Podcasts about investment strategies

(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

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

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

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.

Annuities are back in the spotlight—but are they solving a problem retirees can’t ignore? Kevin Madden breaks down why more advisors are rethinking retirement income strategies, focusing on cash flow, guaranteed income, and reducing reliance on market swings. The conversation explores how combining annuities with dividends and bonds can create stability, why emotional investing near retirement can derail plans, and how a written income plan helps organize “one big pile of money.” Kevin also highlights the impact of unexpected early retirement and why planning ahead can bring clarity to life after work. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

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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

Send us Fan MailRecorded live at the Family Office Club Super Summit, this opening segment introduces a panel of experienced investors, each focused on a specific niche investment strategy.From private equity secondaries and multifamily real estate to litigation finance and venture investing, this discussion highlights how top investors specialize to create an edge.In this episode:• Meet the panelists and their investment strategies• Learn how different niche investment models operate• Understand why specialization is critical in private markets• Hear how investors combine operational experience with capital allocationThis is the starting point for understanding how niche investors think, before diving deeper into strategy, execution, and deal performance in later segments.

In this episode, Angel sits down with Andrew Cramer to discuss rent control, affordable housing, and the realities of investing in regulated markets. They explore how legislation impacts investors, tenants, housing supply, and long-term community development while sharing perspectives on ethical investing and creating quality affordable housing.Topics CoveredRent control and its long-term economic effectsAffordable housing challenges and opportunitiesInvestor perspectives on regulated marketsHousing supply, competition, and rental pricingMobile home parks and NIMBY challengesEthical real estate investing and community impactBalancing investor returns with tenant needsQuotes“The long-term beneficiary of rent control is really the investor.” — Andrew Cramer“Affordable housing and strong investment returns can absolutely exist together.” — Andrew CramerConnect with Andrew: https://www.linkedin.com/in/andrew-cramer-43b5b513a/Connect with Angel : https://www.linkedin.com/in/angel-williams-re/

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.

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 hereCould your RRSP become one of your biggest future tax problems—and is there a smarter way to unwind it?Many Canadians spend decades building RRSP wealth, only to discover later that RRIF withdrawals can trigger a much larger tax bill than expected. This episode breaks down why the real issue is not the RRSP itself, but the lack of a coordinated system for withdrawals, deductions, leverage, and retirement cash flow. You'll hear how tax-efficient planning can begin well before retirement, especially for high-income Canadians, incorporated business owners, and anyone trying to preserve more of what they've built. In this episode, you'll learn:How RRSPs and RRIFs really differ—and why converting strategically can create more control over income, liquidity, and tax timing.What a true RRIF meltdown strategy involves, including how investment loan interest deductions can help offset taxable RRIF income.How self-made dividends and capital gains planning can support retirement cash flow while reducing reliance on fully taxable income sources.Press play now to learn how a more intentional RRSP and RRIF strategy could help you reduce future tax drag and create more flexibility in retirement.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 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.

