POPULARITY
26 episodes with investment research
7 episodes with investment research
5 episodes with investment research
6 episodes with investment research
4 episodes with investment research
6 episodes with investment research
3 episodes with investment research
3 episodes with investment research
4 episodes with investment research
3 episodes with investment research
7 episodes with investment research
2 episodes with investment research
2 episodes with investment research
7 episodes with investment research
3 episodes with investment research
2 episodes with investment research
4 episodes with investment research
2 episodes with investment research
In this episode, Future Standard's Investment Research team members Alan Flannigan and Andrew Korz break down their latest publication, Q2 2026 Mapping the Markets: Shock and Awe, a quarterly macro and cross-asset chartbook illustrating the current state of markets. Key takeawaysSupply-side shocks are occurring more frequently and driving persistent inflation volatility.AI CapEx is powering equity markets but also increasing concentration risk.Stock-bond correlation has risen, weakening traditional diversification.Dispersion across and within asset classes is creating opportunities for active management.Private market returns are increasingly driven by revenue growth, not multiple expansion.Diversification now requires deeper strategy selection, not just asset allocation.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights
ทุนจีนรุกคืบตลาดคอนเสิร์ตไทย หอบโปรดักชันมาเองเบ็ดเสร็จ สะเทือนวงการผู้จัด หวั่นไทยได้ไม่คุ้มเสีย เม็ดเงินไหลออกนอกประเทศ รายละเอียดเป็นอย่างไรถอดรหัสปรับพอร์ตลงทุน สู้ศึกยุค AI และโลกแบ่งขั้ว พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
In this episode, Kate Webber, Chief Solutions Officer at the PRI, is joined by Claudia Wearmouth, Global Head of Responsible Investment at Columbia Threadneedle Investments, and Travis Antoniono, Investment Director for Sustainable Investments at CalPERS.Together, they explore how responsible investment is being applied in practical, financially material ways, including how it is embedded into investment processes, how transparent dialogue between asset owners and managers supports long-term outcomes, and the role evidence plays in sustainable investment decision-making.Overview:Responsible investment is increasingly moving from a specialist function to a core part of investment decision-making. Across public and private markets, sustainability and governance considerations are being integrated into due diligence, portfolio construction, stewardship and long-term risk management.This episode explores how investors are building practical frameworks around financial materiality, balancing quantitative tools with qualitative judgement, and adapting to rapidly evolving risks such as climate change and AI disruption.Detailed coverage:Embedding sustainability into investment processesBoth guests explain how sustainability considerations are now integrated throughout the investment lifecycle, from initial due diligence through to ongoing monitoring and exit decisions.Financial materiality and fiduciary dutyThey explore how responsible investment supports long‑term, risk‑adjusted returns and helps meet fiduciary responsibilities to beneficiaries.The role of dedicated expertiseTravis Antoniono discusses embedding dedicated sustainability specialists directly into investment due diligence teams, while Claudia Wearmouth outlines how sustainable investment analysts can better work alongside fundamental research teams.Data, evidence and judgementThe conversation explores how responsible investment relies on a growing evidence base. While data is still evolving, investors increasingly combine quantitative tools with qualitative insight and real-world case studies.Explore real-world examples of how investors are combining data and judgement in practice in the PRI's investment case database: https://public.unpri.org/investment-tools/investment-case-databaseHow AI is changing investment researchAI is beginning to transform investment analysis itself, helping teams assess sector disruption, and emerging financial impacts more dynamically.Building organisational buy-inBoth guests highlight that embedding responsible investment depends on strong leadership and clear direction, with teams working together to apply it in practice.The importance of asset owner–manager relationshipsTransparency, trust and detailed communication are highlighted as essential for aligning investment objectives, stewardship expectations and long-term strategy execution.Practical lessons for investorsThe episode concludes with practical recommendations on how investors can improve governance and decision-making through more consistent use of evidence and ongoing dialogue.Chapters:00:08 - Introduction and the investment case for responsible investment01:29 - Embedding sustainability into investment processes05:14 - Sustainability, fiduciary duty and long-term returns10:56 - Building the evidence base for responsible investment13:39 - How AI is changing investment analysis20:15 - Creating organisational buy-in and investment alignment22:18 - Climate solutions, strategy and total portfolio thinking27:12 - Asset owner and investment manager collaboration35:15 - Key lessons on transparency, trust and detail37:04 - Practical recommendations for investorsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.
In this episode, Future Standard's Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime.Scott also shares how his liquid alternatives approach blends diversification with conviction, the role of liquid alternatives play alongside private markets, and how strategies go from idea to execution.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights
In this episode, Future Standard's Investment Research team members Alan Flannigan and Andrew Korz unpack the key themes from their Q2 2026 U.S. Economic Outlook, Sturdy, Under Strain. They examine the state of the U.S. economy entering the conflict in the Middle East, discuss the long-term implications of a shifting global landscape, and provide views on the most pressing macro themes in Q2.The episode also features a discussion with Jason Cole, Head of Public Policy at Future Standard, who provides on-the-ground perspective on the Iran conflict, evolving tariff authorities, and Federal Reserve leadership changes.Q2 2026 Economic outlook: https://www.futurestandard.com/insights/report/q2-2026-us-economic-outlook-sturdy-under-strainHave a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights
This week, Bruce Kelly talks to Jeff Vivacqua, who serves as President, Growth and Development at Cambridge Investment Research, and is a veteran of the financial advice industry. We talk about Cambridge's continued success as a recruiter of financial advisors, and its unique ownership structure and what that means to the firm's more than 4,000 financial advisors.
"Do Your Own Research" is one of the most parroted phrases in investing — slapped on every stock tip, TikTok video and crypto tweet. But what does good research actually look like for a retail investor? And in today's Dumb Question of the Week: Do contrarian investors actually make money? --- Thank you to Trading 212 for sponsoring this episode. Claim free fractional shares worth up to £100. Just create and verify a Trading 212 Invest or Stocks ISA account, make a minimum deposit of £1, and use the promo code "RAMIN" within 10 days of signing up, or use the following link: Sponsored Link. Terms apply - trading212.com/join/RAMIN When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. Pies & Autoinvest is an execution-only service. Not investment advice or portfolio management. Automatic investing refers to executing scheduled deposits. You are responsible for all investment and rebalancing decisions. Free shares can be fractional. 212 Cards are issued by Paynetics which provide all payment services. T212 provides customer support and user interface. Terms and fees apply. ---Get in touch
What if your next breakthrough in entrepreneurship comes not from your product, but from the relationships you build and the way you position yourself as a thought leader? In this episode, Marcia Dawood welcomes Chris Haroun—a former hedge fund manager, early investor in tech giants, and top-rated business educator—to share actionable insights for founders and business owners. With a rich background spanning Goldman Sachs, Citadel, and managing his own billion-dollar fund, Chris Haroun now channels his expertise into teaching practical business skills. He emphasizes networking, leveraging social media, and becoming a resource for others as core pillars of success—challenging traditional MBA paradigms. Packed with advice on raising capital, building credibility, and even navigating the complexities of crypto investing, this episode is essential for anyone eager to grow their business in today's fast-paced landscape. If you want real-world strategies from someone who's walked the walk, you won't want to miss it. To get the latest from Chris Haroun, you can follow him below! https://www.linkedin.com/in/charoun/ https://www.instagram.com/chrisharoun/ https://harouneducationventures.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Do Good While Doing Well Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood
In this episode of Private Markets 360°, we take a deep dive into the macro signals shaping private markets in 2026 with Nicholas Brooks, Head of Economic and Investment Research at ICG. Nicholas brings a thoughtful, data-driven perspective on where global private markets may be headed, sharing insights on resilience, risk, and developments across regions and asset classes. Credits: Host/Author: Chris Sparenberg and Christina McNamara Guests: Nicholas Brooks, ICG Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence
‘พลังงาน' กางแผนรับมือราคาน้ำมันโลกผันผวน หลังดีเซลขยับเพดานแตะ 33 บาท ทำกองทุนน้ำมันแบกภาระหนักเดือนละ 7 หมื่นล้านบาท พร้อมอัปเดตแผน PDP2026 รับมือสถานการณ์ค่าไฟฟ้า และแนวโน้มราคาพลังงาน รายละเอียดเป็นอย่างไร แฉขบวนการ หา ‘ไอ้โม่ง' กักตุนน้ำมัน พูดคุยกับ ศุภโชติ ไชยสัจ สมาชิกสภาผู้แทนราษฎร (สส.) แบบบัญชีรายชื่อ พรรคประชาชนผลกระทบสงครามตะวันออกกลาง กับห่วงโซ่อุปทาน AI พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
In this episode, Future Standard's Investment Research team members, Alan Flannigan and Andrew Korz, are joined by Rob Hoffman, Head of Credit Solutions, for a data‑driven look at what's really happening in private credit right now. They unpack the biggest headline concerns—PIK usage, redemption activity and gates, bank financing, defaults, software exposure and valuations—and explain how structure, lender protections and income durability shape outcomes across cycles. The discussion cuts through noise to highlight where selectivity, entry discipline and manager skill can matter most for investors navigating today's market.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
AI is everywhere, from trillion-dollar tech giants ramping up spending to Asian markets stepping up their role in the global supply chain. But with valuations stretched and volatility creeping back in, is it still about chasing the AI trade, or is it time to get more disciplined? On Wealth Tracker, Hongbin Jeong speaks to Jason Kuan (CFA), Director, Investment Research and Advisory, Chief Investment Office, CIMB Singapore, to break down why quality large-cap tech still matters, where Asia fits into the next phase of growth, and how the “3Ds,” Discipline, Diversification and Derisking, could help investors build more resilient portfolios.See omnystudio.com/listener for privacy information.
This week, we review a busy week of economic data, including updates on retail sales, employment, and inflation, and discuss what these signals mean for the broader economy. We ask how markets are digesting softening inflation, shifting Fed expectations, sector-level dispersion in equities, and ongoing volatility tied to AI-driven disruption. We end the episode with guest Sean Poe, Director of Investment Research at Key Wealth, who provides some guidance on how investors might think about IPOs, private markets and portfolio construction in the current environment.Speakers:Brian Pietrangelo, Managing Director of Investment Strategy, Key WealthGeorge Mateyo, Chief Investment Officer, Key WealthRajeev Sharma, Head of Fixed Income, Key WealthSteve Hoedt, Head of Equities, Key WealthSean Poe, Director of Investment Research, Key Wealth02:18 – Retail sales, employment report, inflation (CPI), and what they indicate about consumer strength and economic momentum.05:17 – A macro interpretation and outlook, including recession expectations, labor market trends, housing's role in inflation, and potential future Fed actions.08:29 – We look at this week's bond market reaction, shifts in rate cut expectations, Treasury yields, safe‑haven flows, and credit market sector performance.13:00 – We break down the equity market dynamics, rising volatility, sector rotation, AI-driven disruptions, and the shift toward “HALO” (hard assets, low obsolescence) stocks.16:15 – Sean Poe delivers a thorough overview of the state of the IPO market, why the IPO window closed in recent years, early signs of reopening, and the role of AI-driven capital needs. He also touches on implications for investors, including considerations around accessing IPOs, the role of private markets, and the importance of portfolio construction and advisor guidance.Additional ResourcesRead: Key Questions: Investing Before Lift‑Off – What Should Investors Know About Private Markets and the Next IPO Cycle? Key QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn
High-profile layoffs, inflation, recession headlines — it's no surprise that investors are worried about a volatile market. But this episode takes a step back from all the noise to look at what the data actually says. Chief Market Strategist Ryan Detrick returns to break down Carson Group's 2026 Market Outlook, from their new stance on global diversification to the asset class you shouldn't overlook. You'll gain insights on AI investing, when (and if) you should worry about a recession, and how to keep fear from driving your decisions. Topics discussed: Introduction (00:00) The meaning behind "riding the wave" of the market (02:14) Recession fears vs. what the data shows (04:51) Labor market trends and what would change the outlook (07:16) A smarter way to think about AI investing (10:30) How to mentally prepare for market volatility (15:54) Global outlook and diversification opportunities (20:04) How long can the bull market really last? (22:52) Bonds and why they still matter (26:11) The mindset shift investors need right now (29:08) Want the full market breakdown? Read the Market Outlook 2026: Riding the Wave into the New Year here: http://mitlin.us/2026outlook Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: https://www.carsongroup.com/research About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Additional Disclsoures: This material is for general information only and is not intended to provide specific advice or recommendations for any individual This content cannot be copied without express written consent of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping (among other factors) designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. The opinions stated in this presentation should not be construed as direct or indirect advice, or as an offer to buy or sell any securities mentioned herein. This piece contains statements related to our future business and financial performance and future events or developments involving Carson that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate" "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. Such statements are based on the current expectations and certain assumptions of Carson Group's management, of which many are beyond Carson Group's control. These are subject to a number of risks, uncertainties and factors which if one or more of these risks or uncertainties materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performance or achievements of Carson Group may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement. Carson Group neither intends, nor assumes any obligation, to update or revise these forward looking statements in light of developments which differ from those anticipated. This is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The return and principal value of stocks fluctuate with changes in market conditions. Shares when sold may be worth more or less than their original cost. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. A diversified portfolio does not ensure a profit or protect against loss in a declining market. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value. The Bloomberg U.S. Aggregate Bond Index is an index of the U.S. investment-grade fixed-rate bond market, including both government and corporate bonds. The MSCI World ex-U.S. Index captures large and mid-cap representation across 22 of 23 Developed Markets (DM) countries excluding the United States. With 871 constituents, the index covers approximately 85% of the free float adjusted market capitalization in each country. This episode was produced by Podcast Boutique https://www.podcastboutique.com
Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there's an appetite to learn more about tangible use cases, how to make sure you're getting the most out of these tools, how to think about advancements in the technology, and ensuring that you're keeping pace with the innovation curve. So my guest today is David Plon, Founder of Portrait Analytics. Now, David and Portrait have been partners of Business Breakdowns since last year, but I specifically asked David to do this episode because, one, he is really front and center to how investors are using and applying AI. But two, and maybe more importantly, he and his team come with a background in investing. So while the conversation doesn't really focus on Portrait, you'll hear references to what he and his team are building and how they've shaped it for investors, you'll very much understand when you hear David talk that he is someone who understands the pain points of an investor. I think everyone will find something in this episode that will benefit them in their day to day, and I would love to hear the feedback. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. — This episode is brought to you by Portrait Analytics - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at portraitresearch.com — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Timestamps (00:00:00) Welcome to Business Breakdowns (00:04:05) Meet David Plon: Investor to Founder (00:05:54) Pain Points in the Investment Process (00:09:08) AI as a “Smart Filter” for News (00:11:54) AI's Role in the Pre-Buy Process (00:14:34) How AI Enables Specific Quantitative Analysis (00:17:24) Using AI for Investment Idea Generation (00:21:42) How to Write Good Prompts for LLMs (00:25:27) Structured vs. Creative Tasks (00:27:47) The Value of Experimentation & Real-Time Feedback (00:32:28) Best Practices for Deploying AI in an Institutional Setting (00:35:57) Why Documenting Decision Making is Essential (00:39:19) How Models Have Improved at Using Provided Context (00:42:02) Memory in LLMs: Near-Term Limitations, Long-Term Potential (00:46:24) Applying Agentic AI in Investment Research
ฮั่วเซ่งเฮง คาดปี 2569 ทองคำยังเป็นขาขึ้น จากปัจจัยสงครามภูมิรัฐศาสตร์ที่กลายเป็นความเสี่ยงถาวร โลกเปลี่ยนโหมดการลงทุน ‘ลดเก็งกำไร เน้นปกป้องพอร์ต' รายละเอียดเป็นอย่างไร รับมือโลกไม่แน่นอน: ดอกเบี้ย–การเมือง–ภูมิรัฐศาสตร์ กับกลยุทธ์ลงทุน พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
ฮั่วเซ่งเฮง คาดปี 2569 ทองคำยังเป็นขาขึ้น จากปัจจัยสงครามภูมิรัฐศาสตร์ที่กลายเป็นความเสี่ยงถาวร โลกเปลี่ยนโหมดการลงทุน ‘ลดเก็งกำไร เน้นปกป้องพอร์ต' รายละเอียดเป็นอย่างไร รับมือโลกไม่แน่นอน: ดอกเบี้ย–การเมือง–ภูมิรัฐศาสตร์ กับกลยุทธ์ลงทุน พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
As we close out 2025, this episode is about the three critical decisions that will position you to make next year truly extraordinary. Whether you're listening in those strange days between Christmas and New Year, or you're one of those brilliant people who switches off completely until January 5th, these decisions are for you to make... If you have a vision for your life and business that's bigger than feels comfortable to admit out loud, this episode is going to challenge you in allllll the right ways. The Three Decisions: Decision 1: To Uplevel Your IdentityThis isn't about affirmations or visualisation... it's about who you're actually being, not just what you're thinking. Your current business - everything it is and isn't - is an exact match for who you've been being up until now. If you're not getting the clients you want, it's because the woman you've been being isn't the woman who works with those clients. If you're not charging what you're worth, it's because the woman you've been being doesn't believe she's worth it. The uncomfortable truth? You can't grow your business beyond who you are being. So who do you need to become to hold the vision you have for 2026? Decision 2: Say No to MisalignmentEvery yes to something that doesn't align with your values or vision is a no to something that does. You can't make space for what's next if you're holding on to what no longer serves you. This isn't about being ruthless, it's about being intentional. It's about honouring yourself enough to protect your energy, your time, and your focus for what actually matters. What are you tolerating that's keeping you small? Decision 3: Invest in YourselfGrowth requires investment. You know the difference between genuinely not being able to invest responsibly and using money as a comfortable excuse to avoid growth. What investment do you need to make in 2026? A mentor? A mastermind? Training that would give you the skills to deliver at the level you want? Someone to help you do the deep identity work? Write down what you need. Then write down all your reasons for not doing it yet. Read them back and ask yourself: are these the thoughts of the woman I decided to become? Your Action Steps:For each decision, make one concrete move: Identity: Write a detailed description of the woman you're becoming. Choose one action that woman would take that terrifies the woman you've been being. Then take it. Saying No: Identify one thing you're currently doing that's misaligned and start thinking about your exit strategy. Investment: Research the investment you know you need to make. Book the discovery call. Request the proposal. Look at your finances and figure out how you'll invest in yourself in 2026. Don't wait for perfect clarity. Don't wait to feel ready. Just make the decision. Want to Work With Me in 2026?If you need someone to help you become the woman who can build the legacy business you're dreaming of, let's talk. Book a call here https://go.oncehub.com/alignment-call or DM me on LinkedIn. Thank youThank you for making this podcast part of your 2025. This is the end of the third year of ReWild Your Business, and recording these episodes is still such a pleasure. I feel really lucky to have this as my platform... well, it's not luck, it's bloody hard work, but I love it! Have an amazing New Year, however you're celebrating, and I'll speak to you next time in 2026. Connect with Gill: Website: https://gillmoakes.comLinkedIn: https://www.linkedin.com/in/gillmoakes/BOOK A CALL NOW: https://go.oncehub.com/alignment-call 00:00 Gratitude and Reflections on the Past Year00:51 Making the Most of the Year-End02:51 Understanding Ambition and Vision06:48 Decision 1: Uplevel Your Identity15:16 Decision 2: Say No to Misalignment22:17 Decision 3: Invest in Yourself29:54 Final Thoughts and Encouragement
สายตรงเสียงสะท้อนจากผู้ประสบภัยน้ำท่วมภาคใต้ พูดคุยกับ ประวิทย์ ศิริไชย ผู้ประกอบการ ‘ศรีสมัย' ค้าส่งรายใหญ่ในพื้นที่ยะลา ปัตตานี และนราธิวาส ฟองสบู่ AI จริงหรือแค่ความกังวล...ปรับพอร์ตอย่างไร? พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
สายตรงเสียงสะท้อนจากผู้ประสบภัยน้ำท่วมภาคใต้ พูดคุยกับ ประวิทย์ ศิริไชย ผู้ประกอบการ ‘ศรีสมัย' ค้าส่งรายใหญ่ในพื้นที่ยะลา ปัตตานี และนราธิวาสฟองสบู่ AI จริงหรือแค่ความกังวล...ปรับพอร์ตอย่างไร? พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Steve Loukas - CEO of Obsidian Energy - a TSX listed energy company with a market cap of approximately $600 million, and partner at FrontFour Capital Group - a value-based investment management firm. Stephen Loukas was appointed Interim President and Chief Executive Officer of Obsidian Energy Ltd. effective December 5, 2019 and elected to the Board of Directors following the 2018 Annual and Special Meeting. Mr. Loukas has vast experience in corporate transactions, capital markets and leadership. He is a partner, managing member, and portfolio manager at FrontFour Capital Group LLC, a value-based investment management firm. Mr. Loukas held roles including Director at Credit Suisse Securities where he was a Portfolio Manager and Head of Investment Research of the Multi-Product Event Proprietary Trading Group, and at Pirate Capital where he was a senior investment analyst. Mr. Loukas has also worked within the Corporate Finance & Distribution Group of Scotia Capital where he focused on the structuring and syndication of leveraged loans and high yield debt. Mr. Loukas started his career at restructuring firm Zolfo Cooper where he assisted corporate clients in the development and implementation of operational and financial restructuring plans. Mr. Loukas is a trustee of Cominar Real Estate Investment Trust, and received a B.A. in Finance and Accounting from New York University.Among other things we learned about Waterfloods, 14% Oil Recovery & Return of Capital in 2026.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Platinum EndeavorsTreeline Well ServicesSupport the show
Market headlines love fear, but is that the full story? After decades of studying market trends, Chief Market Strategist Ryan Detrick knows that the best investment decisions start with data, not emotion or fear-based media. In this episode, he explains what most people get wrong about the market, why data is crucial to the bigger picture, and how investors can navigate information overload on social media. You'll also hear tips for making finance fun (and easier to understand), and building your own voice online! Topics discussed: Introduction (00:00) Ryan's background and career journey to Carson Group (02:16) Why he still has an optimistic, bullish market outlook (05:26) How he makes finance fun and easily digestible (09:34) Leveraging social media and the Facts vs. Feelings podcast (11:10) The importance of visual storytelling and historical data (13:48) How social media impacts investor behavior (16:14) Advantages of the RIA model (20:22) AI's impact on the job market and client privacy (23:44) Networking and branding advice for beginner finance pros (26:26) What brought you JOY today? (30:02) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com
The battle between active and passive managers has been going in earnest for over a decade now, and the passive machines are winning. In this Deep Dive, Laith Khalaf and Dan Coatsworth explore the active and passive fund landscape, and ask if there is a way back for active fund managers. Dan and Laith discuss why passive funds have become so popular and share some stats on fund flows and figures from AJ Bell's Manager versus Machine report, which pits active and passive funds against each other. [01:01] Laith catches up with Craig Baker who chairs the investment committee for Alliance Witan, one of the biggest investment trusts in the UK, to find out why they have chosen a distinctive active investment strategy and how it's been performing. [22:28] Paul Angel, Head of Investment Research at AJ Bell joins Dan and Laith to talk about how to pick active and passive funds. [34:05] Paul, Dan and Laith discuss whether the rise of passive funds is bad for the stockmarket and consider the future of active management. [48:17]
Matthew Timpane, senior market strategist at Schaeffer's Investment Research, says the stock market is entering "the most bullish season of the year," and the bears missed the chance for a big pullback once the market got past mid-October. Now he expects the market to grind higher for the rest of the year, but he notes that things may change once the holiday buzz changes and 2026 moves forward. Stuart Katz, chief investment officer at Robertson Stephens, says that rate cuts will make cash less attractive, which will push a lot of money that has been on the sidelines up the risk spectrum, and he discusses the areas of the bond market that he thinks are poised to benefit from that moving money, as well as the market sectors that he thinks will have leadership in a market that will be up against slowing economic activity. In the Market Call, Peter Krull, director of sustainable investing, for Earth Equity Advisors — author of the new book, "The Sustainable Investor: Responsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals" — talks about investing within one's values ad how he decides which stocks make that cut for him
In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today's environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market. The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights Follow the value, not the herd: The new private markets imperative Q4 U.S. economic outlook: Artificial intelligence, real economic impact U.S. exceptionalism at a crossroads Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights
Fitch Ratings หั่นมุมมอง (Outlook) ความน่าเชื่อถือไทยเป็นลบ (Negative) แต่คงอันดับเครดิตเรตติงที่ BBB+ นับเป็นสถาบันแห่งที่ 2 ที่หั่น Outlook ไทยในปีนี้ ตามหลัง Moody's รายละเอียดเป็นอย่างไร โอกาสลงทุน เมื่อ Fed ลดดอกเบี้ยรอบใหม่ พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
Fitch Ratings หั่นมุมมอง (Outlook) ความน่าเชื่อถือไทยเป็นลบ (Negative) แต่คงอันดับเครดิตเรตติงที่ BBB+ นับเป็นสถาบันแห่งที่ 2 ที่หั่น Outlook ไทยในปีนี้ ตามหลัง Moody's รายละเอียดเป็นอย่างไรโอกาสลงทุน เมื่อ Fed ลดดอกเบี้ยรอบใหม่ พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
:bulb:Get Alexis and Jon's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen is joined by Alexis Miller, Director of Investment Research & Alternative Investments, and Jon Betlow, Partner & Wealth Advisor, at OnePoint BFG Wealth Partners, to break down the biggest stories shaping markets and portfolios right now. With PPI down but CPI still sticky, mortgage rates falling to an 11-month low, and U.S. retail sales and housing starts data on deck, Alexis and Jon unpack what this all means for inflation, the Fed's next move at the FOMC meeting next week, and your financial plan. They also tackle an increasingly common challenge: parents helping their adult children financially — from rent and student loans to down payments — and how to balance generosity today with securing your retirement and legacy. #RiseUP #Wealthion #Investing #Inflation #MortgageRates #FedRateCut #FinancialPlanning #Retirement #EstatePlanning #AlternativeInvestments #Markets #ParentingAndMoney #Wealth #Finance Chapters: 2:01 - This Week's Market Recap 3:35 - PPI & CPI for August Show a Divergence 6:45 - Weak Jobs, High Inflation… What Does This Mean for Fed Policy? 9:43 - Mortgage Demand in the US Spikes as Rates Fall 12:57 - An New Emerging Reality: Supporting Adult Children 15:01 - With Adult Children, How Should We Approach Estate Planning? 17:37 - Investment Strategies to Balance Supporting Grown Kids & Your Own Security 20:13 - How Can Young Parents Prepare to Help Support Children in the Future 21:50 - September FOMC Meeting: What to Expect 22:59 - US Retail Sales & Consumer Strength 24:15 - Housing Starts—How It Ties into the Broader Inflation Picture 25:19 - Concluding Thoughts ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Alexis Miller, Director of Investment Research & Alternative Investments, and David Mandelbaum, Portfolio Manager and Wealth Management Advisor at OnePoint BFG Wealth Partners, to unpack the week's biggest market stories. From Trump's unprecedented firing of Fed Governor Lisa Cook, to Nvidia's Q2 earnings and tepid forecasts, India's steep 50% tariffs kicking in, and consumer confidence slipping in August, Alexis and David break down what these shifts mean for investors, portfolios, and the road ahead as we enter into a historically volatile period in markets. Get Alexis and David's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. #MarketVolatility #PortfolioProtection #InvestorInsights #FederalReserve #InterestRates #WealthManagement #InvestingTips #Nvidia #AIStocks #GlobalTrade #IndiaTariffs #Diversification #Wealthion #Wealth #Finance #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices
We dive deep into the defining trends shaping private markets in the first episode of our midyear Private Markets Outlook series. Join Andrew Korz, Senior Vice President of Investment Research, and Alan Flannigan, Investment Research Associate, as they explore the forces driving the new private markets imperative: pursuing alpha through specialization and operational excellence. The Private Markets Outlook podcast series will feature special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more. Follow the value, not the herd: The new private markets imperative U.S. exceptionalism: At a crossroads Secondaries in first place: A compelling access point in private equity Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights
The Labubu craze has seen numbers for its parent company Pop Mart explode, but are they a realistic investment option?See omnystudio.com/listener for privacy information.
Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic. Also in this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practice flourish. Hear about partnerships, strategies and outcomes, documenting due diligence, and comparisons and analytics. Also learn how your portfolio management can be more easily tracked and compared using built-in tools.
ผู้ว่าฯ แบงก์ชาติ ประเมินผลกระทบจากนโยบายภาษีของสหรัฐฯ และการเจรจาเปิดตลาด ชี้ ธปท. ห่วงกลุ่มที่ได้รับผลกระทบจากสินค้าทะลัก เนื่องจากมีสัดส่วน SME สูง รายละเอียดเป็นอย่างไร ทรัมป์ขู่ขึ้นภาษี ตลาดหุ้นไปไกลได้แค่ไหน? พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
ผู้ว่าฯ แบงก์ชาติ ประเมินผลกระทบจากนโยบายภาษีของสหรัฐฯ และการเจรจาเปิดตลาด ชี้ ธปท. ห่วงกลุ่มที่ได้รับผลกระทบจากสินค้าทะลัก เนื่องจากมีสัดส่วน SME สูง รายละเอียดเป็นอย่างไรทรัมป์ขู่ขึ้นภาษี ตลาดหุ้นไปไกลได้แค่ไหน? พูดคุยกับ เกษรี อายุตตะกะ, CFP SVP, Head of Investment Research, SCB CIO ธนาคารไทยพาณิชย์
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Scott Colbert, Chief Economist and Director of Fixed Income Management, Brent Schowe, Director of Investment Research, and KC Mathews, Chief Market Strategist, to discuss the current state of the U.S. economy and the outlook for the remainder of 2025, including: Will we or won't we go into a recession in 2025? The impact of interest rates, policy, and the job market on economic growth How tariffs may impact inflation going forward How the decline in the U.S. dollar has impacted markets Market volatility and opportunities in fixed income Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts
การพุ่งขึ้นของยีลด์พันธบัตรรัฐบาลญี่ปุ่นกำลังจุดชนวนความกังวลอย่างหนักถึงผลกระทบที่จะตามมา โดยเฉพาะสะท้อนการไหลออกของเงินทุนจากตลาดสหรัฐฯ และการล่มสลายของ Yen Carry Trade รายละเอียดเป็นอย่างไรจัดพอร์ตสู้ความผันผวน ‘จากดีลสหรัฐฯ-จีน จนถึง Bond Yield ขาขึ้น' พูดคุยกับ เกษรี อายุตตะกะ CFP ผู้อำนวยการ Investment Research, SCB CIO ธนาคารไทยพาณิชย์
In this eye-opening episode of Limitless Podcast, Dr. Matthew Preston & Dr. Thaon Simms unlock the secrets to effective stock research that can transform your investment returns!
Join the Investment Research team in celebrating March's NCAA Basketball Tournament with our annual Market Madness show. Our experts put their Sweet 16 of public and private investment strategies to the test and crown a champion in this bracket-style debate.Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan provide expert analysis of their sixteen-team field of strategies across public and private equity, real estate and credit. U.S. exceptionalism: At a crossroads Anatomy of a CRE correction: The road to revival in 2025 Private markets outlook: Refilling the glassHave a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments
In this episode of Prodity: Product by Design, Kyle interviews Andrew Einhorn, CEO and co-founder of LevelFields, an AI-driven fintech application that automates investment research. Andrew shares his unique background in epidemiology and data science, detailing how it led him to create LevelFields, which focuses on event-driven trading strategies. The conversation explores the importance of user feedback, the role of AI in investment analysis, and how LevelFields differentiates itself from traditional investment platforms. Andrew emphasizes the need for continuous innovation and the lessons learned from his previous ventures.TakeawaysUser feedback is crucial for product development and improvement.AI helps in analyzing vast amounts of data quickly and efficiently.Understanding user behavior is key to designing effective software.Continuous innovation is essential for staying relevant in the fintech space.Andrew EinhornAndrew Einhorn is the Chief Executive Officer and co-founder of LevelFields, an AI-driven fintech application that automates arduous investment research so investors can find opportunities faster and easier. His mission is to create AI tools that make advanced financial strategies effortless and accessible for all. With over 10 years of experience in building and leading technology and tech-enabled service firms, Andrew has a proven track record of delivering innovative solutions that solve real-world problems and generate value for customers and stakeholders.Links from the Show:LinkedIn: https://www.linkedin.com/in/einhorn/Website: https://www.levelfields.ai/More by Kyle:Follow Prodity on Twitter and TikTokFollow Kyle on Twitter and TikTokSign up for the Prodity Newsletter for more updates.Kyle's writing on MediumProdity on MediumLike our podcast, consider Buying Us a Coffee or supporting us on Patreon
Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.S. exceptionalism: At a crossroads.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments
In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research and Advisory at Mercer, is joined by Leslie Maasdorp, CEO at British International Investment (BII) and Matt Robinson, Head of Private Capital Mobilisation at BII, to explore the world of development finance institutions (DFIs), capital mobilisation, and how DFIs can open up new investment opportunities for institutional investors in emerging markets and developing markets (EMDEs).Investment flows into EMDEs remain far below the levels needed to support development and combat climate change. The Independent High-Level Expert Group (IHLEG) on Climate Finance estimates that these countries, excluding China, will require $1 trillion annually by 2030, rising to $1.3 trillion by 2035. While these regions offer diversification benefits and strong impact potential, global investors often perceive them as too high risk, with current flows only just surpassing $100 billion annually. Bridging this gap will require a strategic blend of public and private investment.Key takeaways include:What is meant by mobilisation and why it matters: Mobilisation refers to attracting and effectively deploying private capital alongside DFIs to increase investment in markets that typically do not meet institutional investors' risk/return profiles. Mobilisation is essential in scaling climate action within EMDEs, where climate change effects are most severe. This need for partnership was underscored by the UK Prime Minister's announcement of a £100 million Mobilisation Facility, managed by BII, to facilitate private investment in EMDEs. With EDME's expected to play a crucial role in global economic growth, investing in these markets creates investment opportunities for growth, diversification and impact.How this facility addresses some of the challenges investors face when considering investment in these markets: As BII's first concessional mandate that offers derisking opportunity for third-party investors, the facility plays a critical role in bridging the 'relative value gap' between institutional investors' risk appetite and the risk profile of BII's portfolio. By offering significant risk mitigation, it encourages greater investor participation-essential for achieving climate impact at scale. A key feature of the facility is its high-risk tolerance- with BII's capital able to absorb potential capital erosion, reducing downside risks for institutional investors.The type of risks that this facility will help mitigate and the investments this will open up to institutional investors: BII will accept below-market returns to boost private investor returns or provide credit enhancements through guarantees or insurance, helping to de-risk investments without distorting the underlying market. This will enable institutional investors to test, seed, and scale climate-focused technologies, businesses, and investment strategies with transformational impact across Africa, Asia, and the Caribbean.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions. Read our full important notices - click here
In this episode of About That Wallet, host Anthony Weaver chats with Andrew Einhorn, the brain behind Level Fields AI. They dive into how AI is shaking up personal finance and giving everyday investors a fighting chance against the big dogs. Andrew spills the beans on event-driven investing and how being in the know can lead to some sweet gains, even if you're not a market whiz.Get ready to hear about Big Bear AI, a company riding the wave of a short squeeze thanks to some juicy government contracts. Andrew's platform helps you keep tabs on the news that moves stock prices, so you can make smarter investment choices. He also tackles the info overload independent investors face and how Level Fields AI's cool features can help spot short-term gains while keeping risks in check.As they wrap things up, Andrew shares his mission to democratize investment strategies that were once just for hedge funds. This episode is a treasure trove for anyone wanting to boost their financial know-how and tackle the wild world of investing!
My guest today is Jack Kokko. Jack is the CEO and Founder of AlphaSense, an AI-powered search engine for market intelligence. He shares how AlphaSense began by aggregating fragmented financial data sources and evolved with the advent of large language models to change the research experience completely. He speaks to their recent acquisition of Tegus earlier this year, reshaping the business and further supporting their expansion to serve all types of companies instead of exclusively investment firms. Jack has been navigating the AI revolution from its earliest days and you can feel his excitement when he talks about the future. We discuss building an agile platform, the importance of managing cultural integration, balancing AI capabilities with user trust, and the frontier for this technology. Please enjoy my conversation with Jack Kokko. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. 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. – 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. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Follow us on Twitter: @patrick_oshag | @JoinColossus 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 (00:08:32) The Evolution of AlphaSense and AI Integration (00:10:24) Impact of Large Language Models (00:19:24) User Behavior and Trust in AI (00:26:24) Future of AI in Investment Research (00:28:41) The Value of Proprietary Data (00:31:24) M&A Insights and Lessons Learned (00:32:59) The Tegus Opportunity and Investor Insights (00:34:41) Building Trust and Cultural Compatibility in M&A (00:37:33) Selling to Investors vs. Corporations (00:40:46) Personal Motivation and Entrepreneurial Journey (00:47:24) Breaking into the Corporate Market (00:49:28) Future of AI and Foundational Models (00:52:04) The Kindest Thing Anyone Has Ever Done For Jack
Show Notes:Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331?Article written on Schaeffer's Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean?Article written by Jason Zweig in the WSJ on 9/20/24 titled “Solving the Mystery of an Investment That's Too Good to Be True” - https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d Blog post from Ben Carlson titled “The 4 Types of Investment Mistakes“ - https://awealthofcommonsense.com/2024/12/the-4-types-of-investment-mistakes/ Review of S&P Earnings Growth over 10 YearsSource: FactSet Research from 12/13/24, https://x.com/FactSet/status/1867645942377120055Research from Mohamed A. El-Erian on 12/18/24, • https://x.com/elerianm/status/1869504011931472152• https://www.bloomberg.com/opinion/articles/2024-12-16/the-fed-faces-an-important-choice-after-this-rate-cut?
Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode. We discuss: Data Centers (IREN) AI (NBIS) Offshore Energy (VAL/TDW) Bitcoin (CORZ) Special Situations (BNED) I love talking stocks and there are few people I'd rather talk to than Judd. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Andrew Einhorn, CEO and co-founder of LevelFields, an AI-driven fintech platform revolutionizing investment research for self-directed investors. Drawing from his background in epidemiology and data analysis, Andrew shares how LevelFields processes vast amounts of data to provide actionable insights, alerts on market events, and diverse trading strategies, helping investors navigate today's volatile markets. He discusses the role of AI in streamlining investment decisions, the importance of understanding market dynamics, and LevelFields' mission to empower individual investors through accessible tools, financial education, and resources designed to level the playing field against institutional players. Key Highlights - Andrew Einhorn applies his expertise in epidemiology and data analysis to revolutionize investment research with LevelFields. - LevelFields automates data processing to deliver real-time, actionable insights for self-directed investors. - The platform is designed to improve financial literacy and equip users with diverse strategies to navigate market volatility. - AI significantly accelerates the investment research process, enabling users to identify opportunities and react to market events effectively. - LevelFields offers tools, a free newsletter, and subscription options to provide investors with customized resources. - Andrew's vision for LevelFields centers on empowering individuals to succeed in the stock market by bridging the gap between institutional and retail investors. Andrew Einhorn's insights into the intersection of AI and fintech underscore the transformative potential of technology in democratizing investment research. This episode of the Know Your Why Podcast offers valuable lessons for anyone looking to improve their financial literacy and take control of their investment journey. LevelFields exemplifies how innovative platforms can empower investors, making the tools and strategies once reserved for institutions accessible to all. Get in touch with Andrew: Platform Discount: Use discount code PODCAST23 Email: support@levelfields.ai Website: https://www.levelfields.ai/ LinkedIn: https://www.linkedin.com/in/einhorn/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/ Artist: http://audionautix.com/
In the world of wealth management, working with clients is a deeply personal endeavor that requires more than just financial expertise. By looking inward first, and prioritizing a strong team culture and personal and professional development, companies can cultivate a strong trust and connection with clients. Today's guest has made this approach the foundation to his business.Today we're sitting down with Rob Skinner, who is a founding partner and the co-CEO of IEQ Capital. He has served as a financial advisor to wealthy families and institutional investors for over two decades. Rob began his career at Fidelity Investments in 1995 before joining Merrill Lynch as first vice president of investments.In 2008, he co-founded Luminous Capital, an independent registered investment advisory firm where he served as Chief Investment Officer, Co-Head of Investment Research, and Co-manager of Portfolio Construction. Luminous Capital was acquired by First Republic Bank in 2012. Active in the community, Rob serves on the Board of Directors for the First Tee of Monterey County, the Board of Directors of the Pebble Beach Company Foundation. He's a Trustee of PGA REACH, the charitable foundation associated with PGA of America, as well as the Naval Postgraduate School Foundation. Rob and his wife actively support numerous foundations and charities in and around the Monterey peninsula. Rob holds a Bachelor of Arts in Political Science from the University of Connecticut, which, if you haven't heard has won national championship titles, back to back in men's basketball. Go Huskies!Highlights:Rob's early influences and beginnings in wealth management (4:15)Founding Luminous Capital (5:52)Background on IEQ Capital, and company mission (6:37)What differentiates IEQ from competitors (7:13)IEQ's ideal client profile (8:34)How the IEQ team works with clients on wealth management (9:30)Rob walks us through IEQ's client screening process (10:18)The value of culture at IEQ (11:10)The use of technology at IEQ (12:00)How being a founder has informed Rob's work with his clients (13:30)How Rob approaches liquidity planning with clients (14:41)Rob breaks down IEQ's partnership with Stone Point Capital (15:33)The benefits for smaller firms (18:37)What Rob has learned from entrepreneurs during his time in wealth management (19:19)The importance of fostering a fun and enjoyable environment and culture (20:43)Links:Rob Skinner on LinkedInIEQ Capital on LinkedInIEQ Capital WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.
Ever wish you could predict market movements? Today on The Richer Geek Podcast, we explore how AI can spot hidden signals in the market. Andrew Einhorn, Chief Executive Officer and co-founder of LevelFields, joins us to reveal how AI can identify events that impact stock prices. Learn how to leverage AI for smarter investing! In this episode, we're discussing... Introduction to LevelFields: Learn about Andrew Einhorn's journey from an epidemiologist to the CEO and co-founder of LevelFields, an AI-driven FinTech application designed to streamline investment research. AI in Investment Research: Discover how LevelFields leverages AI to automate and simplify the process of investment research, enabling investors to identify opportunities quickly and efficiently. Event-Driven Analysis: Understand how LevelFields focuses on event-driven analysis, monitoring US stocks 24/7 to find events that significantly impact share prices, while ignoring irrelevant noise and opinions. Case Studies: Hear examples of how identifying events such as dividends, buybacks, and market trends can lead to significant investment opportunities, illustrated by real-world scenarios like the rise of coal companies during the Russia-Ukraine conflict. Market Manipulation and Bias: Learn how LevelFields cuts through market manipulation and biased information, providing users with clear, data-driven insights that help them make informed decisions. Future of AI in Investing: Explore the potential future applications of AI in the investment world and how it can make sophisticated financial strategies accessible to everyone, regardless of their level of expertise. Resources from Andrew LinkedIn | LevelFields AI Resources from Mike and Nichole Gateway Private Equity Group | REI Words | Nic's guide
Designing a robust portfolio requires considerable expertise, data, and experience. And while there are plenty of published articles that can guide how you build your portfolio, they are not investment solutions by themselves. Wei Dai is the Head of Investment Research and Vice President at Dimensional Fund Advisors, and she joins us today for a comprehensive and informative conversation on portfolio design for higher returns. Her background includes a Doctor of Philosophy degree in Statistics, Operations research, and Financial Engineering from Princeton. She has also earned a bachelor's degree in mathematics and applied mathematics from Zhejiang University. Her work has been published in multiple journals, including The Financial Analysts Journal. She has also collaborated on articles with esteemed figures such as Professor Robert C. Merton and Robert Novy-Marx. In our conversation with Wei, we explore the contents of these articles, key findings from research conducted by Dimensional Fund Advisors, and how they are implementing this knowledge in their portfolios. We discuss the fundamental aspects of portfolio design, like expected return, risk, and costs, with Wei providing a detailed breakdown of each subject. There's a lot to be learned from today's conversation, and while things get pretty technical, you are in very capable hands! Tune in for a fascinating dive into the latest research on portfolio design and much more. Key Points From This Episode: (0:03:37) The main risk premiums that Dimensional Fund Advisors target in their portfolios. (0:05:42) How long-term drivers of returns vary across different regions: an overview of the tests and outcomes they've seen at Dimensional Fund Advisors. (0:07:15) Unpacking whether the value premium differs from the profitability premium across regions; why it makes sense to be globally diversified. (0:08:57) Typical approaches to a multi-premium strategy in a portfolio: a rundown of the three approaches they take at Dimensional and the trade-offs between each. (0:13:44) How they evaluate portfolios at Dimenstional: the benefits of taking a holistic, integrated approach, and instances where that doesn't make sense. (0:17:24) Weighting schemes: Dimensional's approach to assigning individual security weights to achieve the desired level of exposure and how investments factor into weights. (0:26:46) Advice on how investors should decide whether to currency hedge their foreign asset exposures, and insights on how to approach currency hedging. (0:30:42) Premium timing: Why timing exposure to premiums is so tempting; parameters that must be defined to implement timing strategies; and which strategies worked in their research. (0:39:21) Valuation ratios: why it theoretically makes sense that they would be related to differences in expected returns and why they aren't useful in timing premiums. (0:42:11) An overview of the main implications for pursuing premiums that arise from Dimensional's research. (0:44:10) Diversification and how to improve your odds of capturing return premiums. (0:46:38) The tradeoff between concentration and expected returns, and defining the optimal balance. (0:49:06) What investors should look for when choosing a systematic investment manager, why not all systematic strategies are created equal, and Dimemsional's approach. (0:52:52) The downsides of performance fees, specifically for systematic managers and what it was like writing a paper with Robert Merton. (0:57:41) How short-term reversals differ from momentum, ways that reversals are related to liquidity, and how reversals vary across different stocks. (01:03:12) The ways that Dimensional is implementing this knowledge in their portfolios; how their ideas go from research to publication to implementation. (01:08:18) What sets Dimensional apart, and the value that they add, despite their research being available online. Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Wei Dai on Linkedin — https://www.linkedin.com/in/wei-dai-64a3071a/ Wei Dai's Academic Papers — https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2888456 Dimensional Fund Advisors — https://www.dimensional.com/ Episode 234: Prof. Robert C. Merton — https://rationalreminder.ca/podcast/234 Papers From Today's Episode: Assessing the Relative Magnitude of Premiums — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3981766 Pursuing Multiple Premiums: Combination vs. Integration — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3793594 Weighting for the Right One: Weighting Scheme Design for Systematic Equity Portfolios — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4016481 To Hedge or Not to Hedge: A Framework for Currency Hedging Decisions in Global Equity & Fixed Income Portfolios — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3703333 Another Look at Timing the Equity Premiums — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4586684 Premium Timing with Valuation Ratios How Diversification Impacts Investment Outcomes: A Case Study on Global Large Caps How Diversification Impacts the Reliability of Outcomes — https://carlsoncap.com/wp-content/uploads/DFA_-How-Diversification-Impacts-the-Reliability-of-Outcomes.pdf On the Valuation of Performance Fees and Their Impact on Asset Managers' Incentives — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3686987 Reversals and the returns to liquidity provision — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4339591
© 2020-2026 Ivy Podcast Discovery LLC
