Podcasts about investments

On episode 262 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Ed Elson of Prof G Markets to discuss: the massive AI spending boom and whether we're in an AI bubble, the race between OpenAI and Anthropic, sky-high private market valuations, AI safety and regulation, whether AI is helping or hurting education, Waymo and the future of autonomous driving, the growing divide between young Americans and previous generations, housing affordability, sports betting and financial nihilism, America's $40 trillion debt problem, and what it will take to give Gen Z a better shot at building wealth. This episode is sponsored by ROCY and ROCQ from J.P. Morgan Asset Management and Janus Henderson Investors. Learn more about ROCY and ROCQ at https://www.jpmorgan.com/income Visit https://www.janushenderson.com/ for more information. Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ JP Morgan Disclosure: Investing involves risk, including possible loss of principal.   Investors should review a mutual fund or ETF's investment objectives, risks, charges, and expenses before investing. This and other information is in the prospectus—read it carefully. To obtain an ETF prospectus, call 1-844-4JPM-ETF  JPMorgan Distribution Services, Inc.; member FINRA. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Unfiltered Coffee episode, I share some thoughts that have stayed with me through recent conversations, listener emails, books, podcasts, and my own work with investors and families.I reflect on a different kind of urgency—not the manufactured urgency of expiring offers or opportunities that supposedly require an answer by Friday, but the urgency that comes from within. It's the realization that something in your financial life may need attention today because being off by an inch now can mean being off by a mile five or ten years from now.I explore the difference between benign neglect and costly neglect, the extraordinary effects of compounding over time, and why what got us here may not always be the path forward.I also talk about consistency and what it means to be a constant in someone else's life. Consistency isn't perfection. It's returning to a calm and thoughtful place after life tests us, showing up again, and remaining dependable through changing circumstances.Another recurring theme is family fortune and multigenerational wealth. I share why I increasingly think about family wealth through the lens of stewardship rather than ownership—and why what we inherit, care for, and pass along extends far beyond financial assets.Finally, I return to a deceptively simple question: what does it mean to invest sensibly? Capital can eventually begin doing some of the heavy lifting that once depended entirely on our own efforts. How we put that capital to work is deeply personal, but perhaps we make investing more complicated than it needs to be.Along the way, I revisit recent conversations with Paul Johnson, Lee Freeman-Shor, Alexander von der Vellen, Jan Petke, Jared Dillian, Peter Lazaroff, Ian Cassel, Owen Zidar, and Eric Zwick, and share a few things I've been reading and listening to lately.Some of the ideas in this episode:The difference between internal and manufactured urgencyBenign neglect versus neglect that quietly costs us moneyWhy small financial decisions can compound into enormous differencesLuck, risk, and revisiting assumptions that have worked in the pastConsistency as a practice in investing and in lifeWhat it means to be a constant for other peopleFamily fortunes, stewardship, and multigenerational thinkingThe transition from earning money to letting capital do more of the workWhy investing doesn't have to be unnecessarily complicatedI always enjoy hearing from you, so if you have a question, thought, or story to share, write to me at bogumil@talkingbillions.co not com. Save it somewhere—I'll only keep it here for a little while.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.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.

For British expats in America drawing income from a UK pension, the NT tax code has long been a straightforward, if slow, way to avoid being taxed at source in the UK on income that should only be taxable in the US. But something appears to be changing at HMRC, and what was once a simple administrative process is becoming unpredictable, inconsistent, and in some cases, actively obstructed. In this From the Trenches episode of Expat Wealth, Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, and business partner James Boyle share three real client cases that have taken them by surprise. The first involves a client who applied for an NT tax code over two years ago and has since had it granted on two of his three UK pensions, with no explanation as to why the third was excluded. The second is a case where HMRC outright rejected an application, claiming the pension in question was not a registered pension scheme, despite it clearly being one, an apparent administrative error that now requires a drawn-out correction process. The third case, and perhaps the most concerning, involves a client who followed expert advice to the letter. Working with a US-UK cross-border tax advisory team, he took small, regular UFPLS withdrawals from his SIPP, a strategy designed to have pension income treated as ongoing payments rather than a lump sum. Despite the amounts falling well below HMRC's own published thresholds, the claim was rejected on the basis that the payments constituted a lump sum, a position that surprised even the specialist tax advisers involved. Richard and James discuss what these cases might signal about a broader shift in HMRC's stance, particularly in light of recent guidance clarifying how lump sums from UK pensions are defined and taxed. They stress that while the US-UK tax treaty should ultimately protect expats from double taxation, the mechanics of resolving these disputes can be time-consuming, expensive, and deeply frustrating. Whether you hold a UK SIPP, are considering applying for an NT tax code, or have already hit a roadblock with HMRC, this episode offers a candid look at a process that is no longer as routine as it once was, and why having the right cross-border tax advice matters more than ever. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. 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. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm's leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm's growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn

On episode 484, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss: the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth effect is real, AI personal assistants, the Consumer Inertia basket of stocks, 7% mortgage rates, the fall of the creative class, the 100 best TV shows this century and more. This episode is sponsored by YCharts and Janus Henderson Investors. Visit https://go.ycharts.com/animal-spirits to get 20% off your initial YCharts Professional subscription, new customers only. Visit https://www.janushenderson.com/ for more information. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us On Social Media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Mazama Energy, a Texas-based geothermal company, has recently secured more than $135 million to dig deeper and harvest heat for renewable energy. Project Ceres, which the funding will be put toward, is a horizontal well development in Central Oregon and could generate more than 15 megawatts of power next year. That’s enough to power 4,500 homes. OPB climate reporter Monica Samayoa joins us to share more on geothermal energy in Oregon and its future.

Jessica Sparks-Schaefer shares her journey from a multi-generational real estate background in Melbourne to becoming a strategic advisor in Beverly Hills. She discusses market opportunities, renovation challenges, and key habits for success in real estate investing.   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   —--------------------

This morning's August PCE prices could help shape the Fed's rate decision, and Micron's earnings later might give the entire tech sector direction. Yields and oil remain in focus.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.Investing involves risk, including, for some products, more than your initial investment.Past performance is no guarantee of future results.Supporting documentation for any claims or statistical information is available upon request.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Schwab does not recommend the use of technical analysis as a sole means of investment research.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An Article 78 lawsuit has been filed against the State University of New York (SUNY) over their refusal to release records regarding SUNY investment funds, bonds, and private equity holdings, as well as any contracts it may have with a list of 97 companies involved in israeli violence against Palestine, such as Lockheed Martin, Raytheon, Dell, and Northrop Grumman. The FOIL request is part of a larger effort by SUNY BDS calling on SUNY and New York State to divest from israeli apartheid, also in solidarity with the international BDS movement. SUNY BDS has also worked closely with those who filed and recently won a similar lawsuit against SUNY's sister public university system, the City University of New York (CUNY). Maureen Milligan of SUNY Buffalo BDS talks with Mark Dunlea for Hudson Mohawk Magazine.

Special podcast episode of The Hangover from the Sports Card Clubhouse platform. Are sports cards investments? According to Jeremy, the answer depends on the collector. But if you insist they absolutely cannot be investments under any circumstances...well, he has a word for you. Jeremy and David get into the debate over collecting versus investing, why nobody else gets to define how you approach your cards, and what happens when real money, long-term value and eventual exit plans become part of collecting. Plus, Jeremy comes home from the Saskatchewan Card & Collector Experience with three raw Gretzky rookies, a realization that he may be a terrible flipper, and some lessons from buying cards on the show floor. David gives an update on his massive consolidation into a grail, including what it feels like watching beloved cards disappear at auction, and the guys look at some potentially interesting movement happening across parts of the hobby market. It's collecting, buying, selling, investing, arguing and probably offending a few people along the way. Welcome to The Hangover. Check out The Hobby Spectrum and discover what kind of collector you are at thehobbyspectrum.com. Follow Sports Cards Live and Sports Card Clubhouse for more hobby conversations, interviews and commentary. And as always, collect what you love, however you choose to collect it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco's Capital Markets Day presentation and asks whether there's still value in a declining industry. Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn't creating more viable long-term suppliers. Plus, Eighty20's Andrew Fulton looks at declining meat prices after foot-and-mouth disease drove them sharply higher – can they stay lower for longer?

Philip Kent, CEO of Gravis Capital and Lead Manager of GCP Infrastructure Investments (LSE: GCP), joins UK Investor Magazine to discuss the state of the infrastructure investment trust sector and how GCP is designed to achieve capital preservation and reliable, inflation-linked income from UK infrastructure projects.Infrastructure trusts have spent much of the past few years trading at wide discounts to NAV. Philip explains why, how Gravis-managed portfolios react to interest rate moves, and how the team balances income against capital protection in a weak economy.The conversation also covers the outlook for infrastructure dividends over the next five years, opportunities in net zero and the energy transition, and where capital is flowing across the UK today. Philip addresses the health of GCP's debt book directly, including whether any project borrowers are falling behind on interest payments.From the perspective of investors who may use an ISA or SIPP, Philip outlines the portfolio mix, the advantages listed vehicles offer over private funds, and the most common misconceptions about infrastructure investing. He closes with how Gravis is approaching AI and what role infrastructure should play alongside equities and bonds in a diversified portfolio.Topics covered:Why infrastructure trusts trade at discounts to NAVInterest rate sensitivityIncome vs capital protectionDividend sustainability over five yearsNet zero and energy transition opportunitiesWhere UK infrastructure capital is goingDebt quality and borrower performanceGCP's portfolio mix for ISA and SIPP holdersListed vs private infrastructure fundsGravis Capital's approach to AIRetail misconceptions about infrastructureInfrastructure in a diversified portfolio Hosted on Acast. See acast.com/privacy for more information.

Dieser Podcast dreht sich um alles rund ums Investieren in Aktien: von den wirtschaftlichen Zusammenhängen, die die Börse bewegen, über die psychologischen Faktoren, die Anleger oft bremsen, bis zu den Strategien, mit denen Sie langfristig erfolgreich investieren können. Hier geht es um Börsenwissen, Fehlervermeidung und die Mechanismen, die Kurse wirklich antreiben – nicht um schnelle Tipps. Denn Tipps sind vergänglich, Know-how bleibt! ⸻

AI has been slowly making its way into our everyday lives - and for a lot of people, that includes their finances. And we get it. Who wouldn't want to have affordable, personalised answers to some of the more complicated questions in the world of finance and investing? But is AI something everyday investors should be using? That's what we'll be talking about today. ---⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to feel confident investing from the UK?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Now, I know that it's not easy to start investing with confidence.We both made mistakes at the start of our investing journeys that cost us thousands of pounds.This is why we poured all the knowledge accumulated over the years into creating the 6-week investing roadmap that we wish we had at the start.We've already helped over 3,000 people feel confident with their investments.

On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market's demand problem, how the AI spending boom is reshaping both stocks and corporate credit, and whether weakening market breadth is finally flashing a warning sign. This episode is sponsored by Betterment. Get started at https://www.betterment.com/advisors Please take our 2026 audience survey ⁠HERE⁠. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Minnesota Twins leaders assure urgency and investments this offseason! Twins owner Tom Pohlad, GM Jeremy Zoll and manager Derek Shelton addressed the media on Tuesday; Updates on the Twins plans this offseason; Twins injury updates and more on the SKOR North Twins Show.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Be honest with me for a second. If someone asked you right now what your retirement plan is, what would you say? If your gut answer is "Well, I'll sell the business someday," you're in good company. Most of us entrepreneurs are so locked in on the vision that the money side gets pushed to "later." I get it. Some days I just want to keep serving people and not even look at my bank account. But here's the truth that hit me hard in this conversation. Hoping isn't a plan. And no one's coming to save you.In this episode of The Happy Hustle Podcast, I sit down with my friend Dustin Bezalel, and man, this one's packed with money wisdom we never got taught in school. Dustin and I actually met at my brother-in-law Nick Hernandez's 40th birthday party, and within minutes I knew this guy gets it. He's a husband, a father of three, a man of faith, and someone who's genuinely crushing it both personally and professionally.Dustin is the president and founder of Creative Financial Network, an independent financial, risk, and wealth management firm based in Fort Lauderdale, Florida. What I love about his story is that finance wasn't his first love. Food was. He's got a culinary arts degree and spent years working high end hotel catering, pulling 17 hour days without seeing the financial reward. So about 21 years ago he made the leap into financial services and never looked back. Today his firm has close to a thousand agents and advisors, and his mission is simple. Help people win at home and win in business. A lot of his drive comes from watching his mom work so hard to raise him and his brother through financial struggle. Instead of letting that become an excuse, he turned it into fuel.This episode matters because so many high performers are quietly struggling behind the scenes. The social media highlight reel looks great, but the finances tell a different story. Dustin sees it all the time with successful CEOs who close the door and admit they haven't prepared at all. This conversation gives you a clear, honest starting point, whether you're just figuring out the money game or ready to play it at a higher level.The first big lesson is that procrastination is the real enemy. Dustin shared a stat that stopped me in my tracks. About 85% of business owners won't be able to retire if they can't sell their business. That's a massive gamble to make with your future. His fix is refreshingly simple. Pay yourself first, just like you pay your rent, your electric bill, or your team. When you do that consistently, compound interest starts working for you instead of you working for everyone else's wealth.The second lesson is to diversify in three ways, not just one. Most people only think about diversifying investments, but Dustin breaks it into risk, tax, and liquidity. Risk means making sure a market drop doesn't wipe you out, especially as you get closer to your later working years. Tax means thinking about when you pay taxes, not just how much, using tools like a mega backdoor Roth or permanent life insurance so your growth isn't taxed later. Liquidity means having money you can actually access now for opportunities or emergencies. And when it comes to an emergency fund, Dustin goes more conservative than most. He likes six to twelve months of expenses. Plan for the worst and hope for the best, not the other way around.The third lesson is knowing your four protectors based on your stage of life. If you're under 50, Dustin says you want life insurance so your family is taken care of, disability coverage so income keeps flowing if you can't work, a plan for your kids' college if they choose that path, and a retirement plan where you're saving around 10% of your earnings. If you're 50 or older, the focus shifts to preserving your capital, creating guaranteed household income for life, planning for long term care, and deciding what kind of legacy you want to leave. I loved how clear and practical this was.The fourth lesson is that strategy beats emotion every single time. Dustin calls himself a financial psychologist for his clients, and honestly that made so much sense to me. Entrepreneurs are emotional people. When times are tough, we panic. When times are great, we're tempted to buy a shiny toy that doesn't make us a dime. Dustin talked about how taxi companies never saw Uber and Lyft coming, which is exactly why you can't bet everything on one business. His firm doesn't do day trading or chase get rich quick ideas. It's about building a strategy that fits your season of life, revisiting it regularly, and sticking with it. Like losing weight, it comes down to consistent diet and exercise, not shortcuts.The fifth lesson is to water every plant, every day. This one really landed for me because I burned out as a tech entrepreneur by letting everything except work die off. Dustin waters three plants daily. His family, his business, and himself. Every Sunday he meal preps for the whole family, reviews his finances, and looks back at his week while planning the next one. He works out at least five days a week, prays every morning, and carves out weekly time with his wife. He also shared a line I won't forget. His family needs his presence, not just his presents.We also dive into the great life insurance debate, why calling it a scam misses the point entirely, and how entrepreneurs who don't take a big salary can still protect themselves when traditional disability coverage falls short. We chat about why real estate in Florida is tougher right now, Dustin's take on keeping crypto to a small position, and a super fun rapid fire round where you'll find out his favorite movie and the book that really stuck with him.What I appreciate most about Dustin is that he lives what he teaches. He's humble, he's disciplined, and he genuinely wants the people around him to win. His rallying cry says it all. Have a plan, do everything at 110% or don't do it at all, and remember that today is a gift. That's why it's called the present.If you're ready to stop putting off your financial future and start building a plan that actually protects your family, your business, and your peace of mind, this episode is for you.Listen to the full episode now at https://happyhustle.com/podcast and let me know what hit home for you.What does Happy Hustlin' mean to you?Dustin said that hustlin' look at as going 110% and watering every plant in life. And happy means enjoy every moment of doing it. Whether it's struggle, embrace it. If it's easy, embrace it for the moment. Life is too short. So do it with a smile, but do it with 110%.Connect with Dustinhttps://www.facebook.com/dustin.bezalelhttps://www.instagram.com/cfnsfl/https://www.youtube.com/@creativefinancialnetworkhttps://www.linkedin.com/in/dustin-bezalel-90ab1156/?skipRedirect=trueFind Dustin on this website: https://www.cfnsfl.com/Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.tiktok.com/@caryjackhttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featuredGet a copy of his new book, https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:KilnYour environment shapes your energy and your results. That's why we're proud to partner with Kiln, a premium workspace experience designed to help you work smarter, connect with amazing people, and elevate your lifestyle. From co-working and private offices to meeting rooms and event spaces, Kiln (https://kiln.com/) has everything you need to thrive. Mention "Happy Hustle" for a special hookup!If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers.This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at https://www.bioptimizers.com/happy and use code HAPPY10 for 10% OFF.My Green MattressIf you've been waking up with back pain, feeling stiff, or just not getting that deep, quality sleep. This might be what you're missing: My Green Mattress.It's made with clean, non-toxic, and eco-friendly materials, so you're not just sleeping better, you're sleeping healthier too. The comfort and support are on another level, and you can really feel the difference night after night.If you're ready to invest in better sleep and better recovery, check it out at https://thehappyhustle.com/mygreenmattressOzlo SleepIf you've been struggling to fall asleep, stay asleep, or just wake up feeling actually rested, let me put you on to something that's been a total game-changer: Ozlo Sleep.These aren't your typical sleep buds. They're designed to block out noise and help your brain fully relax, so you can drift off faster and stay in deep, uninterrupted sleep. Perfect if you're a light sleeper or just want that next-level rest.If you're ready to upgrade your sleep and wake up feeling recharged, check out https://ozlosleep.com and save $80 OFF using code HAPPY.

Minnesota Twins leaders assure urgency and investments this offseason! Twins owner Tom Pohlad, GM Jeremy Zoll and manager Derek Shelton addressed the media on Tuesday; Updates on the Twins plans this offseason; Twins injury updates and more on the SKOR North Twins Show.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial analyst and Miles Franklin President Andy Schectman rejoins the Financial Review to examine the lesser-known economic developments unfolding worldwide that will ultimately affect us all.  We discuss Europe's growing instability, soaring energy prices, the intensifying price crunch across Asia, and the forces driving these conditions.  We also examine the key economic and social indicators pointing toward an increased likelihood of civil unrest around the world. We discuss what these warning signs mean and the practical steps you can take to protect yourself and your family from growing economic and social instability.Sign up for the Newsletter and see exclusives now located at WestallMedia.com or still at SarahWestall.substack.com

A packed week of data begins after the open with the job openings report, followed by PCE prices tomorrow. Nonfarm payrolls looms Friday. Yields hit new 19-year highs Monday.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.Investing involves risk, including, for some products, more than your initial investment.Past performance is no guarantee of future results.Supporting documentation for any claims or statistical information is available upon request.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Schwab does not recommend the use of technical analysis as a sole means of investment research.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if becoming rich and becoming wealthy are two completely different things?In this episode of Grow With Papa, Papa Quainoo sits down with financial advisor Andy Ferguson, CFP®, for a powerful conversation about faith, money, stewardship, generosity, legacy, and the pursuit of an abundant life.Andy explains why money can be an incredible tool but a terrible master, how Christians can think about ambition and wealth, and why endless accumulation rarely leads to fulfillment.They also discuss estate planning, generational wealth, generosity, how to choose a financial advisor, why Andy prefers to understand a client's story before looking at their financial documents, and whether AI can ever replace the human side of financial advice.The bigger question behind the conversation:Are you using money to build a meaningful life—or building your life around money?Disclaimer: The content provided in this episode is for educational purposes only. It is not intended as, and shall not be construed as, financial or investment advice. Any strategies, tips, or information shared in this episode are solely for the purpose of general knowledge and discussion. Listeners are encouraged to consult with qualified financial professionals and conduct their own research before making any financial decisions. The hosts and guests do not assume any responsibility or liability for the accuracy, completeness, or suitability of the information presented. Investments involve risk, and past performance is not indicative of future results. Listeners should exercise caution and discretion when considering any financial actions, and their personal circumstances and goals should always be taken into account.

On this episode of the Insurance Coffee House, Nick Hoadley is joined by Robert Salamon, Co-Founder and Managing Partner, and Anthony Recine, Managing Director, Investments, at BHMS Investments, a Connecticut-based private investment firm focused on the North American lower middle market.Robert explains how BHMS has evolved since he co-founded the firm in 2010. While its team and investment capacity have grown, the firm has maintained a concentrated, high-conviction approach centred on service-oriented businesses, active partnerships with management teams and the conservative use of leverage.Anthony reflects on joining BHMS in 2016 as the firm prepared to raise its first institutional fund. He discusses how the firm's experience and resources have developed while its approach to selecting investments, constructing its funds and working with management teams has remained consistent.The conversation explores how insurance became a significant area of focus for BHMS. Robert explains why insurance brokerage initially stood out as an attractive investment opportunity, with strong customer retention, recurring revenue, clear value across the supply chain and significant scope for consolidation.BHMS made its first insurance brokerage investment in 2011 and continued building experience through investments including The Hilb Group, PCF Insurance Services, Inszone Insurance Services and King Risk Partners. Over time, the firm's understanding of the wider insurance ecosystem led it into insurance business process outsourcing, MGAs and technology-enabled insurance platforms.Nick, Robert and Anthony discuss how BHMS has refined its investment strategy as competition and capital entering the insurance sector have increased. Robert explains why the firm does not simply follow the areas attracting the most private equity interest. Instead, it looks for opportunities where its existing knowledge can provide an advantage and where there remains a clear, executable path to value creation.They also examine how BHMS's approach to insurance brokerage has developed from traditional aggregation strategies towards more integrated operating models. Robert explains why integration can allow a business to pursue smaller acquisition targets, access a more fragmented part of the market and reduce its reliance on sellers remaining with the organisation over the long term.Anthony discusses what BHMS looks for in prospective management partners. Alongside an attractive industry and a credible investment plan, the firm considers trustworthiness, work ethic, ambition and alignment. For acquisition-led brokerage strategies, management teams must also understand the commitment involved in completing transactions and building a much larger organisation.The conversation considers how evaluating an MGA differs from evaluating a retail brokerage. Anthony explains the importance of understanding why the MGA exists, what gives it a distinct understanding of the risks it underwrites, the size of its addressable market and whether its operating model can remain defensible as larger competitors enter the sector.Nick and Anthony then discuss what BHMS contributes beyond investment capital. As the first institutional investor in many of its portfolio companies, the firm may initially operate as an outsourced M&A resource before helping the organisation establish its own acquisition capabilities.However, completing acquisitions is only one part of the work. Anthony explains how BHMS supports management teams as they bring separate businesses into a more cohesive organisation. This can include developing accounting, payroll and benefits infrastructure, consolidating carrier relationships, implementing an enterprise-wide CRM, standardising processes and workflows, improving reporting and introducing consistent technology and training.The discussion also explores the challenges that emerge at different stages of growth. New platforms must first establish credibility and demonstrate that they can complete and integrate acquisitions successfully. As the business grows, it must recruit leaders capable of operating at a larger scale while managing the cultural and organisational impact of bringing multiple businesses and teams together.Anthony explains why people, culture and change management are central to building a successful insurance platform. The organisation needs people with the technical ability to develop its systems and processes, as well as the emotional intelligence required to work effectively through a period of significant change.The conversation then turns to BHMS's investment in Boost Insurance. Robert and Anthony explain how Boost supports insurance programmes across areas including capacity, regulatory requirements, policy administration and data. They discuss how its technology helps brokers, MGAs and other distribution partners launch and manage programmes more efficiently while providing reinsurers with timely and detailed information.Nick, Robert and Anthony also consider the role of technology across insurance distribution. They discuss why technology is more likely to strengthen the work of brokers and advisers than remove the need for them, particularly in commercial insurance where clients continue to value specialist guidance, coverage advice and support during a claim.Robert explains why integrated insurance businesses may be particularly well positioned to benefit from new technology. Consistent data, standardised workflows and shared systems make it easier to introduce tools that improve both customer-facing services and operational efficiency.The episode closes with Robert and Anthony addressing common misunderstandings between private equity firms and insurance executives. Robert explains that a private equity investment does not always require an exit after a predetermined number of years and discusses BHMS's approach to finding a suitable future partner with the involvement of the management team.Anthony reflects on what investors can underestimate about insurance. He explains why insurance businesses cannot be assessed purely through systems, processes and financial performance: their greatest assets are their people. Investors must also understand the differences between specific geographies, products and customer segments, as these can expose a business to risks that are not immediately apparent from the broader stability of the insurance market.Learn more about Robert Salamon and his work at BHMS Investments, or connect with Robert on LinkedIn.Connect with Anthony Recine on LinkedIn to follow his work across insurance investment, transactions and portfolio development.Learn more about BHMS Investments.The Insurance Coffee House Podcast is brought to you by Insurance Search.We are a global Insurance Executive Search Consultancy, supporting Insurance and Insurtech businesses to attract and retain the very best insurance talent.Find out more about showcasing your employer brand as a guest on the Insurance Coffee House Podcast or sign up to our News and Insights.Or follow us on LinkedIn, Twitter or Instagram.Insurance Executive Search Consultants in USA, London and Bermuda.Copyright Insurance Search 2025 - All Rights Reserved.

Send us Fan MailIf money is not a major consideration, then the “Why” of what someone does in retirement becomes much more important. I want to answer the question of “Why” because the answers will hopefully provide listeners with a basis for consideration. If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

In this episode of the Rainmaker Podcast, Gui Costin sits down with Michael O'Shea, Director and Head of Private Wealth Solutions at Origin Investments, for a wide-ranging conversation about systems, discipline, and what it actually takes to build a durable capital-raising career. Michael's path into the business started almost by accident nearly two decades ago, when curiosity about what a REIT and a Series 7 actually were pulled him into calling on advisors and raising capital for niche, tax-advantaged real estate deals. That early curiosity turned into a genuine passion for investing, which he later formalized by going back to school for an MBA in real estate finance and earning his CFA charter, a credential he says fundamentally sharpened how he talks about markets and builds trust with advisors.Michael shares the origin story behind Origin Investments itself: a Chicago-based real estate manager founded by two former Mercantile Exchange traders, Michael Episcope and David Scherer, who built significant personal wealth trading before computers pushed traders out of the pits. Rather than keep taking on trading risk, they built Origin to invest more transparently and with better alignment than what they'd experienced themselves as investors. Nineteen years later, the firm manages $5 billion in assets, supports more than 5,000 investment partners, and now partners with 165 RIAs, all distributed through a lean, fully RIA-and-family-office-focused team of five reps plus Michael and a sales enablement associate.A major thread of the conversation is Michael's belief that systems, not goals, drive consistent fundraising results. He leans on an Olympics analogy: the goal is gold, but it's the underlying training system that actually gets an athlete there. Applied to sales, that means knowing exactly who you're calling on, mastering your product, and building weekly, monthly, and quarterly cadences with real process improvement baked in. That same discipline extends to pipeline management. Michael reviews his team's pipeline every week specifically to catch staleness or inflated deal sizes, a philosophy Gui strongly echoes: the best salespeople who raise the most money are the ones who keep the tightest, most accurate pipelines, especially when no one else is watching.The two also dig into how technology has changed the day-to-day of fundraising. Michael describes Salesforce as his daily "cockpit," now supercharged by AI tools that transcribe calls and voice memos directly into call notes and tasks, removing much of the friction and dread that used to come with logging activity. Gui ties this back to his own hard rule at Dakota: if it's not in Salesforce, it didn't happen, because that documentation is exactly what a sales rep's salary is paying for.On leadership, Michael describes himself as a coach who removes roadblocks and filters out noise for his team, while holding a firm, non-negotiable line on entering call notes. His advice to young fundraisers centers on continuous self-investment, learning AI tools, coding, and new skills, so they're preparing not just to be a great analyst, but eventually a great CEO. He closes by naming his current challenge: a capital markets backdrop where the 10-year Treasury and cap rates aren't behaving as expected, making long-term, illiquid asset classes like real estate a harder sell in the near term.Disclaimer: All Origin Investments statistics referenced herein — including assets under management, investor count, RIA partner relationships, and any projections, targets, or track-record figures — are as of September 1, 2026, are derived from Origin's internal records, and are unaudited. These figures are subject to change and are not indicative of future results.

On this episode of Live From the Compound, Michael Batnick is joined by Eric Hirsch, CEO of Hamilton Lane, to discuss the state of private markets, why private equity is more correlated with public markets than investors may think, and what separates the best private market managers from the rest. They get into the rise of private credit, concerns around defaults and investor redemptions, the growing role of individual investors, why manager selection and portfolio construction matter so much, the booming secondaries market and controversy around day-one markups, plus why Hirsch believes private markets will continue to play a bigger role in investor portfolios. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Please enjoy my monologue Trend Following Re-education with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive. --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

Today, I'm joined by Kate Ryder, founder & CEO of Maven Clinic.   The largest virtual provider for women's and family health, Maven Clinic covers 28M members and 2.5K+ employers across fertility, maternity, pediatrics, and menopause benefits.   In this episode, we discuss building at the intersection of clinical quality and technology.   We also cover:   Using AI to triage care Maven's direct-to-consumer expansion How consumer demand is driving the women's health category   Subscribe to the podcast → insider.fitt.co/podcast  Subscribe to our newsletter → insider.fitt.co/subscribe  Follow us on LinkedIn → linkedin.com/company/fittinsider    Maven's Website: www.mavenclinic.com  Instagram: https://www.instagram.com/mavenclinic/  The Fitt Insider Podcast is brought to you by EGYM. Visit EGYM.com to learn more about its smart fitness ecosystem for fitness and health facilities.   Fitt Talent: https://talent.fitt.co/  Consulting: https://consulting.fitt.co/  Investments: https://capital.fitt.co/    Chapters: (00:00) Introduction (01:21) Kate background and Maven overview (04:04) Broadening from pregnancy to full care (05:46) Following members, not predicting needs (09:18) Data as product and personalization (10:41) Quantifying health outcomes (11:14) Maven Assistant philosophy (12:00) AI's role in healthcare (15:49) Patient trust and behavior change (17:28) Building with AI at organizational level (19:38) Why DTC expansion now (22:36) Women's health as just health (26:21) Employer contracts and risk models (27:47) Long-term roadmap vision (28:20) Staying at intersection of care and tech (30:28) Peptides and evidence-based approach (32:13) Where to find Maven (32:45) Conclusion

Find me on Substack!My guest today is Peter Lazaroff, CFA, CFP®—the Chief Investment Officer of the $10-billion-plus RIA Plancorp, chair of its investment committee, host of The Long-Term Investor, and author of Making Money Simple, and a new book The Perfect Portfolio, whose central message is that the best portfolio is not the historical winner but the one tailored to an investor's goals, capacity for risk, and ability to stay disciplined.Peter Lazaroff's first stock arrived on his twelfth birthday: a single share of Nike from his grandmother. He was disappointed until a one-dollar dividend check showed up in the mail. "I didn't even have to work for this," he recalls, and he was hooked. Today, as CIO overseeing more than $10 billion and author of The Perfect Portfolio, he argues that the best portfolio isn't the historical winner but the one built for your life.He opens his book with a steak dinner, burned on a cheap grill in the backyard of his first home, because the perfect portfolio, like the perfect meal, is personal. He tells the story of a client whose blue chip stocks and mutual funds were chosen to impress others rather than to fund his goals. A portfolio, Peter says, is "a piece of their identity," and it changes over a lifetime as your human capital, balance sheet, and heirs come into view.On market timing, he reminds us that "You do have to be right twice," and that taxes can turn a bad call into a "permanent bear market." Rather than predicting declines, plan on them. He explains exposure therapy for investors, why narratives scare us more than percentages, and why our instinct to run from the rustle in the bushes makes beating the market so hard.Peter reveals his own guardrail, "It's to not do it yourself," shares why bond indexes lend the most to the most indebted, and makes the case for goals-based benchmarks: "am I still on track?" He closes with a controversial plea to read twenty minutes a day, and with the idea at the heart of his book: the perfect portfolio is the one you can stick with.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.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.

There's a tug-of-war between movement on the geopolitical front and a feast of U.S. data this week, culminating in Friday's jobs report. Oil and yields could set the tone.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.Investing involves risk, including, for some products, more than your initial investment.Past performance is no guarantee of future results.Supporting documentation for any claims or statistical information is available upon request.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Schwab does not recommend the use of technical analysis as a sole means of investment research.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Please enjoy my monologue Trend Following Re-education with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive. --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

Why do investors sell investments that have gone up while holding onto investments that have fallen? Shani and Mark explore the psychology of loss aversion and how it can lead investors into two very different but equally costly mistakes.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

All time high's set on the S&P 500 and Nasdaq, we tell you why.  We take a look at resurging AI Stocks and top Quantum Computing stocks and ETFs.  We also introduce you to "specialty" ETFs in Microcaps and a stock ETF expected to continue to do well under rising interest rates.

On episode 261 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Jonathan Boyar of Boyar Asset Management to discuss why stock picking has gotten so difficult, the dangers of buy-and-hold investing, market concentration, AI-driven stock selloffs, and where value investors are finding opportunities today. They get into Uber, Broadridge, Booking Holdings and Airbnb, Pool Corp, Burger King, Comcast, MGM and the casino business, the pressure on sports betting stocks, plus why seemingly great companies can still be terrible investments at the wrong valuation. This episode is sponsored by: Grayscale and Federated Hermes. To learn more, visit https://www.grayscale.com/ Explore their full ETF lineup at ⁠https://federatedhermes.com/ Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Grayscale Disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com  Federated Hermes Disclosure: ETFs are subject to risk and may lose value. Federated Securities Corp., Distributor. Before investing, carefully consider the fund's investment objectives, risks, charges, and expenses. Read this and more information in the prospectus or summary prospectus available at FederatedHermes.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover what the Ultra Wealthy are doing with their investments. How the wealthiest are investing while worried about interest rates, market volatility and geopolitical uncertainty. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)  

Key Takeaways: Use Assets Wisely: Borrowing against valuable assets instead of selling them can provide access to cash while potentially reducing taxes and keeping the asset invested. Use Tax Strategies: Depreciation and cost segregation can create tax deductions that may lower taxable income while the business continues to generate real cash flow. Manage Risk Carefully: Have a clear risk management plan to make sure borrowing stays under control and the business can handle financial downturns. Think Long Term: Tax strategies such as depreciation should fit into your larger financial plan, especially when considering future taxes when assets are sold. Work With Professionals: Experienced CPAs and financial advisors can help identify legal tax strategies, manage assets, and build a long-term wealth plan. Chapters: Timestamp Summary   0:00 Managing Tax Bills and Assets  2:09 Midwest Sayings and Energy Discussions 2:35 Tax Efficiency of Security Backed Lines of Credit 4:44 Understanding Depreciation and Cost Segregation in Real Estate 6:47 Tax Implications of Depreciating Assets and Capital Gains 7:28 Discussing Financial Strategies and Long-Term Goals Powered by ReiffMartin CPA and 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.

This week on Digital Currents, we examine Bitcoin's continued rally despite persistent regulatory uncertainty and discuss what the market may be signaling as legislative efforts to provide digital asset clarity continue to stall. We also explore emerging risks within the AI infrastructure boom, including customer concentration concerns highlighted by Nscale'a IPO and growing resistance to large-scale data center development, most recently affecting Oracle. We review Alibaba's ambitious full-stack AI strategy spanning chips, models, cloud infrastructure, and AI agents, and consider what it reveals about the intensifying global competition for AI leadership. In the Chart of the Week, we highlight the extraordinary concentration of value creation in today's technology markets, examining how just three companies (Open AI, Anthropic and Space X) are now worth more than the cumulative value generated by approximately 45 years of tech IPOs.    Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Investors are watching Trump's meeting with Xi, checking for fresh reports of Middle East progress, and keeping a close eye on Treasury yields. Consumer sentiment looms.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.For illustrative purpose(s) only.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Schwab does not recommend the use of technical analysis as a sole means of investment research.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Description:In this Market Week in Review (MWIR), Russell Investments' Co-Head of Global Fixed Income Riti Samanta examines what the AI investment boom means for bond markets, including its potential impact on real interest rates, U.S. Treasury yields and corporate credit. Key takeaways:- Treasury yields rise amid shifting views on policy, inflation and growth- AI investment may lift real rates, but Treasury crowding-out evidence remains limited- Strong fundamentals and demand support rising AI-related credit issuance Questions answered:What does the AI investment boom mean for bond markets?AI investment is increasing financing needs across the economy and may contribute to higher real interest rates. It is also generating significant issuance across investment-grade, high-yield and securitized credit markets. Is AI investment pushing U.S. Treasury yields higher?AI investment may be contributing to higher real rates through increased demand for labor, energy, equipment, construction and capital. However, there is currently limited evidence that AI-related corporate borrowing is directly crowding out demand for U.S. Treasuries. Why haven't credit spreads widened despite higher issuance?Much of the AI-related issuance has come from large, highly rated technology companies with strong profitability, interest coverage and balance sheets. Robust investor demand for investment-grade credit has also helped absorb the additional supply. How is the AI buildout being financed beyond corporate bonds?Data centers and other AI infrastructure are increasingly tapping high-yield and securitized markets, including asset-backed securities and commercial mortgage-backed securities. These markets could play a growing role in financing the broader AI buildout. Explore more Market Week in Review:Market Week In Review Subscribe to Russell Investments for weekly market insights:https://www.linkedin.com/newsletters/market-week-in-review-7392305653110960128/#MarketWeekInReview #ArtificialIntelligence #BondYields #FixedIncome #treasuries DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2026. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-13022Date of First use: September, 2026

