Podcasts about investors

Person who allocate's capital with the expectation of a financial return

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    We Study Billionaires - The Investor’s Podcast Network
    TECH013: Monthly Tech Round-up - Davos WEF, Claude Cowork, Macrohard, w/ Seb Bunney (Tech Podcast)

    We Study Billionaires - The Investor’s Podcast Network

    Play Episode Listen Later Jan 28, 2026 68:22


    Seb and Preston explore the rapid evolution of AI, its role in reshaping work, communication, and biology. They discuss tools like Claude Co-Work, delve into the implications of AI relationships, blockchain integration, and breakthroughs in longevity science. With insights from personal experiments and global trends, they paint a vivid picture of the AI-powered future. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:58 - What Elon Musk and tech leaders are saying about AI and the future 00:04:33 - Why time feels like it's accelerating in today's tech-driven society 00:05:09 - How AI tools like CoWork outperform others in coding and organization tasks 00:16:15 - How note-taking AI is transforming productivity and book writing 00:17:36 - How AI could power one-person billion-dollar startups 00:18:19 - The significance of Claude's ethical framework in guiding AI decisions 00:19:27 - The ethical concerns of forming relationships with AI 00:37:03 - How energy-efficient communication protocols can reshape AI infrastructure 00:45:26 - Why legal recognition is essential for real blockchain-based equities 00:54:36 - How stem cell therapies may move medicine toward curing rather than managing disease Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Official Website: ⁠Seb Bunney⁠. Seb's book: ⁠The Hidden Cost of Money⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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 Linkedin Talent Solutions Human Rights Foundation Simple Mining Masterworks Vanta Fundrise Netsuite Shopify 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

    Money Tree Investing
    How To Profit In The Run It Hot Economy

    Money Tree Investing

    Play Episode Listen Later Jan 28, 2026 49:32


    The global economy is shifting into a "run-it-hot" inflationary growth phase driven by political incentives, energy demand, and the need to manage unsustainable debt and here is how to profit on it. The U.S. is deliberately favoring high growth and persistent inflation to inflate away debt and support asset prices ahead of midterms, even as official data and climate narratives are treated with skepticism. Today we talk about how governments historically deal with excess debt, why inflation plus growth is the most politically viable path, and how this environment favors commodities, real assets, and cyclicals over overvalued big tech. Markets are rotating, not simply "risk-on/risk-off," so you should be wary against blindly sticking with what worked in the past. Stay flexible as policy volatility, geopolitical shifts, and changing economic forces reshape the investment landscape. We discuss...  Energy policy is rapidly shifting in favor of expansion as tech-driven demand makes energy security a political priority, sidelining prior climate and regulatory concerns. The "run-it-hot economy" framework argues the U.S. is intentionally pursuing high growth alongside persistent inflation to manage excessive sovereign debt and support asset prices. With midterms approaching, political incentives favor policies that keep markets strong, reduce visible costs like energy and housing, and maintain public confidence rather than fiscal austerity. Inflation and growth together are framed as the most realistic way for governments to inflate away debt without triggering default or severe political backlash. Historical economic regimes are outlined to show how different inflation and growth combinations favor different asset classes. The current environment resembles an inflationary boom, which historically benefits commodities, real assets, and stores of value. Big tech and innovation-led assets are seen as potential underperformers in an inflationary, rotational market after years of dominance. Market leadership is narrowing and rotating, with small caps, mid caps, and non-U.S. markets showing stronger early-year performance. The S&P 500's heavy concentration in a small number of tech stocks increases risk as leadership weakens. Investors are cautioned against blindly rebalancing or clinging to past winners without reassessing changing tailwinds and headwinds. Fraud reduction and spending audits may improve trust and optics but are unlikely to materially fix long-term debt problems. Energy's small weight in major indexes is highlighted as a potential mispricing given its economic importance. Seasonal market patterns suggest near-term volatility is likely even within a broader bullish rotation. Investors must adapt portfolios to evolving macro regimes rather than assume past strategies will continue to work.   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.com/how-to-profit-785 

    DH Unplugged
    DHUnplugged: TTM and Back

    DH Unplugged

    Play Episode Listen Later Jan 28, 2026 65:41


    Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P  500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations -  EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this.       Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

    The Future of Supply Chain: a Dynamo Ventures Podcast
    Re-Air: Stresswood and Strength: Unlocking Resilience & Innovation in Supply Chain Investing with Earnest Sweat of Stresswood Ventures

    The Future of Supply Chain: a Dynamo Ventures Podcast

    Play Episode Listen Later Jan 28, 2026 35:32


    From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Earnest Sweat, GP at Stresswood Ventures. In this conversation, Santosh and Earnest explore the evolving landscape of supply chain investment, emphasizing the importance of resilience among founders and investors. Earnest shares insights from his venture capital journey, the role of technology, and the significance of storytelling in investing. They also discuss challenges like labor shortages and opportunities in reverse logistics and labor optimization while also highlighting the need for conviction in non-AI investments, the critical role of human connection in the industry, and so much more.Highlights from their conversation include:Welcoming Back Earnest to the Show (0:45)Inspiration Behind "Stress Wood" (1:05)The Importance of Resilience (2:21)Value of Storytelling in Investing (9:17)Understanding the Supply Chain Landscape (12:27)Opportunities in Non-AI Companies (15:18)Future Investment Focus Areas (21:43)The Industrial Landscape and Labor Challenges (24:43)The Role of Investors in Series A (27:54)Importance of Industry Knowledge (30:17)Pre-Seed and Seed Investment Strategies (31:21)Customer Introductions as a Value Proposition (32:28)Future of Electrification (34:07)Best Ecosystems for Supply Chain Startups and Parting Thoughts (34:16)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Charles Payne's Unstoppable Prosperity Podcast
    Charles' Take: Investors Ditch Small Caps for Growth Giants

