Podcast appearances and mentions of jamie wise

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Best podcasts about jamie wise

Latest podcast episodes about jamie wise

Market Matters
Trading Insights: Tracking the Retail Investor via Social Media Data

Market Matters

Play Episode Listen Later Aug 30, 2024 14:57


In this episode we hear from Edwina Lowe, Product Specialist within the Data Assets & Alpha Group and Luca Rainero, Head of the Data Intelligence team within the broader group. They discuss the evolution of retail investor behavior post Covid, and how social media data can be leveraged to understand retail investor views and impact on markets. Edwina and Luca are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence   Related podcasts: Equity Concentration Risks and the Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) APAC Equity Market Structure & the Liquidity Landscape with Clare Witts, Head of APAC Market Structure An Emerging European Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) Diving into Social Sentiment with Jamie Wise, BUZZ Index Founder, Periscope Capital   This episode was recorded on August 19, 2024 The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.  Copyright 2024, JPMorganChase & Co. All rights reserved.

Market Matters
Market Matters | Data Assets & Alpha Group: Diving into Social Sentiment, with BUZZ Index Founder Jamie Wise

Market Matters

Play Episode Listen Later Oct 10, 2023 40:33


In this episode we hear from Jamie Wise, Founder, President and CEO of Hedge Fund Periscope Capital and BUZZ Holdings.  He discusses the merit of tracking sentiment as an investing factor, the use of social media and online platforms as a discussion tool for retail investors, identifying alphas from those posts, and what those posts say about sentiment right now.  Jamie Wise is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   To read more about Periscope Capital, see https://www.periscopecap.com/ Note that BUZZ Holdings created the BUZZ NextGen AI US Sentiment Leaders Index, which is currently licensed by Van Eck & Associates for use in the VanEck Social Sentiment ETF (NYSE: BUZZ).  This episode was recorded on September 12, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

The Unlimited Podcast by Ginsler Wealth
E23: What is SPAC Arbitrage? with Jamie Wise from Periscope Capital

The Unlimited Podcast by Ginsler Wealth

Play Episode Listen Later Jun 16, 2023 62:22


SPAC Arbitrage. While it may sound complicated, we are lucky to have Jamie Wise, President & CEO of Periscope Capital, as our guest on The Unlimited Podcast to explain. In fact, we'll go all the way back to basics to understand what "arbitrage" is and why investors have been trying to find arbitrage opportunities forever. Prior to launching Periscope Capital in 2009, Jamie was a managing director at Moore Capital Advisors Canada, a multi-strategy Canadian-focused hedge fund. Prior to Moore Capital, Jamie was a Managing Director and Portfolio Manager at BMO Capital Markets where he led an internal proprietary trading group (we'll explain what that means as well). At BMO, Jamie was appointed the youngest Managing Director in the firm's history. He has an undergraduate business degree (hons.), graduating first in his class from the Ivey School of Business at the University of Western Ontario in 1998 and holds a Chartered Financial Analyst (CFA) designation. Jamie is also the founder of Buzz Indexes, creators of the BUZZ index (NYSE:BUZZ), also known as the VanEck Social Sentiment ETF. BUZZ uses AI to measure investor sentiment across millions of social media posts each month, ranking the top 75 stocks in the BUZZ NextGen AI US Sentiment Leaders Index™. Brian and Jamie discuss what it takes to be successful as a young professional, SPACs 101, the beauty of asymmetric returns, how AI is being used in markets today, and much more. If you like what you hear, please don't hesitate to rate us kindly. And if there are particular topics you'd like covered, please let us know. Timestamps 0:00 Disclaimer & Intro 5:02 Jamie's journey to founding Periscope 11:43 Entering the finance industry as a young professional 15:01 What does "arbitrage" mean? 19:46 Developing investment strategies using AI 29:05 SPACs 101 39:02 SPACs in today's market 44:09 What's the arbitrage opportunity in the SPAC structure? 51:24 How does Periscope decide which SPACs go into the fund? 57:01 Where does this strategy fit in an investor's portfolio? 59:11 Outro & Disclaimer

The Market Huddle
Enter Chamath Stage Right (guests: Jamie Wise, Kuppy)

The Market Huddle

Play Episode Listen Later May 7, 2021 175:22


In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jamie Wise from Periscope Capital. They have … Continue ReadingEnter Chamath Stage Right (guests: Jamie Wise, Kuppy)

ETF Edge
ETFs for the Space Race & Betting on Bitcoin

ETF Edge

Play Episode Listen Later Apr 5, 2021 34:40


CNBC’s Bob Pisani discusses tracking social sentiment in ETFs, Bitcoin ETFs and the space trade with Art Amador, Co-founder and COO of EquBot, Jamie Wise, Founder of Buzz Indexes, and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. In the 'markets 102' portion of the podcast, Bob continues the conversation with Jamie Wise from Buzz Indexes.

Lindzanity with Howard Lindzon
Jamie Wise of BUZZ Holdings on Measuring Social Sentiment (EP.141)

Lindzanity with Howard Lindzon

Play Episode Listen Later Mar 18, 2021 43:24


On this week’s episode, I got the chance to talk with Jamie Wise, a fellow Canadian and the brains behind the hottest ETF on the markets right now. The VanEck Vectors Social Sentiment ETF, trading under $BUZZ, garnered a lot of buzz (pun intended) when it started trading on March 4 thanks in-part to backing from influential Barstool Sports founder Dave Portnoy. What’s exciting about the BUZZ ETF is that it uses AI to analyze investor sentiment across over 15 million online posts a month. The ETF currently holds 75 stocks with at least a $5 billion market cap. The power of measuring sentiment has been on my mind for a while; we even announced our own sentiment tracker at Stocktwits back in 2012. And on the heels of the GameStop event, conversations about sentiment and its power have never been more important. In this episode, Jamie and I chat about his company BUZZ Holdings, ETFs, measuring sentiment, algorithms, the GameStop event, the rise of the retail investor, how we approach the markets and more.  Guest - Jamie Wise, CFA, Founder and CEO of Buzz Holdings, & President and CEO at Periscope Capital howardlindzon.com, investwithbuzz.com, periscopecap.com  Twitter: @howardlindzon, @investwithbuzz, @knutjensen  linkedin.com/in/jamie-wise-20133815  #fintech #invest #investment #venturecapital #stockmarket #finance 

Moolala:  Money Made Simple with Bruce Sellery

We talk to Jamie Wise, founder of Buzz Indexes, about how they use social analytics and artificial intelligence to create investment insights. Follow Buzz Index on Twitter.

jamie wise buzz index
Trends with Benefits
Social Sentiment with Jamie Wise

Trends with Benefits

Play Episode Listen Later Mar 2, 2021 37:13


Jamie Wise, CEO of Periscope Capital and Founder of Buzz Holdings joins me this week to discuss social sentiment as an investment strategy.

Moolala:  Money Made Simple with Bruce Sellery
Full Episode: Having A Happier Relationship With Your Money

Moolala: Money Made Simple with Bruce Sellery

Play Episode Listen Later Mar 2, 2021 59:33


Money is part IQ and part EQ, says author Ken Honda. He joins us to talk about his book Happy Money: The Japanese Art of Making Peace With Your Money. And, considering taking an online money course? Personal finance expert Lesley-Anne Scorgie takes us through what you should look for before signing up. And, using artificial intelligence and social media to get investment insights. Jamie Wise is here to tell us how his firm’s BUZZ Index. Plus, all you need to know about investing in the music royalty business, with Antony Bruno from Royalty Exchange. And, Family Lawyer Russell Alexander tells us about his book Everything You’ve Always Wanted to Know About Divorce. Full Episode: To find out more about the guests check out: Ken Honda: com | Facebook | Twitter Buzz Index: Twitter MeVest: MeVest Lesley-Anne Scorgie: Twitter Antony Bruno: Twitter Russell Alexander: Twitter Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin

The Stacking Benjamins Show
Abigail Adams: Financial Badass (SB RWD 120)

The Stacking Benjamins Show

Play Episode Listen Later Dec 29, 2020 59:40


Just a few more days until the new year! We're keeping our countdown going strong with one of America's original big-time investors: Abigail Adams. You can read our original show notes below: As Women’s History Month draws to a close we suddenly realize….we’ve done nothing to celebrate! Today on the show we make up for that (‘in spades,” as mom says) by inviting down to the basement professor Woody Holton, author of the book Abigail Adams, for which he won the Bambridge Award and more. He’ll describe the amazing prowess of Adams in a time when many women not only weren’t investing, but weren’t even allowed to participate in their family’s financial plan. He’ll describe which investments she preferred, why she decided against real estate didn’t work for her portfolio, and how she created an estate plan for herself in a time when many women didn’t have that luxury. In our headlines segment, we’ll talk to Jamie Wise from the BUZZ Index (ticker BUZ). He’ll describe why his strategy and those of some of his algorithm-based competitors seem to be winning in this time of volatility. He’ll also share some of the names that the crowds on social media are focusing on to ride the choppy market. Also, with the financial markets all over the place, we’ll review a story from Marketwatch that asks whether the market will crash, and if it will, what you should do to buckle up. The advice might surprise you, if you’re looking for ways to exit stage left, or are looking for advice that tells you how to exit stage left….or right. We’ll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Nelson, who’s worried about his parents’ financial plan. They have an insurance-company based financial advisor, so Nelson thinks that they should move to different advice. How does he approach the topic with his parents? We also score some of Doug’s spinach-based trivia, and more. Enjoy!

Earful of Leadership
EP 05: Peer Interview: Perceptions of Mentorship and Leadership

Earful of Leadership

Play Episode Play 34 sec Highlight Listen Later Dec 9, 2020 52:23


In this episode Nicole and Sarah chat with Jillian (Jilly) Woody and Kristina Toscano about their blend of being an Army Officer in the National Guard and a leader in their civilian jobs. We enjoy sweet and giggly conversations and Nicole accidentally calls Kristina the wrong name; so enjoy the fun start before we dive into the nitty gritty about seeking mentorship and being a female leader in the Army. We talk about: Army and civilian experience Experience with mentorship Obtaining / asking for a mentor Personal desire to find a mentor of the same gender or ethnicity Desired attributes to develop through mentorship Advice for new leadersSarah was busy after-hours in her current role of being a Platoon Leader so you'll hear her pop on and off as much as she could while we were recording. Mad respect to her for juggling so much all in one day! This episode was sparked as a follow-up to a focus group that we hosted during the Basic Officer Leadership Course where 10 female junior Army Officers discussed their perceptions of mentorship; how to obtain/ask for a mentor; and qualities to strive for as a leader. HUGE thank you to all of the women who participated in the original focus group: Lauren Brunner, Lauren Shappell, Anna Tayas, Jamie Wise, Alisha Anderson, and Sierra Smith. Biographies:Jillian (Jilly) Woody is a wife, friend, Brazilian Jiu Jitsu athlete and Los Angeles resident. She is currently serving as a Medical Service Corps Officer in the California National Guard and has been a “Ground Medical Evacuation Platoon Leader” for 18 months. She holds a B.S. degree in Kinesiology with an emphasis in Health Professions, and also has a Minor in Leadership Studies. She has a passion for people, justice and the need for quality leadership in every organization. Kristina Toscano was born and raised in Rockland County, NY with her parents and two siblings. She comes from a close knit Italian family who for the most part are all still located in the greater New York area. She received her undergraduate education in Athletic Training from Northeastern University in Boston, MA and her graduate education in Physician Assistant Studies from South University in Savannah, GA. She's currently living in Savannah, GA. She direct commissioned into the Georgia Army National Guard in December of 2018 about 6 months after graduating PA school. She's been lucky to be in several leadership positions from my undergraduate career and extending into her professional career. She was a resident assistant while at Northeastern University for 2 years; she was co-president of South University’s interviewing and mentorship club; she's been PL and class leader during both her DCC course and BOLC course respectively; and presently she's PL for her medical section in her National Guard unit. Eventually, she would like to take on a leadership role in her civilian position with a student, but perhaps that might be another 2-3 years down the road. You can reach us at:Website: https://earfulofleadership.buzzsprout.com/ Email: earful.of.leadership@gmail.comIG: https://www.instagram.com/earful.of.leadership/This podcast was inspired by: Military Mentors, Militarymentors.orgSpecial thank you to your first sponsor: LTC Eskelund Disclaimer: Earful of Leadership is an independent project and is not endorsed by the Department of Defense or any Military component. The views expressed are those of the host and the content of this podcast is not meant to provide any legal or medical advice.

The Market Huddle
Love of Macro & SPACs (guests: @HayekAndKeynes, Jamie Wise & Benjamin Kwasnick)

The Market Huddle

Play Episode Listen Later Apr 10, 2020 142:27


In episode #75, Patrick Ceresna and Kevin Muir welcome two SPAC experts – Jamie Wise from Periscope Capital and Benjamin … Continue ReadingLove of Macro & SPACs (guests: @HayekAndKeynes, Jamie Wise & Benjamin Kwasnick)

The Stacking Benjamins Show
How I Handed A Hacker Over $50000 (SB RWD 96)

The Stacking Benjamins Show

Play Episode Listen Later Sep 2, 2019 80:02


Welcome to our Stacking Benjamins rewind week! Normally doing this week we would play you some of our favorite episodes from the past that you may have missed... but this week we're mixing things up. Monday and Friday will go as planned, but stay tuned on Wednesday for a special surprise. The Fintern is kicking off the week by queuing up our time with Shannyn Allen, who lost over $50,000 to a hacker. We won't spoil the interview in case you missed it the first time around, but this is one emotional, honest story that you definitely want to hear. You can read the original show notes below:  What would happen if you lost more than $50,000 that was meant for your first home? Shannyn Allen lived that harrowing nightmare and she's going to share the story today. She unknowingly handed a hacker $50,000 , and will share the mistakes that were made around her situation, and will also let you know the steps YOU should take if you're even in a similar situation. It's a raw, horrifying story, and also one of the longest interviews we've done on Stacking Benjamins in a long, long time. In our headline segment we talk about Beyonce and Jay-Z. It appears they're spending money like they're....Beyonce and Jay-Z. What does that have to do with you? We'll share that on today's show. Also, Jamie Wise from the Buzz Indexesshares with us some welcome news about oil prices. Are we seeing the lows in oil? He'll share the wisdom of social media chatter on today's podcast. Of course, that's not all. Doug has yet another hare-brained scheme to become wealthy....but still has time to share some trivia. We'll also throw out the Haven Life Line to Nikki, who asks an existential question about money and goals, plus answer a letter from Jason about the Roth IRA.  Special thanks to M1Finance for sponsoring our show! We couldn't do any of this without the support of these awesome companies.

The Stacking Benjamins Show
Money Moves For the MINUTE You Decide to Retire with Harlan Landes AND Buzz Indexes (SB RWD 89)

The Stacking Benjamins Show

Play Episode Listen Later Mar 1, 2019 65:37


What should be the number one priority on your retirement planning list? That answer is going to be different for everyone, and on this roundtable episode our contributors gave their take on one list's "most' urgent items. You can find the original show notes from 2016 below:  What are the most important moves to make in retirement? Harlan Landes (Adulting.tv, Plutus Foundation) joins Paula (AffordAnything) and Len (LenPenzodotcom) to tackle a recent Wisebread piece that claims to give us the MOST urgent items on your retirement planning list. Does our panel agree? You'll find out on today's show. Also, we mull over real estate home improvements (where do you get the most bang for your hard-earned dollar?) AND dream about what we'd do if we could get unlimited points/miles. Heck, even ChiChi's gets a mention on today's show. You know it's going to be a wild one when we're talking ChiChi's. In our FinTech segment we talk to Jamie Wise from Buzz Indexes(BUZ) about their index and ETF. Hedge fund managers have been following the wisdom of social media crowds...now Jamie and his firm are bringing the same technology to the average investor. Thanks to MagnifyMoneyand SoFi for sponsoring our podcast!

decide heck buzz fintech retire etf hedge money moves chi chi indexes plutus foundation wisebread harlan landes jamie wise
Truelytics Valuations Podcast
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500

Truelytics Valuations Podcast

Play Episode Listen Later Jan 30, 2019 42:18


Jamie Wise, CEO of Buzz Indexes, joins Mike Langford to explore how the use of sentiment analysis and powerful artificial intelligence (AI) tools have allowed Buzz to create a new stock index that continuously outperforms the S&P 500.

The Stacking Benjamins Show
Abigail Adams was a financial badass (SB RWD 85)

The Stacking Benjamins Show

Play Episode Listen Later Dec 26, 2018 61:31


Today's rewind episode features one of our favorite interviews with a fantastic guest: Dr. Woody Holton, author of the book "Abigail Adams", for which he won the Bambridge Award and more. In a time when women weren't expected, or even necessarily allowed, to be in charge of their finances, Abigail Adams took charge of her money and made sure she would be financially independent.  Plus, Joe talked to Jamie Wise of the Buzz Index, we took a Haven Life Line call for help, answered a listener letter, and still had time for Doug's trivia.  The original show notes can be found here. This episode originally aired March 2,2018. Enjoy!  

The Stacking Benjamins Show
Taking Drastic Action to Pay Down $120k of Debt (with Aja McClanahan)

The Stacking Benjamins Show

Play Episode Listen Later Jun 6, 2018 67:33


Would you move your family to the rough part of Chicago to pay down debt and improve the neighborhood? Coming down to the basement is one woman who did just that...Aja McClanahan. After making the difficult decision to take drastic action, Aja and her family paid off a whopping $120,000 in debt. Think you could do the same? Aja will share her inspiring story about how her family took action and wiped out their debt. In our headlines segment, we'll share one crazy headline about a woman who paid $7,000 for toilet paper. She's gotten her refund... two months later, but how in the world do we make sure that doesn't happen to us? And if it does, what do we do? PLUS, we'll get a special visit from our close friend at Buzz Indexes, Jamie Wise. We'll also throw out the Haven Life lineto Tony. Tony's wife is teaching some classes at the local rec center this summer. How should they handle their extra income? Do they need to set up an LLC? We'll also answer another listener letter, throw out Doug's trivia question, and more. Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to slack.comto learn more. Thanks also to MagnifyMoney.comfor sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

The Stacking Benjamins Show
Abigail Adams: Financial Badass

The Stacking Benjamins Show

Play Episode Listen Later Mar 26, 2018 60:08


As Women's History Month draws to a close we suddenly realized....we've done nothing to celebrate! Today on the show we make up for that ('in spades," as mom says) by inviting professor Woody Holton down to the basement. He's the author of the book Abigail Adams, for which he won the Bambridge Award and more. He'll describe the amazing prowess of Adams in a time when many women not only weren't investing, but weren't even allowed to participate in their family's financial plan. He'll describe which investments she preferred, why she decided largely against real estate for her portfolio, and how she created an estate plan for herself in a time when many women didn't have that luxury. If you love to learn from historical figures, Abigail Adams is a great role model and Dr. Holton gives us many revealing stories about her prowess on today's show. In our headlines segment, we'll talk to Jamie Wise from the BUZZ Index (ticker BUZ). He'll describe why his strategy and those of some of his algorithm-based competitors seem to be winning in this time of volatility. He'll also share some of the names that the crowds on social media are focusing on to ride the choppy market. Also, with the financial markets all over the place, we'll review a story from Marketwatch that asks whether the market will crash, and if it will, what you should do to buckle up. The advice might surprise you, if you're looking for ways to exit stage left, or are looking for advice that tells you how to exit stage left....or right. We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Nelson, who's worried about his parents' financial plan. They have an insurance-company based financial advisor, so Nelson thinks that they should move to different advice. How does he approach the topic with his parents? We also answer a letter from another listener, score some of Doug's spinach-based trivia, and more. Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB. Why compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance .

The Stacking Benjamins Show
What Should We Have Learned In 2017? (with Jean Chatzky)

The Stacking Benjamins Show

Play Episode Listen Later Dec 20, 2017 78:14


n our MONSTER recap of 2017, Today show money editor Jean Chatzky joins in the fun to share five lessons we should have learned from some of the biggest events of the year. She'll talk about the stock market, data hacks, and...well...we don't want to give them all away, so you'll just have to listen, won't you? Plus, in our headlines segment, our social media correspondent, Jamie Wise from the BUZZ Index, shares news from the crowds of people talking about investing online. He'll share thoughts on the Disney/Fox deal, discuss Target, Valient, and more. We'll also tackle a headline about delegation and wealthy people. How much do wealthy people delegate, and what does that have to do with your money? We'll share details on today's show! We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Teddy from Brooklyn, who wonders about switching from a mutual fund from an ETF that tracks the S&P500, score with some of Doug's delightful trivia (who swears he hasn't been NEAR the North Pole lately), and more. Huge thanks to Roofstock (check out their massive real estate database AND their SPECIAL DEAL through 12/31) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing!

The Stacking Benjamins Show
Buying Low Cost Real Estate (with Lisa Phillips)

The Stacking Benjamins Show

Play Episode Listen Later Nov 15, 2017 58:19


Lisa Phillips made some BIG mistakes when she first invested in real estate. Yet, different from many people, who give up after only one or two attempts, Lisa kept the mind of a scientist and tried different ways of investing until she finally found one that worked for her....low cost real estate. She'll describe her methods on today's show. Regardless of whether you're hoping to buy low cost housing or follow a more traditional route, Lisa will share ideas that'll help you get started on today's podcast! Plus, in our headlines segment, Jamie Wise from the BUZZ Index joins us to talk about online chatter and investments. Especially interesting this month? Social media seems to be abuzz about SNAP. More on that in today's episode. Plus, we'll tackle a headline about the CEO of Blackrock suggesting that companies should turn investing into more of a game to attract millennials. Do you think so? We'll find out what Joe & OG think.... We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Annie, who calls in all the way from Australia, asking about financial independence. If she and her boyfriend are slated to reach FI at different times, are there some ways she can catch up? Should she even try? If not, are there other strategies she should pursue? Plus, we'll answer a letter from a listener and still leave time for Doug's trivia. Huge thanks to Roofstock (check out their massive real estate database) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing!

The Stacking Benjamins Show
Jamie Wise Buzz November

The Stacking Benjamins Show

Play Episode Listen Later Nov 15, 2017 6:26


buzz jamie wise
The Stacking Benjamins Show
Which of Your Friends Will Live Longest? (with Matt Wolf)

The Stacking Benjamins Show

Play Episode Listen Later Oct 10, 2017 59:58


Want to know which of your friends is healthiest? Ask an actuary how much they're going to charge them for life insurance. Matt Wolf, an actuary for Haven Life Insurance Agency, joins us on today's show to talk about how insurances are priced. Think an insurance company is ripping you off? Matt will explain how pricing works so you'll have a better idea about all the things that go into deciding how much you'll pay. Even more important? You'll be able to better understand how insurance works so you'll be able to better insure yourself and avoid types that are really wastes of your money. Even more, you'll understand how insurance decisions are very different depending on your age, assets, and family situation. Plus, in our headlines segment, we discuss another 401k lawsuit. How does this change the way you save for retirement? Should it change the way you save for retirement at all? Also, we'll talk to our social media correspondent, Jamie Wise from the BUZZ Index (ticker: BUZ). What's going on with financial stocks, Domino's Pizza and biotech? We'll cover all of that and more. We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Rachel, who wonders about stuffing more money into savings, score with some of Doug's delightful trivia, and more. Huge thanks to Roofstock (check out their massive real estate database) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing!

Be Wealthy & Smart
312: Buzz Index, Artificial Intelligence in FinTech & Investing with Jamie Wise

Be Wealthy & Smart

Play Episode Listen Later Sep 3, 2017 32:47


Learn about the BUZZ Index, artificial intelligence in FinTech and Investing with Jamie Wise. New listeners hit SUBSCRIBE! Our interview today is with Jamie Wise, the inventor of the Buzz Index ETF. Jamie is incredibly intelligent and has some interesting insights about investing in the future. I really enjoyed interviewing him and I think you’ll like it too. Here we go. ****************************************** I'm having a summer giveaway through the end of September...you could win 6 awesome prizes: 5 of The Wealthy Mindset Blueprint (audio course): Learn how millionaires think the right thoughts for wealth before it happens (value $197)                            OR 1 Wealth Journal (book): Learn the 6 Steps to Wealth (value $67) Here's what you need to do: 1. Leave the "Be Wealthy & Smart" podcast a review on iTunes (or Stitcher Radio for Android). 2. "Like" my Facebook Fan page at http://facebook.com/lindapjonesfanpage (if you're on FB, if not, that's ok). 3. "Follow" me on Twitter at http://twitter.com/lindapjones 4. "Follow" me on Instagram @LindaPJones 5. Send me an email @ lpjhome@gmail.com and let me know you did this! (If you're not on FB, TW or IG, that's ok, just send me an email @lpjhome@gmail.com and let me know you left a review). If you've already done all 4 above, great! Thank you! No need to do them again! Just email me @ lpjhome@gmail.com and let me know. All names will be dropped in a hat and a drawing will be done in early October for winners!  This episode is sponsored by Audible. It’s the way I “read” more books and stay ahead of the curve. Audible is, of course, the easiest way to read books because all you have to do is just listen - like you are right now! There are over 150,000 titles to choose from for your iPhone, Android, Kindle or mp3 player and…your first audiobook is FREE! Just visit http://www.audibletrial.com/BeWealthyandSmart That’s audibletrial.com/bewealthyandsmart. Move your net worth in the right direction by getting “11 Quick Financial Tips to Boost Your Wealth” at http://www.lindapjones.com.        

The Stacking Benjamins Show
How Much Have Sandwich Costs Risen? (with Len Penzo)

The Stacking Benjamins Show

Play Episode Listen Later Aug 8, 2017 69:53


Hello, sandwich lovers! What better way to talk about the ugliness of inflation than comparing the cost of a sandwich from year to year? Len Penzo every year does exactly that. By comparing the cost of a sandwich, we tackle back to school costs, nutrition, and also the specter of inflation...all in one discussion. In our headlines segment we talk to Jamie Wise from the BUZZ Index (ticker BUZ) about online social media buzz about stocks. LOTS of chatter going on over the last month. We'll talk Netflix, biotech, and more on today's podcast. Of course that's not all....we STILL have time to throw out the Haven Life line, bring on Doug's trivia, share some bad jokes, and lots more....

The Stacking Benjamins Show
2 Banks, 1 Hacker, and $50,000

The Stacking Benjamins Show

Play Episode Listen Later Jul 23, 2017 78:30


What would happen if you lost more than $50,000 that was meant for your first home? Shannyn Allen lived that harrowing nightmare and she's going to share the story today. She unknowingly handed a hacker $50,000 , and will share the mistakes that were made around her situation, and will also let you know the steps YOU should take if you're even in a similar situation. It's a raw, horrifying story, and also one of the longest interviews we've done on Stacking Benjamins in a long, long time. In our headline segment we talk about Beyonce and Jay-Z. It appears they're spending money like they're....Beyonce and Jay-Z. What does that have to do with you? We'll share that on today's show. Also, Jamie Wise from the Buzz Indexes shares with us some welcome news about oil prices. Are we seeing the lows in oil? He'll share the wisdom of social media chatter on today's podcast. Of course, that's not all. Doug has yet another hare-brained scheme to become wealthy....but still has time to share some trivia. We'll also throw out the Haven Life Line to Nikki, who asks an existential question about money and goals, plus answer a letter from Jason about the Roth IRA.  Special thanks to M1Finance for sponsoring our show! We couldn't do any of this without the support of these awesome companies.

The Stacking Benjamins Show
Jamie_Wise_Buzz_Indexes_July_Appearance

The Stacking Benjamins Show

Play Episode Listen Later Jul 23, 2017 11:53


The Stacking Benjamins Show
Buzz_Index_Jun_Jamie_Wise_mixdown.mp3

The Stacking Benjamins Show

Play Episode Listen Later Jun 25, 2017 7:56


mixdown jamie wise buzz index
The Stacking Benjamins Show
Monopoly's Secret Past (with Mary Pilon)

The Stacking Benjamins Show

Play Episode Listen Later May 2, 2017 67:28


Think you know everything about the board game Monopoly? Think again! Mary Pilon, author of the New York Times bestseller The Monopolists joins us to talk about the unbelievably interesting and slightly sordid history of one of the world's favorite games. In our headlines segment, we're joined by Jamie Wise from the BUZZ Index. He'll share the latest buzz on investing from social media. Then we're joined by Shane Steele from Chime. They have a new fee finder service which has uncovered some HUGE fees you might want to begin avoiding at the bank. He'll share some of the biggest mistakes they see, plus tips if you think you won't get your taxes finished in time for the deadline. Plus, we throw out the Haven Life line to Lenny, who's worried about taxes and his new side hustle. Should he open a retirement account? Maybe withhold more from his main job? Anything else? We'll help him and you with that question. We also answer a letter from Collin, who asks about rebalancing his investments.  Special thanks to SoFi and Magnify Money for sponsoring our show! We couldn't do any of this without the support of these awesome companies.

The Stacking Benjamins Show
Jamie_Wise_and_Phil_Bak_Interview

The Stacking Benjamins Show

Play Episode Listen Later May 1, 2017 23:32


jamie wise
Money Tree Investing
MTI132: The Future of Active Trading with Jamie Wise

Money Tree Investing

Play Episode Listen Later Mar 31, 2017 46:17


Imagine being able to gather investing sentiment from all over the world and focus it into one pool of stocks before the rest of the world. That’s what the BUZZ Index sets out to do. Innovative? Sure. Effective? We talk Read more › The post MTI132: The Future of Active Trading with Jamie Wise appeared first on Money Tree Investing Podcast.

active trading jamie wise buzz index
Goldstein on Gelt
How to Use Social Media to Predict Market Trends

Goldstein on Gelt

Play Episode Listen Later Feb 22, 2017 26:03


Market trends are often reflected in indices, like the Dow Jones Index or the S&P 500. But what about an index based on social media? Douglas Goldstein, CFP®, a financial advisor specializing in cross-border investments, discusses the BUZZ Index, an index based on social media statistics, with its founder, Jamie Wise. Find out how the BUZZ Index works and why people may be more inclined to tell the truth on social media platforms than in polls. Why you and your spouse need to talk about money Douglas Goldstein, CFP®, discusses the importance of communicating with your spouse about money and why both of you should attend financial planning meetings together. Watch a 3-minute video that explains the necessity for both spouses to be involved in all major financial decisions. Follow Jamie Wise at: www.buzzindexes.com and on Twitter @BUZZIndexes.