Podcasts about Portfolio management

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Best podcasts about Portfolio management

Show all podcasts related to portfolio management

Latest podcast episodes about Portfolio management

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Portfolio Management Strategies from Leading Investors: What's Working in 2025

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Jul 16, 2025 10:50 Transcription Available


Send us a textDiscover how top investors are navigating today's complex markets and what's driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility.They also discuss:Rebuilding strategies after climate disastersMonetizing youth sports and media platformsThe impact of tokenization and digital payment systemsWhy art, land, and sports investments remain antifragileHow to position for long-term ROI with resilience in mindWhether you're an individual investor, fund manager, or family office advisor, these real-world strategies will give you actionable takeaways to future-proof your investment approach.

The Life Money Balance™ Podcast
Does Crypto Belong in Your Investing Portfolio?

The Life Money Balance™ Podcast

Play Episode Listen Later Jul 16, 2025 7:25


In this episode, Dr. Cherry offers thoughtful guidance on navigating the recent rise in Bitcoin's price. While market excitement is understandable, he reminds us that disciplined investing is not about reacting to headlines—it's about following a well-crafted financial plan.Takeaways:• Don't chase hype• Know your crypto types• Core first, crypto later• Plan before you invest• Taxes still apply00:00 Intro00:52 Bitcoin's New High and Market Reactions01:41 Understanding Crypto Categories02:32 Investment Strategies for Crypto03:58 Balancing Crypto in Your PortfolioGet The Wealth Word — our free weekly newsletter on wealth and well-being: https://wealth.concurrentfp.com/thewealthwordExplore award-winning wealth advisory services: https://www.concurrentfp.com/Read Wealth In The Key of Life by Dr. Preston Cherry: https://drprestoncherry.com/book/Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/

A Better Way Financial Podcast
From Baby Watch to Market Watch: Planning for Life's Big Changes

A Better Way Financial Podcast

Play Episode Listen Later Jul 15, 2025 12:00


What do baby watch and retirement planning have in common? Both come with nerves—and the need for a solid plan. In this episode, Frank and Frankie Guida dive into the emotional and financial uncertainties that come with approaching retirement. They break down how rising interest rates, market volatility, and outdated portfolio strategies can put your savings at risk. You’ll hear real-life examples of how adjusting risk tolerance and rebalancing investments can protect your future without sacrificing returns. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

5 Minutes Podcast with Ricardo Vargas
In the Eye of the Storm: How to Stay Calm Amid Uncertainty

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Jul 13, 2025 6:13


In this episode, Ricardo talks about the importance of staying calm when everything seems out of control. He shares eight practical tips for dealing with moments of chaos in projects — from doing a reality check to taking care of your well-being. Ricardo highlights that under pressure, common sense is often the first thing to go, and impulsive decisions tend to make things worse. That's why creating strategic pauses, seeking support from trusted people, and going back to the basics of the project can be key to regaining focus. By communicating clearly and accepting uncertainty as part of the process, the project manager can navigate with balance even in the middle of turbulence. Listen to the podcast to learn more.

5 Minutes Podcast com Ricardo Vargas
No Olho do Furacão: Como Manter a Calma em Meio à Incerteza

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Jul 13, 2025 6:21


Neste episódio, Ricardo fala sobre a importância de manter a calma quando tudo parece fora de controle. Ele compartilha oito dicas práticas para lidar com momentos de caos em projetos — desde fazer uma análise realista até cuidar do próprio bem-estar. Ricardo destaca que, diante da pressão, o bom senso costuma ser o primeiro a desaparecer, e que decisões impulsivas tendem a agravar a situação. Por isso, criar pausas estratégicas, buscar apoio de pessoas de confiança e voltar ao básico do projeto pode ser fundamental para retomar o foco. Ao comunicar com clareza e aceitar a incerteza como parte do processo, o gestor consegue navegar com equilíbrio mesmo em meio à turbulência. Escute o podcast para saber mais.

Everyday MBA
Investment Strategies for Entrepreneurs

Everyday MBA

Play Episode Listen Later Jul 12, 2025 22:52


Mike Paulus shares investment strategies for entrepreneurs. Mike is the founder of PCM Encore, a fiduciary wealth management firm that builds customized portfolios using proprietary technology. He's an expert in portfolio management and capital efficiency. Listen for six action items you can use today to navigate current market challenges, build resilient portfolios, and your reach long-term financial goals. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

Mission Money
Quant-Stratege: So schlägt man langfristig wirklich den Markt

Mission Money

Play Episode Listen Later Jul 12, 2025 65:36


Heute mal ein etwas anderer Deep-Dive in die Welt der Daten und der Quant-Strategien an den Finanzmärkten. Wie sprechen mit Erhard Radatz, als Global Head of Portfolio Management bei Invesco oberster Quant-Stratege, über die großen Mogelpackungen beim Investieren. Der vielen als Allheilmittel gepriesene MSCI World? Hat langfristig Schwächen. Klassische Smart-Beta-Modelle, oft als Wunder-ETFs gepriesen? Brauch eigentlich kein Privatanleger. Die KI? Wird im Portfolio-Management absolut überschätzt. Wir klären, wie es Erhard und sein Team schaffen, über viele Jahre die großen Indizes zu schlagen, wie richtige Diversifikation aussieht und warum sich Privatanleger so viel genauer damit beschäftigen sollte. Kurz: Weil sie der einzige Free Lunch an der Börse ist.

Where We Buy: Retail Real Estate with James Cook
Electrify America's EV Charging Strategy for Shopping Centers - Where We Buy #342

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later Jul 11, 2025 28:11


Brandy Mathie is Director of Site Acquisition and Portfolio Management at Electrify America, the largest open hyper-fast electric vehicle charging network in the U.S. Mathie explains the company's growth, future goals, and the logistics of deploying charging stations in retail locations. She also covers customer experience, ideal site locations, and the increasing demand for EV infrastructure.  James Cook is the Director of Retail Research in the Americas for JLL.  Keisha Virtue is Retail Research Manager for JLL. James Cook is the director of retail research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  YouTube: http://everythingweknow.show/ Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

Market MakeHer Podcast
97. Investing Jargon Demystified Part 2

Market MakeHer Podcast

Play Episode Listen Later Jul 11, 2025 29:43


The investing world has a lot of jargon. It can sometimes seem like another language. But it's not hard to learn, you just need the right teacher to teach you the terms in the right order. Because just like your money compounds with interest, so does your investing knowledge. ;)Check out Part 1 of Investing Jargon (episode 33 or 94) where we covered the first 19 terms that build upon each other. For example, you have to know what capital is before you understand “capital appreciation” or how a stock is defined before you understand stock exchange and stock market. In this episode, Part 2, we cover 11 new essential investing terms that make sense after you learn those previous terms. Learn how to understand the finance-bros from your finance-sis and become fin-fluent.

Rich Habits Podcast
Q&A: Preparing for a Recession, Invest $37K or Pay Off the Car, & Active Portfolio Management

Rich Habits Podcast

Play Episode Listen Later Jul 10, 2025 48:49


Thank you for your patience as I navigate this incredibly difficult time in my life. I'm grateful to have the opportunity to record weekly podcast episodes for you all, and I plan to jump back on the saddle as soon as I can. ---In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---Sign up for the⁠ ⁠⁠Rich Habits Newsletter⁠⁠⁠ and join 52K+ like minded investors in receiving weekly market updates,⁠ ⁠⁠click here!⁠⁠⁠---

The Dividend Guy Blog Podcast
These Stocks are Down 20%+... Buy More or Sell?

The Dividend Guy Blog Podcast

Play Episode Listen Later Jul 9, 2025 44:56


What should you do when a stock you own is down 20%, 30%, or even 40%? We review major names like UnitedHealth, and six others that are currently in the red. But instead of reacting emotionally, Mike shares a clear, practical decision-making framework. Whether you're holding long-time favorites or recent disappointments, decide if it's time to sell, wait, or buy more. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

ETF Prime
Inside Dimensional's ETF Surge and Multi-Share Class Pursuit with Joel Schneider

ETF Prime

Play Episode Listen Later Jul 8, 2025 67:19


Joel Schneider, Deputy Head of Portfolio Management at Dimensional, discusses the firm's milestone as the first issuer to surpass $200 billion in actively managed ETF assets.  He also delves into the hidden costs of traditional index funds and Dimensional's pursuit...

5 Minutes Podcast with Ricardo Vargas
Not Every Project Has to Be Straight: The Magic of Frank Gehry

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Jul 6, 2025 2:32


In this episode, Ricardo visits the Marqués de Riscal winery, highlighting the hotel designed by Frank Gehry as an example of creativity outside the box. He reflects on how disruptive ideas, like this architectural work made of titanium and stainless steel, often emerge when rigid frameworks are abandoned and “ordered chaos” is explored. Ricardo emphasizes that, in projects, thinking outside the box can lead to genuine innovations. He also points out that striking design has become the winery's main business, attracting tourists more than wine production itself. Listen to the podcast to learn more.

5 Minutes Podcast com Ricardo Vargas
Nem Todo Projeto Precisa Ser Reto: A Mágica de Frank Gehry

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Jul 6, 2025 2:39


Neste episódio, Ricardo visita a vinícola Marqués de Riscal, destacando o hotel projetado por Frank Gehry como exemplo de criatividade fora dos padrões. Ele reflete sobre como ideias disruptivas, como essa obra arquitetônica feita de titânio e aço inox, muitas vezes surgem quando se abandona frameworks rígidos e se permite explorar o "caos ordenado". Ricardo ressalta que, em projetos, pensar fora da caixa pode gerar inovações reais. Além disso, destaca que o design impactante tornou-se o principal negócio da vinícola, atraindo turistas mais do que a própria produção de vinho. Escute o podcast para saber mais.

The Family Office Sherpa
The Burden Of Cash Holdings

The Family Office Sherpa

Play Episode Listen Later Jul 6, 2025 20:51


Shaun provides insights into cash, the asset class that can cause significant operational and portfolio management complexity. He illistrates what good looks like, what to avoid and what questions families should ask themselves.  It's important to note that we are discussing how family offices can manage cash at an operational level and not advocating for any individual or type of cash products in this episode.  The UBS report mentioned can be found here: https://www.linkedin.com/posts/shaun-parkin-41973425_ubs-quarterly-activity-7315592733526536193-ATLF? Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.

InvestTalk
Friday 4th of July Show - Best of Caller Questions

InvestTalk

Play Episode Listen Later Jul 4, 2025 46:55


In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Moose on The Loose
Retirement Portfolio management in Trump Era

Moose on The Loose

Play Episode Listen Later Jul 4, 2025 12:06


The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about managing your portfolio at retirement during the Trump Era It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars

The Unstoppable Podcast
Domaining 101 With Josh Reason (josh.co), Ish Milly, & Brady

The Unstoppable Podcast

Play Episode Listen Later Jul 3, 2025 83:38


Chapters 00:00 Introduction and Background of Guests02:33 Domain Investment Strategies and Market Trends05:17 The Value of Domain Transfers and On-Chain Features07:43 Web3 Domains and Their Liquidity09:56 Building a Domain Marketplace: Challenges and Insights16:23 The Future of Domain Investing and Marketplaces29:09 The Importance of Transparency in Domain Sales31:27 Market Trends and Economic Impact on Domain Sales33:36 Portfolio Strategies: Quality vs. Quantity in Domain Names35:03 TLD Preferences: Navigating the Domain Landscape37:21 Outbound Strategies: Marketing Your Domain Names40:13 Playing Trends: Timing and Quality in Domain Registration44:09 Pricing Strategies: Determining the Value of Domain Names54:08 Audience Feedback and Recent Domain Sales Discussion55:38 The Value of Domain Names58:51 Finding Opportunities in Domain Acquisition01:01:46 Trends in On-Chain Domain Names01:03:43 The Role of Exact Match Domains01:06:56 Recent Domain Acquisitions and Strategies01:09:44 Novelty Domain Names and Their Potential  Check out $5 .com Fridays and $5.52 .com transfers for up to $2000 in discounts. Only at https://unstoppabledomains.com

360 One Firm (361Firm) - Interviews & Events
361Firm Briefing "Shock Averted, Now What?" & Deep Dive on "2H 2025 Tech Investing" July 1, 2025

360 One Firm (361Firm) - Interviews & Events

Play Episode Listen Later Jul 2, 2025 100:20


361Firm Briefing "Shock Averted, Now What?" & Deep Dive on "2H 2025 Tech Investing" July 1, 2025Transcript: https://361.pub/july1briefingSUMMARYThe meeting discussed the current state of the global economy and tech investing. Stephen Burke highlighted a 19% S&P 500 drop and the impact of de-escalation between Israel and Iran. He emphasized the importance of Fed independence and the potential for rate cuts. Rafiq Ahmed from Chicago Ventures discussed Midwest investment opportunities, noting a 65% valuation advantage over the West Coast. Julia Monfrini from Pace Healthcare emphasized the potential for outsized returns in healthcare tech, citing a 2.53x DPI for her fund. Nelson Stacks from Waveguide shared insights on out-licensing technology from universities. The panel also explored strategies for navigating the current venture capital environment. The meeting discussed the healthcare sector's shorter investment timelines compared to traditional tech ventures, with biotech funds completing phases in under five years. Rafiq Ahmed highlighted the growing use of DAFs in venture and PE investments. J.P. Keating shared a report on the US VC market, emphasizing Midwest trends. Spencer Walker noted MIT and Stanford's success in tech transfer. Parth Vakil praised Austin's tech innovation. The discussion also covered the challenges of secondary markets, IPO dynamics, and effective portfolio management. Upcoming events were planned in Newport, New York, Hamptons, London, and various international locations, with a focus on tax updates and manufacturing hubs. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Money News with Ross Greenwood: Highlights
Stuart Eliot, AMP Head Of Portfolio Management

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jul 2, 2025 10:25


Even with volatility enveloping every corner of the market in the last six months, many super funds were able to use US investments to outperform the ASX.See omnystudio.com/listener for privacy information.

Success in the New Retirement
Navigating the New Retirement Landscape

Success in the New Retirement

Play Episode Listen Later Jul 1, 2025 15:45


In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the current state of 401(k) accounts, the impact of market volatility on retirement portfolios, and the importance of having a solid financial plan. They emphasize the need for effective risk management and the emotional aspects of investing, particularly during turbulent times. The conversation also covers what new clients can expect during their initial consultation with Acute Wealth Advisors, highlighting the importance of understanding one's financial situation and the potential pitfalls of common investment strategies. 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.

Credit Union Conversations
Ep. 87 - Checking In With Ellen Thorn

Credit Union Conversations

Play Episode Listen Later Jul 1, 2025 27:44 Transcription Available


Welcome to Credit Union Conversations. Host and CEO of MBFS, Mark Ritter, dives into the world of business lending with Chief Administrative Officer Ellen Thorn. In this episode, they reflect on MBFS's impressive growth from $750 million to nearly $3 billion in assets and explore Ellen's professional journey to her pivotal role at MBFS. You'll gain insights into building strong third-party relationships through effective communication, respect, and trust, as well as strategies for successful portfolio management. Additionally, Ellen shares her perspective on navigating regulatory challenges, including risk management and cybersecurity, offering a glimpse into the future of the credit union industry.IN THIS EPISODE:(00:00) Intro: Meet Ellen Thorn(01:35) Ellen's career journey and her current role at MBFS(03:22) MBFS has grown from $750 million to nearly $3 billion in assets(06:49) The importance of communication, respect, and shared goals for successful partnerships(09:19) Communication breakdown and loss of trust are common issues in third-party relationships(15:51) Ellen highlights the importance of relying on MBFS and constant communication for smooth portfolio management(23:27) Ellen outlines regulatory focus on risk management, compliance, and cybersecurity and gives her thoughts on the futureKEY TAKEAWAYS: MBFS has grown significantly from $750 million to nearly $3 billion in assets under management, with staff increasing from 16 to over 50, reflecting substantial organizational and geographic expansion.Successful third-party relationships rely on communication, mutual respect, and shared goals, with proactive engagement and trust being critical to smooth operations.Effective portfolio management requires constant communication and customization. Credit unions that actively engage with MBFS experience smoother operations compared to those that don't.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInEllen Thorn - LinkedInBIOGRAPHY:Ellen Thorn is a finance and accounting professional with over 10 years of achievement within the commercial real estate finance and funds management industries. Extensive experience working in middle and back office operations, including risk management, legal, treasury, budgeting, trade support, investor services, IT, finance, and accounting. Excellent communicator with emphasis on building strong client relationships. Recognized as a resourceful colleague who engineers change and is committed to achieving corporate objectives.KEYWORDS: Credit Union, MBFS, Business Lending, Chief Administrative Officer, Communication, Commercial Real Estate, Asset Under Management, Growth, PPP Era, Communication, Trust, Third-Party Relationships, Portfolio Management, Due Diligence, Regulatory Environment, Risk Management, Cybersecurity, Loan Servicing, Client Reporting

Retirement Key Radio
How to Make Your Nest Egg Juicy

Retirement Key Radio

Play Episode Listen Later Jul 1, 2025 19:43


What does it mean to turn your nest egg into a “juicy” retirement paycheck? In this episode, Abe Abich unpacks practical strategies for transforming your savings into sustainable income. He breaks down four common retirement tips—withdrawal strategies, money market funds, annuities, and bonds—and explain how to tailor them to your goals. Whether you're planning your “go-go” years or thinking about legacy, this conversation offers a grounded look at building a retirement roadmap that fits your lifestyle. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

5 Minutes Podcast with Ricardo Vargas
The Fear That Sabotages Your Projects — And How to Overcome It

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Jun 29, 2025 4:42


In this episode, Ricardo discusses the impact of fear on project management and the role of psychological safety in transforming fear into positive and effective actions. Fears such as making mistakes, being judged, or losing your job can silence teams, hindering decisions and innovation. Psychological safety, a concept developed by Amy Edmondson, allows people to express themselves without fear of punishment. Leaders play a fundamental role in demonstrating vulnerability and encouraging participation. This does not eliminate discipline, but it dissociates it from fear, replacing it with respect and trust. Authoritarian cultures can generate quick results, but they compromise the team's potential. To reduce fear, genuinely listen to your team and share your own concerns. Projects are made by people, and people need trust. Listen to the podcast to learn more!

5 Minutes Podcast com Ricardo Vargas
O Medo Que Sabota Seus Projetos — E Como Vencê-lo

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Jun 29, 2025 4:54


Neste episódio, Ricardo aborda o impacto do medo no gerenciamento dos projetos e o papel da segurança psicológica em transformar o medo em ações positivas e eficazes. Medos tais como errar, ser julgado ou perder o emprego, podem silenciar as equipes, prejudicando decisões e inovações. A segurança psicológica, conceito de Amy Edmondson, permite que pessoas se expressem sem medo de punição. Líderes têm papel fundamental ao demonstrar vulnerabilidade e incentivar a participação. Isso não elimina disciplina, mas a dissocia do medo, substituindo-o por respeito e confiança. Culturas autoritárias podem gerar resultados rápidos, mas comprometem o potencial do time. Para reduzir o medo, ouça genuinamente sua equipe e compartilhe suas próprias dúvidas. Projetos são feitos por pessoas, e pessoas precisam de confiança. Escute o podcast para saber mais!

Financial Straight Talk
Best Of: The missing piece?

Financial Straight Talk

Play Episode Listen Later Jun 24, 2025 13:49


Sometimes the thing you aren't thinking about can be the one missing piece to the puzzle. In a lot of retirement portfolios, it's long-term care. Jim Fox tells us what we need to know about this crucial piece and how to make sure it's not a gap in your retirement plan. Ready to connect with Jim today? Get some Financial Straight Talk!See omnystudio.com/listener for privacy information.

Your Family And Your Retirement
Weatherproofing Your Retirement: Strategies for Stability

Your Family And Your Retirement

Play Episode Listen Later Jun 24, 2025 11:39


In this episode, the importance of preparing for financial uncertainties in retirement, likening it to weatherproofing against storms. They explore the influence of social media on investment decisions, cautioning against following financial influencers without proper guidance. The conversation also touches on the psychological effects of spending habits, particularly in relation to the 'Target effect', and emphasizes the need for strategic tax planning in retirement, including the benefits of Roth IRAs. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

5 Minutes Podcast with Ricardo Vargas
When the Brazilian Way Becomes a Trap: The Risk of Normalizing Improvisation

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Jun 22, 2025 4:43


In this episode, Ricardo discusses the “Jeitinho Brasileiro” — the Brazilian way of solving problems creatively, often with limited resources. While this ingenuity is a strength, it becomes risky when improvisation turns into standard practice. He shares a story of a glass installer who used chewing gum instead of putty, which worked but became a habit. In projects, this mindset can lead to poor documentation, rushed timelines, and weak planning. Flexibility is vital, but it must not replace structured processes. True project maturity comes from building sustainable systems, not relying on last-minute fixes. Creativity should be embraced, but always directed toward lasting, professional solutions, not temporary patches. Listen to the podcast to learn more!

5 Minutes Podcast com Ricardo Vargas
Quando o Jeitinho Brasileiro Vira Armadilha: O Risco de Normalizar o Improviso

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Jun 22, 2025 4:28


Neste episódio, Ricardo reflete sobre o “Jeitinho Brasileiro”, destacando nossa criatividade em resolver problemas com poucos recursos. Embora essa habilidade seja admirável, ela se torna perigosa quando improvisos viram padrão. Ele conta a história de um instalador de vidro que usou chiclete no lugar de massa para fixar um vidro, e depois passou a adotar isso como prática. Ricardo alerta que, em projetos, essa mentalidade leva à improvisação constante, prazos apressados e falta de estrutura. Flexibilidade é essencial, mas não pode substituir planejamento. A verdadeira maturidade em projetos está em criar processos sustentáveis. Criatividade deve ser canalizada para soluções duradouras, não apenas para “remendos” de última hora. Escute o podcast para saber mais!

Absolute Business Mindset podcast
Leveraging AI Investing for Business Growth with Alexander Harmsen

Absolute Business Mindset podcast

Play Episode Listen Later Jun 16, 2025 59:48


Send us a textIn this enlightening episode of Business Growth Talks, host Mark Hayward sits down with Alexander Harmsen, a prominent figure in the tech and finance industries. Known for his role in reinventing wealth management through Portfolio Pilot, Harmsen shares his journey and insights into leveraging AI for financial optimization. The discussion traverses Harmsen's experiences, from his early endeavors with NASA and founding Iris Automation to his visionary work with Portfolio Pilot, capturing the essence of using technology to solve real-world problems and enhance financial decision-making.The episode delves into the intricacies of AI in the financial sector, with Harmsen shedding light on how Portfolio Pilot integrates advanced AI models to provide personalized financial advice. By analyzing diverse data sets and historical financial trends, the platform offers proactive strategies tailored to individual needs, challenging the traditional financial advisory landscape. Through key insights, Harmsen details the importance of execution in business innovation and the value of turning curiosity into impactful ventures. This episode is a must-listen for entrepreneurs and investors interested in harnessing AI for strategic financial growth and understanding the future of investment advisory services.Key Takeaways:Alexander Harmsen's journey from working on AI systems for NASA to creating a democratized financial advisory tool with Portfolio Pilot highlights the power of technology in transforming industries.Portfolio Pilot uses AI to offer unbiased financial advice by analyzing user portfolios and identifying optimization opportunities, democratizing access to hedge fund-level strategies.AI's most significant contribution to finance is in personalization and proactive advice, a key point Harmsen emphasizes over mere computational tasks like data analysis.Harmsen underscores the significance of coupling vision with tangible daily actions, a practice that has driven the success of both Iris Automation and Portfolio Pilot.The episode dissects the financial advisor industry's landscape, illustrating the discrepancy between traditional services and what AI-driven platforms can offer.Resources:Portfolio Pilot WebsiteAlexander Harmsen on Twitter: @AlexHarmEmbark on this insightful journey of innovation and financial strategy by diving into the full episode. Stay tuned for future episodes of Business Growth Talks, where we continue to explore the fascinating intersections of technology and entrepreneurship.Support the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts

5 Minutes Podcast with Ricardo Vargas
According to PwC, AI Has Already Changed the Game — And You Can't Keep Playing in the Past

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Jun 15, 2025 5:15


In this episode, Ricardo discusses insights from PwC's 2024 AI Jobs Barometer, analyzing 500 million job postings across 15 countries. He shows that AI-exposed sectors like IT and project management see 4.8x higher productivity. Jobs requiring AI skills grow three times faster and offer a 25% wage premium. AI's biggest impact comes from everyday professionals using tools like ChatGPT. Skills in AI-exposed roles shift 20% faster, urging continuous learning. AI enables smaller, more efficient teams and introduces new risks. Importantly, AI drives not only efficiency but also innovation and new business models, making it essential for project managers to adapt and evolve. Listen to the podcast to learn more!

5 Minutes Podcast com Ricardo Vargas
Segundo a PwC, a IA Já Mudou o Jogo — E Você Não Pode Continuar Jogando No Passado

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Jun 15, 2025 5:50


Neste episódio, Ricardo discute insights do Barômetro de Empregos em IA de 2024 da PwC, que analisa 500 milhões de vagas de emprego em 15 países. Ele mostra que setores expostos à IA, como TI e gerenciamento de projetos, apresentam produtividade 4,8 vezes maior. Empregos que exigem habilidades em IA crescem três vezes mais rápido e oferecem um prêmio salarial de 25%. O maior impacto da IA ​​vem de profissionais comuns que usam ferramentas como o ChatGPT. As habilidades em funções expostas à IA mudam 20% mais rápido, incentivando o aprendizado contínuo. A IA possibilita equipes menores e mais eficientes e introduz novos riscos. É importante ressaltar que a IA impulsiona não apenas a eficiência, mas também a inovação e novos modelos de negócios, tornando essencial que os gerentes de projeto se adaptem e evoluam. Escute o podcast para saber mais!

Weekend Breakfast with Africa Melane
The Retirement Tightrope

Weekend Breakfast with Africa Melane

Play Episode Listen Later Jun 14, 2025 19:26


CapeTalk’s Sara-Jayne Makwala King is joined on Weekend Breakfast by Mark Philipps, Head of Portfolio Management & Analytics at PPS Investments. Weekend Breakfast with Sara-Jayne Makwala King is the weekend breakfast show on CapeTalk. This 3-hour morning programme is the perfect (and perky!) way to kickstart your weekend. Author and journalist Sara-Jayne Makwala-King spends 3 hours interviewing a variety of guests about all things cultural and entertaining. The team keeps an eye on weekend news stories, but the focus remains on relaxation and restoration. Favourites include the weekly wellness check-in on Saturdays at 7:35am and heartfelt chats during the Sunday 9am profile interview. Listen live on Primedia+ Saturdays and Sundays between 07:00 and 10:00am (SA Time) to Weekend Breakfast with Sara-Jayne Makwala-King broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/AgPbZi9 or find all the catch-up podcasts here https://buff.ly/j1EhEkZ Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

WealthStack
The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish

WealthStack

Play Episode Listen Later Jun 13, 2025 34:11


Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at scale, without blowing up the back office? In this episode of the WealthStack podcast, Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI. Govinda brings a global … Read More Read More

Bloomberg Daybreak: Asia Edition
Trump Says He'll Set Unilateral Tariffs; China's Biotech Boom

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jun 12, 2025 16:43 Transcription Available


US equity-index futures dipped along with the dollar after President Donald Trump said he will set unilateral tariff rates within two weeks, dialing up trade tensions once again. The comments come a day after Chinese and US officials struck a positive tone following their talks to dial down trade tensions. Amid US talking with countries including India and Japan to lower the levies, some investors see Trump's comments as an effort to ramp up urgency in talks. We talk markets with Zachary Hill, Head of Portfolio Management at Horizon Investments. Plus - China's biotech industry is gaining momentum, with Pfizer and Bristol-Myers Squibb making billion-dollar deals with Chinese companies to license experimental cancer drugs. The industry is expected to continue growing, driven by factors such as US President Donald Trump's economic policies, cheaper and easier human testing in China, and an abundance of young and affordable engineering talent. We check in with Shuli Ren, Bloomberg Opinion Columnist, for a closer look at the sector.See omnystudio.com/listener for privacy information.

The Remarkable Leadership Podcast
The Psychology of Leadership with Sébastien Page

The Remarkable Leadership Podcast

Play Episode Listen Later Jun 11, 2025 33:47 Transcription Available


How can lessons from sports and psychology transform the way we lead, especially when the pressure is on? Kevin is joined by Sebastien Page to explore how high-performance mindsets from sports apply to leadership. They discuss how goal-induced blindness, where an intense focus on achieving goals can obscure ethical or practical considerations, impacts leaders and organizations. Sebastien shares how strong relationships, not fame or fortune, are the most significant predictors of long-term happiness and fulfillment. The episode also highlights a few of the eighteen principles from the book, including: Don't Die on Everest – The dangers of goal-induced blindness. Think About Death – Why zooming out to the end of your life can sharpen your focus today. Listen For 00:00 Introduction: Leadership and Self-Awareness 01:03 Book Promo: Flexible Leadership 01:57 Guest Introduction: Sebastien Page 03:21 Opening Banter and Book Discussion Kickoff 03:54 Sebastien's Journey from Finance to Leadership Psychology 05:34 Key Insight: Sports Psychology Isn't About Winning 07:13 Federer's 54% Win Rate and the Power of Marginal Gains 08:04 Not a Book About Sports but About Resilience 09:19 Why Positive and Personality Psychology Matter 10:05 The Gummy Bear Story: Ethics vs. Goals 13:18 Positive Psychology's Key Finding: Relationships Matter Most 14:36 Goals, Leadership, and Broader Impact 17:17 Principle 1: Don't Die on Everest 20:19 How to Recognize and Avoid Goal-Induced Blindness 24:07 Principle 11: Think About Death 26:01 Stephen Covey's Influence and the Book Title Journey 27:21 Applying These Ideas to Your Team 28:24 Counterintuitive Leadership Lessons 29:59 Fun and Reading: Running and Billionaire Biographies 31:29 Where to Connect with Sebastien 32:13 Kevin's Final Question: Now What 32:55 Wrap-Up: Climbing Everest or Not Sébastien's Story: Sébastien Page is the author of The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He has more than two decades of leadership experience and has done extensive research on positive, sports, and personality psychology. He currently oversees a team of investment professionals actively managing over $500 billion in Assets Under Management. He has also written two finance books: Beyond Diversification: What Every Investor Needs to Know, and the co-authored Factor Investing and Asset Allocation, and he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV, and in 2022 was named a Top Voice in Finance by LinkedIn. He has been quoted extensively in The New York Times, The Wall Street Journal, and Barron's. Sébastien lives in Maryland with his wife and kids. This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! by Sébastien Page Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son by Lionel Barber The Nvidia Way: Jensen Huang and the Making of a Tech Giant by Tae Kim Like this? Seeing Your Blind Spots with Marisa Murray Leading From the Inside Out with Errol Doebler Win the Inside Game with Steve Magness Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP  

A Better Way Financial Podcast
Tariffs and Avoiding the Common Pitfalls of Timing the Market

A Better Way Financial Podcast

Play Episode Listen Later Jun 10, 2025 10:59


Are you unknowingly taking on too much risk in your retirement portfolio? Frank and Frankie Guida explore how retirees can balance market exposure with safer financial options like fixed index annuities and alternative strategies. Through relatable anecdotes, they shed light on key decisions impacting income planning, portfolio risk, and long-term growth goals. Listeners will gain insights into structuring investments to weather market volatility and optimizing savings for a fulfilling retirement lifestyle, covering topics like income sustainability, safe money alternatives, and avoiding common pitfalls of timing the market. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Off The Wall
Planning Around Stock Compensation: Taxes, Timing, and Down Markets with Emily M. Harper, CFP®

Off The Wall

Play Episode Listen Later Jun 9, 2025 24:47


If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky. From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities. Strategies like mapping out your vesting schedule and cash needs can keep you focused and on track during market swings. If you're an executive with stock compensation, this conversation will help you understand how to make informed decisions and respond with intention, instead of emotion. Resources Mentioned in the Episode: What is Direct Indexing and How Does it Work? with Pat McStay Top Executive Compensation Strategies You Should Know with Laura Balser     Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Important Disclosure 1:00 Introduction to Stock-Based Compensation 1:40 Common Mistakes for Building Wealth Through Stock Compensation 2:40 Common Risk Mentalities of Executives  5:26 Assessing Concentration Risk 9:00 Building a Sell Strategy  15:40 Market Volatility and Stock Comp 22:00 Episode Wrap-Up and Resources 23:20 Important Disclosure   Connect with Monument Wealth Management:    Visit our website: https://bit.ly/monumentwealthwebsite     Follow us on Instagram: https://bit.ly/MonumentWealthIG     Connect on LinkedIn: https://bit.ly/MonumentWealthLI     Connect on Facebook: https://bit.ly/MonumentWealthFB     Connect on YouTube: https://bit.ly/YouTubeMWMFit    Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

Beer & Money
Episode 304 - What is Index Investing?

Beer & Money

Play Episode Listen Later Jun 9, 2025 20:38


In this episode of Beer and Money, Ryan Burklo and Alex Collins delve into the intricacies of index investing, particularly focusing on the S&P 500. They discuss common misconceptions about index investing, the importance of diversification, and the risks associated with over-concentration in large-cap stocks. The conversation also touches on the differences between active and passive investing strategies, emphasizing the need for a well-rounded approach to portfolio management. The hosts aim to educate listeners on making informed investment decisions and understanding the market dynamics that can impact their financial future. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Index investing is a passive strategy that replicates market performance. Many investors misunderstand the implications of being an index investor. The S&P 500 is heavily weighted towards a few large companies. Diversification is crucial, but not all index funds provide true diversification. Investing in smaller companies can yield higher returns over time. Market cap weighting can lead to over-concentration in a few stocks. Active investing strategies can still be relevant in today's market. Investors should be cautious of chasing past performance. Understanding the underlying assets in a portfolio is essential. A well-diversified portfolio can help mitigate risks during market downturns. Chapters 00:00 Understanding Index Investing 03:07 The S&P 500: A Closer Look 06:07 The Importance of Diversification 09:03 Active vs. Passive Investing 12:05 The Risks of Over-Concentration 14:58 Navigating Market Changes 17:50 Conclusion and Key Takeaways    

Prospect Research #Chatbytes
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

Prospect Research #Chatbytes

Play Episode Listen Later Jun 9, 2025 16:01


Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift. Connect with Bethany: LinkedIn Learn more: West Chester University Foundation  

5 Minutes Podcast with Ricardo Vargas
The Cost of Hurry: How Speed Undermines Project Quality

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Jun 8, 2025 3:32


In this episode, Ricardo discusses the dangers of prioritizing speed over strategy in project management. He says that being agile means adapting and learning quickly, not rushing in blindly. Urgency often leads to missed plans, poor decisions, and costly rework. Teams suffer under pressure, and when delays happen, they are unfairly blamed. Ricardo argues that a slower, more thoughtful start—with proper planning and stakeholder engagement—can accelerate long-term progress. He encourages leaders to educate stakeholders on the difference between rushing and smart acceleration. A realistic schedule is not a delay, but an investment in sustainable success. Listen to the podcast to learn more!

5 Minutes Podcast com Ricardo Vargas
O Preço da Pressa: Como a Urgência Afeta a Qualidade dos Projetos

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Jun 8, 2025 3:01


Neste episódio, Ricardo discute os perigos de priorizar a velocidade em detrimento da estratégia na gestão de projetos. Ele comenta que ser ágil significa adaptar-se e aprender rapidamente, e não correr às cegas. A urgência frequentemente leva a planejamentos ignorados, decisões equivocadas e retrabalho dispendioso. As equipes sofrem sob pressão e, quando ocorrem atrasos, são injustamente culpadas. Ricardo argumenta que um início mais lento e ponderado — envolvendo planejamento adequado e engajamento das partes interessadas — pode acelerar o progresso a longo prazo. Ele incentiva os líderes a educarem as partes interessadas sobre a diferença entre pressa e aceleração inteligente. Um cronograma realista não é um atraso, mas um investimento em sucesso sustentável. Escute o podcast para saber mais!

SAFe Business Agility Podcast
Mastering Lean Portfolio Management

SAFe Business Agility Podcast

Play Episode Listen Later Jun 4, 2025 39:55


“It's hard to master, yes, because there's so much value. You need to have the right people to help you disseminate that advice, to apply the right approach to implement it in your organization.” In this episode, Adam has an honest, transparent discussion about Lean Portfolio Management (LPM) with Darren Wilmshurst, managing director, and Ken France, VP enterprise agility practice, both at Cprime. Topics covered in the conversation include the evolution of Agile at scale and the increasing importance of portfolio management as organizations look to connect strategy with execution and move to a product operating model. A look at the results from the State of SAFe Report 2025, which shares data on how organizations are transforming with SAFe and highlights struggles they have with LPM. And Darren's and Ken's insights and advice for achieving mastery in LPM. Like what you hear? Connect with Darren and Ken on LinkedIn. Download the State of SAFe Report here. Explore SAFe courses here.  

Financial Straight Talk
Know what's in your plan, like Shaq

Financial Straight Talk

Play Episode Listen Later Jun 3, 2025 14:45


Shaquille O'Neal talked about investing in his favorite cereals early in his career and makes sure to only invest in things he understands. While it might not be cereal, Jim Fox knows that it's a good idea to know what is in your portfolio so you're not surprised when there might be changes in the market. And also, don't just buy something because someone tells you to. Let Jim Fox help you with some options to better your plan! Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Talking Billions with Bogumil Baranowski
The Sleuth Investor: How Chris Waller Uncovers Hidden Small Cap Gems

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Jun 2, 2025 50:16


Guest: Chris WallerFounder of Plural Investing, a seasoned investor known for his disciplined approach to small cap value investing. Chris identifies hidden gems through meticulous research with a keen focus on governance and management integrity.Chris defines success as becoming an expert in the small cap space, building a comprehensive knowledge database of companies, and having the freedom to direct his attention where he chooses.Key Discussion Points:Early Background and Investing Journey (03:17)Columbia Business School and Joel Greenblatt's Influence (06:08)"Sleuth Investing" Approach (11:37)Hidden Gems Investing (17:08)TerraVest Case Study (21:32)Corporate Governance and Management Integrity (28:06)Portfolio Management and Risk (33:49)Small Cap Misconceptions (38:40)Luxury Goods and Value Investing (44:31)Closing Thoughts

5 Minutes Podcast with Ricardo Vargas
Why Earned Value Still Matters — Even with AI

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Jun 1, 2025 3:19


In this episode, Ricardo talks about the ongoing importance of earned value analysis in project management. Despite advancements in AI, real-time dashboards, earned value remains a precise, structured, and effective tool—especially in complex environments. AI can automate data collection and forecasting, but it cannot replace human judgment. Metrics like the cost performance index (CPI) require interpretation to guide decisions. Earned value analysis integrates scope, time, and cost, providing actionable insights. Ricardo emphasizes that while technology enhances our tools, it doesn't replace core principles. He also announces an upcoming course on earned value application. Listen to the podcast to learn more!

Doug Casey's Take
They're Coming for Your Retirement Funds

Doug Casey's Take

Play Episode Listen Later May 30, 2025 55:23


Find us at www.crisisinvesting.com In this episode we discuss recent financial news including the UK's potential mandate for pension funds, and delve into the implications for US and Canadian investors. We cover a range of topics directed by questions from private group members, including the necessity of backup financial plans, the philosophy of good and evil in state politics, the reliability of certain investment metrics, and the choice of citizenship by investment programs. Doug also shares personal anecdotes about his move from Aspen to Virginia and offers advice on making wise investment choices given the current global economic and political climate. 00:00 Introduction and Member Questions Overview 00:16 Government Control Over Pension Funds 02:08 Women in Power and Economic Policies 04:42 Strategies for Financial Security 05:59 Plan B: Citizenship and Residency Investments 11:58 Defining Evil and the Role of the State 17:50 Common Complaints of the Elite 23:37 Investment Insights: Silver to Sugar Index 25:41 Market Dynamics and Investment in Silver 26:17 Real Estate Opportunities in Japan and Demographic Challenges 28:56 Technological Innovations and Geopolitical Implications 32:29 Relocating within the US: Factors to Consider 38:01 Investment Strategies and Portfolio Management 46:45 Exploring South American Retirement Spots 54:36 Final Thoughts and Weekend Speculations

The Acquirers Podcast
Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer's Multiple | S07 E17

The Acquirers Podcast

Play Episode Listen Later May 28, 2025 58:39


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Marcel Schwartz and Matthias X. Hanauer's paper published in the Journal of Portfolio Management: https://www.pm-research.com/content/iijpormgmt/51/6/28 (and the free SSRN version: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5043197)See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

InvestTalk
Bond Market's Power Grows as Rising Rates Loom

InvestTalk

Play Episode Listen Later May 17, 2025 46:38


The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains. Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market's Power Grows as Rising Rates Loom, RBLX - Roblox Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Debt, Portfolio Management, UNH - UnitedHealth Group Inc., AHOG - Koninklijke Ahold Delhaize N.V., GPK - Graphic Packaging Holding Co., Consumer Sentiment.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands

How to Be Awesome at Your Job
1056: Winning the Mental Game of Leadership with Sébastien Page

How to Be Awesome at Your Job

Play Episode Listen Later May 8, 2025 45:18


Sébastien Page explores how great leaders navigate failure, conflict, pressure, and purpose. — YOU'LL LEARN — 1) How agreeableness holds you back 2) How to know whether a goal is still worth pursuing 3) How to make stress work for you Subscribe or visit AwesomeAtYourJob.com/ep1056 for clickable versions of the links below. — ABOUT SÉBASTIEN — Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He has more than two decades of leadership experience and has done extensive research on positive, sports, and personality psychology. He currently oversees a team of investment professionals actively managing over $500 billion in Assets Under Management. Page has written two finance books: Beyond Diversification: What Every Investor Needs to Know, and the co-authored Factor Investing and Asset Allocation, and he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV, and in 2022 was named a Top Voice in Finance by LinkedIn. He has been quoted extensively in The New York Times, The Wall Street Journal, and Barron's. His latest book, The Psychology of Leadership, is on sale now from Harriman House. Page lives in Maryland with his wife and kids.• Book: The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! • LinkedIn: Sébastien Page• Website: PsychologyofLeadership.net — RESOURCES MENTIONED IN THE SHOW — • Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins • Book: Never Finished: Unshackle Your Mind and Win the War Within by David Goggins • Book: Open: An Autobiography by Andre Agassi • Book: Quit: The Power of Knowing When to Walk Away by Annie Duke • Book: The Coaching Habit: Say Less, Ask More & Change the Way You Lead Forever by Michael Bungay Stanier • Book: The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen Covey • Past episode: 727: How to Start Something New and See it Through with Michael Bungay Stanier— THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.