Podcasts about portfolio managers

Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification, and where growth is showing up in a shifting global paradigm. After a long stretch of disappointing returns, emerging markets have started the year strongly, alongside record interest from global investors. But the case for EM today is less about a single story — and more about dispersion across countries, sectors, and themes.In this episode of The Bid, host Oscar Pulido is joined by Alex Brazier, Global Head of Investment and Portfolio Solutions, and Sam Vecht, Portfolio Manager on BlackRock's Global Emerging Markets Equities team. Alex shares what he's hearing from investors across the U.S. and Europe, including the role of flows, sentiment, and portfolio positioning. Sam brings a bottom-up perspective on how emerging markets have evolved over the past two decades — and why market pricing hasn't always reflected economic progress.Together, they explore why emerging markets may play a different role in portfolios today: providing exposure to distinct parts of the AI buildout, offering potentially different valuation and earnings dynamics than developed markets, and responding differently to U.S. dollar moves. The conversation also highlights where opportunities may be emerging beneath the surface — from under-owned regions like Latin America and parts of the Middle East, to shifting sentiment around India — while underscoring the reality that EM remains volatile, cyclical, and highly heterogeneous.Key moments in this episode:00:00 Introduction01:56 Why emerging markets are drawing renewed investor attention in 202604:58 Two Decades of Underperformance06:16 Explaining The Diversification Mirage10:31 Where emerging markets can broaden portfolios — and where correlations still matter13:00 How Investors Can Get Exposure To Emerging Markets16:55 How dispersion across regions is driving more selective, active approaches19:09 Conclusions and Next EpisodeSources: BlackRock, data based on 1,245 EMEA survey submissions in February 3rd rapid response client call; BlackRock calculated using Aladdin data; “World Economic Outlook, Global Economy in Flux, Prospects Remain Dim”, IMF, October 2025; Bloomberg as at Dec 2025; BlackRock, Global Business Intelligence, as at 20 Feb 2026; BlackRock, Morningstar, Aladdin. Portfolio average allocation based on 166 Europe-domiciled Morningstar moderate-risk multi-asset FoF portfolios, positioning as of 31 December 2025. Global index refers to MSCI All Country World Index.Emerging markets, Emerging markets investing, Capital markets, Global diversification, AI investing, U.S. dollar, Latin America equities, India markets, Middle East markets, Global portfolio strategyThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Planet MicroCap Podcast, I spoke with John Petrides, Portfolio Manager at Tocqueville Asset Management. We take a step back and examine the broader market landscape—from record concentration in mega-cap tech to the evolving AI investment thesis and the growing geopolitical and fiscal risks shaping today's capital markets. We discuss why the S&P 500's historic concentration may be creating hidden risks for passive investors, how the AI story is shifting from infrastructure providers to real-world adopters across industries, and why geopolitical flashpoints like Taiwan could represent the market's most significant systemic risk. We also explore the implications of rising U.S. deficits and higher interest rates for fixed income investors, and why the growing valuation gap between large-cap tech and the rest of the market may be setting the stage for renewed opportunity in small and micro-cap stocks—particularly those with strong balance sheets and exposure to hard assets like energy and critical minerals. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Tocqueville Asset Management, please visit: https://tocqueville.com/ Chapters: 00:00 Introduction and Market Landscape Overview 01:00 Market Surprises Since Spring 2023 02:09 Impact of AI Spending and Geopolitical Risks 03:10 Market Concentration and Sector Valuations 04:07 Opportunities in Healthcare and Small Caps 05:08 Portfolio Construction Amid Macro Uncertainty 06:05 International Diversification and Valuation Dispersion 07:02 Market Narrative Cycles and Signal Filtering 07:59 Long-Term Investing Principles and Market History 09:03 Market Structure and Price Discovery Risks 10:07 Key Market Mispricings and Sector Disconnects 11:06 Government Involvement and Sector Evaluation 12:04 Opportunities in Undervalued Sectors and Small Caps 13:02 Discipline and Focus in Rapid Information Environments 13:56 Fundamental Signals for Microcap Investment 15:07 Institutional Ownership and Market Movements 16:05 Impact of Government Actions on Market Sectors 17:04 Risks in Geopolitics and Long-Term Bonds 18:00 Microcap Market Inefficiencies and Opportunities 18:59 Market Disconnects and Investor Attention 19:57 AI Spending and Geopolitical Risks Revisited 20:53 Valuation Opportunities in Low-Margin Businesses 21:54 Underappreciated Risks: Taiwan and Capital Flows 23:06 Macro Trends and CapEx Quality Concerns 24:04 Microchip Supply Chain and Geopolitical Tensions 25:02 Interest Rates, Deficits, and Fiscal Risks 26:03 Active Bond Strategies and Long-Term Risks 26:59 Underestimated Geopolitical and Market Risks 27:46 AI CapEx and Cost Structure Risks 29:05 Microcap Liquidity and Institutional Flows 30:06 Signals of Institutional Interest in Microcaps 31:03 Fundamental Analysis for Microcap Selection 31:59 Emerging Themes in Microcap Space 32:49 Building Resilient Portfolios in Volatile Markets 34:10 Sector Opportunities in Rare Earths and Energy 34:52 Market Discipline and Investor Focus 35:52 Staying True to Investment Principles 37:04 Lessons from Market Crises and Capital Preservation 38:04 Aligning Portfolio with Investor Goals 39:00 Key Principles for Navigating Market Uncertainty 40:05 Final Thoughts and Contact Information Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

In this season 6 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. Bilal Little, NYSE2. Ben Becker, Head of ETF Distribution, Pictet Asset Management (X @PictetAM)3. Steve Neamtz, President, Yorkville America Equities4. Mohnish Pabrai, Portfolio Manager, Pabrai Wagons ETF (X @wagonsetf)Watch 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 dominant narrative right now is fear. War headlines, sharp reversals, heavy commodity volatility and plenty of noise from the media. But that does not automatically mean investors are looking at a systemic market breakdown. In this week's update, I explain why a lot of what we are seeing still fits the normal early signature of wartime markets. There is forced selling. There is rotation. There is headline driven volatility. But that is very different from broad market desertion or institutions rushing for the exits. For investors, that distinction matters. Because when the fundamentals remain intact, violent short term price action can create better entries rather than a reason to abandon a sound plan. For the full experience, watch the YouTube video at https://www.youtube.com/watch?v=hbEaR-mcpps

The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovations reshape behavior, the consumer landscape is becoming more uneven.In this episode of The Bid, host Oscar Pulido is joined by Lisa Yang, Portfolio Manager and Co-Head of the Consumer Industry Group within BlackRock Fundamental Equities, to assess the state of the U.S. consumer heading into 2026. From wage growth and labor market dynamics to fiscal policy, tariffs, and immigration, Lisa explains how macro forces are influencing spending patterns — and why resilience is strongest at the high end. The conversation also explores structural shifts shaping stock market trends, including the rise of value-focused retailers, the impact of GLP-1 weight-loss drugs on food and apparel demand, and how AI-driven “agentic commerce” could transform retail media and brand discovery. As capital markets digest these changes, understanding the nuances of consumer behavior is critical for investors.Key insights from this episode:02:11 Introducing The "Two Speed Consumer"04:26 Yellow Flags Ahead - Why the U.S. Consumer Remains Resilient But increasingly K-shaped05:46 Policy Shocks 2026 - How fiscal policy and tariffs could widen income-driven spending gaps08:45 Why Value Retailers and Discounters are Outperforming12:01 GLP One Ripple Effects - How GLP-1 Drugs Are Reshaping Grocery, Apparel, and Beauty categories14:40 How AI Will Change Shopping Trends - What agentic commerce means for retailers, brands, and advertising models17:43 Other Trends Watchlist - Why Health and Wellness Remains A Durable Long-term Consumer Trend20:02 ConclusionsK-shaped economy, U.S. consumer spending, AI in retail, GLP-1 drugs, capital markets, stock market trends, consumer investing, megaforcesSources: “Advance Monthly Sales for Retail and Food Services” February 2026, United States Census Bureau; US Bureau of Economic Analysis (PCE data); FRED 2026, Bureau of Labor Statistics; Wage Growth Data, January 2026, Federal Reserve of Atlanta; Tax refunds per Morgan Stanley, Piper Sandler estimates; “US food outlook 2026”, Bernstein; “GLP-1 Boom Accelerates Nationwide Shift in Size Curves, Putting $5 Billion in U.S. Apparel Retail Inventory at Risk, According to New Impact Analytics Study”, Global Newswire, September 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Planet MicroCap Podcast, I'm joined by Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital, to reflect on more than a decade of running a concentrated small- and micro-cap strategy focused on finding multibagger opportunities. Artem shares how his bottoms-up approach centers on deeply understanding a handful of businesses, engaging thoughtfully with management teams while maintaining the discipline to stay objective—what he calls being “friendly, but not friends.” We also discuss why due diligence should extend beyond the CEO to the entire leadership bench, why microcaps remain one of the best training grounds for investors despite structural market changes, and how avoiding intellectual rigidity—while embracing tools like AI for research—can help investors continuously adapt and improve their decision-making. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Caro-Kann Capital, please visit: https://caro-kann-capital.com/ Chapters: 00:00 Introduction and Background 03:06 Investment Philosophy and Strategy 06:19 Engaging with Management Teams 09:06 Reflections on 2025 12:09 Building Relationships with Management 14:04 Best Practices for Engaging Management 16:58 Evaluating Management Teams 17:59 Diligence and Fair Game Questions 24:26 Leveraging LinkedIn for Management Insights 25:43 Understanding Investment Edge 31:11 The Importance of Execution in Investing 32:31 The Value of Microcaps in Investment Training 40:07 Fears of Intellectual Rigidity in Investing 46:53 Lessons Learned Over 11 Years 48:45 Looking Ahead: The Future of Investing Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Ryan MacDonald, Portfolio Manager for the Bluerock Private Real Estate Fund, says that in a world teeming with market worries and broad geopolitical concerns, private real estate is "uniquely boring, in a good way." He says the market has taken its pain over the last three years through interest rate changes and the market cycle, but now values have receded creating a solid entry point. MacDonald, who also serves as chief investment officer at Bluerock, says that "Entry point is the single biggest driver of future value for private real estate returns," and he notes that on an inflation-adjusted basis, the market is now approaching valuation levels "not seen since the depths of the 2008 financial crisis."

Grant Nader, Portfolio Manager at Benguela Global Fund Managers, joins host Stephen Grootes to analyse 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.

Back with my partners at Harvest ETFs and in this episode, we sit down with Chris Heakes of Harvest ETFs for a great conversation about the recent software sell off, surprising rotations in the market and how he thinks about navigating this particular market. This video presentation is sponsored by Harvest ETFs. Nathan Kennedy is compensated under this arrangement by Harvest ETFs. Please watch the video for the full disclaimer.

Roy Mutooni, Portfolio Manager at NinetyOne and Stephen Grootes discuss top business news of the day as well as global and local financial 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.

John Biccard is Portfolio Manager, Value Fund at Ninety One

104 MinutesPG-13Ron Dodson is Principal Owner & Portfolio Manager of a Texas hedge fund.Firas Modad is a Middle East and geopolitical risk analyst and host on The Lotus Eaters.Firas and Ron joined Pete to talk about the Iranian situation.Firas' SubstackThe Lotus EatersFiras on TwitterRon 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.

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 to 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.

Financial expert Peter Grandich discusses the precarious state of the American economy, emphasizing his deeply bearish outlook on the stock market. He argues that the middle class is eroding due to unsustainable debt, while a small elite holds the vast majority of wealth. Grandich expresses skepticism toward Bitcoin and AI, viewing them as speculative bubbles, while favoring gold and silver as essential assets for capital preservation. Beyond finance, he warns of increasing social and political division in the United States, highlighting risks such as civil unrest and demographic shifts. Ultimately, he encourages a philosophy of “less is more” and a return to faith to navigate a future defined by economic decline. Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape The Technocracy (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics Outbound Mexico https://outboundmx.com PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Website https://petergrandich.com X https://x.com/PeterGrandich YouTube https://www.youtube.com/c/PeterGrandichCompany About Peter Grandich Peter Grandich entered Wall Street in the mid-1980s with neither formal education nor training, and within three years was appointed Head of Investment Strategy for a leading New York Stock Exchange-member firm. He would go on to hold positions as Chief Market Strategist, Portfolio Manager for four hedge funds and a mutual fund that bore his name. His abilities have resulted in hundreds of media interviews, including Good Morning America, Fox News, CNBC, Wall Street Journal, Barron's, Financial Post, Globe and Mail, US News & World Report, New York Times, Business Week, MarketWatch, Business News Network and dozens more. He has spoken at investment conferences around the globe, edited numerous investment newsletters and was one of the more sought-after financial commentators. Grandich has been a member of the National Association of Christian Financial Consultants, The New York Society of Security Analysts, The Society of Quantitative Analysts and The Markets Technician Association. He served on the Boards of Athletes in Action, the Fellowship of Christian Athletes, Good News International Ministries and Catholic Athletes For Christ. Through Athletes in Action, Grandich assisted with Bible study and chapel services for the New York Giants and New York Yankees from 2002 to 2016. His autobiography, Confessions of a Wall Street Whiz Kid, was first published in the fall of 2011. The second edition was released in 2014, while the third edition, Confessions of a Former Wall Street Whiz Kid, was issued in October 2015. The fourth edition of the book was later released in April 2019, and the fifth edition was issued in May 2021. The fifth edition of the book is currently available on Amazon.com, but you can also read the book for free online. Read the book online. Grandich was the editor and publisher of The Grandich Letter from 1984 to 2014. He was also Senior Commentator for Moneytalks.net from 2013 to 2015. In 2013, Grandich founded the Athletes & Business Alliance (ABA), a private organization of professional athletes and business executives who exchange ideas and build relationships with an emphasis on capitalizing on the talents of all involved. A symbiotic organization, ABA is a network of accomplished individuals in an environment where one can develop personal associations with a structured and supportive system of giving and receiving business. The ABA boasts a select membership of diverse senior-level executives, high net worth business owners, and both active and retired pro athletes. By invitation only, high-level corporate and business decision-makers and prominent athletes intermingle. To achieve success, businesses must utilize effective marketing tools, secure new customers to generate repeat business and provide superior customer service that engenders loyalty. The ABA provides an environment to do this and more. In late 2020, Peter closed all professional athlete related business. Peter Grandich currently resides in New Jersey with his wife, Mary, and they have one daughter, Tara. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

What is the divine, and what can the distinctions between AI learning and human cognition reveal about it?These concepts are explored in the latest episode of A Book with Legs, where value investor Cole Smead, CEO and Portfolio Manager of Smead Capital Management, is joined by author and professor Tom Griffiths to discuss his book, “The Laws of Thought: The Quest for a Mathematical Theory of the Mind.” The two discuss the history of attempts to understand human behavior through a mathematical lens and engage in thought-provoking conversation on the differences between machine and human learning.Griffiths is the Henry R. Luce Professor of Information Technology, Consciousness, and Culture in the Department of Psychology and Computer Science at Princeton University.Purchase a copy of The Laws of Thought: The Quest for a Mathematical Theory of the Mind here: https://us.macmillan.com/books/9781250358356/thelawsofthought/ Sign up to be notified about new A Book with Legs episodes: https://hubs.ly/Q0452V800

Meryl Pick, Portfolio Manager at Old Mutual Investment Group, goes through companies’ news, local and international markets, with host Stephen Grootes. 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 to 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.