    Charles Payne's Unstoppable Prosperity Podcast

    Play Episode Listen Later Jan 28, 2026 7:34


    Market anxiety is driving investors back toward large-cap growth stocks as small caps face a wave of volatility despite their strong start to the year. Charles speaks  with FOX Business' SlateStone Wealth Chief Market Strategist Kenny Polcari to discuss why investors are flocking to safety, the impact of potential credit card rate caps, and why small-cap biotech and construction remain vital plays for future growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Renegade by Centennial Beauty
    MINI TECH SCROLL: Why is TikTok broken for Americans? Inside the first week of the TikTok USDS joint venture

    Renegade by Centennial Beauty

    Play Episode Listen Later Jan 28, 2026 23:34


    The biggest tech news & social media trends on the internet from January 28th, 2026.Join our Patreon https://www.patreon.com/cw/CentennialWorld  Timestamps:00:00 Intro1:40 TikTok and the US government close the deal to spin off TikTok5:42 Investors leading the TikTok USDS joint venture8:10 Allegations of censorship on US TikTok  11:00 Glitches & TikTok's data centre power outage 13:00 Changes to TikTok's privacy policy 15:17 Alternative platforms to TikTok gaining traction: UpScrolled, Skylight & Monnett17:41 Will people stick to the alternative platforms? What is next for US TikTok?   Subscribe to Spotify: https://open.spotify.com/show/18cqrQI7gMiVfxIMRAeULF   Subscribe to Apple Podcasts: https://podcasts.apple.com/au/podcast/infinite-scroll/id1499785732   Subscribe to our weekly Substack: https://centennialworld.substack.com/   Follow us on Instagram: https://www.instagram.com/infinitescrollpodcast/   Follow our publication: https://www.tiktok.com/@centennialworld   Follow Lauren on Instagram: https://www.instagram.com/laurenmeisner_/   Follow Lauren on TikTok: https://www.tiktok.com/@laurenmeisner_Please consider buying us a coffee to help keep Centennial World's weekly podcasts going! Every single dollar goes back into this business

    Motley Fool Money
    Owning the Operating System

    Motley Fool Money

    Play Episode Listen Later Jan 27, 2026 22:09


    In today's episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss: - Nvidia's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints - How restaurant tech is pushing the limits on throughput - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR Host: Emily Flippen, Jason Hall, Asit Sharma 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

    The Long View
    Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice

    The Long View

    Play Episode Listen Later Jan 27, 2026 52:56


    Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing on the practical realities of evaluating alternative investments from the limited partner perspective. Leyla began investing in public markets in 2001 and expanded into private markets in 2020, with current holdings spanning public equities, real estate, and alternatives. She started her career in finance and management consulting after graduating from the University of Washington. She also worked in advisory services at a Big Four accounting firm.BackgroundLeyla KunimotoAccredited Investor InsightsPrivate Equity, Private Credit, and Private Real Estate“Inside the Black Box: What First Brands Teaches Us About CLO Risk,” by Leyla Kunimoto, AccreditedInsight.com, Oct. 2, 2025“Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It," by Alexander Saeedy, WSJ.com, July 13, 2025“PIK Is Whispering. Are You Listening?” by Leyla Kunimoto, AccreditedInsight.com, June 12, 2025.“Private Credit Interval Fund,” by Leyla Kunimoto, AccreditedInsight.com, Aug. 24, 2025.“Non-Traded BDC Meets Mr. Market,” by Leyla Kunimoto, AccreditedInsight.com, Nov. 20, 2025“The Problem With PME,” by Leyla Kunimoto, AccreditedInsight.com, Oct. 9, 2025.“Private Equity 101: What Every LP Should Know,” by Leyla Kunimoto, AccreditedInsight.com, July 31, 2025.“Private Markets in 2026: What Changes, What Sticks,” by Leyla Kunimoto, AccreditedInsight.com, Dec. 28, 2025.“It's NAV … Until You Want Liquidity,” by Leyla Kunimoto, AccreditedInsight.com, Jan. 8, 2026.“Why Vanguard, Champion of Low-Fee Investing, Joined the ‘Private Markets' Craze,” by Matt Wirz and Anne Tergesen, WSJ.com, July 2, 2025“The Golden Doodle of Private Markets: Evergreen Secondaries” by Leyla Kunimoto, AccreditedInsight.com, Oct. 30, 2025.Books MentionedRich Dad Poor Dad: What The Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!, by Robert KiyosakiThe Intelligent Investor: The Definitive Book on Value Investing, by Benjamin GrahamMastering The Market Cycle: Getting the Odds on Your Side, by Howard Marks Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Wealth Without Wall Street Podcast
    Round Table | The 2026 Investor Playbook: What We Expect to Boom and What We Expect to Bust

    The Wealth Without Wall Street Podcast

    Play Episode Listen Later Jan 27, 2026 37:39


    Wondering where to invest in 2026? In today's discussion, the financial coaches look into the 2026 investment landscape, revealing what's set to boom and what's expected to bust in the coming year. Drawing on insights into economic trends, market shifts, and emerging investment opportunities, they discuss strategies to help investors navigate the next phase of market evolution.Whether you're a beginner or an experienced investor, understanding what to avoid and what to seize is key to capitalizing on the market's potential. Tune in to gain expert tips on how to position yourself for success in 2026 and beyond, ensuring you're ready for both the opportunities and challenges ahead.Top three things you will learn:-Identifying which industries are poised for growth, and which ones could experience downturns in 2026-Strategies for managing investment risks and identifying profitable opportunities in a volatile market-Key investment principles to help you succeed in different market conditionsDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.

    The Real Estate CPA Podcast
    362. The Quiet Strategies High-Income Investors Use Instead of REPS or STRs

    The Real Estate CPA Podcast

    Play Episode Listen Later Jan 27, 2026 30:11


    In this episode of the Tax Smart REI Podcast, Thomas Castelli breaks down how high-income earners can legally build tax-advantaged, tax-free income through real estate - even without REPS or short-term rentals. You'll get a practical crash course on how the U.S. tax system actually works, why real estate is treated so favorably by the IRS, and how savvy investors use depreciation, refinancing, and smart exit strategies to increase cash flow while lowering their effective tax rate. This episode is for high-income W-2 earners, business owners, and real estate investors who want to zoom out, understand the bigger picture, and stop chasing one-off tax hacks. If you're looking to build long-term, tax-efficient wealth through real estate -- this is your roadmap. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, 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.

    Real Estate Masters Podcast
    #90 Most Investors Lose Money in Bad Markets - Here's What the Smart Ones Do

    Real Estate Masters Podcast

    Play Episode Listen Later Jan 27, 2026 52:00


    Most Investors Lose Money in Bad Markets - Here's What the Smart Ones Do breaks down how experienced operators stay profitable when the market shifts—by building multi-cycle businesses, stacking multiple marketing channels, and keeping several exit strategies ready at all times. Jason Lewis shares why "one-trick" deal flow collapses fast, how to adapt between wholesale and flips as spreads change, why staying in the first-time-buyer price range can protect margins, and how AI could reshape housing demand and the middle class over the next decade. The conversation also gets tactical on direct mail: fresh data, high-performing niche lists, predictive modeling, and creative split-testing that improves results over time. It wraps with a key business lesson—running with a clearer vision and stronger execution systems so the business doesn't break when conditions do. _______________________________ If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz   And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv   _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources ________________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms. When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes. Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

    Stocks To Watch
    Episode 764: iMetal Resources ($IMR | $IMRFF) in Action: Advancing Prolific Assets

    Stocks To Watch

    Play Episode Listen Later Jan 27, 2026 11:19


    From completing Phase 1 drilling at the Gowganda West Project, which builds on the company's early drill discovery, to advancing plans for a diverse and balanced commodities portfolio, iMetal Resources (TSXV: IMR | OTCQB: IMRFF | FRA: A7VA) stands out as a dynamic micro-cap with strong long-term potential.Learn more as President & CEO Saf Dhillon shares key exploration updates, explains what they mean for iMetal Resources' growing momentum, and outlines the company's strategy for future growth.Discover: https://imetalresources.ca/Watch the full YouTube interview here: https://youtu.be/qWHzboRo6JIAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

    Awarepreneurs
    389 | Vetting Investors as Much as They Vet You with Lauren Howard

    Awarepreneurs

    Play Episode Listen Later Jan 27, 2026 49:20


    Bio: Lauren "L2" Howard is a telehealth program operator, mental health advocate, and women's champion who believes, above all, that isolation lies—it's not just you, and help is available. She is the CEO of LBee Health, a virtual mental health treatment program that supports people recovering from burnout, toxic work environments, and trauma, while also providing full-spectrum mental health care with an emphasis on accessibility and lower-cost options. Lauren is also the CEO of ElleTwo, a digital platform and community boldly calling BS on outdated ideas of "professionalism" for women and inviting them to join #teamdifficult as they redefine what leadership and success can look like. Across her companies and consulting work, L2 uses technology, storytelling, and care to build spaces where people can heal, tell the truth about what they're going through, and do work that feels more human and sustainable.   This episode is sponsored by the coaching company of the host, Paul Zelizer. Consider a Strategy Session if you can use support growing your impact business. Resources mentioned in this episode include: LBee Health site Lauren on LinkedIn Different Not Broken podcast Paul's services Pitch an Awarepreneurs episode

    The Tax Sale Podcast - Investing in Tax Deeds & Tax Liens
    E412: How Smart Tax Sale Investors Actually Win

    The Tax Sale Podcast - Investing in Tax Deeds & Tax Liens

    Play Episode Listen Later Jan 27, 2026 12:51


    Most people who get into tax sale investing believe success comes down to finding the right deal or being in the right place at the right time. In reality, the biggest differences between those who succeed and those who quietly disappear have very little to do with luck.In this episode, I share insights drawn from decades in the tax sale business and years of watching investors at every stage of the journey. The patterns are clear, repeatable, and often overlooked by new investors chasing quick wins.Whether you're just getting started or you've already participated in tax sales, this conversation will challenge how you think about decisions, risk, and long-term strategy in this business — and help you approach tax sale investing with a more sustainable mindset.Come learn, join the community and succeed: http://www.skool.com/taxsale

    Collecting Keys - Real Estate Investing Podcast
    476 | The Five-Year Reality Check Every Investor Needs

    Collecting Keys - Real Estate Investing Podcast

    Play Episode Listen Later Jan 27, 2026 38:24


    What did you think of todays show??Profitable one year, underwater the next — real estate doesn't always math the way you expect. In this episode, Mike shares why short-term numbers lie and what his once cash-flowing rental portfolio looks like five years in. You'll hear why “looking good on paper” can still turn into a cash problem, what most people misunderstand about tax incentives and lending rules, and how you can avoid surprise tax bills.Topics discussed:Introduction (00:00)Your five-year portfolio reality check (01:13)What people misunderstand about real estate tax incentives (04:00)Why you need to stay on top of professionals you hire (09:53)Why Dylan is replacing his acquisitions manager (13:30)How your problems evolve as you scale (20:28) Lending rules that catch investors off guard (23:05) The truth about private mortgage insurance (28:51) What investors miss about DSCR rates and loan structure (31:02)Early takeaways from 2026 (35:37)Sign up to join the FREE Scale Community! https://collectingkeys.com/Want deeper breakdowns like this every week? Subscribe to the Collecting Keys newsletter! https://collectingkeys.com/newsletter/Follow us on Instagram!https://www.instagram.com/collectingkeyspodcast/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/https://www.instagram.com/dylan_does_dealsThis episode was produced by Podcast Boutique https://www.podcastboutique.com

    ITM Trading Podcast
    The Gold Mistake Most Investors Don't Even Realize They're Making

    ITM Trading Podcast

    Play Episode Listen Later Jan 27, 2026 9:35


    Gold is exploding in value, the dollar is imploding, and more Americans are waking up to the truth: the financial system is broken. But there's a critical mistake many are making right now—they think they own gold when all they really have is a digital IOU. The keyword isn't "exposure." It's ownership. And unless you can hold your gold in your hands, you're depending on a fragile system full of counterparty risk.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

    Investor Fuel Real Estate Investing Mastermind - Audio Version
    Self-Storage vs Rentals: How One Investor Built a Scalable Business

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Jan 27, 2026 22:47


    In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Aaron Caudell, a seasoned real estate investor who has transitioned from convenience stores to self-storage. Aaron shares insights on his journey, the importance of embracing technology, and the challenges of scaling his business. He emphasizes the significance of understanding market dynamics and the value of mentorship in navigating the complexities of real estate investment. Listeners will gain practical advice for starting their own investment journeys and learn about the evolving landscape of the self-storage 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   —--------------------

    Motley Fool Money
    It's the Big Tech Earnings Game! AAPL, META, MSFT

    Motley Fool Money

    Play Episode Listen Later Jan 26, 2026 16:28


    Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets? Hosts discuss + 3 bullet points of topics: Rick Munarriz and Sanmeet Deo:- Discuss Big Tech spending plans for 2026.- Review analyst expectations for AAPL, META, and MSFT.- Play a game of "beat, raise, or miss" and offer some other predictions.Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Tickers: Companies discussed: AAPL, META, MSFTHost: Rick MunarrizGuests: Sanmeet DeoProducer: Anand ChokkaveluEngineer: Bart Shannon 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 paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Becker Group C-Suite Reports Business of Private Equity
    The Planning Gap: Why Most $1–20M Companies Stall Out with Yarin Gaon of Fractional Partners 1-26-26

    Becker Group C-Suite Reports Business of Private Equity

    Play Episode Listen Later Jan 26, 2026 38:19


    In this episode, Yarin Gaon, Investor and Founder of Fractional Partners, explains why many companies in the $1 to $20 million range stall despite strong traction. He shares how financial and strategic clarity, focus, and the discipline to say no help founders scale profitably and build investable businesses. 

    Coach Carson Real Estate & Financial Independence Podcast
    #472: Why Smart Investors Feel Stuck (It's Not More Info)

    Coach Carson Real Estate & Financial Independence Podcast

    Play Episode Listen Later Jan 26, 2026 40:17


    ⭐ Get my coaching & community to achieve financial freedom → https://www.coachcarson.com/rpm-pod-ep472 ⚒️Get my best investor tools for FREE →  https://www.coachcarson.com/toolkit-pod-ep472   ▶️ Next Episode: How to Become Financially Free with 5 Small & Simple Rentals Spotify: https://open.spotify.com/episode/336CUBMafiXziE1NfdMh8O?si=x3LbqGoKRvSXD6suJHeXHg Apple: https://podcasts.apple.com/us/podcast/357-how-to-become-financially-free-with-5-small-simple/id1448707654?i=1000665864424   EPISODE NOTES:

    Real Estate News: Real Estate Investing Podcast
    Trump Administration Weighs Using 401(k)s for Home Down Payments

    Real Estate News: Real Estate Investing Podcast

    Play Episode Listen Later Jan 26, 2026 5:08


    Home prices remain high, mortgage rates are volatile, and for many buyers the biggest hurdle isn't the payment — it's the down payment. A new housing affordability idea reportedly being discussed by President Trump's administration could change that. The proposal would allow Americans to tap their 401(k) retirement accounts to help fund a home purchase or down payment, potentially without the usual 10% early-withdrawal penalty. In this episode of Real Estate News for Investors, Kathy Fettke breaks down what's being proposed, how 401(k) loans and withdrawals work today, and why financial planners and retirement experts are raising serious concerns. From retirement short falls and lost compounding to questions around taxes, repayment, and home equity, this idea may carry far more risk than it appears on the surface. Is this a smart path to homeownership — or a costly trade-off for long-term wealth? Stay informed before policy turns into reality.

    The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
    Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)

    The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

    Play Episode Listen Later Jan 26, 2026 6:53


    On this special segment of The Full Ratchet, the following Investors are featured: Paul Madera of Meritech Capital Medha Agarwal of Defy Jeff Bussgang of Flybridge Capital We asked guests to tell the most important lesson they've learned in their 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.

    Real Estate Masters Podcast
    #88 This Real Estate Strategy Pays Off BIG (Most Investors Miss It)

    Real Estate Masters Podcast

    Play Episode Listen Later Jan 26, 2026 34:51


    This Real Estate Trick Pays Off BIG shows how Daniel McBrinn leverages share buyouts and curative title deals to generate substantial passive income. In this video, Daniel shares his journey from wholesaling to buying property shares at deep discounts, revealing how he identifies the best deals and maximizes profits while minimizing risk. Viewers will learn actionable strategies, insider tips, and the mindset needed to succeed in real estate investing—perfect for beginners or seasoned investors looking to scale their business. _______________________________ If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz   And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv   _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources ________________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms. When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes. Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

    Zacks Market Edge
    Top Lessons from Rich 95-Year-Old Stock Investors

    Zacks Market Edge

    Play Episode Listen Later Jan 26, 2026 36:03


    Warren Buffett, and Tracey's friend Ed, have invested for decades. What we've learned.

    Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
    Pre-Seed Secrets: What Investors Really Look for (It's Not Your Pitch Deck!)

    Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

    Play Episode Listen Later Jan 26, 2026 25:24 Transcription Available


    Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/apply"Stop picking founders the old school way—it's the fastest path to investment failure in 2026. In this episode of Making Billions, Ryan Miller sits down with Joe Alalou, General Partner at Daring Ventures, to reveal the new blueprint for Pre-Seed and Venture Capital success. Joe shares the "Daring Ventures" filter for identifying generational founders, in an era where AI has turned technical skills into a commodity, the "alpha" has shifted to human traits that machines can't replicate: grit, tenacity, and an undeniable right to win. This isn't just a manifesto on investing; it's a tactical guide to navigating the 2026 investment climate, mastering deal flow, and scaling a fund when information is incomplete.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/[THE HOST]: Ryan Miller is a recovering CFO turned angel investor in technology and energy.[THE GUEST]: Joe Alalou is Co-founder and General Partner at Daring VSupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

    Redefining Energy
    213. Big Funds, Bigger Bets: Inside Infrastructure's Power Shift - jan26

    Redefining Energy

    Play Episode Listen Later Jan 26, 2026 30:16 Transcription Available


    The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI Group), Laurent and Gerard cut through the noise to deliver a clear-eyed view of where the infrastructure market really stands today.  2025 smashed fundraising records, with c.USD300bn raised, but it also laid bare an uncomfortable truth: this is a market in consolidation mode. Capital is concentrating fast, and the biggest platforms are pulling further ahead.  Global Infrastructure Partners set a new benchmark with its USD25.2bn Fund V, the largest infrastructure fund ever raised. Macquarie closed more than USD8bn for Infrastructure Partners VI, including co-investments, while Blackstone raised USD5.5bn for Strategic Partners Infrastructure IV, the largest infrastructure secondaries fund to date. Brookfield, KKR, Copenhagen Infrastructure Partners, and Ardian were also among the clear winners. Scale matters, and the leaders are taking an ever-larger share of the pie.  Fundraising may look healthier on the surface, but the process has become longer and harder. Time on the road has stretched to around 25 months, meaning a large portion of the capital “raised” in 2025 was secured across 2023 and 2024. This is not a detail; it is the clearest symptom of the barbell dynamic now dominating infrastructure fundraising, where capital flows either to the very largest platforms or to highly differentiated specialists.  Sector trends are also evolving. Airports and toll roads, written off after COVID, are back in favour. Social infrastructure is fading. ESG has been reset, not abandoned, and gas infrastructure is once again being embraced, often relabelled as energy transition to make it palatable. Datacenters sit at the centre of everything, hoovering up capital and pulling renewables and grid infrastructure along with them.  The discussion goes straight at the hard questions: are genuinely new sectors emerging, can today's giants realistically keep getting bigger, and is there still room for ultra-specialised strategies? The answer is increasingly clear. Bigger is not automatically better. Investors are becoming far more selective, and many are shifting capital toward focused, mid-market funds that offer expertise rather than sheer scale.  -----Berlin Infrastructure Conference – 24 to 27/3https://www.peievents.com/en/checkout/?peievcc-event-id=113021    Link to Nat Bullard – 200 pages yearly deck https://www.nathanielbullard.com/presentations      

    FreightCasts
    Duffy's Nuclear Option for CA CDLs, Logistics M&A Surge & DSV's Border Bet | Morning Minute

    FreightCasts

    Play Episode Listen Later Jan 26, 2026 2:20


    In this episode of the FreightWaves Morning Minute, we examine the escalating standoff between federal regulators and California that could paralyze the nation's largest trucking workforce. Transportation Secretary Sean Duffy is threatening to strip the state of its commercial licensing power over safety concerns regarding 17,000 non-domiciled licenses. Markets are also bracing for a major shift, with analysts predicting a dramatic spike in logistics mergers and acquisitions by the end of 2026,. Investors are increasingly favoring specialized tech platforms over generic brokerages, exemplified by Echo Global Logistics' recent move to acquire ITS Logistics. Finally, the nearshoring boom is driving tangible infrastructure investments along the southern border. DSV has broken ground on a massive regional headquarters in Arizona to support growing cross-border trade, joining other industry giants in expanding their footprint to capture Mexico-bound freight. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Investor Fuel Real Estate Investing Mastermind - Audio Version
    Cash Flow vs Appreciation: How Smart Investors Actually Build Wealth

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Jan 26, 2026 19:45


    In this conversation, Remington Lyman, a real estate broker and investor, shares his journey from a corporate job to becoming a successful real estate professional. He discusses the dual role of being an investor and a broker, the advantages and disadvantages of having a real estate license, and insights into the Ohio market. Remington emphasizes the importance of cash flow versus appreciation in investment strategies and explores opportunities in commercial real estate, particularly in warehouse spaces. He also highlights the significance of renovation and value addition in creating wealth through 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
    The 20-Year Real Estate Strategy Most Investors Never Learn

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Jan 26, 2026 30:41


    In this episode of the Real Estate Pros Podcast, Micah Johnson interviews Mike Hills, a managing broker at Atlas Real Estate, who shares insights on long-term real estate investing. Mike discusses the importance of a long-term mindset, the significance of treating tenants as residents, and the innovative Uplift Program that empowers residents to become homeowners. He also highlights the necessity of understanding local markets and regulations, and shares current investment strategies that focus on buying properties below replacement cost. The conversation emphasizes the value of education and knowledge transfer in real estate, both for investors and residents.   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
    Why Smart Investors Buy Businesses Instead of Building Them

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Jan 26, 2026 28:35


    In this episode of the Real Estate Pros podcast, host Micah Johnson interviews Justin Escajeda, a successful entrepreneur in the business acquisition space, particularly within the construction industry. Justin shares his journey from real estate investing to acquiring businesses, emphasizing the importance of cash flow, understanding company valuations, and the challenges of managing multiple businesses. He discusses the significance of maintaining a routine and the lessons learned from both successes and failures in business. The conversation highlights the interconnectedness of real estate and construction, the value of relationships in business, and the need for discipline in decision-making.   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
    How Smart Expense Management Increases NOI, Cash Flow, and Investor Returns

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Jan 26, 2026 22:53


    In this episode of the Real Estate Pros podcast, host Michelle Kesil sits down with Michael Needleman, founder of Exceedia Group, to discuss how businesses—particularly in real estate—can improve cash flow and profitability through effective expense and spend management. Michael explains the importance of benchmarking expenses, avoiding operational complacency, and closely scrutinizing spending to uncover cost-saving opportunities. The conversation also explores AI's growing role in business operations, long-term real estate investment strategies, and why continuous improvement and transparency are essential for sustained financial success.   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
    The Biggest Mistake Investors Make When Chasing Real Estate Deals

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Jan 26, 2026 32:15


    In this episode of the Real Estate Pros Podcast, host Micah Johnson interviews Paul Frank, a seasoned professional in the commercial real estate sector. Paul shares his journey from a young age, influenced by his father's experiences in real estate, to becoming a successful developer and broker. He emphasizes the importance of education, empathy, and a unique perspective gained from his diverse experiences in the industry. The conversation delves into the concept of 'disruptive discipline' and how it can lead to success in real estate, as well as defining success in terms of the impact one has on others rather than just financial metrics.   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   —--------------------

    Motley Fool Money
    Interview with Janus Henderson Investors Portfolio Manager Denny Fish

    Motley Fool Money

    Play Episode Listen Later Jan 25, 2026 21:52


    Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with Fish about the investing landscape, AI, CES, and building resilient portfolios.  Hosts: Andy Cross, Asit Sharma  Guest: Denny Fish  Producer: Bart Shannon, Mac Greer  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

    Excess Returns
    You're Waiting for the Bubble to Burst | Jan van Eck on Why It Already Has

    Excess Returns

    Play Episode Listen Later Jan 25, 2026 63:00


    In this episode of Excess Returns, we sit down with Jan van Eck, CEO of VanEck, to discuss how long-term macro forces are shaping markets and investment opportunities. Jan shares how his firm thinks about government spending, monetary policy, and technology, why he believes investors have more visibility than they realize heading into 2026, and how trends like artificial intelligence, gold, and global asset allocation could redefine portfolios over the next decade and beyond.Topics covered in this episode includeHow VanEck uses fiscal policy, monetary policy, and technology as core macro pillarsWhy declining fiscal deficits may reduce long-term stress on marketsThe case for a less interventionist Federal Reserve and what it means for investorsWhy thinking in decades, not quarters, can lead to higher conviction investingArtificial intelligence as a transformative economic force and its impact on semiconductors, energy, and productivityThe AI capex buildout, compute shortages, and lessons from past infrastructure boomsGold's resurgence as a global store of value in a multipolar worldThe difference between owning physical gold and gold mining stocksRisks and opportunities in private credit and business development companiesWhy illiquid assets may not belong in daily liquidity vehicles like ETFsIndia's long-term growth potential and implications for global portfoliosHow family ownership influences VanEck's long-term investment approachBehavioral mistakes investors make and why long-term charts matterLessons Jan would teach the average investor based on decades of market experienceTimestamps00:00 Introduction and VanEck's macro framework02:25 Translating macro views into product development04:34 2026 outlook and why visibility may mean risk on06:00 Fiscal deficits, interest rates, and market stress07:00 The future of Federal Reserve intervention10:48 Long-term investing versus short-term predictions14:00 India, global growth, and asset allocation19:00 Artificial intelligence, compute demand, and semiconductors24:00 AI, jobs, and economic impact29:00 AI capex, market concentration, and historical analogies38:31 Private credit risks and liquidity considerations40:35 Illiquid assets and ETFs42:56 Gold, global currencies, and long-term trends47:26 Gold miners versus physical gold52:14 Contrarian opportunities and underloved markets52:47 Advantages of a family-owned investment firm56:06 Tokenization, blockchain, and market structure59:45 Investor psychology and long-term charts01:02:05 Lessons for the average investor

    Motley Fool Money
    Tax-Smart Retirement Planning and the Long-Term Return of Gold

    Motley Fool Money

    Play Episode Listen Later Jan 24, 2026 23:38


    Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp discusses how to choose the right account with financial planner and CPA Sean Mullaney, who writes the FITaxGuy blog and is the co-author, along with Cody Garrett, of “Tax Planning To and Through Early Retirement.” Also in this episode:-The stock market is broadening, with small caps, value stocks, and international stocks outperforming U.S. large-cap stocks since November-Last week was the anniversary of gold hitting a then-record $850 in 1980, which was followed by a slump that lasted more than two decades-A new study estimates how much of the cost of tariffs has been absorbed by consumers, importers, and retailers-Now is the time to protect the money you'll need in the next three to five years Host: Robert BrokampGuest: Sean MullaneyEngineer: Bart Shannon 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

    Excess Returns
    The Crash That Won't Come | Redfin Chief Economist Daryl Fairweather on the Great Housing Reset

    Excess Returns

    Play Episode Listen Later Jan 24, 2026 60:44


    In this episode of Excess Returns, Redfin Chief Economist Daryl Fairweather joins Matt Zeigler to unpack what she calls the Great Housing Reset. Rather than a housing crash or correction, Fairweather argues the market is entering a multi year transition toward something more normal, where incomes gradually catch up to home prices and affordability improves at the margin. The conversation covers mortgage rates, supply constraints, regional housing dynamics, climate risk, policy tradeoffs, and how AI is reshaping real estate decisions for buyers, renters, and investors.Topics covered in this episode• Why the current housing market is a reset, not a crash or correction• How income growth outpacing home price growth could slowly improve affordability• Mortgage rate dynamics and why rates may stay near the low 6 percent range• The mortgage rate lock in effect and why inventory may take years to normalize• Regional housing trends including the Midwest, Northeast, Sunbelt, and tech hubs• The role of wages, rents, and affordability for Gen Z and first time homebuyers• Investor activity, rental markets, and the outlook for housing as an investment• Immigration, foreign buyers, and local market distortions• Multi generational living, ADUs, and creative housing solutions• Housing policy ideas that actually address supply constraints• Why demand side policies like 50 year mortgages miss the real problem• Climate risk, insurance costs, and total cost of home ownership• How AI and conversational search are changing the home buying process• The future of MLS consolidation and real estate market structure• Practical guidance for renters, buyers, and homeowners looking ahead to 2026Timestamps00:00 Introduction and the Great Housing Reset02:00 What a housing reset really means03:30 Income growth versus home price growth05:20 Mortgage rates and the outlook for borrowing costs08:40 Fed policy, bond markets, and mortgage rates10:40 Inventory shortages and the lock in effect12:30 Regional housing market winners and losers16:00 Affordability challenges for younger buyers19:00 Rental markets and investor dynamics21:20 Multi generational living and ADUs25:00 Housing policy and supply constraints29:30 Why 50 year mortgages do not solve affordability33:00 Geographic housing outlook by life stage39:30 Climate risk, insurance, and housing costs47:00 Energy efficiency and dense housing50:20 AI, real estate search, and market structure54:30 What to watch in the housing market through 202659:30 Book discussion and where to follow Daryl Fairweather

    The Wise Money Show™
    Is the Stock Market Too Hot Right Now? What Investors Should Do Next

    The Wise Money Show™

    Play Episode Listen Later Jan 24, 2026 42:04


    After a powerful run in the markets, many investors are asking whether the stock market is too hot and what that means for their portfolio. In this episode of the Wise Money Show, we break down recent market performance, valuations, volatility, and the key forces driving stocks today, including AI, interest rates, and global diversification. You'll learn how to think about risk, rebalancing, and staying disciplined when markets are near record highs to have confidence for the year ahead.  Season 11, Episode 23 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Watch this episode on YouTube: Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

    Dividend Talk
    EPS 280 |Dividend Earnings Season Begins: Johnson & Johnson, Fastenal & Investor AB

    Dividend Talk

    Play Episode Listen Later Jan 24, 2026 67:16


    In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now.We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record.Along the way, we also discuss:Recent dividend hikes from Essity, Tryg, Investor AB, L3Harris, and Valero EnergyWhether Europe's proposed wealth and unrealised gains taxes threaten long-term compoundingWhat Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investorsThe role of gold, Bitcoin, and defensive assets in adividend-focused portfolioETF-based global dividend strategies vs.individual stock selectionHow we personally size positions and manageportfolio riskWhether owning highly profitable dividend payersraises ethical questionsListener Q&A on SaaS stocks, Evolution AB,airports, and portfolio construction

    Motley Fool Money
    FSD's Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

    Motley Fool Money

    Play Episode Listen Later Jan 23, 2026 42:01


    Tesla's robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel making a mark on Berkshire Hathaway, Apple's chatbot, and 24/7 trading. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - FSD is here…kind of - Greg Abel cleans house - Apple's Siri chatbot - NYSE tokenizing stocks Companies discussed: Tesla (TSLA), Disney (DIS), Microsoft (MSFT), Berkshire (BRK), Spotify (SPOT), Sysco (SYY), Rocket Lab (RKLB), Elf Beauty (ELF), Intercontinental Exchange (ICE), Apple (AAPL). Host: Travis Hoium Guests: Lou Whiteman, 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

    The Note Closers Show Podcast
    The 20 Most-Asked Questions By New Note Investors

    The Note Closers Show Podcast

    Play Episode Listen Later Jan 23, 2026 22:49


    Good morning, afternoon, and good evening, investor! Scott Carson here, ready to tackle the burning questions in the note investing world. I went straight to the source – Google's Gemini AI – and asked for the 20 most frequently asked questions by note investors. And let me tell you, AI did not disappoint! Since so many new folks want to jump into the "sexy side of real estate," I'm breaking down these essential FAQs to help you act like the bank, not the pawn.If you've ever wondered how much cash you really need, whether you own the property (spoiler: you don't!), or how to avoid common pitfalls, this episode is your no-nonsense guide. As I always say, the pen is mightier than the hammer, and these insights are your ultimate toolkit for 2026.Here's your AI-powered cheat sheet to note investing:Note Investing 101: The Basics & Beyond: What's a real estate note? (It's an IOU, baby!). What's the difference between performing, non-performing, and "scratch & dent" loans? And seriously, how much money do you actually need to start? (Hint: it can be less than you think!).Yields, Values & Spreads (No, Not Butter): Unpack what constitutes a "good yield" for performing (9-12%!) and non-performing notes (20%+!). Learn about Investment-to-Value (ITV), Unpaid Principal Balance (UPB), and how to calculate your true return so you're not paying too much for the paper.Due Diligence Decoded (Without Owning the House!): Master the art of checking property condition (BPOs!), title (O&E reports!), and borrower payment history (servicing notes!). Plus, the absolute non-negotiables: collateral files and an unbroken chain of assignments – essential to avoid a "dud" deal.Operations & Management: Who Ya Gonna Call? (Not the Borrower!): Understand why you never call the borrower yourself (it's illegal, buddy!). Learn how servicers manage payments, what happens if a borrower stops paying (loan modifications, cash for keys, foreclosure!), and who's really on the hook for property taxes.Funding Your Future: IRAs & Beyond: Discover how Self-Directed IRAs are a game-changer for note investors, allowing tax-free or deferred growth. Learn about "cash for keys" as a smart exit strategy to avoid costly foreclosures, and why a clear plan beats wishful thinking every time.Whether you're a seasoned pro or just dipping your toes into the "paper investing" world, these 20 FAQs are fundamental. Don't be that person who learns the hard way because they didn't ask. Take action, get educated, and start acting like the bank. Because in the note world, being smart with your debt can make you a whole lot of dough!Want to learn more? Head over to weclosenotes.com, keep listening to the podcast, or sign up for our next workshop at notebuyingfordummies.com. Go out, take some action, everybody, and we'll see you at the top!#NoteInvesting #RealEstateInvesting #NoteInvestingFAQs #AIinRealEstate #PerformingNotes #NonPerformingNotes #DueDiligence #SelfDirectedIRA #CashForKeys #Foreclosure #InvestmentStrategy #RealEstateEducation #PodcastWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

    Rich Habits Podcast
    Winter Storm Stocks, SpaceX IPO, & Retail Investors Getting Smarter

    Rich Habits Podcast

    Play Episode Listen Later Jan 23, 2026 34:30


    In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share updates on Trump's housing affordability efforts, SpaceX's summertime IPO, and the recent outperformance of the Russell 2000. They're also joined by David Dziekanski, CEO and Chief Investment Officer of Quantify Funds, to talk about the different between real hedge fund-like strategies and "retail candy." To learn more about Quantify Funds, visit their website by clicking here or follow them on X by clicking here!---

    WEALTHTRACK
    Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix

    WEALTHTRACK

    Play Episode Listen Later Jan 23, 2026 25:40


    Rob Arnott's pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not? WEALTHTRACK episode 2230, broadcast 1/23/25

    Value Hive Podcast
    Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital

    Value Hive Podcast

    Play Episode Listen Later Jan 23, 2026 55:21


    I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Laughing Water CapitalPlural InvestingKathmandu Capital Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITEPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

    Investor Fuel Real Estate Investing Mastermind - Audio Version
    No Housing Crash Coming: The Real Estate Reset Every Investor Must Understand

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Jan 23, 2026 26:00


    In this episode of the Real Estate Pros podcast, host Micah Johnson speaks with Rick Sharga, a market intelligence expert in the real estate and mortgage industry. They discuss the unique housing market cycle post-pandemic, the indicators of market recovery, challenges for investors, and emerging markets for investment opportunities. Rick emphasizes the importance of understanding local markets, demographic trends, and the need for due diligence in real estate investments. The conversation highlights the evolving landscape of the housing market and offers insights for navigating future opportunities.   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   —--------------------

    Motley Fool Money
    2026: The Year of the Mega IPOs?

    Motley Fool Money

    Play Episode Listen Later Jan 22, 2026 19:04


    It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. SpaceX could be the first of many Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Rocket Lab's test failure - SpaceX's IPO rumors and who could quickly follow - Investing advice when analyzing IPOs - IPOs on our radar Companies discussed: RKLB, TSLA, EQPT 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

    The Lifestyle Investor - investing, passive income, wealth
    274: How Financial Literacy Unlocks Financial Freedom and Generational Wealth with Sharon Lechter

    The Lifestyle Investor - investing, passive income, wealth

    Play Episode Listen Later Jan 22, 2026 43:44


    For many entrepreneurs and investors, financial success often feels harder than it should. Despite tireless work and long hours spent chasing income, they still end up owing a business that runs them rather than the other way around.Today's guest has spent decades helping people break that cycle by shifting how they think about money, assets, and financial freedom itself.Sharon Lechter is a globally recognized financial literacy expert, former CPA, keynote speaker, and five-time New York Times bestselling author. She is best known as the co-author of Rich Dad Poor Dad and 14 additional books in the Rich Dad series, including the transformational Cashflow Quadrant. She's also co-authored many other influential books, including Exit Rich, Three Feet from Gold, and Think and Grow Rich for Women.Sharon has dedicated her career to educating and empowering investors at any level, helping them move from earned income to asset-driven wealth while reclaiming their time. In her newest book, Old Wealth, New Wealth, True Wealth, Sharon offers readers both an inspiring fable and a practical blueprint for crafting a legacy that lasts.In this episode, you'll learn: ✅ Why the purest definition of financial freedom is when asset income exceeds your monthly expenses.✅ How the Cashflow Quadrant was a game changer for Justin and helps entrepreneurs reclaim time and scale faster by making better decisions.✅ Why Sharon's newest mission with IQ Hall helps creators and entrepreneurs maintain ownership and protect their intellectual property while using AI.Show Notes: LifestyleInvestor.com/274Tax 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.

    We Study Billionaires - The Investor’s Podcast Network
    BTC258: Clarity Act, Bitcoin AI Education, and Payments w/ Parker Lewis (Bitcoin Podcast)

    We Study Billionaires - The Investor’s Podcast Network

    Play Episode Listen Later Jan 21, 2026 60:35


    Parker and Preston explore the implications of the Clarity Act on Bitcoin's legal protections and public understanding. They examine how AI could both distract from and inform Bitcoin adoption, unpack the foundational economic value of Bitcoin, and delve into the "ribeye index" as a real-world inflation measure. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:19 – Why the Clarity Act may pose risks to Bitcoin developers and self-custody 00:08:21 – How Texas is strategically investing in Bitcoin 00:13:26 – How AI could both mislead and inform the public on Bitcoin 00:21:43 – The economic interplay between AI and Bitcoin energy consumption 00:24:49 – Three core reasons behind Bitcoin's long-term opportunity 00:29:56 – Why Bitcoin's success is viewed as binary and what that means 00:35:16 – What the "ribeye index" reveals about real inflation 00:39:52 – Why understanding Bitcoin is crucial to protecting against hyperinflation 00:40:35 – The relationship between changing health perceptions and financial awakening 00:51:10 – How accepting Bitcoin as payment reflects deeper conviction in its value Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Parker's book: Gradually, Then Suddenly.  Bitcoin is the Greatest Asymmetry. Zaprite. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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 Linkedin Talent Solutions Human Rights Foundation Simple Mining Vanta Netsuite Fundrise Masterworks Shopify 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

    Motley Fool Money
    The Good, The Bad, and the Unknown at Netflix

    Motley Fool Money

    Play Episode Listen Later Jan 21, 2026 22:07


    Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the bond market, which is looming over the market today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Netflix earnings - Netflix going all-cash for WBD - Bond markets in turmoil Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren 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

    The Indicator from Planet Money
    Are U.S. defense contractors lavishing their investors too much?

    The Indicator from Planet Money

    Play Episode Listen Later Jan 20, 2026 9:26


    In early January, President Donald Trump signed an executive order threatening bans on defense contractors paying dividends or buying their stock back.Today on the show, we learn about the Trump Administration's frustrations with the weapons supply chain, find out what a defense industry investor makes of the move, and ask whether this reflects the state tightening its grip on the industry that arms the U.S. military.Related episodes: Are we overpaying for military equipment?Can Just-In-Time handle a new era of war?How to transform a war economy for peacetimeFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy