Podcasts about Portfolio management

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Best podcasts about Portfolio management

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Latest podcast episodes about Portfolio management

The Retirement Wisdom Podcast
Balancing Time, Money & Joy – Glenn Frank

The Retirement Wisdom Podcast

Play Episode Listen Later Sep 29, 2022 35:30


How prepared are you for the non-financial side of retirement? Take our free quiz __________________________ Life is full of trade-offs. By the time you're planning for retirement, you've become a master juggler.  Professor Glenn Frank thinks these skills can be leveraged in planning for retirement, which he views as your encore. The question is how will you balance time, money and joy in your encore phase? Professor Glenn Frank joins us from Massachusetts. __________________________ Bio Glenn Frank is the author of Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth. Professor Glenn Frank is currently the Director of Education at Lexington Wealth Management. Glenn's college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, individual and business taxes, insurance and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He is a member of the program's advisory board and each year teaches a portfolio construction course within the program, Portfolio Management or Investment Vehicles. He has been interviewed by the Wall Street Journal, Reader's Digest, Financial Planning, The Boston Globe,  and various other media outlets. He is a frequent speaker drawing on his 30 years of experience as a financial advisor to share insights on finding a balance between Time, Money and Joy. _____________________________ For More on Glenn Frank The Joy Matrix Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy  Website: Time, Money and Joy.com ______________________________ Podcast Episodes You May Like The Second Curve of Life – Arthur C. Brooks Navigating the Transition – Dr. Maggie Mulqueen A Tapas Life – Andy Robin When Will You Flip the Switch? - Dr. Barbara O'Neill _____________________________ What Readers are Saying About Win the Retirement Game "...the book is amazingly readable, and chock full of insights. " "Definitely the best book I've read on the non-financial aspects of retirement." "The storytelling format makes it fun to read, and the lessons woven into the story are backed up by tons of references." "The storyline of the book is engaging and also actionable, a rare find." Amazon    Barnes & Noble    Bookshop.org Thank you for making the book a #1 Amazon Best Seller in two categories. __________________________ Mentioned in This Podcast Episode Rory Vaden - The Focus Funnel (TEDx Talk) Patrick __________________________ Wise Quotes On Your Encore Phase "Three big questions. Where does your time goes now and where it is likely to go once you leave your employer? That's number one. Number two, where your money goes now, where it's likely to go. Once you leave and three, the tougher one, what truly makes you happy now? And what will likely make you happy in the future? Here's the thing, the opportunity set of activities for that freed up time, you'll suddenly have 40, 50 or 60 hours a week. In your Encore, your opportunities might be endless. If you answer these questions, you can dramatically narrow down the alternatives that would actually work well in your life. Clarity is key." On Happiness "[In The Blue Zones] Dan Buettner studied people from around the globe and created this test with basically scores in three areas, Pleasure, Purpose and Pride. I think the test is pretty accurate from my observation. The happiest people balance these three things. They find time for pleasure, but not too much such that it interferes with their purpose. And of course you need to take pride in whatever you do regarding purpose.

Americana Partners
Stay Invested - September 2022 Market Commentary

Americana Partners

Play Episode Listen Later Sep 28, 2022 45:45


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Bond Investment Mentor
Upside Down - The Inverted Yield Curve

Bond Investment Mentor

Play Episode Listen Later Sep 27, 2022 25:31


Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.In this episode:Federal Reserve & bond market update (3:01)What's the difference between WAL and duration? (8:07)Texas PSF program approaches its maximum capacity (10:33)The Inverted Yield Curve (13:27)What is an inverted yield curve?Understanding the "2s/10s" spreadHistorical curve inversion dataWhat does an inverted yield curve mean?Investment considerations when the curve is invertedOnline training with the Bond Basics Course (21:20) (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, CFAFacebook:  Bond Investment Mentor

5 Minutes Podcast with Ricardo Vargas
BANI Is Not the Evolution of VUCA!

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Sep 25, 2022 6:26


In this week's episode, Ricardo talks about the relationship between the concepts of BANI and VUCA. The acronym VUCA for "volatile," "uncertainly," "complex," and "ambiguous" has its origins in the American army during the cold war and sought to explain the constant changes and complexity of contemporary entities, which alter our perception of what is right and what is wrong. The acronym BANI is more recent and was created by anthropologist Jamais Cascio in 2018. The term means "brittle," "anxious," "non-linear," and "incomprehensible" and has become very popular with the pandemic. For Ricardo, despite the acronyms BANI and VUCA having different formats and many saying that BANI is an evolution of VUCA, he shows evidence that the two terms reproduce practically in the same way (despite using other names) the functioning of our society marked by instability, transformation, and inability to predict. The instability causes a feeling of uncertainty, out of control, and anxiety in people. Listen to #5minpodcast to understand better.

5 Minutes Podcast com Ricardo Vargas
BANI Não É a Evolução do VUCA!

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Sep 25, 2022 6:41


No episódio desta semana, Ricardo fala sobre a relação entre os conceitos de BANI e VUCA. O acrônimo VUCA para “volátil”, “incerto” (“uncertainly”), “complexo” e “ambíguo”, tem sua origem no exército americano durante a guerra fria e buscava explicar as constantes mudanças e a complexidade das entidades contemporâneas, que alteram a nossa percepção sobre o que é certo e o que é errado. O acrônimo BANI é mais recente e foi criado pelo antropólogo Jamais Cascio em 2018. O termo significa “frágil” (“brittle”), “ansioso”, “não-linear” e “incompreensível” e se tornou muito popular com a pandemia. Para Ricardo, apesar dos acrônimos BANI e VUCA terem formatos diferentes e muitos falarem que BANI é uma evolução do VUCA, ele mostra evidencias de que os dois termos reproduzem praticamente da mesma forma (mesmo que usem outros nomes) o funcionamento da nossa sociedade marcada pela instabilidade, transformação e incapacidade de prever. Instabilidade essa que causa uma sensação de incerteza, descontrole e ansiedade nas pessoas. Escute o #5minpodcast para entender melhor.

ITPM Podcast
Episode 90 - Preying on the Weak

ITPM Podcast

Play Episode Listen Later Sep 23, 2022 34:44


What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and provides charts and other supplementary material to compliment the conversation. This time on What's On Your Mind, Chris Quill talks to Raj Malhotra & Ben Berggreen about their take on the markets and various equity ideas. Enjoy the show, and don't forget to subscribe!

Currently by Studio Prometheus
Economic reality vs. investor positioning, portfolio management strategies to consider now, and the effects of WFH on productivity and career longevity w/ Alon Rosin

Currently by Studio Prometheus

Play Episode Listen Later Sep 21, 2022 37:11


Today Ryan Pallotta is talking with Alon Rosin, Managing Director and Head of Institutional Equity Derivatives at Oppenheimer & Co.Their chat begins with an appraisal of the current state of the market, with Alon describing what he calls the battle between "economic reality and investor positioning."Alon then gets into some specific portfolio management strategies. He explains why, with a lot of volatility in the market, it's a good time to use options. He also touches on the benefits of professional money managers, remarking that even sophisticated investors use the talents of other investment professionals with strengths in other areas. Lastly, Alon and Ryan discuss the ramifications of work-from-home and hybrid models, honing in on career longevity, productivity, and real estate. 

Lusk Perspectives
Leadership and Rethinking Work

Lusk Perspectives

Play Episode Listen Later Sep 20, 2022 58:41


An industry panel discusses the changing dynamics of office work in real estate and beyond. By now, it's apparent that some version of remote work is here to stay for a dominant number of firms. Remote and hybrid work can solve serious employee issues like flexibility, commute times, and even productivity. However, the new work arrangements are not without drawbacks. Moderator Mary Lynne Boorn (Associate Professor, USC Sol Price School of Public Policy) invites Allison Lynch (Compass Ventures), Amalia Paliobeis (Senior Director, Portfolio Management, AvantStay), and Brandi Popovich (Vice President, Talent Acquisition, SoLa Impact) to bring insights from their unique perspective on hiring and retention, adaptive management styles, office space, and to discuss lessons learned in distributed work environments. Included in the discussion: - The new costs of mandating an entirely in-person work week - How remote environments impact mentorship - Crucial in-person activities for employees and employers - Strategies for preserving company culture   Links to mentioned resources: The Work/Life Integration Project - http://worklife.wharton.upenn.edu/   More: https://lusk.usc.edu/perspectives

5 Minutes Podcast com Ricardo Vargas
Três Dicas para Desenvolver e Manter um Squad Perfeito

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Sep 19, 2022 6:31


Nesta semana, Ricardo discute o uso de "Squads" dentro de projetos e dá dicas sobre como construir e sustentar equipes eficazes. O uso moderno do termo "Squad" ou esquadrão, no contexto de gerenciamento de projetos remonta a um conceito militar em que uma equipe multifuncional atua de forma independente para completar uma série de missões. Essa ideia de uma equipe multifuncional e autônoma tornou-se o suporte central dos modelos ágeis que se originaram no desenvolvimento de software e, desde então, foram estendidos a outros tipos de projetos. Hoje os Squads são usados em várias outras abordagens. Ricardo destaca a importância do trabalho em equipe, fuso horário e comunicação aberta para o sucesso do Squad. Escute o #5minpodcast para saber mais.

5 Minutes Podcast with Ricardo Vargas
Three Tips To Develop and Sustain a Perfect Squad

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Sep 19, 2022 7:50


This week, Ricardo discusses using "Squads" within projects and gives tips on building and sustaining effective teams. The modern use of the term "Squad" in project management can be traced back to a military concept in which a multidisciplinary team acts independently to complete a series of missions. This idea of a cross-functional and autonomous team became the core support of agile models that originated in software development and has since been extended to other types of projects. Currently, you can find Squads in many different delivery methods. Ricardo stresses the importance of teamwork, time-zone, and open lines of communication for the Squad's success. Listen to this week's #5minpodcast to learn more.

The VectorVest Stock Market Podcast
How to Optimize Your Portfolio for Maximum Returns | VectorVest

The VectorVest Stock Market Podcast

Play Episode Listen Later Sep 19, 2022 17:42


https://youtu.be/_oGPUEUA1IMFREE Register for The Complete STOCK MARKET MASTER CLASS ➥➥➥ https://vectorvest.com/MasterClassTry VectorVest for only $0.99  ➥➥➥ https://www.vectorvest.com/YTWhen investing in the market we have to have some understanding that this is a business and needs to manage as such! We always hope that in the long term, we have strong stocks that will produce results. What happens when the market goes down? What do you do with those stocks? Well, now it's time to make a business decision and not an emotional one. This video shows you how to do just that!How to Optimize Your Portfolio for Maximum Returns | VectorVestUse this link for a FREE Stock Analysis Report ➥➥➥ http://bit.ly/2KsZlqzVectorVest mobile app ➥➥➥ http://bit.ly/2UjF6y6 SUBSCRIBE To The VectorVest Channel ➥➥➥ https://www.youtube.com/user/VectorVestMB/?sub_confirmation=1

Financial Advisor's Workshop with Brian Kasal
#27 Should You Outsource Your Clients' Portfolio Management? w/ Brandon Steele | CEO/Founder at Mainsail Financial Group

Financial Advisor's Workshop with Brian Kasal

Play Episode Listen Later Sep 17, 2022 22:41


Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/ Brandon Steele, CFP®, ChFC® is a financial planner, CEO, and co-founder of Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent the last decade working to help educate and prepare families for retirement. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others. https://www.linkedin.com/in/blsteele https://www.mainsailfg.com (Company) https://twitter.com/theblsteele To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

ITPM Podcast
Episode 89 - Travel Boom to Bust

ITPM Podcast

Play Episode Listen Later Sep 16, 2022 33:23


What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and provides charts and other supplementary material to compliment the conversation. This time on What's On Your Mind, Chris Quill talks to Jason McDonald & Ross Williams about their take on the markets and various equity ideas. Enjoy the show, and don't forget to subscribe!

Innovation Talks
The governance pillar of portfolio management with Huub Rutten

Innovation Talks

Play Episode Listen Later Sep 12, 2022 17:42


5 Minutes Podcast with Ricardo Vargas
Why Chaotic Systems Matter to My Work

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Sep 11, 2022 8:27


In this week's episode, Ricardo talks about the connection between Chaotic Systems and the behavior of risks in the project. Chaotic systems are highly disordered and unpredictable, where minor changes in initial parameters cause drastic changes in the future. Consider the global shipping crisis. COVID-19 caused some ports worldwide to close during the pandemic, resulting in an insane search for available containers on one side of the globe while thousands of empty containers are filling ports on the other side of the planet. According to some experts, correcting this mismatch can take months, if not years. However, not all chaotic systems are the same. Some chaotic systems just happen, and you have little control over them, such as the weather forecast for the next two or three days. These are chaotic systems of level 1. LLevel 2 systems are the epiphany of chaos. These systems change by the simple fact that you start measuring them. A good example is the stock market. If there were a perfect algorithm that predicted a stock's price would rise tomorrow with 100% certainty, the stock price would not rise tomorrow but today due to increased demand for that stock. Another example we all faced two years ago happened when toilet paper disappeared from the counter of stores in the early days of a pandemic. These events are called a level 2 chaotic system, and no one knows where it began. The more people measure, act or intervene, the more chaotic it becomes... Our challenge today is that everything we do is at level 2 chaos, necessitating a different set of skills and adaptability. Listen to this week's #5minpodcast to learn more.

5 Minutes Podcast com Ricardo Vargas
Por que Sistemas Caóticos São Importantes para o Meu Trabalho

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Sep 11, 2022 7:50


No episódio desta semana, Ricardo fala sobre a conexão entre os Sistemas Caóticos e o comportamento dos riscos no projeto. Sistemas caóticos são altamente desordenados e imprevisíveis, onde pequenas mudanças em alguns parâmetros iniciais podem causar mudanças radicais no futuro. Vejam a crise do transporte marítimo. O COVID-19 fazendo com que alguns portos do mundo ficassem fechados na pandemia fizeram com que containers faltassem de um lado do planeta e sobrassem do outro. Corrigir essa falta de sintonia pode levar meses e, alguns especialistas até falam em anos. Mas nem todo sistema caótico é igual. Existem os sistemas que são caóticos, mas você tem pouca condição de interferir, como por exemplo o clima daqui a 2 ou 3 dias. Esses são sistemas caóticos do nível 1. Já os sistemas do nível 2 são o ápice do caos. Eles mudam pelo simples fato de você medi-lo. Vejam a bolsa de valores. Se existisse um algoritmo perfeito para prever que o preço de uma ação iria subir amanhã, o evento disso nas pessoas faria com que o preço subisse hoje devido ao excesso de demanda. Vejam o exemplo da demanda por papel higiênico durante os primeiros dias da pandemia. Um sistema caótico de nível 2. E ninguém sabe onde começou. O nosso desafio é que praticamente tudo que fazemos hoje está no nível 2 de caos e isso requer uma habilidade e uma capacidade de adaptação diferente. Escute o #5minpodcast para saber mais.

Equity Mates Investing Podcast
Expert: Nathan Bell - The 2, 4, 6 rule of portfolio construction | InvestSMART

Equity Mates Investing Podcast

Play Episode Listen Later Sep 8, 2022 50:19


Head of Research & Portfolio Management at InvestSmart, Nathan Bell discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided our strong performance since 2011. This episode is sponsored by InvestSmartAlec mentions a previous episode featuring Domino's Pizza CEO: Don Meij (ASX: DMP)Book mentioned: The Essays of Warren Buffett: Lessons for Corporate America, by Warren Buffett & Lawrence Cunningham********FINFEST is coming very soon. Calling all bulls, bears and party animals.The market's closed and the bar is open. Come and trade ideas at Australia's biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, it's an inspiring and empowering event for investors of any level of experience.15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake****Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Two Smart Assets
Achieving Financial Freedom Faster with RV Campgrounds with Don Spafford

Two Smart Assets

Play Episode Listen Later Sep 7, 2022 23:07


Are you looking for another investment with a faster return than the usual ones? Join Daniel Nickles and Don Spafford as they talk about an investment with a higher and faster return. Don shares about how he started as someone who followed traditional investment and retirement plans to someone doing various forms of real estate investment; and finally to someone who looked for an investment with a higher and faster return. Tune in to learn more about how this fun and unique investment brings you faster to achieving financial freedom.  Outline of the episode…  His Real Estate journey  The difference between RV resorts from RV parks  Amenities offered in RV resort  Unique benefits of investing in campground syndication  About Don Spafford…  Don has a strong educational background in finance and investing. He graduated Cuma Sum Laude from the University of Nebraska at Omaha. He graduated with quadruple majors in Finance, Banking, Investment Science and Portfolio Management, and Accounting. He studied for both the CFA and CPA exams. He has worked for over 18 years in the financial securities industry. He followed the traditional plan of saving and investing for retirement through traditional retirement accounts and some fun stock investing where he has done relatively well. But knew that he would likely never reach his financial goals that way.  He began understanding Real Estate as an alternative investment vehicle around 2010 when his wife became a Realtor. He read books and researched how to do it. It wasn't until his family moved to South East Idaho in 2015 when he finally got serious about it after realizing that it was the short cut to financial independence. He bought his first small multi-family property in 2017 and began to quickly scale after that. Within a few years he achieved greater wealth than what he ever thought would have been possible when he first started.   Don started doing some ground-up development projects in early 2021 with partnerships as well as syndicating large apartment building developments. While pursuing other value-add multi-family opportunities he was not satisfied with the low, average returns he was seeing offered. He began searching for something better.  Don heard about RV Campgrounds as an investment option. Realizing that he lives within 90 minutes of Yellowstone Park, and many other National Parks within a relatively short drive, he saw that there was a huge opportunity with campgrounds. Soon after he met Adam Lendi and partnered with Happy Camper Capital and is now thrilled to provide great, high-income opportunities to others who seek financial freedom with something fun.  Connect with Don Spafford here…  LinkedIn: https://www.linkedin.com/in/don-spafford-5887867/  Website: https://happycampercapital.com/    Connect with Two Smart Assets on... Website: https://twosmartassets.com/ Facebook: https://www.facebook.com/TwoSmartAssets/ Instagram: https://www.instagram.com/twosmartass YouTube: https://www.youtube.com/channel/UC5b8

5 Minutes Podcast with Ricardo Vargas
Three Tips To Mitigate Inflation Risks in Your Project

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Sep 4, 2022 7:54


This week Ricardo discusses the impact of inflation on the project risks. In the past, countries with weak economies were more likely to experience inflation; however, today, countries with stronger economies, like those in Europe, are experiencing relevant impacts of inflation. The ability to complete projects may be heavily impacted by inflation, which presents a significant issue for project managers. Depending on where the project is, it may even be required to consider if it is feasible to move forward. Regarding this scenario, Ricardo offers three suggestions for risk mitigation that can be applied in the early stages of the project and another three suggestions to be applied in later stages. Listen to this week's #5minpodcast to learn more

5 Minutes Podcast com Ricardo Vargas
Três Dicas para Mitigar os Riscos de Inflação em seu Projeto

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Sep 4, 2022 8:19


Nesta semana Ricardo discute o impacto da inflação nos riscos do projeto. No passado, países com economias mais fracas eram mais propensos a sofrer inflação; porém, hoje, países com economias mais fortes, como os da Europa, sofrem impactos relevantes da inflação. A capacidade de concluir projetos pode ser fortemente impactada pela inflação, o que representa um problema significativo para os gerentes de projeto. Dependendo do ponto em que o projeto está, pode até ser necessário considerar se é viável avançar. Sobre este cenário, Ricardo oferece três sugestões de mitigação de riscos que podem ser aplicadas em fases iniciais do projeto e outras três sugestões para serem aplicadas em fases posteriores. Escute o #5minpodcast para saber mais.

Americana Partners
Stay Invested - August 2022 Market Commentary

Americana Partners

Play Episode Listen Later Sep 4, 2022 45:57


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Stormkast med Valebrokk & Stordalen

Langt fra alle har et forhold til forkortelsen ESG. Av de som vet hva ESG står for, og hva ESG-rapportering innebærer, er det nok noen som synes det er helt topp. Men i det siste har det boblet opp mye kritikk. Fører ESG-rapportering til grønnvasking? Bør vi droppe noen av bokstavene? Trenger vi ESG-rapportering i det hele tatt? Vi tar diskusjonen med Kirsten Margrethe Hovi, VP og ESG-rådgiver i Hydro, og Trym Riksen, Head of Portfolio Management i Gabler.

Product Thinking
Driving Portfolio Management with Becky Flint

Product Thinking

Play Episode Listen Later Aug 31, 2022 42:05 Very Popular


Melissa Perri welcomes Becky Flint to this episode of the Product Thinking Podcast. Becky is the Founder and CEO of Dragonboat, the responsive portfolio platform for product and technology leaders, and is an expert in outcome-focused product practice and operations. Becky joins Melissa to discuss how she recognized the need for a portfolio management tool like Dragonboat, why portfolio management should be adopted by any size team, common pitfalls in early portfolio management, why it's the next iteration of agile, and how to implement a portfolio management practice into an organization.  Here are some key points you'll hear Melissa and Becky talk about: Becky's journey into product and how Dragonboat came about. Portfolio management is not just for large companies or about how you create a hierarchy. It's about how you make a decision across the product organization to support various needs and lenses of the business. Product operations ensures that people work at a consistent output - this consistency needs to be to an extent where effective decision making can happen. Melissa asks Becky about some mistakes people make with portfolio management. “When people think about portfolio management, they usually think about hierarchy,” Becky shares. “The challenge with hierarchy is that it's static - once your business changes, you're stuck. People forget the problem they're trying to solve with the business when they spend so much time trying to figure out a hierarchy.” When companies started out trying to do agile and Scrum purely by the book, they encountered many difficulties because there was so much learning, evolving and adapting involved in those processes. You don't need to roll out portfolios in every facet of your company - that would be way too time-consuming and tedious if you have multiple products. Rather, you can start in a few product areas. “Take one or two teams who are ready for change and start to apply portfolio management to areas that are somewhat independent,” Becky advises. No one can build a product alone, and no one can take it to market alone.  Becky and Melissa discuss why the role of Chief Product Officer is necessary. Becky says, “Having a leader driving the vision and strategy and enabling the team actually innovates and creates ideas, and makes them able to deliver.” Resources Becky Flint on the Web | LinkedIn | Twitter

ITPM Podcast
Episode 88 - Skewering the Bull

ITPM Podcast

Play Episode Listen Later Aug 30, 2022 59:05


What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and provides charts and other supplementary material to compliment the conversation. This time on What's On Your Mind, Chris Quill talks to Edward Shek & Anthony Iser about their take on the markets and various equity ideas. Enjoy the show, and don't forget to subscribe!

5 Minutes Podcast with Ricardo Vargas
The Challenges When You are Overqualified for a Job

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Aug 28, 2022 6:56


In this week's episode, Ricardo talks about the difficulty faced by those overqualified for a given position. When a company creates a position for a new team member and receives a resume with qualifications much in excess of those needed, this CV is most likely not going to be chosen. A highly competent candidate for the job may be financially motivated and use the company as a stepping stone or may rapidly lose interest in their work, according to the employer's perspective. Considering the high costs of training the professional, the company will not invest in a person who apparently will not stay there for a long time. Ricardo offers three suggestions on what to do in this circumstance. Listen to this week's #5minpodcast to learn more. #team, #resource-management, #overqualification

5 Minutes Podcast com Ricardo Vargas
Os Desafios Quando Você Está Super Qualificado para um Emprego

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Aug 28, 2022 5:17


No episódio desta semana, Ricardo fala sobre o desafio para as pessoas que são excessivamente qualificadas para um determinado trabalho. Se a empresa abre uma oportunidade de iniciante para membro de equipe e recebe um currículo com qualificações muito superior ao que foi pedido, este currículo na maioria das vezes, não será selecionado. Sob o ponto de vista da empresa, uma pessoa muito qualificada para a vaga, pode estar com uma motivação financeira e irá usar a empresa como um trampolim ou tende a perder rapidamente a motivação no trabalho. Considerando os altos custos de treinamento do profissional, a empresa não irá investir em uma pessoa que aparentemente não ficará muito tempo nela. Ricardo dá três dicas sobre como agir nesta situação. Escute o #5minpodcast para saber mais. #team, #resource-management, #overqualification

Americana Partners
Stay Invested - August 2022 (Summary) Market Commentary

Americana Partners

Play Episode Listen Later Aug 26, 2022 6:44


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

The Positive Effect - A retail leaders guide to changing the world
Season 3: Episode 2. Featuring Andrew Laudato COO, of The Vitamin Shoppe and now turned Author

The Positive Effect - A retail leaders guide to changing the world

Play Episode Listen Later Aug 24, 2022 33:08


The impact of Positive Leadership needs to be celebrated and shared; it is the number one driving force of successful companies in my experience. Andrew Laudato is a passionate Leader with expertise in Retail, Healthcare, Technology, Supply Chain, Digital, e-Commerce, Analytics, Project Management, Portfolio Management, and Agile. He is currently the Chief Operating Officer at The Vitamin Shoppe and the Author of Fostering Innovation: How to Build an Amazing IT Team. You can purchase his book here on AMAZON directly. I met Andrew a year ago at a Retail Networking Event in NY; his energy and passion for leadership and building teams were evident from the moment I met him. I can't wait to learn more about his book, retail career and leadership methodology, and journey. This is a conversation you don't want to miss. --- Support this podcast: https://anchor.fm/april477/support

Innovation Talks
Pillars of Portfolio Management with Huub Rutten

Innovation Talks

Play Episode Listen Later Aug 22, 2022 31:07


5 Minutes Podcast with Ricardo Vargas
Benefits and Drawbacks of the Passion Economy

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Aug 21, 2022 7:20


In this week's episode, Ricardo addresses the Passion Economy. There is a "passion economy" when you make money doing something you enjoy. The biggest illustration of this notion is the digital influencer, who may share information, expertise, and insights about a topic they find fascinating and monetize the content through a YouTube or TikTok channel, for example. However, the process is not as simple as most people believe. The majority of the "rockstars" of the passion economy represent a minuscule portion of the market. And transforming the passion into results takes time and a lot of effort. As Adam Davidson's book The Passion Economy examines in depth, your efforts to create money from a passion may not always provide the anticipated results. To understand more and relate it to your project and innovation efforts, listen to this week's #5minpodcast.

5 Minutes Podcast com Ricardo Vargas
Benefícios e desvantagens da Economia da Paixão (Passion Economy)

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Aug 21, 2022 6:28


No episódio desta semana, Ricardo aborda a Economia da Paixão. Existe uma "economia da paixão" quando você ganha dinheiro fazendo algo que gosta. A maior referência dessa percepção é o influenciador digital, que pode compartilhar informações, conhecimentos e insights sobre um tema que ache fascinante e monetizar o conteúdo por meio de um canal do YouTube ou TikTok, por exemplo. No entanto, o processo não é tão simples como a maioria das pessoas acredita. A maioria dos "rockstars" da economia da paixão representa uma parcela minúscula do mercado. E transformar a paixão em resultados leva tempo e muito esforço. Como o livro de Adam Davidson The Passion Economy examina em profundidade, seus esforços para criar dinheiro a partir de uma paixão podem nem sempre fornecer os resultados esperados. Para entender mais e relacioná-lo ao seu projeto e esforços de inovação, ouça o #5minpodcast desta semana.

Destination Devy Podcast
Stratton Oakmont Portfolio Management

Destination Devy Podcast

Play Episode Listen Later Aug 19, 2022 63:22


Adam(@atm4dchess) and Mike(@iowamichael) discuss some players to which they have too much exposure to. What is the best course of action if you are over-exposed to players? For the 4D guys, a lot of it comes down to your plan or strategy with said player. We believe it's all about finding ways to leverage certain assets and ultimately force values at these specific spots. Back from THE Expo, home sweet home.

5 Minutes Podcast with Ricardo Vargas
The Trap of Diderot Effect: Never Implement a Feature You Don't Need

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Aug 15, 2022 7:03


In this week's episode, Ricardo addresses the risks of the Diderot Effect. For many, this effect is directly related to consumption bias. However, it is perfectly applied also when we add something to our project, and that something triggers a series of new features causing control to be completely lost. This effect impacts budget, deadlines, and team, among many other factors. It's like consumption; when we buy an outfit, it sometimes emphasizes that the shoe is not so new. With that, we bought an entire garment due to the trigger of the first purchase. Ricardo gives three tips on not falling into this Diderot effect trap. Listen to this week's #5minpodcast to learn more.

5 Minutes Podcast com Ricardo Vargas
A Armadilha do Efeito Diderot: Nunca Implemente uma Funcionalidade que Você Não Precisa

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Aug 15, 2022 6:58


No episódio desta semana, Ricardo aborda os riscos do Efeito Diderot. Para muitos, esse efeito é diretamente relacionado com o viés de consumo. No entanto ele é perfeitamente aplicado também quando adicionamos algo no nosso projeto e esse algo desencadeia uma série de novas funcionalidades fazendo com que o controle seja completamente perdido. Isso impacta orçamento, prazos, time, dentre inúmeros outros fatores. É como no consumo, quando compramos uma roupa, às vezes ela acaba destacando que o sapato não é tão novo. Com isso acabamos comprando um vestuário inteiro devido ao gatilho da primeira compra. Ricardo dá três dicas sobre como não cair nesta armadilha do efeito Diderot. Escute o #5minpodcast para saber mais.

ITPM Podcast
Episode 87 - The Dash for Trash

ITPM Podcast

Play Episode Listen Later Aug 12, 2022 34:25


What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and provides charts and other supplementary material to compliment the conversation. This time on What's On Your Mind, Chris Quill talks to Jason McDonald & Ross Williams about their take on the markets and various equity ideas. Enjoy the show, and don't forget to subscribe!

5 Minutes Podcast com Ricardo Vargas
As Aplicações Ilimitadas de Gerenciamento de Projetos no Agronegócio

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Aug 7, 2022 6:26


No episódio desta semana, Ricardo fala sobre Gerenciamento de Projetos no Agronegócio. Ele explica como podemos aplicar o gerenciamento de projetos neste segmento que é tão diferente para muitos de nós. Ricardo comenta que o agronegócio está passando por uma transformação tão poderosa quanto a área de tecnologia, usando digitalização, georreferenciamento e tecnologia, e projeto para fazer seleção de crops (mudas) que serão usadas no agronegócio. A safra de um produto agrícola por exemplo, pode ser considerada um projeto, pois ela é temporária e única devido as condições ambientais, de solo e local. E a gestão de projetos irá identificar por exemplo os riscos mercadológicos, ambientais e de volatilidade de preço que podem ocorrer dependendo do tipo de colheita. O gerenciamento de projetos no agronegócio também pode ser usado na logística para distribuição dos produtos e grãos. Ricardo dá exemplos do impacto global desta logística, como a distribuição dos grãos na Ucrânia, que estão contidos no porto de Odessa, devido à guerra. Outro exemplo é o próprio Brasil que é um produtor de produtos agrícolas extremamente importante, com uma dimensão continental onde a logística para fazer os produtos chegarem ao porto é um grande desafio. Ricardo fala também das abordagens ágeis que são usadas pelos negócios que nascem ao redor do agronegócio. Por fim, Ricardo comenta sobre um projeto para escoamento de grãos usando a rede fluvial que é tese de doutorado de um amigo em Portugal e de um projeto para apoiar o plantio sustentável de oliveiras para azeite no Marrocos que foi realizado no período em que ele liderou a área de projetos na UNOPS (Nações Unidas) Escute o #5minpodcast para saber mais.

5 Minutes Podcast with Ricardo Vargas
The Unlimited Applications of Project Management in Agribusiness

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Aug 7, 2022 6:30


In this week's episode, Ricardo talks about Project Management in Agribusiness. He explains how we can apply project management in this segment, which is so different for many of us. Ricardo comments that agribusiness is transforming as powerful as the technology area, using digitalization, georeferencing e technology, and project to select crops that will be used in this area. For example, the harvest of an agricultural product can be considered a project, as it is temporary and unique due to environmental, soil, and local conditions. And project management will identify, for example, market, environmental, and price volatility risks that may occur depending on the type of harvest. Agribusiness project management can also be used in logistics to distribute products and grains. Ricardo gives examples of global impact in this logistics, such as the distribution of grains in Ukraine contained in the Odesa port due to the war. Another example is Brazil itself, a significant producer of agricultural products, with a continental dimension where the logistics of getting the products to the port is a great challenge. Ricardo also talks about the agile approaches that are used by businesses that are born around agribusiness. Finally, Ricardo comments on a project for grain flow using the river network, which is a doctoral thesis of a friend in Portugal and a project to support the sustainable planting of olive trees for olive oil in Morocco that was carried out during the period in which he led the project area at UNOPS (United Nations) Listen to this week's #5minpodcast to learn more.

Fill The Gap: The Official Podcast of the CMT Association
Episode 20: David Keller, CMT

Fill The Gap: The Official Podcast of the CMT Association

Play Episode Play 57 sec Highlight Listen Later Aug 5, 2022 66:42 Transcription Available


Most market participants have learned that the markets are driven by Fear and Greed. This month's guest challenges that assumption with the idea that financial markets are ruled strictly by fear alone… Fear of loss, fear of missing out, fear of being wrong. Knowing that humans are not purely rational has helped academic research in the field of Behavioral Finance adapt theories to what technical analysis has proven to work in practice. This month's esteemed guest has an encyclopedic knowledge of the tools as detailed in the compilation he edited in 2007 for Bloomberg Press: Breakthroughs in Technical Analysis: New Thinking from the World's Top Minds, as well as a deep understanding of applied behavioral finance. Through his blog The Mindful Investor, Dave explores disciplined routine decision making under conditions of uncertainty.As host of The Final Bar on StockCharts TV and serving as Chief Market Strategist at StockCharts.com, Dave remains closely attuned to today's market dynamics. This interview discusses the current state of equity markets and the responsible approach investors must take to navigate periods of regime shift.

Afternoon Drive with John Maytham
LIBERTY OFFSHORE INVESTMENTS

Afternoon Drive with John Maytham

Play Episode Listen Later Aug 4, 2022 7:34


Guest: Nishaan Desai - Divisional Executive: Investment Portfolio Solutions, Portfolio Management at LibertySee omnystudio.com/listener for privacy information.

Endgame with Gita Wirjawan
Pei Yuen Wong: Cybersecurity, Down But Not Beaten

Endgame with Gita Wirjawan

Play Episode Listen Later Aug 3, 2022 53:57


Keamanan siber adalah perlindungan yang sangat dibutuhkan untuk menjaga dan mempertahankan kerahasiaan (confidentiality), integritas (integrity), dan ketersediaan (availability) informasi elektronik atau Sistem Elektronik. Lalu, apa endgame dari kemanan siber? Pei Yuen Wong CTO dari IBM Security untuk Asia Tenggara, Australia, Selandia Baru, and Korea, bicara tentang pentingnya prinsip “zero-trust” dan resiliensi dalam menghadapi ancaman siber. Pei Yuen Wong adalah pimpinan senior di bidang bisnis dan teknologi dengan pengalaman lebih dari 20 tahun dalam R&D Pertahanan, Pemerintah dan Sektor Keuangan, serta keahlian di bidang Security Architecture, Security Programme dan Portfolio Management, Offensive Security, SOC Operations, Governance, Risk Management & Compliance. Saat ini, Pei Yuen berperan aktif dalam transformasi keamanan siber untuk melindungi organisasi dari ancaman siber dengan memanfaatkan inovasi dalam teknologi keamanan siber. #Endgame #GitaWirjawan #cybersecurity -------------------------- Pre-Order merchandise resmi Endgame: https://wa.me//628119182045 Berminat menjadi "policy leaders" berikutnya? Hubungi: admissions.sgpp.ac.id admissions@sgpp.ac.id https://wa.me/628111522504 Playlist episode "Endgame" lainnya: https://endgame.id/season2 https://endgame.id/season1 https://endgame.id/thetake

5 Minutes Podcast com Ricardo Vargas
Lembre-se de que a Lei dos Retornos Decrescentes Também se Aplica aos Seus Esforços em Projetos

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Jul 31, 2022 5:39


No episódio desta semana, Ricardo fala sobre a Lei dos Retornos Decrescentes aplicada ao esforço que fazemos para gerenciar projetos. Muitas vezes ficamos na dúvida sobre até que ponto vale a pena gerenciar, e procuramos simplificar a gestão ao máximo para evitar a burocracia quando passamos grande parte do tempo em reuniões ou preenchendo documentos e modelos sem chegar a nenhum resultado. Ricardo explica que de acordo com a lei do retorno decrescente, o resultado do projeto irá melhorar com o aumento da capacidade de gestão. Porém temos que encontrar um nível de gestão ótimo que maximize os resultados, e não a produção de papel. Muitas vezes criamos um processo de controle mais burocrático com mais esforço devido a uma paranoia que temos com os riscos e uma percepção de que tudo precisa ser controlado. Com isto, chegamos a um ponto de retorno decrescente, onde gastamos mais para ter menos. Escute o #5minpodcast para saber mais!