Podcasts about investment strategies

We got together with JREP members Tracey and Emil for a conversation on current trends and developments, including new regulations and compliance requirements, for Japan's short term stay property operators - how to avoid getting into trouble with the local ward office, who are some of the new guest profiles you should be catering to, and much, much more.

The stock market crashes about once every three years—at least a 20% drop. Most investors panic and sell. But if you understood why markets always recover, you'd do the opposite. Brian Feroldi reveals three mechanical forces that guarantee long-term market resilience, transforming market crashes from terrifying events into predictable opportunities. Key Topics Discussed Introduction to Market Resilience (00:00:00) Brad Barrett introduces the concept of understanding market recovery through fundamental mechanics rather than accepting it on faith. Understanding Market Crashes (00:05:00) Brian explains crash frequency: 10% drops every eleven months, 15% every two years, 20% every three years, 30% once a decade, and 40%+ drops two to three times per century. Force #1: Stocks Follow Earnings (00:10:00) The first fundamental force—stock prices track corporate earnings over time. Brian introduces the man-and-dog analogy: the man (profits) walks steadily uphill while the dog (prices) runs wild on an elastic leash. Watch the man, not the dog. Force #2: Earnings Always Recover (00:25:00) Brian breaks down the five-phase economic recovery process: cost-cutting, cleansing, government intervention, innovation, and emergence. The Forest Fire Analogy (00:32:00) Economic downturns function like forest fires—clearing deadwood, eliminating weak competitors, and creating optimal conditions for new growth. The COVID pandemic demonstrated this: remote work jumped from under 10% to over 90% in four months. Force #3: Profits Rise Over Time (00:48:00) Five systematic drivers cause profits to rise: productivity gains, inflation, innovation, geographic expansion, and population growth. These forces ensure long-term upward trajectory despite temporary setbacks. Investor Psychology and Closing Thoughts (00:55:00) Discussion about investor behavior during crashes and the importance of saving this episode for future market downturns when emotional fortitude matters most. Notable Quotes "Stocks follow earnings. As go the earnings of a company or an index, also goes the price or the market value of that same index." — Brian Feroldi "The best time to buy is at the period of maximum pessimism. And the period of maximum pessimism is precisely when you absolutely do not want to buy." — Brian Feroldi "Ninety percent of good investing is how you behave in the 10% of time that things are not going well." — Brian Feroldi "Think of the man walking a dog on an elastic leash. The man represents profits, the dog represents stock prices. Watch the man, not the dog." — Brian Feroldi "Innovation accelerates when times are tough. Necessity is the mother of invention." — Brad Barrett and Brian Feroldi Key Takeaways Google "S&P 500 earnings" and study the 100-year chart showing earnings rather than just stock prices to see the steady upward march of the "man" Save this episode in your investor policy statement to re-listen during the next market crash when you need psychological reinforcement Set up automatic dollar-cost averaging contributions to retirement accounts and commit to never stopping them during downturns Review your asset allocation if you're within 10 years of financial independence to ensure appropriate risk levels and cash cushions Markets typically bottom when news is worst because prices predict earnings recovery 6-9 months ahead Resources and Links Why Does the Stock Market Go Up? by Brian Feroldi The Simple Path to Wealth by JL Collins JL Collins Guided Meditation for Market Drops Afford Anything Podcast with Paula Pant Camp FI Brian Feroldi on YouTube Brian Feroldi on Twitter/X Brian Feroldi on Instagram Brian Feroldi on Threads

This week, we pull back the curtain on Amelia's newest acquisition: an 11-unit apartment building in a B+ suburb of Des Moines. This candid conversation is packed with insights for female real estate investors who want to scale beyond single-family rentals without taking on 100-unit syndications. You'll hear how Amelia: Spotted this off-market CBRE pocket listing and knew instantly it was a killer deal Analyzed the numbers, negotiated the price from $750K to $735K, and structured a 50/50 partnership with her mom Plans to boost returns by converting select units to mid-term rentals (MTRs) for traveling nurses Uses local market expertise, not endless spreadsheets, to move fast and confidently Projects over $200K in debt paydown, $160K in appreciation, and $308K in cash flow over 10 years We also dive into: Why sticking to one market can be your biggest competitive edge How to balance risk, reserves, and anxiety as you level up What “total return” really means for your net worth and lifestyle design If you're a woman ready to grow from a few doors to a scalable portfolio, this episode shows you exactly how one thoughtful 11-unit deal can be life-changing.     Resources: Book your spot at WIIRE Summer Camp before it fills up Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

What should you do after receiving a large inheritance?In this episode, Loral Langemeier helps a Minnesota couple who received a $1.1 million inheritance that includes cash, mutual funds, and real estate assets avoid costly mistakes and create a long-term wealth strategy.Loral explains why proper inheritance planning goes beyond simply investing money and why smart inheritance planning includes preparing children to become financially responsible rather than simply passing down wealth.If you've inherited money or expect to in the future, this episode provides practical insights into protecting assets, reducing taxes, and building generational wealth with confidence.Loral's Takeaways:Current Business and Challenges (00:48)Inheritance and Financial Planning (02:35)Corporate Structure and Tax Implications (03:56)Investment Strategies and Learning Opportunities (05:25)Franchise Opportunities and Long-Term Planning (06:23)Personal Expenses and Tax Management (07:44)Involving the Next Generation (09:01)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:47) Fintech Sell-Off: Analyzing Market Trends (13:05) Apple Worldwide Developer Conference: Key Takeaways (22:42) Wix Restructuring: Implications for Investors (29:48) Nintendo Direct: Anticipation and Concerns (35:37) High-Quality Companies Trading Below 15 Times Earnings (39:47) Listener Questions and Investment Strategies (45:05) Contrarian Investment Ideas (47:52) SpaceX and OpenAI IPO Predictions (51:59) Market Bubble Watch and Predictions (56:43) World Cup Betting Insights ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

#RightNow หุ้นกลุ่ม Memory = จังหวะช้อนซื้อที่ดีที่สุด? | Right Now Ep.1,681⁣⁣⁣⁣⁣⁣ถามอีก กับ พี่เอก เชาวน์กร โชติบัณฑ์ ผู้ช่วยกรรมการผู้จัดการ และหัวหน้าฝ่ายกลยุทธ์การลงทุน ⁣⁣(Head of Investment Strategy) ที่ บริษัทหลักทรัพย์จัดการกองทุน เอ็มเอฟซี จำกัด (มหาชน)⁣⁣⁣⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣*สัมภาษณ์วันที่ 11 มิ.ย. 69⁣⁣⁣⁣===========⁣⁣

Grant Cardone, Founder and CEO of Cardone Capital, joined us to discuss his firm pairing Bitcoin with real estate investments, offering investors unique exposure to both asset classes.Topics:- Bitcoin & Real Estate investment portfolio - Future of Bitcoin - Tokenization of Real Estate - Michael Saylor Strategy Selling Bitcoin.Brought to you by

The Infrastructure Commission warns planning needs to start now for how energy infrastructure will power a larger, low-carbon economy. Its latest report estimates $2 to $5 billion will need to be spent per year over the next 30 years on electricity. General Manager of Strategy Peter Nunns says generation from sources like wind, solar, and geothermal will need to expand to meet demand. He told Heather du Plessis-Allan there's a gap at the moment in terms of energy, which is contributing to high and volatile prices. According to the Climate Commission, electricity use will rise about 60% over the next generation, Nunns says, so generation, transmission, and distribution will all need to increase to match it. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs leverage really the risky part of wealth building — or is the bigger risk misunderstanding how, when, and why to use it?Many Canadian business owners and investors already use leverage every day through mortgages, vehicle financing, business debt, or lines of credit — yet borrowing to invest often feels like a completely different level of risk. In this episode, Kyle and Jon unpack why some forms of debt feel “normal” while others feel dangerous, and how education, experience, asset choice, and the right support can dramatically change how risk is perceived. If you've ever wondered whether leveraged investing is smart strategy or unnecessary danger, this conversation will help you think more clearly about the difference.You'll walk away with:A clearer way to compare “acceptable” debt, like mortgages, with investment leverage that may create income or tax advantages.A practical lens for understanding objective risk versus perceived risk — and why your experience with an asset class matters.A better sense of when leverage may be an opportunity, when it may be a red flag, and why guidance or deeper education can help reduce costly mistakes.Press play now to rethink leverage, risk, and opportunity through a more strategic wealth-building lens.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.For Canadian entrepreneurs and investors, building long-term wealth Canada starts with a clear Canadian wealth plan that connects leverage, risk management, investment strategies, financial education, and tax optimization into one intentional system. Whether you are comparing real estate investing Canada with real estate vs renting, exploring passive income planning, optimizing RRSP room, or weighing salary vs dividends Canada, the goal is to use smart financial planning, personal vs corporate tax planning, and corporation investment strategies to reduce investment risk while creating more financial freedom Canada. A strong plan may include RRSP optimization, tax-efficient investing, Canadian tax strategies, capital gains strategy, corporate wealth planning, business owner tax savings, corporate structure optimization, and financial systems for entrepreneurs, all supported by retirement planning tools, financial buckets, an investment bucket strategy, and financial vision setting. By focusing on financial diversification Canada, modest lifestyle wealth, early retirement strategy, passive income, estate planning Canada, legacy planning Canada, and financial independence Canada, Canadians can create wealth building strategies Canada that balance real estate, corporate assets, tax planning, and long-term investment risk management.Ready to connect? Text us your comment including your phone number for a response! If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction?What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans?What should investors holding S&P 500, Nasdaq, Emerging Markets or tech stocks do now?The European tech sector has also caught AI fever, up 28% this year.  Where can we find cheap tech stocks now?What 3 themes can we invest in to ride the AI investment wave?Hosted on Ausha. See ausha.co/privacy-policy for more information.

Two forces appear to drive markets, as investors try to balance the risk from the ongoing Middle East conflict with the opportunity from AI. We look at how this divergence is playing out in economies, earnings growth and monetary policy, and outline how we have positioned our portfolios for this environment. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lauren Thys, Head Of Product & Marketing Content. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales, No: 01431068. Registered Office: 22 Bishopsgate, London, EC2N 4BQ.

In this very special episode, we get together with Matt Ketchum from @AkiyazJapan for a look at a very unique property, available for purchase, which will provide the right buyer with a truly unique opportunity - what can be done with such a magnificent property? Who is it right for? What could they do with it? Join us as we explore all options & lay out the path to make this dream become a reality.

Retirement doesn’t silence the noise—it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment “buckets,” managing risk in retirement, and avoiding panic-driven decisions. It also highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today’s financial landscape. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

On this special episode of the Merryn Talks Money markets wrap, hosts Merryn Somerset Webb and John Stepek discuss the SpaceX IPO. How can UK investors get access? Do the numbers add up? Why will it make life more complicated for passive investors? And what are the implications for the long queue of AI IPOs still to come, and for wider markets?See omnystudio.com/listener for privacy information.

Even with millions saved, retirement questions don’t disappear—they just change. This episode with Christian McPherson explores common concerns like market volatility, long-term care, and economic uncertainty, alongside practical ways to prepare for them. The conversation highlights building a structured plan, managing risk, and creating “guardrails” to protect income. It also touches on client relationships, second opinions, and staying focused on long-term goals. Plus, insights from a professional athlete bring a unique perspective on navigating life’s next chapter. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Most investors lose to the market because they're trying to pick winners in a game where only 4% of stocks have created 100% of market wealth over the past century. The math isn't in your favor—but there's a simpler path that is. Key Topics Discussed Introduction to FI 201 (00:00:00) Jonathan introduces the concept of Financial Independence 201, explaining how it builds on FI 101 to help individuals progress from control to optimization and independence on their FI journey. The Genesis of FI 201 (00:05:30) Allen and Kristen explain how they identified the need for a 201-level presentation based on questions emerging from their St. Louis FI 101 sessions, particularly around investing concepts. Asset Allocation Fundamentals (00:15:00) Allen breaks down asset allocation as 'your money pie,' discussing how to balance growth, safety, and emergency funds while considering time horizons and diversification strategies. Risk Tolerance vs Risk Capacity (00:22:00) The team explores the critical difference between emotional risk tolerance and actual risk capacity, using examples from 2008 and 2020 market crashes to illustrate real-world application. Tax-Advantaged Account Strategies (00:35:00) Allen and Brad discuss the various tax treatments of investment accounts including 401(k)s, 457(b)s, Roth IRAs, HSAs, and taxable brokerage accounts, emphasizing lifetime tax optimization. Individual Stocks vs Index Funds (00:48:00) The hosts examine the data on individual stock picking, revealing that only 4% of stocks have contributed to 100% of market wealth over the past century, making a strong case for index investing. Dividends and Tax Control (00:55:00) Brad and Allen discuss why the FI community often prefers capital gains over dividend income, focusing on the importance of maintaining control over when and how you realize taxable events. Notable Quotes "You can't save your way to FI, you have to invest." — Allen Hansen "When there's a dip, you essentially get to buy the market on sale. If you love a bargain, this is it." — Brad Barrett "Why in the world do we not think that way when it comes to the market? Our brain completely flips. We're like, ah, we're scared." — Kristen Knapp "It's not what's my tax this year. It is what is going to be my tax burden over my lifetime." — Brad Barrett "The best investing lesson: stand there and do nothing. If you're invested, just don't do anything and you're going to be rewarded." — Allen Hansen Key Takeaways Assess your own risk tolerance and risk capacity honestly by considering how you would react to a 30% portfolio drop Review your current asset allocation across all accounts and determine if it aligns with your time horizon and financial goals Calculate the difference between your marginal and effective tax rates to understand your true tax burden Identify which tax-advantaged accounts you have access to (401k, 457b, 403b, HSA, IRA) and ensure you're maximizing employer matches Track every dollar of taxable income if you're on ACA subsidies or approaching any subsidy cliffs to avoid losing benefits Consider whether you have the right balance between taxable, tax-deferred, and tax-free accounts for maximum flexibility in retirement Join or start a local FI group to benefit from community wisdom and learn from others at different stages of the journey Review your portfolio for dividend-heavy investments and consider whether you'd prefer more control over when you realize taxable events Resources & Links FI Friends Travel The Simple Path to Wealth by J.L. Collins Tax Planning to and Through Early Retirement by Sean Mullaney and Cody Garrett ChooseFI Community App St. Louis FI Group BlackBerry Documentary (Netflix) Arizona State University Stock Market Wealth Study Brian Feroldi (individual stock investing advocate) Investopedia

In this episode of the WIIRE podcast, we're getting personal about the mindset behind building a real estate portfolio as women, beyond the constant “hustle harder” messaging. Using Amelia's journey from taking almost a year off buying to closing on another 11‑unit, we unpack: How we define seasons of scaling and stabilizing in our businesses Why nonstop growth without a stabilizing season leads to burnout, chaos, and risky over‑leverage How we've used pruning (selling what no longer serves us) to create space and capital for better deals The role of divine timing, preparation, and working capital in landing the right opportunities How each property has been a building block, not a home run—and how those reps built our confidence We also share candidly about: Choosing to be the bigger person with tenants, contractors, and lenders Letting go of the need to “win” every conflict to protect our peace How masterminds and community helped us think bigger, invest in coaching, and normalize 7‑figure goals Why being in rooms with ambitious women investors completely changed our trajectory If you're a woman trying to decide when to push, when to rest, and how to think bigger in real estate, we recorded this episode for you.     Resources: Book your spot at WIIRE Summer Camp before it fills up Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

This episode covers the recent volatile movements in the crypto market, including Bitcoin, Ethereum, Zcash, and the impact of macroeconomic factors. The hosts analyze market signals, notable trades by Michael Saylor and Tom Lee, and upcoming events like SpaceX's IPO, providing insights for investors navigating uncertain times.$1 Trial Momentum Money Makers VIPhttps://www.thecryptomavericks.com/mm-vip-monthly-trial-direct?utm_content=Rundown&utm_medium=YouTube&utm_source=Internal&utm_term=20260515Check Out Scribe: Scribe.how/CRYPTO101Check Out Webroot: https://www.webroot.com/crypto101Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Market Volatility and Rebound Strategies06:00 Zcash Security Scare and Market Impact17:11 Investment Strategies in a Volatile Market25:15 Current Trends and Future Outlooks28:22 Technical Difficulties and Live Interaction28:48 Exploring BitMines Preferred Stock30:46 Michael Saylor's Bitcoin Strategy33:28 Market Reactions to Saylor's Moves35:53 The Complexity of Financial Products38:52 Arthur Hayes and Market Sentiment42:23 The Importance of Education in Crypto45:02 SpaceX IPO and Market ImplicationsSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkshttps://x.com/will__mcevoy@cypherpunk*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Scribe and use my code Scribe.how/CRYPTO101 for a great deal: https://scribe.com/Crypto101* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.com* Check out Webroot and use my code webroot.com/crypto101 for a great deal: https://www.webroot.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

We'd love to hear from you. What are your thoughts and questions?Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM across private credit, commercial real estate, distressed debt, and energy, shares insights on how the ultra wealthy build and protect wealth through strategic structuring, private investments, and risk management, emphasizing the limitations of public markets and the advantages of private alternatives.Main Points: Volatility drag and its impact on long-term compoundingLimitations of diversification in public marketsAdvantages of private alternatives for risk reductionHow billionaires think differently about volatility and riskOperator due diligence and risk mitigation in private marketsThe democratization of private market investing post-2012Practical steps for high-income professionals to access private investmentsConnect with Bob Fraser:bob@aspenfunds.ushttps://www.linkedin.com/in/bobfraser10/https://www.instagram.com/ritteronrealestate/https://www.youtube.com/@investlikeabillionairepodcast

Send us Fan MailSend us Fan MailIn this enlightening episode of Living the Dream with Curveball, we sit down with Alexis Sikorsky, an accomplished author and strategic advisor who has successfully navigated the complex world of scaling and exiting businesses. With a rich entrepreneurial background that began in his teenage years, Alexis shares his journey from founding a banking software company in Switzerland to achieving a nine-figure exit with private equity.Listeners will gain valuable insights as Alexis discusses the common pitfalls founders face when preparing for an exit, emphasizing the importance of understanding the private equity landscape and the misconceptions that often cloud a founder's judgment. He reflects on his own experiences and the lessons learned during his transition from operator to advisor, revealing the critical steps entrepreneurs should take to position themselves for success.Throughout the conversation, Alexis introduces his APEX methodology, designed to help business owners assess their companies effectively and plan for growth. He highlights the significance of recognizing when a founder is stuck in operator mode and offers practical advice on how to shift towards a more strategic CEO mindset.As Alexis prepares to release his second book, he shares his vision for helping others navigate the complexities of entrepreneurship and exit strategies. This episode is a must-listen for founders and entrepreneurs seeking to build wealth and freedom while avoiding common mistakes.What You'll Learn in This Episode:- The journey from entrepreneur to strategic advisor- Key misconceptions about private equity and exit strategies- The APEX methodology for assessing business growth- Signs that indicate a founder is stuck in operator mode- The psychological impact of exiting a business and preparing for the next chapterFor more information on Alexis Sikorsky and his work, connect with him on LinkedIn and check out his books available on Amazon.Support the show

The markets' wild ride continues, with valuations defying high volatility. How long can the ‘up crash' last, and what factors might bring about a correction? At RBC's Global Energy, Power and Infrastructure Conference, Callie Simpkins, Managing Director, Cross-Asset Hedge Fund Sales, discusses the potential scenarios with Lori Calvasina, Head of U.S. Equity Strategy, and Amy Wu Silverman, Managing Director and Head of Derivatives Strategy.

Recorded at the Global Energy, Power, and Infrastructure Conference in New York, this special edition brings a real-time read on where markets stand. Lori Calvasina, Head of U.S. Equity Strategy, joined Amy Wu Silverman and Callie Simpkins for an on-the-ground conversation about the US equity outlook and key macro themes. They break down why inflation remains the risk to watch and what it means for equity market positioning.Participants:Lori Calvasina (Research), Head of U.S. Equity StrategyAmy Wu Silverman, Head of Derivatives StrategyCallie Simpkins, Managing Director, Cross-Asset Hedge Fund Sales* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

RBC's Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market. This is a special edition of the podcast recorded live from the RBC Global Energy Power and Infrastructure Conference in New York on June 3rd, 2026. Lori teamed up with Callie Simpkins (Managing Director on RBCCM's Cross Asset Hedge Fund sales team who moderated the discussion) and Amy Wu Silverman (Managing Director and Head of Derivatives Strategy) to discuss the outlook for the US equity market and other key macro issues including inflation.Two big things you need to know:First, Lori and Amy review how the US equity market rally seems late innings in some respects, but is not making clear signs of a top and why there could still be room to run.Second, they emphasize inflation as a key risk factor, and how it factors into the equity market outlook and positioning.

The Backyard Investment Strategy Changing Ontario - JG Francoeur   Part 2 of my conversation with JG Francoeur, founder of Visture Property Group.   In part one of this two-part series, we dive into entrepreneurship, mindset, and the realities of building wealth through real estate investing. The conversation explores why financial freedom requires more than simply saving money, how continuous learning can transform your future, and why your daily habits and mindset matter more than most people realize.   We also break down current real estate investing opportunities, including HST rebates, development charges, market conditions, and whether now is actually the right time to invest.   In part two, we shift into the growing world of garden suites — discussing how investors can create additional income, increase housing supply, and unlock hidden value in existing properties through smart development strategies.   This episode is packed with practical investing insight, entrepreneurial perspective, and real-world advice for anyone looking to build long-term wealth through real estate.   Contact JG jg@visture.ca    This episode proudly sponsored by McMurter & Associates.    They are a real estate and estate law firm who can be your partner for every major legal event in your life. If you're planning an estate, selling or buying real estate, they can help with over 30 years of experience. Their objective is to prevent you from worrying about the legal aspect of your transactions. From the first meeting, McMurter will provide you with straightforward legal advice, and no surprises, including a legal bill you didn't expect.    Find them at: https://www.mcmurter.com   Please a leave a review, as it helps Gary understand if he's bringing on the right guests that you want to hear from!   Other Links: WATCH the podcast! https://www.youtube.com/@gary.hibbert

Episode Summary This webinar features Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, and Mario Giannini, Executive Co-Chairman & Former Chief Executive Officer of Hamilton Lane, as they share their perspectives on private markets — why they matter, how they fit within a long-term institutional portfolio, and what Catholic investors should be thinking about in today's environment. The information in this Communication is provided herein is provided for informational purposes only and does not constitute an offer or a solicitation to buy, hold, or sell an interest in any CIS Fund offering. Alternative investments in private equity and hedge funds are subject to substantial risks including the potential loss of principal. Fund interests are illiquid and should be considered speculative investments. Investors are encouraged to read the offerings documents for the fund offerings discussed in this presentation carefully before investing. All data is sourced to Catholic Investment Services or other third-party sources and compiled by Catholic Investment Services. Information contained herein that has been obtained from third parties is believed to be reliable for the purposes for which it is used herein. Opinions and general information provided herein, including guest speaker(s), are current to the date of this presentation and are subject to change without notice. There can be no guarantee that the funds will achieve their investment objectives. Past performance is not indicative of future results. Financial forecasts and investment returns in this letter may significantly differ from actual results. Certain information contained in this report constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "target," "project," "estimate," "intend," "continue" or "believe," or the negatives thereof or other variations thereon or comparable terminology. Furthermore, any projections or other estimates in this report, including estimates of returns or performance, are "forward-looking statements" and are based upon certain assumptions that may change. Due to various risks and uncertainties, actual events or results or the actual performance of the funds may differ materially from those reflected or contemplated in such forward-looking statements. Moreover, actual events are difficult to project and often depend upon factors that are beyond the control of the general partner of the relevant fund and its affiliates.   © 2026 Catholic Investment Services (CIS), a registered investment advisor, and all rights reserved. Episode Links: Home - Catholic Investment Services About Us - Catholic Investment Services CIS Institute - Catholic Investment Services CIS Symposium - Catholic Investment Services Keywords Private Equity, Private Markets, Private Credit, Institutional Investing, Asset Allocation, Portfolio Construction, Venture Capital, Growth Equity, Buyout Funds, Secondaries, Illiquidity Premium, Diversification, Long-Term Investing, Alternative Investments, Hamilton Lane, Catholic Investment Services, Endowments, Foundations, Investment Strategy, Risk Management, Liquidity, Public Markets, Private Debt, AI Investing, Venture Investing, Investment Governance Episode Highlights 00:05:25–00:08:23 – Mario explains the fundamental case for private markets and why investors receive an illiquidity premium. 00:08:47–00:10:48 – The evolution of private equity from leverage-driven transactions to governance-driven value creation. 00:10:48–00:14:05 – Why private companies increasingly remain private longer and what public market investors are missing. 00:14:40–00:16:14 – Building a successful private markets portfolio through disciplined commitment pacing. 00:16:47–00:17:55 – Persistence of manager performance in private equity and venture capital. 00:18:13–00:19:40 – The importance of relationships and access in private market investing. 00:19:40–00:23:32 – Why investors often overvalue liquidity and how liquidity can become a source of investment mistakes. 00:24:32–00:25:19 – The dangers of market timing in private equity investing. 00:26:27–00:28:27 – Current distribution trends and the growing role of secondary markets. 00:31:24–00:35:05 – Understanding recent private market performance relative to public markets and the impact of AI-driven concentration. 00:35:54–00:39:18 – The case for private credit and how the landscape is changing as banks re-enter lending markets. 00:39:46–00:42:17 – Addressing common misconceptions around private equity valuations. 00:42:34–00:43:51 – How Catholic Investment Services integrates faith-consistent investing into private market strategies. 00:44:10–00:47:22 – Venture capital, buyouts, and growth equity: understanding the differences and opportunities. 00:47:48–00:49:26 – Why Mario believes private investments in retirement plans may present significant challenges for retail investors.

(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Bill Ackman: https://x.com/BillAckman Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

Today - Douglas and Sierra Vista are rising to the top as Cochise County leaders weigh where future Opportunity Zone investment could have the biggest impact.Support the show: https://www.myheraldreview.com/site/forms/subscription_services/See omnystudio.com/listener for privacy information.

A conversation with an entrepreneurial young Canadian guy, who's looking to relocate to Japan and start a hospitality management business in the Japanese country side. He has many questions...

Explore Our Other Podcasts Featuring Top Financial Experts Belowhttps://www.youtube.com/playlist?list=PL9uK6jbdzfVfVFMeOTRSftLjRxuM-0N5aCheck out BeerBiceps SkillHouse Courses Here - https://linktr.ee/bbskillhouseFor all BeerBiceps vlog content Watch Life Of BeerBiceps - https://www.youtube.com/@LifeOfBeerBicepsCheck out my Mind Performance app: Level SuperMindLink:- https://app.level.game/?c=zSbmYnShare your guest suggestions hereMail - connect@beerbiceps.comLink - https://forms.gle/aoMHY9EE3Cg3Tqdx9Join the Level Community Here:https://linktr.ee/levelsupermindcommunityFollow BeerBiceps SkillHouse's Social Media Handles:YouTube: https://www.youtube.com/@BeerBicepsSkillHouseInstagram: https://www.instagram.com/beerbiceps_skillhouseWebsite : https://beerbicepsskillhouse.inFor any other queries EMAIL: support@beerbicepsskillhouse.comIn case of any payment-related issues, kindly write to support@tagmango.comFollow Sanjay Kathuria's Social Media Handles:-Instagram: https://www.instagram.com/financebysanjay/YouTube: https://www.youtube.com/@UCvqttS8EzhRq2YWg03qKRCQ LinkedIn: https://in.linkedin.com/in/sanjaykathuriaIn this special episode 508th of The Ranveer Show, we are joined by financial expert Sanjay Kathuria, who shares deep insights on the 2026 Economic Crisis, Wealth Management, AI Job Losses, and the Indian Economy. This episode takes you into the practical strategies for surviving global financial shifts and building a personal "War Chest" to protect your family.In this conversation with Sanjay Kathuria, we talk about the Global Oil Crisis, the importance of Emergency Funds, RBI's interest rate policies, and the reality of Inflation. This episode also covers the Rich vs. Poor Mindset, the truth about Gold and Silver investments, the pitfalls of Real Estate, and how to start investing in the Stock Market.This podcast is a valuable resource for anyone interested in Financial Freedom, Personal Growth, Investment Strategies, 2026 Economic Predictions, and building long-term wealth in India.(00:00) – Start of the episode(00:57) – 2026 Global Economy & Oil Crisis Predictions(04:13) – The Biggest Financial Mistake Indians Make(06:12) – Emergency Fund Hacks & Budgeting Secrets(10:40) – Inflation, Diesel Prices & RBI's Money Control(14:38) – High-Interest FDs: Safe Haven for Investors(16:41) – How the Ultra-Rich think during a Market Crash(24:06) – Financial Shields for the Indian Middle Class(26:43) – AI Revolution: Why Job Losses are Inevitable(30:17) – Rich Mindset vs. Poor Mindset Explained(34:22) – The Trap of Luxury Brands & Fake Status(36:34) – Gold vs. Silver: The Ultimate Store of Value(46:12) – Real Estate Secrets: Is Land a Safe Bet?(53:29) – Investing Strategies: India vs. International Markets(1:07:48) – Billionaire Strategies & India's Future Outlook(1:15:57) – Stock Market Investing for Beginners(1:22:25) – Credit Card Traps & Maintaining Your Credit Score(1:26:29) – The Power of Compounding & Passive Income(1:35:24) – Risk Management: Why "Breaks" make you faster(1:40:39) – End of the episode

In this episode, Bryce interviews Will McEvoy, CIO of Cypherpunk, about the importance of privacy technology, the potential of Zcash, and the future of privacy in the digital age. They explore how privacy coins like Zcash can reshape financial privacy, the regulatory landscape, and the strategic vision of Cypherpunk.Check Out Scribe: Scribe.how/CRYPTO101Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Introduction to Cypherpunk and Zcash04:35 The Importance of Privacy in Technology08:21 Zcash: A Deep Dive into Its Significance11:05 Market Valuation and Future of Zcash13:19 Regulatory Landscape for Privacy Coins16:41 Investment Strategies and Portfolio Management22:18 Pro-Entropic Investing Explained25:57 Misconceptions About Privacy and Zcash28:30 Future of the Zcash Ecosystem36:20 Looking Ahead: Cypherpunk's Vision37:58 Personal Insights and RecommendationsSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkshttps://x.com/will__mcevoy@cypherpunk*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Scribe and use my code Scribe.how/CRYPTO101 for a great deal: https://scribe.com/Crypto101* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.com* Check out Webroot and use my code webroot.com/crypto101 for a great deal: https://www.webroot.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Unlock what real luxury really means in short‑term rentals with hospitality and branding expert Katie Cline, former PR lead for brands like Ritz-Carlton, W Hotels, and St. Regis. In this episode of the podcast, we dive deep into how female real estate investors can elevate their STR, MTR, and LTR portfolios through hospitality, design, and guest experience—without overspending. In this episode, we cover: How Katie went from UK long-term landlord to profitable US short‑term rental investor Why hospitality is a non‑negotiable skill for real estate investors (even for long- and mid‑term rentals) The “art of the arrival” and how the first 10 minutes shape reviews, referrals, and repeat bookings Practical luxury: the small details that feel high‑end (think: linens, hair dryers, cookware, amenities) Smart policies for bachelorette groups and high‑energy stays that still protect your asset Personalization strategies that help you stand out on Airbnb and Vrbo Branding your property: naming, storytelling, and designing for your actual ideal guest If you're a female real estate investor building wealth with short‑term rentals, vacation homes, or mid‑term rentals, this conversation will show you how to think like a luxury hotelier while staying profitable.     Resources: Book your spot at WIIRE Summer Camp before it fills up Check out what Katie is up to next on Instagram  Listen to Katie's podcast Get the rest of the deets on Katie's ventures Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Connect with us on Instagram

Most people follow "common sense" financial advice… But what if some of those rules are actually costing you money? In this episode of Upticks, Jake and Cory break down some of the most popular financial questions and strategies—and challenge whether they make sense. ---------------

Slava Rubin was co-founder and CEO at indiegogo in addition to being co-founder at Vincent, co-founder at Nillion and co-founder and Managing Partner of Humbition, an early stage venture fund. He is also currently a member of the board of NYSE traded (WSO) Watsco Inc.

In this episode of the BiggerPockets Money podcast, Bob Haines joins hosts Mindy Jensen and Scott Trench to explain how to build an investor policy statement and create a long-term investment philosophy for financial independence and early retirement. We break down how FIRE investors can design a personalized investing framework that aligns with their goals, risk tolerance, lifestyle, and withdrawal strategy while avoiding emotional investing during market volatility. To go beyond the podcast: Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney  Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we're back on Wall Street and dining at Harry's, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi. Her origin story starts in Wisconsin, but she's made a name for herself in New York as a trusted market and investment guru. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon, a Portfolio Analyst at Baird, and a Research Analyst at BMO Global Asset Management. Timecodes 00:00 — “Edgy Broads” 00:21 — Welcome to Standing Table at Harry's on Wall Street 01:24 — Meet SoFi's Head of Investment Strategy, Liz Thomas 02:24 — From Wisconsin to Wall Street: Liz's Journey Begins 04:54 — The Mentor Who Changed Liz's Career Path 06:14 — Guy & Dan Tell the Early Fast Money Origin Story 09:35 — Liz Opens Up About Leaving Everything Behind for NYC 12:31 — Becoming a CNBC Personality & Inspiring Young Women 16:18 — Why Liz Took the Leap from BNY Mellon to SoFi 20:49 — Marriage, Motherhood & Being the Breadwinner 22:21 — Liz's Mission Supporting Women Through Grace Outreach 23:37 — Liz's Career Advice: Don't Wait to Be Noticed Standing Table is made possible through our continued partnership with Apex Fintech Solutions. Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://apexfintechsolutions.com/ LinkedIn: https://www.linkedin.com/company/apex-fintech/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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.

Retirement isn't the same for everyone. Just like every retirement plan isn't the same either. Jim Fox knows that some things work for one person, but might not work for another. You have to figure out what you want from your retirement, otherwise you end up with a pile of ingredients, but no recipe or dish from those ingredients. Let Jim help you turn those ingredients into a tasty dish that is your retirement! Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

หุ้นสหรัฐฯ เดินหน้าทุบสถิติ All-Time High ต่อเนื่อง ท่ามกลางความขัดแย้งภูมิรัฐศาสตร์ สัญญาณจริงหรือแค่ FOMO?...แล้วนักลงทุนควรวางกลยุทธ์อย่างไร?  หาคำตอบใน Know The Markets รายการที่จะพาคุณไป “รู้ลึก รอบโลก เรื่องของการลงทุน” ให้ “ง่าย” กว่าที่คุณคิด กับคุณมทินา วัชรวราทร, CFA Head of Investment Strategy, KAsset และคุณเฟิร์น ศิรัถยา อิศรภักดี  #WealthMeUp #ใช้แรงทำเงินให้เงินทำงาน  #KAsset #JPMAM #คำตอบที่ใช่ของการลงทุน #ลงทุน #หุ้น #หุ้นเทคโนโลยี #AI #จัดพอร์ตการลงทุน  คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน ติดตามข้อมูล Know The Markets เต็มๆ ได้ที่ www.kasikornasset.com

Join us today as we sit down with Investment Banker Jesus to examine where we're storing up treasure. Discussion Guide: https://longhollow.com/the-forgotten-jesus-podcast-discussion-guides Notes: https://longhollow.com/theforgottenjesuspodcastshownotes

As women investors, we were taught how to grow portfolios—not how to actually pay ourselves from them. In this episode, we break down the difference between our business making money and us taking home money, and why we both spent years feeling “cash poor” despite owning strong portfolios. We share why we started paying ourselves (even when it felt “too small to matter”) to avoid resentment and burnout, and how you can do the same—whether that's a few hundred dollars a month or strategic lump‑sum payouts. We walk through: How our LLCs are set up and what they actually do (liability, not magic tax shelters) How we use owner distributions and contributions without triggering new taxable events The simple rules we follow to avoid commingling funds How we use bookkeeping, P&Ls, and regular CFO meetings to decide what we can safely pay ourselves How each of us handles big checks from sales or refinances while still funding taxes, reserves, and future deals We'll show you how we let our portfolios actually serve us, not just look good on paper.       Resources: Simplify how you manage your rentals with TurboTenant Get in touch with Envy Investment Group Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

Chief Investment Strategist Stephanie Link and Morgan Stanley Executive Director Jim Lacamp joins the show to discuss Investment Strategies with Larry Kudlow Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we provide an update on AI, inflation, and the Market’s Narrow Path. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode here The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*See omnystudio.com/listener for privacy information.

Key Takeaways: Create a Family Financial System: A family treasury is a way to manage money on your own terms, instead of relying only on traditional banks. Know the Difference Between Assets and Credit: Real money comes from owning assets. Credit is the ability to use those assets to access more financial power. Use the Right Accounts to Grow Money: Brokerage accounts can help your money grow over time, while basic savings accounts often don't keep up with inflation. Get the Right Guidance: Working with a skilled advisor or investment manager can help you make better decisions and manage your money more effectively. Borrow Without Selling Assets: Instead of selling investments, you can borrow against them to fund large expenses while still allowing your assets to grow.   Chapters: Timestamp Summary 0:00 Owning Your Financial System for Greater Wealth and Power 11:25 Understanding Debt, Inflation, and Strategic Financial Growth 13:49 Teaching Financial Responsibility and Investment Strategies to Children 17:17 The Art of Patient Investing and Spiritual Mastery 21:20 Becoming Financially Independent Through Strategic Investment Management Powered by Stone Hill Wealth Management Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Join us as we unveil the upcoming WIIRE Summer Camp, a unique blend of real estate, networking, and outdoor fun designed specifically for women investors. Discover how this experience can elevate your confidence, connections, and business, all in a stress-free, fun setting.In this episode, you will learn: The origins and vision behind WIIRE Summer Camp, and how it evolved from our retreats and events Why being in proximity to women building wealth transforms your mindset and results The balance of real estate education, networking, and fun activities in the camp How Summer Camp fosters genuine connections, collaborations, and private money opportunities The details on lodging, amenities, and all-inclusive pricing for an effortless experience Testimonials from past retreats highlighting community, confidence, and practical growth How to easily join, including creating buddy systems and support for introverts Our core values: authenticity, fun, collaboration, and anti-fluff culture As we wrap up this episode, we hope you're as excited as we are about the WIIRE Summer Camp. It's more than just an event; it's a movement towards empowering women in real estate. Whether you're looking to expand your network, gain new insights, or simply enjoy a refreshing break with like-minded individuals, this camp promises to deliver. We look forward to seeing you there and witnessing the incredible transformations that await. Let's continue to build a community where women thrive and succeed together.       Resources: Simplify how you manage your rentals with TurboTenant Get in touch with Envy Investment Group Get all the deets on joining us at 2026 WIIRE Summer Camp Check out Steadily for all your rental property insurance needs Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

PREVIEW for Later Today: Michael Toth explains the trend of investing in litigation trials for profit. He highlights how Russian oligarchs utilize this legal investment strategy to evade international sanctions and gain specific benefits from the American tax code.1936 NYC

The biggest risk in your deal isn't the market—it's the person you trust.Most investors spend their time underwriting deals… but overlook the one variable that can wipe everything out.In this conversation, we unpack what happens when experience isn't enough—and how one bad operator can undo years of disciplined investing.If you're serious about avoiding costly mistakes and accelerating your path in multifamily, this is exactly the kind of conversation we continue inside the Tribe of Titans—where investors break down real deals, pressure-test decisions, and learn directly from operators in the field.

Pest control isn't just about bugs. It's how we think about being proactive landlords who protect profit, reduce stress, and create a better tenant experience. We've learned that waiting for problems to happen is one of the most expensive mistakes we can make. Spending $50–$150 quarterly on preventative pest control is far cheaper than dealing with emergencies, tenant turnover, or property damage later. The bigger shift for us has been thinking ahead. We make sure our leases clearly outline pest responsibilities, we communicate expectations with tenants, and we stay on top of regular inspections so small issues don't turn into big ones. We also approach properties differently: With single-family homes, tenants often handle pests With multifamily, we take more responsibility to prevent issues from spreading From experience, we know how quickly things can escalate—one pest issue can lead to damage, bad reviews, or a tenant moving out. At the end of the day, we remind ourselves: it's not about the cost, it's about what that cost prevents. Our goal is simple: solve problems before our tenants ever see them.     Resources: Simplify how you manage your rentals with TurboTenant Get in touch with Envy Investment Group Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

J Scott interviews Anna Kelley in this Next Level CRE Takeover, who breaks down why multifamily has been hit by one of its worst downturns in history, driven by rising interest rates, higher treasury yields, and surging operating costs. She explains that cap rate expansion alone has pushed property values down by 30–40%, while inflation has simultaneously increased expenses such as insurance and taxes, creating a “double squeeze” on investors. They also dive into the broader economic picture, covering inflation risks, tariffs, global conflict, and the growing impact of liquidity constraints on real estate. Anna highlights why debt structure has become the biggest risk factor for investors and warns that a prolonged period of stagflation or recession could reshape the market. Despite the challenges, she emphasizes that disciplined underwriting, long-term debt, and strategic positioning in hard assets can create major opportunities for investors who are prepared. Anna Kelly Current role: President - Greater Purpose Capital LLC Based in: Palmyra, Pennsylvania Where to find them: https://www.linkedin.com/in/anna-kelley-reimom/ https://www.facebook.com/annakelleyreimom/ J Scott Current role: General Partner of Bar Down Investments LLC, Partner / Co-Founder of ScottBuilt Based in: Sarasota, Florida Where to find them: https://linktr.ee/jscottinvestor https://www.linkedin.com/in/jscottinvestor/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info.  Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices