Podcasts about private investments

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.

A big part of the federal budget rests on the assumption that its measures will spur the private sector to invest in Canada…a lot. It's projecting a half-trillion worth of investment. But at a time when Canada is suffering from sluggish productivity and the impact of U.S. tariffs, how realistic is it to expect businesses to invest?James Bradshaw covers institutional investing for The Globe and Mail. He explains how the government is trying to spur 500-billion dollars in investments from the private sector, and how something called a ‘productivity super deduction' is meant to fix an issue that has long plagued the country.Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of ArchName: Ryan EisenmanTitle: Co-founder and CEOCompany Name: ArchWebsite: www.arch.comRyan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What started as a tool for collecting K-1s is now used to automate portfolio management and analysis by over 475 institutional clients, private offices, banks, and investment advisors, with $275B in assets on the platform. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is headquartered and building in-office.About Arch:Arch is a digital way to track all private market investments.Arch consolidates data from over 800 fund portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. Read about our Series B here.

Plug: Author of Gratitude, Strength, and Opportunity: Living for Today and the coming book Escape Plug: Managing Partner of Delos Capital Plug: https://www.deloscap.com/team/matthew-constantin SPEAKING POINTS: A true story of paradise, poison, and a man's encounter with near-certain death in the Caribbean Actual events that occurred beginning in April 2021. I have chosen to anonymize the island because what happened to me during that period was unfortunately not an isolated event confined to that one island but occurs all too frequently in destinations around the globe. To be clear, to me HAPPENED, and continues to HAPPEN… Government expands travel warnings after surge in deadly fake alcohol poisonings / Personal Story *https://www.foxnews.com/travel/government-expands-travel-warnings-after-surge-deadly-fake-alcohol-poisonings *https://nypost.com/2025/10/25/lifestyle/travel-warnings-expand-after-surge-in-fake-alcohol-poisonings/ *https://www.youtube.com/shorts/Hr3qYTafe8M Matt is also the author of Gratitude, Strength, and Opportunity: Living for Today. Gratitude, Strength, and Opportunity: Living for TODAY is a thought-provoking and interactive work with the potential to fundamentally change lives. Author Matt Constantino offers a simple yet profound catalyst for daily reflection, affirmation, and action that is accessible for readers of any age and from every walk of life. With a laser-sharp gift for self-examination, he not only demonstrates the system of daily insights that he and his close-knit yet diverse "tribe" of confidants use to navigate and better their own lives, but also shares a year of searingly unvarnished daily reflections that are deeply powerful in their absolute honesty. Through the author's fearless example, readers who adopt his method can achieve the introspective clarity essential for progress in every facet of their lives. Expertise: Finance Author, Survivor, Money, Finances, Business, Investments Matt Constantino is Managing Partner of Delos Capital and has more than 25 years of experience working with management teams, CEOs, and boards of privately-held businesses. Previously, Mr. Constantino joined Apollo Global Management in 2002, where he was initially a member of the firm's flagship private equity fund, which focused on buyout transactions. In 2006, Matt was promoted to Partner within Apollo. Subsequently, he was named Head of Private Investments for Apollo's Strategic Value Fund, where he focused on lower- and middle-market private equity and special situations opportunities, as well as public and private debt and equity investing. Mr. Constantino also worked with ZS Fund and at Donaldson, Lufkin & Jenrette in its Mergers & Acquisitions Department, and Vision Capital. He has an MBA in Finance from The Wharton School and a BA in Economics from Wesleyan University. Mr. Constantino is engaged in several external organizations, including Smiles Through Cars, Cherish Health, Free a Girl, and Hamptons Youth Camps. Matt is also the author of Gratitude, Strength, and Opportunity: Living for Today.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. Justin Lee, Sr.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. Justin Lee, Sr.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. Justin Lee, Sr.

Join Marina Franklin on the latest Friends Like Us podcast with special guests Jon Laster & Marlon Nichols as they dive into the world of venture capital, diversity in tech, and the untapped potential in Africa. Don't miss this insightful episode!  Jon Laster is known for One Bedroom (2018), No More Mr Nice Guy (2018) and The 2019 ESPY Awards (2019) and check out his new series An Astute Woman Web Series. He is the Founder and C.E.O. of Blapp. Blapp is a Google-based, geo-located app that will tell you all the Black businesses that are right around you. Marlon Nichols is the co-founder and managing general partner of MaC Venture Capital, a leading seed-stage firm renowned for backing visionary founders who redefine industries. Under his leadership, MaC has grown into one of North America's largest seed-stage venture firms, surpassing $600 million in assets under management (AUM). In October 2024, the firm announced the closing of its third fund ($150 million), further solidifying its influence in the early-stage investment landscape. Marlon's portfolio includes industry-defining companies such as Airspace, Blavity, FINESSE, Gimlet Media, MongoDB, Pipe, Purestream, Thrive Market, and Shekel Mobility, among others. His keen eye for transformative opportunities has earned him widespread recognition, including consecutive placements on Los Angeles Business Journal's LA500 (2022–2025) and Business Insider's Seed 100 (Top Early-Stage Investors) for four years. Additionally, he ranks 25th on the Kauffman Fellows Fund Returners Index and has been featured in PitchBook's 25 Black Founders and VCs to Watch for six years. His expertise is frequently sought by top media outlets such as Axios, CNBC, Fortune, and more. A passionate advocate for diversity and inclusion, Marlon serves on the board of Kauffman Fellows, working to expand representation for underrepresented minorities in venture capital. With a unique blend of technology acumen and leadership principles shaped by his athletic background, he actively mentors CEOs, fosters strategic partnerships, and helps founders scale their businesses into market leaders. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch  

Discover how Anton Mattli of Peak Financing unpacks decades of wisdom from his global banking and real estate journey — from Zurich to New York to Dallas — revealing how he's advised family offices and high-net-worth investors in deploying billions into commercial and multifamily assets. Anton breaks down how the JOBS Act reshaped the syndication landscape, why institutional players weather downturns better than most, and how syndicators can still thrive by strengthening partnerships and structuring smarter deals. He also shares critical insights on today's lending environment, the future of bridge loans, and the pros and cons of fund-of-fund models. This is a must-listen for serious investors looking to master the art of capital structure, syndication, and sustainable growth in today's evolving real estate market.5 Key TakeawaysHow the JOBS Act Transformed Syndication – Anton explains how the JOBS Act opened the door for private placements, making syndication scalable and accessible to a broader investor base Why Institutional Players Are More Resilient – Large institutional investors leverage lower debt ratios and stronger capital reserves, allowing them to withstand market corrections more effectively than smaller syndicators The New Rules of Lending – Post-2022, lenders have become far more cautious, scrutinizing both sponsors and properties with greater rigor before extending loans or renewals Common Pitfalls Among Syndicators – Many operators fell into the “extend and pretend” trap, relying on bridge loans and preferred equity to delay issues rather than strengthen fundamentals Fund of Funds vs. Fund of Fund Managers – Anton details the risks of fund-of-fund models when due diligence is weak, cautioning investors to distinguish between true fund management and simple marketing plays About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Steven Olenick with Mintz says sports holds a $1 to $2 trillion value in the private equity markets. He points to scarcity in opportunities for investment that make sports so lucrative. As markets navigate what Steven calls the "beginning stages" of these investments, he highlights how private equity firms played a role in improving franchises and experiences over the years.======== 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

Is a reduction in cardboard demand a warning sign of a slowing economy? The simple answer is yes, but it also is one of many indicators we are seeing. Cardboard is used in many items in the economy from pizza boxes to the multiple items you get delivered from online stores. The numbers show that box shipments after reaching record highs during the pandemic are now down to levels not seen since 2016. If you look at a per-person basis, the numbers are pretty staggering, as they are down over 20% from their 1999 peak. Part of this decline could be from companies like Amazon that have reduced cardboard consumption by shipping some items in paper and plastic mailers and potentially even becoming more efficient in their packaging practices, I remember seeing many times a box inside of a box. From what I can tell, I think they no longer do that, which would be a big reduction in cardboard. The price of container board has been on the rise over the years, which can cause users of cardboard to reduce their consumption as the price of corrugated sheets has risen 30% from six years ago to $945 per ton. I would not predict based on this data about cardboard that the economy is heading into a recession, but it is something definitely worth adding to the list to remember!   Will the revenue from AI cover all the debt and expenses it created? AI is definitely part of the future, but has overbuilding surpassed the revenue that it can create? When one steps back and looks at the numbers they are staggering. Over the past three years, major tech firms have committed more funds towards AI data centers than it cost to build the U.S. interstate highway system that took 40 years to build. These numbers are even adjusted for inflation. In the next five years, the AI infrastructure spending will require $2 trillion in annual AI revenue. If you think that's a lot of revenue you are correct. In 2024 the combined revenue of Amazon, Apple, Alphabet, Microsoft, Meta and Nvidia did not hit $2 trillion. It is also five times the amount of money spent globally on subscription software. Consumers have enjoyed the free use of AI, but it appears for businesses paying more than thirty dollars a month per user is the breaking point. AI executives claim the technology could add 10% to the global GDP in the years to come. With that thought they are saying the benefit comes when it can replace a large number of jobs and that the savings would be enough to pay back what they invested. My question is, if you're replacing all these jobs, consumers will have less money to spend and probably won't need or care about AI. There are many history lessons about bubbles that did not pay off because of the over excitement on inventions with such things as canals, electricity and railroads just to name a few. People may remember the excitement over the Internet and the building of tens of millions of miles of fiber optic cables in the ground. The amount spent was the equivalent to about one percent of the US GDP over a half a decade. The justification from the “experts” was that the Internet use was doubling every hundred days. The reality was only about 1/4 of the expectation came to fruition with traffic doubling every year. Most of the fiber cables were useless until about 10 years later thanks to video streaming. A report out of MIT said they found 95% of organizations surveyed are receiving no return on their AI product investments. In another study from the University of Chicago showed that AI chatbots had no significant impact on workers earnings, recorded hours or wages. I still believe AI will be here to stay, but the question is have the expectations gone too far? I think they have!    Finally, some scrutiny on private investments from the SEC! The SEC has an investment advisory committee that was formed back 15 years ago that provides guidance to the regulator. Recently, the committee approved a set of recommendations on how to deal with the private market and protect the less sophisticated investors. The recommendations cover the key problems with private investments for investors, which include how they come up with valuations, how complex they are and that they are not a liquid investment. I thought it was also a wise move that they recommended the SEC demand better disclosures and also who can and cannot invest in private markets. I was very happy to see that they're not just putting across the board if you have a net worth of X amount you can invest in private investments. The recommendation was based on the investor's level of investment sophistication. I'm hoping the SEC comes up with these rules quickly before more people find themselves in a private investment that they cannot get out of and perhaps lose all their money. Today would not be soon enough to pass this legislation. My recommendation is if you're not in any type of private investments, don't go into them! No matter how good your broker makes it sound, remember he or she is likely getting a big fat commission to put your money into these high-risk investments.   Financial Planning: Keeping more of your Home Sale Proceeds Selling your primary residence can result in a substantial profit, but the IRS provides a valuable tax break to help offset that gain. Individuals can exclude up to $250,000 of capital gains ($500,000 for married couples filing jointly) if they've owned and lived in the home for at least two of the past five years. Be careful not to confuse this with selling an investment property, which does not qualify for the primary residence exclusion. Instead, gains from investment property sales may be deferred using a 1031 exchange, where the seller reinvests the proceeds into another investment property. By contrast, with a primary residence sale, you can use the proceeds however you like, and the gain is excluded up to the allowable limit without any reinvestment requirement. Importantly, even if your income exceeds the thresholds for the 3.8% Net Investment Income Tax (NIIT) ,$200,000 for single filers or $250,000 for joint filers, the portion of the gain excluded under this rule is not subject to NIIT. Only any gain above the $250,000/$500,000 exclusion could be subject to the tax. Most states, including California, conform to the federal exclusion, meaning they also will not tax gains up to the $250,000/$500,000 limit. For those expecting taxable gain, timing the sale in a year with lower income can help reduce the capital gains tax rate, since some or all of the gain may fall into the 0% or 15% capital gains brackets. It's also wise to keep records of capital improvements such as remodels, additions, or system upgrades since these increase your cost basis and reduce the taxable portion of any gain. With proper planning, documentation, and a clear understanding of these rules, many homeowners can sell their primary residence while minimizing or even avoiding capital gains tax.   Companies Discussed: AutoZone, Inc. (AZO), Tilray Brands, Inc. (TLRY), Starbucks Corporation (SBUX) & Wynn Resorts, Limited (WYNN)

This week on Payne Points of Wealth, Bob, Ryan, Chris, and Courtney dive into the evolving dynamics of the U.S. labor market. Despite predictions of a slowdown, companies are hesitant to lay off workers—even as hiring remains sluggish. Is this a sign of economic weakness, or are deeper demographic shifts like an aging population and reduced immigration reshaping the workforce?   We also unpack Wall Street's push to make alternative investments more accessible to everyday investors—a movement often branded as “democratization.” While financial firms tout the benefits of private equity and other alternatives, few are talking about the risks. In fact, as retail investors are being encouraged to buy in, institutional giants are quietly heading for the exits. Yale's $41.4 billion endowment is unwinding nearly $3 billion in alternative holdings.   Meanwhile, private credit—a market that barely existed a decade ago—is surging toward $2 trillion. Firms like Apollo and Blackstone are now lending directly to businesses, consumers, and real estate investors, giving regular investors unprecedented access. But is this truly a golden opportunity, or a hidden risk to your retirement? We break down the opaque, illiquid nature of these investments and what they could mean for your long-term financial future.   Tune in for our take on what's really happening in the job market and whether Wall Street's latest pitch is worth your hard-earned dollars.

Joseph Sternberg discusses German Chancellor Friedrich Merz's proposed "autumn of reforms" to revive the stagnant German economy by encouraging private investment, simplifying business processes, and reforming welfare and pension systems. In the UK, Prime Minister Keir Starmer faces severe political issues due to internal Labour Party divisions and voter defections to Nigel Farage's Reform Party. Starmer struggles to persuade voters that his party can address high immigration and culture issues. 1860 BECHTESGADEN

Joseph Sternberg discusses German Chancellor Friedrich Merz's proposed "autumn of reforms" to revive the stagnant German economy by encouraging private investment, simplifying business processes, and reforming welfare and pension systems. In the UK, Prime Minister Keir Starmer faces severe political issues due to internal Labour Party divisions and voter defections to Nigel Farage's Reform Party. Starmer struggles to persuade voters that his party can address high immigration and culture issues. BERCHTESGADEN

Private markets aren't just the playground of institutions and the ultra-wealthy anymore. In this episode, we dig into how access to private credit, equity, and real assets is opening up—and why that shift is changing the way Canadian advisors build portfolios.Raphaëlle Gauthier-Grenier, Senior Director, Investment Solutions – Private Investments at National Bank Investments, and Ross Neilson, Principal at Apollo Global Management, join us for a candid look at the surge of private investing in Canada. Together, we unpack what's driving the momentum, how new fund structures are breaking down barriers, and where private markets really belong in a modern portfolio. From the rise of evergreen fund structures to the behavioral edge of illiquidity, we unpack: Why private markets are gaining momentum with advisors and investors. How fund design and distribution partnerships are breaking down barriers. The role of private credit, equity, and real assets in building resilient, diversified portfolios. Canadian-specific trends in advisor adoption and product scrutiny.If you're an advisor or investor wondering how to balance opportunity with liquidity in a modern portfolio, this episode delivers the insights you need.⏱️ Timestamps & Chapters00:00 – Introduction & guest bios03:00 – The surge in private markets: why now?06:30 – Post-GFC shifts and new demand for capital08:00 – Entrepreneurs and natural fit with private investing10:00 – Democratization of private markets explained13:00 – Technology, fund platforms, and scalable access14:00 – Evergreen vs. closed-end funds: structural innovations18:00 – Liquidity sleeves and investor expectations22:00 – The rise of the secondary market & manager dispersion25:00 – Portfolio construction: private credit, equity & real assets28:00 – The case for minimum allocations & proportional exposure30:00 – Inflation protection, diversification & role clarity33:00 – 90% of $100M+ revenue companies are private—what that means36:00 – Illiquidity premium, behavioral advantages & patience capital37:30 – Canadian market nuances: real estate, private credit, and compliance42:00 – Why private credit is Canada's first step into alternatives46:00 – National Bank Investments' open architecture & Apollo partnership49:00 – Closing thoughts & opportunities ahead#PrivateMarkets #AlternativeInvestments #WealthManagement #PrivateCredit #PrivateEquity #EvergreenFunds #InvestmentAdvisors #PortfolioConstruction #FinancialAdvisors #NationalBankInvestments #ApolloGlobalManagement #InsightIsCapital

We discuss changes to 401k retirement accounts under Trump's executive order.

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this episode, Mark Flickinger returns to discuss why the fall of 2025 presents a unique opportunity for investing in private markets. The conversation covers current market dynamics, the importance of manager selection, and new accessibility options for private market investments. Key Topics Discussed Why Now Is an Attractive Time for Private Markets Valuation opportunities Buy low strategy Market fundamentals Current Market Dynamics Capital constraints Opportunity zone Consolidation potential The Private Market Shakeout Market correction: Approximately 50% fewer venture funds active compared to recent peak years Discipline matters Long-term perspective: Removing the COVID-era bubble reveals a consistent growth trajectory from 2017-forward Increased Accessibility to Private Markets Evergreen funds and BDCs 401(k) developments IRA options: Self-directed IRAs already enabling private market participation with tax advantages Investment Considerations for Ballplayers Manager selection is critical: Not all private equity returns are equal - performance varies significantly by manager Portfolio fit: Best investment available isn't always the right one for individual circumstances Professional guidance: Importance of working with experienced managers who evaluate deals daily Tax efficiency: Private credit investments work well in tax-advantaged accounts Please like, subscribe, and rate this podcast episode of Ahead in the Count! To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

President Trump's August 7 executive order directs the Labor Department and the Securities and Exchange Commission to issue guidance allowing employers and plan sponsors to include various private assets in 401(k) plans and other defined contribution plans. The permitted assets could include private equity, hedge funds, private credit, real estate investment trusts (REITS), venture capital funds, and crypto-assets. The program discusses the potential risks posed by such alternative assets to investors in defined contribution plans. Three experts in the field explain the President's order and its potential impact: Art Wilmarth, professor emeritus of law at GW Law School, Hilary Allen, Professor of Law at the Washington College of Law at American University, and Amanda Fischer, Policy Director and Chief Operating Officer for Better Markets. Don Resnikoff participated as co-moderator. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations.

Yet another warning on private investments! I remember hearing about a company by the name of Yieldstreet a few years ago and how it was a new way for smaller investors to get access to private investments and diversify away from stocks. The company promoted their platform with the tagline, “Invest like the 1%.” Unfortunately, it is now coming out that several investors may have lost everything they invested in the platform. One gentleman shared with CNBC how he invested $400,000 in two real estate projects: A luxury apartment building in downtown Nashville overseen by former WeWork CEO Adam Neumann's family office, and a three-building renovation in the Chelsea neighborhood of New York. Each project had targeted annual returns of around 20%. After three years, Yieldstreet declared the Nashville project a total loss, which wiped out $300k of his funds and the Chelsea deal needs to raise fresh capital or it will face a similar fate. Unfortunately, he is not alone and CNBC reviewed documents that show investors put more than $370 million into 30 real estate projects that have already recognized $78 million in defaults in the past year. Yieldstreet customers who spoke to CNBC say they anticipate deep or total losses on the remainder. Looking into this platform in more detail, it's crazy what they were doing. Their portfolio doesn't just consist of real estate as there is also private equity, private credit, art, crypto, and other less common investments. It appears Yieldstreet makes money by charging a management fee of around 2% on invested funds. The craziest part to me though was in several cases, Yieldstreet went to its userbase to raise rescue funds for troubled deals and told members the loans combined the protections of debt with the upside of equity. But in one case, a $3.1 million member loan to rescue a Nashville project was wiped out after just a few months! One of the big problems with these platforms is professional large investors are more disciplined when looking at investing in this space and the smaller players may be getting the bad deals that are passed over by the more established players. It's unfortunate to see people lose money like this, but this is why I avoid the private investment space. There is just not enough clarity and in many cases these platforms seem to be in it for themselves rather than for their investors. I will continue to invest in good, quality equities as I worry, we will continue to hear stories like this from investors who put money into private investments thinking they were investing in a safer asset, just to find out years later there is nothing left.     Will tariffs hurt this holiday season? Here we are already at the end of August and before you know it, you'll be thinking about putting out the Christmas lights and decorating your home. For the past few years, we have seen growth in holiday sales, but this year could be different as it appears from recent conference calls from CEOs at Walmart, Home Depot and Target that they are seeing the tariff increases starting to come through. During his recent conference call, the CEO of Walmart, Doug McMillon, said that the impact of tariffs has been gradually increasing to protect the consumer, but he also said that the company is seeing cost increases each week as it rebuilds inventories with new products post tariff. He also mentioned that they may not be able to protect the consumer from rising prices much longer. What is also bad about this is that retail sales may rise, but consumers will receive less product to put under the Christmas tree considering sales are not adjusted for inflation. This could be the delayed inflation that Jerome Powell and the Federal Reserve has been waiting for and unfortunately, it may show up when people begin shopping for Christmas gifts. Maybe there should not be an interest rate cut in September after all?    Should you work in retirement? When many people are in their working years, they can't wait to retire so they can do what they want to do. For some people that retirement works out well, but science has shown that there's health benefits to working in retirement along with financial benefits. The health benefits would include more physical activity as you're not laying around the house or sitting in the rocking chair on the front porch. Instead, you're moving around walking places and staying active. Working also helps you stay connected with other people, which has been proven to extend your life. The financial benefits from working in your later years would include taking out less from your retirement accounts to maintain a good lifestyle. Also, you can hold off on Social Security which means you'd get a larger Social Security check when you do decide to collect. The type of work you do depend on you and some people in retirement have started a second career that is a job that they always wanted to do. Some people just work part time to stay active and involved. If you're in retirement, you can take a low stress job because you don't really need all the income to cover your expenses as long as you have the financial accounts/investments to do so.   Financial Planning: The challenge of creating retirement income For decades, American workers relied on pensions, but today retirement security largely depends on defined contribution plans like the 401(k), where the burden has shifted to the individual saver. The real challenge comes when it is time to turn a pile of assets into a reliable, inflation-adjusted income stream that can last 20–30 years. Some retirees look to CDs and Treasury bills, which are guaranteed and currently pay about 4% interest, but they offer no appreciation to offset inflation and yields will likely decline as short-term rates drop. Corporate bonds may provide a slightly higher return, but they come with interest rate, credit, duration, and reinvestment risks that often outweigh the modest extra yield. Others consider annuities, which can create a pension-like income stream, but these require handing over principal, and because they are designed by insurance companies, the terms typically favor the provider rather than the investor. High-dividend stocks can also be appealing, but they may be a trap, as struggling companies often have elevated yields due to falling stock prices, which can be compounded further if the dividend is cut. On the other end of the spectrum, broad market indexes like the S&P 500 and Nasdaq have been popular for growth, but their dividend yields remain low, around 1.2% and 0.8% respectively, forcing investors to sell shares for income, and poorly timed sales can shorten portfolio longevity. Even dividend aristocrats, known for steadily increasing payouts, currently only yield about 2% to 2.5% on average. There is no simple solution, but one truth stands out: accumulating assets is very different than generating income from them. Retirees need a clear income plan before leaving the workforce in order to maximize both security and enjoyment in retirement.   Companies Discussed: Cracker Barrel Old Country Store, Inc. (CBRL), Zoom Communications Inc. (ZM), Ralph Lauren Corporation (RL) & Viking Holdings LTD. (VIK)  

Your 60-second money minute. Today's topic: Retirement Savings In Private Investments...Debate

We'd love to hear from you. What are your thoughts and questions?In this episode, Dr. Allen Lomax interviews Louis O'Connor about the strategic metals market, focusing on the importance of rare earths in modern industry and the investment opportunities available to private investors. They discuss the dominance of China in the rare earth market, the characteristics that make certain metals valuable, and the challenges faced by the U.S. in producing these materials. O'Connor shares insights on how private investors can safely enter this market and the future of rare earths in the context of global supply chains and geopolitical tensions.Main Points:The key to wealth may lie in strategic metals.Strategic metals are crucial for modern manufacturing.China dominates the rare earth market.Private investors can access the supply chain.Rare earths are essential for technology and defense.Investment in metals can be inflation-proof.The U.S. is lagging in rare earth production.Education in metallurgy is critical for future production.The market for rare earths is expected to grow.Future planning is essential for successful investing.Connect with Louis O'Connor:louis@strategicmetalsinvest.comwww.strategicmetalsinvest.comhttps://www.linkedin.com/in/louis-o-connor-a583341b8/https://www.facebook.com/StrategicMetalsInvesthttps://www.youtube.com/@strategicmetalsinvest

The following article of the Energy industry is: “Mexican Energy Sector: Between New Rules and the Urgency to Attract Private Investment” by Fernando Cruz Galván, Director, Energy and Board Member, Kannbal Consulting.

This week on the Retirement Quick Tips Podcast, I'm ranking the worst investments for retirees. These investments are ones that I have never recommended and it's because after 17 years, I've seen them backfire - and in some cases, ruin someone's finances in retirement.  Today, I'm talking about private investments…  

My guest today is Peter Lacaillade. Peter is the Chief Investment Officer for Private Investments at SCS Financial and has built one of the most respected private equity allocation platforms in wealth management, overseeing $50 billion for ultra-high-net-worth families and earning the same access as top-tier endowments. He shares how SCS's pooled vehicle structure enables them to compete with institutional giants for the best funds, avoiding the adverse selection that plagues most wealth platforms. Peter shares his investment philosophy across lower middle market buyouts, emerging independent sponsors, and early bets on category-defining managers like Thrive Capital and Shore Capital. We discuss what separates exceptional private equity managers, the evolution of the industry toward AI-powered strategies, and private markets going mainstream. Please enjoy this conversation with Peter Lacaillade. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:31) Advantages of Private Equity Over Public Markets (00:08:59) Talent Acquisition and Growth at SCS (00:10:28) SCS's Wealth Management Strategy (00:19:51) Challenges and Risks in Private Equity (00:26:06) The Future of Wealth Management (00:12:42) Trends in Private Equity (00:20:14) Challenges and Risks in Private Equity1 (00:22:58) Building Successful Private Equity Partnerships (00:26:06) The State of the Wealth Management Industry (00:35:07) Lower Middle Market Buyouts and Independent Sponsors (00:49:38) Introduction to Long Lake and Its Innovative Approach (00:50:21) AI-Powered Tools for Homeowners Associations (00:52:46) Permanent Capital Vehicles vs. Drawdown Funds (00:54:26) The Rise of Holding Companies (00:57:03) Emerging Trends in Venture Capital 01:05:44) The Role of Endowments and Liquidity Solutions (01:10:40) Jake and Frank's Partnership (01:13:57) The Kindest Thing Anyone Has Ever Done For Peter

Jonathan Booth, Chartered Financial Analyst and CPA accredited in business valuation, joins Discover Lafayette to share his remarkable journey from being a young boy of 11 years of age falling in love with stock investments to CEO and Managing Partner of Booth Laird Capital Management, a boutique investment firm based in Lafayette. “My uncle would buy me stock in McDonald's…that was my birthday and Christmas present every year from all the family members instead of toys.” Jonathan's early exposure to investing—paired with a deep appreciation for Warren Buffett's philosophy of buying undervalued companies with strong fundamentals—set the tone for a career defined by rigorous analysis and long-term strategy. He emphasizes patience and discipline, especially in volatile markets: "I loved it. My uncle and I would go over the earnings releases. By the time I was in high school, I was managing my own portfolio of stocks. When I was 19, he took me to the Berkshire Hathaway annual meeting, Warren Buffett's company. They call that the Woodstock for capitalists. It's a chance to listen to Warren Buffett talk for six hours. I didn't know what to expect, but you just sit there and listen to the Oracle of Omaha, as they call him, spew wisdom." A passionate and disciplined financial strategist, Jonathan also serves on the board of FlyGuys, the Lafayette-based drone data company in which Kevin O'Leary of Shark Tank fame recently invested $3 million in a $13 million Series A-1 funding round and led the round; O'Leary's Wonder Fund investment will accelerate software innovation, expand global reach, and strengthen the commercial drone workforce. Quote from Kevin O'Leary on LinkedIn: "Big news. I recently led a $13 million Series A-1 round through the Wonder Fund North Dakota. The investment went into a company that's redefining how the physical world feeds the AI economy.Meet FlyGuys — a national network of over 16,000 FAA-certified drone pilots powering the capture and delivery of reality data at scale. From thermal roof scans to solar inspections, agriculture, and infrastructure, they handle it all. FlyGuys is the connective tissue between AI platforms and the physical world.I backed this team because their software is built to scale, their operations are rooted in service and precision, and their impact is real. AI platforms depend on clean, reliable inputs, and FlyGuys delivers exactly that. They're not just serving today's use cases, they're building global infrastructure for tomorrow's AI economy, while creating new income opportunities for drone pilots around the world. Data is the new oil. AI can't function without it. FlyGuys is building the pipeline." A native of Baton Rouge, and graduate of Catholic High and LSU, Jonathan originally pursued accounting. "I got a scholarship from the College of Business, and I chose accounting because I already did it. After my first semester, my professor hired me to work at his private accounting practice because I did pretty well in the class. And so I just kept getting pulled along into accounting and got my bachelor's and master's in accounting. Jonathan's performance earned him a rare honor: “I passed the CPA exam in 2006 with one of the ten highest scores in the world, known as the Elijah Watt Sells Award.” He also passed all three levels of the Chartered Financial Analyst (CFA) exam (a minimum of three years of exams) on his first attempt. While working at Ernst & Young, Jonathan maintained his passion for investing, ultimately founding Booth Laird Capital Management. Alongside his partner Kevin Laird, Jonathan focuses on concentrated investment strategies, targeting exceptional businesses and waiting for undervaluation. “We call them compounding machines,” he explained. "The term 'hedge fund' scares a lot of people, but it's truly just the way the fund is structured. It allows us the ability and freedom to invest more as we see fit.

Cricket Australia has the consultants' report telling them what they probably already knew. To compete with global franchise cricket leagues, the BBL needs private investment. Who would these new owners be? How might it change the game in Australia? Are our long-held traditions at risk? We break it down. Featured: Daniel Brettig, senior cricket writer, The Age.Subscribe to the ABC Sport Newsletter

Your 60-second money minute. Today's topic: Your 401k Could Offer Private Investments

You might not know it, but you interact with space technology countless times on a daily basis. In fact, the space economy has become so ubiquitous that some estimate that its value could reach as high as $1.8 trillion by 2035. On this episode of Next Giant Leap, hosts Mike Massimino and Mike Greenley are joined by Alex MacDonald, former Chief Economist at NASA. They discuss the surprising history of private investment in the space industry, the many reasons for the current boom, and how you might get a job in the space world.Hosts: Mike Greenley, Mike MassiminoGuest: Alex MacDonald Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

You might not know it, but you interact with space technology countless times on a daily basis. In fact, the space economy has become so ubiquitous that some estimate that its value could reach as high as $1.8 trillion by 2035. On this episode of Next Giant Leap, hosts Mike Massimino and Mike Greenley are joined by Alex MacDonald, former Chief Economist at NASA. They discuss the surprising history of private investment in the space industry, the many reasons for the current boom, and how you might get a job in the space world.Hosts: Mike Greenley, Mike MassiminoGuest: Alex MacDonald Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Andrew, Thomas, and Tom discuss this morning's PPI data, the U.S. trade deal with Indonesia, and Trump's executive order to include private investments in 401(k) plans. Song: Trippin' on a Hole in a Paper Heart - Stone Temple PilotsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Former Mizzou Tiger and president of 329 Services, Kenge Stevenson, talks about how explosive pricing has grown for NBA teams. The Los Angeles Lakers just sold for $10 billion. Kenge offers his own experiences to explain why valuations for teams soared in recent years. Private investment firms are also capitalizing on the trend.======== 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

01st July: Blockchain DXB podcast

Rich Carson (Managing Director, Private Investments, Cambridge Associates) and Jerry Smith (Private Markets Product Strategy Lead, Mercer) join our hosts to discuss a new private markets collaboration between their firms and S&P Global. They explain how this initiative will improve the communication between GPs and LPs and support decision-making, by enhancing the sharing of performance data. Rich and Jerry also share their thoughts on the evolution of the private investment industry. More S&P Global Content:  Software, services & solutions to power growth in the Capital Markets [Blog] As LP-GP relations evolve, the need for a clearinghouse of data is increasing Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Rich Carson, Cambridge Associates and Jerry Smith, Mercer Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence   FOR INSTITUTIONAL INVESTOR USE ONLY. The information contained in this video is provided for educational and illustrative purposes only and is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change without notice. The material was prepared without regard to specific objectives, financial situation or needs of any investor. Reliance upon information in this video is at the sole risk and discretion of the viewer.

Gene Tunny and John Humphreys dissect the causes behind Australia's productivity slump, analysing recent GDP data, labour market policies, and regulatory constraints. They debate whether tax cuts should precede spending cuts and question the effectiveness of central planning and government intervention (i.e. ‘picking winners') in driving innovation. John is Chief Economist at the Australian Taxpayers' Alliance (ATA). This episode is the audio of an ATA livestream on 12 June 2025.Please email Gene your thoughts on this episode via contact@economicsexplored.com.TimestampsNational Accounts and Productivity Concerns (0:00)Government's Productivity Roundtable and Regulatory Reforms (4:34)Economic Policy and Institutional Reforms (8:19)Challenges in Private Investment and Productivity Measures (13:56)Industrial Relations and Labour Market Reforms (18:14)Housing Market and Regulatory Barriers (22:56)Tax Reforms and Fiscal Responsibility (29:59)Superannuation Tax Changes and Political Implications (47:15)Conclusion and Future Prospects (57:22)TakeawaysAustralia is in an 8-year productivity slump, with minimal growth in GDP per hour worked and GDP per capita declining in most recent quarters.The Albanese Government's proposed productivity roundtable is met with scepticism, particularly due to its unwillingness to touch industrial relations.Private investment remains weak, threatening future economic growth despite government spending and immigration-fueled expansion.Superannuation changes are controversial, especially the proposal to tax unrealised gains and the lack of indexation, prompting fears of unfair treatment of self-managed funds.Regulation, housing policy, and taxation are significant barriers to productivity; both speakers call for serious reform and question whether centralisation in Canberra helps or hinders progress.Links relevant to the conversationATA livestream (i.e. video of this episode):https://www.youtube.com/live/lDlner_PHc0?si=1M9krIiPwvIcFxLsATA website:https://www.taxpayers.org.au/Australia's National Accounts:https://www.abs.gov.au/statistics/economy/national-accounts/australian-national-accounts-national-income-expenditure-and-product/latest-releaseLumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLOREDPromo code: 10EXPLORED 

Clean energy industries like wind, solar, hydrogen, and others are bringing billions of dollars to Louisiana...but President Trump's Big Beautiful Bill could put all that in jeopardy. We break down how this could impact the state with Greg Upton, Director of LSU's Center for Energy Studies

In this episode of Retire with Style, Wade Pfau and Alex Murguia explore the world of alternative investments, with a focus on private equity and private credit. They discuss what it means to be an accredited investor, the different types of private equity investments, and the typical life cycle and structure of private equity funds—including the roles of general and limited partners. The conversation also covers key risks, such as liquidity constraints and valuation challenges, and explains how private investments can fit into a broader retirement income strategy. Wade and Alex highlight the growing accessibility of these investments for retail investors, the rise of private credit markets, and the relationship between volatility and expected returns—underscoring the importance of understanding risk when evaluating investment decisions. Listen now to learn more!   Takeaways:  Private Equity Private equity involves investing in private companies rather than publicly traded stocks. The main types of private equity are venture capital, growth equity, and buyouts. These funds typically follow a seven- to eight-year life cycle and are structured with general partners (who manage the fund) and limited partners (who provide capital). Carried interest is a key component of compensation for general partners. Liquidity is a major concern—investments are often locked up for long periods. Valuing private companies is often opaque and can mislead investors. In venture capital, most returns come from a small number of successful investments. Private equity can provide diversification benefits in a broader portfolio. Private Credit Private credit focuses on lending, often to individuals or private firms, and is distinct from private equity. These investments are gaining popularity, driven by institutional demand and the search for yield. Platforms like iCapital are increasing access for individual investors. Private credit can offer higher yields than traditional fixed income but also comes with unique risks. Investment Strategy and Risk Alternative investments are growing in popularity, especially among individual investors. Risk and return must be evaluated together—volatility alone does not guarantee higher returns. Effective portfolio construction requires understanding how different asset classes interact. Investors should avoid diversifying blindly and instead understand the specific risks of each investment.  Chapters 00:00 Introduction to Alternative Investments 04:25 Understanding Private Equity 10:27 Types of Private Equity Investments 18:52 The Private Equity Life Cycle 26:36 Structure and Function of Private Equity Funds 28:08 Risks and Considerations in Private Equity 29:15 The Illusion of Valuations 31:43 Democratization of Investment Access 32:12 Understanding Private Credit 35:33 The Growth of Private Credit Markets 41:03 Integrating Private Credit into Portfolios 45:17 Volatility and Expected Returns   Links Curious about alternative investments but not sure where to start? Join Alex Murguia for the latest Retirement Researcher Academy Workshop: Know Before You Invest: Understanding Alternative Investments and get the clarity you need: https://retirement-researcher.ontralink.com/tl/538   Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it!   Join Us Live on YouTube – June 2nd at 2PM ET! Want to go beyond the podcast and be part of the conversation in real time? Wade and Alex will be hosting a special Retire With Style YouTube Live session, where you can ask your retirement questions and get answers on the spot.   Head over to our YouTube channel now, hit Subscribe, and click the bell to get notified when we go live. We'll see you there! https://www.youtube.com/@retirewithstylepodcast   The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/   This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”

The U.S. just received a downgrade to its credit rating, should you worry? Last week, Moody's announced it downgraded the United States sovereign credit rating from AAA to Aa1. While a downgrade is important to understand and can have negative consequences for interest rates, this downgrade did not seem too problematic. I mainly say that because Moody's was the last major credit rating agency to have the U.S. at the highest possible rating. The first downgrade carried the most weight in my opinion as it had the highest shock value. Standard & Poor's was the first to move in August 2011 and the stock market fell 6.66% the session after the announcement. Fitch then lowered its rating on U.S. debt in August 2023 and the stock market lost 1.38%. After this Moody's downgrade the stock market seemed to have little reaction as it actually had a small increase following the news. While this downgrade may sound scary, I don't believe it will have long term consequences considering the fact that US debt is still viewed as a very safe asset. With that said, the US does need to address the growing deficit problem as further downgrades from these credit agencies could cause problems.   Demand for electric vehicles is falling dramatically Electric vehicle sales in the month of April declined 5% while the overall car market grew by 10%. This is only the third monthly decline in four years for electric vehicles. The reason for the decline is consumers are watching their spending more than they have in a while and many of the deals and promotions for electric vehicles have disappeared. It was not just Tesla who had difficulty because of Elon Musk's political association, but even Kia, Hyundai and Ford experienced drops. Rivian was hit hardest on their R1T pickup truck as it saw a 50% decline in sales for April. With some of the crazy electric vehicle lease deals gone, consumers are also asking the question about charging related concerns. There are some car buyers who were considering buying an electric vehicle but they said it's not worth the stress of charging your vehicle all the time. It's just much easier to pull into a gas station that is always easy to find. This is only one month of electric vehicle sales and not a trend that has been going on for a while, but with the increased production of oil from OPEC and a large potential supply of oil in the future, gas prices should decline which takes away the incentive of paying more for an electric vehicle.   High risk, private market investments are showing up in more 401(k) plans Another big 401K provider called Empower who oversees $1.8 trillion in 401(k) assets for about 19 million people has decided it will start allowing private credit, equity and real estate in some of the accounts they administer later this year. I think this is a terrible idea for investors. I have seen the back end of these private deals and many times investors have made no money from them and can only get out a little bit of their money at a time, while they are suffering from low returns and high fees. No surprise Wall Street loves these private market investments because of high fees, which range anywhere from 1% to 2% of the portfolio balance on an annual basis. One way they are trying to sneak in the private market funds is with a 10% allocation in the popular target date funds. This is pretty sneaky because you may be thinking you're getting a pretty conservative stock and bond fund that becomes more conservative as you get older, but with a 10% allocation in these private assets I believe it will increase the funds risk and lower the returns going forward. As always, the bankers on Wall Street only care about generating more fees, and don't care if investors lose money as long as they bring in their billions of dollars in profits. If you see these in your 401(k) options, cross them off the list and stick to the traditional long-term investments that have worked for so many years now.   Financial Planning: Who Benefits from the new SALT proposal? The current SALT deduction allows taxpayers who itemize to deduct up to $10,000 of certain state and local taxes, most importantly their state income taxes and property taxes, from their federal taxable income. The new proposal in the House bill would raise this cap to $40,000 for households earning under $500,000, with a phaseout that fully eliminates the expanded deduction at $600,000. Married and single tax filers alike with incomes over $600,000 would be subject to the $10,000 SALT limit. This change is intended to benefit middle- and upper-middle-income taxpayers in high-tax states, while limiting the benefit for higher earners. The proposal also includes annual 1% inflation adjustments beginning in 2026. If the bill is signed into law in its current form, the larger deduction would apply beginning in tax year 2025. If passed, tax payers who make less than $600k in high tax states who own a home with a mortgage will see the biggest tax benefit and they may want to adjust their tax withholdings or estimated tax payments to account for it. However, the bill has not passed the Senate, and the final terms are likely to change.   Companies Discussed: CAVA Group, Inc. (CAVA), First Solar, Inc. (FSLR), Levi Strauss & Co. (LEVI), & UnitedHealth Group Incorporated (UNH)

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. Kyle Schmidt and John Hester explore how the scope and access of private investing have changed. Listeners will hear how recent developments have expanded these opportunities, but with that comes discerning fit. They highlight how BIP has been ahead of the curve in this topic and why. Stay ahead in the count when it comes to the rapidly expanding private market investing with this episode!  Please like, subscribe, and rate this podcast episode of Ahead in the Count! To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

In this episode, Logan is joined by Zach Weinberg (Co-Founder/CEO @ Curie.Bio) and Derek Thompson (writer at The Atlantic) for a candid discussion on the state of U.S. healthcare and scientific progress. They unpack what went right, and wrong, with COVID vaccine policy, the public backlash against mRNA technology, and the ripple effects on trust in science. The conversation also dives into the real reasons behind NIH budget cuts, the economics of drug discovery, and the business incentives in medical R&D. It's a sharp, thought-provoking look at the intersection of policy, innovation, and public perception. (00:00) Introduction to Drug Pricing in the US (00:23) Broad Healthcare Topics and Open-Ended Discussion (02:37) COVID-19 Vaccines: Successes and Public Perception (06:21) The Evolution of COVID-19 and Vaccine Efficacy (07:59) Public Policy and Vaccine Mandates (13:10) Impact of School Closures and Public Sentiment (19:23) NIH Funding and the Importance of Basic Research (25:04) Challenges in Science Funding and Public Perception (35:19) Government vs. Private Investment in Science (36:40) Operation Warp Speed: A Case Study (39:07) Antibiotic Resistance Crisis (43:22) The Drug Pricing Debate (44:05) Challenges in Drug Discovery (54:06) Regulatory Hurdles in Medical R&D (58:06) The Future of Drug Development (01:04:19) Concluding Thoughts Executive Producer: Rashad Assir Producer: Leah Clapper Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Ian Choudri, CEO of the California High-Speed Rail Authority, is advocating for private investment to rescue the state's ambitious rail project. With costs exceeding $100 billion and federal funding at risk, Choudri emphasizes the need for stable financing and public-private cooperation. He is in discussions with Governor Gavin Newsom's administration and lawmakers to secure financial guarantees for private investors. Choudri believes that without private sector involvement, the state may need to issue new bonds or seek federal loans. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. -----  Private equity and private credit are booming—but should they have a place in your portfolio? Vanguard's Fran Kinniry joins Peter Lazaroff to break down the real opportunities, the hidden risks, and the essential considerations for investing in private markets.   Listen now and learn: ► Why companies are staying private longer—and how that changes public markets  ► What investors need to understand about the illiquidity premium ► Why access and manager selection are critical to private investment success ► How private equity and private credit could (or could not) fit into your retirement strategy   Fran also shares his perspective on whether private assets might someday appear in 401(k) target-date funds—and what that could mean for the future of investing. Show notes and links available at thelongterminvestor.com.   (00:00) Introduction to Smart Investing (02:03) The Value of Private Investments (04:30) Understanding Illiquidity Premium (06:29) The Importance of Manager Selection (09:39) Risks of Democratizing Private Equity (11:39) The Rise of Private Credit (14:18) Portfolio Construction Challenges (16:18) Current Income vs. Diversification (18:07) Allocating to Private Markets (20:34) Accessing Private Investments (22:11) Questions for Advisors (24:03) The Future of Private Assets in Retirement Accounts (28:45) Incremental Benefits of Private Assets   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

This week, Peter and Jackie discuss the latest news on the Canadian federal election, including takeaways from the leaders' debate on April 17th and the platform released by the Liberal Party on April 19th. The Conservative Party of Canada (CPC) had not yet released a full platform document at the time of recording.Next, they provide an update on investment in clean energy.  Equity values of publicly traded clean energy companies have fallen for the past four years (as measured by WilderHill Clean Energy ETF). At the same time, based on research by BloombergNEF, the sector registered an increase of 11% in new investment in 2024. The market is becoming bifurcated, with investment in mature and profitable technologies growing, and investment in emerging technologies, which are more dependent on government policy support, declining.  Peter and Jackie also discuss China's dominance in clean energy technology manufacturing and the impact that US tariffs could have on clean energy globally, considering China's strong position and outlook for continuing expansion.  Content referenced in this podcast:Yale Budget Lab's estimate of the US effective tariff rate (April 15)Liberal Platform (released April 19, 2025)BloombergNEF Energy Transition Investment Trends 2025 Edition White House Executive Order “Protecting American Energy from State Overreach” (April 8, 2025)Dan Yergin and Atul Arya “The Troubled Energy Transition: How to Find a Pragmatic Path Forward,” Foreign Affairs (March/April 2025) Nat Bullard Annual Presentation (see slide 135 for China's exports to the US, EU, and Global South)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

***This episode was much delayed by my forgetting to upload it here. The next Nasir Khusraw episode will be along shortly. An 11th-century journey from Jerusalem to Fatimid Egypt. If you like what you hear and want to chip in to support the podcast, my Patreon is here. I'm on BlueSky @a-devon.bsky.social, Instagram @humancircuspod, and I have some things on Redbubble. Sources: Fulton, Michael S. Contest for Egypt: The Collapse of the Fatimid Caliphate, the Ebb of Crusader Influence, and the Rise of Saladin. Brill, 2022. Gascoigne, Alison L. "The Water Supply of Tinnis: Public Amenities and Private Investments," Cities in the Pre-Modern Islamic World The Urban Impact of Religion, State and Society. Edited by Bennison, Amira K and Gascoigne, Alison L. Routledge, 2009. Hunsberger, Alice C. Nasir Khusraw, the Ruby of Badakhshan: A Portrait of the Persian Poet, Traveller and Philosopher. Bloomsbury Academic, 2002. Khusraw, Nasir. Nāṣer-e Khosraw's Book of Travels, translated by Wheeler McIntosh Thackston. Bibliotheca Persica, 1986. Thomson, Kirsten. Politics And Power in Late Fāṭimid Egypt: The Reign of Caliph al-Mustanṣir. Bloomsbury Academic, 2016. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cliff Asness, managing and founding principal of AQR Capital Management, spoke to Barron's about private investments, quant investing, why he's not a big believer in cryptocurrency, the investing mistakes he's made, and more.

Soros Fund Management Chief Investment Officer Dawn Fitzpatrick said investors who shifted to private from public markets are in a “world of hurt” in terms of returns and liquidity. She is joined by Bloomberg's Erik Schatzker.See omnystudio.com/listener for privacy information.

In the first segment of this Going Nuclear podcast, Trevor and Justin discuss insights from the Nuclear Financing Summit, highlighting the growing interest in nuclear energy from tech companies and the implications of political changes in the U.S. They explore the challenges and opportunities in the nuclear sector, particularly in relation to energy demand and the race for artificial intelligence. The conversation also touches on the historical context of nuclear disarmament and its potential impact on the uranium market.In the second segment, the hosts provide an enlightening conversation. Matt Wald discusses his extensive background in nuclear energy journalism, the evolution of nuclear technology, and the current landscape of small modular reactors (SMRs). He emphasizes the importance of integrating nuclear energy into the broader energy system, addressing challenges such as regulatory hurdles and the need for a skilled workforce. The discussion also touches on the political dynamics affecting nuclear energy in the U.S., the rapid nuclear developments in China and India, and the critical need for reliable energy sources to meet growing electricity demands. Wald advocates for a balanced approach to energy production, highlighting the role of nuclear energy in achieving a low-carbon future.

Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 

About the Guest(s): Alyssa McEwen is a dynamic entrepreneur and the CEO of Harmonious, a company revolutionizing the investment industry with technological innovations, especially in fund administration and special purpose vehicles (SPVs). Alyssa resonates with entrepreneurship through her family's business background in Utah. Her expertise expands to managing multiple ventures, including Storybook, where she plays a pivotal role in offering investment opportunities. With a foundation in software engineering, Alyssa is transforming the industry's landscape while advocating for gender diversity and inclusion within traditionally male-dominated financial sectors. Episode Summary: In this fascinating episode of the "Who You Know Show," host Trevor Houston chats with Alyssa McEwen, CEO of Harmonious. Alyssa shares her journey from growing up on a family ranch in Utah to becoming a leading figure in the fintech and investment sectors. Her story is one of grit, perseverance, and innovation, as she seeks to transform the fund administration field using cutting-edge technology. Her insights into creating harmonious business systems and networks are sure to inspire listeners aiming to elevate their professional growth. The conversation dives deep into Alyssa's entrepreneurial experiences, emphasizing the importance of grit and hard work while navigating the business world. She reflects on overcoming industry challenges, the importance of mentorship, and the power of building genuine relationships. Alyssa also discusses the significant impact of harmonious team dynamics and an inclusive company culture in achieving business success. Whether you're an entrepreneur, a job seeker, or someone looking to enhance their professional journey, this episode offers invaluable lessons and inspiration to forge ahead. Resources: Alyssa McEwen LinkedIn: https://www.linkedin.com/in/alyssalmcewen/ Career Transition Summit: https://event.webinarjam.com/register/67/04404igv  LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠ Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠ Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com  Chapters:( 0:00) Alyssa McEwen's Journey to Launching Harmonious in Private Investments (2:46) Lessons in Hard Work and Grit From Ranch Life (5:25) Overcoming Challenges and Building Relationships in Fund Administration (13:33) Discussing Dog Breeds and Pet Ownership (14:16) Overcoming Obstacles and Pursuing Unicorn Status in Fintech (17:47) Alyssa McEwen's Journey to Becoming a Unicorn in Fund Administration

In this episode, we're joined by Pascal Wagner, founder of Grow Your Cashflow, to explore the untapped potential of private investments. Pascal breaks down how real estate syndications and alternative investments can help investors achieve financial freedom by creating consistent, passive income streams. We dive into the strategies behind identifying lucrative private investment opportunities, the critical role of due diligence, and how these investments can reduce reliance on traditional W-2 income. Pascal also shares insights from his Cashflow Academy, where he helps investors navigate the world of private investments and build a diversified portfolio for long-term wealth. If you've ever wondered how private investments can unlock new levels of financial security and freedom, this episode is packed with actionable insights to help you start or scale your investment journey.  RESOURCESDo you need financing for your next home or investment property purchase? Click HERE to schedule a pressure free consultation call with our personal mortgage lender Travis David of CMG Home Loans. He will help assess your current situation and will work with you to map out a plan for the future! ** Looking to buy real estate WITHOUT bank loans, credit, or significant cash? Click HERE to schedule a call with creative finance coaches Jenn and Joe DelleFave. **If you enjoy the show, please leave us a review on Apple Podcasts or Spotify! It takes less than a minute and makes a huge difference in helping us land high profile guests to best serve our audience. Previous Guests Include:Brandon Turner, Tarek El-Moussa, David Greene, Tony J. Robinson, Mike Ayala, Jamie Gruber, Robert Croak, Mark Simpson, Chad “Coach” Carson, Heather Blankenship, Tim Bratz, J. Scott, Matt Faircloth, Michael Elefante, Devon Kennard, Paula Pant, Jake Harris, and Avery CarlSocial Channels:Instagram: instagram.com/wealthjuiceofficialYouTube: youtube.com/@wealthjuiceofficial**Disclaimer: The information provided on this podcast is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity. The content presented here is based on the speaker's personal opinions and research, which may not always be accurate or up to date. Financial markets and investments carry inherent risks. Individuals should conduct their own research and seek certified professional advice before making any financial decisions. The links in the episode descriptions may include referral or affiliate commissions, and we may receive compensation from partner websites.

My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today's episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their own bear markets. He discusses his role leading Vanguard's entrance into private equity in 2020, covering the initial launch and what's next. He also touches on the market today, making the case for fixed-income, international diversification and rebalancing as 2024 comes to a close. (2:24) Market conditions & investor behavior (6:44) The role of advisors (11:12) Advisors alpha (14:07) The significance of fees and taxes (18:01) Vanguard's expansion into private equity (25:03) Evolution of market efficiency (29:43) The undervaluation of high-quality bonds (33:16) Perspectives on international investments (40:27) Evolving views on value vs. growth investing (42:16) Fran's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices