Podcasts about portfolio managers

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Best podcasts about portfolio managers

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Latest podcast episodes about portfolio managers

The Real Investment Show Podcast
What's Jerome Powell Afraid of? (12/1/22)

The Real Investment Show Podcast

Play Episode Listen Later Dec 1, 2022 47:49


(12/1/22) Is the Bull Market back? Fed Chairman Powell's somewhat dovish stance on Wednesday rallied markets to an over-3% gain, begging the question: What is Jerome Powell afraid of? Meanwhile, Markets have been consolidating for the past 6-months, and so remain. What markets DIDN'T hear was that rate hikes will continue at a slower pace, but WILL continue. Concerns about over-tightening overshadowed other issues, like the price-wage spiral, and what's likely to occur in the second half of 2023; PCE vs CPI inflation. Michael Lebowitz needs a Jim Adler-esque nickname (the Maryland Mauler?) 20% market moves in either direction no longer define markets; price trends do. Technicals vs Fundamentals: the lag effects are just starting to be felt, and QT is still going on. Don't fight the Fed; questioning the JOLT numbers; anomalies are in all the data. JOLTs & SHARTs; what about this year's Santa Claus Rally? How can we not avoid Recession in 2023? The Fed may have already over-tightened. SEG-1: What's Jerome Powell Afraid of? SEG-2: What the Fed said vs What the Markets Heard SEG-3: Michael's Nickname; Fundamentals vs Technicals & The Lag Effect SEG-4: JOLTs & SHARTs; Has the Fed Already Over-tightened? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=wA3NZUBTono&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Is the Fed Worried About Over-tightening?" is here: https://www.youtube.com/watch?v=LKEJHJAXIYM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "All I Want for Christmas is a Gift of Stocks" https://www.youtube.com/watch?v=JFkR0mJGuHM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #Inflation #MarketFundamentals #MarketTechnicals #LagEffect #Markets #Money #Investing

Lance Roberts' Real Investment Hour
What's Jerome Powell Afraid of? (12/1/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Dec 1, 2022 47:48


(12/1/22) Is the Bull Market back? Fed Chairman Powell's somewhat dovish stance on Wednesday rallied markets to an over-3% gain, begging the question: What is Jerome Powell afraid of? Meanwhile, Markets have been consolidating for the past 6-months, and so remain. What markets DIDN'T hear was that rate hikes will continue at a slower pace, but WILL continue. Concerns about over-tightening overshadowed other issues, like the price-wage spiral, and what's likely to occur in the second half of 2023; PCE vs CPI inflation. Michael Lebowitz needs a Jim Adler-esque nickname (the Maryland Mauler?) 20% market moves in either direction no longer define markets; price trends do. Technicals vs Fundamentals: the lag effects are just starting to be felt, and QT is still going on. Don't fight the Fed; questioning the JOLT numbers; anomalies are in all the data. JOLTs & SHARTs; what about this year's Santa Claus Rally? How can we not avoid Recession in 2023? The Fed may have already over-tightened. SEG-1: What's Jerome Powell Afraid of? SEG-2: What the Fed said vs What the Markets Heard SEG-3: Michael's Nickname; Fundamentals vs Technicals & The Lag Effect SEG-4: JOLTs & SHARTs; Has the Fed Already Over-tightened? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=wA3NZUBTono&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Is the Fed Worried About Over-tightening?" is here: https://www.youtube.com/watch?v=LKEJHJAXIYM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "All I Want for Christmas is a Gift of Stocks" https://www.youtube.com/watch?v=JFkR0mJGuHM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #Inflation #MarketFundamentals #MarketTechnicals #LagEffect #Markets #Money #Investing

Animal Spirits Podcast
Talk Your Book: The Buy-Write Strategy 

Animal Spirits Podcast

Play Episode Listen Later Nov 28, 2022 29:47


On today's show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a reasonable price, earnings in 2023, and much more!    Find complete shownotes on our blogs...​ Ben Carlson's A Wealth of Common Sense​ Michael Batnick's The Irrelevant Investor​ Like us on Facebook​ And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.​     (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.)​

Palisade Radio
Diego Parrilla: Gold – The Anti-Fiat Bubble

Palisade Radio

Play Episode Listen Later Nov 25, 2022 73:19


Tom welcomes back Diego Parrilla to the show. Diego is an author, engineer and economist. He has an extensive background in commodities, having worked for several major banks. Diego believes the Fed hiking cycle is approaching its peak as we enter next year. There are limits to how high they can go, and the rate of hiking cycles has placed a lot of pressure on markets. The dollar has been putting pressure on other countries. There are pockets of weakness in the system, and it's difficult to know what might burst first. How rapidly the Fed will pivot will depend on how markets react and the credit markets. Currency markets will also be a concern and there is excess hidden leverage in the system. Hopefully, central banks will learn the risks of zero and negative interest rates. The result is gross mis-allocations within the economic system. Everything revolves around inflation and as we enter the next phase of markets, there is a perception that we will print less. Diego believes the inevitable result will be even more money printing. Eventually, the only way to sustain the system will be to grant central banks yield curve control. To prevent bubbles from imploding they will need to print more and that will result in further inflation. We're just delaying, transferring, transforming, and enlarging the problems. The energy situation in Europe is very interesting because it shows the problems that have built up. There is a reliance on Russia and a lack of capital investment. Governments want energy security, but the problems can be exacerbated by hoarding. Energy subsidies will only increase the problems of production capacity. He explains why he likes gold and feels that it is an anti-bubble investment option, even though it's been frustrating for many investors recently. He cautions that now is not the time to be using leverage and discusses how best to position one's portfolio. Time Stamp References:0:00 - Introduction0:44 - Q4 Outlook3:50 - Lag Effects10:06 - Fed & Wealth Effects17:54 - Energy & Europe24:24 - Russia's Resources32:25 - China Outlook37:14 - Hong Kong Peg45:30 - Gold the Anti-Bubble50:48 - Gold & Hike Response54:56 - Volatility & Rebalancing1:11:08 - Wrap Up Talking Points From This Episode The Fed is reaching its rate hiking limits.The speed of the Fed's pivot will depend on the credit markets.Central banks will eventually be forced to use yield curve control as debts are unsustainable.Why gold is the ultimate anti-fiat bubble. Guest LinksTwitter: https://twitter.com/ParrillaDiegoWebsite: https://www.linkedin.com/in/diego-parrilla-0a2b5530/Website: https://www.getrevue.co/profile/parrilladiegoWebsite: https://quadrigafunds.esBooks (Amazon):https://tinyurl.com/5a3pkjskhttps://tinyurl.com/ctdcmeb3 Diego Parrilla is Partner and Manager of Macro Commodities. He joined Quadriga in March 2017 with nearly twenty years of experience in macro, commodities, and sales and trading in London, Singapore, and New York. He has managed risk and global teams in prestigious investment banks, such as J.P. Morgan, Goldman Sachs, and Merrill Lynch, in various global leadership roles. In 2011, Diego founded Natural Resources and Commodity Advisors (NARECO) in Singapore, advising institutional customers and managing macro strategies and raw materials. He then joined the management team at BlueCrest as Portfolio Manager, managing $150m in macro absolute value strategies and raw materials. Later he led raw materials businesses at Dymon Asia and Old Mutual Global Investors in Singapore before returning to Spain to join Quadriga Asset Managers as Partner and Manager of Macro Commodities.

The Real Investment Show Podcast
Will This Be a November to Remember? (11/24/22)

The Real Investment Show Podcast

Play Episode Listen Later Nov 24, 2022 24:04


(11/24/22) Why would the Fed pivot? When it does, it won't be good for equities. How is the crypto-phenomenon like the sub-prime crisis of bygone days? A discussion of what "pivot" is and is not; a comparison of economics, then and now; The Fed's rate hikes this year haven't hit yet, but when they do... the "lag effect" is being under-calculated. SEG-1: Why Would the Fed Pivot? SEG-2: What Happens When Debt Begins to Default? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=C228DvWAKb0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Markets Going Nowhere" is here: https://www.youtube.com/watch?v=E3-R0KQ-Zao&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Bob is Back (at Disney)" https://www.youtube.com/watch?v=PvIgXfh-dN4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2646s -------- Articles mentioned in this podcast: "More Bearish Market Action Before The Bull Can Run" https://realinvestmentadvice.com/more-bearish-market-action/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Thanksgiving #FederalReserve #FedPivot #Markets #Money #Investing

Lance Roberts' Real Investment Hour
Why The Fed Wants More Unemployed (11/22/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 22, 2022 47:49


(11/22/22) Market movement can best be described as sideways, up only 2% for November. Oil Stocks are down 20% while energy stocks are only off 5%; so why would the Fed pivot? When it does, it won't be good for equities. How is the crypto-phenomenon like the sub-prime crisis of bygone days? A discussion of what "pivot" is and is not; The Fed wants to take pressure off the labor market, and would be fine with 5% unemployment as a means of thwarting the wage-price spiral. A comparison of economics, then and now; The Fed's rate hikes this year haven't hit yet, but when they do... the "lag effect" is being under-calculated. SEG-1: Markets Not Doing Much of Anything, Moving Sideways SEG-2: Why Would the Fed Pivot? SEG-3: I Don't Think Pivot Means What You Think it Means SEG-4: What Happens When Debt Begins to Default? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=C228DvWAKb0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Markets Going Nowhere" is here: https://www.youtube.com/watch?v=E3-R0KQ-Zao&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Bob is Back (at Disney)" https://www.youtube.com/watch?v=PvIgXfh-dN4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2646s -------- Articles mentioned in this podcast: "More Bearish Market Action Before The Bull Can Run" https://realinvestmentadvice.com/more-bearish-market-action/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Thanksgiving #FederalReserve #FedPivot #Markets #Money #Investing

Palisade Radio
Michael Gayed: The Only Year in History when Treasuries have Lost More than Stocks

Palisade Radio

Play Episode Listen Later Nov 22, 2022 41:48


Tom welcomes back Michael Gayed, Portfolio Manager at Toroso Asset Management. Michael is the author and publisher of the Lead-Lag Report. Michael discusses how insane this year has been and how this is the only year in history where treasuries have lost more money than stocks. The only period it can be compared with is 1931. We're in very abnormal territory. People can get overly comfortable if something isn't happening immediately. We saw that with FTX and Lehman Brothers collapses. The beauty of FinTwit is the ability to see the short-term perspective of investors. Michael says, "When investment becomes religion, it's time to lose faith." This is what happens in markets people get overly confident in markets, and we're seeing margin calls in crypto. Usually, margin calls aren't limited to just one asset class. He explains the terms risk on and risk off. For the bulk of this year, Toroso's signals have been risk-off and defensive. The melt-up scenario is still very much in play, but we're in a recession. Melt ups are basically just FOMO which eventually fizzle out. A split government isn't a bad thing for markets and the economy. The best thing is to lower fiscal spending to reduce inflationary pressures long term. In many ways, the Fed may be trying to counter seasonality. The strength in the dollar is usually tied to a good treasury market, but this year is the exception. The persistence of the dollar has been relentless until recently. The bear market will continue to take some time to play out. We're setting records for the rate of change in many areas. All the statistics are showing that something is not normal. All investors can do is hope that it ends, and Michael is seeing some reason for optimism. Gold needs the dollar to underperform, and the market needs to believe that a bear market will persist. The link between miners and gold price is not that correlated. Miners are dependent on additional factors like energy and input costs to consider. At some point, we end up in a similar debt to GDP situation with that of Japan. Who knows where we will be in another ten years. Time Stamp References:0:00 - Introduction0:35 - Sanity Check3:26 - Contagion & Risk8:54 - Melt Up Thesis16:22 - Fed & China18:48 - OPEC & SPR21:53 - Commodities & Lumber23:50 - Dollar Strength26:25 - Foreign Dollar Demand29:39 - Gold & The Dollar32:17 - Gold Miners33:29 - Layoffs & Retail36:44 - Pivot & Future Inflation38:49 - Brazil40:45 - Wrap Up Talking Points From This Week's Episode Why this year is highly abnormal in U.S. history.Risk on and off metrics and why he is positioned defensively.Why a split government is good for the economy and inflation expectations.The outlook for gold and correlations with miners. Guest Links:Website: https://www.leadlagreport.com/Website: http://torosoinv.com/Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/theleadlagreport Michael A. Gayed, CFA, is Portfolio Manager at Toroso Asset Management, an award-winning author and publisher of The Lead-Lag Report. Michael is a well-respected results-oriented Investment Manager, showcasing 15 years of successfully executing initiatives that result in significant revenue growth. In addition, he is known for identifying and implementing various investment strategies to capture market anomalies while maintaining a business mindset beyond portfolio management. Michael offers a proven track record of evaluating business/investment opportunities, quickly understanding market dynamics and relationships. He is also an out-of-the-box thinker committed to strengthening organizations' financial performance through dedicated hard work and a passion for investing. He is a graduate of (Cum Laude) NYU Stern School of Business with a Double Major in Finance & Management and holds a Bachelor of Science in Finance & Management. In addition, he is a Chartered Financial Analyst from the CFA Institute.

CLS's The Weighing Machine
Tactical Investment Strategies with James St. Aubin and Kenneth Sleeper

CLS's The Weighing Machine

Play Episode Listen Later Nov 22, 2022 34:59


In this episode, Rusty and Robyn talk with Kenneth Sleeper, Ocean Park Asset Management's Co-Founder, Co-Managing Director, and Portfolio Manager. Also joining them is James St. Aubin, Chief Investment Officer for Sierra Mutual Funds and Ocean Park Asset Management. Kenneth oversees all aspects of the organization's activities, including asset management, research, and client relationships. Before co-founding Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management, Kenneth applied his extensive background in statistical and computer applications to develop and refine computerized techniques for reducing downside risk. James, on the other hand, is an accomplished investment management executive. His experience in over 20 years in the industry includes asset allocation, manager research, and portfolio construction leadership roles. Kenneth and James talk with Rusty and Robyn about how they manage portfolios in today's market environment, what strategies they're implementing in their investments, and how they help investors stay calm, carry on, and stay on course during market downturns. Key Takeaways [03:41] - Why Ocean Park Asset Management was founded. [06:51] - An overview of James St. Aubin's career in wealth management. [08:30] - The factors influencing the market's movement. [12:32] - How Ocean Park Asset Management manages portfolios in the current market environment. [14:09] - How Ocean Park Asset Management helps investors stay calm and carry on in the face of market negativity. [17:18] - How James and Ken manage client expectations. [21:19] - What James and Ken say about geopolitical turbulence. [23:39] - How Ocean Park Asset Management uses tactical analysis in its investment process. [26:05] - How James keeps his mental and physical health to perform at his best. [29:05] - The people Ken and James are grateful for professionally. [32:13] - James and Ken's recommendations for content. Quotes [10:02] - "2022 has been about dealing with the consequences of the policy mistake, a double whammy of rate hikes and QT (Quantitative Tightening) at a pace and up to a level not easily digested by financial markets. Think about it as a shock and awe in the opposite direction, but this time it's intended to beat inflation." ~ James St. Aubin [13:41] - "We can't predict what the future holds, but we have a lot of history showing that this will eventually work itself out. It's just patience that's required right now. And that goes to the heart of investor education for all professionals that manage money." ~ Kenneth Sleeper [20:05] - "The number one value add for advisors is keeping them from capitulation in times of stress. This, too, shall pass is a perfect phrase for both up and down markets, honestly not to get people too greedy or fearful that we have to stay the course. The key ingredient to success is ensuring that this environment does not knock them off their path." ~ James St. Aubin   Links  Kenneth Sleeper James St. Aubin Ocean Park Asset Management I Won't Back Down by Tom Petty Stranglehold by Ted Nugent Skip Schweiss Ryan Harder Investment Advisory | HighMark Capital Management Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker Victor Zhang Wilshire American Century Investments Michael Covel's Trend Following Jim Bianco Barron's The Wall Street Journal Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts   2142-OPS-11/8/2022

The Real Investment Show Podcast
Why The Fed Wants More Unemployed (11/22/22)

The Real Investment Show Podcast

Play Episode Listen Later Nov 22, 2022 47:50


(11/22/22) Market movement can best be described as sideways, up only 2% for November. Oil Stocks are down 20% while energy stocks are only off 5%; so why would the Fed pivot? When it does, it won't be good for equities. How is the crypto-phenomenon like the sub-prime crisis of bygone days? A discussion of what "pivot" is and is not; The Fed wants to take pressure off the labor market, and would be fine with 5% unemployment as a means of thwarting the wage-price spiral. A comparison of economics, then and now; The Fed's rate hikes this year haven't hit yet, but when they do... the "lag effect" is being under-calculated. SEG-1: Markets Not Doing Much of Anything, Moving Sideways SEG-2: Why Would the Fed Pivot? SEG-3: I Don't Think Pivot Means What You Think it Means SEG-4: What Happens When Debt Begins to Default? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=C228DvWAKb0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: "Markets Going Nowhere" is here: https://www.youtube.com/watch?v=E3-R0KQ-Zao&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Bob is Back (at Disney)" https://www.youtube.com/watch?v=PvIgXfh-dN4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2646s -------- Articles mentioned in this podcast: "More Bearish Market Action Before The Bull Can Run" https://realinvestmentadvice.com/more-bearish-market-action/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Thanksgiving #FederalReserve #FedPivot #Markets #Money #Investing

Canadian Podcast with Zak
Episode 156 | Why Recessions can be Great and the Importance of Preserving your Wealth with Faisal Karmali

Canadian Podcast with Zak

Play Episode Listen Later Nov 21, 2022 26:18


This episode is brought to you by GRUBBED Faisal is one of the principals of the Popowich Karmali Advisory Group, a Portfolio Manager and Investment Advisor at CIBC Wood Gundy. He holds the Chartered Investment Manager (CIM®), and Certified Financial Planner (CFP®) designations. Faisal co-hosts More Than Money, a weekly radio program dedicated to retirement finance and lifestyle. He is also a Business and Market Expert for NewsTalk770 (CHQR AM770) radio, and CTV, where he appears regularly to share his insights on retirement, financial and economic issues. You can learn more about Faisal and the Karmali Exchange at: https://faisalkarmali.ca/ Follow Faisal on Instagram at: https://www.instagram.com/faisalkarmali/

Bloomberg Businessweek
Iger Returns to Disney As Chapek Exits

Bloomberg Businessweek

Play Episode Listen Later Nov 21, 2022 28:40


Bloomberg Businessweek Media, Entertainment and Telecom Editor Felix Gillette reports on Disney bringing back Bob Iger to replace Bob Chapek as CEO. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Senior Investigative Data Reporter Sinduja Rangarajan provide the details of Sinduja's Businessweek story Tech Layoffs Send H-1B Visa Holders Scrambling for New Jobs. Bloomberg Intelligence ESG Analyst Shaheen Contractor has a recap of COP27. And we Drive to the Close with Eric Clark, Portfolio Manager at Rational Dynamic Brands Fund. Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

This Week in Intelligent Investing
Reflecting on the FTX Debacle and the Factors That Made It Possible

This Week in Intelligent Investing

Play Episode Listen Later Nov 20, 2022 52:18


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the FTX debacle and the factors that made such an epic disaster not only possible but perhaps likely. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

PALADIN FINANCIAL TALK
The Votes Are In Market Update

PALADIN FINANCIAL TALK

Play Episode Listen Later Nov 19, 2022


We welcome Keith Gangl, CFA, Portfolio Manager with Gradient Investments to talk about what the election results might mean for the financial markets.

The Real Investment Show Podcast
Is FTX a 'Lehman Moment?' (11/17/22)

The Real Investment Show Podcast

Play Episode Listen Later Nov 17, 2022 47:52


(11/17/22) There's a problem with market rallies: The Fed doesn't like 'em. Estimates for Q4 GDP = 4.4% The tell will be Christmas sales; what are valuations telling us? Price must adjust for lower earnings. Things are starting to crack in financial markets; things we see during boom times vs bust times corrections: The Fed's Goal is to pull excess out of the markets. No question the Fed will pivot: But When?? FTX is not a "Lehman Moment." When the Fed pivots, things will not be good; the Fed is scared and wants 1% of workers to lose their jobs. Investing in an uncertain market; are Bonds a safe bet? What the Fed is doing is bond-friendly. SEG-1: Why the Fed Doesn't Like a Market Rally SEG-2: Things Are Starting to Crack in Financial Markets SEG-3: What is a Pivot, Ross? SEG-4: Are Bonds a Safe Bet in an Uncertain Market? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=4x5_FkIYsEw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2682s -------- Our Latest "Three Minutes on Markets & Money: "The Fed's Anti-Inflation Campaign is Good for Bonds " is here: https://www.youtube.com/watch?v=xoq2ESFdaeI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Wake-up Call for Wall Street?" https://www.youtube.com/watch?v=bYB38yoUrtQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2941s -------- Articles mentioned in this podcast: "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Inflation #ContrarianInvestor #FTX #LehmanMoment #BondMarket #FederalReserve #FedPivot #RossGeller #Friends #Markets #Money #Investing

Lance Roberts' Real Investment Hour
Is FTX a 'Lehman Moment?' (11/17/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 17, 2022 47:51


(11/17/22) There's a problem with market rallies: The Fed doesn't like 'em. Estimates for Q4 GDP = 4.4% The tell will be Christmas sales; what are valuations telling us? Price must adjust for lower earnings. Things are starting to crack in financial markets; things we see during boom times vs bust times corrections: The Fed's Goal is to pull excess out of the markets. No question the Fed will pivot: But When?? FTX is not a "Lehman Moment." When the Fed pivots, things will not be good; the Fed is scared and wants 1% of workers to lose their jobs. Investing in an uncertain market; are Bonds a safe bet? What the Fed is doing is bond-friendly. SEG-1: Why the Fed Doesn't Like a Market Rally SEG-2: Things Are Starting to Crack in Financial Markets SEG-3: What is a Pivot, Ross? SEG-4: Are Bonds a Safe Bet in an Uncertain Market? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=4x5_FkIYsEw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2682s -------- Our Latest "Three Minutes on Markets & Money: "The Fed's Anti-Inflation Campaign is Good for Bonds " is here: https://www.youtube.com/watch?v=xoq2ESFdaeI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Wake-up Call for Wall Street?" https://www.youtube.com/watch?v=bYB38yoUrtQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2941s -------- Articles mentioned in this podcast: "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Inflation #ContrarianInvestor #FTX #LehmanMoment #BondMarket #FederalReserve #FedPivot #RossGeller #Friends #Markets #Money #Investing

Enter the Lionheart
Ivan Zhang: Master of Your Financial Universe

Enter the Lionheart

Play Episode Listen Later Nov 17, 2022 61:54


Ivan Zhang is a former Portfolio Manager and a Crypto entrepreneur. He recently launched PennyWorks with his co-founder last year, with the goal of giving people more agency over their money. Ivan has the goal of sharing his knowledge to educate through the paradigm shift we are living through; we are transitioning from a world where all wealth is controlled by third parties to one where individuals will have direct agency over their wealth without middlemen. "When you invest, you are buying a day that you don't have to work." “Don't let short term setbacks prevent you from reaching your long term goals. I'm all in raising a family. I'm all in crypto. I'm all in startup. What are you all in? And if you aren't, what's holding you back?” Enter the Lionheart is sponsored by Magic Mind: https://www.magicmind.co/lion and the discount code is LION.

Gains with Andy Giersher
Why The Rally Won't Last: Prepare For Lower Markets

Gains with Andy Giersher

Play Episode Listen Later Nov 16, 2022 31:38


Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com joins us with a technical look at financial markets.  He also talks about why the recent rally is poised to run out of steam and how likely the economy will slip into a recession in 2023. 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

Away from the Noise
Europe: Continent of Opportunity for Selective Asset Managers

Away from the Noise

Play Episode Listen Later Nov 16, 2022 23:21


Portfolio Manager and Managing Director Matt Burdett believes the European energy crisis may be contained, leading to attractive discounts and opportunities.

Market Matters from New York Life Investments
Munis and the Midterms: Where to Go From Here with Frances Lewis (November 14, 2022)

Market Matters from New York Life Investments

Play Episode Listen Later Nov 15, 2022 20:17


Lauren and Julia host special guest Frances Lewis, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, to discuss all things municipal bonds (munis): how the outflow cycle contrasts with fundamentals, what the midterm elections mean for opportunities in munis, and the path forward. 

CLS's The Weighing Machine
Fixed Income Asset Allocation with Samuel Lau

CLS's The Weighing Machine

Play Episode Listen Later Nov 15, 2022 54:20


Throughout history, there have been different schools of thought regarding investing. Some investors believe in taking on more risk to achieve higher returns, while others prefer preserving capital and generating stability. In this current economic climate, however, many investors are worried about the stock and bond markets and how they will affect their investments.  In this episode, Rusty and Robyn talk with Samuel Lau. Samuel is a Portfolio Manager on DoubleLine's strategic commodity strategy while working in portfolio management and trading for derivatives-based and multi-asset strategies, including DoubleLine's Shiller Enhanced CAPE®, Shiller Enhanced International CAPE®, Real Estate and Income, and Multi-Asset Trend strategies. He also co-hosts the Sherman Show and the Monday Morning Minutes podcasts. A fixed-income asset allocation strategist, Samuel talks with Rusty and Robyn about the fixed-income market, the headwinds facing the bond market, and the inflation and Federal Reserve policy. Key Takeaways [03:43] - Among the many roles Samuel plays at DoubleLine. [07:48] - What Samuel has learned from podcasting. [09:03] - One of Samuel's favorite episodes. [11:00] - What Samuel thinks about the stock market and bonds. [12:59] - DoubleLine's view on inflation. [16:21] - What DoubleLine thinks about the Federal Reserve policy. [19:28] - A possibility of an economic recession. [23:55] - How Samuel considers geopolitical risk when building portfolios. [27:29] - Samuel's outlook for interest rates. [31:05] - An overview of investment-grade corporate bonds. [35:56] - Samuel's perspective on emerging market debt. [37:12] - Diversifying portfolios with real assets and low volatility assets. [40:23] - Samuel's forecast for the stock market. [42:47] - Why investors should consider fixed-income investments. [44:47] - Samuel's personal investment strategy. [45:48] - How Samuel maintains his mental and physical health to perform at his peak. [48:02] - The people Samuel is grateful for on a professional level. [49:48] - Samuel's recommendations for content. Quotes [12:06] - "On the bond side of things, it's very painful. It's the worst year-to-day performance in the U.S. bond market on record going back to the index's inception. But investors have their heads wrapped around the rationale behind it." ~ Samuel Lau [17:48] - "We all fear the risk of the Fed and the FOMC over-tightening through their rate hikes and sending the economy into a hard landing, which people would refer to as a policy mistake." ~ Samuel Lau [38:32] - "When you look at the positive performers, commodities are one of the two asset classes that have that plus sign in front of it on a year-to-date basis. The other asset class is the U.S. dollar." ~ Samuel Lau   Links  DoubleLine Rock and Roll by Led Zeppelin Jeffrey Gundlach The Sherman Show Jeffrey Sherman Monday Morning Minutes Robert Shiller Mary Daly Federal Reserve of San Francisco Nick Timaraos The Wall Street Journal National Bureau of Economic Research Grant's Interest Rate Observer DoubleLine Capital on YouTube Channel 11 PS Perspective Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2077-OPS-11/1/2022

The Jay Martin Show
New Innovation Will Rise From the Ashes of Broken Government Policy: Michael Green

The Jay Martin Show

Play Episode Listen Later Nov 15, 2022 108:28


Portfolio Manager and Chief Strategist at Simplify Asset Management Michael Green joins the show for an epic conversation on the sad state of government policy and his belief that it will ultimately lead to greater innovation ahead. Sign up for our free weekly newsletter at https://www.JayMartin.club

Yet Another Value Podcast
Samir Patel from Askeladden Capital on MIX Telematics $MIXT

Yet Another Value Podcast

Play Episode Listen Later Nov 14, 2022 62:42


Samir Patel, Portfolio Manager at Askeladden Capital, joins the podcast to discuss Mix Telematics (MIXT) and why he sent a letter to the company pushing for change. Askeladden's letter to MIXT: https://www.accesswire.com/723191/Askeladden-Capital-Announces-Activist-Position-in-MiX-Telematics-NYSEMIXT Chapters 0:00 Intro 2:50 MIXT Overview 5:45 MIXT's hardware to subscription switch 9:30 The economics of a MIXT subscription 12:30 What's the moat that prevents competitors entering the market? 18:30 MIXT retention and churn 21:00 MIXT high level valuation 24:20 Precedent comps for MIXT 27:30 Why did Askeladden send a letter to MIXT? 35:45 Digging into MIXT's lack of growth and margin expansion 39:15 MIXT's history of missing long term targets 43:45 Would a PE takeout make sense for MIXT? 46:00 MIXT's sales force 48:30 Tracking MIXT's progress in the near term 56:45 MIXT's recent chairman resignation and insider sales

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: ARK Invest's Cathie Wood on Why ARK Has Not Had More Outflows Despite Performance, How the Global Tech Equities Market Will Go From $7Trn to $210Trn in 8-10 Years, The Future for Facebook and How Elon Musk and Jack Dorsey Could Create the Biggest D

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Nov 14, 2022 47:17


Cathie Wood is the CEO & CIO @ ARK Invest, focusing solely on disruptive innovation, primarily in the public equity markets. ARK has become renowned for opening up its research and becoming a ‘sharing economy' company in the asset management space. Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which managed $800 million in global thematic strategies. Prior to Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Portfolio Manager and Director.  In Today's Episode with Cathie Wood We Discuss: 1.) Entry into Hedge Funds at 20: How did Cathie get her first role in the world of finance at the tender age of 20? What is Cathie running from? What is Cathie running towards? What are some of Cathie's biggest lessons from seeing the dot com bust at Tupelo? What does Cathie know now that she wishes she had known when she started investing? 2.) Why Benchmarks and Passive Investing are Bad: Why does Cathie believe that benchmarks and indexes have become dangerous for consumers? Why does Cathie not believe what everyone else does regarding inflation? How much of the performance of large-cap tech stocks is tied to the growth of passive investing? Why does Cathie think the Fed is making a huge mistake? 3.) Time to Pick Companies: Why does Cathie believe that Facebook is emerging as an attractive value stock? How does Cathie believe Elon Musk and Jack Dorsey could build the largest universal wallet? If Cathie were to put all her money into one of their companies, what would it be? Why does Cathie believe Zoom is one of the most misunderstood companies? 4.) Why Venture: Why Now: Why did Cathie decide to do a venture fund with ARK now? Why did Cathie decide to do a no-carry structure with a higher management fee? How does that align incentives with investors? In venture, the asset chooses the capital, how does Cathie analyze why the best founders in the world will pick and work with ARK over other amazing VCs? What is the single biggest risk you are underwriting when investing in ARK's venture fund? Items Mentioned in Today's Episode: Cathie's Favourite Book: The Emperor of All Maladies: A Biography of Cancer

Bloomberg Businessweek
Bankman-Fried's Fall as Crypto King

Bloomberg Businessweek

Play Episode Listen Later Nov 14, 2022 33:41


Bloomberg News Senior Markets Reporter Katie Greifeld discusses her story Bankman-Fried: From Crypto King to King of Tech Bubble's Losers. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Labor Reporter Josh Eidelson talk about Apple Store employees unionizing. Dexter “Tiff” Roberts, Senior Fellow at the Atlantic Council's Asia Security Initiative, shares his thoughts on Monday's meeting between US President Joe Biden and China's President Xi Jinping. And we Drive to the Close with Dan Ahrens, Portfolio Manager at AdvisorShares Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Diary of an Apartment Investor
ATE - Red Flags To Look for In Today's Market With Michael Becker & Tiffany Ward

Diary of an Apartment Investor

Play Episode Listen Later Nov 11, 2022 41:27


Tiffany Ward asks Michael Becker about what signs to look out for in a deal or in a broker and what advise would he give to those starting new to the business. Join our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on November 11, 2022----Your host, Brian Briscoe, has been a general partner in 655 units worth $50 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on LinkedIn----Michael BeckerMichael Becker is a Co-Founder & Principal at SPI Advisory, LLC and heads SPI's Dallas, Texas office where he oversees all aspects of property operations, including asset management, property management oversight, accounting and taxation, capital improvement and renovation projects, and investor relations. Michael is a lifelong resident of North Texas and a graduate of The University of North Texas with a BBA in Finance. Michael is a 15-year veteran Commercial Real Estate Banker and has originated and managed numerous portfolios of permanent and bridge loans in all major asset classes.  As a Portfolio Manager, Michael directly oversaw the management and financial performance of the countless C & B class multifamily properties with average asset value of $250M he originated loans for. Learn more about him at: https://www.spiadvisory.com ----Tiffany WardTiffany Ward is a mother, Crossfit Coach, and real estate investor. She started investing in real estate by buying a foreclosure at the age of 23 in Virginia. After moving into the property, she house-hacked to decrease her expenses and boost her investable capital. In 2019, she turned to multifamily investing and in her first apartment deal invested out of state and served as a Key Principal. Tiffany has a passion for helping others achieve financial literacy and wealth creation. She leads the Facebook group Diversified Wealth where the focus is on providing education and opportunity to help others accelerate their progress towards financial freedom and early retirement. Tiffany is also the host of the RVA Multifamily Meetup group based in Richmond, VALearn more about her at: wealthwithtiffany.com

First United Wealth Management - What Matter's Most
What Matters Most - Monthly Economic Update for November 2022 with Megan Kinsinger

First United Wealth Management - What Matter's Most

Play Episode Listen Later Nov 10, 2022 20:04


Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2022.

WellSaid – The Wellington Management Podcast
Fintech market in 2023: The intersection of disruption and dispersion

WellSaid – The Wellington Management Podcast

Play Episode Listen Later Nov 10, 2022 34:50


Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.2:10 – Fintech market overview4:20 – Fintech opportunities and risks for 20236:45 – Buy now, pay later9:30 – Cryptocurrencies and digital assets11:30 – Regulation and geopolitics17:50 – Fintech in a recession22:20 – Long-term COVID impacts25:00 – ESG in fintech28:00 – Collaboration and research process   Views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For  professional/institutional investors only. Your capital may be at risk. Podcast produced November 2022.Wellington Management Company LLP (WMC) is an independently owned investment adviser registered with the US Securities  and Exchange Commission (SEC). WMC is also registered with the US Commodity Futures Trading Commission (CFTC) as a  commodity trading advisor (CTA) and serves as a CTA to certain clients including commodity pools operated by registered  commodity pool operators. WMC provides commodity trading advice to all other clients in reliance on exemptions from CTA  registration. WMC, along with its affiliates (collectively, Wellington Management), provides investment management and  investment advisory services to institutions around the world. Located in Boston, Massachusetts, Wellington Management also  has offices in Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Frankfurt; Hong Kong; London; Luxembourg; Milan;  Shanghai; Singapore; Sydney; Tokyo; Toronto; and Zurich.     This material is prepared for, and authorized for internal use by, designated institutional and professional investors and their  consultants or for such other use as may be authorized by Wellington Management. This material and/or its contents are current  at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written  consent of Wellington Management. This material is not intended to constitute investment advice or an offer to sell, or the  solicitation of an offer to purchase shares or other securities. Investors should always obtain and read an up-to-date investment  services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views  expressed herein are those of the author(s), are based on available information, and are subject to change without notice.  Individual portfolio management teams may hold different views and may make different investment decisions for different clients.  In Canada, this material is provided by Wellington Management Canada ULC, a British Columbia unlimited liability company  registered in the provinces of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia,  Ontario, Prince Edward Island, Quebec, and Saskatchewan in the categories of Portfolio Manager and Exempt Market Dealer.   In Europe (excluding the United Kingdom and Switzerland), this material is provided by Wellington Management Europe GmbH  (WME) which is authorized and regulated by the German Federal Financial Supervisory Authority (Bundesanstalt für  Finanzdienstleistungsaufsicht – BaFin). This material may only be used in countries where WME is duly authorized to operate and  is only directed at eligible counterparties or professional clients as defined under the German Securities Trading Act. This material  does not constitute investment advice, a solicitation to invest in financial instruments or information recommending or suggesting  an investment strategy within the meaning of Section 85 of the German Securities Trading Act (Wertpapierhandelsgesetz).   In  the United Kingdom, this material is provided by Wellington Management International Limited (WMIL), a firm authorized and  regulated by the Financial Conduct Authority (FCA) in the UK (Reference number: 208573). This material is directed only at eligible  counterparties or professional clients as defined under the rules of the FCA.   In Switzerland, this material is provided by Wellington Management Switzerland GmbH, a firm registered at the commercial register  of the canton of Zurich with number CH-020.4.050.857-7. This material is directed only at Qualified Investors as defined in the Swiss  Collective Investment Schemes Act and its implementing ordinance.  In Hong Kong, this material is provided to you by Wellington Management Hong Kong Limited (WM Hong Kong), a corporation  licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities), Type 2 (dealing in futures contracts),  Type 4 (advising on securities), and Type 9 (asset management) regulated activities, on the basis that you are a Professional  Investor as defined in the Securities and Futures Ordinance. By accepting this material you acknowledge and agree that this  material is provided for your use only and that you will not distribute or otherwise make this material available to any person.  Wellington Investment Management (Shanghai) Limited is a wholly-owned entity and subsidiary of WM Hong Kong.   In Singapore, this material is provided for your use only by Wellington Management Singapore Pte Ltd (WM Singapore)  (Registration Number 201415544E). WM Singapore is regulated by the Monetary Authority of Singapore under a Capital Markets  Services Licence to conduct fund management activities and is an exempt financial adviser. By accepting this material you  represent that you are a non-retail investor and that you will not copy, distribute or otherwise make this material available to any  person.   In Australia, Wellington Management Australia Pty Ltd (WM Australia) (ABN 19 167 091 090) has authorized the issue of this  material for use solely by wholesale clients (as defined in the Corporations Act 2001). By accepting this material, you acknowledge  and agree that this material is provided for your use only and that you will not distribute or otherwise make this material available  to any person. Wellington Management Company LLP is exempt from the requirement to hold an Australian financial services  licence (AFSL) under the Corporations Act 2001 in respect of financial services provided to wholesale clients in Australia, subject to  certain conditions. Financial services provided by Wellington Management Company LLP are regulated by the SEC under the laws  and regulatory requirements of the United States, which are different from the laws applying in Australia.  In Japan, Wellington Management Japan Pte Ltd (WM Japan) (Registration Number 199504987R) has been registered as a  Financial Instruments Firm with registered number: Director General of Kanto Local Finance Bureau (Kin-Sho) Number 428. WM  Japan is a member of the Japan Investment Advisers Association (JIAA), the Investment Trusts Association, Japan (ITA) and the  Type II Financial Instruments Firms Association (T2FIFA).  WMIL, WM Hong Kong, WM Japan, and WM Singapore are also registered as investment advisers with the SEC; however, they will  comply with the substantive provisions of the US Investment Advisers Act only with respect to their US clients.  ©2022 Wellington Management Company LLP. All rights reserved.  

Fidelity Answers: The Investment Podcast
The Investor's Guide to China: China's Next Phase (#17)

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Nov 9, 2022 34:13


Chinese equities markets have been volatile in the wake of last month's Communist Party Congress in Beijing, where the country's leadership line up for the next five years was revealed. Investors have been looking for signs or signals in terms of what's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership. Against an evolving backdrop of signature policies like common prosperity and dual circulation, China is seeing weak external demand creating challenges for manufacturers. Moreover, monetary policy is diverging between China and the rest of the world, not to mention Covid-related restrictions where domestic consumers are changing their spending patterns as the rest of Asia eyes China's reopening. In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Morgan Lau, Fixed Income Portfolio Manager, and Monica Li, Director of Research, Equities. With additional contributions from Victoria Mio, Head of Equity Research, Asia Pacific, and Ben Li, Analyst & Portfolio Manager. Read more at fidelityinternational.comSee omnystudio.com/listener for privacy information.

Natixis Insights
Q3 2022 Update: Vaughan Nelson Small Cap Value Fund

Natixis Insights

Play Episode Listen Later Nov 8, 2022 6:51


Stephen Davis, Portfolio Manager of the Vaughan Nelson Small Cap Value Fund and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.

The Leadership to Wealth Podcast
The Cause & Effect of Inflation on Investing With Grant White

The Leadership to Wealth Podcast

Play Episode Listen Later Nov 7, 2022 43:41


Grant White is Portfolio Manager & Investment Advisor at Endeavour Wealth Management - iA Private Wealth Grant is regularly featured in The Globe and Mail, The Winnipeg Free Press, Wealth Professional Magazine, CJOB (Winnipeg's largest talk radio station) and other media outlets for his thought leadership in the Wealth Management industry.  He has been recognized as a top performing Financial Planner and Portfolio Manager by organizations including “The Carson Group” and “Wealth Professional” where he was voted the top advisor in Canada under the age of 40.  Discussion Topics

Resolve's Gestalt University
ReSolve Riffs with Mike Green on the Visible Hand, a Passive Singularity, and Pivoting to Optimism

Resolve's Gestalt University

Play Episode Listen Later Nov 7, 2022 132:48


We have been eagerly waiting for this one for a while! Our friend Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, returned to the podcast this week. Always thought-provoking, Mike journeyed with us through a wide range of topics that included: Why the enthusiasm for central bank intervention is so asymmetric Options trading and the wild swings in Zero Days to Expiration Options (0DTE) Statistical anomalies in the labor market The primary drivers of inflation in the 1970s A comparison between Volcker and Powell Monetary policy as a blunt tool and powerful opioid – numbing investors and delaying reforms Tax arbitrage by big corporations and why they must end A path to political moderation in the US Why tighter monetary policy may be the wrong policy right now A criticism of the Fed – authority, legitimacy, and reach Reasons for underinvestment in US energy production Why the capital allocation process in the US economy is largely broken An update on the recent dynamics of passive investment vehicles Home ownership, nimbyism, and affordability The importance of the Minsky Framework for the current environment “If you're not doing macro, macro is doing you” And much more This is “ReSolve's Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.   *ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.

This Week in Intelligent Investing
The Capacity to Suffer, How It Applies in Practice, and the Case of Meta

This Week in Intelligent Investing

Play Episode Listen Later Nov 6, 2022 40:32


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the Tom Russo-championed concept of "the capacity to suffer", how to apply it in practice, and to what extent it can be used to think about the recent woes at Meta Platforms. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Life Science Success
Chris Garabedian - CEO Xontogeny and Portfolio Manager PXV Fund

Life Science Success

Play Episode Listen Later Nov 5, 2022 10:48


I sat down with Chris Garabedian the CEO of Xontogeny a virtual incubator in Life Sciences and we discussed how Xontogeny helps companies grow and leverage their experience in Life Sciences.

Deconstructing Alpha - Unscripted Interviews with Time-Tested Investment Managers
EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy

Deconstructing Alpha - Unscripted Interviews with Time-Tested Investment Managers

Play Episode Listen Later Nov 4, 2022 48:29 Transcription Available


Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy.  Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been able to interview such an icon of international investing.We deconstruct the importance of security selection, the opportunities before us, the inefficiencies, and risk aspects of small stock investing.  After listening to this, you might be left pondering, who would index this space?Buckle up, ear bud up, or grab the dog and go for a walk.  What a rare treat this interview is.

The Real Investment Show Podcast
The Fed Really Doesn't Know What It's Doing (11/3/22)

The Real Investment Show Podcast

Play Episode Listen Later Nov 3, 2022 47:49


(11/3/22) After an initial surge following Wednesday's Fed Meeting, markets took a dive with Fed Chairman Powell's hawkish remarks that inflation has not yet abated, and more rate hikes are to come. The result was The Most Volatile 90-Minutes in Market History; there was nothing good in Powell's comments, and with lots of cash held by managers that needs to be put to work before year's end, tumultuous times are to come. Twitter is set to fire half of its employees on Friday, a consequence of going private and needing to become profitable quickly. Mattress Mack places another bet on the Houston Astros winning the World Series. Jerome Powell holds the line until something breaks, and then he'll "fix" it with the same tools as last time. Looking for new Godzilla movie; Rents is a driver of inflation; Powell has gotten it wrong every time, with CPI and PCE favored metrics; Powell is missing the turn in the data. Remember, the Fed doesn't know what it's doing. Markets are re-calibrating post-rate hike; where are Dollar, VIX, and Bonds going? Numbers to watch: Jobless Claims: How accurate will they be? SEG-1: The Most-Volatile 90-Minutes in Market History SEG-2: Mattress Mac's Astros Bet; Powell Holds the Line SEG-3: New Godzilla Movie; The Fed Doesn't Know What It's Doing SEG-4: Markets Are Re-calibrating: Be Cautious of the Numbers Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: -------- Our Latest "Three Minutes on Markets & Money: "Powell: It's Okay If the Fed Breaks Something" is here: https://www.youtube.com/watch?v=rDsASyehyyw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show is here: "Stock Buybacks Don't Really Benefit Investors" https://www.youtube.com/watch?v=1UAEaCOFMvA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As “Sugar Rush” Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #InterestRateHike #Inflation #VolatilityIndex #MattressMac #HoustonAstros #WorldSeries #Twitter #ElonMusk #Godzilla #TopGun #Markets #Money #Investing

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterMichael Kao is CIO and Portfolio Manager of the Kao Family Office and is well-known for coining ‘the Dollar Wrecking Ball', a metaphor to describe Dollar hegemony.Having traded commodities at J.Aron and Goldman in the early 90s, Michael's worldview embraces the significance of Oil. And subsequent experiences at Canyon Partners, a credit-oriented hedge fund, as well as the launch of his own investment firm, Akanthos Capital Management, leave Michael uniquely placed to provide a truly holistic view of what moves markets.While the US Dollar has appreciated enormously against a basket of international currencies, from Pound Sterling to the Japanese Yen, I ask Michael if the Dollar is too strong for its own good, and if so, how long could this historic Dollar strength last? Enjoy!Check out Michael's discussion on Demetri Kofinas's Hidden Forces: https://hiddenforces.io/podcasts/dollar-milkshake-wrecking-ball-brent-johnson-michael-kao/Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

The Investors First Podcast
David Berns & Mike Taylor, Simplify: Finance for a Cure

The Investors First Podcast

Play Episode Listen Later Nov 3, 2022 57:57


Our guests today are David Berns & Mike Taylor. David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused on creating hedge fund and structured product strategies in a liquid, transparent, tax-efficient and low cost vehicle (ETF's). David has a PhD in Physics from MIT in the field of Quantum Computation. Mike Taylor is Portfolio Manager for the health care strategy at Simplify, which is one of the most unique strategies in the investment management industry, with all net profits donated to the Susan G. Komen Foundation. He has spent the last two decades managing hedge fund strategies at funds including Millennium, Citadel and Diamondback Capital. Mike holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business. In today's episode, we discuss how Simplify was created and how the idea for their health care strategy came together. We then discuss Mike's hedge fund career, how managing a long only health care ETF differs from hedge fund investing and much more. We recorded this episode in October for breast cancer awareness month and we wanted to highlight the great work Simplify is doing with Susan G. Komen, using finance as a cause for good. This is the first 100% pro bono ETF, with all net profits donated for the benefit of Susan G. Komen Foundation. Our hosts today are Steve Curley, CFA, past President of CFA Society Orlando and co-founder of the Investors First Podcast, and Javier Perez, CFA, also a past President of CFA Society Orlando & Director at Skyview Investment Advisors. Follow us on Twitter and LinkedIn.

Lance Roberts' Real Investment Hour
The Fed Really Doesn't Know What It's Doing (11/3/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 3, 2022 47:48


(11/3/22) After an initial surge following Wednesday's Fed Meeting, markets took a dive with Fed Chairman Powell's hawkish remarks that inflation has not yet abated, and more rate hikes are to come. The result was The Most Volatile 90-Minutes in Market History; there was nothing good in Powell's comments, and with lots of cash held by managers that needs to be put to work before year's end, tumultuous times are to come. Twitter is set to fire half of its employees on Friday, a consequence of going private and needing to become profitable quickly. Mattress Mack places another bet on the Houston Astros winning the World Series. Jerome Powell holds the line until something breaks, and then he'll "fix" it with the same tools as last time. Looking for new Godzilla movie; Rents is a driver of inflation; Powell has gotten it wrong every time, with CPI and PCE favored metrics; Powell is missing the turn in the data. Remember, the Fed doesn't know what it's doing. Markets are re-calibrating post-rate hike; where are Dollar, VIX, and Bonds going? Numbers to watch: Jobless Claims: How accurate will they be? SEG-1: The Most-Volatile 90-Minutes in Market History SEG-2: Mattress Mac's Astros Bet; Powell Holds the Line SEG-3: New Godzilla Movie; The Fed Doesn't Know What It's Doing SEG-4: Markets Are Re-calibrating: Be Cautious of the Numbers Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: -------- Our Latest "Three Minutes on Markets & Money: "Powell: It's Okay If the Fed Breaks Something" is here: https://www.youtube.com/watch?v=rDsASyehyyw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show is here: "Stock Buybacks Don't Really Benefit Investors" https://www.youtube.com/watch?v=1UAEaCOFMvA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As “Sugar Rush” Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #InterestRateHike #Inflation #VolatilityIndex #MattressMac #HoustonAstros #WorldSeries #Twitter #ElonMusk #Godzilla #TopGun #Markets #Money #Investing

Mo' Money Podcast
343 Managing Money and Grief as a Widow - Richard Dri, CFP and Vice President of Dri Financial Group

Mo' Money Podcast

Play Episode Listen Later Nov 2, 2022 49:20


Today I'm diving into an important topic that I've never explored before on the More Money Podcast — widowhood. When my guest, Richard Dri, lost his wife Mary in early 2020, it not only changed his life but his financial advisory business too. Richard has since switched gears to focus on helping clients navigate their finances through their grief. This episode is an incredibly important reminder to not leave estate planning until it's too late. Richard Dri is a Certified Financial Planner with close to 30 years of experience and is currently the Portfolio Manager and Vice President of Dri Financial Group. Since the loss of his wife, Richard has been on a mission to help others navigate the financial ups and downs of widowhood, which also inspired him to launch his Widowhood and Money Podcast. In this episode, Richard shares his own experience with widowhood as well as his advice for people experiencing this major life-altering event. We also get into the financial side of death, by which Richard shares the importance of cash flow, understanding asset allocations and fees, and why you should avoid emotional decision-making. For full episode show notes visit: https://jessicamoorhouse.com/343

On The Brink with Castle Island
Jeff Park (Bitwise) on Active Management in Crypto (EP.367)

On The Brink with Castle Island

Play Episode Listen Later Nov 1, 2022 36:53


Jeff Park, an active Portfolio Manager at Bitwise joins the show. In this episode we discuss: The state of active crypto asset management. How Bitwise approaches the active management opportunity. The taxonomy of strategies that Jeff observes in the market. Perspectives on MEV and other crypto specific opportunities. The institutional LP landscape for active management vs. passive. To learn more about Bitwise visit bitwiseinvestments.com and see their announcement of new active strategies.

Mission: DeFi
DeFi Lunch (Ep 227) - Oct. 31, 2022 - @hansolar21 parking $100k / Bitcoin accelerator / Decentralized Uber protocol / $DOGE again / @vfat_io portfolio manager /

Mission: DeFi

Play Episode Listen Later Oct 31, 2022 46:05


Asset management firm Stone Ridge launches Bitcoin-focused accelerator program | TechCrunch - https://techcrunch.com/2022/10/26/asset-management-firm-stone-ridge-launches-bitcoin-focused-accelerator-program/?guccounter=1 Twitter puts Craig Wright in his place - https://nitter.it/pic/orig/enc/bWVkaWEvRmdTTHJhRVhvQUVua3UtLmpwZw== 14 years since the Bitcoin white paper: Why it matters - https://cointelegraph.com/news/14-years-since-the-bitcoin-white-paper-why-it-matters a "Double Housing Crash". Where there's a simultaneous collapse in Buyer AND Renter Demand - https://twitter.com/nickgerli1/status/1585974076002029570?s=20&t=p0fb-h80FA5ryawAbgvAUw Aim : find a safe stable yield farm to park $100k - https://twitter.com/hansolar21/status/1585880202902896640?s=20&t=Vq-o5pd1E3MafkLsX5ejrQ Teleport Creators Raise $9M to Build Decentralized Uber Rival on Solana - Decrypt - https://decrypt.co/112957/teleport-creators-raise-9m-build-decentralized-uber-rival-solana?amp=1 Why Dogecoin Price Exploded 80% Today - The 'Elon Musk Effect' Again? - https://bitcoinist.com/why-dogecoin-price-exploded-80-today/ General Motors suspends ads on Twitter following Musk takeover | The Hill - https://thehill.com/policy/technology/3710824-general-motors-suspends-ads-on-twitter-following-musk-takeover/ vfat.io - Portfolio Manager - https://vfat.io/ Argo Blockchain is at risk of closing if it fails further financing - https://cointelegraph.com/news/argo-blockchain-is-at-risk-of-closing-if-it-fails-further-financing Joe Cawley and Brad Nickel cover the DeFi news of the day, new opportunities in the space including liquidity pools, yield farming, staking, and much more. This is not financial advice. Nothing said on the show should be considered financial advice. This is just the opinions of Brad Nickel, Joe Cawley, and our guests. None of us are financial advisors. Trading, participating, yield farming, liquidity pools, and all of DeFi and crypto is high risk and dangerous. If you decide to participate, do your own research. Never count on the research of others. We don't know what we are talking about and you can lose all your money. Never invest more than you can afford to lose, because you probably will lose it all. --- Support this podcast: https://anchor.fm/missiondefi/support

Smarter Markets
Winter is Coming Episode 9 | Greg Sharenow, Managing Director and Portfolio Manager for Commodities and Real Assets, PIMCO

Smarter Markets

Play Episode Listen Later Oct 29, 2022 39:36


This week, we welcome Greg Sharenow into the SmarterMarkets™ studio. Greg is the Managing Director and Portfolio Manager for Commodities and Real Assets at PIMCO. SmarterMarkets™ host David Greely sits down with Greg to discuss the European energy crisis, commodity markets, inflation, and what it all means for investors.

Value Hive Podcast
Scott Willis: Commodity Investing 101

Value Hive Podcast

Play Episode Listen Later Oct 28, 2022 54:25


Please enjoy my podcast with Scott Willis, Portfolio Manager of the Grizzle ETF ($GRZZ). We covered everything that an investor needs to know about investing in energy companies, whether it is the most common mistakes done while valuing energy stock, where are we in the energy cycle, why ESG is a briefcase full of money for energy stocks, Russia and OPEC and what is the Cost Curve Explainer. [0:00] Most common mistakes done while valuing energy stocks? [8:00] Where are we on the energy cycle? [14:00] ESG = Briefcase Full of Money [18:00] Russia and OPEC [26:00] The Cost Curve Explainer [34:00] Plateau, Recovering, Expansion [41:00] Scott Willis Energy Watchlist [48:00] What is the Grizzle ETF (GRZZ)? [49:00] More from Scott and Closing Questions If you enjoyed this episode, follow Scott on Twitter (here) and check out his Grizzle ETF here. Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Tegus Tegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://anchor.fm/valuehive/support

Bloomberg Businessweek
Meta Plummets as Investors Ignore Plea for ‘Patience'

Bloomberg Businessweek

Play Episode Listen Later Oct 27, 2022 30:56 Very Popular


Bloomberg News Big Tech Team Leader Sarah Frier reports on Meta shares plummeting on Thursday as Chief Executive Officer Mark Zuckerberg's plea for ‘patience' from investors falls flat. Dr. Tamar Mendelson, Director for the Center for Adolescent Health at the Johns Hopkins Bloomberg School of Public Health, talks about seeing an increase in mental health problems for children and adolescents. Andy Marsh, CEO of Plug Power, discusses the company's green hydrogen ecosystem strategy and build out. And we Drive to the Close with Brian Frank, Portfolio Manager at Frank Capital Partners. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

The Wolf Of All Streets
Regulators And Legislators Attack Crypto | What It Means For The Market Moving Forward

The Wolf Of All Streets

Play Episode Listen Later Oct 27, 2022 27:25


My special guests today are Charlie Shrem, the host of UntoldStories.com crypto podcast, Charles Jansen, the Head of DeFi Transformation at S&P Global, and David Nage, Portfolio Manager at Arca. Charlie Shrem: https://twitter.com/CharlieShrem Charles Jansen: https://www.linkedin.com/in/chajansen David Nage https://twitter.com/DavidNage ►► JOIN THE FREE WOLF DEN NEWSLETTER https://www.getrevue.co/profile/TheWolfDen  GET UP TO A $8,000 BONUS IN USDT AND TRADE ALL SPOT PAIRS ON BITGET FOR ZERO FEES! ►► https://thewolfofallstreets.info/bitget   Follow Scott Melker: Twitter: https://twitter.com/scottmelker  Facebook: https://www.facebook.com/wolfofallstreets   Web: https://www.thewolfofallstreets.io  Spotify: https://spoti.fi/30N5FDe  Apple podcast: https://apple.co/3FASB2c  #Bitcoin #Crypto #Trading The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, The Supply Chain, And California

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 25, 2022 32:02


Damian Sassower, Chief Emerging Markets Credit Strategist with Bloomberg Intelligence, joins to discuss China and Xi Jinping. Robert Stimpson, CIO and Portfolio Manager at Oak Associate Funds, joins the show to talk about his sector picks and outlook for the equity market in 2022.  Gene Seroka, CEO at the Port of LA, joins us for an extended discussion on the supply chain and outlook for the economy and consumers.  Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss California's economic growth. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Capital Allocators
Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)

Capital Allocators

Play Episode Listen Later Oct 20, 2022 34:05


On today's Manager Meeting, Tim McCusker interviews Jack Sommers. Tim is the CIO at NEPC and a past guest on Capital Allocators. He oversees investment research and strategy for the $1.5 trillion consultant. Jack is the co-founder and Executive Chair at Income Research and Management, a $90B core fixed income investment firm. He was instrumental in developing IR+M's disciplined bottom-up investment approach and served as a Portfolio Manager for 20 years. Their conversation covers the early days of IR+M, when Jack and his father faced the challenges of establishing an investment management business, growth of the business over time, evolving landscape for active fixed income investing, and importance of culture. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

The Meb Faber Show
Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)

The Meb Faber Show

Play Episode Listen Later Oct 17, 2022 13:26


Today's episode features Christine Wang reading her piece, “Room To Run” with US Small-Cap Value Stocks? Christine is a Portfolio Manager for Bridgeway Capital Management. The Best Investment Writing series features top research pieces that we've shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls.  With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest's choice. Today's sponsor dollars are being donated to Compudopt on behalf of Christine Wang. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!