Podcasts about portfolios

From hyperscaler borrowing to higher yields, there's a lot happening beneath the surface of today's bond markets. Matt Brill breaks down what it all means for credit investors and why fixed income may be more dynamic than many people realize. (Invesco Distributors, Inc.)

Was ist das beste Investment, das du in deinem Leben machen kannst? Immobilien? Aktien? ETFs? Unternehmen? Eigenes Business? Oder vielleicht etwas, das viele beim Vermögensaufbau komplett unterschätzen: Das Investment in dich selbst und das Wissen, wie man damit 1000x machen kann ohne in Vorleistung gehen zu müssen. In dieser besonderen Folge des Next Level Business Podcasts ist Michael Ebert zu Gast. Gemeinsam sprechen wir fast zwei Stunden darüber, warum Wissen, Fähigkeiten, Entscheidungen, Netzwerk und persönliche Entwicklung möglicherweise einen deutlich höheren Return on Investment liefern können als viele klassische Anlageformen. Dabei geht es nicht um Motivation oder leere Erfolgssprüche. Wir sprechen konkret darüber, wie du dein eigenes Humankapital aufbaust, bessere finanzielle Entscheidungen triffst und dir langfristig ein Fundament für Vermögen, Business und finanzielle Freiheit schaffst. In dieser Folge erfährst du unter anderem: • Warum das Investment in dich selbst einen außergewöhnlichen ROI haben kann • Wie ein Return on Investment von über 1.000 theoretisch möglich werden kann • Warum Wissen und Fähigkeiten dein größtes Vermögens-Asset sein können • Welche Rolle Weiterbildung beim Vermögensaufbau spielt • Warum Einkommen und Vermögen zwei komplett unterschiedliche Dinge sind • Wie erfolgreiche Unternehmer über Geld und Investitionen denken • Immobilien vs. Investment in dich selbst – wo liegt der größere Hebel? • Warum dein Netzwerk deine finanzielle Entwicklung massiv beeinflussen kann • Wie du bessere Entscheidungen über Geld, Karriere und Business triffst • Warum der Aufbau deiner Fähigkeiten häufig vor dem Aufbau deines Portfolios kommen sollte Vermögensaufbau beginnt nicht erst beim Kauf einer Immobilie oder Aktie. Er beginnt bei der Person, die diese Entscheidungen trifft und dass ist für deine Business wirklich entscheidend. Wenn du dein Einkommen erhöhen, ein Unternehmen aufbauen, sinnvoll investieren oder langfristig finanzielle Freiheit erreichen möchtest, ist diese Folge für dich.

Frank Force joins us to talk about how game developers can ship faster, learn better, and avoid getting trapped by perfectionism. He shares lessons from AAA development at studios like Volition, Midway Games, and others including milestone pressure, polish, crunch, and speedrun-style bug hunting on PsiOps. He also breaks down his current push to release Pyroot, a C++/DirectX Metroidvania he started 6–7 years ago, on Steam Early Access. The conversation dives into why Frank believes browser-based development, JavaScript, game jams, and sharing work early can be powerful ways to build skills and a portfolio. He challenges the idea that web development can't produce “real” games and explains why low-friction tools can make it easier to experiment, iterate, and actually finish projects. Frank also gets into sizecoding and creative programming through JS1K, JS13K and Dwitter, the origins and growth of his open-source LittleJS game engine, procedural audio with ZZFX, and the mindset of removing rather than adding. Plus, he shares how AI is already helping game developers find bugs, prototype ideas, and give small teams more leverage, while also discussing his concerns about sunk-cost thinking, exploitative player psychology, and where the industry may be heading. Topics include: • Breaking into game development • Building a portfolio • Shipping games instead of endlessly polishing • JavaScript and browser-based game development • AAA development lessons • Indie game development • Game jams and rapid iteration • Sizecoding, JS1K, JS13K and Dwitter • LittleJS and open-source development • Procedural audio and ZZFX • AI tools for game developers • Going indie full time━━━━━━ TIMESTAMPS ━━━━━━ 00:00 - Career Advice Myth 00:36 - Meet Frank Force 00:56 - Pyroot Early Access 02:53 - AAA Lessons and Crunch 05:12 - Speedrunning for QA 05:43 - JavaScript Game Dev 09:02 - Ship Fast Share Early 12:03 - Advance Inside Studios 14:36 - Breaking In and Portfolios 18:03 - Sunk Cost Trap 19:27 - AI for Game Development 34:33 - Industry Concerns and Hope 38:57 - Size Coding JS1K 41:44 - Recreational Programming 41:57 - Code Golf vs Sizecoding 43:24 - Demo Scene Culture 44:31 - JavaScript Sizecoding Shift 45:26 - Procedural Assets Challenge 46:13 - Remove Not Add Mindset 48:05 - JS13K Sweet Spot 51:27 - Dwitter Raycasting Magic 54:23 - LittleJS Origin Story 57:10 - Open Source Community Growth 58:47 - Driven Wild and Self Promotion 01:00:48 - ZZFX Sound Without Assets 01:03:03 - Optical Illusion Breakthrough 01:06:25 - Make Stuff and Share It 01:09:11 - Going Indie Full Time 01:13:18 - Generative Art NFT Detour 01:17:12 - Monetizing Web Games 01:20:15 - Advice and AI Tools 01:22:47 - Final Thanks ━━━━━━━━━ ABOUT THE GUEST ━━━━━━━━━ Frank Force has been building real-time interactive software for over 25 years, from AAA titles like DOOM and Red Faction: Guerrilla to LittleJS, his open source game engine with over 4,000 stars on GitHub. He runs Frank Force Games in Austin, Texas, where he works on engines, graphics, games, and tools, and writes an unreasonable number of very tiny programs. ━━━━━━━━━ LINKS & RESOURCES ━━━━━━━━━ https://frankforce.com/ - Frank's website with links to projects and longform writeups https://killedbyapixel.itch.io/dr1v3n-wild - Frank's arcade driving game (started as a 13k game) https://killedbyapixel.github.io/LittleJSArcade/ - 50+ open source games made with LittleJS https://cosmodial.3d2k.com/ - Cosmodial is Frank's newly released open source star atlas https://js13kgames.com/ - JS13k games the 13k size JavaScript coding competition ━━━━━━━━━ GAME DEV ADVICE ━━━━━━━━━ Whether you're a student, aspiring game developer, or industry veteran, you'll find practical takeaways and real stories from inside the world of game development.

In this episode we answer emails from Kelly and Jose (Joe).  We discuss simple spreadsheet applications for organizing portfolios, review a planned risk-parity style portfolio, discuss issues with transitioning and international fund choices and proportions, and why you should not fear "high market valuations" because risk-parity portfolios already solve for that exact problem, unlike simplistic large-cap weighted portfolios.  In fact, that is one of the main reasons risk-parity style portfolios make for better retirement portfolios with higher safe withdrawal rates.Links:Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterRisk Parity Chronicles Free Portfolio Tracker and Explanatory Video:  How to use the RPC Capital Efficient Portfolio TrackerAfford Anything Risk Parity Portfolio Blueprint:  Afford Anything frank-vasquez-risk-parity-portfolio-BluePrint.pdf - Google DriveJeremy Grantham on the Long-View Podcast:  Jeremy Grantham ‘Almost Everything Looks More Attractive Than the US Equity Market' - YouTubeF. Vasquez EconoMe 2025 Slide Presentation:  F. Vasquez EconoMe 2025 Presentation.pdf - Google DriveBreathless Unedited AI-Bot Summary:Retiring soon and staring at market charts that look “too high” can mess with your head, even if your plan is solid. We hear that anxiety loud and clear in today's mailbag, and we respond with what actually helps: better visibility across accounts, clear asset allocation targets, and a process you can follow when emotions spike.First, we tackle the nuts-and-bolts problem almost every DIY investor hits: holdings scattered across IRAs, 401(k)s, and a taxable brokerage account. We share a simple way to track everything on one page using a Google Sheet that updates prices automatically, and we talk about how AI tools like Gemini NotebookLM can organize raw account statements into a clean spreadsheet, even adding details like unrealized capital gains. The point is not fancy software, it's seeing your true portfolio mix so you can rebalance with confidence and avoid constant tinkering.Then we get into portfolio construction: equity levels that feel conservative vs aggressive in a risk parity style setup, when Treasury bond exposure may be on the high side, and how to think about diversifiers like gold (GLDM) and managed futures (DBMF). We also answer practical questions about VTI and VXUS, whether adding a dedicated growth fund matters, and how to split small cap value between AVUV and AVDV without over-optimizing.Finally, we address the big fear: what happens if you invest or rebalance near all-time highs right before retirement? We walk through why a diversified risk parity style portfolio can reduce peak-valuation risk, how safe withdrawal rates look when you test retirement start dates near major market peaks, and why a written execution plan often beats trying to time the perfect day. If this helped, subscribe, share the show with a friend who's nearing retirement, and leave us a review on your podcast app.Support the show

Volatility Shares wants to launch ETFs that let investors bet on the performance of NHL teams, turning sports fandom into a tradable product that could fit inside registered accounts and blur the line between investing and gambling.Plus, Calgary-based De Havilland is weighing a second production line for Canadair water bombers as demand surges from countries facing worsening wildfires, potentially making the aircraft a bigger piece of Canada's critical infrastructure and defence strategy.And in The Big Picture: Alibaba's AI models hit 3 billion downloads, Ontario and Ottawa put $1 billion toward housing infrastructure, Quebec and Newfoundland near a new power deal, and Stripe finalizes a major OpenRouter acquisition.The Peak Daily is produced in partnership with reframevid.com

Andrew Cushman is based in Southern California, but invests mostly in the South Eastern states. On today's show we are talking about the distress in the market and what is driving the distress. Portfolios in secondary markets in states like Georgia and the Carolinas are seeing high occupancy and rent growth.To connect with Andrew visit https://www.vpacq.com/--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Deine Aktien, dein Depot, dein Erspartes – gehört dir das wirklich noch? Systemanalytiker Tom Oliver Regenauer enthüllt, wie Clearingstellen die größte Enteignungsmaschine der Geschichte bilden und warum echte Anleger bereits ihre Portfolios verloren haben – ohne jede Gegenwehr. Plus: Was der digitale Euro damit zu tun hat und wie du dich noch schützen kannst.

