Podcasts about smas

After a week off on holiday, Steno Research founder and CEO Andreas Steno and his co-host, Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest news driving global markets.

This episode of Investing Compass reviews the Australian superannuation system. For each aspect of the retirement system, Mark gives it a grade, but also shares the average grade that Morningstar readers gave. This week in Mark's Unconventional Wisdom column, he speaks about how investors can navigate their investments and their portfolio in an age of economic disorder. In a world awash with debt, it's important for investors to understand the impacts on their portfolios and how they're able build resiliency into it. Mark presents three steps to achieve this. Financial advisers are investing in droves in Separately Managed Accounts, or SMAs. In Shani's Future Focus column, she looks at the benefits of this investment product, and why more and more advisers are joining its church. Are investors prone to making the same mistake as many golfers? In a special edition of Bookworm written from his hometown in Scotland, Joseph encourages investors to spend less time obsessing over the next stock idea and more time thinking about their big picture approach. Readers can also laugh at the dreadful score Joseph recorded on one of golf's most historically significant holes during his trip home. Most investors tend to critically analyse their portfolio retrospectively. The recent surge of gold and crypto has proliferated discussions over the optimal asset allocation for modern times. In this week's Young & Invested, Sim unpacks why the price of gold has exploded and whether the asset should hold a place in the portfolios of younger investors. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Upthinking Finance™ is now trademarked Today's guest is Kristian Kerr, who is the head of macro Strategy at LPL Finance. Before joining LPL, he was the Western region head of foreign exchange and macro at City Private Bank. Before that, he spent a number of years in New York as a global hedge fund manager and is also head of various strategy and trading roles at other global financial institutions. Kristian believes investment strategy should be both data-driven and guided by human expertise. He says that this balance creates a more dynamic, flexible, and effective investment process that aims to deliver better long-term results. He shares his views on how investors should handle the changing market.You will want to hear this episode if you are interested in...Welcome to Upthinking Finance (00:00)Kristian shares his process as an advisor (01:20)The challenge of managing more risk, post 2020 (05:30)Market correlations changing, impact on portfolio development (09:15)How geopolitics impact market trends (21:20)How investing has changed in the past decade (26:10)What's the value of trend following strategies? (28:00)How to respond to someone who thinks the financial market will end (35:35)Kristian Shares His Investment ProcessAs Head of Macro Strategy at LPL, Kristian is responsible for leading the firm's global investment team, which includes 11 senior research members. They meet weekly to define LPL's overall investment strategy and provide top-down guidance for managing approximately $85 billion across separately managed accounts (SMAs) and model portfolios. He shares that they use a hybrid investment framework that combines: Quantitative (systematic) analysis to efficiently process data, reduce bias, and ensure consistency, and Qualitative (discretionary) insight from experienced professionals to account for factors that can't be captured by models alone.Managing More Market Risks Kristian shares how different clients have different levels of awareness about risk, and how portfolio managers often need to manage risk that clients might not even realize exists. This is especially true in today's uncertain environment, which is much more complex than it was 10 years ago. A few of the modern risks include that the standard 60/40 investment strategies are less reliable, the U.S. dollar is at a pivotal point based on its value, and there is financial repression from government strategies at play in the current market. To manage both visible and hidden risks for clients, Kristian explains that adapting happens by incorporating less correlated, alternative assets to build “all-weather” portfolios that can hold up in a wide range of market conditions.A Diverse PortfolioKristian values trend-following strategies as a critical part of a diversified portfolio, especially when paired with traditional assets like stocks and bonds. These strategies shine during extended market downturns (like in 2022), offering protection when equities are struggling. While they may underperform during short-term market bounces, that's expected as their role is to protect during prolonged stress, not quick dips. Kristian emphasizes using a “barbell” approach, combining growth-oriented assets with defensive strategies, and highlights the importance of building a toolkit of diversifiers (like long-volatility) to navigate different market regimes and support long-term compounding.Connect With Kristian KerrKristian KerrConnect with Emerson Fersch

In this episode of Big Butts No Lies, Mavi sits down with triple board-certified facial plastic surgeon Dr. Anil Shah to talk all things facial balancing, rhinoplasty, and real recovery. Based in New York and Chicago, Dr. Shah specializes in faces only — and it shows.From emotional transformation to technical innovation, Dr. Shah shares why the face is so personal, and how each patient's story shapes the way he approaches surgery. They dive deep into what's wrong with current beauty trends, how filters have changed patient expectations, and why vibe-matching your surgeon is just as important as surgical technique.He also shares his expert take on hot topics like deep plane vs. SMAS facelifts, hyperbaric oxygen therapy, Pico laser technology, and why filler gets such a bad rap.Whether you're considering rhinoplasty, a facelift, or just want to start your skin journey the right way, this episode is packed with honest, intelligent insight.

A benefit of transitioning your practice to the RIA model is gaining access to a wider array of investment solutions, technology offerings, and service providers.But with some variables of your practice, you might desire to maintain a status quo.Advisors that currently outsource their asset management to 3rd party models or managers often prefer to maintain similar solutions upon transitioning.In this episode (#128) of the Transition To RIA question and answer series, I explain the variables and considerations involved with maintaining your existing approach to managing assets.Come take a listen!P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.Show notes: https://TransitionToRIA.com/can-i-keep-using-the-same-investment-models-or-smas-that-im-using-now-if-i-transition-to-the-ria-model/About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.

When we're young, our faces have a smooth, full look thanks to well-defined fat pads and tight connective tissue. But as we age, those structures start to change, leading to sags, bags and changes in facial shape. Facial aging doesn't happen all at once. It's a gradual process that starts as early as your 20s. At first, the face can look more sculpted and angular, but over time, fat volume loss,  drooping, and eventually muscle and bone changes become more noticeable. Restoring a youthful look often means going beyond just the skin. It takes a thoughtful approach that can include restoring lost volume, repositioning fat and connective tissue, and tightening the skin. Drs. Bass and Edinger break down how facial aging really works, from the inside out, and why understanding these changes is key to treating them effectively. Learn more about facelift surgery About Dr. Kylie Edinger Dr. Kylie Edinger is a plastic surgeon currently spending a year training as an aesthetic plastic surgery fellow with Dr. Bass and a host of other world class plastic surgeons at Manhattan Eye, Ear, and Throat Hospital in New York City. She's part of the prestigious Northwell Health program—one of the top aesthetic plastic surgery fellowships in the country. Before making her way to NYC, Dr. Edinger completed her plastic surgery residency at the University of Wisconsin. Follow Dr. Edinger on Instagram @kylieedinger About Dr. Lawrence Bass Innovator. Industry veteran. In-demand Park Avenue board certified plastic surgeon, Dr. Lawrence Bass is a true master of his craft, not only in the OR but as an industry pioneer in the development and evaluation of new aesthetic technologies. With locations in both Manhattan (on Park Avenue between 62nd and 63rd Streets) and in Great Neck, Long Island, Dr. Bass has earned his reputation as the plastic surgeon for the most discerning patients in NYC and beyond. To learn more, visit the Bass Plastic Surgery website or follow the team on Instagram @drbassnyc Subscribe to the Park Avenue Plastic Surgery Class newsletter to be notified of new episodes & receive exclusive invitations, offers, and information from Dr. Bass. 

Andreas Steno Larsen and Mikkel Rosenvold return to discuss the Swedish inflation shock, AI's growing impact on labor markets, OPEC's price war strategy, and the Trump's looming trade deal deadline. They break down whether the market is misunderstanding Trump's tariff strategy, which countries may strike deals, and why tech employment is at an inflection point.

As he now does at the start of each quarter, Jan van Eck returned for a livestream this monring to share with us his macro & market outlook for Q3 2025.Deficits, tariffs, interest rates, bond yields, artificial intelligence, international equities, gold, Bitcoin....what lies in store ahead?Jan is CEO of VanEck, a highly-respected investment company with $116.3 billion in assets under management that offers a range of vehicles including exchange-traded funds (ETFs), mutual funds, institutional funds, separately managed accounts, model delivery SMAs/model portfolios, and UCITS funds and ETFs.#stocks #goldprice #bitcoinprice __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to dissect the market impacts of everything from the latest inflation data to Trump's Big Beautiful Bill and new U.S trade deals.

Kris Jenner revealed her NYC plastic surgeon—and the secret behind her stunningly natural facelift-the SMAS technique!. In this episode of Rohrich Knose Best, Dr. Rod Rohrich breaks down why SMAS ...

Midyear Outlook: Getting in Sequence by ClearBridge Investments

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to break down the latest news and forces driving global markets. From the Israel-Iran war to the future path of interest rate, they unpack how central bank policy and geopolitical factors are fueling volatility and shifts in market positioning.

Perhaps you've heard of Separately Managed Accounts (SMAs) but aren't quite sure how they work or if they're only suitable for high-net-worth investors. In this episode, we'll break down the truth behind SMAs and why more investors are turning to them as a way to gain control, improve tax efficiency, and tailor their portfolios to their unique financial goals. In today's podcast, SHP Financial's Matthew Peck is joined by Cam Iarrobino, Investment Analyst to explain how SMAs differ from traditional mutual funds and ETFs, and why they've gained traction in today's complex market environment. They'll walk you through the key benefits of SMAs—including transparency, customization, and after-tax yield—and how they can be used to align investment strategies with a client's overall retirement plan.  In this conversation, you'll learn the key benefits of SMAs—including customization and after-tax yield—and how they can be used to align investment strategies with a client's overall retirement plan. You'll also learn the importance of rebalancing, direct indexing your investments, and how to know when SMAs are (or aren't) the right fit for you. In this podcast interview, you'll learn: How SMAs offer greater customization and control compared to mutual funds and ETFs. The increased flexibility and efficiency of direct indexing and tax-loss harvesting with SMAs. The advantages of incorporating municipal bonds with SMAs and why their favored by SHP Financial. The value of tax efficiencies and after-tax yield benefits of SMAs, especially for high-net-worth investors. The difference between SMAs, ETFs and mutual funds with minimums, fees and flexibility. How SHP Financial evaluates how to implement SMAs into their client portfolios. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning.

Not every facelift is created equal — and not every face needs the same solution. From the so called mini lift to the SMAS to the Deep Plane Facelift , ...

Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They discuss the USDC stablecoin-issuer Circle going public, Pump.fun launching its own token, memecoin weakness, what the best trades are right now, and HYPE's outperformance, and much more. Later in the show, they are joined by Arch Public's CEO Tillman Holloway and co-founder Andrew Parish. Recorded on June 5, 2025. Check out Arch Public's algorithmic trading platform for free at https://realvision.com/arch

Raoul Pal welcomes Manuel Stotz, president of the TON Foundation, to discuss his journey from Goldman Sachs to TON, a blockchain built on Telegram's massive user base. Raoul and Manuel explore how TON aims to create a new digital financial ecosystem by leveraging Telegram's distribution and targeting real-world use cases, such as remittances, gaming, and stablecoins. Recorded on June 3, 2025

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

SMAS or Deep Plane? The cosmetic surgery game has changed. Here are your options. Hosted on Acast. See acast.com/privacy for more information.

Kevin Green says the SPX can pull back to its 20-day and 200-day SMAs. He points to multiple factors showing a possible pullback, from low liquidity to the 10YR-3MO treasury spread trending to the downside.======== 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

In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends.   Key Timestamps: (0:00) Introductions and background (2:48) Career paths in investment management (12:43) Cash management strategies in today's high-interest environment (13:57) Risk-free rates and building portfolios around them (30:00) Tax loss harvesting: overhyped or valuable strategy? (31:13) Direct indexing and SMAs - worth it or not? (37:01) Dumbest purchases - from $13k couches to levered ETFs  

Portfolio Managers Mike Clarfeld and Erica Furfaro highlight how an active investment approach can help manage risk and identify opportunities during a historic period of volatility sparked by Trump 2.0.

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody's U.S. debt downgrade, Trump's Middle East investment tour, and bitcoin's price action amid rising bond yields.

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover one of our more complex topics we've discussed: tax-loss harvesting through Separately Managed Accounts (SMAs). Let's dive into one of the tools of the ultra high net worth individual, where investments are separately managed in a brokerage account designed to capture losses to offset other income, without increasing risk exposure or sacrificing diversification. Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professional investment advisor, or schedule your FREE financial planning meeting? Schedule A Call - West & Walters

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to unpack the U.S.-China trade agreement, the market's reaction, and the key narratives and risks investors need to watch right now.

Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They explore whether Bitcoin Dominance has peaked as it surges past $100,000 once again, ether leading the altcoin market gains following its Pectra upgrade, U.S. stablecoin regulation hitting a significant snag, and much more. Check out REKT's affiliate partner Arch Public and their algorithmic trading platform for free at realvision.com/arch

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host, Mikkel Rosenvold, the company's partner and head of geopolitics, to dissect whether Donald Trump's trade war strategy is bearing fruit as China purchases U.S. Treasuries. Plus, they examine what sparked a sudden volatility spike in the New Taiwan dollar.

Rekt co-founder and author of the Mando Minutes newsletter, Mando, is joined by Wizard of SoHo, former macro trader turned CIO at 100X Capital, to discuss the narratives and themes driving cryptocurrencies right now. They explore the U.S.-China trade thaw, this week's economic data, BTC's increasing dominance despite some altcoin recovery, and much more. Later in the show, they are joined by Andrew Parish from Arch Public, Real Vision's affiliate partner (go to realvision.com/arch to try algorithmic trading for free).

Sustainability Driving Business Forward by ClearBridge Investments

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all.

In this solo edition of Macro Mondays, Andreas Steno Larsen dives into the biggest stories rattling global markets, from Trump's rumored move against Powell, and the escalating tariff and capital war with China, to gold's surge, Bitcoin's breakout and why all roads now lead to a weaker dollar.

Rekt co-founder and author of the Mando Minutes newsletter, Mando, is joined by Sergio Silva, CEO, of The Meebit Company, to discuss the narratives and themes driving the crypto market right now. From escalating U.S.-China trade tensions under Trump to Powell's remarks from this week's Economic Club of Chicago, they explore how these could impact crypto, risk assets, and investor sentiment. Later in the show, they are joined by Andrew Parish from Arch Public, Real Vision's affiliate partner (go to realvision.com/arch to try algorithmic trading for free).

Steno Research CEO and Asgard-Steno Global Macro CIO Andreas Steno Larsen is back with the fund's COO and head of geopolitics at Steno Research, Mikkel Rosenvold, to break down the latest news and forces driving global markets, including the tariff flip-flopping, U.S. dollar weakness, economic uncertainty, and more.

⬜ Rekt co-founders OSF and Mando, who is also the author of the Mando Minutes newsletter, are back to discuss the narratives and themes driving the crypto market right now.

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matthew Radgowski, CEO of Halo Investing to discuss the difference between buffered ETFs and structured notes, Halo's new structured note SMAs, using structured notes as portfolio insurance, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices