Podcasts about investing podcast

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. Is your investment portfolio still on course, or has it quietly drifted off track? In this episode, Andrew and Mitch explain why a Mid-Year Portfolio Review is one of the most valuable habits for long term investors and why waiting until the end of the year could cost you opportunities. Using the simple analogy of an aircraft making constant course corrections, they discuss how successful investors regularly review their portfolios, rebalance asset allocation, assess risk, and make informed decisions before small issues become bigger problems. This episode walks through the key areas to review, including portfolio performance, diversification, capital gains tax considerations, superannuation, cash positions, and how your investments align with your financial goals. Rather than reacting emotionally to market movements, Andrew shares a practical framework for making measured adjustments that keep your investment strategy moving in the right direction. A Mid-Year Portfolio Review is not about chasing returns or predicting the market. It is about making thoughtful decisions based on where you are today and where you want to be by year's end. If you've been putting off your Mid-Year Portfolio Review, this episode offers the insights and action steps to help you course correct with confidence. Enjoyed this episode? Subscribe, leave us a review, and share it with someone who could benefit from a smarter approach to investing. 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  

AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new questions about scarcity, supply chains and where value may accrue next.In this episode of The Bid, host Oscar Pulido is joined by Tony Kim, Head of the Global Technology Team within BlackRock Fundamental Equities. Fresh from his 13th annual technology tour across San Francisco and Silicon Valley, Tony shares what he heard from leading innovators and how the AI conversation has evolved from model development to compute, infrastructure, physical AI and the changing shape of the technology stack.Tony explains why AI investing may increasingly require looking across multiple layers of the ecosystem: the physical layer of power, chips, data centers and cloud infrastructure; the intelligence layer of foundation models; and the application and services layer where disruption remains a central question. The discussion also explores how AI is creating both scarcity and abundance, why data center demand is reshaping supply chains, and how countries and companies tied to the compute build-out may be positioned differently from more service-oriented parts of the market.Check out our previous tech tour episodes with Tony Kim:2025 - https://open.spotify.com/episode/6ffqOgM2CDbJGEoaWjgjIP?si=418fdf5f886c4f622024 - https://open.spotify.com/episode/3ruCZNZ7vHghypqwnQzslg?si=e62206f037df409bKey moments in this episode:00:00 Introduction01:57 AI Wave Expands - How AI investing is expanding from model development into space, robotics and physical systems.05:28 AI Goes To Space - How low Earth orbit satellites could create new forms of AI data and, potentially, new compute architectures.07:51 Physical AI Adoption - Why autonomous vehicles, self-driving trucks and humanoid robots are part of the broader physical AI story10:00 Rewiring The Internet14:38 Where To Invest Now - How the shift in market value toward compute and model-centric companies is reshaping stock market trends.18:55 Risks And Optimism22:38 Wrap Up And What's Next on The Bid AI investing, artificial intelligence, technology investing, capital markets, megaforces, data centers, robotics, stock market trendsSources: BlackRock Fundamental Equities analysis of AI-related capex spending through 2030, as of July 2026; “How much does a GW of data center capacity actually cost” Investing.com, 2025; S&P Global Indices as at July 14th 2026This 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.

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We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:How AI capex boom compares to other large booms and bustsWhat fixed income vehicles hold AI-linked debtWhat mechanisms are being used to transfer AI-debt risk.How circular finance is contributing to the AI infrastructure buildoutWhat could go wrong with the AI infrastructure buildout that could lead to losses on AI-related debtHow to tell what exposure you have to AI debtSponsorsDelete 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 NotesAI debt slide deck used for episodeRBC Weighs $2 Billion Risk Transfer to Hedge Data Center-Linked Loans by Esteban Duarte and Paula Sambo—BloombergHyperscalers Tap External Financing as AI Capex Outruns Cash Flow—FactSet InsightWhat History Tells Us About The AI Investment Boom by Larry Swedroe—Financial AdvisorGoldman Sachs Warns on AI's Debt Tsunami — Is This the End of the AI Boom? by Rich Duprey—Yahoo! FinanceProgress and peril by Pablo Hernández de Cos—BISThe Opportunities and Risks AI Presents for the Economy and Financial System by Governor Lisa D. Cook—The Federal ReserveFinancial Stability Report by The Board of Governors of the Federal Reserve System—The Federal ReserveFinancing the AI infrastructure boom: on- and off-balance sheet borrowing by Egemen Eren, Ingomar Krohn and Karamfil Todorov—BISHow AI debt financing impacts duration supply and interest rates by Hugo De Vere, Srini Ramaswamy and Seth Searls—Federal Reserve Bank of DallasUS Life Insurers Held $807 Billion of Hard-to-Sell Credit by Alexandre Rajbhandari—BloombergInsurers are funding AI infrastructure – NAIC wants to know if the ratings hold up by Paul Lucas—Insurance BusinessUS Corporate Bonds Statistics—sifmaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. A market crash can be one of the most stressful times for investors, but it can also create some of the best buying opportunities. In this episode, Andrew and Mitch explain how experienced investors prepare for a market crash instead of fearing it. They reveal the 5 stocks they'd buy immediately if markets sold off, and why these businesses could offer strong long term value when prices fall. You'll learn what separates high quality companies from the rest, why patience and preparation matter during periods of volatility, and how to build a watchlist before the next market crash arrives. Rather than reacting to headlines or making emotional decisions, you'll hear the framework Andrew uses to identify companies with strong fundamentals, reliable earnings, and the potential to recover when markets stabilise. If you've ever wondered how to profit from the next stock market crash, this episode provides practical insights to help you think like a disciplined investor. From managing risk to recognising opportunity, you'll gain ideas you can apply before the next market crash catches investors by surprise. Tune in now to hear the 5 stocks we'd buy immediately and learn how to prepare for future market downturns with greater confidence. If you enjoyed this episode, subscribe, leave a review, and share it with someone who wants to invest smarter before the next market crash. 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  

The topics, stocks and shares mentions / discussed include:Commodities / Silver / Gold / TinFX TradingLife as a Trader / TradingCareer as a Market MakerTrading psychologyInvesting psychologySanDisk / SNDKApple / AAPLSpaceX / SPCXAi Risk Nanoco / NANOIntelligent Energy / Profit warnings / CapitulationPsychology / FOMO / Cognitive biasAchoring bias / Irrational marketsStocks tradingTakeoversStock MarketWealth ManagementTales from The Trading FloorFinancial EducationInvestor Summit sponsors, Keynote speakers, panellists & guestsThe 2026 Investor Summit tickets are now on SALE. Buy yours now! Investing Financial educationThe 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.

The USA got the ultimate red card when it came to the World Cup. Is crypto next? Where do you stand?Most crypto investors know what they own. Few know where they actually stand in the shift to on-chain finance.Start with ALEN, the free 60-second diagnostic that helps you understand where a digital asset fits within today's institutional market structure.→ https://tokentrustadvisors.xyz/alenWant the assets before they're headlines?Signals is my institutional watchlist, tracking the infrastructure, tokenization, and capital flows shaping the next phase of crypto.→ https://tokentrust.substack.comManaging significant capital, advising clients, or building an institutional allocation?Book a strategy session.→ https://calendly.com/meetwithchip/alignIf this episode helped you better understand where capital is moving, please follow the show and leave a review. It helps more investors discover the podcast.The Chip Mahoney Show is part of Big Pond Podcast and represented by DV Collective. Views are for educational and informational purposes only and should not be considered financial advice. Music licensed through Spotify Creators. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

#112: Want to know the exact difference between how a rookie analyzes a deal and how a seasoned pro spots an immediate "yes"? Most investors freeze before their first property because they lack one foundational skill.  Welcome to the Lenders playbook podcast Episode 112- we are your go to podcast for all things private lending, real estate and entrepreneurship, I am your host Matt Rosen In this episode, mortgage expert and real estate investor Gerard Mier shares his journey from high school roots to running a multi-project investment empire. We pull back the curtain on his exact process—from finding a deal to closing it and break down:The #1 skill you must master before buying your first property.The internal systems and key hires that allow him to scale projects while running a mortgage business.His $0 "start-over" blueprint and the habits driving his success.Ready to stop analyzing from the sidelines? Hit subscribe so you never miss an episode, and leave a 5-star review if this blueprint helped you plan your next deal!We would like to have you join us! Oct. 9-10 in Las Vegas at the Green Valley Ranch is the most anticipated private lending event of the year! Don't miss it! Go to https://www.americanlendingconference.com/

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. What separates those who build lasting wealth from those who never quite get there? Is it luck, talent, or something far simpler? In this episode, Andrew breaks down The 10 Millionaire Habits We Found After Analysing 100 Success Stories, revealing the common behaviours that consistently appeared among self made millionaires. Rather than focusing on quick wins or flashy investments, they unpack the practical millionaire habits that shape better financial decisions over time. From developing a long term mindset and taking calculated risks to building discipline, investing consistently, learning from setbacks, and surrounding yourself with the right people, this conversation highlights the patterns that repeatedly lead to financial success. These millionaire habits are not reserved for the wealthy. They are behaviours that anyone can begin applying to improve their financial future. If you've ever wondered what successful people do differently, or you're looking for practical ways to build wealth with greater confidence, this episode is packed with insights you can put into action today. You'll come away with a clearer understanding of the millionaire habits that have helped hundreds of successful people grow and protect their wealth over the long term. If you enjoyed this episode, subscribe for more investing and wealth building insights, leave us a review, and share this episode with someone who wants to build lasting financial success. 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  

Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a niche or even overlooked sector is now emerging as a critical pillar of global infrastructure and security.In this episode of The Bid, host Oscar Pulido sits down with Rolf Heitmeyer, Head of Industrials in BlackRock's Fundamental Equities Group, to explore the forces driving this shift in defense investing. They discuss the surge in global defense spending, the changing competitive landscape between incumbent contractors and new entrants, and how innovation - from AI-enabled systems to low-cost drones - is transforming modern warfare.As geopolitical megaforces continue to evolve and technology reshapes security priorities, defense investing is becoming an increasingly relevant theme for investors seeking to understand the intersection of global politics, innovation, and markets.Key moments in this episode:00:00 Introduction01:41 AI Spending Surge Explained04:52 Tech Industry Shakeup Ahead07:14 Attritable vs Exquisite09:49 Scaling the Arsenal11:32 Startup Innovation Tour14:39 Defense in Portfolios16:05 A Long Supercycle17:13 Wrap Up and DisclosuresDefense investing, capital markets, AI investing, megaforces, geopolitical risk, stock market trends, defense technologySources: “Venture capital investment in defense tech surges while M&A activity slows” S&P Global March 2026; “Over 11,000 munitions in 16 Days of the Iran War: ‘Command of the Reload' Governs Endurance” RUSI, March 2026; Department of War Statistics; Data from BlackRock Fundamental Equities as of April 2026.This 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.

Commodities are back in the spotlight and new data centers, expanding power grids, and manufacturing changes are driving explosive demand. However, years of underinvestment are making it hard to meet that increased consumer demand. With inflation, geopolitical tensions, and the growing demand for energy and raw materials adding to the mix, what questions should investors consider in today's market? In this episode, you'll hear what's driving markets such as copper, gold, oil, and agriculture, and why some investors are taking a fresh look at commodities for diversification and inflation protection. If demand keeps growing while supply remains constrained, what could that mean for portfolios in the years ahead? Join Hussein Allidina, Managing Director, Head of Commodities, TD Asset Management Inc. (TDAM), Humza Hussain, Vice President & Director, Commodities, TDAM, and Adam Grinbergs, Associate, Portfolio Research, TDAM as they examine the supply and demand forces shaping commodity markets and discuss the role they can play in portfolio diversification and inflation protection. Highlights include: 04:11 What commodities are and how investors gain exposure through futures markets 06:08 Why underinvestment, electrification, AI infrastructure, and reshoring are supporting commodity demand 11:03 Copper's supply challenge and why new production is taking longer to develop 16:00 The role commodities can play in diversification and inflation protection 23:19 Views on key commodity markets, including agriculture, natural gas, copper, gold, and oil       For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. If you've ever wondered why some people build serious wealth while others stay stuck on the savings treadmill, this episode is for you. Andrew breaks down the 5 assets that make people richer, from owning and scaling a business to leveraging property, cash flow assets and financial education itself. You'll learn why you can't save your way to wealth, and why the truly wealthy focus on acquiring assets that make people richer instead of chasing a bigger pay cheque. Andrew shares real stories from his own journey building a business, along with practical insight into structuring for tax effectiveness, managing cash flow and avoiding the classic traps that trip up so many aspiring business owners. Andrew keeps the conversation grounded, asking the questions every listener wants answered about risk, diversification and where to start. Whether you're just starting your wealth journey or looking to sharpen your existing strategy, this episode lays out exactly which assets that make people richer deserve a place in your portfolio, and how to approach each one with your eyes wide open. Tune in now to discover the 5 assets that make people richer and start building the financial future you deserve. If you enjoyed this episode, subscribe to the Money and Investing Show, leave us a review, and share it with someone who's ready to start building real wealth. 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  

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.

On this special Independence Day episode of the Investor Professor Podcast, We explore why the United States has been the greatest wealth-creating nation in history and why he believes it will continue to reward long-term investors. With America representing just 4% of the world's population but nearly 62% of global stock market value, Ryan breaks down the powerful combination of innovation, entrepreneurship, strong property rights, and capital markets that have fueled generations of extraordinary investment returns. From Walmart and Home Depot to Netflix and NVIDIA, discover how every decade has produced transformational companies—and why the next generation of winners is likely being built today.We also explain why successful investing requires thinking in decades instead of days, tuning out market headlines, and embracing the timeless wisdom of investors like Warren Buffett, Peter Lynch, and John Bogle. Whether you're building wealth for yourself, your children, or future generations, this episode is a reminder that investing isn't just about buying stocks—it's about believing in innovation, patience, and the long-term power of American capitalism.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.  Past performance is no guarantee of future results.

Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to the practical realities of building the systems that support it.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about BlackRock's 2026 Midyear Outlook. Together they examine the report's central theme - scarcity versus abundance - and discuss how AI, higher capital requirements, geopolitics, and structural economic changes are influencing today's investment landscape.Jean explains why today's market environment is defined by multiple competing outcomes rather than a single base case, introducing the concept of "polyfurcation." He also explores the evolving AI investment opportunity, the importance of infrastructure, the role of tactical portfolio construction, and why investors may need to rethink traditional diversification as megaforces continue to reshape markets.Key insightsHow AI is creating both new opportunities and new economic constraintsWhy scarcity has become a defining macroeconomic themeHow "polyfurcation" changes the way investors think about uncertaintyWhy infrastructure is becoming central to the AI investment storyHow portfolios may evolve beyond traditional asset class diversificationWhere investors are focusing as AI continues to reshape global marketsAI investing, Midyear Outlook, capital markets, infrastructure investing, megaforces, stock market trends, artificial intelligence, global economySources: BlackRock Investment Institute, Midyear Outlook 2026This 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.

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.

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)

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.

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.