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In this episode of the Market Insights podcast, Fisher Investments' Founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on whether high inflation and a worsening job market signal a recession, if US policy unpredictability makes the country less “investable”, whether the "Sell in May" investing adage holds up to scrutiny and what risks the rising national debt poses to investors. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 04/22/2026. Visit our episode page, where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
Tired of deer taking a bite out of your bottom line? Helena has the answer growers have been waiting for — Trico Pro. In this Helena “FieldLink Podcast” episode, we dive into how Trico Pro helps protect your cotton and soybean acres from deer pressure so yield potential stays intact. (00:34) Plus, as discussions heat up over peace talks in Iran, Jody Lawrence shares what it could mean for oil markets and grain prices. (29:02) Follow Helena Agri on social media to stay informed: Facebook: https://bit.ly/3pq8XVJ Instagram: https://bit.ly/347QAO8 X: https://bit.ly/3hwvWdG LinkedIn: https://bit.ly/3pwWLTh YouTube: https://bit.ly/35pLLQJ
Send us Fan MailTrump says Iran talks in ‘final stages' but investors remain nervous. Oil prices pare losses amid worries about supply and depleting inventories. Dollar regains front foot after weak May PMIs in Asia and Europe. Yen breaches 159 per dollar again despite hawkish BoJ comments. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
In today's episode, Kip breaks down an action-packed day in the markets following a turbulent three-day stretch. Tune in as we discuss the psychological toll of market negativity, why dips continue to present opportunities, and the outsized role of innovation in propelling the next leg of this bull market. We'll dive into Nvidia's blockbuster earnings, the strategic positioning of VRA's interest rate sensitive portfolio, and the latest movements in gold, silver, and miners. Plus, Kip offers insights into why the “innovation revolution” and a coming Trump economic miracle could mean years of growth ahead for investors—and why the rest of 2026 is shaping up to be truly special on Wall Street. Tune into today's podcast to learn more.
Send us Fan MailNo light at the end of the Middle East talks tunnel; oil prices remain dangerously high. US equity markets are shielded by Nvidia earnings expectations, ignoring elevated yields. Disappointment from Nvidia results and FOMC minutes could trigger a broader correction. Dollar/yen rally pauses, pound retains yesterday's gains. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Send us Fan MailMiddle East negotiations continue to dominate market sentiment. Elevated oil prices and Treasury yields cast a shadow over equities. A strong market decline could force Trump's hand; could Nvidia earnings trigger it? Dollar/yen reached ¥159, fresh intervention is imminent; has the BoJ learnt its lesson?Dollar hits 2-month high on Middle East tensions. Higher oil prices add to inflation fears and increase Fed hike bets. Yen enters intervention zone, pound weakens ahead of key data. Wall Street pulls back, gold falls below key support zone.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Wondering if your city has enough monthly rental demand to make a midterm rental worth it? In this episode, Furnished Finder Senior Product Manager Kristen James shares how landlords and real estate investors can use the updated Market Insights page to understand rental demand, pricing, tenant types, amenities, and local market opportunity before making their next move.If you are a landlord, real estate investor, entrepreneur or someone building looking to build cash flow through real estate investing, this episode will help you answer one of the biggest questions in midterm rentals: “Is my area a good fit?”Kristen walks us through why Furnished Finder redesigned the Market Insights page, how it shifted from basic stats to actionable market insights, and how landlords can use real demand signals to improve their rental strategy. You will learn how to compare traveler demand to available listings, check average rental rates by bedroom size, understand what tenant types are searching in your area, and make smarter decisions around amenities, pricing, and positioning.This is especially helpful if you are deciding whether to furnish a property, optimize an existing midterm rental, expand into a new market, or better understand who is searching for monthly rentals in your city.Check Monthly Rental Demand Nationwide:https://www.furnishedfinder.com/statsList Your Property on Furnished Finder:https://www.furnishedfinder.com/list-your-property Use code LLD10 for $10 off new listingsAirDNA + Furnished Finder Monthly Rental Report:https://www.furnishedfinder.com/resources/monthly-rental-market-trends-reportTimestamps0:00 Welcome to The Landlord Diaries, The Monthly Rentals Podcast1:15 Kristen James product background and Furnished Finder role3:30 Why Furnished Finder redesigned the Market Insights page4:45 How landlords can check average rental rates by bedroom size5:15 Is your city a good fit for monthly rentals?7:55 From inventory stats to real demand insights10:45 Key demand signals every monthly rental landlord should watch12:45 How new and existing landlords can use Market Insights15:55 How changing industries can shift tenant demand17:10 How to read the story of your rental market19:05 What is coming next for Furnished Finder Market Insights21:30 Rapid fire: swap jobs with someone at Furnished Finder23:25 Rapid fire: one skill the team uses every day The Landlord Diaries is brought to you by Furnished Finder, where you can list your property for one low price and pay zero booking fees.
Send us Fan MailDollar hits 2-month high on Middle East tensions. Higher oil prices add to inflation fears and increase Fed hike bets. Yen enters intervention zone, pound weakens ahead of key data. Wall Street pulls back, gold falls below key support zone.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Send us Fan MailHormuz limbo lifts oil prices, fuelling inflation worries. Bond yields jump across the board on firmer rate hike expectations. Gold and stocks tumble but dollar jumps to 2½-week high. Pound leads FX losers amid twists and turns of UK politics.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Send us Fan MailA pivotal week for global markets is ahead as investors focus on Fed meetingminutes, inflation data, and Nvidia earnings. Key economic releases from the UK,Canada, Japan, the Eurozone, and the US could drive volatility across currencies,equities, and commodities. Markets will be closely watching for signs of persistentinflation, shifting interest rate expectations, and continued strength in AI-drivengrowth. Gain insight into potential market direction, trading strategy considerations, and key levels to watch in this week's market outlook.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Sean Wendt is the founder of dtcmvp. dtcmvp connects shopify partners with leaders at established brands. From intros to insights, they handle everything: you reach your ideal audience, build a better product, and attract more brands. In This Conversation We Discuss: [00:00] Intro [01:30] Understanding prospects' rejection [05:48] Defining the role of outbound sales reps [10:54] Crafting a strong offer for your outreach [12:29] Callouts [12:39] Increasing discovery with paid consultations [15:00] Aligning solutions with existing goals [21:51] Determining the right time to scale outreach [24:39] Designing workflows around busy calendars Resources: Subscribe to Honest Ecommerce on Youtube Shopify's Modern Expert Network dtcmvp.com Follow Sean Wendt linkedin.com/in/seanwendt If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!
Send us Fan MailAI-fuelled stock rally shows no sign of easing as Cisco latest to smash earnings. US PPI data adds to heightened inflation risks as Treasury yields jump. Trump and Xi hold talks but lack of details keeps markets in suspense. Pound finds some love from upbeat GDP data as Starmer's woes worsen.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Send us Fan MailDollar rises on strong US inflation and US-Iran stalemate. Hotter-than-expected CPI bolsters Fed rate hike bets. Markets await outcomes from the Trump-Xi meeting. Tech stocks slide, gold retreats but stays above key support.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Send us Fan MailDollar rebounds on stalled US-Iran talks. Oil up, lifts inflation expectations and Fed hike bets. Yen volatile amid intervention talk, pound falls on UK politics. Wall Street hits fresh record highs, but futures pull back today.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
In today's episode of iGaming Daily Host Charlie Horner is joined by Canadian Gaming Business Editor Tom Nightingale as the duo provides an in-depth preview of SBC Summit Canada, focusing on the upcoming Alberta iGaming launch, regulatory nuances, advertising debates, and the impact of the World Cup on Canadian gambling. Industry experts discuss market opportunities, regulatory challenges, and strategic insights for stakeholders.Host: Charlie HornerGuest: Tom NightingaleProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.
Send us Fan MailUS President rejects fresh Iran proposal, raising risk of renewed hostilities rises. Newsflow triggers muted risk-off reaction; oil bounces higher. US equities remain buoyant ahead of key US data and Warsh's Senate vote. Dollar/yen rises, fresh intervention likely; pound awaits Starmer's next move.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
In part 1 of this 2-part series, Amazon experts share Prime Day, AI, TikTok, PPC, image testing, and Helium 10 strategies to help sellers prepare, optimize, and win bigger. In this special Part 1 of a two-part AM/PM Podcast series, Carrie Miller brings together top Amazon, TikTok Shop, PPC, image optimization, AI, and Helium 10 experts to help sellers prepare for Prime Day. The episode focuses on strategies that can be implemented before the rush, from improving conversion rates and campaign structure to using AI tools for faster execution. The first set of experts dives into practical Prime Day tactics, including using AMC audiences to target higher-converting shoppers, scaling international keyword research with Google Sheets AI and Helium 10, and using AI-assisted workflows to build PPC bulk files. The episode also highlights the importance of main image testing, with strategies from PickFu and AMC One Step showing how sellers can benchmark against competitors, test creative angles, and use SERP simulations to improve click-through rates. TikTok also plays a major role in this episode. Sellers learn how to validate products with Helium 10's TikTok Hot Videos, use TikTok as a top-of-funnel channel for Amazon Prime Day, and create subtle content that drives inbound interest without relying on overt Amazon calls to action. Experts also discuss protecting margins, avoiding unnecessary over-discounting, and using voice-to-text AI tools like WhisperFlow to speed up daily e-commerce workflows. The episode closes with advanced strategies around external traffic, listing optimization, Market Tracker 360, hybrid Prime Day deal structures, and AI-powered product briefs. The biggest lesson is clear: Prime Day success is not just about running a discount. It is about preparing early, improving conversion, understanding your market, using data wisely, and applying AI where it saves time and sharpens decision-making. This first part sets the foundation for sellers who want to turn Prime Day traffic into profitable, long-term momentum. In episode 520 of the AM/PM Podcast, Carrie, Shivali, and guest speakers discuss: 00:00 - Introduction 01:37 - Destaney Wishon: AMC Audience Strategy 05:48 - Ritu Java: AI keyword and PPC Hacks 15:38 - Adrienne Van Nimer: Image Testing Workflow 19:18 - Alina Vlaic: Prime Day, TikTok, and AI tips 26:02 - Michelle Barnum-Smith: TikTok Prime Day Strategy 34:58 - Kamaljit Singh: Main Image Testing Tip 41:11 - Leo Sgovio: External Traffic and Listings Strategy 52:39 - Delaney Del Mundo: Deals and Market Insights
Send us Fan MailTraders prepare for a high‑impact week as US CPI inflation, Federal Reserve developments, and escalating geopolitical risks drive market volatility. From the Fed Chair nomination vote and key US inflation data and retail sales figures to UK GDP, we break down the crucial events shaping forex, stock, commodity, gold, and crypto markets. Gain insight into potential market direction, trading strategy considerations, risk management, and key levels to watch in this week's market outlook. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Send us Fan MailDollar rebounds amid renewed Hormuz uncertainty. Inflation concerns reemerge ahead of nonfarm payrolls. Japan's wage data support BoJ rate hike case. Wall Street pulls back but outlook remains bright.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
CNH and AGCO just dropped Q1 earnings, and the contrast is striking. One saw profits collapse; the other beat the Street. Meanwhile, corn is flirting with $5, used equipment supply is tightening in key categories, and compact construction keeps emerging as a bright spot. Andy Campbell unpacks what it all means for dealers right now.
Send us Fan MailUS-Iran deal hopes intensify, pushing oil off the cliff. Dollar retreats as easing inflation fears reduce Fed hike pressure. Yen jumps on intervention speculation. Wall Street rallies to record highs, gold breaks key resistance.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Is real estate really about selling homes or is it about guiding people through their biggest life decisions? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Windy Keene. Wendy Keen is a seasoned real estate agent with over 20 years of experience navigating every type of market cycle from booming highs to challenging downturns. In this episode she shares how success in real estate is not about quick wins but about consistency relationships and integrity. Her journey from an accounting graduate to a trusted advisor highlights the importance of adapting to change and embracing the realities of a demanding industry. Throughout the conversation Wendy emphasizes that real estate is deeply human work. It involves emotions financial pressure and life transitions. She explains how building long term relationships focusing on client needs and maintaining honesty are the real drivers of a sustainable business. From pricing strategies to handling negotiations and guiding clients through uncertainty her approach is rooted in calm rational decision making and genuine care. If you want to build a lasting real estate career or make smarter buying and selling decisions listen closely and apply these timeless principles. Highlights 00:00 - 10:12 Introduction and Early Career Journey Wendy Keene experience overview Discovery through social media College and accounting degree Transition into real estate 10:12 - 24:38 Entering the Market and Surviving the Crash Starting in a booming market Misconception of easy success Market downturn lessons Short sales and foreclosure era Developing resilience and work ethic 24:38 - 39:55 Building a Relationship Driven Business Importance of relationships Repeat clients and referrals Marketing vs connection Serving clients beyond closing Integrity as core strategy 39:55 - 55:21 Negotiation Strategy and Emotional Discipline Managing emotions in deals Rational decision making Advising clients under pressure Collaboration with other agents Avoiding ego driven conflicts 55:21 - 01:10:07 Brokerage Shift and Professional Growth Transition to Round Table Realty Collaborative culture advantages Leadership and mentorship Training through industry changes Support systems and accountability 01:10:07 - 01:20:44 Market Insights and Client Guidance Pricing strategy in current market Buyer and seller expectations New construction versus established homes Insurance and affordability discussions Helping clients make confident decisions Top of Form Bottom of Form Quotes: "Everybody thinks this is easy until the market shifts and then they realize how hard it really is." – Windy Keene "This job is about people making their most important financial decision." – Windy Keene "You have to respond with integrity not emotion." – Windy Keene "I want to help people realize their next stage in life." – Windy Keene To contact Windy Keene, learn more about her business, and make her a part of your network, make sure to follow her Website, Instagram, and Facebook. Connect with Windy Keene! Website: https://athomeinjacksonville.com/ Instagram: https://www.instagram.com/keene_realtor Facebook: https://facebook.com/windykeenerealtor Connect with me! Website: toprealtorjacksonville.com Website: toprealtorstaugustine.com SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best. #RealEstateExcellence #WindyKeene #realestate #realestateagent #housingmarket #homebuying #homeselling #realestatetips #propertymarket #realestateinvesting #marketcycles #negotiation #leadership #clientrelationships #realestatelife #housingadvice #realtorlife #businessgrowth #salesstrategy #entrepreneurship #realestatesuccess
In this episode of the Market Insights podcast, Fisher Investments' founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on whether world wars create or end recessions, what will happen with inflation in 2026, if REITs are sound investment options and why cap-weighted indexes are superior to price-weighted indexes. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 03/23/2026. Visit our episode page, where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
30 Apr 2026. The Fed kept rates on hold and Jay Powell confirmed he's staying on as Governor. Economist Jeanne Walter and Keith Fitz-Gerald break down what it means for the region. Plus Euromonitor on a very different Gulf travel market ahead. Dubai Tourism's Hoor Al Khaja on whether the hospitality sector is seeing the first green shoots of recovery. RAKBank CEO Raheel Ahmed on record profits and careful provisioning. And BlackRock's Ehsan Khoman on what it would take to call a turning point for the regional economy.See omnystudio.com/listener for privacy information.
In this episode of the Market Insights podcast, Fisher Investments' founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on topics like the accuracy of inflation data, whether a currency reset is underway, should investors consider commodity opportunities and leading economic indicators. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 02/20/2026. Visit our episode page, where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity and volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greater legitimacy and structure to the market, while innovations like stablecoins are unlocking new possibilities for seamless, secure transactions. In this episode, join the Market Insights team's Jack Manley, Global Market Strategist, and Brandon Hall, Research Analyst, as they share expert perspectives on navigating the complexities and opportunities of the modern crypto market Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
Macroeconomic insights for dealers for April 2026. The big OEMs beat expectations, but the story underneath is more nuanced than the headlines suggest. Large ag continues grinding along the bottom while small ag and construction lead the recovery. Visit our Podcast page for more episodes and insights.
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
This episode is sponsored by…BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/Is now the right time to invest in real estate—or should you wait?In this episode, host Matthew Seyoum sits down with lending expert Hans Stone from Blueprint Home Loans to break down what's really happening in today's market. With global uncertainty, rising interest rates, and investor hesitation, many are sitting on the sidelines—but experienced investors are doing the opposite.You'll learn why today's market conditions may actually present one of the best buying opportunities in years, how lending strategies are evolving, and what separates investors who build wealth from those who miss out.If you've been waiting for the “perfect time,” this episode will challenge that mindset.Key Topics & Timestamps0:08 – Introduction & current state of the real estate market0:43 – Why uncertainty is causing investors to hesitate1:37 – The difference between passive vs active investors3:20 – Market cycles: Why waiting can cost you more4:49 – Best loan products in today's market (DSCR, conventional, ARM)5:12 – How investors are buying rates down into the 4% range7:25 – Builder incentives: $15K–$25K opportunities explained10:10 – Long-term investing strategy & Warren Buffett mindset11:43 – Why NOW may be a short-term window of opportunity12:23 – Builders, inventory, and why buyers have leverage14:52 – Real investor story: fear vs long-term results16:34 – Why pre-approved investors still aren't taking action16:40 – How to overcome fear and make confident decisions18:23 – Final advice: stop overthinking and focus on long-term gains
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
This episode is sponsored by…BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/Is now the right time to invest in real estate—or should you wait?In this episode, host Matthew Seyoum sits down with lending expert Hans Stone from Blueprint Home Loans to break down what's really happening in today's market. With global uncertainty, rising interest rates, and investor hesitation, many are sitting on the sidelines—but experienced investors are doing the opposite.You'll learn why today's market conditions may actually present one of the best buying opportunities in years, how lending strategies are evolving, and what separates investors who build wealth from those who miss out.If you've been waiting for the “perfect time,” this episode will challenge that mindset.Key Topics & Timestamps0:08 – Introduction & current state of the real estate market0:43 – Why uncertainty is causing investors to hesitate1:37 – The difference between passive vs active investors3:20 – Market cycles: Why waiting can cost you more4:49 – Best loan products in today's market (DSCR, conventional, ARM)5:12 – How investors are buying rates down into the 4% range7:25 – Builder incentives: $15K–$25K opportunities explained10:10 – Long-term investing strategy & Warren Buffett mindset11:43 – Why NOW may be a short-term window of opportunity12:23 – Builders, inventory, and why buyers have leverage14:52 – Real investor story: fear vs long-term results16:34 – Why pre-approved investors still aren't taking action16:40 – How to overcome fear and make confident decisions18:23 – Final advice: stop overthinking and focus on long-term gains
We're back with a special REA Spring 2026 Auction showcase as we walk through some of the most compelling items in the catalog alongside REA President Brian Dwyer. From iconic vintage cards to newly discovered hobby history, this episode covers a wide range of standout pieces, including a remarkable Babe Ruth find that had the hobby buzzing. We also dig into condition rarity, market dynamics, and what makes certain cards truly special beyond the label. Along the way, we explore everything from pre-war legends to modern grails, with perspective from both the auction house and the collector's seat. In this episode: A newly discovered Babe Ruth card and the story behind it High-grade vintage icons and condition scarcity Rare early baseball artifacts and hobby history Modern cards making waves in major auctions Collector insights on aesthetics, rarity, and desirability Behind-the-scenes perspective from REA If you enjoy the hobby at all levels, from vintage depth to modern relevance, this one has something for you. Take the Hobby Spectrum Assessment and join the directory:https://HobbySpectrum.com Pops and Comps is available now on Amazon:Search Pops and Comps by Jeremy Lee Learn more about your ad choices. Visit megaphone.fm/adchoices
Join Joel Garris and Rob Field for a lively Easter edition of Dollars & Sense! In this episode, we kick things off celebrating Easter and exploring its unique mix of Christian tradition and modern-day commercialization (think chocolate bunnies and Easter egg hunts). Then, with the tax deadline just days away, Joel and Rob share practical tips to avoid common IRS mistakes that could cost you time, money, and peace of mind. Learn how simple errors like name changes, unreported income, and ignored IRS letters can lead to big headaches—and how to stay off the IRS's radar. Plus, it's Final Four weekend! The hosts dive into the explosive growth of online sports gambling, revealing eye-opening statistics about success rates, average losses, and the impact on personal finances. Discover why betting and investing are not the same—and how young generations can build wealth by focusing on fundamentals, not quick wins. Discover fun Easter history facts & traditions IRS tips: Extensions, payments, direct deposit & more Sports betting vs. investing—know the difference! Market recap: 2026 Q1, oil shocks, and the importance of portfolio diversification Key Takeaways: ✔️ Details matter—whether you're filing taxes, investing, or betting ✔️ Diversification and consistency are essential in uncertain markets ✔️ Sports gambling rarely beats true long-term investing #IRSProblems #FinancialPlanning #SportsBetting #InvestingTips #FinalFour #Diversification #PersonalFinance
Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. This conversation explores the forces shaping today's public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined by change. In this special crossover episode between Insights Now and Alternative Realities, we continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets. In this episode, join Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team* for a timely exploration of AI's impact on markets and the pathways to resilient, forward-looking portfolios. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
Markets have seen strong performance in recent years, but as we look to the future, attention is turning to the transformative impact of artificial intelligence, particularly within private markets. In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines. Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world's leading AI companies and the trends she's seeing across the AI landscape. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
Marc Cox discusses surging gas prices and global energy market dynamics with Taylor Riggs from Fox Business. They break down the impact of Iran's actions on oil prices, the mechanics of the Strait of Hormuz, and why U.S. energy independence doesn't immediately shield Americans from global price swings. Riggs also explains the short-term versus long-term inflation effects, emergency oil releases, and what traders are watching, making complex market forces clear for listeners. The hour closes with insights on her upcoming segment with Larry Kudlow and how global events shape local energy costs. Hashtags: #TaylorRiggs #OilPrices #IranConflict #StraitOfHormuz #EnergyMarkets #FoxBusiness #GasPrices
Have we made the manager's role more complex without making it easier to make good decisions? Over the past decade, expectations on managers have grown significantly. They're expected to make decisions that are fair, data-informed, and financially responsible - often in real time and under increasing scrutiny. Yet in many organisations, the systems designed to support those decisions haven't evolved at the same pace. So, in this episode of the Digital HR Leaders podcast, host David Green speaks with Kenneth Matos, Director of Market Insights at HiBob, to explore what it takes to design better decision environments for modern organisations. Drawing on new global research involving 4,700 people managers, Ken shares why the time spent stitching together data and the lack of a unified HR–Finance view are undermining decision quality - and what leaders must do to enable managers to balance people fairness with financial discipline. Tune in to learn more about: Why decision friction is emerging as a hidden barrier to organisational agility How fragmented data undermines fairness, consistency, and trust in people decisions What changes when HR and Finance operate from a shared contextWhy defensibility is becoming critical in an era of pay transparency and scrutinyHow AI can reduce decision friction when implemented with the right guardrailsWhy designing better decision environments is becoming a core leadership priority This episode is sponsored by Hibob. HiBob brings HR, Payroll, and Finance together into a single platform that employees actually use. With AI throughout, you move faster, work smarter, and empower your people to power your business. Sapient Insights recognises HiBob's AI vision, citing the Bob AI Companion for making everyday work faster and easier. Fosway Group also names HiBob a 2025 9-Grid™ Core Leader, recognising the strongest AI vision among Core Leaders. HiBob. All-in-one HCM for HR, Payroll, and Finance. Learn all about HiBob's modern HR platform hereResources: Better Together: Budget-Smart People-Fair How Managers Decide with Data Report Hosted on Acast. See acast.com/privacy for more information.
Are you tired of the "dark side" of real estate—dealing with toilets, tenants, and trash? In this episode, Scott Carson, "The Note Guy," pulls back the curtain on a real-world case study in Texarkana to show you how to become the bank, not the landlord. We dive deep into a performing note deal on a $65,000 property that delivers a staggering 16% return—or even an infinite return if you know how to structure the arbitrage. Whether you are looking to invest a small amount of your own capital or want to learn how to raise private money using Self-Directed IRAs, this episode provides the blueprint for building a cash flow machine without the headaches of traditional property management.What You'll Learn in This EpisodeThe Texarkana Case Study: A breakdown of a 3-bedroom, 2-bath asset sold on owner-finance terms with a 13% interest rate.The Math of a 16% ROI: How buying a performing note at 80% of the Unpaid Principal Balance (UPB) creates immediate equity and high-yield cash flow.The "Infinite Return" Strategy: How to use private money at 8–10% to fund 85% of a deal while you keep the difference in interest and a "cha-ching" on the front end.The Three "Cha-Chings": Identifying profit centers on the front end (origination/funding difference), the middle (monthly cash flow), and the back end (payoff/refinance).The 6-Figure Blueprint: Why you only need approximately 20 "small" deals to generate over $100,000 in annual income.SDIRA Secrets: How to find the 6 to 9 private investors you need to raise $1,000,000 for your note portfolio.Foreclosure as a Safety Net: Understanding why Texas is a "friendly" state for note holders, allowing for a 90-day foreclosure process if a borrower stops paying.Asset Appreciation: How a $65,000 property can grow to $100,000 over 10 years, increasing your security and potential REO profit.11 Exit Strategies: From "The Flip" to "The Flow," learn the various ways to monetize both performing and non-performing notes.Market Insights for 2026: Why note buying is the smartest strategy in a landscape where traditional REOs and wholesale deals no longer make sense.Stop flipping burgers and start flipping notes. Real estate investing in 2026 is about being a "Lienlord" and leveraging the power of the bank. If you're ready to master the fundamentals and start your journey toward a 6-figure side hustle, don't miss our upcoming 3-day Virtual Note Buying Workshop. We offer a 100% money-back guarantee because we know this proven plan has helped thousands of investors succeed. Visit NoteBuyingForDummies.com to grab your seat at 50% off and start building your cash flow machine today! Watch the Original Video HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »
Are you tired of the "dark side" of real estate—dealing with toilets, tenants, and trash? In this episode, Scott Carson, "The Note Guy," pulls back the curtain on a real-world case study in Texarkana to show you how to become the bank, not the landlord. We dive deep into a performing note deal on a $65,000 property that delivers a staggering 16% return—or even an infinite return if you know how to structure the arbitrage. Whether you are looking to invest a small amount of your own capital or want to learn how to raise private money using Self-Directed IRAs, this episode provides the blueprint for building a cash flow machine without the headaches of traditional property management.What You'll Learn in This EpisodeThe Texarkana Case Study: A breakdown of a 3-bedroom, 2-bath asset sold on owner-finance terms with a 13% interest rate.The Math of a 16% ROI: How buying a performing note at 80% of the Unpaid Principal Balance (UPB) creates immediate equity and high-yield cash flow.The "Infinite Return" Strategy: How to use private money at 8–10% to fund 85% of a deal while you keep the difference in interest and a "cha-ching" on the front end.The Three "Cha-Chings": Identifying profit centers on the front end (origination/funding difference), the middle (monthly cash flow), and the back end (payoff/refinance).The 6-Figure Blueprint: Why you only need approximately 20 "small" deals to generate over $100,000 in annual income.SDIRA Secrets: How to find the 6 to 9 private investors you need to raise $1,000,000 for your note portfolio.Foreclosure as a Safety Net: Understanding why Texas is a "friendly" state for note holders, allowing for a 90-day foreclosure process if a borrower stops paying.Asset Appreciation: How a $65,000 property can grow to $100,000 over 10 years, increasing your security and potential REO profit.11 Exit Strategies: From "The Flip" to "The Flow," learn the various ways to monetize both performing and non-performing notes.Market Insights for 2026: Why note buying is the smartest strategy in a landscape where traditional REOs and wholesale deals no longer make sense.Stop flipping burgers and start flipping notes. Real estate investing in 2026 is about being a "Lienlord" and leveraging the power of the bank. If you're ready to master the fundamentals and start your journey toward a 6-figure side hustle, don't miss our upcoming 3-day Virtual Note Buying Workshop. We offer a 100% money-back guarantee because we know this proven plan has helped thousands of investors succeed. Visit NoteBuyingForDummies.com to grab your seat at 50% off and start building your cash flow machine today! Watch the Original Video HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest
Follow Two Quants and a Financial Planner on SpotifyFollow Two Quants and a Financial Planner on AppleIn this new weekly Excess Returns recap, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast network. Drawing on discussions with Andy Constan, Rob Arnott, Kai Wu, Ben Hunt, Rupert Mitchell, Meb Faber and others, the episode connects ideas across macro, markets, AI, credit cycles and valuation. The conversation focuses on timeless investing principles investors can apply today, including how to evaluate expert opinions, how AI may reshape markets and jobs, what defines a true market bubble, why international stocks may be benefiting from global fiscal spending, and why the best opportunities in markets often come after long periods of underperformance.Topics covered in this episodeHow to evaluate expert opinions during major market events and filter signal from noiseAndy Constan's framework for judging credibility based on experience and confidenceWhy charts showing markets rising after wars are often misleading data miningThe difference between believing in AI technology and believing AI stocks are good investmentsHow AI could both replace and augment human work through the task based structure of jobsRob Arnott's definition of a market bubble using implausible growth assumptionsWhy many technology leaders ultimately fail to justify the expectations priced into their stocksThe difference between software companies whose moat is code and those with durable intangible advantagesHow brand, switching costs, distribution and network effects protect enterprise software companiesWhy AI may be one of the most disruptive technologies in history and what that means for marketsMeb Faber on the myth that the easy money has already been made in international and value stocksThe behavioral challenge of holding unpopular strategies through long periods of underperformanceRob Arnott on why small cap value could outperform large cap growth over the next decadeBen Hunt on the point in every credit cycle when lenders say no moreHow rising costs of capital can trigger boom bust credit cyclesRupert Mitchell on why global equity markets often follow government fiscal spendingThe growing role of international fiscal policy and capital flows in global market leadershipTimestamps00:00 Introduction and the idea behind the weekly Excess Returns recap show03:00 Andy Constan on how to evaluate experts and filter market commentary11:40 Why charts showing markets rising after wars can be misleading17:00 Kai Wu on AI technology versus AI investments and the future of work25:37 Rob Arnott on how to define a market bubble using valuation assumptions29:35 Kai Wu on software moats, intangible assets and enterprise software durability35:31 Rob Arnott on how disruptive AI could be for the global economy39:54 Meb Faber on why the easy money has never been made in markets43:57 Rob Arnott on small cap value versus large cap growth opportunities48:39 Ben Hunt on credit cycles and the moment lenders pull back55:56 Rupert Mitchell on fiscal spending and global equity market performance
In this episode of the Market Insights podcast, Fisher Investments' founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on topics like tariffs' economic impact, the probability of a recession in 2026, being a “perma-bull,” and comparisons between AI stocks and the dot-com bubble.. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 01/12/2026. Visit our episode page, where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
In this episode of Two Quants and a Financial Planner, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast network. Drawing on discussions with Andy Constan, Rob Arnott, Kai Wu, Ben Hunt, Rupert Mitchell, Meb Faber and others, the episode connects ideas across macro, markets, AI, credit cycles and valuation. The conversation focuses on timeless investing principles investors can apply today, including how to evaluate expert opinions, how AI may reshape markets and jobs, what defines a true market bubble, why international stocks may be benefiting from global fiscal spending, and why the best opportunities in markets often come after long periods of underperformance.Topics covered in this episodeHow to evaluate expert opinions during major market events and filter signal from noiseAndy Constan's framework for judging credibility based on experience and confidenceWhy charts showing markets rising after wars are often misleading data miningThe difference between believing in AI technology and believing AI stocks are good investmentsHow AI could both replace and augment human work through the task based structure of jobsRob Arnott's definition of a market bubble using implausible growth assumptionsWhy many technology leaders ultimately fail to justify the expectations priced into their stocksThe difference between software companies whose moat is code and those with durable intangible advantagesHow brand, switching costs, distribution and network effects protect enterprise software companiesWhy AI may be one of the most disruptive technologies in history and what that means for marketsMeb Faber on the myth that the easy money has already been made in international and value stocksThe behavioral challenge of holding unpopular strategies through long periods of underperformanceRob Arnott on why small cap value could outperform large cap growth over the next decadeBen Hunt on the point in every credit cycle when lenders say no moreHow rising costs of capital can trigger boom bust credit cyclesRupert Mitchell on why global equity markets often follow government fiscal spendingThe growing role of international fiscal policy and capital flows in global market leadershipTimestamps00:00 Introduction and the idea behind the weekly Excess Returns recap show03:00 Andy Constan on how to evaluate experts and filter market commentary11:40 Why charts showing markets rising after wars can be misleading17:00 Kai Wu on AI technology versus AI investments and the future of work25:37 Rob Arnott on how to define a market bubble using valuation assumptions29:35 Kai Wu on software moats, intangible assets and enterprise software durability35:31 Rob Arnott on how disruptive AI could be for the global economy39:54 Meb Faber on why the easy money has never been made in markets43:57 Rob Arnott on small cap value versus large cap growth opportunities48:39 Ben Hunt on credit cycles and the moment lenders pull back55:56 Rupert Mitchell on fiscal spending and global equity market performance
Equity markets are shifting, with value and quality equities stepping into the spotlight and AI's impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what's next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today's market. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
Calibrate Real Estate Podcast #201 In this episode of the Calibrate Real Estate Podcast, host Kyle Malnati sits down with Scott Rathbun, the President and Owner of Apartment Appraisers and Consultants (AANC), to discuss the current state of the apartment market in the Denver Metro Area. This episode provides valuable insights and data-driven analysis for real estate professionals and decision-makers in the Denver Metro Area, as they navigate the current market conditions and plan for the future. Here are key takeaways: The Denver Metro Area is experiencing a slowdown in population growth and employment, which are typically the key drivers of housing demand. The demand for apartments remains high due to the increasing unaffordability of homeownership, leading to a delay in the transition from renting to owning. The apartment market has been overbuilt, resulting in rising vacancy rates and the need for landlords to offer significant concessions to attract tenants. The decline in rents is impacting the affordable housing market, as market-rate rents are now competing with subsidized affordable units. The development pipeline is shrinking, which could lead to a future shortage of new apartment supply and a potential resurgence in rent growth. Investors and developers should closely monitor the market trends and be prepared to adjust their strategies accordingly. Renters may have more negotiating power in the short term, but the long-term outlook suggests the potential for a tightening market and rising rents. Policymakers and affordable housing advocates should consider ways to incentivize the development of affordable units to mitigate the impact of the market-rate rent competition.
If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Blog Post from Matt Cerminaro on February 24th titled “The Craziest Stat of 2026” - https://chartkidmatt.com/p/the-craziest-stat-of-2026 IRS Tax Withholding EstimatorUS-Israel strike on Iran & market reaction – VIX peaked mildly, institutional buying, investor confidence (03:24) Midterm year volatility expectations – Weak early months, Q4 rebound, historical resilience (06:41) Middle East conflicts & supply chain containment – Limited market disruption, quick recovery (09:23) US dollar trends & international equity outlook – Unexpected 3.5–4% rebound, impact on global stocks, diversification advice (12:12, 14:30) Mortgage rates & housing affordability – 30-year rates below 6%, improved buying conditions, sticky home prices (15:22, 16:30) Tech sector (MAG7) valuation shifts – Low valuations vs. defensive sectors, potential buying opportunities (18:13, 21:20, 28:37) Market technicals & behavioral insights – S&P 500 moving average contraction, disciplined investing, long-term perspective (22:33, 25:25) Tax planning & IRS tools – Withholding estimator, biannual review, avoiding penalties (31:46, 33:15) Hosts:Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page
Marc Cox begins Hour 2 with Eric Schmidt's hard-hitting oversight of Democratic immigration policies, highlighting consequences of past border enforcement failures and mass amnesty debates. Nicole Murray joins with detailed market updates, covering stock performance, tech disruptions, and lifestyle trends among younger generations. The hour concludes with lighter stories and quirky news, including unusual animal incidents, tying together politics, economics, and culture. Hashtags: #MikeKehoe #MissouriPolitics #StateIncomeTax #EricSchmidt #ImmigrationOversight #NicoleMurray #MarketUpdates #TechNews #LifestyleTrends #MarcCox #PoliticalAnalysis #CulturalNews
In this episode, Tony welcomes Kim Flynn, a pioneer in researching the growth of evergreen funds in private markets and founder of XA Investments. Kim shares insights from her latest report on the interval and tender offer fund marketplace, which has exploded to over 308 funds growing at 25% annually. They discuss how the market has evolved beyond its private credit origins to include private equity, infrastructure, hedge funds, and emerging sectors like tech and AI. Kim offers practical guidance on due diligence in an increasingly crowded field, the importance of track records as products mature, and why advisors must set proper expectations about liquidity and investment horizons. We also explore future trends including public-private partnerships, model portfolio implementation, and opportunities in underserved sectors. Kimberly Ann Flynn is a President at XA Investments. She is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm's proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed. Resources: Kimberly Ann Flynn, CFA | LinkedInFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)