2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather than relying on a single base case.Host Oscar Pulido is joined by Stevie Manns, producer of The Bid, to revisit conversations with BlackRock leaders and external guests. Together, they connect insights on geopolitics, retirement, AI infrastructure, market concentration, portfolio construction, Asia, digital assets and tokenization.The discussion explores how these subjects form a broader story about preparation. Listeners will hear why AI investing increasingly involves energy and physical infrastructure, how concentration is changing the character of major equity indexes, and why a more dynamic and granular approach may be relevant as capital markets evolve.Key insights:· How geopolitical shifts are influencing markets, supply chains and economic policy· Why AI investing depends on power, data centers and infrastructure· How stock market concentration can affect diversification assumptions· Why portfolio construction may require multiple scenarios· Where Asia and digital assets are broadening the opportunity set· How tokenization could reduce friction in financial marketsEpisodes featured:246: Macro and Geopolitical Outlook - Live from Davos248: Retirement Realities: Ask Me Anything With Jaime Magyera250: Powering AI 2.0: Why The AI Boom is becoming an Energy Story257: Beyond The Magnificent Seven: Discovering Equity Opportunities in the S&P 493258: Portfolio Construction for A Changing World: Adapting to A Market Regime Shift259: Cryptoassets At A Crossroad: Volatility, Adoption and Changing Market Perspectives261: Why Are Global Investors Looking To Asia As An Investment Destination264: Is Tokenization The Next Evolution of Financial Market Infrastructure266: Midyear Outlook: Scarcity vs Abundance in The Age of AI268: AI's Latest Frontiers: An Investor's Perspective on Space, AI and Equity Opportunities2026 market themes, AI investing, portfolio construction, capital markets, digital assets, tokenization, geopoliticsThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This Friday I'm sitting down with my friend Rick Ferri for a debate that I think matters a great deal, even though — or maybe because — Rick and I agree on almost everything. We both believe in diversification, low costs, index funds, ignoring predictions, and staying the course. Where we part ways is what happens after that.Rick's case is that you should simply own the whole market. A total stock market index fund gives you thousands of companies at an extraordinarily low cost, and adding complexity rarely pays. My case is that the academic research — Fama, French, and decades of market history — shows that greater exposure to small and value companies may raise long-term expected returns. Rick calls that factor tilting. I call it better diversification. He'll argue I'm not adding diversification at all, just changing the weights, and he's right that this is exactly what we're doing. The question is whether it's worth doing.We also take on a second question that gets far too little attention: if you do want small and value exposure, where should you get it? Vanguard, Fidelity, DFA or Avantis — traditional indexing or systematic portfolio management? Differences that look trivial today can compound into very large ones over 40 or 50 years.Neither of us is trying to win. Rick may be right. I may be right. Ask us again in 50 years. What I hope you take away is the process — examining evidence, understanding the alternatives, admitting what nobody knows, and committing to a strategy you can stick with. Because every strategy disappoints you eventually, and what you do in that moment matters more than which one you chose.The podcast and video of my conversation with Rick will be available Wednesday, August 19, 2026. If you have any questions for Rick, send them to Paul@paulmerriman.com.

The brevity of the speech was sign itself that the Prime Minister was not interested in going into details. 75 seconds. There was no mention then of the decision he would make this afternoon about Chris Penk's portfolios. But Chris Penk was notably absent from the senior MPs who flanked Christopher Luxon. A group which included those who had been reluctant to say anything about their confidence in the Prime Minister ahead of the meeting. Deputy Political Editor Craig McCulloch spoke to Melissa Chan-Green.

Time's ticking for National to rebuild itself as a united front after putting Christopher Luxon's leadership to the test a second time. The Prime Minister survived a confidence vote launched by Chris Penk - at yesterday's three hour caucus meeting in Wellington. He's now dumped Penk from his ministerial portfolios and the former Defence Minister has announced he'll quit politics in November. Political Commentator Peter Dunne told Mike Hosking Luxon should be commended for surviving the challenge, but a third one would be a stretch too far. He says this has to be the end of it through to the election, and all the sentiments about the party being “100% united” have to be demonstrated if National's to come through this unscathed. Dunne was sceptical of the idea that Penk had launched the challenge to put himself forward for the job, saying he felt it was "a bit far-fetched", and that Penk was more likely testing the waters for others, namely Chris Bishop and Erica Stanford. "I don't think he necessarily was actively working with Bishop and Stanford, although he was clearly touting their cases," Dunne told Hosking. "[Luxon] can't really run a credible government without those two, so they have to be there, they have to be [kept] in senior roles, and they have to be seen to be treated as senior ministers." LISTEN ABOVE See omnystudio.com/listener for privacy information.

National MP Chris Penk's been dumped from Cabinet and his ministerial portfolios, after instigating today's failed coup. Prime Minister Chris Luxon managed to fight off the challenge for his leadership - at a three-hour caucus meeting in Wellington today. He says Penk's role is now untenable. NZ Herald political editor Thomas Coughlan says Penk was likely running the numbers - for Erica Stanford or Chris Bishop to contest the leadership. "I think there was a classic stalking horse or sometimes they're called kamikazes - they launched the attacks and destabilised...so that it triggered the confidence vote." Paul Goldsmith will pick up the Defence, Veterans, Space, GCSB, and NZSIS portfolios. Simon Watts will become Minister for Building and Construction. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Investors weighed signs of progress toward reopening the Strait of Hormuz, Nvidia shares kept the S and P 500 afloat, The Next Event is THIS Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Apple has a downgrade, Microsoft is a standout, The Next Event is THIS Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Welcome to The Crypto Podcast. You can find all our episodes on thecryptopodcast.org. My guest today spent years inside the room where crypto's rules actually get written. As a regulatory crypto attorney, he's advised leading exchanges on exactly what they could and couldn't legally offer, and he helped launch the first crypto ETFs on the Toronto Stock Exchange. Now he's on the other side of the table as CEO of Yield School and founder of New Market Trading, helping everyday investors get access to the primary markets that most retail traders never know exist. Please welcome Frank Hepworth. In this episode, Roy and Frank cover the regulatory landscape shaping crypto today, including the Genius Act, the pending Clarity Act, and why Frank believes Europe's MiCA legislation forced crypto into traditional finance and backfired. Frank explains how New Market Trading uses smart contract technology so clients retain full self-custody while still getting professional portfolio management, why institutional ETF buyers have been buying the top and selling the bottom like retail investors, and how he evaluates which crypto assets are worth investing in using a commodity-versus-business framework. The conversation closes with a detailed, refreshingly honest breakdown of why real estate tokenization is far less advanced than people assume, and why native on-chain companies, not tokenized off-chain assets, are where Frank believes the space is actually heading. ⏱️ TIMESTAMPS 0:02 - Welcome to The Crypto Podcast, intro to Frank Hepworth 0:48 - Frank's path into crypto and law simultaneously, starting in 2017 3:03 - Getting hired by a top law firm during the 2020-2021 bull run 4:53 - The Genius Act, the Clarity Act, and why Frank thinks MiCA backfired 11:47 - How Yield School teaches DeFi investing vs. how New Market Trading manages it 13:44 - How the smart contract investment account makes theft technologically impossible 17:45 - Helping US clients set up checkbook IRAs for tax-exempt crypto investing 24:56 - Why big institutions have been buying the top and selling the bottom 27:42 - How Frank decides which crypto assets are worth investing in: commodity vs. business framework 31:00 - Where NFTs are headed, and why early blue-chip collections may hold value 32:12 - Why real estate tokenization is far less advanced than most people assume 37:17 - Cypherpunks who operate entirely outside the fiat system 41:20 - Frank's honest take on his role in launching the first Toronto Stock Exchange crypto ETF 41:38 - Where to find Frank Hepworth and connect with his team About Frank Hepworth Frank Hepworth is a former crypto regulatory attorney who advised leading exchanges on legal compliance and contributed to the listing documentation for the first crypto ETFs on the Toronto Stock Exchange. He is now CEO of Yield School, which teaches investors how to navigate decentralized finance directly, and founder of New Market Trading, which uses ERC-4337 smart contract technology to give clients professional portfolio management while retaining full self-custody of their crypto. Frank currently serves primarily US-based clients. Connect with Frank Hepworth

Rob Black talks to Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group Joe Davis, Rob asks the questions you're wondering about investing and retirement, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Sandisk shares dropped 5 percent as the memory name posted results that failed to impress investors, AppLovin tumbled 19 percent on mixed results and Western Digital shed 10 percent as the company's forecast disappointed investors, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Jared Dillian talks about his awesome portfolio (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds, bearish on the USD, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistics (24:20)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Michael Sarner joins Morning Movers to discuss opportunities in private credit. He says there could be a "small company bias" which could keep investors away from understanding the nuances and relationships with smaller companies. On AI, Michael says it is in the early innings but could help build products for small companies to increase efficiency and not replace workers. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Patrick O'Hare of Briefing.com on the current markets, The S and P 500 rose to a new all-time intraday record building on its big rally in recent days with the latest batch of strong corporate earnings reports, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Strong quarterly results from companies such as Palantir Technologies and Caterpillar, According to FactSet more than 84 percent of S and P 500 companies that have reported earnings have beaten expectations, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

In this episode, Lady Landlords founder, Becky Nova…shares her approach to scaling a real estate portfolio with intention rather than hustle.She explains that the goal of investing isn't to own the most properties, but to build a portfolio that creates more freedom, flexibility, and control over your time.Becky discusses why investors should focus on cash flow, systemizing their existing portfolio before buying more properties, and creating a clear strategy that aligns with their personal goals.Ultimately, Becky encourages women to define what financial freedom means to them and to scale at a pace that supports the lifestyle they truly want. Connect with Lady Landlords here to learn more about how we can help scale your portfolio: https://lady-landlords.com/pd-chat-with-becky===

Stocks rose across various sectors after Trump called off planned strikes against Iran sending oil prices lower and Investors are keeping their enthusiasm in check as 'we've been here before', The first trading day of the new month, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Think all energy-related companies are driven by the same market forces? It's time to rethink that view. We interviewed Brian Watson of Invesco's SteelPath team about the often-overlooked world of midstream energy infrastructure — the systems that help move, store, process, and export the oil and gas people rely on every day. We discussed why these companies may be less tied to oil prices than many investors assume, how rising demand for liquefied natural gas and reliable power is shaping the long-term opportunity, and how midstream businesses can offer potential income, real asset exposure, and a differentiated role in diversified portfolios. (Invesco Distributors, Inc.)

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The future isn't hidden. It hasn't been written yet. That idea anchors this foundational conversation between Dave Dredge, Richard Brennan and Niels Kaastrup-Larsen, on what risk really means in markets. They challenge the mathematics behind modern portfolio construction, exposing how calm conditions can conceal leverage, how diversification can fail when it matters most, and why familiar measures such as volatility and Sharpe ratios often miss the forces that lead to permanent loss. From path dependency and complex adaptive systems to trend following, convexity and the geometry of wealth, this episode offers a different framework for investing under uncertainty. For anyone responsible for preserving and compounding capital, this is essential listening. Because the strongest portfolio is not the one built around being right, but the one prepared to survive being wrong.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rich on Twitter.Follow David on LinkedIn.Episode TimeStamps:00:00 - Market review, July performance and introducing Dave Dredge08:01 - Why markets are complex adaptive systems18:49 - Price insensitive investors and the hidden drivers of markets26:03 - How market participants create fat tails and volatility31:38 - Where major market moves really come from39:05 - Ergodicity and why sequence matters in investing46:37 - The forest fire analogy for understanding financial risk51:15 - Why calm markets often hide the greatest dangers56:13 - Leverage, convexity and the source of market fragility01:00:53 - Why optimal portfolio construction can increase risk01:05:38 - Football, convexity and building resilient portfolios01:13:03 - Why the Sharpe ratio fails to measure real risk01:21:40 - Lessons for trend followers navigating complex marketsCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

What to learn from Ron Baron, Retiring in your Fifties, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructure, equity and credit. Lauren joined Morgan Stanley as an investment banking analyst directly out of Yale 26 years ago and has spent her entire career at the firm, helping build one of the industry's leading platforms.   Our conversation traces Lauren's journey from analyst to Global Head and the evolution of Morgan Stanley's real estate business before, during, and after the Global Financial Crisis. We cover the firm's thematic approach to investing behind structural demand tailwinds, combination of global perspectives and on-the-ground teams, operational improvements to assets, portfolio construction, and themes across industrial real estate and infrastructure, senior housing, and net lease properties. We also touch on riskier areas of real estate and Lauren's new role adding infrastructure to her real estate oversight.   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)  

Microsoft jumped 15 percent after reporting growth from its Azure business, Rahul Shah CFP CRPC regional director partner of EP Wealth Advisors discusses financial planning, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Wall Street stocks fall as the return of Iran-US hostilities sends oil 7 percent higher, President Donald Trump said that the U.S. will be hitting Iran "hard" in response to the surprise attacks, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Earnings this week from Amazon, Meta Platforms and Microsoft, Rahul Shah CFP CRPC regional director partner of EP Wealth Advisors discusses financial planning, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

In this short video, Charles explains single stock risk, why "they're in different sectors" isn't the protection people think it is, and the concentration approach he prefers instead. If your portfolio holds just three, four, or five individual stocks, you may be carrying more risk than you realize. Four can perform beautifully — and one bad position can pull your whole year down. How many individual stocks are in your portfolio right now? Drop the number below

The market positively reacted to a pause in fighting between the U.S. and Iran over the weekend, Semiconductor stocks were down broadly, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

What to keep an eye out for with the latest Tech Revolution, What to know about Peptides, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

On this special segment of The Full Ratchet, the following Investors are featured: Natalie Dillon of Maveron Larry Cheng of Volition Capital Ben Black of Akkadian Ventures and Powerlaw Corp Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Oil prices surged amid escalating conflict in the Middle East, Rahul Shah CFP CRPC reginal director partner of EP Wealth Advisors discusses gifting wealth to your heirs, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios 

In this episode we answer emails from The Nameless One, Jebenizer, and C.M. We discuss practice drawdown portfolios, an unusual deferred pension cash build-up situation and how to handle it, assets that benefit from inflation, and simple rules for contributions and rebalancing that reduce taxes and stress.  And we share an update about Frank's Mom.Links:Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterRose Vasquez Memorial:  Rose Vasquez Memorial Service July 15, 2026Bigger Pockets Money Podcast #1:  The Secret to a 5% Safe Withdrawal Rate | Frank VasquezBigger Pockets Money Test Risk Parity Style Portfolio:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)Afford Anything Podcast #618:  They Ran Out of Money. I Didn't. Here's Why.Afford Anything Risk Parity Portfolio Blueprint:  Afford Anything frank-vasquez-risk-parity-portfolio-BluePrint.pdf - Google DriveSlide Deck:  Afford Anything Episode 618 RPR Basics Slide Deck.pdf - Google DriveVideo Summary:  Afford Anything Episode 618 Video Summary.mp4 - Google DriveBreathless Unedited AI-Bot Summary:A retirement portfolio is one thing on paper and something else entirely when you have to live with it. We start with a quick personal update, then jump into listener emails that turn risk parity investing into hands-on decision-making you can actually copy and test. Along the way, we talk about the “Top of the T-shirt” charity campaign and why we keep the show sponsor-free, then pivot into the kind of practical portfolio questions that show up right before retirement.One listener builds a $10,000 drawdown portfolio as a practice run while still in the accumulation phase. The rules are clear: rebalance annually, withdraw 5% of the original amount every year, increase that withdrawal by CPI, and do not save it. We dig into why this simple experiment is so effective for building confidence with withdrawals, rebalancing discipline, and the real emotions that come with spending from an investment account. We also connect it to the Golden Ratio portfolio concept and how diversified asset allocation can support higher safe withdrawal rates.Another listener has a rare situation: a deferred pension option that forces pension payments into a tax-deferred account earning a flat 4%, creating a growing cash-like allocation with limited liquidity. We explain how to treat that cash as part of the total portfolio right now, how it can change your stock and bond mix, and what to do when the funds become available. We also tackle inflation hedging for retirement planning, including why Treasury bonds suffer in inflation, how value stocks like property and casualty insurers can help, and why managed futures can be a powerful inflation hedge.If you like clear rules, real portfolios, and honest trade-offs, subscribe, share the episode with a friend, and leave a review so more do-it-yourself investors can find us.Start with this DescriptionSupport the show

Building wealth through real estate isn't about finding the perfect deal—it's about building a repeatable system. In this episode, Jim Oliver sits down with commercial real estate broker and author Brent Sprenkle to discuss the principles behind creating a billion-dollar real estate portfolio. Drawing from decades of experience and stories from investors who have built extraordinary wealth, Brent explains why getting started matters more than getting everything perfect. They explore how successful investors use leverage, equity, partnerships, and long-term thinking to grow from a single property into substantial portfolios. Whether you're buying your first rental or looking to scale, this conversation offers practical insights that stand the test of time. Key Takeaways - Start with one property and let experience guide your next move. - Wealth grows by reinvesting equity instead of spending it. - Great investors build relationships before they raise capital. - Real estate rewards patience, consistency, and disciplined execution. - Communication skills can be just as valuable as investment knowledge. Chapters 00:00 From Engineer to Real Estate Broker 04:28 The Stories Behind Billion-Dollar Portfolios 12:24 Choosing Your First Investment Property 17:12 How Investors Scale With Equity & Partnerships 28:34 The One Book Every Investor Should Read 31:58 The Best Advice for Building Wealth ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.  

Why the financial world is paying attention to Psychedelic Drugs, What Financial Planning looks like today, Next Pints and Portfolios will be in Sunnyvale this Saturday July 18th from 11:30am to 1:30pm with EP Wealth Advisors

Why the financial world is paying attention to Psychedelic Drugs, What Financial Planning looks like today, Next Pints and Portfolios will be in Sunnyvale this Saturday July 18th from 11:30am to 1:30pm with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Latest in Earnings News, Tony Mendes from Bay Area Loan Source on real estate today, Next Pints and Portfolios will be in Sunnyvale this Saturday from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Patrick O'Hare of Briefing.com on the current markets, Tony Mendes from Bay Area Loan Source on real estate today, Next Pints and Portfolios will be in Sunnyvale this Saturday from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Goldman Sachs and Bank of America has stellar earnings, The consumer price index in June fell 0.4 percent on the month bringing the annual inflation rate to 3.5 percent, Next Pints and Portfolios will be in Sunnyvale this Saturday from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

President Donald Trump announced he was reinstating what he called a blockade on Iranian shipping through the Strait of Hormuz, Oil prices jumped more than 5 percent to top 75 dollars, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

While Pat is on vacation, Scott and partner advisor Richard Del Monte break down two high-stakes financial scenarios that highlight the difference between "good on paper" and "good in practice." Through two detailed caller case studies, they explore: Case Study 1: The $450k New Doctor. After 15 years of medical training, a 32-year-old is finally hitting a massive salary. But with multiple retirement options like 403(b)s and non-governmental 457 plans, her father is worried about "tying her hands" too early. Scott and Richard explain why some retirement plans are actually "traps" for young high-earners and how to use the "mega backdoor" Roth to maximize flexibility. Case Study 2: The $1.1M Retirement Reality Check. A couple plans to retire next year with just over $1 million, but they're facing $125k in immediate "one-time" expenses for a wedding and new vehicles. The duo discusses the "4% Rule," the danger of "confusing a bull market with brilliance," and why a 19% return today doesn't guarantee a stress-free tomorrow. The Philosophy of Work: Richard Del Monte shares his personal "25-year plan" at age 70 and discusses why the most successful people often choose engagement over a traditional retirement.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.

Investing in brands, Wall Street facts to remember, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u        

Chipmakers rise and Oil Prices fall, Equity markets tried to recover despite renewed U.S. Iran tensions, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Patrick O'Hare of Briefing.com on the current markets, The latest attacks have reminded investors that a lasting agreement between the U.S. and Iran is far from guaranteed, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Investment rules throughout your life, Retirement Rules to remember, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors