Podcasts about stock investing

David Harrell, editor of Morningstar's DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter's annual Dividend Growers list. Harrell also discusses how to approach dividend investing.What Qualifies a Dividend Stock to Be on the DividendInvestor's Annual Dividend Growers List?13 Elite Companies With Fast-Growing DividendsThis part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor's DividendGrowers list and a follow-up question about companies that weren't included was inadvertently cut during production. The episode has been updated to restore this information.Why These Companies Failed to Make the Dividend Growers List in 2025Which Companies Were ‘Near Misses' for the Dividend Growers List?Why Are Higher-Yielding Dividend Stocks Absent?Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon  Is Double-Digit Dividend Growth Sustainable for Companies?Which Companies Are on Track to Appear on Next Year's Dividend Growers' List? What Investors Need to Know Before Investing in Dividend StocksUndervalued Dividend Growers Stock Picks Read about topics from this episode.  Subscribe to the Morningstar DividendInvestor newsletter.Stocks With 5 Years of Double-Digit Dividend Increases7 Undervalued Stocks that Just Raised Dividends10 Top-Performing Dividend StocksWhat You're Getting Wrong About Dividend InvestingThe 10 Best Dividend StocksThese Dividend Aristocrats Provide Appealing Consistency for Investors What to watch from Morningstar. The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In this insightful episode of Limitless Podcast, Dr. Matthew Preston & Dr. Thaon Simms welcome back My Money JA CEO Randy Rowe for a comprehensive market discussion!

In light of all the politics going on lately, this ep. Taheer & Tariq discuss how much goverment truly has on your investment portforlio.  

In this episode Taheer & Tariq discuss the New World Order happening right under our nose.

There's a second big move in the S&P 500 and it's going to change things! Today we reflect on a historic and volatile week in the markets, highlighting dramatic swings that included 40- to 50-year extremes. We also talk investor psychology, client reactions, and the importance of focusing on long-term planning rather than daily market noise. There's also been a mystery investment that has quietly outperformed this year despite a lack of media attention so it's important to pay attention to all the trends, even the ones that aren't getting mainstream attention. We also share on Warren Buffett's enduring success, Trump's negotiation tactics, and how to spot overlooked opportunities by tracking what isn't crashing when everything else is.  We discuss... A mystery investment that's performed exceptionally well in 2024 but has received zero media attention. How under-the-radar assets often outperform when no one is paying attention. Billionaires lost large amounts of money this year—except Warren Buffett, who gained $12.7 billion. Charts from the previous week showed bond-related assets and corn among top performers, while energy and cannabis sectors lagged. Some Dow stocks barely moved during the selloff—specifically Coca-Cola and McDonald's. We encourage investors to look for stocks that remain resilient during market downturns as potential buying opportunities. Trump's negotiation tactics with China are giving markets a breather while keeping pressure on. Strength in gold miners, healthcare, and food & beverage was cited as areas to watch moving forward. Social media sentiment is largely negative, with most companies underperforming regardless of size. Low volatility stocks are the notable outliers, performing better than other equity factors. Alternative assets like preferreds and hedge funds are also experiencing significant declines. Gold is the surprise top-performing asset this year, up sharply and widely ignored by even gold enthusiasts. Financially strong companies are likely to outperform in uncertain markets and come out stronger. U.S. processed food is often lower quality than international versions, yet less regulated domestically. The 200-day moving average is a key rule of thumb—nothing good tends to happen below it. Global equity markets, particularly Europe and Latin America, remain positive year-to-date despite recent pullbacks. European stocks may offer opportunity, but the speaker expresses skepticism over Europe's long-term competitiveness. The U.S. dollar is down 4% year-to-date and recently broke below its multi-year trading range. Crypto has been mixed, with Bitcoin holding up better than Ethereum but still failing to protect during downturns. Short-term U.S. Treasuries are a reasonable safe option, but cash in one's own currency is the best defense. Investors should stay cautious and avoid big risks during uncertain times, even amid major rebounds. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/second-big-move-in-the-sp 

Send us a textWhat Makes Traders SUCCESSFUL? Anmol Singh Shares His SecretsIn this powerful episode of the Starter Girlz Podcast, trading expert Anmol Singh reveals what truly makes a trader successful. From mastering mindset to building long-term financial growth, he shares the hard truths about trading, investing, and wealth—and why success is more about discipline, psychology, and habits than any fancy strategy.If you've ever wondered how to trade successfully, what separates top traders from the rest, or how to develop the right mindset for long-term investing, this episode is for you.

When people think of how early-stage companies finance their initial growth, venture capital and private equity are often the first things that come to mind, but growth and venture debt have become increasingly prominent in the financial landscape, especially in the wake of the collapse of Silicon Valley Bank. Ross Ahlgren, a portfolio manager in the growth debt team at BlackRock, joins Oscar to help us understand the current themes driving growth and venture debt opportunities, how his team identifies and evaluates emerging trends, and the role of relationships and local presence shaping the future of this market.Go back and listen to episode 120 "Why Are These Events Different to 2008?" where we break down what happened at Silicon Valley Bank in 2023.00:00 Introduction to Venture and Growth Debt01:31 Understanding Venture and Growth Debt02:45 The Role of Venture Debt in Company Expansion04:28 Misconceptions and Risk-Reward in Venture Debt07:13 Impact of Silicon Valley Bank Collapse13:32 Regional Differences in Venture Debt15:01 Investment Opportunities and Risks18:53 Conclusion and Final ThoughtsFollow The Bid on Spotify & Apple Music, and subscribe to us on YouTube. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresventure debt, debt financing, growth capital, business growth, financial support, investment capital, the bid, blackrock investment strategies, finance landscapeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dennis Wong, a real estate entrepreneur and stock market investor, shares how he successfully combines these two investment strategies for long-term wealth. Inspired by Warren Buffett's approach, Dennis explains how he evaluates both real estate properties and businesses for maximum returns. In this episode, we discuss: How Dennis builds a portfolio of real estate and stocks Why stock investing offers flexibility and liquidity The similarities between buying real estate and picking stocks How to evaluate businesses like a pro Beginner tips for real estate investors getting into stocks ======================== ======================== ================= Want to grow your real estate investing business and portfolio?  You're in the right place. Welcome to the Property Profits Real Estate Podcast

When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cycles. So, what's driving this shift towards private market investments and how are these trends reshaping the strategies of investors compared to previous cycles? Paul Braude and Vidy Vairavamurthy, Portfolio managers at BlackRock, join Oscar to help us understand the current themes driving private market opportunities, how they identify and evaluate emerging trends, and how private market investments can complement public market exposures.00:00 Introduction to Diversifying Investment Portfolios00:16 The Rise of Private Markets01:44 Understanding Private Markets and Alternatives03:52 Evolution and Growth of Private Markets07:03 Challenges and Opportunities in Private Markets12:34 Emerging Private Assets16:21 Trends Driving Private Markets19:50 Conclusion and Future OutlookSources: “As companies stay private longer advisors need access to private markets”, Nasdaq, August 2022; BlackRock with data from Prequin as of April 2024; “Expanded DPO” Viewprivate markets, public markets, emerging assets, music royalties, private creditThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Gino Barbaro, co-founder of Jake & Gino, breaks down the key differences between stock investing and real estate investing. He explores not just the numbers and returns but also how your money persona plays a crucial role in determining the best investment vehicle for you.Gino shares real-world examples, including how a $600,000 real estate investment turned into a $3 million asset while generating cash flow and tax benefits. He also explains why real estate's illiquidity can actually be an advantage, how the average investor mismanages stock market timing, and the power of tax-saving strategies like 1031 exchanges and cost segregation.To make better investment decisions, you need to understand your financial mindset. Gino introduces the Five Money Personas:George the Gambler – Loves high-risk, fast-moving investments like stocks and cryptoIvan the Investor – Patient and wealth-focused, ideal for real estate investingSteve the Saver – Values security, but can benefit from real estate's cash flowAmy the Avoider – Struggles with financial decisions and needs to build confidenceSarah the Spender – Needs to control impulsive spending to start investingBy identifying which persona you relate to most, you can align your investment strategy with your financial habits.Want a Free Copy of Gino's Book?  Email: gino@jakeandgino.comSubscribe for more wealth-building insights!Like this video if you found it helpfulComment below: Are you a real estate investor or stock market investor? We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer for fundamental equities at BlackRock helps us explore the significance of infrastructure from an investing perspective, the opportunities in public markets, and the long-term growth potential from investments in renewable energy.Sources: “Growth in global electricity demand is set to accelerate in coming years” in IEA, February 2025; BGF Sustainable Growth Infrastructure Fund, Fundamental Equities, BlackRock Febrruary 2025; FTSE Developed Core Infrastructure Index = 3.35%, Source: FTSE Russell as at 31 January 2025; National Grid Sell US Onshore Renewables Arm $174billion Brookfield” Reuters, February 2024; Bloomberg NEF, January 2025; Bloomberg New Energy Outlook, 2025; “How Copper Will Shape Our Future” BHP, September 2025;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosureslow carbon investing, low carbon infrastructure, infrastructure, infrastructure investing, low carbon opportunities, copper, metals, infrastructure investments, See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape. So, how are these AI developments impacting geopolitics, and what does this mean for investors?Catherine Kress, Head of Geopolitical Research and Jeff Shen, co-head of systematic equities at BlackRock join Oscar to help us understand the current themes driving the intersection of AI and geopolitics, how the broader technology and AI race is evolving, and the broader implications of the shifting US policy landscape on active management opportunities.Sources: DeepSeek model training cost claims from paper, January 2025; 60% of US tech revenues derived from overseas based on Aladdin Explore, using revenue breakdowns from the S&P 500 index as of 4/30/2024; “DeepSeek's low-cost AI spotlights billions spent by US tech” Reuters, January 2025; “How DeepSeek AI Sparks Nearly $1 Trillion U.S. Tech Implosion”, Investors Business Daily, January 2025;“Nvidia Stock Has Almost Recovered From DeepSeek Rout. There's More Good News” Barrons, February 2025; “US government commission pushes Manhattan Project-style AI initiative”, Reuters, Nov 2024; “US tightens control on AI chips export drawing pushback” BBC, January 2025; “FACT SHEET: Ensuring U.S. Security and Economic Strength in the Age of Artificial Intelligence” White House Press Briefing, January 2025; “What Donald Trump's Win Means For AI” Time Magazine, November 2025; “Trump plans to impose 25% tariffs on autos, chips and pharmaceuticals”, CNN, February 2025; “REMARKS BY VICE PRESIDENT VANCE AT THE ARTIFICIAL INTELLIGENCE (AI) ACTION SUMMIT” US Embassy 2025, February 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Should you be buying bonds or real estate? And what's the real path to financial freedom? In this episode, I'm breaking down the investment strategies that have worked for me over the last five years, from stock selection to wealth-building habits. I'll share why buying individual stocks can be a great move—if done correctly—and why I believe angel investing and bonds aren't the best options for most people. Listen in as I dive into the importance of knowing your financial numbers, how to build a personal balance sheet alongside your business, and why the traditional 4% retirement rule may be too conservative. Plus, I explain whether real estate is really the goldmine people think it is and what to consider doing instead. You can find show notes and more information by clicking here: https://bit.ly/4k1YGtK 

Thematic investing is gaining traction in today's investing landscape, but what exactly is thematic investing and how can investors take advantage of this new trend? Jeff Shen, co-head of systematic Active Equity at BlackRock, joins Oscar to help us understand the current themes driving investment opportunities, how his team identifies and evaluates emerging themes and the role of technology in shaping the future of investing. We'll also discuss the risks associated with thematic investing and key takeaways for investors looking to capitalize on these trends.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we're going to look at how to invest during a tariff trade war.I also cover the following topics in this episode:- What are tariffs?- Brief history of tariff wars- History of stock market reaction- How should you invest now?Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Trade policies have always been a critical aspect of global economies and recent developments in US. Tariffs have sparked market volatility and discussions around the impact on inflation. The latest tariff announcements by President Trump have sent ripples through the market, affecting various sectors, and raising questions about their long-term impact. But what exactly are these new tariffs and how will they influence US companies, global supply chains and the broader market? Joining Oscar to unpack these developments is Glenn Purves Global head of Macro in the BlackRock Investment Institute and Catherine Kress, Head of geopolitical research and Strategy at BlackRock.This episode was recorded at 2pm, February 5th, 2025.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Have you ever heard of a hot stock tip and debated if you should jump on it? Or been invited to join a group where they discuss promising stocks? If so, you want to avoid finding yourself in a pump an dump scheme. It can be tempting to seek out quick riches but it can leave you with sizeable losses. In this episode, I review what are pump and dump schemes and how they work. I also talk about short squeezes, like what happened to GameStop Stock in 2021. Please subscribe and leave a review on your favorite Podcasting platform.  If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook You can learn more about Elisa at her website or follow her on social media.Website: https://ww.GrowYourWealthyMindset.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/ElisaChiang  Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast is for informational and entertainment only and should not be considered professional investment, legal, or tax advice. Dr Elisa Chiang is not a certified financial planner, attorney, or accountant.  The views expressed are the personal opinion of Elisa Chiang and her guests and should not be taken as advice specific to you, the listener of the podcast. Personal finance is personal and your personal financial decision need to be made based on your personal financial situation and risk tolerance after having completed your own due diligence.  

In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"The valuation of small caps is incredibly attractive," says Nathan Moser. He joins Oliver Renick to discuss the state of small-cap stocks. He talks about how investors are utilizing small-cap stocks, highlighting that healthcare and tech could be areas where investors could take risks. He then goes over the outlook for quantum stocks and his stock pick Victory Capital (VCTR). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

A critical theme for 2025 and beyond rebuilding the US physical economy with the Infrastructure, Investment and Jobs Act, and other policy measures, there's a renewed focus on enhancing infrastructure, reshoring manufacturing and addressing the housing supply gap. These efforts are not just about construction and development. They're about revitalizing the US economy and creating sustainable economic growth. Joining Oscar is Jay Jacobs, US head of Thematic and Active ETFs at BlackRock. Jay will provide insights into the demographic trends influencing the housing market, the reshoring of manufacturing, and the bipartisan support for these developmentsSources: New York Governor. "Governor Hochul Announces $54 Million in State Funding to Support the Second Avenue Subway Project." 7/30/2024; Reuters. "JFK Airport's massive overhaul takes winding route through debt markets." 12/6/23; Department of Transportation. "Hudson River Tunnel Project between New York and New Jersey." July 2024; American Society of Civil Engineers. "ASCE'S Infrastructure Report Card Gives U.S. "C-" Grade, Says Investment Gap Trillion, Bold Action Needed. 3/3/2021; Report Card for America's Infrastructure. "Overview of Bridges." 2021; MRL Consulting. "Semiconductor in everyday life: products from leading companies you use daily." 7/31/24; Center for Strategic and International Studies, “Mapping the semiconductor supply chain: the critical role of the indo-pacific region,” 5/30/2023; Semiconductor Industry Association. "America Projected to Triple Semiconductor Manufacturing Capacity by 2032. The Largest Rate of Growth in the World." 5/8/24; Realtor.com, “U.S. housing supply gap grows in 2023; growth outpaces permits in fast-growing sunbelt metros,” 2/27/2024; Motley Fool Money. "Millennial Home-Buying and Homeownership Statistics." 9/10/24; CNN. “More than half of American renters who want to buy a home fear they'll never afford one." July 29, 2024; Merrill Lynch. "Will the "Great Wealth Transfer" transform the markets?" May 2024. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As we welcome a new year, we reflect on 2024 as another strong year for equities with inflation, interest rates, and the ongoing impact of artificial intelligence. Still very much in the spotlight. 2025 is shaping up to be an intriguing year for equity investors BlackRock's Global CIO of Fundamental Equities, Tony DeSpirito, will discuss the factors driving the market where he sees the biggest equity opportunities and some of the challenges that lie ahead.Sources: S&P 500 2 Year Return, Y Charts, ‘How Reddit Surprised Wall Street With 185% Post-IPO Surge', Investor Business Daily, Nov 2024; Russell 1000 Value Index historical charts; 2023 GICS Changes: Companies Impacted and What You Need to Know, State Street Global Advisors, Jan 2023; The Magnificent Seven Monitor, Reuters; BlackRock Fundamental Equities with data from FactSet as of 11/30/24This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the second episode of our infrastructure mini-series on The Bid, guest host Mark Weidman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon economy.Sources: IEA Net Zero 2050, May 2021; Bloomberg New Energy Finance (BNEF) New Energy Outlook 2024 (May 2024); LevelTen Energy - Q1 2024 PPA Price Index Executive Summary - North America; Carbonomics, Goldman Sachs Dec 2022This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this first episode of our infrastructure miniseries on The Bid, guest host Mark Wiedman is joined by Raj Rao, Founding Partner, President and Chief Operating Officer of Global Infrastructure Partners (GIP), now a part of BlackRock to talk infrastructure investing 101, how the asset class started, what's driving its growth and why it's becoming a must have in investors' portfolios.Sources: “Data center spending skyrockets as cloud building rush accelerates”, CIO Dive, Sep 2024; “The Infrastructure Opportunity: Listed Versus Unlisted”, Institutional Investor 2022This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As we look back, 2024 was marked by a delicate balance between economic recovery and ongoing challenges. Despite some positive developments, the global economy faced hurdles that influenced investor sentiment and strategic decisions. Central banks navigated complex inflationary pressures, while investors sought to adapt to a rapidly changing environment. Jean Boivin, Head of The BlackRock Investment Institute, joins Oscar to help us look ahead to the new year. Jean will provide insights into the structural shifts we anticipate and explain how investors can navigate the five mega forces that the BlackRock Investment Institute identifies as key drivers of the new macro regime.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI has been dominating investing headlines for almost two years, but it's not just a buzzword. It's a powerful technology that's poised to revolutionize industries and economies on a global scale. Investors are asking how will AI reshape job markets, productivity and economic growth? Nicholas Fawcett, a senior economist in the BlackRock Investment Institute joins Oscar to explore what AI means for the broad economy and the different stages of AI's evolution.Sources: Productivity estimates based on Brynjolfsson, Li, and Raymond (2023), Dell'Acqua et al. (2023) , Cui et al. (2024); Capex spend from BlackRock Investment Institute, Reuters, October 2024; Agricultural data based on IPUMS USA, October 2024This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For The Bid's 200th episode, joining Oscar is one of BlackRock's founders, Rob Kapito. Rob currently serves as president of BlackRock and has witnessed the firm's incredible journey from the days of a largely US-based fixed income shop to becoming the firm trusted to manage more money than any other investment company in the world. Rob shares insights on the history of BlackRock, the firm's growth, and the evolving culture that has driven its success. We also look ahead to the future and get Rob's views on what lies ahead for BlackRock.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As the election results have been called, we bring you a special episode of The Bid where Catherine Kress, head of Geopolitical Research and Strategy at BlackRock joins Oscar to discuss what is next for markets and how investors can position themselves for success during a volatile period.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets.Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing more broadly, examining the latest trends and challenges facing investors, and how technology is playing a role in shaping these products.Joining Oscar live in London at BlackRock's annual UK Wealth Investors Forum is Manuela Sperandeo, Head of Product for iShares in EMEA and Stuart Doole, global head of Equity investing research at MSCI, an investment research firm that provides stock indexes, portfolio risk, and performance analytics.Sources: ‘Global ETF assets reach $11 trillion', Investment News, February 2024 Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Actively managed funds do not seek to replicate the performance of a specified index, may have higher portfolio turnover, and may charge higher fees than index funds due to increased trading and research expenses. The iShares ETFs that are registered with the US Securities and Exchange Commission are distributed in the US by BlackRock Investments, LLC. This material does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. BlackRock Is not affiliated with MSCI.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Active equity investing isn't just about picking stocks, it's about making informed strategic decisions to beat the market or generate alpha. But what does that really mean for your portfolio, and how can you consider long-term investing strategies when faced with volatile markets?Recorded live in London at BlackRock's annual UK Wealth Investors Forum, joining Oscar is Alister Hibbert, head of BlackRock's Strategic Equity Team. Together they explore the nuances of active investing, how to be selective when considering companies for a portfolio, and how to think long term when faced with short-term headwinds.Sources: “Bernard Arnault & Family” Forbes; “Obesity Market to Reach $150B as Demand Grows, Supply Stabilizes” Reuters; “Who is Bernard Arnault” CNBCThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy, and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The shift to a low-carbon economy will demand more capital than any of us have seen in our lifetimes—far more than private actors alone can provide. Public markets—the securities that make up the bulk of most investor portfolios available on stock exchanges—are set to play a much larger role in this transition. So, while private markets may have a head start, public markets are catching up quickly.In this special episode, Mark Wiedman, Head of BlackRock's Global Client Business, will lead a conversation with BlackRock investors Evy Hambro, Olivia Markham, and Will Su about the transition opportunities they're seeing in public markets—and what it will take to fully unlock their potential.Sources: BHP Insights “How Copper Will Shape Our Future” Sep 30 2024; Bloomberg New Energy Finance Outlook 2024; Our World In Data “Energy Mix: Explore global data on where our energy comes from, and how this is changing”, January 2024; ExxonMobil Global Outlook, 2024; “Energy Explained” Energy Administration EIA, 2022; “Strategic Perspectives on U.S. Electric Demand Growth”, Center for Strategic and International Studies, May 2024; “Decoding Data Centers: Opportunities, risks and investment strategies”, Boston Consulting Group, July 2024; “U.S. Energy-Related Carbon Dioxide Emissions, 2023” EIA 2024; “Monthly price of uranium worldwide from January 2020 to June 2024”, Statista; Global Price of Uranium 1990-2024, FRED Economic Data; Bloomberg Data 2024This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy, and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this special bonus episode, we welcome you into BlackRock Headquarters in Hudson Yards for a Global Town hall where BlackRock Chairman and CEO Larry Fink welcomes Bayo Ogunlesi to celebrate the coming together of BlackRock and Global Infrastructure Partners. Larry and Bayo discuss the opportunities presented by their partnership, emphasizing the transformative potential in capital markets and AI.Sources: Capital Markets Fact Book, 2024 SIFMAThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As rates are going down, investors are reviewing their cash portfolios once again, considering how cash and cash equivalents typically react to monetary policy shifts and thinking about what to expect over the next 12 months. Beccy Milchem, global Head of Cash Distribution at BlackRock, will discuss the importance of actively managing cash regardless of the yield curve shape and shares her insights on the mantra of putting your cash to work and how this approach can benefit investors worldwideSources: US Department of Labor Statistics, October 2024, “Global Money Market Fund Flows Update: 1H24”, Fitch; iMoneyNet, as of 30 September. Performance represents Net MMF Yields vs. Effective Fed Funds Rate (pre-2016) and Fed Funds Target Lower Bound. Analysis excludes emergency rate cuts (aka cuts from non-scheduled FOMC meetings) and rate cuts in excess of 50 bps.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Earlier this year, Larry Fink, BlackRock's Chairman and CEO, talked about the retirement crisis and the difficulty that individuals face when planning for their financial future. Saving for retirement can be challenging due to various factors such as rising living costs, longer life expectancies, and the decline of traditional pension plans. Continuing the conversation, Oscar is joined by Lacy Garcia, CEO and Founder of Willow, a wealth technology firm and Katie Cullen, Head of Business Consulting at BlackRock. Lacy leads her firm with a powerful mission to help next generation investors, most notably women and underrepresented groups, to achieve financial security. Lacy will discuss her motivations for starting Willow, the challenges she faced along the way, and her advice for budding entrepreneurs. Katie covers the current retirement landscape, how that pertains to diverse communities, and some practical considerations for anyone looking to plan their own financial future.Sources: ‘Read on Retirement', BlackRock 2024, BlackRock People and Money report, 2020, Fidelity Institutional Insights ‘Meeting The Moment', December 2021; Two-Thirds of Americans Have Decreased Spending Due To Economy, Wells Fargo, Newsroom, February 2024This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The game of tennis has captivated fans of all ages around the world, but what do match points and market trends have in common? Ronald Van Loon, Portfolio manager in BlackRock's fundamental fixed income team argues that there are a number of parallels between tennis and the investing tactics one must take to outperform the market. Ronald will help us explore the similarities and the differences that investors can take from this fast-paced game and how the mental game of tennis can also translate to investment strategies and beyond.Sources: “Long-Term Investing and the Frequency of Investment Decisions”, Journal of Portfolio Management, 2022 Ronald J. M. van LoonThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Brianna Woodruff interviews Brad Sugars as he explains the essentials of wealth creation for beginners. They discuss what wealth truly means beyond mere financial success and share valuable insights from Brad's extensive journey in building wealth. You will discover how to shift your mindset to embrace the idea of wealth creation, along with practical strategies for building long-term wealth at any stage of life. From understanding the key factors that contribute to successful wealth builders to exploring the three pillars of wealth—buying, building, and selling businesses, real estate, and investing in stocks—this episode serves as a comprehensive guide for anyone looking to start their wealth journey. Tune in for actionable tips and inspiration to kickstart your path to financial success!About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Learn the Fundamentals of Success for free:The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter

In this episode of Market Mondays, we explore the power of a self-directed IRA and how it can be used to invest in real estate. Understanding how to leverage this tool for real estate investments is a key topic for savvy investors looking to diversify their portfolios and plan for long-term wealth.We also dive deep into major developments in the tech and energy sectors, including Microsoft's 20-year deal to revive the Three Mile Island nuclear plant to fuel AI data centers. What are the implications of tech giants investing in nuclear energy for AI, and how might this shape the future of sustainable energy partnerships? Additionally, we analyze Microsoft's AI leadership and the potential challenges it faces as recent reports suggest a decline in its competitive edge.Palantir Technologies' inclusion in the S&P 500 has caused a significant surge in its stock price. What does Palantir bring to the index, and what are the risks and rewards for investors? Meanwhile, we discuss leadership turmoil at 23andMe after all independent directors resigned due to disagreements with CEO Anne Wojcicki. What does this mean for investor confidence?We also tackle the resignation of Nike's CEO amid internal controversies. How will this leadership change affect Nike's strategic direction and stock performance? Intel has also been in the spotlight, with board meetings and potential acquisition talks with Qualcomm. Should investors adjust their positions based on this news?In the energy sector, investor Stephanie Link mentions that ExxonMobil is trading at extremely cheap levels. Do we agree with this assessment, and what should investors consider before buying Exxon stock? Additionally, a new ETF uses AI to emulate Warren Buffett's investment style—an interesting innovation, but are there risks involved in relying on AI for such strategies?We also revisit stocks like e.l.f. Beauty and Celsius Holdings, which have seen recent declines. Are these good buying opportunities, or should investors be cautious? We dive deeper into Palantir Technologies' business model and future growth projections, considering its potential to become a significant holding in tech portfolios.Lastly, we examine whether Apple, despite perceptions of lackluster innovation, remains an underestimated investment. Plus, we explore how high-profile artists and influencers promote brands like Tesla without formal endorsement deals, and why black-owned companies don't receive the same level of public endorsements. What does this reveal about cultural influences on brand promotion, and how does it affect investment and growth opportunities?#MarketMondays #SelfDirectedIRA #RealEstateInvesting #MicrosoftAI #NuclearEnergy #Palantir #Nike #23andMe #ExxonMobil #AIinInvesting #AppleStock #InvestorStrategies #TechInvesting #Tesla #WarrenBuffett #FinancialEducation #StockMarketAnalysisSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

AI investing is a hot topic of conversation. But how should investors be considering both tech and AI in their portfolios - as part of the same allocation, or should they be separate? Jay Jacobs, US Head of Thematic and Active ETFs at BlackRock joins host Oscar Pulido to discuss whether investors should consider AI and tech as separate allocations, different investing approaches to AI and specific sectors to explore within the AI ecosystem.Sources: The Economist “IT companies log strong revenue growth outside key North America market, May 1, 2024; “Profiles of the Future: An Inquiry into the Limits of the Possible”, Arthur C. Clarke, 1962This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sean Tepper is the founder and CEO of Tykr, a stock screener and education platform all-in-one that helps you manage your own investments with confidence. Listen to day's episode to learn more about beginner investing strategies and where to start your journey in the world of finance. Want to check out Tykr? Click here - https://tykr.com/ Interested in more content from Brandon? Click here - https://linktr.ee/getoveryourself_podcast

On this episode of Upticks, Jake and Cory dive into a range of financial planning topics, from investment strategies and retirement planning to broader economic outlooks.  The discussion offers insights on how individuals can make more informed financial decisions and avoid common pitfalls, with a strong focus on personalized planning over generic approaches. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!   To subscribe to our newsletter, please email luke@falconwealthadvisors.com If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' Today: https://a.co/d/geeSRDy Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site. #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future?Tony Kim, portfolio manager from BlackRock's Fundamental Equities team, joins Oscar to explore the evolving conversation around AI among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing.Sources: Google Investor call, July 2024 per Sundar PichaiThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Economists around the world have been attributing the rise in costs of services and inflation in a number of countries to Taylor Swift's worldwide Eras tour. However, Swift herself can't be held fully responsible for some of the shifts in consumer spending habits that are influencing the prices of goods and services. There are many other macro and micro forces at play in driving spending behavior and inflation trends around the world. Tom Becker and Kate Moore are senior investors at BlackRock with decades of global macro and thematic investing experience between them. They join Oscar to discuss the changes in consumer spending behavior, the future path of interest rates, and what signs investors should be on the lookout for in the latter half of 2024.Sources: 2024 Findings from the Diary of Consumer Payment Choice, Federal Reserve July 2024; Bureau of Labor Statistics CPI data 2022This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Investors have started to worry about tech companies spending big on artificial intelligence. Carolina Martinez Arevalo, Portfolio Strategist of the BlackRock Investment Institute, explains why we focus on the broader story and stay overweight the AI theme.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Enlisted Airmen with half a million dollars invested?! Meet Darren Thedieck, US Air Force E-7 who was recently featured by CNBC. and Stripes. We talk very practical tips with Darren about how he learned to save, where he saves, speicific ETFs we like, and handling his family's journey from debt to financial independence. How to handle debt Where to park my savings? How much am I actually paid? (Be sure to review your annual Personal Statement of Military Compensation) Handling financial conversations with a spouse Is 100% stocks ok? Retirement accounts vs taxable brokerage accounts Balancing saving goals vs enjoying life and traveling Links mentioned in today's show: Darren's Facebook page Darren's Facebook group, financial dream to reality Our Rich Journey YouTube Our Rich Journey Books mentioned: Stock Investing for Dummies Personal Finance For Dummies The Essays of Warren Buffet: Lessons for Corporate America Unshakeable by Tony Robbins Psychology of Money by Morgan Housel For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com. If you want to maximize your military paycheck, check out Spencer's 5-star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on A History of Investing in AI.Artificial Intelligence has revolutionized industries and reshaped the way we live, work, and interact with technology. But before the age of self-driving cars, virtual assistants, and smart homes, there is a fascinating history of research, trials, and tribulations that laid the foundation for the AI-driven world we inhabit today. Oscar is joined by Jeff Shen, Co-CIO, and Co-head of Systematic Active Equity at BlackRock, to discover the history of AI's investing booms and winters and what the current wave of AI investing has in store for investors.Original episode aired: October 6th, 2023.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New Balance just passed Under Armour in sales… because of its Dad Shoe pivot.Warren Buffett's newest investment? $260M in Ulta Beauty… because Ulta changed how ya buy makeup.A wild new study breaks down a big new tradeoff… Every $1 in sports betting is $1 not invested.Plus, only 11 states have a single area code… and 603 New Hampshire is fighting to remain one of them.$DKNG $ULTA $UASubscribe to our Saturday Newsletter: tboypod.com/newsletter Watch us on YouTube Submit Facts & Shoutouts Instagram, TikTok, LinkedIn (Nick) & LinkedIn (Jack)About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today's top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prospects, challenges, and potential opportunities that may define Japan's future in the global investment sphere. Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors— including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate reforms. Will Japan be able live up to its potential and redefine its role on the global investment stage?Original episode aired: January 26th, 2024.Sources:FactSet and MSCI (for current %); for 1989 %, 14 Fascinating Facts About Japanese Stocks -- From 1989 | The Motley Fool; History of Financial Crises, JAPAN'S LOST DECADE, September 29, 2021; Japanese Inflation Rates: 1971 to 2024; Refinitiv Datastream, Japan Ministry of Internal Affairs and Communications, Reuters, BlackRock. Data as of Oct. 2023.; Bloomberg. Data as of Sept. 2023; Reuters ‘Explainer: What is the Tokyo Exchange's new list of firms disclosing capital efficiency plans?' January 15, 2024This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

More central banks are starting to cut policy rates after their quick tightening during the pandemic. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, explores why we think central banks will need to keep rates higher for longer and how that informs our bond and credit preferences.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Episode 367 of Hidden Forces, Demetri Kofinas speaks with Spencer Jakab and Andrew Left. Jakab is an award-winning financial journalist who edits the Wall Street Journal's “Heard on the Street” column. He is also the author of “The Revolution That Wasn't,” a book about the meme stock craze that overtook the video game retailer GameStop in 2021 and the heroes and villains, like activist short-seller Andrew Left, who made that story so captivating and powerful. As the founder of Citron Research, Andrew famously bet against GameStop during the mania of 2021, only to get squeezed out of his position as the stock rallied to the unimaginable heights of $483 per share. Last week, amidst the excitement and uproar of Keith Gill's anticipated return as ‘Roaring Kitty,' the hero of Wall Street Bets and the face of the GameStop meme craze, Andrew announced that he was at it again, taking a new short position in the video game retailer, albeit at a significantly reduced size from the one he was forced to close three years ago. Demetri devotes the episode's first hour to recapping the GameStop meme craze and how it relates to the concept of Financial Nihilism that he developed in 2019 and about which he began publishing episodes in early 2020. He, Andrew, and Spencer discuss the role of narrative investing, the characters that make up a good financial story, and how those character archetypes come together to generate interest and excitement around a given company's stock or crypto token in the hopes that it could lead to life-changing profits, a communal sense of belonging, and a whole lot of fun. In the second hour, Demetri asks Andrew and Spencer if they think that this latest resurgence in the price of GameStop is a late aftershock to the 2021 meme stock mania or if it is a sign of things to come as liquidity ramps higher ahead of the 2024 election. Kofinas also asks Left about how this investment philosophy of financial nihilism has impacted the ability of activist short-sellers like him to operate, what he thinks explains this change in attitude towards the stock market among Millennials and Zoomers, and how the forces driving it are impacting our politics and society at large. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today's episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 06/12/2024