Podcasts about investing podcast

How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it.Topics covered include:How Inflation (PCE) Calculations Are ChangingWhy the CPE Changes Are SuspiciousThe Biggest Changes Ever to Inflation CalculationsWhat Causes InflationAI Buildout Is Boosting InflationHow Rising Income Can Overcome InflationInflation Is Currency DebasementMost Things Get Cheaper and Better Over TimePersonal Inflation Rate and RetirementWe Can Beat Inflation by Improving Our SkillsInflation Manipulation vs Inflation FabricationHow to Outsmart InflationSponsorsDelete Me – Use code David20 to get 20% offNetSuite Retirement Investing Webinar and Portfolio CohortInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesPreview of the 2026 Annual Update of the National Economic Accounts—BEAThe Inflation Outlook by Governor Stephen I. Miran—U.S. Federal ReserveToward A More Accurate Measure Of The Cost Of Living by The Advisory Commission To Study The Consumer Price Index —SSAA Complete Guide to Understanding and Protecting Against Inflation by David Stein—Money for the Rest of UsLive Retirement Portfolio Cohort—Money for the Rest of UsRelated Episodes475: Inflation's Illusion: Debunking the Normalcy of Currency Debasement429: Which Inflation Protection Strategies Worked and Which Didn't? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The topics, stocks and shares mentions / discussed include:How to spot the UK's next breakout sharesCMC Markets / CMCX Keller Group / KLR / Specialist Geotechnical services / InfrastructureGoodwin / GDWN / Games Workshop / GAWMoonPig Group / MOON / Specialist branding / GiftingPorvair / PRV / Filtration solutionsIxico / IXI / Digital imagingDistribution Finance Capital Holdings / DFCH / Specialist bankingSpire Healthcare Group / SPIShare price breakoutsThe importance of reading company RNS's / Trading updatesAhead of expectations / Materially aheadExceeding expectations / Upgrading expectations & profitabilityExceptional trading updates / Contract newsSector momentumTrading / InvestingDividends / Dividend growthTakeovers / MNA / Mergers & AcquisitionsReturn on Capital Employed / ROCECash / DebtRewarding researchLong-term investingInvesting psychologyFinancial EducationThe 2026 Investor Summit tickets are now on SALE. Buy yours now!The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN& moreShareScope special discount offer code ShareScope : TwinPetesInvestors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)Henry Viola-Heir's blog Home – The Ethical EntrepreneurPowder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETESThe 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.

Lumida Wealth founder and CEO Ram Ahluwalia joins Chris Lustrino to discuss how the company is building an AI-powered wealth management platform for sophisticated investors. Ram frames Lumida as a next-generation investing platform designed to combine the best parts of brokerage accounts, financial advisors, market intelligence, and AI-powered portfolio tools into one experience. The conversation explores why traditional 60/40 portfolios may not fit the next generation of investors, how Lumida uses AI agents and factor models to surface investment ideas, and why Ram believes investors increasingly want more control, better insights, access to pre-IPO opportunities, and a stronger sense of community. Chris and Ram also discuss Lumida's growth, revenue traction, customer profile, business model, and long-term vision for an AI wealth advisor that can eventually understand an investor's full financial picture, goals, risk tolerance, and portfolio needs.

Granger Hughes sits down with Brad Jenkins, of MarketGuard, to break down how investors can pursue long-term growth without losing sight of risk. The conversation dives into the role of disciplined, rules-based investing, why tax efficiency can have a major impact on real returns, and how personalized portfolio strategies help investors stay on track during market volatility. Brad shares insights on balancing opportunity with protection, and why what you keep may matter more than what you make. If you’re looking for a smarter approach to navigating uncertain markets, this episode offers practical perspective grounded in real-world strategy. Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com. See omnystudio.com/listener for privacy information.

Ben Felix on Simplicity, Private Equity, Factor Investing, and Living a Good Life In this episode of the Bogleheads® on Investing Podcast, host Jon Luskin, CFP®, sits down with Ben Felix, CFA, CFP®, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast. Their conversation covers what drives long-term investing success, why simplicity beats complexity, and how investors can avoid distractions from expensive and unnecessary strategies. They also discuss: * Why low costs, diversification, and asset allocation matter most * The hidden incentives behind heavily advertised financial products, including private equity * When tax planning is mostly a sales pitch * Why all-in-one funds help investors earn better returns * Using money to build a happier, more meaningful life * Whether 100% stock portfolios make sense in retirement * Whether factor investing still works Jon closes the episode by sharing his own takeaways, including why simplicity frees people to focus on what matters most. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki. Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated. Show Notes: Using Your Money to Be Happier: https://www.youtube.com/watch?v=S9InNdQhFwc PWL Planning Tools: https://research-tools.pwlcapital.com/ Bill Bengen on Bogleheads on Investing: https://boglecenter.net/bill-bengen-spend-more-money-in-retirement/ Bogleheads® Live with Christine Benz: Episode 37: https://boglecenter.net/bogleheads-live-with-christine-benz-episode-37/ Rational Reminder: Episode 316 - Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!": https://rationalreminder.ca/podcast/316

Inflation and investing are once again front and center as markets assess a new mix of price pressures. In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock's International Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock's Global Tactical Asset Allocation team.Together, they explore what is driving inflation today, from AI infrastructure demand and energy bottlenecks to fiscal spending, supply constraints, and regional differences. The conversation examines how inflation is affecting capital markets, equities, fixed income, stock market trends, and portfolio diversification.This episode also looks at the role of AI as both a near-term inflationary force and a potential longer-term productivity driver. As AI investing accelerates demand for electricity, chips, copper, data centers, and infrastructure, investors are watching how these megaforces reshape markets and the global economy.Key insights:· How AI infrastructure demand is contributing to inflation pressures· Why inflation differs across regions, including the U.S., Europe, Japan, and China· Where pricing power matters most for companies and sectors· How inflation measures like CPI, PCE, and PPI inform market views· Why sticky inflation can challenge traditional stock-bond diversification· How investors can think about inflation across equities, bonds, and multi-asset portfolios

In this episode of The MHP Broker's Tips and Tricks to Investing podcast, Maxwell Baker, president of The Mobile Home Park Broker, gives a mid-year State of the Industry 2026 update. As with every Tips and Tricks podcast episode, this one is brought to you by The MHP Broker's proprietary Community Price Maximizer. Use this four-step system to get the highest price possible for your mobile home park or RV community when you sell it through The MHP Broker. Guaranteed. Call Max for details. Here Are The Show Highlights: The mobile home park and RV park market is not dead, but it is a lot more disciplined. Deals still move when pricing lines up with today's debt reality. (Max, 00:55) Banks are asking harder questions now. More equity, cleaner financials, stronger collections, and lower loan amounts can change the deal fast. (Max, 02:12) Clean deals are getting rewarded. Good occupancy, clean books, public utilities, real collections, and stable tenants all matter more in this market. (Max, 02:58) The deals getting the most attention fall into two buckets: steady, predictable income and true value-add opportunities with real upside. (Max, 03:17) Foreclosures are showing up in a way Max has not seen since 2011 and 2012, creating a growing segment of opportunities and challenges in the market. (Max, 03:47) Many operators are finding that CapEx is growing faster than rent growth, causing value-add deals to become much harder to execute than originally planned. (Max, 04:22) Overpriced parks with messy books, weak collections, bad infrastructure, and 2021 pricing expectations are struggling to attract buyers. (Max, 05:03) Buyers are still active, but lenders are forcing greater discipline throughout the acquisition process. (Max, 05:18) Here are the Power Quotes from This Episode: "Will the lender believe the numbers? Are they legit? Does the income support the debt?" (Max, 02:38) "That is why clean deals are getting rewarded." (Max, 02:58) "The lower the risk, the higher the reward for you sellers." (Max, 03:08) "A lot of these parks are getting away from them because CapEx keeps building and building and rent growth is not growing as fast as the CapEx is." (Max, 04:47) "The market is rewarding cash flow, clarity, and financeable deals." (Max, 05:52)

The topics, stocks and shares mentions / discussed include:What Should Companies Should Do With Their Next Pound?Rolls Royce / RR.Polar Capital Global Healthcare Trust / PCGHDiploma / DPLMRamsdens Holdings / RFXIntercontinental Hotel Group / IHGTelecom Plus / TEPScottish Mortgage Investment Trust / SMTSpaceX / SPCXMonks Investment Trust / MNKSWorldwide Healthcare Trust / WWHJudges Scientific / JDGHalma / HLMA Bunzl / BNZLS4 Capital / SFORCapital reinvestmentMergers / Acquisitions / TakeoversPay Dividends / Special DividendsBuyback SharesTender SharesCapital AllocationDividendsDividend yieldsDiscount to Net Asset ValueCash / Debt / GrowthStocks / InvestingInvesting psychologyFinancial EducationThe 2026 Investor Summit EarlyBird tickets are now LIVE Buy yours nowThe Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN& moreShareScope special discount offer code ShareScope : TwinPetesInvestors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)Henry Viola-Heir's blog Home – The Ethical EntrepreneurPowder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETESThe 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.

David shares nine lessons a listener followed to become a millionaire.Topics covered include:The benefit of underspending on housingWhat rate of return and how much would you need to save to grow a portfolio to one million dollarsWhy historical studies of the S&P 500 returns are misleadingDavid's recent portfolio mistakeSponsorsDelete Me – Use code David20 to get 20% offNetSuite Retirement Investing Webinar and Portfolio CohortInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusRelated Episodes498: What I Learned Investing in the Past Decade454: How To Invest – Ten Rules of Thumb for Individual InvestorsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial market infrastructure is often invisible to investors, yet it powers every trade, settlement, and ownership record across capital markets. As technology evolves, tokenization is emerging as a new way to represent and transfer financial assets, raising questions about how markets may operate in the future.In this episode of The Bid, Oscar Pulido speaks with Rob Goldstein, Chief Operating Officer at BlackRock. They discuss what tokenization means in practice, how it differs from cryptocurrencies, and why digital assets are drawing increased attention from investors, institutions, and policymakers.The conversation explores how tokenization could improve access, efficiency, and connectivity across financial markets. Rob also shares his perspective on the coexistence of traditional financial systems and digital assets, the role of digital wallets, and the regulatory developments that could shape adoption in the years ahead.Key insights:· How tokenization creates digital representations of financial assets· Why tokenization differs from cryptocurrencies and Bitcoin· How digital wallets could expand access to capital markets· Why traditional finance and digital assets may coexist· What role blockchain technology plays in financial infrastructure· How regulation could influence the future of tokenized markets

