Podcasts about portfolio managers

Today we had the opportunity to host Jim Bride, President of Energy Tariff Experts (ETE). We became familiar with Jim after reading his report on power generation costs and impacts on electric bills earlier this year (linked here). Jim founded ETE in 2013 to provide expert consulting, data products, and analysis related to retail electricity, natural gas, and water rates. Before founding ETE, Jim served as a Portfolio Manager at EnerNOC and earlier in his career worked as an environmental professional at Tetra Tech EMI, focused on EPA Superfund investigations and brownfield remediation. ETE helps clients navigate the complex world of energy rates by providing actionable data and insights on utility pricing structures to facilitate efficient capital deployment, reduce energy expenses, and enhance the performance of distributed energy resource management systems. We were thrilled to visit with Jim to discuss ETE's report and the power landscape more broadly. In our conversation, we begin by exploring how rising power prices, especially in the PJM market, are gaining political attention. Jim then provides a brief history of the utility sector, tracing the deregulation movement that began in the 1980s and ultimately reshaped the industry into separate components for generation, transmission, and distribution. We discuss how each of these components, along with public-policy charges like renewable mandates or green standards, contribute to PJM customers' bills. Jim describes his team's extensive effort to reconstruct 12 years of utility tariff data to understand which costs have been driving recent increases. Their findings show that while generation costs had broadly fallen for a decade due to cheap shale-driven natural gas and competitive markets, only spiking briefly during the Ukraine-related gas price surge, transmission charges have grown significantly as utilities invest heavily in new and replacement infrastructure under favorable FERC rules. In states like New Jersey and Maryland, public-policy charges tied to decarbonization mandates have also risen meaningfully. The result is that today's higher bills stem mainly from transmission spending and policy add-ons, not from generation itself, though all components interact. The discussion closes with reflections on aging grid assets, rising load from electrification and data centers, and how future planning and policy choices will shape costs going forward. It was a meaty conversation and we greatly appreciate Jim joining us. To start the show, Mike Bradley highlighted that markets over the last week can best be described as “wobbly” due to growing interest rate cut concerns, continued broader market valuation concerns, and AI/Tech equity exhaustion. On the bond market front, the 10-year bond yield has crept up recently to just over 4.1% on concerns that the Fed may not cut interest rates at their December FOMC Meeting. The odds of a December rate cut have fallen from ~75% just a few weeks ago to ~50% today. Over the last month, Bitcoin has plunged from a peak of ~$125k to ~$90k, which also implies there's a bit of a risk-off trade occurring. On the broader equity market front, the S&P 500 is down ~3% over the last week (down ~5% from recent highs) and seems to have lost its long-held trading momentum. Big6 AI/Tech stocks are down ~11% from recent all-time highs and both the S&P 500 and Big6 AI/Tech stocks are nearing technically oversold levels, which hasn't been seen since the April tariff scare. NVIDIA will report its Q3 results after the close on Wednesday, and it will be a huge test to see whether Big AI/Tech equities will continue to be the broader equity market leaders. On the oil market front, the WTI price continues to hold the $60/bbl level, with the biggest overhang continuing to be the size of the 2026 global oil supply surplus. The IEA

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.

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 the penny and answer listener questions about investing. 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.

Canada's Liberal government has tabled its 2025 budget, unveiling $141 billion in new spending over the next five years. Investments will target housing, infrastructure, and defense - alongside a dedicated $925-million artificial intelligence fund, a priority flagged by Prime Minister Carney. With this ambitious fiscal plan now on the table, what are the key messages catching the attention of today's guest? And how might this shape the Global Asset Allocation team's outlook on Canada's economy and markets? Joining this episode to unpack all this and more, including the potential implications for investors is Portfolio Manager, David Tulk. Recorded on November 11, 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.

Rohit Chopra is a Portfolio Manager and Analyst on the Emerging Markets Equity and Emerging Markets Core Equity team at Lazard Asset Management. We cover a range of topics as it relates to the emerging markets, including how the asset class has evolved over the past year, and how to navigate investing in the asset class. Host: Daniel Cassidy

"No matter what your walk of life is, you will be able to impart a lesson that is relatively universal, that people who do something totally different will likely be able to take away and apply to their day to day life." -John De Goey   David Margolin is a global marketing leader, strategist, and growth accelerator. He is currently the Chief Marketing Officer at Unilog, where he drives growth marketing, brand strategy, and business impact through Human-Augmented Composable Supply Chain Operating Systems. Previously, David served as Global CMO at Netafim, leading marketing transformation across 130 countries and implementing AI-powered strategies to boost demand generation, digital marketing, and global team performance. He has also held senior marketing leadership roles at Kramer Electronics, RADVISION/Avaya, and other global companies, building high-performing teams and delivering measurable business results. David is recognized for combining data-driven insights, storytelling, and innovation to position marketing as a core driver of business growth. Website: https://unilog.company/ LinkedIn:  https://www.linkedin.com/in/davidmargolin/ YouTube: https://www.youtube.com/@Unilog-Supply-Chain-Management   John De Goey is a portfolio manager, author, and industry thought leader dedicated to putting clients first. As a Portfolio Manager at Designed Securities, he helps families reach their financial goals while providing a high-quality, accessible investment experience. A Certified Financial Planner (CFP), Certified Investment Manager (CIM), and FP Canada FELLOW, John emphasizes education, transparency, and evidence-based strategies over market timing or risky bets. He has been twice named one of Canada's Top 50 Advisors and is the 2017 recipient of the Donald J. Johnston Award for his lifetime contributions to financial planning. In this episode, John shares his perspective on building client-focused investment strategies, the importance of professionalism in financial advising, and how families can achieve meaningful financial outcomes. Website: https://www.johndegoey.ca/ LinkedIn: https://www.linkedin.com/in/johndegoey/   In this episode, John and David explore how expertise, strategy, and innovation intersect to create meaningful impact—whether helping families reach their financial goals or driving business growth on a global scale. They share practical insights on building trust, leveraging data, and making decisions that deliver real-world results.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG)GuestJohn Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG).About John:John blends Midwestern pragmatism with global financial expertise. He grew up in his family's Iowa fertilizer business, studied economics at Northwestern and Oxford, and cut his teeth as a Chicago market maker. In 2022, he launched the AOT Growth and Innovation ETF, which has scaled from $20M to almost $100M AUM, focusing on profitable, tech-driven companies that compound growth.• Company: AOT Invest LLC• Website: http://aotetf.com/• Tickers: $AOTG, Launching $ AOTS SoonMethodologyAOT Invest selects innovative companies which seek to significantly grow their revenues and earnings. AOT also believes companies whose products or services have low marginal cost attributes will be able to achieve above average growth and profit margins in the future. AOT targets industries projected to grow significantly over the next 5 to 10 years. Within those industries, AOT seeks to invest in innovative market leaders who are growing their revenues or earnings and whose products or services could be described as having low marginal cost qualities. Marginal Cost is defined as the cost added by producing one additional unit of a product or service. By having a low marginal cost, a firm may be able to sell its product or service at a much higher price than the cost it took to produce the additional product or service, achieving a significant profit on new sales. Thorough fundamental analysis is made to weigh valuation metrics with growth of each company so that the greatest investment opportunities in AOT's opinion are selected. Thus, AOT selects innovative companies well positioned in expanding industries, that are both reasonably valued and have low marginal cost qualities. AOT expects that such companies will not only significantly increase their revenues, but that their earnings will increase at even greater rate than revenue. Over time, AOT believes this revenue and earnings growth will ultimately lead to above average share price appreciation for these companies and the AOT Growth and Innovation ETF.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  The City of Chicago is staring down a $1.15 billion deficit, $53 billion in pension debt, and a credit downgrade—yet its treasurer, Melissa Conyers-Irvin, is making headlines for boycotting U.S. Treasury purchases to protest Donald Trump's immigration policies. Overseeing a $10 billion investment portfolio with a 3.6% annual return, Conyers-Irvin's move raises eyebrows as she pushes into a Congressional run while critics question her financial acumen, past ethics investigations, and unconventional résumé. Meanwhile, Mayor Brandon Johnson floats new taxes, high-interest borrowing schemes are shot down, and Standard & Poor's is sounding alarms. This segment dives into the political theatrics, the staggering fiscal reality, and the leadership choices steering one of America's biggest cities into deeper uncertainty.