Most VCs talk about ownership. Few actually build it. Neil Sequeira, Co-Founder and General Partner at Defy, breaks down the unconventional strategies his firm uses to average 17 percent ownership across their seven highest marked portfolio companies — and why that number puts them up against any early stage manager in the country.Neil spent 12 years at General Catalyst before co-founding Defy a decade ago. In this conversation, he gets into why 75 percent of their deal flow never goes to market, how they made their biggest capital call on April 1st 2020 when venture investment was down 80 percent industry-wide, and why the most contentious deal at the partner meeting is usually the one that ends up doing the best.This is a masterclass in early stage conviction, portfolio construction, and what it actually means to partner with a founder for the long term.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about -- Why Defy keeps their partnership small on purpose, and how that directly drives better early stage returns- The April 1st 2020 capital call: how they deployed 20% of Fund 2 in the quarter venture fell 80% industry-wide- The three-bucket framework for evaluating investments, and why the founder bucket outweighs market knowledge and hard work combined- How Defy averages 17% ownership across their seven highest marked companies using strategies most VCs never think to use- The one early signal that has predicted every failed investment in their portfolio, and why they no longer rationalize past it---Timestamps:(00:00) - Preview(00:28) - Introduction to Neil Sequeira and Defy(02:05) - How Decision-Making Quality Changes as VC Firms Scale(05:54) - The Speed of Conviction in Large vs. Small Firms(07:20) - The Power of Proprietary Deals(08:52) - Neil's Most Formative Investment Decisions(13:25) - Why the "Person" is the Most Critical Investment Factor(16:39) - Case Study: When an Investment Thesis Evolves Significantly(20:40) - Evolving Portfolio Construction Across Different Funds(22:30) - The Impact of AI on Investment Strategy and Check Size(24:10) - Building Company-Creation Platforms (US Defense, Crypto)(25:25) - How LPs React to Evolving Fund Strategies(28:20) - A Contrarian Approach: Investing When the Market Goes Dark(32:39) - Initial Bets vs. Doubling Down on Winners(34:35) - How Defy Owns 17% of Their Best Companies(37:34) - Patterns in Failed Investments: Lessons from Hindsight(38:25) - The Red Flag of Founder Integrity Issues(40:15) - The Danger of Market Noise and Not Controlling Your Destiny(44:03) - Start of Rapid Fire Round(44:19) - Sectors and Regions of Investment(44:53) - Typical Stage of Investment(45:47) - Leading Investment Rounds(46:28) - Typical Check Size and Ownership Goals(47:38) - How to Connect with Neil and Defy(48:45) - ConclusionLinks:Defy - https://defy.vc/Connect with Neil Sequeira - https://www.linkedin.com/in/neil-sequeira-76739a40/Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.com#VentureCapital #EarlyStageInvesting #StartupFunding #VC10X #NeilSequeira #Defy #PortfolioConstruction #FounderAdvice #VCPodcast #StartupInvesting

In today's fast-moving investment landscape, we believe staying ahead means looking beyond the headlines—understanding how powerful structural shifts like AI disruption can reshape markets, alongside ongoing geopolitical volatility.In this edition of L&G Talks, Jason Shoup (US CIO), Jason Becker (Head of US Credit Strategy), Anthony Woodside (Head of Multi-Sector Fixed Income & Investment Strategy), and Dan Dreher (Solution Strategist) joined us for our first US-based conversation. They helped us unpack L&G's Q2 US Investment Outlook, discussing: Why AI disruption may be the bigger, longer-lasting market force than episodic geopolitical shocks Insights into fixed income markets, including our base-case outlook for rates and spreads over the next quarter Where AI buildout spending is creating private credit opportunities—and the red flags to watch for How we think about AI-related opportunities in equities

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

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

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

As the STR market matures, the next frontier is the 10–20 room boutique hotel—blending guesthouse intimacy with professional hotel features. This session provides a "boots on the ground" guide to navigating this transition, drawing on active knockdown-rebuild and remodeling projects in Kyoto. The autumn session will take place on 17-18th October, 2026 - subscribe & watch this space for the official announcement, early-bird discounted tickets registration, and list of speakers for the next event!

Alicia Qin Wang's presentation at the Japan Real Estate Summit, Spring 2026 The autumn session will take place on 17-18th October, 2026 - subscribe & watch this space for the official announcement, early-bird discounted tickets registration, and list of speakers for the next event!

How to make something out of (close to) nothing, with strategic property acquisition & management, and away from familiar, routine distribution models. The autumn session will take place on 17-18th October, 2026 - subscribe & watch this space for the official announcement, early-bird discounted tickets registration, and list of speakers for the next event!

What Every Minpaku Investor Must Understand Before Buying in Japan. The autumn session will take place on 17-18th October, 2026 - subscribe & watch this space for the official announcement, early-bird discounted tickets registration, and list of speakers for the next event!

All summit speakers joined two open Q&A sessions - last summit day session here. The autumn session will take place on 17-18th October, 2026 - subscribe & watch this space for the official announcement, early-bird discounted tickets registration, and list of speakers for the next event!

All summit speakers joined two open Q&A sessions - first summit day session here. The autumn session will take place on 17-18th October, 2026 - subscribe & watch this space for the official announcement, early-bird discounted tickets registration, and list of speakers for the next event!

Ziv Nakajima-Magen demonstrates a new AI powered property analyzer system. The autumn session of the JRE summit will take place on 17-18th October, 2026 - subscribe & watch this space for the official announcement, early-bird discounted tickets registration, and list of speakers for the next event!

Send us Fan MailWhat would ultra-wealthy investors do differently if they could start over?In this episode, experienced investors, operators, and family office leaders share powerful lessons from years of building wealth, making mistakes, and navigating changing markets.From negotiating contracts and staying curious to focusing on quality relationships and long-term thinking, these insights reflect real-world experience—not theory.If you're an entrepreneur, investor, or capital raiser, this episode delivers timeless advice on how to think, act, and grow like top investors.https://familyoffices.com/

Summary: This episode explores the complex and dangerous phenomenon of stagflation — the toxic combination of rising inflation, slowing economic growth, and a tough labor market. The hosts break down the historical context of the 1970s stagflation crisis, examines current economic indicators and risks, and explains how stagflation impacts households, businesses, and retirement planning. From Federal Reserve policy responses to hands-on investment strategies across energy, precious metals, consumer staples, healthcare, real estate, and inflation-protected securities, this episode gives investors and retirees the tools they need to protect theirfinancial future and navigate one of the most challenging economic environments of our time."Hashtags:stagflation, inflation, unemployment, economic growth, investment strategies, Federal Reserve, interest rates, portfolio diversification, economic history, financial planningSocial Media Description: Inflation is bad but stagflation is worse! Protect your retirement and financial future — listen now!Chapters00:00 Introduction to Stagflation01:58 Understanding Stagflation and Its Implications05:08 Historical Context: The 1970s Stagflation08:24 Impact on Households and Individuals11:34 Business Risks in a Stagflation Environment17:36 Avoiding Stagflation: Policy Recommendations21:10 Current Economic Indicators and Risks27:44 Conclusion and Future Outlook28:43 Navigating Rate Hikes and Economic Changes30:24 Investment Strategies in Stagflation31:37 Exploring Energy and Precious Metals34:27 Consumer Staples and Defensive Investments37:41 Healthcare and Utilities in Current Markets40:13 Real Estate and Dividend Stocks44:56 Inflation-Protected Securities and Commodities48:38 Identifying Risks in Current Investment Climate51:27Global Perspectives on StagflationAll opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

Is the 4% rule still relevant in today’s retirement landscape? Damon Roberts and Matt Deaton break down diversification, income planning, and the assumptions behind popular retirement rules of thumb. They discuss market volatility, withdrawal strategies, and why relying on a single guideline can create blind spots. From portfolio structure to income timing, this episode examines how retirement planning has shifted—and why retirees are being asked to think differently than previous generations. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The “Henssler Money Talks” hosts revisit the classic 60/40 portfolio — why it's taken criticism in recent years, where it may still hold value, and why a needs-based approach focused on time horizon, liquidity, and real-world spending goals may offer a more practical path forward than any one-size-fits-all allocation.Original Air Date: May 2, 2026Read the Article: Read the Article: https://www.henssler.com/60-40-didnt-fail-it-just-wasnt-built-for-you 

Send us Fan MailWhat are ultra-wealthy investors and family offices actively looking for in today's market?In this episode, private investors, family office representatives, and operators share where they are deploying capital—from energy and industrial real estate to crypto, small-to-mid-sized platforms, and distressed opportunities.You'll hear how experienced investors evaluate deals, structure investments, and identify opportunities with strong upside in a shifting economic environment.If you're raising capital or building partnerships, this episode gives you a real-world look at how ultra-wealthy investors think and what they prioritize today.https://familyoffices.com/

This week, we sit down with investor Kasey Hilgers and unpack the dark side of private money lending. We walk through how Kasey's very first deal—a $30K second-position lien on a nearly finished flip—went sideways when the borrower failed to refinance and her money was stuck for years. We talk about: Why second-position liens are so much riskier and what it means when the first-position lender can wipe us out How scaling too fast, sloppy bookkeeping, and “robbing Peter to pay Paul” put our capital at risk as private lenders The creative strategy we used with a DSCR lender so Casey could take over the property and claw back her $30K How we underwrite now: vetting both borrower and deal, insisting on a recorded promissory note and deed of trust, and avoiding “silent seconds” How we decide how much we can emotionally and financially afford to lose on any one loan We wrap by debating what matters more to us as lenders—a great deal or a great borrower—and how that answer has evolved.     Resources: Simplify how you manage your rentals with TurboTenant Get in touch with Envy Investment Group Connect with Kasey on Instagram 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

Send us Fan MailIn this final episode, $1B+ investors share their most valuable lessons on capital raising, relationships, leadership, and long-term success.From building trust before you pitch to focusing on your core competency and sharing your story, these insights go beyond tactics—they shape how top investors think and operate. If you're serious about scaling your business or raising capital, this is advice worth millions.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

What happens when you've done everything “right”… but your money still isn't working the way it should?In this episode, Loral works with a high-income business owner who has paid millions in taxes and is searching for a better path forward. The conversation quickly reveals that the real issue isn't income, it's the lack of a clear reduce tax liability strategy.They break down how many entrepreneurs unknowingly overpay in taxes because their companies aren't structured properly. A true reduce tax liability strategy goes beyond having LLCs; it's about how those entities interact, how revenue flows between them, and how expenses are strategically allocated.Loral explains why spreading income across multiple companies, creating management structures, and aligning investments with tax strategy are critical pieces of an effective reduce tax liability strategy.If you've built success but feel stuck at the next level, this episode will show you how the right reduce tax liability strategy can unlock a completely different financial future.Loral's Takeaways:Discussion on Tax Strategies and Asset Utilization (00:52)Corporate Structure and Tax Efficiency (02:41)Legacy Planning and Family Involvement (04:21)Tax Planning and Investment Strategies (08:33)Challenges with Business Partner and Final Thoughts (10:42)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.

Pershing Square Founder & CEO Bill Ackman joins Bloomberg's Dani Burger on "Bloomberg Deals" to discuss his five billion dollar Pershing Square IPO, an outlook on the markets, as well as his growth and investment strategy for Pershing Square.See omnystudio.com/listener for privacy information.

What's really driving today's markets? Vincent Pica, Vice Chairman at Safanad, and Dr. John Rutledge, Chief Strategist and one of the architects of the Reagan economic plan, share insights shaped by decades across Wall Street, investing, and economic policy. A rare look at how experienced investors think through markets, capital, and uncertainty. Learn more about Safanad: https://safanad.com/ Presented by Wall Street Capital Partners https://wallstreetcapitalpartners.net/ Listen through to the end, you won't want to miss what's there. Finished the episode? Message us at: morningswithjoelcrepodcast@gmail.com

Farmland values, water rights, and climate resilience are reshaping how investors think about agriculture as a long‑term asset class. In this episode of Sustainability Leaders, Angela Adduci of the BMO Climate Institute speaks with Alyssa Go, Head of Impact at RRG Capital Management, and Craig Wichner, Founder and Managing Partner of Farmland LP, about how regenerative agriculture and water strategy are being used to unlock durable financial returns. The conversation explores why climate is the “third dimension” investors can no longer ignore when evaluating farmland, and how proactive land and water management can turn physical risk into opportunity. For more thought leadership from Angela Adduci, visit: https://capitalmarkets.bmo.com/en/our-bankers/aadduci/ For a Sustainability Leaders episode about opportunities in U.S. organic food, visit: https://capitalmarkets.bmo.com/en/insights/exploring-us-organic-food-opportunities/

In this episode of the WIIRE podcast, we sit down with Katie Johnson, real estate attorney, STR investor, and founder of STR Law, to unpack when a rental management company actually protects us as investors—and when it's just extra complexity. Katie, who's been investing in short‑term rentals since 2015, walks us through: Why even one short‑term rental often belongs in its own LLC, illustrated by a real $11.6M lawsuit. The four pillars of protection we should have in place: the right insurance, solid LLC structure, proactive safety procedures, and a strong rental agreement (and what those agreements don't cover). How to think about holding companies vs. management companies, and when it really makes sense for us to create a separate management entity—especially if we manage for others. Common mistakes we might be making, like commingling funds, failing to deed properties into the LLC, and forgetting to update insurance after transfers. How deed restrictions and local/state rules can quietly block short‑term rentals, even when there's no HOA. We wrap up with practical steps everyone can take right now to better protect themselves and their properties.     Resources: Follow Katie on Instagram Visit Katie's website 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

We'd love to hear from you. What are your thoughts and questions?In this conversation, Brian Seidensticker, an engineer turned real estate investor, discusses his journey into the world of tax liens and tax deeds. He explains how he transitioned from a traditional engineering career to discovering the investment opportunities within unpaid property taxes. The discussion covers the mechanics of tax liens and tax deeds, the potential for steady income, and how these investments can fit into a broader wealth-building strategy. Brian emphasizes the importance of understanding the process and conducting thorough research before investing, as well as the significance of enjoying one's work and achieving financial freedom.Main Points:Brian transitioned from aerospace engineering to real estate investing.Tax liens offer a structured investment opportunity.Understanding the mechanics of tax liens is crucial for investors.Investing in tax liens can provide predictable income streams.Research and due diligence are essential before investing in tax liens.Tax liens can be a secure investment when properly managed.Investors can start with small amounts, even under a thousand dollars.Tax liens can be integrated into a broader wealth strategy.Enjoying your work contributes to overall happiness and success.Financial independence is about having freedom from financial stress.Connect With Brian Seidensticker:brian@lastbestpartners.comhttps://www.lastbestpartners.com/https://www.linkedin.com/in/brian-seidensticker-90117021/https://www.youtube.com/@Taxsaleresources

GuestSarah DerGarabedian, Director of Investment Strategy, Principal at Modera WealthCompany: Modera WealthWebsite: www.moderawealth.comAUM ~$18BSarah's Bio: Sarah specializes in investment strategy at Modera, where she oversees the firm's research team and investment initiatives. She thrives on solving operational challenges and helps bring clarity to complex financial concepts for the firm's clients. She is particularly passionate about the behavioral side of investing—understanding what drives investor decisions and guiding them with empathy, evidence, and a touch of humor. Her approach is grounded in consistency, discipline, humility, and a long-term perspective, mirroring her personal philosophy on health and wellness. Sarah's curiosity and beginner's mindset keep her adaptable and engaged in the ever-evolving financial landscape. With over 20 years of experience in the RIA industry, Sarah joined Modera in 2023 following an 18-year tenure at Parsec Financial, where she led research, trading, and portfolio management. Before entering the financial sector, she worked in fields as diverse as petroleum geology and academic editing, showcasing her wide-ranging interests and adaptability. Sarah holds a Bachelor of Arts in Geology from Wellesley College and is a Chartered Financial Analyst® (CFA®). She is affiliated with the CFA Institute and the CFA Society North Carolina. Outside of Modera, Sarah is an avid reader who often juggles multiple books across genres—from history and mystery to humor and leadership. She enjoys spending time outdoors with friends and family, whether hiking the mountains around Asheville or searching for shark's teeth on the beaches of Pawleys Island.

Anthony Scaramucci, Founder & Managing Partner at SkyBridge, sat down with us at the Solana Policy Institute's Summit to discuss when Crypto will recover out of the bear market, Clarity Act passing timeline, tokenization market, and TradFi crypto adoption.Brought to you by

In this episode, we explore the essentials of refinancing rental properties. Our aim is to help you decide when refinancing is a smart move and how to run the numbers effectively. Whether you're considering a cash-out refinance, lowering interest rates, or paying off higher-interest debt, we offer practical strategies and real-life examples to guide your decisions. Key takeaways from this episode include: Understanding when refinancing is beneficial for rental properties Evaluating refinancing options using payback period calculations The impact of interest rates, loan terms, and amortization schedules Using return on equity (ROE) to assess investment effectiveness Creative uses for refinance proceeds, such as debt reduction or new acquisitions Minimizing closing costs by negotiating with local lenders Timing your refinancing based on property value and market conditions We also share real-life examples from our portfolios, including recent refinances and their outcomes, and provide tips on negotiating fees and closing costs. Our discussion includes strategic planning for multiple refinances in a property investment cycle.     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

10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken. Key Reversal Indicator  breaches an important level. Employment, Inflation and eco still looking good. Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Follow @andrewhorowitz Stocks Mentioned in the Episode: (EWY), (NVDA), (JPM), (BAC), (TSMC), (AMZN), (WFC)