Podcasts about portfolio managers

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

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

A new year brings new market dynamics and fresh insight for municipal investors looking to stay ahead in 2026.In this episode, host Eric Kazatsky is joined by Mike Denlinger, Managing Director and Portfolio Manager at MacKay Municipal Managers, to walk through the team's Top Five Insights for 2026. From the resilience of essential service revenue bonds to the dispersion emerging in high yield, Mike shares what themes and strategies matter most in the current environment.They break down curve positioning, taxable muni opportunities, and how active flexibility can uncover value where passive strategies fall short. If you're positioning muni portfolios for the year ahead, this conversation is packed with data-backed takeaways.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: 8563817 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Nancy and Ryder talk about developing and maintaining emergency funds. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Lead-Lag Live, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how investors should approach fixed income and equity income strategies for 2026 as markets adapt to a changing interest rate environment.From Federal Reserve rate cuts and inflation trends to credit spreads, preferreds, and equity sector rotation, Hatfield explains why income investors may need to rethink traditional allocations—and where the most compelling risk-adjusted opportunities may emerge in the next market cycle.In this episode:– How Fed rate cuts could reshape fixed income returns– Why high-yield bonds and preferreds may outperform investment grade– Equity income opportunities beyond mega-cap tech– Small caps, sector rotation, and valuation discipline– How to position income portfolios for 2026 and beyondLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#FixedIncome #EquityIncome #Investing2026 #InterestRates #MarketOutlook #IncomeInvesting #WealthManagement #PortfolioStrategyStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Interview recorded - 8th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Jeff Park. Jeffs serves as Chief Investment Officer at ProCap Financial.During our conversation we spoke about the current outlook of the markets, shifting monetary policy, impacting markets, end to markets cyclicality and more. I hope you enjoy!0:00 - Introduction1:01 - Current outlook of the markets2:35 - Shifting monetary policy12:01 - Impacting markets?16:32 - End to markets cyclicality?21:09 - Ideological investing24:11 - Any assets to outperform?29:47 - One message to takeawayJeffrey (Jeff) Park is a portfolio manager and Bitcoin-focused investor known for bridging traditional credit and hedge fund strategies with the emerging digital asset class. He serves as Chief Investment Officer at ProCap BTC, where he leads investment research and portfolio construction dedicated to Bitcoin and adjacent infrastructure. Previously, he was Head of Alpha Strategies & Portfolio Manager at Bitwise Asset Management, and earlier held roles at Corbin Capital Partners, the Harvard Management Company, and Morgan Stanley.Across traditional and crypto markets, Park has managed mandates spanning opportunistic credit, multi-strategy hedge fund solutions, and digital asset investments. His recent work concentrates on institutional-grade approaches to Bitcoin exposure—combining macro, market microstructure, and risk management with an emphasis on liquidity, custody, and operational controls.Jeff Park - X - https://x.com/dgt10011Substack - https://t.co/nPu4vrn9M8WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

In this essential Alternative Allocations podcast episode, Tony and guests dissect the 2026 outlook, offering crucial insights for financial advisors navigating commercial real estate, private equity secondaries, and private credit. Discover the macro themes shaping these dynamic sectors, from new cycles in real estate to the growing need for liquidity in private equity. Tune in to equip yourself with the knowledge to identify opportunities in the evolving private markets landscape. *********** Anant Kumar is a managing director and head of research with Benefit Street Partners, based in our West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar worked in the capital markets advisory group at Lazard Frères and the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India. Taylor Robinson is a Partner of Lexington Partners, primarily focused on sourcing, negotiating, and executing secondary transactions. Taylor joined Lexington Partners in 2008 from JPMorgan, where he was in investment banking and leveraged finance. Aside from his investment focus and other Firm responsibilities, he is a member of Lexington's ESG steering committee and Franklin Templeton's global Stewardship & Sustainability Council. ​​Jeb Belford, equity owner and Managing Director, is the Chief Investment Officer of Clarion Partners. He is chairman of the Firm's Investment Committee, and a member of the Executive Board​. From 2013-2021, Jeb was the lead Portfolio Manager of the Firm's open-end core fund, with overall responsibility for fund management and portfolio strategy. From 2005-2012, Jeb was the Portfolio Manager for the Firm's value-add investment platform. Prior to becoming a portfolio manager, Jeb was a senior member of the Firm's Acquisitions Group, completing investments across a broad range of strategies. His background includes all key aspects of portfolio management, including acquisitions, financing and sales totaling over $20 billion in all property types and risk strategies, in markets across the U.S., Brazil and Mexico. Jeb joined Clarion Partners in 1995 and began working in the real estate industry in 1984.​​ ​************ Resources: 2026 Private Market Outlook Executive Summary Anant Kumar | LinkedIn Taylor Robinson | LinkedIn Rick Schaupp | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Nancy and Ryder talk about what factors go in to determining credit scores. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

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

116 MinutesPG-13Ron Dodson is Principal Owner & Portfolio Manager of a Texas hedge fund.Firas Modad is a Middle East and geopolitical risk analyst and host on The Lotus Eaters.Firas and Ron joined Pete for a look back at 2025.Firas' SubstackThe Lotus EatersFiras on TwitterRon at the American ReformerRon's SubstackRon on TwitterThe Rule of the IncarnateThe Goon SquadLand's End - Christopher CaldwellPete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's SubstackPete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.