What does it take for women to thrive and lead in the collision repair industry?In this episode, Matt DiFrancesco and Hannah Chalker sit down with Laura Kottschade, COO of Jerry's Abra Auto Body & Glass and Chair of the Women's Industry Network (WIN), and Kristle Bollans, longtime collision industry executive and WIN Industry Relations Chair, to discuss how the role of women in the industry is evolving.They explore the importance of mentorship, community, leadership, education, and creating opportunities for women in traditionally male-dominated roles. Laura and Kristle also share what they wish they had known earlier about career development, long-term financial planning, and staying ahead in an industry that is constantly changing.This conversation offers valuable insights for women and men working to build a stronger, more inclusive collision repair industry.They also talk about:(02:18) How women are changing the collision repair industry(06:35) What WIN offers women in collision repair(06:51) Finding your tribe: Why community matters(08:11) How connection and support help women thrive(11:01) Key financial planning considerations for women in collision repair(16:22) Why planning ahead can change your future(17:57) What men need to understand about women in collision(18:13) Women want a seat at the table, not world domination(19:24) Why advocacy and support matter for women in collision(23:03) How different perspectives build stronger teams Connect with Laura KottschadeLinkedIn: https://www.linkedin.com/in/laura-kottschade-47734512a/Connect with Kristle BollansLinkedIn: https://www.linkedin.com/in/kbollans/Women's Industry Network (WIN) Upcoming EventsWIN has several opportunities coming up for collision repair professionals, including a September 29 meetup at the CIECA Conference, a presence at the Rivian Conference in October, the annual WIN meetup at SEMA, and a hands-on 3M training class November 10–12 covering estimating, insurance communication, welding, structural repairs, and more. Ready to connect, learn, and grow with other industry professionals? Visit WIN to learn more and register for upcoming events: https://thewomensindustrynetwork.site-ym.com/Connect with Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialYouTube: @highliftfinancialConnect with Hannah Chalker:Website:https://highliftfinancial.com/Email: hannah@highliftfin.comAbout the guests:Laura Kottschade is the COO of Jerry's Abra Auto Body & Glass and serves as Chair of the Women's Industry Network (WIN). With deep roots in the collision repair industry, Laura is passionate about supporting the next generation of industry professionals, advancing opportunities for women, and promoting education, leadership, and professional development.Kristle Bollans is a longtime collision industry executive who serves as WIN's Industry Relations Chair and is a trustee with the Collision Repair Education Foundation. Through her industry involvement, Kristle advocates for greater connection, diversity, and collaboration while helping create opportunities for professionals across the collision repair industry.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

Treasury yields moved sharply higher, creating new headwinds for equities and driving rotation beneath the market's surface. The team examines how elevated diesel and oil prices could sustain inflation, complicate the Fed's policy path and increase the risk of a policy error. With yields offering more competition for investor capital, portfolios may benefit from reassessing risk-asset exposure and considering opportunities in fixed income. Investors should continue monitoring energy prices, geopolitical developments, Treasury volatility and upcoming FOMC decisions. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities Time02:12 — Rising Treasury yields create headwinds for equities06:44 — Policy discussions and geopolitical risks remain in focus09:22 — Investors may consider rebalancing risk-asset exposure11:09 — Treasury yields reach multidecade highs18:27 — Closing perspective and investor considerations Additional ResourcesRegister Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your PortfolioRead: Key Questions: Is Kevin Warsh having an “Alan Greenspan Moment?" Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

U.S. and Chinese leaders meet today to discuss trade and oil, but the dramatic rally in yields this week may overshadow the event. Costco reports later, and new home sales are due.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.Investing involves risk, including, for some products, more than your initial investment.Past performance is no guarantee of future results.Supporting documentation for any claims or statistical information is available upon request.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Schwab does not recommend the use of technical analysis as a sole means of investment research.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you treating your retirement strategy like a game of roulette—hoping a lucky gamble on crypto, real estate, or a private equity deal will fund your future?In this episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman explore why relying on speculative "cute investing schemes" is a dangerous gamble for practice owners. They reveal why 75% of dentists dramatically undershoot the money required to maintain their lifestyle in retirement, and discuss how taking a disciplined, comprehensive approach acts as an ultimate "retirement insurance policy."Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Rory McGowan sits down with Laurence Chard, somebody who's spent over 60 years in the gold bullion business, about the lack of people investing and gives some examples of how gold has kept its value over time.This podcast is for general information purposes only and does not provide investment advice. Investments in physical bullion products are not regulated by the Financial Conduct Authority, and are not covered by the Financial Services Compensation Scheme or the Financial Ombudsman Service. The value of your investment can go down as well as up and past performance is not indicative of future results.

Every week, without exception, Richard and his team at Plan First Wealth review British expat's US tax returns and find something missing. Not occasionally, but every single time.   In this week's episode of Ask an Expert, Richard lays out the three mistakes he sees most often after 11 years working with British expatriates across America, and why even people who actively follow this content still fall into them.  Richard, Chartered Financial Planner and founder of Plan First Wealth, breaks down the three mistakes he sees over and over again.  The first is missing informational returns, forms like FBAR, 8938, 8621, and 3520. Skip these and the penalties don't just sit there, they stack up, compound, and in some cases stay on the table indefinitely.  The second is PFICs (Passive Foreign Investment Company). This is the tax hit that comes from holding non-US investments like ISAs, unit trusts, or offshore bonds. The IRS looks straight through these accounts, and what was once a tax-efficient wrapper can end up taxed at the highest possible rate, with interest added for every year it goes unresolved.  The third is simply waiting too long. Many expats leave UK pensions, ISAs, and other legacy assets untouched for 10, 15, even 20 years. By the time retirement forces the issue, what could have been a manageable problem has grown into something far more expensive.  Richard also flags two emerging risks worth watching. First, expats turning to generative AI tools like ChatGPT and Facebook groups for tax guidance, and getting advice that's confidently wrong, and second, the currency exposure that comes from holding too much retirement wealth in pounds when you're planning to retire in dollars.  This episode is for anyone with a connection to the UK, whether that's pensions, investments, or family who might one day pass on assets, who wants to know if they're one of the many people currently carrying risk they don't know about. As Richard puts it, the goal isn't to fear-monger, it's to get ahead of it, deal with it, and move on.  --  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.  https://planfirstwealth.com/  --  Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.    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. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. 

On episode 483, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠ discuss: the interconnected hyperscalers, AI's risk to the economy, the chart of the year, Nvidia's valuation, Meta's personal assistant, $186 trillion in household wealth, 10 year return projections, the case for owning bonds, why the Fed raised rates, Bitcoin's comeback, fixing the housing crisis is harder than it sounds, the best movie of the 1980s and more. This episode is sponsored by Nuveen. Visit https://www.nuveen.com/positioning to learn more and to sign up for a custom portfolio analysis. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us On Social Media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nuveen Disclosure: Investing involves risk. Principal loss is possible. Private market investments may not be suitable for all investors. Nuveen does not provide tax advice. Diversification does not ensure profit or protect against loss. Learn more about your ad choices. Visit megaphone.fm/adchoices

You've got a capital gain and 180 days to invest it. But where do you actually find an Opportunity Zone investment? Today, we'll tour the OZ Investment Marketplace at OpportunityZones.com, showing how investors and advisors can browse and filter OZ investments in one place. Visit the OZ Investment Marketplace: https://opportunityzones.com/marketplace/

Key Takeaways: Think Like a Family Office: A family office is a central system for managing money, investments, assets, and financial decisions. You do not have to be wealthy to use this approach. Turn Income Into Seed Money: Instead of using all your income for spending, treat some of it as seed money that can be invested to build long-term wealth. Manage Family Finances Like a Business: Track your assets, cash flow, investments, and expenses carefully. A clear system makes it easier to make smart financial decisions. Protect Your Core Assets: Focus on keeping your most valuable assets intact. When appropriate, you can use those assets to access capital instead of selling them to pay for expenses. Teach the Next Generation: Include children and other family members in age-appropriate financial conversations. Teaching them how money works can help them become responsible stewards of family wealth.   Chapters: Timestamp Summary 4:49 Economic Power, Infrastructure Choke Points, and Technology's Role 8:41 Evolution of Money Through Agrarian, Industrial, and Digital Eras 13:05 The Shift of Power to Individuals and AI Agents 14:26 The Role of Bitcoin and Stablecoins in the Autonomous Era 20:02 AI Agents and Tokenized Finance Revolutionizing the Digital Economy 25:32 Harnessing Creativity Through Structure and AI in Modern Economy 28:45 Anchoring Investments in Bitcoin and Gold for Stability 30:12 Harnessing AI and Somatic Grounding for Personal and Professional Growth   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.

Legendary economist Martin Armstrong returns to the program to discuss the bigger picture revealed by the movement of capital around the world.People often speak louder through where they invest than through what they say, and Armstrong explains how capital flows can reveal almost everything you want to know—from countries' true policy intentions and which markets are likely to rise or fall, to where geopolitical tensions may ultimately erupt into war.Armstrong also connects his latest findings to recent headlines, examining what Scott Bessent's recent actions may signal and how developments involving Ukraine, Iran, China and Russia fit into the broader global picture. When you follow the movement of money rather than the rhetoric, patterns begin to emerge. The future becomes much clearer when you follow the flow of capital.See more from Martin Armstrong at https://MartinArmstrongEconomics.com

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Meta's massive rally following the launch of Muse and what it could mean for the AI trade and chip stocks. They also break down weak market breadth near all-time highs, debate Netflix's brutal drawdown and the bull and bear cases for the stock, look at why buy-and-hold is so difficult for individual stocks, make the case for locking in 5% Treasury yields, Warren Buffett's legacy, ARKK, Snowflake, and much more. This episode is sponsored by DBMF, the world's largest managed futures ETF. Discover why DBMF's liquid, uncorrelated, managed futures strategy could be what your Alts allocation is missing at www.dbmf.com/WAYT Please take our 2026 audience survey ⁠HERE⁠. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ DBMF Disclosure: The iMGP DBi Managed Futures Strategy ETF's investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting ⁠www.imgp.com⁠. The Fund is distributed by ALPS Distributors, Inc. DBMF is the world's largest managed futures ETF as of July 31, 2026 with $4.16 billion AUM. Learn more about your ad choices. Visit megaphone.fm/adchoices

Private investment or stock market – what's the difference, and what are you really risking? How much due diligence should you do before investing your money? What are the red flags that should make you walk away from an investment? If the investment goes bad, who is responsible – you or the people who sold it to you? Host: Ari Wasserman with Rabbi Yonah Reiss – Av Beis Din of the CRC – 11:43 with Rabbi Daniel Rapp – Dayan at the Beis Din of America, Maggid Shiur at RIETS – 41:08 with Michael Eisenberg – General Partner at Aleph venture capital fund – 50:51 Conclusions and Takeaways – 1:06:10 מראי מקומות   

My guest today is James Dailey. He is Chief Executive Officer of DUNN and has responsibilities in the areas of strategic planning, business and product development, client relations and financial reporting.  The topic is Dunn Capital's white paper High Vol Trend Following: Most Valuable Alternative Investment.  In this episode of Trend Following Radio we discuss: Trend following as a true alternative investment Portfolio diversification and non-correlated returns Crisis alpha and equity market dislocations High-volatility trend following and positive skew AI, clean data, and systematic investment research Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!