Podcasts about mutual funds

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the common mistakes retirees make and how to avoid them. The conversation covers various traps in retirement planning, including the importance of having a clear income strategy, the risks of cashing out retirement accounts, and the need for effective tax planning. Kelley emphasizes the significance of diversification and modern strategies in retirement planning, as well as the lifestyle traps that can derail financial stability. The episode concludes with listener questions, providing insights into specific financial concerns. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty uses Jimmy Buffet lyrics to compare to a good retirement mindset and then moves into a conversation about good savings strategies to walk through that retirement roadmap. He also discusses the importance of transitioning from risk to a safer approach in retirement planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley opens the podcast with a discussion on inflation and how attention needs to be paid to the right growth assets in retirement. She also stresses the importance of planning contingencies for the unexpected events and the costs that could derail your retirement. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty discusses the evolving landscape of retirement, emphasizing the importance of planning for longevity, staying active, and maintaining social connections. He addresses common concerns about financial stability, healthcare costs, and the realities of retirement savings. The discussion also covers the significance of customized retirement plans, the role of risk management, and the impact of market volatility on investment strategies. Listener questions provide real-life scenarios, highlighting the need for comprehensive planning and preparation for a fulfilling retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

In this episode of Imperfect Show Finance, stock market expert V. Nagappan breaks down the latest global trade development where China has filed a case against India at the World Trade Organization, explaining the background, key issues involved, and its potential impact on India's trade and economic outlook. The discussion also explores why mutual fund company stocks—especially players like ICICI AMC—are rising at rocket speed, highlighting the business drivers, market optimism, and whether these valuations are justified. Alongside these major themes, the video connects global policy moves with domestic market trends, offering investors a clearer perspective on risks, opportunities, and the evolving financial landscape.

In this edition of Moneycontrol Editor's Picks we tell you how SEBI rules lower the fees paid by mutual fund houses, why India kept key sectors out of its FTA with Oman, if TCS will be able to turn its stock market fortunes, and why G Ram G is more than just a name change. Besides, find the latest from markets to ambitious government projects - tune in.

#stockmarketindia #sebi #mutualfunds #ukinflation #oilprices #InsuranceFDI #ICICIPRUIPO #goldsilverprice #VedantaDemerger #marketupdate #financenews #investingindia #indianeconomy #stockmarketindia #nifty50 https://shorturl.at/JNzcKBook Your Seat for Bengaluru Offline Session!Get your essential daily stock market news update! Key highlights include SEBI's major overhaul of Mutual Fund regulations (TER, fees), sharp fall in UK Inflation fueling rate cut hopes, oil prices surging on Venezuela pressure, and the 100% FDI hike in the Insurance sector. Also covering the massive ICICI Pru AMC IPO subscription, Silver/Gold rally, and Vedanta demerger news. Don't miss this crucial market briefing for Indian and global cues!How to Use Artificial Intelligence for Investing - Combo of 5 ebooks - https://shorturl.at/gM97l00:00 Start00:48 US AI Stocks Decline02:08 Oil Prices Rise on Venezuela Pressure03:39 UK Inflation Drops Sharply04:29 Silver Hits $65, Gold Rises05:40 SEBI Overhauls Mutual Fund Rules09:33 Insurance FDI Raised to 100pc11:05 India, Oman to Sign FTA12:10 ICICI Pru AMC IPO Oversubscribed14:21 Akzo Nobel Bulk Deal14:37 Ola Promoter Sells More Shares15:39 Vedanta Demerger Timeline Set16:18 Knowledge Section

Send us a textSteve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution community. Follow us on LinkedIn - Internal Use Only Check us out on Instagram for show updates, video clips, and weekly memes.Support the show

In this episode of Imperfect Show Finance, stock market expert V. Nagappan explains how investors can choose the right mutual fund based on their financial goals, risk profile, and investment horizon. The discussion breaks down practical methods to evaluate funds—whether for SIP, SWP, or long-term wealth creation—and helps viewers understand which categories suit different objectives. The episode also explores a key market puzzle: Why aren't IT stocks rising despite the increase in the US dollar? By examining global demand trends, sector headwinds, and valuation pressures, the video offers a clear picture of what's holding the IT sector back. Alongside these topics, the conversation covers broader market insights that help investors make confident and well-informed decisions. Tune in for actionable guidance tailored to today's market environment.

Marty discusses the essential aspects of retirement planning, emphasizing the importance of starting early, saving adequately, and avoiding common financial missteps. He highlights the need for a comprehensive plan that accounts for various income sources, inflation, healthcare costs, and unexpected expenses. The discussion also covers investment strategies tailored to different life stages, the significance of long-term care planning, and the role of annuities in securing a stable income. Ultimately, the conversation underscores the necessity of having a flexible and adaptable retirement plan to navigate life's uncertainties. Reach Marty at 888-519-9096 Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley discusses various financial strategies for retirement planning, emphasizing the importance of making end-of-year financial moves, creating sustainable income plans, and addressing the needs of late starters. The discussion also includes listener questions, providing insights into real estate investing, managing high-interest debt, and the significance of diversification in a financial portfolio. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

India's investment landscape is transforming as quant strategies, alternative data, and BlackRock's Aladdin platform reshape how funds are built and scaled. Rishi Kohli shares how markets, talent, data and systematic models have evolved—unlocking a new era of disciplined, tech-driven investing.00:16- About Rishi KohliRishi Kohli, a graduate of the Indian Institute of Technology (IIT) and the Indian Institute of Management (IIM), is the Chief Investment Officer (CIO) of JioBlackRock Mutual Fund. He previously served as managing director and CIO-Hedge Fund Strategies at InCred Capital.

(0:00) Intro(0:02) Masjid/Madrasa k Ahatay mn Bazurgon ko Dafnana? (Rafee Bhai ka Sawal)(4:36) Aik Qabar mn Do Murday? + Mayyat ki Runumai ki Bid'at(12:25) Gham Mnany ke Islami Ehkam (Cheekhna, Chillana)(15:10) Ghair Muslimon mn Mayyat se Salook (Angraiz, Esai, Hindu)(17:54) Islam mn Mayyat ka Protocol(18:20) Mayyat ke Liye Sadqa & Duaain(19:06) Mayyat ki Taareef mn Mubalgha?(19:35) Mufti sb ki Wasiyat(19:56) Walid sb ra ki Wafat 1999 (Du'a for Jannat)(21:54) Mufti sb ko Apni Kuch Videos se Nafrat(24:10) Bachpan ki Pilot Dress Pic pr Fakhar(24:28) Ulama ki Wafat pr Afsos(25:59) Wafat-e-Rasool ﷺ pr Hazrat Abu Bakar ra ke Alfaaz(26:37) Ulama ki Wafat pr Mahabbat ka Taqaza(27:29) Naujawan Mardon ko Special Naseehat(29:28) PAF Base Masroor ki Yaadein (6 September)(29:52) Aajke Bachy(30:14) Mtm's Love for Pilots(30:23) Mufti Rasheed Ahmed sb ra ki Pilots se Muhabbat(30:55) India ke Halia 7 Tayyary Kiyun Giray?(33:33) Zikr mn Dheyan?(33:52) Imam ke Sath Ruku?(34:06) Youth Club Waly Kaisy Hain?(35:18) Bayan se Mutaliq Shikayat?(35:53) Rozi Kamana vs Tabligh mn Jana(36:37) Hasid ki Nazar se Hifazat(37:33) Jaundice Jharrwana?(38:40) Mutual Funds? Hosted on Acast. See acast.com/privacy for more information.

In this episode, you will learn everything about Mutual Funds for 2026 and beyond.We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to build wealth using SIP.You will also learn a simple framework to choose mutual funds, which flexi cap, mid cap, and small cap funds are worth tracking, and how to use ETFs and passive investing for the next few years.This episode is perfect for beginners as well as long term investors who want a clear, practical approach to investing without confusion.

Kelley discusses essential strategies for retirement planning, emphasizing the importance of having a comprehensive plan that addresses retirement concerns such as inflation, taxes, and healthcare costs. She reassures listeners that it's never too late to start saving for retirement, even if they are in their 50s or 60s. The conversation also covers the significance of market volatility and how to create a diversified portfolio to manage risks. Additionally, Kelley answers listener questions, providing real-life scenarios that highlight the importance of working with a financial advisor to navigate retirement successfully. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

(0:00) Intro(0:02) Khutba, Qur'ani Aayaat, Dua(1:32) Aaj ki Qurbani ka Kal mn Faida(2:27) Aany Waly Kal ki Definition(3:37) Sunday–Monday: Daisi Anday(3:49) Waqt ki Taizi(4:51) Qareebi Azizon ki Maut(5:14) Mtm's Teenage Fellows(5:34) Gym Se Janazy Uthny ki Wja(6:32) Media ki Game(7:47) Pakistan se Nafrat krny Waly(8:02) Ulama se Nafrat krny Waly(8:36) MTJ ki Naqal: Mufti sb ka Jawab(9:56) Social Media Pr Nafrat Phelana(10:59) Anti-State Content ka Wabal(11:49) YouTube History = Personality Check(12:15) YouTube Mind Control(12:34) Muhabbat/Nafrat mn Extremism(14:15) Hakumat k Khalaf Bolny ka Anjam(14:51) Pakistaniyon ko Mufti sb ki Naseehat(17:03) Time Waste se Bachna(17:22) 1998 ka Dost: Fikr vs Package(20:33) Why Man Channel Clip(21:04) Motivational Speakers Reality(22:14) Social Media Psychology(23:39) Talib Ilm ki Special Training(24:24) Ta'anon/Galiyon ka Jawab(28:35) Social Media Negativity ka Haal(30:24) Jazbati Log Nakaam(30:35) Ghairatmndi ka Sahih Istemal(33:44) Mature Log Kamyaab(33:53) Talaqon ki Wja: Ghariat & Ghussa(34:23) Ehl-e-Hadith: Teen Talaq Fatwa(36:44) Aaima e Arba ki Taqleed(38:09) Ghussy mn Talaq Aur Qatal(38:40) Talaq ko Mazaq Bnany Waly(39:40) Talaq ka Hal: Ghussa Control(39:49) Ghussy mn Qatal ke Waqiaat(40:32) Ghar mn Pistol Rakhny ka Natija(41:28) Dabby k Doodh ka Ad(42:15) Dabby ka vs Khula Doodh(43:53) Ghussy Waly Zojain ko Naseehat(44:13) Khud Kushi ka Trend(44:44) Mufti sb & Suicide Threats(46:11) Ghar mn Pistol Rakhna?(46:41) Certified Donkeys(47:27) Nabi ﷺ ka Ghussa Control(48:04) Karachi Dakuon se Hifazat(48:38) Ghussa = Apni Saza Khudko Dena(49:21) Ghussa: Sugar/BP ka Natija(49:40) Khawateen ko Ghussa Handling Tips(53:29) Aisy Shohr ka Hal(54:13) KPK ka Gumshuda Pajama(55:06) Social Media pr Ghussy mn Galiyan(56:01) Mimbar ka Ehtaram(56:50) Debate/Tabligh ka Sahih Tariqa(58:26) Pakistani Siyasatdan vs Awam(1:00:17) Mufti sb k Dost ka Waqia (Sehat & Ghussa)(1:04:55) Mufti Abu Lubaba ka Waqia(1:06:01) Khulasa Bayan(1:07:33) Hazrat Umar ra: Angoothi ka Paigham(1:07:43) Maut ka Muraqba(1:09:18) Depression ka Ilaj: Namaz & Sabar(1:10:57) Dua(1:11:10) Masjid/Madrasa Ahatay mn Dafnana?(1:17:05) Aik Qabar mn Do Murday? + Runumai ki Bid'at(1:23:35) Gham mn Rone-Chillane ka Hukam(1:26:21) Ghair Muslimon mn Mayyat Se Salook(1:29:05) Islam mn Mayyat ka Protocol(1:29:31) Mayyat k Liye Sadqa & Duaain(1:30:17) Mayyat ki Tarif mn Mubalgha?(1:30:39) Mufti sb ki Wasiyat(1:31:06) Walid sb ra ki Wafat ka Waqia(1:33:07) Mufti sb ko Kuch Videos se Nafrat(1:35:20) Bachpan ki Pilot Pic(1:35:29) Ulama ki Wafat pr Afsos(1:37:09) Wafat-e-Rasool ﷺ pr Hazrat Abu Bakar ra(1:37:48) Ulama ki Wafat pr Mahabbat(1:38:39) Naujawan Mardon ko Naseehat(1:40:39) PAF Base Masroor ki Yaadein(1:41:03) Aajke Bachy(1:41:25) Mtm's Love for Pilots(1:41:35) Mufti Rasheed Ahmed sb ra & Pilots(1:42:06) India k Halia 7 Tayyary Kiyun Giray?(1:42:43) Mtm's Personality(1:44:48) Zikr mn Dhyan?(1:45:02) Imam ke Sath Ruku?(1:45:16) Youth Club Waly Kaisy Hain?(1:46:28) Bayan Se Mutaliq Shikayat(1:47:04) Rozi Kamana vs Tabligh(1:47:47) Hasid ki Nazr Se Bachna(1:48:44) Jaundice Jharrwana?(1:49:51) Mutual Funds? Hosted on Acast. See acast.com/privacy for more information.

Marty discusses the relationship between wealth and lifestyle, emphasizing that for many, including himself, winning the lottery would not significantly alter their way of living. He highlights the importance of comfort, which he believes is relative to individual experiences and expectations. Reach Marty at 888-579-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Small Cap, Multi Cap, Flexi Cap - three mutual fund categories that feel like completely different rishta profiles. One hustles, one balances, one adapts. But knowing how they differ helps investors understand how each category aligns with different risk-return characteristics.Just like an arranged-marriage shortlist, selecting a category depends on your comfort, expectations, and long-term approach, not on guarantees.In this episode of Moneywise, we break down what Small Cap, Flexi Cap, and Multi Cap mutual funds are in a clear and relatable way, ideal for beginners or anyone trying to understand how these categories function within equity investing.Here's what you'll learn:

Large Cap vs Mid Cap Mutual Funds… but explained as matrimonial profiles?YES. And it works perfectly.In this episode of Moneywise, Virat and Rachita take the most relatable route possible… treating types of equity mutual funds like arranged-marriage and love-marriage candidates.One category represents well-established companies; the other represents growing businesses with big ambitions.No jargon. No confusion. Just a simple way to understand how these categories differ and how investors think about them.⸻

What do Thanksgiving-flavored Oreos have in common with mutual funds? Sometimes, what looks exciting on the shelf doesn’t deliver in reality. In this episode, Ryan Herbert dives into the world of target date mutual funds and exploring why these “set it and forget it” investments may not be as safe as they seem, especially as retirement approaches. Learn how marketing hype can mask hidden risks and fees, and discover a smarter approach to retirement planning that’s tailored to your goals, not just your age. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

In this episode of Imperfect Show Finance, stock market expert V. Nagappan explores what Mutual Fund investors should do during a falling market. He also analyzes whether continuous selling by FPIs could lead to a further decline in the value of the Indian Rupee. The discussion covers the latest buzz surrounding the Meesho IPO and provides key insights into the government's Sanchar Saathi initiative. This episode offers clear, practical perspectives for investors navigating today's volatile financial landscape.

Kelley discusses the importance of having a comprehensive retirement plan that considers longevity, income streams, healthcare costs, and inflation. She emphasizes the need for strategic planning to avoid common mistakes, such as underestimating life expectancy and relying solely on Social Security. Kelley also addresses year-end financial strategies, including required minimum distributions and Roth conversions, and answers listener questions about annuities and investment strategies. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts. He also lays out the facts on longevity and how to remove the risk from “longevity risk.” The discussion then moves to strategic giving at the end of the year. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. -----  Dimensional Fund Advisors' Marlena Lee joins Peter to unpack the SEC's share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF.    Listen now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors ► How the cash-vs-basket plumbing drives taxes and who ends up with capital gains distributions ► Simple rules of thumb for choosing ETF or mutual fund when fees and tax efficiency are similar ► What to watch as managers add ETF share classes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (00:00) Introduction (03:18) Why "share class exemptive relief" matters (and why investors should care) (05:37) How mutual funds and ETFs handle your money—and why that changes your taxes (10:26) Why the SEC's "exemptive relief" is a big deal: one portfolio, two doors—and better tax control (16:59) ETF vs. Mutual Fund: When Costs and Taxes Converge, Let Trading Style Decide (23:30) Not every fund should add an ETF share class—and why scale and long track records matter (33:34) SMAs vs. funds: when direct ownership adds real value Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

William Peck, Head of Digital Assets at WisdomTree, sat down with me at Chainlink SmartCon to discuss WisdomTree's different Crypto ETFs and Tokenization initiatives.Brought to you ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

In this episode of Rational Reminder, Ben Felix, Cameron Passmore, and Ben Wilson return with a classic AMA format—answering listener questions that dig deep into the behavioral and evidence-based foundations of sensible investing. From lump-sum investing to the psychology of advice, the trio blend data, humor, and clear thinking to demystify complex financial ideas. They discuss the behavioral logic behind dollar-cost averaging, why mutual funds might actually be more tax-efficient than ETFs in Canada, and whether technology could ever truly replace human financial advisors. Plus, they share their biggest investing mistakes (yes, Bitcoin makes an appearance), dissect the rise of "buffered" ETFs, and explain why chasing complexity usually costs investors more than it helps. Key Points From This Episode: (0:00:05) Introduction – The first episode featuring all three hosts together: Ben Felix, Cameron Passmore, and Ben Wilson. (0:44) OneDigital update: expanding evidence-based advice across Canada with new PWL partners in Halifax. (2:36) The mission in motion – bringing the "markets work and planning matters" philosophy to more Canadians. (5:29) "Finding and funding a good life" – how PWL integrates wellness and happiness into financial planning. (6:16) AMA Question 1: Lump-sum vs. dollar-cost averaging — why lump-sum wins 65% of the time. (10:05) Base rates, behavioral regret, and the real role of an advisor. (12:22) The 2020 PWL paper results and how behavioral hedging fits in. (16:10) If dollar-cost averaging feels safer, maybe your portfolio is too aggressive. (18:08) AMA Question 2: Advice for smaller portfolios — how technology, AI, and fee-only planners can fill the gap. (21:01) Can AI really replace advisors? Cameron's Waymo analogy sparks debate. (23:33) AMA Question 3: Mutual funds vs. ETFs — why in Canada, mutual funds may actually be more tax-efficient. (30:00) The Capital Gains Refund Mechanism (CGRM) explained — and why it matters. (34:31) Dimensional's Canadian funds vs. Vanguard ETFs — tax distribution data that surprises most investors. (37:40) AMA Question 4: Are discount bonds priced for tax efficiency? The evidence says no—discount bonds still win. (42:23) AMA Question 5: Biggest investment mistakes — from Bitcoin regrets to house-buying reflections. (48:15) AMA Question 6: Buffered ETFs — comfort, complexity, and why simple portfolios outperform. (53:45) Simplicity as a superpower — why "markets work" is still the most radical idea in finance. (55:27) AMA Question 7: Updating the RR model portfolio — why there's no "optimal" portfolio and simplicity wins again. (58:31) After show: Reviews, humor, and a reminder about "No Net Worth November." (1:04:15) Life offline — Cameron's reflections on quitting social media and finding clarity. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---

Would you pay extra just to recline your seat—or are hidden fees quietly draining your retirement savings? Damon Roberts digs into the surprising world of investment fees, revealing how even “small” charges in your 401(k), mutual funds, or annuities can add up to thousands lost over time. Learn why understanding what you pay—and what you get in return—matters more than ever, and how to spot value versus waste in your portfolio. Plus, a few laughs about travel, family, and the price of convenience. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In today's episode on 3rd November 2025, we break down the SEBI consultation paper on mutual funds asset management charges.

This week, we review the technical pictures of major stocks around earnings, and highlight our new Trade Efficiency tool on our Models page.

Inside the day's Moneycontrol Editor's Picks: SEBI is open to weigh reasonable requests from Mutual Funds, October was a busy month for IPOs, wild speculations on RRP semiconductors stock, Starlink conducts demos that Eutelsat Oneweb completed earlier this year, Bihar's poll promises to add to fiscal burden and much more.

Is SEBI planning to reduce Mutual Fund brokerage charges? What does the latest update from the market regulator mean for investors? Meanwhile, PSU bank stocks are on the rise — but should investors stay cautious? Watch this video for key insights on SEBI's move and the current trend in PSU bank shares.

In today's episode on 28th October 2025, we try to explain why mutual funds can no longer access the pre-IPO market.If you haven't already, go get your free, personalized insurance advice ⁠by clicking here⁠.

Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)

We're living through one of the most dangerous eras in history — not because of war or politics alone, but because of the extraordinary convergence of economic, financial, and geopolitical risks. In this episode, we break down: How record global debt, AI-driven speculation, and geopolitical instability are colliding. Why the current market optimism masks systemic fragility. What investors can learn from past cycles — from 1929 to 2008 — to prepare for the next regime shift. The role of central banks, fiscal excess, and policy distortions that have created a fragile illusion of stability. 0:18 - EOM Approaches, Rare Earth, & the China Deal 4:28 - Markets Set New Highs 8:57 - Lance's Grandkid Solution 10:28 - The Dumbest Stock Market in History 12:53 - Why Are Markets trading at 200% Above GDP? 16:26 - Unforeseen Consequences of Passive Investing 21:54 - More ETF's than Mutual Funds 26:47 - Passive Indexing Underwrites the Markets 31:13 - The Causality of Liquidity 34:21 - Bubbles Don't Form, the Evolve 37:25 - Be Aware of the Risks You're Taking 45:14 - Cash Levels and Margin Debt

No matter where you are with money, this episode is for you.In this episode, Shantanu's college best friend Anuj takes us through his journey - from the pressures of corporate banking and quarterly targets to building My Fundbox, a financial services platform helping people like us manage, invest, and grow our money smarter.Along the way, he's experienced all the highs and lows, cleared the mutual fund distribution exam, and is now empowering people to take control of their finances.On the pod, they talk about corporate fraud, credit card traps, insurance, and how My Fund Box is solving real problems in financial services. Plus, Anuj shares his own and his 7-year-old Adwik's personal experience with content creation, passive income as social media influencers, and what money really means in life to them.What's the biggest financial lesson you've learned so far? Share it in the comments!Navigate your way through these chapters:00:00:00 Coming Up 00:01:46 Anuj's Early Career 00:15:42 How My Fundbox Started 00:18:11 The Dark Side of Banks 00:22:05 Investments & Insurance Truths 00:28:28 How to manage Credit Cards & Debts 00:48:25 Life Lessons & My Fundbox Vision 01:07:55 Finance Advisory, MFDs & NFOs 01:13:44 Adwik's Fitness & Social Media Journey 01:31:04 Anuj's Social Media Story 01:36:45 Building Passive Income 01:54:24 Banter with Adwik & Closing Thoughts

Pre-IPO door shut for Mutual Funds, equity market braces for a big IPO wave next month, the fallout from Russian oil sanctions, what China's 15th five-year plan entails and the genius that was Piyush Pandey - all this and more in the day's edition of Moneycontrol Editor's Picks newsletter.

It started as a chill convo about culture and acting… then turned into a full performance. Beverly Adaeze joins Stay By Plan to talk about EVERYTHING, including family and the funny sides of chasing your dreams.This episode is brought to you by Plus: Invest, the all-in-one app for T-Bills, Mutual Funds, and US Stocks. Start with as little as ₵100 and grow your money the simple way. Download Plus: Invest today! - https://www.plusapp.online/#download 

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strategies — impact your after-tax returns. Learn why mutual funds can surprise you with taxable distributions, how ETFs use in-kind redemptions to avoid them, what SMAs are and how they may help, and how modern innovations like long-short overlays unlock new levels of tax efficiency. Here's some of what we discuss in this episode:

Today, Steve talks about 3 key dimensions of debt mutual funds to be aware of and how to pick a fund that matches your needs. Bonds are an important component of most portfolios, despite offering lower returns over long periods of time. They can help with different objectives such as protecting your emergency reserve, generating income or providing an important diversifier to equity portfolios. Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  

Knowing what to invest in and how to invest in it, can get confusing. Not only are there now more options than ever, the terms used to describe them are full of acronyms and jargon. But don't be disheartened. These terms are simpler than you might think. In this episode we explain 4 common terms you'll hear beyond single stock investing; ETFs, Indexes, Mutual Funds and LICs. By the end of this episode, you'll know what each of these terms mean and the key differences between them. Links Referenced:

Is the AI boom turning into the next dot-com bubble, or are we witnessing a new era of market transformation? This episode breaks down the comparisons between today's artificial intelligence surge and the tech mania of 1999, exploring how investor psychology, projection bias, and market concentration can distort perceptions of risk. From Nvidia and Broadcom to OpenAI's massive Stargate data center in Abilene, the conversation dives into the infrastructure powering AI and what it means for long-term investors trying to separate hype from opportunity.You'll also learn practical strategies for managing portfolios in an overheated market—when to trim profits, how to diversify beyond tech, and why “picks and shovels” stocks may be smarter bets than speculation. The episode wraps with an exciting update: the firm behind the show is now registered with the SEC, meaning listeners can view its disclosed holdings on WhaleWisdom.com by searching Rydar Equities to see the companies it invests in. As always, get your mind right—and let's get to work.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can stretch your retirement dollars further.Today's Stocks & Topics: Perdoceo Education Corporation (PRDO), Calamos US Equity Autocallable Income ETF (CAIE), Market Wrap, Top 18 U.S. Cities That Don't Tax Your 401(k) or Pension, Schneider Electric S.E. (SBGSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, A-I Second Order Winners, How to Select a Mutual Fund, Nutrien Ltd. (NTR).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Garrett Stevens explains what it means for the SEC to approve ETF share classes of mutual funds, and the benefits for investors. As someone who helps with ETF launches, he talks about how busy the industry has been with these conversions. He also explains some of the tax mechanisms that favor ETFs vs mutual funds.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

This week on Stay By Plan, we sit down with Angel Town (Angel Quarmyne)! He's the man who's been by Sarkodie's side from the very beginning. He shared stories of his struggles in the early days and now, they've built one of the biggest brands in African music. Angel opens up about the realities of managing a superstar, navigating controversies, and the lessons he's learned along the way.This episode is brought to you by Plus: Invest, the all-in-one app for T-Bills, Mutual Funds, and US Stocks. Start with as little as ₵100 and grow your money the simple way. Download Plus: Invest today! - https://www.plusapp.online/#download

Join Jeff Malec as he sits down with Brad Giaimo and Bruce Greig from Q3 Asset Management, two investment pros who turned trading floor grit into a modern, rules-based quant shop helping RIAs build out tactical trading models for clients.  From Brad's formative days alongside Paul Tudor Jones to Bruce's mathematical approach to market analysis, you'll hear how Q3 builds transparent, systematic models that aim to outperform while protecting downside risk.  If you're an RIA, allocator, or markets geek, this episode is packed with tactical insights and practical knowledge delivered by practitioners who've moved from the trading pits to the trading platforms. SEND IT!Chapters:00:00-00:42=Intro00:43-9:37= Cotton to Paul Tudor Jones: Brad Giamio's Trading Floor Origin Story09:38-19:39=From Bankruptcy Software to Quantitative Trading: Bruce Greig's Path to Q319:40-34:57=Q3's Organic Growth: From Family Funds to Advisor-Driven Strategies34:58-47:42=Systematic Investing Unveiled: Q3's Quantitative Model Philosophy47:43-01:03:16= Q3's Fund Evolution: From SMAs to Mutual Funds and ETFs01:03:17-01:09:47= Eddie Murphy & Trading Floor Memories: The Concentric Circles of Market InformationRCM Blog: The Definitive List of the Best Investing MoviesFollow along on LinkedIn with Bruce & Brad and be sure to check out Q3's website https://www.q3tactical.com/ for more information!Don't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠

Send us a textInternal Use Only hosts it's first live, in-person podcast. Matt McCue, co-founder of Fin News, joins the show to discuss how wholesalers and asset managers use their platform for timely and up-to-date information on fund performance, institutional investors, and RIA's.Support the show

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Adulting can be stressful and confusing! In this episode of Stay By Plan, we sit down with Afro-folk artist Tommy WÁ to talk about the struggles of growing up, the things we all pretend to like, and why nobody really has life figured out. We shared stories of difficult times, the need to invest, paying bills and many more. This conversation is all about the funny and awkward sides of transitioning into adulthood.This episode is brought to you by Plus: Invest, the all-in-one app for T-Bills, Mutual Funds, and US Stocks. Start with as little as ₵100 and grow your money the simple way. Download Plus: Invest today! - https://www.plusapp.online/#download