Podcasts about investments

Please enjoy my monologue Size It Right 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 Michelle Larivee, founder & CEO of WTHN. With five NYC clinics and a recent Ulta Beauty launch, WTHN is modernizing acupuncture — offering personalized TCM treatment plans and tools to address bodily dysfunction at its root. In this episode, we discuss taking ancient healing practices mainstream. We also cover: Ulta and Canyon Ranch partnerships The healthcare-meets-wellness studio model Breaking down barriers like myths, access, and education   Subscribe to the podcast → insider.fitt.co/podcast  Subscribe to our newsletter → insider.fitt.co/subscribe  Follow us on LinkedIn → linkedin.com/company/fittinsider    WTHN's Website: www.wthn.com  Discount Code: FITTINSIDER25 for 25% off products Visit studios in New York or shop products nationwide Michelle's LinkedIn: https://www.linkedin.com/in/michelle-larivee-35640012/  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 (01:17) WTHN's mission (02:02) Personal healing journey (03:35) Why acupuncture is inaccessible (05:30) Barriers to entry (07:00) Progress in New York (08:22) Education as the key (09:21) Following yoga and meditation's path to accessibility (10:32) Omnichannel strategy (12:00) Core of the business (14:15) Physical expansion strategy (15:15) Why New York (16:33) Operational challenges (19:43) Consumer trends (21:00) The original longevity tool (22:15) Healthspan over wellness (23:30) Balancing medical legitimacy with accessibility (24:24) Membership model (26:15) 2026 priorities (27:00) Ulta and Canyon Ranch partnerships (27:30) Corporate wellness and hospitality convergence (29:43) Breaking down barriers between practitioners (30:30) Where to try WTHN (31:32) Conclusion   Keywords: Fitt Insider, Joe Vennare, Michelle Larivee, WTHN, Acupuncture, Traditional Chinese Medicine, Wellness, Longevity, Preventative Healthcare, Pain Management, Fertility, Stress Management, Nervous System, Studio Model, Omnichannel, Corporate Wellness, Health Span, Business, Entrepreneurship, Fitt Insider Podcast  

In today's episode, we take a deep dive into the latest stats on China's surging investments in the Belt-and-Road Initiative countries. Energy investment is up, but we learn that this was both the 'greenest and dirtiest' year for BRI investments ever. Even as China's oil demand stagnates, China's SOEs and construction companies are doing brisk business investing in oil and gas, even as CATL and Jinko Solar find deals and opportunities in Latin America and Africa. Our guest, Christoph Nedopil-Wang, is the director of the Griffith Asia Institute and Professor of Economics. Christoph engages in research related to sustainable finance and business in Asia and the Pacific, and he is particularly interested in the role of China in Asia's sustainable development with extensive engagement in green finance, green energy transition, green metals, climate smart state-owned enterprises (SOEs) and China's Belt and Road Initiative (BRI).  He has numerous publications related to the topic of China's overseas finance and green finance in general, and in particular he is the lead author of the China Belt and Road Initiative (BRI) Investment Report 2025, published by the Griffith Asia Institute in early January 2026, in collaboration with the Green Finance & Development Center (GFDC) of the Fanhai International School of Finance (FISF), in Fudan, China. [Editorial note: a young family member can occasionally be heard in the background.] Questions we address are: Is surging investment a surprise? And why is this happening just as China's domestic economy slows? Why is oil and gas investment surging when domestic demand is so soft? Is Chinese investment in minerals and minerals processing mainly a "scramble for resources" or is it a development opportunity for the recipient countries? Is Africa's growth of 300% a signficant trend change that could continue?  Deal size is up. What ever happened to "small is beautiful"? Expectations for 2026   Further reading: China Belt and Road Initiative (BRI) Investment Report 2025 https://blogs.griffith.edu.au/asiainsights/china-belt-and-road-initiative-bri-investment-report-2025-2/  

On episode 227 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Fundstrat's Tom Lee to discuss: market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and much more! This episode is sponsored by Franklin Templeton.  Learn more at https://franklintempleton.com/muniETFs 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 Franklin Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at https://franklintempleton.com. Please read it carefully. All investments involve risk, including possible loss of principal. An investor may be subject to the federal Alternative Minimum Tax, and state and local taxes may apply.  Franklin Distributors, LLC. Member FINRA/SIPC. 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