We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures

Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures

SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in stocks tied to AI. And finally, if you do buy SpaceX, what would need to happen to earn a reasonable return on your investment?Show NotesSpace Exploration Technologies Corp. Form S-1 Registration Statment Under the Securities Act of 1933—SECElon Musk Is Dropping a Boulder in a Kiddie Pool by Matteo Wong—The AtlanticPassive Aggressive: The Risks of Passive Investing Dominance by Chris Brightman and Campbell R. Harvey—SSRNPassive Investing and Market Quality by Philipp Höfler, Christian Schlag, and Maik Schmeling—SSRNInvestments MentionediShares Core S&P 500 ETF (IVV)Tema S&P 500 Historical Weight ETF Strategy (DSPY)Defiance Large Cap ex-Mag 7 (XMAG)Invesco S&P 500 Equal Weight (RSP)Invesco FTSE RAFI US 1000 (PRF)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

ETFs in Asia have grown significantly since the global financial crisis, but their role is changing. What began as a way to access markets is now expanding into broader portfolio applications as investors face more complex market conditions.In this episode of The Bid, Oscar Pulido speaks with Christian Obrist, Head of iShares Distribution in Asia, and Nick Peach, Head of iShares Asia Pacific at BlackRock. They discuss how ETF usage in the region has developed and how investors are applying them across different strategies.The conversation explores how education has shifted from fundamentals to advanced use cases, including liquidity management, tactical allocation, and operational efficiency. It also highlights the role of digital investors, the importance of local market development, and how ETFs are becoming more integrated into portfolio construction.Key moments in this episode00:00 Introduction02:15 How ETF usage in Asia has moved beyond market access03:55 Why ETF investor education is shifting toward advanced applications05:15 Active ETFs and Efficiency06:43 Asia Ecosystem Differences07:40 How digital investors are influencing ETF adoption08:59 Why local market listings matter for ETF accessibility11:27 How ETFs are becoming more integrated into portfolio construction13:52 Asia Weekend Travel Picks15:05 Wrap Up and DisclosuresSources: BlackRock client Survey May 2026

This week on Inside Startup Investing, Chris Lustrino sits down with Rebecca Kacaba, co-founder and CEO of DealMaker, one of the leading platforms powering retail capital raises for private companies. Rebecca discusses the growing influence of retail investors across private markets and IPOs, why companies like SpaceX, Reddit, Gemini, and others are increasingly allocating shares to retail participants, and how community ownership is becoming a strategic advantage for modern brands. The conversation explores DealMaker's unique approach to capital formation, helping companies build and own their own investor communities rather than relying solely on marketplace traffic. Chris and Rebecca also discuss repeat issuers, investor engagement, liquidity opportunities, sports ownership, regulatory developments, and the long-term future of retail investing. If you want to understand where private markets, equity crowdfunding, and retail ownership are heading over the next decade, this is a must-listen episode. Highlights include...  

