Podcasts about portfolio managers

In Lessons in Project Management from The Elder Scrolls V: Skyrim, I share how the choices made in the virtual fantasy world of Skyrim parallel the strategic decisions Portfolio Managers and leaders must make when planning, resourcing, and executing projects within their organizations' portfolios.Episode focus areas:Effective resource allocation and prioritizationEffective stakeholder managementEffective risk managementEffective progress tracking and benefit realizationGodpseed y'all,Kevin

Our old friend Mark Jewell joins us to talk about selling in the lighting industry—especially as rebates begin to dry up. A lot of people are worried about what the end of rebate programs will mean for project sales. Mark says we shouldn't be. Michael and Greg aren't so sure. In this episode, Mark talks us down off the “rebate ledge” with some sensible math. Rebates are great, but they're not the only reason to upgrade. With real-world examples, he explains how energy savings, increased building value, and improved worker performance—think efficiency, accuracy, and morale—can still make a strong business case for retrofits. And if you manage a mall, you'll want to hear Mark's take on why it TOTALLY makes sense to upgrade your parking lot lighting—rebates or not.Mark is an award-winning trainer and Wall Street Journal best-selling author with 30 years' experience in energy and efficiency. Over those three decades, Mark Jewell has taught more than 15,000 energy professionals and influenced efficiency decisions in more than three billion square feet of North American real estate. Earlier in his career, Mark helped the US EPA deploy both the ENERGY STAR® Buildings Program for Commercial Real Estate and the Portfolio Manager® benchmarking tool.Prior to founding Selling Energy, Mark Jewell served as founder and President of a consulting firm that identified energy-saving improvements, provided financial analyses to justify said improvements, and supported utilities and customers in the creation and implementation of efficiency programs. Mark received his B.S. in Economics from The Wharton School of Finance and Commerce at the University of Pennsylvania.

For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group.Here are some of the names Adam and Nick cover in today's episode:Temple & Webster (TPW)Mesoblast (MSB)Australian Finance Group (AFG)Iperionx (IPX)Genesis Minerals (GMD)DroneShield (DRO)Auckland International Airport (AIA)Nuix (NXL)Generational Development Group (GDG)Macquarie Technology Group (MAQ)And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.In their most recent episode they spoke about Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

Mark is a member of the GenTrust investment team and is responsible for sourcing, due diligence, and selection of alternative investment strategies, including hedge funds, private equity, opportunistic, and non-traditional strategies. Mark is also part of our Client Advisory team, focusing on ultra-high-net-worth clients and families. Before joining GenTrust, Mark spent 12 years as a Partner and Senior Managing Director, Portfolio Manager, for EJF Capital LLC, an alternative asset manager in Arlington, Virginia. At EJF, Mark was responsible for a wide array of cross asset class investments, specializing in the management of EJF's high yield and event-driven fixed income investments. Mark managed investments and teams across multiple funds and strategies, including EJF's Tactical Opportunities Strategy, which focused on equities, corporates, structured products, options, and esoteric. Mark was also a founding member of the EJF Real Estate Investment Committee, where he assisted in raising and deploying equity in commercial real estate development projects. Before EJF, he worked at Fannie Mae as a mortgage-backed securities trader and financial analyst, where his role included trading mortgage-backed securities and pricing complex legacy portfolios. Mark holds a B.S. in Economics and an MBA from the Smith School of Business at the University of Maryland. Links: Mark on LinkedIn - https://www.linkedin.com/in/mark-neely-6568269/ GenTrust - https://gentrustwm.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:35) - Mark's background and career (00:03:52) - Alternatives and Privates at GenTrust (00:05:53) - Mark's role at GenTrust (00:09:00) - Themes and trends for Alternatives in client portfolios (00:12:30) - Defining Liquid Alts (00:17:17) - What do you look for when underwriting new managers? (00:19:09) - Track record attribution (00:22:04) - How it works to get in touch with Mark (00:25:42) - Operational due diligence processes (00:28:20) - What do you expect from managers? (00:35:19) - Navigating educational challenges for matching opportunities to client portfolios (00:37:31) - Perception vs. reality for advisors (00:39:18) - Roles of alternatives in portfolios (00:42:02) - GenTrust as an RIA vs. the competition (00:44:17) - What are you hearing from peers in the RIA space about diversification? (00:49:59) - Themes to look for over the next 18 months (00:51:24) - Resources for GenTrust

87 MinutesPG-13Ron Dodson is Principal Owner & Portfolio Manager of a Texas hedge fund.Ron and Pete talk about the most recent Trump administration news on tariffs and bringing industry back to America.Firas Modad on the Peter McCormack ShowRon at the American ReformerRon's SubstackRon on TwitterPete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's SubstackPete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.

In this episode of AWM Insights, the focus is on the unexpected impacts and implications of the newly imposed tariffs in global trade. Hosted by AWM's Chief Investment Officer and Partner, Justin Dyer, and Portfolio Manager, Mena Hanna, we dissect the nature of tariffs and their immediate reaction in the financial markets. The conversation pivots around how tariffs are escalating tensions with trading partners, leading to a potential trade war. The episode also provides valuable insights on maintaining investment discipline amidst market volatility and strategies for long-term financial success.Key HighlightsDefinition and fundamental understanding of tariffs and their role in global trade.The negative market reactions following the announcement of new US tariffs.Discussions on the potential onset of a trade war due to retaliatory tariffs from other countries.Insights into the importance of preparation and portfolio diversification during economic uncertainty.Strategies for leveraging market downturns, such as tax loss harvesting and portfolio rebalancing.The relationship between risk and reward in investment strategies, emphasizing disciplined approaches.

What does it take to succeed in quant finance? Anthony Cheung sits down with Nitish Maini, Chief Strategy Officer at WorldQuant, to discuss his journey from consulting to quant trading, the biggest misconceptions about the industry, and why creativity and strategic thinking are just as important as coding skills. They also explore how WorldQuant is reshaping global talent pipelines through initiatives like the WorldQuant BRAIN platform and the International Quant Championship, opening doors for aspiring quants worldwide.If you're interested in quant finance, or just curious to learn more, this episode is for you!Enter the International Quant Championship qr.wqbrain.com/bfqLYvLearn2Quant YouTube series by WorldQuant https://shorturl.at/BR2v6*****(00:00) Introduction to Quantitative Finance and Nitish's Background(08:45) The Difference Between Quant Researcher and Portfolio Manager(19:07) The Evolution of Quantitative Finance(20:55) Demystifying Quant Finance (24:05) WorldQuant: A Unique Approach to Quant Finance(26:06) WorldQuant Brain: Crowdsourcing Alpha Signals(30:01) Learn to Quant: Educational Initiatives(32:16) International Quant Championship: A Global Competition*****(WorldQuant defines alphas as mathematical models that seek to predict the future price movements of various financial instruments) Hosted on Acast. See acast.com/privacy for more information.

This podcast episode features the second panel session of the day at our Artemis ILS NYC 2025 conference, which was held on February 7th in New York City. ILS NYC 2025 was Artemis' eighth catastrophe bond and insurance-linked securities (ILS) conference held in-person in New York and saw more than 425 registered attendees enjoying insightful debates from our expert speakers, as well as valuable networking opportunities throughout the day. Attendees from across the globe assembled to hear thought-provoking insights from insurance-linked securities (ILS) market leaders, all under the theme of "Capturing opportunities (established & new)." Our next episode from the ILS NYC 2025 conference features the second panel discussion of the day, which was focused on the expansion of parametric risk transfer investment opportunities in the insurance-linked securities (ILS) market. The panel discussion was moderated by Martin Malinow, CEO, Parameter Climate. He was joined by: Sandra DeSilva, President & CEO, Mythen Re Ltd.; Tanguy Touffut, CEO, Descartes Underwriting; Urs Ramseier, Executive Chairman & CIO, Twelve Capital; and Sandeep Ramachandran, Portfolio Manager, Pier61 Partners. Panellists discussed the evolution of the parametric insurance, reinsurance and risk transfer market, speaking about the history of this segment and its maturity into a parametric ILS opportunity for investors. Speakers also explored what it is that makes parametric risk transfer an investable asset class in its own right, how this can be an attractive portfolio complement for ILS investors and where they expect to see growth in the use of third-party investor capital to support parametric insurance and reinsurance market growth. Listen to the full podcast episode of this parametric ILS focused panel discussion at ILS NYC 2025, for unique insights into developments in the parametric risk transfer market and how these present attractive investment opportunities and an area where the ILS market can expand its scope.

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 define what a recession is and talk about when being frugal might not add up to saving money. Hosted on Acast. See acast.com/privacy for more information.

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more! Learn more at: https://www.cullenfunds.com/ 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://www.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Every man takes the limits of his own field of vision for the limits of the world." - Arthur SchopenhauerContinuing our series on investing on The Culture Matters Podcast, 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.  During this conversation, these three gents are discussing Jordan's philosophies around investing, his journey from studying engineering and economics to the world of high-level investing, and some of the things he and his colleagues look at when making their investments.  We're bringing you another true masterclass in the world of high finance on this episode of The Culture Matters Podcast.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.

On today's episode, Clay is joined by Arif Karim to discuss Netflix and Ferrari. Arif has studied both businesses for many years as a co-Portfolio Manager at Ensemble Capital and knows these companies as well as about anybody. Arif has been in the investment industry for over 25 years, and is currently working on transitioning to his new venture in the industry. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:31 - What is Netflix's moat, and what makes it a great business? 10:45 - How Arif managed the share price volatility of Netflix in recent years. 21:34 - The growth initiatives Netflix pursued in light of the slowdown in subscriber growth. 42:02 - Why Ferrari is a business with win-win relationships similar to Costco. 01:09:04 - How Arif thinks about Ferrari's and Netflix's valuation. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Connect with Arif on LinkedIn. Follow Clay on LinkedIn & X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found DeleteMe Fundrise CFI Education Vanta Shopify Onramp TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

President Trump has now implemented his sweeping tariff policies, and they're weighing heavily on financial markets. Jim Welsh, Macro Strategist and Portfolio Manager for MacroTides.com in San Diego, joins Andy Giersher on the Gains podcast to discuss what this means for consumers, investors, and U.S. companies. 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.

In this episode of Higher Exchanges, we're diving deep into the latest cannabis investment trends, exploring key shifts in credit markets, pricing strategies, and hemp sentiment with Colin Ferrian, Portfolio Manager at Poseidon. Topics Covered:

A 3i Member since 2022, Adam H. Schwartz is a Partner and Portfolio Manager at First Manhattan, where he has worked since 2001. Adam played a pivotal role in launching the FM First China Funds in 2009—First Manhattan's China-focused investment vehicles—and regularly travels to China to collaborate on research, portfolio management, and due diligence. He holds a BA in Economics and International Relations from Brown University and an MBA from Columbia University Graduate School of Business. First Manhattan has a deep-rooted legacy of partnership and investment alignment with Warren Buffett. Throughout his 25 years at First Manhattan, Adam has embraced and carried forward this tradition, fostering lasting relationships with Berkshire Hathaway and securing exclusive access to the Annual Shareholder Meeting on behalf of 3i members for the third consecutive year. In this episode, Adam shares:• Effective strategies for investing in China• Importance of management incentives and compensation• Long-term discipline in navigating technological disruption

International equities are leading the charge. Even with the ongoing war in Ukraine, tariff concerns, and uncertain global growth, today's guest says this is a reminder that markets don't always behave the way we expect. So if you're only focused on the US market, remember - you're missing out on 70 per cent of the world. Might this be the catalyst for change? Joining the show today to discuss what's unfolding in Europe, Japan, and beyond, is Jed Weiss, Portfolio Manager of Fidelity International Growth Fund. Recorded on March 28, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today we were delighted to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management. Michael founded Akanthos in 2002 and transitioned to focus on his family office in 2019. Michael is also the author of "Kaoboy Musings” on Substack (linked here). Previously, he was a Portfolio Manager at Canyon Capital Advisors, where he co-founded the Canyon Arbitrage Fund. Michael started his career in the commodities unit at J.Aron/Goldman Sachs and has over 30 years of experience across commodities, credit, convertible arbitrage, and distressed investing. As we approach what President Trump has coined “Liberation Day” on April 2nd, we were eager to find someone who could help us all better understand the rationale behind these developments and their implications. In recent Substack posts, Michael has shared some of his interesting theories and makes a case that what appears chaotic and unpredictable might actually be part of an audacious but coordinated plan. We were thrilled to hear Michael's latest insights on market volatility, energy dynamics, the evolving investment landscape, and why April 2nd might just be another stop on the way to (hopefully) something better. In our conversation, we first ask Michael for his view on the complexities surrounding the Trump Administration's actions and how to interpret the end goals of their policies. He shares an analogy comparing the current U.S. economic environment to navigating an asteroid field (like Han Solo's decision to fly the Millennium Falcon directly into an asteroid field when being chased by the Empire in Star Wars), highlighting several key economic challenges to manage including the current 7% non-wartime deficit, short-term debt reliance, geopolitical tensions, and the need for broader economic recalibration. We explore various ways to manage the U.S. debt including the possibility of terming out debt and reshoring manufacturing, the impact of oil prices on the broader economy, the weakening U.S. dollar, and how the Trump Administration's shift from a “carrot” to “stick” approach in policy negotiations may affect market dynamics. We discuss potential scenarios for a U.S. recession or economic slowdown, the growth of the private equity market, the increasing role of private credit in financing private equity-backed companies, and the role of the Federal Reserve in the broader economic picture. Michael provides insights on how sovereign wealth funds could help manage the U.S. national balance sheet by leveraging geographic assets, his experience in transitioning to managing his family office and focusing more on uncorrelated private investments, the potential for a black swan event, the risk of ongoing geopolitical tensions escalating, the importance of thinking outside the box, and much more. We greatly appreciate Michael joining and sharing his expertise and insights with us all. As you'll hear, we discuss some of Michael's recent posts. His piece entitled “Mental Models – Navigating The Asteroid Field With Trump 2.0” is linked here and the Kaos Theory podcast episode featuring Michael Every is linked here. Mike Bradley kicked off the show by noting that markets are in a “Calm Before the Storm” mode with investors awaiting the impact of Trump's April 2nd reciprocal tariffs. Rather than focusing on how markets might react post-reciprocal tariffs, Mike reviewed how markets performed in Q1'25 with the “Trumpatility” overhang. In bonds, the 10yr fell in Q1 by ~35bps to ~4.20%. WTI price ($71.50/bbl) ended Q1 relatively unchanged, which was a big surprise given the bearish oil sentiment that had built throu

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 The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Nancy is out of the studio, so Ryder talks about several different kinds of savings accounts and answers several listener questions. Hosted on Acast. See acast.com/privacy for more information.

This week, we explore Fasanara's approach to trading—how they identify inefficiencies, their evolving strategies, and what's next for their platform. We also break down the latest market trends, including perp funding rates, ETF flows, and COIN50 index performance.Beyond markets, we dive into macro updates, covering Tariff Liberation Day on April 2nd, weaker JOLTs numbers, and expectations for non-farm payrolls. In  tokenization developments, we discuss Visa's Tokenized Asset Platform, Mastercard's blockchain-powered payment network, and the evolving stablecoin landscape.In the onchain section, we track TVL changes across major protocols, Ethereum's DEX dominance over Solana, and Walrus Storage's mainnet launch. Finally, we highlight key upcoming catalysts, including the FTX claims process starting on May 30th and broader market implications.Topics Covered:Fasanara's Trading Strategies: How they identify market inefficiencies and their future plans.Market Update: Perp funding rates, ETF flows, and technical levels for BTC, ETH & key indices.Macro Outlook: Liberation Day impact, JOLTs data, and Non-Farm Payrolls expectations.Regulatory & Industry News: Visa's tokenization plans, Mastercard's blockchain network, and stablecoin legislation.Onchain Insights: TVL shifts, Ethereum vs. Solana DEX volumes, and Walrus Storage live on mainnet.Upcoming Catalysts: Tariff Liberation Day (April 2nd) and FTX large claims process (May 30th).Host: Ben Floyd, Head of Execution ServicesSpecial Guest:Alessandro Balata, Partner and Portfolio Manager at Fasanara DigitalSpeakers:David Duong, Head of Institutional ResearchDavid Han, Research AnalystGeorg Toropov, Senior CES Sales TraderLinks:Coinbase Derivatives, LLC now offers CFTC-regulated futures for Natural Gas and Cardano $ADACoinbase open-sources our multiparty computation (MPC) cryptography library, setting a new industry benchmark for cryptographic transparency.Greg Tusar, Coinbase Head of Institutional Product joins Capital Decanted discuss whether a pro-crypto US administration will spur increased institutional adoption in the world's largest market.Max Branzburg, head of consumer talks about how crypto has evolved on the Tear Sheet PodcastCoinbase Institutional Research

April 1, 2025 ~ David Sowerby, Managing Director and Portfolio Manager at Ancora Bloomfield Hills discusses the tariffs Donald Trump is expected to introduce tomorrow.

Investing in the market often resembles the experience of a flight: predominantly steady yet intermittently disrupted by turbulence. Investors may currently be facing similar turbulence: the optimism that marked the beginning of 2025, fueled by anticipated pro-business policies and tax cuts, has been tempered by the uncertainties introduced by tariffs. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Managing Director, Managing Director, Head of Fundamental Equity Research, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q1 roundtable chat on stocks and shocks driving the markets. For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

With tariffs expected on Australian agricultural products, could companies like AACo or Graincorp suffer on the market? MARKET WRAP: ASX200: up 1.04% to 7,925 GOLD: $3,160 US/oz BITCOIN: $133,689 AUD Every sector finished in the green, with Real Estate up by more than 2%. Homebuilder AV Jennings rose by 8.3% to 65 cents after it accepted a $365 million takeover bid from an American real estate company. Goodman gained 2.7%, Stockland rose 2.2% and Charter Hall lifted 3.7% Southern Cross Electrical Engineering sold for $53.5 million, up 9.6%. BHP gained 1.8%, Woodside rose 1.7% and QBE lifted 1.9%. Paladin Energy dropped another 5.7% to $4.82 and is now down more than 26% over the last week Tower fell by 10.4% after Bain Capital sold more than 68 million shares it held in the insurer. Sigma healthcare was more than 1% lower, with James Hardie also falling back by 3.9%. CURRENCY UPDATE: AUD/USD: 62.46 US cents AUD/GBP: 48.4 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Peter Brooke, Portfolio Manager at Old Mutual Investment Group, takes Stephen Grootes through companies’ news, local and international 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 The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

In this episode of Meet the Investor, we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelly shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this segment can offer attractive yields, conservative capital structures, and tight covenants. We unpack how Churchill leverages its deep relationships with top-tier private equity sponsors, the benefits of being a lead agent, and how they manage risk.  We also explore the differences between private and public lending markets, the growing interest in private credit from investors, and discuss potential market saturation and the impact of increased regulatory scrutiny.    Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

The current economic landscape, marked by tariffs and other policy-driven uncertainty, could be a particularly difficult one for Fed decision-makers to navigate in the next few months. We chat with Susan Schmidt, Portfolio Manager at Exchange Capital Resources, about the latest inflation data and what it means. Plus, federal worker unions are pushing back against the Trump administration’s rollback of collective bargaining rights for government employees. And, the BBC’s Sam Gruet reports on how Canadian businesses are reconsidering their partnerships with U.S. businesses amid tensions between the two countries.

The current economic landscape, marked by tariffs and other policy-driven uncertainty, could be a particularly difficult one for Fed decision-makers to navigate in the next few months. We chat with Susan Schmidt, Portfolio Manager at Exchange Capital Resources, about the latest inflation data and what it means. Plus, federal worker unions are pushing back against the Trump administration’s rollback of collective bargaining rights for government employees. And, the BBC’s Sam Gruet reports on how Canadian businesses are reconsidering their partnerships with U.S. businesses amid tensions between the two countries.

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Robert Bierig, Partner, Portfolio Manager, Harris | Oakmark3. Brian Ferguson, Senior Portfolio Manager, Newton Investment Management4. Adam Patti, CEO, VistaShares*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Eric Purington, Portfolio Manager for the aberdeen Global Income Infrastructure fund says that large-scale infrastructure investors have raised billions to pump into the big names in the sector, the smaller private-equity firms and the middle-market opportunities have struggled to bring in capital. That has created an opportunity that Purington has taken advantage of for the last few years and that he sees continuing, as the infrastructure space continues booming; middle-market opportunities grow and mature and really pay off when they become investment targets for those well-funded, big private-equity investors. Purington says this trend has persisted over the last few years, is not dependent on government issues or subject to as much political risk as other infrastructure ideas.

Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Property investing comes with plenty of questions, and after years of running a multi-million-pound property business and working with hundreds of investors, Rob & Rob have heard them all. Join us as they answer the top 10 most-asked questions...    Speak to one of our Portfolio Managers for FREE and see how we can help your property investment journey!    (0:40) News story of the week  (4:52) How do I get my deposit together?   (6:55) How do I grow my portfolio?  (8:50) How do I find the best area to invest?  (10:30) Where should I invest and what returns can I expect?   (13:50) Flats or houses—which is better for growth?  (16:35) Can I actually get a BTL mortgage?   (19:24) Why does Property Hub Invest focus on premium properties?  (21:40) Why not just find the deal myself, instead of paying you a fee?  (24:10) Do Rob & Rob and the team invest in these too?   (24:45) Can things go wrong in property?   (26:50) Hub Extra    Links mentioned:  £1.6 billion regeneration creates new UK investment hotspot  UKREiiF 2025  TPP433: House vs flats  TPP023: The beginners guide to BTL mortgages  Andrew Schulz: LIFE  Enjoy the show?  Leave us a review on Apple Podcasts - it really helps others find us!  Sign up for our free weekly newsletter, Property Pulse  Find out more about Property Hub Invest 

In the first-ever video episode of Talk Money To Me, Felicity and Candice sit down with Armina "Arms" Rosenberg, Co-Founder and Portfolio Manager of Minotaur Capital - a cutting-edge, AI-powered global equities fund backed by tech-savvy investors. With over 15 years in markets - spanning JPMorgan and elite family offices, including managing the global equities portfolio for Atlassian's Mike Cannon-Brookes - Arms shares her sharp insights on:What it's really like managing money for billionairesHow Minotaur's proprietary AI engine Taurient uncovers the world's best opportunitiesHer bold call on CD Projekt (yes, the creators of The Witcher)Her highest conviction stock pick for 2025Whether you're an investor looking for an edge or just curious to learn how AI is reshaping modern portfolio management, this episode is packed with insights you won't want to miss. Tune in now to hear how Minotaur Capital is using AI to outperform, and where Arms sees the biggest upside next.Follow and subscribe for more expert insights on markets, financial strategies, and investing!Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me 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. *****Talk Money To Me 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.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Stephen Grootes speaks to Viv Govender, Portfolio Manager at Rand Swiss and Patrick Mathidi, Head of Equities at Aluwani Capital Partners, about the effects of mergers and acquisitions on investment portfolios. 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 The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

In this episode, Phil Taller, Portfolio Manager and Lead on the Mackenzie Growth Team, discusses the impacts of rising trade barriers and tariffs, and why now may be an opportune time to consider allocating to small and mid-cap equities. He explains how US small and mid-cap companies differ from those in the Canadian market, noting that these companies are often leaders in their niches. Phil provides a detailed overview of his team's investment philosophy and selection process, which combines qualitative and quantitative analysis, focusing on sustainable growth and the uniqueness of a company's offerings. Additionally, he explores the potential positive effects of corporate tax cuts and deregulation on small and mid-cap companies, which often face greater challenges compared to their larger counterparts.    This episode was recorded on March 19, 2025. 

If there's any single word to sum up the current investment landscape, it's got to be “uncertainty.” My guest for this episode of the Biltmore View is perfect for this environment. Jon Dunsing is Sr. Managing Director, Portfolio Manager and Head of US  Fixed Income at Amundi US. Amundi is the largest asset manager in Europe and one of the 10 biggest investment managers in the world. As I've gotten to know Jon, I've found him to be particularly insightful and pointed. As uncertainty in our economy grows, so does the risk, in particular for credit and rates. In this wide-ranging conversation, we talk about the future of rates, credit spreads, home prices, auto loans, and even natural disasters and insurance. As we navigate the unpredictable, it's great to have a seasoned captain like Jon at our side.This podcast was recorded on January 31, 2025.  The respective opinions expressed are those of Mr. Dunsing 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Esther Sangiovanni (http://www.msbanktx.com) is a Portfolio Manager at Main Street Bank. She is an experienced commercial loan administrator with a demonstrated history of working in the banking industry. Esther earned her MIBA in business at Nova Southeastern University.In this episode, Chris and Esther discuss:1. Helping Latino Entrepreneurs Separate Business and Personal Finances2. The Mindset Shift Every Entrepreneur Needs for Financial Success3. Stop Mixing Personal & Business Finances4. Why Latino Entrepreneurs Must Plan for Retirement—Before It's Too LateLinkedIn: https://www.linkedin.com/in/esther-sangiovanni-b923ba21/ Website: http://www.msbanktx.com Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

When The Going Gets Tough, Keep Going. This Tech CEO Is Investing In VR & AR – Meet Lyron Bentovim CEO at The Glimpse Group - $VRARGuest:Lyron BentovimTitle: President and CEO at The Glimpse Group Ticker: $VRARWebsite:https://theglimpsegroup.com/Bio:Mr. Bentovim currently serves as The President and Chief Executive Officer of the Glimpse Group, an Immersive Technology company (NASDAQ – VRAR). Mr. Bentovim is a serial entrepreneur with 30+ years of leadership, operational and Investment experience and he has led multiple public and private technology companies. Prior To Founding The Glimpse Group, Mr. Bentovim served as Chief Operating Officer/Chief Financial Officer of Top Image Systems (NASDAQ – TISA), Chief Operating Officer/Chief Financial Officer of NIT Health and as the Chief Operating Officer and the Chief Financial Officer of Sunrise Telecom, Inc.(NASDAQ – SRTI). Earlier is his career Mr. Bentovim was a Managing Director and Portfolio Manager at Skiritai Capital LLC, an investment advisor based in San Francisco and as the President & Chief Operating Officer and co-founder of WebBrix, Inc. Additionally, Mr. Bentovim spent time with strategy consultancies USWeb/CKS, the Mitchell Madison Group and McKinsey & Company Inc. Mr. Bentovim is a director at Manhattan Bridge Capital (NASDAQ – LOAN) and has served on 9 public company boards and numerous private company boards. Mr. Bentovim also serves as the Managing Partner of DarkLight Partners, a strategic advisor to small and mid-size public and private companies. Mr. Bentovim has an MBA from Yale School of Management and a law degree from the Hebrew University.

This in‐depth live Q&A features guests Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Global, alongside host Rodrigo Gordillo, President and Portfolio Manager of ReSolve Global. In this episode, the panel unpacks the current macro market shifts and their impact on managed futures strategies, discussing topics such as policy shocks, systematic trend and carry models, volatility, and historical market precedents.Topics Discussed• Global Macro Market Dynamics and Policy Shifts affecting asset classes across Europe, the U.S., and beyond• The Cumulative Impact on Managed Futures and Systematic Strategies that span multiple asset classes• Multi-Asset Carry Strategy Fundamentals, including yield extraction and financing differentials• Trend Following Strategies under Volatile and Reversal Conditions in rapidly shifting markets• Risk Adjustments and Portfolio Rebalancing Mechanisms as systematic models react to sudden market changes• Historical Precedents: Lessons from events like the 1994 bond massacre and subsequent policy shocks• The Interplay between Policy Announcements and Systematic Strategy Performance amid geopolitical surprises• Advisory Perspectives and Long-Term Risk Management for communicating drawdowns and premiums to clients

Host Chris Roberti welcomes Portfolio Manager and Trader Sunny Gill from the MacKay Municipal Managers trading desk in Los Angeles. They discuss key themes shaping the municipal bond market in 2025, including rate volatility, increasing supply, and credit fundamentals. Sunny provides insights on how investors can identify opportunities amid shifting economic conditions and why active management remains essential in a complex market. They also break down the impact of Fed rate cuts, tax-adjusted yield comparisons, and sector positioning strategies that could benefit muni investors this year. Tune in for expert insights to help guide your municipal investment decisions.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: 7684023

Join us for an engaging live session as Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global, Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Asset Management Global, discuss recent macroeconomic events and their impact on managed future strategies, specifically trend following and multi-asset carry models. In this video, the panel analyzes key market-moving stories from the past few weeks, including European regulatory reforms, German fiscal stimulus, and international tariff battles. They also explore the recent performance and adjustments in their systematic strategies, providing valuable insights for advisors and investors navigating today's volatile market environment.

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode. We'll then email you your certificate.----------The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.We speak to Alexander about:Separating the signal from the noise is such a noisy marketAlexander's investment process: from uncovering new ideas, research to investingThe best uses of AI tools for stock researchTwo companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)----------This episode has been sponsored by Milford.If you'd like to find out more about what Milford can do for your clients, check out milfordasset.com.au.To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford' in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.Thank you to Milford for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ----------Basis Points 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.

Our guest for today's podcast is Michel Lowy, who co-founded SC Lowy in 2009. SC Lowy specializes in non-investment grade credit opportunities outside the United States, focusing on opportunistic corporate lending. SC Lowy has deployed $4.8 billion in capital and manages $1.6 billion in assets, with a presence across nine offices in Asia, the Middle East, and Europe. Michel has focused on distressed, special situations and private credit investing for his entire career spanning more than 25 years.  Before launching SC Lowy, Mr. Lowy founded Deutsche Bank's distressed and strategic investments group for Asia Pacific in 1999. Based in Singapore, New York and lastly Hong Kong, he built and led a dominant Asia-focused proprietary trading and investment team over the span of 10 years, while later adding Latin America to his mandate. Without further ado, here is our conversation with Michel Lowy.

Investors have gone sour on clean energy. In a troubled time for stock markets in general, where is the capital for energy flowing now?Host Ed Crooks is joined by Shanu Mathew, Senior VP and Portfolio Manager at Lazard Asset Management, and Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU. Shanu returns to the show to break down how institutional investors, under pressure to deliver returns, are shifting strategies on energy. Amy shares insights on cleantech venture capital trends, and the factors that support investment in low-carbon solutions. With support for renewables under threat, and cutting-edge technologies facing mounting challenges, is the transition to low-carbon energy slowing down or recalibrating? Meanwhile, Big Oil companies are changing course on their decarbonisation strategies and approaches to addressing climate change. BP and Shell are pulling back from power and renewables and emphasising oil and gas investments instead, after pressure from investors. Are they adapting to market realities, or are they abandoning clean energy too soon? And what will their strategic shift mean for the rest of the industry and for the climate? Amy discusses the close ties between oil prices and capital flows into cleantech.Finally, there's no end to the debate around AI's evolving role in energy infrastructure. Electricity demand growth remains a dominant trend. The hyperscale data centre users, such as major tech firms, have emerged as key players in power demand. But trust issues persist between them and energy providers. The sector has a history of overestimating demand growth, leading to overbuilding. Are we in danger of going through that cycle all over again?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Forget recession fears. Adam Johnson sees a massive opportunity in today's market! In this compelling conversation with Maggie Lake, Adam, Portfolio Manager at Bullseye American Ingenuity Fund, explains why recession concerns are exaggerated, why AI stocks like NVIDIA are attractively valued now, and reveals his top investment picks: including Coinbase, Delta Airlines, and surprising innovators like GE Vernova and Symbotic. Discover his bullish outlook on American exceptionalism, why he's buying tech stocks, and how to confidently navigate market volatility. Chapters: 0:44 - Market Crossroads: Stability or Slide? 2:08 - Big Economic Shift or Business as Usual? 3:35 - American Ingenuity vs. Global Rebalancing 6:21 - AI in Focus: Boom or Bubble? 9:27 - Open Source AI Dilemma: Can Moats Survive? 13:03 - From Infrastructure to Innovation: The AI Investment Playbook 16:37 - Giant or Niche: Navigating AI Investment Waters 18:54 - Agile Infrastructure: Timing the Data Center Dilemma 23:29 - Crypto's Backbone: The Coinbase Question 26:30 - Regulatory Clarity: Threat or Validation for Coinbase? 28:54 - Delta's Ingenuity: The Airline That Breaks the Mold 32:56 - Diversification in the Skies: Delta's Strategic Edge 37:27 - Fear Factor: Recession, AI Bubbles, and Global Asset Shifts 39:44 - Volatility or Opportunity: Navigating Market Fluctuations Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4idJaK0 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #Recession #AIstocks #Nvidia #Coinbase #MarketDip #BuyTheDip #MarketVolatility #USStocks #AmericanExceptionalism #AdamJohnson #Economy #BullMarket #FinancialFreedom #Crypto #StocksToWatch  ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

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, Lacey Alexander fills the host's position while Kevin is out to talk about the fundamentals of credit cards. Hosted on Acast. See acast.com/privacy for more information.

Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies."You can buy your copy of Simon's new book, "On the Hunt for Great Companies" here: https://www.amazon.com/Hunt-Great-Companies-Evaluating-Durability/dp/1394285744Chapters:[0:00] Introduction + Episode sponsor: Fintool[2:30] Why Simon decided to write the book[4:30] Authenticity of communication as an indicator of management passion / deviations from the norm[12:53] Maximizing shareholder value (pretenders vs. reality) / Founder CEOs / Project IRRs vs. buybacks[23:09] Value capture / over-earning vs. over-extraction[33:47] Industries with staying power / longer-term predictability (example of Alcohol industry) / building competitive advantages ($COST example)[44:42] Premise / value add of the book + final thoughtsToday's sponsor: FintoolFintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That's the old way of doing things before AI. With Fintool, you can ask any question and it's going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.Now- if you've tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you're an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Now a Portfolio Manager at Acadian Asset Management, Owen Lamont has had a long career in both the markets and in academic research on them. Earning a PhD in Economics from MIT in the 1990's and then teaching at the University of Chicago shortly thereafter, Owen makes the point that these two storied institutions approach empirical finance from vastly different perspectives, with the MIT approach to explaining market anomalies utilizing behavioral finance and Chicago embracing market efficiency. Our conversation is about some of Owen's current work, starting with the observation that equity correlation has been exceptionally low, owing to the manner in which large cap growth stocks are disconnected from the rest of the market. As part of this, we explore the original tech bubble of the late 1990's, contrasting it to present market leadership. Here, Owen makes the point that the original internet stock craze had dramatically more equity issuance than we see today. Owen puts equity issuance and short interest in a category of factors that have particular significance from an information content perspective, calling both firms and short-sellers smart money. We talk further about the AI trend in markets and Owen's concern that the massive corporate spend may be overdone. He points to research in the academic literature that shows that high capex firms have some history of underperformance and offers competing theories on why. He gravitates to explaining excess investment in AI from the lens of over-optimism among both investors and companies. Among the other topics we cover is Owen's take on the “min vol” factor – that is, the empirical finding that low volatility stocks outperform the market on a risk-adjusted basis. In a manner similar to the tech stock craze of the late 1990's, the underperformance of the low factor over the past 5 years owes to the incredibly strong performance of the riskiest stocks during this time frame. On a going forward basis, Owen is optimistic that low vol stocks can deliver better risk adjusted returns. I hope you enjoy this episode of the Alpha Exchange, my conversation with Owen Lamont.

On today's episode, Kyle Grieve chats with Adam Wilk about the powers of incremental improvement, what he learned as an NBA scout about finding hidden value, why making the investing process more labour intensive has led to outperformance, the hidden difficulties of identifying quality in small-cap stocks, how to utilize aspects of special situation investments to find hidden compounders, the shared qualities found in Adam's best investments, and a whole lot more! Adam Wilk is the Founder and Portfolio Manager of Greystone Capital Management, LLC, leading a concentrated small and micro-cap long-only strategy. With a background in professional sports, including roles as a scout for NBA teams like the Spurs and Rockets, Adam honed skills in talent evaluation, data analysis, and risk management. His passion for value investing began in 2013, inspired by Warren Buffett's writings, leading to a career pivot and the creation of Greystone. Adam shares his investment insights through research reports and his blog, Pound the Rock Investing.  IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:14 - How small bits of incremental progress lead to outsized returns over time. 07:51 - Key insights in finding undervalued assets that he learned from looking for undervalued talent for an NBA team. 10:00 - Why making the investing process labour-intensive creates differentiated insights. 15:48 - Why keeping costs low in a fund decreases sensitivity to market volatility. 19:58 - Why identifying quality in small caps comes with inherent difficulty compared to more discovered businesses. 20:35 - Why change in expectations is such a powerful catalyst. 31:13 - How special situations can cause underappreciation of a quality business and obscure upside. 33:55 - Insights into how to evaluate and underwrite management teams. 35:22 - Some of the biggest lessons Adam learned about management from his greatest investment mistake. 49:28 - The qualities that have shown up in Adam's biggest winners. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy The Warren Buffett Portfolio here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite SimpleMining CFI Education Unchained Hardblock Found Fintool The Bitcoin Way Shopify Vanta Onramp PrizePicks TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Paul Baiocchi, Chief ETF Strategist of SS&C ALPS Advisors and Nick Tannura, Portfolio Manager and CIO of GSI Capital Advisors to discuss an update on office real estate, how investors view REITs, the fundamental argument for investing in malls, why it makes sense to actively manage REITs, an update on flows into the real estate asset class, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   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. 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. 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. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices