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Kyle discusses the investing evolution of John Maynard Keynes and the timeless lessons modern investors can draw from his successes and failures. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:50 - Why John Maynard Keynes is such a fascinating case study in evolving as an investor 00:08:28 - A key resource that helped him think of assets from a bottom-up approach 00:10:59 - Why Keynes's experiences of going broke multiple times helped shape him into a long-term thinker 00:17:13 - How he thought about speculation and investing, and used that to beat the market 00:28:16 - How he improved his temperament, overcame overconfidence, and adopted a long-term mindset 00:36:21 - His thoughts on diversification and reducing risk 00:41:30 - Why he believed that markets were social systems, and the errors that exposed investors to 00:50:25 - What he thought about short-term volatility 01:01:16 - Why Keynes used adaptability as such a powerful tool 01:03:50 - Six impactful takeaways Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Read Keynes and the Market. Read Concentrated Investing. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Unchained Masterworks Netsuite Vanta Shopify Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Live from Joe's mom's basement (where humility is encouraged and spreadsheets are optional), the crew tackles a deceptively simple question. If most people think they're above average with money, what advice actually helps someone who isn't? Joe Saul-Sehy, OG, Doug, Jesse Cramer, and guest Whitney Hanson (Money Nerds podcast) run a thought experiment inspired by Morgan Housel's observation that nearly everyone believes they're financially smarter than the median. What straightforward moves keep someone from needing last minute financial Hail Marys? The answer isn't flashy. It's systems. Whitney kicks things off with a practical starting point: identify your knowledge gaps. Tools like Investor.gov quizzes can reveal blind spots, and she suggests theming your learning (one focus per month) so financial literacy doesn't feel overwhelming. From there, the conversation turns to controllables: cash flow, savings rate, lifestyle inflation, and career capital. Because while markets bounce around, your habits are yours. The gang also introduces the idea of a tactile money leak audit, physically reviewing spending to spot waste that autopilot budgeting apps can miss. It's less glamorous than crypto speculation but far more effective. Investing gets reframed too. Instead of treating it like a mysterious Wall Street game, they suggest thinking of it as owning small pieces of companies you already know and use. Start small. Automate it. Build reps. Confidence follows action. Insurance and estate planning round out the episode. The crew urges listeners to shop multiple advisors, understand policy details before signing, use AI to help decode fine print without blindly trusting it, and avoid overconfidence just because something sounds right. Doug keeps things lively with trivia revealing that Johnny Carson's 1982 DUI fine was a very specific $603, and OG once again proves suspiciously good at guessing. What You'll Learn: Why most people overestimate their financial knowledge and what to do about it How to identify and close your personal money knowledge gaps The key financial variables you actually control How to perform a simple money leak audit Why small, automatic investing beats waiting for the perfect moment How to make investing feel familiar instead of intimidating The basics everyone should understand about insurance and estate planning Why repetition builds financial confidence faster than theory The Big Takeaway: You don't need advanced tactics. You need consistent systems. Focus on what you control. Automate the boring stuff. Learn one thing at a time. Build margin. Repeat. Because the goal isn't to be above average. It's to be steady enough that you never need a desperate Hail Mary. This Episode Is For You If: You feel like everyone else has money figured out except you Financial advice usually feels too complicated or assumes knowledge you don't have You're tired of feeling behind and want simple systems that work You want to build confidence through action, not just theory You believe steady progress beats trying to be perfect Question for You: What was the first simple money habit that changed your trajectory? Share it in the Spotify comments or The Basement Facebook group. Your small win might be exactly what another Stacker needs to hear. Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Liz Faircloth takes over Next Level CRE and interviews Amanda Han. They share how even seasoned investors are navigating a market of extremes from deals no longer penciling out to newfound opportunities that are finally coming to fruition. You'll discover actionable insights on when to sell a struggling property to reclaim losses, how to redeploy capital strategically, and the critical role tax planning plays in maximizing your wealth. She breaks down common mistakes investors make like confusing tax filing with strategic tax planning and offers simple tactics to keep more of your earnings each year. Amanda Han and Liz Faircloth Current role: Amanda Han: Tax Managing Director at Keystone CPA Liz Faircloth: Co-founder, The Real Estate InvestHER Based in: Amanda Han: Orange, California, Liz Faircloth: New Hope, Pennsylvania, Where to find them: https://www.linkedin.com/in/amandayhan/ https://therealestateinvesther.com/ https://www.linkedin.com/in/liz-faircloth-36783/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit www.tribevestisc.com for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Matty A. breaks down why artificial intelligence isn't just a tech trend — it's a systemic force reshaping markets. From warnings by leading financial figures about AI-driven instability to how rapid AI adoption could create market fragility, Matty explains the risks and signals that could precede a major economic disruption. At the same time, he shows why commercial real estate investors with a deep understanding of capital flows, credit cycles, and AI's impact on markets can position themselves to profit while others panic.What You'll Learn• The Risk Side:Leading financial voices are expressing concern that AI-driven trading, model herding, and leveraged bets could amplify market swings and structural instability.Research suggests AI-powered systems interacting with one another may make markets more fragile, potentially worsening downturns or creating rapid sell-offs.Warnings from regulators and economic surveys have highlighted that an AI investment bubble could trigger a broader financial shock under the right conditions.• The Opportunity Side:Investors who understand how AI influences credit, asset pricing, and market psychology can spot dislocations early.Smart CRE investors use disciplined underwriting, scenario planning, and risk management to protect emerging income streams and capitalize on distressed pricing while others retreat.Knowledge of AI's systemic effects gives you an edge — not by joining every trend, but by preparing for volatility and allocating capital where value persists.Key TakeawaysAI's explosion in finance and markets could introduce new vulnerabilities — not because of AI itself, but how the market adopts and amplifies it.A potential crisis doesn't happen because of a single technology — it happens when leverage, optimism, and systemic exposure collide.Savvy CRE investors aren't waiting for certainty — they're watching signals, adjusting risk, and positioning for asymmetric outcomes.Final ThoughtUnderstanding how AI shapes credit, markets, and risk isn't just academic — it's a practical advantage that can protect your wealth and reveal powerful opportunities when others are reacting emotionally.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555
Dan Nathan hosts Peter Boockvar to discuss the rapid growth of private credit, arguing it has replaced bank lending but now faces rising defaults, potential liquidity mismatches as retail capital enters evergreen funds, and limited stress-testing in a downturn; they cite pressure in leveraged loans, gating/redemptions, and examples like Blue Owl financing tied to CoreWeave's asset-heavy model and customer concentration. They connect credit stress to equity risk via the capital structure and watchpoints like the LSTA leveraged loan index, high yield spreads, and HYG. Boockvar outlines a leadership shift away from hyperscalers toward equal-weight and “boring” sectors like energy and staples, while warning a deeper tech decline could still pull markets down. They cover oil's inflation implications, a challenging labor market, cautious consumers per Walmart/Home Depot/Lowe's, bullish long-term gold/silver dynamics, stronger international performance, and Japan's rising long-end yields affecting carry trades and global flows. Checkout Peter's SubStack: https://boockreport.com/Follow Peter on X: https://x.com/pboockvar?lang=en —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA's earnings and investigates into some of the challenges for the future Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA's earnings - The evolving landscape for CPUs and GPUs - The bull vs. bear look at MercadoLibre's earnings - The Trade Desk's quarterly results Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris Kline is the COO & Co-Founder of Bitcoin IRA. In this conversation, we discuss how wealthy investors use retirement accounts to reduce taxes, why volatility can create opportunities like Roth conversions, and the mistakes people make by holding assets in the wrong account. We also cover bitcoin in retirement portfolios, estate planning strategies, and how macro conditions like inflation, deflation, and Fed policy may impact long-term asset allocation.========================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp========================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================0:00 - Intro1:55 – How to use the tax code to get in better position2:51 – How 401(k)s replaced pensions (why it mattered) 6:20 – Tax advantages of non-W2 income & retirement accounts 9:08 – Long-term asset allocation & bitcoin in retirement 13:12 – Using Roth conversions during bitcoin drawdowns 21:10 – How taxes create massive long-term performance drag 22:39 – Borrowing against bitcoin instead of selling 28:29 – Inflation, deflation, & why government data lags reality 33:15 – What macro headwinds mean for assets and portfolios 36:38 – Bitcoin IRA tools, incentives, & next steps
On Today's Episode –Mark and Matt are joined by Bonner Cohen again, and the fellas talk about this week's past State of the Union address by Pres. Trump.Tune in for all the Fun Bonner R. Cohen is a senior policy analyst with the Committee for a Constructive Tomorrow, where he concentrates on energy, natural resources, and international relations. He also serves as a senior policy adviser with the Heartland Institute, senior fellow at the National Center for Public Policy Research, and as adjunct scholar at the Competitive Enterprise Institute. Articles by Dr. Cohen have appeared in the Wall Street Journal, Forbes, Investor's Business Daily, New York Post, Washington Times, National Review, Philadelphia Inquirer, Detroit News, Atlanta Journal-Constitution, Miami Herald, and dozens of other newspapers in the U.S. and Canada. He has been interviewed on Fox News, CNN, Fox Business Channel, BBC, BBC Worldwide Television, NBC, NPR, N 24 (German language news channel), Voice of Russia, and scores of radio stations in the U.S. Dr. Cohen has testified before the U.S. Senate committees on Energy & Natural Resources and Environment & Public Works as well as the U.S. House committees on Natural Resources and Judiciary. He has spoken at conferences in the United States, United Kingdom, Germany, and Bangladesh. Dr. Cohen is the author of two books, The Green Wave: Environmentalism and its Consequences (Washington: Capital Research Center, 2006) and Marshall, Mao und Chiang: Die amerikanischen Vermittlungsbemuehungen im chinesischen Buergerkrieg (Marshall, Mao and Chiang: The American Mediations Effort in the Chinese Civil War) (Munich: Tuduv Verlag, 1984). Dr. Cohen received his B.A. from the University of Georgia and his Ph.D. – summa cum laude – from the University of Munich.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The White House is proposing a new housing policy that could limit how many single-family homes some investors can own. Under the proposal, investors who own more than 100 single-family rental properties could be restricted from buying additional homes. That's a much lower threshold than many in the industry expected. In this episode, Kathy breaks down what the 100-home cutoff means, how many investors it actually affects, and where those properties are concentrated. She also looks at the data on what these mid-sized operators are buying — including workforce housing — and how much of the overall housing stock they control.
For 30 or 40 years, a paycheck simply showed up. Then one day, it stops. Now you're staring at a portfolio and asking: "How do I turn this into reliable income for the rest of my life…without overpaying the IRS or outliving my money?" It's no surprise so many retirees gravitate toward dividends. They feel like a replacement paycheck. In fact, the majority of investors say they prefer dividends and interest over capital gains to fund retirement. But retirement income planning isn't just about generating cash flow. It's about creating sustainable income from a finite pool of capital while coordinating taxes and the rest of your retirement plan. In this episode, I break down new research on dividend investing and explain why the most popular income strategy may be far less efficient than it appears. I also share what the evidence suggests about building a portfolio and a plan that actually supports long-term retirement success. Because when it comes to funding your retirement, small structural decisions compound into very large outcomes. ***
In this episode of the Major League Real Estate Podcast, Thomas Castelli shares the full story of his journey, from attending local RIAs and investing as an LP, to joining the GP team on an 82-unit apartment complex, navigating hurricane due diligence, raising capital under pressure, and exiting during the chaos of COVID in 2020. But that's not all. Tom also opens up about: - The hardest lesson he learned about capital raising - Why most new GPs underestimate the importance of investor relationships - What changed in the syndication world since 2017 - The risks LPs don't think about (until it's too late) - How a failed ATM investment reshaped his investing philosophy -,Why experience matters more than ever in today's market For GPs raising money, LPs evaluating risk, or investors entering the syndication space, this episode shares practical, experience-backed insights. Request a free discovery meeting: go.therealestatecpa.com/mlre Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: contact@therealestatecpa.com The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
The strongest and most successful businesses are built on strong and meaningful relationships. And when life delivers unexpected loss, the strength of those relationships becomes an asset that is more valuable than you could ever imagine. Rod Neuenschwander is the longtime business partner of the late John Ruhlin and the operational force behind Giftology. After losing his best friend and co-founder, Rod faced an impossible challenge: preserving John's legacy while leading the company into its next chapter. What has happened since then has been a remarkable transformation that is still grounded in relationships, faith, and leadership.You'll hear how Rod helped turn grief and crisis into clarity, why relationships—not tactics—are the most durable growth strategy, and how leaders can build organizations that thrive beyond any one person.For anyone who has never worked with Giftology or isn't familiar with John Ruhlin's work, I highly recommend checking out the podcast I did with him on the Art of Gift Giving to learn more about this great company and hear from John himself. In this episode, you'll learn: ✅ Why gifting and generosity often falls flat and what made John Ruhlin so great at it.✅ How Rob's book became a case-study in real-time and created a One-Page Recovery Plan to help companies move forward after tragic loss.✅ How Giftology's new membership program, Rich Relationship Society, helps make relationships your #1 business growth strategy.Show Notes: LifestyleInvestor.com/279Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this special segment of The Full Ratchet, the following Investors are featured: Casber Wang of Sapphire Ventures Hemant Mohapatra of Lightspeed India Lara Banks of Makena Capital Management We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Inflation, record market highs, early retirement dreams, and complex estate questions—retirement planning doesn't happen in isolation. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase translate timely headlines and listener scenarios into thoughtful, long-term financial planning considerations. • Assess how rising grocery and beef prices reflect inflation and evaluate ways to think about purchasing power over time. • Review stock market all-time highs alongside historical correction patterns to frame risk within a diversified allocation. • Examine what retiring in your 40s may require, including savings rates, spending assumptions, and trade-offs. • Structure financial support for younger family members through gifting strategies, investment vehicles, and clear boundaries. • Stress-test retirement projections—including tools like Wealthfront's PATH—by applying more conservative inputs. • Balance equity exposure with “dry powder” assets in the context of withdrawal rates and long-term income needs. • Coordinate irregular or business-owner income by aligning tax planning, liquidity, and disciplined investment decisions. • Consider when a commercial trustee may be appropriate for long-term estate and legacy planning goals. Retirement clarity comes from steady evaluation and informed decisions—not short-term noise. Listen and subscribe to the Retire Sooner Podcast for grounded conversations that may help you think critically about your financial future. Learn more about your ad choices. Visit megaphone.fm/adchoices
Willy was joined by Sahil Bloom, entrepreneur, investor, and author of the instant New York Times and USA Today bestseller, The 5 Types of Wealth. Together, Willy and Sahil dove into the formative moments from his upbringing that shaped his perspective, insecurities that he had to confront, how to bridge the gap between spoken and lived priorities, and the core ideas behind redefining wealth — from auditing your time and energy to embracing small habits that compound into meaningful change. Learn more about your ad choices. Visit megaphone.fm/adchoices
Meet Your All·in·One Creator Store (Stan)https://join.stan.store/the505podcastUnlock your first product and start getting paid as a creator (FREE download)https://the505podcast.courses/paidofferplaybookWhat's up Rock Nation! Today we're joined by Matt Gray, creator of Founder OS, who's built multiple eight-figure businesses and published over 36,000 pieces of content. In this episode, we break down the battle of longevity, why your leadership is the real cap on your success, what scaling from $1M to $10M actually demands, the hard lessons of hiring and firing, and how to build systems that let your personal brand become a real company, not just a content page.Check out Matt here:https://www.youtube.com/ @realmattgray https://www.instagram.com/matthgray/Timestamps00:00 – Intro00:01:07 – Paid Offer Playbook00:01:22 – First System That Changed Everything00:03:24 – Scaling Content While Traveling00:05:10 – Early Content Was Messy00:07:00 – Systems Born From Frustration00:08:03 – How the Content Waterfall Works00:10:25 – Generating Endless Content Ideas00:11:49 – Why Founders Burn Out00:13:14 – Founder Doubt: Quit or Push Through00:14:07 – Think Like an Investor, Not Founder00:15:19 – $1M vs $10M Systems Shift00:15:29 – Stan Store Sponsor Break00:16:02 – Scaling Requires Real Infrastructure00:17:16 – Hard Hiring Lessons00:18:17 – Moneyball Hiring Strategy00:19:37 – Hiring for ROI and Values00:23:09 – Firing 23 People in One Day00:26:20 – Slow Growth over Hyper Scaling00:27:30 – Defining Success as Peace00:28:10 – Are Systems Only for Big Teams?00:29:02 – Systems Create the Success00:30:16 – Simple Way to Document Systems00:31:20 – Using AI to Build Systems00:33:17 – Is Personal Branding Optional?00:35:19 – Disrupting Your Business Every Year00:37:00 – AI Is an Opportunity00:41:43 – Minimalism and Experiences Over Things00:43:44 – Why He Started His Personal Brand00:44:29 – Low Testosterone Wake-Up Call00:45:52 – The Artist's Way Changed Everything00:48:05 – Why Storytelling Scales Your Brand00:49:44 – Emotional Connection Beats Tactics00:50:35 – Why Most Brands Aren't Unique00:51:26 – Caring Is the Differentiator00:59:07 – Trust Takes Time and Touchpoints00:59:59 – The Skeptic Buyer Mindset01:00:25 – Are Founders Looking for Exits?01:01:04 – Why Exits Are a Lottery Ticket01:02:18 – Cash Flow vs Chasing Liquidity01:04:02 – Building for Freedom, Not Headlines01:06:11 – Why Most Founders Stay in Operations01:08:27 – The Real Goal is Time Autonomy01:10:03 – Escaping the Founder Bottleneck01:12:14 – Designing a Business That Runs Without You01:14:49 – Revenue vs Lifestyle Alignment01:17:06 – When Growth Becomes a Trap01:19:32 – The Hidden Cost of Ambition01:21:18 – Identity Tied to Your Business01:23:07 – Building Something You Don't Resent01:25:41 – Systems as Emotional Insurance01:28:10 – Why Simplicity Wins Long Term01:30:55 – Complexity Kills Margin01:33:22 – Founder Energy Is the Constraint01:35:48 – Scaling Without Losing Soul01:38:16 – Trust Compounds Over Time01:40:07 – Why Distribution Beats Perfection01:42:33 – Obsession With Craft01:44:58 – Caring Is a Competitive Advantage01:47:21 – Playing the Long Game01:49:39 – Building a Brand That Endures01:52:12 – Peace Is the Real KPI01:54:49 – The After Party If you liked this episode please send it to a friend and take a screenshot for your story! And as always, we'd love to hear from you guys on what you'd like to hear us talk about or potential guests we should have on. DM US ON IG: (Our DM's are always open!) Bfiggy: https://www.instagram.com/bfiggy/ Kostas: https://www.instagram.com/kostasg95/
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Eddie Speed, a veteran in the note business. Eddie shares his journey of over 45 years in the industry, emphasizing the importance of market timing and the benefits of being the bank rather than a landlord. He discusses his mission to educate others on seller financing and the significance of building strong relationships in business. Eddie also highlights the current market opportunities for notes and his future goals in helping others succeed in real estate. 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 —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Brian Davis shares his journey from being a hands-on landlord to a passive real estate investor. He discusses the challenges he faced during the housing crash, the importance of networking and flexibility in real estate, and the innovative approach of co-investing. Brian also provides insights into the current real estate market, particularly in Baltimore, and emphasizes the significance of geographic diversification in investment strategies. He concludes with information about his current projects and how to connect with his team. 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 —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Vladimir Nemchinov, a real estate investor focused on buy and hold properties. Vladimir shares his journey into real estate, discussing his strategies, challenges, and lessons learned over the years. He emphasizes the importance of consistency, financial literacy, and the need for careful tenant management. As he looks to the future, Vladimir expresses his desire to acquire more properties and offers advice for aspiring investors, highlighting the significance of starting early and doing thorough financial analysis. 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 —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Dr. Anthony Kellum, CEO of Kellum Mortgage and author of 'Property is Power', discusses the intersection of investing and mortgage lending, particularly in distressed neighborhoods. He emphasizes the importance of DSCR loans in facilitating real estate investments and shares his strategies for transforming neighborhoods through property rehabilitation. Dr. Kellum also highlights the need for flexibility in real estate strategies and the significance of building strong relationships within the industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Send a textI just interviewed a Former Housing Minister And he didn't hold back. UK housing policy generates headlines daily. For serious UK housing investors and developers, the challenge isn't keeping up with announcements.It's knowing which policy signals genuinely matter over the next five to ten years.Lord Gavin Barwell joined the podcast to cut through the noise around UK housing policy, including: → How planning reform is really playing outAnd why sentiment and affordability matter just as much as policy→ The delivery gap: why policy failure is often localAnd how investors and developers can influence outcomes in practice→ Why mainstream housing headlines rarely help investorsAnd how to filter signal from political froth.If you're investing in, underwriting or developing UK housing with a long-term horizon - and want to stay ahead of political noise - this episode is worth your time.This episode is in association with (and thanks to) Lloyds.https://www.lloydsbank.com/business/industry-expertise/real-estate.html?utm_source=The+Return&utm_medium=podcast+partnership&utm_campaign=sponsored+episodeGuest LinkedIn: https://www.linkedin.com/in/gavinbarwell/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
Dr. Alex Iantaffi geeks out about Shakespeare, gender, and the power of theatre with Beks Roen, founder of Roguish Goblin Stories, an online queer art library where enbies and aspecs are the main characters. Alex and Beks discuss the joy of Shakespeare in the park, the power of exploring gender through acting, and the importance of queer representation. Beks Roen (they/he) helps trans/aspec folks and allies who feel isolated and powerless to find chosen family through queer fantasy and Shakespeare. They run Roguish Goblin Stories (RGS), an independent, community-supported online queer art library. Roen's goal for RGS is to grow it into a streaming platform that supports multiple queer artists full-time, freeing them to focus on the art they were born to share. RGS just launched their first Investor opportunity so, if you're passionate about supporting trans artists, and want a deep, personal connection to the positive impact you're making, you can join them here at this link. RGS is about to release new episodes for their podcast "Our Lives Aren't That Interesting!" You can check it out here on YouTube. They're also looking for aspec guests for their podcast, "An Aspec Guide to Shakespeare." If you know someone who's an aspec Shakespeare artist or scholar, they'd love to interview them! Email them directly at beks [at] beksroen [dot] org Find out more about Roguish Goblin Stories and Beks Roen at the following links: Website: beksroen.org/rgs Instagram: https://www.instagram.com/roguishgoblinstories/ YouTube: https://www.youtube.com/channel/UCFQcPRsnqPpUuo79L7tOQQA Facebook: https://www.facebook.com/profile.php?id=61584362608360 TikTok: https://www.tiktok.com/@roguishgoblinstories Bluesky: https://bsky.app/profile/roguishgoblinstory.bsky.social Instagram: GenderStoriesHosted by Alex IantaffiMusic by Maxwell von RavenGender Stories logo by Lior Effinger-Weintraub
Vincent's Slava Rubin and Sacra's Jan-Erik Asplund discuss the emerging field of humanoid robotics, exploring the convergence of AI and robotics and the various use cases for these robots. They look at the key players in the industry and the future outlook for the sector.Presented by Augment, whose Collective funds are the easiest way to invest in the most popular private tech companies.
