Podcasts about investing insights

Jason shared the sad news of the passing of his beloved dog, Coco, and discussed the current state of the housing market, highlighting the impact of rising mortgage rates and the challenges faced by the construction industry. He discusses the "perfect storm" impacting real estate: spiking mortgage rates, rising construction costs, labor shortages, and reduced inventory due to aging boomers. These factors signal increasing value for rental property owners. Hartman debunks market crash predictions, like exaggerated Phoenix listing data, emphasizing per capita analysis and sustainable investing. He advocates for cash flow properties in markets like TN, AL, FL, and select Phoenix areas over volatile cyclical markets. Learn why sensible, long-term real estate investing prevails. Today's sponsor https://JasonHartman.com/Connected offers real estate investors access to Connected Investors' PiN (Property Intelligence Network) software. This tool provides nationwide property data, including features like unlimited individual property skip tracing, comprehensive property reports, and a Contract Genie for generating legal documents. Subscription options are available on a monthly or annual basis, with the annual plan offering additional benefits such as a dedicated product specialist. The platform emphasizes its commitment to providing accurate, up-to-date information to assist investors in making informed decisions. Visit http://jasonhartman.com/connected today! #RealEstateInvesting #HousingMarket #RentalProperty #CashFlowInvesting #SustainableInvesting #MortgageRates #ConstructionCosts #LaborShortage #PhoenixRealEstate #InvestmentProperty #JasonHartman #EmpoweredInvestor #RealEstatePodcast #MarketAnalysis #InvestingStrategy  Key Takeaways: 1:30 Goodbye my beloved Coco 5:56 A Perfect Storm: What's breaking the housing market 10:12 Sponsor: https://jasonhartman.com/connected 11:33 Phoenix Market- This is how you debunk the Doomers 15:33 Chart: Cromford® Demand Index and Cromford® Supply Index 19:09 Jim Cramer warns Black Monday Market Crash 20:21 Jason's Ai avatar talks about the Hartman Comparison Index   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar economic rulebook is thrown out? Rich Mathieson, a senior portfolio manager within the Systematic Active Equities team, a quantitative investment group at BlackRock will take us through some of the pivotal moments in history where uncertainty was a catalyst for transformation in the insights and strategies used by investors. He'll share how that's playing out in markets today, including how he is using data and techniques that can help investors cut through the headline noise. This episode was recorded on April 22nd and published April 23rd.Key moments in this episode:00:00 Introduction to Market Volatility and Impact of Tariff Policies02:41 Unique Features of Current Market06:29 Artificial Intelligence in Investing08:14 Analyzing Trade Tensions11:05 Current Market Environment13:51 Investment Opportunities15:43 Portfolio Construction Insights17:20 Conclusion and Next Episode PreviewSources: “Stocks Advance as Nvidia Closes at All-Time High: Markets Wrap”, Bloomberg January 2025; “Investors haven't been this bearish in 30 years” Blooomberg, April 2025; “Is This The Brink Of The Recession We Have Yet To Have?” Bloomberg, April 2025; BlackRock Systematic, as of April 22, 2025. Comment references momentum and crowding signals; Bloomberg data for MSCI World Index performance, referencing performance during the month of April 2025; “As tariffs roil the markets, here's why some sectors are faring worse than others”, CBC News April 2025; “The Magnificent 7's lousy year, by the numbers”, CNBC, April 2025; Bloomberg, performance of S&P 500 Index for 2023 and 2024

In this episode, the hosts engage in a lively discussion about their experiences as UPS drivers, the importance of community through their Discord server, and the humorous anecdotes that come with the job. They are then joined by their guest Luke and delve into the evolution of body shops, the significance of preloaders, and share personal stories about winter weather and unexpected wardrobe malfunctions. The conversation highlights the camaraderie among drivers and the unique challenges they face in their daily work lives. In this engaging conversation, the hosts and guest discuss a variety of topics ranging from the harsh winter weather experiences to the evolution of corporate culture and employee recognition. They share personal stories about mentorship and career paths, delve into investing insights particularly around Bitcoin, and explore the dynamics of podcasting and collaboration. The conversation is filled with humor, personal stories, and reflections on the changes in their professional lives. Chapters 00:00 Introduction and Patreon Shoutouts 01:19 Discord Community Engagement 02:44 Daily Life and Work Experiences 05:34 Key Fob Mystery and Work Anecdotes 08:30 Introducing Luke: Background and Journey 13:44 Life as a UPS Driver: Challenges and Stories 18:10 The Evolution of Body Shops and Car Repairs 19:29 The Importance of Preloaders 25:32 Working at the Airport: Experiences and Stories 32:35 Winter Weather and Personal Anecdotes 33:28 Weather Woes and Winter Stories 38:32 Corporate Culture and Employee Recognition 44:57 Mentorship and Personal Stories 46:06 Career Paths and Life Choices 51:53 Investing Insights and Bitcoin Discussion 59:59 Podcasting Journey and Collaboration www.patreon.com/aitdpod THE OPINIONS EXPRESSED OR VIEWS EXPRESSED ON THIS PODCAST ARE THOSE OF THE HOSTS AND GUESTS AND DO NOT NECESSARILY REFLECT ANY DELIVERY COMPANY

Welcome to The Cashflow Project! In this episode, we sit down with Cameron Hastings, principal at Land Theory and advisor to multiple private funds. With a background in architecture and commercial real estate, Cameron shares key strategies for navigating market cycles, building strong portfolios, and identifying growth opportunities in emerging spaces. Whether you're diversifying or exploring new trends, this episode offers actionable insights from a seasoned expert. Tune in and learn how to turn vision into value!