The US accused China of engaging in unfair trade practices in the semiconductor sector, but is declining to impose additional tariffs on chip imports until at least mid-2027. The Office of the US Trade Representative on Tuesday released the findings of a nearly yearlong inquiry into China's chip sector that was launched in the final weeks of the former President Joe Biden's administration, with the expectation the matter would be resolved under President Donald Trump. In the intervening months, Trump struck a truce with Chinese President Xi Jinping to end a trade war that rattled global markets. For more on the relationship in regards to US-China in the technology space, we spoke to Tiffany Hsiao, Portfolio Manager at Matthews International Capital Management. Plus - the US economy expanded in the third quarter at the fastest pace in two years, bolstered by resilient consumer and business spending and calmer trade policies. Inflation-adjusted gross domestic product, which measures the value of goods and services produced in the US, increased at a 4.3% annualized pace, a Bureau of Economic Analysis report showed Tuesday. That was higher than all but one forecast in a Bloomberg survey and followed 3.8% growth in the prior period. We heard from Chris Kampitsis, Managing Partner, Barnum Financial Group.See omnystudio.com/listener for privacy information.

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

Navigating Macro Uncertainty, Thematics, and Standout Performers In this episode, Laura Baker, Associate Client Portfolio Manager, is joined by Amar Pandya, Portfolio Manager, and Ruben Gomez Garcia, Equity Analyst, to break down the major themes, trends, and standout moments from Q3 2025 across Pender's small/mid cap portfolios. The team discusses resilience in the face of macro uncertainty, key thematics driving performance, and highlights several companies that delivered exceptional results.

Dan Dupont, Portfolio Manager, gives his perspectives on today's markets, including where he's finding value-oriented investing opportunities. Also, he provides a positioning update on Fidelity Canadian Large Cap Fund and Fidelity Global Value Long/Short Fund. Recorded on December 17, 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.   --   Le gestionnaire de portefeuille Daniel Dupont fait le point sur la situation des marchés, y compris les occasions de placement axées sur la valeur, et s'exprime sur la structure des Fonds Fidelity Grande Capitalisation Canada et Valeur mondiale à positions longues/courtes. Date : 17 decembre 2025 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts.   In this episode, CJ and Ying Yi debate the rising dominance of the state over markets, arguing that Australia's declining productivity, capital flight, and ballooning public debt reflect political choices rather than bad luck. They explore why mobile talent and capital are leaving for more competitive jurisdictions, how activist government is eroding incentives to work and innovate, and why history suggests only crisis—not consensus—forces meaningful reform. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.  

My guest today is Dylan Marrello, Founder and Portfolio Manager at Marrello Capital. In this episode, we take a deep dive into D-BOX Technologies (TSX: DBO), a haptic technology company that's been discussed quite a bit recently.  The movie theater industry has been through a dramatic reset over the past few years — from streaming pressure and COVID shutdowns to consolidation, higher ticket prices, and a renewed focus on premium, in-theater experiences that audiences simply can't replicate at home. As the industry recovers, exhibitors and studios alike are leaning into technologies that enhance engagement, drive higher ticket spend, and improve theater economics. We discuss D-BOX's shift to a high-margin theatrical royalty model, the impact of new management, strong insider alignment, and how premium experiential formats are reshaping the future of moviegoing. For more information about Marrello Capital, please visit: https://ragingbullinvestments.substack.com/ You can Follow Dylan Marrello on Twitter/X @RagingBullCap: https://x.com/ragingbullcap We just announced our full slate of investor conferences for 2026, all in partnership with MicroCapClub. Our next major event is Planet MicroCap: LAS VEGAS, happening June 16–18, 2026, at the Bellagio. Registration is now open for that. And, later in the year, we'll be heading back to Toronto, October 27-29, 2026 at the Arcadian Loft. The mission is to bring the best microcap investors and companies together to gather, connect, and grow. This includes your participation. We know you are putting your 2026 investor conference calendars together, and we'd like to humbly invite you to join us for one or both of them. Please visit www.planetmicrocapshowcase.com for more information. See you in Vegas and Toronto! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

What does it really take to make the leap from analyst to portfolio manager at one of the world's largest asset managers? In this episode, we sit down with Ji Young Park, Senior Portfolio Manager at Amundi, to explore her two-decade journey in the investment world. Ji shares what the role of a PM truly entails, from navigating decision-making under uncertainty to balancing technical expertise with interpersonal communication. We discuss how to know when you're ready to make the transition from analyst to portfolio manager, and why tracking your investment ideas early in your career can be a powerful tool for growth. Ji also offers candid reflections and advice for aspiring female leaders and underrepresented professionals in finance, making this a must-listen for anyone aiming to break into or grow within the asset management industry.(00:00) Intro(00:54) What a Portfolio Manager really does(03:47) Getting comfortable with being wrong(09:18) The analyst-to-PM path(15:38) Managing stress & work-life balance(19:15) DEI in finance today(24:57) Breaking into asset management(28:42) Mentor-mentee relationships that work

Welcome to Teeth & Titanium, Episode 61, “Board Prep with Dr. Andrew Jenzer” This episode features: Current Events-    Wendall's family has grown and he needs our opinions on a variety of topics Fan Mail-    Rapid response from a shoutout.-    Update from our Australian dental assistant Guest-    Dr. Andrew Jenzer on Oral and Maxillofacial Surgery Board Preparation Resident reminder            - One thing you wish more people understood about preparing for the OMFS boards Journal Club-   Managing Patients on Blood Thinners-   Bridging Medicine and Dentistry: The University of Alabama at Birmingham OMS Reverse-Track Residency Program—A Path Forward in a Changing Residency Recruitment World Your personal Finance Drill from PWL Capital, “Low Cost Index Investing”-    Brady Plunkett Senior Wealth Advisor, Portfolio Manager, CFP®, CIM® Recommendations-    The perfect movie you can't refuse and others Be sure to subscribe so you never miss an episode! Apple / Spotify / Google / Online links Thanks to the CAOMS and PWL for their continued support of this podcast. https://www.caoms.com.  PWL Capital; https://pwlcapital.com/ If you would like to contact us, be a guest, or would like to submit a topic for Resident Reminder or Journal club, please email us at: teethandtitaniumOMFS@gmail.com Hosted by Dr. Wendall Mascarenhas & Dr. Oscar DalmaoProduced by Dr. Brad W. Ray Articles/Books cited in this episode: Dr. Jenzer Email Address; andrew.Jenzer@gmail.com Aghaloo T. Managing Patients on Blood Thinners. J Oral Maxillofac Surg. 2025 Dec;83(12):1437-1438. Patel K, Weber TM Jr, Powell KK, Kinard BE. Bridging Medicine and Dentistry: The University of Alabama at Birmingham OMS Reverse-Track Residency Program-A Path Forward in a Changing Residency Recruitment World. J Oral Maxillofac Surg. 2025 Dec;83(12):1439-1441. Blue Book; Oral Board Review for Oral and Maxillofacial Surgery: A Study Guide for the Oral Boards

Welcome to the Financial Secrets Revealed podcast, continuing our collaborative series with Allan Gray Australia! In this episode, Amanda sits down with Dr. Suhas Nayak, a seasoned Portfolio Manager at Allan Gray Australia. Dr. Nayak, who manages approximately 35% of the Allan Grey Australia Equity Fund, provides an insightful exploration into the firm's commitment to contrarian investing and how this philosophy drives the performance and risk management of the Equity Fund. Listen as Dr. Nayak details how focusing on price and challenging market sentiment leads to significant investment opportunities.Support the show

In this episode, Michael Kapler, Portfolio Manager on Mackenzie's Multi-Asset Strategies Team discusses how modern data, computing power, and disciplined modelling have transformed systematic investing—and what that means for constructing stronger income solutions. He walks through how high-dividend ETFs using covered calls and leverage generate diversified cash flows while balancing risk, transparency, and downside protection.  This episode was recorded on December 8, 2025. 

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

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

R. Patrick Kent, Portfolio Manager, Hedgeye Asset Management and Co-Founder/President Biophysical Economics Institute. He talks polarization of society, future of AI, how energy is the economy's fuel, data centers, the Fourth Turning, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!    Watch Show Rumble- https://rumble.com/v735jqa-energy-is-the-economys-fuel-r.-patrick-kent.html YouTube- https://youtu.be/ouRS_swcF6A   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow R. Patrick Kent X- https://x.com/RPKent?s=20 Website- https://www.hedgeyeam.com/   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/

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

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 318 to break down his viral three-part series on America's real poverty line, revealing why families making $100,000-$140,000 are trapped in what he calls the "valley of death" - where government benefits are withdrawn before cash earnings can replace them. He explains how childcare costs, benefit cliffs, and tax code changes since the 1950s have made the American Dream nearly impossible for young families, why economists reacted so negatively to his work, and how the official poverty line ($31,200) is completely disconnected from reality. Green also discusses the implications for markets, predicting a 1929-style crash from passive investing flows, and shares what gives him hope: human potential and the power of free people over slaves.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:Follow Mike on X: https://twitter.com/profplum99Read Mike's Substack: https://www.yesigiveafig.com/Visit Simplify: https://www.simplify.us/Timestamps00:00 Intro and welcome Mike Green01:00 Genesis of the viral poverty line series and why the American Dream is breaking down05:25 The Valley of Death and the benefit cliffs 06:21 The working poor 07:50 Childcare 09:10 $100,000 used to mean something different12:10 The precarity line13:10 How we got here: tax code changes and the gaslighting about taxes and the 1%16:30 What's the solution?18:01 Implications of fixing the problem21:40 Why economists reacted so viscerally24:18 Sentiment analysis 26:35 Revealing what academics have been missing28:34 The affordability crisis vs inflation debate31:35 We need a different framework for poverty32:47 Where this is headed if nothing changes34:45 Political implications 39:09 What Mike plans to do about it40:35 Markets and passive investing momentum46:41 Wrap up and where to find Mike Green

In der diesjährigen Weihnachtsfolge habe ich Achim Teske aus Hamburg zu Gast. Achim hat viele Jahre ein als Portfolio-Manager im Investmentbanking in London und Singapur gearbeitet. 2017 hat er sich als Honorarberater selbstständig gemacht und setzt bei seinen Mandanten auf prognosefreien Vermögensaufbau. ​Wir sprechen in dieser Folge darüber, warum Achim den Wandel vom aktiven Management zur prognosefreien, breit gestreuten Geldanlage vollzogen hat, wie er als Finanzplaner individuelle Leitbilder für vermögende Mandanten erstellt und worauf er bei ETFs, Value-Aktien, Hochzinsanleihen und Immobilien setzt – inklusive Risiken bei US-Bewertungen, Inflation und Krisen.​Außerdem beleuchten wir Themen wie die richtige Portfolio-Konstruktion für langfristigen Vermögenserhalt, den Umgang mit Emotionen im Investieren, Gold und Krypto als Beiwerk sowie persönliche Einsichten zu Glück, Familie und finanzieller Freiheit.Weiterführende LinksZur Webseite von Achim TeskeZum lesenswerten Blog von AchimZum LinkedIn-Account von AchimZum Buch "Über die Kunst Geld bewusst einzusetzen" von Morgan Housel*Präsentiert von NordVPNDiese Folge wird präsentiert von NordVPN. Mit dem Bedrohungsschutz Pro bist du vor Cyber-Bedrohungen, infizierten Dateien, Werbung und Trackern geschützt. Zusätzlich schützt NordVPN deine Online-Aktivitäten, ermöglicht sicheres Surfen im öffentlichen WLAN und den Zugriff auf Lieblingsinhalte unterwegs.Teste NordVPN jetzt mit Rabatt auf den 2-Jahresplan und erhalte 4 Bonusmonate dazu – exklusiv für Finanzrocker-Hörer. Dank 30-Tage-Geld-zurück-Garantie gehst du dabei kein Risiko ein!Hier geht es zum speziellen Angebot.Weitere interessante Interviews„50 % der zukünftigen Rente müssen privat erspart werden“ – Interview mit Honorarberater Dr. Rolf Schulte„Es gibt viele Konstellationen, wo Menschen an ihrem Geld scheitern oder darunter leiden“ – Interview mit Dr. Nikolaus BraunÜber Lebenszyklen, Entsparen im Alter und die Risiken – Interview mit Prof. Dr. Philipp Schreiber Hosted on Acast. See acast.com/privacy for more information.

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we share tips of keeping your personal finances in order as the year comes to an end. Also, Nancy and Ryder answer a few investment questions. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Noelle “Elle” Sisco, Managing Director, Portfolio Manager, and Lead Portfolio Strategist at First Eagle Napier Park, to discuss where structured credit can offer real value for insurance investors and where caution is warranted. Elle shares her background across public and private credit markets and explains how First Eagle Napier Park approaches alternative credit within a multi-strategy investment framework.   The conversation explores how insurers can evaluate structured credit through disciplined underwriting, with a focus on collateral analysis, liquidity management, and active portfolio positioning. Elle also addresses late-cycle dynamics, elevated idiosyncratic risk, emerging collateral types, and the importance of separating true underwriting skill from beta-driven returns when constructing resilient insurance portfolios.

Greg Borenstein, Portfolio Manager of Ellington Credit Company, ticker: EARN, joins The CLO Investor podcast to discuss EARN's conversion from a morgage REIT, the backdrop for CLO equity and mezzanine, and why CLO equity captive funds are negative for the CLO market.

This is an excerpt from the 7th Annual Gabelli Columbia Business School Healthcare Symposium, held on November 14th, 2025. Moderator -- Daniel Barasa, Portfolio Manager at Gabelli Asset Management;HealthEquity – Brad Bennion, EVP Strategy and Corporate Development; WEX – Chris Byrd, SVP, Health and Benefits; Aetna – Jill Dailey, VP, Head of Commercial Product ; Oscar Health – Jesse Horowitz, Chief Product Officer;To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Markets found new footing in the second half of 2025, as technicals improved, long duration rallied, and investor sentiment turned more constructive. But what does that mean as we look toward 2026?In this episode, host Chris Roberti welcomes back Matt Hage, Portfolio Manager at MacKay Municipal Managers, joining from the firm's Los Angeles trading desk. They unpack the factors behind muni performance this year, including curve dynamics, the impact of steady inflows, and why the long end of the curve remains well bid. Matt also shares why political noise isn't moving markets much, what's really changed in the credit landscape, and where he sees opportunity heading into 2026, especially in the housing sector. There's a lot to take away here, especially if you're navigating muni allocation decisions as we head into the new year. Listen in to get Matt's latest insights straight from the desk.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: 8633803.1 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve reduced its key interest rate by a quarter-point for the third time in a row but signaled that it may leave rates unchanged in the coming months. The dollar had its worst day in nearly three months after Federal Reserve Chair Jerome Powell highlighted labor market risks and downplayed inflation concerns. For more on what this means for the emerging markets debt space, we heard from Jeff Grills, head of US cross markets and emerging markets debt at Aegon Asset Management. Plus- Asian equities echoed gains on Wall Street after the Federal Reserve cut interest rates and Chair Jerome Powell voiced optimism that the US economy will strengthen as the inflationary impact from tariffs fades away. For her outlook on the Fed's decision and the overall market outlook, we heard from Christina Woon, Portfolio Manager at Eastspring Investments. She spoke to Bloomberg's David Ingles and Annabelle Droulers.See omnystudio.com/listener for privacy information.

The crypto sector has celebrated a lot of policy wins in 2025, but price wise, it has arguably been a year to forget. In this episode of Unchained, Bitwise Head of Research Ryan Rasmussen and Arca Portfolio Manager David Nage join host Laura Shin to discuss the disappointing crypto markets and why their outlook on 2026 is more positive. They also explained why Vanguard's crypto pivot is a huge deal, questioned whether Bitcoin could ever be unseated by privacy coins, and discussed why they don't see the bubble in the DAT market hurting crypto. Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.  Thank you to our sponsor, Figure! Unlock your crypto's potential today at Figure!  Guests: Ryan Rasmussen, Head of Research at Bitwise David Nage, Portfolio Manager at Arca Previous appearance on Unchained: The LayerZero-Wormhole Contest Shows How to Value a Crypto Business Links: Unchained: Bitcoin Resets Above $90,000, but Can Bulls Keep the Momentum? Bits + Bips: Vanguard's Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners Bits + Bips: Why the Markets Now Have a Bullish Setup Franklin Templeton Rolls Out First Tokenized Fund in Hong Kong Why Every Company Will Have a Stablecoin — and Why One L2 Isn't Enough Grayscale Files to List Zcash ETF What Ethereum Will Look Like When It Implements Its New Privacy Focus Other relevant links: Bank of America Broadens Access to Crypto Funds SEC's Paul Atkins touts 'tokenization' as key to modernizing US markets Larry Fink and Rob Goldstein on how tokenization could transform finance My Highest-Conviction Bet in Crypto Stablecoin payments on Stripe cost 1.5% of the transaction amount. Credit card fees are as high as 3.5%. Less than half of the cost! Bitcoin's “Facebook Moment”  Timestamps:

To break down what the requirements are for banks around cash transactions, John Maytham speaks to Kokkie Kooyman, Director and Portfolio Manager at Denker Capital, to explain what these rules mean in practice for businesses that still pay salaries in cash and for workers who rely on cash pay-outs. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we visit with Jane Alexander, President and CEO of the Community Foundation for Mississippi to talk about the role of the community foundation in charitable giving. Also, Ryder answers a listener question about Social Security. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast Hosted on Acast. See acast.com/privacy for more information.

If you're enjoying the content, please like, subscribe, and comment! Dave's Links:Instagram: https://www.instagram.com/vamostoros/Website: https://www.newparadigmcapitalmanagement.com/homeDavid B. Mastran is a Founding Partner, Principal, and the President of New Paradigm Capital Management, LLC and the Founder, Chief Strategist, and Portfolio Manager of New Paradigm Fund.Mr. Mastran developed a passion for the markets when he first began trading at the age of eleven and has been trading equities full-time since 1993. In 1997, he founded New Paradigm Fund with $1.3 million in assets and grew it to $50 million and 19 investors by 2000. Mr. Mastran was the sole portfolio manager of the Fund from January 1997 through August 2003. He is proud to have successfully guided the Fund through the market crash of 2008, delivering on his mandate to preserve investor's capital. Mr. Mastran graduated from the University of North Carolina at Greensboro in 1993. He currently lives in Northern Virginia with his wife. He enjoys playing and coaching soccer and skiing.______________________Follow us!@worldxppodcast Instagram - https://bit.ly/3eoBwyr@worldxppodcast Twitter - https://bit.ly/2Oa7BzmSpotify - http://spoti.fi/3sZAUTGYouTube - http://bit.ly/3rxDvUL#hedgefund #stockmarket #stocks #optionstrading #shorts #financialfreedom #finance #trading #stock #bond #addictionrecovery #happy #happiness #explore #explorepage #podcastshow #longformpodcast #longformpodcast #podcasts #podcaster #explore #podcast #newshow #worldxppodcast

Re-engineering Tokenization continues this week with Christopher Jensen, Portfolio Manager & Director of Digital Asset Research at Franklin Templeton. SmarterMarkets™ host David Greely sits down with Christopher to discuss his experience tokenizing money market shares with their BENJI token – and the challenges and opportunities that he sees for both the builders and the investors in tokenization for real-world and digitally native assets.

My guest on the show today is Jason Kirsch, Portfolio Manager at Rosen Partnership and co-architect of the firm's Active Value Strategy — a concentrated, long-only, private-owner-style approach to investing in micro-cap companies across Canada, the U.S., and Europe. In this episode, Jason walks us through Rosen Partnership's philosophy of thinking like private owners in the public markets: buying capital-light, high-ROIC compounders at meaningful discounts to intrinsic value; partnering with aligned management teams; and using “constructivism” — a collaborative, non-activist engagement style — to help unlock long-term value. We dig deep into how Jason builds a true knowledge edge: talking not just to management, but to former executives, board members, competitors, suppliers — anyone who can broaden the mosaic and create an informational gap most investors simply aren't willing to develop. Jason also shares lessons learned from catalysts that didn't play out, how misaligned incentives can turn a bargain into a value trap, and why understanding your own psychology is just as important as understanding any business. For more information about Rosen Partnership, please visit: https://www.rosenpartnership.com/ We just announced our full slate of investor conferences for 2026, all in partnership with MicroCapClub. Our next major event is Planet MicroCap: LAS VEGAS, happening June 16–18, 2026, at the Bellagio. Registration is now open for that. And, later in the year, we'll be heading back to Toronto, October 27-29, 2026 at the Arcadian Loft. The mission is to bring the best microcap investors and companies together to gather, connect, and grow. This includes your participation. We know you are putting your 2026 investor conference calendars together, and we'd like to humbly invite you to join us for one or both of them. Please visit www.planetmicrocapshowcase.com for more information. See you in Vegas and Toronto! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft  

We're now in the final trading month of 2025, and New Year's Eve will be here before we know it. So let's get a preview of what could be ahead for stocks in 2026 with Jim Welsh, Macro Strategist and Portfolio Manager at 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.

Money Talks is hosted by Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we visit with tax attorneys Seth Little and Dustin Jeffords. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the fixed income aspects of their volatility strategy. Earlier in his career, David built and ran Asian and Global EM trading businesses for RBS (ABN AMRO Group), Bankers Trust, and Bank of America. He currently sits on the Monetary Authority of Singapore Markets Committee (SFEMC). 

My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he's built an investment philosophy rooted in the classics — Peter Lynch, Joel Greenblatt, Warren Buffett — and adapted with a modern, high-conviction approach. His north star: “Buy Phil Fisher–like businesses at Graham-like prices.” Kenny walks us through the four categories that define his framework: misunderstood Buffett-like compounders, deep Graham-style value plays, capital-cycle opportunities, and turnarounds. We discuss how he launched Korwell Capital straight out of college, and how investing his own convictions — not academic theory — drives his process. We dig into two examples that bring this to life. First, Advance Auto Parts, where Kenny saw a rare combination of capital-cycle tailwinds, industry consolidation, and a fixable integration problem — creating a classic turnaround at a very cheap price. Second, Trubar, which received a takeover bid on the day of our interview. Kenny breaks down why he viewed the company as a niche brand with a durable moat, why the sale undervalues its long-term potential, and the critical lesson he's taking away: understand management incentives before you invest. We wrap with Kenny's advice for aspiring managers — especially the importance of writing publicly, testing your theses, and building a network through the quality of your ideas. We talked about a number of companies in today's episode, Kenny is a shareholder of Advance Auto Parts and Trubar, and I am not a shareholder in any of the names mentioned. For more information about Kenny Chan and Korwell Capital, please visit: https://korwellcapital.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

AI used to feel like a “someday” technology. Now it's a power tool founders can use this weekend to build real products, validate ideas, and even qualify leads while they sleep. In this episode, I'm joined by Cooper Simson of Martell Ventures to talk about the real front lines of AI: shutting down a profitable AI startup, spotting bad ideas in a hype cycle, and using AI to build, sell, and iterate faster—without getting lost in the noise.Topics we cover:When AI actually “caught fire” and why development is becoming commoditizedHow Cooper turned grant writing into an AI startup (and why he shut it down even though it was working)Practical signals it might be time to wind down your product or pivotThe difference between product validation and true product–market fitWhat Martell Ventures looks for in founders (domain expertise + speed of action)Common AI founder mistakes: copycat products, no defensibility, and one-and-done toolsWhy so many founders struggle with sales (and how to sell problems, not features)How to use AI to 10x your output: system prompts, voice-to-text tools, and AI lead qualifiersA simple 2-step playbook to go from idea → customer conversations → weekend MVPCooper's own “just get started” moment building a Shopify sales-tax tool for his fiancée's businessChapters:0:00 – Introduction1:30 – Cooper's first AI startup: grant-writing software in the “GPT 1.0” days 5:30 – Knowing when to shut down a ‘working' business (government risk, sunk cost, AI catching up)10:10 – Rapid Fire Q1: The Post-It note he'd give the next generation (“Just go sell”) 11:35 – Rapid Fire Q2: Mantra when things get hard (glass-half-full & keep the sail up) 12:30 – Rapid Fire Q3: Priorities when everything feels urgent (Eisenhower Matrix in real life) 14:15 – Rapid Fire Q4: Staying motivated when the wins are slow to come 16:10 – Rapid Fire Q5: Cooper's next Just Get Started moment (Shopify sales-tax tool for his fiancée)20:45 – What makes an AI idea worth building vs “because we can build it” 24:00 – Common founder mistakes: copycat AI, no defensibility, one-time-use tools & ignoring churn 29:15 – Why founders struggle with sales (and how to sell the problem, not the product) 33:30 – Practical AI for founders: voice tools, system prompts, AI callers & weekend MVPs 39:07 – Two concrete steps to go from idea → conversations → AI-built productFind Cooper Online:Website: https://www.danmartell.com/ventures/ LinkedIn: https://www.linkedin.com/in/cooper-simson-896957b1/ Instagram: https://www.instagram.com/cooper.simson/Find your host, Brian, online:Web: https://brianondrako.comLinkedIn: https://www.linkedin.com/in/brianondrako/If you're an early-stage B2B Founder, learn to “un-suck” at sales, one newsletter at a time:

Matthew Sigel is the Portfolio Manager of the VanEck Onchain Economy ETF ($NODE), one of the most forward-thinking institutional products in the crypto ecosystem. In this episode, we break down how major institutions are evaluating Bitcoin — from market structure and sentiment to what's driving recent price action. Matthew shares the three indicators he uses to gauge Bitcoin's direction, how he thinks about buying during volatility, and what he's watching in crypto-linked public equities. We also dig into the broader digital-asset landscape — from smart-contract platforms to stablecoins and where he sees the strongest long-term opportunities.======================Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy's Golden Visa with one strategy. Claim your free strategy call at https://www.bitizenship.com/pomp.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Timestamps: 0:00 – Intro2:06 – How institutions are thinking about bitcoin right now6:10 – How to evaluate metrics in real time and key bitcoin price levels10:33 – Crypto-linked equities and why $NODE outperformed17:08 – What reverses the bitcoin miner downturn?23:41 – Evaluating companies holding bitcoin on balance sheet34:46 – Matthew's outlook on altcoins and bitcoin dominance39:43 – Inside $NODE: structure, allocation, and strategy

Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical environment. Recorded on 25.11.05

Welcome back to the Alpha Exchange. In today's episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team at Allspring Global Investments. Her career spans the extremes of market volatility—from learning options trading during the GFC to now overseeing option-based strategies across a $600 billion platform. The conversation centers on how her team uses a GARCH-like modeling framework as part of a systematic approach to forecast future realized volatility. From this, signals emerge as to which options are over or underpriced.Megan explains how the democratization of options has reshaped implementation. While call overwriting may appear simple, doing it efficiently at scale requires advanced technology, rule-based construction, and close attention to liquidity across both U.S. and global underlyings. She outlines how index-option overlays can deliver income, preserve stock-specific alpha from the underlying equities, and manage beta more deliberately—an especially relevant point as today's markets continue to show wide dispersion between single-stock moves and index-level volatility.As client demand shifts with the market cycle, Megan highlights growing interest in income-oriented solutions, alongside renewed attention on hedging amid concerns around rates, AI-driven valuations, and geopolitical risk. She also underscores the rising importance of customization—whether for tax management, factor tilts, or exposure constraints.Megan closes with insights on mentorship, learning, and the value of embracing every stage of a career.I hope you enjoy this episode of the Alpha Exchange, my conversation with Megan Miller.

Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets. Mark has 20 years of experience in equity investing and almost 9 years in commodity trading, working at top-tier hedge funds and mutual funds with some legendary value investors.Mark's experience prior to founding MAC Alpha Capital Management:Co-Portfolio Manager, First Eagle Investment Management, 2014 to 2019 | International Small Cap Value strategy.Portfolio Manager and Analyst, PIMCO, 2010 to 2014 | Global generalist managing a diversified quantitative U.S. equity fund.Partner and Portfolio Manager, Omega Advisors, 2005 to 2010 | Global industrials, capital goods, and commodities/energy sectors.Analyst, Pequot Capital Management, 2002 to 2004 Portfolio Manager, JP Morgan, 1992 to 2000 | Fixed income, commodities, and foreign exchange asset classes, co-managing a $50 billion notional value portfolio investing in both European and exotic options and managing a $10 billion portfolio focused on long-dated gold and silver.Adjunct Professor of Finance and Economics, Columbia Business School, 2004 to 2025| Applied Value InvestingEducation and Credentials:MBA - Columbia Business School 2002 | Bachelor of Science - Massachusetts Institute of Technology 1991. Former US Army officer Former Vice Chairman of Harlem success academy HSA #2 (a charter school) |Co-author of Value Investing: From Graham to Buffett and Beyond  – Second Edition.Sponsorship InformationThank you to ⁠⁠⁠Fiscal.ai⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠Fiscal.ai⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠Fiscal.ai⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠Fiscal.ai⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

Richard McGirr interviews Ryan Floyd, a portfolio manager at Barca Capital, about why thoughtful, authentic investor relations is one of the most overlooked levers for raising and retaining capital. Ryan explains how most IR decks fail by avoiding honest discussion of what isn't working, over-summarizing numbers in text, and underusing long-term, segment-level data that actually helps investors make decisions. He shares why investors crave more history, more segmentation, and better-designed charts in the spirit of Edward Tufte, rather than generic bullet points and boilerplate language. Richard and Ryan then connect these ideas back to private real estate and funds, showing how storytelling, regular calls, and transparent reporting build deeper investor trust and dramatically increase repeat investments. Ryan FloydCurrent role: Portfolio Manager, Barca Capital Based in: Greater Boston, MassachusettsSay hi to them at: https://www.barcacapital.com/ | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

108 MinutesPG-13Ron Dodson is Principal Owner & Portfolio Manager of a Texas hedge fund.Firas Modad is a Middle East and geopolitical risk analyst and host on The Lotus Eaters.Firas and Ron joined Pete for a discussion about geopolitical matters that turned into a discussion of Christian civilization and how it should run.Firas' SubstackThe Lotus EatersFiras on TwitterRon at the American ReformerRon's SubstackRon on TwitterThe Rule of the IncarnateThe Goon SquadLand's End - Christopher CaldwellPete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's SubstackPete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Rahul Sharma, Portfolio Manager at Schafer Cullen Capital Management to discuss: China, the falling dollar, why emerging markets are outperforming and the firm's dividend-focused strategy. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Schafer Cullen Capital Management Disclosures: Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits. Market conditions can vary widely over time. Investing in equity securities is speculative and involves risk. Investing in foreign securities involves greater volatility and political, economic and currency risks and differences in accounting methods. Cullen Capital Management, LLC. (CCM) is an independent investment advisor registered under the Investment Advisers Act of 1940 and is doing business as Schafer Cullen Capital Management, Inc. (SCCM). The Cullen Funds Trust (CFT), SCCM and CCM are affiliates. This information should not be used as the primary basis for any investment decision, nor should it be considered as advice to meet your particular investment needs.  All opinions expressed constitute Cullen Capital Management's judgment as of the date of this report and are subject to change without notice. Learn more about your ad choices. Visit megaphone.fm/adchoices