Podcasts about portfolio managers

The dollar has weakened considerably so far this year.Amidst the new US Adminstration's hardball trade tactics, critics claim that foreigners are ramping up their de-dollarization efforts, buying less US debt, and that the days of the dollar as the dominant world reserve currency are ending.How much truth, if any, underlies this?For answers, we're fortunate to welcome back to the program  Brent Johnson, CEO & Portfolio Manager at Santiago Capital, developer of the Dollar Milkshake Theory.Brent thinks the dollar has become quite oversold, so don't be surprised to see it rally.Also, he thinks it's more likely than not that a stock market correction will happen by September.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#dollar #marketcorrection #geopolitics _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we talk about cultivating a healthy financial outlook and answer listener questions about Exchange Traded Funds and 401 K accounts. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

The EPA's Energy Star program—best known for its blue label on appliances—is on the chopping block, and its loss could disrupt billions in energy savings, financing terms, and compliance requirements for commercial property owners. Kathy Fettke explains what's at stake for real estate investors, from the potential loss of Portfolio Manager's nationwide benchmarking system to the ripple effects on loans, property values, and market standards. While the change could create costly disruptions, some analysts believe it may open the door for more competitive, innovative energy management solutions from the private sector. Learn which markets face the highest risk, how to safeguard your data, and what steps to take now to prepare. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1   FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE: https://www.cnbc.com/2025/08/06/energy-star-commercial-real-estate.html   

Christopher Jensen, Portfolio Manager & Director of Digital Asset Research for Franklin Templeton, joined me to discuss the firm's crypto initiatives—including ETFs, tokenization, and much more. Topics:- Franklin Templeton's crypto strategy - The Benji Tokenization Platform- Market outlook for real-world asset tokenization - Traditional finance's (TradFi) entrance into crypto - The GENIUS Act and its impact on the stablecoin market - What to expect from the upcoming CLARITY Act - The broader outlook for crypto adoption Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

This webinar was recorded live on August 6, 2025 at 11am ET.Tune in for a dynamic conversation with Lieutenant Colonel Tony Bancroft, USMCR, former F/A-18 fighter pilot and Portfolio Manager of the Gabelli Commercial Aerospace and Defense ETF (GCAD), moderated by Miles McQuillen, Assistant Vice President at Gabelli. In this webinar, we explore the opportunities taking shape across the dynamic aerospace and defense landscape. From Tony's unique journey as a former fighter pilot, to his perspective today managing investments in this critical sector, he covers:• Why Aerospace & Defense now? Tailwinds from global security dynamics and commercial aviation recovery.• Tony's investment process: how ideas transition from research screens to portfolio positions.• Recent market moves: what's driving returns, where risks may be underappreciated.• Case studies from current holdings — the business models, secular growth stories, and defense contracts underpinning the fund.• Behind the fund: lessons from the cockpit to Wall Street.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Stan Wong, Portfolio Manager at Scotia Wealth Management, shares his outlook on North American Large Caps & ETFs.

Grant Nader, Portfolio Manager at Benguela Global Fund Managers joins host Stephen Grootes to analyze the day's market fluctuations and delve into the latest developments in business and finance. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town

August 7, 2025 ~ David Sowerby, Managing Director and Portfolio Manager at Ancora Bloomfield Hills discusses the tariffs that go into effect today and more that are being threatened.

Success as a founder is about more than impressive AUM. It's about maintaining autonomy and connnection. It's about taking pride in what you do, the team you've built, and most importantly having fun along the way. Take it from today's guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners.In this episode, he and Stacy discuss: Greg's backstory: From Fidelity Investments to co-founding a $27B investment firmHow his passion for connecting people and numbers drove him into small-cap investingHis big leap from the shallow end of co-foundership to founding his own firm Why AUM isn't the only measure of success in small-cap investingStrategies for maximizing return on time in small-cap investingThe challenges of climbing the ranks in the fund worldKey advice for fund managers considering leaping into entrepreneurship About Greg Dean:  Greg founded Langdon Equity Partners in 2021 and is the firm's Chief Executive. He is the lead investor for Global and Canadian smaller companies portfolios. Greg has over 15 years' experience in investment management.  Before founding Langdon he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.Previously he spent 3 years as a Canadian analyst covering consumer and infrastructure at Fidelity Investments.  Greg has a degree in Mathematics from the University of Waterloo and a Bachelors of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder. Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  Resources Mentioned in This Episode: Song: 22 Two's – JAY-Z  Books: Same as Ever by Morgan Housel, Start-Up Nation by Dan Senor - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

Chris Steward, Portfolio Manager at Ninety-One and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The space economy is quickly moving from science fiction to investable reality, reshaping industries far beyond rockets and satellites. But with hype and misconceptions clouding the landscape, how can investors separate signal from noise and identify the true drivers of value in this rapidly expanding market?   On this episode of Disruptive Forces, host Anu Rajakumar sits down with Dan Hanson, Senior Portfolio Manager and Head of the US Quality Equity Team, and Evelyn Chow, Portfolio Manager for Climate Innovation and Next Generation Space Economy Strategies. Together, they discuss how investors can navigate risks, debunk myths, and access a universe of opportunities well beyond Earth's atmosphere.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.     This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.     The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.     © 2025 Neuberger Berman Group LLC. All rights reserved. 

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Nancy and Ryder answer questions about taxes on Social Security, mortgages and ways to provide from a grandchild's education. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

Stephen Grootes speaks to Yusuf Mowlana, Portfolio Manager at M&G Investments, about Prime Kapital completing its MAS offer after securing €230 million in funding. The move comes just days after Hyprop pulled out of its rival bid, citing transparency concerns. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The team's series on sovereign debt sustainability continues, this week with a focus on China. Julia Hermann hosts Valentina Chen, Head and Portfolio Manager of the Emerging Market Debt team at MacKay Shields, to discuss how China's systemic over-leverage influences everything from the country's economic business model, to the nature and scope of investment opportunities in Chinese credit.  

Hanna Howard (Portfolio Manager) presents a brief overview of the state of the industry at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Join Gabelli's Director of Growth Equities, John Belton, for an overview of the Gen AI market, where we are in the cycle, who benefits, and a discussion of how to monetize opportunities in this space going forward. This presentation was recorded live on June 26th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Macrae Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities ETF (GABF), discusses current trends and investment prospects in the financial services sector. This presentation was recorded live on June 25th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

CEO Ron Hochstein joins Chris Mancini, CFA (Assistant Portfolio Manager, Gabelli Gold Fund) to discuss Lundin Gold, the development and impact of their Fruta del Norte mine in Ecuador, and the possibilities for investors in the gold industry. 0:00 - 2:20: Introduction 2:20 - 6:10: Ron's Background and the Start of Lundin Gold 6:10 - 9:50: The Opportunity 9:50 - 14:30: Tax Regime and Why It Works 14:30 - 19:44: Community Relations 19:44 - 21:17: Lundin Foundation 21:17 - 24:50: Operating Culture 24:50 - 27:56: Exploration Upside 27:56 - 30:07: M&A Strategy 30:07 - 31:50: Other Lundin Companies 31:50 - : Q&A To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Caesar Bryan is Portfolio Managerfor The Gabelli Gold Fund, The Gabelli International Growth Fund and TheGabelli International Small Cap Fund. Chris Mancini, CFA is an AssociatePortfolio Manager for The Gabelli Gold Fund.As of March 31st, 2025, affiliates of GAMCO Investors, Inc.beneficially owned

Lt. Col. Tony Bancroft, Portfolio Manager of the Gabelli Commercial Aerospace & Defense ETF (GCAD), shares his outlook on opportunities in commercial aviation and defense spending. This presentation was recorded live on June 25th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

86 MinutesPG-13Ron Dodson is Principal Owner & Portfolio Manager of a Texas hedge fund.Ron and Pete talk about the most pressing current issues from a realitic POV.Ron at the American ReformerRon's SubstackRon on TwitterPete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's SubstackPete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.

Mark O'Duffy, Portfolio Manager of Infrastructure Delivery at Uisce Éireann, discusses a major repair project taking place over the Bank Holiday weekend

The Federal Reserve holds interest rates steady in its latest policy meeting, signaling a firm stance amid inflation concerns, and despite unchecked market bullishness. Lance Roberts & Michael Lebowitz break down what the Fed's decision means for investors, the economy, and your portfolio. AI datacenter buildouts are showing up in economic data...but, the 3% GDP print has a more dire undertone: Strip out the build outs, and the economy is weaker than it appears. Is dissention among Fed governors politically motivated, or being economically cautious? Home prices are declining; housing is like an economic pyramid (NOT a pyramid scheme!) The AI buildout is skewing economic data. The bulk of market positivity bs being driven by only a few, large companies; any iss by Amazon or Apple reported today could sway markets tomorrow.

The Federal Reserve holds interest rates steady in its latest policy meeting, signaling a firm stance amid inflation concerns, and despite unchecked market bullishness. Lance Roberts & Michael Lebowitz break down what the Fed's decision means for investors, the economy, and your portfolio. AI datacenter buildouts are showing up in economic data...but, the 3% GDP print has a more dire undertone: Strip out the build outs, and the economy is weaker than it appears. Is dissention among Fed governors politically motivated, or being economically cautious? Home prices are declining; housing is like an economic pyramid (NOT a pyramid scheme!) The AI buildout is skewing economic data. The bulk of market positivity bs being driven by only a few, large companies; any iss by Amazon or Apple reported today could sway markets tomorrow. 

Chris Thom, CEO & Portfolio Manager at Moat Financial, shares his outlook on North American Equities and Options.

Earnings season is underway, and results so far have been stronger than expected - offering early signals that are already being reflected in market sentiment and performance. This episode will take a broader look at what's shaping the outlook for U.S. and global equities - including how innovation is driving efficiency, what AI could mean for jobs, and how shifting consumer dynamics, tariffs, and evolving fiscal and monetary policy are influencing the road ahead. Joining this episode is Chris Lee, Chief Investment Officer of the Equity Division based in Boston, and Portfolio Manager on over $100 billion in assets across balanced, global, and advanced equity strategies. Recorded on July 29, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Chris Steward, Portfolio Manager at Ninety-One, and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Highlights include:  00:01:05   Overview of the past six months  00:06:50   Looking ahead to the next six months  00:15:00   What's one thing people should be thinking about?   For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Money Talks is hosted by Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we share some personal finance advice from podcaster Susie Orman. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

Asian stocks slipped after a flat session on Wall Street, as investors stayed cautious amid a week packed with economic data and corporate earnings. The MSCI Asia-Pacific gauge dropped 0.7%, a third consecutive day of decline. The dollar steadied Tuesday after climbing the most since May in the prior session. The S&P 500 briefly topped 6,400, but closed little changed. Oil held its gain after President Donald Trump pushed for Russia to reach a swift truce with Ukraine or face potential economic penalties. We talk markets with Vance Howard, CEO and Portfolio Manager at Howard Capital Management. Plus - Commerce Secretary Howard Lutnick says a 90-day extension of a trade truce with China was a likely outcome with negotiations between the two countries underway in Stockholm. Lutnick's comments followed the start of a new round of talks between the world's two largest economies - this time in Stockholm, where Chinese Vice Premier He Lifeng and US Treasury Secretary Scott Bessent led the respective delegations. Earlier rounds saw Washington and Beijing agree to reduce tit-for-tat levies and ease export controls on certain technology and rare-earth minerals, easing tensions that had rattled financial markets as Trump moves to enact a sweeping tariff agenda. We get perspective from Marc Franklin, Managing Director & Senior Portfolio Manager, Asset Allocation, Asia at Manulife Investment Management. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

Paul MacDonald, Chief Investment Officer & Portfolio Manager at Harvest Portfolios Group, shares his outlook on Healthcare Stocks.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Tim Gill, Portfolio Manager, and Juan Tavarez, Research Analyst, from Fidelity Investments' High Income and Alternatives team to explore the evolving landscape of emerging market corporate debt. With decades of combined experience, Tim and Juan provide a deep dive into how they identify resilient, dollar-denominated credits in complex geographies—and why a bottom-up, credit-focused approach is essential in today's environment.   The conversation covers everything from navigating country-level macro risk and assessing restructurings, to uncovering “hidden castles” in misunderstood sectors. The duo emphasizes the value of sovereign overlays, disciplined portfolio construction, and the role of diversification in managing volatility for insurance investors. Whether you're seeking long-term yield, capital-efficient allocation, or simply a better understanding of EM corporates, this episode offers highly actionable insights grounded in experience.

Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical environment. Recorded on 25.07.01

Arif Joshi serves as a Portfolio Manager and Analyst on Lazard Asset Management's Emerging Markets Debt team. Our conversation focuses on recent and ongoing developments surrounding US trade policy, along with implications to the economy, and international markets. We also spend some time on pressing geopolitical topics such as the condition of the US-China relationship, along with the ongoing Russia-Ukraine War. Host: Daniel Cassidy

In this special edition of SB Talks, Stanford Brown Private Wealth Adviser, Anita Vallelonga, sits down with Elise McKay, Portfolio Manager at Pendal Group's Horizon Fund, to break down the evolving world of ethical investing. Together they explore what ethical investing really means, how it differs from ESG and impact investing, and why more Australians are aligning their money with their values. Elise shares her practical framework for responsible investing, explains how Horizon Fund balances performance with purpose, and addresses common misconceptions about greenwashing and underperformance. A must must listen for anyone looking to make an impact without sacrificing returns.    Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Grant Nader, Portfolio Manager at Benguela Global Fund Managers joins host Stephen Grootes to analyze the day's market fluctuations and delve into the latest developments in business and finance. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Networking bom não tem a ver com trocar cartões ou fazer pitch em todo evento. Tem a ver com construir relações genuínas, que geram valor real ao longo do tempo — mesmo quando não há uma “intenção de negócio” imediata.Neste episódio do Growthaholics, Pedro Waengertner, CEO da ACE Ventures, recebe duas embaixadoras do ACE Summit 2025 que são referência em relacionamento estratégico no ecossistema de inovação:

Read the quarterly letter: https://avenueinvestment.com/insights/quarterly-letters/q2-2025-quarterly-letter/Visit our website: https://avenueinvestment.com/Check out our other insights: https://avenueinvestment.com/insights/Subscribe to the AIM YouTube Channel: https://www.youtube.com/@avenueinvestmentmanagement9557»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»All material is Avenue's intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

Last week, the U.S. passed its first major piece of crypto legislation. Stablecoins now have a legal home, and that could open the floodgates for adoption, disruption, and regulation. But is this just the beginning? In this episode of Bits + Bips, Ram Ahluwalia, Noelle Acheson, Steve Ehrlich, and guest Cosmo Jiang of Pantera dive into what the stablecoin law actually means, who it helps, who it threatens, and why Wall Street and crypto startups alike are positioning fast. They also cover Ethereum's rally, what's fueling it, and whether the boom in digital asset treasury companies is sustainable. Plus, they unpack Trump's latest threats against the Fed and what it means for markets, inflation, and interest rates. Sponsors: Bitwise Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Steve Ehrlich, Executive Editor at Unchained Guest: Cosmo Jiang, General Partner and Portfolio Manager for Liquid Strategies at Pantera Capital Links Stablecoins Unchained:  GENIUS Act Passes: Who Are the Winners, Losers, and What Comes Next? House Passes Landmark Crypto Legislation: GENIUS Act and Digital Asset Bills Trump to Unblock Crypto Access in America's $9 Trillion 401(k) Market: Report The Block: GENIUS Act is helping Ethereum ‘have its moment,' Bernstein says WSJ: Why Banks Are on High Alert About Stablecoins Digital Asset Treasuries WSJ: Blank-Check Company Strikes Cryptocurrency Deal Unchained: SBET to Raise Additional $5B to Grow ETH Position Bloomberg: Trump Media Buys $2 Billion in Bitcoin for Crypto Treasury Plan CoinDesk: DeFi Development Nears $200M Solana Treasury DeFi Dev Corp Press release: DeFi Dev Corp. Announces Global Expansion Through Strategic Treasury Franchising Model TLGY Acquisition Corp Press release: TLGY Acquisition Corp. Announces Business Combination and Approximately $360 Million PIPE Financing to Form StablecoinX, an Ethena Stablecoin-Focused Treasury Company The Block: Nasdaq-listed Sonnet BioTherapeutics agrees to $888 million merger to become Hyperliquid Strategies, launch HYPE treasury Timestamps:

Stephen Grootes speaks to Kokkie Kooyman, Executive Director and Portfolio Manager at Denker Capital, about upcoming reforms to South Africa’s payments system as the South African Reserve Bank prepares draft legislation. In other interviews, Adv. Thokozani Mvelase, CEO of the Communication Risk Information Centre (COMRiC), chats about the alarming rise in telecom fraud and what’s being done to stop it. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we talk to Maria Fraietta, owner of Nokbox, a product that helps organize important financial documents. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

The yen recouped some of last week's losses as investors weighed the extent of the defeat suffered by Japan's ruling coalition in the weekend's upper-house election. Asian stock markets edged down. Japan's currency had dropped for two weeks and bond yields spiked ahead of the vote on concern a poor showing by Prime Minister Shigeru Ishiba would open the door to more spending and tax cuts. While the ruling Liberal Democratic Party and its partner lost their majority in the chamber, their final tally may be enough to keep Ishiba in the job. We get reaction from Shuntaro Takeuchi, Portfolio Manager at Matthews Asia. Plus - Donald Trump is struggling to get the Federal Reserve to cut interest rates, but policymakers around the world won't need so much convincing. The US president's tariff onslaught is likely to force further measured easing in coming months by most of the 23 central banks featured in this quarterly guide on the global monetary outlook, according to Bloomberg Economics. Federal Reserve Governor Christopher Waller hinted he would dissent if his colleagues vote to hold interest rates steady at their July meeting, making his case for a rate cut to support the labor market. We take a look at the Fed's path ahead with Clayton Triick, Head of Portfolio Management, Public Strategies, at Angel Oak Capital.See omnystudio.com/listener for privacy information.

Send us a textIn episode 263 of Beyond The Story, Sebastian Rusk welcomes Cooper Simpson, the Portfolio Manager for Dan Martell at Martell Ventures, as they dive deep into the world of AI startups, discussing how Martell Ventures is revolutionizing the way businesses grow by leveraging Dan's authority, influence, and extensive network.Tune in for a dynamic conversation about podcasting, business growth, and the future of technology.TIMESTAMPS[00:02:11] How Coop joined Dan's team.[00:05:07] Partnering with AI founders.[00:08:41] Authority in brand trust.[00:11:46] AI augmenting job performance.[00:15:45] Removing the middleman in business.[00:16:47] Magic experiences in AI.[00:21:21] AI tools for business success.QUOTES“The real value comes in how quickly you can be creative, identify a problem, and then get customers to use your solution for that problem.” - Cooper Simpson“ The robots are here. They're not going anywhere. They're here to make our lives easier. That's another prime example of it. Replace a lot of stuff, but also make a lot of stuff easier as well.” - Sebastian Rusk“The real magic of AI, I think, is that a lot of people are really scared that it's going to remove all these jobs, when in reality, I think it's just going to augment a ton of people's jobs.” - Cooper Simpson==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram:https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabCooper SimsonInstagram: https://www.instagram.com/coop_doggydog/Dan MartellInstragram: https://www.instagram.com/danmartell/==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474==========================Want to stay ahead of the curve in the AI revolution? Join industry leaders at the AI Adoption event. DM Dan Martell “AI Adoption” and say Podcasts SUCK sent you!

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management3. Sam Rahman, Portfolio Manager at Hedgeye Asset Management (X feed: @HedgeyeAM)4. Joseph R. Shaposhnik, Founder, Rainwater Equity*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

The muni market in 2025 is marked by heavy issuance, steeper curves, and clear tax policy—and investors are watching how it all plays out.In this episode, host Eric Kazatsky welcomes back Mike Denlinger, Portfolio Manager at MacKay Municipal Managers, for a midyear review of their Top 5 Insights. They unpack what's actually driving underperformance so far this year, why the tax exemption remains intact, and how sector-specific credit risks are shaping opportunity. Mike also shares his outlook for the second half, what's shifting in demand, and why now might be the time to lean in, especially on the long end of the curve.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 8128367.1

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy's 2nd Quarter of 2025.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy's 2nd Quarter of 2025.

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, they talk about the importance of saving and answer a listener question about the value of joining AARP. Hosted on Acast. See acast.com/privacy for more information.

Dan and Guy are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors. They explore topics like consumer spending, delinquency rates, job market stability, and the impact of tariffs on the economy. Stephanie shares her optimistic view on U.S. GDP growth, earnings expectations, and the performance of various sectors including financials, industrials, and consumer discretionary. The conversation also touches upon the implications of deregulation, the role of AI in corporate profitability, and specific stock picks like Boeing, Walmart, and Target. They debate the effects of the weak U.S. dollar and the regulatory environment on big tech companies such as Google and Apple. Throughout the discussion, Stephanie underscores her belief in the resilience of U.S. companies and the importance of focusing on best-in-class stocks. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around liquidity, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional Disclosures: No assurance can be given that any investment will achieve its objectives or avoid losses. Learn more about your ad choices. Visit megaphone.fm/adchoices