POPULARITY
12 episodes with marketsthe
4 episodes with marketsthe
2 episodes with marketsthe
4 episodes with marketsthe
3 episodes with marketsthe
3 episodes with marketsthe
2 episodes with marketsthe
2 episodes with marketsthe
2 episodes with marketsthe
Let Us Know What You Thought Of The Episode Is short-term rental investing still worth it… or has the acquisition boom cooled off?With cities tightening regulations, licenses disappearing, and bylaws changing fast, the question isn't just “How much can this Airbnb make?” — it's “Is this market stable enough to invest in?”Joining me is Kenny Bedwell, Founder & CEO of STR Insights, a data-driven platform helping investors analyze revenue potential, seasonality, regulation risk, and market saturation before buying. Coming from a financial analytics background, Kenny breaks down how to remove speculation and make smarter, numbers-based decisions.In this episode, we cover:How government regulation is reshaping short-term rentalsHow to spot stable vs. high-risk marketsThe key data points serious investors should be trackingWhether STRs still cash flow in today's environmentWhy boutique hotel models are gaining attentionIf you're investing in Airbnb or thinking about entering the short-term rental space, this conversation will change how you approach market selection and risk.Follow Kenny on Instagram: https://www.instagram.com/kenny_bedwell/Learn More About Our Trusted Partner - Barr LLPBarr LLP is a full service law firm based in the Province of Alberta with a broad range of practice areas to assist all clients. Their Commercial and Residential Real Estate and Finance team helps new and experienced clients navigate the world of real estate investing in an easy and open manner. Would you like to learn more about Barr LLP or get in touch with them? Visit: https://thesavvyinvestor.ca/barr-llp Savvy Investor Links: Website: https://thesavvyinvestor.caInstagram: https://www.instagram.com/savvy_investorsYouTube: https://www.youtube.com/@thesavvyinvestorJoin our FREE Savvy Investor Facebook Community: https://www.facebook.com/groups/341243106757064Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.
What happens when a global brand famous for saving the planet from itself decides to challenge the very DNA of corporate leadership?In this first episode of The Conscious Capitalists' Summer Series, hosts Timothy Henry and Kate Adams speak with Charles Conn, Chair of Patagonia, co-founder of Monograph, and former senior partner at McKinsey. Together, they explore how conscious enterprises can thrive in a world of radical uncertainty — from geopolitical shocks to disruptive technologies — by rethinking the way leadership works.Charles takes us inside Patagonia's approach to leading with purpose, agility, and trust, showing why the old top-down, control-heavy playbook is no longer fit for a future that demands resilience, innovation, and courage. From breaking hierarchies to empowering frontline teams, he reveals how to build organizations that adapt fast and stay true to their values.This is more than a conversation about business — it's a blueprint for a new era of leadership. Charles shares stories and strategies from the boardroom to the trailhead, illustrating how authenticity, curiosity, and conscious capitalism can create lasting impact in both business and society.Listeners will gain insights into:Why traditional leadership models are collapsing — and what's replacing themPatagonia's trust-first culture and how it fuels innovationHow conscious capitalism drives agility in uncertain marketsThe role of curiosity in making better decisionsPractical ways to shift from hierarchical control to empowered teamsBalancing purpose with performance without losing momentumHow leaders can thrive — not just survive — in disruptive timesWhether you're a CEO looking to future-proof your organization, a startup founder hungry for agile growth, or a leader seeking to balance profit with purpose, this episode offers a rare inside look at what it takes to lead consciously in the face of unprecedented change.**If you enjoy this podcast, would you consider leaving a review on Apple Podcasts/iTunes? It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please go to: https://www.theconsciouscapitalists.comThis show is presented by Conscious Capitalism, Inc. (https://www.consciouscapitalism.org/) and is produced by Rainbow Creative (https://www.rainbowcreative.co/) with Matthew Jones as Executive Producer, Rithu Jagannath as Lead Producer, and Nathan Wheatley as Editor.Thank you for your support!- Timothy & KateTime Stamps02:02 Introduction to Summer Series00:45 Understanding Radical Uncertainty01:40 Introduction of Kate Adams02:34 The Future of Conscious Enterprise03:57 Introduction of Charles Conn06:17 Rethinking Business Strategy09:17 Organizational and Leadership Changes13:19 Patagonia's Approach to Purpose and Strategy21:08 Leading Through Disruption27:57 Decision Making and Purpose34:48 Leadership for the Future
What happens when dealers don't have a strong voice at the state level?In this throwback episode of the Dealership Fix-It Podcast, James Myers of Valley Cycle Center shares real-world insight from a multi-generation family dealership operating for more than 50 years.We cover:Why dealer associations protect long-term interestsHow manufacturer decisions impact local marketsThe reality of succession in family dealershipsWhy managing people is harder than managing inventoryHow DISC profiles and self-awareness improve leadershipThis episode is a candid look at what it actually takes to survive decades in the Powersports business — and why dealers who work together win more often than those who go it alone.We post weekly updates, so make sure to subscribe and follow us! If you have any suggestions or want to chat with us, don't hesitate to leave a comment.Listen to More Spotify: https://spoti.fi/3N9lzfg Further Episodes Apple Podcast: https://apple.co/43FoanX Interviews YouTube: https://youtube.com/@dealershipfixit Connect with James: https://www.linkedin.com/in/james-myers-3b0223349/Connect with Jacob: https://linkedin.com/in/jacob-b-berry Follow the Fixit Online: https://linktr.ee/dealershipfixitSponsor: https://dealers.motohunt.com
Hiring froze. Budgets stalled. Confidence disappeared. Yet some recruiters stayed busy—and kept billing while others panicked.
In this episode of Excess Returns, we sit down with Kevin Muir, author of The Macro Tourist, for a wide-ranging conversation on market sentiment, asset rotation, and the growing signals of stress beneath the surface of global markets. Kevin explains why extreme bullishness can be dangerous, why gold and commodities may be flashing warning signs, and how shifts in currencies, energy, and global capital flows could reshape portfolios in the years ahead. From hedging strategies to volatility, from AI-driven concentration to international diversification, this discussion focuses on how investors can think clearly in an environment where traditional relationships are breaking down.Topics covered:Why extreme bullish sentiment can be a warning sign for marketsThe meaning of “buying straw hats in the winter” and how to think about hedgingMarket breadth, small caps, and whether rotations are healthy or late cycleGold, silver, and what precious metals signal about financial stressCross-asset volatility and why correlations are changingEnergy markets, commodities, and the long-term impact of underinvestmentGlobal capital flows, foreign ownership of US assets, and currency riskThe US dollar, trade deficits, and implications for international investorsPortfolio construction lessons from bonds, commodities, and FXHow macro regime shifts can change risk management and diversificationTimestamps:00:00 Introduction and market sentiment overview03:00 Buying protection and the straw hat analogy07:00 Sentiment indicators and market confirmation12:00 Market rotations, small caps, and late-cycle risks18:00 Gold, silver, and precious metals as warning signals23:00 Bonds, currencies, and broken correlations29:00 Energy markets and commodity underinvestment37:00 Global capital flows and foreign ownership of US assets44:00 The US dollar, trade deficits, and FX volatility52:00 Macro regime shifts and portfolio construction lessons
DescriptionUnlock the secrets behind Georgia's fast-growing whiskey scene in this in-depth conversation with Whit Hagemann, distiller at ASW Distillery, on The Bourbon Lens. Hosts Jake and Scott dive into how a nearly decade-old craft distillery is making national waves by blending transparency, creativity, and quality-driven innovation.Whit shares how ASW balances sourced whiskey and in-house distillation, creating approachable everyday pours like Fiddler Wheated alongside bold, experimental releases such as the award-winning Fiddler Encore Georgia Oak. From unique mash bills featuring Bloody Butcher corn to finishes in Jamaican rum, tawny port, and toasted barrels, ASW is crafting whiskeys that appeal to both traditional bourbon drinkers and adventurous palates.The conversation explores the challenges of scaling craft whiskey without losing identity, the importance of building relationships with specialty distributors and local retailers, and why transparency on labels resonates with today's educated whiskey consumers. Whit also discusses how awards, community engagement, and creative risk-taking help ASW compete beyond Kentucky and expand into new markets.Whether you're passionate about craft bourbon, American single malt, or the future of U.S. distilling outside traditional regions, this episode offers rare behind-the-scenes insight into how small distilleries make big moves—and why American whiskey's next chapter may be written well beyond Kentucky.
In this episode of Excess Returns, we sit down with Jan van Eck, CEO of VanEck, to discuss how long-term macro forces are shaping markets and investment opportunities. Jan shares how his firm thinks about government spending, monetary policy, and technology, why he believes investors have more visibility than they realize heading into 2026, and how trends like artificial intelligence, gold, and global asset allocation could redefine portfolios over the next decade and beyond.Topics covered in this episode includeHow VanEck uses fiscal policy, monetary policy, and technology as core macro pillarsWhy declining fiscal deficits may reduce long-term stress on marketsThe case for a less interventionist Federal Reserve and what it means for investorsWhy thinking in decades, not quarters, can lead to higher conviction investingArtificial intelligence as a transformative economic force and its impact on semiconductors, energy, and productivityThe AI capex buildout, compute shortages, and lessons from past infrastructure boomsGold's resurgence as a global store of value in a multipolar worldThe difference between owning physical gold and gold mining stocksRisks and opportunities in private credit and business development companiesWhy illiquid assets may not belong in daily liquidity vehicles like ETFsIndia's long-term growth potential and implications for global portfoliosHow family ownership influences VanEck's long-term investment approachBehavioral mistakes investors make and why long-term charts matterLessons Jan would teach the average investor based on decades of market experienceTimestamps00:00 Introduction and VanEck's macro framework02:25 Translating macro views into product development04:34 2026 outlook and why visibility may mean risk on06:00 Fiscal deficits, interest rates, and market stress07:00 The future of Federal Reserve intervention10:48 Long-term investing versus short-term predictions14:00 India, global growth, and asset allocation19:00 Artificial intelligence, compute demand, and semiconductors24:00 AI, jobs, and economic impact29:00 AI capex, market concentration, and historical analogies38:31 Private credit risks and liquidity considerations40:35 Illiquid assets and ETFs42:56 Gold, global currencies, and long-term trends47:26 Gold miners versus physical gold52:14 Contrarian opportunities and underloved markets52:47 Advantages of a family-owned investment firm56:06 Tokenization, blockchain, and market structure59:45 Investor psychology and long-term charts01:02:05 Lessons for the average investor
Not sure whether investment banking, equity research, or global markets is the right fit for you?In this episode, Anthony Cheung is joined by former Goldman Sachs equity research analyst Silvia Magni to break down what these three front-office roles really involve. They cover responsibilities, hours, how each division makes money, skills required, and who each job suits best.Whether you're targeting a summer internship or a full-time role, this episode is your all-in-one guide to understanding the major divisions in investment banking.Episode highlights:What it's like to work in IBD vs equity research vs marketsThe surprising differences in working hours and pressureCommon myths and what recruiters really look forHow AI and information overload are changing the skill setTips on choosing the right division for your personality(00:00) Intro: Finding Your Fit in Finance(01:24) Investment Banking Division (IBD) Explained(02:30) Equity Research: What It's Really Like(05:38) Jargon Buster for Division Names(06:19) Global Markets Roles Overview(09:08) Revenue Models: How Banks Make Money(13:00) Working Hours & Lifestyle Differences(18:01) Must-Have Skills for Investment Banking(21:20) AI, Info Overload & the Skill Shift(22:24) Key Skills for Markets Professionals(26:33) Transferable Experience in Sales(27:43) Equity Research: The Hidden Middle Ground(30:49) Summary: Side-by-Side Role ComparisonJoin our next free 2-hour simulation in Markets or Banking.
Send us a textLay The Draw isn't a bad strategy.But it does attract the wrong traders.In this episode, I break down why Lay The Draw feels so appealing, why it gives a false sense of safety, and why late goals hurt traders more in this market than anywhere else.We'll talk about:The mindset Lay The Draw rewardsWhy discipline matters more here than most marketsThe uncomfortable truth most traders avoidThis episode isn't about finding better filters. It's about becoming the kind of trader the strategy actually works for.Support the showTwitter: @BetfairTCWebsite: https://betfairtradingcommunity.com/en/Facebook: https://www.facebook.com/betfairtradingcommunity
This week on Everybody in the Pool, we're starting the year with an audacious question: what if we reinvented one of the most basic materials in the world?Decarbonizing the built environment means tackling the stuff we use everywhere — wood, concrete, and steel — at the same time we're trying to build millions of new homes, strengthen supply chains, and reduce our exposure to geopolitical and climate risk. That's a tall order. But it's also unavoidable.My guest is Nathan Silvernail, co-founder and CEO of Plantd, a company building a tree-free, carbon-negative alternative to engineered wood. Designed as a drop-in replacement for OSB (oriented strand board), Plantd's material looks and behaves like conventional wood — but without cutting down trees. And they're not stopping at the material itself: Plantd is building the machines, manufacturing process, and agricultural supply chain needed to produce it at scale.We talk about:Why “sustainable wood” isn't always as sustainable as it soundsWhy trees can't scale fast enough to meet demand and climate goalsWhat it takes to replace a commodity material without asking builders to change how they buildThe co-benefits: turning waste into biochar and high-purity carbon for adjacent industrial marketsThe hard realities of scaling hardware, agriculture, and manufacturing at the same timeLINKS:Plantd: https://www.plantdmaterials.com/All episodes: https://www.everybodyinthepool.com/Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show:https://everybodyinthepool.supercast.com/Visit our sponsor, Climatize, and get $50 in investment credits when you create a profile! Hosted on Acast. See acast.com/privacy for more information.
Are you guessing what works on your author website, or do you actually know?In this episode, you'll hear expertise from Philippa Gamse, a veteran digital marketing strategist and author of Website Wealth. She shows you how to use website analytics to make smarter marketing decisions. And how to spot new opportunities already hiding on your site.If numbers make your eyes glaze over or you've never opened your site stats, this conversation will change how you see analytics. Philippa breaks it down into clear, practical steps any author can use, without any tech overwhelm.What you'll discover:What web analytics really tell you about reader behavior and why they matterSimple, free tools that show not just what visitors do, but whyWhere calls to action actually belong and why one at the bottom isn't enoughHow site search data can spark new content ideas, book topics, and marketsThe biggest analytics mistakes authors make and how to focus on metrics that matterYour website is already collecting valuable information. This episode shows you how to use it to attract readers, improve conversions, and make your book marketing work harder.Download Philippa's "Hidden Gems" ebookHere's how to connect with Philippa:WebsiteLinkedInGet a copy of Philippa's latest book "Website Wealth: A Business Leader's Guide to Driving Real Value from your Analytics"*************************************************************************When Visibility Feels Hard, Podcast Guesting Changes the Game If you know your book deserves more reach but visibility feels like a struggle, podcast guesting can open the right doors. Podcast Connections gets you in front of the audiences who need your message and your expertise. Contact them at PodcastConnections.co
The Third Episode of the Series! (Scroll down the earlier ones below).Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.
How Nigel Blake Built Perfect Pitch Through Empathy and Strategic ThinkingWhat happens when a seasoned sales director discovers that traditional B2B telemarketing is fundamentally broken? In this compelling episode, Nigel takes us inside his entrepreneurial journey from the high-pressure world of financial services to founding Perfect Pitch, a lead generation business that's rewriting the rules of B2B customer acquisition.The Genesis of a Different ApproachAfter years witnessing the shortcomings of conventional telemarketing agencies, Nigel identified a critical gap in the market. Studies show that 57% of the buyer's journey is complete before prospects ever engage with sales (CEB/Gartner research), yet most lead generation firms still rely on outdated, transaction-focused tactics. Nigel's solution? Build genuine human connections first.The Unconventional Competitive AdvantageHere's where the story gets fascinating: Nigel discovered that actors between roles possessed an unexpected superpower for lead generation. Their training in empathy, active listening, and authentic communication skills typically absent in script-reading telemarketers—created meaningful prospect conversations that converted. Research from the Harvard Business Review confirms that emotional connection in B2B sales can increase customer lifetime value by up to 306%.Evolution in a Digital-First WorldThe episode explores how Perfect Pitch adapted from traditional phone-based outreach to a sophisticated hybrid model combining voice, email, and social touchpoints. With 78% of decision-makers saying they've taken appointments through cold outreach (RAIN Group study), Nigel's strategic approach to first impressions and ideal customer profile identification demonstrates why methodology matters more than volume.Beyond the Pitch: Building for the Long TermNigel's philosophy centers on radical honesty and relationship longevity over quick wins. In an era where 68% of customers leave because they perceive indifference (Accenture), his commitment to genuine partnership has created sustained competitive advantage. Plus, his candid insights on maintaining founder sanity through exercise offer relatable wisdom for entrepreneurs navigating the startup rollercoaster.Key Takeaways for Founders and Revenue Leaders:How network leverage can secure initial clients without traditional marketing spendWhy empathy-driven communication outperforms script-based approaches in complex B2B salesStrategic frameworks for defining and targeting ideal customer profiles in crowded marketsThe economics of relationship-based selling versus transactional lead generationPractical founder wellness strategies for long-term entrepreneurial successWhether you're building a service business, leading revenue teams, or rethinking your go-to-market strategy, Nigel's story offers actionable lessons on innovation, authenticity, and sustainable growth in B2B sales.#B2BLeadGeneration #SalesStrategy #EntrepreneurJourney #StartupGrowth #RevOps
In this episode, James talks with Shanu Mathew, Senior Vice President at Lazard, where he co-leads a U.S. sustainable equity strategy. With a background in traditional finance and a passion for climate and sustainability, Shanu blends data-driven investing with macro-level insight into energy and technology transitions.They explore how Shanu's career evolved from M&A banking to managing portfolios at the intersection of sustainability, power, and AI. The conversation ranges from the transformation of ESG investing, to the macroeconomic impact of AI on energy demand, and how public markets are trying to keep up with private innovation in data infrastructure. Shanu also unpacks what's real (and what's hype) in the current AI-capex boom.The evolution of ESG investing into a bottom-up, alpha-first approachWhy AI is driving unprecedented power demand and reshaping energy marketsThe "chip to grid" value chain and where public market opportunities liePhysical bottlenecks like land, power, and permitting—and how they impact AI deploymentIf you want a deeply informed view on how capital markets are adapting to the climate-tech and AI megatrends, this episode is a must-listen.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?
En este episodio analizamos el ecosistema emprendedor de Venezuela, cómo funcionan eventos como el Tech Day Caracas y qué podemos aprender de startups como Ridery y Cashéa, que crecieron en condiciones extremas. Hablamos de cómo emprender en LATAM, cómo escalar negocios con recursos limitados y qué distingue a los founders que avanzan incluso sin acceso a capital.También revisamos en detalle las mentiras del Venture Capital, los errores más comunes al buscar inversión y las señales reales que un fondo analiza antes de invertir. Explicamos cómo piensan los VCs, qué industrias priorizan, por qué el consumo es más fácil de fondear y cuáles son las estrategias de fundraising que funcionan en 2025.Además, exploramos el debate bootstrapping vs vender tu startup, cómo cambia la vida del founder después de un exit y por qué muchos emprendedores logran más felicidad y autonomía sin inversores externos.Finalmente, hacemos un análisis de la situación global de startups y AI, incluyendo las evaluaciones récord de OpenAI, el rol de los fondos soberanos y cómo estas inversiones están transformando el mapa de oportunidades en tecnología.Ideal para emprendedores, founders, inversores, developers, y cualquier persona que quiera entender cómo construir empresas en 2026.__Links del episodio:Empire of AI: https://www.goodreads.com/book/show/222725518-empire-of-ai?ac=1&from_search=true&qid=JrJ0YPo7O4&rank=1A man for all markets: https://www.goodreads.com/book/show/30194505-a-man-for-all-marketsThe art of spending money: https://www.goodreads.com/book/show/231148075-the-art-of-spending-moneyRemove Paywall: removepaywall.comVenezuela Summit: https://www.startupvenezuelasummit.com/#day-30-oct__Muchas gracias a nuestro Sponsor, Analytics Town por apoyar este episodio!¿Quieres crear un producto basado en inteligencia artificial pero no sabes por dónde empezar?En Analytics Town te ayudamos a diseñar tu nuevo producto y modelo de negocio, desde la estrategia hasta la ejecución del software con módulos de IA.Descubrimos oportunidades para tu empresa y validamos tu idea.Armamos el diseño funcional y el modelo de negocio.Diseñamos y desarrollamos tu producto potenciado con Inteligencia Artificial.Te acompañamos en todo el proceso, desde la idea hasta convertirlo en negocio rentable...Si mencionas que vienes de Indie vs Unicornio, te llevas el primer diagnóstico gratis!
Send us a textZack Oates welcomes Arjun Sen, marketing executive, speaker, author of Unquiet Forever, and founder of ZenMango. Arjun shares how brands win by owning the feeling of each moment and wowing one more guest at a time. He breaks down first and last impressions, the “food two-minute drill” during peak hours, and why leaders must act instead of react to competition. He also explains “unquitting” as a mindset for teams and retention.Zack and Arjun discuss:How to define and deliver a brand's core feelingFirst and last impressions that drive a second visitRunning the peak-time “two-minute drill”Acting vs reacting in competitive marketsThe “unquit” mindset for leaders and teamsThanks, Arjun!Links:https://www.linkedin.com/in/zenmangoarjunsen/https://www.linkedin.com/company/zenmango/https://www.zenmango.com/about
Emerging markets have rebounded strongly despite global uncertainty. John Citron, co-manager of JPMorgan Emerging Markets Trust, shares what's behind that strength: from currency cycles and interest rate shifts to transformative themes like AI, semiconductors, and infrastructure. John shares insights into how disciplined, quality-focused investing and low portfolio turnover can unlock compounding returns across regions such as China, India, and Latin America. This episode also explores valuation discipline, long-term forecasting and how volatility can create opportunities.What's covered in this episode: Why the US dollar matters so much for emerging marketsThe shift from a strong to weaker dollar cycleHow AI and semiconductors are reshaping Asia's tech landscapeIndia's growth story across infrastructure, finance and consumersChina's recovery and governance challengesThe philosophy of long-term quality investingUsing a five-year expected return frameworkMercado Libre's evolution beyond e-commerceHow volatility creates buying opportunitiesWhy compounding quality wins over timeMore about this fund: JPMorgan Emerging Markets Trust takes an active approach to investing in emerging markets, with the managers looking at the growth of companies rather than specific countries. Backed by one of the largest emerging market research teams, the trust has delivered excellent returns for more than two decades, emphatically demonstrating the team's long-term approach to stock picking.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.
Have you ever found yourself pulling back when things feel uncertain — thinking, “Maybe I should wait until things pick up”? In this episode, I'm diving into a truth that every entrepreneur needs to hear: playing small doesn't protect you — it costs you. It costs you opportunities, clarity, and the momentum that actually moves your business forward.If this year has felt slower, harder, or like your confidence has dipped, this one's for you. I'll show you why this exact season might be your most powerful setup yet — and how betting on yourself is the smartest investment you can make.✨ Things I Cover:The real cost of inaction versus the return on investing in yourselfFour key areas of ROI when you lean in: Perspective, Systems, Community, and SpeedWhy waiting for “someday” might be the most expensive decision in your businessHow top producers stay ahead — even in uncertain marketsThe mindset shift that turns slow seasons into seasons of setup
Dave Riess explains how commercial property owners can turn rooftops into revenue using WonderPower's solar systems to increase NOI and hedge energy costs.In this episode of RealDealChat, Jack Hoss sits down with Dave Riess, CEO and co-founder of WonderPower (WunderPower.com), to discuss how commercial real estate owners can generate new income and protect against rising electricity costs using rooftop solar.Dave shares his journey from electrical engineer to energy entrepreneur and breaks down why commercial solar is one of the most underutilized opportunities in real estate. He explains how WonderPower helps landlords lease unused roof space, install solar systems at no cost, and collect steady lease payments — all while future-proofing their properties.You'll also hear about the latest trends in electricity demand, what's driving record utility costs, and how data centers, manufacturing reshoring, and AI are reshaping the energy landscape.What you'll learn in this episode:How WonderPower leases rooftop space to create new revenue streamsWhy solar is now cost-effective in most U.S. marketsThe impact of AI, data centers & manufacturing reshoring on energy pricesHow solar acts as a “physical hedge” against rising utility costsThe financial benefits of distributed generation for real estate ownersHow federal solar incentives are changing (and when they expire)Why landlords in the Northeast & California see the highest returnsHow NOI increases through renewable energy adoptionWhat property types qualify: logistics, warehousing, storage & medical officeThe minimal maintenance required and long-term reliability of solar assets
Adam Parker, founder and CEO of Trivariate and Trivector Research, joins Excess Returns to discuss how fundamental, quantitative, and macro perspectives intersect to shape markets today. Parker shares his long-term bullish case for U.S. equities, why traditional valuation signals no longer work, the biggest risks he sees for investors, and how AI, inflation, and market structure are reshaping opportunities and risks in real time.Main topics covered:Why combining fundamental, quantitative, and macro analysis gives a clearer view of marketsThe case for the S&P 500 reaching 10,000 by 2030Structural reasons why market multiples may stay higher for longerThe key bear cases: hyperscaler CapEx risk, fiscal deficits, and AI-driven unemploymentComparing today's market to the dot-com eraWhy traditional recession indicators have failedHow COVID changed the economic cycle and business synchronizationInflation, tariffs, and what the Fed is really watchingWhy valuation is a broken signal for stock pickingThe quant factors that matter most todayETF factor exposures and hidden risksHow to think about the 60/40 portfolio, diversification, and private marketsWhy U.S. innovation and margins make it the dominant equity marketKey lessons and philosophies for long-term investorsTimestamps:00:00 What really drives equity investing03:00 Adam Parker's background and multi-lens approach05:00 Why he's long-term bullish and sees S&P 10,00008:00 Structural margin expansion and AI productivity09:00 The three major bear cases14:00 How today compares to the 1990s tech bubble18:00 Why the economy has stayed resilient20:00 COVID's impact on business cycles23:00 Market structure, inventory, and margins24:00 Inflation, tariffs, and Fed outlook29:00 Deficits and why timing macro risks is hard32:00 Large vs small cap dynamics37:00 Why valuation doesn't work41:00 Key quant factors to watch43:00 ETF grading and hidden exposures46:00 The 60/40 portfolio and asset allocation51:00 U.S. vs Europe and innovation advantage55:00 Lessons for investors and closing thoughts
Amy Coor joins this week's episode. In it, we cut through the noise of headlines and market chatter to focus on what you can control in your real estate business. From client preparation and conversations to mindset and daily routines, discover ways to stay confident, consistent, and in demand no matter the market.Full Description / Show Notes:Amy's history and career backgroundWhat is causing agents' anxiety right nowThe importance of mindsetHow to run your business like a CEOHow good agents take advantage of tough marketsThe importance of a routine and how she creates a “Perfect Week”How being a REALTOR does not mean you have to be perfect
America is running out of workers and time. The baby boomers are retiring, birth rates are collapsing, and colleges are struggling to prove their value. In the middle of that chaos, a new movement is forming built on skills, not degrees.In this episode of The American Dream Factory, hosts Nick Smoot and Joseph Toney talk with Josh Wright, Head of Growth and Partnerships at Lightcast, one of the world's top labor market data firms. Together they explore a defining question for America's next chapter: can the nation rebuild its workforce fast enough to handle the coming labor storm?Josh, a former journalist turned data storyteller, shares insights from Lightcast's Rising Storm report, revealing how demographics, education gaps, and untapped human potential are reshaping the labor market. The conversation moves from workforce data to civic purpose, showing how cities, schools, and employers can realign around skills and human creativity instead of outdated systems.This is more than an economic discussion. It is a moral one about how we value people, purpose, and contribution in the next American century.The Great Workforce ReckoningBaby boomers are aging out while the next generation is smaller and slower to engage. Labor shortages are hitting manufacturing, healthcare, trades, and public works hardest. America's talent pool is shrinking, and the gap between open roles and available skills is growing.Degrees Are Losing Their PowerA four-year degree no longer guarantees opportunity. Employers are shifting toward skills-based hiring, yet systems for verifying skills are still forming. Parents remain one of the biggest barriers, pushing children toward traditional degrees even as the trades and new credentials gain traction.Data as Civic InfrastructureLightcast's 34,000-skill taxonomy shows which abilities matter most right now and where. When data flows between educators, employers, and governments, cities thrive. Without shared data, everyone is guessing and losing.The Hidden WorkforceMillions of Americans already have valuable but invisible skills. Unlocking that hidden capacity can fill jobs, drive innovation, and rebuild civic pride. Cities that activate this potential will outcompete those that do not.The Moral Imperative of WorkWork is not only about money. It is about meaning, belonging, and participation. The Skills Revolution is the path to restoring human purpose in an automated world.The Demographic Drought series and its warning for U.S. labor marketsThe decline of degree-based hiring and rise of digital credentialsHow cities can use data to align workforce pipelinesImmigration's impact on the workforce crisisThe role of parents, perception, and pride in shaping the next generation of workersReal examples from Greensboro, North Carolina and Fargo, North Dakota showing how data builds resilient cities“You cannot separate skills from the individual, their learning, and their lived experience.” — Josh Wright“The data does not solve the problem. People do. But the right data helps people take better action.” — Josh Wright“There is a missing dataset, the skills people already have but no one can see. That is the next frontier for cities.” — Nick SmootLightcast — Global leader in workforce and labor market dataThe Rising Storm report — Insights on the demographic labor crisisGuest: Josh Wright, Head of Growth and Partnerships, LightcastHosts: Nick Smoot and Joseph ToneyLearn more at AmericanDreamFactory.com or email nick@americandreamfactory.com
We're revisiting one of the most powerful first-time buyer stories ever shared on the show. DeShawn's journey from homelessness at 15 to homeowner proves that with the right plan, a unicorn team, and determination, you can buy a home—even when the odds seem stacked against you.In this replay of Episode 247, we revisit DeShawn and Katrina's inspiring path to homeownership. After years of struggle and resilience, DeShawn used the podcast to build a plan, connect with a unicorn team, and take advantage of a first-time homebuyer grant and zero down loan.They brought just $5,000 to closing, and today their mortgage payment is $200 less than their old rent. In this interview, DeShawn shares:How he rebuilt his life after being on his own since age 15Why your credit score is a game-changer (and how to strengthen it)The offer strategy that helped them get their home accepted fastThe importance of expanding your search area to find affordabilityHis vision for creating long-term wealth for his familyThis story is a reminder that first-time buyers can win—even in tough markets. If you've been discouraged by headlines or myths about needing 20% down, DeShawn's story will inspire you to see what's truly possible.Quote“My biggest thing for everybody is just trust the process. Credit score, credit score, credit score is huge. And you really lean into your unicorn team. Amazing things will happen.” – DeShawnHighlightsFrom homeless teen to homeowner: DeShawn's powerful journeyUsing a grant and zero down loan to minimize upfront costsHow their new mortgage ended up cheaper than rentWhy credit score matters more than most buyers realizeCreative offer strategies that stand out in competitive marketsThe role of a unicorn team in making the process achievableBuilding long-term financial stability through homeownershipReferenced Episodes:FOR A COMPLETE LIST OF ALL THE REFERENCED EPISODES, PLEASE VISIT OUR OFFICIAL 2025 EPISODE GUIDEConnect with me to find a trusted realtor in your area or to answer your burning questions!Subscribe to our YouTube Channel @HowToBuyaHomeInstagram @HowtoBuyAHomePodcastTik Tok @HowToBuyAHomeVisit our Resource Center to "Ask David" AND get your FREE Home Buying Starter Kit!David Sidoni, the "How to Buy a Home Guy," is a seasoned real estate professional and consumer advocate with two decades of experience helping first-time homebuyers navigate the real estate market. His podcast, "How to Buy a Home," is a trusted resource for anyone looking to buy their first home. It offers expert advice, actionable tips, and inspiring stories from real first-time homebuyers. With a focus on making the home-buying process accessible and understandable, David breaks down complex topics into easy-to-follow steps, covering everything from budgeting and financing to finding the right home and making an offer. Subscribe for regular market updates, and leave a review to help us reach more people. Ready for an honest, informed home-buying experience? Viva la Unicorn Revolution - join us!
If someone handed you $250,000 in cash to invest in a short-term rental, where would you buy and what strategy would you use to make that money work?In this episode of the Cash Flow Positive Podcast, host Kenny Bedwell is joined by Erin Wegrzyn, a real estate consultant with STR Insights, to explore exactly that scenario. Together, they break down how to choose the right markets, set realistic expectations, and avoid the “amenities arms race” that eats into cash flow.Erin shares her journey from long-term rental investor to short-term rental specialist and why her strategy has shifted toward properties that both cash flow and create memories for her family. Kenny and Erin discuss how to research markets, stay ahead of competitors, and build a property that can grow with the market over time, without burning out or over-renovating.If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Listen now and enjoy!Key takeaways:How to choose markets without spreading yourself too thinWhy being “one of one” in a market is a huge advantageHow to avoid competing in an endless amenities warWhat to look for in properties that allow for future upgradesWhy following where large investors are putting money can reveal emerging marketsThe best way to build a reliable local team of contractors and cleanersWhy you should visit and experience a market before you invest thereAnd much more...Guest Bio: Erin Wegrzyn is a real estate consultant with STR Insights, where she helps investors analyze markets and identify profitable short-term rental opportunities. Based in Kentucky, she brings firsthand experience as an investor and a deep understanding of market trends, property selection, and building reliable local teams. Erin is passionate about helping clients choose properties that cash flow, grow in value, and fit their lifestyle goals.Resources:Connect with Kenny on LinkedInFollow Kenny on InstagramDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of the Cash Flow Positive podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
In this episode of Excess Returns, we sit down with Brent Donnelly, veteran trader, author, and president of Spectra Markets, to dive deep into macro markets, trading philosophy, the role of the Fed, and how AI is changing the way traders operate. Brent shares insights from his decades in FX and macro trading, his flexible approach to positioning, and the lessons he's learned about risk management, narratives, and humility in markets.Topics Covered:Why the Fed is becoming more political and what that means for marketsThe “re-acceleration that wasn't” and lessons from quickly abandoning tradesHow to structure trades like gold calls and TLT puts for asymmetric payoffFX as the “exhaust valve” for tariffs and global capital flowsCanada's housing bubble and CAD vulnerabilitiesInflation targeting, bond vigilantes, and the Fed's credibilityAvoiding the trap of perma-bearishness and using stop-losses as forced humilityThe importance of imagination in regime changes and Fed forecast errorsHow Brent is using LLMs and AI to trade headlines, structure trades, and analyze patternsTrading bubble names with options and risk-aware structuresLessons on flexibility, humility, and embracing uncertainty in marketsTimestamps:00:00 – Fed independence and political pressure02:00 – The failed “re-acceleration” thesis06:00 – Structuring gold calls and TLT puts14:00 – FX as the exhaust valve for tariffs20:50 – Canada's housing market and CAD risks26:30 – The Fed as a political institution32:40 – Inflation targeting and 3% as the new 2%35:20 – Avoiding perma-bear bias and using stop-losses42:00 – The Fed dinner story and the humility of wrong forecasts46:30 – Using LLMs and AI in trading53:00 – Shorting bubble names with call spreads56:00 – Cheat sheets and pattern recognition with AI59:30 – Lessons on flexibility and humility in trading1:02:15 – Closing thoughts and where to follow Brent
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured Bad news is good news on Wall Street—but not for the rest of us. Jobless claims are climbing, inflation is still squeezing families, and the government's interest bill alone now tops $1.2 trillion a year. In this episode:Why the Fed's “dual mandate” creates perverse incentives in the marketsThe real numbers behind gas, food, housing, and wages over the last five yearsHow endless government spending and tariffs keep making life more expensiveWhy only 1 in 4 Americans now believe they can improve their standard of livingThe markets may cheer, but Main Street is buckling. At some point, the truth has to break through the spin.
What does it really take to turn a scrappy college side hustle into a nationally recognized outdoor destination? In this episode of Damn Good Marketing, I sit down on-site at Covey Rise in Husser, Louisiana with founder Jimbo: the man behind a 26-year journey of grit, vision, and stubborn consistency.What started with a single bird dog, a borrowed piece of land, and a loan turned into a 700-acre experience where guests now come for upland hunts, sporting clays, kids camps, farm-to-table dinners, corporate retreats, and even weddings. But the path wasn't straight or easy; there were hurricanes, failed leases, financial risks, and countless “start-over” moments.Through it all, Jimbo shares the mindset that kept him pushing forward, the lessons he learned about scaling without big capital, and how one man's vision became a generational brand that continues to evolve.What we cover:How a single loan, a visionary landlord, and relentless work created compounding advantagesThe pivot from a five-month hunting season to year-round revenue with camps, clays, and venuesSurviving hurricanes, title hiccups, and business curveballs without losing momentumWhy strategic endorsements like Orvis and Federal Premium Select build credibility and attract new marketsThe practical, unglamorous habits that actually grow durable businessesIf you've ever wondered what it really takes to build something from nothing and keep it thriving for decades, this is the blueprint.Connect with Shelby Clement:Website: https://shelbyclement.comFollow on Socials:Facebook: https://www.facebook.com/shelbydclementLinkedIn: linkedin.com/in/shelby-dimiceli-clement-a9497049TikTok: https://www.tiktok.com/@itsshelbyclementInstagram: https://www.instagram.com/itsshelbyclement/If this episode inspired you, share it with a friend and leave a review, it means the world to me :)
This episode unpacks how overlooked companies and unloved markets can offer attractive returns, why technical analysis and timing matter, and the risks of following the crowd into overcrowded trades. Sean Peche, manager of the Ranmore Global Equity fund, tells us how market cycles, crises, and hype—from the Magnificent 7 to artificial intelligence—can present both risks and opportunities for patient investors. With real-world examples, analogies, and lessons learned across 17 years of investing, this interview provides practical insight into how disciplined, contrarian thinking can help protect capital and compound wealth over the long term.What's covered in this episode: An introduction to Ranmore Global EquityWhat value means at RanmoreHow the team uses momentum and technical factors in their processThe disconnect in marketsCapturing the downside of marketsThe fund's buy and sell disciplineWhere is Ranmore finding value today?Utilising mid and small-caps in the portfolioThe investment case for Gregg'sWhy AI is overhyped What £100 invested at launch is worth nowMore about the fund: A true global value fund which has delivered in many different market environments, Ranmore Global Equity is significantly differentiated from the market and its peers and may be a useful diversifier in portfolios. The fund has a mixture of holdings across the market-cap spectrum. Unlike other value strategies, momentum and technical factors are important parts of the investment process.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.
Join Jeff and Danny as they sit down with April Edwards, the skilled marketer behind Deck Builder Marketers. With a keen focus on deck building contractors, April walks through how she helps them grow with targeted strategies—from ranking higher in Google to generating consistent leads and crafting marketing systems that work.What You'll LearnWhy specializing in deck builder marketing unlocked growth and clarity for April's businessHow being easy to find online—especially by ranking #1 for the right keywords—drives real resultsHow April's team uses AI, Google Business Profiles, SEO, PPC, and more to boost exposureCase examples of quick wins, such as clients ranking dominant in their local marketsThe value of systems that support long-term growth—without sacrificing authenticity or qualityGuest BioApril Edwards is the CEO of Deck Builder Marketers. With experience in art, commercial design, and marketing since 2004, she found her stride by focusing on deck builders—making her agency one of the first full-service firms built solely for this trade. She's passionate about helping contractors grow, scale, and thrive through marketing that works.Deck Builder MarketersNADRAResources & MentionsDeck Builder Marketers Overview & Free Strategy Session: deckbuildermarketers.com/april-edwardsDeck Builder MarketersAI's Role in Deck Builder Marketing: April's insights on adapting to AI marketing trends for trades businessesDeck Builder MarketersHow April Scaled a 7-Figure Agency: Niching for clarity, systems, and recurring growthSeven Figure Agency
What happens when a global brand famous for saving the planet from itself decides to challenge the very DNA of corporate leadership?In this first episode of The Conscious Capitalists' Summer Series, hosts Timothy Henry and Kate Adams speak with Charles Conn, Chair of Patagonia, co-founder of Monograph, and former senior partner at McKinsey. Together, they explore how conscious enterprises can thrive in a world of radical uncertainty — from geopolitical shocks to disruptive technologies — by rethinking the way leadership works.Charles takes us inside Patagonia's approach to leading with purpose, agility, and trust, showing why the old top-down, control-heavy playbook is no longer fit for a future that demands resilience, innovation, and courage. From breaking hierarchies to empowering frontline teams, he reveals how to build organizations that adapt fast and stay true to their values.This is more than a conversation about business — it's a blueprint for a new era of leadership. Charles shares stories and strategies from the boardroom to the trailhead, illustrating how authenticity, curiosity, and conscious capitalism can create lasting impact in both business and society.Listeners will gain insights into:Why traditional leadership models are collapsing — and what's replacing themPatagonia's trust-first culture and how it fuels innovationHow conscious capitalism drives agility in uncertain marketsThe role of curiosity in making better decisionsPractical ways to shift from hierarchical control to empowered teamsBalancing purpose with performance without losing momentumHow leaders can thrive — not just survive — in disruptive timesWhether you're a CEO looking to future-proof your organization, a startup founder hungry for agile growth, or a leader seeking to balance profit with purpose, this episode offers a rare inside look at what it takes to lead consciously in the face of unprecedented change.**If you enjoy this podcast, would you consider leaving a review on Apple Podcasts/iTunes? It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please go to: https://www.theconsciouscapitalists.comThis show is presented by Conscious Capitalism, Inc. (https://www.consciouscapitalism.org/) and is produced by Rainbow Creative (https://www.rainbowcreative.co/) with Matthew Jones as Executive Producer, Rithu Jagannath as Lead Producer, and Nathan Wheatley as Editor.Thank you for your support!- Timothy & KateTime Stamps02:02 Introduction to Summer Series00:45 Understanding Radical Uncertainty01:40 Introduction of Kate Adams02:34 The Future of Conscious Enterprise03:57 Introduction of Charles Conn06:17 Rethinking Business Strategy09:17 Organizational and Leadership Changes13:19 Patagonia's Approach to Purpose and Strategy21:08 Leading Through Disruption27:57 Decision Making and Purpose34:48 Leadership for the Future
What separates a property that barely breaks even from one that dominates its market? It's not just timing, it's strategy.In this episode of the Cash Flow Positive podcast, Kenny Bedwell shares hard-earned insights from his latest experiences in the field and on stage at the STR Wealth Conference. Drawing from real client case studies, personal portfolio wins, and lessons learned from analyzing hundreds of STRs, Kenny emphasizes one core principle: if you want to stand out, you need to do what 95% of people won't, or can't do.Whether it's investing in an unconventional niche, buying undervalued properties with built-in equity, or avoiding oversaturated markets that everyone's rushing into, this episode offers a blueprint for smarter decision-making. Kenny doesn't just talk numbers, he dives deep into mindset, strategy, and the critical difference between copying a great idea and creating one.You will walk away with a sharper understanding of what makes an STR truly resilient and why now, more than ever, real estate investing requires bold moves and creative thinking. If you've been sitting on the sidelines or unsure where to focus your next property search, this episode will give you the urgency and clarity to act.If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Listen now and enjoy!Key takeaways:Why you shouldn't wait until fall to start searching for STR propertiesThe 95% rule and how to apply it to your next investmentWhat it really means to have a moat and how to create oneHow to spot undervalued properties with instant equityWhy copying a good deal isn't the same as creating oneWhat investors are getting wrong in oversaturated marketsThe biggest mistake Kenny sees when hosts chase cash flow aloneHow to structure your next deal to survive any dip in revenueAnd much more...Resources:Connect with Kenny on LinkedInFollow Kenny on InstagramDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of the Cash Flow Positive podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
Policy uncertainty is rising—but markets seem unfazed. In this episode, we sit down with Libby Cantrill, Head of Public Policy at PIMCO, to explore the critical policy risks that investors may be underestimating or ignoring altogether.From the real-world implications of the tariffs to questions around Fed independence, fiscal stimulus, and housing market interventions, Libby provides an insider's perspective on what's happening in Washington—and why it matters more than the market suggests.She also discusses how policy risk differs from macroeconomic risk, how investors often price the wrong factors, and why the next shock may not come from where most expect.Topics covered include:Why policy risk remains underappreciated by marketsThe lasting impact of tariffs—and how they could evolveThe Big, Beautiful Tax Bill: What's real, what's hypeRisks to Fed independence and central bank credibilityGSE reform and the political tightrope in housingThe intersection of fiscal policy and market complacencyWhether you're focused on macro trends, portfolio positioning, or simply trying to understand what Washington might throw at markets next, this is a conversation you don't want to miss.
Send me a messageMost climate policies focus on cutting emissions. But what if the real issue is what's being left off the table, fossil fuel production itself?In this week's episode of Climate Confident, I speak with Tzeporah Berman, Chair of the Fossil Fuel Non-Proliferation Treaty Initiative, about why global climate goals are doomed if we keep expanding fossil fuel supply while trying to cut demand.Tzeporah explains how the Paris Agreement never once mentions the words “oil,” “gas,” or “coal”, despite 86% of emissions coming directly from them. She lays out the case for a global treaty to phase out fossil fuel production, how countries like Colombia are already stepping up, and why we need a just transition framework that includes debt relief and international cooperation.We discuss:Why fossil fuel expansion continues despite climate pledgesThe $7 trillion in annual subsidies distorting energy marketsThe role of Global South nations and equity in the energy transitionHow “net zero” has been weaponised as a delay tacticAnd why renewables alone won't solve the crisis unless we stop digging the hole deeperThis is a frank look at what it really takes to deliver on climate targets, and why we can't keep ignoring the supply side of the problem.
In this episode, we delve into the strategy behind the Murray International Trust, which has achieved 20 consecutive years of dividend growth. Co-manager Sam Fitzpatrick explains the fund's evolving geographic allocation, reduced UK exposure, and increasing opportunities in US and emerging markets. We discuss standout performers in technology, challenges in Latin America, and how currency movements impact returns. With a bottom-up, company-first approach, the portfolio balances higher-yielding defensive names with lower-yielding growth opportunities. Sam also touches on fixed income trends, geopolitical uncertainty, and how strategic flexibility is key to navigating today's volatile economic environment while preserving income growth.What's covered in this episode: The evolution of allocation to the UKBalancing growth with yieldThe trust's biggest contribution to the portfolioThe largest detractor from the portfolio …And why the managers are still backing itThe role of currency on the portfolioThe appeal of Latin America and emerging marketsThe surprisingly best long-term contributor to the portfolioDeveloped market vs emerging market companiesWhy the fixed income element is decreasingHow tariffs have impacted the portfolioMore about the fund: This is a genuinely international portfolio. Aberdeen is well known for its global equity research capabilities and the managers make full use of the resources available to them. Overall, their style has meant that returns have been very strong in some years and weaker in others, but the trust has delivered in the long run. As a result, Murray International may suit investors who have a long-term investment horizon and are looking for income and growth from global markets.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.
Dave McClure, founder of Practical Venture Capital and co-founder of 500 Startups, dives deep into the growing role of secondaries in venture capital. Dave explains how today's longer startup cycles and liquidity droughts have created opportunities (and confusion) around secondary markets. He breaks down what secondaries actually are, how Practical VC operates, and key trends shaking up the system. With his trademark candor, Dave also shares hard truths for both founders and VCs navigating this next chapter of private markets.In this episode, you'll learn:[03:55] Dave's journey to becoming an investor[06:30] The early evolution of accelerators and why “lots of little bets” took off[09:50] How cloud, open source, and low CAC changed the startup funding game[12:49] Why startup liquidity timelines have doubled—and what that means for founders and LPs[14:56] What secondaries really are (hint: not just one thing)[19:31] Does venture's illiquidity attract the right kind of investors—or just the most patient?[22:06] The discipline of public markets vs. the opacity of private ones[26:37] What Practical VC looks for in a secondary opportunity (and the $50M–$100M revenue rule)[29:14] How Dave screens funds and companies for possible exits[33:37] What's exciting (and worrying) about secondaries, stablecoins, and emerging marketsThe nonprofit organization Dave is passionate about: New StoryAbout Dave McClureDave McClure is the founder of Practical Venture Capital, a firm focused on liquidity through venture secondaries. Previously, he co-founded 500 Startups, one of the world's most active early-stage venture funds. A PayPal alumni and self-described nerd turned investor, Dave has worked across engineering, marketing, and venture roles, investing in hundreds of startups globally. He's known for his honest insights and bold bets on opportunities before they're ‘cool'.About Practical Venture CapitalPractical Venture Capital is a Silicon Valley-based VC secondary firm providing liquidity to GPs, LPs, and founders through targeted secondary investments. Specializing in fund-level and company-level secondaries, Practical VC aims to shorten the venture capital time horizon by backing mature, revenue-generating companies with clear exit paths. The firm focuses on portfolios nearing liquidity and brings a flexible, creative approach to valuation, pricing, and structure.Subscribe to our podcast and stay tuned for our next episode.
This episode kicks off a special three part series live from the PowerCast stage at CLEANPOWER 2025 in Phoenix, Arizona where host Conor Gaughan interviewed two of clean energy's most influential leaders—Sandhya Ganapathy, CEO of EDP Renewables North America, and Tristan Grimbert, President and CEO of EDF Power Solutions North America. Join us for an insightful and fast-moving conversation that takes a high-level look at the future of sustainable energy including: What it takes to scale clean energy solutions across diverse technologies and marketsThe urgent need for grid modernization The transformative potential of AI The power in advanced storage solutions Why responsible leadership is essential in driving the clean energy transition To learn more visit:EDP Renewables: edpr.com/north-americaEDF Power Solutions North America: edf-re.comConnect with Conor Gaughan on LinkedIn and Threads @ckgone This is the first episode in a three-part series recorded live from CleanPower 2025 in Phoenix, Arizona. If you liked this conversation, stay tuned for part two with Miguel Prado, CEO of energyRe and Frank Macchiarola, Chief Advocacy Officer of American Clean Power.For more great interviews, follow Consensus in Conversation on Apple Podcasts, Spotify, YouTube, or wherever you listen. Consensus in Conversation is hosted and executive produced by Conor Gaughan. This episode was produced by Kate Tucker for Consensus Media in partnership with American Clean Power. Special thanks to our PowerCast production team: ACP's Senior Manager of Powercasts – Hannah Papp, James Lamparter of Diamond Pro Audio, and Paul Pollard of SlideSpiel.Gratitude as always to the team at Consensus Media including Greg Herrigel on research and Patrick Gallagher on strategy.If you liked this episode, please consider leaving a review, it helps us build consensus, and great conversations!
Nato members decided on increased defence spending, the Federal Reserve is planning on cutting capital requirements for America's biggest banks, and accounting firms are ready to open up to public markets. Plus, why US stocks are unfazed by the Israel-Iran conflict. Mentioned in this podcast:The US, Iran and marketsThe markets are silent — that is worryingFederal Reserve unveils plans to reduce capital rules imposed after 2008 crisisAccounting sector prepares for more IPOs after private equity bingeToday's FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, and Marc Filippino. Additional help from Blake Maples, Michael Lello, David da Silva and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
This week on The Capitalist Investor, we dive into how Warren Buffett's timeless investing principles apply in today's AI-driven market. Joined by special guest Dave Abboud, we break down why Buffett's long-term strategies still matter—and how investors can use AI tools to think like the Oracle of Omaha. We cover:Buffett's biggest bets (Coca-Cola, Apple) and what made them geniusHow to cut through the noise in today's tech-fueled marketsThe role of AI in identifying future winners (and why it's just a tool)Lessons from Charlie Munger's “Too Hard” pileWhy discipline always beats hype in investingBuffett may have underperformed in flashy bull markets—but his long game wins. Tune in to hear how you can apply these insights to build smarter portfolios in 2025 and beyond.
Send us a textWhat if your community's blighted mall could be transformed into a thriving, income-producing asset? Andy Weiner, founder of RockStep Capital, joins Yonah to share how he revitalizes struggling shopping centers by turning them into community-centered investments with strong cash flow. Drawing from over 30 years in retail and real estate, Andy explains why secondary and tertiary markets are prime for investment, how local partnerships reduce risk, and the philosophy behind his company's culture of adaptability and integrity. [00:01 - 06:27] From Retail Collapse to Real Estate OpportunityWhy Walmart's dominance led to the end of Wiener's retail chainHow retail operations experience became the foundation for Andy's real estate investment approachThe importance of understanding tenant risk in shopping center investing[06:28 - 12:34] Investing in ‘Hometown America'Why RockStep focuses on secondary and tertiary marketsThe role of local business leaders as equity partners and risk reducersHow community banks offer flexibility national lenders can't[12:35 - 18:22] Turning Blight into Economic EnginesExamples from Louisiana, Kansas, and South Dakota showing how RockStep transforms communitiesHow public-private coalitions help reposition underperforming mallsUsing incentives and local alignment to unlock property value[18:23 - 25:57] The RockStep Philosophy: Culture, Values, and DirectionThe meaning behind the company name "RockStep"A breakdown of Andy's 25 “Rock Steps” – internal rules of behaviorHow culture drives performance, retention, and investor trust[25:58 - 31:00] Cash Flow, Malls, and the Future of RetailWhy retail's decline is overstated and where the opportunities areThree strategies to reposition malls for cash flow or mixed useRockStep's goal to educate investors on shopping center economicsConnect with Andy:Website: https://rockstep.com/learning-center https://investclearly.com/sponsors/rockstep-capitalLinkedIn: https://www.linkedin.com/in/andy-weiner/LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:“We call it RockStep because it's a dance move. You've got to be nimble. When there's a threat or opportunity, you switch direction.” - Andy Weiner“If we can't get a local investor to believe in me, RockStep, and the asset, we won't do the deal.” - Andy WeinerSupport the show
In this episode of the AlchemistX Innovators Inside Podcast, Ian Bergman sits down with Danny Brickman, CEO and co-founder of Oasis Security, to explore the rapidly growing threat of non-human identities in enterprise systems.As AI agents, machine workflows, and digital tools proliferate, companies are facing a new kind of cybersecurity challenge—one that traditional identity and access management systems were never built to handle. Danny draws from his background in elite Israeli cyber defense units and startup innovation to explain why non-human identities are multiplying, how they're being exploited, and what organizations must do to secure them.This episode is packed with insights on:Why more than 80% of cyberattacks today are identity-basedHow startups can outmaneuver legacy giants in fast-moving marketsThe emotional and operational costs of failure in securityWhat "philosophical differentiation" means in cybersecurity innovationWhy trust, like in autonomous cars and AI tools, takes time—but is everythingDanny also reflects on the culture of innovation, the importance of failure, and what surfing taught him about leadership.Whether you're a security leader, startup founder, or just trying to stay ahead of the curve, this conversation will shift how you think about identity in the AI era.For more episodes and resources, visit https://www.alchemistaccelerator.com/podcasts.
Off The Grid: Leaving Social Media Without Losing All Your Clients
Welcome to Off the Grid CPG edition!
In this episode of Tajarab, we sit down with Mohamed Al-Khudairi, an Iraqi-American venture capitalist and managing partner at Iraq Venture Partners (IVP). With over two decades of experience bridging international business with local opportunities, Mohamed shares invaluable insights about Iraq's evolving startup ecosystem and investment landscape.From his early days helping build Canary Group to his current role leading investments in Iraqi startups, Mohamed offers a unique bicultural perspective on doing business in Iraq. He discusses everything from leadership styles and management approaches to the challenges and opportunities in Iraq's tech sector.Key topics covered:Building businesses between Iraq and international marketsThe evolution of Iraq's startup ecosystemChallenges facing Iraqi entrepreneursThe role of venture capital in economic diversificationPersonal insights on Iraq's transformation
On today's episode of The American Land Man Podcast, we are back in the studio with Clay Hepler. We discuss:Whitetail deer: the property value kingA.I. and skip tracing in property scoutingFlip land for business or hunt for pleasure?Land investing is both art and scienceBuy low, add value, sell highLocal knowledge is king in land dealsNiche targeting can equal big profitsLearning to find off-market dealsImportance of specialized knowledgeHigh returns in niche marketsThe right broker is a gatekeeperAnd So Much More!Connect:-https://bit.ly/NeilHaugerWhitetailProperties-https://bit.ly/NeilHaugerFacebook-https://bit.ly/NeilHaugerYouTube-https://bit.ly/NeilHaugerInstagram
What happens when you take a massive design risk on a short-term rental—and it turns into your most profitable investment ever?In today's episode of the Cash Flow Positive podcast, Kenny Bedwell welcomes Ashley Guy, a short-term rental investor, mom of six, agent, coach, and creative powerhouse behind one of the most unique Airbnbs in the U.S. Ashley shares the full story behind her now-famous “kink cabin” in Gatlinburg, Tennessee—a bold, adult-themed STR that grosses six figures annually and books out months in advance.Ashley reveals the challenges of designing a fully immersive, highly targeted guest experience—from sourcing custom furniture to marketing without relying on traditional channels. She also breaks down why most investors play it too safe, how to stand out in saturated markets like Gulf Shores, and what it really takes to create properties that command premium rates and loyal repeat guests.If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Listen now and enjoy!In This Episode You'll Learn:Why the “kink cabin” idea was a strategic investment, not a gimmickHow Ashley made over $80K net on a $333K cabin in just one yearThe power of immersive design and what most hosts missHow to turn judgment and taboo into brand loyalty and bookingsWhy niche STRs outperform copy-paste properties in saturated marketsThe role of guest avatars and how to truly design for themHow Ashley scales her creativity across multiple markets and property typesWhy “commit and figure it out” is a mindset every STR investor needsAnd much more...Resources:Connect with Kenny on LinkedInFollow Kenny on Instagramthefemmeinvestor.com Contact Ashley at ashley@thefemmeinvestor.com
"You make most of your money in a bear market. You just don't know it at the time." - Shelby DavisThe global stock market sell off continues. The US market (measured by the S&P 500) has entered a bear market (down more than 20%) and in Australia we're down 14%.So what's an investor to do?In this episode we share our answer to that question:What's happening in global marketsThe risk of selling once the market has crashedHow we're approaching this buying opportunity—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equity Mates daily email and podcast:Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morningPrefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify | YouTube)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
The energy storage industry is evolving rapidly, driven by shifting market trends, policy changes, and supply chain volatility. In this episode of the Clean Power Hour, Tim Montague sits down with Aaron Marks from Clean Energy Associates (CEA) to unpack the latest insights on energy storage, battery procurement, and how tariffs and policy shifts are shaping the industry.Aaron shares insights from his seven years in energy storage market intelligence, highlighting the different sources of volatility the industry has faced - from the transition in battery cell procurement in 2017-18 when Korean OEMs dominated before Chinese OEMs and LFP batteries gained traction, to the impacts of the Inflation Reduction Act, and now the policy changes under the Trump administration.The conversation explores how recent policy shifts are creating market turbulence, with Aaron revealing breaking news about manufacturing pullbacks, including Freyr's pivot away from their planned Georgia battery factory toward solar production. This exemplifies the rapid changes that make market intelligence services so valuable for companies trying to deploy solar and storage solutions while keeping pace with industry developments.Aaron explains how CEA has expanded from its origins in factory audits and quality assurance to offer comprehensive supply chain services and market intelligence - helping clients know exactly what they're buying, who they're working with, and how to make strategic decisions based on current market conditions.Listen to this episode to gain valuable insights into:How policy volatility affects energy storage marketsThe evolution of battery cell procurement trendsThe impact of the IRA and Trump administration policies on US manufacturingThe integrated approach CEA takes to quality assurance, supply chain management, and market intelligenceAs the clean energy sector continues to grow, understanding market dynamics is more important than ever. Tune in to gain valuable insights from one of the industry's leading experts and ensure your projects are set up for success.Social Media HandlesAaron MarksCEA Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
Send us a textIn this episode we interview Rodrigo Fontes, seasoned marketer and current marketing leader at Quillbot, who brings over 20 years of experience across B2B, B2C, oil and gas, telecom, edtech, and the dating app industry.What you'll learn in this episode:Why deep audience understanding is the foundation of content that resonatesHow entertainment can be your most powerful marketing strategyThe overlooked power of cultural relevance in capturing attentionWhich data points actually indicate your content is workingWhy taking creative risks might be your best content moveHow to blend useful information with brand messaging for lasting impactPractical tips for creating standout content in saturated marketsThe importance of testing fast, failing cheap, and iterating wiselyLet me know if you'd like a punchier version or want to lean more into a specific topic—happy to refine!
Karla Singson is a seasoned entrepreneur with over 15 years of experience in both brick-and-mortar and online businesses. She is the founder of Proximity Outsourcing, a managed outsourcing company that has scaled to $1.3 million in annual revenue without spending on ads. Karla specializes in helping businesses grow through strategic outsourcing, focusing on managerial and creative roles rather than traditional virtual assistants. She also invests in real estate across multiple countries and enjoys life in Playa del Carmen, Mexico.On this episode we talk about:How Karla built her outsourcing company from scratch to $1.3 million annual revenue without adsThe importance of differentiating your business in competitive marketsThe benefits of outsourcing managerial and creative roles to scale businessesKarla's entrepreneurial journey, including her first side hustle selling flowersInsights into personal finance strategies and investing for long-term wealthTop 3 TakeawaysOutsourcing for Growth: Businesses can outsource not just tasks but roles that drive growth, such as client success managers or creative professionals. This approach can significantly boost profitability while reducing costs.Start Small, Scale Big: Karla began her entrepreneurial journey with zero capital, leveraging resourcefulness and creativity to build multiple successful businesses. Her story highlights the power of starting small and scaling strategically.Invest Aggressively: Karla emphasizes the importance of increasing income to create disposable capital for investments, which she believes is the easiest way to build wealth over time.Notable Quotes"The easiest money I'll ever make is in investing.""Always think of an easier way to do what you're doing while making more money." "You can outsource for growth—not just tasks—and it pays for itself." Connect with Karla SingsonLinkedIn: https://www.linkedin.com/in/karla-singson-07035738Instagram: https://www.instagram.com/karlastefan/?hl=enWebsite: https://proximityoutsourcing.com/Thank you for tuning in! Remember, money only solves your money problems—then you're left with the ones money can't solve. Let's make more money together!Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridgeOur Sponsors:* Check out Kinsta: https://kinsta.com* Check out Mint Mobile: https://mintmobile.com/tmf* Check out Sparrow: https://usesparrow.com/travis* Check out Trust & Will: https://trustandwill.com/TRAVISAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode, I sit down with my longtime friend Arthur Breitman, the co-founder of Tezos, one of the OG blockchains that has been innovating since 2018. We dive deep into the evolution of tokenization, why the first wave fell short, and how the next iteration can unlock real value. Arthur also shares insights on Tezos' latest upgrades, the growing demand for privacy in crypto, and an unexpected but fascinating use case—tokenizing uranium.We also explore:Why stablecoins became the most successful “real-world asset” in cryptoThe role of privacy in blockchain and the regulatory challenges aheadHow Tezos continues to innovate with faster block times and seamless upgradesThe surprising connection between commodities like uranium and crypto marketsThe reality of DeFi and whether planned maintenance on blockchains makes senseIf you're interested in the future of tokenized assets, crypto infrastructure, and why banks still feel like they're stuck in 1999, this is an episode you don't want to miss.Key Takeaways:✅ The first wave of tokenization failed due to misaligned expectations—crypto traders weren't looking for stable, bond-like investments.✅ Stablecoins became the ultimate “real-world asset” because they're not an investment but a convenience, especially in regions with weak local currencies.✅ Tezos continues to evolve with fast block times, liquid proof-of-stake, and a strong developer community.✅ Tokenizing commodities like uranium opens up new financial markets that were previously inaccessible to retail investors.✅ Privacy remains a core value in crypto, but regulatory pressure is making it harder to implement.Listen & Subscribe:
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can't be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes.Larry dives deep into the concept of "self-healing mechanisms" in markets, explaining how periods of poor performance often set the stage for strong future returns. He uses fascinating examples from reinsurance to value stocks to illustrate this principle. The discussion also covers why "Sell in May and Go Away" is a dangerous myth, why active management continues to disappoint, and why proper diversification means always having some parts of your portfolio that aren't performing well.Larry also explains why investors keep making the same mistakes and how they can break free from common behavioral biases. The conversation includes practical insights on:Why even a perfect economic crystal ball wouldn't help you predict marketsThe dangers of judging investment strategies by their outcomes rather than their processWhy patience and discipline are crucial for investment successHow to think about diversification in a world dominated by large tech stocksWhether you're a seasoned investor or just starting out, this episode offers valuable perspectives on building resilient portfolios and avoiding common investment pitfalls.SEE LATEST EPISODEShttps://excessreturnspod.comFIND OUT MORE ABOUT VALIDEAhttps://www.validea.comFIND OUT MORE ABOUT VALIDEA CAPITALhttps://www.valideacapital.comFOLLOW JACKTwitter: https://twitter.com/practicalquantLinkedIn: https://www.linkedin.com/in/jack-forehand-8015094FOLLOW JUSTINTwitter: https://twitter.com/jjcarbonneauLinkedIn: https://www.linkedin.com/in/jcarbonneau
© 2020-2026 Ivy Podcast Discovery LLC
