Podcasts about Portfolio management

Should retirees live off dividends and bond interest, or use a total return strategy? Don and Tom tackle one of the most persistent myths in retirement investing: that dividend-paying stocks create safer retirement income. They explain why dividends are not “free money,” how dividend-focused portfolios can create hidden risks, and why most academic research favors a diversified total return approach. The conversation explores dividend traps, covered-call income funds, sustainable withdrawal strategies, and the importance of diversification. They also respond to a listener defending Robinhood's platform, debate gamification in investing, and discuss Philadelphia's new automatic retirement savings program designed to help workers without employer-sponsored plans.0:05 Introduction: Dividend income vs. total return investing1:44 Why retirees are attracted to dividend-focused portfolios2:19 What a total return strategy actually means3:37 The appeal of predictable dividend income4:55 High-yield ETFs and the risks behind the payouts5:03 Why dividends are not free money6:10 Larry Swedroe's argument: dividends are not income6:27 Understanding the dividend trap7:05 Extreme dividend yield example: GMEX Robotics8:35 YieldMax and triple-digit yields9:44 Why academics favor total return strategies10:48 Rebalancing as an income source in retirement11:43 The hidden risks of income-focused products13:30 Bridge-playing and retirement banter14:21 How listeners can submit questions15:12 Listener question: Is Robinhood getting unfair criticism?16:13 Robinhood, gamification, and investor behavior18:18 Why “stodgy” may be good for money management19:53 Philadelphia's new retirement savings initiative20:45 Automatic enrollment and retirement success22:30 Why saving must be made easy23:28 Free portfolio reviews at Appella24:21 Discussion of The Line Uncrossed26:47 Family history and future book possibilitiesQuestions? Comments? Click!

In this episode, Ricardo compares a project to a disorganized email inbox, full of messages, decisions, and pending tasks without proper handling. He explains that many projects don't face difficulties due to a lack of resources or schedule flaws, but because of the accumulation of actions, risks, requests, and decisions without follow-up. To deal with this problem, he presents the principles of the GTD (Getting Things Done) methodology, created by David Allen, which is based on the idea that the human mind should generate ideas, not store them. Ricardo highlights five fundamental steps: capturing information, clarifying necessary actions, organizing responsibilities, regularly reviewing records, and executing priorities. Applied to projects, these principles help reduce chaos, increase productivity, and improve decision-making. Listen to the podcast to learn more!

Neste episódio, Ricardo compara um projeto a uma caixa de e-mails desorganizada, repleta de mensagens, decisões e pendências sem tratamento adequado. Ele explica que muitos projetos não enfrentam dificuldades por falta de recursos ou por falhas no cronograma, mas pelo acúmulo de ações, riscos, solicitações e decisões sem acompanhamento. Para lidar com esse problema, apresenta os princípios da metodologia GTD (Getting Things Done), criada por David Allen, que parte da ideia de que a mente humana deve gerar ideias, e não armazená-las. Ricardo destaca cinco etapas fundamentais: capturar informações, esclarecer ações necessárias, organizar responsabilidades, revisar regularmente os registros e executar as prioridades. Aplicados aos projetos, esses princípios ajudam a reduzir o caos, aumentar a produtividade e melhorar a tomada de decisões. Escute o podcast para saber mais!

The Inside Economics team welcomes Jim Lebenthal, Chief Market Strategist at Cerity Partners, to discuss all things investing on the morning of the SpaceX IPO. Jim discusses the equity market's extraordinary run, whether AI stocks are overvalued, and how investors should think about picking individual stocks versus investing in index funds. The team also welcomes Matt Colyar to talk about this week's inflation data, and Marisa addresses a slew of comments from last week's podcast.  Guest: Jim Lebenthal, Chief Market Strategist at Cerity Partners For more from Jim Lebenthal, visit his website: www.jimmylebenthal.com Jim's book, How to Ride the Subway: Getting Around on Wall Street and in Life (Regalo Press March 2026), is available here Jenna Score: 8.5 Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn   Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams about the SpaceX IPO, why people are excited about this IPO, and if you should consider buying some of SpaceX right now. Segment 2: Carl Prouty, “The Technologist” at Abt Electronics in Glenview, tells John about some of the best gifts for Father’s Day.

What if your biggest retirement risk isn’t money—but the time you have left to enjoy it? In this episode, Jim Fox explores the balance between health and wealth, and why waiting too long to use your savings can lead to missed opportunities. He shares real stories that highlight how quickly life can change and why retirement decisions should go beyond numbers. The discussion covers timing income, managing longevity, and aligning your financial plan with the experiences that matter most—before circumstances shift. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Think a million dollars solves retirement worries? Think again. This episode breaks down the top seven concerns keeping even high net worth savers up at night, from market volatility and inflation to healthcare costs, debt, and rising housing expenses. The conversation explores how planning, not just wealth, plays a central role in navigating uncertainty, including strategies for managing risk, preparing for unexpected life events, and maintaining income stability. You’ll also hear how overlooked tax details, like after tax IRA contributions, can create costly surprises, and why a “spring cleaning” approach to your portfolio may uncover hidden inefficiencies. It’s a practical look at aligning your financial pieces into a clearer, more intentional retirement strategy. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030See omnystudio.com/listener for privacy information.

Welcome to Bond Investment Mentor! In this episode, Chris breaks down callable step-up agency bonds. He explains how these agency bonds work and how these investments could deliver less than you expect. Chris also provides a framework for analyzing step-ups using Bloomberg screens and deciding whether they actually make sense for your institution's portfolio. In this episode: Market & Fed update (1:43) Listener question: Discount MBS investments & a yield quirk (8:28) Understanding callable agencies (13:40) Callable step-up agency basics How to evaluate them (Download: Pre-Purchase Due Diligence Checklists) The challenges of call and coupon interaction Developing a step-up investment approach Boost your investment fundamentals with Bond Basics (Learn More) (26:55) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA

In this podcast, Ricardo explores the emerging concept of the “one-person project,” made possible by advances in artificial intelligence, automation, and digital platforms. He challenges the traditional belief that complex projects require large teams, noting that bigger teams also increase coordination efforts, communication overhead, and dependencies. Drawing on Brooks' Law, he explains that adding more people does not always improve productivity. Today, a single professional can perform tasks that once required entire teams, raising the question of whether projects should be delivered by the smallest effective team possible. However, he also highlights risks such as knowledge concentration and reduced diversity of perspectives. Finally, Ricardo expands the discussion to the future of work, questioning how society will adapt if fewer people are needed to achieve greater results. Listen to the podcast to learn more about!

Neste episódio, Ricardo reflete sobre a crescente possibilidade de projetos serem executados por uma única pessoa graças ao avanço da inteligência artificial, da automação e das plataformas digitais. Ele destaca que, tradicionalmente, projetos complexos exigiam grandes equipes, mas que o aumento do número de pessoas também amplia os esforços de coordenação, comunicação e alinhamento. Com as novas tecnologias, um profissional pode realizar atividades que antes demandavam equipes inteiras, tornando possível reduzir o tamanho dos times sem comprometer os resultados. Contudo, esse modelo traz riscos, como a concentração de conhecimento e a redução da diversidade de perspectivas. Ricardo amplia a discussão para o futuro do trabalho, questionando os impactos sociais e econômicos de um cenário em que cada vez menos pessoas sejam necessárias para produzir mais resultados. Escute o podcast para saber mais!

In Episode 190 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the SpaceX IPO and what it could mean for indexes, mega-cap weights, and the next phase of the AI trade. They're joined by Blake Anderson, Director of Portfolio Management at Carson Group, for a wide-ranging conversation on market breadth, small caps, tech leadership, Google's AI spending, software, and the growing influence of data centers and high-quality cash flows in today's market.The episode also digs into the latest rally in stocks, the role of FOMO, the state of the bond market, and why this bull market may still have more room to run even as leadership narrows.From IPO mechanics and index inclusion rules to the economics of AI infrastructure, the conversation connects the market's biggest headlines to the harder data underneath.Key Takeaways:The S&P 500 is up nine consecutive weeks. When it has gained more than 15% in April and May combined, June has never been lower and the rest of the year averages nearly 19% gains.Small caps are up 18% year-to-date and it seems like nobody is talking about it. A third of those returns trace back to three companies, all tied to data centers and AI infrastructure.SpaceX chose the Nasdaq, and Nasdaq changed its rules. Mega-cap companies can now be assessed for index inclusion just 15 days post-IPO instead of waiting six months.At a $2 trillion valuation against $19 billion in 2025 revenue, SpaceX carries a price-to-sales ratio above 90. Historically, IPOs with price-to-sales above 40 average a 94% first-day pop, but a negative 45% three-year return.A deal disclosed in the SpaceX S1 could see Anthropic pay up to $15 billion annually for data center capacity, nearly matching SpaceX's entire 2025 revenue in a single contract.Google is raising $80 billion in equity and has cut buybacks to zero. AI infrastructure spending has moved from optional to existential, with payoff timing still uncertain.Jump to:0:00 — Welcome and the SpaceX question1:19 — Markets rip higher after the spring rally10:33 — Breadth, small caps, and hidden leaders14:10 — FOMO signals and the bubble check15:59 — Blake joins on tech and rates20:48 — Google funds AI data centers26:22 — Software's AI reset and data moats29:13 — SpaceX IPO filing and index rule changes43:01 — IPO stats, valuation risk, and consumer wrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#SpaceXIPO #FactsVsFeelings #investing #stockmarket #AI #techinvesting #IPO #smallcaps #SP500 #bullmarket #NVIDIA #Starlink #Anthropic #OpenAI #marketanalysis #portfoliomanagement #indexfunds #WallStreet #fintech #CarsonGroup

What if retirement isn’t delayed—but arrives before you’re ready to handle the transition? In this episode, Abe Ashton explores how unexpected timing and emotions can shape retirement decisions, from continuing to work out of habit to struggling with the shift from saving to spending. The conversation highlights why personalized planning matters more than generic advice, how confidence comes from understanding your numbers, and why financial choices—like eliminating debt—can impact both cash flow and mindset. Abe also explains how thoughtful preparation helps retirees adapt to change and make informed decisions as they move into the next phase of life. 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.

Send us Fan Mail*How do you forecast an event that has never happened before?*How do you forecast an event that has never happened before?The recent closure and reopening of the Strait of Hormuz are unique events. For events like these, traditional risk models lose their statistical basis: repetition. Alexander Denev returns to the podcast to show how causal models (Bayesian networks) let us reason about rare events despite this limitation.In this episode, we cover:- Why value-at-risk and other correlation-based models break exactly when you need them most- How a causal structure can "hold in time"- Building scenarios with LLMs - benefits, drawbacks, and lessons learned- Historical analogy as a modeling tool: Bosphorus, Hormuz, and more- A three-way robustness test for any Bayesian network- How the model's call held up: a ceasefire, a still-closed strait, and lasting infrastructure damage keeping oil elevated"History doesn't repeat itself, but it rhymes."------------------------------------------------------------------------------------------------------Video version available on the Youtube: https://youtu.be/FzKy2ws-7qsRecorded on May 29, 2026 in London, UK.------------------------------------------------------------------------------------------------------*About The Guest*Alexander Denev works at the intersection of quantitative finance, causality, and AI. He's the CEO of Turnleaf Analytics and the author of two books on applying Bayesian networks and probabilistic graphical models to finance and scenario analysis.Connect with Alexander:- Alexander on LinkedIn: https://www.linkedin.com/in/alexander-denev-66a25824/- Alexander's web page: https://turnleafanalytics.com/*About The Host*Aleksander (Alex) Molak is an independent machine learning researcher, educator, entrepreneur and a best-selling author in the area of causality (https://amzn.to/3QhsRz4 ).Connect with Alex:- Alex on the Internet: https://bit.ly/aleksander-molak*Links*Web- Alexander's LinkedIn post, Bayesian-network scenario for the Strait of Hormuz / Israel-Iran-US conflict: https://www.linkedin.com/posts/alexander-denev-66a25824_when-modelling-the-impact-of-events-that-share-7442892381668048896-JDs5/- Risk.net article, "Iran confusion makes the case for causal modelling": https://www.risk.net/our-take/7963361/iran-confusion-makes-the-case-for-causal-modellingBooks- Rebonato, R. & Denev, A. - Portfolio Management under Stress: A Bayesian-Net Approach to Coherent Asset Allocation (https://amzn.to/3vE6Jc1)- López de Prado, M. - Advances in Financial Machine Learning (https://amzn.to/3PXD8kH)- Molak, A. - Causal Inference and Discovery in Python (https://amzn.to/3VVK4m3)- Denev, A. - Probabilistic Graphical Models: A New Way of Thinking in Financial Modelling (https://amzn.to/3VQeLJm)- Pearl, J. & Mackenzie, D. - The Book of Why (recommended entry point) (https://amzn.to/4e0ATrZ)- Pearl, J. - Causality: Models, Reasoning and Inference (for advanced readers) (https://amzn.to/49zBKf5)- Rebonato, R. - Coherent Stress Testing: A Bayesian Approach to the Analysis of Financial Stress (https://amzn.to/3RC411e)*Perks & resources*

In this episode, Ricardo presents Brooks' Law, created over 50 years ago and still very relevant. The law states that adding people to a software project that is behind schedule tends to delay it even further. This is because new members need to be trained and mentored by more experienced members, reducing team productivity. Furthermore, increasing the number of people makes communication, coordination, and integration of deliverables more complex. Ricardo emphasizes that this concept remains valid in the age of artificial intelligence, as adding more tools, agents, or automations does not solve problems of priorities, processes, or governance. Often, the solution lies in removing obstacles, simplifying decisions, and improving work coordination. Listen to the podcast to learn more about!

Neste episódio, Ricardo apresenta a Lei de Brooks, criada há mais de 50 anos e ainda muito relevante. A lei afirma que adicionar pessoas a um projeto de software, que está atrasado, tende a atrasá-lo ainda mais. Isso ocorre porque os novos integrantes precisam ser treinados e orientados pelos membros mais experientes, reduzindo a produtividade da equipe. Além disso, o aumento do número de pessoas torna a comunicação, a coordenação e a integração das entregas mais complexas. Ricardo destaca que esse conceito continua válido na era da inteligência artificial, pois adicionar mais ferramentas, agentes ou automações não resolve problemas de prioridades, processos ou governança. Muitas vezes, a solução está em remover obstáculos, simplificar decisões e melhorar a coordenação do trabalho. Escute o podcast para saber mais!

In this episode of Investor Connect, we welcome Zach Holman of Signed, a former GitHub engineer and advisor, who shares how he moved into advising and angel investing and what he looks for in early-stage companies, emphasizing the importance of team, culture, ambition, and market. Zach discusses how AI is changing startup building by making it easier for small or even solo teams to ship product and reach revenue quickly, shifting the key scarcity from answers to asking the right questions and having the discipline and "taste" to choose the right product direction. He explains how his technical background helps him assess real product progress and technical challenges, and he outlines common fundraising mistakes, including getting onto the VC treadmill without a venture-scale plan when bootstrapping may be better. Zach also introduces signed.com as a portfolio tool built to replace messy spreadsheets and help angels treat equity as a real investment. Visit Signed at signed.com/ Reach out to at www.linkedin.com/in/zachholman/, and on zachholman.com/ ________________________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https:/_/tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

SpaceX wird der größte Börsengang aller Zeiten. Gleichzeitig stehen mit OpenAI und Anthropic bereits die nächsten Tech-Giganten in den Startlöchern. Doch was bedeutet das für Millionen ETF-Anleger? Müssen passive Fonds die neuen Börsenstars automatisch kaufen? Und geraten die Märkte dadurch immer stärker in die Abhängigkeit weniger Unternehmen? Darüber sprechen wir mit Jörg Held vom Fondsanbieter ETHENEA. Es geht um geänderte Indexregeln, die Macht der ETF-Industrie und die Frage, ob Anleger bei den neuen Tech-Giganten längst zur Pflichtkundschaft geworden sind. Gast: Jörg Held, Head of Portfolio Management bei ETHENEA Independent Investors

In this episode, Kate Webber, Chief Solutions Officer at the PRI, is joined by Claudia Wearmouth, Global Head of Responsible Investment at Columbia Threadneedle Investments, and Travis Antoniono, Investment Director for Sustainable Investments at CalPERS.Together, they explore how responsible investment is being applied in practical, financially material ways, including how it is embedded into investment processes, how transparent dialogue between asset owners and managers supports long-term outcomes, and the role evidence plays in sustainable investment decision-making.Overview:Responsible investment is increasingly moving from a specialist function to a core part of investment decision-making. Across public and private markets, sustainability and governance considerations are being integrated into due diligence, portfolio construction, stewardship and long-term risk management.This episode explores how investors are building practical frameworks around financial materiality, balancing quantitative tools with qualitative judgement, and adapting to rapidly evolving risks such as climate change and AI disruption.Detailed coverage:Embedding sustainability into investment processesBoth guests explain how sustainability considerations are now integrated throughout the investment lifecycle, from initial due diligence through to ongoing monitoring and exit decisions.Financial materiality and fiduciary dutyThey explore how responsible investment supports long‑term, risk‑adjusted returns and helps meet fiduciary responsibilities to beneficiaries.The role of dedicated expertiseTravis Antoniono discusses embedding dedicated sustainability specialists directly into investment due diligence teams, while Claudia Wearmouth outlines how sustainable investment analysts can better work alongside fundamental research teams.Data, evidence and judgementThe conversation explores how responsible investment relies on a growing evidence base. While data is still evolving, investors increasingly combine quantitative tools with qualitative insight and real-world case studies.Explore real-world examples of how investors are combining data and judgement in practice in the PRI's investment case database: https://public.unpri.org/investment-tools/investment-case-databaseHow AI is changing investment researchAI is beginning to transform investment analysis itself, helping teams assess sector disruption, and emerging financial impacts more dynamically.Building organisational buy-inBoth guests highlight that embedding responsible investment depends on strong leadership and clear direction, with teams working together to apply it in practice.The importance of asset owner–manager relationshipsTransparency, trust and detailed communication are highlighted as essential for aligning investment objectives, stewardship expectations and long-term strategy execution.Practical lessons for investorsThe episode concludes with practical recommendations on how investors can improve governance and decision-making through more consistent use of evidence and ongoing dialogue.Chapters:00:08 - Introduction and the investment case for responsible investment01:29 - Embedding sustainability into investment processes05:14 - Sustainability, fiduciary duty and long-term returns10:56 - Building the evidence base for responsible investment13:39 - How AI is changing investment analysis20:15 - Creating organisational buy-in and investment alignment22:18 - Climate solutions, strategy and total portfolio thinking27:12 - Asset owner and investment manager collaboration35:15 - Key lessons on transparency, trust and detail37:04 - Practical recommendations for investorsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Why does retirement feel exciting for some—and overwhelming for others? In this episode, Brandon Bowen explores the emotional shift from earning a paycheck to relying on your savings for income. He discusses how identity, market uncertainty, and fear of running out of money can shape retirement decisions. Through real-life examples, Brandon explains how organizing assets into purpose-driven “buckets” and having a structured plan can change the way people approach retirement. The conversation highlights how preparation, income strategy, and ongoing adjustments play a role in navigating this major life transition. 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.

Spending five hours a day managing your own investment portfolio might feel productive, but what critical elements of your retirement plan are falling through the cracks? In this episode of Retirement Coffee Talk, Charisse Rivers of Zinnia Wealth explores the hidden risks of do-it-yourself financial management. From overlooked tax strategies and Medicare rules to the realities of cognitive decline and protecting a surviving spouse, true retirement readiness goes far beyond daily market charts. Discover why even the most dedicated portfolio managers eventually step back to focus on living their retirement years instead of working them. Like this episode? Hit that Follow button and never miss an episode!

In this episode, Ricardo discusses the main misunderstandings about the eighth edition of the PMBOK Guide. He explains that the PMI has not abandoned traditional management nor transformed everything into agile, but has begun to integrate predictive, hybrid, and adaptive approaches in a more intelligent way. Ricardo emphasizes that governance, cost control, scheduling, and leadership remain essential, but are now applied in more complex and dynamic environments. He also clarifies that artificial intelligence appears as a support tool, not as a replacement for human leadership. Another important point is that no framework solves cultural problems or management failures on its own. According to Ricardo, the new PMBOK seeks to connect execution and value creation, reducing conflict between methodologies and encouraging adaptation to the real context of projects. Listen to the podcast to learn more about! * The opinions presented in this podcast reflect solely the personal views of Ricardo and do not necessarily represent the position of PMI. This episode has no sponsorship, support, or institutional affiliation with any organization.

Neste episódio, Ricardo comenta os principais mal-entendidos sobre a oitava edição do PMBOK Guide. Ele explica que o PMI não abandonou a gestão tradicional nem transformou tudo em ágil, mas passou a integrar abordagens preditivas, híbridas e adaptativas de forma mais inteligente. Ricardo destaca que governança, controle de custos, cronograma e liderança continuam essenciais, porém agora aplicados em ambientes mais complexos e dinâmicos. Ele também esclarece que a inteligência artificial aparece como ferramenta de apoio, não como substituição da liderança humana. Outro ponto importante é que nenhum framework resolve problemas culturais ou falhas de gestão sozinho. Segundo Ricardo, o novo PMBOK busca conectar execução e geração de valor, reduzindo o conflito entre metodologias e incentivando adaptação ao contexto real dos projetos. Escute o podcast para saber mais! * As opiniões apresentadas neste podcast refletem exclusivamente a visão pessoal de Ricardo e não representam, necessariamente, o posicionamento do PMI. Este episódio não possui patrocínio, apoio ou vínculo institucional com qualquer organização.

A single unexpected event can force someone out of retirement—and back to work when they least expect it. In this episode, Jim Fox discusses how real-life situations like rising healthcare costs and long-term care needs can disrupt even well‑intentioned plans. He explains why retirement isn’t just about saving enough, but about preparing for the “speed bumps” that can change spending, income, and priorities over time. The conversation also highlights the importance of balancing lifestyle, legacy planning, and financial flexibility so retirees can navigate both the active years and the challenges that may follow. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Think an IRA is just another retirement account? The differences between IRAs and workplace plans can change how you manage your money over time. In this episode, Frankie Guida walks through how IRAs work, how they compare to 401(k)s and 403(b)s, and why having access to more investment options matters. He also discusses rollovers, tax treatment, and considerations for adjusting risk and consolidating accounts as retirement approaches Schedule a complimentary appointment: A Better Way Financial Learn more about Frank and Frankie's book here! Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success" CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Welcome to Bond Investment Mentor! In this episode, Chris explores callable agency bonds and examines what you're actually trading away when you buy these securities. He walks through how callable bonds work, the three main call structures you'll encounter, and the portfolio-level implications of giving up control to the issuer. You'll also learn which Bloomberg screens to use when analyzing callables and how to think strategically about whether these securities belong in your portfolio.  In this episode: Fed & Market Update (2:23) Proposed FHLB/FRB liquidity stress solution (9:02) Understanding callable agencies (11:40) Callable agency basics Types of call structures The yield/control trade-off Bloomberg screens for callable agency analysis The value of one-on-one mentoring (Learn More) (32:55) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA

In this episode, Ricardo explains that career growth in project management is not defined only by technical skills, certifications, or tools. Often, the most important moments are brief, unexpected interactions during crises or difficult conversations. In these situations, leaders observe who remains calm, simplifies chaos, communicates clearly, takes responsibility, and helps others make decisions. While technical competence is essential, trust, confidence, and leadership under pressure become the true differentiators as careers evolve. With artificial intelligence automating many technical tasks, human abilities such as judgment, communication, and decision-making in uncertain situations are becoming even more valuable. Sometimes, a career-changing moment may last only a few minutes. Listen to the podcast to learn more about!

Neste episódio, Ricardo explica que o crescimento na carreira de gestão de projetos não se define apenas por habilidades técnicas, certificações ou ferramentas. Muitas vezes, os momentos mais importantes são interações breves e inesperadas durante crises ou conversas difíceis. Nessas situações, os líderes observam quem mantém a calma, simplifica o caos, comunica-se com clareza, assume a responsabilidade e ajuda os outros a tomar decisões. Embora a competência técnica seja essencial, a confiança e a liderança sob pressão tornam-se os verdadeiros diferenciais à medida que as carreiras evoluem. Com a inteligência artificial automatizando muitas tarefas técnicas, habilidades humanas como julgamento, comunicação e tomada de decisão em situações incertas tornam-se ainda mais valiosas. Às vezes, um momento que pode mudar a carreira dura apenas alguns minutos. Escute o podcast pra saber mais!

Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast datasets to identify and capture the best ideas. Ram Rasaratnam, CIO for Quant Equity Strategies at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer, AXA IM Core, that AI and machine learning are revolutionising how researchers improve the models that support the firm's analysis of a potential investee stock's valuation, quality and future earnings trajectory.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode, Ricardo Vargas discusses "Watermelon Projects": projects that appear healthy on dashboards but face serious internal problems. He explains that often, indicators remain green for fear of exposing difficulties, disappointing sponsors, or suffering punishment in corporate cultures that associate problems with personal failure. Thus, delays, risks, and scope cuts end up being masked. Ricardo warns that the greatest danger is not a red project, but an artificially green one, as problems grow silently until they become critical. He emphasizes that dashboards reflect organizational behaviors and culture. For him, healthy projects are not those without problems, but those where the team feels safe to discuss difficulties early, transparently, and without fear. Listen to the podcast to learn more about!

Neste episódio, Ricardo fala sobre os “Watermelon Projects”: projetos que parecem saudáveis nos dashboards, mas enfrentam sérios problemas internamente. Ele explica que, muitas vezes, os indicadores permanecem verdes por medo de expor dificuldades, decepcionar patrocinadores ou sofrer punições em culturas corporativas que associam problemas ao fracasso pessoal. Assim, atrasos, riscos e cortes de escopo acabam sendo mascarados. Ricardo alerta que o maior perigo não é um projeto vermelho, mas sim um projeto artificialmente verde, pois os problemas crescem silenciosamente até se tornarem críticos. Ele destaca que dashboards refletem comportamentos e cultura organizacional. Para ele, projetos saudáveis não são os que não possuem problemas, mas aqueles onde a equipe tem segurança para discutir dificuldades cedo, com transparência e sem medo. Escute o podcast pra saber mais!

Retiring without knowing what you’re retiring to can be just as risky as not being financially ready. In this episode, Stuart Seegmiller explores why many people delay retirement for emotional reasons—and how “test‑driving” retirement can lead to better decisions and greater fulfillment. The conversation covers easing into retirement, planning major experiences early, relocating thoughtfully, and avoiding common pitfalls when passing assets like a home to the next generation. It’s a practical look at turning retirement into a meaningful next chapter, not a sudden stop. 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.

In this episode, Ricardo questions the effectiveness of traditional project planning tools, based on static plans. Although fundamental for decades, these plans quickly become obsolete in dynamic environments. He highlights that Artificial Intelligence transforms this scenario by allowing continuous forecasting and real-time adjustments, replacing fixed estimates with dynamic, data-driven analyses. With this, the focus shifts from following a plan to adapting to change. Current tools still lack this predictive intelligence, which can compromise their relevance. The role of the project manager also changes: from planner to critical and strategic analyst. Despite the benefits, there are risks, such as excessive reliance on AI and decisions based on inaccurate data. Listen to the podcast to learn more about!

Neste episódio, Ricardo questiona a eficácia das ferramentas tradicionais de planejamento de projetos, baseadas em planos estáticos. Embora tenham sido fundamentais por décadas, esses planos rapidamente se tornam obsoletos em ambientes dinâmicos. Ele destaca que a Inteligência Artificial transforma esse cenário ao permitir previsões contínuas e ajustes em tempo real, substituindo estimativas fixas por análises dinâmicas baseadas em dados. Com isso, o foco deixa de ser seguir um plano e passa a ser adaptar-se às mudanças. As ferramentas atuais ainda carecem dessa inteligência preditiva, o que pode comprometer sua relevância. O papel do gerente de projetos também muda: de planejador para analista crítico e estratégico. Apesar dos benefícios, há riscos, como dependência excessiva da IA e decisões baseadas em dados imprecisos. Escute o podcast para saber mais!

Latin America Equities Outlook Why Latin American stocks are outperforming global markets Structural vs. cyclical drivers of emerging markets performance Is a long-term rerating underway? Macro Trends Driving Latin America Markets Interest rate cycles across emerging markets vs. the U.S. Impact of U.S. dollar trends on Latin American currencies and equities Commodities super-cycle: energy, copper, lithium, and agriculture Nearshoring and global supply chain shifts benefiting Mexico Fundamental Drivers: Valuation & Earnings Growth Why Latin America trades at a discount to developed markets Earnings growth across financials, commodities, and domestic sectors Country-level opportunities: Brazil, Mexico, Chile, Argentina Domestic demand, credit expansion, and underpenetrated markets Quantitative Signals & Market Positioning Factor rotation: shift away from U.S. mega-cap dominance Investor flows and under-ownership of Latin America Market breadth, momentum, and earnings revisions Role of FX stability in supporting equity multiples Key Risks to Watch Political and fiscal risks in major economies like Brazil Commodity price volatility and dependence on global growth Geopolitical risks and external shocks Investment Strategy & Portfolio Positioning How to gain exposure to Latin America equities Country vs. sector vs factor-based allocation Why active management matters in emerging markets Identifying alpha opportunities in a high-dispersion region The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com

Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of establishing a solid investment pre-purchase due diligence process. He shares a four-question framework to help build a system that works both before and after the investment purchase. In this episode: Fed & Market Update (2:08) Visa Class B repurchase offer (Visa announcement) (13:01) Your Pre-Purchase Due Diligence Process (18:08) Free download:  Pre-Purchase Due Diligence Checklists (32:55) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat if your retirement plan depends on selling the very assets you spent decades building?For many business owners and high-net-worth Canadians, “financial freedom” often means reaching a number on paper—but what happens when that number has to be slowly drawn down to fund your lifestyle? This episode challenges the traditional retirement mindset of accumulating a pile of assets, then hoping it lasts long enough. Instead, Jon Orr and Kyle Pearce explore how to think about income, diversification, and portfolio structure in a way that can support more confidence, flexibility, and peace of mind in your financial freedom years.You'll walk away with:A clearer understanding of why relying only on asset sales can feel emotionally risky when funding retirement.A fresh way to think about diversifying not just by asset class, but by strategy and structure for retirement.Insight into how income-focused investing can help create cash flow without constantly shrinking your principal when designing retirement.Press play now to rethink how your portfolio could support your lifestyle without forcing you to sell off the assets you worked so hard to build.

In this episode, Ricardo discusses KPIs (Key Performance Indicators). He explains that KPIs are essential metrics that support decision-making in projects, unlike general metrics that only report data. Effective KPIs help anticipate problems, expedite decisions, and align teams and stakeholders. Examples for schedule performance include the percentage of tasks completed on time, the planned versus scheduled duration, the SPI (Schedule Performance Index), and the average delay per delivery. For cost, the CPI (Cost Performance Index) and cost variance measure efficiency. Beyond schedule and cost, strategic KPIs are essential, such as rework rate, value delivered, adherence to the business plan, and stakeholder satisfaction, as projects can meet time and budget targets and still fail. Ricardo recommends using a few meaningful KPIs, tracking trends, updating them frequently, and avoiding superficial metrics that don't guide decisions. Tune in to the podcast to learn more!

Neste episódio, Ricardo fala sobre KPIs (Key Performance Indicators - Indicadores-Chave de Desempenho). Ele explica que os KPIs são métricas essenciais que apoiam a tomada de decisões em projetos, ao contrário das métricas gerais que apenas reportam dados. KPIs eficazes ajudam a antecipar problemas, agilizar decisões e alinhar equipes e stakeholders. Exemplos para desempenho de cronograma incluem a porcentagem de tarefas concluídas no prazo, a duração prevista versus a duração programada, o SPI (Índice de Desempenho do Cronograma) e o atraso médio por entrega. Para custo, o CPI (Índice de Desempenho de Custo) e a variação de custo medem a eficiência. Além de cronograma e custo, KPIs estratégicos são essenciais, como taxa de retrabalho, valor entregue, aderência ao plano de negócios e satisfação dos stakeholders, pois os projetos podem atingir as metas de tempo e orçamento e ainda assim falhar. Ricardo recomenda usar alguns KPIs significativos, acompanhar tendências, atualizá-los frequentemente e evitar métricas superficiais que não orientam as decisões. Escute o podcast para saber mais!

Visit the webpage for more information about the showwww.podpage.com/the-3-13-men-money-and-marriageYoutube Channel: The Men Money and Marriage HourSummary:Andrew Johnson explores the concept of 'portfolio managers' in relationships, comparing their tactics to financial strategies. He discusses how some men 'spread' their emotional investments, use charm and volatility, and employ exit strategies, all of which can impact women emotionally. The episode offers insights into recognizing these behaviors and fostering healthier, partnership-based relationships.Keywords: relationships, portfolio manager, emotional investment, dating strategies, red flags, partnership, manipulation, self-awarenessTopicsSpreading emotional risk in relationshipsCharm and attention as investment tacticsVolatility and hot/cold behavior in datingExit strategies used by manipulative menTypes of relationship 'portfolio managers'The Portfolio Manager in Relationships: 7 Red Flags to Watch ForHow Men Use Financial Strategies to Manipulate Women"Hot and cold tactics keep her anxious""He sells a future, not a relationship""Slow fade is his exit strategy"Chapters00:00 Introduction to Portfolio Management in Relationships00:55 Understanding the Portfolio Manager Mindset02:46 The Pump and Dump Strategy04:57 High Yield Short-Term Bonds in Dating06:31 Volatility in Relationships08:43 Initial Public Offering: Love Bombing11:21 Technical Analysis vs. Fundamental Value15:13 Exit Strategies of Portfolio Managers17:53 Types of Portfolio Managers20:29 Red Flags and Healthy Relationships

Warum es Frauennetzwerke braucht — und welche es gibt

In this episode, Ricardo explains that rework is an invisible yet highly destructive problem in projects. Although organizations measure schedule, cost, and scope, they rarely monitor rework, the effort spent correcting already completed work. This lack of measurement obscures the project's true efficiency. Rework often stems from deeper problems, such as unclear requirements, misalignment among stakeholders, late decisions, or low initial quality. Its impact is significant: delays increase, costs rise, teams become exhausted, and client confidence decreases. Ricardo argues that rework should be treated as a key performance indicator, continuously monitored to assess the project's health. When measured, it drives better behaviors, improving quality, decision-making, and alignment. Ultimately, projects fail not only due to delays but also due to wasted effort, with rework being one of the main hidden factors contributing to this failure. Tune in to the podcast to learn more!

Neste episódio, Ricardo explica que o retrabalho é um problema invisível, porém altamente destrutivo, em projetos. Embora as organizações meçam cronograma, custo e escopo, raramente monitoram o retrabalho, o esforço gasto corrigindo o trabalho já concluído. Essa falta de mensuração oculta a verdadeira eficiência do projeto. O retrabalho frequentemente decorre de problemas mais profundos, como requisitos pouco claros, desalinhamento entre as partes interessadas, decisões tardias ou baixa qualidade inicial. Seu impacto é significativo: atrasos aumentam, custos sobem, as equipes ficam exaustas e a confiança do cliente diminui. Ricardo argumenta que o retrabalho deve ser tratado como um indicador-chave de desempenho, monitorado continuamente para avaliar a saúde do projeto. Quando mensurado, ele impulsiona melhores comportamentos, melhorando a qualidade, a tomada de decisões e o alinhamento. Em última análise, os projetos falham não apenas devido a atrasos, mas também devido ao desperdício de esforço, sendo o retrabalho um dos principais fatores ocultos que contribuem para esse fracasso. Ouça o episódio completo para saber mais!

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: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Send us Fan MailPete Martin joins the Internal Use Only podcast for our second ever live recording. Pete's impressive background in sales lead to several roles as Client Portfolio Manager - bringing product and PM-level expertise to financial advisors. He discusses how Empirical AM is leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated. Subscribe to our newsletter on our new websiteTrefis - AI Stock Analysis Support the show

Cardiology Data Pipelines and How to Improve their Clinical Value. Description: Clean, accurate, and timely clinical data is the non-negotiable precursor to AI success. Continuing our focus on data integrity, Beth Friedman, Senior Partner at FINN Partners, met with Diana Sage, Director of Portfolio Management at MURJ, live at HIMSS'26 to discuss the evolving landscape of clinical information. From the lessons of early EHR adoptions to the current data deluge produced by Cardiac Implantable Electronic Devices (CIEDs), this episode explores the essential intersection of cardiology clinics and cardiology data integration. Sage also reflects on key takeaways from Dr. Mehmet Oz's HIMSS'26 keynote, specifically addressing the technological fight against the nation's leading killer: heart disease. Inside the episode Sage and Friedman discuss the CIED data challenge, bridging the gap between IT and clinicians, and simplifying workflows for cardiac arrhythmia professionals. Care teams have always deserved tools that reduce cognitive load, a truth that remains as vital today as it was during the first EHR implementations. Listen to this episode to learn how stakeholders across the cardiology continuum are securing the precise data they need to improve patient outcomes despite persistent interoperability hurdles. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

In this episode, Ricardo discusses how artificial intelligence is transforming project management by moving beyond being just a tool and becoming an active agent in decision-making and execution. He highlights the emergence of new, unpredictable, and difficult-to-control risks that can arise from the interaction between systems. He also emphasizes concerns about manipulation and cybersecurity, since AI can both protect and attack. This scenario challenges traditional risk management practices. In response, he suggests continuous monitoring, controls focused on detection and rapid response, and reinforcing human responsibility. Despite the benefits, understanding these new risks has become essential. Tune in to the podcast to learn more!

Neste episódio, Ricardo aborda como a inteligência artificial está transformando o gerenciamento de projetos ao deixar de ser apenas uma ferramenta e passar a atuar como agente ativo nas decisões e na execução. Ele destaca o surgimento de riscos emergentes, imprevisíveis e difíceis de controlar, que podem surgir da interação entre sistemas. Também enfatiza preocupações com manipulação e cibersegurança, já que a IA pode tanto proteger quanto atacar. Esse cenário desafia práticas tradicionais de gestão de riscos. Como resposta, ele sugere monitoramento contínuo, controles focados em detecção e resposta rápida e o reforço da responsabilidade humana. Apesar dos benefícios, compreender esses novos riscos tornou-se essencial. Ouça o episódio completo para saber mais!

Two back to back conversations - one with a Japan based, experienced investor, and one with a first-time, non-resident would-be investor - what lessons could the former teach the latter?

Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities. In this episode: Market & Rate Update (1:32) Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51) Investing in Bank Sub-Debt (12:22) Coming in May - The Community Bank Performance Institute (39:31) (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA

Our guest this week is Pete Martin, Director of Portfolio Management at Michigan State University Research Foundation. We talk about Michigan technology startups, including pitching and funding. Pete talks about his origin and some of the startups he finds interesting. We also take a look at why companies and people leave or ignore Michigan. Of course, we had to touch on the impact AI is having on startups. Finally, if you’re looking for a new gig, check out the MSU Research Foundation job board.