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Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: investing in space, Nvidia, Trump trades, the AI hedge, mystery charts and more. This episode is sponsored by Public and Janus Henderson Investors. Visit https://public.com/WAYT to learn more. Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 464 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn't a bubble (yet), South Korean stocks, AI portfolios & advisors, why young people are so angry, soccer dads & crypto, longevity risk and more. This episode is sponsored by: Nasdaq Global Index Solutions and Janus Henderson Investors. To learn more about Nasdaq Global Index Solutions and their Blueprint of Tomorrow series visit https://www.nasdaq.com/campaign/global-indexes/blueprint-of-tomorrow/ Visit https://www.janushenderson.com/securitizedmarkets to learn more. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: housing stocks, AI, 12 rules for bubble riding, $100 billion stocks and more! Plus, a very special Jeff deGraaf appearance! This episode is sponsored by Betterment Advisor Solutions and Janus Henderson Investors. Learn more at https://www.betterment.com/advisors Find out more at https://www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mike Laughlin from Janus Henderson Investors to discuss: how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Janus Henderson Disclosure - Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, please call Janus Henderson at 800.525.3713 or download the file from janushenderson.com/reports. Read it carefully before you invest or send money. ETFs distributed by ALPS Distributors, Inc. ALPS is not affiliated with Janus Henderson or any of its subsidiaries. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Click on these links to view JAAA and JSI performance information and important disclosures. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Live From The Compound, Downtown Josh Brown is joined by Haley Sacks, aka Mrs. Dow Jones, to discuss the financial anxiety facing Millennials and Gen Z, the rise of “zero jargon” finance, and the lessons behind her new book, Future Rich Person: The New Rules for Building Wealth. They cover investing culture, money misconceptions, building wealth in today's economy, and the first financial steps young people should be taking right now. This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/securitizedmarkets Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 241 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest Eric Balchunas to discuss: Eric's Bitcoin book research, the latest in the ETF landscape, the "hot sauce" investors are turning to, the SpaceX IPO, and much more! This episode is sponsored by Invesco and Janus Henderson Investors. Visit https://www.invesco.com/ to learn more. To learn more, visit https://www.janushenderson.com/securitizedmarkets Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Investors Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 463 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Paul Tudor Jones on market valuations, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon's Paradox, prediction market winners and losers and much more. This episode is sponsored by Grayscale and Janus Henderson Investors. To learn more, visit https://www.grayscale.com/ For more information, visit https://www.janushenderson.com/securitizedmarkets Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Grayscale Disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com Janus Henderson Investors Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 240 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bagger stocks look like, the search for high quality companies, the impact of compounding and exponential growth over decades, and much more! This episode is sponsored by Victory Capital and Janus Henderson Investors To learn more about Victory Capital, visit www.victoryshares.com Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Victory Capital Disclosure: VictoryShares ETFs distributed by Victory Capital Services, Inc. For more information or a link to the prospectus, visit www.vcm.com Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
From big tech earnings to the Fed's decision to hold rates steady... Carl Quintanilla, Sara Eisen, and David Faber broke down what investors should know this hour - and what it means for the markets - with an all-star cast including Janus Henderson's Global Macro Investing head and one of the street's top big tech analysts. Plus: how AI is changing drug discovery with the CEO of Bausch & Lomb, and new CNBC reporting around a staggering new possible valuation for Anthropic. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more! This episode is sponsored by WisdomTree and Janus Henderson Investors. To learn more about WisdomTree, visit https://www.wisdomtree.com/geopolitical-opportunities Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Nick Liolis explains how Guardian reworked its investment model, moving its investment function into partnerships with HPS Investment Partners, Janus Henderson, and Hamilton Lane. Instead of simply allocating capital, the firm consolidated mandates, transferred teams, and structured those relationships to share in the upside — not just pay fees — while keeping core decisions around asset allocation, risk, and liabilities in-house.Nick's initial pitch, which would affect a lot of people and shake up the company's structure, got buy-in for an unexpected reason: for years, private equity's big, sometimes controversial, bet on insurance showed just how profitable managing these portfolios could be.We also talk about private credit — and why some of the current anxiety around the asset class looks a little different from an insurance perspective. While risks are building in more leveraged, growth-dependent parts of the market, Liolis emphasizes that insurance portfolios remain heavily investment grade, shaped by regulation, long-dated liabilities, and a focus on predictability.Along the way, he pushes back on some common assumptions, acknowledges real risks, and raises the psychological issue around a lack of transparency — when investors don't have perfect information, they tend to fill in the gaps with worst-case scenarios.The conversation also covers:• Why lack of transparency in private markets leads investors to assume the worst — even when fundamentals haven't changed• Why “private” doesn't automatically mean riskier• How scale is shifting power toward large asset managers — and forcing insurers to rethink how they access deals and talentAt a moment when parts of credit are being tested, Liolis asks whether investors understand what they actually own, and who is really capturing the value. In doing so, he didn't just restructure Guardian's investment function — he blew up the traditional insurance CIO model and made sure Guardian shared in the upside from asset managers.
Richard Haass, former President of the Council on Foreign Relations, explains how the geopolitical landscape is shifting and what it means for markets and global stability. Max Kettner, Chief Multi-Asset Strategist at HSBC, breaks down the market impact and how investors should be positioned amid volatility. Paul Sankey of Sankey Research dives into the oil market gyrations. Former CEA member Jared Bernstein discusses where the economy stands and what comes next for growth, policy and the labor market. Richard Bernstein of Janus Henderson outlines what could drive markets in the week ahead as investors prepare for key jobs data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jim Cramer and David Faber discussed stocks falling and crude oil prices rebounding — one day after President Trump's comments on Iran sparked the biggest daily gain for the major indices since early February. Another rough day for shares of alternative asset managers: Apollo Global Management and Ares Management became the latest firms to limit private credit fund withdrawals. Also in focus: OpenAI on Microsoft, sources tell David that Jefferies is not interested in selling itself, Chevron CEO Mike Wirth on Iran war impact, Nvidia's AI dominance, "Faber Report" on Nelson Peltz's Trian and General Catalyst raising their offer to acquire Janus Henderson. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
n Capital Intereconomía, en el Radar Empresarial, analizamos el plan de Donald Trump para aumentar la producción de crudo en las costas de California, una medida que busca reforzar el suministro energético de Estados Unidos en un momento de fuerte volatilidad en los mercados del petróleo. En la entrevista hablamos con José Antonio Esteban, CEO de IronIA Fintech, sobre la promoción de un fondo de Janus Henderson, analizando sus características, su estrategia de inversión y cómo puede encajar en las carteras de los inversores en el actual entorno de mercado. En el Foro de la Inversión contamos con Gustavo Trillo, consejero delegado de Panza Capital, que explica cómo están adaptando sus carteras al ruido geopolítico y qué oportunidades ven de cara a 2026. También repasamos sectores y valores con mayor potencial, en un contexto de volatilidad marcado por la inflación, los tipos de interés y la incertidumbre internacional. El programa se completa con el consultorio de fondos de inversión junto a José María Luna, director de inversiones y socio fundador de Luna Sevilla Asesores Patrimoniales, que responde a las preguntas de los oyentes y analiza las mejores estrategias para invertir en fondos.
José Antonio Esteban, CEO de IronIA Fintech, habla de la promoción que tiene la compañía con Janus Henderson. ¿Por qué la compañía promueve fondos y estrategias completas? “Promocionamos fondos y estrategias completas para que el fondo se conozca”, afirma el invitado. También señala que “como se conoce un fondo de verdad es teniéndolo en la cartera” y que lo conoces sin riesgo “en una promoción que te da lo que inviertes”. Una de las formas, según él, es que si “compras 30 euros de un fondo te dan tres meses de IronIA gratis o 5.000 elements agua”. El entrevistado habla del conflicto del interés. “El conflicto de interés es no darle lo mejor al cliente sino lo mejor para tí”, asegura el invitado. Además afirma que en su caso es que “en su declaración de principios son independientes”. También señala que colaboran con las compañías siempre y cuando estas vengan con “clases limpias y que no tengan retrocesión”. ¿Qué son las clases limpias? El CEO de IronIA Fintech explica que son “aquellas que no tienen retrocesiones y que están pensadas para el público en general”. Apunta que “suelen ser las más baratas y que suelen ser las institucionales”. Aclara también que “los fondos son elementos o productos financieros que tiene la misma clase pero con distintos precios”. ¿Cuál es el producto que tiene con Janus Henderson? “Es una estrategia del sector salud renta variable y el fondo se llama Global Life Science”, nos aclara José Antonio Esteban. Con la aportación que hacen los clientes se puede tener tres meses de suscripción o tener 5.000 elements. ¿Para qué sirven los elements? El invitado explica que esos elements “son los que utilizan en su programa de lealtad, que puedes canjear por servicios, como los servicios de mercado o puedes pagar la suscripción”.
Martina Álvarez, directora de ventas de Janus Henderson para Iberia, expone en esta entrevista su visión sobre la industria y los mercados a comienzos de 2026.
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
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
Carl Quintanilla and Jim Cramer kicked off the holiday-shortened trading week with breaking news from Jim: Nelson Peltz's Trian Partners and General Catalyst to take asset manager Janus Henderson private in an all-cash deal valued at $7.4 billion. David Faber broke down new developments in the battle for Warner Bros. Discovery: Paramount Skydance has amended its $30/share all-cash offer for the company — in response to WBD's concerns about the bid. Nvidia joins the tech rally on a report stating the company aims to start shipping its H200 chips to China by mid-February. Also in focus: Micron's red-hot runup, holiday shopping home stretch, President Trump's $2,000 tariff checks push. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Real-world assets exploded from $5B to $20B in 2025, and 2026 could hit $400B.In this episode of Money Moves Fast, we sit down with Chris Yin and Teddy Pornprinya of Plume Network to review 2025's explosive RWA growth and predict what's coming in 2026. Chris and Teddy break down the duration vs liquidity trade-off, private credit's $22B onchain opportunity, and why fed rate cuts are setting up the coming RWA explosion.We discuss:- Why CLOs Are The New T-Bills- How Plume Captured 50% of All RWA Users- The Duration vs. Liquidity Trade-Off- Private Credit's $22B Onchain Opportunity- Permissionless Access to Institutional Products- Fed Rate Cuts & The Coming RWA Explosion- Best Ways to Capture the 5-10x UpsideTimestamps:00:00 Intro00:47 Polygon Ad01:05 2025 Year in Review02:51 Understanding CLOs & Triple-A Ratings05:48 Janus Henderson's $500M Deployment07:17 Rate Cuts & Yield Hunting10:28 Plume's Permissionless Strategy13:11 Network Dominance: Ethereum vs. The Rest16:04 Duration Risk Explained18:06 Active Address Leadership22:46 Who Are Plume's Users?25:23 RWA Looping Strategies26:55 Halliday Ad, Trezor Ad, Hibachi Ad28:02 Covering Duration Risk30:13 User Base: KYC vs. Permissionless34:22 Fed Rate Cuts & 2026 Outlook36:19 infiniFi Ad, YEET Ad, Kalshi Ad37:21 The Coming Nuclear Growth Phase39:04 How to Get Exposure to RWA Growth40:55 Top Infrastructure Plays42:14 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl
In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, exploring AI's role in economic growth, the implications of a K-shaped economy, and strategies for navigating the higher cost of capital.
En Capital Intereconomía, el Radar Empresarial ha puesto el foco en Kraft Heinz, tras anunciar que Steve Cahillane será el nuevo CEO de la compañía, un relevo clave para el grupo alimentario. En la entrevista del día, Carmen Olds, directora de Client Solutions Group en Natixis Investment Managers para Iberia y Latam, ha presentado las previsiones de mercados para 2026, analizando el escenario macroeconómico, los tipos de interés y las principales oportunidades de inversión para el próximo ejercicio. En el Foro de la Inversión, Martina Álvarez, directora de Ventas para Iberia de Janus Henderson, ha abordado el nuevo entorno de tipos de interés en Europa y Estados Unidos, las alternativas de inversión en renta fija y ha explicado en detalle el fondo Multi Sector Income (MSI): su filosofía, enfoque multisectorial, gestión activa, posicionamiento actual y comportamiento en rentabilidad frente a su índice de referencia. El programa ha finalizado con el Consultorio de Fondos de Inversión junto a Jorge Colmenarejo Sanz, fundador de fondosafondo.es, donde se ha analizado el impacto de que el Brent perfore los 60 dólares y qué fondos pueden verse beneficiados en este contexto.
Martina Alvarez, Directora de Ventas para Iberia de Janus Henderson, nos explica como funciona la compañía, analiza las perspectivas que tiene la compañía sobre los tipos de interés en Europa y Estados Unidos y las alternativas de inversión en el nuevo entorno de tipos. “La mejor forma de definir Janus Henderson es con nuestro lema: invertir en un futuro mejor juntos”, afirma la invitada. ¿Qué significa el lema de la compañía? La experta apunta que “invertir es que se dedican a la gestión de activos, es lo único que hacen pero gestionan alrededor de 500.000 millones de dólares alrededor del mundo”. Además, señala que “su foco es la gestión activa e identificar las mejores ideas de inversión para sus clientes”. ¿Qué aporta la gestión activa a la cartera de los clientes en el momento actual de los mercados? “Con la vuelta de los tipos de interés hay una mejor diferenciación entre las mejores y peores compañías”, afirma la invitada. También nos explica cómo ven el entorno mundial de los mercados en 2026 y cómo ha sido este 2025. “2025 ha sido el año de la sorpresa”, afirma la experta. Puntualiza que “es sorpresa por que se ha empezado el año por las nubes en cuanto a políticas en La Casa Blanca y eso ha hecho que algunos ahorradores e inversores estar un poco más cautos. También analiza de cara al año que viene qué riesgos hay de cara a 2026. “Nuestro punto de vista desde el punto de vista del riesgo es no estar invertidos”, asegura la Directora de Ventas para Iberia de Janus Henderson. Asegura que desde la firma “lo que están viendo son datos económicos bastante sólidos, ese ahorrador, con la inflación existente, va a perder poder adquisitivo”. Además añade que “sin embargo si construye una cartera diversificada puede batir esa inflación”.
En Capital Intereconomía, el Radar Empresarial puso hoy el foco en Novo Nordisk, compañía que sigue siendo protagonista del sector farmacéutico tras los últimos movimientos en su estrategia global y su nueva alianza con la india Emcure Pharmaceuticals. En la entrevista del día, Javier López, director y CEO de SilverGold Patrimonio, analizó la situación de los metales preciosos en un contexto económico global marcado por la volatilidad, la inflación y las tensiones geopolíticas. López explicó que tanto el oro como la plata mantienen su papel de refugio ante la incertidumbre y destacó que el renovado interés de bancos centrales e inversores institucionales ha reforzado su posición como activo estratégico. El experto apuntó que el oro seguirá siendo un valor defensivo en 2026, mientras que la plata gana atractivo no solo como refugio, sino también por su demanda creciente en la transición energética y la industria tecnológica. Desde SilverGold Patrimonio, indicó, la compañía ofrece planes de compra adaptados a distintos perfiles de inversor, con soluciones personalizadas para proteger el ahorro a largo plazo. En el Foro de la Inversión, participó Martina Álvarez, Directora de Ventas para Iberia de Janus Henderson, quien analizó el contexto de los mercados globales de renta fija y variable, destacando la importancia del asesoramiento activo para navegar un entorno financiero de mayor selectividad y oportunidades concretas. La jornada concluyó con el Consultorio de Herencias de Itziar Pernía Gómez, Socia Directora de Legal por Naturaleza, centrado en la adjudicación de herencias mediante cuaderno particional privado. Pernía explicó que este tipo de adjudicación sí puede ser válida, pero no exime del pago de impuestos y requiere que todos los herederos estén de acuerdo. En caso de conflicto, aclaró, el reparto puede impugnarse judicialmente. También abordó qué ocurre con bienes no inscritos en el Registro de la Propiedad y las responsabilidades derivadas de herencias aceptadas de manera privada.
Martina Alvarez, Directora de Ventas para Iberia de Janus Henderson, analiza el mercado, poniendo el foco en la renta fija, la deuda, los bonos y en la última reunión de los Bancos Centrales. “A veces nos escondemos detrás del ruido y no vemos la foto completa”, asegura la invitada. Para ella “si nos centramos en la foto completa lo que se está viendo es un contexto sólido, con economías resilientes, creciendo de forma moderada pero creciendo”. La experta apunta a que hay que alejarse de los titulares negativos. Unos titulares que han venido de dos de las compañías más influyentes del planeta. Ted Pick, CEO de Morgan Stanley, ha afirmado que los mercados se encaminan hacia una corrección. Prevé una caída de entre el 10 y el 15%, algo similar a los que piensa David Solomon, consejero delegado de Goldman Sachs, que prevé una caída del 10 y 20% en los próximos 12 y 14 meses. También se acerca la última reunión de los Bancos Centrales. “Los Bancos Centrales han podido actuar, han tenido margen de actuación y lo han hecho”, afirma la Directora de Ventas para Iberia de Janus Henderson. Además, apunta que “a ambos lados del Atlántico se han hecho programas de estímulo para impulsar la economía, si nos alejamos del ruido y los titulares vemos unas Bolsas en positivo”. Martina Alvarez analiza cómo afecta el actual ciclo de interés en las oportunidades en renta fija, tanto en Europa como en Estados Unidos. “La renta fija no es solo un activo refugio, es una fuente de rentabilidad”, asegura la invitada. Además apunta que “hay margen, los tipos de interés en Estados Unidos están entre el 3,75% y el 4% y en Europa el 2%, donde es posible que se esté tocando suelo mientras que en Estados Unidos hay más margen para que sigan bajando esos tipos de interés”.
En Capital Intereconomía hemos puesto hoy el foco empresarial en Ørsted, dentro de una jornada en la que los mercados siguen marcados por la volatilidad y la búsqueda de refugio en la renta fija. En el Radar Empresarial, analizamos junto a Xavier Brun, responsable de Renta Variable Europea en Trea AM, la situación de Novo Nordisk, que ha anunciado una rebaja en sus previsiones de crecimiento para sus principales tratamientos contra la obesidad y la diabetes. Brun explicó que, aunque la compañía sigue registrando beneficios sólidos —un 4% más interanual—, el mercado reacciona con cautela ante el aumento de la competencia y la presión sobre los precios de los medicamentos para la pérdida de peso. El analista señaló que la entrada de nuevos rivales, como Metsera, podría redefinir las valoraciones del sector y forzar a Novo Nordisk a ajustar su estrategia de precios y márgenes. Aun así, considera que la farmacéutica danesa sigue manteniendo una posición de liderazgo, con un modelo de negocio sólido y márgenes resistentes a medio plazo. En el Foro de la Inversión, Martina Álvarez, directora de Ventas para Iberia de Janus Henderson, abordó el papel de la renta fija como refugio en el contexto actual de incertidumbre y destacó que las próximas decisiones de los bancos centrales serán clave para definir el rumbo de los mercados en el cierre del año. La jornada concluyó con el consultorio de fondos, en el que Diego González, socio director de Cobalto Inversiones EAFI, respondió a los oyentes sobre estrategias de inversión, fondos defensivos y oportunidades en renta fija y variable global.
Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. https://www.whatsapp.com/channel/0029VaMpX3bDjiOUINh85d3P Milei-Sieg freut Finanzmärkte. Novartis kauft Avidity Biosciences. Peltz kauft Janus Henderson. Qualcomm macht KI-Chips. Keurig Dr Pepper wächst. HSBC hat Probleme wegen Madoff. Gerresheimer verbucht falsch. US-Bergbau fällt. T-Mobile US (WKN: A1T7LU) verkauft mehr Verträge mit Smartphones als in den letzten zehn Jahren und ist stärker als die Konkurrenz. Jetzt startet ein neuer CEO – wie ist seine Strategie? Der weltgrößte Hersteller von Zigarren und Pfeifentabak kommt aus Dänemark. Aber die Scandinavian Tobacco Group (WKN: A2AD2Q) wächst kaum noch. Rauchfreie Produkte sollen das Business beleben. Diesen Podcast vom 28.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Para determinar si es necesario ajustar nuestra cartera de inversión y cómo hacerlo, hablamos con Martina Álvarez, su directora de ventas para Iberia en Janus Henderson.
Juan Fierro, director asociado de Janus Henderson, ha querido compartir una visión optimista sobre el momento que atraviesa la firma y el entorno de inversión actual. “Estamos en un momento dulce”, afirma. “Somos una gestora de gestión activa y mantenemos una filosofía de inversión basada en el conocimiento profundo de las compañías y sus modelos de negocio. Dedicamos mucho tiempo a entender qué hay detrás de cada empresa, y eso nos ha permitido gestionar con éxito más de 500.000 millones en activos bajo gestión”. El directivo también ha analizado el contexto internacional, marcado por una gran transformación geopolítica. “Estamos viviendo un cambio de paradigma a nivel global. Se está produciendo un reordenamiento geoeconómico en el que China está ganando cada vez más peso, no solo desde el punto de vista del consumo y del comercio, sino también en el terreno tecnológico”. Por último, Fierro ha querido destacar una oportunidad clara para los inversores más prudentes: la renta fija. “Después de muchos años, la renta fija ha vuelto a aportar valor a las carteras. Hoy podemos hablar de rentabilidades cercanas al 4% sin asumir grandes riesgos, lo que la convierte en una opción especialmente interesante para aquellos perfiles más moderados”.
En el Radar Empresarial de Capital Intereconomía hemos puesto hoy el foco en Foxconn, el gigante tecnológico taiwanés clave en la cadena de suministro global, que vuelve a ser noticia por sus movimientos estratégicos en el sector de los semiconductores y la movilidad eléctrica. Después, entrevistamos a José Antonio Esteban, CEO de IronIA Fintech, con quien hablamos sobre su nuevo servicio “Mercado”, una herramienta que permite analizar carteras de inversión en tiempo real para conocer el impacto de los movimientos del mercado y tomar decisiones más informadas. Esteban explicó cómo esta funcionalidad democratiza el acceso al análisis financiero y mejora la transparencia para los inversores particulares. En el Foro de la Inversión, conversamos con Juan Fierro, director asociado de Janus Henderson, sobre las perspectivas de tipos de interés en Europa y Estados Unidos y las oportunidades de inversión en renta fija en el actual contexto monetario. Fierro presentó el fondo Multi Sector Income (MSI), destacando su enfoque multisectorial, diversificación activa y gestión dinámica como claves para generar rentabilidad con riesgo controlado. Además, repasó su trayectoria, posicionamiento actual y la forma en que el equipo gestor ajusta la asignación de activos ante los cambios macroeconómicos. La mañana concluyó con el Consultorio de Fondos, con Gabriel López, CEO de Inverdif, quien respondió a las preguntas de los oyentes sobre estrategias de inversión, renta fija y fondos mixtos ante un posible ciclo de bajadas de tipos. Para cerrar, Eva Villanueva se desplazó hasta el Foro Ecofin, punto de encuentro para directivos y empresarios centrado en ciberseguridad y financiación empresarial del futuro, donde se debatieron los nuevos retos digitales y las claves del crecimiento sostenible.
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies. The conversation explores: How China's leadership in renewable energy, shipbuilding, and electric vehicles is opening fresh investment opportunities The race for technological dominance, particularly in AI, and its impact in transforming industries, reshaping supply chains, and redefining global trade and security Australia's need to diversify its export mix, pointing to opportunities in services, education, tourism How active management in fixed interest is unlocking high-yield opportunities across government, corporate, and infrastructure debt The importance of long-term thinking and understanding how policy and regulatory factors influence portfolio performance
The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost: Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today. Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.
Tune in to this episode of the Security Token Show where this week Herwig Konings and guest contributors, Tal Elyashiv, Managing Partner at SPiCE VC, Nico Pantelis, Partner at Blue Bay Ventures, and Jason Barraza cover the industry leading headlines and market movements, including Robinhood's tokenized stocks, stablecoin issuers like Circle and Ripple applying for bank charters, SPiCE VC's 3rd investor payout, and more RWA news! This week Jason Barraza had a chance to sit with Yuval Rooz, Co-Founder and CEO of Digital Asset, for an inside look at their $135 million raise, the growing momentum behind Canton Network including integrating with Nasdaq Calyspo, and why privacy, composability, and real world asset tokenization as a whole are going to change global markets. Did Yuval leave you on a cliff hanger before the RWA Foundation Updates? Jason and Yuval dive into it and more on the full interview available here: https://youtu.be/Aj4URNZo9uM Company of the Week - Herwig: Robinhood Companies in the news include SPiCE VC, Circle, Ripple, Robinhood, Republic, SpaceX, OpenAI, S&P Dow Jones Indices, Centrifuge, Anemoy, Janus Henderson, Midas, Fasanara, Morpho, Steakhouse Financial, Bitfinex Securities, Castle Community Bank, Arbra, Colb, Gemini, Arbitrum, Euroclear, Abu Dhabi Securities Exchange, FAB, HSBC, Bybit, xStocks, Dinari, BitGo, Spiko, Chainlink, MetaWealth, Securitize, Redstone, Apex Group, GLEIF, ERC-3643 Association, Kinexys by J.P.Morgan, S&P Global, Particula, 21X, GF Securities, Hashkey, OnRe, Lynq Network, European Central Bank, Ondo, Pantera, Zult, Stable, AMINA, Ripple, Paxos, World Liberty Financial, Plume, Paul Atkins/ SEC, SIFMA Check Out Tal's Book “Investing in Revolutions”: https://www.amazon.com/Investing-Revolutions-Creating-Transformational-Technology/dp/B0DKS3YFWV#detailBullets_feature_div TokenizeThis 2025 Conference Review: https://docsend.com/v/k8bn7/tt25 STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9 More STM.co Reports: https://reports.stm.co/ Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Learn More About WALLY DAO: WallyDAO.xyz ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 0:47 Market Movements 34:06 STS Interviews: Yuval Rooz, Digital Asset 45:23 RWA Foundation Updates 46:52 Token Debrief 58:18 Companies of The Week
Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including Grove's $1B allocation, Digital Asset's $135M raise, tokenized stocks and more RWA news! Company of the Week - Herwig: Dinari Company of the Week - Kyle: Davis Commodities Companies covered include Grove, Janus Henderson, Anemoy, Centrifuge, Republic, SpaceX, Dinari, Upexi, Superstate, Digital Asset, Canton Network, DRW, Tradeweb, FalconX, Lynq Network, Wormhole, Ripple, Nasdaq, QCP, Davis Commodities, Plume, Blocksense, Jarsy, Baillie Gifford, Archax, BlackRock, Ethena, Securitize, KfW, SDX, MTCM Securitization Architects, Tokeny, Matrixdock, SPiCE VC, Clearpool, Fiserv, Solana, Mastercard, Paxos, PayPal, Particula, Agora, and EFAMA ==== TokenizeThis 2025 Conference Review: https://docsend.com/v/k8bn7/tt25 STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9 More STM.co Reports: https://reports.stm.co/ Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Learn More About WALLY DAO: WallyDAO.xyz ==== ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 1:56 Market Movements 18:00 RWA Foundation Updates 20:18 Token Debrief 40:14 Companies of The Week
After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities? Janus Henderson's London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss: why there is space for both active and passive strategies in a portfolio what significant and permanent shifts in trade mean for markets asset class opportunities beyond volatile equity markets, and the huge runway for themes that are yet to realise their full potential. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.
Amazon spent over a decade as a misunderstood stock - volatile, unprofitable, and often written off. But for those who looked past the noise, it became one of the greatest investments of our time. Today, Janus Henderson sees echoes of that journey in Spotify. It may not look like a market leader yet, but under the surface, the building blocks of enduring growth are falling into place. In this episode, Josh Cummings explains how volatility creates opportunity, why time is a long-term investor's best friend, and what separates the winners from the noise. Is Spotify your second shot at an Amazon-style success?
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Connell Hasten of Victory Park Capital and Sukh Grewal of Janus Henderson for a deep dive into the evolving dynamics of public and private asset-backed markets. From their unique career paths to the strategic partnership between their firms, Connell and Sukh explore how collaboration across public and private markets is enhancing investment opportunities for insurance asset managers. Listeners will gain valuable insights into the symbiotic relationship between ETFs and private ABL investments, and how insurers are leveraging both to manage liquidity, diversify portfolios, and improve yield in today's market. The discussion also tackles macro trends driving interest in asset-backed lending, emerging collateral types, and what characteristics these seasoned professionals look for in the next generation of investment talent. Whether you're rethinking your asset allocation or simply looking to stay ahead of industry shifts, this episode delivers actionable perspectives tailored for insurance investors.
Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute's investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway's Warren Buffett - surprising investors at the company's annual meeting by announcing he will step down as CEO… The team broke down his legacy and what's next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street's top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit. Squawk on the Street Disclaimer
Retail investors aren’t yet ready to jump on the private credit bandwagon, according to Janus Henderson. “The skepticism there should be real,” John Kerschner, the firm’s head of US securitized products, talking about exchange-traded funds focused on direct lending. “The underlying isn’t nearly as liquid and hasn’t really been tested throughout a real dislocation credit cycle,” Kerschner tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Spencer Cutter in the latest Credit Edge podcast. Kerschner and Cutter also discuss the outlook for the US economy and consumers, collateralized loan obligations, relative value in securitized credit and fund flows.See omnystudio.com/listener for privacy information.
In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities.
Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin, and guest contributor Emanuele Rossi from Mountain Protocol cover the industry leading headlines and market movements, including USDM, Figure, and Invesco all tokenizing RWAs! This week features Nick Carmi, VP of Institutional Markets at Figure Markets in an interview with Jason Barraza, covering their publicly-registered $YLDS product, forward vaults, and more! STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9 Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Read STM's Global Tokenized Real Estate Market Guide 2024: https://docsend.com/view/rrfjz7zxzqb9na2q Read the December 2024 RWA Securities Market Update: https://docsend.com/view/6vf42wm8quhnttuv Company of the Week - Herwig: Invesco Company of the Week - Kyle: AVR Solar Park = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Nico: https://www.linkedin.com/in/nicopantelis/ Jason: https://www.linkedin.com/in/jasonbarraza/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/@stmtvofficial The Market Movements 1. Mountain Protocol's USDM Now Supported on Ledger https://medium.com/@MountainUSDM/mountain-protocol-partners-with-ledger-01c0b8f98390 2. Circle to Expand to Bermuda for Money Market Funds https://crypto.news/circle-to-expand-tokenized-money-market-operations-in-bermuda/ 3. $BUIDL Reclaims throne as #1 and surpasses $1B https://www.coindesk.com/business/2025/03/13/blackrock-s-buidl-fund-tops-usd1b-with-ethena-s-usd200m-allocation 4. S&P Global Ratings Assigns AA+f / S1+ to Janus Henderson & Anemoy Tokenized Fund https://en.cryptonomist.ch/2025/03/12/janus-henderson-anemoy-the-tokenized-fund-receives-the-highest-category-rating/ The Token Debrief 1. Cantor Fitzgerald Launches Bitcoin-Backed Loans, Selects Anchorage Digital and Copper.co https://www.prnewswire.com/news-releases/cantor-fitzgerald-partners-with-digital-asset-custodians-anchorage-digital-and-copperco-to-support-bitcoin-financing-business-302397938.html 2. Rome Protocol and KiiChain Partner for Tokenization and Cross-chain Lending in Latin America https://crypto.news/exclusive-rome-protocol-and-kiichain-partnering-to-improve-rwa-tokenization-in-latam/ 3. Securitize Places Onchain Price Feeds with Redstone https://securitize.io/learn/press/redstone-selected-by-securitize-as-blockchain-oracle-partner-bringing-all-its-tokenized-assets-to-defi-ecosystems 4. Mercado Bitcoin to Issue $200M in Assets in LatAm, Tokenized on Polygon https://www.coindesk.com/markets/2025/03/12/mercado-bitcoin-polygon-labs-look-to-issue-usd200m-worth-of-tokenized-assets-in-latin-america 5. MetaWealth Launches 10th Asset: Wyndham Grand La Cala Golf Residences https://www.linkedin.com/posts/metawealthapp_asset-10-is-now-live-welcome-to-wyndham-activity-7305545400004833280-mMPp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB1jcwoBLLGgrwl0xQgVcNMUDJZa3vbF48E 6. DigiFT Tokenizes Invesco Private Credit Strategy Fund on Arbitrum: $iSNR https://cointelegraph.com/news/digift-invesco-private-credit-token-arbitrum 7. Bahrain Exchange ATME Launches Gold-Backed Token, Supported by Central Bank of Bahrain https://news.bitcoin.com/bahrain-digital-exchange-atme-introduces-tokenized-gold/ 8. Serbian Solar Park Tokens Yield 6% Interest https://balkangreenenergynews.com/serbias-first-ever-tokenization-in-energy-sector-saraorci-solar-project-yields-6-interest/ = Check out our Companies = Security Token Group: http://securitytokengroup.com/ Security Token Advisors: http://www.securitytokenadvisors.com/ Security Token Market: https://stm.co InvestReady: https://www.investready.com ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 0:59 Market Movements 26:39 STS Interviews: Figure Markets 36:54 Token Debrief 46:30 RWA Foundation Update 48:17 Companies of The Week
Les entreprises mondiales ont versé des dividendes record en 2024 : 1750 milliards de dollars. C'est colossal et cette tendance implique bon nombre de questions. Mais déjà, comment expliquer cette dynamique ? Pour vous faire une idée et mieux comprendre, ces dividendes mondiaux de 1750 milliards de dollars représentent l'équivalent du produit intérieur brut (PIB) d'un pays comme la Corée du Sud. Deux principales raisons à ce niveau : d'abord, les valeurs des entreprises de la tech ont bénéficié de résultats exceptionnels. Il faut souligner un tournant majeur pour trois d'entre elles puisque pour la première fois de leur histoire, les états-uniennes Meta et Alphabet, tout comme la chinoise Alibaba ont versé des dividendes à leurs actionnaires. Le secteur plait beaucoup, porté évidemment par l'intelligence artificielle. Autre explication, c'est que ce niveau de dividendes mondiaux est porté par les valeurs financières. Comprenez par là les banques et les assurances par exemple ! Faut-il récompenser les actionnaires ? Ce niveau record de dividendes mondiaux d'un montant de 1750 milliards de dollars signifie tout simplement que ce sont les actionnaires qui vont se partager cette somme. Un résultat qui prouve que l'économie mondiale, stimulée, on l'a dit notamment, par les valeurs du secteur de la tech, va plutôt bien. À lire aussiLes grandes entreprises annoncent des dividendes record en France et dans le monde au deuxième trimestreDe là à dire que c'est une bonne nouvelle, il faut relativiser, car comme souvent, pas de réponse claire, nette et précise. D'un côté, oui, c'est une bonne nouvelle, cela veut dire que les entreprises sont assez prospères et qu'elles font assez de résultats pour distribuer des dividendes. Et récompenser les actionnaires, c'est les inciter à réinvestir une partie de leur capital en action. Par ailleurs, un bon cours de bourse, c'est important pour une entreprise.D'un autre côté, on se doit de nuancer car ces dividendes records, c'est de l'argent qui n'est pas directement réinvesti par les entreprises pour préparer leur croissance future et en plus cela contribue à entretenir les inégalités, alors qu'au même moment les filets sociaux sont de plus en plus minces parce que les finances d'un nombre grandissant d'États sont dans le rouge. Alors sur le fond, est-ce que récompenser un actionnaire avec plusieurs millions de dollars de dividende, c'est une bonne chose, quand un travailleur en reçoit seulement quelques dizaines de milliers par an, la question se pose ! À quoi sert cet argent ? Dans la grande majorité des cas, il semble que ces dividendes servent plus à faire grandir le patrimoine des actionnaires, qu'à stimuler le développement des entreprises. Concrètement, une grande partie de cet argent serait d'abord investi dans la pierre pour constituer un patrimoine immobilier en achetant maison et appartement. C'est moins risqué que les actions et les produits financiers. Cela entretient une économie de rente, moins intéressante collectivement. Mais on peut aussi taxer ces dividendes pour les redistribuer à destination des ménages les plus modestes. C'est une option que beaucoup considèrent comme viable, mais attention, dans un monde concurrentiel et mondialisé, la marge de manœuvre est faible, car les gouvernements ont peur de la fuite des capitaux et hésitent donc à taxer davantage les revenus financiers. La question est donc : quelle politique mener ? Cela va être tout l'enjeu de ces prochains mois car, malgré un environnement économique incertain, notamment marqué par les tensions commerciales depuis le retour de Donald Trump au pouvoir, le cabinet Janus Henderson table sur une croissance globale de 5 % pour cette année. Une hausse qui, appliquée aux dividendes, les porterait vers un nouveau record de 1 830 milliards de dollars.
Adam Hetts, global head of multi-asset at Janus Henderson Investors, says the stock market entered the year in "goldilocks mode," at all-time highs and with positive conditions, but the late-cycle economy is facing policy drag and "a lot of those risks have teeth," which is bringing recession back into the conversation. Hetts adds that with a market near record levels, it makes the current rally feel fragile, as if it's easier to move down than keep climbing, and he says there may be a correction as the market re-assesses its current standing, which could create new buying opportunities. Allison Hadley discusses a Howdy.com survey showing that many Americans would leave their job if it weren't for the need for their current health insurance coverage. Plus, Chuck answers a listener's question about fairness in setting up gift and legacy accounts for grandchildren, and Jay Woods, chief global strategist at Freedom Capital Markets, talks stocks in the Market Call.
20 Feb 2025. We look at more earnings with Etihad, The Abu Dhabi airline said passenger numbers climbed more than 30%, to 19 million. Plus, Ali Dibadj who overseas more than quarter of a trillion dollars as CEO of Janus Henderson joins BB and answer all investing questions. And, Aldar unveils "The Wilds", a new Dubai community designed for sustainable living. CEO Jonathan Emery gave us the details of what to expect.See omnystudio.com/listener for privacy information.
As the market continues to digest the back and forth on tariffs, where's the best place to put money to work? Janus Henderson makes the case for small and mid cap stocks. Plus, a new investigation by China and increasing competition on AI – we'll get you set up for Alphabet's earnings. And, Greg Ip discuss the darkening clouds around Europe.
Brendan Carroll is a Senior Partner at Victory Park Capital, which he co-founded in 2007. In this episode, we discussed the evolution of private credit investments, how they can be made more friendly to insurers and the acquisition of VPC by Janus Henderson Investors. Enjoy the show! Overview of podcast with Brendan Carroll, Victory Park Capital 01:00 Getting started in investing 03:00 Setting up the firm in GFC 06:00 Asset backed lending 07:30 Insurance-friendly strategies 09:00 Insurers are the fastest growing LP types 13:00 The industry has always been competitive 17:30 Historic data sees through cycle 18:30 Business review triggers 28:00 The Janus Henderson acquisition 31:00 Developing ChatVPC
What's holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tune in to this episode of the Security Token Show where this week Herwig Konings covers the industry leading headlines and market movements, including the RWA chain wars and more tokenization market activity! Special Announcement, STM will be revealing a special project on Tuesday at the Benzinga Future of Digital Assets conference, live in NYC and livestream: https://www.benzinga.com/digital-assets Join the TokenizeThis 2025 waitlist at summit.stm.co! Company of the Week - Herwig: BUIDL The Market Movements Liquidity Products Go Multi-Chain: BUIDL and BENJI: https://securitize.io/learn/press/blackRock-launches-new-buidl-share-classes-across-multiple-blockchains https://blockworks.co/news/franklin-templeton-launches-benji-on-ethereum First Tokenized Fund Rated by Moody's and Particula: Anemoy's LTF, Managed by Janus Henderson: https://centrifuge.mirror.xyz/6rlZ9ZD9OPRuFwVj5cRvguaqAEelyUMEnlgOyvphKOo Tether Launches Hadron RWA Tokenization Platform: https://tether.io/news/hadron-by-tether-platform-brings-simplified-asset-tokenization-to-the-mass-market/ Arca and BlockTower to Merge for Growth in Digital Asset Space: https://www.ar.ca/blog/arca-and-blocktower-intend-to-merge-unlocking-synergies-and-growth-opportunities Tokenized Burgers: Furahaa Group's Issuance on INX, Live November 20th: https://www.coinspeaker.com/french-fast-food-chain-furahaa-group-enters-tokenization-market-inx-listing/ Avalon Labs Launches USDa: Bitcoin-Backed, Overcollateralized Stablecoin: https://www.cryptotimes.io/2024/11/12/avalon-labs-launches-bitcoin-backed-usda-stablecoin/ ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction 0:52 Special Announcement: Project Reveal at Benzinga on Tuesday, TokenizeThis 2025 2:31 Market Movements 17:15 Company of The Week: BUIDL
A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's show we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate. Andy Acker is a Portfolio Manager at our anchor sponsor, Janus Henderson Investors, where he manages the firm's healthcare strategies. Janus Henderson is a global asset manager with $300B in assets under management, and Andy oversees the firm's Global Life Sciences strategy and its Biotechnology strategy. Biotech stocks have been crushed despite significant advances in drug development, making it a proverbial empty room with only specialists and contrarians left standing. Our conversation starts with Andy's path to becoming a healthcare investor, scientific innovation over his time at Janus Henderson, translation of science into commercial success for businesses, and the 90/90 rule for how stocks behave. We then turn to his investment process across filtering ideas, research, assessment of management teams and commercial success, portfolio construction, trading around names, and private crossover investing. We close with Andy's perspective on opportunities and risks to the space from here, and green shoots he sees that might fill seats in the empty room. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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