Podcasts about investing podcast

A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future. Episode SponsorsLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsDelete 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 NotesInside the relentless race for AI capacity—The Financial TimesInside the AI race: can data centres ever truly be green?—The Financial TimesThe Kanye/Data Center Crossover by Paul Kedrosky—Paul KedroskyRelated Episodes531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?520: Where Are We Heading?501: Strategy and Systems Want Your Money496: Are You Taking Enough Aspirational Risk?492: The Power of Optionality: Small Bets, Big Payoffs482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and CreativitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to hear:What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this?Why is finding meaning in the mundane such an important part of living a fulfilled life?Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement?What psychological benefits accrue as a result of seeing your job as a calling rather than a simple means to and end?What is Dr. Amy Wrzesniewski's idea of “job crafting?”What is “minimization,” as a psychological principle, and why is it so detrimental?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2089-U-25216

In today's episode, Kip dives into the exciting developments shaking up the market and investor landscape. Beginning with President Trump's headline-making move to allow 401(k) investments into private equity and Bitcoin, and what it means for your portfolio. Kip explains how this will lead to an expansion of liquidity, fueling this bull market. Finally, he explains why America is seeing a return to the "wild west" of free-market capitalism. Tune into today's podcast to learn more. 

Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor.Episode SponsorDelete 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 NotesFEG Insight Bridge episode pageSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Kip takes us through a powerful midweek market wrap. Kip reflects on another strong performance from the markets, diving into the ongoing debate around seasonality, market timing, and why his team at VRA remains bullish despite the cautionary tales from “seasonality bears.” He discusses the importance of a disciplined approach to investing and how systematic monthly dollar cost averaging in their top growth stocks has become a game changer by removing emotion from decision making. Kip also revisits his conviction that the bear market ended in early April, comparing the current recovery to the post-pandemic rally and making a bold case for why trying to time exits based on seasonal charts could be a mistake right now. He touches on striking topics from the mechanics of inflation, interest rates, and America's “melt-up” moment, to the impact tariffs have or rather have not on inflation. Tune into today's podcast to learn more.

In this third episode of the Holy Grail of Investing Podcast, Tony Robbins and Christopher Zook sit down with Jason Ballard, founder and CEO of ICON.    ICON is one of the most disruptive technology companies of the past decade as they redefine our understanding or home construction using 3D printing, robotics, software and advanced materials.   Jason's vision stretches from solving the world's housing crises to partnering with NASA to build structures on the Moon!   Jason's personal story is one of fearless faith, personal trials and perfecting the art of “joyful grit.” 

Artificial intelligence is everywhere right now.    And if you're a trader, you're probably wondering, “Should I let AI help me trade?”    Well today we're going to break down three big advantages of using AI in stock trading, and three disadvantages that could absolutely destroy your accounts.   You NEED to know these before you dive into using AI to trade.   Stick around til the end because I'll show you the best way for you to get started in trading without letting the tech get in the way.  

In today's episode, host Kip Herriage takes us on a dynamic ride through market action following a dramatic bounce back Monday, highlighting why the rally is real and not just another “dead cat bounce.” From dissecting questionable government economic data and critiquing Fed leadership, to spotlighting the power of real-time AI-fueled economic reporting, Kip unpacks why he believes America's economic future is looking brighter than ever and why now could be a magical time for optimists and investors alike. Tune into today's podcast to learn more. 

In this episode of the Money and Investing show, Andrew Baxter and Mitch explain their flagship strategy, Cash Flow on Demand. With more than 25 years of experience, they take you through the three core steps of the strategy: buying quality assets, generating consistent income using options, and applying proper risk management. Learn how Cash Flow on Demand works across shares, ETFs, and other investments to provide steady income without relying on dividends. The approach is built for different market conditions and suits a wide range of investors. You will also hear real examples from clients who have used this strategy to outperform traditional investments while reducing risk. If you want to build income and protect your capital, this episode is worth your time. Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1  FREE Online Training with Andrew Baxter: https://bit.ly/cod-online   Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/  The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/  The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387  

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Stevie's pick is a deep dive into the technology and AI investing trends coming out of Silicon Valley featuring Tony Kim, BlackRock portfolio manager and technology investing expert.AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future?Tony Kim, portfolio manager from BlackRock's Fundamental Equities team, joins Oscar to explore the evolving conversation around technology and AI investing among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing.Sources: Google Investor call, July 2024 per Sundar Pichai.Original episode aired September 13th 2024Key moments in this episode:00:00 Introduction to The Bid's summer series Part Two and Stevie's Favourite Episode: Tech and AI Investing Trends02:15 Tony Kim on the Evolution of AI in Tech03:50 AI's Impact on Various Industries05:16 Investment Opportunities in AI08:07 The Future of AI and Quantum Computing21:20 Historical Perspectives and Future Insights22:44 Conclusion and Upcoming Episodes

Welcome to The Lenders Playbook, Episode 83 where we dive into the minds of the top performers in private lending and real estate. I am your host, Matt Rosen.Today's guest is none other than Anthony Geraci. Anthony has scaled multiple companies Geraci Law, Stratus Finance, and Move and services as the Vice chair and Founder of AAPL— Anthin d brings a wealth of insight on leadership, strategy, and the future of lending.We'll cover how he spots great opportunities, the biggest mistakes lenders make, and how AI and regulation are reshaping the industry.Quick heads up: If you haven't grabbed your seat for the American Lending Conference, its happening Sept. 3–4 in Las Vegas, now's the time. This is where capital, deal flow, and a thriving community connects. Visit AmericanLendingConference.com—seats are almost gone.Lets bring him on...

In today's episode, Kip unpacks a whirlwind Friday filled with dramatic moves in interest rates, big swings for gold and the stock market, and a heated discussion about the credibility of government jobs data following a high-profile firing at the Bureau of Labor Statistics. He also offers his sharp perspective on how political maneuvering might be impacting economic reports, gives an update on the red hot IPO market, and makes a bullish case for gold and Bitcoin. Plus, Kip breaks down why he believes this is only the beginning of a generational bull market despite the headlines warning of recession and shares some actionable investing wisdom you won't want to miss. Tune into today's podcast to learn more. 

Tune in to hear:How does Guy de Maupassant's short story, The Necklace, illustrate the importance of gratitude and how a lack of it can lead to personal misfortune?What does contemporary Psychology research show about the transformative power of gratitude in our lives?What are some examples of reciprocal altruism in the Animal Kingdom, aside from humans?Why is gratitude sometimes called the mother of all virtues?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In today's episode, Tyler dives into the latest tech earnings reports following another busy week of Q2 Earnings. Tyler also pulls back the curtain on Federal Reserve decisions, the ongoing impact of J Powell's policy decisions, and why this moment in the market cycle might be a golden "buy the dip" opportunity. Tune into today's podcast to learn more.

David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attentional capital, distinguishing risk from uncertainty, and the importance of taking microactions.Insiders 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 NotesCarl Richard's website, Behavior GapYour Money: Reimagining Wealth in 97 Simple Sketches by Carl RichardsRelated Episodes496: Are You Taking Enough Aspirational Risk?394: How to Get Better at Risk Taking135: Embrace the MessinessSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Kip dives into the Federal Reserve following today's FOMC meeting, and more importantly, he breaks down the market's reaction to J Powell's ongoing policy mistake. You'll also hear Kip break down this week's blockbuster earnings from tech giants like Meta and Microsoft, highlight the structural strength in corporate America, and touch on why he still sees massive upside ahead for U.S. markets. Tune into today's podcast for a comprehensive breakdown of today's stock market action.

In today's episode, Kip breaks down another action packed day in the markets as we ride a six day streak of all time highs. Kip covers everything from the kickoff of the latest Fed meeting to the robust Q2 earnings reports that have been easily beating analyst expectations. He dives deep into market seasonality, the looming U.S.-China trade talks, and discusses why there's still plenty of cash on the sidelines ready to jump in should we see any pullback. Tune into today's podcast to learn more. 

In today's episode, Kip dives deep into the markets hitting fresh all-time highs, with both the Nasdaq and S&P 500 continuing their impressive melt-up. He highlights the explosive gains of Nvidia as it closes at another record high, cementing its place as the king of semiconductors. Kip also discusses why he believes we're in the midst of a powerful bull market, defying the usual “August-September-October” bearish seasonality warnings dominating Wall Street's headlines.

In today's episode, Tyler recaps an exciting week of stock market action, from Q2 earnings to economic data and All-time Highs from the S&P 500 and NASDAQ. Looking ahead, Tyler sets the stage for what to watch from in next week's jam-packed market calendar. Whether you're an investing pro or just getting started, you'll get actionable insights on where the market's headed, what to look out for, and why it's still early in this historic rally.

Tune in to hear:What novel approach did Hungarian Mathematician Abraham Wald utilize to better understand which parts of American planes needed improved armor during WWII?What is “survivorship bias” and how did Abraham Wald avoid this?Why does professor Scott Galloway suggest that we should follow our talent, or gift, rather than our passion?What are the key differences between a fixed mindset and a growth mindset and what do life's outcomes for each mindset look like, on average?Why is effort more predictive of success in romantic relationships than passion?Why do we tend to lose intrinsic motivation, or passion, for tasks for which there is an extrinsic reward like a paycheck?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In today's episode, Kip takes us through a whirlwind day in the markets, following yesterday's explosive rally on the Dow and today's pullback. Kip dives deep into why he believes we've officially moved out of a historic string of bear markets and are now entering what he calls the “golden age” for investors, a period that could rival the roaring late '90s and usher in massive wealth creation through the end of the decade. Tune into today's podcast to learn more.

A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter.Insiders 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 NotesTrump Executive Order to Help Open Up 401(k)s to Private Markets by Miriam Gottfried, Dylan Tokar, and Matt Wirz—The Wall Street JournalDonald Trump set to open US retirement market to crypto investments by Antoine Gara, Jamie John, and Stephanie Stacey—The Financial TimesU.S. Labor Department Allows Private Equity in 401(k) Plans by Chris Cumming—The Wall Street JournalU.S. Department of Labor Supplement Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives—U.S. Department of LaborState Street New TDF Includes Private Assets by PSCA Net Staff—PSCAThe Power of Private Markets by Robert Crothers et al.—BlackRockUNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT OPINION No. 22-16268The Relentless Ask: Private Markets Are Eating the World by Michael Batnick—The Irrelevant InvestorDon't Buy Into This Easy Fix for Stock-Market Craziness by Jason Zweig—The Wall Street JournalThe Private Equity Boom Is Leaving Midsize Players Behind by Preeti Singh and Laura Benitez—Bloomberg401(k) Retirement Plans: Many Participants Do Not Understand Fee Information, but DOL Could Take Additional Steps to Help Them—U.S. Government Accountability OfficeDEFINED CONTRIBUTION PLANS AND THE CHALLENGE OF FINANCIAL ILLITERACY by Jill E. Fisch, Annamaria Lusardi, and Andrea Hasler—CornellOn Endowments and Unintended Consequences by Paul Kedrosky—Paul KedroskyRelated Episodes509: How to Invest in Private Credit / Direct Lending?497: How to Fix the Retirement Savings Crisis490: Should You Invest in Private Equity?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Kip returns and dives right into the latest action on Wall Street, recapping a big day for the markets and some headline grabbing earnings. Kip spotlights Tesla's latest earnings report, breaking down the numbers and sharing his bullish outlook for Elon Musk's ever evolving company including updates on AI, robotics, and the promising future of autonomous vehicles. He also touches on major tariff news between the U.S. and Japan, discusses why small cap stocks are starting to heat up, and highlights the generational opportunity he sees in the ongoing “innovation revolution.” Tune into today's podcast to learn more. 

#82: If you've ever thought about getting into private lending or scaling what you've already started today's episode is a must-listen. Even if you have no money! This conversation could easily be a paid workshop. It's that good.I'm sitting down with Logan Richetti someone who's built world class systems, communities, and platforms that are shaping the future of it. From Finley Capital to LendSafe to LendPrivate, he's architecting one of the most practical, scalable paths I have seen in private lending.We talk about how to start lending without a big team, how to raise money the right way (especially from friends and family), what kind of lifestyle this business can create, and the core reasons some lenders thrive while others stall out.Whether you're a broker, an investor with capital, or someone ready to make lending your main thing,  this episode will give you the tools, mindset, and clarity to move forward fast. Please share this with your friends. National Private Lending Conferencehttps://www.americanlendingconference.com/Show notes, resources, replays here

Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland.In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. Original episode aired January 24th 2025Key moments in this episode:00:00 Introduction to The Bid's Best of Summer Series00:49 Oscar's Favorite Episode: Geopolitics Live from Davos03:02 Insights from Davos: Geopolitical and Economic Outlook05:35 The Impact of AI and Technology07:41 US-China Relations and Global Fragmentation10:59 Economic Outlook for 202518:02 Europe's Response to Global Challenges26:00 Reflections and Closing Remarks

In today's episode, Tyler breaks down an exciting day of stock market action on Wall Street, highlighting a number of All-Time Highs from our major indexes to the semiconductors. He also discusses a record level of companies reporting earnings beats, and what to expect from tech earnings going forward. Tune in for the latest, actionable, market-driven analysis. 

We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity?SponsorsMoney for the Rest of Us PlusAsset CampShow NotesBehind the Curtain: A white-collar bloodbath by Jim VandeHei and Mike Allen—AxiosYuval Noah Harari Statement - Post by Nunki08—RedditChallenger Report June 2025—Challenger, Gray & ChristmasEntry level jobs fall by nearly a third since ChatGPT launch by Karl Matchett—The IndependentStrategic Insights for M&A in the Evolving AI Market—S&P GlobalNvidia Becomes First Public Company Worth $4 Trillion by Tripp Mickle—The New York TimesSilicon Valley is racing to build the first $1trn unicorn—The EconomistHow to use generative AI to augment your workforce by Betsy Vereckey—MIT ManagementHumans must remain at the heart of the AI story by Marc Benioff—The Financial TimesThe AI Industry Is Radicalizing by Matteo Wong—The AtlanticTASKS, AUTOMATION, AND THE RISE IN U.S. WAGE INEQUALITY by DARON ACEMOGLU AND PASCUAL RESTREPO—EconometricaMyPillow CEO's lawyers fined for AI-generated court filing in Denver defamation case by Olivia Prentzel—The Colorado SunWhich Workers Will A.I. Hurt Most: The Young or the Experienced? by Noam Scheiber—The New York TimesGenerative AI at Work by Erik Brynjolfsson, Danielle Li, Lindsey Raymond—Oxford AcademicThe Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity by Parshin Shojaee et al.—AppleRelated Episodes507: Where You Live Matters – How Geography Contributes to Wealth457: AI's Fork in the Road: Societal Bliss or Existential Threat439: How and Why to Invest in AI417: Will Generative AI Replace Your Job?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Kip unpacks a wild market day amid rumors of Fed Chair Jay Powell's potential ousting and its investor impact. Celebrating VRA's 22nd anniversary, he shares his Wall Street-to-VRA journey and mentor lessons that fueled decades of wins. Discover why the bull market's best is ahead—tune in for actionable optimism!

In today's episode, Kip calls out the mainstream financial media for their take on inflation and the impact of Trump's tariffs, sharing his unfiltered views on the Federal Reserve and Jay Powell's role in the current economic landscape. He also recaps the start of Q2 earnings and shares his outlook for the quarter. Tune into today's podcast to learn more

In today's episode, Kip kicks off what promises to be a big week on Wall Street. With Q2 earnings season officially starting, Kip dives into why he believes the mainstream analysts have it all wrong once again. Kip will also discuss his economic expectations for the second half of 2025 and beyond, as well as his bullish outlook on Bitcoin's next moves. Tune into today's podcast to learn more.

In today's episode, Tyler recaps a week of all-time highs on Wall Street, including fresh all-time highs in the markets, an impressive surge in semiconductors, and the latest moves in inflationary assets like gold, silver, and Bitcoin. He also discusses the impacts of rising money supply, U.S. Stock Market Dominance, and a potential shake-up at the Federal Reserve. Tune into today's podcast to learn more.

Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook for the global economy? Is stock market volatility presenting opportunities for long-term investors? Can bonds help to balance equity risk in your portfolio? We'll tackle those questions and more. #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 ©2025 Capital Group 

In today's episode, Kip breaks down yet another record-setting day on Wall Street, as the S&P 500 and Nasdaq hit all-time highs and the market continues its “generational bull run.” Kip dives into the key factors fueling this surge, including unprecedented market liquidity, trillions sitting on the sidelines in money market funds and home equity, and the strength of American corporations with flush balance sheets and less debt than ever before. Tune into today's podcast to learn more.

How the investing landscape is being reshaped by the global race for critical minerals.Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:How mining and mineral processing workWhat are critical minerals, what is driving the demand for them, and will it continueHow the rise of passive management has led to underinvestment in miningHow to reconcile care for the environment and the need to mine critical mineralsWhat are the attributes that contribute to successful private capital investmentsWhy querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.Episode SponsorsDelete 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 NotesFEG Insight Bridge episode page with transcriptKinterra CapitalRelated Episodes526: The Future of Power: Energy at a Crossroads with Scott Harland384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Kip dives into pressing market updates and shares his optimistic outlook for the economy, predicting explosive growth and new highs for stocks and cryptocurrencies alike. He covers everything from the latest on Lost Soldier Oil and Gas and Nvidia's historic $4 trillion market cap, to bitcoin's record-breaking run. Kip doesn't shy away from hot topics, touching on political controversies, the latest headlines, and how they intersect with market trends. He makes a strong case for why the coming year could see the U.S. economy soar, highlighting powerful tailwinds like innovation, AI, and the ongoing “melt-up” in the bull market.

In today's episode, Kip dives right into the latest market action, breaking down the recent volatility and what it means for investors. He highlights why yesterday's market decline wasn't a surprise for the VRA team, given the major indexes hitting extreme overbought levels, and shares key reasons for ongoing bullishness including surging money supply, resilient retail investors, and a mountain of cash still sitting on the sidelines. Tune into today's podcast to learn more. 

Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are serving as tailwinds. Samir discusses his comfort with volatility, his interest in family-owned companies and how he factors currency into global investing. He also shares his optimism about European banks and Japan's laser focus on creating shareholder value. If you're interested in taking a deeper dive into the investment opportunity in South Asia as an emerging market, or just share Samir's love of cricket, 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all   YouTube: https://www.youtube.com/@CapitalGroup/videos   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 ©2025 Capital Group

Tune in to hear:What are anti-goals and why are they often just as, if not more, powerful than goals?What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain?Why do humans have asymmetrical risk preferences and what does this reveal about human nature?What did famous investor Charlie Munger mean by his famous quote “invert, always invert?”What is the Stoic exercise of “Premitatio Malorum” and how can it be used in everyday life?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1754-U-25176

So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm's 2025 Midyear Outlook.They explore why the long-term economic picture has become less predictable, how mega forces like AI and geopolitical fragmentation are reshaping global economic markets, and what “investing in the here and now” really means. From the role of private capital in funding infrastructure and energy to the balance between strategic and tactical asset allocation, Glenn shares how investors can find opportunity amid uncertainty in the economy—and what risks investors should watch for in the second half of the year.Sources: 2025 Midyear Outlook, BlackRock Investment InstituteKey moments in this episode:00:00 Introduction to 2025 Market Volatility01:55 Introducing the Investment Midyear Outlook02:46 Geopolitical Fragmentation and Mega Forces03:48 3 Investment Themes In 202505:10 Navigating Uncertainty and Risk08:47 The Role of AI and Energy in Investments13:19 Geopolitical Landscape and Trade Policies16:49 Conclusion and Key Takeaways19:30 Summer Series on The Bid

In today's episode, Tyler breaks down a record-breaking day on Wall Street, with semiconductors hitting all-time highs for the first time in 50 weeks. He delves into the trends driving this bull market, such as the increasing M2 Money Supply and the declining U.S. Dollar, and explains why owning inflationary assets is crucial for retail investors. Tune into today's podcast to learn more.

In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research by The BlackRock Foundation. So how can investors ensure they're pulling all the levers at their disposal to retire on their own terms?Rob Crothers, Head of U.S. Retirement for BlackRock, will discuss the current state of the retirement landscape and help us unpack a toolkit for retirement savers that's been proposed by the Bipartisan Policy Center and how investors and employers can plan for the future.Key moments in this episode:00:00 Introduction: The Importance of Saving for Retirement00:17 Exploring the SECURE 2.0 Act and Retirement Universals02:01 Current Retirement Landscape and Policy Changes04:06 BlackRock's D.C. Retirement Summit and Key Recommendations06:28 Mechanisms for Better Saving Behavior11:40 Encouraging Early Financial Education14:24 Market Volatility and Long-Term Saving Strategies16:50 Actionable Retirement Considerations18:18 Conclusion and Upcoming TopicsCheck out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq

We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.Topics covered include:How large are the top 5 robo-advisorsRobo-advisor feesRobo-advisor holdingsWhy robo-advisors are turning toward direct indexing for tax loss harvestingHow much excess return does tax loss harvesting generateWho can benefit from using robo-advisorsSponsorsAsset CampLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders 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 Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRNAn Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRNRelated Episodes398: When Should You Hire An Investment Advisor? Two Case Studies92: What Robo-Advisors RecommendSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation.Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today's markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions.Key moments in this episode:00:00 Investment Uncertainty in 202502:23 Pursuing Consistent Alpha in Volatile Markets04:02 The Role of Data and Technology04:26 Alternative Data in Action07:53 Systematic Investing and Technology12:44 Human and Machine Collaboration16:07 Considerations for Individual Investors18:47 Conclusion and Next Episode PreviewCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder.SponsorsNetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders 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 NotesOf Dollars and Data - Nick MaggiulliThe Wealth Ladder by Nick MaggiulliRitzholz Wealth ManagementRelated Episodes461: How Much Should Your Net Worth Grow Each Year?252: How to Become Wealthy119: Investing Won't Make You RichSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Following our last episode on U.S. equities with Carrie King, we're expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment.Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA, and Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock, will unpack how equity markets across Europe and Asia are responding to these changing dynamics, whether companies are absorbing the cost of tariffs or passing them on to consumers, and what resilience looks like for investors in markets shaped by volatility and transformation.Key moments in this episode:00:00 Introduction to Global Equity Markets Landscape02:00 Asian Market Dynamics and Tariff Strategies04:05 European Companies' Resilience and Stock Specifics06:53 Drivers of European Market Performance08:30 AI and Other Investment Opportunities in APAC11:08 Themes and Opportunities in European Equities13:08 Insights on UK Market and Investor Strategies19:42 Conclusion and Final ThoughtsCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, their applications, and the associated risks. We also discuss the surprising political pushback against central bank digital currencies.Episode SponsorsDelete Me – Use code David20 to get 20% offNetSuite Insiders 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 NotesTop Stablecoin Tokens by Market Capitalization—CoinMarketCapRuns and Flights to Safety: Are Stablecoins the New Money Market Funds? by Kenechukwu Anadu et al—New York FedAmendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933—SECWhy Crypto Stablecoins Still Worry the Fed by Olga Kharif and Yueqi Yang—BloombergCentral Bank Digital Currency Tracker—Atlantic CouncilSTRENGTHENING AMERICAN LEADERSHIP IN DIGITAL FINANCIAL TECHNOLOGY—The White HouseStablecoins and monetary sovereignty: the ball is in Europe's court by Ignazio Angeloni—The Financial TimesRelated Episodes488: Should You Invest in an Ethereum ETF?424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank387: Why Most Money Fails373: Are Stablecoins Safe? Should You Own Them?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy.Topics covered include:The necessity of a balanced energy mix, including traditional and renewable energy sourcesHow the private sector is playing a larger role in building out energy infrastructureRising energy demand from data centers and AI, and how that demand can be metInsiders 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 NotesHungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight BridgeRelated Episodes502: Should You Invest in Nuclear Energy?469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.