We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. Finally, we explain why it's better to own a single stock than a single-stock covered call ETF, such as MSTY, NVDY, or TSLY, offered by YieldMax.Show NotesThe Dividend Disconnect - Samuel M. Hartzmark and David H. SolomonSam Hartzmark on Dividends - Meb Faber ResearchThe New American Hustle: Dividends Over Day Jobs - Denitsa Tsekova and Vildana Hajric - BloombergCovered Calls Uncovered - Roni Israelov and Lars N. Nielsen - Financial Analysts JournalVolatility Risk Premiums Embedded in Individual Equity Options: Some New Insights - Nikunj Kapadia and Gurdip singh BakshiSponsorsTake the Money for the Rest of Us book quiz to see which investing book is best for you.Delete Me – Use code David20 to get 20% offInvestment MentionedInvesco S&P 500 BuyWrite ETF (PBP)JPMorgan Equity Premium Income ETF (JEPI)WisdomTree Equity Premium Income Fund (WTPI)YieldMax TSLA Option Income Strategy ETF (TSLY)Tesla (TSLA)YieldMax NVDA Option Income Strategy ETF (NVDY)NVIDIA (NVDA )YieldMax MSTR Option Income Strategy ETF (MSTY)Strategy (MSTR)Related Episodes471: Unlocking Income—A Comprehensive Guide to Investing in Covered Call ETFs466: Does Dividend Investing Still Work?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Episode 80 of Harnessing Your Wealth, Billy and Shaun Peterson sit down with John Diehl, Senior Vice President of Applied Insights at Hartford Funds, to discuss one of the most emotional and important conversations families will face—caring for aging parents. Drawing from his work with the MIT AgeLab, John shares practical insight into recognizing early warning signs of aging, navigating difficult family conversations, and planning for future care before a crisis occurs. The discussion explores the emotional and financial realities of caregiving, the importance of preserving dignity and independence, and why avoiding these conversations can create lasting stress and conflict for families. The episode also dives into topics such as long-term care costs, fraud targeting seniors, powers of attorney, family wealth transfer, and the importance of passing down not only assets—but values, wisdom, and legacy. Through personal stories and real-life client experiences, Billy, Shaun, and John highlight how financial planning has evolved far beyond investments into helping families prepare for life's most difficult transitions. Takeaways Aging conversations are difficult, but avoiding them often creates greater emotional and financial stress later. Families should begin discussing caregiving, health concerns, and future wishes before a crisis occurs. Early warning signs of aging can appear gradually and may impact driving, finances, memory, and daily routines. Preserving dignity and independence is one of the most important parts of caring for aging parents. Financial planning today involves much more than investments—it includes family communication, caregiving preparation, and legacy planning. Long-term care costs can significantly impact retirement and family finances if not planned for early. Powers of attorney, healthcare directives, and estate planning documents are essential for every family. About our Guest:  John Diehl has been with The Hartford and Hartford Funds for more than 30 years. He's a Certified Financial Planner (CFP®) and also holds Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. As Senior Vice President of Applied Insights, John leads Hartford Funds' research efforts with the MIT AgeLab as well as other thought leaders. He oversees a team of industry experts who translate this research into actionable ideas for financial professionals and their clients across the U.S. John's views on the future of retirement planning have been published in the Wall Street Journal, Financial Planning magazine, and other publications, and he's been a featured guest on CNBC and Bloomberg Television. John also hosts the Hartford Funds' newly reimagined Human-centric Investing Podcast. Connect with John Diehl:  Human-centric Investing Podcast LinkedIn Hartford Funds  Resources & Previous Episodes of Interest: Real Stories of Fraud and Embezzlement – Part 2 (Ep. 46) Real Stories of Fraud and Embezzlement (Ep. 45) Investor Insights: The Current Market Mania (Ep. 30) Connect with Billy Peterson: Peterson Wealth Services: Billy Peterson LinkedIn: Billy Peterson Facebook: Peterson Wealth Services Instagram: Peterson Wealth Services YouTube: Peterson Wealth Services billy@petersonws.com 801-475-4002  Books by Billy Peterson can be purchased here Connect with Cade Peterson:  Peterson Wealth Services: Cade Peterson  LinkedIn: Cade Peterson cade@petersonws.com 801-475-4002 Connect with Shaun Peterson:  Peterson Wealth Services: Shaun Peterson LinkedIn: Shaun Peterson shaun@petersonws.com 801-475-400 This presentation is for informational and educational purposes only and should not be construed as individualized investment advice or a recommendation of any particular security, strategy, or investment product. The views and opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Peterson Wealth. The guest speaker is not affiliated with Peterson Wealth,  and Peterson Wealth does not endorse or guarantee the accuracy of third-party information.  The guest is not paid compensation for their participation; however, he/she may receive a non-cash gift from the firm.   Peterson Wealth is a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Any examples or illustrations used in this presentation are hypothetical in nature and for demonstration purposes only. You should consult with your personal financial, tax, or legal advisor before making any investment decisions.

Impact investing may have originated in the West. Its future is being shaped in the East.  From Singapore to South Korea, Japan to Hong Kong, investors in a mosaic of Asia-Pacific markets are leaning into Asia's distinctive edge in the global impact investment ecosystem: patient capital, intergenerational stewardship and disciplined innovation.The driver: a rising, intergenerational “now generation” steering the region's innovative operating businesses and investment portfolios toward sustainability and social impact.“There's this undercurrent of energy and willingness to try and come together,” Katy Yung, who leads the Hong Hong-based Sustainable Finance Initiative, tells ImpactAlpha's Dennis Price on the latest Agents of Impact podcast. “The reality is it has to be an intergenerational effort.”

Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global GDP and listed companies, while operating across distinct economic and policy cycles.In this episode of The Bid, Oscar Pulido speaks with Aarti Angara, Head of Global Product Solutions in Asia Pacific at BlackRock. They examine why Asia is gaining more attention from investors and how opportunities are developing across equities and fixed income.The conversation highlights the region's diversity across countries, sectors, and growth drivers. It also explores themes such as AI-related manufacturing, domestic consumption in emerging markets, Japan's shift in corporate behavior, and the role of Asian bond markets in diversificationKey moments in this episode:00:00 Introduction02:23 How Asia's scale is influencing its role in global portfolios04:20 Why policy and economic cycles differ across the region07:10 Why Japan's corporate and inflation dynamics are drawing attention08:36 Where AI-related manufacturing is concentrated10:20 How domestic consumption is developing in India and Southeast Asia12:47 How Asian fixed income behaves differently from developed markets14:35 How to Allocate in Asia17:42 Singapore Travel Tips18:50 Wrap Up and DisclosuresSources: Bloomberg May 12th 2026,

Don opens this Friday Q&A episode with a personal reflection on finally releasing his historical fiction novel The Line Uncrossed, inspired by his great-great-grandfather's imprisonment at Andersonville during the Civil War. Listener questions then cover the wisdom (or insanity) of converting millions from a traditional IRA to a Roth all at once, the evolving role of “538” savings accounts, why covered calls and options strategies often disappoint despite sounding clever, skepticism over the show's repeated praise of Avantis and Dimensional funds, and the surprisingly massive dollar amounts collected in ETF management fees. Throughout, Don leans hard into skepticism, simplicity, evidence-based investing, and the dangers of overcomplicating portfolios or tax planning.0:05 Friday Q&A tradition and how listeners submit spoken questions1:28 Don talks about releasing The Line Uncrossed next week2:22 Andersonville inspiration and writing historical fiction3:29 Listener asks about converting $4.1M traditional IRA to Roth to avoid RMDs5:55 Why a massive one-time Roth conversion could be financially disastrous7:17 RMD misconceptions and the need for professional tax planning8:13 Discussion of proposed “538” accounts and Roth conversion possibilities10:40 Listener asks about covered calls, selling puts, and options strategies12:06 Why buying options is gambling and covered calls eventually fail13:28 The illusion of downside protection with covered calls14:58 Skeptic questions repeated mentions of Avantis and Dimensional funds17:31 Don explains factor investing, Fama/French research, and fee tradeoffs20:30 Why TRM recommends Avantis and Dimensional despite higher costs20:38 Don responds directly to accusations of compensation or sponsorship21:47 Listener shocked by millions paid in ETF management fees22:26 What ETF management fees actually pay for behind the scenes23:27 Why large ETF operations require huge staffs and compliance teams24:33 Final call for listener questions and advisor meetingsQuestions? Comments? Click!

What has happened to commercial real estate — and where are the biggest opportunities now?  In this episode of How To, Gino Barbaro breaks down the current commercial real estate market, market cycles, economic uncertainty, interest rates, and how investors can position themselves to capitalize in today's environment. From understanding where we are in the real estate cycle to identifying opportunities during market shifts, this conversation explores practical strategies for investors, entrepreneurs, and anyone trying to build long-term wealth through real estate. Whether you're an experienced investor or just getting started, this episode offers actionable insights on navigating today's market and preparing for what's next.  This episode is brought to you by Wheelbarrow Profits — helping investors build long-term wealth through multifamily real estate, education, and community. Visit wheelbarrowprofits.com TIMESTAMPS 0:00 - Introduction to the multifamily market and commercial real estate. 0:22 - Welcome by Gino Barbaro. 0:32 - Discussion on market cycles and historical context. 1:00 - Impact of COVID and government actions on the market. 1:28 - The Jobs Act of 2017 and its effects. 1:57 - Explanation of bonus depreciation and tax incentives. 2:27 - Cost segregation and its benefits. 2:55 - Tax incentives for real estate professionals. 3:25 - Capital flow and market changes. 3:54 - Policy impacts on capital flow. 4:23 - Capital flow to certain states. 5:20 - Shift in investment strategies. 6:17 - Market cycle and investment opportunities. 7:14 - Challenges in flipping assets. 8:11 - Yield generation and inflation hedge. 9:07 - Impact of interest rates on investments. 10:04 - Market cycle repetition and current challenges. 11:01 - Current market stagnation and strategies. 12:35 - Private equity ownership in multifamily. 13:03 - Investment strategies for smaller investors. 14:26 - Challenges in current market valuations. 15:22 - Importance of broker connections. 16:21 - Building rapport with brokers. 17:46 - Connecting with credit unions and banks. 18:46 - Patience and conservative underwriting. 20:06 - Market supply and demand dynamics. 21:28 - Engaging with investors and preparing for opportunities. 22:24 - Summary and closing remarks. We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze his portfolio trades over the past 12 years.SponsorsSquare - Get up to $200 in hardwareDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesAlmost Reckless by Amy Smilovic—Penguin Random HouseRelated Episodes555: Five Practices That Have Shaped My Career127: Investing Is WayfindingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Retirement systems are undergoing a structural shift as traditional pensions decline and individuals take on greater responsibility for financial outcomes. Longer lifespans and evolving capital markets are making retirement planning more complex and consequential.Oscar Pulido speaks with Nick Nefouse, Global Head of Retirement Solutions at BlackRock. They discuss how defined contribution plans, target date funds, and regulatory changes are reshaping how individuals save, invest, and prepare for retirement.The conversation explores how retirement is moving from a focus on accumulation to income generation, particularly during the “retirement window.” It also highlights how global systems are converging toward similar models, and how innovation—across portfolio construction, private markets, and guaranteed income—is influencing long-term outcomes.Key insights:· How the shift from pensions to defined contribution plans is changing investor responsibility· Why longevity is reshaping retirement timelines and financial planning needs· How target date funds are simplifying access to capital markets for individuals· What the “retirement window” reveals about diverging investor outcomes· Where global retirement systems are converging despite regional differences· How income generation is becoming central to retirement portfolio design

Crypto investing is at a crossroads as digital assets move from speculative beginnings toward broader institutional adoption and integration into capital markets. As volatility persists and infrastructure evolves, investors are increasingly asking not what crypto is—but what role it plays in portfolios.Host Oscar Pulido is joined by Robbie Mitchnick, Head of Digital Assets at BlackRock, and Dan Morehead, CEO of Pantera Capital, live from Miami at BlackRock's Latin America Investment Forum. Together, they explore how crypto investing has evolved, why institutional participation is accelerating, and how investors are reassessing digital assets within diversified portfolios. The conversation examines the dual nature of crypto as both a volatile, risk-sensitive asset and a potential long-term diversifier. Robbie outlines how bitcoin's unique characteristics—scarcity, decentralization, and independence from sovereign systems—differentiate it from traditional assets in capital markets. Dan reflects on early conviction in crypto and why institutional adoption may still be in its early stages, despite growing awareness.Check out our previous episode on Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now: https://open.spotify.com/episode/7LTut5pKnHVfrOdoAFM5r9

I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.Topics covered include:Recommended note-taking app and practicesRecommended periodicalsHow to get better ideasWhy we need to understand the probabilities when pursuing a new courseThe latest insights on AI, prediction markets, and other topicsSponsorsSquare - Get up to $200 in hardwareDelete Me – Use code David20 to get 20% offLive Portfolio Cohort - May 2026Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesResearchers Asked LLMs for Strategic Advice. They Got “Trendslop” in Return. By Angelo Romasanta, Llewellyn D.W. Thomas and Natalia Levina—Harvard Business ReviewPaul KedroskyGregor Macdonald - Cold Eye EarthPrediction Market Accuracy: Crowd Wisdom or Informed Minority? By Roberto Gomez Cram, Yunhan Guo, Theis Ingerslev Jensen, and Howard KungU.S. Soldier Charged With Using Classified Information To Profit From Prediction Market Bets—Office of Public Affairs, U.S. Department of Justice64% of business books are profitable. That's the bottom line from our study of Business Book ROI.—Josh BernoffLibsyn Statistics, visualized—Livewire LabsThe Big Bang: A.I. Has Created a Code Overload By Mike Isaac and Erin Griffith—The New York TimesHigh earners race ahead on AI as workplace divide widens By Madhumita Murgia and John Burn-Murdoch—Financial TimesRelated Episodes496: Are You Taking Enough Aspirational Risk?535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the OppositeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about diversification and asset allocation across capital markets.In this episode of The Bid, host Oscar Pulido sits down with Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist at the BlackRock Investment Institute. Together, they explore why traditional portfolio construction frameworks may no longer be sufficient and how investors are adapting to a world of greater uncertainty, dispersion, and structural change. Vivek explains how megaforces such as AI investing and geopolitical fragmentation are creating unprecedented outcomes across markets, making static asset allocation less effective. He outlines why portfolio construction must become more dynamic and granular, with a deeper focus on underlying risk exposures rather than broad asset class buckets. The conversation also examines the growing importance of private markets, active strategies, and scenario analysis in navigating today's environment.Timestamps00:00 Introduction01:56 What's driving the shift in portfolio construction03:24 Megaforces: AI and geopolitics06:15 Rethinking traditional asset allocation09:27 Diversification in a new regime12:10 Total Portfolio Approach: Private markets and active strategies14:28 Scenario analysis and future outcomes17:48 Risks and maintaining structure19:00 Key takeawaysSources: Rethinking portfolio construction during transformation, BII February 2026portfolio construction, capital markets, AI investing, megaforces, asset allocation, private markets, stock market trends, investing strategy, diversificationThis 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this Higher Exchanges deep dive, we break down the cannabis sector at a critical moment following 4/20 and renewed momentum around federal rescheduling.Jesse Redmond is joined by Morgan Paxhia and Sammy J to focus on what's actually changing — and what investors should be paying attention to.Topics Covered:Federal cannabis rescheduling: what just happened and what comes next4/20 recap and what it says about consumer demandGreen Thumb Industries (GTI): best-in-class or fully valued?Vireo Growth: the roll-up strategy and integration riskC21 Investments: a quiet operator worth revisitingWhere the real long-term opportunity in cannabis liesSponsored by FlowhubThe all-in-one platform powering dispensaries with POS, inventory, compliance, and ecommerce.If you're investing in cannabis or tracking the evolution of the industry, this is a clear, focused breakdown of where things stand today.

Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalancing a portfolio. I will also answer your questions.You can sign up for this special webinar at https://moneyfortherestofus.com/webinar/See 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 the Jake & Gino How To Series, Gino shares a practical guide on how to invest your money with intention. Beyond just chasing returns, this conversation focuses on protecting your capital, building sustainable income streams, and creating long-term wealth. Gino also highlights the importance of side hustles as a way to generate additional income that can be reinvested into assets. Timestamps 00:00 – Introduction 01:12 – Why investing is more than just making money 03:05 – The importance of protecting your capital 05:20 – Understanding how money grows over time 08:10 – Active vs passive income explained 11:00 – The role of side hustles in building capital 14:25 – Turning income into investments 17:40 – Common mistakes new investors make 20:15 – Building a long-term investment strategy 23:50 – Mindset shifts for wealth creation 26:30 – Final thoughts & key takeaways This episode is brought to you by Wheelbarrow Profits. To learn more about multifamily investing and access valuable resources, visit:https://wheelbarrowprofits.com We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including target-date funds, risk parity, and role-based portfolios. We conclude with three AI-related fallacies that will help us better navigate the current moment.SponsorsSquare - Get up to $200 in hardwareDelete Me – Use code David20 to get 20% offLive Portfolio Cohort - May 2026Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesMoney for the Rest of Us Live Portfolio CohortsWhy Everything Suddenly Is ‘Perfect' by Paula Marantz Cohen—The Wall Street JournalYour Perfect Portfolio by Cullen Roche—Pan MacMillanMy Core Investment Values by Peter Lazaroff—Peter LazaroffShow Us Your Portfolio: Jared Dillian—Excess Returns: An Investing PodcastThe dystopian fantasy of uselessness by Stephen Cane—The Financial TimesRelated Episodes491: The Five Layers of Investing306: Three Approaches to Asset AllocationSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the reason most traders struggle…is because they're trying to predict something that simply can't be predicted? In this episode, we unpack why professional traders don't guess the market—and what they do instead to trade with consistency, clarity, and confidence. Many beginners assume success in trading comes down to predicting the next move—what the market will do tomorrow, how the Fed will act, or whether a stock will go up or down. But the reality is, those things can't be known ahead of time. And trying to predict them often leads to pressure, emotional decisions, and unnecessary losses. Instead, consistent traders focus on something far more reliable: recognizing patterns driven by human behavior. In this conversation, we walk through the common traps that keep traders stuck and introduce a better way forward—a probability-based mindset built on structure, not guesswork. You'll also learn the simple framework we call the "3-Legged Table," a system designed to help traders move from uncertainty to consistency by focusing on three key areas: fundamentals, technical patterns, and overall market tone. When these three work together, you're no longer trying to predict outcomes—you're learning to stack probability in your favor. We also talk about the importance of developing real skill sets—like identifying patterns, drawing trend lines, and practicing through paper trading—so you can gain understanding before ever risking real money. At TRADEway, we believe trading should be approached with discipline, stewardship, and wisdom—not hype or guesswork. As Ecclesiastes 1:9 reminds us, "there is no new thing under the sun." Patterns repeat, and when you learn to recognize them, everything begins to change. If you've ever felt the pressure of trying to "figure out" the market, this episode will help you take a step back—and show you a more grounded, consistent approach forward.

The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today's equity markets. With market concentration at historic highs, a handful of mega cap companies have driven much of the S&P 500's returns, raising questions about what lies beneath the surface.In this episode of The Bid, host Oscar Pulido speaks with Ibrahim Kanan, Head of the U.S. Core Equity Team within BlackRock's Fundamental Equities Group, about the growing relevance of the S&P 493 — the broader set of companies outside the largest names. They explore how market concentration has evolved, why a $200 billion company represents only a small fraction of the index, and what that means for portfolio exposure.The conversation highlights how earnings growth is beginning to broaden beyond mega cap stocks, supported in part by the expanding impact of AI investment across sectors. From industrials and healthcare to consumer and financials, companies are both benefiting from AI infrastructure spending and adopting AI to improve operations. As dispersion across companies increases, the discussion also examines how active investing, differentiation, and stock selection may play a larger role in navigating today's equity market.Key moments in this episode:00:00 Introduction01:24 How Unprecedented Is 40% market Concentration of Magnificent Seven?03:35 What the S&P 493 represents05:28 Best of the Rest Signals07:21 Earnings Growth and Convergence Explained08:04 AI CapEx Spreads Beyond Nvidia10:31 AI as a Competitive Edge13:14 Where Opportunities Show Up14:35 Beyond AI and Idiosyncratic Picks15:44 Diversification Mirage and Active Risk18:04 Investor Mindset in Volatile Markets19:56 Wrap UpCheck out this episode with Carrie King on her stock picks for 2026: https://open.spotify.com/episode/69Ndp7lM8wRRccLh7EfyPg

AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking the role bonds play in portfolios.In this episode of The Bid, host Oscar Pulido speaks with Jeff Rosenberg, Senior Fixed Income Portfolio Manager at BlackRock Systematic, about how AI and bond markets are evolving together. They explore how the rise of artificial intelligence is driving a new wave of capital investment, influencing real interest rates, and increasing debt issuance as companies finance AI infrastructure through bond markets.The conversation also examines how AI and bond markets intersect at the investment level. Rosenberg explains how advances in machine learning and generative AI are enhancing systematic investing, improving tools like sentiment analysis, and enabling deeper insights across thousands of issuers, central banks, and global markets.Finally, they discuss how modernization in fixed income — including electronic trading and the growth of bond ETFs — is transforming liquidity and price discovery. Together, these shifts are creating new opportunities and challenges for investors navigating a more complex and data-driven bond market.Key insights in this episode:00:00 Introduction to AI and Bonds02:20 From GFC to Post COVID - How bond markets have changed over time03:31 Bonds Beyond Ballast05:20 Inflation, rates, and diversification challenges06:53 Debt issuance and AI financing trends08:42 Generative AI Toolkit - using AI in fixed income investing10:14 ETFs and Price Discovery12:33 Systematic Investing and Data-Driven Strategies at Scale14:43 The Future of Bond Markets and AI and Technology17:04 Wrap Up and DisclosuresSources: Stock-Bond Diversification Offers Less Protection From Market Selloffs, IMF article, February 2026; “On Secular Stagnation in the Industrialized World”, Paper released by Harvard and Bank of England, 2019; “Financing the AI boom: from cash flows to debt”, BIS Bulletin paper, January 2026; ‘AI is eating software' and it is redefining supply chain decision-making as a result”, Supply Chain Management Review article, 2026; How AI is transforming Investing”, BlackRock 2026; The economic potential of generative AI: The next productivity frontier”, McKinsey 2026; “40 years of innovation in pursuit of alpha”, BlackRock, 2025; “Key Trends in Credit Markets for 2025” Barclays 2025AI and bond markets, fixed income investing, AI investing, bond market trends, systematic investing, capital markets, interest rates, bond ETFsThis 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment portfolio analysis tools. I also share more details on the live portfolio cohorts we will be holding next month.You can learn more about our live portfolio cohorts here.Show NotesI Saw Something New in San Francisco - Ezra Klein - New York TimesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Private markets are moving from the sidelines of institutional portfolios into the mainstream of wealth management. As companies stay private longer and financing increasingly happens outside public exchanges, investors are beginning to rethink how broad the traditional investment universe really is. The shift is raising a new question for portfolios: should investors be looking beyond public markets to access the full range of opportunities across capital markets?In this episode of The Bid, host Oscar Pulido speaks with Jon Diorio, Head of Product and Alternatives for BlackRock's U.S. Wealth Business, live from the Future Proof Citywide conference in Miami. Together they explore why interest in private markets has accelerated in recent years, how access for individual investors has expanded, and what's driving greater adoption among financial advisors.They also discuss how private markets differ from public markets — including liquidity considerations, longer investment horizons, and the potential role of what's often called an “illiquidity premium.” The conversation explores how private equity, private credit, infrastructure, and real estate investments may fit within diversified portfolios, why education and due diligence remain essential, and how the industry is evolving to integrate private assets more seamlessly into modern portfolio construction.Key insights from this episode:00:00 Introduction02:11 What are private markets and alternatives and Why Now?03:09 Why companies are staying private longer04:54 How access to private markets has expanded06:46 Are Private Markets for Everyone?08:33 Liquidity, time horizons, and the illiquidity premium11:33 How advisors integrate private markets into portfolios13:58 Challenges and due diligence in private markets15:21 Next Steps and Wrap Up16:59 Outro and DisclosuresSources: Bloomberg as at 12/31/2025, BlackRock US Wealth Survey Internal private markets investing, private equity, private credit, alternatives investing, portfolio diversification, capital markets, wealth management, investment strategiesThis 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How the Iran conflict and other developments could lead to another major financial crisis. What is different today from 2008? Why trying to seed a revolution is so risky. And finally, what can we do to prepare ourselves for the next financial crisis?SponsorsDelete Me – Use code David20 to get 20% offLive Portfolio Cohort - May 2026Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesRead Trump's full statement on Iran attacks—PBS NewsI Predicted the 2008 Financial Crisis. What Is Coming May Be Worse. By Richard Bookstaber—The New York TimesThe End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction By Richard BookstaberThe Poverty of Historicism By Karl PopperIran Is Trying to Defeat America in the Living Room By Karim Sadjadpour—The AtlanticIran war is the greatest threat to global energy ‘in history', warns IEA By Malcom Moore—Financial Times‘Once and for All' Means Never By Thomas L. Friedman—The New York TimesAI Isn't Coming for Everyone's Job By Adam Ozimek—The AtlanticRelated Episodes291: How To Survive the Coronavirus (COVID-19) Shutdown377: What If It's Different This Time?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the real difference between “saving money” and “building wealth” is just access and knowing how to level up? In this episode of Sharkpreneur, Seth Greene interviews Lane Kawaoka, Author of The Wealth Elevator, who went from engineering and traditional 401(k) investing to building a real estate portfolio of 11 rental properties by 2015 and leaving his day job in 2018. Lane explains the difference between “working-class” investing and “investor-class” investing—especially how accredited investors gain access to higher-quality commercial assets through syndications and private placements. He also breaks down the Wealth Elevator philosophy, the mindset shift from earning money to allocating capital, and how macroeconomics, operator skill, and liquidity constraints shape real-world investment outcomes. Key Takeaways:→ Many high-net-worth investors eventually trade scattered rental properties for larger apartment investments through pooled capital.→ Flipping properties usually involves more time and risk than long-term buy-and-hold or value-add commercial investments. → The difference between working-class and investor-class opportunities usually comes down to access to capital and larger deals. → Real estate syndications can provide investors with institutional-quality exposure while avoiding some of the inefficiencies associated with large public REIT structures.→ Surrounding yourself with experienced investors helps accelerate learning and improve decision-making. Lane Kawaoka owns 10,000+ rental units and leads the “Hui Deal Pipeline Club,” which has acquired over $2.1B+ of real estate by syndicating $200 million+ of private equity since 2016. He has returned over $ 45 million to his investors through distributions. Lane uses his Engineering degree to reverse-engineer wealth-building strategies the rich use in the Top-50 Investing Podcast, The Wealth Elevator. Connect With Lane:Website: https://thewealthelevator.com/Instagram: https://www.instagram.com/thewealthelevator/Facebook: https://www.facebook.com/TheWealthElevator/LinkedIn: https://www.linkedin.com/company/thewealthelevator/

When is good enough actually good enough? AI is reshaping how I work and live. And a member with a portfolio that's beaten an all-in-one Vanguard LifeStrategy fund for ten years asks whether the complexity is worth it — or whether it's time to simplify.SponsorsMasterworks - Invest in multimillion-dollar artwork offeringsDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesThe Upswing: How We Came Together a Century Ago and How We Can Do It Again by Robert Putnam—Simon &SchusterAn update on our model deprecation commitments for Claude Opus 3—AnthropicClaude's Corner—SubstackInvestments MentionedVanguard LifeStrategy Growth Fund Investor (VASGX)Masterworks DisclosuresListeners get priority access to Masterworks at https://www.Masterworks.com/davidArt correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index. Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation. Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.