65 MinutesPG-13Ron Dodson is Principal Owner & Portfolio Manager of a Texas hedge fund.Ron and Pete talk about the potential of military action against Iran.Ron at the American ReformerShips in the GulfHouse-Centric AI and the Return of the AristoiRon'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.

Imtiaz Suliman, Director & Portfolio Manager at Sentio Capital analyst joins host Stephen Grootes to analyse 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.

Bill Maclay, Portfolio Manager in Fidelity's High Income and Alternatives Division, joins Stewart Foley for a timely conversation on high yield real estate lending and how insurers are positioning in this evolving segment of the market. With banks retrenching, capital structures shifting, and construction volumes slowing, Bill shares how Fidelity is identifying opportunity while managing credit and structural risk across the real estate debt landscape.   Drawing on more than two decades of experience across real estate equity and debt markets, Bill walks through key market dynamics, including the role of construction lending, geographic supply-demand imbalances, and where insurers can align capital with niche opportunities. He also discusses the potential for insurer partnerships, co-lending structures, and how Fidelity's platform brings together public and private real estate capabilities to create value.   Whether you're focused on CRE debt allocations, yield targets, or managing risk in uncertain markets, this episode offers a grounded, forward-looking view of where the real estate lending market is headed.

Stephen Grootes speaks to Viv Govender, Portfolio Manager at Rand Swiss, and Dr Musa Malwandla, Co-CIO of Differential Capital, about how the democratisation of data and the rise of AI‑driven analysis are reshaping investing - shifting the search for alpha from exclusive datasets to the ingenuity of interpreting insights everyone can now access. 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.

In this episode of the Debtwired Podcast, host Madalina Iacob is joined by Wariz Anifowoshe, Head of Restructuring at Fortress Investment Group, Kevin Fortunato, Portfolio Manager at Benefit Street Partners, and Scott Greenberg, Global Head of Restructuring at Gibson Dunn. A central theme of the discussion is AI-driven disruption, particularly in software, and how investors are positioning defensively while selectively hunting for opportunities. Panelists emphasize that AI risk is already reshaping maturity extensions, underwriting assumptions, and liability management decisions, especially for businesses facing rapid technological change. The group also explores what's driving the unprecedented speed at which loans are trading down from CLO technicals, group-formation risk, and growing familiarity with liability management exercises (LMEs). Speakers expect both more LMEs and an uptick in Chapter 11 filings this year, including failed LMEs from prior vintages where balance sheets were fixed, but businesses were not. They unpack why LMEs are neither inherently successes nor failures, why every situation is bespoke, and how sponsors and not creditors typically set these processes in motion. Finally, the speakers conclude that cooperation agreements (co-ops) remain an essential and widely used tool for collective creditor action, and there has been no meaningful slowdown in their use since Optimum filed an anti-co-op lawsuit against its creditors.

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 See 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 discuss the recent ransomware attack at the University of Mississippi Medical Center and how people can safeguard their personal financial and health information. We also discuss annuities. 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.

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this episode, Chris and Ying Yi run a top-down markets scan: recent performance and the outlook for yields, how hyperscaler AI capex is feeding into bond supply, inflation expectations and term premia, and where value is emerging across major asset classes. They cover the next moves from the RBA and the Fed, implications for housing and growth, and whether AI ultimately proves disinflationary. The conversation closes with the cross-asset tells—USD, gold and bitcoin—and what they're signalling for the year ahead. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

Noah Funderburk, Portfolio Manager and Director of Securitized Credit at Pioneer Investments, joins the InsuranceAUM.com Podcast for a deep dive into the mechanics that matter most in structured credit.   In this episode, he explores why risk and discomfort are often the source of return, how credit risk and interest rate convexity can compound drawdowns, and why sponsor incentives should never be overlooked. The conversation moves beyond headline yield to focus on tranche-level analysis, correlation risk, asset obsolescence, and securitization structures that delever over time.   For insurance investors allocating to ABS, RMBS, CMBS, and multi-sector portfolios, this discussion offers a practical framework for evaluating complexity, pricing uncertainty, and managing downside risk in an evolving market environment.

Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports.  In addition, she discusses portfolio construction and the firm's approach to valuation.

John Petrides, Portfolio Manager at Tocqueville Asset Management, discusses the implications of the Supreme Court's decision to rule against President Trump's sweeping global tariffs, and what the lasting impact of AI will be on software stocks. 

This week on Weathering Decarbonization, we welcome Hayn Park, Portfolio Manager for Energy Commodities, into the SmarterMarkets™ studio.   David Greely sits down with Hayn to discuss how the energy transition is affecting power markets from fundamentals to their price dynamics and relationships to other markets – and what it takes to trade and manage risk in a more volatile and changing environment for power markets.  

Markets react to a dramatic turn in the tariff debate as the Supreme Court struck down the IEEPA tariffs. Kristina Partsinevelos breaks down the market recap, while Eamon Javers and Emily Wilkins track the political response from the White House and Capitol Hill. Steve Liesman examines the broader economic implications, and Stifel's Brian Gardner analyzes what it means after key tariffs are struck down. Bob Elliott, CEO of Unlimited, and Adam Crisafulli of Vital Knowledge join to assess the market reaction, positioning shifts and whether volatility sticks. In retail, Dana Telsey breaks down sector reaction and what changing trade dynamics could mean for consumer-facing companies. Looking ahead, NVIDIA takes center stage. John Belton, Portfolio Manager at Gabelli Funds, previews what's at stake for the AI trade and the broader tech outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this season 6 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. John Love, CFA, CEO, USCF Investments (X @USCFInvestments)3. Nolan Anderson, Portfolio Manager and Co-Head of Fixed Income, Weitz Investments (X @WeitzInvest)4. Adam Patti, CEO, VistaShares (X @VistaSharesX) Watch 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)

On the heels of a strong year for international equities in 2025, Andrew Wiechert, Portfolio Manager at WCM Investment Management, breaks down why developed and emerging markets remain positioned to benefit from attractive valuations and improving fundamentals in 2026 and beyond. He highlights the risks and also some of the potential competitive advantages enjoyed by active managers seeking to navigate these opportunities. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Viv Govender, Portfolio Manager at Rand Swiss, joins host Stephen Grootes to analyse 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.

Japan plans to invest $36 billion in US oil, gas and critical mineral projects, the first tranche of its $550 billion commitment under the trade agreement it struck with President Donald Trump. "Our MASSIVE Trade Deal with Japan has just launched!" Trump posted Tuesday on social media. "The scale of these projects are so large, and could not be done without one very special word, TARIFFS." The most significant investment is a natural gas facility in Ohio that's expected to generate 9.2 gigawatts of power, according to a statement from Commerce Secretary Howard Lutnick, a massive project which Trump described as "the largest in History." We spoke to Isabel Reynolds, Bloomberg's Tokyo Bureau Chief. Plus - Traders struggling to assess the outlook for artificial intelligence whipsawed stocks in another volatile session on Wall Street. We spoke to Jed Ellerbroek, Portfolio Manager at Argent Capital Management.See omnystudio.com/listener for privacy information.

Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction.  He also discusses key sector investment themes along with trends in retail, office, industrial and housing end markets.

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

This video is sponsored by Quantify Funds and contains discussion of exchange-traded funds sponsored by Quantify Funds. Quantify Funds paid the creator a flat fee for this endorsement and unscripted interview. This compensation gives the creator an incentive to recommend Quantify Funds, resulting in a material conflict of interest.   Quantify Funds did not produce, review, approve, or redistribute this content and is not responsible for the opinions or statements expressed by the content creator. The creator is not a client or investor of Quantify Funds.  Any views expressed are those of the creator and do not necessarily reflect the views of Quantify Funds.This content is provided for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investing involves risk, including the potential loss of principal. Investors should consider a fund's investment objectives, risks, charges, and expenses carefully before investing.In this episode of Lead-Lag Live, I sit down with David Dziekanski, Founder and Portfolio Manager at Quantify Funds, to explain how return stacking reframes leverage from a short-term trading tool into something investors can actually buy and hold.From combining Bitcoin and gold to stacking income strategies on top of equities, Dziekanski breaks down how diversification, embedded rebalancing, and structural design can deliver income and exposure without relying on extreme yield or constant investor intervention.In this episode:– Why leverage is dangerous without diversification– How return stacking embeds rebalancing inside the ETF– Why ultra-high yield ETFs often destroy total returns– How income strategies can replace parts of fixed income– Where these products fit in modern portfolio constructionLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#ETFInvesting #PortfolioConstruction #RiskManagement #Leverage #Bitcoin #Gold #StockMarketStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Bob O'Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a recent webcast held for Oaktree clients. They discussed the state of the private and liquid credit markets and the ways to navigate an environment characterized by increasing bifurcation into winners and losers. Listen to an excerpt from the conversation in the latest episode of The Insight: Conversations.

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, two CPA's from Matthews, Cutrer and Lindsey, Judy Shannon and Michelle Stonestreet answer tax questions from listeners. 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.

Chris Gudmastad, Managing Director and Portfolio Manager of Private Credit at Loomis Sayles, returns to the podcast for a deep dive into one of the most important shifts facing institutional investors: the convergence of public and private credit. As the traditional lines between market segments continue to blur, Chris offers a practical and forward-looking view of how insurers can adapt their frameworks for liquidity, complexity, and relative value.   With more than 20 years of experience in private placements, structured credit, and insurance-focused investing, Chris walks through how capital structures are evolving, how new vehicles and secondaries are redefining liquidity, and how to apply a unified risk premium framework across asset classes. He also shares insights into organizational convergence and how teams at Loomis are collaborating across disciplines to underwrite complex, cross-market opportunities.   Whether you're refining your private credit allocations or evaluating new structures across public and private markets, this episode offers a grounded perspective on managing risk and return in 2026 and beyond.

The current AI cycle, fueled by an unprecedented compute upgrade, is driving a fundamental economic shift. In this panel discussion at this year's TIMT Conference, Matthew Hedberg, Head of Global TIMT Research, joins John Borthwick, Founder and CEO, Betaworks; Dave Golob, Chief Investment Officer, Francisco Partners; and Greg Turorto, Portfolio Manager, Goldman Sachs, to discuss how investors can navigate future opportunities while avoiding potential investment pitfalls.

GuestEric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock's approximately $250B SMA platformBioEric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA's investment strategies and is responsible for the commercialization of the vertically integrated business unit within US Wealth Advisory. Mr. Metz is a memberof BlackRock's USWA Executive Committee.Prior to the BlackRock acquisition, Mr. Metz was a Co-Founder of SpiderRock Advisors, and led both the business and investment team, as President & CIO, since its inception in 2015, and throughout the BlackRock strategic partnership in 2021.Preceding SRA, Mr. Metz was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and the Chicago Board Options Exchange (CBOE). After the trading floors, he was a senior trader and partner at both Ronin Capital and Bengal Capital, proprietary trading firms specializing in volatility arbitrage. Mr. Metz graduated, Magna Cum Laude, from the University of Michigan with a B.S.E. in Industrial and Operations Engineering. He earned his M.S.E., with honors, in Industrial and Operational Engineering, and was enrolled in the program's PhD program. Mr. Metz is a CFA Charterholder, a member of the CFA Institute, the CFA Society of Chicago and a member of YPO's Chicago based Windy City Chapter.

Retirement is not what it used to be – for a variety of reasons. A recent survey from the Bank of Montreal suggests it's becoming more difficult for Canadians to save like their parents did.Is that true?Host Kris McCusker speaks to John Sacke, Investment Advisor and Portfolio Manager for BMO Private Wealth about new trends - both the good and bad - and how young Canadians can capitalize to avoid making the same mistakes as their parents. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

In this episode of Mining Stock Education, host Bill Powers speaks with Sam Broom, a portfolio manager at Sprott Asset Management. Sam shares his strategic insights on the mining sector, highlighting a rare and safer gold stock investment opportunity. He discusses Friday's silver and gold crash, the importance of understanding market volatility, and the impact of macroeconomic factors like central bank actions on gold prices. Sam also explores niche metals and commodities, including platinum, palladium, and indium, and delves into his investment strategies in the oil and gas sector. Listeners are advised on the importance of bottom-up investment approaches and maintaining a diversified portfolio to navigate potential market risks. 00:00 Introduction 00:56 Analyzing the Recent Gold and Silver Crash 03:30 Market Volatility and Client Reactions 06:17 Investment Strategies and Diversification 10:22 Gold Cycle and Market Sentiment 17:12 Platinum and Palladium Market Analysis 23:19 Niche Metals and Future Prospects 27:27 Oil and Gas Investment Thesis 33:51 Conclusion and Contact Information For more on Sam's performance: https://sprott.com/media/qfwhiyvp/srasma-commentary.pdf To reach Sam: SBroom@sprott.com Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment trends from supportive monetary and fiscal policy and shifting market leadership. Read more insights from Morgan Stanley.----- Transcript -----Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross Asset Strategist. Today we're revisiting the 2026 global equity outlook with two senior leaders from Morgan Stanley Investment Management. Andrew Slimmon: I am Andrew Slimmon, Head of Applied Equity Team within Morgan Stanley Investment Management. Jitania Kandhari: And I'm Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Portfolio Manager for Passport Strategies and Head of Macro and Thematic Research for Emerging Market Equities within Morgan Stanley Investment Management.It's Tuesday, February 3rd at 10 am in New York. So as investors are entering in 2026, after several years of very strong equity returns with policy support reaccelerating. As regular listeners have probably heard, Mike Wilson, who of course is CIO and Chief Equity Strategist for Morgan Stanley – his view is that we ended a three-year rolling earnings recession in last April and entered a rolling recovery and a new bull market. Now, Andrew, in the spirit of debate, I know you have a different take on valuations and where we are at in the cycle. I'd love to hear how you're framing this for investment management clients. Andrew Slimmon: Yeah, I mean, I guess I focus a little bit more on the behavioral cycle. And I think that from a behavioral cycle we're following a very consistent pattern, which is we had a bad bear market in 2022 that bottomed down 25 percent. And that provided a wonderful opportunity to invest. But early in a behavioral cycle, investors are very pessimistic. And that was really the story of [20]23 and really 2024, which were; investors, you know, were negative on equities. The ratios were all very negative and investors sold out of equities. And that's consistent with a early cycle. And then as you move into the third-fourth year, investors tend to get more optimistic about returns. Doesn't necessarily mean the market goes down. But what it does mean is the market tends to get more volatile and returns start to compress, and ultimately, bull markets die on euphoria. And so, I think it's late cycle, but it's not end of cycle. And that's my theme; is late cycle but not end of cycle.Serena Tang: And I think on that point, one very unusual feature of this environment is that you have both monetary and fiscal policy being supportive at the same time, which, of course, rarely happens outside of recession. So how do you see those dual policy forces shaping market behavior and which parts of the market tend to benefit? Andrew Slimmon: Well, that's exactly right. Look, the last time I checked, page one of the investment handbook says, ‘Don't fight the Fed.' And so, you have monetary policy easing. And what we; remember what happened in 2021? The Fed raised rates and monetary policy was tightening. Equities do well when the Fed is easing, and that's one of the reasons why I think it's not end of cycle. And then you layer in fiscal policy with tax relief coming, it is a reason to be relatively optimistic on equities in 2026. But it doesn't mean there can't be bumps along the way – and I think a higher level of optimism as we're seeing today is a result of that. But I think you stick with those more procyclical areas: Finance, Industrials, Technology, and then you move down the cap curve a little bit. I think those are the winning trades. They really started to come to the fore in the second half of last year, and I think that will continue into 2026. Serena Tang: Right. And we've definitely seen some bumps recently, but I think on your point around yields. So, Jitania, I think that policy backdrop really ties directly to your idea of the age of capped real rates. In very simple terms, can you explain what that means and what's behind that view? Jitania Kandhari: Sure. When I say age of real rates being capped, I mean like the structural template within which I'm operating, and real rates here are defined by the 10-year on the Treasury yield adjusted for CPI.Firstly, I'd say there was too much linear thinking in markets post Liberation Day. That tariffs equals inflation equals higher rates. Now, tariff impacts, as we have seen, can be offset in several ways, and economic relationships are rarely linear.So, inflation may not go up to the extent market is expecting. So that supports the case for capped rates. And the real constraint is the debt arithmetic, right? So, if you look at the history of public debt in the U.S., whenever there was a surge in public debt during the Civil War, two World Wars, Global Financial Crisis, even during COVID. In all these periods, when debt spiked, real rates have remained negative.So, there can be short term swings in rates, but I believe that markets not necessarily central banks will even enforce that cap. Serena Tang: You've described this moment, as the great broadening of 2026. What's driving this and what do you think is happening now after years of very narrow concentration? Jitania Kandhari: Yes. I think like if last decade was about concentration, now it's going to be about breadth. And if you look at where the concentration was, it was in the [Mag] 7, in the AI trade. We are beginning to see some cracks in the consensus where adoption is happening, but monetization is lagging. But clearly the next phase of value creation could happen from just the model building to the application layer, as you guys have also talked about – from enablers to adopters.The other thing we are seeing is two AI ecosystems evolve globally. The high cost cutting edge U.S. innovation engine and the lower cost efficiency driven Chinese model, each of them have their own supply chain beneficiaries. And as AI is moving into physical world, you're going to see more opportunities. And then secondly, I think there are limitations on this tariff policies globally; and tariff fears to me remain more of an illusion than a reality because U.S. needs to import a lot of intermediate goods And then lastly, I see domestic cycles inflecting upwards in many other pockets of the world. And you add all this up; the message is clear that leadership is broadening and portfolio should broaden too. Serena Tang: And I want to sort of stay on this topic of broadening. So, Andrew, I think, you've also highlighted, you know, this market broadening, especially beyond the large cap leaders, even as AI investment continues, I think, as you touched on earlier. So why does that matter for equity leadership in 2026? And can you talk about the impact of this broadening on valuations in general? Andrew Slimmon: Sure. So I think, you know, I've been around a long time and I remember when the internet first rolled out, the Mosaic browser was introduced in 1993. And the first thing the stock market tried to do is appoint winners – of who was going to win the internet, you know, search race. And it was Ask Jeeves and it was Yahoo and it was Netscape. Well, none of those were the winners. We just don't know who's ultimately going to be the tech winner. I think it's much safer to know that just like the internet, AI is a technology productivity enhancing tool, and companies are going to embrace AI just like they embraced the internet. And the reason the stock market doubled between 1997 and the dotcom peak was that productivity margins went up for a lot of companies in a lot of industries as they embraced the internet. So, to me, a broadening out and looking at lower valuations, it is in many ways safer than saying this is the technology winner, and this is technology loser. I think it's all many different industries are going to embrace and benefit from what's going on with AI. Serena Tang: You don't want to know where I was in 1993. And I don't recognize most of those names. Andrew Slimmon: Sorry. I was 14! Serena Tang: [Laughs] Ok. Investors often hear two competing messages now. Ignore the macro and buy great companies or let the big picture drive everything. How do you balance top-down signals with bottom-up fundamentals in your investment process? Andrew Slimmon: Yeah, I think you have to employ both, and I hear that all the time; especially I hear, you know, my competitors, ‘Oh, I just focus on my stock picks, my bottom up.' But, you know, look statistically, two-thirds of a manager's relative performance comes from macro. You know, how did growth do? How did value do? All those types of things that have nothing to do with what stock picks... And likewise, much of a return of an individual stock has to do with things beyond just what's happening fundamentally. But some of it comes from what's happening at the company level. So, I think to be a great investor, you have to be aware of the macro. The Fed cutting rates this year is a very powerful tool, and if you don't understand the amplifications of that as per what types of stocks work, because you're so focused on the micro, I think that's a mistake. Likewise, you have to know what's going on in your company [be]cause one third of term does come from actual stock selection. So, I'm a big believer in marrying a top down and a bottom up and try to capture the two thirds and the one third.Serena Tang: Since that 2022 bear market low that you talked about earlier. I mean, your framework really favored growth and value over defensives. But I think more recently you've increased your non-U.S. exposure. What changed in your top-down signals and bottom-up data to make global opportunities more compelling now? Is it the narrative of the end of U.S. exceptionalism or something else? Andrew Slimmon: No, I really think it's actually something else, which is we have picked up signals from other parts of the world, Europe and Japan. That are different signals than we saw really for the last decade, which is namely that pro-cyclical stocks started to work. Value stocks started to work in the first half of 2025. And you look at the history of when that happens, usually value doesn't work for a year and peter out. So that's been a huge change where I would say, a safer orientation has shown the relative leadership, and we have to be – recognize that. So, in our global strategies, we've been heavily weighted towards, the U.S. orientation because we didn't see really a cyclical bias outside. And now that's changing and that has caused us to increase the allocation to non-U.S. exposure. It's a longwinded way of saying, look, I think what the story of last year was the U.S. did just fine. But there were parts of the world that did better and I think that will continue in 2026. Serena Tang: Andrew, Jitania thank you so much for taking the time to talk. Andrew Slimmon: Great speaking with you, Serena. Jitania Kandhari: Thanks for having us on the show. Serena Tang: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

In this week's episode, we sit down with Adam Johnson, Portfolio Manager of the Bullseye American Ingenuity Fund and author of the widely followed Bullseye Brief. Adam brings his signature 1980's Wall St. energy as we dive deep into current market dynamics, the power (and pitfalls) of short sellers, the AI productivity boom, inflation surprises, and what investors should brace for in 2026. We kick things off with Adam sharing some of his biggest surprises from the past year—including why several of his high‑conviction names stalled out despite strong fundamentals. From Toast to SMCI, Adam breaks down how aggressive short-selling and the removal of the SEC's old “uptick rule” have reshaped market behavior in the age of algorithmic trading. From there, we zoom out to the macro landscape: Why falling oil prices were the real inflation antidote in 2025 How AI is already creating meaningful productivity gains Why profit margins remain at historic highs despite tariffs, geopolitical tension, & political chaos And why, even after a massive run, the AI trade may only be in a consolidation phase—not the end of the story Then we look ahead. Adam reveals his two biggest predictions for 2026: 1. A market that climbs far higher than anyone expects thanks to accelerating earnings and a surprisingly strong U.S. economy. 2. A political “blue wave” scare in Q2 that could spark a sudden 20% pullback—only to set up an even more powerful rally as spending ramps up. We also get into: Whether oil is headed for the low $50s—and why that could be wildly bullish The “everything rally” and where value, growth, international, and commodities fit in now Why investor sentiment still isn't too hot… and why that matters The biggest real risks no one is talking about How to stay disciplined when the market tries to shake you out Finally, Adam shares the moment he knew he'd fully matured as a portfolio manager—and why long-term conviction is the ultimate superpower in the face of noise. This is one of our most wide-ranging, high-energy conversations of the year. If you care about where markets are headed—and how to position for the year ahead—you don't want to miss it.

In this episode of the Planet MicroCap podcast, I spoke with Tobias Carlisle, a seasoned investor and co-host of Value After Hours. We delve into the 2025 value investing playbook, discussing key themes such as the importance of valuation metrics, the cyclical versus structural decline in businesses, and the significance of buying with a margin of safety. Tobias emphasizes the need for investors to focus on financial statements rather than narratives, especially in a market driven by growth stocks. The conversation also touches on the current state of energy investments, the challenges of identifying value traps, and the potential for mean reversion in 2026, particularly in small and micro-cap stocks. Throughout the discussion, Tobias shares insights on navigating the complexities of the market and the importance of patience in value investing. 00:00 Introduction to the Podcast and Guest 02:36 2025 Value Investing Playbook 09:07 Cyclical Pain vs. Structural Decline 12:57 The Role of Narratives in Investing 13:37 Margin of Safety and Business Quality 20:04 Mean Reversion and Small Cap Opportunities 22:32 Using Balance Sheets for Downside Protection 24:27 Going Where Others Won't: Global Opportunities 27:19 Learning from Mistakes in Investing 29:33 Value Investing Themes for 2026 35:10 The Importance of Balance Sheets in 2026 40:51 Behavioral Advantages in Value Investing 42:10 Final Thoughts and Future Outlook For more information about the Acquirers Funds, Value After Hours, and Tobias' latest book, "Soldier of Fortune", please visit: https://acquirersmultiple.com/ Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with Fish about the investing landscape, AI, CES, and building resilient portfolios.  Hosts: Andy Cross, Asit Sharma  Guest: Denny Fish  Producer: Bart Shannon, Mac Greer  Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.  We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode  Learn more about your ad choices. Visit megaphone.fm/adchoices

Thank you to our sponsor, Figure! As tensions between the Trump administration and the Federal Reserve rise, gold and silver have surged to record highs. Bitcoin, meanwhile, has struggled to keep pace, raising uncomfortable questions about its “digital gold” narrative. In this back-to-back Unchained episode, Vinny Lingham, cofounder of Xash, and Eric Fine, portfolio manager at VanEck, offer two distinct but complementary perspectives on what's happening beneath the surface of global markets. Vinny explains why gold's liquidity, trust, and central-bank adoption still dwarf Bitcoin's, and why that gap led him to design a gold-backed, reward-bearing stablecoin, USDX. Eric walks through VanEck's provocative analysis showing gold could reach $39,000 or even $184,000 if the dollar were to lose its reserve-currency dominance and gold had to back the money supply. He also dives into why some developed markets may be more fragile than investors assume. Guests: Vinny Lingham, Co-founder, and President of Xash Eric Fine, Portfolio Manager, Active Emerging Markets Debt at VanEck Links: Why Gold and Bitcoin Work Best Together Why Bitcoin Is Tanking Despite Gold Reaching High After High How Venezuela Shows Why Bitcoin, Crypto and Stablecoins Help Everyday People Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela Learn more about your ad choices. Visit megaphone.fm/adchoices