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Stijn Schmitz welcomes Greg Orrell to the show. Greg Orrell is President and Portfolio Manager, OCM Gold Fund. In this engaging discussion, Orrell provides deep insights into the current gold market, highlighting the significant price movements and underlying economic factors driving precious metals' performance. Orrell explains that gold's current surge, over 50% this year, is primarily driven by global government debt and currency debasement. He argues that central banks are increasingly viewing gold as a stability anchor, with many countries looking to diversify away from the US dollar. The unprecedented monetary landscape has created a unique environment where gold is seen as a critical financial instrument. As a seasoned investor with 40 years of experience, Orrell describes himself as a long-term value investor focused on gold and silver mining companies. His investment strategy involves carefully selecting mining companies across different stages - from major producers to exploration companies - with a keen eye on management quality, project feasibility, and potential for long-term value creation. Orrell is particularly critical of mining companies that pursue "profitless prosperity" by unnecessarily lowering cut-off grades or extending mine life without creating shareholder value. He emphasizes the importance of margin expansion and maintaining disciplined investment approaches. The discussion also explores the broader economic context, including government debt, potential currency challenges, and the shifting global monetary landscape. Orrell believes we are in a unique monetary cycle driven by declining confidence in traditional currency systems. Regarding investment opportunities, Orrell suggests investors should maintain a 5-10% position in gold and silver assets as a form of monetary insurance. He sees significant potential in gold and silver miners, particularly as central banks and international markets increasingly recognize these metals' strategic importance. The OCM Gold Fund, which Orrell has managed since 1996, focuses exclusively on precious metals equities, providing investors a specialized approach to navigating this complex and potentially lucrative market segment.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jason Duko, Executive Vice President and Portfolio Manager at PIMCO to discuss: PIMCO's outlook on the fixed income markets, their best ideas, how to think about the 60/40 portfolio and 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. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the Fund's prospectus and summary prospectus, which may be obtained by visiting pimco.com. Please read the prospectus and summary prospectus carefully before you invest or send money. All investments contain risk and may lose value. PIMCO Investments LLC, distributor, is a company of PIMCO. Learn more about your ad choices. Visit megaphone.fm/adchoices
While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund's award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets.WEALTHTRACK episode 2214, broadcast on Oct. 3, 2025
Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia's role in global supply, to California's refinery challenges and the growing demand for natural gas driven by AI and data centers.Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG's real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you're an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what's next for the global energy economy.Highlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia's Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic Insights
Your health may well be the most important investment you ever make, and the earlier you start, the better your outcomes are likely to be. In this episode, Ben Felix is joined by Ben Wilson, Portfolio Manager and Head of M&A at PWL Capital, who steps in as today's co-host to unpack why decisions about exercise, nutrition, sleep, and mental well-being matter just as much as financial ones. They draw clear parallels between compounding wealth and compounding health, showing how small, consistent habits can add up to lasting benefits. Choosing an exercise routine, healthy diet, or financial plan is less about quick fixes and more about finding an evidence-based approach you can stick with over time. Along the way, Ben Felix shares his personal health story with cancer, and the two Bens break down the four pillars of health before reflecting on how relationships and resilience play into long-term happiness. The episode also tackles an essential financial planning topic: the questions every client should ask about their advisor's succession plan. Listen in for a thoughtful conversation that connects the dots between living well and planning wisely! Key Points From This Episode: (0:00:00) An introduction to Ben Wilson and an overview of today's topics. (0:02:01) Breaking down OneDigital's $7 billion recapitalization (and why it's a good thing). (0:08:26) Recapitalizations explained: liquidity, valuations, and continuity. (0:15:08) Introducing the main theme: investing in health like investing in wealth. (0:19:30) An update on Ben Felix's cancer story and the importance of early health checks. (0:21:13) Investing in your lifespan and your healthspan by building healthy habits. (0:29:35) Four pillars of health: exercise, nutrition, sleep, and mental well-being. (0:33:39) Similarities between strength training and saving for retirement: both build reserves. (0:39:34) Debates surrounding nutrition and enduring principles that are broadly agreed on. (0:44:44) The importance of good sleep and how to build good sleep habits. (0:47:46) Why investing in mental health and relationships is so valuable. (0:52:06) The ripple effect: how sleep, nutrition, exercise, and relationships reinforce each other. (0:54:04) Key questions to ask about your financial advisor's succession plan. (01:08:44) After show segment: listener review, west coast meetups, and 2026 meetup plans. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes —https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X —https://x.com/RationalRemind Rational Reminder on TikTok— www.tiktok.com/@rationalreminder Rational Reminder on YouTube —https://www.youtube.com/channel/ Rational Reminder Email —info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Ben Wilson on LinkedIn — https://www.linkedin.com/in/ben-wilson/ Books From Today's Episode: Outlive: The Science and Art of Longevity — https://peterattiamd.com/outlive/ The Power of Regret: How Looking Backward Moves Us Forward — https://www.amazon.com/Power-Regret-Looking-Backward-Forward/dp/B098VRLZ2H The Ripple Effect — https://www.amazon.com/Ripple-Effect-Sleep-Better-Think/dp/1443436933 Papers From Today's Episode: ‘Trends in Health Equity in the United States by Race/Ethnicity, Sex, and Income, 1993-2017' — https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2736934 ‘Association of Cardiorespiratory Fitness With Long-term Mortality Among Adults Undergoing Exercise Treadmill Testing' — https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2707428 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
From CRISPR breakthroughs to AI-powered drug discovery, longevity science is moving from myth to marketplace. Host Andrew Wilkinson sits down with Alex Gunz, Portfolio Manager at Heptagon Capital, to explore how innovations in genomics, stem cells, and personalized medicine could redefine healthcare — and reshape the investment landscape. Discover why the race to extend lifespan may also unlock new long-term returns.
Charles is joined by Green Tech Research Investment Analyst & Portfolio Manager, Hilary Kramer, to discuss the recent $55 billion leveraged buyout of Electronic Arts (EA) by a group of investors, the impact of AI on some of these companies, and the growth and popularity of the gaming and gambling industries. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, CEO and Portfolio Manager of Teton Crypto Capital. Together, they dive into the latest crypto news, from the launch of new ETFs to the growing influence of stablecoins in U.S. Treasuries. The conversation explores how these developments could impact retirement planning and whether crypto deserves a place in your 401(k).Related Podcast Episodes: Ep 296: Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOsEp 286: How can I evaluate crypto as a potential investment?Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!
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.
Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, unpacks investor sentiment, tech innovation, and demographic shifts, and what's next for Q4 and beyond.
Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.How do public markets really view the energy transition? And what signals are investors looking for before they back the companies building tomorrow's energy system? Financing the energy transition isn't just about building projects, it's about convincing capital markets to back them. Uncertainty around policy, regulation, and profitability often slows the flow of capital into clean energy and without clear signals, institutional investors may hesitate, leaving projects underfunded and slowing down the pace of change.So what will it take to unlock that investment at scale? In this conversation, Quentin is joined by Shanu Mathew, Senior Vice President and Portfolio Manager at Lazard Asset Management, explains how public markets view the risks and opportunities of the transition. He shares what investors are really looking for, from policy clarity to proof of long-term returns and how these signals can accelerate the deployment of capital into the companies and technologies shaping our net zero future.Key topics covered include:• How public markets evaluate energy and climate-focused companies.• The signals investors want to see before deploying capital.• Why policy clarity and consistency are critical for unlocking investment.• The impact of market volatility, interest rates, and geopolitics on investor appetite.• What listed markets reveal about the future shape of the energy transition.Note: Our guest caught a slip of the tongue—at timestamps 22:52, 23:08, and 23:21, they said "per square foot" but meant "per megawatt."About our guestShanu Mathew is Senior Vice President and Portfolio Manager at Lazard Asset Management, where he manages global public equity portfolios for institutional investors. With a focus on energy and climate, he brings a unique perspective on how public markets assess risk, opportunity, and long-term value in the transition to net zero. His insights highlight what investors need to see to unlock capital at scale for the clean energy transition. For more information on Lazard Asset Management - head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.How do public markets really view the energy transition? And what signals are investors looking for before they back the companies building tomorrow's energy system? Financing the energy transition isn't just about building projects, it's about convincing capital markets to back them. Uncertainty around policy, regulation, and profitability often slows the flow of capital into clean energy and without clear signals, institutional investors may hesitate, leaving projects underfunded and slowing down the pace of change.So what will it take to unlock that investment at scale? In this conversation, Quentin is joined by Shanu Mathew, Senior Vice President and Portfolio Manager at Lazard Asset Management, explains how public markets view the risks and opportunities of the transition. He shares what investors are really looking for, from policy clarity to proof of long-term returns and how these signals can accelerate the deployment of capital into the companies and technologies shaping our net zero future.Key topics covered include:• How public markets evaluate energy and climate-focused companies.• The signals investors want to see before deploying capital.• Why policy clarity and consistency are critical for unlocking investment.• The impact of market volatility, interest rates, and geopolitics on investor appetite.• What listed markets reveal about the future shape of the energy transition.Note: Our guest caught a slip of the tongue—at timestamps 22:52, 23:08, and 23:21, they said "per square foot" but meant "per megawatt."About our guestShanu Mathew is Senior Vice President and Portfolio Manager at Lazard Asset Management, where he manages global public equity portfolios for institutional investors. With a focus on energy and climate, he brings a unique perspective on how public markets assess risk, opportunity, and long-term value in the transition to net zero. His insights highlight what investors need to see to unlock capital at scale for the clean energy transition. For more information on Lazard Asset Management - head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
Through a series of short, punchy presentations we examine the merits of various asset classes from an investor's viewpoint. With each asset class presented by a recognized market practitioner, we offer a critical assessment of Islamic investment opportunities, from private capital, to carbon credits, to Sukuk, to equities, to real estate. Which asset class will prevail?Facilitator: Vineeta Tan, Managing Editor and Director, Islamic Finance newsJessica Tan, Principal, Fixed Income Indices, S&P Dow Jones IndicesMax Freeman, Founder and CEO, Epicenter LabsZahid Siddique, Senior Investment Analyst and Portfolio Manager, Saturna Malaysia
Negotiations between BHP and Chinese importers have broken down, with the Asian nation cutting off supply from The Big Australian. MARKET WRAP: ASX200: down 0.16% to 8,848 GOLD: $3,805/oz BITCOIN: $171,533 CURRENCY UPDATE: AUD/USD: 66.1 US cents AUD/GBP: 49.2 British pence AUD/EUR: 56 Euro cents AUD/JPY: 98 Yen AUD/NZD: 1.14 NZ dollars See omnystudio.com/listener for privacy information.
With five large banks and two major mining companies making up 40% of the ASX-100, many Australian equity investors risk overexposure to these sectors. In this episode, Robert Miller, Portfolio Manager at NAOS, explains their investment philosophy which focuses on companies outside the ASX50, with a high conviction, concentrated portfolio approach, aiming for long-term growth and value. Tune in to find out more about NAOS core values, how their high conviction model defines their investment style, how they manage volatility in Australian and global equities and what this means for investors. Check out our blog: https://www.asx.com.au/blog Follow us on: X - https://twitter.com/ASX LinkedIn - https://www.linkedin.com/company/asx/ YouTube - https://www.youtube.com/user/ASXLtd Instagram - https://www.instagram.com/asx__official/ Facebook - https://www.facebook.com/OfficialASX Explore our useful investment tools and resources https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor
Buy or Sell is back! One of our favourite episode formats is back in your podcast feeds, with a brand new host.Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital, unpacks what stocks expert investors are buying and selling.Today, Ally is joined by Jess Farr-Jones, Portfolio Manager at Regal Funds Management. Listen to hear where Jess is seeing opportunities in markets today. —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Headlines about Social Security seem to surface every few months, claiming that it's “running out,” warning of a rise in the retirement age, and predicting drastic cuts to benefits. With so much noise, it's hard to know what's actually true.In the latest episode of Plant. Harvest. Prosper., Josiah Martin, Investment Advisor and Portfolio Manager at Financial Harvest Wealth Advisors, takes a closer look at the future of Social Security.
Joaquín López, Portfolio Manager de BTG Pactual Asset Management, explica con Gabriela Villalobos qué son los ETF y cómo funcionan.Hablamos de sus diferencias con los fondos mutuos, por qué están ganando espacio dentro de las inversiones en América Latina y cómo se puede invertir en ETF desde Chile. También revisamos el lanzamiento del primer ETF de renta fija de BTG y las próximas estrategias globales. Una guía clara para entender los ETFs como herramienta de diversificación.00:00 Tráiler 00:38 Introducción: diversificación y ETFs00:57 ¿Qué es un ETF y cómo funciona?01:55 ETF vs fondos mutuos: trading y costos02:47 Boom en EE. UU. y LatAm; llegada de la tendencia03:50 BTG: objetivo de liderazgo y plan de ETFs en Chile04:10 Penetración de ETFs y razones del crecimiento05:32 Seguir al mercado vs gestión activa: costos y eficiencia06:20 ¿Por qué ahora en Chile? Adopción reciente06:46 Nuevo ETF: renta fija local de mediano plazo y oportunidad07:50 Lecciones desde Brasil y utilidad para todos los segmentos09:45 Estrategia y timing: convivencia activo/pasivo10:41 Detalles del índice: bonos bancarios y duración ~3 años11:31 Dónde operarlo: web de BTG y Mercados en Línea11:57 Renta fija hoy: recortes de tasas e inflación13:30 Público objetivo: retail, banca digital y multifamily15:35 Meta de AUM USD 80M en 12 meses15:53 Próximo lanzamiento: ETF accionario global
As Washington edges closer to a government shutdown, contradictory signals in the US economy are keeping investors on edge, from a cooling labor market to resilient growth and consumption. Meanwhile, Trump’s tariffs remain unpredictable but markets seem largely unfazed. Mel Siew, Portfolio Manager for Asia Public Credit at Muzinich & Co, also examines how China’s Golden Week may reveal consumer strength, why EM and Asian credit are seeing strong inflows, and where opportunities are emerging in credit markets. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.
Today, Randy Gunn, BULLWEALTH's VP & Portfolio Manager, speaks with Dr. Maureen Dunne, a cognitive scientist, and international expert and author on neurodiversity, to explore what neurodivergence means and why recognizing it is vital in today's workplace. Their conversation begins with defining neurodiversity as the broad range of ways our brains can work—encompassing strengths, challenges, and neurological differences such as autism, ADHD, and dyslexia—and why these differences should be viewed as strengths. They discuss how embracing neurodivergence drives fresh perspectives, innovative problem-solving, and helps teams avoid groupthink, ultimately boosting creativity and performance. Maureen also explains how neurodivergent individuals can bring unique skills that makes them valuable contributors in an evolving world shaped by AI. Randy and Maureen's conversation is inspiring, highlighting how leveraging cognitive diversity can uncover hidden talent and create stronger, more innovative teams. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully? In this episode of Sharkpreneur, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate pre-IPO deals through a personalized approach, ensuring the best opportunities for success. Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals. Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence. Connect With Christine: Website LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest on the show today is Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management. In this episode, Balkar shares his unique path from engineering to investing, and why he built White Falcon around an unconstrained, opportunistic philosophy — one that rejects traditional style boxes like “growth” or “value.” We dive into White Falcon's three “engines” — Compounders, Value Today, and Value Tomorrow — and how, for Balkar, this structure should result in part of the portfolio always working. Balkar walks through case studies, explaining how he looks for quality businesses facing temporary challenges, and how narrative shifts and multiple expansion drive returns over a three-year horizon. We also discuss the lessons he's learned in managing value traps, how he's thinking about AI as an investor, and the importance of evolving your process over time. At the heart of it all is a focus on quality management, incentives, and high-conviction positions in a concentrated 20-stock North American portfolio. For more information about White Falcon Capital Management, please visit: https://www.whitefalconcap.com/ You can Follow Balkar on Twitter/X @WhiteFalconCap: https://x.com/whitefalconcap Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Viv Govender, Portfolio Manager at Rand Swiss gives the market wrap up for the week 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 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.
On this week's Gains podcast, Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com, joins us for a technical look at financial markets. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter.
Look for companies with a "positive growth gap".That is the message from today's expert, Frank Thornmann, Portfolio Manager at Schroders. Using plenty of real stock examples, we unpack Frank's process to understand:What he means by 'positive growth gaps'How he identifies moments where sentiment and business reality diverge Managing position sizes and portfolio construction Frank's contrarian view on AI and where he sees opportunity What we're missing by not focusing on Europe How changing holding times create opportunities for patient investors —------Thank you to Schroders for sponsoring this episode. Head to the website to find out more about the Schroder Global Equity Alpha Fund – Active ETFSupport from partners like Schroders helps us keep all of our content free. —------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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.
Is the market in a bubble? With US exchanges seeing record highs, AI hype still soaring, and a recent US Federal Reserve rate cut, it’s a question some investors are asking. In this episode, we get Scott Phillips’ views on identifying an expensive share price vs a worthy buy—based on his experience as The Motley Fool’s Chief Investment Officer, Advisor, and Portfolio Manager. Scott explains why a record high isn't always a red flag, and his strategy for distinguishing between a bubble and justifiable optimism. We discuss the current state of the market against first hand lessons from the dot-com bubble and the COVID crash. Scott shares the perils of trying to catch the bottom—and how even the best business in the world may be overpriced. Plus, Scott’s take on assessing investments, weighing up reasonable probabilities against downside and upside risks. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.
Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.
Bill Nygren, CFA, Chief Investment Officer and Portfolio Manager for Harris Associates, discusses his disciplined value investing framework and where he finds opportunities in today's market. In addition, Bill shares his thoughts on capital allocation, corporate governance and trends in inflation and artificial intelligence.
In this episode of Muni 360, host Eric Kazatsky sits down with Scott Sprauer, Portfolio Manager at MacKay Municipal Managers, for a timely discussion on why municipal bonds remain a compelling option in today's shifting market.From Fed policy and supply dynamics to the resilience of muni credit quality, Scott explains how active management and smart curve positioning can unlock opportunities for investors. He also shares why elevated supply is the new norm, why municipal yields are competitive against other fixed-income classes, and how investors should consider reallocating cash as the Fed begins its rate-cutting cycle.Tune in now for practical insights that highlight why municipals remain a cornerstone for long-term, tax-efficient portfolios.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: 8364320.1 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
After a lengthy pause, the Federal Reserve on Sept. 17 announced a quarter percentage point cut to its benchmark interest rate. Economists say it is likely the first in a series of reductions that should make borrowing more accessible for consumers. Guest: Matthew Sigel, Head of Digital Assets Research & Portfolio Manager, VanEckVanEck NODE ETF more info➜ https://bit.ly/VanEckETFNODE00:00 Intro00:25 Was Powell hawkish?02:00 Next meeting expectations04:00 How many rate do we get?05:00 End of year predictions08:00 $NODE ETF performance vs Bitcoin11:00 $AVAX potential12:45 What to watch in the next 3 months?14:00 Does the rally continue in 2026?15:00 Outro#federalreserve #bitcoin #Crypto~Fed Aftermath
Emerging market debt remains an important area for investors seeking consistent income and diversification. Western Asset Management's Chris Kilpatrick, Portfolio Manager for the Western Asset Emerging Market Debt Fund (EMD), shares views on potential opportunities for investors, current market tailwinds and headwinds, and how emerging market debt can complement U.S.-centric portfolios. A Franklin Templeton company, Western Asset Management is a leading global fixed-income manager with deep expertise across emerging markets.
Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss the implications of these developments and potential winners and losers. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses. We dive into his exclusive focus on international micro and small caps, a “target-rich universe” of some 15,000 listed companies in developed markets outside the US. Ben explains why these overlooked businesses — often with no sell-side coverage and tiny trading volumes — present compelling opportunities for investors willing to dig deeper. Ben also details his boots-on-the-ground due diligence process, including traveling globally to meet management teams, comparing companies to global peers, and navigating cultural nuances when assessing business quality and long-term growth. We talk about his “pseudo-activist” engagement approach, where he works alongside management to improve disclosures, expand investor outreach, and unlock value. Finally, Ben shares a case study of a Japanese procurement software company he helped bring onto investors' radar, and offers perspective on why US outperformance may be cyclical — and why international microcaps deserve a place in more portfolios. For more information about Ben Finser and Fin Capital Management, please visit: https://fincapitalmanagement.com Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
What are notable developments in investment management, including those influencing investment patterns, asset allocation and product innovation? Is Islamic asset management positioned effectively, what more could be done to provide Islamic investment and wealth management products, and is climate risk offered sufficient recognition? How is the growth of Islamic mutual funds, ETFs and REITs shaping the industry, and what role does private capital have to play?Moderator:Oliver Agha, Managing Partner, Agha & Co and Columnist, IFN (The Islamic Legal Opinion)Panelists:Anastasia Lim, Head of Fixed Income, Portfolio Manager, Jabal Asset ManagementDr Ehab Elsonbaty, Partner, DLA PiperIbrahim Shaikh, Principal Investments, Wahed InvestRaja Amir Shah Raja Azwa, CEO, HSBC Amanah MalaysiaShahariah Shaharudin, President, Saturna Malaysia
Chris Steward, Portfolio Manager at Ninety One, and Motheo Khoaripe 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.
AI is adding to US electricity consumption at a pace not seen in decades. That demand growth is creating new strains on the grid in many parts of the country. But what if AI could instead help keep the system running? Varun Sivaram is a founder & CEO of Emerald AI and a Senior Fellow at the Council on Foreign Relations. He says that far from undermining the grid, AI could actually save it. If we can enable AI data centers to provide flexibility during times peak stress, they can become a powerful ally for reliable, affordable, and clean electricity.Earlier this year, the Energy Gang hosted a conversation with Tyler Norris of Duke University, author of an influential paper assessing the potential for large flexible loads in the US electricity system. He argued that if grid operators could ask data centers to dial back the power consumption when the system is under strain, those new facilities could get online faster without waiting for long transmission and generation upgrades. In effect, flexibility is like a fast-track pass: by allowing short reductions in consumption during peak stress, the grid can handle more demand and data centers can connect sooner.That's the theory. In this show we talk about how to make it a reality.To explain how data center flexibility works, and will work in the future, Varun joins host Ed Crooks, regular guest Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and resident investment expert Shanu Mathew, Portfolio Manager and Research Analyst at Lazard Asset Management. How can data center developers, operators and customers create flexible loads? Spread computing tasks across multiple sites, pause the less time-critical ones during grid stress, and use smarter software and batteries to smooth short spikes. The gang discuss early real-world tests with utilities and tech companies, and why some regions are considering rules that let them temporarily reduce power to big users rather than risk neighborhood blackouts. Is this all hype? Some of the claims being made are running ahead of what is actually being achieved in the industry today. And even as chips get more efficient, demand for AI is growing even faster. But Varun wants to run more pilots, reward flexibility with quicker hookups, and build toward a “virtual power plant” made of data centers that can respond in milliseconds. If the irresistible force of AI development is to overcome the immovable object of power grid capacity, that is the kind of innovation that is going to be needed.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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 brokerage accounts and answer listener questions about investing for retirement and what to do with required minimum distributions from retirement 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.
Asian stocks posted modest gains at the open after Wall Street hit fresh highs ahead of an expected Federal Reserve interest-rate cut this week. Shares in Japan, Australia and South Korea opened higher, with the MSCI Asia-Pacific Index hovering near its record high. Bets on Fed easing sent the S&P 500 above 6,600 on Monday, while the Nasdaq 100 posted its longest advance since 2023. Meantime, Donald Trump's economic adviser Stephen Miran is on his way to joining the Federal Reserve board after the Senate confirmed him to the post in a vote Monday evening. The Senate voted largely along party lines to approve Miran's nomination, setting him up to walk into the Fed's Washington offices Tuesday morning in time for this week's FOMC meeting. We get the views of Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex.Plus - President Trump said he would speak with Chinese leader Xi Jinping on Friday as US and Chinese officials reached a framework deal on keeping the TikTok app running in the US. It would be the first direct engagement between Trump and Xi since June. US Treasury Secretary Scott Bessent, who led the talks in Spain, told reporters that a framework to keep ByteDance's TikTok app running in the US had been reached. China's Vice Commerce Minister Li Chenggang also told reporters in Madrid that a framework of "consensus" had been reached on TikTok, while cautioning that Beijing won't sacrifice principles for a deal. We get reaction from Wendy Cutler, Vice President at the Asia Society Policy Institute. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade.See omnystudio.com/listener for privacy information.
Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time. For starters, Steve is, without question, among the most important leaders in the investment management industry. Consider that Seth Klarman once called him, “the best industry analyst I've ever met, who became the best long short hedge fund manager of his generation.” In our opinion, the magic of Lone Pine resides in the principles that form its foundation and the people that animate its culture. But to understand the organization, you really need to first understand its master builder, a man of unusual integrity whose reputation across every dimension of his life and at every chapter of his life is so consistent and compelling when it comes to investing. Steve has an infectious Buffett-like love for the craft, and he's someone who seems more rooted in an orientation of service than any investor we've ever met. And one of the great paradoxes of this story is that from day one, Steve deliberately architected Lone Pine so that it would always be about more than just him. Beyond Lone Pine, we also discuss the value of having heroes and mentors, how relationships can enrich an education and a career, the art of doing great research, and what is important when investing in periods of accelerated change. John Gardner once said, “There are men and women who make the world better just by being the kind of people they are.” It's truly an honor to bring this conversation to you with one of those kinds of people. Please enjoy class with the one and only Steve Mandel. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to the Joys of Compounding (00:02:15) The Evolution and Principles of Lone Pine Capital (00:05:15) Steve's Early Life and Influences (00:06:45) The Dartmouth Experience and Liberal Arts Education (00:09:07) Harvard Business School and Early Career Lessons (00:12:58) Mentorship and Learning from Industry Giants (00:17:28) Founding Lone Pine Capital: Vision and Business Plan (00:29:20) The Importance of Duration and Flexibility in Investing (00:37:57) Early Days of Lone Pine: Building a Lasting Culture (00:42:56) Retaining Talent: Key Factors (00:43:34) Evolving Leadership and Team Development (00:44:38) Portfolio Management Evolution (00:47:05) Cross-Functional Growth and Development (00:48:09) The Role of Analysts and Portfolio Managers (00:50:39) Adapting to Market Changes and Technology (00:54:04) Investment Strategies and Firm Philosophy (00:57:43) Challenges and Future Directions (01:08:45) Valuation and Investment Decisions (01:11:17) Mentorship and Analyst Development (01:20:07) Future Outlook
115 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.Pete invited Firas and Ron to join him to talk about the martyrdom of Charlie Kirk and the potential consequences of the political reality we live in.Firas' SubstackThe Lotus EatersFiras on TwitterRon at the American ReformerRon's SubstackRon on TwitterLand's End - Christopher CaldwellPete 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.
Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Vaughan Nelson Capital Allocation Team's most recent research, The AI Trade to Narrow.
With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones.Today we speak to James Abela, Portfolio Manager of the Fidelity Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack:Why global small and mid cap stocks are proving such a fruitful part of the marketWhat he has learned from 5 years managing the Future Leaders FundWhy James has avoided RobloxWhen James looks to sell his winners - using Arista Networks as a case studyA deep dive into Games Workshop, a stock in his portfolio—------Thank you to Fidelity for sponsoring this episode.Learn more about the Fidelity Global Future Leaders Fund by visiting their website. Read Maroun's report: Unveiling Tomorrow's TitansConsider the PDS and TMD available at Fidelity.com.au and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. Read Fidelity's full disclaimer.—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastructure businesses. And as you'll hear from his accent and style, Greg is the consummate Texas oil and gas man. This is a fascinating time for traditional energy investment. Post-financial crisis, energy investment was a place of capital excess. Soon enough the boom busted and many institutional investors found ESG religion and fully halted allocations. Traditional energy was left for dead. After ten years in the investment desert, many of the remaining institutional investors are throwing in the towel and selling what they have left. The surviving energy companies tend to be lean, capital efficient and valued appropriately. This disconnect between the supply of high quality, energy assets and the weak demand from capital providers provides an attractive landscape, particularly in secondary markets. As our go-to Texas energy expert, Greg is the perfect guest for this conversation. This podcast was recorded on August 28, 2025. The respective opinions expressed are those of Mr. Reid and Biltmore Family Office, LLC.. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional. Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO's investment advisory services can be found in its Form ADV Part 2, which is available upon request.
Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered: How Andrew developed the investment philosophy he is employing today; Why he likes to invest behind owner-managers; His definition of a supernatural compounder; His contrarian stance on Biglari Holdings; and Why he is OK investing behind executives that other investors dislike To learn more, please visit Andrew's LinkedIn page and the HollAnd Advisors website. Thanks for listening.
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Jeff Miller, Co-Head of Fixed Income and Portfolio Manager, and Stephen “Fitz” Fitzsimmons, Executive Director of Insurance Solutions, both at Morgan Stanley Investment Management. The discussion centers on how insurers can navigate the evolving role of fixed income within multi-asset portfolios, with insights into ALM optimization, yield curve dynamics, and opportunities across public and private credit. Miller and Fitz highlight the impact of regulatory changes, the balance between transparency and complexity in fixed income markets, and how insurers can thoughtfully integrate alternatives alongside traditional allocations. Their perspectives provide insurance CIOs and investment leaders with actionable guidance for building resilient portfolios in today's fast-changing environment.
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, Ryder answers several questions about retirement planning. 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.
"We lean heavily on common sense on how we approach things."It has been a little while but on today's episode of The Culture Matters Podcast, we are bringing back The Investor Series and we are welcoming back the founder of Arena Securities, Aleck Arena, to co-host the show with our very own Jay Doran and they are sitting down with Jordan Cvetanovski who is the Chairman, CIO, and Portfolio Manager with Pella Funds Management. Back in April, we had Jordan on the show and barely began scratching the surface of his investment knowledge and today we are taking a deeper dive. From current market trends and the reasons behind them to the cyclical nature of the banking industry and some very high-minded material in between, this is one of the deepest dives we have ever taken in this series. There is a lot to absorb during this conversation and we couldn't be happier to be getting this information from the one and only Jordan Cventanovski.Disclaimer: The information contained in this episode is not personal financial product advice and has been prepared without taking into account the objectives, financial situation, or needs of any particular person. Culture Matters does not hold an Australian Financial Services License and is not authorised to provide general or personal financial product advice. Before making any investment decision, you should consult a licensed financial adviser. Past performance is not indicative of future performance.
Alex Zweber, Portfolio Manager and Strategist at Parametric under Morgan Stanley Investment Management, joins Bilal Little, Director of Exchange Traded Products at the NYSE, to share his journey from derivatives trading to leading Parametrics' liquid alternatives team. He discusses the explosive growth of ETFs for income, protection, and growth, and how Parametric is bringing decades of institutional expertise into the ETF wrapper.
Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money. She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada. Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America's wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors. Check this out and find out more at: http://www.interactivebrokers.com/ Stocks discussed in this episode - (NVDA), (GOOG), (SPY), (QQQ)