Diese Folge ist persönlich. Die Inspiration kommt von Jörgs Kater James, der im vergangenen Jahr eingeschläfert werden musste. Jörg spricht offen über den letzten gemeinsamen Weg, über Abschied, Verantwortung und die Frage, wann der richtige Moment ist, loszulassen. Gleichzeitig erzählt er vom Neuanfang mit Georgie, einem Hund aus dem Tierschutz, der – wie auch James – nicht den einfachsten Start ins Leben hatte. Beide Tiere haben ihn auf unterschiedliche Weise begleitet und geprägt. Aus diesen Erfahrungen zieht Jörg Learnings, die weit über das Zusammenleben mit Tieren hinausgehen. Es geht um Vertrauen, Bauchgefühl und darum, das eigene Leben bewusst zu nutzen. Wenn du spürst, dass Menschen dir nicht guttun, dann nimm dieses Gefühl ernst. Wenn du eine Chance siehst, dann greif zu. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg: UnternehmenX - Dein Weg zum erfolgreichen Unternehmensberater: https://linktw.in/qUCMZF Das Seminar für echte Unternehmensführung am 13.12.25 - Ticket sichern: https://linktw.in/BpLQqj ► Instagram: https://www.instagram.com/joergkintzel/ ► YouTube: https://www.youtube.com/@joergkintzel ► LinkedIn: https://www.linkedin.com/in/jörg-kintzel-vertrieb-unternehmertum/ ► Homepage: https://joergkintzel.com/ Jörg Kintzel ist Vorstand, selbstständiger Handelsvertreter und Aktionär der Valuniq AG, einer der größten unabhängigen Finanzdienstleister Deutschlands (gem. jährlicher Cash-Rangliste). Gemeinsam mit seiner Frau Birgit Elisabeth Kintzel führt er als Unternehmer und Investor die SVART GmbH, ein Family Office, das verschiedene Beteiligungen an Unternehmen und Start-ups bündelt. Mit der SVART GmbH fördern Jörg und Birgit Elisabeth Kintzel zusammen ganz gezielt Ideen und setzen sie gemeinsam in die Tat um. Über Erfolge wird leider in Deutschland viel zu wenig geredet, dabei hat dieses Land Unglaubliches und auch viele Innovationen zu verbuchen. Darum ist es ihnen ein persönliches Anliegen, ihr Wissen und ihre Finanzkraft in Menschen zu investieren und diese Erfolge sichtbarer und größer zu machen. Denn sie werden zukünftig dazu beitragen, dieses Land nach vorne zu bringen. Impressum: https://joergkintzel.com/impressum/ __________ KINTZEL MINDSET, Jörg Kintzel, Business, Unternehmertum, Wirtschaft, Interviewpodcast, Wirtschaftspodcast, Investor, Geld, Autos, Uhren, Mindset, Family Office, Unternehmer, Performance, Unternehmen gründen, Verkauf, Sales, Start-Up, Vertrieb, Mindset, Erfolg, Persönlichkeitsentwicklung, Selbstbewusstsein, Leadership, Produktivität, Motivation, Karriere, Unternehmertum, Nein sagen, Entscheidungsfindung, Selbstmanagement, Zielsetzung, Selbstreflexion, Kommunikation, Kundenakquise, Zeitmanagement, Selbstvertrauen, Erfolgsstrategien, Verkaufstechniken, Resilienz, Stressmanagement, Mentaltraining, Selbstwirksamkeit, Netzwerken, Innovationsgeist, Business-Strategien, Work-Life-Balance, Weiterbildung
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The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there's fire behind the smoke. We also cover earnings from Axon and Cava. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Potential buyers for PayPal - Axon earnings - Cava Earnings Companies discussed: PayPal (PYPL), Adyen, Axon (AXON), Cava (CAVA). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd, Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 787: Neal and Toby recap the biggest news from President Trump's State of the Union address. Then, the recent fears of AI, causing widespread selloffs, has been a boon for utility or energy stocks, or HALO trades, “heavy assets, low obsolescence.” Also, the creators of Dark Sky are back with a new weather app that overshadows your native weather app. Meanwhile, “Survivor” returns for its 50th season and a chat about how it's shaped TV. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
David Bahnsen fills in for Brian Szytel with a Daily Recap recorded shortly before the close as markets trade higher (Dow up ~300, S&P up nearly 1%, Nasdaq up over 1%) and notes upcoming Nvidia earnings. He focuses on economic takeaways from the State of the Union rather than politics, highlighting the lack of new affordability proposals as potentially market-friendly. He says Medicaid drug price controls were reiterated but have little market impact due to low passage odds, and that pharma has largely navigated tariff threats already. He reviews proposals for government-matched quasi-401(k) plans for lower-income Americans, requiring hyperscalers to fund their own power needs, and an unrealistic idea of tariffs replacing income taxes. He supports banning congressional stock trading and notes omissions on credit-card rate caps and 2026 tax-cut reconciliation, while flagging a call to ban institutional ownership of residential real estate. 00:00 Market Snapshot Setup 00:36 State of the Union Focus 01:12 Affordability and Policy Restraint 02:15 Prescription Drugs and Pharma 03:25 New Savings Plan Proposal 03:42 AI Data Centers and Power 04:17 Tariffs and Tax Reality Check 04:45 Congress Stock Trading Ban 05:04 What Wasn't Said and Housing 05:48 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Artificial intelligence is starting to rattle another major industry — commercial real estate. In this episode, Kathy Fettke breaks down why shares of major brokerage firms like CBRE, JLL, Cushman & Wakefield, and Newmark recently fell despite strong earnings. Investors are questioning whether AI could shrink brokerage commissions, automate appraisal work, and compress margins across the industry. But the bigger concern may be office demand. If AI allows companies to operate with fewer employees, will they need less office space in the future? Kathy explains what executives are saying, where AI may have the biggest impact first, and what real estate investors should be watching next. Is this short-term market fear — or the beginning of a structural shift in commercial real estate?
Do you want to know investment success secrets? Look no further than today's discussion! The long-dominant "buy the Magnificent 7 and forget it" tech trade is fading, with sector rotation favoring energy, materials, and staples while technology and discretionary lag. Drawing on presidential cycle data, it seems markets often experience weakness and corrections in midterm years before potential strength later, though today's backdrop of sticky inflation, high debt, and constrained Federal Reserve policy could challenge historical norms. Liquidity over politics is the true market driver and power preservation incentives may shape fiscal and economic decisions and highlights opportunities in defensive sectors and fixed income if rates fall. As always, disciplined investing is the most important: avoid ego, abandon rigid outcome-based predictions, adopt scenario-based thinking, respect price action, and define in advance when you are wrong. We discuss... The long-standing strategy of simply buying mega-cap tech stocks is breaking down as sector leadership rotates. Energy, materials, and staples are outperforming while technology and discretionary stocks lag, signaling possible market-top behavior. Historical sector rotation patterns suggest markets may be transitioning from expansion toward a late-cycle phase. Midterm presidential years historically bring volatility and frequent 10–20% corrections before potential recovery. Liquidity is framed as the primary force driving market cycles. Today's environment of sticky inflation, high debt, and constrained Federal Reserve policy may weaken the reliability of historical patterns. Defensive sectors and fixed income could benefit if growth slows and interest rates decline. Political incentives around power preservation may influence fiscal decisions and economic optics heading into elections. Investors are warned not to blindly "buy the dip," especially in volatile assets like crypto. The hosts stress that price action ultimately determines whether an investment thesis is right or wrong. Ego and overconfidence are identified as major threats to long-term investing success. Outcome-based thinking is discouraged in favor of scenario-based planning across multiple probable outcomes. Behavioral research shows experts often double down when wrong, reinforcing the importance of flexibility. Successful investing requires humility, adaptability, risk management, and clearly defined exit strategies. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.cominvesting-success-secrets-793
Investor and entrepreneur Kevin Steuer joins me to examine whether Main Street investors can compete in a market dominated by algorithms—and whether competing is even the right goal.Most investing conversations reduce themselves to slogans: “Just buy index funds” or “Learn to trade like the pros.” This episode does neither. Kevin and I unpack the uncomfortable reality that nearly 90% of U.S. equity volume is now algorithmic—and what that means for individuals trying to generate alpha in a machine-driven market.Kevin shares how he acquired Stock TA, a technical analysis platform that had previously been shut down, and why he chose to rebuild it. We explore trend-following versus value investing, passive allocation versus active sector rotation, and the psychology that sabotages most retail traders long before the market does.The conversation moves beyond tactics into something deeper: the cost of time. At what point does investing become another job? When does persistence turn into hubris? And how do you measure expected value—not just in portfolio returns, but in hours spent chasing marginal gains?This isn't a promise that trading beats indexing. It's a sober look at risk, discipline, asymmetric bets, and the reality that markets don't reward narratives—they reward positioning.The lesson isn't that everyone should trade.It's that if you do, you need structure, probabilities, and the humility to know what game you're actually playing.TL;DR* ~90% of U.S. equity volume is algorithm-driven* Retail traders compete against rule-based systems, not other humans* Passive indexing may outperform most active traders long-term* Trend-following requires discipline—not prediction* False breakouts and stop hunts erode returns* Scaling into and out of positions reduces emotional decision-making* Expected value matters more than win rate* Time spent trading is an invisible cost most ignore* Persistence without edge becomes hubrisMemorable Lines* “The human brain doesn't think like a computer.”* “The price of anything can be anything.”* “Escalator up, elevator down.”* “Trend exhaustion—not emotion—should trigger exits.”* “If investing becomes a job, calculate the hourly rate.”GuestKevin Steuer — Investor and entrepreneurAcquirer and rebuilder of Stock TA, a technical analysis platform focused on trend scores, confluence levels, and sector-based strategy to help Main Street investors navigate algorithmic markets.
What happens when a "late-starter" ER doc finally hits FI at 60, then must figure out how to actually spend the money without blowing it—or hoarding it forever? Bill joins Mindy and Scott on the BiggerPockets Money podcast to walk through his full "caught up to FI" debrief. Here his decade-long sprint from single-digit savings to 40%, taking his money back from a private bank, and the 60th-birthday retirement-readiness check that came back with a 100% success rate. From there, they dig into his move from a simple three-fund portfolio to a risk-parity setup, why he hired a flat-fee planner after years as a DIY investor, and how he's using FI to buy back time and jump-start his kids' wealth with Roth IRAs, HSAs, and tax-savvy living gifts. This episode covers: ➡️ Going from "rich but broke doctor" to FI in about 10 years ➡️ Boosting a savings rate from single digits to ~40% without feeling deprived ➡️ Shifting from a three-fund portfolio to a risk-parity decumulation strategy ➡️ Using flat-fee, advice-only planner instead of 1% AUM ➡️ Order of withdrawals: taxable, pre-tax, Roth, plus asset location ➡️ Modeling taxes, RMDs, and Social Security timing in real life ➡️ Building a "3-1-1" spending plan for needs, comfort, and luxury/giving ➡️ Helping adult kids fill Roth IRAs and HSAs as part of generational wealth ➡️ Weighing when to actually leave medicine once money is no longer the boss ============================== DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50 For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners SUPPORT THE SHOW
One percent can change everything. On The Abundance Mindset, Vinney Chopra breaks down tier investing — a strategy that naturally encourages investors to level up. Clear structure builds trust, momentum, and larger commitments.
Women are about to inherit trillions — yet many underestimate their ability to invest. But women are actually proven to outperform men when they invest, so what's keeping women from investing with confidence? Liz Faircloth saw this gap and started InvestHER, a community that helps women take control of their financial futures and define success on their own terms. In this episode, she shares how women approach investing differently and why she believes women aren't a niche in investing, but actually the future of it. Hear the key decisions that helped her go from owning one duplex to owning a portfolio worth $160 million! Topics discussed: Introduction (00:00) How discovering real estate changed her career path (01:14) Real estate lessons and fundamentals (07:24) What inspired Liz to build a community through InvestHER (10:44) Why podcasting was a strategic move — not a side project (13:08) The Great Wealth Transfer and why women need investing confidence (14:57) Paying yourself vs. reinvesting in your business (19:33) Shaping your money habits around your health (23:41) Communication tips for working with your spouse (27:38) What brought you JOY today? (30:22) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Liz Faircloth: Instagram: https://www.instagram.com/therealestateinvesther Facebook: https://www.facebook.com/therealestateinvesther Website: https://investhercon.therealestateinvesther.com/ About Our Guest: While studying to become a social worker, I was introduced to Rich Dad Poor Dad like Andresa. And that's when the trajectory of my life changed. After a year of taking countless classes at a local REIA, analyzing hundreds of deals, and getting a ton of "no's", my now husband and I purchased our first investment property which was a duplex outside of Philadelphia. Today, our team owns and manages millions of dollars of real estate. I have learned a ton of lessons. But most importantly, I discovered how complicated – and essential – it is for women to have the tools we need to successfully balance our lives as women, wives, moms, and entrepreneurs. That's why we created our InvestHER® Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com
In this expansive and deliberately contrarian episode, Jesse takes on annuities—not with a sales pitch or a blanket dismissal, but by putting them under a rigorous planning lens rooted in risk, probability, and real retirement outcomes. He begins by laying out what annuities actually are, clearly separating fixed annuities from their variable cousins, and explaining why high fees, capped upside, illiquidity, and poor expected returns make most annuity products deeply unattractive. From there, Jesse zeroes in on the one annuity type he considers intellectually defensible in narrow circumstances: the single premium immediate annuity (SPIA), framing it not as an investment but as insurance against longevity and sequence-of-returns risk. The heart of the episode introduces the concept of ergodicity and uses vivid examples to show how retirement planning is fundamentally non-ergodic, dominated by tail risks, bad timing, and one irreversible life path. Through this lens, annuities are reframed as a tradeoff: a high probability of modest financial loss in exchange for protection against a low-probability but catastrophic retirement failure. Jesse closes by emphasizing that annuities, when used correctly, dull both the upside and the downside—reducing the chance of ruin at the cost of lower lifetime wealth—and that whether that trade is worth making depends not on averages or rules of thumb, but on an individual's specific risks, values, and tolerance for uncertainty. Key Takeaways: • Most annuities are expensive, illiquid, and poorly designed. Annuities are insurance products, not investments. • SPIAs are the simplest and most transparent annuity structure. SPIAs insure against longevity and sequence-of-returns risk. • Retirement planning is a non-ergodic problem. Average outcomes do not reflect individual retiree experiences. • Monte Carlo averages can hide catastrophic failures. • Annuities pool longevity risk across many people. Most annuity buyers will "lose" financially on average. • The annuity decision is a personal risk-management choice, not a math trick. Key Timestamps: (01:39) – Diving into Annuities (07:39) – Understanding Variable and Fixed Annuities (15:38) – Risks and Protections of Annuities (19:58) – Single Premium Immediate Annuities (SPIAs) (26:24) – Understanding Ergodic Systems (30:36) – The 4% Rule and Sequence of Returns (34:44) – Tail Risks and Longevity in Retirement (46:52) – The Role of Annuities in Retirement Planning Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: https://www.fortunesandfrictions.com/post/one-in-a-quadrillion https://bestinterest.blog/e127/ More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Nvidia reported Q4 earnings. Investors checking if the AI trade remains intact. We have you covered with every angle. JPMorgan's Stephanie Aliaga, Sand Hill Global Advisors' Brenda Vingiello, DA Davidson's Gil Luria and T. Rowe Price's Tony Wang provide analysis. 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 of Excess Returns, we sit down with Matt Russell of Business Breakdowns to explore how AI is actually being used in investing today. We go beyond the hype and break down practical use cases for AI in portfolio management, stock research, due diligence, monitoring, and idea generation. From deep research models and agentic AI to prompt engineering and workflow design, this conversation walks through how professional investors can use AI tools to increase productivity, improve decision-making, and reduce blind spots without losing their edge. If you are an asset manager, analyst, allocator, or DIY investor wondering how AI will impact investing and stock picking, this episode offers a clear, practical roadmap.Main topics covered:The evolution from early large language models to deep research and agentic AI for investorsLLMs vs agent-based AI and why the distinction matters for investment researchHow AI fits into an investor's workflow, from due diligence to portfolio monitoringUsing AI to monitor KPIs, earnings calls, and cross-industry signals in real timeHow AI can help kill bad ideas faster and surface deal breakers earlyPrompt engineering for investors, including mindset framing, audience targeting, and output designBuilding mental models into AI systems to reflect your investment philosophyAI tech stacks for investors, including writing tools, deep research models, and browser-based AIIteration, experimentation, and standardized testing of prompts across model upgradesThe impact of AI on alpha generation, active management, and generalist vs specialist investorsOrganizational adoption strategies for investment firms considering AICustomization, agentic workflows, and what AI in investing could look like five years from nowTimestamps:00:00 How AI tools increase investor productivity01:16 Why early ChatGPT was a head fake for investors03:07 The inflection point with deep research and agentic AI05:00 LLMs vs agents explained in plain English07:01 Where AI fits inside an investment workflow09:28 Replacing manual earnings transcript work11:40 Real-time monitoring and AI alerts19:24 Using AI to kill bad investment ideas faster22:01 Trust but verify, hallucinations and safeguards25:29 Matt's AI tech stack for investing30:00 Prompt engineering breakthroughs33:00 Standardized experimentation across new AI models36:07 Building idea generation prompts step by step40:15 Using AI as an editor and critical reviewer43:50 Does AI compress investor skill differences46:10 How funds should adopt AI internally50:40 Fear of falling behind in asset management53:05 Generalists vs specialists in an AI world55:18 AI and the pursuit of alpha57:00 Customization, agents and the future of investing01:01:10 Coding agents and building tools with AI
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Jonny Clay (also known as Grey Rock), a real estate investor from Northern Colorado. Jonny shares his journey into real estate, emphasizing the importance of community, collaboration, and education. He discusses his focus on providing sellers with options, his experience with fix and flips and wholesaling, and the challenges of creative finance strategies in the current market. The conversation also highlights the significance of having a supportive partner in business, the value of helping fellow investors, and advice for newcomers in the industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Welcome back to The Cashflow Project Podcast! In this episode, we sit down with Matt Medrano, managing partner and CRO of Dynamo Capital, Kansas' leading private lender. Matt shares his journey from working in foundation repair to building a fast-growing lending company focused on creative financing solutions. We dive into how Dynamo's approach—including DSCR loans, portfolio consolidation, and entity-only lending—gives investors flexible capital beyond traditional banks. Packed with real-world lessons on resilience, relationship-building, and smart problem-solving, this episode delivers practical insights for investors and entrepreneurs ready to level up. [00:00] "Reframing Goals and Career Realizations" [06:28] "Sales Role in Home Solutions" [07:37] Costly Home Repairs Explained [11:37] Adapting to Work Challenges [15:27] "Redefining Success Through Storytelling" [19:14] Perseverance, Pivoting, and Hindsight [21:21] "Connections Through Collected Jerseys" [25:47] "Rethinking Lending with a 'Why?'" [26:46] "Challenges in Midwest Loan Brokering" [30:43] "DSCR Loans for Investors" [34:42] $50K Profit Investment Deal [38:40] Startup Struggles and Triumphs [41:38] "Scrappy, Solution-Driven Fund Managers" [44:11] "Real Estate to Wall Street" [46:03] Raising Lending Standards Locally [51:01] "Future Success and Growth Ahead" [52:38] "Connect, Act, & Stay Tuned" Connect with Matt Medrano! LinkedIn Website Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram
Robin Zander hosted a Snafu webinar for the Sidebar community on non-sales selling—think self-promotion for career transitions, freelancers, entrepreneurs, and product people. The goal: learn to "sell yourself" without the ick factor. Participants shared fears: follow-ups feel intimidating, sales feels slimy, and success seems like a numbers game. Robin reframed it: selling is really about enrollment—being a chief evangelist for your work, not begging for attention. Drawing on stories from his childhood pumpkin patch, his time as a personal trainer (where desperation lost him clients), and opening Robin's Cafe in San Francisco (raising $40k, serving multiple stakeholders, training staff with Danny Meyer's principles), he showed the difference between selling from need vs. service. Long-term success comes from genuine connection, curiosity, optimism, and passion. Attendees explored their "authentic attitude" and reflected on times self-promotion felt good versus slimy. Exercises included mapping all the people who benefit from your work—employees, customers, managers, mentees, community—and practicing generosity in selling (a "Miracle on 34th Street" mindset: help customers even if it means sending them elsewhere). In Q&A, Robin tackled: Asking for promotions as modeling for others, especially women and minorities Persistence in follow-ups (yes, emailing Mark Benioff 53 times counts) Relationship-based enterprise selling Avoiding fear-based AI marketing by knowing who you serve and what problem you solve Recommended reading: Setting the Table (Danny Meyer), Unreasonable Hospitality (Will Guidara), The New Strategic Selling. Robin also shared upcoming Snafu conference details (March 5, Oakland Museum of California) and reminded everyone: Snafu = situation normal; all fucked up. 00:00 Start 01:06 Audience Fears About Selling Robin Zander welcomes 93 participants to the webinar Notes the session is interactive with exercises planned Encourages participants to drop questions in chat or interrupt him Last 15–20 minutes reserved for questions Robin introduces himself briefly Focuses on storytelling as a tool for self-promotion Shares experience as a community builder Runs a conference called Responsive since 2016 (not Snafu) Tools, structures, and company cultures for resilient organizations Two-day event each September on the future of work Focus on building resilience in organizations Observations on rapid change Technology and work-life changes happening at a fast pace Questions about resilience in individuals Traits needed in careers, personal relationships, professional relationships Ability to stay resilient through change Robin frames his expertise Emphasizes his strength in asking questions and fostering honest conversations Labels himself a reluctant salesperson Not the world's leading expert on self-promotion or selling Key lessons from research and interviews Two buckets matter in business and life: Example: Sidebar community forming coalitions for learning and action Operational excellence: being competent and at least as good as others Promotion/enrollment/sales: standing up, saying what you want, building coalitions Started interviewing people about influence and persuasion Started a weekly newsletter called Snafu Written by hand, not AI Shares lessons from his life and others about self-promotion and resilience Focus on courage to take action: raising hand, offering something valuable Core characteristics of self-promotion and selling yourself Connecting with others: art of connection Courage to ask: inspired by Amanda Palmer's TED Talk and book The Art of Asking Opposes traditional "always be closing" sales mentality Advocates for simply asking for what you want Current work mostly involves storytelling for large companies Clients include Supersonic, Airbnb, Zappos, and others 12:25 Service as the Core Principle Robin introduces the concept of storytelling for self-promotion Stories used to: Get promotions Build coalitions Propel career or organizational growth Emphasizes turning personal, career, or company stories into "commercials" Focus of today's talk: self-promotion with impact Core principle: service Showing up from a place of helping others Through helping others, also helping oneself Distinguishes between sleazy salespeople and effective self-promoters Childhood anecdote: Robin's pumpkin patch Tended plants all summer, learned responsibility and care Harvested pumpkins and sold them using a small red tin box labeled "money" Ran "Robin's Pumpkin Patch" for five to seven years At age five, father had him plant pumpkin seeds Engaged neighborhood kids for fun, collaborative promotion Explained product (pumpkins) enthusiastically to potential buyers Used scarecrow costumes and creative gestures to attract attention Lessons learned from pumpkin patch: Authentic enthusiasm creates value Helping people do what they were already inclined to do Early experience of earning and serving simultaneously Self-promotion is most effective when it's service-driven, not manipulative Applying childhood lesson to career and business Asking for a raise Persuading companies to choose one service over another Promoting oneself or others (e.g., Evan, web developer) Key principle: approach self-promotion from delight and service, not need or fear Authentic enthusiasm as foundation for: Interactive exercise for participants Not influenced by sleep deprivation or stress Could be inspired by childhood or adult experiences Opposite of fear; personal and unique for each participant Question posed: what is your authentic attitude when self-promoting? Examples shared from participants: Curiosity Passion Inspiration Service to others Observation Possibility Insight Value Helping others Creativity Belief in serendipity Optimism Key takeaway from exercise and story Promoting from delight, enthusiasm, and service Promoting from need or fear Two versions of self-promotion: Effective self-promotion aligns with authenticity and enthusiasm, creating value for others while advancing oneself 18:36 Gym Job and Needy Selling Robin shares the next story and sets up the next exercise Gym culture is sales-heavy Initial motivation: love of fitness, desire to help people Quickly realizes environment incentivizes personal trainers to sell aggressively Timeframe: ~20 years later, at age 20, moved to San Francisco First post-college job: personal trainer in gyms Early experience at gyms Key lesson from early failure Selling from need feels gross Promoting oneself from fear or desperation leads to poor results Recognizes similarity to unwanted sales calls received personally First authentic success in self-promotion Worked at Petro and World's Gym in San Francisco, Pilates instructor Owner confronted Robin after two weeks: no clients, potential clients being lost to others Threatened termination by Friday if no clients acquired Robin froze under pressure, approached clients but with needy, desperate energy Outcome: fired by Friday, left gym Encounters man in pain on Valencia Street, offers help as personal trainer Approach comes from genuine care, desire to serve Leads to three-year working relationship, consistent sessions, good income Next client: world-famous photographer Michael Light at UCSF swimming pool Client comes from natural connection, not pushy salesmanship Dichotomy observed: Pushy, need-based self-promotion → freeze, poor results Service-oriented self-promotion → natural connections, sustained relationships Exercise for participants Prompt: identify two moments: One time self-promoting felt slimy → what were you doing? One time self-promoting felt good → what were you doing differently? Two-minute reflection / chat participation Participant reflections/examples Slimy examples: Interviewing for a job during layoffs, giving desperate energy Selling P&L at a hyperscaler Selling computers and printers in UK post-college Sales emails getting ghosted Feeling inauthentic or performative, taking advantage of someone Good examples: Offering services out of care and love rather than ROI Showing impact of work to junior child Knowing services add real value and solve a challenge Being clear on what the other person needs Key takeaway Self-promotion feels different depending on intent and knowledge Slimy → desperate, inauthentic, unclear value to recipient Authentic → service-driven, clear value, connection-focused Effective self-promotion combines knowing your value and serving others, not just pushing for personal gain 25:35 Miracle on 34th Street Lesson Feeling good in self-promotion comes from genuinely helping, solving problems, and sharing information Santa Claus hired at Macy's to hold kids and give candy canes, but real goal: persuade parents to buy from Macy's Santa instead sends parents to competitor to truly serve them Macy's manager initially furious Outcome: customers feel genuinely served, return praising Macy's, become loyal fans Robin references Miracle on 34th Street (original version) Key insight: providing real value, even if it benefits someone else, eventually returns value to you "Put enough bread across the water, eventually good things come back" Participant reflections Slimy: knowing audience expects judgment, catering to them for approval Good: giving the gift of knowledge, providing service freely Takeaway: authentic self-promotion is rooted in service, generosity, and sharing expertise, not manipulating for immediate gain 27:45 Starting Robin's Cafe Through Service Robin shares a major professional turning point: opening Robin's Cafe in 2016 No restaurant experience beyond college busing tables Opened in three weeks, eventually grew to 15 employees by 2018 Worked in multiple industries: Pumpkin patch, personal trainer, circus performer Opened a café/restaurant in Mission District, San Francisco Courage and conviction came from clear focus on service to others Employees: create a great workplace, go-giver culture Investors: $40k raised from friends/family, provided value and potential return Landlords (ODC, nonprofit dance center): wanted success of business to support community Customers: diverse—tech workers, kids in dance classes, local community Robin himself: financial sustainability, learning, personal growth Key audiences served by Robin's Cafe Approach to challenges Used Danny Meyer's Setting the Table as a service-focused framework for employees Philosophy: "giving in order to get paid" Examples: spouse, kids, dog, manager, peers, mentees, clients, community, customers, extended family, mentors Served multiple stakeholders during crises: break-ins, flooding, city permitting, neighborhood issues Exercise: identify all the people who benefit from your work or success Key idea: the more stakeholders served, the easier self-promotion becomes, because it comes from service, not need or pressure Show up thinking: does this serve the person I'm talking to? Principle: selling yourself from a place of service Consider multiple stakeholders simultaneously Audience question: elaborate on applying this service mindset specifically to asking for a promotion Tying service to self-promotion in career advancement Result: asking for a raise, applying for jobs, pitching clients—all easier and more authentic 38:11 Promotion As Service Asking for a promotion from a place of service Example: doing the role already, deserving recognition, asking for what you believe you've earned. Personal perspective: advocating for yourself is a form of service to yourself Recognize other stakeholders in the process: Modeling courage and advocacy for the next generation Authority enables ideas to be taken more seriously Stories gained from new responsibilities enhance value to clients or teams People you mentor, especially women or underrepresented groups The organization: your promotion can make it stronger Your family or children: showing them what it looks like to advocate Concrete examples Outcome: trajectory of career positively influenced, demonstrated courage, modeled behavior Asking first time for a manager role Later asking for VP title as a director Courage and small steps Courage = acting despite fear, not absence of fear Practice by taking incremental steps toward what scares you Avoid masking or hesitation; direct action builds confidence and results Persistence and follow-up Busy people require patience and multiple nudges Example: Mark Stubbings emailing Mark Benioff 53 times before a yes Persistence = respectful, consistent follow-ups Role modeling for women and minorities Demonstrates that asking is a normal, expected, and service-oriented act Many don't ask for promotions or raises due to upbringing or cultural norms Modeling advocacy teaches the next generation, including children, to speak up Service mindset in practice Approach self-promotion by asking: is this good for the other person? Keep intention aligned with service, not desperation Books for guidance: Setting the Table – Danny Meyer: service-driven sales and employee culture Unreasonable Hospitality – Will Guidara: lessons from the restaurant world on giving value and delight Key takeaways for promotion and asking Serve yourself, your mentees, your organization, and your broader audience Take small, courageous steps to ask for what you deserve Follow up respectfully and consistently; don't assume silence = no Self-promotion becomes easier and authentic when rooted in service, not fear or need Snafu Newsletter Weekly newsletter written by Robin Covers influence, persuasion, and modern workplace dynamics A resource for ongoing learning and practical insights 56:55 Where to Find Robin Robin's newsletter covers influence, persuasion, and modern work. Snafu Conference Responsive Conference Robin Zander on social medias
Dr. Felecia Froe guested on the Planet Wealth podcast, hosted by Mary Kathryn Johnson, for a powerful conversation about investing through fear, rebuilding after loss, and creating financial freedom with purpose. She shares her journey from board-certified urologist to social impact real estate investor, including losing everything in 2008 and choosing to start again anyway. Dr. Froe explains how she evaluates risk using the "worst case scenario" test, why fear never fully disappears, and why financial independence gives women the power to walk away from anything that isn't in their best interest. From sober living homes to grocery stores in food deserts, this episode highlights how money can create both personal freedom and meaningful community impact. 00:00 – From Surgeon to Investor: The Voice That Wouldn't Go Away 04:46 – Losing Everything in 2008 — and Starting Again 09:46 – Identity, Fear & Refusing to Stay Stuck 16:31 – Investing Through Fear: The Worst Case Scenario Test 22:11 – Money Working for You vs. You Working for Money 28:46 – Social Impact Investing: Turning Profit Into Purpose 34:01 – The One Rule for Investors
What if our biggest edge in an AI world isn't more data—but better learning? In this episode of 2050 Investors, host Kokou Agbo-Bloua pits biological intelligence (BI) against its artificial counterpart (AI). Creativity and synapses on one side; scale, speed, and 24/7 recall on the other. We discover why deep learning happens in alpha, not frenetic beta; why a 20 watt human brain still outperforms giant models on imagination; and what centaur-style teaming (humans + machines) means for faster search, synthesis, and simulation. Later, guest Dr. Barbara Oakley, Professor of Engineering at Oakland University and a scholar on how people acquire expertise, shares pragmatic protocols for busy professionals to build “chunks” of expertise that hold up under market stress; the dangers of fully offloading cognition to AI (and how to protect internal knowledge and critical thinking), and why embracing discomfort is the price of neural rewiring and real growth. Unpack this episode for a science-backed career playbook to stay ahead in 2026.CreditsPresenter & Writer: Kokou Agbo-Bloua. Producers & Editors: Jovaney Ashman, Jennifer Krumm, Louis Trouslard.Sound Director: La Vilaine, Pierre-Emmanuel Lurton. Music: Cézame Music Agency. Graphic Design: Cédric Cazaly.Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto's speculative thunder. We also dig into the risks of levered and covered call ETFs, index rebalancing, and more. Enjoy! __ Follow James: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (03:25) What Happened To Crypto? (06:18) The Basis Trade (08:12) The Evolving ETF Landscape (12:48) Onboarding Institutions & Tokenization (17:47) Global Access To ETFs (20:09) Top Holders & Sellers And AI Competition (25:35) Ads (Coinbase) (26:28) Levered & Covered Call ETFs (31:00) Index Inclusions & Rebalancing (35:00) Massive Dispersion & ETF Rotations (41:07) Private Credit & Equity (45:30) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
This week on Swimming with Allocators, Earnest and Alexa welcome David Clark, CIO at Vencap, who unpacks the realities of venture capital, emphasizing a data-driven approach to understanding returns, the persistent and intensifying “power law” in VC, and why only a small percentage of funds and companies drive outsized results. The discussion covers the challenges of evaluating new managers versus established firms, the nuances of secondary investments, and the critical importance of consistent, top-tier fund performance. Listeners will gain insight into the pitfalls of confirmation bias, the difficulties facing retail investors, and why strategy, transparency, and adaptability are key for long-term VC success. Also don't miss Rebecca Stuart of Sidley as she explains how unprecedented AI-focused acqui-hires function as talent raids that can bypass standard change-of-control protections. She also outlines legal and structural strategies VCs and startups can use like broadened definitions of change of control, retention and vesting design, and coordinated employment/comp practices, to better protect portfolios and key teams. Highlights from this week's conversation include: Welcoming David to the Show and Previewing Today's Episode (0:18) David's Shift From Traditional LP Diligence to Data-Driven Investing (2:48) How Long Feedback Loops and Unknown Unknowns Shape Venture Outcomes (5:16) Confirmation Bias, Narratives, and Doing Pre-Meeting Homework on Managers (6:55) Pattern Recognition and What World-Class Founders Look Like (8:49) Using Power Laws and Top 1% Companies as the Core LP Filter (10:40) Why Singles and Doubles Rarely Add Up to Great Venture Funds (13:46) AI Acqui-Hires, Talent Raids, and Risks to VC Portfolios (17:20) Deal Structures That Avoid Change of Control and LP Protections (19:04) Retention Tools, Forfeiture for Competition, and Staggered Vesting Cliffs (20:53) Democratization of VC, 401(k) Investors, and the Risk of Disappointment (25:22) Emerging Managers and the Myth of the Middle Class in Venture (30:58) Venture Secondaries, Premium Pricing, and Why Discounts Can Be Misleading (36:04) Scope Creep, Platform Expansion, and When LPs Disengage From Big Firms (42:06) VenCap is one of the longest-running dedicated venture capital fund-of-funds globally, investing in many of the world's leading VC firms for over three decades. The firm's strategy emphasizes long-term consistency, deep relationship networks, and concentrated exposure to top-tier venture capital companies across cycles. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we speak with Adam Hemmer, Managing Director at TSG Consumer, a leading consumer-focused private equity firm with approximately $13 billion in assets under management. With a 35+ year track record of building iconic brands, TSG leverages deep consumer expertise to partner with exceptional leaders and transformational brands, helping them grow and adapt to the ever-evolving needs of their consumers. Adam works closely with TSG's partner companies and is actively involved in originating, structuring, and conducting due diligence on new investment opportunities. Prior to joining TSG, he was a consultant at Kurt Salmon, advising private equity clients on transactions in consumer products and retail. Adam received a BA from Stanford University. He was recently recognized as a Top 40 Under 40 Growth Investor of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
Nvidia (NVDA) posted record quarterly revenue backed by strong data center growth and still-strong margins powering the Blackwell and Vera Rubin chipmaker. Investors rewarded the earnings beat with a rally. Marley Kayden, Sam Vadas, and George Tsilis break down the numbers and explain how all of this affects the general AI trade.======== 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
Built a successful business… but don't feel free?In this episode of The $100M Entrepreneur Podcast, Brad breaks down the “Freedom Pivot” — the shift from operator to owner to investor. He explains why what got you to $1M won't get you to $10M, how growth can quietly trap you, and why real freedom isn't just about money — it's about time, choice, and control. You'll learn the three stages of business evolution, how to eliminate bottlenecks, and why systems × leadership create freedom, along with practical strategies for auditing your calendar, redesigning decision flow, and building an asset that's scalable, saleable, and built for long-term wealth.If you don't want to own a job — you want to own an asset — this episode will show you how to make the shift.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone. Please click here to learn more about Brad Sugars: https://bradsugars.com/Build a Business That Gives You More Time, Money & Life: Get The $100M Playbook: https://go.bradsugars.com/100m-playbook-ebook
Paul chatted with a curious young investor this week who was eager to share what he was investing in and ask for some constructive feedback. Listen along as Paul and Evan talk about showing investors the funds that have overlapping stocks and don't offer more diversification. Paul and Evan share how this young investor was trying to follow the fundamentals of investing, but some of the most popular products in the industry aren't designed to follow them. Later in the episode, Paul and Evan discuss markets and the economic effects of tariffs following this week's Supreme Court ruling on the Trump tariffs. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
Preview for later today: Liz Peek joins John Batchelor to discuss how AI developments are causing market sell-offs in software and logistics, prompting investors to seek alternatives to MAG 7 stocks.1963
Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willing to give up our Fool card for. There's also a look at how we think the percolating market matters of today will play out a year from now. They unpack: - Unlikely stocks that they are championing right now. - Potential buyout chatter for PayPal. - What comes next for the Warner Bros. Discovery romcom love triangle? Companies discussed: LOB, UPBD, HIMS, PYPL, WBD, NFLX, PSKY Host: Rick Munarriz, Guests: Jason Hall, Travis Hoium Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices