramjethwani/ 5. Check out Vikram's best-selling eBooks on Amazon: https://amz.run/4Cqj About Elisa Zhang: I am an owner and principal of over 1,000 apartment units across the USA. I'm an educator, an artist and a mother of two beautiful children. I am on a mission to help motivated individuals make money while they sleep and retire faster than they dreamed. What makes me so confident that I can guide someone to achieving this goal? It's the exact process I used to replace my annual W2 income of over $200k. Why not keep this all a secret for myself? Sharing the formula for Financial Independence is my way of showing gratitude and adding more value to the world.

As the years go by, it seems like the world has become significantly smaller. It has become easier by the day to reach other people and even set up your own business. In this episode, John Livesay interviews Sleem Hasan, the founder and CEO of Privity FZ LLE, to talk about global investing. He takes us through a global lens of his own journey that spans different countries and shares the different lessons and experiences he got. How can being globally competitive help you? What are the benefits of a global eye? Sleem answers these questions and more with John.