"No matter what your walk of life is, you will be able to impart a lesson that is relatively universal, that people who do something totally different will likely be able to take away and apply to their day to day life." -John De Goey   David Margolin is a global marketing leader, strategist, and growth accelerator. He is currently the Chief Marketing Officer at Unilog, where he drives growth marketing, brand strategy, and business impact through Human-Augmented Composable Supply Chain Operating Systems. Previously, David served as Global CMO at Netafim, leading marketing transformation across 130 countries and implementing AI-powered strategies to boost demand generation, digital marketing, and global team performance. He has also held senior marketing leadership roles at Kramer Electronics, RADVISION/Avaya, and other global companies, building high-performing teams and delivering measurable business results. David is recognized for combining data-driven insights, storytelling, and innovation to position marketing as a core driver of business growth. Website: https://unilog.company/ LinkedIn:  https://www.linkedin.com/in/davidmargolin/ YouTube: https://www.youtube.com/@Unilog-Supply-Chain-Management   John De Goey is a portfolio manager, author, and industry thought leader dedicated to putting clients first. As a Portfolio Manager at Designed Securities, he helps families reach their financial goals while providing a high-quality, accessible investment experience. A Certified Financial Planner (CFP), Certified Investment Manager (CIM), and FP Canada FELLOW, John emphasizes education, transparency, and evidence-based strategies over market timing or risky bets. He has been twice named one of Canada's Top 50 Advisors and is the 2017 recipient of the Donald J. Johnston Award for his lifetime contributions to financial planning. In this episode, John shares his perspective on building client-focused investment strategies, the importance of professionalism in financial advising, and how families can achieve meaningful financial outcomes. Website: https://www.johndegoey.ca/ LinkedIn: https://www.linkedin.com/in/johndegoey/   In this episode, John and David explore how expertise, strategy, and innovation intersect to create meaningful impact—whether helping families reach their financial goals or driving business growth on a global scale. They share practical insights on building trust, leveraging data, and making decisions that deliver real-world results.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Join Darren Lekkerkerker, Portfolio Manager, and Ben Holton, Portfolio Manager and Analyst, for a discussion on how Fidelity's investment management team is investing in AI, and using AI in their day-to-day. Recorded on November 5, 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.

“Berkshire se tendrá que reinventar por completo si quiere sobrevivir la era post-Buffett”. CarullaEn esta entrevista con Xavier Carulla, Portfolio Manager de Arquia Gestión, analiza las perspectivas actuales de los mercados bursátiles y toma el pulso al comportamiento de las bolsas frente a la inteligencia artificial, la economía estadounidense y los recientes movimientos corporativos.Carulla comenta la salida de Warren Buffett como CEO de Berkshire Hathaway tras 60 años al frente y la designación de Greg Abel como su sucesor. Explica cómo esta transición marca el fin de una era para uno de los conglomerados más grandes del mundo y qué retos enfrentará Abel para continuar generando valor para los accionistas, considerando el legado de Buffett y la diversificación de la compañía en sectores como seguros, energía y transporte.Se revisa además el desempeño financiero reciente de Berkshire Hathaway, incluyendo las inversiones en Apple, Alphabet y Bank of America, así como las oportunidades de adquisición futura con los 382.000 millones de dólares que mantiene en efectivo. Xavier analiza la necesidad de que Abel gane credibilidad ante los inversores y adapte la estrategia corporativa a los tiempos modernos.El experto también ofrece su visión sobre el sector bancario, destacando los sólidos resultados de los grandes bancos estadounidenses en el tercer trimestre, impulsados por la división de trading y el aumento de tipos de interés, comparando la eficiencia con la banca europea.En el ámbito tecnológico, Carulla destaca los resultados de empresas como Cisco, que superaron las expectativas del mercado gracias a productos innovadores, la adopción de Wi-Fi 7 y oportunidades de crecimiento en inteligencia artificial. Además, analiza la exposición de las carteras globales a sectores tecnológicos, bancarios y de inteligencia artificial, señalando que la mayoría de las inversiones se concentran en Estados Unidos, con presencia en Europa y China.#berkshirehathaway #warrenbuffet #buffet #economia #forex #mercados #bolsadevalores #apple #banca #trading #inversiones #entrevista #negociostv Si quieres entrar en la Academia de Negocios TV, este es el enlace:   https://www.youtube.com/channel/UCwd8Byi93KbnsYmCcKLExvQ/join Síguenos en directo ➡️ https://bit.ly/2Ts9V3pSuscríbete a nuestro canal: https://bit.ly/3jsMzp2Suscríbete a nuestro segundo canal, másnegocios: https://n9.cl/4dca4Visita Negocios TV https://bit.ly/2Ts9V3pMás vídeos de Negocios TV: https://youtube.com/@NegociosTVSíguenos en Telegram: https://t.me/negociostvSíguenos en Instagram: https://bit.ly/3oytWndTwitter: https://bit.ly/3jz6LptFacebook: https://bit.ly/3e3kIuy

Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank of Japan monetary policy to US dollar dynamics. He previously served as Managing Director and Portfolio Manager of the Macro Currency Group at Principal Global Investors, where he worked for fifteen years. Before that, he spent 17 years in the Asia-Pacific region, primarily with Bankers Trust. In this podcast, we discuss: US Embrace of Industrial Policy and Self-Sufficiency China's Supply Chain Strategy and Retaliation: Barriers to RMB Internationalisation China's Strategic Interest in Gold Enduring US Dollar Dominance Geopolitical Alpha and Experiential Learning Convergence of Allies on US Worldview Fragility and Vulnerability of Europe Financial Crisis Catalysts: Inflation and Volatility The Threat of Systemic Volatility Books mentioned: Theory of International Politics (Kenneth N. Waltz), The Black Swan (Nassim Nicholas Taleb), The Tipping Point (Malcolm Gladwell), Weaving the Net: Conditional Engagement with China (James Shinn), The Meiji Restoration (W.G. Beasley), The Anarchy: The Relentless Rise of the East India Company (William Dalrymple). You can follow Mark's work here.

Asian stocks fell after uncertainty over Federal Reserve interest-rate cuts and stretched valuations in technology shares dragged Wall Street lower. Gauges in Japan, South Korea and Australia all opened weaker, even as an index of the region was poised for its third gain in four weeks. We then take you to the Citi China Conference in Shanghai, where Citi CEO Jane Fraser spoke to Bloomberg's Stephen Engle. They discussed Citi's growing presence in China, the current state of the US economy, and her views on how to deploy AI in the financial sector. In the states, investors are bracing for a flurry of economic data now that the government shut-down is over. Stocks fell, led by a decline in tech stocks was met by concern that the Federal Reserve's plans for a December rate cut maybe in doubt. For a closer look, we spoke to Mike Green, Chief Strategist and Portfolio Manager for Simplify Asset Management.See omnystudio.com/listener for privacy information.

Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast00:00 – Opening & Guest Introductions02:32 – AI Boom vs. Power Shortage07:18 – AI Hype vs. Energy Reality11:42 – Nuclear Reality Check16:03 – Coal's Comeback18:02 – Natural Gas Outlook21:15 – Pipeline Bottlenecks & Permitting Trouble24:33 – Chevron Entering Data Center Power25:19 – Pipeline Twinning Not As Easy As It Sounds28:08 – Geopolitics Ignored by the Market33:24 – Demand: Stronger Than Narratives Suggest37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory49:52 – Commodities Rotation & Energy Lag55:11 – Propaganda & the Climate Narrative01:01:21 – Pendulum Swings & Hope for Middle Ground01:02:50 – Utility Mismanagement & Decentralization01:05:04 – Will Democrats Blame Republicans for High Power Prices?01:06:10 – Government Control, Incentives & Rate Failures01:09:59 – Tracy on Fox Business: Uranium Bottleneck01:22:35 – Closing Thoughts & Market Outlook

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

Join Mark Schmehl, Portfolio Manager, and Annie Wang, Director of Private Investments, for a discussion on AI's past, present and future, as well as investment possibilities. Recorded on November 5, 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.

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.

This week, Francis Addai talks to Rob Mansell, Portfolio Manager, about the rally in Japanese equities and how the AI theme is unfolding. How are Japanese companies adapting to the challenge from Chinese competitors and how have active managers changed their investment approach? To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

Eric Fine, Portfolio Manager, Emerging Market Debt at VanEck, joins Bilal Little to discuss how emerging markets are redefining opportunity within global fixed income. He explains how stronger fiscal discipline, independent central banks, and attractive yields are positioning EM bonds as resilient and rewarding investments. Fine shares how his international background and policy experience shape his approach to analyzing countries through markets. Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this video. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees. There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative. Investments in emerging markets bonds may be substantially more volatile, and substantially less liquid, than the bonds of governments, government agencies, and government-owned corporations located in more developed foreign markets. Emerging markets bonds can have greater custodial and operational risks, and less developed legal and accounting systems than developed markets. Gold investments are subject to the risks associated with concentrating its assets in the gold industry, which can be significantly affected by international economic, monetary and political developments. Investments in gold may decline in value due to developments specific to the gold industry. Foreign gold security investments involve risks related to adverse political and economic developments unique to a country or a region, currency fluctuations or controls, and the possibility of arbitrary action by foreign governments, or political, economic or social instability. Gold investments are subject to risks associated with investments in U.S. and non-U.S. issuers, commodities and commodity-linked derivatives, commodities and commodity-linked derivatives tax, gold-mining industry, derivatives, emerging market securities, foreign currency transactions, foreign securities, other investment companies, management, market, non-diversification, operational, regulatory, small- and medium-capitalization companies and subsidiary risks. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.

Juan Leon, Senior Investment Strategist at Bitwise Asset Management, unpacks the rapid institutional adoption of Bitcoin and Ethereum, fueled by ETFs, regulatory clarity, and the rise of tokenization. He shares key trends shaping the next phase of crypto, including the integration of traditional finance and DeFi, and how this evolution could redefine corporate treasuries and real-world asset investing. Key Takeaways How major financial institutions are embracing stablecoins and blockchain infrastructure What the surge in tokenization means for the $500T real-world asset opportunity How Ethereum treasuries could unlock new income streams for traditional investors Why the convergence of Wall Street and DeFi may be closer than ever Guest Bio: Juan Leon is the Senior Investment Strategist at Bitwise Asset Management, where over the past 4 years he has helped lead research, product strategy, fund management, and sales engagements. He is a CFA charter holder, and prior to Bitwise Juan was a Portfolio Manager of equities, fixed-income, and commodities at a global asset manager. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte  

Rising U.S. debt could elevate long-term yields while the Fed has cut short-term rates, signaling potential opportunities in credit markets for fixed income investors. Nuveen's Mark Zheng, Portfolio Manager of the Nuveen Global High Income Fund (JGH), discusses the Fund's strategy and the market outlook going into 2026. Nuveen, the investment manager of TIAA, offers a variety of investment solutions including closed-end funds. A fixed income closed-end fund, the Nuveen Global High Income Fund (JGH) seeks to deliver high current income through a diversified portfolio of global high-income securities.

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

Credit is tight, though it's fared better in 2025 than rates and equities through many crises across the globe — France, tariffs, Fed concerns and Britain's doubtful fiscal health. In this episode of the Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence's global head of credit strategy, showcases the Credit Clubs in Milan, Madrid and (upcoming) in London. He discusses these crises and ways to engage in credit with Samuel Sibony, Portfolio Manager at Algebris Investments. They cover the subordinated vs. senior debate in depth with a particular focus on AT1s and corporate hybrids, the tightness of the BBB and BB buckets vs. B value and the robustness of high yield in a rate risk environment, and defaults migrating to private credit. Credit Crunch is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify.

Commonwealth Bank shares tanked after the biggest ASX-listed company posted profits of $2.6 billion for the quarter. MARKET WRAP: ASX200: down 0.19% to 8,818 GOLD: $4,143/oz BITCOIN: $161,153 CURRENCY UPDATE: AUD/USD: 65.2 US cents AUD/GBP: 49.6 British pence AUD/EUR: 56 Euro cents AUD/JPY: 100 Yen AUD/NZD: 1.15 NZ dollars See omnystudio.com/listener for privacy information.

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

AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it's already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she's buying and selling right now.They cover: • Why Poland's CD Projekt could be gaming's next major success story • Practical tips for using AI to supercharge your own investing • Europe's role in the energy transition through Prysmian Group • The rise of “affordable joy” with China's Miniso • And the “spicy” pick of the week - Japan's Cover Corporation, home to virtual YouTubers taking over the internetFor listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis Points· Listen to the podcast (Apple | Spotify)· Watch on YouTube· Read the monthly email———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.

The record-breaking US government shutdown is nearing an end after a group of moderate Senate Democrats agreed to support a deal to reopen the government and fund some departments and agencies for the next year, people familiar with the talks said. Under the agreement, Congress would pass full-year funding for the departments of Agriculture, Veterans Affairs and Congress itself, while funding other agencies through Jan. 30. The bill would provide pay for furloughed government workers, resume withheld federal payments to states and localities and recall agency employees who were laid off during the shutdown. US stock-index futures jumped in early Asian trading. For more on the early market action in Asia, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.Plus - the US Government shutdown has delayed the release of two monthly jobs reports and may also impact the release of a key inflation snapshot, creating a data fog for the Federal Reserve. The absence of official reports on inflation and the job market will prolong the debate about whether another rate cut is needed at the Fed's December meeting, with some economists predicting that October's figures would have supported a rate cut. Fed officials will have to rely on retroactive surveys and private-sector reports to inform their decisions, with several appearances by Fed officials in the coming week, including John Williams, Raphael Bostic, Stephen Miran, and Alberto Musalem, being closely watched by investors. We speak to Chris Carey, Portfolio Manager, Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.

David Clark sits down with Jessica Farr-Jones, Portfolio Manager at Regal Partners, one of Australia's most dynamic alternative investment firms now managing over $20 billion across hedge funds, private credit, real assets, and global equities. Jessica's journey from JP Morgan's investment-banking floors in Sydney & New York to launching her own $150 million Global Small Companies Fund inside Regal is a story of precision, discipline, and conviction. She reveals how her fascination with both maths and market psychology shaped her investment approach—one that blends the rigour of quantitative analysis with the intuition of great traders. Regal evolved from a billion-dollar boutique to a global powerhouse, and why its founder, Phil King, models the firm on the philosophy of Barcelona FC—attracting the world's best talent to perpetuate excellence. Jessica unpacks: * The anatomy of a 20 % p.a. strategy and what it takes to consistently generate alpha across private and listed markets. * How Regal's long-short framework creates “two times the opportunity to make money” without increasing net risk. * Why the rotation into small-caps could be the most powerful trade of the next market cycle. * And the lessons learned from early-stage investments in names like Life360, Zip, and Iris Energy, now a billion-dollar AI and Bitcoin infrastructure play. It's a masterclass in portfolio construction, behavioural discipline, and staying nimble through cycles. Jessica's insights offer a rare look inside how elite fund managers think—and why great investors marry data with intuition.

Tesla shareholders have approved a US$1 trillion dollar compensation package for CEO Elon Musk, tying him to the electric vehicle maker for a decade. Plus, the Australian sharemarket has followed Wall Street on a downward tilt, thanks to concerns over tech stock valuations and economic uncertainty. For more, Stephanie Youssef spoke with Heath Moss, Portfolio Manager at HLM Investments.

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.

Join Jeff Malec and Brian Stutland, Portfolio Manager at Equity Armor Investments, as they dive deep into the complex world of market volatility, AI's transformative potential, and strategic investing. Drawing from his extensive trading experience, Stutland offers unique insights into the VIX, option strategies, and navigating today's dynamic market landscape. From the dot-com era to the current AI revolution, they explore how volatility can be an asset class, discuss the potential economic impacts of technological innovation, and share strategies for protecting and growing investment portfolios. Whether you're a seasoned investor or curious about option strategies and market dynamics, this episode provides a fascinating look at the intersection of technology, finance, and strategic risk management. - SEND IT!00:00-00:49= Intro00:50-14:38= AI, Valuations, and Market Froth: Navigating the New Tech Boom14:39-25:35= Harvesting Volatility: Strategies for Trading VIX Futures and Protecting Portfolios25:36-33:28= Option Premium Selling: The Hidden Risks of Wall Street's Favorite Strategy33:29-49:03=The AI Revolution: Deflationary Disruption and the Future of Technology49:04-55:13= The Ripple Effect: How Market Volatility Spreads Beyond Bonds55:14-01:04:22= From Bull Markets to Bulls: Whack-a-mole VIX spikes & Brian Stutland's Sneaky Game 6From the Episode:⁠Blog post: LJM Autopsy⁠ Blog post: ⁠The '96 Bulls: A Masterclass in Portfolio Construction Follow along with Brian on LinkedIn and Twitter/X and check out more from Equity Armor Investments on LinkedIn and their website equityarmorinvestments.comDon't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠⁠

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Elizabeth Alm, Portfolio Manager at Saturna Capital, a Washington State-based investment manager where she manages a sukuk fixed-income strategy. Elizabeth shares her outlook for sukuk fixed-income investing including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry and more. ✨ What you'll learn:

Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they both have huge implications for markets. Madhushree also shares more on AI's carbon footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors. LinkedIn · YouTube

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Green. Michael is the portfolio manager & chief strategist of Simplify. During our conversation we spoke about his outlook on the economy, the government shutdown, next FED chair, tariffs, geopolitics and more. I hope you enjoy!0:00 - Introduction1:45 - Outlook on the economy?4:35 - Government shutdown6:03 - Credit spreads increasing?8:39 - FED actions10:17 - Next FED chair?13:15 - Trump communications14:37 -Tariffs18:05 - Capital flight19:12 - Geopolitical play23:15 - Chinese missteps24:55 - Shift of the US Empire27:30 - Political institutions29:28 - Strategic investments31:55 - One message to takeaway from conversation?Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.Michael Green - Substack - https://www.yesigiveafig.com/Twitter - https://twitter.com/profplum99LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/Simplify - https://www.simplify.us/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://finance.yahoo.com/video/3-drivers-behind-mondays-market-133332442.html

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

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

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, the discussion is on when to start receiving Social Security benefits. 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.

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

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares. They discuss what asset-based finance is, its evolution in the space, and the broader market, as well as the promote giving initiative.WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter stock analysis. Code BILLIONS gets you an extended trial + 10% off.Daniel Rupp is the founder and chief investment officer of Parkway Capital based in Hong Kong, bringing nearly two decades of Asian value investing expertise developed during his 17-year tenure at a leading Asia-focused funds, Overlook Investments, where he honed his contrarian "farm approach" for identifying undervalued compounders across 11 Asian markets. He counts founder Richard Lawrence and longtime CIO James Squire as mentors and supporters.3:00 - Dan shares his unconventional background growing up in Boone, North Carolina, son of an English professor father and real estate agent mother.6:00 - The Blue Ridge Parkway origin story.9:30 - Core philosophy revealed.12:00 - April 2025 crisis moment.15:30 - Value with growth framework,21:00 - Asia's shocking statistic.24:00 - The farm approach.30:00 - Buyback obsession.36:00 - Portfolio composition.42:00 - China contrarian stance.45:00 - Dollar weakness as catalyst.54:00 - Three reasons to sell.57:00 - Marathon mindset.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Featuring Timothy M. Winter, CFA – Portfolio Manager, The Gabelli Utilities Fund, The Gabelli Utility Trust, The Gabelli Global Utility & Income Trust. Moderated by Chris Lofrese, Senior Vice President.This webinar aired live on Zoom on Thursday, October 30th at 1:00 PM ET.As the US power grid prepares for unprecedented demand driven by AI data center usage, reshoring, and electrification, the utilities sector faces impending transformation.Join Timothy M/ Winter, CFA, Portfolio Manager of Gabelli's Utilities strategy, for a discussion on the state of the US utilities market and how investors can position their portfolios for long-term opportunity amid a capital investment super-cycle. With more than three decades of sector expertise, Tim will explore the macro trends reshaping energy infrastructure, from regulated utility growth to consolidation, federal policy tailwinds, and mega-load data center development.Whether you're tracking capital allocation trends, looking for resilient income strategies, or seeking exposure to one of today's most dynamic sectors, this session offers a rate opportunity to hear from a leading voice in the industry.This timely webinar covers:- The evolving US utilities landscape in 2025 and beyond- Why electricity demand is rising at its fastest pace since the 1960s- How the Gabelli Utilities strategy is positioned to benefit from rate base expansion, rising EPS targets, and infrastructure modernization- Live Q&A with Tim Winter00:00 Tim Winter's Experience2:30 Utilities in Focus: The Capital Investment Super-Cycle24:24 Q&A35:34 Contact Us36:33 DisclaimersTo 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)

My guest on the show today is Doug Porter, Portfolio Manager and Senior Research Analysts at Acuitas Investments. Doug and his team recently published a new white paper titled, "The Case for MicroCap." For most of you listening in, you're already a diehard MicroCap-per, and we've all succumbed to the altar to the merits of hunting in inefficient markets. Having said that, I invited Doug on here to not only remind us why we are here, why we hunt for the best investment ideas in our neck of the woods, but more importantly, in my opinion, to showcase why in 2025, the case for investing in MicroCaps has merit as a place to build wealth and allocate capital. Doug breaks down the structural inefficiencies and long-term opportunity in the micro-cap equity market — a segment that remains largely ignored by big institutions, but continues to be fertile ground for alpha generation. We discuss why micro-caps have historically outperformed in 84% of rolling 30-year periods, the critical role of active management in filtering out the riskiest names, and why Doug believes we're in the early innings of a new cycle that favors smaller companies. Doug also explains how “Stable Operators” — profitable, cash-generating niche businesses — are among the most compelling yet overlooked opportunities in today's market, and why a dedicated micro-cap allocation can offer diversification, M&A upside, and even a liquid alternative to private equity. Finally, we cover Acuitas's approach to identifying skilled micro-cap managers across the globe — and how this ecosystem of small, research-driven funds continues to uncover value where few others are looking. For more information about Doug Porter and Acuitas Investments, please visit: https://acuitasinvestments.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

We welcome back Michelle Lopez, Head of Australasian Equities and Portfolio Manager at Pie Funds—our go-to expert on small caps and big potential. Michelle shares how she sees caution among her peers despite market highs, and why she sees this market rally as “narrow”. Michelle covers the state of travel, retail, property, and the rise of DIY—and the sectors set to benefit as we move deeper into a national rate cutting cycle. How are Michelle’s team watching for clues to indicate that the data center boom is slowing? Hear about the three big factors propelling performance for Australian small caps, a massive year for gold, and possible risks in rare earths. Plus, getting indirect exposure to AI through Aussie infrastructure and software companies. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. PIE Funds Management Limited is the manager and issuer of the funds in the PIE Funds Management Scheme (the Schemes). The product disclosure statements for the Schemes are available at: www.piefunds.co.nz/investor-documents.See omnystudio.com/listener for privacy information.

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 talk about the credit report and Ryder answers several listener calls. 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.

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I've had the opportunity to chronicle the growth of WCM over the years in conversations with Paul Black, Mike, Sanjay, and other members of the team. Paul first joined the show in 2018 when WCM managed $25 billion, and Mike last appeared four years ago with Paul, describing a piece they had just written entitled How to Build a $100 billion Money Manager. That podcast marked a near-term peak in assets for the firm and subsequently offered a great case study in humility, adaptation, and evolution. In this conversation, we unpack how WCM navigated its most difficult stretch of performance in a long time – what they learned from it, and how they came out stronger on the other side. Mike and Sanjay discuss changes to their investment process, like putting the trajectory back in moat trajectory and searching for the cult in culture, retooling the research funnel, integrating AI as a research partner, and expanding into private markets. As always with WCM, a common thread throughout our discussion is doubling down on the firm's core values to think different, get better, and serve others. From our sponsor, Morningstar Embrace the global language of investment data Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received. I hope you guys enjoy. Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast. I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he covers industries and analyzes stocks, how he thinks about idiosyncratic risk, and his thoughts on brands and retail companies. This was such a fun episode. Stock junkies will love this one. Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!TIKRTIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

Andrew Mattock is a Portfolio Manager focused on Chinese equities at Matthews Asia. We discuss the macro factors that have driven China's markets, and how conditions might evolve in the months ahead. Plus, a look at how Artificial Intelligence and US trade policy might shape China's market outlook, a review of market risk considerations, and how to approach an allocation to China. Host: Daniel Cassidy Recorded on 07 October 2025

Bryan Porter is launching an AI company after serving as a Portfolio Manager at the hedge fund MIG Capital. Earlier in his career, he worked at The Carlyle Group and Goldman Sachs, and earned his MBA from Stanford. But before all of that, Bryan was working at McDonald's and sleeping on couches, in closets, and in cars. In Episode 138 of this podcast, Bryan shares the incredible, inspirational story of how he pulled himself out of his tailspin. And in that episode, we touched briefly on how Bryan became obsessed with health and fitness. In today's episode, we take a deep dive into health and fitness. One reason for Bryan's outlier success is his outlier ability to learn and apply. Over the past three decades, he's studied and implemented the best science on health and fitness in his own life, and today he shares those insights. While this podcast shouldn't be relied on for medical advice, I find Bryan's approach both fascinating and inspiring. I'll be listening to this episode over and again—and it will also be required listening for my kids. And if you're like me, and want to keep learning from Bryan Porter, check out his website: bryan-porter.com. In this episode we discuss the basics of health including: Sleep: Good sleep is the fastest way to feel better and have more mental clarity.  Min get 7 hours, ideally 8. If you're getting less than 6 you're reducing the quality and quantity of your life. Exercise 6 days a week: min 45 min brisk walk daily, break up sitting with 10 body squats every 45 mins – nobody is too busy for that, strength 2x per week, get to max heart rate 1x per week. Really helpful to have an event on the calendar that you're working toward. Eat well: min 1 gram of protein per pound of weight. Lots of fiber. Healthy fat: olive and fish oil. Reverse osmosis filtered water + electrolytes.  But this summary is just the tip of the iceberg. In this episode, Bryan shares 100s of great insights and practical tips for how to be more healthy...How To Make Ourselves Hard to Kill. 

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Scott Litman, Managing Director and Portfolio Manager at GCM Grosvenor to discuss: investing in data centers, airports, other types of infrastructure assets, and more. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices