Podcasts about Investment management

Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class's stable and predictable cashflows can also offer downside protection, she argues. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stable financial future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Morgan Stanley Research analyst Mark Schmidt and Investment Management's Craig Brandon discuss the heightened uncertainty in the U.S. municipal bonds market.Read more insights from Morgan Stanley.For a full list of episode disclosures click here.----- Transcript -----Mark Schmidt: Welcome to Thoughts on the Market. I'm Mark Schmidt, Morgan Stanley's Head of Municipal Strategy.Craig Brandon: I'm Craig Brandon, Co-Director of Municipal Investments at Morgan Stanley Investment Management.Mark Schmidt: Today, let's talk about the biggest market you hardly ever hear about – municipal bonds, a $4 trillion asset class.It's Monday, May 5th at 10am in Boston.Mark Schmidt: If you've driven, flown, gone to school or turned on a tap, chances are munis made it happen. Although munis are late cycle haven, they were not immune to the latest bout of market volatility. Craig, why was April so tough?Craig Brandon: So, what we say in April, it was sort of the trifecta of things that happened that were a little different than other asset classes. The first thing that happened is we saw a significant increase in treasury rates – and munis are generally correlated to treasuries. We're a very high-quality asset class, that's viewed as a duration asset class. So, one thing we saw were rates going up. When we see rates going up, you generally see money coming out of the market, right? So, I think investors were a little bit impacted by the higher rates, the correlation to treasuries, the duration, and saw some flows out of the market.Secondly, what we saw is conversation about the tax exemption in Washington D.C. What that did is it caused muni issuers to pull their issuance forward. So, if you're an infrastructure issuer, you are issuing bonds in the next year to year and a half; you're going to pull that forward because if there's any risk of loss of the tax exemption, you want to get these bonds issued today. So that's basically what drives technicals. It's supply and demand. So, what we saw was a decrease in demand because of higher rates; an increase in supply because of issuance being pulled forward.And the third part of the trifecta we refer to is the conversations about the economy. So, I would put that, it's sort of a distant third, but there's still conversations about maybe credit weakness driven by a slowing economy.Mark Schmidt: Craig, your team has been through a lot of tough market cycles. Given your experience, how did the most recent selloff compare? And why was it not like 2008?Craig Brandon: I started my career back in 1998 during the long-term capital management crisis. I lived through 2008. I lived through the COVID crisis, and you know, really when I look at the crisis in 2008 – no banks went out of business three weeks ago, right? In 2008 we were really sitting on a trading desk wondering where this was going to end.You know, we had a number of meetings with our staff, over the last couple weeks explaining to them why it was different and how. Yes, there was some volatility here, but you could see that there was going to be an end to this, and this was not going to be a permanent restructuring of the market. So, I think we felt comfortable. It was very different than 2008 and it really felt different than COVID.Mark Schmidt: That's reassuring. But with economic growth set to slow sharply, how does your credit team think the fiscal health of America's state and local governments will hold up?Craig Brandon: Well, remember state and local governments, and when we're talking about munis, we're also talking about other infrastructure asset classes like water and sewer bonds. Like, you know, transportation, bonds, airports. We're talking about toll roads.They went into this with a very strong balance sheet, right? Remember, there was a lot of infrastructure money spent by the federal government during COVID to give issuers money to make it through COVID. There's still a lot of money on balance sheets. So, what we do is we're going into this crisis with a lot of cash on balance sheets, allowing issuers to be able to withstand some weakness in the economy and get through to the other side of this.Mark Schmidt: Not only do state and local governments have a lot of cash, but they're just not that impacted by tariffs, right? So why did muni yields perform worse than U.S. treasuries over the past couple of weeks?Craig Brandon: Right. It really… We're technically driven, right? The U.S. muni market is more retail driven than some other asset classes. Remember – investment grade corporates, treasury bonds, there's a lot of institutional buyers in those markets. In the municipal market, it's primarily retail driven.So, when you know, individual retail investors get nervous, they tend to pull money out of the market. So, what we saw was money coming out of the market. At the same time, we saw an individual increase in more bonds, which just led to very weak technicals, which when we see that it eventually reverses itself.Mark Schmidt: Now I almost buried the lede, right? Why invest in munis? Well, they're great credit quality, but they're also tax free. In fact, muni bonds have been exempt from federal taxes for over a century. You have a lot of experience putting together tax bills, and right now people are worried about tax reform. Do you think investors should be concerned?Craig Brandon: Listen. I'm not really losing a lot of sleep at night over the tax exemption. And I think there's other, you know, issues to worry about. Why do I say that?As you mentioned Mark, I spent the early years of my career working for the New York State Assembly Ways and Means Committee. I spent seven years negotiating budgets and what that did is it gave me a window – into how, you know, not only state budgets, but the federal budget gets put together.So, what it also showed me was the relationship between state and local elected officials and your representatives in Congress and your representatives in the Senate. So, I know firsthand that members of Congress and members of the Senate in Washington have very close relationships with members of the state legislatures, with governors, with mayors, with city council members, with school board members – who are all delivering the message that significantly higher financing costs that could potentially happen from the loss of the exemption, could be meaningful to them.And I think members of Congress and members of the Senate and Washington get it. They understand it because they were all there when it happened. The last time the muni exemption came under fire was back in 2012; and in 2012, a lot of members of Congress were in the state legislature back then, so they understand it.Mark Schmidt: That's reassuring because right now, tax equivalent yields in the muni market are 7 to 8 per cent. That's equal to or greater than the long run rate of return on the stock market. So, whether to invest in the muni market seems pretty straightforward. How to invest in the muni market? Well, with 50,000 issuers, that's a little complicated. How do you recommend investors get exposure to tax-free munis right now?Craig Brandon: Well, and that is a very common question. The muni market can be very confusing because there are just so many bonds out there. You know, over 50,000 issuers, there's over a million individual CUSIPs in the muni market.So as an individual investor, where do you start? There's different coupon structures, different call structures, different maturity structures, ratings. There's so many different variables that go into a decision in investing in muni bonds.I can make an argument that you could probably mimic the S&P 500 with 500 different stocks. But most muni indices are over 50,000 constituents. It's very difficult to replicate the muni market by yourself, which is why a lot of people, you know, they let professional money managers, do the investing for them. Whether you're looking at mutual funds, whether you're looking at separately managed accounts, whether you're looking at exchange traded fund ETFs, there's a lot of different ways to get exposure to the muni market. But with the huge amount of choices you have to make, I think a lot of individual investors would just let a professional with the experience do it.Mark Schmidt: And active managers let you customize portfolios to your unique tax situation and risk tolerance. So, Craig, a final question for you. How do munis fit into a diversified portfolio?Craig Brandon: Munis are generally the stable part of most people's portfolios. Remember, you don't have a choice of whether you're going to pay your taxes or not. You have to pay your taxes, you have to pay your water bill, you have to pay your power bill. You have to pay tolls on highways. You have to pay airport fees when you buy an airline ticket, right?It's not an option. So, because the revenue streams are so stable, you see most muni bonds rated AA or AAA. The default rate for rated munis is significantly below 1 per cent. It's something in the ballpark of about 0.2 per cent*. So, with such a low default rate – listen, we're technically driven, as I said. You see ups and downs in the market. But over a longer period of time, munis can give you generally stable returns, tax exempt income over the long term, and they're one of the more stable asset classes that you see in your overall portfolio.Mark Schmidt: That sounds boring, and I mean that in the best possible way. Craig, thanks so much for your time today.Craig Brandon: Thanks, Mark, happy to be hereMark Schmidt: And thank you for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.*“US Municipal Bond Defaults and Recoveries, 1970-2021” – Moody's Investor ServicesDisclosure: Past performance is no guarantee of future results. The returns referred to in the commentary are those of representative indices and are not meant to depict the performance of a specific investment.Risk ConsiderationsDiversification does not eliminate the risk of loss.There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g., natural disasters, health crises, terrorism, conflicts, and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g., portfolio liquidity) of events. Accordingly, you can lose money investing in a portfolio. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall and may result in periods of volatility and increased portfolio redemptions. In a declining interest-rate environment, the portfolio may generate less income. Longer-term securities may be more sensitive to interest rate changes. 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Sandeep Sahai, CEO of Clearwater Analytics (CWAN), explains what the SAAS fintech company does and reviews their recent earnings and acquisitions. He discusses the breadth of Clearwater's data gathering and why he made the recent acquisition of Beacon Platform. He emphasizes the need for knowledge to understand a global portfolio, calling it “existential,” particularly as alternative assets become more popular.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of The Distribution, host Brandon Sedloff welcomes back Sabina Reeves, Chief Economist and Head of Insights at CBRE Investment Management, for a global tour of the forces reshaping capital flows, investment strategy, and real estate allocation in 2025. Sabina breaks down how macroeconomic shocks, geopolitical realignment, and inflationary pressures are driving a new phase of regional divergence. She explains how allocators are recalibrating their assumptions across the U.S., Europe, and Asia-Pacific, and why fundamentals alone are no longer enough to make allocation decisions. The conversation spans real estate, infrastructure, and private markets—with an emphasis on nuance, context, and long-term thinking. Key topics include: Why Europe is showing signs of economic reflation, led by Germany and Spain Japan's investment appeal as it exits decades of deflation How the U.S. is grappling with stagflation risk and pricing in a new risk premium The bifurcation between modern and legacy logistics and its implications for asset values Real-time insights into sectors like retail, residential, office, and data centers How AI is accelerating “corporate ozempic” and reshaping operational headcount and capital deployment Sabina also shares her perspective on how institutional investors are (and aren't) adapting to technological transformation, the evolving role of data in decision-making, and what it will take for the real estate industry to match the sophistication of the tenants it serves. This conversation is a must-listen for anyone allocating capital, building real assets strategies, or trying to understand what's next in an increasingly complex global market. Links: CBRE Investment Management - https://www.cbreim.com/ Sabina on LinkedIn - https://www.linkedin.com/in/sabina-reeves-frics-frsa-0a2b13a/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:25) - The state of markets in 2025 (00:03:49) - Risk premiums (00:05:02) - North American, European, and Asian market performances (00:07:42) - Economic recoveries in Europe (00:10:20) - Spain as a growingly investable market (00:12:10) - Who are the winners and losers in global supply chains being upended due to the American tariffs? (00:14:11) - Are there any developing sectors you're seeing? (00:16:11) - Thoughts on the Chinese market (00:18:48) - The Japanese market (00:22:02) - Australia (00:23:19) - India (00:24:23) - Canada & the United States (00:31:51) - Retail is back in favor (00:37:22) - Leisure and Hospitality performance (00:38:59) - Industrial performance (00:41:28) - Office (00:43:39) - Residential (00:46:52) - AI advancements (00:50:26) - Corporate Ozempic (00:53:05) - Data advantages