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jumps in history. Meanwhile, long-term U.S. Treasury yields spiked, reflecting investors' altered risk perceptions in light of the tariff adjustments. At the same time, the U.S. dollar tumbled to three-year lows against major currencies, highlighting concerns about future currency valuations in these tumultuous times. But the question remains, how should investors respond when considering the implications of prolonged uncertainty, including potential recession risks, impacts on corporate investment, and consumer spending?In this episode of The Bid, Oscar Pulido is joined by Alex Brazier, Global Head of Investment & Portfolio Solutions and Helen Jewell, Chief Investment Officer for EMEA at BlackRock. Alex and Helen will help us unpack the details of this tariff pause, its effects on market dynamics, and provide strategic insights for investors considering how to navigate volatile markets.NOTE: This episode was recorded and published on April 15th 2025Key moments:00:00 Introduction to the Tariff Pause, Market Reactions and Volatility02:45 Discuss Historic Market Movements06:48 Equity Market Reactions09:13 Portfolio Strategies in Uncertain Times12:20 Investor Questions14:12 Looking Ahead: What Are Experts Looking For?18:46 Conclusion and Final ThoughtsThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresTariff pause, us tariff pause, The Bid, The Bid Investing podcast, Tariff War, Tariff Relief, Investing Insights, Tariffs and Economy, Tariff, TariffsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to explore the “four Ds” of property investment strategy: diversification, debt, direction, and defence. The trio highlights the significance of diversification, not just in property types, but also across lenders, loan types, and lease expirations to increase borrowing capacity and reduce risk. They recommend investors to proactively manage their debt by doing regular reviews and strategic refinancing to optimise cash flow and support long-term growth. The discussion then shifts to the importance of setting a clear direction for investments, staying vigilant and avoiding complacency, and ensuring that decisions align with long-term goals. The final D, defence, stresses the importance of protecting investments with adequate insurance coverage and maintaining liquidity to weather market fluctuations.

Send us a textDiscover the secrets of disciplined investing and strategic asset allocation with Stephen Parker, head of specialized strategies at JP Morgan Private Bank. In our conversation, we explore the nuances of aligning investments with personal goals, focusing on the importance of understanding individual needs, investment horizons, and risk tolerance. Stephen shares JP Morgan's insights on long-term forecasts for over 200 asset classes, emphasizing the critical role of maintaining discipline and the power of staying invested over time.Ever struggled with market volatility or wondered how to balance short-term needs with long-term growth? We unpack the concept of bucketing in financial planning, a strategy that segments investments into liquidity, lifestyle, and growth categories to meet various life goals. This approach not only helps navigate market fluctuations but also protects long-term plans from being disrupted by short-term market movements. Learn how strategic asset allocation, rebalancing, and viewing portfolio construction as a series of dimmers and dials can enhance your investment strategy.Join us as we tackle the complexities of economic forecasting, market timing, and the active versus passive management debate. Stephen sheds light on the importance of seeking contradictory information to improve decision-making and the strategic use of alternative investments. Even seasoned investors will find value in the discussion on the role of recessions in investment decisions and the balance between active management and passive strategies. This episode promises a wealth of knowledge to enhance your understanding of disciplined investing, making it a must-listen for anyone eager to sharpen their financial acumen.Show Notes:JPMorgan, 2025 Long Term Capital Market AssumptionsCembalest, Eye on the Market Outlook 2025Marks, On Bubble Watch (Jan 7 2025)Thanks for listening! Please be sure to review the podcast or send your comments to me by email at info@not-another-investment-podcast.com. And tell your friends!

I'm so glad you're joining me for episode 449, where I have the privilege of interviewing Eduardo Repetto, Chief Investment Officer at Avantis. In today's episode, we dive into recent market volatility, Warren Buffett's growing cash reserves, and the investment philosophy behind Avantis Investors. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #449. I created the Retirement Budget Calculator as a tool to help people build a solid retirement plan. Rather than making the tool exclusive to our clients, I decided to make it available to everyone because I believe all Americans deserve a well-thought-out retirement plan. Once you have a retirement plan, the next step is developing an investment strategy that aligns with your goals. That's where Parker Financial comes in—we help clients implement an investment strategy. To help you understand our approach, I've just finished creating a new ebook that explains our investment philosophy. You can download it for free by visiting RetirementBudgetCalculator.com. Just look for the "Invest" button in the upper right-hand corner, and you'll get access to my new ebook called "Investing in Retirement."        

In this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to discuss creating a decade-long property investment strategy focusing on clear goals, strategic planning, and adapting to market changes. The trio begins the podcast by reflecting on the early years of their investment journeys, highlighting the critical importance of the first year in property investment – a time when foundational decisions can either accelerate or derail an investor's path. The property experts also urge first-time investors to choose their advisers wisely, as they'll be key in putting together a tailored investment strategy that considers both current and future financial needs. The conversation also touches on the evolving landscape of property investment, where social media and digital platforms have introduced new dynamics and challenges.

In this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to celebrate the podcast's 10th anniversary and reflect on their property portfolio over the past decade. The trio begins the podcast by reflecting on the last 10 years of their investment journey, including the gains and losses in their portfolio and the evolution of the property market. They then introduce a new mini-series, Design Your Decade, which aims to guide both seasoned investors and newcomers through the process of crafting a 10-year plan for property investment success. Victor and Reshmi remind listeners that they are not a “one-size-fits-all” plan for property, and that designing your decade involves more than just buying properties; it is about creating a comprehensive plan that aligns with your lifestyle and goals.

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving landscape of activist investing.

In this interview with Doug Casey, we discuss what to expect in 2025. We also explore alternatives to traditional education, discussing Casey's upcoming book that offers guidance for young individuals seeking unconventional career paths. Personal anecdotes highlight the benefits of early childhood reading and exposure to diverse ideas, as we reflect on shifting perceptions of various professions. The discussion then turns to politics, examining the implications of recent leadership changes and their impact on personal freedom. We consider Trump's return to office, debating whether it strengthens governmental authority or exposes its inefficiencies, with a cautiously optimistic view of potential deregulation. The conversation expands into financial strategies, contrasting libertarian and anarcho-capitalist perspectives, and emphasizing the importance of asset accumulation, geographic diversification, and financial independence in an increasingly regulated world. Finally, we discuss entrepreneurship as a path to financial freedom, warning against the pitfalls of speculative trading and overvalued markets. This episode encourages a mindset of self-reliance, strategic planning, and adaptability in the face of societal and economic changes. Doug Casey's website: Chapter Timestamps (00:12) - Blue Light and Future Vision Discussion (10:22) - Government, Freedom, and Hopeful Outlook (17:05) - Financial Abundance and Personal Freedom (25:04) - Investment Strategies and Market Insights Doug Casey, financial independence, libertarian economics, anarcho-capitalism, personal freedom, Trump presidency, entrepreneurship strategies, alternative education, investing insights, geopolitical shifts

Go beyond the surface level and dive deep into the world of multifamily investing with Thomas McPherson. In this episode, we explore advanced strategies and insider knowledge to help you:Identify undervalued multifamily properties with high growth potential.Master advanced property management techniques for optimal returns.Navigate complex financial structures and leverage leverage effectively.Develop a robust risk management strategy for your multifamily portfolio.Gain a competitive edge in the ever-evolving multifamily market.Whether you're a seasoned investor looking to refine your approach or a serious beginner seeking to accelerate your learning curve, this episode offers invaluable insights from a seasoned multifamily expert.Subscribe to our channel for more expert advice and exclusive content.#Multifamily #RealEstate #Investing #ThomasMcPherson #Podcast. Thomas McPherson is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book  Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.  ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favorite tips they learned along the way. Want to create wealth for yourself using the vehicle of real estate? Getting mentorship is the fastest way to success. Get an REI mentor and check out our REI course at httpsSend us a textInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show

In this episode of Grow a Small Business, host Troy Trewin interviews Tim Calise, the driving force behind Business Tim Calise Consulting & Investing. Tim shares his journey from founding innovative startups in college to scaling Gym Launch into a $35M success. He provides valuable insights into financial education, business strategy, and how his consulting and investing ventures help entrepreneurs build scalable, efficient businesses. Don't miss his expert advice on growth, resilience, and making bold decisions! Other Resources: An easy way to measure if your customers love you in 21 minutes – use the Net Promoter Score (NPS). And it's FREE. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tim Calise, the hardest thing in growing a small business is maintaining focus. He emphasizes the importance of staying in your lane and building capacity by hiring the right people. This ensures sustained growth and avoids distractions that can derail progress. What's your favourite business book that has helped you the most? Tim Calise cites "Buy Back Your Time" by Dan Martell as one of his favorite business books, offering actionable insights on optimizing time and leveraging resources effectively. He also recommends "Ready, Fire, Aim" by Michael Masterson (Mark Ford) for its practical strategies to grow businesses at different stages. These books have significantly influenced his entrepreneurial journey. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tim Calise recommends The Business School Podcast by Shaan Puri and The School of Greatness by Lewis Howes for actionable business and personal growth insights. He also highlights Dan Bolton's YouTube channel for coaching and consulting professionals. Additionally, he suggests Nicholas Cole's book, "The Art and Business of Online Writing," to enhance communication and brand-building skills. What tool or resource would you recommend to grow a small business? Tim Calise emphasizes the power of leveraging AI tools to grow a small business. He recommends using tools like ChatGPT for automation and content generation, Zapier for workflow automation, and other AI-driven platforms to streamline operations and improve efficiency. He encourages teams to aim for replacing 50% of their output with automation to maximize productivity and scalability. What advice would you give yourself on day one of starting out in business? Tim Calise advises his day-one self to stay focused, make lots of offers, and play the long game. He emphasizes building a strong network of people who support your journey and giving generously without expecting immediate reciprocity. His key message is, “It's going to be okay; stay committed and consistent.” Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.   Quotable quotes from our special Grow A Small Business podcast guest: Focus on building capability, not just capacity, to achieve sustainable success — Tim Calise To win in business, build a vision big enough for others to fit their dreams inside — Tim Calise The best investment you can make is in yourself—collapse decades into days through learning — Tim Calise  

How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international trends shaping the market and why companies need to constantly reinvent themselves. Gerald shares his views on demographic trends, what high interest rates could mean for companies and why a signed Pelé ball sits on his shelf. If you want insights on long-term investing and international markets, this episode is for you. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us:   LinkedIn: https://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2024 Capital Group

In this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to discuss how investors can reset during this holiday season, and follow the unique five pillars of goal-setting to achieve financial success and personal growth for 2025. The trio begin the podcast unpacking how the Christmas break provides an opportunity for investors to set goals for the following year, giving them time to reflect on their achievements, assess their shortcomings, and set realistic targets. Victor and Reshmi then describe their holistic and unique approach to goal-setting that ensures balanced growth, covering: finance and wealth, fitness and health, family and relationships, spirituality and self-image. They wrap up the podcast detailing how one can stay accountable to their goals, offering tools for listeners on how they can also develop their own goal-setting approach. 

Unlock the secrets to smart investing with insights from the illustrious Money Show conference. This episode promises a journey through the event's rich history, from its origins in San Francisco to its expansion across major cities like Orlando, Miami, and Toronto. With captivating contributions from market-savvy speakers like Mike Larson, who boasts a track record of accurately predicting market trends, and gold aficionados Peter Schiff and Brian London, this episode guarantees valuable lessons and memorable experiences for investors of all levels.Peek behind the curtain as we reveal the meticulous planning that goes into crafting these high-profile gatherings, drawing a diverse crowd from budding investors to the ultra-wealthy. We discuss the strategic alignment of event agendas with current financial trends, ensuring that topics range from crypto to macroeconomic factors. Explore the vibrant social scene that accompanies these events, offering ample networking opportunities and the chance to unwind. Plus, join us for a personal narrative as I recount my financial market journey, from intern to industry expert, and share actionable insights to enhance your investment acumen. Tune in to transform your understanding of the financial world with Money Show.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Support the show

This week, Amir Elizur, CEO of Diamond Data Derivatives Ltd., joins us to discuss how to invest in diamonds without buying them, why they hold future potential, and how data is transforming this unique asset class. To find out more: https://www.marketvector.com/indexes/custom/universal-standard-diamonds-evaluation-100 Contact: Index@thediamonds.exchange DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

In this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to discuss the difficulties of managing one's property investment strategies during the festive season. As seasoned investors, Phil, Reshmi and Victor discuss the importance of having a trusted team to help manage one's portfolio, especially during the chaos of Christmas parties and end-of-year functions, when it's easy to lose sight of long-term goals. Throughout the podcast, the co-hosts share practical tips drawn from their expertise to build clear and consistent goals, including the SMART goals method that ensures goals are specific, measurable, achievable, relevant and time-bound – which is essential to investment planning. Reshmi and Victor also talk about the upcoming change in the market as 2025 draws near, highlighting a shift in the property investment landscape.

Hi, and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back retirement and tax expert Ed Slott. Ed is the president and founder of Ed Slott & Company, which provides retirement and tax-planning education to investment advisors and financial institutions. Ed has written several books, including his latest, The Retirement Savings Time Bomb Ticks Louder. PBS viewers may know Ed from his frequent appearance on public television. Ed also co-hosts a podcast with Jeff Levine, called The Great Retirement Debate. In addition, he hosts the popular website IRAHelp.com, where the Slott report regularly dispenses wisdom about retirement, tax, and estate planning. Ed is a certified public accountant.BackgroundBio“Ed Slott: Act Now on Historically Low Tax Rates,” The Long View podcast, Morningstar.com, Aug. 19, 2020.The Great Retirement Debate podcastThe Retirement Savings Time Bomb Ticks Louder, by Ed SlottTax-Loss Harvesting“The Ins and Outs of Tax-Loss Selling,” Interview with Christine Benz and Ed Slott, Morningstar.com, Dec. 14, 2022.“The Best Investments for Taxable Accounts,” by Christine Benz, Morningstar.com, Jan. 23, 2024.“Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024,” Investing Insights with Christine Benz and Margaret Giles, Morningstar.com, Nov. 22, 2024.“The Big Retirement Myth,” Interview with Christine Benz and Ed Slott, Morningstar.com, Aug. 7, 2024.Required Minimum Distributions and IRAs“IRS Issues Final SECURE Act Regulations: Controversial Annual RMD Requirement During 10-Year Rule Stands,” by Sarah Brenner, irahelp.com, July 22, 2024.“Best Advice? Ignore the 10-Year RMD Rule,” by Ed Slott, investmentnews.com, Aug. 19, 2024.“The New Rules for Missed RMDs,” Interview with Christine Benz and Ed Slott, Morningstar.com, July 24, 2024.“Brace Yourself for Higher RMDs in 2024,” Interview with Christine Benz and Ed Slott, Morningstar.com, March 13, 2024.“Inherited IRAs: What to Know About Taxes, RMDs, and More,” by Tori Brovet, Morningstar.com, Sept. 13, 2024.Qualified Charitable Distribution“12 QCD Rules You Must Know,” by Sarah Brenner, irahelp.com, July 10, 2024.“Year-End QCD Mistakes to Avoid,” by Ed Slott, investmentnews.com, Nov. 18, 2023.“Year-End Charitable-Giving Strategies,” Interview with Christine Benz and Ed Slott, Morningstar.com, Nov. 1, 2023.Tax-Law Changes in 2025“401(k) Contribution Limits Increase for 2025,” by Sarah Brenner, irahelp.com, Nov. 6, 2024.“Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025,” by Ian Berger, irahelp.com, Oct. 21, 2024.“IRS Announces New Income Limits for IRA Contributions in 2025,” by Denise Appleby, Morningstar.com, Nov. 20, 2024.“Ed Slott: What Investors Need to Do Before the Tax Cuts and Jobs Act Expires,” Interview with Christine Benz and Ed Slott, Morningstar.com, Feb. 6, 2024.

Key Takeaways Institutional investors may require a higher preferred return but typically accept a smaller equity share, offering flexibility in deal structuring. Policies like rent control can hinder cash flow, especially in areas with rising costs, affecting property valuations and investor returns. Population and job growth, along with household income, are vital indicators of a market's potential to sustain rental growth and value appreciation. Diverse employment sectors mitigate risks during economic downturns, providing stability in occupancy and rental income. Working with city officials and economic development teams can ease processes like zoning, permitting, and provide incentives, benefiting both the property and local community. Investors should clarify if they're prioritizing immediate cash flow or long-term appreciation to align with property performance expectations. Cost segregation is a powerful tool that enables investors to accelerate depreciation, significantly reducing taxable income and offering potential financial advantages. Episode Timeline [0:00 - 3:15] Introduction and background of the guest. [3:16 - 8:3] Exploring the impact of institutional money in multifamily deals. [8:31 - 12:45] The role of market conditions in deal success. [12:46 - 17:20] Key metrics for evaluating multifamily markets, including population and job growth. [17:21 - 23:00] Understanding the importance of NOI and cap rates in property valuation. [23:01 - 26:35] The significance of demographics and crime statistics in asset positioning. [26:36 - 30:10] Social impact through safe housing and community involvement. [30:11 - 34:50] Tax benefits for real estate investors and wealth-building strategies. [34:51 - 38:00] Final thoughts, tips for new investors, and closing remarks. Contact Website: https://mikemorawski.com/ Email: mike@mikemorawski.com

In this episode of Breakaway Wealth, host Jim Oliver engages in a conversation with Ben Reinberg, founder of Alliance Consolidated Group of Companies. Reinberg shares insights into his three-decade journey in commercial real estate, highlighting the launch of the Alliance Medical Property Fund. 3 Key Takeaways: Commercial Real Estate Marathon: Reinberg emphasizes that commercial real estate is a marathon, not a sprint. He stresses the importance of experience, transparency, and the ability to hold properties through market fluctuations. Investing in Medical Properties: The discussion delves into the resilience of medical properties as an asset class. Reinberg points out that the human body's perpetual need for healthcare ensures consistent rent payments, making medical real estate a reliable investment. Conservative Investing: As the conversation touches on potential economic challenges, Reinberg advises listeners to adopt a conservative approach.  The conversation with Ben Reinberg leaves us with insights from a three-decade journey tied to the principles of experience, transparency, and the steadfast ability to weather the storms of the market. Remember, wealth creation is a journey, not a destination. Stay tuned for more episodes packed with valuable insights to help you break away towards financial success. Question: What aspect of commercial real estate investment intrigues you the most, and how do you navigate challenges in your own investment journey?    Connect with Ben: Linkedin: www.linkedin.com/in/benreinberg/ Website: https://benreinberg.com/ Instagram: www.instagram.com/therealbenreinberg/ YouTube: www.youtube.com/channel/UCN-VuewtdVrFwlOrTsNbxGA

On this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to analyse the impact of negative gearing reforms on the property market and how investors can build their knowledge base to develop a long-term financial plan. Particularly, the podcast looks at unintended consequences of tax reforms, including the adverse impacts observed when negative gearing was abolished under Paul Keating, resulting in a 20 per cent spike on rents. The episode then examines the structural, financial and psychological barriers faced by investors. The trio also discuss the need for investors to expand their knowledge base, including through the Right Property Group's “Right on Track events”, to network with other investors and ensure that they continue to align acquisition with strategic consolidation.

In this episode, Scott Becker discusses the benefits of following Warren Buffett's top five holdings and the Magnificent Seven stocks, highlighting how investing in these key portfolios could lead to strong returns. He emphasizes the value of index funds and reflects on how these investment strategies have outperformed the market over time.

In this episode, Scott Becker discusses the benefits of following Warren Buffett's top five holdings and the Magnificent Seven stocks, highlighting how investing in these key portfolios could lead to strong returns. He emphasizes the value of index funds and reflects on how these investment strategies have outperformed the market over time.

Are you interested in learning how to navigate the junior mining and natural resources sectors amid current geopolitical conditions? Watch this insightful interview with mining and metals analyst Jayant Bhandari.Jayant discusses his strategies for investing in junior mining companies. He also addresses the pros and cons of investing in gold and gold mining firms while sharing insights on how geopolitical tensions, such as the escalating situation in the Middle East, have affected capital markets. Additionally, he examines China and the United States as investment destinations.Connect with Jayant Bhandari and elevate your junior mining portfolio today: https://jayantbhandari.com/Watch the full YouTube interview here: https://www.youtube.com/watch?v=K0SzH45Foj4And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Join us on this episode of Property Profits Podcast as Bryce Kaminsky chats with Tony Ning, who shares his incredible journey of over 40 years in real estate investing. Learn how Tony started investing at the young age of 18 and discover the strategies that helped him succeed through many market changes. Tony breaks down his PLACES framework to help you understand the essentials of real estate investment. Whether you're new to investing or looking to improve your strategies, Tony's insights are invaluable. Don't miss out on these great tips for making smart investments in real estate!   ================================== Want to grow your real estate investing business and portfolio?  You're in the right place. Welcome to the Property Profits Real Estate Podcast

Join us as Tom Wilson from Seedcamp and Anthony Danon from Cocoa talk to Dorothy Chou, Director of Policy & Public Engagement at DeepMind.Dorothy shares her journey from working at major tech companies to becoming an angel investor. She raises the importance of diversity in the startup ecosystem, particularly in supporting underrepresented founders. Dorothy highlights the need for a systemic change in venture capital and how her experiences have shaped her investment strategy. She also discusses AI's potential for driving social change and innovation.Go to eu.vc for our core learnings and the full video interview

On this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to unpack the concept of a positive property portfolio and lessons that they've learnt over their 20-year journey. In particular, the trio unpack how strategic planning can lead to not only financial freedom but personal fulfilment, allowing Reshmi to focus on her family. Throughout the podcast, they also touch on managing cash flow fluctuations, the challenge of creating a high capital growth portfolio that's positively geared, and the importance of long-term goals. The conversation ends with advice on asset protection and estate planning for retirement, highlighting the need for structured planning. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

In this episode Anupam Gupta sits down with Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life Mutual Fund, to unpack the latest trends in equity markets. They dive into retail and FII flows, corporate earnings, market cap dynamics, and the surprising rise of microcaps and SME IPOs. Tune in to get expert insights on what's driving the market and how to shape your portfolio strategy for 2024. 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/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.See omnystudio.com/listener for privacy information.

In this episode, real estate investor and turnkey rental expert Scott Stanfield joins us to discuss the ins and outs of turnkey rental investing. We explore how turnkey providers simplify real estate investment for busy professionals, why this model is different from syndication or franchising, and how Scott successfully outsourced the day-to-day management of his rental properties. With key insights into the current economy, interest rates, and strategies to hedge against inflation, this episode is a must-listen for high-income earners looking to diversify their portfolios. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to check out our e-courses and bookstore here: https://www.drchrisloomdphd.com/shop Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

In this episode, Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, shares his insights on the evolving IPO market, the return of take-private deals, and private equity’s growing interest in retail investors. Wolf also discusses how macroeconomic shifts are influencing capital reallocation and enterprise value creation.

Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning. Is Globalization Waning?Why the U.S., China, and Japan Are Turning to Global IncomeBig Tech's Influence on Global RevenueHow Nvidia Is Pushing the U.S. Stock Market to Be More GlobalCan Elections Influence the Revenue Picture for the U.S. Equity Market?Correlations Between Asset Classes in the U.S. and GloballyWhy Market Correlations Between Emerging Markets and Developed Markets Have Not RisenHow Revenue and Correlation Data Informs Portfolio DiversificationKey TakeawayPreview of The Week Ahead The Goal of Christine Benz's New Book ‘How to Retire'How Spending Fluctuates Throughout RetirementWhy Retirees Underrate the Value of Safer Investments and Inflation ProtectionThe Role of Non-Portfolio Income When Structuring Retirement PortfoliosHousing in Retirement  Why Relationships are Important as We Age Towards RetirementRead about topics from this episode.  When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources Ian Bremmer: 4 Big Geopolitical Risks to Watch How Did Diversified Portfolios Hold Up in 2023? Christine Benz: 5 Things I Learned About Retirement Planning From My New Book 5 Critical Financial Steps to Take Before You Retire Open Social Security: A free, open-source Social Security strategy calculator  What to watch from Morningstar.Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks 5 Ways to Improve America's Retirement SavingsMutual Funds Turn 100. Can Investors Still Count on Them?Too Many Investment Accounts? Here's How to Reduce the Clutter Read what our team is writing:Ivanna Hampton Dan Lefkovitz Christine Benz  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In this episode, Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, shares his insights on the evolving IPO market, the return of take-private deals, and private equity’s growing interest in retail investors. Wolf also discusses how macroeconomic shifts are influencing capital reallocation and enterprise value creation.

With no exaggeration, Wilbur Ross is brilliant, successful, blunt, compelling, and completely devoid of baloney. Here, he reveals his thoughts on investing, China, entrepreneurship, serving as U.S. Commerce Secretary, the greatest threat to America, working for Donald Trump, and more. When Wilbur Ross talks, be sure to listen.

In this episode, we explore the future of real estate investing with insights from seasoned experts Matt Fore and Peter Lewis. Matt Fore, with over 25 years of real estate experience, shares his strategic approaches to navigating the ever-evolving market. Peter Lewis, originally hailing from Kansas and now an international entrepreneur, brings a unique perspective shaped by his global experiences and innovative ventures.Together, they discuss value-add investing, technology's impact on the industry, and the exciting opportunities in student housing. Peter's diverse background—ranging from CNN Foreign Affairs correspondent to TV host and tech entrepreneur—complements Matt's extensive expertise in real estate. Tune in to gain valuable knowledge from two thought leaders who are shaping the future of real estate investing, and discover how to position yourself for success in this dynamic market.Show Highlights:✅02:37 – Matt's daily routine✅08:57 – Matt's experience✅18:19 – Mistakes & mishaps✅29:36 – Ironman motivation✅38:22 – Setting goals✅46:27 – Final thoughts

Michael Cannivet, CFA, is the founder, president, and chief investment officer of Silverlight Asset Management, LLC, an RIA based in Newport Beach, California, that serves high-net-worth private clients. Mr. Cannivet has been a Forbes contributor since 2017 and Forbes Books recently published his latest book, The Four Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live For Today. The book debuted as the #1 new release for the money management category and is endorsed by several top industry practitioners, including Ken Fisher, Joel Greenblatt, Keith McCullough, and Vincent Deluard. Listen to this insightful RIA episode with Michael Cannivet about investing insights. Here is what to expect on this week's show: - How it's important to invest by focusing on supply and demand dynamics and investor psychology. - Why active investing and a tailored, original approach is the key to outperforming market prices. - How Silver Light Asset Management crafts personalized narratives that align with their client's core values and life goals - How there are four essential components to retirement planning: savings, investing, lifestyle, and legacy. - Why risk management is the cornerstone of successful investing, especially during volatile market conditions. Connect with Michael: Links Mentioned: silverlight.us Learn more about your ad choices. Visit megaphone.fm/adchoices

Buying a unit as an investment property used to be a no-go, but is the tide turning? On this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar sit down with Phil Tarrant to talk about whether an apartment can ever be a good buy. The trio talk about how the transition back to office work in the wake of COVID-19 has reshaped Aussie home preferences, shaking up the pandemic era hunger for more space. They reveal why demand and supply may be more useful metrics than land values as Australia continues to grapple with construction shortages.

Appleby Asia Talks S02 E07In this episode of Appleby's Asia Talks, Fiona Chan and Lily Miao discussed the fundamentals of fund financing. They shared their insights on its attractiveness from both lenders' and borrowers' perspectives, and how it compares to other product types in the industry. They also explored the key drivers behind the rapid transformation of the latest global and regional trends that shaped the future of finance.The Asia Talks Podcast SeriesThe Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practice areas of Corporate, Dispute Resolution and Private Client & Trusts in the Asia market and provides insights from an offshore perspective on a regular basis.About ApplebyAppleby is one of the world's leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, property, regulatory, and private client and trusts practice areas. We have offices in ten highly regarded, well-regulated global locations, operating in nine and practising the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and the Seychelles, as well as the international financial centres of Hong Kong and Shanghai....

More on dividend growth investing  -> Join our market newsletter!  In our August episode, Greg interviews longtime friend and fellow financial advisor Kent Hughes. Kent has worked in the industry for over 40 years, focusing his investment strategy on quality and market indices. During his career as an advisor, Kent's expertise has earned him placement on both the Forbes and Barron's Top Wealth Advisor lists.  Greg and Kent begin the episode by discussing the evolution of the investment industry over the past four decades, the impact of technological advances on market information, and investor behavior. The duo also delves into market expectations, secular bull markets, and the potential effects of AI on investing.   Following their conversation, Greg mentions that he was able to speak with the investor relations department at Snap-on, and concludes the episode by providing answers to the questions we had about the company from the previous episode.    Timestamps:00:00 Introduction to The Dividend Mailbox 00:45 Interview with Kent Hughes: A Journey Through the Financial Industry 03:33 Changes in the Financial Industry Over 40 Years 05:35 Lessons Learned and Biggest Mistakes 08:13 Impact of AI and Investor Expectations 12:29 Economic Outlook and Market Predictions 17:21 Commercial Real Estate Concerns 19:25 Forecasting Future Returns 25:50 Investment Strategies and Dividend Growth 32:36 The Importance of Dividend Growth 34:07 Historical Performance and Market Trends 36:27 Understanding Compounding and Market Sentiment 39:37 Favorite Investment Books and Influential Figures 43:40 International Investing Considerations 49:20 The Competitive Advantage of Patience 55:43 Snap-on: A Potential Investment Opportunity 01:00:53 Closing Thoughts and Key Takeaways Send us a Text Message.Notes & Resources:DCM Investment Reports & ModelsIf you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Visit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

S4 Ep11 - Fred Cohen and Mike Mortimer are two distinguished American investors based in London, each with a unique approach to investing in healthcare and life sciences companies. In this insightful episode, Fred and Mike share their experiences and strategies for successful investing. They discuss the importance of finding the right terms for a deal, aligning with strong management teams, and navigating the cultural differences between the UK and the US. The conversation also touches on the challenges faced by European companies in the life sciences sector and the role of private equity in early-stage companies.

Join us in this enlightening episode with Jim Manning, an experienced real estate investor and CEO of Three Doors. With over 18 years of experience, 3,500 deals, and two successful real estate funds, Jim shares his journey from a novice investor to a real estate mogul. Discover his strategies for navigating the market, understanding interest rates, and identifying profitable segments within real estate. Learn about the challenges and triumphs of scaling a business, the importance of passive income, and innovative investment models like lease purchase. Whether you're a seasoned investor or just starting, Jim's insights on achieving financial freedom without sacrificing personal fulfillment are invaluable. Tune in for practical advice, inspiring stories, and a deep dive into the world of real estate investing. To connect with Jim, visit his website: https://passivewealthshow.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

How do you balance rigorous research with open-mindedness in investing? How do you communicate effectively with clients during volatile times?This week, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Cliff Asness, Managing and Founding Principal at AQR Capital Management, for an insightful discussion on market strategies and the nuances of value investing. Cliff shares his thoughts on the current state of value investing, explores the concept of 'value spread,' and even dips into some fun side topics.They discuss: The current state of value investing and why it has seen challenging periodsInsights into how AQR navigates market anomaliesThe importance of communication and transparency with clientsFun personal insights into Cliff's interests outside of finance, from hot sauce to superhero moviesAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Cliff Asness: LinkedIn: Cliff AsnessX: Cliff AsnessWebsite: AQR Capital ManagementConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest: Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance, and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management in 2002, 2004, 2005, 2014, and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year's best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers' Choice Award. He has won the second prize of the Fama/DFA Prize for Capital Markets and Asset Pricing in the 2020 Journal of Financial Economics. In 2006, the CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman Sachs & Co. He is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of the Q-Group, the board of the International Rescue Committee and the board of trustees of The National WWII Museum. Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama's student and teaching assistant for two years.

Join us as Tom Wilson from Seedcamp and Anthony Danon from Cocoa talk to Sarah Harvey, Advisor at Tunic Pay.In this episode of the Super Angel podcast, Sarah Harvey discusses her career transition from strategy roles in both corporate and non-profit sectors to operating roles in startups, eventually starting her journey into angel investing.Sarah shares insights from her experiences with different startups, including Tough Mudder, Square, and Prodigy Finance, and highlights the importance of networking, the impact of her work in health tech during COVID-19, and her approach to angel investing. She also emphasizes the significance of diversity on cap tables and how her unique background adds value to the companies she invests in.Go to eu.vc for our core learnings and the full video interview

Join us as Tom Wilson from Seedcamp and Anthony Danon from Cocoa talk to Cyril Chemla, co-founder at ProcessOut (acquired by checkout.com)In this episode of the Super Angel podcast, Cyril shares his inspiring journey from a school project in computer science to building a successful payment business that was acquired by Checkout.com.Cyril discusses the importance of resilience, the dynamics of starting a business while still a student, and the impact of support from VCs and angel investors. He emphasizes the value of networking, iterating on business ideas, and the role of imposter syndrome in continuous learning.Cyril also shares memorable experiences from his angel investing career and offers insights into his investment strategy, including the importance of evaluating founders and market potential beyond just revenue figures. The discussion also touches on the significance of collaboration and network-building in angel investing, particularly for international investments.Go to eu.vc for our core learnings and the full video interview

Welcome to the Real Estate Investing School Podcast! Today we replay an episode with the one and only Beardy Brandon Turner! This Real Deal episode takes a in-depth analysis into how Brandon found, funded, and forced his first mobile park home deal. Brandon is a prime example of how sharing your goals with others can be beneficial in finding partners and deals. He shares the challenges about the challenges he faced and the lessons he learned from this deal to ultimately become the investor he is today. He also emphasizes the importance of relentless pursuit, huslte, and his view on manifestation and how these three key traits helped him win this deal. Brody and Brandon get into a variety of intriguing topics including how you have to trust the process and the work that your putting in will pay off in the future. If you're looking for real estate advice and a good laugh, this episode is for you. Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Brandon's Instagram Better Life Tribe Instagram Better Life Tribe Website

Send us a Text Message.Hey there, fellow investors and curious minds!It's your host, Josh, reaching out with some eye-opening insights from our latest podcast episode. If you've ever considered dipping your toes into the oil and gas investment pool, you'll want to lean in for this one.

In E277B, I discuss our book launch Real Estate Titans: Tools, Tactics, and Wisdom for Canadian Real Estate Wealth which hit number one bestseller in all its categories on Amazon, and we're so grateful for your support. The book profiles over 20 investors and their strategies, offering something for everyone, whether you're just starting out or looking to scale. The paper copy is now available, and we're running some giveaways, so check my Instagram for details. On the real estate front, our flipping business in Florida is picking up. We have a 20-acre property near Daytona closing next week and a unique 40-acre island project near St. Petersburg in the works. Our marketing efforts are paying off, and we've tied up several more properties recently. In hospitality, our campground and Neptune's Hideaway resort are doing great. The “Shipwreck” trailer is our top performer with record bookings, and our new cottages are seeing high demand. Order your copy of Real Estate Titans : Tools, Tactics & Wisdom for Canadian Real Estate Wealth today: https://www.amazon.ca/Real-Estate-Titans-Tactics-Canadian-ebook/dp/B0CZZZWP3Z/ Sponsors: Build Your Portfolio Of Hassle-Free U.S. Real Estate (SHARE Partnership): http://bit.ly/sharesfr Andrew Hines Audio · E277B Bestselling Real Estate Investing Insights with Andrew Hines LISTEN TO THE PODCAST Listen on Apple Podcasts: https://itunes.apple.com/ca/podcast/the-andrew-hines-real-estate-investing-podcast/id1453461753 Listen on Spotify: https://open.spotify.com/show/2ND7vIkJhmIEEk73aCwKhE FOLLOW ON SOCIALS Instagram: https://www.instagram.com/theandrewhines Facebook: https://www.facebook.com/theandrewhines Twitter: https://twitter.com/theandrewhines LinkedIn: http://www.linkedin.com/in/theandrewhines TikTok: https://www.tiktok.com/@therealandrewhines

Today's episode is a podcast interview I did with the incredible Sam Paar and Shaan Puri on their podcast The First Million. We talk about business, investing, marketing, and the opportunities on social media today. I also talk about Day Trading Attention and why it's important to grow your business. Hope you enjoy it! Check out my new book - Day Trading Attention: https://garyvee.com/dta Learn More About My First Million YouTube:  @MyFirstMillionPod  Sam's Instagram: https://www.instagram.com/thesamparr Shaan's Instagram: https://www.instagram.com/shaanvpuri — Thanks for listening! --- Send in a voice message: https://podcasters.spotify.com/pod/show/garyvee/message