Podcasts about Portfolio management

We'd love to hear from you. What are your thoughts and questions?The conversation explores the impact of Reg CF under Title III of the Jobs Act, focusing on how it democratizes access to capital for founders and provides retail investors with growth stage deal flow. It highlights the strategies investors use to build portfolios and the importance of networking in crowdfunding.Main Points:Reg CF was designed to democratize access to capital.Investors can gain significant upside by investing early.There are investors with extensive portfolios in Reg CF.Networking is crucial for successful crowdfunding campaigns.Retail investors can access growth stage deals.The potential for high returns attracts diverse investors.Strategic outreach can enhance investment opportunities.Understanding the market is key for investors.Investing in multiple deals can mitigate risks.The crowdfunding landscape is evolving rapidly.Connect with Jason Fishman:jfishman@digitalnicheagency.comdigitalnicheagency.comhttps://www.linkedin.com/in/jafishman/https://www.youtube.com/@DigitalNicheAgencyhttps://calendly.com/jfishman/30min?month=2025-09

Kevin Brucher discusses essential financial strategies to consider before the year ends. He emphasizes the importance of tax loss harvesting, Roth conversions, and understanding required minimum distributions (RMDs). Kevin also highlights the significance of protecting personal finances amidst rising national debt and offers insights into health savings accounts and charitable giving. The conversation covers maximizing retirement contributions and the need for progressive tax reforms to address wealth inequality. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

In Episode 75 of Bid Out, we take another peak inside TD's recent Portfolio Management and Market Structure Conference to a fireside chat with Grant Vingoe, CEO of the Ontario Securities Commission.  In this wide-ranging discussion, Grant provides his perspective on the role of the regulator in Canada's fight for global capital and listings, steps the CSA has taken to help Canada's capital markets, the Commission's approach to market structure in light of the SEC's libertarian agenda and finally its oversight of digital assets, prediction markets and tokenization of securities including equities. This podcast was recorded on November 6, 2025. Chapter Times: 01:23    The SEC's Libertarian Agenda05:28    CBOE Views Canada as Non-Core13:29    Responding to Trump's America First Agenda21:00    Addressing Critical Views on ESG's Mission Creep25:04    What Canada Can Do to Make IPOs Great Again?33:54    Digital Asset Regulation in Canada37:23    Tokenization, Sports Betting and Prediction Markets43:07    When Does A Regulator Need to Protect Retail Investors? For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textThis wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure.Her top takeaway: prepare for the drawdown before it happens.https://familyoffices.com/

Are you letting market noise dictate your retirement peace of mind? Ryan Herbert & Lawrence Kiely dive into the crucial difference between chasing stock market gains and securing your monthly income for life. Discover why retirees who focus on income buckets can confidently tune out market volatility, maintain their lifestyle, and avoid the stress of sudden downturns. 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, Piotr Piekos sits down with Bernadette Treader, Head of Portfolio Management at Apollo's Smart Follow initiative, to explore how AI and augmented decision-making are reshaping the London market's approach to underwriting. Bernadette shares her journey from traditional actuarial work to leading one of the market's most forward-looking technology initiatives. Together, they discuss the evolution of follow capacity, the balance between automation and human oversight, and how smarter data use can transform underwriting performance.

In this episode, Ricardo discusses the new edition of PMBOK 8, which brings important changes more aligned with the real work of project managers. Based on nearly 48,000 data points and two rounds of global feedback, it has become more practical, clear, and value-oriented. The old 12 principles have been condensed into six more focused ones, while maintaining good project practices. The traditional five process groups return and now apply to predictive, agile, and hybrid projects. The old knowledge areas have evolved into seven performance domains: governance, scope, schedule, finance, stakeholders, resources, and risks. This edition also features 40 updated processes with integrated ITTOs and reinforces tailoring with practical examples, making the guide more applicable and balanced. Listen to the podcast to learn more!

Neste episódio, Ricardo fala sobre a nova edição do PMBOK 8, que traz mudanças importantes e mais alinhadas ao trabalho real dos gerentes de projetos. Baseada em quase 48 mil dados e duas rodadas de feedback global, ela se tornou mais prática, clara e orientada a valor. Os antigos 12 princípios foram condensados em seis mais focados, mantendo o bom comportamento em projetos. Os tradicionais cinco grupos de processos retornam e passam a valer para projetos preditivos, ágeis e híbridos. As antigas áreas de conhecimento evoluíram para sete domínios de desempenho: governança, escopo, cronograma, finanças, stakeholders, recursos e riscos. A edição também traz 40 processos atualizados com ITTOs integrados e reforça o tailoring com exemplos práticos, tornando o guia mais aplicável e equilibrado. Escute o podcast para saber mais.

Join Sammy Gordon, Jimmy Ibrahim and special guest Paul Dem to discuss how Buyer's Agents have transformed the Australian property market and the current investing landscape. The conversation covers the evolution of buyer's agents including why their presence in the market has exploded over recent years and what impact that's had on both investors and retail buyers. Paul Dem shares his personal journey from working in commercial real estate and property development through to his current role at APS, giving insight into the practical skills and strategic mindset required to succeed as a BA. The trio then break down why using a Buyer's Agent is almost essential in today's competitive market.  Gear up for a punchy and insightful discussion about how much the property game has changed, why buyer's agents now play a crucial role, and what investors should be thinking about to succeed moving forward. School of Property is the ultimate education destination to master property investment, with a curriculum meticulously designed and crafted with both beginners and experts in mind. Whether you are a complete novice, or you're ready to take things to the next level in your portfolio, this is the program for you! To find out more, head to www.schoolofproperty.com.au If you loved this episode please send it on to someone who would take some value, and please give us a 5 star review if you haven't yet and are loving the poddy! If you want your question answered on our podcast DM us on our socials or email us at apsteam@australianpropertyscout.com.au Send us your questions to: Instagram: @australianpropertyscout Want to book a call with us: Website: https://australianpropertyscout.com.au Any information, comments, opinions or content that we provide in this podcast is our general observations and information only and it is not to be taken as, or in any way, considered to be financial advice, accounting advice, superannuation advice or legal advice. We strongly recommend all and any listener and participant to obtain their own independent financial advice, accounting advice, superannuation advice and legal advice before acting in any way in relation to any investment at all including any investment in property such as what we might be discussing in this podcast. No warranty, guarantee or representation is to be taken and you cannot reproduce it in any way. Every persons financial or investment situation is different and you must consider your own circumstances before undertaking any investment and be sure to obtain independent advice. Australian Property Scout Pty Ltd | License Number: 10094798 | ABN: 64 638 266 369 Chapters (00:01:30) Welcome (00:06:30) Paul Dem's Journey Into Property & APS (00:11:30) Why APS & The Value of Buyer's Agents (00:16:30) The Explosion of Buyer's Agents & Market Impact (00:21:30) Off-Market Deals, Valuations & Insider Knowledge (00:26:30) Demand, Herd Mentality & Capital Concentration (00:31:30) Strategies: Buy & Hold vs. Advanced Investing (00:36:30) Navigating Rapid Growth & The Importance of Timing (00:41:30) Portfolio Management, Risk, and Market Median Myths (00:46:30) The New Investing Landscape & BA Competition (00:51:30) Regulation, Education, and Safeguarding Investments (00:56:30) Continuous Learning, Team Culture & Closing Thoughts

A typical RIA “tech stack” is comprised of 3 core pieces of software:CRMFinancial PlanningPortfolio ManagementBut what exactly does the generic sounding “portfolio management” tool do?Considering it is typically by far the most expensive piece of a tech stack, it's important to understand the role it would play in your practice.In this episode (#136) of the Transition To RIA question and answer series I explain:What a portfolio management tool is.How these tools came to be.How they align with other parts of a tech stack.And in some scenarios, whether you even need one to begin with!Come take a listen!P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.Show notes: https://TransitionToRIA.com/what-does-the-portfolio-management-tool-in-an-ria-tech-stack-do/About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors between $50M and $1B understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.

PitchMI crowns 4 winners: smarter hospital beds, powered campsites, satellite tech, and in-game ads—highlighting Michigan's dynamic startup ecosystem.Join our two startup experts — Alison Todak of the Michigan Economic Development Corporation (MEDC) and Pete Martin of the MSU Research Foundation — as they share how their organizations are helping to drive Michigan's startup momentum. They give us insight into their collaboration on the PitchMI startup competition, highlight the four winning innovations for 2025, and explore the state's thriving entrepreneurship and innovation ecosystem. 

In this episode, Ricardo discusses the role of luck and probability in project management. He explains that while luck can influence outcomes, it favors those who are prepared. Probability, he says, is not a prediction but a decision-making tool that helps manage uncertainty. Effective project managers turn randomness into results through preparation: identifying risks, creating contingency plans, defining triggers, and building buffers. Ricardo also warns against hindsight bias, which makes us underestimate luck after success. He recommends modeling uncertainty with scenarios, using simulations for high-risk decisions, protecting the critical path with buffers, and designing flexibility into projects. True management, he concludes, is not about eliminating luck but shaping how it affects outcomes—turning uncertainty into smarter choices and opportunities. Listen to the podcast to learn more!

Neste episódio, Ricardo discute o papel da sorte e da probabilidade na gestão de projetos. Ele explica que, embora a sorte possa influenciar os resultados, ela favorece aqueles que estão preparados. A probabilidade, segundo ele, não é uma previsão, mas uma ferramenta de tomada de decisão que ajuda a gerenciar a incerteza. Gerentes de projeto eficazes transformam a aleatoriedade em resultados por meio da preparação: identificando riscos, criando planos de contingência, definindo gatilhos e construindo reservas. Ricardo também alerta para o viés da retrospectiva, que nos faz subestimar a sorte após o sucesso. Ele recomenda modelar a incerteza com cenários, usar simulações para decisões de alto risco, proteger o caminho crítico com reservas e incorporar flexibilidade aos projetos. A verdadeira gestão, conclui ele, não se trata de eliminar a sorte, mas de moldar como ela afeta os resultados — transformando a incerteza em escolhas e oportunidades mais inteligentes. Escute o podcast para saber mais.

Episode 70 of Geopolitics is a bonus episode taken from a panel at our recent Portfolio Management and Market Structure Conference. Frank McKenna is joined by his TD colleague The Honorable Rona Ambrose, Deputy Chairwoman, TD Securities, and former leader of the Conservative Party in Canada, for a discussion that includes the on again off again trade negotiations between Canada and the US and a review of last week's budget in Canada. While Frank admits the budget was likely over-hyped and a disappointment, Rona takes direct aim at the fact the incumbent government clearly stated that younger generations will need to suffer and made no attempts to appease the interest of the other parties in parliament with its budget decisions. Frank admits he still does not know what Trump's end goal in trade negotiations with Canada is but believes the end deal between the two countries is likely to be much narrower than anticipated originally.    This podcast was recorded on November 6, 2025 Chapter Times: 02:09 - Trump's Real Motivation for Suspending Trade Negotiations20:33 - The View Inside the Republican Party on Trade23:09 - Supreme Court Appears Skeptical of Trump's Use of IEEPA28:14 - Signals from Off Cycle US Elections34:54 - Gerrymandering41:07 - First Take on Canada's Budget For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Managing Intel's thousands of applications and millions of IT resources (such as identities, Domain Name System (DNS) records, accounts, certificates,...

In this episode:Why extreme bearish sentiment often precedes market recoveriesThe role of relative strength in identifying global equity opportunitiesHow Dantes Outlook is adapting its allocation framework amid shifting leadershipThe importance of staying systematic and globally diversified through volatilityFor full portfolio updates and performance insights:

What if the secret to retirement isn’t a product, but a plan built around your life? Jim Fox shares why thinking outside the box—and beyond sales pitches—leads to financial independence. Learn how knowledge, tax strategy, and personalized planning can help you spend wisely, enjoy your money, and avoid common pitfalls. Discover real stories of retirees living life on their terms, and why understanding your own goals is the key to a fulfilling retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how today's market update ties directly into smarter portfolio management and building a Tax Efficient Portfolio for your non-IRA accounts. From headlines about new highs to rate cuts and tariffs, they translate noise into strategy—focusing on tax planning, tax strategy, and tax efficiency so you can secure your retirement with confidence.Listen in to learn about using Direct indexing with Tax loss harvesting to mirror an index while managing investment taxes, handling concentrated stock positions, and customizing holdings (think: Index replication without the positions you don't want). You'll also hear practical retirement planning strategies to stay diversified, manage risk, and plan for retirement so you're retiring comfortably with a clear retirement checklist and a resilient approach to Retirement Investing and Investment risk management.In this episode, find out:· How recent Fed moves and headlines factor into a pragmatic market update and what that means for Retirement Planning and risk management.· The core–tactical–bonds/alternatives blend that creates a Diversified portfolio beyond just stocks to smooth volatility.· What Direct indexing is, how Index replication works with 50–75 stocks, and why Tax loss harvesting can add meaningful tax alpha.· Ways to unwind a concentrated position (e.g., long-held company stock) using harvested losses and a phased Capital gains strategy.· How to tailor portfolios (even in IRAs) to exclude specific stocks while still tracking an index—supporting your personalized planning retirement goals.Tweetable Quotes:· “We're not stock-picking heroes—we're replicating the index and using tax efficiency to your advantage.” — Radon Stancil· “With Direct indexing, you can make money and harvest losses at the same time—powerful for investment taxes in non-IRA accounts.” — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!"To access the course, simply visit POMWealth.net/podcast.

In this episode, Ricardo explains why executives need to understand the logic of project management to make informed strategic decisions. Projects drive organizational changes, such as digital transformation, new products, entry into new markets, and mergers. Without understanding how projects add value and manage risk, leaders may fail to connect strategy to execution. Many focus only on "normal functioning," but the future depends on "business as change." By understanding the dynamics of projects, executives ask better questions, support teams effectively, and build a results-oriented culture. This knowledge helps them keep pace with the organization, prioritize efficiently, and see failures as learning opportunities. True leadership requires learning to think like a project, not like tools, but like governance, critical thinking, and value creation. Listen to the podcast to learn more!

Neste episódio, Ricardo explica por que os executivos precisam entender a lógica da gestão de projetos para tomar decisões estratégicas embasadas. Projetos impulsionam mudanças organizacionais, como transformação digital, novos produtos, entrada em novos mercados e fusões. Sem entender como os projetos agregam valor e gerenciam riscos, os líderes podem não conseguir conectar a estratégia à execução. Muitos se concentram apenas no "funcionamento normal", mas o futuro depende de "negócios como mudança". Ao compreender a dinâmica dos projetos, os executivos fazem perguntas melhores, apoiam as equipes de forma eficaz e constroem uma cultura orientada a resultados. Esse conhecimento os ajuda a acompanhar o ritmo da organização, priorizar com eficiência e enxergar as falhas como oportunidades de aprendizado. A verdadeira liderança exige aprender a pensar como um projeto, não como ferramentas, mas como governança, pensamento crítico e criação de valor. Escute o podcast para saber mais.

Topics Covered:High-beta vs. low-volatility stock performanceWhy narrow market breadth can lead to leadership shiftsSigns of improving fundamentals after a mild earnings recessionThe impact of new small-business tax cuts on growth and jobsThe case for quality stocks in a late-cycle environmentGlobal opportunities in value and emerging-market equitiesKey Takeaway:Rotation and selectivity — not just momentum — will shape the next leg of this market.Visit us at dantesoutlook.com

What if retirement isn’t about stopping—it’s about starting something new? In this episode of Financial Straight Talk, Jim Fox shares real-life stories of retirees who redefined their next chapter, from launching tutoring businesses to returning to work with purpose. Whether you love your job or fear what comes next, Jim explores how emotional and financial planning go hand in hand. It’s not just about money—it’s about meaning, legacy, and living well in retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

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)

This week, Jonah & Avi from the 1000x podcast join Jason live in the Blockworks studio to discuss whether the crypto cycle is truly over, OGs selling vs new whales entering, and how we manage our portfolios. We also dive into Robinhood's long-term potential, our favorite crypto projects, finding edge in prediction markets and much more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: ⁠https://bit.ly/4676Sob⁠ Apple: ⁠https://bit.ly/4etlBMd⁠ -- Follow Jason: ⁠https://x.com/JasonYanowitz⁠ Follow Avi: ⁠https://x.com/AviFelman⁠ Follow Jonah: ⁠https://x.com/jvb_xyz⁠ Follow 1000x: ⁠https://x.com/1000xPod⁠ Join the 1000x Telegram: ⁠https://t.me/+fz-2f0cwC6o0MWNh⁠ -- Crypto-native institutions and developers demand institutional-grade infrastructure with regulatory clarity and full asset control. Blockdaemon's Earn Stack is a non-custodial platform combining high-performance staking rewards and seamless DeFi integration with no intermediate smart contract or vaults. Programmatically access leading Ethereum & Solana staking rewards, plus DeFi opportunities across lending protocols, DEXs, and AMMs. Book a Demo! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- (00:00) Introduction (02:34) Is the Cycle Over? (07:57) Crypto Disrupting TradFi Rails (09:570 Ads (Blockdaemon, Katana) (11:22) OGs Selling (14:33) Easiest Trade in Crypto? (16:34) Crypto PTSD & Profit-Taking Psychology (22:40) Portfolio Management (29:19) Ads (Blockdaemon, Katana) (30:43) Most Attractive Crypto Bets (33:47) Prediction Markets & Gambling (38:17) Crypto Wash Trading  -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Ricardo discusses activity loops, which occur when tasks become predecessors and successors to each other, creating cycles that make schedule calculations difficult. Although schedules are designed for linear flows, engineering and innovation projects are often iterative, with constant revisions and feedback. Looping isn't a mistake, but it needs to be represented correctly. Ricardo suggests some ways to avoid this problem, such as creating successive versions (elaboration 1, 2, final), using intermediate milestones, or delayed start-start relationships. When interdependence is unavoidable, he recommends using the Design Structure Matrix (DSM), which maps circular relationships and helps plan blocks of iterative activities. The important thing is to choose the model that best represents the project's reality. Listen to the podcast to learn more!

Neste episódio, Ricardo fala sobre os loops de atividades, que ocorrem quando tarefas se tornam predecessoras e sucessoras entre si, gerando ciclos que dificultam o cálculo dos cronogramas. Embora os cronogramas sejam pensados para fluxos lineares, projetos de engenharia e inovação costumam ser iterativos, com revisões e feedbacks constantes. O loop não é um erro, mas precisa ser representado corretamente. Ricardo sugere algumas formas de evitar esse problema, como criar versões sucessivas (elaboração 1, 2, final), usar marcos intermediários ou relações início-início com atraso. Quando a interdependência é inevitável, ele recomenda o uso da Design Structure Matrix (DSM), que mapeia relações circulares e ajuda a planejar blocos de atividades iterativas. O importante é escolher o modelo que melhor represente a realidade do projeto. Escute o podcast para saber mais!

In This Episode:Why Treasuries are having their strongest October in years.The significance of the negative stock–bond correlation and what it signals for portfolios.Inflation and labor market trends supporting potential Fed rate cuts.How gold, palladium, and other metals fit into a late-cycle allocation.Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.Why loose financial conditions continue to support speculation — and how we're positioning for the next phase of the cycle.Resources & Links:Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.

Live Q&A experts panel at the JRE Summit, autumn 2025.

What happens to your legacy when your wishes aren’t clearly planned—or when life throws unexpected changes your way? This episode of Financial Straight Talk with Jim Fox dives into the complexities of wills, trusts, and beneficiary decisions, revealing why legacy planning is never “one and done.” Learn how family dynamics, changing relationships, and overlooked details can derail your intentions. Discover why a true financial plan goes beyond products and investments, and why ongoing communication is key to ensuring your money does what you want—now and for generations to come. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Are retirement fears keeping you up at night—even with a healthy nest egg? This episode explores why Gen Xers and others worry about outliving their savings, market crashes, and income gaps. Brandon Bowen breaks down the power of asset allocation, the difference between passive and active management, and how a portfolio “X-ray” can reveal hidden risks and costs. Discover strategies to align your investments with your retirement goals. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode, Ricardo explains that projects don't really fail — they reveal the truth about an organization. Projects act as mirrors, exposing hidden cultural flaws like poor alignment, weak leadership, and political decisions. When pressure from deadlines and budgets increases, the organization's true nature surfaces: silos, egos, and fear replacing collaboration. A troubled project is not a failure but an X-ray showing what is broken and who has the courage to fix it. Crises test maturity and trust, revealing whether teams can speak honestly or stay silent. The real mistake is ignoring these lessons and repeating errors. Ricardo explains that learning from failing projects leads to real growth and invites listeners to explore his new course on recovering troubled projects. Listen to the podcast to learn more!

Neste episódio, Ricardo explica que um projeto não dá errado, mas revela a verdade sobre a organização. Projetos funcionam como espelhos: refletem a cultura da empresa, mostrando falhas escondidas, como falta de alinhamento, comunicação e propósito. Quando há pressão por prazos e orçamentos, a realidade aparece e a cultura verdadeira se expõe — se é de confiança ou de medo. Projetos em crise revelam maturidade organizacional e ensinam, ainda que com dor, quem tem coragem de enfrentar problemas e quem se esconde. O fracasso real está em não aprender com essas lições e repetir os mesmos erros. Ricardo destaca que compreender por que os projetos falham é essencial para recuperar e fortalecer tanto os projetos quanto as organizações. Escute o podcast para saber mais!

In this episode:Key findings from the Q3 2025 Market Intelligence ReportWhy asset dispersion is narrowing and what that means for diversificationWhere our models see strength—select metals, emerging markets, and durationThe implications of a neutral dollar and extended U.S. equitiesHow we're positioning portfolios for selective exposure and flexibilityReferenced in this episode:Dantes Outlook Market Intelligence Report (Q3 2025)Substack: https://dantesoutlook.substack.comLearn more: https://dantesoutlook.com 

Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residence using their equity and a down payment. Today's Stocks & Topics: QXO, Inc. (QXO), Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Celestica Inc. (CLS), Portfolio Management, Berkshire Hathaway Inc. (BRK-B), Bank Earnings, Interactive Brokers Group, Inc. (IBKR), OneMain Holdings, Inc. (OMF), P.E. Ratios.Advertising Inquiries: https://redcircle.com/brands

In this episode of Mining Stock Education, host Bill Powers speaks with David Erfle from Junior Miner Junky. They discuss the recent parabolic surge in gold prices and the importance of junior mining stocks. David advises listeners to trim and hold their gold stock positions, while strategically adding oil stocks to their portfolios due to the compelling oil-to-gold ratio. The conversation covers macroeconomic factors, geopolitical events influencing precious metals, and detailed insights into the mining sector's future. For those interested in the dynamics of the gold market and smart investment strategies, this episode provides valuable guidance. 00:00 Introduction to Mining Stock Education 00:28 Gold and Silver Market Analysis 05:25 Investment Strategies and Market Trends 07:15 Company Insights and Financing 09:41 Market Sentiment and Future Predictions 18:51 Personal Anecdotes and Market Indicators 26:20 Conclusion and Final Thoughts David's website: https://juniorminerjunky.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

What happens if you inherit a house—or an IRA—without a plan? This episode of Financial Straight Talk with Jim Fox dives into the real-life consequences of legacy planning mistakes, from losing out on a step-up in basis to getting tangled in probate. Learn why quick fixes like “quick claim” deeds can backfire, how a Ladybird deed can simplify inheritance, and why having a written plan matters more than any single product. Discover the difference between having financial products and having a true retirement strategy. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this episode, Ricardo discusses AI washing, a growing trend where organizations falsely claim to use artificial intelligence. Similar to greenwashing, AI washing occurs when companies exaggerate their AI capabilities to attract investors or appear innovative. In reality, many so-called AI systems are just basic automation or rule-based tools. This practice creates serious risks, including loss of credibility, legal issues, and project failure. Vargas highlights warning signs: flashy storytelling over science, unrealistic promises, lack of true AI experts, neglect of data quality, and poor governance. He explains that real AI projects require transparency, solid data, ethics, and humility—reminding project managers to avoid overpromising and to focus on genuine, data-driven value instead of hype. Listen to the podcast to learn more!

Neste episódio, Ricardo discute o AI washing, uma tendência crescente em que organizações alegam falsamente usar inteligência artificial. Semelhante ao greenwashing, o AI washing ocorre quando as empresas exageram suas capacidades de IA para atrair investidores ou parecer inovadoras. Na realidade, muitos dos chamados sistemas de IA são apenas ferramentas básicas de automação ou baseadas em regras. Essa prática cria sérios riscos, incluindo perda de credibilidade, questões legais e fracasso de projetos. Vargas destaca os sinais de alerta: narrativas chamativas em detrimento da ciência, promessas irrealistas, falta de verdadeiros especialistas em IA, negligência com a qualidade dos dados e governança deficiente. Ele explica que projetos reais de IA exigem transparência, dados sólidos, ética e humildade — lembrando os gerentes de projeto de evitar promessas exageradas e focar em valor genuíno, baseado em dados, em vez de exageros. Escute o podcast para saber mais!

Topics Covered:– Introduction: A new perspective from Riyadh and Dubai– First impressions of the Middle East's financial centers– Inside the CMT Global Investment Summit: sentiment, structure, and surprises– Regional vs. U.S. focus: where investors see opportunity– The Dantes Outlook framework: mapping the market and business cycles– Challenging assumptions about the Middle East's global role– Key insights investors should be watchingVisit us at DantesOutlook.com 

Stablecoins are no longer a side story — they're on the path to becoming the backbone of global digital finance.To unpack what the GENIUS Act means for the U.S. dollar, stablecoin issuers, and banking competition, I sat down with Austin Campbell, Founder and Managing Partner of Zero Knowledge Consulting and an Adjunct Professor at Columbia Business School.Austin previously led Stable Value Trading at JP Morgan, co-headed Digital Asset Rates Trading at Citi, and served as Head of Portfolio Management at Paxos. In this episode, Austin explains the key provisions of the Genius Act, the misconceptions around the “interest” prohibition, and how competition between currencies could expand freedom — and reshape the global economy.Timestamps:➡️ 00:00 — Intro➡️ 00:46 — Sponsor: Day One Law➡️ 01:09 — Austin's path from Wall Street to crypto➡️ 05:40 — Why the Genius Act is the most important bipartisan financial law since Dodd-Frank➡️ 10:31 — Stablecoins as global infrastructure for the U.S. dollar➡️ 15:14 — Key pillars of the Genius Act: reserves, insolvency, and compliance➡️ 26:20 — Privacy, enforcement, and what Genius gets right➡️ 37:19 — The “interest” prohibition — and the exception most people missed➡️ 45:00 — What comes next for stablecoin issuers and U.S. regulators& much more.Sponsor: ⁠⁠ This episode is brought to you by ⁠⁠Day One Law, a boutique law firm helping crypto startups navigate complex legal challenges. Subscribe to ⁠⁠Day One's free monthly newsletter⁠⁠ for legal and regulatory updates.Resources:

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Tara McConkey, Director of Portfolio Management, to discuss foundational elements that make up the artificial intelligence (AI) ecosystem, future use case applications, and AI-related investment opportunities.Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

What does mailbox money really mean for your retirement—and how do you build income you can count on? This episode of Financial Straight Talk with Jim Fox breaks down the realities behind annuities, market risk, and the art of balancing income with expectations. Hear why celebrity paychecks aren’t so different from yours, and discover how to find the right mix of investments for your personality and goals. Get a candid look at the math, the mindset, and the decisions that shape a retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this episode, Ricardo announces the release of the second global research on AI in project management, co-authored with Antonio Nieto-Rodriguez. Compared to their first study two years ago, AI has moved from experimentation to mainstream adoption. The 2025 report, based on insights from 870 professionals in 97 countries, shows that AI familiarity has doubled, and over two-thirds now use AI tools daily. Nearly half of organizations report cost reductions, and 25% achieved over $250,000 ROI. The greatest benefits appear in scaling, risk management, and forecasting. Barriers have shifted from technical to cultural and ethical. By 2028, 42% of organizations expect AI copilots to manage most projects. AI won't replace humans but enhance leadership and decision-making. Download the free report at pmairevolution.com. Listen to the podcast to learn more!

Neste episódio, Ricardo anuncia o lançamento da segunda pesquisa global sobre IA em gerenciamento de projetos, em coautoria com Antonio Nieto-Rodriguez. Em comparação com o primeiro estudo, realizado há dois anos, a IA passou da experimentação para a adoção generalizada. O relatório de 2025, baseado em insights de 870 profissionais em 97 países, mostra que a familiaridade com IA dobrou e mais de dois terços agora usam ferramentas de IA diariamente. Quase metade das organizações relatam reduções de custos e 25% alcançaram um ROI superior a US$ 250.000. Os maiores benefícios aparecem em escala, gerenciamento de riscos e previsão. As barreiras deixaram de ser técnicas e passaram a ser culturais e éticas. Até 2028, 42% das organizações esperam que copilotos de IA gerenciem a maioria dos projetos. A IA não substituirá os humanos, mas aprimorará a liderança e a tomada de decisões. Baixe o relatório gratuito em pmairevolution.com. Escute o podcast para saber mais!

Today's guest is Shandon Quinn, Vice President of Patent Intelligence, Search and Analytics at Clarivate. Quinn joins Emerj Editorial Director Matthew DeMello to examine how AI-powered workflows are helping IP leaders deliver strategic impact, smarter decision-making, and tangible results for data-centric enterprises. Shandon also shares proven changes to patent review and portfolio management, including the shift to predictive analytics and benchmarking, enabling teams to save costs and create new business value through data and automation. This episode is sponsored by Clarivate. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!

Alpha Picks from yesterday is WAY up. I showed you LIVE how I traded this one. Plus today I take you through finding Q4 winners using AI - Perplexity and Sidekick. It's a GREAT show. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

What's next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape. The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.  Related:Follow the value, not the herd: The new private markets imperative U.S. exceptionalism: At a crossroadsHave a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

What if the secret to retirement isn’t a product, but a plan built around your life? Jim Fox shares why thinking outside the box—and beyond sales pitches—leads to financial independence. Learn how knowledge, tax strategy, and personalized planning can help you spend wisely, enjoy your money, and avoid common pitfalls. Discover real stories of retirees living life on their terms, and why understanding your own goals is the key to a fulfilling retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this episode, Ricardo introduces the concept of nano projects: ultra-short, highly focused initiatives lasting just a few days, designed to generate value quickly. Unlike megaprojects, which require months or years, nano projects respond to the need for speed and adaptation in a fast-paced world. Examples include testing a marketing channel in five days, redesigning hospital processes in a week, or running rapid pilots in the public sector. Their advantages include low risk, rapid learning, and greater team engagement, as results are quickly seen. However, they require a well-defined scope, discipline, and attention to quality. Ricardo emphasizes that they complement traditional models, helping to reduce uncertainty and stimulate innovation in short cycles. Listen to the podcast to learn more!

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 Anthropic: https://claude.ai/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands