Podcasts about senior portfolio manager

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Play Episode Listen Later May 21, 2026 24:57

Over the past decade, U.S. stocks have been the center of the investing universe. And for good reason—the U.S. market remains one of the strongest and most influential in the world. But wise investing is not simply about looking at where the market has been. It also means asking where opportunities may be emerging next. That raises an important question: Should investors consider looking beyond U.S. markets? On today's show, Mark Biller, Executive Editor and Senior Portfolio Manager at Sound Mind Investing, says the answer is worth careful consideration. While U.S. stocks remain important, global markets, currencies, and economic leadership are always changing. For investors seeking wise diversification, international investing may deserve a closer look. Why Consider International Investing? Historically, one of the main reasons to own international stocks has been diversification. Decades ago, foreign markets often moved more independently from U.S. markets. When U.S. stocks struggle, international stocks might perform better, helping smooth out a portfolio's ups and downs. That benefit has diminished somewhat as globalization has grown. Today, U.S. and foreign markets often move in the same general direction. But diversification is still not the only reason to consider investing abroad. Another reason is opportunity. Many strong companies are based outside the United States. Investors who focus only on domestic markets may miss out on growth taking place in other parts of the world. There is also a broader market-cycle consideration. U.S. and international stocks tend to trade leadership over long periods. One may outperform for a decade or more, and then the pattern can shift. After roughly 15 years of strong U.S. market leadership, foreign stocks may be positioned to become more competitive again. The U.S. Market Is Strong—But Not Permanent The U.S. economy remains the largest and strongest in the world. America benefits from deep capital markets, natural resources, innovation, and relative political stability. Still, Mark points out that U.S. financial assets have been “punching above their weight” for some time. U.S. stocks currently represent a much larger share of global stock markets than the U.S. represents of global economic output. That does not mean U.S. stocks are destined to decline. But it does suggest that today's level of dominance should not be assumed to last forever. The global economy is shifting toward a more multipolar world, where economic leadership may be spread more broadly across regions. If foreign investors begin directing more capital toward their home markets, international stocks could benefit. Why the Global Economy Matters One of the most important distinctions investors should understand is the difference between global stock market share and global economic output. According to Mark, U.S. stocks represent about 64% of the global equity market, while the U.S. share of global economic production is closer to 15%. That is a significant gap. There is no rule that a nation's stock market share must match its share of global economic activity. But those numbers have shifted over time, and there is no guarantee that the current U.S. share of global markets will remain this high indefinitely. For investors, this means it may be wise to pay attention to where economic growth is happening outside the United States—especially in emerging markets. The Opportunity—and Risk—of Emerging Markets Emerging markets can offer significant long-term growth potential. These countries often have growing populations, rising standards of living, and expanding economies. But that potential comes with higher volatility. Capital can move quickly in and out of emerging markets, creating larger swings in performance. Investors should understand that while the long-term growth story may be compelling, the risks are also greater. For that reason, emerging markets should generally be approached thoughtfully, as one part of a diversified strategy—not as a speculative bet. The Role of Currency Currency also plays an important role in international investing. Most Americans earn and spend in dollars, so they may not think much about exchange rates unless they travel internationally or buy foreign goods. But for investors, currency movements can have a meaningful impact. When a U.S. investor buys foreign stocks, returns are influenced by two factors: the performance of the foreign market and the movement of that country's currency against the U.S. dollar. If the foreign currency strengthens against the dollar, it can enhance returns for a U.S. investor. If it weakens, it can reduce returns. That means international investing is not just about foreign companies—it also involves exposure to global currencies. How Investors Can Add International Exposure For most investors, mutual funds and exchange-traded funds are the simplest ways to add international exposure. These vehicles provide diversification across many companies and markets. There are several categories to understand. World funds can invest anywhere around the globe, including the United States. Investors should examine them carefully because some may still hold a large percentage of U.S. stocks. Foreign funds focus primarily on companies outside the United States. These offer more direct international exposure. Regional and country-specific funds focus on specific regions of the world. These may offer targeted exposure but usually come with greater risk. Emerging market funds focus on developing economies with higher growth potential and higher volatility. Each type of fund carries different levels of diversification and risk, so investors should consider how each fits within their broader financial plan. What About China? China presents a complicated picture for investors. The country has experienced tremendous economic growth, but its stock market has not always reflected that growth as investors might expect. Government involvement, market controls, and geopolitical concerns also create additional risks. Because of those factors, some investors choose to limit or avoid exposure to China while still investing in other emerging markets. Mark notes that Sound Mind Investing takes this approach by using emerging-market strategies that exclude China. How Much International Exposure Makes Sense? There is no single percentage that fits every investor. The right amount depends on goals, risk tolerance, time horizon, and the rest of the portfolio. Still, Mark suggests that many U.S. investors may be underexposed to international markets. As a general starting point, many diversified strategies might allocate roughly 15% to 25% of the stock portion of a portfolio to international assets, with flexibility to adjust based on market conditions. The key is not to chase trends or overreact to recent performance. It is to build a thoughtful, diversified portfolio that recognizes both the strength of U.S. markets and the opportunities developing around the world. On Today's Program, Rob Answers Listener Questions: How can I trust God without saving too much, while still preparing wisely for retirement? Is it okay to save for retirement, and what should that look like? I've also been struggling with tithing. I often hear that I should give 10%, but that can be difficult. How should I think about tithing so my heart is in the right place? I'm helping my son and daughter-in-law buy their first home. Is PMI required for any first-time homebuyer who puts less than 20% down? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) Sound Mind Investing (SMI) Diversifying Abroad: A Primer on International Investing by Mark Biller (Article on SoundMindInvesting.com) Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship by Rob West Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor® (CKA) FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Multi-strategy investing for the changing macro regime featuring Scott Burr

FireSide

Play Episode Listen Later May 18, 2026 61:23 Transcription Available

In this episode, Future Standard's Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime.Scott also shares how his liquid alternatives approach blends diversification with conviction, the role of liquid alternatives play alongside private markets, and how strategies go from idea to execution.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights

Finding Your “Just Right” in Real Estate with Catherine Minor

NAIOP San Francisco Bay Area Chapter

Play Episode Listen Later May 16, 2026 27:19

In this episode, we sit down with Catherine Minor, Senior Portfolio Manager at DWS, to talk about the long game in commercial real estate—and what it really takes to build a career that lasts. Catherine's path didn't follow a straight line. She started in civil engineering and construction, moved into development, and ultimately found her place on the investment side of the business, where she now leads portfolio strategy at the intersection of global capital and local market insight. Along the way, she made intentional pivots, navigated challenging market cycles, and learned how to recognize when something wasn't the right fit. A central theme throughout the conversation is the idea of finding your “just right.” From roles that were “too hot” or “too cold” to the environments and opportunities that ultimately clicked, Catherine shares how trial, risk-taking, and self-awareness shaped her career. We also dig into what a portfolio manager actually does day-to-day, the realities of today's fundraising environment, and where she's seeing opportunity as the next real estate cycle begins to take shape. She offers a candid perspective on mentorship versus sponsorship, the importance of having true allies in your career, and how technology—especially AI—is beginning to influence the industry. It's an honest and thoughtful conversation about growth, resilience, and building a career with intention in an ever-changing market. Timestamps 0:00 – Intro & career overview 3:00 – Finding your “just right” 4:30 – Starting in construction 6:00 – Business school & career pivot 7:00 – Walking away from the wrong opportunity 8:00 – Finding the right fit 11:00 – Global Financial Crisis lessons 12:30 – Google & large-scale development 14:30 – Transition to investment management 15:00 – What a portfolio manager does 16:00 – Market conditions & fundraising 18:00 – Where the market is heading 19:30 – NAIOP & leadership 22:00 – Work culture & AI 25:00 – Lightning round & closing

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Episode 65: The Technically Driven Portfolio with David Cox, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

Play Episode Listen Later May 8, 2026 79:00

In this episode of Fill the Gap, Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview David Cox, CMT, CFA, Senior Portfolio Manager at Financially INsync, about his evolution into a technically driven investor and how his experience shaped a disciplined, trend-following approach. David also emphasizes the importance of routines, risk management, and acting decisively at market inflection points. He describes it as a "technically driven approach," relying far more on price, volume, relative strength, and market behavior than on narratives or headlines, which he views as often misleading for investors. The conversation also explores the emotional and practical challenges of managing client money, including handling cash positions, avoiding large drawdowns, and balancing clear rules with discretion rather than fully automating decisions. This episode gives you a glimpse into the inner workings of portfolio management, as well as the mindset of a successful portfolio manager.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

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Inflation-linked bonds can navigate the shocks

Market Weekly

Play Episode Listen Later May 7, 2026 13:30

The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer for AXA IM Core, how the short duration inflation-linked bond strategy run by her team can be effective in offering protection and a real return – not just a nominal one – in a slowing growth, rising inflation environment.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Positioning Portfolios for Today's Markets with CIO David Miller

Compound Insights

Play Episode Listen Later May 4, 2026 29:12

David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights on navigating trends in artificial intelligence, geopolitical uncertainty, and the energy sector.

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Precompilata: cosa troviamo nella dichiarazione fai da te

Due di denari

Play Episode Listen Later May 4, 2026

Le dichiarazioni dei redditi precompilate 2026 sono online dal pomeriggio di giovedì 30 aprile e potranno essere integrate o confermate dal 14 maggio. Quali dati troviamo, quali potremmo non trovare? Lo chiediamo a Marcello Tarabusi, commercialista ed esperto per Il Sole 24 ORE. MeteoBorsa affidato a Roberto Rossignoli, Senior Portfolio Manager di Moneyfarm.

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Leadership Matters; sometimes more than investors realize

Something More with Chris Boyd Show Podcasts

Play Episode Listen Later Apr 28, 2026 31:29

In this episode of Something More with Chris Boyd, Chris is joined once again by Brian Regan, Senior Portfolio Manager on the AMR Team at Wealth Enhancement, to explore how leadership changes—at major corporations and within the Federal Reserve—can materially influence investment outcomes. The conversation begins with high‑profile leadership transitions, including Apple's succession from Tim Cook, shifts at Berkshire Hathaway, Netflix, Starbucks, and Simon Property Group, and why investors should care not just who leads a company—but how they got there. Chris and Brian unpack what they look for in effective leadership: Founder-led vs. externally hired CEOs Long tenure and institutional knowledge Capital allocation discipline Governance structures that protect shareholders The risks of concentrated control and weak oversight They also discuss: Apple's strategic restraint in AI spending—and why that may be a competitive advantage Governance failures that create "value traps" Why leadership continuity often trumps flashy turnarounds The coming transition at the Federal Reserve, Jerome Powell's legacy, and what uncertainty at the Fed could mean for markets Why strong bank earnings are a reassuring economic signal The episode concludes with a candid discussion on financial advisory fees—when advisors do earn their keep, when they don't, and how good advice extends far beyond investment selection into behavioral coaching, planning, tax strategy, and risk management. A thoughtful reminder that people matter behind the balance sheets—and so does the advice you rely on.

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Making Cents of the Markets for April 22, 2026

markets senior portfolio manager making cents

Play Episode Listen Later Apr 22, 2026 11:58

GUEST: Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

War, Markets, and the Strait of Hormuz: What Investors Need to Know Now

Something More with Chris Boyd Show Podcasts

Play Episode Listen Later Apr 22, 2026 22:15

We're now two months into the conflict involving Iran—so what does it really mean for markets and your portfolio? In this episode of Something More with Chris Boyd, Chris is joined by Brian Regan, Senior Portfolio Manager on the AMR Team at Wealth Enhancement, for a timely and grounded conversation about geopolitics, market volatility, and long‑term investing discipline. The discussion revisits the market's initial reaction when the conflict began in late February, the sharp but short-lived selloff, and the subsequent rally back toward all‑time highs. Chris and Brian explain why markets often recover faster than headlines suggest—and why investors who remain disciplined are often rewarded. They also explore: Why the Strait of Hormuz matters so much to global energy markets How oil price spikes ripple through inflation, interest rates, and portfolios Which sectors have shown resilience during the conflict Why earnings expectations—not fear—ultimately drive markets How yield curve shifts impact gold, banks, housing, and private credit What could happen if the ceasefire holds—or breaks down Most importantly, this episode reinforces a timeless investing lesson: Short‑term geopolitical events are rarely a reason to abandon a sound long‑term plan. If global uncertainty has you questioning your portfolio, this conversation offers perspective, context, and calm.

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Revisiting the “4% Rule” with Mark Biller

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Play Episode Listen Later Apr 21, 2026 24:57

How much can you safely spend in retirement without running out of money? It's one of the biggest questions retirees face. For years, many people have looked to the well-known “4% rule” for guidance. But as helpful as that rule may be, it's not as simple—or as reliable—as many assume. Today, Mark Biller, Executive Editor and Senior Portfolio Manager at Sound Mind Investing, joined us to revisit this widely used guideline and explain why a more flexible, personalized approach may better serve retirees. Why Retirement Spending Is More Complicated Than Saving Saving for retirement is often more straightforward than spending in retirement. During working years, many people invest consistently, contribute to retirement accounts, and let time and compound growth do their work. But retirement introduces a new challenge: no one knows exactly how long their money needs to last. That uncertainty changes everything. Retirees must make decisions while facing several unknowns: Future market returns Inflation rates Interest rates Healthcare costs Longevity Because of those variables, determining a “safe” withdrawal rate becomes one of the most difficult parts of financial planning. Where the 4% Rule Came From The 4% rule originated with financial planner Bill Bengen in the early 1990s. Instead of trying to predict the future, Bengen studied historical market data. He examined how retirees who began in difficult economic periods—such as the mid-1920s—would have fared over a 30-year retirement. His conclusion: an initial withdrawal rate of 4.15%, followed by annual inflation adjustments, would have sustained every portfolio in his study for at least 30 years, even under the worst historical conditions. That's an important detail. The 4.15% figure wasn't intended to be the ideal spending strategy for everyone. It was the lowest common denominator—the floor that worked even in the toughest scenarios. Over time, that finding was simplified into the “4% rule.” Many people began to treat it as the optimal answer for nearly every retiree. But according to Biller, that was never the point. Rules of thumb can be helpful as rough planning tools, especially for someone years away from retirement who is trying to estimate future needs. But once retirement draws near, more precision is needed. A single percentage cannot account for your income sources, goals, spending habits, tax picture, or life expectancy. What New Research Suggests Sound Mind Investing conducted its own analysis under different assumptions, including a 50/50 stock-and-bond portfolio that became more conservative over time. Their findings showed: A 5% initial withdrawal rate still worked even under difficult conditions. A 6% withdrawal rate succeeded in most cases, though some portfolios ran short near the end. At 7%, the risk increased significantly. Meanwhile, Bengen later revisited his original work with broader investment options and updated tools. His revised conclusions suggested: 4.7% may be a better minimum floor today. Around 5.25% may be the “sweet spot” in many scenarios. These updates reinforce an important truth: retirement planning is more dynamic than a single number can capture. Rather than anchoring to one percentage, retirees should build a plan around their full financial picture. That includes: Social Security timing and benefits Pension income Spousal benefits Expected expenses Lifestyle goals Taxes Healthcare needs Legacy desires Market conditions over time Financial planning software or a trusted advisor can help run simulations, stress-test scenarios, and make adjustments as life unfolds. Biblical Wisdom for Retirement Planning Scripture often commends wise planning while reminding us to hold our plans with humility: “The plans of the diligent lead surely to abundance” (Proverbs 21:5). Yet we also remember that ultimate security is never found in formulas, portfolios, or percentages. Our trust rests in the Lord, who provides faithfully in every season. Retirement stewardship is not about discovering a perfect rule. It is about making wise decisions, remaining flexible, and managing God's resources faithfully over time. The 4% rule may still be a useful starting point—but it should not be the final word. When it comes to retirement, wise stewardship requires both diligence and flexibility. A personalized plan will almost always serve you better than a one-size-fits-all formula. On Today's Program, Rob Answers Listener Questions: I'm retired and have $30,000 to invest. Is it better to invest in gold and silver through the market or buy physical coins? I'm 63 with a $200,000 401(k) from a former employer. How can I move it into investments that align with my faith? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) Sound Mind Investing (SMI) Revisiting the ‘4% Rule' for Retirement Withdrawals by Joseph Slife (Article on SoundMindInvesting.org) A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More by William P. Bengen SPDR Gold Shares (GLD) | iShares Gold Trust (IAU) Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship by Rob West Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor (CKA) FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gold 101: Why gold prices rise and what it really signals

Perspectives

Play Episode Listen Later Apr 21, 2026 19:51

In this episode, we break down how gold functions in today's financial system, from the different ways people invest in it to why it often gains attention during periods of inflation, volatility and uncertainty, with guest Robert Cohen, Vice President and Senior Portfolio Manager at Scotia Global Asset Management. He is co-Portfolio Manager of Scotia Resource Fund as well as Portfolio Manager for Scotia Global Asset Management's Dynamic-branded funds – Dynamic Precious Metals Fund and Dynamic Active Global Gold ETF, to name a few. Robertjoins the podcast to explain what's behind gold's recent rise, why central banks around the world continue to increase their gold holdings, and how gold differs from other market assets. For legal disclosures, please visit http://bit.ly/socialdisclaim and www.gbm.scotiabank.com/disclosures Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by 1832 Asset Management LP. These views should not be considered investment advice, nor should they be considered a recommendation to buy or sell. These views are subject to change at any time based upon markets and other conditions, and we disclaim any responsibility to update such views. Key moments this episode: 2:07 - Robert's background and how he got into gold and mining 3:06 - What's driving gold's big rise right now? 5:35 – What is a fiat currency? 5:54 - Have we seen this kind of gold growth before? 7:24 - Why Canada has no gold reserves today 8:04 - Why other countries are still buying gold 9:45 - What makes gold a safe asset 10:46 - Why Canada matters in the global gold story 12:19 - How much gold Canada may still have left 13:54 - What the future of mining looks like in Canada 15:18 - What role gold plays in a diversified portfolio 16:33 - Where Robert thinks gold is headed next 17:56 - The biggest misconception people have about gold 19:08 - The main takeaway for Canadians watching gold right now

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“Why Smart Money Could Quietly Leave US Markets” by Fernando Suarez, Senior Portfolio Manager Fintual, Fintual Mexico (AA2082)

Mexico Business Now

Play Episode Listen Later Apr 17, 2026 6:42

The following article of the Finance & Fintech industry is: “Why Smart Money Could Quietly Leave US Markets” by Fernando Suarez, Senior Portfolio Manager Fintual, Fintual Mexico.

This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients.

Smart Money Circle

Play Episode Listen Later Apr 16, 2026 21:41

This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients. Guest's Name: Monish Verma * Title: Founding Partner, CEO * Company Website: www.vardhanwealth.com * AUM: ~$630MBio: Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated to helping individuals and multigenerational families achieve their financial goals with confidence. With over 25 years of experience in wealth management, Monish combines his deep expertise in financial planning with a steadfast commitment to integrity and client-first service. His personalized approach to financial strategies focuses on uncovering opportunities and addressing challenges guiding clients toward their unique financial goals while navigating both stable and volatile market environments. Before founding Vardhan Wealth Management, Monish served as Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc., where he led the Verma Wealth Management Group. He also held roles at Smith Barney and Morgan Stanley, developing extensive experience across a range of financial services. Monish earned his Bachelor of Science in Communication Pre-Law, with a minor in Business, from Michigan State University. He is a Chartered Retirement Plans SpecialistSM. Monish is actively engaged in the community as a past president and current member of the INDO American Chamber of Commerce, as well as a charter member of Indus Entrepreneurs, Michigan Chapter. When not working, Monish enjoys spending time with his wife, Roshnee, their three sons, and his parents. He loves playing tennis, supporting Michigan State sports, and recently returned to playing golf.

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Ep.340: (04.14.26) Q1 2026 Select Strategy Recap

Play Episode Listen Later Apr 15, 2026 8:40

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy's 1st Quarter of 2026.

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Ep.342: (04.14.26) Q1 2026 Value Opportunity Recap

opportunities quarter senior portfolio manager

Play Episode Listen Later Apr 15, 2026 8:26

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 1st Quarter of 2026.

Paving the Roads: Bringing a Systematic Approach to the Loan Market (Kelly Byrne, Mountain Point Credit)

The Ramp Up

Play Episode Listen Later Apr 9, 2026 40:29

Kelly Byrne's path to credit markets started in engineering, where systems, risk management, and infrastructure were foundational. Today, as Founder and CEO of Mountain Point Credit, Kelly is applying those principles to build a systematic, data-driven investment platform built around a disciplined risk ranking process, rigorous diversification, and repeatable, transparent decision-making.In this episode, Kelly shares his journey from engineering to portfolio management, the lessons he carried through nearly two decades at Voya Investment Management, and why he believes the loan market remains largely analog. We discuss what it really takes to evolve credit investing: from building the right systems and frameworks to paving the road toward a more efficient, technology-enabled market where a systematic approach can unlock new opportunities for investors.About Kelly:Kelly Byrne is the Founder and Chief Executive Officer of Mountain Point Credit, responsible for leading the firm's vision to bring a systematic investment approach to the loan market. MPC was founded by Kelly Byrne in partnership with Eagle Point Credit. Prior to founding Mountain Point, Mr. Byrne spent 18 years at Voya Investment Management, most recently as Senior Portfolio Manager and Head of Capital Markets, where he helped grow assets from $2 billion to $30 billion. He held leadership roles across credit products and built the systems and processes that underpin operational and performance risk management. He now focuses on leveraging market data and technology to streamline and improve portfolio management. Mr. Byrne holds a BSE in Biomedical Engineering and an MBA from Arizona State University and is a Chartered Financial Analyst charter holder.

The Allocator's Checklist: How LPs Size Up Managers

Swimming with Allocators

Play Episode Listen Later Apr 8, 2026 44:50

This week on Swimming with Allocators, Earnest and Alexa welcome Charlotte Zhang, Senior Portfolio Manager at Inatai Foundation. Charlotte shares her unconventional path from tech investment banking into LP life, her work at Inatai Foundation, and how she evaluates fund managers across asset classes. She explains Inatai's mission-driven, endowment-style strategy centered on efficiency, innovation, and impact, and how they manage capital for other aligned foundations. She also shares how generalist allocators run thematic research sprints, why they avoid rigid asset class buckets, and how they think about biotech, crossover, and platform value creation. For venture managers, she outlines what LPs look for: real differentiation rooted in an unmet need, some form of specialization, strong networks and early access, and the “four Ps” all anchored in people with integrity and learning agility. Also, don't miss Michael Podolny as he explains how Sidley's emerging companies practice is increasingly busy as AI-driven and globally ambitious startups seek sophisticated, full‑lifecycle legal and tax advice from day one, with a particular focus on planning early to maximize QSBS tax benefits and founder outcomes. Highlights from this week's conversation include: Charlotte's Path From Banking to Allocator (1:12) Inatai's Mission and Investment Focus On Racial Justice (6:12) Investment Strategy and The “Three I's” (Inefficiency, Innovation, Impact) (7:54) Managing Multiple Asset Classes Wwith Thematic Research (12:23) How Sidley Supports Sophisticated, AI-Driven Startups and QSBS Planning (18:25) What Emerging Managers Get Wrong With Foundations and OCIOs (23:39) Why Specialization and Differentiation Matter in Venture (24:09) Charlotte's Take on Venture Versus NASDAQ and Top-Decile Returns (36:38) Charlotte's Immigrant Background and Empathy or Underdogs (41:19) Inatai Foundation is a 501(c)(4) philanthropy seeking to transform the balance of power to ensure equity and racial justice across Washington state and beyond. The organization is accountable to leaders and organizations building power in racially diverse communities in Washington state and seeks to primarily fund community based organizations led by people of color. With a team based throughout Washington, it works to advance four distinct areas of work: relationship building, policy and advocacy, investment management, and grantmaking. Learn more at www.inatai.org. Inatai Investment Management Company is guided by the belief that successful investing is about more than money. The organization leverages extensive expertise, deep resources, nimble governance structure, and knowledgeable investment managers to generate long-term, sustainable returns for Inatai Foundation and other mission-aligned organizations, using a cost-sharing model. The investment options chosen are determined not just for their potential for growth but for how they support our values and the positive impact they may achieve for the world. Our goal is to become a proactive, community-driven force for change in capital markets and in the investment sector at large. Learn more at www.inatai.partners. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The grass has become greener for green bonds

Market Weekly

Play Episode Listen Later Apr 8, 2026 10:29

While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects. Johann Plé, Senior Portfolio Manager in the Euro Fixed Income team, discusses the role green bonds should play in global asset allocations.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

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#1023 - Martin Pelletier

Shaun Newman Podcast

Play Episode Listen Later Mar 26, 2026 51:27

Martin Pelletier, CFA, is a seasoned Calgary-based portfolio manager and financial strategist with over 20 years of experience in institutional equity research and investment management. He is a Senior Portfolio Manager at TriVest Wealth Counsel (part of Wellington-Altus Private Counsel), where he co-manages the firm's risk-managed balanced fund and oversees customized portfolios for high-net-worth and ultra-high-net-worth clients. Co-founder of the boutique firm TriVest Wealth Counsel, he also serves as an outsourced chief investment officer, writes a regular column for the Financial Post, and frequently comments on macroeconomics, markets, and wealth management in the media.Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Get your voice heard: Text Shaun 587-217-8500

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Investing in the People Behind the Profits with Dolores Bamford

Play Episode Listen Later Mar 24, 2026 24:57

Servant leadership isn't a soft skill—it's one of the clearest indicators of a company's long-term health. When investors evaluate businesses, they often focus on numbers: revenue, margins, and growth projections. But behind every enduring company is something less visible and far more powerful—a leadership team shaping culture, guiding decisions, and determining whether that business will flourish or fade. Dolores Bamford, Co-Chief Investment Officer and Senior Portfolio Manager at Eventide Asset Management, joins the show today to share what she has learned after spending decades studying this reality. Her conclusion is clear: leadership quality is essential to lasting business success. Why Leadership Matters More Than We Think At its core, leadership shapes everything about a company. It influences: Culture and employee engagement Product development and innovation Risk management and resilience Long-term growth and sustainability Strong products and strategies may carry a company for a time, but they cannot compensate for poor leadership indefinitely. Over the long run, outcomes are driven not just by numbers, but by people. Yet, according to Dolores, this is often overlooked in traditional investment analysis—where short-term performance can overshadow deeper, more meaningful indicators of health. A Different Lens: Faith and Investing Dolores's perspective is shaped not only by her extensive experience in investment management—spanning firms like Fidelity, Putnam, and Goldman Sachs—but also by her theological training. After years in finance, she pursued a master's degree in theology and further study in ethical leadership. That combination sharpened her conviction that faith and finance belong together. It also re-framed how she evaluates companies. Instead of focusing solely on financial outputs, she looks at: Integrity and humility in leadership A sense of stewardship over resources A commitment to serving others Alignment between purpose and practice This lens recognizes that businesses are not just economic engines—they are instruments that shape human flourishing. What Servant Leadership Looks Like in Practice Servant leadership is not abstract. It shows up in everyday decisions and behaviors. Leaders who embody it: Prioritize the well-being and development of employees Create cultures of trust, accountability, and excellence Serve customers with genuine care and long-term value in mind Use innovation responsibly, not recklessly Think beyond short-term gains toward enduring impact These leaders are marked by humility, integrity, and a willingness to learn from mistakes. They pursue excellence not for personal recognition, but for the good of others. By contrast, poor leadership often reveals itself through: Arrogance and self-interest A fixation on short-term profits Poor treatment of employees or customers Misalignment between stated values and actual practices Over time, these traits erode trust, weaken culture, and ultimately damage the business itself. The Risk of Ignoring Leadership Quality Why is leadership often overlooked? Part of the reason is pressure. Markets reward short-term results, and leaders can feel incentivized to prioritize immediate gains over long-term health. Cultural norms may also celebrate boldness and self-promotion over humility and service. But this creates real risk. When leadership lacks integrity or vision, companies may: Sacrifice people for profit Develop harmful products or practices Become fragile in times of stress On the other hand, strong leadership fosters stability, adaptability, and resilience—qualities that sustain businesses through both prosperity and adversity. Evaluating Both What and How At Eventide, evaluating a company goes beyond financial metrics. It includes both what a company produces and how it operates. This means asking: Does the company's purpose align with its actions? Are its products genuinely serving people? Do its practices reflect care for employees, customers, and communities? When there's a disconnect between purpose and practice, the consequences can ripple outward, affecting not just the company but society as a whole. Ultimately, investing isn't just about returns—it's about the kind of world our capital helps build. Every investment is a vote of confidence in a company's leadership and its vision for the future. By prioritizing servant leadership, investors can support businesses that not only succeed financially but also contribute to human flourishing. A Better Definition of Success The most rewarding outcome, Dolores notes, is seeing companies thrive by serving others well—employees grow, customers benefit, and communities are strengthened. It's a reminder that true success isn't measured by profit alone, but by purpose lived out with excellence. Great companies don't just start with great ideas—they start with great leaders. And when leadership is shaped by humility, integrity, and a commitment to serve, it creates something far more valuable than short-term gains: it builds businesses that endure. If you're interested in aligning your investments with companies that prioritize purpose, integrity, and long-term impact, you can learn more about Eventide Asset Management and their approach to investing for human flourishing at EventideInvestments.com. Dolores Bamford is the Co-Chief Investment Officer and Senior Portfolio Manager at Eventide Asset Management, LLC. Views expressed in this podcast are intended for information purposes and do not constitute investment advice. Eventide does not provide tax, accounting, or legal advice. Eventide's values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. On Today's Program, Rob Answers Listener Questions: I'm about to start annuity payments. If I give directly from my annuity to charity but don't exceed the standard deduction, is there still any tax benefit? I volunteer in prison ministry and drive a lot, but I'm on disability with very little income. I've also lost money to family and others. I want to get my taxes and credit cards paid—what's the best path forward, and could the IRS tax expert you mentioned help? What exactly is an HEI? And as a follow-up, I was quoted about 10% to tap my home equity—does that seem too high, and what should I know? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) Eventide Asset Management Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship by Rob West Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor (CKA) FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA

Compound Insights

Play Episode Listen Later Mar 17, 2026 32:09

Ryan Davies, CFA, Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing. He weighs in on portfolio construction, sector opportunities, and how to capitalize on market dislocations.

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Alternative Credit Veteran: Magnetar Capital's Michael Henriques

GrowthCap Insights

Play Episode Listen Later Mar 12, 2026 22:52

In this episode, we speak with Michael Henriques, Partner and Senior Portfolio Manager at Magnetar, a multi-strategy alternative investment manager with more than $22 billion in AUM. Founded in 2005, the firm invests across public and private markets in the U.S. and Europe, with a focus on alternative credit, fixed income, and venture strategies. Its Alternative Credit & Fixed Income business targets Specialty Finance, Structured Solutions, and Opportunistic Markets, seeking to generate attractive risk-adjusted returns, particularly during periods of market dislocation. Michael brings three decades of experience in fixed income, structured securities, and real estate. He joined the firm in 2007 and previously served as a Managing Director at Deutsche Bank. Before that, he spent more than ten years at Goldman Sachs, where he began as a structured finance analyst and ultimately co-headed the CDO and Synthetic ABS group. Michael received his MBA from Wharton and his BA from Princeton. Magnetar was recently recognized as a Top Private Credit Firm of 2025 by GrowthCap. Michael supports HE3AT. To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

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Making Cents of the Markets for March 11, 2026

markets senior portfolio manager making cents

Play Episode Listen Later Mar 11, 2026 10:25

Making Cents of the Markets for March 11, 2026 Guest: Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

The Surprising Reality of Today's Market With Chris Heakes, Senior Portfolio Manager at Harvest ETFs

New Money with Nathan Kennedy

Play Episode Listen Later Mar 5, 2026 28:35

Back with my partners at Harvest ETFs and in this episode, we sit down with Chris Heakes of Harvest ETFs for a great conversation about the recent software sell off, surprising rotations in the market and how he thinks about navigating this particular market. This video presentation is sponsored by Harvest ETFs. Nathan Kennedy is compensated under this arrangement by Harvest ETFs. Please watch the video for the full disclaimer.

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Making Cents of the Markets for Feb 04, 2026

markets senior portfolio manager making cents canaccord genuity

Play Episode Listen Later Feb 4, 2026 10:31

Making Cents of the Markets for Feb 04, 2026 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Feb 3, 2026 18:24

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer. Our guest, John Sidawi, Senior Portfolio Manager for Global Fixed Income at Federated Hermes explains how currency hedging has become a core strategy after years of unhedged U.S. outperformance. We explore what a softer dollar could mean for the greenback’s long-term dominance. Gold’s surge toward record highs - and its sudden drop - raises questions about whether this is a buying opportunity or a warning sign. Attention also turns to President Trump’s pick for Fed Chair and what that could mean for rates and markets. This episode connects geopolitics, currencies and commodities - hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

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Capital Intereconomía 8:00 A 9:00 02/02/2026

Capital

Play Episode Listen Later Feb 2, 2026 57:59

En la tertulia de mercados analizamos el momento actual de los activos financieros y las perspectivas para los próximos meses, marcada por la resaca de la última reunión de la Reserva Federal y con la mirada puesta en la cita del BCE de esta semana. En el debate han participado Claudia Casco, portfolio manager en Miralta AM; Javier Galán, responsable de renta variable y gestor de fondos en Renta 4 Gestora; Ignacio Martín Ocaña, Senior Portfolio Manager y responsable de fondos multiactivo en Santalucía AM; y Francisco Sainz, director de inversiones de Fonditel. Los expertos coincidieron en que el tono de la Fed refuerza un escenario de mayor cautela, mientras que el BCE sigue siendo clave para calibrar el rumbo de los mercados europeos en un entorno de crecimiento moderado. Durante la tertulia se analizó también la temporada de resultados empresariales, destacando las sorpresas positivas y negativas más relevantes, así como el impacto que está teniendo la debilidad del dólar en las decisiones de inversión y en la construcción de carteras globales. Los ponentes subrayaron la importancia de la diversificación geográfica y del control del riesgo de divisa en este contexto. Otro de los focos fue el récord histórico del oro y la plata, con debate sobre los factores que explican el rally —incertidumbre macro, política monetaria y tensiones geopolíticas— y hasta dónde podrían extenderse las subidas. Además, se abordó la evolución del petróleo, con la reunión de la OPEP del 1 de febrero en el horizonte como posible catalizador para el mercado energético. Los gestores compartieron cómo han posicionado sus carteras para 2026, señalando los activos con mayor potencial y los sectores y compañías que ven mejor preparados para aportar valor en el medio plazo. La hora se cerró con el análisis de preapertura de los mercados de la mano de Roberto Scholtes, jefe de Estrategia de Singular Bank, quien aportó su visión sobre el arranque de la sesión y los principales riesgos y oportunidades a corto plazo.

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Come funziona la "quinta rottamazione"

Due di denari

Play Episode Listen Later Feb 2, 2026

Dopo una lunga attesa, la quinta edizione della rottamazione dei carichi affidati all'agente della Riscossione è arrivata, con la legge di Bilancio 2026. I contribuenti che decideranno di aderire alla nuova iniziativa avranno la possibilità di estinguere il proprio debito, senza corrispondere interessi e sanzioni, interessi di mora e aggio. Ne parliamo con Cristiano Dell'Oste de Il Sole 24 ORE e con Luigi Lovecchio, dottore commercialista e tributarista esperto per Il Sole 24 ORE. MeteoBorsa affidato a Roberto Rossignoli, Senior Portfolio Manager di Moneyfarm.

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Making Cents of the Markets for Jan 28, 2026

markets senior portfolio manager making cents canaccord genuity

Play Episode Listen Later Jan 28, 2026 9:29

Making Cents of the Markets for Jan 28, 2026 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA

Compound Insights

Play Episode Listen Later Jan 26, 2026 32:35

Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosaic including increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition, he provides insights on portfolio construction and the potential for industry surprises in 2026.

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How to Start Small in Investing with Mark Biller

Play Episode Listen Later Jan 22, 2026 24:57

Investing doesn't require a fortune — just a willingness to begin with what you have. That's the message Mark Biller, Executive Editor and Senior Portfolio Manager at Sound Mind Investing, emphasizes as he encourages listeners to start small, stay consistent, and keep investing simply as an act of faithful stewardship.Biller starts by reminding beginners that wise investing is built on a solid financial foundation. Before putting money at risk in the markets, he urges individuals to pay down high-interest consumer debt, establish a modest emergency fund, and follow a spending plan. Paying off double-digit credit card debt offers a guaranteed return that most investments struggle to match. The exception comes when an employer offers matching contributions in a retirement plan—since a match functions like an immediate return on contributions, it's often worth taking advantage of even while still eliminating smaller debts.For those ready to invest, workplace retirement plans—such as 401(k)s—are typically the best place to begin. They offer three major benefits: tax-advantaged growth, automatic contributions that promote consistency, and, in many cases, employer-matching contributions. Biller calls the match “free money,” noting that it's effectively part of an employee's compensation and should not be left on the table. For listeners without a workplace plan, an IRA—and especially a Roth IRA for younger workers—provides similar tax advantages and helps develop long-term investing habits.New investors often feel overwhelmed by the sheer volume of financial information available today. Biller warns that waiting until you “know everything” often results in never starting at all. The more important step is to build momentum by contributing regularly, even in small amounts. Investing is a habit, and habits gain strength through repetition.To keep things simple, Biller recommends relying on broad, low-cost index funds—often available through both workplace plans and discount brokerage firms. Index funds offer immediate diversification, require minimal expertise, and allow investors to learn gradually without taking on unnecessary risk. More sophisticated strategies can come later; simplicity removes barriers at the beginning.Alongside practical guidance, Biller highlights several behavioral realities: choose a few trusted financial voices, tune out noise that stirs fear or greed, and resist a false urgency to time the market. Successful investing requires patience and emotional steadiness more than constant research.As the conversation wraps up, Biller offers encouragement: while investing can appear complex, most of the benefits come from a few basic disciplines. You don't need large sums to begin; time in the market is your greatest ally. Maintain a heart-level posture as a steward, trusting that God can multiply small beginnings into meaningful long-term outcomes. Wise investing is ultimately an expression of faithful management, not accumulation for its own sake.To learn more about Sound Mind Investing, you can go to SoundMindInvesting.org. On Today's Program, Rob Answers Listener Questions:My wife and I have been blessed, and through our business and frugal lifestyle, we've saved a significant amount. We also partner in projects in Haiti, Honduras, and El Salvador. Right now, we have about $250,000 in a stock account and $400,000 with LPL Financial. Would it be smarter to consolidate those investments to make them easier to manage and potentially grow faster? I'd appreciate your advice.Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Sound Mind Investing (SMI)Starting Small, Finishing Well by Joseph Slife (SMI Article)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Making Cents of the Markets for Jan 21, 2026

markets senior portfolio manager making cents canaccord genuity

Play Episode Listen Later Jan 21, 2026 12:19

Making Cents of the Markets for Jan 21, 2026 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Value Investing Secrets and Wall Street's Blind Spot

Get Ready! with Tony Steuer

Play Episode Listen Later Jan 20, 2026 36:07

Send us a textOn this episode of Get Ready Before Life Happens Podcast, I spoke with Jose Mayora, author of Wall Street's Blind Spot, about the principles of value investing and understanding risk.

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Ep.331: (01.15.26) Q4 2025 Value Opportunity Recap

opportunities quarter senior portfolio manager

Play Episode Listen Later Jan 15, 2026 7:30

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 4th Quarter of 2025.

Ep.332: (01.15.26) Q4 2025 Select Strategy Recap

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jan 15, 2026 11:43

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy's 4th Quarter of 2025.

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Asia Stocks Post Modest Gain, Weak Yen Fuels Japan Rally

Play Episode Listen Later Jan 14, 2026 22:31 Transcription Available

Asian shares posted a modest gain at the open, while Japanese equities extended their record-breaking run fueled by a weaker yen. For more on what is moving the markets in the region, we speak to Abhishek Vishnoi, Senior Reporter for Asia Equities. Plus - Japanese Prime Minister Sanae Takaichi's reported plan for a snap election fueled a rally in stocks while pushing down bonds and driving the yen deeper into the intervention-risk zone. For more on the outlook on Japanese markets, we heard from Zuhair Khan, Senior Portfolio Manager at UBP. He spoke to Bloomberg's Paul Allen and Avril Hong. See omnystudio.com/listener for privacy information.

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Episode 195: How Long-Term Investors Win While Others Panic with Jose Mayora

The Alternative Investing Advantage

Play Episode Listen Later Jan 13, 2026 60:06

In this episode of The Alternative Investing Advantage, host Alex Perny sits down with José Mayora, Senior Portfolio Manager at Divita Capital, to explore how value investing still works in an increasingly noisy, short-term-driven market. José shares his journey from studying finance and economics to launching a value-focused public equity fund in Guatemala, where investor education is just as important as capital allocation.The conversation covers why emotional discipline matters more than ever, how global markets create overlooked opportunities, and why long-term investors must think like business owners instead of stock traders. José also explains the difference between volatility and risk, how to avoid value traps, why cash flow matters more than accounting profits, and how investors can stay focused when markets swing wildly.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Jose Mayora:https://www.josemayora.com/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/#ValueInvesting #GlobalInvesting #LongTermInvesting #AlternativeInvesting #PublicMarkets #CashFlow #InvestorDiscipline #MarketVolatility #AdvantaIRA #DivitaCapitalAdvanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

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Martin Pelletier #1286

Coffee and a Mike

Play Episode Listen Later Jan 8, 2026 64:01

Martin Pelletier is a Senior Portfolio Manager at Wellington-Altus Private Counsel (previously TriVest Wealth) He talks the recents narratives pushed on social media, working on his new book, economic storms ahead, why Gen Z chases quick wins, challenges in Canada, United States, events in Venezuela, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Watch Show Rumble- https://rumble.com/v741gbu-we-need-a-reset-for-the-next-generation-martin-pelletier.html YouTube- https://youtu.be/VkJwvzZoU5g Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998 Follow Martin X- https://x.com/MPelletierCIO?s=20 Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/

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TikTok Signs Agreement for New US Joint Venture, Asia Reacts to US CPI

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Dec 19, 2025 18:45 Transcription Available

TikTok's long-delayed plan to separate from Chinese parent ByteDance Ltd. was put in motion Thursday when the video sharing sensation said it's being bought by a group of buyers led by Oracle Corp. TikTok Chief Executive Officer Shou Chew told employees that the company and ByteDance signed binding agreements to create a US joint venture majority-owned by American investors, according to an internal memo reviewed by Bloomberg. Chew wrote that he was "pleased to share some great news" and said agreements with Oracle, Silver Lake and MGX have been signed. The deal is expected to close on Jan. 22, 2026, though Chew added that "there's more work to be done" before then. Asian equities rose after cooling US inflation data backed the case for Federal Reserve interest-rate cuts and calming tech jitters supported American stocks. We heard from Amy Xie Patrick, Head of Income Strategies at Pendal Group. She spoke to Bloomberg's Annabelle Droulers and Paul Allen. Plus - A solid outlook from giant Micron Technology Inc. underscored the voracious appetite for all things related to artificial intelligence. The S&P 500 rose nearly 1%, halting a four-day slide. We spoke to Keith Buchanan, Senior Portfolio Manager at Globalt.See omnystudio.com/listener for privacy information.

How to Think and Act Like a Portfolio Manager: Real Career Advice for Finance Students

Market Maker

Play Episode Listen Later Dec 18, 2025 32:36

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

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Megan Miller, Senior Portfolio Manager and Head of Options Solutions, Allspring Global Investments

Alpha Exchange

Play Episode Listen Later Nov 21, 2025 44:18

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

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House Call: Talking Equity Markets with UBS Asset Management

UBS On-Air

Play Episode Listen Later Nov 3, 2025 20:13

Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 15.10.25

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Investing in Precious Metals with Mark Biller