Podcasts about portfolios

On this week's Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it's better to self-insure for long-term care or rely on costly, often restrictive hybrid policies. Next, they explain how to rebalance an inherited portfolio, especially when legacy holdings no longer align with your goals or risk tolerance. Then, they dive into how to finance a vacation home wisely—weighing the risks of portfolio loans, capital gains exposure, and over-leveraging in retirement. You'll also hear a sharp analysis of gold's recent surge—and why emotional investing often backfires. Packed with real-life caller scenarios and expert financial guidance, this episode is a must for anyone focused on smart wealth management, legacy planning, and minimizing risk. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

All the Nvidia, Fed, and Earnings news from the week, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Meta tumbled about 12 percent and Federal Reserve Chair Jerome Powell suggested the central bank may not cut interest rates again at its December meeting, Bay Area Loansource's Tony Mendes on the current markets, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Meta tumbled about 12 percent and Federal Reserve Chair Jerome Powell suggested the central bank may not cut interest rates again at its December meeting, Bay Area Loansource's Tony Mendes on the current markets, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Patrick O'Hare of Briefing.com on the current markets, Stocks rose to record levels on Wednesday boosted by tech names ahead of the Federal Reserve's interest rate decision, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Patrick O'Hare of Briefing.com on the current markets, Stocks rose to record levels on Wednesday boosted by tech names ahead of the Federal Reserve's interest rate decision, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

The hospitality labor crisis isn't new — but it's evolving. For #NoVacancyNews, Glenn and Anthony Melchiorri spoke with Todd Davis of Chef Agency about what it really takes to recruit and retain culinary talent in today's casino and resort environments. We dig into the post-COVID talent shift, the rise of remote market opportunities, and why empathy, speed, and reputation matter more than ever. If you're still relying on post-and-pray hiring, you're already behind.

Kristin Olson, global head of alternatives for wealth at Goldman Sachs, explains how her team is preparing for more than 30% yearly growth in the individual investor space.

In this episode of Excess Returns, we speak with Nancy Davis, founder and CIO of Quadratic Capital Management and the mind behind the innovative fixed income ETFs IVOL and BNDD. Nancy shares her insights on how investors are unknowingly short volatility in their portfolios, the role of options and convexity in fixed income, and how her ETFs seek to hedge against inflation, interest rate shifts, and volatility in a unique way. We also discuss the bond market, inflation dynamics, and how investors can better understand and manage risks that are often hidden inside traditional portfolios.Main topics covered• How Nancy's experience trading volatility at Goldman Sachs shaped her investment philosophy• Why most investors are short volatility without realizing it• Understanding convexity and prepayment risk in bond portfolios• The rise of passive investing and its impact on interest rate volatility• How IVOL provides exposure to interest rate volatility and inflation protection• The problem with relying on CPI as a measure of inflation• Why gold is an inconsistent inflation hedge• The yield curve as an alternative indicator of inflation expectations• Why interest rate volatility is historically cheap today• The relationship between bond volatility and stock volatility• How to think about IVOL and BNDD in a diversified portfolio• The long-term risks of shorting volatility and selling options for “income”Timestamps00:00 Introduction and overview of option selling in markets02:15 Nancy's background at Goldman Sachs and lessons on volatility05:00 Understanding convexity and its importance in fixed income06:30 Why investors are short interest rate volatility without knowing it10:25 The hidden risks inside the bond market and the role of mortgages11:00 Why most investors are short inflation in real life13:00 Conventional vs. alternative inflation hedges17:00 Why CPI is an imperfect inflation measure18:00 How the yield curve reflects inflation expectations21:00 Historical yield curve data and current inversion25:00 Interest rate volatility after Silicon Valley Bank26:30 Relationship between bond and stock volatility28:00 Using IVOL in a portfolio31:00 Discussion on the national debt and interest rate risk32:00 BNDD ETF and how it complements IVOL33:30 Why inflation-protected bonds are underused in the US36:00 Closing questions – what Nancy believes most peers disagree with37:00 Why selling options is not income and the risks investors overlook

Your portfolio should be changing with your life. For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives. That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management. Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:The young accumulatorThe pre-retireeThe inheritance receiver If you'd like to chat to Matt or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.—------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.We're particularly excited to share our latest show: Basis PointsWatch or listen to the show (Apple | Spotify | YouTube)Read the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In dieser Episode tauchen wir tief in die Welt der globalen Aktieninvestments ein und hinterfragen gängige Strategien. Wir starten mit einem kritischen Blick auf die BIP-Gewichtung – ein beliebter Ansatz, der jedoch unerwartete Nebenwirkungen mit sich bringen kann. Warum kann eine Orientierung am Bruttoinlandsprodukt zu verzerrten Portfolios führen? Und welche Alternativen gibt es, um deine Anlagestrategie fundiert und zukunftssicher zu gestalten?

In this episode we answer emails from Eva, Jess and Mr. Toxic.  We discuss the three levers of safe withdrawal rates applied to a listener's upcoming retirement situation, running test risk parity style portfolios to get some practice like with have done with Bigger Pockets money, and what little we know about HSAs.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterHow To Do An Asset Swap Video from Risk Parity Chronicles:  How to Do an Asset SwapJackie Cummings Koski on Investing with HSAs:  Investing With The Health Savings Account - Define Your Legacy W/ Jackie Cummings KoskiBigger Pockets Money Test Risk Parity Style Portfolio:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)Breathless Unedited AI-Bot Summary:Most retirement plans stumble not on math, but on mechanics. We sit down with a listener who's 55, VTI-heavy in a taxable account, and ready to pivot into a modified golden ratio portfolio—then unpack a practical path to move from concentration to resilient diversification without lighting up a massive tax bill. Along the way, we map out the three levers that quietly raise your safe withdrawal rate: portfolio design, baseline expenses, and personal inflation that often runs 1–2% below CPI.We get specific on asset location and reallocation: placing treasuries and managed futures in tax-deferred accounts, using gold and equities where they're most tax-efficient, and gradually trimming VTI by targeting favorable tax lots and capital gains brackets. If you've wondered whether a small cap value tilt can help, we explain how it can reduce volatility and lift a portfolio's historical withdrawal capacity by roughly 0.5–1%—and how to pursue it at a measured pace. We also clear up a common confusion: rebalancing returns you to your target mix; reallocating changes the target itself.Then we turn to HSAs. They're a triple tax-advantaged powerhouse for you, but a poor inheritance vehicle for kids who must recognize the balance as income in a single year. We break down the strategy of saving receipts, the shift at age 65 when non-medical withdrawals are IRA-like, and why timing HSA spending for higher-income retirement years often makes sense. Don't count on a costly end-of-life to “use it up”—many don't have that trajectory. A smarter approach draws down the HSA earlier for qualified costs and Medicare premiums while avoiding a tax bomb for heirs.We wrap with weekly portfolio reviews across classic and levered models and a reminder that simple beats clever: a resilient allocation, tax-savvy placement, and flexible spending can carry you from early retirement through Social Security and beyond. If this helped tighten your plan, follow the show, leave a review, and share it with a friend who's staring down a VTI-heavy portfolio and wondering where to start.Support the show

The latest on the growing Robot industry, The top of the S and P 500 this month, More on the last Pints and Portfolios of the year this Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors

The latest on the growing Robot industry, The top of the S and P 500 this month, More on the last Pints and Portfolios of the year this Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Last week, Fidelity Canada launched the Fidelity Global Small-Mid Cap Equity Fund. This new product allows investors distinct opportunities across each market spectrum: mid-cap, small-cap, and micro-cap. Why might this be a great addition or compliment to a portfolio? And how does it work? Joining this episode is portfolio manager Shilpa Mehra - who is making her Fidelity Connects debut - to discuss the fund's genesis, objectives, and the team behind the fund. Recorded on October 7, 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.

Tesla kicked off reports from the Magnificent Seven Megacap Tech Group that saw shares dip 4 percent on mixed third-quarter results, More than 80 percent of the S and P 500 companies that have reported so far have exceeded earnings expectations, More on the last Pints and Portfolios of the year on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors

Tesla kicked off reports from the Magnificent Seven Megacap Tech Group that saw shares dip 4 percent on mixed third-quarter results, More than 80 percent of the S and P 500 companies that have reported so far have exceeded earnings expectations, More on the last Pints and Portfolios of the year on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Corporate earnings outcomes have been much better than expected, Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the last Pints and Portfolios of the year on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors

Corporate earnings outcomes have been much better than expected, Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the last Pints and Portfolios of the year on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

The Dow Jones Industrial Average rose as investors digested a number of earnings reports including those from Coca-Cola and 3M, Fellow old economy stock General Motors soared 14 percent after it hiked its guidance for the full year and topped estimates, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors

Send us a textDuring the third quarter, the stock market continued to rally upon the backdrop of data points and events ranging from weakening labor markets and a government shutdown, to improving corporate profitability and a more accommodative federal reserve. It makes for an incredibly interesting time to review markets and economies.  On this podcast, some of the topics I cover include:Stock market returns, both in the US and abroad, through Q3Our outlook for interest rates, fed policy and the potential impact on bond returnsThe Magnificent 7 stocks' performance, valuation, and impact on the marketIdeas for how to manage potential volatility without becoming too defensive and hurting your long-term financial trajectoryThis episode is a replay of a client webinar from October 2025.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein.

The Dow Jones Industrial Average rose as investors digested a number of earnings reports including those from Coca-Cola and 3M, Fellow old economy stock General Motors soared 14 percent after it hiked its guidance for the full year and topped estimates, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Würden Marco und Stefan, Gründer von immocation, eher in deiner A-Lage oder C-Lage kaufen? Was gibt es Neues auf dem Immobilienmarkt? In dieser Folge des Spaziergangs geht es tief rein in das Portfolio der beiden. Was war der Plan, wo stehen sie? Welche Gedanken haben sie zur Entwicklung des Portfolios und des Cashflows? Warum die beiden auch sie in andere Arten des Immobiliengeschäfts wie dem Immobilienhandel gewagt haben, wieso sie für Diversifizierung im Bereich Immobilien und ob sie auch bei ihren Investments im Allgemeinen sich breit aufstellen, das erfahrt ihr in dieser Folge. immocation. Lerne Immobilien.

Nigel Grant (Head of Wealth Products, ASB) is joined by Frank Jasper (Chief Investment Officer, ASB) and Will Porter (Investment Strategist, BlackRock) to discuss this year's strategic asset allocation updates for ASB portfolios. They unpack the five-year market outlook, explain the strategic asset allocation process, and share the key changes we've made to help your investments stay resilient and ready to capture opportunities in a changing environment. *** This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 17/10/2025. Comments made by BIMAL employees here represent BIMAL's views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.

It's shaping up to be a standout year for the TSX. Canada's benchmark index topped 30,000 points for the first time yesterday and is up 20% year to date. Despite the upswing, today's guest is keeping his eye on the risks, and says that patience and diversification are the key to staying ahead. So which sectors are speaking to him today? And how is he protecting downside, while staying invested? Joining this episode to unpack all this and more, is Fidelity True North Fund portfolio manager, Maxime Lemieux. Recorded on October 1, 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.

Stocks moved higher thanks to a rise in Apple shares, Investors looked ahead to a possible end to the ongoing U.S. government shutdown as well as a slew of big-name earnings reports and inflation data expected in the coming days, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors

Stocks moved higher thanks to a rise in Apple shares, Investors looked ahead to a possible end to the ongoing U.S. government shutdown as well as a slew of big-name earnings reports and inflation data expected in the coming days, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today's market.  Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing … Read More Read More

In diesem Jobcast® erzählt Anne aus dem Bereich Financial Restructuring bei Deloitte unter anderem von komplexen Kreditportfolio-Transaktionen.Zitat aus dem Gespräch:„Wir hatten jetzt kürzlich eine Kreditportfolio-Transaktion […] ein Immobilienkredit Portfolio mit ein paar tausend Krediten […] Wir haben den Kunden auf der Verkäuferseite unterstützt, den kompletten Prozess aufgebaut, Investorengespräche geführt und das Portfolio an den Markt gebracht.“

What to know about Crypto Currencies, The latest earnings, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors

What to know about Crypto Currencies, The latest earnings, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

In dieser Folge sprechen wir darüber, was ein Investmentportfolio eigentlich ist, welche Bestandteile es haben kann und warum jede und jeder von uns – bewusst oder unbewusst – bereits ein eigenes Portfolio besitzt. Wir beleuchten, welche Rolle Risiko, Rendite und Diversifikation spielen und diskutieren, ob und in welchem Umfang Bitcoin als Bestandteil eines Portfolios sinnvoll sein kann. Anhand von Beispielen und Zahlen zeigen wir, wie sich verschiedene Bitcoin-Anteile auf die Gesamtperformance auswirken und welche Überlegungen man dabei anstellen sollte.

Markets look strong—but are they too perfect? On this week's Money Matters, Scott and Pat explore how to stress test your financial plan so it can hold up in the real world. They take a call from a 63-year-old retiree with a $6 million portfolio who's rethinking his Roth conversions and Social Security timing, then talk with a 47-year-old state employee balancing burnout, real estate, and early retirement goals. Finally, Allworth's Head of Wealth Planning, Victoria Bogner, joins to explain how taxes, Medicare, and market strategy all connect inside a resilient financial plan. If you've ever wondered whether your financial plan could weather a true market test, this episode delivers clarity, humor, and timeless perspective. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

James breaks down what it really means to buy the dip when markets pull back and why staying invested matters more than timing every move. He explains the only four ways to build lasting wealth and why sitting on the sidelines is often the same as losing. This episode also covers today's biggest market movers, key financial headlines, and what they mean for long-term investors. Whether you're new to investing or refining your strategy, James shares clear, practical insights designed to help you navigate volatility and grow your portfolio with confidence. If you want to understand how smart investors think during market dips and how to use these moments to your advantage, this conversation is a must watch.

Stabile Erträge und eine klare Dividendenstrategie mit Immobilien – das ist das Leitbild der Hamborner REIT AG. Als einer der wenigen REITs in Deutschland konzentriert sich das Unternehmen auf Büro- und Retail-Immobilien mit langfristigem Ertragspotenzial. In dieser Folge von „Smart Investieren“ sprechen wir mit Niclas Karoff, CEO der Hamborner REIT AG, über die aktuelle Marktsituation, die strategische Weiterentwicklung des Portfolios und die Bedeutung einer stabilen Dividendenpolitik. Wie könnte es gelingen, in einem anspruchsvollen Immobilienumfeld Wachstum und Stabilität in Einklang zu bringen? Wir wünschen Ihnen viel Freude beim Zuhören und freuen uns auf Ihr Feedback!

In this month's episode, we cover these topics:Market Update (Starts at: 0:20)Portfolio Update (1:30)Reasons To/Not to Invest (2:13)Positive Market Trends (4:41)Role of Gold in Portfolios (6:12)Federal Reserve Policy and Interest Rates (8:24)Government Shutdown (10:40)Looking ahead (12:14)

Unlike most traditional risk-managed or options-based strategies, SynthEquity® focuses on managing risk rather than chasing returns.Measured Risk Portfolios Chairman Larry Kreismer discusses how their strategy was designed to provide a flexible, risk-defined approach that adapts to each investor's needs. In this interview, he also shares the company's background and investment philosophy, how they tailor portfolios to different risk tolerances, and the ways they create long-term value through their unique investment structure.Discover how Measured Risk Portfolios is redefining flexible investing with SynthEquity®.Learn more through their website: https://www.measuredriskportfolios.comWatch the full YouTube interview here: https://youtu.be/ZIIAeAPdpgI?si=Dk71J3Sr3-RRMkjKAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.

Two of Australia's most respected investment firms share how they are positioning for tomorrow. Learn where they see opportunity and how their strategies are evolving. From private credit to gold, discover where Soul Patts' Todd Barlow and Regal's Phil King see the biggest returns. ________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. It provides access to Bell Potter research, exclusive IPOs, and advanced trading tools, all aimed at giving you a competitive edge. Whether you're a frequent trader or a high-net-worth individual looking to trade shares, options, or warrants, Bell Direct Advantage offers a tailored platform and superior service to sharpen your investing edge. [Find out more here]

Who does Steve D want to open the England batting? Find out on this week's PlayingFTSE Show!It's the end of Q3 and time to check in on the PlayingTSE portfolios. And the last week hasn't been a particularly good one for either Steve.Steve W has finally managed to buy a European stock for his portfolio. It's LVMH, which has actually done quite well over the last three months or so. Elsewhere, there are a couple of new UK additions, one from the FTSE 100 and one from the FTSE 250. But which stock is he thinking about selling in the next three months?Steve D has graduated a couple of stocks up to his main portfolio from the capital incinerator. But he's been reducing his stake in Walt Disney recently. The big buy in the last quarter has been Bloomsbury. But there are also big additions to the likes of Ashtead Technology to bump up the UK exposure.The Britbox has fared pretty badly over the last three months. And it's the usual suspects letting the side down, with Greggs continuing to struggle and Diageo doing badly.The Eurobox has had a reasonable three months, but nothing worth paying fees for. Steve W thinks it's partly due to missing a big boost in defence spending. Only on this week's PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS07:26 SW PORTFOLIO23:04 SD PORTFOLIO44:13 BBOX EBOX► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

ETFs are at the center of how investors are navigating today's rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are built.In this special Ask Me Anything edition of The Bid, host Oscar Pulido sits down with Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, to answer questions submitted by listeners. Together, they explore the evolving ETF landscape and how investors can better position themselves in a volatile world. Jay also highlights the link between AI and infrastructure - noting that advances in artificial intelligence require massive investments in electricity, real estate, and supply chains. For investors, the message is clear: today's portfolios must capture both enduring themes and defensive strategies.Key insights include:The “be, beat, modify” equity framework for building portfolios: how core ETFs provide efficiency, active and thematic ETFs can aim to outperform, and outcome-oriented strategies offer risk management.Why factor investing (quality, value, momentum) demands a more tactical, systematic approach in 2025.The growing role of active ETFs as investors seek new sources of alpha in an era of lower expected returns.Why diversifying beyond U.S. equities and addressing concentration risk from mega-cap tech is increasingly important.How megaforces like AI, geopolitics, and infrastructure demand are reshaping equity markets and long-term investing themes.The role of gold and Bitcoin as portfolio diversifiers and monetary alternatives beyond traditional stocks and bonds.Timestamps00:00 Introduction to Investor Interests in 202500:20 Ask Me Anything: Meet Jay Jacobs, U.S. Head of Equity ETFs at BlackRock01:14 Understanding Equity Markets: Be, Beat, and Modify04:00 Factor Exposures and Economic Environments05:57 Geographical Diversification in Portfolios07:54 The Role of Thematic Investing09:58 Active ETFs vs. Mutual Funds13:40 Exploring Alternative Asset Classes: Gold and Bitcoin15:32 Conclusion and Final Thoughts

Are your financial decisions evolving as your wealth grows? In this episode of the Rational Reminder Podcast, we welcome back Nick Maggiulli to unpack his approach to climbing the wealth ladder and creating the life you want. Nick is the Chief Operating Officer at Ritholtz Wealth Management, the author of The Wealth Ladder and Just Keep Buying, and creator of the blog Of Dollars and Data. He is renowned for his ability to take the complexity out of finance and for his deep knowledge of investing. In our conversation, Nick explains his new framework for building wealth in his new book, The Wealth Ladder, and he unpacks how spending, income, and investing should change from one level to the next. He breaks down his .01% and 1% rules for spending and income, how the opportunity cost of time changes with wealth, and what the data reveals about income, wealth, and asset composition between different levels. Nick also shares strategies to progress between levels, insights on the challenges of extreme wealth, and why focusing on non-financial forms of wealth is important. Join us for a practical, data-driven framework for thinking about financial decisions and what truly constitutes ‘enough' with Nick Maggiulli! Key Points From This Episode: (0:00:00) Nick Maggiull, his new book, and his background at Ritholtz Wealth Management. (0:03:48) The Wealth Ladder, its different levels, and why he thinks the concept is important. (0:06:59) Hear about the 0.01% rule for spending, and examples of The Wealth Ladder levels. (0:12:09) Unpack the 1% rule and how the opportunity cost of time changes up the ladder. (0:15:00) Explore how income determines wealth and how to move up and down the ladder. (0:19:47) Which level is the most common to fall, and how wealth changes up the ladder. (0:22:34) What shifting wealth composition indicates and how to move from level one to two. (0:25:48) When education should be the focus, and what it takes to move out of level three. (0:29:41) Discover the pros and cons of a side hustle and why controlled spending is crucial. (0:33:32) Learn the key to reaching level five and why people fall out of levels four and five.  (0:39:20) Insights on the downsides of extreme wealth and how it impacts lifestyle.  (0:42:54) How long it takes to climb the ladder and the correlation between age and wealth. (0:46:10) Why financial persistence is vital and what a typical millionaire household looks like. (0:49:00) Find out what constitutes ‘enough' financially and examples of other forms of wealth. (0:51:56) Nick shares what he hopes readers will take away from the book and how it impacted his view of success.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Nick Maggiulli — http://ofdollarsanddata.com/ Nick Maggiulli on LinkedIn — https://linkedin.com/in/nickmaggiulli/ Nick Maggiulli on Twitter — https://twitter.com/dollarsanddata  Nick Maggiulli on Instagram — https://instagram.com/nickmaggiulli Ritholtz Wealth Management — https://www.ritholtzwealth.com/ Episode 145: Jennifer Risher: Talking About Money — https://rationalreminder.ca/podcast/145 Episode 255: Structured Products — https://rationalreminder.ca/podcast/255 The Panel Survey of Income Dynamics (PSID) — https://www.bls.gov/cex/cecomparison/psid_profile.htm Preston Holland on X — https://x.com/prestonholland6   Books From Today's Episode: Just Keep Buying — https://www.amazon.com/Just-Keep-Buying-Proven-wealth-ebook/dp/B09FYHZXBN The Wealth Ladder — https://www.amazon.com/dp/0593854039 Portfolios of the Poor — http://www.portfoliosofthepoor.com/ The 5 Types of Wealth — https://www.the5typesofwealth.com/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

The headlines about interest rates and real estate markets are often confusing, and many investors end up stuck on the sidelines. In this episode, Brendan Seiber cut through the noise and walk through real-world client examples of how equity repositioning, refinances, and 1031 exchanges can accelerate portfolio growth.    WHAT YOU'LL LEARN FROM THIS EPISODE   How DSCR loans make cash-out refinances possible even with higher rates Why interest-only loans can help investors reposition equity faster A step-by-step breakdown of a client refinance that unlocked $100K for reinvestment The power of compounding equity repositioning over 5–10 years Why every investor's scenario is unique and requires tailored strategies     ABOUT BRENDAN SEIBER Brendan Seiber joined RP Capital in July 2022 while transitioning out of the U.S. Army, where he served over seven years as an Infantry leader. Since then, he has led as Director of Sales, managing a team of investment property consultants who guide clients through planning and executing their real estate strategies. Today, RP Capital has evolved into Lineage, carrying the same trusted team and an expanded mission: to change how investment real estate is bought and sold while building generational wealth for everyone in the investment life cycle.   Through curated property selection, vertically integrated insurance and DSCR lending, tech-enabled property management, live portfolio tracking, and white-glove service, Brendan and his team make real estate accessible, efficient, and effective—without sacrificing the freedom and flexibility that investors are working to achieve.   CONNECT WITH BRENDAN Website: Lineage LinkedIn: Brendan Seiber  CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter  

Online crime is accelerating, making cybersecurity a fast-growing and resilient investment opportunity. Our Cybersecurity and Network and Equipment analyst Meta Marshall discusses the key trends driving this market shift.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Meta Marshall, Morgan Stanley's Cybersecurity and Network and Equipment Analyst. Today – the future of digital defense against cybercrime. It's Friday, September 12th, at 10am in New York.Imagine waking up to find your bank account drained, your business operations frozen, or your personal data exposed – all because of a cyberattack. Today, cybersecurity isn't an esoteric tech issue. It impacts all of us, both as consumers and investors. As the digital landscape grows increasingly complex, the scale and severity of cybercrime expand in tandem. This means that even as companies spend more, the risks are multiplying even faster. For investors, this is both a warning and an opportunity.Cybersecurity is now a $270 billion market. And we expect it to grow at 12 percent per year through 2028. That's one of the fastest growth rates across software. And here's another number worth noting: Chief Information Officers we surveyed expect cybersecurity spending to grow 50 percent faster than software spending as a whole. This makes cybersecurity the most defensive area of IT budgets—meaning it's least likely to be cut, even in tough times.This hasn't been lost on investors. Security software has outperformed the broader market, and over the past three years, security stocks have delivered a 58 percent return, compared to just 22 percent for software overall and 79 percent for the NASDAQ. We expect this outperformance against software to continue as AI expands the number of ways hackers can get in and the ways those threats are evolving.Looking ahead, we see a handful of interconnected mega themes driving investment opportunities in cybersecurity. One of the biggest is platformization – consolidating security tools into a unified platform. Today, major companies juggle on average 130 different cyber security tools. This approach often creates complexity, not clarity, and can leave dangerous gaps in protection particularly as the rise of connected devices like robots and drones is making unified security platforms more important than ever.And something else to keep in mind: right now, security investments make up only 1 percent of overall AI spending, compared to 6 percent of total IT budgets—so there's a lot of room to grow as AI becomes ever more central to business operations. In today's cybersecurity race, it's not enough to simply pile on more tools or chase the latest buzzwords. We think some of the biggest potential winners are cybersecurity providers who can turn chaos into clarity. In addition to growing revenue and free cash flow, these businesses are weaving together fragmented defenses into unified, easy-to-manage platforms. They want to get smarter, faster, and more resilient – not just bigger. They understand that it's key to cut through the noise, make systems work seamlessly together, and adapt on a dime as new threats emerge. In cybersecurity, complexity is the enemy—and simplicity is the new superpower. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

The Moneywise Radio Show and Podcast Thursday, September 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Sky Newton, Conference Vice Chair & Jackie Andrade, SHRM-SCP Conference Director website: https://kcshrm.com/ email: KernCountySHRM@gmail.com instagram facebook  

Burcu Esmer, Senior Lecturer in Finance and Academic Director of the Harris Family Alternative Investments Program at the Wharton School, explores the policy, regulatory, and investor considerations surrounding the White House's proposal to introduce private equity and other alternative assets into 401(k) retirement portfolios. Hosted on Acast. See acast.com/privacy for more information.

Watch the video version on YouTube.    As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today's policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market opportunities and risks. Our Multi-Asset Solutions team examines the short- and long-term impacts of recent legislation, the evolving role of government in markets, and the distributional effects on both consumers and corporations. Gain perspective on how higher debt levels, changing demand for Treasuries, and sector-specific policy changes are influencing portfolio decisions, and why staying agile is key in a landscape defined by uncertainty and transition.   Join Gabriela Santos, Chief Market Strategist for the Americas, and Geng Ngarmboonanant, Research Analyst on the Multi-Asset Solutions team, as they break down the latest policy developments and share practical insights for navigating today's complex investment environment.   Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify 

Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Fed Chair Jerome Powell clearly signalled at Jackson Hole that a rate cut at the Fed's September meeting is likely. In this episode of the Beyond Markets podcast, Helen Freer talks to Julius Baer's Head of Fixed Income Research, Dario Messi, about what a resumption of the Fed's rate-cutting cycle would mean for bond markets. They also discuss the current fiscal concerns and the expected impact of tariffs on inflation, both in and outside of the US.(00:32) - Introduction (00:50) - What would the resumption of a rate-cutting cycle by the Fed mean for bond markets? (02:27) - What impact will the fiscal concerns have? (03:37) - What duration is currently appropriate in a bond portfolio? (04:32) - What impact might tariffs have on fixed income markets? (07:05) - Is the Fed's independence really in danger? (08:46) - Should investors consider corporate credit exposure? (09:37) - Would exposure to European corporate bonds also be appropriate? (11:11) - Summary and closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.