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In episode 55 of Wake Up to Wealth, Brandon Brittingham interviews Brian Boyd, a Tax Attorney, as he discusses the importance of understanding tax laws and how they can be used to your advantage, particularly in real estate investments.Tune in to gain valuable insights that can help you change your perspective on wealth and financial literacy. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Brian BoydInstagram: http://instagram.com/briantboyd/?hl=enFacebook: https://www.facebook.com/briantboydesq/YouTube: https://www.youtube.com/@BrianBoydTaxLawyerTikTok: https://www.tiktok.com/@briantboyd WEBSITESBrandon Brittingham: https://www.brandonsbrain.org/home==========================SUPPORT OUR SPONSORS:Rocketly: https://rocketly.ai/Accruity: https://accruity.com/

Find us at www.crisisinvesting.com Doug and Matt Discuss Iran Tensions, Precious Metals Market, and Investment Strategies In this episode, Doug and Matt tackle timely questions from their subscribers, focusing on the escalating tensions with Iran and potential U.S. actions under President Trump. They explore the potential impacts on regional stability and the global economic landscape, including how it might affect oil prices and military strategies. The conversation shifts to the precious metals market, with an emphasis on silver and gold's recent bullish run, investment strategies, and the arbitrage between different markets. Doug and Matt also advice on when to sell and swap precious metals, discuss the impact of industrial demand on prices, and address the importance of a global perspective on investments. 00:00 Introduction and Subscriber Questions 00:14 Potential Conflict with Iran 06:16 Market Reactions and Precious Metals 07:17 Silver Market Dynamics 10:53 Investment Strategies and Market Chaos 20:49 Portfolio Management and Broker Recommendations 25:18 Big Producer and Royalty Names 28:08 Physical Precious Metal Storage 31:24 Financial Newsletters for Investments 35:49 Gold and Silver Market Trends 38:52 Antiquated Metals Pricing in Mining Reports 42:30 Final Thoughts and Future Outlook

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: How some LPs are going ‘beyond the check' to help their GP impact managers survive the fundraising drought; enabling US retail investors to back solar projects in Africa and Latin America (8:05); and, at “He for She,” recognizing men who champion women in asset management (13:40).Check out this week's stories:“Ten ways LPs are going ‘beyond the check' to help impact managers survive the fundraising drought,” by Erik Stein.“Solar projects in Africa and Latin America pay dividends to US retail investors,” by Lucy Ngige.Listen to "Women Changing Finance"The lyrics to Kat Taylor's re-write of "The Times They Are A-Changin'":Come gather around people wherever you roamand admit that the dangers around you have grownand accept it that soon you'll be cut to the bone if your time isn't spent saving, we better start swimming or we'll sink like a stormfor the times they are changin'.Investments they come and investments they go without purpose of fixing the mean status quountil voices left out become voices we know at the ballot the lectern on Wall Street's beggars row take back your impact through your almighty tollFor investors, they are changin'.Come Senators, Congressmen, please heed the call.Don't stand in the doorway, don't block up the hall.For he that gets hurt will be he who has stalled.But that outside it is raging will soon shake your windows and rattle your walls for the times they are changin'.

Scroll down, and find the earlier 3 episodes of 100 Year Thinkers.Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.

In this episode, we break down the latest volatility across digital asset markets, unpacking the potential drivers behind Bitcoin's recent sell-off and what it may signal for market structure and risk appetite. We also review the evolving landscape for crypto related IPOs, Anthropic's recent capital raise, and Gartner's warning on rising AI platform fragmentation driven by national sovereignty, regulation, and geopolitics. Further, we unpack the hyperscalers' battle for first party silicon, infrastructure, and software integration.  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. 

Progress seemed possible to keep a government shutdown relatively short, and investors await wholesale price data. They also mull Apple results and check the tank on oil earnings.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. 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.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.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.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.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.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: How some LPs are going ‘beyond the check' to help their GP impact managers survive the fundraising drought; enabling US retail investors to back solar projects in Africa and Latin America (8:05); and, at “He for She,” recognizing men who champion women in asset management (13:40).Check out this week's stories:“⁠Ten ways LPs are going ‘beyond the check' to help impact managers survive the fundraising drought⁠,” by Erik Stein.“⁠Solar projects in Africa and Latin America pay dividends to US retail investors⁠,” by Lucy Ngige.Listen to "⁠Women Changing Finance⁠"The lyrics to Kat Taylor's re-write of "The Times They Are A-Changin'":Come gather around people wherever you roamand admit that the dangers around you have grownand accept it that soon you'll be cut to the bone if your time isn't spent saving, we better start swimming or we'll sink like a stormfor the times they are changin'.Investments they come and investments they go without purpose of fixing the mean status quountil voices left out become voices we know at the ballot the lectern on Wall Street's beggars row take back your impact through your almighty tollFor investors, they are changin'.Come Senators, Congressmen, please heed the call.Don't stand in the doorway, don't block up the hall.For he that gets hurt will be he who has stalled.But that outside it is raging will soon shake your windows and rattle your walls for the times they are changin'.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:37) Microsoft's Earnings Breakdown(04:18) CapEx and Cloud Commitments(10:08) Meta's Earnings(12:38) Tesla's Earnings(28:18) Investments in AI (33:59) The State of the Automotive Market(36:04) Tesla's Valuation and Future Prospects(40:33) The Musk Empire and Its Financial Maneuvering(43:23) ASML's Growth and Market Position(46:14) GameStop and Michael Burry's Investment Philosophy(50:50) Small Cap Insights: Vital Farms(55:03) The Surge of Silver and Gold Prices(01:03:58) Meme Stocks and Market Speculation*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Hi, Real Estate Rockstars! Let's dive into an inspiring journey as host Aaron Amuchastegui sits down with his long-time friend, Paul Campbell, to explore the dynamic world of real estate. Discover how Paul transitioned from a mortgage broker to a real estate powerhouse, mastering the art of short sales and navigating the complexities of foreclosures. Learn how to leverage short-term rentals for maximum profit and gain insider tips on lead generation and business growth. Whether you're a real estate newbie or a seasoned pro, this episode is your ticket to unlocking new opportunities and achieving your real estate dreams! Links: Check Out Paul Campbell's Website StaySavvy.biz Contact Paul Campbell at: +1(503) 307-0769 Follow Sara Denig on Instagram  Follow Christina Leavenworth on Instagram  Follow Aaron Amuchastegui on Instagram  Get Hundreds of FREE Real Estate Tools From the Toolbox  Join the 2026 Mastermind: Get your tickets HERE! 

In this episode of the Real Estate Pros Podcast, host Micah Johnson sits down with Christopher Angelo, a seasoned investor in the short-term rental market. Christopher shares his journey into real estate, which began with a college fund investment in a neighboring property. He discusses the evolution of his business, focusing on the lucrative opportunities presented by Airbnb and the unique experiences he aims to create for guests. Christopher emphasizes the importance of personal connection to the properties he invests in, highlighting how his artistic side influences his approach to real estate. The conversation delves into the significance of intentionality in investment decisions and the personal nature of real estate investing, encouraging listeners to align their investments with their values and lifestyle aspirations.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The markets paused along with the Fed yesterday but focus today is on earnings released late Wednesday by three mega-caps. Apple reports later. Meta and Tesla rose after results.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. 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.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.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.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.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.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Liz Ann Sonders with Charles Schwab calls today's trading session a lesson "not to be monolithic" in your investments. As she explains, tying portfolios to one stock or small group of stocks can result in steep losses. Liz Ann adds to the conversation by explaining the outlook for earnings and AI's tie to future growth. She turns to the global stage to show how international ETFs are seeing greater inflows while U.S. ETFs experience bigger outflows. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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Proposed policy changes in the US could result in increased taxation for American dual citizens, green card holders, and Americans living abroad. From forced loss of US citizenship by inaction, to deemed expatriations, exit taxes on worldwide assets and foreign pensions, and potential impacts on Social Security and even US military pensions, the ripple effects of the proposed Exclusive Citizenship Act of 2025 are far-reaching and, in many cases, devastating.    Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Virginia La Torre Jeker – US international tax attorney - to unpack what the Exclusive Citizenship Act of 2025 could mean, even if it never passes through Congress. They explore how the proposal could transform the expat experience for Americans and other immigrants in the US, compare it to existing immigration and tax rules, and examine how exit taxes may apply to anyone who loses or renounces US citizenship or green card status.    In this episode of Expat Wealth, Richard and Virginia discuss:    How the Exclusive Citizenship Act of 2025 would require dual citizens in the US to renounce all non-US citizenship within 12 months or be deemed to have voluntarily lost US citizenship.    How Supreme Court precedent bars Congress from stripping citizenship without voluntary intent, and how this bill attempts to bypass that protection.     What forced expatriation could mean for dual citizens, Americans abroad, and green card holders, including exit taxes on worldwide assets, punitive treatment of foreign pensions, and potential loss of Social Security or military pensions.     --    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. 

Welcome to another episode of The Rizzuto Show, the daily comedy show that proves nostalgia is just disappointment with better branding.Today's episode kicks off with the downfall of childhood “investments,” as Magic: The Gathering collectors accuse Hasbro of flooding the market and tanking card values — which immediately sends the crew spiraling into baseball card trauma. Remember when a Ken Griffey Jr. rookie card was supposed to pay for college, a house, and early retirement? Yeah… about that.From there, things take a turn toward the supernatural when we ask the important question: can a rock band curse an NBA team? After an arena employee blames a satanic-looking concert for the Orlando Magic's losing streak, we dive headfirst into modern Satanic Panic, Ghost's spooky theatrics, and whether teams should sage their arenas instead of practicing defense.Then it's off to Westeros, where the new Game of Thrones spinoff raises serious questions — like where everyone goes to the bathroom, why HBO is obsessed with realism in the weirdest ways, and whether giant fake dongs are now part of the network's brand strategy. Things escalate quickly as the crew debates gratuitous nudity, legacy characters, and which original GoT character would theoretically win a very unnecessary competition.The back half of this daily comedy show delivers a full round of Crap on Celebrities, including music collabs, Super Bowl ads released way too early, outrageous ticket prices, Dirty Dancing sequels, James Bond movies that aged like milk, and a Ken doll promo video that is genuinely unsettling. Add birthdays, pop culture hot takes, and classic Rizz Show derailments, and you've got another beautifully unhinged episode.If you like your pop culture commentary sarcastic, your nostalgia roasted, and your comedy slightly concerned for humanity — welcome home.Follow The Rizzuto Show → https://linktr.ee/rizzshowConnect with The Rizzuto Show Comedy Podcast → https://1057thepoint.com/RizzShowHear The Rizz Show daily on the radio at 105.7 The Point | Hubbard Radio in St. Louis, MOSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On episode 449 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss snow days, government debt vs. household debt, the wealth effect, diversification is working again in 2026, stocks vs. earnings, Jeremy Grantham, the dollar is falling, Silver is the new meme stock, gold is crushing bitcoin, housing market inflation, Dry January for spending and much more. This episode is sponsored by Invesco. Visit https://Invesco.com/fixedincome to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio's foundation. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about the growing fear coming out of Silicon Valley about mass job losses and the idea that this is the last chance to build generational wealth, market sentiment, MAG 7 earnings to watch, Tesla's latest numbers and outlook, and what early earnings season data is actually saying. This episode is sponsored by Public. Find out more at https://public.com/WAYT 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 Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at http://public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

What is biblical responsible investing - and why does ownership matter? In this episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, begins a two-part conversation on faith-based (biblical responsible) investing and why it often sparks such strong reactions. Darryl breaks down what biblical responsible investing actually is, how it works within portfolios, and why it goes beyond the idea of "Christian companies." He also addresses common skepticism and explores the deeper question of whether investing is simply a financial decision - or a spiritual one. This episode focuses on two of the four common perspectives on faith-based investing: those who are new to the concept and those who remain unsure or skeptical. Episode highlights include: • What biblical responsible investing is - and what it is not. • How screening, mutual funds, ETFs, and managers are used in faith-based investing. • Why ownership and consumption are not the same - and why that distinction matters. • Real-life examples of how personal convictions shape investment decisions. • The role of shareholder advocacy and proxy voting in aligning money with values. • Why faith-based investing isn't about perfection, pressure, or judgment. In Part 2, Darryl will explore the remaining perspectives - including investors who are fully committed and those who prefer a blended approach. To learn more or start a conversation, visit PAXFinancialGroup.com and click "Connect With Us." Enjoying the show? If Retire in Texas has been helpful to you, we'd appreciate it if you left a review on your favorite podcast platform. Your feedback helps more people find the show and continue the conversation. Disclosure: This material is provided by PAX Financial Group, LLC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. Please note: Biblically Responsible Investing ("BRI") involves, among other things, screening for companies that fit within the goal of investing in companies aligned with biblical values. Such screens may serve to reduce the pool of high performing companies considered for investment. Investing involves risk. BRI investing does not guarantee a favorable investment outcome. PAX Financial Group has conducted due diligence for their Biblically Responsible Investing (BRI) process and proudly serves as each client's advocate using fully vetted third-party specialists for the administration of BRI methodology. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. This information should not be construed as investment, tax, or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product and should not be relied upon as such.  

Key Takeaways:   When Money Breaks, Systems Suffer: When a money system no longer reflects real value and work, it creates serious problems. This can lead to economic breakdown and social harm, as seen in places like Venezuela. Staying Grounded Matters: A calm and regulated nervous system helps people think clearly, adapt to fast change, and use new technology in healthy and effective ways. Bad Incentives Create Chaos: Broken money systems reward the wrong behaviors. These incentives increase instability and make real economic growth harder to achieve. Bitcoin as a New Foundation: Bitcoin offers a different kind of money that doesn't rely on central control. It follows clear rules and can serve as a more honest base for economic systems. Personal Choice Still Matters: Individuals can choose where to store value and how to participate in financial systems. Choosing systems based on real work, truth, and productivity helps reduce distortion and manipulation.   Chapters: Timestamp Summary 0:00 Introduction to Broken Money and Nervous System 2:59 Importance of Technology and Nervous System Harmony 4:30 Venezuela's Economic Collapse as a Warning 6:44 Strategic Global Interests in Venezuela 10:05 Misaligned Systems and Hero Worship 13:24 Impact of Broken Money on Productivity and Trust 15:08 Incentives and Informal Markets in Venezuela 18:10 Regulation and Monopolies 22:21 Structural Change vs. Engineering 27:19 Investing with Natural Law and Energy Focus 30:39 Changing the Conventional Financial Beliefs 35:08 Shifting Focus to Bitcoin and Innovation 41:06 Aligning with Natural Laws and Bitcoin 43:29 New Financial Order and Bitcoin Integration   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.

Braden Dennis is the 30-year-old founder and CEO of Fiscal AI, who scaled an AI-powered financial research platform from a frustration-driven side project to a venture-backed company serving over 150,000 users with institutional-grade data analytics that democratizes investment research previously accessible only through expensive platforms like Bloomberg and FactSet.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Braden shares his middle-class Toronto upbringing and early realization that he was a "math kid," choosing engineering for maximum career optionality while observing that family members who invested aggressively, not those who simply earned the most, achieved the greatest financial success.6:00 - The crucial insight: capitalism isn't zero-sum, and asset ownership is the key to benefiting from the system. Braden emphasizes that the barrier to owning assets is lower than ever, yet many feel cheated by not participating.9:00 - The origin story of Fiscal AI: Built as a side project while working at a venture capital firm, Braden needed better tools for portfolio monitoring. After two years of development and hitting 1,000 users, he made the leap to full-time entrepreneurship despite pushback from friends and family.15:00 - The "aha moment": Seeing Nvidia's revenue growth in real-time data visualization changed everything. "I could just watch the revenue go up, and I was like, okay, this thing is clearly a buy," demonstrating the power of visual data interaction.30:00 - Why Fiscal AI exists: Traditional financial terminals cost $20,000-$30,000 annually and use outdated 1980s interfaces. Fiscal AI brings institutional-grade data to everyone at accessible price points with modern design.45:00 - The AI transformation57:00 - Powerful example: Booking.com vs. Airbnb revenue recovery post-COVID reveals how narratives differ from data reality - most would assume Airbnb recovered faster, but data shows otherwise.1:04:00 - On success: Braden battles his forward-focused personality, measuring success by building a sustainable business where shareholders and employees (all equity holders) achieve exceptional outcomes, not just the founder.1:07:00 - Major announcement: Fiscal AI now offers 10 years of historical data on their free plan, more than any competitor, removing barriers for investors at every level.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.

After a relatively quiet start to the calendar today, things get crowded starting with the Fed's 2 p.m. rate decision and then three mega-cap earnings reports after the close.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. 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.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.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.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.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.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Wes Reed continues his series on common financial mistakes dentists make, focusing on retirement planning and investing. He explains how poor decisions around 401 (k) plans, defined benefit plans, debt management, and private investments can significantly impact long-term financial success.Wes breaks down how the U.S. tax system works, why retirement accounts are powerful tax-saving tools, and how dentists can use smart financial strategies to accelerate their path toward financial independence. He also shares real-life examples of mistakes he has seen in his practice and offers practical advice to avoid them.This episode is designed to help dentists make informed decisions, protect their wealth, and build a sustainable financial future.Key Topics CoveredUnderstanding the importance of choosing the right 401(k) strategyHow progressive taxes impact high-income professionalsWhen to Consider a Defined Benefit (Cash Balance) PlanWhy paying off low-interest “good debt” too early can hurt growthRisks associated with private and non-transparent investmentsThe importance of diversification and due diligenceKey TakeawaysUse 401(k) Plans Strategically: A well-structured 401(k) is one of the most effective ways for dentists to reduce taxes and build retirement savings. When implemented at the right time, it benefits both the owner and the team.Consider a Defined Benefit Plan in High-Income Years: For dentists with strong cash flow and high tax exposure, defined benefit plans can allow much larger, tax-deductible retirement contributions. However, they require professional management.Don't Rush to Pay Off Good Debt: Low-interest, tax-deductible debt used for assets like a practice or home should not always be paid off early. Investing that money can often produce higher long-term returns.Be Careful with Private Investments: Many private deals lack transparency and liquidity. Dentists should avoid investing based on hype and always perform proper due diligence.Think Long-Term, Not Emotionally: Financial decisions should be based on data, strategy, and long-term goals—not fear, pressure, or short-term emotions.Tax Planning Is a Key Part of Wealth Building: Understanding how taxes work and using retirement accounts properly can save tens of thousands of dollars over time.

A Fed meeting starts today with little chance seen of a rate move. Meanwhile, 90 S&P 500 companies line up to report this week including Boeing and General Motors this morning.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. 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.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.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.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.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.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textWe are convinced that the average investor cannot deal successfully with price movements by endeavoring to forecast them. -Benjamin GrahamLate in 2025, I stated I would devote a blog and podcast to dollar-cost averaging. I feel that dollar-cost averaging is one of the two most important strategies that do-it-yourself investors can implement. 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

Lukasz Gadowski ist einer der bekanntesten deutschen Internetunternehmer und Investoren. In dieser besonderen Longform-Folge spricht er über seinen Weg von den Anfängen mit Spreadshirt und Delivery Hero bis hin zu Investments in Flugtaxis, Batterietechnologie und Lasern. Es geht um die Unterschiede zwischen dem europäischen und dem US-Start-up-Ökosystem, um politische und wirtschaftliche Hürden, um die Lehren aus seinen größten Fehlern – und um die Frage, wie Europa echte Technologieriesen hervorbringen könnte. Was du aus der Folge mitnimmst: Warum Europa strukturell (noch) hinter den USA liegt und wie ein gemeinsamer Kapitalmarkt und konsistente Industriepolitik echte Tech-Giganten ermöglichen könnten Lukasz' Wandel von Internet- zu DeepTech-Investments: Flugtaxis, Laser, Batterien, Energie – und was ihn heute antreibt Warum Innovation in Konzernen schwierig ist und wie „Innovator's Dilemma“ verhindert, dass Old Economy neue Technologien wirklich voranbringt Teure Fehler und harte Learnings: Premature Scaling, Hardware-Risiken und der Unterschied, ob man Investor oder Gründer ist Wie Lukasz an neue Themen herangeht: Systematische Analyse von Technologie-Generationen, Moonshots und der Mut, sich auf Jahre einzulassen Karriere- und Lerntipps für junge Menschen: Fünf Bereiche (Finanzen, Technologie, Volkswirtschaft, Kunst, Jura), Theorie & Praxis, emotionale Stabilität und Meditation als „Trumpfkarte“ ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch   Mehr zu Lukasz: LinkedIn: https://www.linkedin.com/in/lukaszgadowski/ Website: https://www.teamglobal.net/ Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) Warum hinkt Europa hinterher? (00:02:37) Champions League: USA vs. Europa (00:06:38) Was müsste sich in Europa und Deutschland ändern? (00:09:22) Kapitalmarkt, Industriepolitik und das Innovators Dilemma (00:17:24) Wie müsste Politik für mehr Innovation aussehen? (00:26:18) Von Consumer Internet zu DeepTech – Lukasz' Themenwandel (00:30:21) Unterschiede: Internetökonomie vs. DeepTech (00:35:10) Warum (noch) nicht in KI investiert? (00:37:58) Wandel beim Angel Investing (00:38:56) Investor, Mitgründer oder beides? (00:41:17) Fehler & Learnings aus 20 Jahren Unternehmertum (00:44:36) Die teuersten Fehler: Cirque & Premature Scaling (00:47:14) Was unterscheidet erfolgreiche von weniger erfolgreichen Märkten? (00:49:44) Nächste Meilensteine: Spreadgroup, Miles, Laser, Batterien, Flugtaxis (00:54:26) Portfolio-Management & wie tief dabei sein? (00:56:17) Energie, Politik und die nächste Stromnetz-Generation (00:57:00) Rückblick: Gründerszene, Medien & Startup-Kultur (00:59:13) Was Lukasz heute jungen Leuten rät

A new study from JP Morgan says people who do this with their investments will spend more, enjoy retirement more, and have less anxiety. We break down what these investors have in common. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk parity, investing like Buffett and other popular strategies. Get Cullen's book here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928 This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors  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 Excitement is Expensive 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 Dr. Muthu Alagappan, founder & CEO of Counsel Health.   Counsel Health is an AI-native virtual care platform combining medical AI with human doctors to provide accessible, high-quality guidance at a fraction of traditional costs.   In this episode, we discuss building the new front door to care.   We also cover:   AI-native primary care via messaging AI vs. human roles in clinical decisions Redefining cost and access for personalized medicine   Subscribe to the podcast → insider.fitt.co/podcast  Subscribe to our newsletter → insider.fitt.co/subscribe  Follow us on LinkedIn → linkedin.com/company/fittinsider    Counsel Health's Website: https://www.counselhealth.com/    -   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 (01:09) Muthu's background (01:40) What is Counsel Health (03:08) Patient interaction and care modules (04:27) From AI to human doctors (05:38) The clinician side (06:45) The clinician cockpit (07:47) The AI healthcare landscape (09:16) Medical information vs. medical care (10:38) Re-aggregating fragmented primary care (12:00) The 10x doctor (13:45) AI autonomy (15:00) Will AI replace doctors entirely? (16:45) Cognitive aspects of primary care  (18:59) Recent AI healthcare product releases (20:30) Integration challenges (22:00) Clinical use cases  (23:15) Patient adherence challenges (25:45) Series A fundraising  (27:15) Scarcity and value in the AI healthcare era (28:15) Business model challenges (30:15) Improving quality, lowering cost, and improving access (31:00) Prevention vs. primary care (33:00) Wearables and lab data (34:00) Full-stack convergence vs. singular focus (35:45) What's next (36:58) Conclusion  

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm's youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.Clark Smith's career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.Learn more: https://goldenyearsria.com/Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-his-book-when-the-paycheck-stops

Find me on Substack.Gautam Baid, CFA, is the founder and managing partner of Stellar Wealth Partners India Fund and internationally bestselling author of The Joys of Compounding, who has dedicated over two decades to mastering patient, quality-focused value investing.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Gautam introduces his six-pillar compounding framework beyond finance: positive thoughts, good health, good habits, wealth, knowledge, and goodwill, explaining how achieving financial independence in 2018 crystallized his understanding that "in life you get what you compound for on a daily basis."8:00 - Deep dive into compounding positive thoughts through avoiding negative emotions and toxic people while associating with high-quality minds, celebrating small wins to create momentum toward long-term goals.12:00 - Health habits discussion: consume less sugar and junk food, exercise 3-4 times weekly for one hour, sleep 7-8 hours daily—fundamentals that aren't sexy but "just work" when implemented consistently.15:00 - Mathematical equation for wealth: addition (monthly savings) + subtraction (eliminate greed/biases) + division (asset allocation) + multiplication (time horizon) = exponential compounding power.20:00 - Pattern recognition in investing develops through building a "large mental database of businesses and industries through years and decades" allowing identification of opportunities in any market condition.25:00 - Compounding goodwill principle from Guy Spear and Moneesh Pabrai: being genuinely helpful without expectations creates competitive advantage, especially in money management where nice people are rare.42:00 - India investment opportunity: demographic dividend with median age of 29, rising disposable incomes, strong domestic consumption, and companies expanding to overseas markets at 50-100% higher margins.52:00 - Corporate governance revolution in India: promoters now realize good governance earns 25-30x P/E multiples versus 5-6x for poor governance—"it pays to be honest" creates 5x more wealth for insiders.55:00 - Investment journal advice: $10 journal purchased in 2014 became "one of the best value investments" by documenting decisions, tracking mistakes, and archiving market panic commentary for pattern recognition during future corrections.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.

Can business be a sacred calling in the world's most challenging environments? Craig Shugart shares his transformative journey from the radicalizing landscapes of Pakistan to pioneering a global Business as Mission (BAM) investment fund. Discover how "missing the boat" on the traditional missions mandate led to a revolutionary model of professional excellence, strategic investment, and kingdom impact in the 10/40 window. This episode is a masterclass in integrating faith and vocation to meet both eternal and present felt needs.Key TakeawaysBusiness as a Sacred Vocation: Business is not a "corrupting" necessity but a holy calling when executed through a Kingdom ethical framework, even in difficult economic and political climates.Addressing the 99%: While the majority of mission resourcing targets the 1% in full-time ministry, 99% of Christians exist in the workplace—the primary space where the world's needs are met.Strategic Capital vs. Charity: Revolutionary BAM growth occurs when capital is drawn from investment portfolios rather than "giving buckets," creating a sustainable and redeployable cycle of kingdom resources.Resilience is Required: Kingdom business in high-risk areas requires "tough as nails" resilience, professional excellence, and a commitment to building deep, transformative relationships.Connect with Us:Website: https://thirdpathinitiative.comApple Podcast: https://podcasts.apple.com/us/podcast/the-business-as-mission-podcast-with-mike-baer/id1551867793Spotify: https://open.spotify.com/show/0Gp5SOOHFggJ67vPA5qxkDLinkedIn: https://www.linkedin.com/in/mikebaerFacebook: https://www.facebook.com/thirdpathinitiativeInstagram: https://www.instagram.com/thirdpathinitiativeAbout Third Path InitiativeThird Path Initiative exists to equip believers to build sustainable, missional businesses that bring the gospel to the least reached. Through training, storytelling, and practical tools, we mobilize and support Business as Mission practitioners around the world. Thank you for being part of the mission!Don't forget to pick up a copy of Mike Baer's books! Check the link below! ➡️ https://books.by/mike-baer#BusinessAsMission #BAM #MarketplaceCalling

In our 100th Episode special we switch things up a bit and talk about the markets and the outzsized influence our fearless leader has had on them. Enjoy! Words are exchanged, hot takes are given, and as always, the answer is to eat a steak.Want to publish a book? Check out my publisher https://hemisphericpress.com/Check out our ad free substack: https://hemisphericpress.substack.com/

After a wild week of geopolitical volatility, investors track mega-cap earnings and a Fed meeting in days ahead, with no rate move seen. Four of the Magnificent 7 report this week.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. 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.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.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.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.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.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen Grootes speaks to Peter Armitage, CEO of Anchor Capital; Cobus Loots, CEO of Pan African; and Sithembile Bopela, an investment research analyst at FNB Wealth and Investments, about gold smashing through the $5 000 mark for the first time and what this historic surge signals for the global economy, investor sentiment and geopolitical risk. In other interviews, Cathrine Mushi, Councillor at ICASA and chairperson of the committee on End User Subscriber Charter talks about the new Icasa regulations on mobile data rollover and how they will affect consumers. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm's youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.Clark Smith's career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.Learn more: https://goldenyearsria.com/Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-his-book-when-the-paycheck-stops

Send us a textNo lotto winnings, no inheritance, no real goal of becoming a millionaire. However, a 42-year old Cobb County GA PE teacher recently crossed over $1,000,000 in investments. Now in his 20th year teaching, he moved from NE Ohio to ATL as a 22-year old... with $1,000 to his name. 20 years later, he is in the double comma club. He has no children, has never been married, and is taking advantage of the aggressive GA salary schedule by maxing out his higher education to earn more, all while coaching, and side hustling. Be a guest on the show:https://www.financiallyindependentteachers.com/contact-8Check out our website:https://www.financiallyindependentteachers.com/Sign up for FIT coaching:https://www.financiallyindependentteachers.com/services-4

Jay has ideas on how Johnny Depp can improve his look after aging badly since he played guitar for wolves in a commercial. | Duff McKagan of Guns n Roses invested early in local companies that became billion-dollar enterprises. | Jordan Jensen is the new Lady Gaga. | Jay revisits the show "The Two Coreys" to reexperience their childish fist fight. That leads him to dive into the movie "Blown Away" where both Coreys simulate sex with Nicole Eggert. *To hear the full show to go www.siriusxm.com/bonfire to learn more! FOLLOW THE CREW ON SOCIAL MEDIA: @thebonfiresxm @louisjohnson @christinemevans @bigjayoakerson @robertkellylive @louwitzkee @jjbwolf Subscribe to SiriusXM Podcasts+ to listen to new episodes of The Bonfire ad-free and a whole week early.  Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On episode 226 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth divide has grown so wide, the future of clean energy tech, and much more! This episode is sponsored by PIMCO. Learn more about PIMCO's Advisor Forum at https://www.pimco.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/⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the most valuable currency in your career isn't money, but authentic relationships nobody can take away?In this urgent episode, guest host Sivana Brewer digs deep with John Rubino, COO and founder of JID Investments and a US naval aviator turned business leader. Together, they unravel how military discipline, open-book honesty, and relentless connection-building are the forgotten keys to thriving in today's high-stakes market.Discover the proven systems, mindset shifts, and emotional skills John uses to lead through market chaos, burnout, and uncertainty. If you're tired of surface-level business advice and want the real trade secrets to scaling impact and resilience, you need this now.Listen or risk missing out on the exclusive moves that successful second-in-commands use to win, when everyone else is underwater.Timestamped Highlights[00:00] – Transitioning from Navy pilot to COO: war stories behind real discipline[02:05] – How John's military roots shaped his leadership style and investor trust[04:40] – The wild pivot: launching a business before leaving active duty[07:07] – Top Gun moments, family legacies, and the dream of commanding multi-million dollar assets[10:53] – Secret systems for managing 18+ deals and 200+ investors without chaos[14:02] – Navigating COVID uncertainty—how top COOs adapt and overcome[17:02] – The hidden ROI of real relationships and why most companies are doing it wrong[29:44] – Masterminds and tribe thinking: the best advice John gives his own kids[34:02] – John's high-impact daily process for balancing work, team, and personal lifeAbout the GuestJohn Rubino is the COO, founder, and co-managing partner of JID Investments, where he's raised over $45M and delivered returns across dozens of real estate projects for 200+ investors. With more than 20 years as a U.S. naval aviator followed by a decade in private equity, John is renowned for his disciplined, relationship-first approach to investing and leadership. He also coaches real estate and financial professionals in strategic wealth-building at KW United Wealth.