Podcasts about Invesco

What will these final two months of trading hold for investors? We discuss with Trivariate's Adam Parker, NewEdge Wealth's Cameron Dawson and Invesco's Brian Levitt. Plus, Amazon surged following its first-ever deal with OpenAI. Big Technology's Alex Kantrowitz breaks down what he thinks this partnership could mean for the AI arms race. Goldman Sachs' Tony Pasquariello reveals his message to investors as we kick off a new trading month. And, star analyst Dan Ives tells us why he's raising his price target on Palantir ahead of that company's earnings in Overtime.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The topics, stocks and shares mentions / discussed include: Winning investments with global exposure, Goodwin / GDWN Belimo Holding Peel Hunt / PEEL Gattaca / GATC Invesco Asia Dragon Trust / IAD Amazon / AMZN Nvidia /NVDA AstraZeneca / AZN Apple / AAPL Microsoft / MSFT Atalaya Mining / ATYM The psychology of selling Long-term investing Menphys Charity Fundraise Investing & more. ShareScope special discount offer code ShareScope : TwinPetes Harriman House books Harriman House – Independently minded publishing support the TwinPetesInvesting Challenge Investors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge Henry Viola-Heir's blog Home – The Ethical Entrepreneur Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here where  Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

On episode 436 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss how behavior drives bull markets, how many companies outperform the S&P 500, bubble predictions, 5x ETFs, $20 lunches, surviving the AI capex boom, we need lower housing prices, why private credit is an easy sale to make, Halloween decorations and more. This episode is sponsored by Nuveen and Invesco. Invest like the future is watching. Visit https://www.nuveen.com/future to learn more. Visit https://www.invesco.com/ to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio's foundation. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

As talk of an “AI bubble” hits the headlines, we discuss key differences between today's artificial intelligence spending and the tech bubble of the late 1990s. We also talk to Invesco Real Estate's Chase Bolding and Charlie Rose about opportunities in real estate credit and equities. And, with extraordinary monetary policies facing some recent criticism, we remember the role of the Federal Reserve in dealing with the deflationary threats of 2008 and 2020. (Invesco Distributors, Inc.)

Send us a textThis week on Here's What We Know, we welcome voiceover artist and creative powerhouse Gina Scarpa. You may not recognize her face, but you've definitely heard her voice, from radio airwaves to major video games and promos for brands you know by heart.Gina opens up about her journey from hand-delivering cassette tapes to radio stations in Connecticut to becoming a full-time voice actor and respected coach. We'll explore the evolution of media, the realities of creative reinvention, and why finding your authentic voice, literally and figuratively, matters more than ever.In This Episode:The grit and heart behind building a voiceover career from scratchHow rejection can fuel resilience instead of fearWhy authenticity beats perfection every single timeThe parallels between gaming, storytelling, and self-discoveryThis episode is sponsored by:Reed Animal Hospital (Be sure to tell them Gary sent you!)Bio:Gina Scarpa is an accomplished professional voiceover artist and coach. She is currently available to appear as a guest on podcasts and can speak on a number of engaging topics. With a wide array of interests, Gina is a great podcast guest for a variety of programs.Gina has spent decades in radio broadcasting and voice acting. She is proud to have voiced national TV and radio commercials. Additionally, Gina has voiced video games and corporate content for some of the biggest brands in the country. Some of Gina's happy clients include VistaPrint, Burger King, Xfinity, L'Oreal, and Invesco. Gina also has a passion for both voicing and playing video games. She is a competitive gamer and is accomplished in Valorant, League of Legends, and other competitive games.Before taking her VO career full-time, Gina spent many years as an on-air radio DJ. She has also worked as a reality television journalist. As a potential podcast guest, she is able to speak on many topics that may grow your audience. With humor and warmth, she would be a good fit for your list of interested guests.Gina is also an award-winning teacher and director. She was named the 2019 ACE Educator of the Year by the Cultural Alliance of Fairfield County in CT. She is also the founder, owner, and Creative Director of Positive Voices Studio. This program provides coaching and educational programming for children, teens, and rising adult voice actors.Website: https://ginascarpa.com/LinkedIn: https://www.linkedin.com/in/ginascarpa/Instagram: https://www.instagram.com/ginascarpa/Connect with Gary: Gary's Website Follow Gary on Instagram Gary's Tiktok Gary's Facebook Watch the episodes on YouTube Advertise on the Podcast Thank you for listening. Let us know what you think about this episode. Leave us a review!

En Capital Intereconomía hemos celebrado una nueva Tertulia de Mercados con la participación de destacados expertos del sector financiero: Víctor Asensi, Country Head en España de DPAM; Félix de Gregorio, Business Development Manager de Nordea; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; y Mariano Guerenstein, co-head de clientes institucionales y ventas de J. Safra Sarasin AM. Los analistas han coincidido en que la actual temporada de resultados empresariales está siendo sólida, con un número elevado de compañías que están superando las expectativas del mercado, lo que refuerza el optimismo de los inversores. Sin embargo, algunos advierten que, pese a los buenos datos, el riesgo de complacencia podría aumentar si las bolsas siguen marcando máximos sin una mejora significativa en las previsiones de beneficios a medio plazo. Uno de los focos de debate ha sido el impacto de la reunión entre Estados Unidos y China, que ha contribuido a relajar las tensiones comerciales y mejorar el apetito por el riesgo. Los tertulianos han valorado positivamente este acercamiento, señalando que “cualquier signo de estabilidad entre las dos mayores economías del mundo se traduce en una mayor confianza en los mercados de renta variable y en un alivio en los bonos soberanos”. Respecto a la estrategia de inversión, los expertos han reflexionado sobre si el mercado se encuentra en una fase de exceso de optimismo. Algunos gestores recomiendan “mantener la exposición a renta variable, pero con una mayor diversificación sectorial y un enfoque más selectivo”, mientras que otros sugieren “ajustar ligeramente las carteras hacia activos defensivos para proteger las ganancias acumuladas durante el año”. En cuanto a las ideas de inversión, la renta fija sigue ganando protagonismo. Los representantes de las gestoras han coincidido en que los bonos corporativos de alta calidad y las emisiones soberanas a medio plazo ofrecen rentabilidades atractivas, especialmente en un entorno de tipos estables. En renta variable, destacan oportunidades en sectores como salud, tecnología y transición energética, con especial atención a compañías europeas que combinan crecimiento y dividendos sostenibles. La jornada se ha completado con el análisis de preapertura de los mercados junto a Alexis Ortega, profesor de Finanzas de la EAE Business School, quien ha subrayado que el sentimiento positivo de los inversores se apoya en los buenos resultados y la menor tensión geopolítica, aunque ha advertido de que “el mercado podría entrar en una fase de consolidación antes de un nuevo impulso de cara al cierre del año”.

Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA, Managing Director of Defined Contribution Solutions at Invesco to explore what this potential shift could mean for advisors, plan sponsors, and participants alike.Jenkins, who works with plan sponsors, consultants and advisors on DC-related products and custom applications, shares his thoughts on the shifting regulatory environment, interest levels among plan sponsors, different types of private market investments being considered, how they could help with potential diversification and limiting sequence-of-return risk, and more.See Also:Large-Cap Value Investing in 401(k) Plans with Invesco's Devin ArmstrongHow to Better Reach 401(k) Participants with Invesco's Greg Jenkins

This week: The downfall of First Brands and Tricolor has led to finger-pointing between banks and private credit firms. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss whether these fraud-related bankruptcies are a sign of major issues to come within the credit market. Then, car prices and sales are up across the board. The hosts cover the state of the auto industry, the spike in EV sales caused by expiring incentives, and what it's like to own a Crybertruck these days. And finally, QQQ is probably the only ETF you've heard of thanks to its aggressive advertising. The hosts explain the unusual structure of the wildly successful ETF that led to a Super Bowl ad level marketing budget but very little profit for its own trustee Invesco. In the Slate Plus episode: What the heck is going on with matcha prices?? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week: The downfall of First Brands and Tricolor has led to finger-pointing between banks and private credit firms. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss whether these fraud-related bankruptcies are a sign of major issues to come within the credit market. Then, car prices and sales are up across the board. The hosts cover the state of the auto industry, the spike in EV sales caused by expiring incentives, and what it's like to own a Crybertruck these days. And finally, QQQ is probably the only ETF you've heard of thanks to its aggressive advertising. The hosts explain the unusual structure of the wildly successful ETF that led to a Super Bowl ad level marketing budget but very little profit for its own trustee Invesco. In the Slate Plus episode: What the heck is going on with matcha prices?? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week: The downfall of First Brands and Tricolor has led to finger-pointing between banks and private credit firms. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss whether these fraud-related bankruptcies are a sign of major issues to come within the credit market. Then, car prices and sales are up across the board. The hosts cover the state of the auto industry, the spike in EV sales caused by expiring incentives, and what it's like to own a Crybertruck these days. And finally, QQQ is probably the only ETF you've heard of thanks to its aggressive advertising. The hosts explain the unusual structure of the wildly successful ETF that led to a Super Bowl ad level marketing budget but very little profit for its own trustee Invesco. In the Slate Plus episode: What the heck is going on with matcha prices?? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week: The downfall of First Brands and Tricolor has led to finger-pointing between banks and private credit firms. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss whether these fraud-related bankruptcies are a sign of major issues to come within the credit market. Then, car prices and sales are up across the board. The hosts cover the state of the auto industry, the spike in EV sales caused by expiring incentives, and what it's like to own a Crybertruck these days. And finally, QQQ is probably the only ETF you've heard of thanks to its aggressive advertising. The hosts explain the unusual structure of the wildly successful ETF that led to a Super Bowl ad level marketing budget but very little profit for its own trustee Invesco. In the Slate Plus episode: What the heck is going on with matcha prices?? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

The government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to last for several weeks. Global Head of Public Policy Jennifer Flitton tells us why she believes we'll get a final appropriations bill by the end of this year. We also explore what's driven the strong price of gold over the past few years. And we discuss which verb tense is best to use when describing the US economy: “is weakening” or “has weakened.” (Invesco Distributors, Inc.)

Las Bolsas comienzan la semana con el foco puesto en el posible cierre del Gobierno de Estados Unidos, una situación que genera incertidumbre en los mercados y podría impactar negativamente en la confianza de los inversores. A esto se suma una agenda macroeconómica intensa, con datos clave que podrían marcar el rumbo de la renta variable en Europa, EE.UU. y Asia. Entre las principales referencias de los próximos días destacan las cifras de PMI en China, Japón, EEUU y la eurozona, el dato adelantado de inflación en Europa, el PIB del segundo trimestre en EEUU, y el informe de empleo de septiembre en EEUU. Además compañías como Nike, Solaria y Tesco presentarán sus resultados. En la Tertulia de Mercados de Capital Intereconomía, Belén Ríos, jefa de ventas para Iberia en J. Safra Sarasin; Fernando Fernández-Bravo, responsable de ventas institucionales en Invesco; Juan Martín Valiente, socio de AMCHOR Investment Strategies; y Felipe Lería, Head de Iberia & Latam en UBP analizan si los resultados empresariales podrán actuar como catalizadores para los mercados y cuál será la hoja de ruta de la Reserva Federal en relación con los tipos de interés.

International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by American investors. Invesco's David Nadel is on a mission to change that.  WEALTHTRACK episode 2213, broadcast on 9-24-2025

ESG oder nicht – das ist hier die Frage. Invesco ist erneut zu Gast bei echtgeld.tv – diesmal mit einer neuen quantitativen Strategie im Gepäck:

On episode 430 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn't care about the labor market, the top 10% is powering the economy, Google vs. ChatGPT, gold vs. AI, IPOs vs. small caps, Americans are richer than you think, a bull market in midwest housing, social media was a mistake, Gen Z wealth inequality and much more. This episode is sponsored by Invesco and YCharts Visit https://www.invesco.com/us/en/solutions/fixed-income/investment-opportunities.html to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio's foundation. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at:⁠ ⁠⁠https://go.ycharts.com/animal-spirits⁠ Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Rising long rates globally have caused some concern among investors. We discuss why meaningfully higher long rates are a tail risk, but not our base case. Plus, we talk to Hemant Baijal, Head of Macro Alpha and Co-Head of Emerging Markets Debt, about some big shifts this year in international market performance and the US dollar. (Invesco Distributors, Inc.)

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Kevin Egan, CPA, Managing Director, Senior Portfolio Manager, and Co-Head of Credit Research for Invesco's Global Private Credit Team. Together, they take a deep dive into senior loans—an often misunderstood but increasingly relevant market for insurers. Kevin explains the fundamentals of the asset class, including the security and recovery profile of senior loans, their relative value compared to high yield, and how they've historically performed across market cycles.   The conversation also explores current dynamics shaping the space: demand from CLOs, shifts in direct lending, and sector trends insurers should be paying attention to. Kevin shares Invesco's outlook on where opportunities lie today, what risks are emerging, and how insurers can position themselves in a market environment defined by both resilience and competition.   Whether you're looking to better understand the mechanics of senior secured loans or gain insights into how they may fit within an insurance portfolio, this discussion offers practical takeaways from one of the leading voices in private credit.

Does today's bleak jobs report seal the deal for a September rate cut and how should you position around it? We discuss with Bank of America's Savita Subramanian, Invesco's Brian Levitt and NB Private Wealth's Shannon Saccocia. Plus, we break down the big bounce in Broadcom with star analyst Stacy Rasgon and shareholder Bill Baruch. And we drill down on the drop in Lululemon with analyst Brian Nagel. 

The S&P 500 added 0.8% to a new peak while the Nasdaq 100 rose 0.9% on Thursday. US futures edged higher in early Asian trading ahead of Friday's August jobs report. The Nikkei 225 index rose by more than 1% after President Donald Trump signed an executive order implementing his trade agreement with Japan. We get the latest from Balazs Penz, Bloomberg News Desk Editor in Hong Kong. He speaks with Bloomberg's Avril Hong and Paul Allen on The Asia Trade.The policy-sensitive US two-year yield fell three basis points to the lowest in around a year Thursday. Money markets almost fully priced in a Fed reduction this month and see at least two by year-end. The action reflected the latest readings on hiring and unemployment claims before Friday's jobs data, which is expected to extend the weakest stretch of US job growth since the pandemic. Slowing demand, rising costs and President Donald Trump's unpredictable trade policies have cooled hiring, adding pressure on the Fed to shore up the labor market. We get market perspective from David Chao, Global Market Strategist, Asia Pacific at Invesco.See omnystudio.com/listener for privacy information.

On this special Labor Day edition of Bloomberg Daybreak US, host Nathan Hager speaks with:1) Sarah House, Wells Fargo senior economist and Jennifer Lee, Senior Economist at BMO Capital Market on the upcoming meeting of the Federal Reserve and Fed independence. 2) Lori Calvasina, head of US equity strategy, RBC Capital Markets and Brian Levit, Global Market Strategist at Invesco on what to expect out of markets in the fall 3) Burt Flickinger, Managing Director at Strategic Resource Group, on the outlook for the retail sector. See omnystudio.com/listener for privacy information.

On episode 427 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss what happens to the stock market after Fed rate cuts, is this 1996 or 1999, why value stocks need a recession, investors love options, how people invested before the Internet, why we need a correction and much more. This episode is sponsored by Invesco. To learn more about Invesco's income advantage ETFs. Visit https://www.invesco.com/income-advantage Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P futures are pointing to a slightly lower open today, down 0.2%. Asian markets closed mostly lower today, and European equity markets are also weaker in early trades. President Trump announced the dismissal of Fed Governor Lisa Cook, citing alleged mortgage fraud and gross negligence. Cook, whose term runs until 2038, disputes Trump's authority to remove her and may seek an injunction to challenge the decision. Market analysts suggest that Cook's removal, combined with broader political interference, could weaken the dollar, steepen the Treasury yield curve, and undermine inflation-fighting efforts.Companies mentioned: Invesco, PDD, CSX Corp, Berkshire Hathaway

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by John Burrello, Senior Portfolio Manager at Invesco to discuss: their Income Advantage suite of ETFs, how options work, the risks involved in big payouts and more. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

The future of the dollar is dictated by the large overhang of unhedged dollar assets, says Hemant Baijal, head of macro alpha strategies at Invesco. Baijal joins Ira Jersey, Bloomberg Intelligence's head of US interest-rate strategy, and Will Hoffman, BI's senior US and Canada rates-strategy associate, on this episode of the Macro Matters podcast to discuss the world of international bond funds. They cover strategic approaches to managing global rates, credit and FX risks, and how those have shifted in recent months. They also explore relative value across nominal and inflation-linked curves. The Macro Matters podcast is part of BI's FICC Focus series.

Is it time to prepare for a bigger pullback in the AI trade? We discuss with Trivariate's Adam Parker, RBC Capital Markets' Lori Calvasina and Invesco's Brian Levitt. Plus, Bill Miller IV from Miller Value Partners weighs in crypto's wild ride. And, Allianz's Mohamed El-Erian tells us what he's expecting from Jackson Hole. 

At The Bond Buyer's Buy-Side Summit, panelists from BlackRock, Goldman Sachs, Invesco, and BAM Mutual explore how demand for customization, transparency, and active strategies is transforming the muni fund landscape.

Mid-cap manager Justin Livengood joins the podcast to discuss the surge in initial public offerings — a trend that he believes is more than just a temporary pop in activity. We also discuss why industrials and financials are his two favorite sectors right now, as well as his thoughts on stablecoins. (Invesco Distributors, Inc.)

The final cut audio premiere of The Quiet Warrior Show presents Patricia Walsh Chadwick's incredible journey in "BREAKING GLASS: Tales From The Witch of Wall Street." Kicked out of a religious cult at seventeen with nowhere to turn, Patricia Walsh Chadwick transformed trauma into triumph, climbing from the bottom rung to become a global partner at Invesco, overseeing $15 billion in assets. In this powerful conversation with Host Tom Dutta, Patricia reveals the raw truth about breaking barriers in the male-dominated world of finance, earning the moniker "The Witch of Wall Street," and how adaptability became her secret weapon for success. You'll discover how Patricia navigated gender bias on Wall Street, turned her outsider status into an advantage, managed pension funds for major corporations, and appeared regularly on CNBC, Bloomberg, and CNN as a trusted financial voice. Beyond her Wall Street success, Patricia's story takes an inspiring turn as she co-founded Anchor Health Initiative, serving 4,000 LGBTQ patients, and continues her mission through consulting and board leadership. This is more than a business success story - it's a masterclass in resilience, adaptability, and using your unique background as a competitive advantage. Patricia's memoir "Breaking Glass" provides the blueprint for anyone who's ever felt like an outsider trying to break into elite circles. Available now on The Quiet Warrior Show - rated Top 20 Leadership Podcasts in Canada by Feedspot. Now streaming across 15+ major podcast platforms via RSS feeds.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   The inaugural RIMS Texas Regional was held Aug. 4‒6 at the Henry B. Gonzalez Convention Center in San Antonio. Nearly 500 attendees filled the hall for the groundbreaking event, which united the Texas RIMS chapters and welcomed risk management professionals worldwide.   In this episode, Justin interviews Conference attendees Tiara Wallace, DFW RIMS Inclusivity Chair and Director of RISK Invesco US, Jason Turk,  Director of Operations for Bondy Law Group, and Founder of Swag for Schools, and Maximilian Glodde, Co-Founder and CEO of MEO Continuity. They discuss their experiences at the inaugural RIMS Texas Regional Conference, their risk management backgrounds, and their advice for risk managers today.   Listen to learn more about this inaugural annual RIMS Texas Regional event.   Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast, recorded and produced live onsite at the RIMS Texas Regional Conference 2025 in San Antonio. We have three fascinating perspectives today. [:47] RIMS-CRMP Workshops! The next Virtual RIMS-CRMP exam prep, co-hosted by Parima, will be held on September 2nd and 3rd. [:58] The next RIMS-CRMP-FED virtual workshop will be held on November 11th and 12th, and led by Joseph Mayo. Links to these courses can be found on the Certification Page of RIMS.org and through this episode's show notes. [1:14] RIMS Virtual Workshops! RIMS has launched a new course, “Intro to ERM for Senior Leaders.” It will be held again on November 4th and 5th and will be led by Elise Farnham. RIMS members enjoy deep discounts! [1:32] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:43] The next RIMS Webinar will be held on September 4th and will be led by AXA XL. It is titled “Lockdown & Level Up: Turn Up Your Cyber Security Game Against Creative Cyber Criminals”. [1:56] On October 30th, Swiss Re will present “Parametric Insurance: Providing Financial Certainty in Uncertain Times”. [2:04] Mark your calendars for November 17th and 18th for the RIMS ERM Conference 2025 in Seattle, Washington. The agenda is jam-packed with educational sessions that will resonate with risk practitioners in all stages of their careers. [2:25] See the full agenda at RIMS.org/ERM2025. Nominations are open for the RIMS Global ERM Award of Distinction 2025. The nomination deadline is Saturday, August 16th. The award is presented annually at the RIMS ERM Conference. There is a link in this episode's show notes. [2:52] If your organization's ERM program or one you know of deserves this recognition, we want to hear about it. Remember to send in that nomination form by August 16th. [3:03] RISKWORLD 2026 will be in Philadelphia, Pennsylvania, from May 3rd through May 6th. RIMS members can now lock in the 2025 rate for a full conference pass to RISKWORLD 2026 when registering by September 30th. [3:18] This also lets you enjoy earlier access to the RISKWORLD hotel block. Register by September 30th, and you will also be entered to win a $500 raffle. Don't miss out on this chance to plan and score some extra perks. [3:31] The members-only registration link is in this episode's show notes. If you are not yet a member, this is the time to join us. Visit RIMS.org/membership and build your risk network with us here at RIMS. [3:45] On with the show! The RIMS Texas Regional Conference 2025 was a smashing success, with nearly 500 attendees in the Henry B. González Convention Center in San Antonio! [3:58] Feedback has been wonderful, on everything from keynotes to educational sessions to networking opportunities. If you missed it this year, mark your calendar for August 10th through 12th, 2026. We will be back at the convention center in San Antonio next year. [4:14] Justin interviewed a few of the attendees, the first of whom is very well-known in the DFW RIMS Chapter. Tiara Wallace is a long-time DFW RIMS Chapter member, and she is also the Inclusivity Chair. [4:30] In her full-time job, Tiara is the Director of Risk Management for Invesco US. We're going to talk about construction risk in Texas and the power of inclusivity, and what it means for her and everyone at DFW RIMS. Let's get to it! [4:44] Interview! Tiara Wallace, welcome to RIMScast! [5:26] Tiara says it is amazing to see all four chapters come together with Global RIMS! It's been great meeting new folks, seeing new vendor partners, and meeting risk professionals from across the state of Texas. It's been a great event and a great turnout! [5:55] Tiara is part of the DFW RIMS Chapter and also sits on the Board for the Texas Regional as one of the contributors, to help bring together DFW's POV for the Texas Regional. [6:25] Tiara says we are stronger together, and it's been great to collaborate across the different chapters and meet folks she wouldn't ordinarily have met.  [6:44] Tiara is the Director of Risk Management for Invesco Real Estate. Invesco acquires real estate assets and develops and constructs new assets. Tiara handles the insurance for liability, property, environmental, claims management, and contract review. [7:07] Everything for risk management for a major property owner in Texas and across the U.S. [7:36] Tiara says that since the pandemic of 2020, Texas has seen an increase in folks flocking to DFW for the cost of living. That brought in more development, construction, and congestion on the roads. This required more labor and construction employees to build offices. [8:20] Tiara says there are issues in keeping up with the pace of people coming in. There is a labor shortage, and extreme weather with heat and flooding. For a couple of years, Texas had bad freezes that they were not prepared to handle. Justin says Texas faces unique exposures. [9:22] Tiara says, post-pandemic, we have supply chain issues. Some companies buy warehouses to store materials. Tiara worked for an owner-developer who had land and facilities to store materials. Manage great relationships with your vendors. Purchase locally. [9:53] Tiara looked at ways to shorten the pipeline so that when they had disruptions, they didn't delay projects. Invesco wanted to be able to continue construction so that folks would have a place to live, work, and play. [10:14] Tiara elaborates on partnerships and contract management. What does the contract say? What are we doing to protect not only ourselves but our vendor partners, to fulfill our fiduciary responsibility to continue to produce, build, and not go bankrupt? [11:37] Tiara thinks that safety takes a couple of things: first, your alignment and partnership with safety managers, even outside of your organization, to discuss challenges, and discussing claims history with teams on the ground to help them practice safety. [12:24] The second thing is to leverage your carriers' risk control/loss control department so they can come in and give you tools. [12:37] Typically, a risk manager is a team of one, so you have to be resourceful about whom you work with, and run it up to the organization to make sure they're aligned with it. [13:01] At Invesco, Tiara is in a team of three, and they partner with a larger risk management consulting group. Tiara has a risk analyst and a risk manager on her team, and they attack everything together. Tiara lays out the division of tasks between them. [13:44] Tiara is the Inclusivity Chair at RIMS DFW Chapter. It's a new role. They wanted to bridge the gap between ages, risk managers, carrier partners, and vendor partners. [14:34] They wanted everyone coming to a DFW RIMS event to know that they have a place where they feel they belong. They are a part of a community working together to advance the risk management and insurance industry within Dallas-Fort Worth. [15:20] Tiara says people have not taken a moment to pause and use a common-sense approach about inclusivity. We need to be intentional. Some of us are getting ready to exit our industry. We need to recruit people into it. [16:02] How are we making sure this industry will be around for the rest of our time? Insurance is an industry that touches everything. Inclusivity means everybody should be included in it. [16:54] Tiara is a transplant from Oklahoma City to Dallas. She knew few people here. When her boss asked her for risk management connections, she started with LinkedIn. She asked her broker, and they started a real estate council to help her with the questions she had. [18:53] Justin tells Tiara it has been inspiring to hear her story. He is glad she is doing so well and was able to join us on RIMScast live from the RIMS Texas Regional Conference 2025. Thank you, Tiara! [19:22] Quick Break for RIMS Events!  On September 18th, the 10th Annual Chicagoland Risk Forum will be held at The Old Post Office in Chicago. Register at ChicagoRIMS.org. [19:36] On October 1st through the 3rd, the RIMS Western Regional Conference will be held in North San Jose at the Santa Clara Marriott. The agenda is live. It looks fantastic! Visit RIMSWesternRegional.com and register today! [19:53] On November 17th and 18th, elevate your ERM Program and career at the RIMS ERM Conference 2025 in Seattle, Washington. The agenda is live, and early rates are available until September 5th. Register now to save $110 and secure your spot at the ERM event of the year. [20:15] Canadian listeners, take note, that's just a little bit South of the border in British Columbia. That's a great way to extend your knowledge after the RIMS Canada Conference. Visit RIMS.org/ERM2025 to register. [20:30] On with the Show! Our next guest was highly visible at the RIMS Texas Regional. He is Jason Turk, the Founder and Project Coordinator of the charity program, Swag for Schools. He is also the Director of Operations for the Bondy Law Group in Encino, California. [20:50] Jason is the former Membership Director for DFW RIMS. We will discuss his fascinating risk career and work with risk managers. We will learn about how Swag for Schools emphasizes sustainability by redistributing conference giveaways and giving back to the local community. [21:16] Interview! Jason Turk, welcome to RIMScast! [21:22] If you've been to DFW RIMS events, you may remember the Swag for Schools booth, which is manned by former Membership Director for DFW RIMS, Jason Turk. Jason, welcome to RIMScast! [22:03] Jason joined the Marine Corps in the early '90s and got out in '97. He worked as a security guard at the Workers' Compensation Appeals Board in San Bernardino. From there, he did surveillance and investigations in Southern California and then returned home to Texas. [22:36] Jason went to work for an investigation company in Dallas and became involved with the DFW RIMS Chapter. He worked in claims, Medicare compliance, and medical canvassing, and he was a California workers' compensation claims adjuster in the Dallas office of Crum & Forster. [22:58] He has a well-rounded career in claims. He's been involved with the DFW RIMS chapter since the early 2000s. [23:06] Jason is the Director of Operations of the Bondy Law Group. They do California workers' compensation defense. Jason tracks performance and maintains smooth communication in operations throughout the firm and with its clients. [23:36] Jason's goal has been to build relationships with the risk managers. His job directly impacts their bottom line, their employees, and the culture they set within their companies. [23:48] In Jason's experience, the workers' compensation world in California is a litigious area. He tries to make a positive impact on those employers and maintain long-term relationships. Jason's LinkedIn page link is in this episode's show notes. [24:19] Swag for Schools was born from an experience Jason had at a conference in 2019. Exhibitors were leaving, a storm was coming, and they abandoned boxes of marketing materials in the hall. Jason thought there had to be something he could do with those items. [24:48] He thought of donating the items, saving the exhibitors' shipping costs and time, saving the materials from going to a landfill, and doing some good, providing items to school teachers. There are a lot of items that the school teachers would go and purchase on their own. [25:04] That gave Jason the idea in 2019 to create Swag for Schools. He ran pilot tests in California and Texas, and it was very successful. Then COVID-19 hit, and conferences came to a grinding halt. [25:24] When Jason returned to the industry and the Bondy Law Group, he reinvigorated the program. Now they're on the 10th or more conference since resuming the program. [25:47] As a charity program, not a 501(c)(3), and not a non-profit, Swag for Schools does not seek or accept monetary donations. As a pass-through program, they will accept gift cards. They facilitate the donation to a local school in the area of the conference. They don't ship. [26:07] They accept typical conference swag: pens, notepads, water bottles, towels, and hand sanitizer. Many of the schools that receive the swag also support battered women's shelters, adult education, and other programs. Items not needed for schools can help other folks. [26:43] The stress balls they use in arts and crafts. Koozies get turned into hand puppets. The teachers find a way to utilize these items. [27:04] Swag for Schools doesn't have an expectation from the exhibitors. The items cost the exhibitors. Often, they want to take them home. Last year, they filled half of a 26-foot box truck with donation items that went to a school's foundation that went to K-12 and adult education. [27:35] Swag for Schools doesn't discriminate on the items because schools will find a way to use them. Unless it's a shot glass or something sharp, Swag for Schools will take it. [27:56] The items donated at the RIMS Texas Regional 2025 Conference will be boxed up and taken to Woodrow Wilson Elementary School in San Antonio, about four miles away from the Conference Center. [28:18] Woodrow Wilson School will put the items in a school store where the teachers can pull the items they need without paying for them or accounting for them, as they are donations. Every little bit helps. You never know what use someone is going to have for these items. [29:02] It helps the teachers who don't have to buy things for their class, and it helps the exhibitors on their ESG goals, not putting swag in a landfill. [29:14] Jason, it has been such a pleasure to see you again. As a reminder to the listeners, a link to the Swag for Schools LinkedIn page is in this episode's show notes. Jason, thank you for doing such wonderful work for yourself and on behalf of the greater risk community. [29:53] A Final Break! The Spencer Educational Foundation's goal to help build a talent pipeline of risk management and insurance professionals is achieved, in part, by its collaboration with risk management and insurance educators across the U.S. and Canada. [30:12] Since 1999, Spencer has awarded over $2.9 million to create more than 570 Risk Management Internships. The Internship Grants application process will open on August 15th, 2025. It will close on October 15th. [30:32] To be eligible, risk managers must be based in the U.S., Canada, or Bermuda. A link to the Internship Grants page is in this episode's show notes. You can always visit SpencerEd.org, as well. [30:46] The Spencer 2025 Funding their Future Gala will be held on Thursday, September 18th, at the Cipriani 42nd Street in Manhattan, New York. This year's honoree is Tim Ryan, the U.S. President of Lockton, and we look forward to having Tim join us here on RIMScast very soon. [31:05] A link to the Gala is also in this episode's show notes. Buy a ticket, enjoy a great night in the city, and support the future of risk management. [31:14] Our next guest is the Co-Founder and CEO of MEO Continuity, a risk management software company that helps you optimize business disruption response. [31:25] His name is Maximilian Glodde, and we discuss risk management and why it was so important for him, as the Founder and CEO of a startup, to join RIMS. [31:43] Interview! Maximilian Glodde, welcome to RIMScast! [31:45] Maximilian has been in RIMS and the risk management space for 10 years. MEO Continuity is a relatively young startup of just over three years. [32:29] Maximilian believes the biggest challenge for a startup is getting your word out. They had early validation that we had something people found valuable. We had to stay disciplined about staying in our lane. The big challenge is getting your name out and staying focused. [32:51] Maximilian says there is a lot that comes with starting a company. He has a completely different appreciation for HR. You take it for granted. He gives HR a big shoutout for the policies and procedures you don't think about. [33:11] Once you grow past your founding team, HR becomes very important. You need to think about what people care about at work and what makes them happy. [33:37] When Maximilian and Justin met in Denver at the ERM Conference 2023, MEO Continuity was just Christopher Wegman and Maximilian Glodde. They now have a team of over 15. They've grown fast, and they have wonderful clients in all different industries. [34:24] Maximilian had come from a large carrier, and RIMS was an event the carrier sponsored. Maximilian got to see what RIMS was all about. He knew, when he came out with MEO Continuity, they needed to start the journey by attending RIMS conferences. [34:45] RIMS conferences are attended by a high caliber of companies, vendors, and prospects. The first conference where MEO Continuity exhibited was RISKWORLD 2024 in San Diego. That event was a huge success. MEO Continuity got their message out. [35:28] Since exhibiting at RISKWORLD 2024, MEO Continuity has streamlined their conference preparation process. Maximilian liked that the RIMS team was very responsive to their many questions and answered them quickly. They felt super supported for a successful event. [35:57] That support and success is why they came back to RISKWORLD 2025 in Chicago. MEO Continuity will exhibit at the RIMS Canada Conference 2025, from September 14th through 17th, and at the RIMS Western Regional from October 1st through 3rd. [36:22] MEO Continuity will also exhibit at the RIMS ERM Conference in Seattle, on November 17th and 18th, and will co-present a session on November 17th, “Are You Mapping Your Value Chain Backwards?” with Emily Buckley of Specialized Bicycle Components. [36:52] Maximilian believes the value chain mapping process lives at the core of the risk management process. It's very difficult to manage and mitigate risk if you don't understand what's important in your value chain. [37:27] MEO Continuity is a proponent of starting at the end of the value chain, with your customers and working your way backward toward raw materials. When you map backward, wherever you stop, up to that point, you get some decision-useful information. [37:49] That's what the presentation will be about. Maximilian and Emily have been working together on it. [38:14] Maximilian shares his advice for risk professionals considering starting a company. You have to be somewhat crazy! If Maximilan had known all the things that could go wrong, he likely would not have taken that leap. Don't look too far forward. It will scare you to death! [38:35] Don't be afraid to get your name out there. Attending these RIMS conferences was very valuable for MEO Continuity. Maximilian adds that conferences increase the conversations you have and how often you talk about your product. You improve your presentation quickly. [39:02] Presenting in person is invaluable. It is authentic. Go to conferences. People are open to supporting and having those conversations. [39:24] Maximilian Glodde, thank you so much for joining us here on RIMScast!  [39:30] Special thanks again to all of my guests, and to everyone who attended, sponsored, and exhibited at the RIMS Texas Regional Conference  2025. This inaugural event was fantastic! [39:44] Be sure to mark your calendars for the 2nd Annual RIMS Texas Regional Conference from August 10th through 12th, 2026, back here in San Antonio! Be sure to check out the RIMS.org/events page for more information. [40:02] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [40:31] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [40:49] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [41:07] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [41:23] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [41:37] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [41:49] Practice good risk management, stay safe, and thank you again for your continuous support!   Links: RIMS ERM Conference 2025 — Nov. 17‒18 | RIMS Global ERM Award of Distinction 2025 Nominations Open Through Aug. 16 RIMS Canada 2025 — Sept. 14‒17 | Registration open! 10th Annual Chicagoland Risk Forum — Sept. 18 | Registration open! RIMS Western Regional — Oct 1‒3 | Bay Area, California | Registration open! RISKWORLD 2026 — Members-only early registration! Register through Sept 30! RIMS-Certified Risk Management Professional (RIMS-CRMP) The Strategic and Enterprise Risk Center Spencer Educational Foundation 2025 Funding Their Future Gala — Sept. 18, 2025 in NYC! RIMS-CRO Certificate in Advanced Enterprise Risk Management — Featuring Instructor James Lam! Next bi-weekly course begins Oct 9. 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CFRA's Aniket Ullal breaks down how the "Big, Beautiful Bill" is impacting the ETF space. He highlights telecom ETFs like iShares' IYZ as a sector-specific winner, thanks to tax incentives, which benefit companies like AT&T (T), T-Mobile (TMUS), and Verizon (VZ). Ullal also sees defense ETFs, like Invesco's PPA, outperforming, driven by increased defense spending, while healthcare ETFs like IHF are getting hit due to Medicaid reform provisions.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

History suggests that technology improves lives and standards of living, despite the fears that often accompany it, says Brian Levitt, global market strategist at Invesco. On this Macro Matters episode of the FICC Focus podcast series, Levitt is joined by host Ira Jersey, Bloomberg Intelligence's head of US interest-rate strategy, and Will Hoffman, BI senior US and Canada rates-strategy associate, to discuss the state of the economy and long-term structural trends. The trio also dives into short-term inflation dynamics, strategic investment decisions in times of uncertainty and risks to currently priced narratives across asset classes. The Macro Matters podcast is part of BI's FICC Focus series.

What might hold the key to the next move in this rally? We discuss with Trivariate's Adam Parker, Invesco's Brian Levitt and Capital Area Planning Group's Malcolm Ethridge. Plus, we get a pulse check on the credit market with Mark Okada of Sycamore Tree Capital. And, top financial advisor Rich Saperstein tells us how he is advising his clients right now. 

In December, China's Hainan Free Trade Port will launch island-wide independent customs operations. What are the details (00:45)?A new study from Invesco shows that nearly 60% of the world's sovereign wealth funds plan to increase their investments in China. What is driving this? What sectors in China are desirable to these funds (13:25)?

Don and Tom highlight what may be today's biggest stock market bargain: small-cap value stocks, which have drastically underperformed large-cap growth and now appear poised for long-term reversion to the mean. They explain why chasing big winners like Nvidia and Apple could backfire, and why broad diversification with a tilt toward small and value still makes sense. Callers get help with tax drag from old mutual funds, switching from expensive active funds to ETFs, household asset allocation, Roth conversions, and whether to sell a large single-stock inheritance. The show wraps with a well-deserved swipe at Jordan Belfort's shameless self-promotion. 0:05 Don kicks things off with a musical flashback: The Who's “Bargain” sets the tone for a segment on what may be today's biggest investing bargain—small value stocks. 2:00 The S&P 500 has averaged 13.2% annually since 2014; small caps lag at 7.2%. Investors are fleeing small-cap ETFs just as they may be poised for reversion to the mean. 3:30 The top five stocks in the S&P 500 are now five times larger than the entire Russell 2000. That kind of imbalance can't last forever. 5:08 Historically, small-cap value has outperformed large growth by ~4% annually over 100 years—yet most investors are overexposed to U.S. large-cap growth. 8:08 Instead of market timing, build a balanced portfolio based on your risk tolerance. Consider overweighting small and value, but don't ditch large caps entirely. 9:23 Even the worst year for small caps (2008, -34%) wasn't as bad as the S&P's peak-to-trough crash (-57%). Diversification isn't just smart—it's safer. 10:23 For equity allocation: a 1/3 split between large U.S., small U.S., and international may be simple, but effective. 11:59 Eugene from Baltimore has a $5M+ portfolio generating massive taxable income. Don and Tom recommend municipal bonds and more tax-efficient ETFs. 17:45 Mutual fund to ETF conversions (like those offered by Vanguard and Dimensional) could reduce Eugene's tax bill without triggering capital gains. 22:43 BJ from San Antonio holds a pricey Invesco fund (SMMIX) full of big tech—essentially a closet index fund with an 0.85% fee. Time to switch to low-cost, diversified ETFs. 25:38 Vanguard's VUG offers the same exposure with more holdings and a 0.04% fee—plus it's transparent, predictable, and consistent. 28:43 Ron in Lakeland wonders if he should copy his wife's ETFs. If your household has a unified asset allocation plan, identical holdings across accounts are fine. 31:27 Jerry from Lacey, WA asks whether to keep doing Roth conversions or start Social Security now. Don and Tom advise continuing tax-efficient conversions, possibly up to the 22% bracket, but not beyond. Also watch out for income thresholds that affect benefits like the $6K tax rebate. 35:46 Sherry (dropped call) inherited $4M in Microsoft. Diversify! But do it with a tax strategy and professional help. 36:49 Don reacts to a nauseating LinkedIn post by Jordan Belfort, reminding us that glorifying financial predators only feeds industry corruption. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Charlie Rose, Managing Director and Global Head of Debt at Invesco Real Estate, for a comprehensive conversation on the state of real estate credit markets and what insurers need to know right now. With nearly $10 billion in CRE debt AUM and a global mandate, Charlie shares insights on how Invesco is navigating a market still recovering from a historic value correction.   He explains the fundamentals of bridge lending, the firm's “credit over yield” approach, and how they integrate equity and credit insights to drive disciplined underwriting. Charlie also compares market dynamics in the U.S. and Europe, highlights where he sees relative value opportunities, and outlines what may lie ahead over the next 12–18 months. The episode closes with a thoughtful take on hiring, diversity, and the traits Invesco values in its team. It's a high-level, yet grounded discussion for institutional investors exploring real estate credit today.

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Chevron darf endlich Hess kaufen. Exxon und CNOOC sind sauer. Union Pacific will Norfolk Southern kaufen. Behörden sind skeptisch. Invesco hofft auf ETF-Geld. Salzgitter & Sarepta schmieren ab. Saab boomt weiter. Block geht in S&P 500, Trump verklagt News Corp. Tetra Pak ist leider nicht an der Börse. Aber die Familie dahinter. Sie steckt ihre Milliarden in Linde (WKN:  A3D7VW), Givaudan (WKN:  938427), International Flavors & Fragrances (WKN:  853881), SIG Group (WKN:  A2N5NU) und Sensient Technologies (WKN:  864463). KI, Rüstung und ein KGV von unter 20. Fujitsu (WKN: 855182) macht's möglich. Leider machte die Software von Fujitsu in der Vergangenheit auch den ein oder anderen Skandal möglich. Diesen Podcast vom 21.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Ron Kantowitz is the Head of Private Debt for Invesco's Global Senior Loan platform, where he leads a team that manages $50 billion focused on middle-market, senior secured, direct lending. Our conversation traces Ron's path to lending and three decades of experience alongside the evolution of the lending markets. We discuss his direct lending strategy, investment process, and perspectives on competition, the role of banks, and opportunities ahead for private credit investors. NA4597908 Capital Allocators and Invesco are not in any way affiliated. This information is intended for Institutional Investors that are US residents. Click here to view the full Disclaimer. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership  

Die Rendite des Frankfurter UCITS-ETF – Modern Value (WKN: FRA3TF) kann sich sehen lassen und übertrifft seit Auflage am 30. Juni 2022 den MSCI World deutlich. Die deutsche Fonds-Boutique Shareholder Value filtert 25 aussichtsreiche Aktientitel heraus. In dieser Folge sprechen wir mit Heiko Böhmer, Kapitalmarkstratege bei Shareholder Value, über den Markteintritt vor drei Jahren, die Value-Strategie, die Zusammensetzung sowie die Herangehensweise des ETFs. Erfahre also, wie sich dieser ETF von klassischen Indexprodukten unterscheidet – und ob er auch für dein Portfolio interessant sein könnte. ++++++++ Marketinginformation Wie können kleine, regelmäßige Investitionen über die Jahre zu einer beachtlichen Summe anwachsen? Mit ETFs und ETF-Sparplänen ist es einfacher, bequemer und kostengünstiger als du denkst. Der Welt-ETF von Invesco bietet Diversifikation mit Zugang zu über 4.000 Unternehmen weltweit und ist mit nur 0,15 % Gebühren pro Jahr sehr kosteneffizient. Bleib langfristig investiert, um Marktvolatilität zu überstehen und potenziell höhere Renditen zu erzielen. Und das beste zum Schluss: Wusstest du, dass du mit der ausschüttenden Version des Welt-ETFs von Invesco auch regelmäßige potenzielle Renditen ausgezahlt bekommst? Probier's aus und nutze den Sparplanrechner. Alle Infos unter: https://go.extraetf.com/invesco-etf-sparplan-rechner-podcast-16072025 ++++++++

What's next for stocks? Solus' Dan Greenhaus, Hightower's Stephanie Link and Invesco's Brian Levitt. Plus, Plexo Capital's Lo Toney tells us how he is playing the tech space right now. And, we get some top plays for your portfolio as we kick off the second half with Michael Bapis from Vios Advisors at Rockefeller Global. 

In dieser Folge dreht sich alles um die optimale Nachlassplanung und wie du dein Vermögen steuerneutral an die nächste Generation weitergeben kannst. Dr. Tatjana Rosendorfer erklärt, worauf du bei der Testamentserstellung achten musst, um die Erbschaftssteuer zu sparen und häufige Fehler zu vermeiden. Wie verhindert man Erbstreitigkeiten und sorgt für Fairness unter den Erben? Wir sprechen über Testament, Pflichtteil und sinnvolle Regelungen, die Familien schützen. Auch steuerliche Fallstricke und Gestaltungsoptionen werden beleuchtet. Lerne, wie du dein Vermögen erfolgreich vererben kannst. ++++++++ Marketinginformation Bist du auf der Suche nach einer Anlagestrategie, die dir helfen kann, langfristiges Wachstum zu erzielen? Die High Dividend Low Volatility Ansätze von Invesco unterstützen dich dabei, durch ein volatiles Marktumfeld zu navigieren. Investiere in Unternehmen, die potenziell hohe Dividenden zahlen und gleichzeitig eher geringe Volatilität aufweisen. Mit ETFs und ETF-Sparplänen kannst du bequem und kostengünstig investieren. Auf www.invesco.de findest du einen ETF-Sparplanrechner, der dir anhand von vergangenheitsbezogenen Beispielen zeigt, wie mit kleinen, regelmäßigen Investitionen ein langfristiger Vermögensaufbau möglich sein kann. Starte jetzt und probier's gleich aus! Kapitalanlagesrisiko. Link zum Angebot von Invesco https://go.extraetf.com/invesco-podcast-etf-sparplan-rechner-25062025 ++++++++

In this episode of The Leader's Journey Podcast, Jim Harrington is joined by coaches Rick Rorick and Nate Pyle to unpack what culture actually means within a church or organization—and why it matters more than we think. Together, they explore why “culture eats strategy for breakfast,” how culture shapes daily experiences for staff and volunteers, and how leaders can take intentional steps to build a healthy, life-giving environment that aligns with their values. If you've felt stuck in your church or organization's culture, or if you're wondering how to lead meaningful change, this conversation will give you both clarity and courage to take your next faithful steps. Rick Rorick is a Leader's Journey coach with decades of leadership in the business world, including at Invesco and Coca-Cola, bringing a passion for helping leaders and organizations build healthy, effective cultures. Nate Pyle is the pastor of Christ Community Church in Fishers, Indiana, and the author of Man Enough and More Than You Can Handle. He coaches leaders to cultivate emotionally healthy systems within their teams and churches, helping them navigate change with integrity and clarity. Conversation Overview: The true definition of culture Navigating the gap between aspirational values and lived experiences How addressing mistakes and conflicts builds healthier culture Why building culture requires personal transformation from leaders Why culture work is hard and why coaching is essential for lasting change   Resources Mentioned: Man Enough by Nate Pyle More Than You Can Handle by Nate Pyle The Leader's Journey 

Interactive Brokers' Steve Sosnick and Invesco's Brian Levitt break down the momentum and what could keep it going as the S&P 500 approaches record high. U.S. Special Envoy for Peace Missions Steve Witkoff discusses potential off-ramps to conflict in the Middle East and the state of the Iran-Israel ceasefire. PIMCO's Pramol Dhawan weighs in on global markets and emerging risks. Vanguard Chief Global Economist Joe Davis lays out his midyear outlook for rates, growth, and asset allocation. Plus, Scott Cohn reports from Meta's sprawling new data center campus in Louisiana, examining which states are winning the AI infrastructure race. 

International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt's “pessimism aversion” and why he prefers to stay optimistic about the big trends that promise to impact the future. (Invesco Distributors, Inc.)

Brian Levitt, global market strategist at Invesco, says that he came into the year expecting that the growth and inflation backdrop would support reasonable corporate earnings that could push the market higher. He still believes that -- despite expecting a slowdown, struggles with increased market volatility and higher inflation as a result of tariff impacts -- and said that modest earnings growth will result in single-digit equity gains for the rest of the year. Levitt made the case for expanded international investments, but said he would lean into quality as a factor, noting that high-grade companies will give the most shelter if the storm clouds deliver more trouble than Levitt and Invesco are currently forecasting. Certified financial therapist Nate Astle discusses a Beyond Finance study which showed the deep connections between financial strain and emotional well-being, suggesting that money isn't just a numbers game but a mental-health issue. Plus John Cole Scott, president of Closed-End Fund Advisors, answers listener questions about closed-end funds and whether premiums and returns of capital are as bad for investors as they are cracked up to be, whether interval funds are worth the illiquidity risk and more.

Strategas' Chris Verrone, NB Private Wealth's Shannon Saccocia and Invesco's Brian Levitt break down their forecasts for stocks amid the trade uncertainty. Plus, Professor Jeremy Siegel tells us why he favors a “cautionary cut.” And, Robinhood hit fresh all-time highs. We tell you what's driving that stock higher. 

The 90-day pause on US-China tariffs has prompted many questions: Will this make it easier for the Federal Reserve to cut interest rates? Will this end the speculation about the demise of American exceptionalism? In this episode, we tackle these issues and more. Plus, we interview Justin Leverenz, Chief Investment Officer of Invesco Developing Markets Equities, about his recent trip to China and his insights into the country's economy. (Invesco Distributors, Inc.)

On this episode of Animal Spirits: Talk Your Book, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, concentration within the S&P 500, looking at flows during the selloff in 2025, factor performance, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠A Wealth of Common Sense⁠ Michael Batnick's ⁠The Irrelevant Investor⁠ Feel free to shoot us an email at ⁠animalspirits@thecompoundnews.com⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: ⁠https://www.idontshop.com⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ The Compound Media, Incorporated, an affiliate of ⁠Ritholtz Wealth Management⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠https://ritholtzwealth.com/advertising-disclaimers⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 536: Neal and Toby talk about the tech stock meltdown that results in one of the worst days for the tech-heavy Nasdaq. Then, Canada has elected a new prime minister, former banker Mark Carney, who promises to combat US tariffs. Also, another Chinese AI tool just dropped and some are calling it another ‘DeepSeek' moment, while others aren't so impressed. Meanwhile, 5 years ago, the world was transformed by the COVID-19 pandemic and Toby looks at some of the trends that have lasted and some that fizzled out. Lastly, a wrap of other headlines you should know. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focus in a particular sector, such as technology, are subject to greater risks and are more greatly impacted by market volatility, than more diversified investments. Since ordinary brokerage commissions apply for each buy and sell transaction, frequent trading activity may increase the cost of ETFs. Invesco does not offer tax advice. Please consult your tax professional for information regarding your own personal tax situation. Diversification does not guarantee a profit or eliminate the risk of loss. Invesco Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices