Podcasts about investment opportunities

In this episode of the Investor Fuel Podcast, host Q Edmonds interviews Greg Schenk, a seasoned tenant representative and real estate investor with over 39 years of experience. Greg shares insights into his journey in commercial real estate, the importance of tenant representation, and the current opportunities in the market. He emphasizes the significance of financial literacy and building relationships for success in the industry. Listeners gain valuable knowledge about navigating challenges in real estate and the importance of understanding market dynamics. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Katie Lober, a successful real estate professional and fund manager in Naples, Florida. Katie shares her journey from being a builder and broker to managing a fund that focuses on high-end speculative homes. She discusses the importance of flexibility in business, the value of building authentic relationships, and how to create investment opportunities for others. Katie emphasizes the need for trust and integrity in business relationships and offers insights on how to navigate challenges in the real estate market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives accredited investors access to exclusive private market opportunities — including shares of AI giants like OpenAI and Anthropic.In this episode, you will learn:Why private companies are delaying IPOs and what that means for investors.How UpMarket sources, evaluates, and prices hard-to-access investments.The trade-offs of liquidity, transparency, and valuation in private markets.Emerging sectors beyond AI — including automation and defense tech — that could shape the future.And more!Tune in to discover how alternative investments can fit into a diversified, forward-looking portfolio.Resources: Episode Transcript & Blog | upmarket.co | Free Pre-IPO Investment Checklist: A Practical Guide to Venture Secondaries | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about Retirement REITs - Chartwell (CSH.UN.TO) and Sienna Living (SIA.TO It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars

In this episode of the Real Estate Pro Show, host Erika speaks with Paul Linder and Caio Simao of Prestige Property Solutions about their journey in the real estate industry, focusing on the foreclosure market. They discuss the evolution of their company, the challenges and misconceptions surrounding foreclosures, and the importance of building relationships in real estate. Paul and Caio also share their future goals for the company and offer valuable advice for new investors entering the real estate market.    Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textIn this Family Office Investor Panel, top investors reveal how they source the most exclusive, off-market, and top 1% investment opportunities — plus the critical role estate planning plays in preserving wealth across generations.What You'll Learn:- How to find and secure exclusive off-market opportunities in real estate, minerals, and energy- Why direct-to-owner deal sourcing can unlock better pricing and faster closes- The overlooked opportunities in small-balance commercial real estate lending- Estate planning strategies that protect and grow wealth for future generations- Using irrevocable trusts and generation-skipping trusts to minimize tax impact- The role of relationships in uncovering litigation finance and private credit dealsFrom mineral rights to litigation finance, and from manufacturing resurgence to generational wealth transfer, this panel delivers actionable strategies for serious investors.

How can identifying your ideal audience and building genuine relationships transform the way you raise capital?   In this episode, Alina Trigub talks about the art of finding and connecting with your ideal investors. Alina explains why creating a detailed audience profile is the foundation for successful capital raising and how authentic, relationship-driven conversations outperform hard selling. She shares practical ways to identify prospects in everyday settings, turn casual interactions into opportunities, and leverage past career skills in real estate investing. The discussion also draws from timeless relationship principles inspired by Dale Carnegie, offering listeners actionable strategies to deepen trust and credibility with potential investors.     [00:01 - 04:30] Defining Your Ideal Investor Avatar How identifying your audience early makes capital raising easier. Why everyday interactions in familiar environments are ideal for finding investors. The significance of asking open-ended “what” and “why” questions to understand investor needs.   [04:31 - 08:52] Relationship-First Approach to Capital Why trust and rapport often matter more than pitching returns. How to build investor relationships like nurturing a family connection. The need to overcome lack of experience by partnering with seasoned professionals.   [08:53 - 12:00] Leveraging Past Career Skills in Real Estate How skills from previous industries can be repurposed for real estate investing. Why clear communication is vital for explaining complex deals in simple terms. The importance of viewing all past experiences as assets for building credibility.   [12:01 - 16:27] Building Credibility Through Experience How shared backgrounds and personal stories can connect with investors. Why long-term experience, even in different areas of real estate, holds weight. The significance of surrounding yourself with a capable, complementary team.   [16:28 - 20:15] Timeless Relationship Principles for Investors How Dale Carnegie's “How to Win Friends and Influence People” applies to capital raising. Why listening, remembering names, and showing genuine interest strengthen trust. The need to focus on others' priorities to create meaningful, lasting connections.       Connect with Alina:   https://www.linkedin.com/in/alinatrigub/       Key Quotes:   “Think of your day-to-day environment. That's where you'll find people who already know, like, and trust you — your ideal investors.” - Alina Trigub   “When you lack a track record, borrow one by partnering with someone experienced. You're offering them and their credibility.” - Alina Trigub       Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

The housing market is stuck between high prices and high rates—but behind the headlines lies a surprising opportunity. From land banking strategies to why new homes are now cheaper than existing ones, Katie Hubbard of Walton Global joins Brian Kasal to break down the trends reshaping real estate.In this episode, Brian and Katie discuss:The Record Gap Between Home Buyers and SellersWhy New Homes Are Outpricing Existing Homes for the First Time EverHow Land Banking Works with Major U.S. BuildersInvestment Opportunities for Accredited Investors in Land and HousingFollow us here to see short videos of all our best investing tips:TikTok: ⁠https://www.tiktok.com/@todaysmarketexplained⁠Instagram: ⁠https://www.instagram.com/TodaysMarketExplained⁠YouTube: ⁠https://www.youtube.com/@todaysmarketexplained⁠Facebook: ⁠https://www.facebook.com/TodaysMarketExplained⁠Twitter: ⁠https://twitter.com/PodcastTME⁠Website: ⁠https://todaysmarketexplained.com/⁠DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Send us a textCan AI truly replace the human touch in self-storage?  Scott Meyers welcomes Mason Levy, founder of Swivl, to explore how artificial intelligence is transforming customer engagement across the self-storage industry. From its surprising roots in healthcare and cannabis tech to powering over 4,700 self-storage facilities today, Swivl is revolutionizing the contact center model with its AI-driven platform. The conversation dives deep into conversational AI, human-in-the-loop systems, future-proofing tech stacks, and why personalization still matters in an automated worldWHAT TO LISTEN FOR0:56 The Accidental Storage Tech Founder5:48 What Makes Swivl Different From Just Another Chatbot?10:31 Smarter Gate Codes & SMS: Real-Life Use Cases20:59 Swivl's Future: Voice AI, Contact Center Suite & More32:55 The Human Side of Storage: Why Empathy Still WinsLeave a positive rating for this podcast with one click CONNECT WITH MASON LEVYLinkedIn | Swivl CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.Attend the Self Storage Academy in Seattle, WA August 21-23https://selfstorageacademy.com/

In this episode, we talk to one of our all-time favorite guests, and she'll discuss everything from her current e-commerce launches to brand strategy to making money with real estate franchises and even oil wells. ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos Ever wondered how strategic partnerships and innovative ideas can turn humble beginnings into e-commerce superstardom? Join us as we catch up with our favorite guest, Janelle Page, who opens up about her incredible journey. From launching a supplement line with Dr. Sten Ekberg to designing stylish safety eyewear with influencers like John Malecki and NataLee from Designed to the Nines, Janelle's story is a testament to the power of creativity and collaboration. She also shares her latest real estate adventure, renovating a historic Victorian home in Utah. Discover the magic of transforming hobbies into thriving businesses as we discuss the rise of niche audiences. By channeling passion and utilizing innovative content strategies, we explore how her pickleball newsletter amassed 1,100 subscribers in just eight weeks, unlocking unexpected opportunities like creating content on a luxury yacht in Croatia. Janelle shows us the importance of marketing prowess in scaling a pickleball facility, "The Kitchen," and establishing a strong e-commerce presence, proving that with the right mindset, even pastimes can become entrepreneurial goldmines. Branding and storytelling take center stage as we delve into the art of launching successful products. Learn about creating the three-in-one charger, Alpha Charge, and the Mess Less brand, both tailored for entrepreneurs. Janelle illustrates the importance of knowing your audience and utilizing platforms like Kickstarter and TikTok for impactful product launches. Drawing inspiration from successful branding strategies, the conversation highlights how personal branding, strategic investments, and networking at business events can lay the groundwork for long-term success. Tune in for an episode brimming with insights and inspiration for aspiring entrepreneurs! In episode 690 of the Serious Sellers Podcast, Bradley and Janelle discuss: 00:00 - E-Commerce Success Strategies With Janelle Page 05:30 - Testing Product Market Fit Before Investment 06:26 - Building Niche Audience in Pickleball 09:40 - Becoming Co-Owner of Pickleball Facility 15:25 - Entrepreneurial Brand Strategy and Product Launch 18:07 - TikTok Launch Strategy for Product Launch 20:21 - Investing in Branding and Diversification 30:01 - Investment Opportunities and Strategies 31:59 - Building Strong Brands Through Storytelling 38:12 - Amazon Seller Networking at Business Events

 In this conversation, Mor Milo discusses his company The Relli, which aims to revolutionize real estate investment by creating a platform akin to a stock market for real estate. He shares insights on the challenges and opportunities in the market, the importance of community building, and strategies for networking. Mor emphasizes the need for authentic connections and the goal of making real estate investment accessible to everyone, regardless of their financial background. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textWhat does it take to turn a family carport business into a multi-state RV storage powerhouse? Scott Meyers talks with Travis Bailey, owner of Park'n Shade, about the booming demand for covered RV and boat storage. Travis shares his journey from working summers in his dad's business to buying it outright, and the evolution of RV storage from a niche service to a necessity driven by rising vehicle values and customer expectations. They discuss market demand, construction challenges, regional trends, solar integration, and how cautious growth has fueled Park'n Shade's steady expansion across eight states.  WHAT TO LISTEN FOR0:58 How a Carport Company Became an RV Storage Leader3:06 Surviving the 2008 Downturn7:56 The Shift from Luxury to Necessity in Covered RV Storage17:54 Why Some Developers Are Sitting Out (and Others Aren't)24:29 Industry Crystal Ball: Where Covered RV Storage Is Headed Leave a positive rating for this podcast with one click  CONNECT WITH TRAVIS BAILEYLinkedIn | Park‘n Shade | CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.Attend the Self Storage Academy in Seattle, WA August 21-23https://selfstorageacademy.com/

Investment Opportunities in New York: A Contrarian's Guide to Regional Economic Recovery Uncovering Hidden Investment Opportunities Through Regional Economic Analysis In this episode of the Tom Dupree Show, investment strategist […] The post Investment Opportunities in New York: A Contrarian's Guide to Regional Economic Recovery8-02-25 appeared first on Dupree Financial.

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

Welcome back to another exciting episode of Tank Talks! Host Matt Cohen is joined by John Ruffolo as they dive deep into some of the most fascinating business and tech news, covering everything from the Bank of Canada's interest rates to Figma's IPO debut and the rising debate over AI web crawling. Get ready for another whirlwind discussion on the challenges and opportunities at the intersection of technology, finance, and policy!Bank of Canada Holds Rates Amid Tariff Resilience (00:31)The episode kicks off with a look at the Bank of Canada's decision to hold interest rates steady at 2.75%, despite tariff resistance from the U.S. Matt and John dissect how the Canadian economy is faring and whether this wait-and-see approach will help or hurt the country's future rate cuts.Figma IPO: A Tech World Shake-Up (02:56)Figma, the design software giant, hits the New York Stock Exchange with a stunning 225% stock surge, far surpassing its $33 IPO price. Matt and John explore the remarkable jump in Figma's stock value, its previous $20 billion offer from Adobe, and how this signals a new era for the tech IPO market.The Surge of AI-Powered IPOs and Investment Opportunities (05:02)From Figma to potential IPOs from high-growth AI companies, the episode shifts focus to the flood of upcoming tech public offerings. With Microsoft and Meta reporting blowout earnings, the duo discusses how AI and high-tech companies are dominating the IPO space and the new investment opportunities in play.Cohere's Growth Amidst AI Giants (07:29)Canadian AI startup Cohere is making waves with a new partnership with Bell Canada and reports of revenue growth, doubling its projected recurring revenue. John and Matt discuss how the startup is positioning itself in the highly competitive AI space, especially with privacy-focused models catering to regulated industries.JPMorgan and Coinbase's Surprising Crypto Partnership (09:48)JPMorgan and Coinbase announce a groundbreaking partnership, directly connecting customers' bank accounts to crypto wallets. Matt and John break down how this bold move marks a huge shift in the banking industry, particularly as Canadian banks are left playing catch-up.Ontario Cancels Starlink Deal Over Tariff Tensions (12:09)In a shocking move, the Ontario government cancels a $92 million Starlink deal due to U.S. tariff tensions. Matt and John discuss how this decision could impact access to vital broadband for remote communities and the political ramifications of Canada's communications sovereignty.The Growing Battle Over AI Web Crawlers and Content Protection (15:26)As AI web crawlers, including OpenAI's GPT and Anthropic's Claude, face growing restrictions, Matt and John discuss the implications of major companies like Amazon and media giants blocking these crawlers. The episode explores the future of online data scraping, the rise of closed ecosystems, and the potential impact on digital advertising.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Is the Montreal condo market cracking? We're hearing doom-and-gloom from Toronto and Vancouver, but what's happening here? Units aren't moving. Sellers are losing money. My network is asking me: is this a rare chance to buy? In this episode, I break it all down—what's happening, why, and what to do next.Terrie Schauer's LinkedIn: https://www.linkedin.com/in/terrieschauer/ Terrie Schauer's Instagram: https://www.instagram.com/terrieschauer/ Check out all the other MPI Podcast Network Shows: https://masterpassiveincome.com/network

On today's show, we start in Tallahassee, where much lauded brewery (and distillery and coffee roaster) Ology Brewing has just launched a way for fans and business-savvy individuals to invest in the future growth of this business. We spoke to Ology COO and co-founder David Arendt about preparing a busienss to go public with investment opportunities, the future plans for Ology Brewing, and more.  From there, we chat with New Beginning Micro, who has been restoring the scalps of Tampa residents with Micro Pigmentation for years. We spoke to owner and master barber Steve Rivera to learn more about micro pigmentation (or SMP), what to expect from a visit to New Beginning Micro, and more. Plus, if you're interested, use code "FLBEER1000" for a HUGE discount and let them know Florida Beer Podcast sent you! Host & Editor: David Butler of the Florida Beer Blog Executive Producer: Jaime (“Jemmy”) Legagneur, Chief Enthusiasm Officer Field Producer/Photographer: Steve Pekala Guest: David Arendt of Ology Brewing | Ology Brewing Investment Opportunity Guest and Sponsor: Steve Rivera of New Beginnings Micro (Instagram: @NewBeginning_Micro) | PromoCode: "FLBeer1000" to get your Florida Beer discount! It will earn you: $250 off of New Beginning Micro services up to $2,000 in value and a discount of $1,000 for New Beginning Micro services above that in value. Thank you, Steve! Equipment Sponsor: Mainline Marketing | Featured Product: Shure MV7 | Full MV7 Podcast Mic Bundle with Boom Arm and Headphones Interested in becoming FBP's next Title Sponsor? Contact FPN today! Opening Voice Over Courtesy of: Jeff Brozovich Follow Florida Beer Blog on Facebook, Twitter, and Instagram. Additional Support Provided by: Florida Podcast Network =========== FPN:  Check out the other shows on the Florida Podcast Network

On today's show, we start in Tallahassee, where much lauded brewery (and distillery and coffee roaster) Ology Brewing has just launched a way for fans and business-savvy individuals to invest in the future growth of this business. We spoke to Ology COO and co-founder David Arendt about preparing a busienss to go public with investment opportunities, the future plans for Ology Brewing, and more.  From there, we chat with New Beginnings Micro, who has been restoring the scalps of Tampa residents with Micro Pigmentation for years. We spoke to owner and master barber Steve Rivera to learn more about micro pigmentation (or SMP), what to expect from a visit to New Beginnings Micro, and more. Plus, if you're interested, use code "FLBEER1000" for a HUGE discount and let them know Florida Beer Podcast sent you! Host & Editor: David Butler of the Florida Beer Blog Executive Producer: Jaime (“Jemmy”) Legagneur, Chief Enthusiasm Officer Field Producer/Photographer: Steve Pekala Guest: David Arendt of Ology Brewing | Ology Brewing Investment Opportunity Guest and Sponsor: Steve Rivera of New Beginnings Micro (Instagram: @NewBeginning_Micro) | PromoCode: "FLBeer1000" to get your Florida Beer discount! It will earn you: $250 off of New Beginning Micro services up to $2,000 in value and a discount of $1,000 for New Beginning Micro services above that in value. Thank you, Steve! Equipment Sponsor: Mainline Marketing | Featured Product: Shure MV7 | Full MV7 Podcast Mic Bundle with Boom Arm and Headphones Interested in becoming FBP's next Title Sponsor? Contact FPN today! Opening Voice Over Courtesy of: Jeff Brozovich Follow Florida Beer Blog on Facebook, Twitter, and Instagram. Additional Support Provided by: Florida Podcast Network =========== FPN:  Check out the other shows on the Florida Podcast Network

After years of outperformance by US stocks, international stocks have been the big winners so far in 2025. But how long will this leadership last? And is it too late for investors who have missed the rally so far? On this episode of Market Sense, we look at the overseas trends driving recent successes, whether they have staying power, and potential opportunities for investors. If you want to research some International ETFs on the market, click here. Read the full transcript View the slides Watch the video replay

Welcome back to the Alt Goes Mainstream podcast.Today's conversation brings us beachside, featuring a live podcast from Soho Beach House in Miami with EQT Partner, Head of Private Wealth Americas Peter Aliprantis.With the backdrop of the beach behind us and the wealth community in the audience, Peter and I discussed the nuances of the wealth channel and how Peter's experience working with wealth is brought to bear as he brings EQT's brand and capabilities to the Americas wealth channel.Peter brings a wealth of knowledge to the private wealth solutions world, garnering over 25 years of experience in the space. Prior to joining EQT, Peter spent 12 years at TPG Angelo Gordon as a Managing Director, where he focused on new business development and intermediary distribution.Peter and I had a fascinating, lively, and thought-provoking conversation which then turned into an intellectually rich dinner discussion with the guests. Listen in — we hope you enjoy.You can also read a recent AGM Op-Ed by Peter here. Many of the themes that Peter discussed in our conversation, particularly around evergreen funds and why model portfolios are the next big innovation in private markets, were covered in his Op-Ed.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:04 Juniper Square: Revolutionizing Fund Management01:38 Welcome to Alt Goes Mainstream01:43 Live from Soho Beach House, Miami with EQT's Peter Aliprantis02:43 Navigating Current Markets02:58 Volatility in Public Markets04:53 Global Investment Trends05:16 Investor Behavior and Global Markets05:32 Private Markets in Europe and Asia06:43 Investment Opportunities in Asia07:27 Private Markets Outperforming in Europe07:37 Wealth Channel Conversations08:18 EQT's Global Footprint08:57 Mega Trends in Global Investment09:29 Data Centers and Energy Needs11:17 Natural Gas and Carbon Capture11:57 Nuclear Energy and Modular Reactors12:43 Investment Scale and Origination13:06 Evergreen Structures in Private Markets16:28 Opco Structures Explained17:15 Evergreen Structures and Investor Access17:54 Institutional Adoption of Evergreen Structures21:32 Model Portfolios in Wealth Channel22:29 Manager Selection and Performance23:34 Client Servicing and Education27:43 Early Days in Wealth Channel Allocation28:39 Benefits and Limitations of Evergreen Structures29:11 Quick Fire Questions29:26 Exciting Investment Strategies30:16 Risks in Private Markets31:12 Using Private Markets in Portfolios32:35 Next Big Innovation: Model Portfolios32:46 Intersection of Public and Private Markets33:22 Moving Beyond the 60/40 PortfolioEditing and post-production work for this episode was provided by The Podcast Consultant.

Send us a textIs your storage facility leaving money on the table? Scott Meyers sits down Greg Ellsworth—president of Toy Storage Nation and founder of Self Storage Consulting Group—to explore the evolving world of self-storage and RV/boat storage. Greg dives into why the old-school "build it and they will come" model is outdated and how data-driven design and multi-use flexibility are the keys to maximizing ROI. From RV amenities and pro-storage for contractors to the booming demand for truck and toy storage, Scott and Greg reveal how innovative development, smart entitlements, and reading between the zoning lines can unlock value in overlooked land.  WHAT TO LISTEN FOR1:22 From College Grad to Storage Consultant4:41 Why Operations Must Influence Design9:11 The “Crystal Ball” Approach to Feasibility Studies14:19 How Rising Interest Rates Reshaped Solid Deals23:27 Why Boat & RV Storage Demand Isn't Slowing Down33:49 Turning “Worthless” Land Into Storage Gold Leave a positive rating for this podcast with one click CONNECT WITH GREG ELLSWORTHSelf-Storage Consulting Group | Self Storage Consulting Group | Toy Storage Nation | EmailCONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramFollow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.Attend the Self Storage Academy in Seattle, WA August 21-23https://selfstorageacademy.com/

"Investing by Global Regions" Panel - 361Firm Newport Conference (July 2025)Transcript: https://361.pub/GlobalRegionsNP25TranscriptAll 361Firm Podcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub/spotify), Simplecast (https://361.pub/pods) SUMMARY: The panel at the 361Firm Newport Conference discussed investment opportunities and challenges in various global regions. Areej Alturki highlighted Saudi Arabia's rapid transformation, with major investments from firms like BlackRock and projects like Neom. Parth Vakil noted India's growing middle class and demographic challenges, emphasizing the potential of AI and smartphones. Brittany McDonough from Launch Africa highlighted the continent's talent pool and integration with the GCC. Charles Beyrouthy discussed the US Chips Act's impact on geopolitics and chip manufacturing. Anna Cardona from Mississippi emphasized the region's strategic location and tax incentives for regenerative energy projects.SUMMARY KEYWORDS: Saudi Arabia, GCC, investment opportunities, economic transformation, cultural change, India, middle class growth, demographic challenges, Africa, talent development, technology sovereignty, US Chips Act, grid reliability, AI, data centers.SPEAKERS: Areej Alturki, Brittany McDonough - Launch Africa, Parth Vakil, Mark Sanor, Speaker 1, Charles Beyrouthy, Anna Cardona You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Today's Flash Back Friday episode is from #669 that originally aired on Nov 13, 2023. Dakota Malone is the founder of Community Solar Authority, a group that consults with and advises land and commercial real estate owners on how to best monetize their assets by integrating solar in an effort to unlock hidden revenue streams.  Quote: “You can't just go throw solar panels on all residential, or all commercial properties; the roof, the financing, the shading, there's a million reasons why it won't work. That's why the deployment of these renewable assets, in the form of solar farms, are becoming so popular.   Highlights:  7:05: What a long term roof lease look like  12:13: Talking about the upkeep of the solar roof lease  18:06: Considerations for investing in the solar business   Guest Websites: https://www.linkedin.com/in/dakotamalone www.communitysolarauthority.com    Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

In this conversation, Dylan Silver interviews Matt Sanderson, a Houston-based real estate broker and founder of STRIQ, a platform designed for Airbnb investors. They discuss the unique real estate landscape in Houston, the burgeoning opportunities in short-term rentals, and the innovative features of STRIQ that streamline the investment process. Matt shares insights on the demand for industrial real estate in Houston, the advantages of short-term rentals over traditional long-term investments, and the future potential of STRIQ in the global market. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Connect with Eitan:https://www.linkedin.com/in/eitan-holder/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Send us a textSpeed, data, and AI are transforming self-storage—and those who master them are winning big. Scott Meyers sits down with Jean-Michael Diei, founder of PropRise, to explore how artificial intelligence is revolutionizing the way storage investors and operators source deals, navigate zoning, and optimize operations. From his childhood steeped in tech and entrepreneurship to building cutting-edge AI tools for real estate, Jean-Michael shares actionable insights on beating the competition, scaling faster, and working smarter.  WHAT TO LISTEN FOR0:53 Jean-Michael's AI-Powered Backdoor into Self-Storage4:06 How AI Is Transforming Real Estate Acquisition Teams9:07 Zoning Secrets: Using AI to Read City Council Signals14:07 Inside PropRise: The AI Treasure Map for Finding Deals16:22 Case Study: Doubling Deal Flow with Smart Data18:37 Why Speed Wins: AI as the Ultimate Competitive Edge Leave a positive rating for this podcast with one click CONNECT WITH JEAN-MICHAEL DIEIPropRise | LinkedIn CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.Attend the Self Storage Academy in Seattle, WA August 21-23https://selfstorageacademy.com/

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…IGNITE FUNDING: Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.ignitefunding.com/2025/5mis-rtr/signup/?sl=rtr&utm_source=rtr&utm_medium=podcast&utm_content=podcast_1ECKARD ENTERPRISES:Build wealth through alternative investments in U.S. oil & gas with Eckard's tangible, tax‑advantaged energy assets: https://eckardenterprises.com/rent-to-retirement/BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/HEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/Thinking about investing in the Midwest?

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…IGNITE FUNDING: Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.ignitefunding.com/2025/5mis-rtr/signup/?sl=rtr&utm_source=rtr&utm_medium=podcast&utm_content=podcast_1ECKARD ENTERPRISES:Build wealth through alternative investments in U.S. oil & gas with Eckard's tangible, tax‑advantaged energy assets: https://eckardenterprises.com/rent-to-retirement/BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/HEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/Thinking about investing in the Midwest?

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  Markets are moving, signals are shifting, and investors are looking for clarity amid all the noise. In this episode, Brian and Chris break down the asset class rankings, sector rotations, economic indicators, and geopolitical factors impacting portfolios today. From AI-fueled utilities to tariff-fueled uncertainty, they explore where smart money is flowing—and where investors should be watching next.In this episode, Brian and Chris discuss:1. First-Half Market Performance2. Mixed Signals in Inflation & Consumer Confidence3. Global Economic Highlights4. Investment Opportunities in Multifamily & Downtown Office Real EstateFollow us here to see short videos of all our best investing tips:TikTok: https://www.tiktok.com/@todaysmarketexplained  Instagram: https://www.instagram.com/TodaysMarketExplainedYouTube: https://www.youtube.com/@todaysmarketexplained Facebook: https://www.facebook.com/TodaysMarketExplainedTwitter: https://twitter.com/PodcastTMEWebsite: https://todaysmarketexplained.com/ DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Tom Taylor, managing director of aerospace and defense at JLL, is out with a new report pointing to the multitude of real estate investment opportunities contained with the nearly $900 billion U.S. defense budget, both in the United States and abroad. (07/2025)

Tom Taylor, managing director of aerospace and defense at JLL, is out with a new report pointing to the multitude of real estate investment opportunities contained with the nearly $900 billion U.S. defense budget, both in the United States and abroad. (07/2025)

Tom Taylor, managing director of aerospace and defense at JLL, is out with a new report pointing to the multitude of real estate investment opportunities contained with the nearly $900 billion U.S. defense budget, both in the United States and abroad. (07/2025)

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers key developments including the DOE's alarming grid reliability report, signaling potential blackouts by 2030 and highlighting opportunities for investors in coal, natural gas, and nuclear sectors. The discussion also delves into the impact of the One Big Beautiful Bill on energy policies, regulatory reforms for oil, gas, and nuclear, and the evolving market conditions. Additionally, insights from the Dallas Fed Energy Survey reveal challenges in oil and gas production, while the surge in copper prices is explored in light of tariffs and growing demand for green energy infrastructure.Highlights of the Podcast 00:00 - Intro00:18 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear04:57 - Dallas Fed Energy Survey12:29 - Ghost Factories Are a Warning Sign for Green Manufacturing's Future16:14 - Oil Markets Don't Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?18:58 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch21:20 - DOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape24:39 - Copper Prices to the Moon After Trump Announces 50% Tariff26:36 - OutroPlease see the links below or articles that we discuss in the podcast.The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and NuclearDallas Fed Energy SurveyGhost Factories Are a Warning Sign for Green Manufacturing's FutureOil Markets Don't Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?The World Needs Trillions in Oil and Gas Investment to Avoid a Supply CrunchDOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy LandscapeCopper Prices to the Moon After Trump Announces 50% TariffFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

Nicole Vilaca is the founder of Worldwise Capital, a consulting firm that helps individuals and entrepreneurs obtain second residencies, optimize global taxes, and access international banking solutions. She also runs Work Wealth and Travel, a resource hub for digital nomads and expats seeking practical advice on living, working, and thriving abroad.Timestamps:[00:00-04:52] Adapt to diversify your investments[04:53-12:00] Immigration and Residency Options[12:01-16:27] Strategically Plan Financial Ventures[16:28-26:18] Digital Nomad Lifestyle[26:19-33:49] Residency + Investment [33:50-36:49] Last advice from the expertNicole's gift to you:  https://worldwisecapital.kit.com/top5residenciesAny questions?*** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIn today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How are the policies of the new Trump administration likely to impact these trends?And where are the best opportunities for investors likely to lie?Below are the Doomberg posts mentioned in this discussion:The Fix Is In:https://newsletter.doomberg.com/p/da6e6e36-e1db-4d53-b100-c82317ca3327Alberta Clipper:https://newsletter.doomberg.com/p/26dd5c88-314e-415e-93d7-95616fd73eeaChina Through the Lens of Energy:https://newsletter.doomberg.com/p/52366083-26e1-4289-899a-9352fb196a53#energy #china #naturalgas 0:00 - Significant Energy Trends of 20254:32 - Oil Price Equilibrium and Risk Premium9:48 - Natural Gas as an Oil Substitute15:02 - Natural Gas and AI Energy Demands20:37 - Nuclear vs. Natural Gas Solutions25:07 - China's Energy Advantage and U.S. Response29:30 - China's Energy Supply Chain37:36 - Impact of Trump's Energy Policies41:24 - Trump's Policies and National Prosperity47:58 - Rebuilding the U.S. Energy Grid49:48 - Investment Opportunities in Energy54:10 - Arbitrage Opportunities Over Time55:19 - Canada's Energy Reforms Post-Election1:04:02 - Data Centers in Cold Regions1:10:13 - Closing and Resources:_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Connect with Bill and Ben:https://self-storagedevelopers.com/Email and phone number found in the episode. Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Send us a textThis is a Replay of an episode first published in November 2023. Rick Gibson made his living successfully as a lawyer for nearly four decades. But it was a noteworthy book that made the case for him to think about investing. Rich Dad, Poor Dad.That book inspired Rick to leave corporate America and form an investing team with his sons in real estate. Today Gibson's portfolio includes mobile home parks and storage facilities, which he was able to grow and sell to a real estate investment trust. And along the way Rick has come to see the importance of community in the self-storage industry, highlighting the value of Scott's mastermind group in providing resources and support. WHAT TO LISTEN FOR4:16 The Role of Family and Legacy in Business10:30 The Importance of Community and Networking18:16 Adapting and Thriving Through Economic Cycles21:16 Leveraging Experience and Collaboration for Success Leave a positive rating for this podcast with one clickABOUT RICK GIBSONRick was a lawyer by trade in the St Louis area for 37 years. As an investor, his family business owns 80 single family rentals, six mobile home parks and nine storage facilities. He's also involved in passive investing with another half dozen storage facilities and three different storage funds. CONNECT WITH RICKEmail  CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.Attend the Self Storage Academy in Seattle, WA August 21-23https://selfstorageacademy.com/

In this conversation, Stephen Schmidt interviews Dr. Jeffrey Berger, a holistic coach who emphasizes a finance-first approach to personal well-being. Dr. Berger shares his transformative journey from a corporate software engineer to a holistic health advocate, highlighting the importance of true wealth that encompasses physical, mental, emotional, spiritual, and financial health. He discusses the revolutionary potential of blockchain technology in real estate, particularly through tokenization, which allows for fractional ownership and passive income opportunities. The conversation emphasizes the need for education and awareness in navigating the evolving landscape of investments and personal wellness. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------

The world is running low on clean, reliable water—and the infrastructure designed to deliver it is decades out of date. In this episode of Let's Talk Future, Jane Ross speaks with Bryan Blair about why water is suddenly on the radar of investors, governments, and innovators alike. From data centers to drought zones, PFAS to stormwater, Bryan breaks down the megatrends behind the growing demand—and why the next decade may be transformational for the water sector.   Episode Disclosures: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This podcast may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. This content is intended for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. No part of this podcast should be interpreted as a testimonial regarding the advisory services of Oppenheimer & Co. Inc. Any references to performance, investment opportunities, or market outlooks are based on current opinions, which are subject to change without notice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC.  8104938.1

Connect with Michael:https://www.linkedin.com/in/michael-cohen-1a453915/https://williamsequities.com/https://www.colliers.com/en/experts/michael-cohenClick to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

In this conversation, Dylan Silver interviews Lacy Morgan, an advocate for offsite prefab modular construction, discussing the evolution and benefits of modular homes in addressing the housing crisis. Lacy shares her journey into the real estate space, the differences between modular and manufactured homes, and the growing demand for affordable housing solutions. The discussion also covers customization options, financing opportunities, and the importance of educating realtors and the public about modular construction. Lacy emphasizes the potential of offsite construction to revolutionize the housing market and improve accessibility for families.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Stephen Schmidt interviews Mark Keene, a seasoned real estate agent specializing in working with investors. Mark shares his journey into real estate, the importance of understanding investor clients, and the common mistakes new investors make. He emphasizes the role of a great investor agent, the significance of evaluating investment opportunities, and how to navigate competitive markets. Mark also discusses building long-term relationships with clients and his commitment to giving back to the community through the Homes for Heroes program.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros podcast, Michael Bull shares his extensive experience in commercial real estate, discussing his journey from managing apartments to becoming a successful broker. He highlights the importance of education, navigating market cycles, and the current opportunities in the commercial real estate market. Bull emphasizes the value of training for agents and the need for municipalities to adapt to housing demands. The conversation also touches on personal interests and the significance of family in his professional life.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, Mike Gamble shares his journey into property management, starting from the aftermath of the 2008 financial crisis. He discusses innovative strategies for acquiring clients, the challenges of scaling a property management business, and the importance of navigating licensing laws in Oregon. Mike also contrasts long-term and short-term rental management, shares insights on effective marketing strategies, and highlights investment opportunities in the Oregon real estate market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

· With sub-3% vacancy and strong rent growth, Industrial Outdoor Storage (IOS) is outperforming traditional industrial assets.· Zoning and entitlement hurdles limit new IOS development, boosting demand for existing sites.· Major investors are amassing IOS portfolios, following the path of self-storage and single-family rental.· IOS supports logistics, construction and utilities with strategic infill locations and flexible outdoor space.· Electrification and evolving logistics technology are reshaping IOS.

In this conversation, John Harcar interviews Patti Palafox, a real estate expert from Malibu, discussing her journey in the real estate market, the impact of recent wildfires on the community and market, and the future outlook for real estate in Malibu. Patti shares her experiences, challenges, and insights into the unique dynamics of the Malibu real estate market, emphasizing the importance of community resilience and investment opportunities. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Veteran natural resources investor Rick Rule provides an update on the commodities sector: energy (oil, gas, coal, nuclear, wind & solar), precious metals (gold, mining stocks, silver & platinum) and base metals (e.g., copper)WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#commodities #oil #gold0:00 - Natural Resources Investment Symposium6:15 - Oil market dynamics11:32 - Oil production and cost of capital19:35 - Energy sector opportunities24:58 - Energy boom scale29:00 - Multi-decade commodity demand35:21 - Legacy investing in commodities38:15 - Nuclear technology advancements42:07 - Emerging nuclear technologies44:59 - Space-based solar energy47:54 - Precious metals bull market54:19 - Silver breakout significance56:31 - Bull market stage and outlook59:20 - Symposium reminder and access1:01:02 - Closing and viewer guidance_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation have become unexpectedly central to technology investing. He offers his contrarian take on today's market, arguing that consumer internet represents significant opportunity while most investors chase SaaS and AI deals. We discuss investing in new technology versus commercialization, TCV's evolution from cold-calling to AI-powered sourcing of 11 million companies, and their three-person unanimous investment committee structure. Please enjoy my conversation with Jay Hoag.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠ ⁠⁠⁠⁠here.⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠ to learn more about the platform. –  This episode is brought to you by⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:18) Market Conditions and Investment Opportunities (00:06:57) Consumer Internet Businesses and AI (00:09:04) Technology Commercialization Challenges (00:11:30) Public vs. Private Market Dynamics (00:15:32) Growth Investing and Competitive Dynamics (00:22:34) History and Resilience of TCV (00:26:32) Understanding the Firm's Investment Lifecycle (00:27:06) Evolution of Sourcing Strategies (00:28:33) The Role of Data Intelligence in Sourcing (00:29:41) Internal Investment Process at TCV (00:34:31) Challenges and Strategies in Long-term Investments (00:41:15) Reflections on the Investment World (00:43:48) Personal Insights and Final Thoughts

Today's Post - https://bahnsen.co/3Tphtmu In this week's Dividend Cafe commentary, Brian Szytel steps in for David to do the usual around the horn market commentary. The episode covers a variety of market updates, including a brief recap of recent fluctuations in major indices such as DOW, S&P, and NASDAQ. Brian discusses the ongoing Middle Eastern conflict between Israel and Iran and its impact on the markets. The episode also touches on oil price movements, sector performance, and the implications of the weakening US dollar. Brian delves into the current state of the housing market, details the recent Fed meeting's outcome on interest rates, and explores the potential effects of the new tax bill. The segment wraps up with a mention of Opportunity Zones and other investment opportunities, encouraging listeners to stay engaged and reach out with questions. 00:00 Introduction and Market Overview 00:57 Middle Eastern Geopolitical Tensions 02:25 Energy Market Movements 03:23 Sector Performance and Interest Rates 03:55 US Dollar and Global Economic Insights 06:31 Government Receipts and Spending 07:54 G7 Meeting and Global Trade 10:18 Real Estate Market Analysis 11:35 Federal Reserve and Economic Indicators 12:48 Investment Opportunities and Taxation 14:07 Conclusion and Disclaimers Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Episode Summary: Taxable brokerage accounts are often overlooked but are essential for building wealth and achieving early retirement. Brad Barrett and Cody Garrett highlight their flexibility, tax advantages, and strategic value. Cody Garrett provides insights on how to effectively navigate these accounts, dismantling common misconceptions while sharing actionable strategies. Key Takeaways: Understanding the definition and benefits of taxable brokerage accounts. The flexibility of contributions and investment options. Tax optimization strategies, including long-term capital gains and tax loss harvesting. The importance of asset location for tax efficiency. How to navigate the rules around gifting and estate planning regarding taxable accounts. Timestamps: 00:02:00 - Defining Taxable Accounts 00:10:30 - Investment Opportunities and Options 00:11:30 - Tax Benefits and Treatments 00:25:00 - Best Investment Types for Taxable Accounts 00:48:00 - Conclusion and Action Steps Main Discussion Topics: Introduction to Taxable Brokerage Accounts (00:00:00) The hosts introduce the episode's focus on taxable brokerage accounts as crucial but often ignored tools in financial strategy. Defining Taxable Accounts (00:02:00) A taxable brokerage account is described as a non-retirement account where investment income is taxed in the year it is earned, providing the flexibility of access and lack of penalties. Investment Opportunities and Options (00:10:30) Taxable accounts allow unlimited contributions with various investment opportunities that traditional retirement accounts may restrict. This includes stocks, ETFs, mutual funds, and even cryptocurrencies. Tax Benefits and Treatments (00:11:30) Earnings from dividends and long-term capital gains are subject to preferential tax rates, significantly benefiting investors. Discussion on tax strategies to minimize liabilities while maximizing income. Best Investment Types for Taxable Accounts (00:25:00) U.S. stock index funds are highlighted as optimal investments for taxable accounts due to their lower tax implications on dividends compared to foreign stocks. Conclusion and Action Steps (00:48:00) The episode wraps up with actionable steps for listeners, emphasizing the advantage of maximizing contributions to taxable accounts, especially after maxing out retirement accounts. Actionable Takeaways: Maximize contributions to your taxable brokerage account once you hit contribution limits for retirement accounts. (00:47:00) Consider holding U.S. stock index funds in taxable accounts for favorable tax treatment. (00:25:00) Utilize specific share identification methods for selling investments to optimize tax outcomes. (00:17:20) FAQs: What is a taxable brokerage account? A non-retirement account where investment earnings are taxed in the year they are earned. (00:02:30) What are the main advantages of a taxable brokerage account? Unlimited contributions, diverse investment options, and favorable tax treatment on capital gains and qualified dividends. (00:11:30) How are earnings taxed in a taxable account? Earnings are taxed in the year they are realized, which includes dividends and capital gains distributions. (00:03:00) Are there any penalties for early withdrawal from a taxable account? No penalties apply, offering flexibility compared to traditional retirement accounts. (00:34:00) Key Quotes: "Success comes with a price: don't let your money sit idle in a checking account." (00:06:00) "Prioritize earning over worrying about taxes." (00:06:16) "Taxable accounts can offer significant tax advantages." (00:11:32) "Don't let the tax tail wag the dog." (00:29:59) Related Resources: Measure Twice Money - For more insights on financial strategies. Episode #517: Tax Gain Harvesting Strategies - A detailed discussion on optimizing tax strategies. Cody and Sean's book announcement page Discussion Questions: How can taxable brokerage accounts enhance your investment strategy? What strategies can be implemented to maximize the tax advantages of taxable accounts? How should one decide which types of investments to prioritize in taxable accounts?