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Gene Goldman, CFA. Gene is the Chief Investment Officer at Cetera Investment Management. This episode discussed Gene's market outlook, tariffs, market valuations, the reconciliation bill, employment expectations, and Gene's most out-of-consensus view. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Highlights from this week's conversation include:Justin's Journey into Finance (1:11)Changes in Investment Management (4:59)Institutionalization of RIAs (7:47)Overview of AWM Capital's Services (11:22)Athletes as Clients (15:16)Engaging Athletes as LPs (16:21)Educating Clients on Private Markets (20:19)Regulatory Shifts in Venture Funds (24:23)Insider Segment: Emerging Managers and Diverse Perspectives (27:38)Complex Fund Agreements (31:02)Venture Capital Strategy Insights (33:11)Evolution of Partnerships (36:16)Due Diligence Criteria Overview (40:14)Stewardship of Capital (44:08)In-Person Connections (47:58)Challenges for Emerging Managers (51:00)Human-Centered Capital Allocation (55:39)Final Thoughts and Takeaways (57:18)AWM Capital is a multi-family office dedicated to providing comprehensive wealth management services to professional athletes, business owners, and multi-generational families. With a commitment to independent, conflict-free advice, AWM integrates investment management and financial planning to help clients achieve their financial goals. Learn more: https://awmcap.com/Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunities in themes such as healthcare and energy transition.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

John Mathews and Neil Malik from K1 Investment Management had a conversation on various topics, including the inception of K1, key lessons learned early in Neil Malik's career, and the biggest trends shaping the enterprise software space in the next 5-10 years. Additionally, they touched on the current environment for exits, volatility and risk strategies, and the impact of AI on their firm and the enterprise software space.

In today's episode, Doug speaks with Frederick Blue, Managing Director at Wells Fargo Wealth and Investment Management, about the financial challenges athletes face during and after their careers. With short earning windows and sudden wealth, many athletes struggle without proper planning. Fred emphasizes the importance of budgeting, working with qualified advisors, and using league and … Continue reading Episode 259 – The Financial Game Plan Every Athlete Needs with Frederick Blue →

Priyank Shah, Co-founder of The FinancialistAI is fast emerging as a powerful enabler in India's wealth management landscape. In this episode, Priyank Shah, Co-founder of The Financialist, joins Gloria Methri of IBS Intelligence to discuss how technology is reshaping financial advisory, the evolving regulatory framework, and what the future holds for WealthTech in India.

Francisco Bido, senior portfolio manager at F/m Acceleration, brings his quant-active approach to the Market Call, but notes that mixing the numbers — the quantitative approach — with the art of active management leads him to want a well-diversified portfolio filled with well-known names that stay true to his core investment believes, the kind of thing he would be happy to ride with until there is more certainty and confidence in the market. Todd Rosenbluth, head of research at VettaFi, puts a different spin on that, noting that amid the current uncertainty investors may want to make a long-term allocation to ultra-safe funds, which is why he makes a floating rate Treasury fund his ETF of the Week. Plus Chuck talks about the wild day that gold had on Wednesday and what lessons investors can take from it, and Frederick Blue of Wells Fargo Wealth and Investment Management discusses "Guidance for Professional Athletes: Turning Years into Decades," a new white paper the firm produced that discusses how people can turn short-term windfalls into something more permanent and lasting.

Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of Dentists, Puns and Money, host Shawn Terrell discusses the recent market volatility and its implications for dentists nearing retirement. Shawn emphasizes the importance of acknowledging anxiety about financial losses, understanding the cyclical nature of the market, and having a solid financial plan in place. He also highlights the need to look for opportunities during market dips and advises listeners to limit exposure to anxiety-inducing news and social media.Chapters00:00 Introduction to Market Volatility02:51 Understanding Market Fluctuations05:28 Planning for Financial Security08:40 Navigating News and Anxiety------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn

Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris about the features of this approach that seeks to invest in companies offering, for example, education tools for dyslexic children or affordable housing.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Andy Hill sits down with Dr. Daniel Crosby—renowned psychologist, behavioral finance expert, and author of Soul of Wealth—to explore the true meaning of wealth beyond money. Dr. Crosby breaks down why financial success alone won't bring happiness and how our beliefs, relationships, and personal growth play a crucial role in our well-being. He shares fascinating insights on why some of the wealthiest people still feel unfulfilled, the psychological traps we fall into when chasing money, and practical ways to balance financial goals with a meaningful life. If you're striving for financial success but don't want to lose sight of what truly matters, this conversation is a must-listen. Listen now to redefine your wealth and purpose! #Wealth #DrDanielCrosby #MoneyMindset #FinancialWellness RESOURCES: Sponsors + Partners + Deals The Soul of Wealth (book): https://amzn.to/3FcQh6K (affiliate) EPISODE CHAPTERS: 00:00 – Introduction to the Episode 01:02 – Why Do We Believe Money Will Make Us Happy? 03:01 – How Money Can Buy Happiness (But Only to a Point) 07:07 – Dr. Daniel Crosby's Personal Struggle with Money vs. Meaning 08:40 – The Five Pillars of Happiness and Where Money Fits In 11:49 – How to Find Balance Between Wealth and Purpose 12:14 – The Three B's of Meaning: Believing, Belonging, and Becoming 17:41 – Teaching Kids About Wealth and Meaning 20:58 – The Reality of Generational Wealth 24:19 – One Actionable Step to Prioritize Meaning Alongside Wealth 25:08 – Where to Find Dr. Daniel Crosby and Soul of Wealth GUEST BIO - Dr. Daniel Crosby: Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 14 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, is an exploration of money and meaning. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! Coast FIRE Calculator: A free calculator to help you find out when you can slow down or stop investing for retirement. Mortgage Payoff Calculator: A free calculator to help you see how fast you can become mortgage free. YouTube: Subscribe for free to watch videos of these episodes and interviews. RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES): Monarch Money - Best Budget App for Families & Couples Empower - Free Portfolio Tracker Crew - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link Ethos - Affordable Term Life Insurance Trust & Will - Convenient Estate Planning HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

More on dividend growth investing  -> Join our market newsletter!  Schedule a meeting with us ->  Financial Planning & Portfolio Management Almost everyone knows that tariffs and trade wars have sent global markets spiraling, with the Dow down 17% and the S&P 500 down 20% from their highs, based on our recording date. While technically that implies we have entered a bear market, it also means better prices for long-term cash flow. It is human nature to get nervous when markets seem to be on the brink of panic, but dividend growth investors should see times like these as a gift.  In this episode, Greg tackles the tough headlines and sinking sentiment in today's markets. As recession fears grow and the market experiences significant volatility, Greg explains why focusing on sustainable cash flow and quality companies provides stability for long-term investors. From investor psychology to long-term GDP trends, Greg discusses how disciplined dividend investing turns market panic into wealth creation. Later, he highlights our recent purchase of Union Pacific ($UNP) as proof of concept. EDIT: In the episode, Greg mentions that paying $30 for $1 of earnings is about a 2.5% earnings yield. This comment was made in error; the correct number is a 3.33% earnings yield.Topics Covered: [01:00] Why focusing on cash flow provides clarity in a chaotic market[02:48] First quarter portfolio performance and the power of staying invested[05:00] Reframing a bear market: buying cash flow at a discount[06:55] How GDP and earnings trends support long-term optimism[10:17] Why market corrections test your investment mindset[11:50] Comparing stock ownership to rental property — and why we forget it's the same[16:33] Real numbers that contradict the media narrative (household debt, corporate cash, etc.)[24:52] New position: Why we bought Union Pacific and what makes it a dividend powerhouse[28:40] The case for quality, patience, and diversification during uncertainty[31:33] Index funds, dividend ETFs, and staying positioned for the rebound[34:01] The most dangerous investing phrase: "It's different this time"Send us a textBook time on our calendar here If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Notes & Resources:DCM Investment Reports & ModelsVisit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - XIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com

A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct and indirect effects to Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued.   It could be said that Neil Woodford, CBE, has had a career of two halves, the first of which encompassed extraordinary investment success at Invesco Perpetual and then at Woodford Investment Management (2014-2019).   At its peak, Woodford's business managed £15bn and was backed by Hargreaves Lansdowne and St. James's Place. Its clients included Kent County Council's pension fund, a range of wealth management firms and 300,000+ retail investors.   Yet in 2019 the fund was suspended and then liquidated, following a shift in asset allocation from blue-chip public equities to illiquid, unlisted companies (he denies this was the cause of the collapse in this discussion). In the run up to the collapse, he experienced approximately £7bn of outflows.   Using an investment lens, here we try to examine and understand what went right, what went wrong and now what may lie ahead.   Neil remains under investigation by the UK Financial Conduct Authority at the time of this interview (March 2025).  ​​The Money Maze Podcast is kindly sponsored by Schroders, World Gold Council, LSEG and IFM Investors.  Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube  

US President Donald Trump today forged ahead with tariffs of 125 percent against Chinese goods - escalating the US-China trade war. Trump's sweeping tariffs have unsettled the global economy since coming into force over the weekend, and China has vowed to fight back with tariffs of their own. Mahon China Investment Management CEO David Mahon says China won't blink first in the stand-off. "Trump's already blinked on all the other tariffs that he flung at countries quite randomly, so I don't think this is an economic argument. Reciprocal tariffs are another form of self-injury." LISTEN ABOVESee omnystudio.com/listener for privacy information.

A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and less volatility in their portfolios.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of Dentists, Puns, and Money, host Shawn Terrell discusses the multifaceted aspects of retirement beyond financial planning. He emphasizes the importance of maintaining physical health, staying updated with technology, nurturing friendships, and finding purpose in life after clinical practice. Through personal anecdotes and insights, Shawn highlights how these elements contribute to a fulfilling retirement experience.------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn

We speak with Sasha Lund about her book, The Rising Role of Women in Family Offices and Family Businesses. We discuss the advantage of speaking multiple languages (she speaks 11!), what pulled her into the family office world, the challenges women face in business families, common misconceptions about family offices, and the importance of values in family businesses. Sasha Lund is a Schulze-award winning researcher, author, and founder of Core Values Consulting, a consultancy designed to guide business families through multi-generational continuity and longevity. She is a global NEXUS member, a senator for the World Business Angel's Forum, and was former managing director for One Million Children, an NGO dedicated to the empowerment and education of refugee children. Shasha has been published in Forbes Italia, Robb Report, Diplomatic World, International Family Office Journal, and many others. She holds a degree from King's College London in Modern Foreign Languages with Education and Film. What Sasha is Reading Right Now: A Gentleman in Moscow by Amor Towles Sasha's Music Recommendation: “Run to the Hills” by Iron Maiden Read More from Sasha: Sasha's Website, Core Values Consulting Website, LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt. Listen to David Favier, Head of Structured Credit, as he discusses the ins and outs of asset-backed securities and their role as a diversification asset in a broad fixed income portfolio with Daniel Morris, Chief Market Strategist.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Shelby McFaddin is here to discuss investment management for your portfolio in 2025's volatile stock market. Shelby discusses her time at Motley Fool Asset Management and shares her journey from studying economics and international affairs to working in private and public equity before transitioning to her current role. She shared insights on her investment strategy, highlights the challenges of stock picking in today's market, and emphasizes the importance of quality over chasing trends. She also talks the impact of macroeconomic factors, inflation, and interest rates on investing, and the housing market's unexpected resilience.  We discuss... Shelby McFaddin shared her background in economics and international affairs, detailing her transition from institutional asset management to stock picking at Motley Fool Asset Management. She focuses on retail and consumer-exposed stocks, driven by her interest in human behavior and its impact on economic trends. Shelby follows a "growth at a reasonable price" (GARP) approach, balancing valuation considerations with growth potential. She highlights the difficulty of value investing in recent decades and how she evaluates opportunities by comparing industry peers rather than relying solely on historical valuations. Dividend-paying and shareholder-friendly companies play a role in her strategy, particularly those with strong cash flows and capital return policies. Inflation is expected to remain elevated and interest rates to stay higher for longer, shaping her investment outlook. The paradox of the housing market, where high interest rates have not lowered home prices but instead frozen supply and affordability. The Fed's role in the economy may require more government intervention than people expect. AI is being integrated into business operations to streamline processes and increase efficiency. Investors are becoming more discerning about companies delivering on cloud and data center promises. The market punishes companies for missing expectations but not as severely as before. The concentration of stock market gains in a few companies raises concerns about broader growth. Lack of analyst coverage and institutional interest limits small-cap stock visibility. Investors are looking for companies that can efficiently allocate capital expenditures. The lack of movement in small-cap stocks is attributed to systemic rather than company-specific issues. Retail and institutional investors struggle to justify small-cap exposure due to risk and liquidity concerns. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  For more information, visit the show notes at https://moneytreepodcast.com/investment-management-shelby-mcfaddin-698   

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strategy portfolio managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change as well as the growing need for ultraclean water for semiconductors and cooling applications for datacentres.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Natasha Braginsky Mounier is currently the co-chair of Girls Are Investors, a UK charity, and is a member of several boards. Prior to that, she had a remarkable career in investment management, covering Russia and emerging markets at Capital Group, where she retired from as a partner.We talked about her unique journey. She emigrated to the US from the Soviet Union and went on to become a leader in finance at a time when the field wasn't always welcoming to women. She shared what helped her thrive in male-dominated environments, how she built resilience, and skills she developed through her unconventional path — starting as a regional analyst rather than a sector specialist — and how those skills helped her navigate high-stakes investment decisions in volatile markets.In the second half of our conversation, we explored her leadership work around ESG investing, and her current role as Co-Chair of Girls Are Investors — a UK-based nonprofit working to improve gender diversity in the investment industry by inspiring and supporting the next generation of women investors.Contact Dino at: dino@al4ep.comWebsites:al4ep.comGirls Are Investors: gainuk.orgAdditional Guest Links:LinkedIn: linkedin.com/in/natasha-braginsky-mounier-62525721/Authentic Leadership For Everyday People / Dino CattaneoDino on LinkedIn: linkedin.com/in/dinocattaneoPodcast Instagram – @al4edp Podcast Twitter – @al4edp Podcast Facebook: facebook.com/al4edpMusicSusan Cattaneo: susancattaneo.bandcamp.com

In this 100th episode of the podcast, host Shawn Terrell reflects on the evolution of 'Dentists, Puns and Money' since its inception during the pandemic. He discusses changes in format, frequency, and personal experiences, particularly regarding health challenges. Shawn emphasizes the importance of recognizing both changes and constants in life, especially for dentists planning their future after clinical practice. He encourages listeners to contemplate what truly matters in their financial and personal lives as they transition into retirement.------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn

Jamie Biddle is the founding partner and CEO of VerdisInvestment Management, a single-family office. He sets the strategic direction of the firm, and overseas investment activities, operations, and finance. Jamie is behind portfolio construction, manager sourcing and selection, due diligence,and risk management. He is an active member of the Investment Committee.Jamie brings more than two decades of investing and operating experience, across asset classes and industries. Prior to forming Verdis Investment Management in 2004, Jamie was President and CEO of Orcom Solutions. Orcom was an outsourced customer care and billing service for electric, gas and water utilities across North America. The company was originally purchased by a group of private equity firms (including the Blackstone Group and Thomas H. Lee Partners) led by Jamie and was sold to Alliance Data Systems (NYSE:ADS) in December 2003. Jamie began his career as a VC at EnerTech Capital Partners, funding technologies in energy and power.He earned his Master's in Business Administration from theWharton School of the University of Pennsylvania and a bachelor's degree from the University of Pennsylvania. Jamie is the Chairman and President of Andalusia Historic House, Gardens, and Arboretum and Vice-Chair of the Board ofTrustees and Chair of the Museum Committee of the Pennsylvania Academy of the Fine Arts.

 More on dividend growth investing  -> Join our market newsletter!  Schedule a meeting with us ->  Financial Planning & Portfolio Management After Williams Sonoma reported earnings before market open on March 19th, 2025, we saw their results as an excellent example of how to execute a dividend growth strategy on a day-to-day basis. While we have covered $WSM in several previous episodes, it is a case study on dividend growth investing. In what normally takes 10+ years to deliver to investors, Williams Sonoma has provided us with attractive dividend growth and total return in less than 3 years. In this "express mail" episode, Greg looks at Williams-Sonoma's latest earnings and how recent weakness in the stock price could be a long-term positive for total return. He analyzes how if the stock goes lower, there is room for more share repurchases, which boosts dividend growth and earnings growth. Additionally, he points out that if the stock turns around and goes much higher again, we may consider selling more of the stock. As we stand somewhere in the middle, Greg concludes by looking at where he would buy into the stock again.00:55 Special Episode: Williams Sonoma Earnings Update01:24 Williams Sonoma: A Case Study in Dividend Growth02:33 Strategic Decisions and Market Reactions05:22 Evaluating Dividend Growth and Future Prospects12:27 Conclusion and Investment StrategySend us a textBook time on our calendar here If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Notes & Resources:DCM Investment Reports & ModelsVisit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

We hear a lot of questions and opinions about investment management. In this episode we break down different definitions of investment management, run those services through our "value vs. price" filter, and talk about what investment management means at Abundance in detail.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.

Capitalizing on Digital Transformations in Emerging Markets with Kevin CarterWelcome to another of the Asia Business Podcast. In this episode, we are privileged to sit down with Kevin Carter, the founder and chief investment officer at EMQQ Global. As an expert in emerging and frontier markets, Kevin brings a wealth of knowledge on the rapid evolution of these economies, particularly focusing on the technology sector.Introduction to Kevin Carter and EMQQ GlobalKevin Carter leads EMQQ Global, an investment management firm specializing in emerging markets technology. His career trajectory, starting from an interview at a leading investment bank in the 90s to creating some of the earliest China-focused ETFs, provides a fascinating backdrop to our discussion.The Journey to Emerging MarketsKevin shares his intriguing journey, from reading a seminal book "A Random Walk Down Wall Street" to his collaborations with financial visionary Burton Malkiel. His experiences underscore the pivotal moments that shaped his focus on emerging markets and the transformative power of technology within them.Broadening Focus Beyond ChinaWhile Kevin's initial ventures primarily focused on China, he expanded his reach, driven by the realization that investors often consider emerging markets as a singular allocation. This strategic decision has allowed EMQQ to capture the broader growth potential inherent in multiple emerging economies.Analyzing the Trends: The Triple Mega Trend in Emerging MarketsKevin explains the three mega trends driving growth in emerging markets:Consumer Growth:As emerging markets like China and India continue their economic ascent, consumer demand for products and services is surging.Technological Advancements:The widespread adoption of smartphones and the internet is catalyzing growth, propelling these markets into unprecedented digital integration.Internet Expansion:With most of the world still transitioning to digital, internet companies in these regions are poised for explosive growth.Addressing Regulatory and Perception ChallengesNavigating the regulatory landscape in markets like China is complex. Kevin discusses the challenges and misconceptions around government interventions in major markets, emphasizing the nuanced dynamics that investors must consider.India on the Horizon: A New Chapter in Emerging MarketsLooking ahead, Kevin is optimistic about India's growth trajectory. With a burgeoning middle class and rapid digital adoption, India, according to Kevin, represents the next big opportunity in emerging markets.Conclusion: A Visionary's Insight into the FutureThrough a blend of insightful analysis and personal experiences, Kevin Carter offers a comprehensive view of the vast opportunities and challenges within emerging markets. His discussion provides invaluable insights for investors and businesses looking to navigate these dynamic spaces.For a deeper dive into these discussions, listen to the full episode of the Asia Business Podcast, where Kevin Carter shares his expertise on emerging markets and the factors driving their transformation. Timestamps00:00 Introduction to the Asia Business Podcast00:35 Kevin Carter's Early Career and Influences03:58 The Birth of EMQQ and Early Ventures07:34 Expanding Beyond China: A Strategic Move12:24 Challenges and Realizations in Emerging Markets20:46 The Internet and E-commerce Revolution25:07 Global Mobile Phone-Based Orders25:48 Regulatory Risks in Emerging Markets27:03 China's Regulatory Landscape30:10 Alibaba and Tencent: Market Dynamics38:18 Impact of Global Trade Policies42:45 Investment Strategies in Emerging Markets46:39 Future Trends in Emerging Markets48:55 Conclusion and Final Thoughts  ProducerJacob ThomasFollow UsLinkedInApple Podcasts

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that this asset class benefits from robust characteristics.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

More on dividend growth investing  -> Join our market newsletter!  Schedule a meeting with us ->  Financial Planning & Portfolio Management While it may be a somewhat misused paraphrase of Warren Buffet's famous baseball analogy, 'fat pitch' is a term often thrown around in investing circles. In most settings, it implies that an investment opportunity is extremely lucrative with a high probability of success—but they are rare. Beyond having the discipline to patiently wait for these opportunities, what does a 'fat pitch' actually look like?In this episode, Greg discusses the concept of 'fat pitches' by exploring the extraordinary long-term performance of Altria (formerly Philip Morris), despite numerous industry challenges and negative headlines. Through a detailed analysis of Altria's historical performance, including its high dividend yield and impressive cash flow management, he emphasizes the timeless principles of dividend growth, patient investing, and compounding. 00:00 Introduction to The Dividend Mailbox Podcast02:34 Review of Current Dividend Growth Performance and Market Observations06:13 Case Study: The Success of Philip Morris15:58 Key Takeaways from Philip Morris's Performance24:51 Lessons on Dividend Growth and Compounding32:14 Conclusion and Final Thoughts Send us a textBook time on our calendar here If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Notes & Resources:DCM Investment Reports & ModelsVisit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

In this episode, Shawn Terrell discusses the importance of living a fulfilling life beyond the confines of dentistry. He introduces the concept of a 'billboard question' inspired by Tim Ferriss, encouraging listeners to reflect on their life philosophies. TakeawaysYou will die someday. Make decisions about how you live your life based on this reality.Consider what your future self in making decisions. Actions should align with what you say is important to you.------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn

My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.   For more information about Islamorada Investment Management, please visit: https://www.islainvest.com/  You can Follow John Rotonti on Twitter/X: @Jrogrow We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period. We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Charlie, a Kudu co-founder, is responsible for external activities including deal sourcing, capital raising and marketing. He was previously a co-founder and managing partner of Kudu Advisors, LLC, an asset management M&A advisor where he oversaw transactions in the target date fund, investment outsourcing, and defined contribution spaces. Before that he was co-founder and CEO of Asset International, Inc., a publisher and information service provider to the retirement, asset management, alternative investments, and securities services industries. There he founded PLANSPONSOR, PLANADVISER, Global Custodian, and Chief Investment Officer magazines and various websites, data businesses, and conferences. He holds an MA from Cambridge University and an MS from Columbia University. Links: Kudu - https://www.kuduinvestment.com/ Charlie on LinkedIn - https://www.linkedin.com/in/charlie-ruffel-3189a2/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:12) - Charlie's background and career (00:08:14) - The vision for Kudu (0:15:17) - Kudu Investment Management today (0:26:09) - Investing philosophies (00:32:08) - Capital vs. Capital Partner (00:41:19) - Valuing businesses (00:44:25) - How do you see distribution changing in private markets? (00:49:52) - Where do you see institutional capital going?

Are you leaving money on the table? For families weighing their options when choosing a financial advisor, Vanguard's Advisor Alpha study has long been the go-to guide—and now, fresh research from SmartAsset echoes the sentiment that the right advisor could boost your net returns by over 2% annually. In this episode, Tyler Emrick, CFA®, CFP®, reveals why many advisors miss that extra edge and how True Wealth Design's holistic approach—integrating smart investments, proactive tax strategies, and comprehensive financial planning—ensures you capture every opportunity. Here's some of what we discuss in this episode: New study puts annual financial advisor value premium at more than 2%. The idea that your advisor should be both offensive and defensive in their approach to planning. What differentiates ourselves when someone decides to get serious about managing some aspect of their financial life. The four areas that most families come to us for help. What happens when someone reaches out to us and how does the process begin?   Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

Southwest Airlines and the pressure from Elliott Investment Management, the Asiana Airbus A350 that triggered a Low Altitude Alert at SFO, the Turkish KAAN fighter jet export opportunities, and the possibility that India may become an F-35 customer. Also, boomless cruise, the Philadelphia Learjet crash, and aircraft mechanic classifications. Aviation News Image courtesy Southwest Airlines Southwest caves further to Elliott as chief transformation officer steps down Southwest Airlines has amended its agreement with Elliott Investment Management that allows Elliott to increase their ownership of the airline to 19.9%. Previously the cap was 14.9%. Elliott wants to make strategic and operational changes, as well as changes at the airline's executive level and board of directors. Chief financial officer Tammy Romo is retiring April 1, 2025 and Southwest named former Breeze Airways president Tom Doxey as Romo's replacement. Southwest announced that chief transformation officer Ryan Green would be leaving the company. Other executive positions are said to be at risk. 2 Southwest Airlines Board Members Stepping Down Due To Elliott Investment Management The airline is shrinking its board from 15 members to 13 as part of an agreement with activist investor Elliott Investment Management. Two more Southwest board members will step down in April. Southwest Airlines Announces Reduction in Corporate Overhead Workforce Recently, Southwest announced a 15% layoff (1,750 positions), the company's first-ever layoff, “focused almost entirely on corporate overhead and leadership positions.” Southwest said the move is expected to save the company $300 million annually. Asiana Airbus A350 Triggers Low Altitude Alert at San Francisco Airport After Dropping to 275 Feet With 3 Miles Still To Go The alert was triggered in the control tower after the Asiana plane dropped as low as 275 feet while flying at 174 knots. The pilots were notified and then performed a go-around. UAE Plans to Develop New Fighter Jet Based on Turkey's KAAN The Turkish Aerospace Industries KAAN fighter is being developed with sub-contractor BAE Systems. The stealthy, twin-engine jet is planned to replace the Turkish F-16s and be exported to others. UAE has expressed interest and Saudi Arabia has a deal for 100 fighters. Video: KAAN İLK UÇUŞUNU GERÇEKLEŞTİRDİ [KAAN trailer] https://youtu.be/ZhgCXY1E5vs?si=UV-SzFyKCLD_LMCz India Could Be America's Next F-35 Customer President Donald Trump offered to sell Lockheed Martin F-35 Joint Strike Fighters to Indian Prime Minister Narendra Modi. Russia has offered to build the Sukhoi Su-57 fighter in India with locally sourced components. The Russians have only produced a small number of the aircraft and have not yet demonstrated the ability to fully support them. Over 1,000 F-35s have been produced and sales have been made to 20 different countries. Mentioned Video: The Incredible Sounds of the Falcon Heavy Launch (BINAURAL AUDIO IMMERSION) - Smarter Every Day 189. (Binaural recording. Must use good quality over-the-ear headphones for proper effect.) https://youtu.be/ImoQqNyRL8Y?si=7UnvVuWvJguGiv1f Sonic Boom: Six Decades of Research - NASA Technical Reports Server (NTRS) recommended by listener Andy. Aircraft maintenance licence (Part-66) in Finland. Hosts this Episode Max Flight, our Main(e) Man Micah, Max Trescott, and David Vanderhoof.

SummaryIn this episode of Dentists, Puns, and Money, host Shawn Terrell discusses the unexpected challenges faced by dental practice owners and the importance of financial planning for life after clinical dentistry. He shares a story of a practice owner who experienced a series of unfortunate events, emphasizing the need to expect the unexpected. TakeawaysWhen bad things happen, they often happen in succession.Having options for cash flow during market dips is crucial.Unexpected expenses can arise during retirement planning.-----------------------------Resources from Episode  ------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn

More on dividend growth investing  -> Join our market newsletter!  Following brief upward momentum after we first bought Hershey, the stock proceeded to slide downward. Cocoa prices remain elevated, and there is significant uncertainty surrounding the short-term impacts on the company's operations. However, Hershey's recent earnings report shows that the company is more resilient than it may appear.Despite a 20% stock decline, Greg emphasizes that there are still many things to like about Hershey. Simply put, there is much more to the story than the current price of cocoa. Going a bit deeper, Greg examines the cocoa supply chain, specifically the impact of weather and geopolitical issues on production in major countries like Ivory Coast, Ecuador, and Ghana, highlighting several factors that suggest a possible future drop in cocoa prices. He further discusses Hershey's superb hedging strategies, strong balance sheet, and potential for high returns through dividends and stock growth within the next decade. Ultimately, Hershey's attractive valuation, dividend yield, and potential dividend growth allow investors to start with an advantage. In closing, Greg presents a Suber Bowl analogy to underscore the patience required for long-term investing, contrasting it with the short-term focus prevalent in current market analysis. 00:00 Introduction to The Dividend Mailbox02:16 Revisiting the Hershey Story05:37 Hershey's Market Position and Challenges07:36 Cocoa Market Dynamics12:04 Hershey's Financial Health and Strategy15:29 Investment Strategies and Long-Term Outlook25:50 Rant on Market Commentary and Short-Term Thinking31:14 Super Bowl Analogy and Final Thoughts37:50 Conclusion and Contact InformationSend us a textIf you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Notes & Resources:DCM Investment Reports & ModelsVisit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

How This $2B Money Manager Looks At Holistic Investing… Guest:Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M.Company:InvstWebsite: https://invst.comBio:Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CME. I have master's degree in financial mathematics from University of Chicago where I also took several MBA courses. I have certificate in Investment Management from Yale University and two undergraduate degrees with three majors in Computers Science, Economics, and International Management, from Boston University.At Invst, I oversee the day-to-day business operations of the firm, which includes human resources, compliance, technology, investment operations, insurance operations, financial management, and vendor management. I work closely with the leadership team, advisors, clients, and team members to create and execute the business plan, and to support the firm's mission of helping people live the life they want by making money work for them. I am passionate about cutting-edge technology and how it can help our team members and clients. I also hold the Chief Compliance Officer, Chief Financial Officer, and Chief Technology Officer positions. We pride ourselves on the growth achieved by our clients and our abundance mindset all of which have led to success for firm in accolades and AUM growth.Super Amplify is a company I started in 2023 to help people use AI better at work to help them do the things they love and automate the things they hate. At Super Amplify, I help bridge the gap between AI, data, and IP with customized technology for clients. I enable users to build collections of their files and ask questions to their data, using artificial intelligence and data science. I connect data sources, workflows, and people using to build automation via intelligent agents. I work with financial advisors, institutions, banks, and other financial organizations that want to improve performance for their clients and create efficiency.I started my career on the floor as a clerk and then a trader at the CBOE and CME, and then founded Intelligent Market Trading Company, one of the most successful firms in the pit and one of the first to trade derivatives electronically.Disclaimer: Invst, LLC (“Invst”) is an SEC registered investment advisor with offices in Indianapolis, IN and Tampa, FL. Invst does not make any representations or warranties as to the investments and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users should be guided accordingly. Prior to Invst rendering any of the advisory services described herein, clients are required to enter into one or more written agreements with Invst setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). For additional information, visit www.Invst.com.

SummaryIn this episode of Dentists, Puns and Money, host Shawn Terrell discusses the importance of tax preparation for dentists, sharing personal anecdotes and practical tips. He emphasizes the significance of a tax filing checklist to avoid common mistakes and ensure all necessary documents are accounted for.TakeawaysThe importance of having a financial treatment plan for life after dentistry.A tax filing checklist can help avoid missing important documents.Mistakes on tax returns can lead to complications later.-----------------------------Resources from Episode  ------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn

In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is focused on delivering the highest- quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company. As a member of the Global Investment Strategy Committee, Mark formulates and leads strategy and asset allocation guidance for alternative investments, including hedge strategies, private equity, private debt, and private real estate and infrastructure. He produces alternative investment research and market updates that deliver advice to help investors meet their long-term financial goals. Mark has more than 25 years of experience in financial services, including over 15 years in alternative investments. He earned a Bachelor of Science from St. Cloud State University. Mark has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Mark Steffen, CFA, CAIA | LinkedInSee what's next for the economy in our 2025 Outlook | Wells FargoFranklin Templeton Institute's 2025 Private Market OutlookAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I'll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it's a powerful tool for enhancing your happiness, meaning and fulfillment. But what are the ways that money can buy happiness? How can you use money to feel more fulfilled? Fortunately, Dr. Daniel Crosby is a leading expert in behavioral finance and the author of “Soul of Wealth: 50 Reflections on Money and Meaning.”  And, in this episode he'll share specific ways you can use money to fund the life you want to live. What You'll Learn: How and why you should use your money to buy time A simple gratitude idea that instantly boosts your happiness Ideas to help clients cope with the discomfort of market uncertainty An exercise to determine whether your spending aligns with your values A personal story that shook him to realize that true wealth is more than money *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: “The Soul of Wealth: 50 Reflections on Money and Meaning” by Daniel Crosby “Standard Deviations” Podcast by Dr. Daniel Crosby Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dr. Daniel Crosby:  LinkedIn: Dr. Daniel Crosby, Ph.D X: @danielcrosby About Our Guest:  Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a husband and father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained ...