Podcasts about t rowe price

Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix's stock and where the streamer could profit next. Open-End Funds vs. Active ETFsAdvantages of Active ETFsAppeal for Day TradersDisadvantage of Active ETFsWhich Investors Should Consider Swapping Mutual Funds for ETF CounterpartsComparing Open-End Funds and Active ETFs on Key FactorsHow T. Rowe Price Funds Compare to ETFsFidelity Funds vs ETFs PerformanceCapital Group's Different Approach to Their Funds vs ETFsDecision Expected From SEC on ETF Share Class Requests  What's New in the Markets  Netflix's Message to CompetitorsToo Early to Judge Live Sports PushHow Can Netflix Increase Profits?  What to Watch for From Netflix's Earnings Report Morningstar's Outlook on Netflix Stock Read about topics from this episode.  How to Find the Right Active ETF for Your PortfolioWill Active ETFs Outnumber Passive ETFs?3 Great Active ETFs for Stock InvestorsAre Active ETFs Truly More Tax-Efficient?Morningstar's Guide to Active ETFsAfter Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?3 Cheap Stocks to Watch in the Fight Over Sports Streaming What to watch from Morningstar.It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?Where Investors Can Find the Highest Bond Yields in 2025How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing:Ivanna HamptonRuss KinnelMatthew Dolgin 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 episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien's experience building a 40,000+ following on Linkedin and a new quick fire round.

Welcome to today's podcast episode of Dividend Talk. This time we start with Alphabet's new dividend policy, followed by some noteworthy comments from TotalEnergies' CEO. After the news we share several dividend hikes with you, most notably those from 2 dividend kings. The main topic of the show consists of several earnings reports discussions which where suggested by our listeners: Unilever, Bristol Myers, Agree Realty, Evolution AB, T Rowe Price, Signify and Cibus. As always, we close out with several of your listeners questions. We hope you will enjoy the show and C U next week! Not a Premium Subscriber yet? Get access here: https://europeandgi.com/sign-up/ It gives you access to our unique dividend growth compass newsletter, 50 dividend stock cards and deep dives, eLearning course about the 3 financial statements and our Beta dividend safety dashboard (~200 dividend growth stocks) Feel also free to join the conversation on our DividendTalk Facebook group: https://www.facebook.com/groups/dividendtalk

Join Steve as he delves into the crucial decision of whether to rollover your 401K to an IRA. With insights from financial experts like T Rowe Price's Roger Young, discover the benefits and considerations of this pivotal retirement move. Learn how an IRA offers greater investment flexibility and control over distributions, while also exploring the potential advantages of keeping funds in a 401K. Steve shares valuable strategies for helping clients navigate this decision, including the little-known option of in-service distributions and the importance of diversification for retirement income. Uncover the hidden tax implications of leaving a large IRA inheritance and explore tax-efficient alternatives for building a lasting legacy. Whether you're nearing retirement or planning for the future, this episode provides essential guidance for maximizing your retirement wealth while minimizing tax burdens.  Call Steve today for you customized 401K X-Ray! See omnystudio.com/listener for privacy information.

Congratulations to this week's selected creators: @mvpeers,@jgkelley, @CollingsPaige, @hbarra, @krishnanrohit, @geneteare, @chudson, @aliyalakhani, @jeffbeckervc, @nvidia, @LanceUlanoff, @JoannaStern, @RachelEnsignWSJ, @gvipers, @viaCristiano, @jacobbogage, @marianaa_alfaro, @stevesi, @mgseigler, @oliverbethell, @abbyohlheiser, @alex, @ChristineMHall, @JessicalessinContents* Editorial: Ban Foreigners Owning Key Assets?* Essays of the Week* Busting Myths on Foreign Media Ownership as TikTok Ban Looms* Congress Should Give Up on Unconstitutional TikTok Bans* Vision Pro is an over-engineered “devkit”* LLMs have special intelligence, not general, and that's plenty.* Fintech Unicorns Trot Onto Leaderboard In February* The Changing Nature of Pre-Seed Syndication* Screening for Maniacs* Video of the Week* NVIDIA CEO Jensen Huang* AI of the Week* Forget Sora, this is the AI video that will blow your mind – and maybe scare you* OpenAI Made AI Videos for Us. These Clips Are Good Enough to Freak Us Out.* News Of the Week* House passes TikTok bill that could ban app in the U.S., spawning Senate* support* HR 7521* Steven Mnuchin Says He Is Putting Together a Group to Buy TikTok* Strangulation or Regulation?* An update on our preparations for the DMA* Banning TikTok would be both ineffective and harmful* Coinbase Raises $1 Billion Through Convertible Notes Offering* Stripe's growth continues to impress as total payment volume tops $1 trillion* Startup of the Week* The Information* X of the Week* Cyan Bannister on Space X and Elon MuskEditorial: Ban Foreigners Owning Key Assets?As I digested the news that the House had voted to force Chinese-based investor ByteDance to divest ownership in TikTok, I pondered whether the US or US companies owned key strategic assets in other nations. I was pretty sure the answer was yes.I asked ChatGPT:What key assets of overseas countries are owned by the United States or US Companies?The answer was long. There are a lot, covering Real Estate, Energy and Natural Resources, Financial Services, Technology and Telecoms, Infrastructure, Media, Entertainment, Agriculture, and Pharmaceuticals and healthcare.I asked it to dive deeper into Energy and Natural Resources:Can you expand on energy and natural resources and list the top 5 assets that are US-owned by strategic to the country in question?ChatGPTExpanding on the energy and natural resources sector, U.S. companies' overseas investments often focus on areas with significant strategic value, either due to their size, the nature of the resources, or their critical role in the host country's economy. Identifying the "top 5" assets can be challenging due to the dynamic nature of the industry and the sensitivity around such strategic assets. However, I can provide examples that highlight the kind of assets that would be considered strategically significant:* Oil Fields in the Middle East: U.S. companies have long had interests in the Middle East's oil fields, which are among the world's largest and most productive. An example would be Chevron's stake in the Partitioned Zone between Saudi Arabia and Kuwait. These assets are crucial due to their vast reserves and the global oil market's dependence on Middle Eastern oil.* Natural Gas Projects in Australia: The U.S. energy giant Chevron operates two of Australia's largest natural gas projects, Gorgon and Wheatstone. Australia is a key player in the global LNG market, and these projects represent significant U.S. interests in the region, providing energy to Asia-Pacific markets.* Mining Operations in Africa: U.S. companies have significant mining operations in Africa. For instance, Freeport-McMoRan's involvement in the Democratic Republic of the Congo's cobalt and copper mining industry is crucial, given cobalt's importance in battery production for electric vehicles.* Shale Gas in Argentina: U.S. companies like Chevron and ExxonMobil are involved in Argentina's Vaca Muerta shale formation, one of the largest reserves of shale gas and oil outside North America. This is strategic for Argentina, contributing to its energy security and potential as an energy exporter.* Renewable Energy Investments in Europe: U.S. companies are increasingly investing in renewable energy assets abroad, such as Iberdrola, a Spanish company in which the U.S. investment bank JPMorgan Chase holds a significant stake. This investment is strategic as Europe transitions towards sustainable energy, and Iberdrola is a major player in wind and solar energy.These examples illustrate the diverse nature of U.S. energy and natural resource investments abroad, emphasizing assets that are strategically important due to their size, the resources they provide, or their role in the host country's energy sector.What is the point of this exercise? The goal is to illustrate that global interconnectedness is the norm, not the exception. International relations have had reciprocity—allowing foreign companies to operate in the U.S. fosters a reciprocal environment where American companies can also expand and thrive overseas. The moment the domicile of ownership appears as an issue, the biggest loser will be the largest owner of foreign assets—hint: not China.TikTok does not represent a threat to the US. And Bytedance's ownership is not more concerning than Shell's ownership of oil platforms overseas should be. Indeed, Bytedance, and therefore TikTok, is not even “Chinese” anymore: This is from the FT:The company is often described by western politicians as a “Chinese” entity. However, as I have noted before, some 60 per cent of the group is actually owned by “international” investors, overwhelmingly American. An estimated $8bn has been invested by private capital companies, including Sequoia Capital, Susquehanna, General Atlantic and Coatue Management. Mainstream investment funds such as Fidelity, T Rowe Price and BlackRock are exposed, too.Returning to the economic nationalism of the inter-war years and fear-driven politics will not serve humanity at all. Demonizing Chinese ownership will equally have negative results, especially if China reciprocates with US ownership, such as Tesla or Apple in China.Who benefits from this demonization? - jingoistic politicians seeking cheap votes. I cannot think of any example of jingoism serving good human outcomes.So, it seems the “predecessor” agrees, but I do not favor a TikTok ban or forced divestiture. I am with the EFF (see this week's essays) in seeing this ban as wholly negative. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thatwastheweek.substack.com/subscribe

In this sponsored edition of the FT Adviser podcast we look at what changed for fixed income in 2023. Could it all change again in 2024? And are central banks really on top of inflation?Amanda Stitt, portfolio specialist in the fixed income division at T Rowe Price, discusses the topic with investment reporter Tara O'Connor. Hosted on Acast. See acast.com/privacy for more information.

Nos acercamos a esta gestora estadounidense con 87 años de historia sobre sus espaldas con Bruno Ruiz de Velasco, responsable sénior de Relaciones con clientes para Iberia de T Rowe Price.

En la tercera hora de Capital continua el segundo tramo del Consultorio de Bolsa con Paco Pérez, analista independiente. En el Foro de la Inversión hablamos con Bruno Ruiz de Velasco, Senior relationship manager para España y Portugal de T ROWE PRICE. Y terminamos con Gabriel López, Ceo de Inverdif en el consultorio de fondos donde responde a las cuestiones de los oyentes.

We have a fascinating discussion with Sebastien Page, Head of T Rowe Price's global multi-asset division, about the new regime we find ourselves in. But what exactly does this regime change mean? Well, for the first time in 40 years, we have seen a higher high in fed funds, marking the end of the era of near-zero interest rates. This shift has significant implications for portfolio construction and diversification strategies. In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and considerations for building and protecting your wealth in this changing financial landscape. WEALTHTRACK episode 2029 originally broadcast on January 12, 2024 More info: https://wealthtrack.com/a-new-market-era-requires-different-strategies-sebastien-page-describes-his-updated-approach/ The View from the Knife's Edge: A New Market Regime: https://www.troweprice.com/corporate/us/en/press/press-release-financial-services-review-the-view-from-the-knifes-edge-a-new-market-regime.html Bookshelf: Beyond Diversification: What Every Investor Needs to Know About Asset Allocation https://amzn.to/3U4a2mB --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Lee White, Founder & President, LM White Consulting joined Grayson Brulte on The Road to Autonomy podcast to discuss why autonomous trucking is a big business opportunity and what the economics of that business will look like when autonomous trucks are operating commercially. The conversation begins with Lee discussing the current state of the autonomous trucking industry. We are on track, we are on plan, we are moving forward. – Lee WhiteThe autonomous trucking industry is healthy and the health of the industry is being validated with the continued investments from institutional investors such as T. Rowe Price and Softbank. While economically healthy, the industry is currently under strain from the perceived notion that autonomous trucks and autonomous vehicles are one in the same.The consistently for the AV trucking operations is a very positive advantage over robo-taxis, and I think the trucking group has to begin to separate itself from this clumping everything together. – Lee WhiteTo truly demonstrate the benefits of autonomous trucking, the industry has to take a hold of the narrative and demonstrate to the public, policymakers, investors and the traditional trucking industry the true benefits of autonomy. Autonomous trucks will lead to lower cost goods (helping to reduce inflation), more productivity, and more robust and secure supply chain. Daimler Truck is taking the lead on messaging to investors and Wall Street. During their Capital Market Day 2023, Daimler Truck announced that autonomous trucking would be one of the key pillars of their business. By 2027, autonomous trucking will begin to unlock a new high-margin business. By 2030, Daimler Truck is projecting revenue north of €3 billion with EBIT potential north of €1 billion.To unlock this business Daimler Truck is investing responsibly and managing their capital expenditures. For the first nine months of 2023, Daimler Truck has invested €155 million in “other business activities and corporate items which comprised primarily of operational expenses related to their autonomous driving business”. Up from €139 million for the nine months of 2022, an increase of €16 million year-over-year. This is a responsible investing strategy that is both prudent and sustainable for Daimler Truck long-term. It's one that more companies developing autonomous trucks should follow. The model for developing and commercializing autonomous trucks varies widely. Volvo is taking a slightly different path to autonomous trucking through their transport-as-a-service model where they will own and operate the autonomous trucks.[Volvo] wants to sell you you transportation as service and that becomes how they sell trucks now. It's like the airline industry, you don't buy an airplane engine anymore from GE or Rolls-Royce, you buy time, you get run hours. If that's the new model, that will be very successful. – Lee WhiteAs we head into the holiday season with a slowing economy and consumers deprioritizing spending on physical goods and prioritizing spending on experiences, the freight industry will have to adapt to the changing consumer spending patterns. The slowdown in the freight market has been ongoing for sometime and YELLOW, a 100 year-old LTL carrier was a casualty of market conditions and union negotiations, as the company filed for voluntary Chapter 11 petitions on August 6th, 2023.97% of all trucking companies have 20 or less trucks. There is going to be a lot of them that are right on the edge. – Lee WhiteWrapping up the conversation, Lee and Grayson discuss the impact that California's zero-emissions trucks regulation will have on the trucking market. Recorded on Thursday, November 9, 2023--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles and logistics. The company has three businesses: The Road to Autonomy Indices, with Standard and Poor's Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy Podcast and The Road to Autonomy's This Week In The Index; and The Road to Autonomy Research and Consulting Services.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Episode 169 of our podcast, your number-one podcast for all things dividend investing and stock market-related, with a European flavor. In this episode, we continue to discuss the 3rd Quarter Earnings of T Rowe Price, Texas Instruments, LyondellBasell Industries, Sagax, Assa Abloy, and Unilever. News of the Week: What is going on with Sanofi: We give our take on why the company dropped 19% and if this now presents a buying opportunity Main Topic: earnings from T Rowe price Texas Instruments LyondellBasell Industries, Sagax Assa Abloy Unilever Listener Questions: We also tackle a lot of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide our insights. Companies Mentioned: Lockheed Martin Intel, Realty Income Cibus and Supermarket Income REIT Walgreens Boots Alliance Automatic Data Processing GSK Archer-Daniels-Midlands VICI Links mentioned in the Show How to pick Pharma Stocks - https://www.youtube.com/watch?v=2Iktk-o94Bg Texas instruments business breakdown - https://dividendtalkpodcast.com/eps-157-texas-instruments-business-breakdown-also-is-unilever-finding-its-mojo-back/ 3 Halloween Dividend Growth Stocks including Service Corp International. https://www.europeandgi.com/5-bullet-sunday/5-bullet-sunday-44/

Los futuros del S&P 500 y Dow Jones se mantienen estables tras una jornada negativa. La subida en los precios del petróleo, debido a recortes de suministro por Arabia Saudita y Rusia, y un aumento en los rendimientos del Tesoro generan preocupación sobre las futuras acciones de la Reserva Federal en tasas de interés. El precio del West Texas superó brevemente los $87 por barril. Se esperan informes económicos y de ganancias para el miércoles. El peso mexicano sufre una depreciación del 1.13%, cotizando a 17.36 unidades por dólar, influenciado por la preocupación global sobre un posible enfriamiento económico. Indicadores como el PMI de servicios de Caixin China, que descendió a 51.8, y datos de la Eurozona, con el índice PMI compuesto en 46.7, evidencian contracción económica. Esta tendencia del peso también se ve impulsada por decisiones recientes de la Comisión de Cambios y Banxico sobre las coberturas cambiarias. SoftBank Group busca valorar a Arm Holdings en hasta $52 mil millones en su esperada Oferta Pública Inicial (OPI). Iniciaron su "roadshow" en Baltimore, sede del importante gestor de activos T Rowe Price. Se espera que SoftBank ofrezca 95.5 millones de acciones depositarias estadounidenses de Arm a un precio entre $47 y $51 cada una. Esta valoración es menor que la reciente compra de SoftBank del 25% de Arm por $64 mil millones, pero aún supera el acuerdo fallido de $40 mil millones con Nvidia. La Comisión Federal de Comercio (FTC) está a punto de presentar una demanda contra Amazon.com Inc. tras finalizar una investigación antimonopolio de cuatro años. Se espera que el litigio se centre en el popular mercado en línea de Amazon, donde comerciantes terceros, que actualmente representan más de la mitad de las ventas en línea de la empresa, pagan una comisión por cada venta. Estos comerciantes han argumentado que Amazon vincula injustamente el acceso a su mercado con su servicio logístico.

00:09 | Redwood raises $1.0b!- Redwood Materials, a battery recycling startup, raised $1 billion in a Series D round co-led by Goldman, T Rowe Price at an estimated $5.0b valuation- US Dept of Energy also provided a $2 billion loan00:41 | Greyscale beats SEC in lawsuit for spot BTC ETF?- Federal appeals court challenges SEC's denial of Grayscale's bitcoin spot ETF application- Court says SEC's decision was "arbitrary and capricious"- Bitcoin-related assets surge02:06 | OpenAI revenue projected for $1.0b- OpenAI is posting $80m in monthly revenue vs $28m one year prior, outpacing estimates- ChatGPT Enterprise announced this week. Aims to assist employees in learning new skills and analyzing internal data. Focus on data privacy.03:41 | Elf Beauty buys Naturium for $355m- Elf doubles its skincare market share- Elf's stock rises 250% in a year- Investor interest in beauty brands is hot!04:32 | Klarna's net income +67% better in 1H 2023- Klarna reduces losses by 67% in H1 2023, with a 21% increase in net operating income- Company emphasizes AI advancements, launching a feature that saves 60,000 hours annually.05:45 | Cohere AI to raise a primary round- Cohere hires JPMorgan and Goldman to raise capital- Tiger Global is selling in the secondary at a $3.0b valuation- Cohere last raised in the primary at $2.2b in Jun 202306:11 | Big capital raises- Ramp (www.ramp.com) | $300m Series D, $5.8b valuation- Gympass (www.gympass.com) | $85m Series F, $2.4b valuation- Zepto (www.zeptonow.com) | $200m Series E, $1.4b valuation- Korea Credit Data (www.kcd.co.kr) | $76m Series F, $990m valuation- Cellares (www.cellares.com) | $255m Series C, $666m valuation07:09 | Pre-IPO +0.75% for week- IPO Watch: I have Instacart at a $12.4b valuation, Klaviyo $4.3b. Keeping an eye out on where this IPOs will price.- Week's winners: Instacart +9.1%, Anthropic +6.8%, Databricks +5.9%, Brex +2.1%, SpaceX +2.0%- Week's losers: Neuralink -19.3%, Deel -8.7%, Airtable -8.4%, Rippling -7.6%, Chainalysis -3.1%- Top 5 largest companies by valuation: ByteDance $206b, SpaceX $150b, Stripe $49b, Databricks $35b, OpenAI $32b

Skal der udbytteaktier i porteføljen, eller skal de byttes ud? Børshjulene drejer igen, og denne onsdag forvandler vi for en kort stund Millionærklubben til Udbytteklubben - for det skal handle om udbytte og udbytteaktier. I studiet er nemlig Morten Sørensen, der til daglig er adjunkt på CPH Business Academy, og som også er investor og driver Instagramprofilen 'dividendclub' med over 120.000 følgere. Du kan blandt andet høre om Visa, Starbucks, T Rowe Price og Ørsted Desuden vil også Michael Friis, aktiechef i HC Andersen Capital, guide os rundt i dagens nyhedsstrøm. Vært: Signe TerpSee omnystudio.com/listener for privacy information.

Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY's Alicia Levine and JP Morgan Asset Management's Jordan Jackson give their expert takes. Plus, T Rowe Price's Sebastein Page breaks down his playbook for investors who may have missed the rally. 

00:28 | Canva valuation drops 36%- Coatue Management and ICONIQ Capital acquired Canva shares at a $25.5b valuation, -36% from its $40b in 2021- T Rowe Price marked down its Canva stake by 67.6% in Jun 2023- Despite the decrease, Canva's co-founder views the valuation as "solid"01:15 | Neuralink raises $280m- Neuralink secured $280m in a series D round led by Founders Fund- The company focuses on brain-computer interface technology for human implantation- PitchBook estimates Neuralink's funding at $363 million as of Sept 202101:55 | Revolut kills US crypto biz- Revolut halts crypto trading for U.S. users due to regulatory uncertainties- The decision affects only 1% of Revolut's crypto clientele and follows the delisting of three tokens for U.S. users- The SEC has increased its scrutiny on crypto, targeting major exchanges like Binance and Coinbase02:42 | Discord layoffs - Discord laid off 37 employees, 4% of its workforce, mainly from marketing, talent, and public policy teams.- The layoffs were attributed to a "reorganization of some business units."- Other social media giants like Meta, Snap, and Twitter have taken similar actions, though Discord's cut was smaller in percentage.03:07 | Pre-IPO down rounds are happening- Quora altered investor rights, hinting at a potential down round- Turntide Technologies +80% valuation cut in its upcoming funding- Rho Technologies 10% reduced valuation for next round- Nuro, previously valued at $8 billion, considering a sale or cram-down financing , lowering valuation, after its new capital request was denied by board03:54 | Big capital raises- Weights & Biases | $50m Series D, $1.25b valuation- Credgenics | $50m Series B, $340m valuation- Tractian | $45m Series B, $205m valuation- Halalbooking | $3m Series B, $102m valuation- TechMagic | $15m Series C, $85m valuation04:59 | Pre-IPO +3.67% for week- Week to gainer: Neuralink +4.4%, Byju's +2.7%, Databricks +2.6%- Week to losers: eToro -28.5%, Ramp -21.8%, Flexport -13.4%, Brex -11.0%- Top 5 current valuation: ByteDance ($208b), SpaceX ($161b), Stripe ($48b), OpenAI ($33b), and Databricks ($33b) lead in current valuation

This is the first in a series of bite-sized conversations with UX design and research leaders discussing a range of topics, recorded live at the UXDX conference in New York in May 2023. In this episode Alex Wilson of T Rowe Price shares his experiences of working with a team to create an in-house design system, and the lessons they learned along the way.  He also reflects on the role of AI in the design space: where we are with it and where we may be going.....   Thanks for listening, and enjoy the episode.   And thanks to our sponsor Oxford Insights. Mike Green This podcast is brought to you by Researchable UX.

On the podcast this week, we've got a bevvy of company news, from Facebook being fined to BT cutting jobs for AI and everyone's pandemic favourite Zoom holding up pretty well. We've got a fund manager interview with Julian Cook from T Rowe Price that looks stateside at what's been happening in markets there so far this year. Also up this week we'll be chatting about the latest inflation figures and we've got some good news for Nationwide customers, who are getting some extra money in their bank accounts. Finally, we'll be revealing some slightly worrying new findings from the regulator about younger investors.

Mar Barrero, Directora de Análisis de Arquia Banca Privada, ha hablado en el Consultorio de Fondos de inversión de Capital Intereconomía sobre la liquidez de los fondos de inversión en estos momentos en que según ella "dependiendo del mercado, podría haber menor liquidez". En relación a la liquidez de los fondos, Mar habla sobre la liquidez diaria de los fondos y el porcentaje de su cartera que las entidades deben reservar para hacer frente a los reembolsos. También ha hablado sobre los bonos corporativos de baja calificación crediticia y explica si estos cuentan con una mayor liquidez que el resto de fondos. Además, Mar Barrero habla sobre la renta fija a corto plazo y da su opinión sobre el mejor tipo de vehículos que tenemos disponibles para este tipo de inversión. Por último, recomienda fijarnos en la calificación crediticia de los fondos en los que invertimos, y nos da sus consejos para poder conocer a fondo cada tipo de calificación y que riesgos supone. Además, ha analizado los siguientes fondos de inversión: Bankinter Premium Conservador, Pictet USD Government HP, M&G European Credit, DWS Concept DJE Alpha Rent Global, Evli Short Corporate Bond, Arquia Banca Renta Fija Euro, Morgan Stanley Global Opportunity Fund, Morgan Stanley Asia Opportunity Fund, Comgest Growth Europe, Capital Group New Perspective Fund, ARK Innovation ETF y T Rowe Price.

Aktien-Schnelltest im Rahmen von Bernecker.TV. Michael Hüsgen im Gespräch mit Bernecker-Experte Oliver Kantimm ("Der Aktionärsbrief"). Diese Sendung ist eine Podcast-Variante des Schnelltests im Rahmen von Bernecker TV, Sendung vom 16.03.2023. Themen-Schlaglichter: ++ Broadcom - "Cash-Flow-Monster" mit vertretbarer Bewertung ++ U-blox - Günstig bewertete Chance für das Depot? ++ Climeon - Noch ein weiter Weg bis zum Break-Even? ++ Sea Ltd. - Reizvolle Charttechnik ++ T. Rowe Price - Boden gefunden? ++ Teladoc Health - Stabiler Boden im Chart, aber ... HINWEIS: Korrektur zu unserer Sendung vom 16.03.2023 (Podcast-Episode vom 21.03.2023): Das von T. Rowe Price verwaltete Vermögen (Assets under Management) lag per Ende 2022 bei knapp 1,275 Billionen Dollar. Infos zum Aktionärsbrief inkl. Schnupperangebot: https://www.bernecker.info/product?id=28 ====== Anmeldung zum kostenlosen Experten-Newsletter der Bernecker-Redaktion über unsere Website: https://www.bernecker.info/newsletter

In this episode, hear from Peter Bates (Baltimore, Maryland), Portfolio Manager with T Rowe Price, one of the World's largest asset managers. T Rowe manages more than US$ 1.6 trillion in assets across 16 countries, employing more than 7,300 staff. T Rowe has been awarded multiple times Global Fund Manager of the year, most recently during the difficult year of 2021. Peter holds an MBA from World's most respected business school, the Wharton School.We discuss with Peter what drives investment success, the thought processes behind building a successful long-term portfolio, as well as just what might the World economy look like by Christmas 2023.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

JPMorgan's Jamie Dimon making some headlines for his bold recession call. NewEdge's Cameron Dawson gives her prediction for stocks. Plus, Alger's Ankur Crawford drills down Nvidia's massive stock move… and if there could be more room for it to run. And, Sebastein Page of T Rowe Price is bearish on the market but is finding some pockets of opportunity for your portfolio.  

Vyhlídky dnešních třicátníků, ale i čtyřicátníků na důchod jsou neutěšené. Aby mohli penzi prožít důstojně, měli by si pravidelně odkládat zhruba desetinu příjmů. Začněte hned s první výplatou, říká investor Daniel Gladiš.„První výplatu bych dal mamince, ale hned z té druhé bych 10 procent investoval do akciového fondu, který kopíruje nějaký velký akciový index. A s každou další výplatou stejně tak. Až do důchodu. Vklady by narůstaly, protože očekávám, že i můj plat poroste,“ popisuje Gladiš základní strategii, jak se zajistit na důchod.Čím dříve člověk s investicí začíná, tím v lepší výchozí situaci totiž je. Déle benefituje z výhod složeného úročení. A může si dovolit rizikovější investice než třeba padesátník. Třeba jen akcie, zatímco deset let před důchodem už volí spíše bezpečnější dluhopisy.„Když se důchod blíží, musí se investice přesunout do trochu bezpečnějších aktiv, aby velký propad trhu z jistiny neukrojil v okamžiku, když začnu vybírat. Mladý těží z dlouhodobého horizontu, může se pustit do takových investic, kde je pravděpodobné, že porazí inflaci,“ vysvětluje v podcastu Ve vatě Daniel Gladiš, zakladatel hedgeového fondu Vltava Fund SICAV.O tom se může zhruba třem milionům Čechů, kteří mají peníze ve „starých“ transformovaných penzijních fondech, jen zdát. Jejich výnos sice nesmí jít podle zákona do minusu, v reálu ale kvůli vysoké inflaci v minusu je. Za loňský rok po jejím odečtení prodělaly šest až devět procent.„Je to paskvil. Garance nuly v každém roce bere možnost dosahovat vyšších výnosů. Penzijní fondy nemohou investovat agresivněji. Je to produkt, který nesplnil svůj úkol,“ hodnotí původní „penzijko“ Gladiš.Kolik by si měl člověk na důchod nastřádat, aby peníze nedošly? Na to není jednoduchá odpověď. Kdo půjde do penze až za několik dekád, netuší, kolik a zda vůbec bude dostávat něco od státu. Navíc každý má o svém podzimu života jiné představy. Někdo chce užívat předčasný důchod na chalupě s vnoučaty, jiný hodlá pracovat do 70 a mezitím cestovat po světě.Ekonomové z investiční společnosti T Rowe Price načrtli na základě historických zkušeností několik záchytných bodů a výši investic, které by měl mít člověk pro bezpečnou penzi nashromážděné.Vyšlo jim, že ve věku 30 let by investice měly dosahovat výše poloviny hrubého ročního příjmu. V Česku je mediánová mzda 35 tisíc měsíčně, tedy 420 tisíc ročně. Takže třicátník by měl v investicích mít 210 tisíc korun. Čtyřicátník by měl mít nainvestováno v hodnotě dvojnásobku hrubého ročního příjmu, tedy 840 000. Pětašedesátník by měl před odchodem do důchodu disponovat na kontě zhruba jedenáctinásobkem hrubého ročního příjmu, průměrně tedy 4,6 milionu korun.„Je to realistické, ale musíte začít už s tou druhou výplatou. Investovat hlavně do akcií a nepřestat. Pak je ta šance reálná. Člověk, který začne investovat jen o 10 let později, se připraví zhruba o polovinu toho výnosu,“ upozorňuje investor Gladiš.Kolik z investičního balíku vybírat, aby se peníze stále stihly generovat? A jak hodlá vláda dlouhodobé investice podpořit? Poslechněte si celý podcast.Zajímá vás další obsah o investicích a osobních financích? Podívejte se do naší rubriky Finance. Ve vatě. Podcast novinářky Markéty Bidrmanové. Poslechněte si konkrétní rady investorů a odborníků na téma investic, inflace, úvěrů a hypoték. Finanční „kápézetka“ pro všechny, kterým nejsou peníze ukradené. Vychází každý čtvrtek. Poslouchejte na Seznam Zprávách, Podcasty.cz nebo ve všech podcastových aplikacích. V podcastu vysvětlujeme základní finanční pojmy a principy, nejde ale o investiční poradenství. O čem byste chtěli poslouchat příště? Co máme zlepšit? A co naopak určitě neměnit? Vaše připomínky, tipy i výtky uvítáme na adrese audio@sz.cz.

Welcome to episode #42 of the Fiduciary U™ Podcast.  Like last episode, I broke this one into 2 parts and I'm releasing both at the same time so make sure to check out both.  You won't want to miss either one.   My guest on this episode is Michael Doshier, who is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he is primarily responsible for driving the increased visibility of T Rowe Price's investment brand, furthering the firm's position as a thought leader in the retirement arena.  He's been in the retirement industry for 30 years and previously held executive positions at Fidelity, MassMutual and Franklin Templeton Investments. This is Michael's second time on the podcast.  During his first appearance, he shared his insights from T. Rowe Price's inaugural 2020 Defined Contribution Consultant Study.  On today's episode, he'll be sharing his insights from T. Rowe Price's 2021 Defined Contribution Consultant Study which included survey responses from 32 consulting firms that work with over 33,000 plan sponsor clients and more than $7 trillion in assets under advisement. It also incorporated over 450 plan sponsors survey directly by T. Rowe Price and nearly 6,500 plan participants from T. Rowe Price recordkeeping clients.  We discuss topics like price competition and margin compression faced by consultants and advisors, how the competitive lines are blurring between the two, how to improve firm profitability, which services and capabilities provide differentiation opportunities as well as plan sponsor and participant attitudes towards things like retirement decumulation, financial wellness, student debt, and HSAs, among other things.  And make sure to listen to the end of Part 2 where Michael shares his best piece of practice management advice for consultants and advisors.  And so, with that introduction, I hope you enjoy part 1 of this episode with Michael Dozier from T. Rowe Price.

Happy Tuesday! It's like Monday, but less imminent. Today we're breaking down the upcoming Porsche IPO which is a little complicated. We're also covering why Tesla deployed their FSD team to work on their Humanoid, as well as the basics of what the Ethereum Merge means for you and the planet.Demand for Porsche IPO is outpacing supply as cornerstone investors move quickly to scoop up large portions of the available sharesBasic structure: VW is the selling entity. Public entity will be Porsche AG and its = shares will be split into ordinary and preferred shares. Ordinary shares carry voting rights, preferred do not 455.5 M shares each, totaling 911M  (wink)Porsche AG will sell 25% plus one of ordinary stock  to Porsche SE (the Piech and Porsche family owned entity) to give them blocking rightsSome large investment firms such as T Rowe Price and sovereign wealth funds of Norway and Abu Dhabi are scooping up large quantities of available sharesThe company is valued around $80B therefore proceeds from the sale are estimated to be about $20BRetail shares will be traded on European exchanges Berlin, Düsseldorf, Frankfurt, Hamburg, Hanover, Munich, StuttgartTesla pulls it's Autopilot team to help the Optimus Humanoid robot team meet an end of month deadlineLast night on Twitter, a Tesla owner asked CEO Elon Musk about a fix for Autopilot, and his response included: Note, Autopilot/AI team is also working on Optimus and (actually smart) summon/autopark, which have end of month deadlinesThe deadline at the end of the month for Optimus is the Tesla AI Day 2, during which the company is expected to unveil its first working prototype of the robot.Tesla also appears to have plans to unveil an updated version of its “Smart Summon” and Autopark features at the event. In another tweet, Musk says “FSD Beta 10.69.2.1 looks good, extending to 160k owners in US & Canada”At one point, Musk said FSD would provide a fleet of 1M robotaxis by year end and now seems to be satisfied with a strong BetaThe Ethereum Merge was a complete success in a victory for power consumption as the platforms switch from ‘proof of work' to ‘proof of stake' now uses over 95.5% LESS power saving an amount of power equal to the annual consumption of New ZealandThe transition, which could have been a massive disaster, went off without a hitch, however still doesn't address transaction fees or speed. Ethereum is now the only crypto currency to accomplish such a feat and many believe this will put price pressure on Bitcoin, which has the highest market capThe transition didn't help the price of the coin which hit a 7 week low of $1,279 on SundayGet the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/Read our most recent email at: https://www.asotu.com/media/push-back-emailShare your positive dealer stories: https://www.asotu.com/positivityASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

Heute bei Aktien fürs Leben:Das Ganze sehen: Der Crash im Kryptomarkt und der maue Ausblick der Vermögensverwalter – nicht umsonst stürzen Blackrock und T Rowe Price an der Börse ab (02:02)Wahre Größe: Warum Microsoft gerade jetzt interessant ist (19:44)Dicke Bretter: Übergewinnsteuer auf Öl- und Energiefirmen – Beitrag zu Gerechtigkeit oder Gefahr für Innovationen? (27:08)Das Letzte: Aramco ist das wertvollste Unternehmen der Welt - also Geld in einen Saudi-ETF stecken? (33:57) +++Wenn Sie Fragen oder Wünsche haben, können Sie gerne eine Mail an aktienleben@capital.de schreiben. +++Die Grafiken finden Sie auf linkedin.com/in/cwroehl/ sowie auf twitter.com/cwroehl und instagram.com/cwroehl/ +++Jetzt CAPITAL-Abo flexibel mit kostenloser Ausgabe testen unter capital.de/gratis +++Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr, diese stellen keinen Ersatz für eine professionelle und individuelle Beratung dar. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung. +++ Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

Weekly rant: Is Bitcoin religion?The crescent moon was spotted. Ramadan is here. This is a particularly holy time for the 4.5 billion Muslims, Jews and Christians around the world. Muslims are fasting from sunrise to sunset for a month. Jews are preparing for Passover. Catholics are giving up vices to observe Lent as all Christians gear up for Easter. But the world is losing religion. Mosque, synagogue and church attendance have been falling in the West. Is Bitcoin the new religion? The similarities are eerie. Bitcoin maxis seek to evangelize and orange-pill non-believers much in the same way a missionary might seek to convert a pagan. The Bitcoin crowd flocks to Twitter Bitcoin celebrities like the faithful grasp on to every word uttered by televangelists. The plebs tweeting condemnation at Ethereum enthusiasts are reminiscent of the fundamentalist ferociously yelling that all sinners are going to hell. Some tout Bitcoin as the solution to all the sorts of problems just as the devout look to God. But I guess the difference is that we have not had any Bitcoin holy wars….so much blood has been shed in the name of religion. Hopefully Bitcoin does not add to the tally. This week, Miami will host Bitcoin 2022 - the single largest crypto conference in the world. Brace yourself. It’s going to be an eventful week. Many of the speeches will likely be a rehash of content one can already find online but I expect some major announcements. Controversially, President Bukele of El Salvador is set to give a speech. I have mixed feelings about him. On the one hand, I admire a technology-forward leader. At the same time, I’m disturbed by reports of human rights abuses and corruption. Sigh. This reminds me of the early days when Bitcoin was adopted by Silk Road and other unsavory characters. I hope mass media focuses on the underlying technology not the cast of early adopters. The reality is that savvy criminals adopt new technology to evade police tactics. This is not new. Don’t throw the baby away with the bath water. NEWS 🖨📜1. Cross River raises $620M Series DFull disclaimer: I joined Cross River’s Crypto team at the end of last year. We are hiring 😁Funds were raised from an enviable set of investors including Andreessen Horowitz and T Rowe Price. Cross River cut it’s teeth by providing infrastructure for the FinTech revolution. The next phase of growth will come from doubling down, expanding internationally and developing new crypto solutions. Now that we have raised more resources, it’s time to execute. Come build with us. For more info - check out this Tech Crunch article and our website. DM me with questions. 2. Bitcoin Miner goes public via SPAC 📈PrimeBlock, a US-based Bitcoin miner, plans to go public through a merger with a special purpose acquisition company (SPAC) for an estimated enterprise value of $1.25BPrimeBlock has over 110 MW of installed data center capacity across 12 facilities in North America. It sources ~60% of it’s power from non-carbon emitting sources. In Q4 2021, it generated about $25M revenue in Q4 2021. Some investors unwilling or unable to directly purchase Bitcoin have gotten exposure by purchasing shares of publicly traded Bitcoin mining companies like RIOT Blockchain. Shares of Bitcoin miners tends to move in sync with the price of Bitcoin. See below: Personally, I prefer to hold the real thing rather than a proxy. Do your own research! 3. Axie Infinity: Hackers steal $600M😱😳🥴I’m a bullish about play-to-earn games. I think there’s tremendous opportunities for them to grow in developing countries with high unemployment and young populations. Axie Infinity is the darling of play-to-earn….this makes the news of this hack all the more devastating. Here’s what I have gathered: Hackers used social engineering and took advantage of a human error to get away with $600M worth of Ethereum and USDC in the Ronin bridge. The bridge is kinda like a bank for the game. For context, Axie Infinity allows players to trade characters and win earnings which can then be exchanged for ETH or USDC and withdrawn for use in the real world. The impact was swift: 34% drop in volume of trading in the Axie Marketplace within a day (according to DappRadar). But many Axie players while frustrated, have continued to play on. Investors in SkyMavis, the owners of Axie Infinity, include Mark Cuban, Alexis Ohanian, and Animoca Brands. SkyMavis said that they will make impacted players whole. Gosh…I hope they have insurance for that….I doubt it. Unfortunately, this hack is not an isolated incident. Over the past year, hackers have exploited weaknesses in Ronin bridges to steal over $1B. The Philippines is the biggest market for the game where there are over 2.5 million players. The road to Axie Infinity growing 10x to 25 million players will be paved with tougher security. 4. US crypto policy debate heating up💵🏛President Biden’s executive order on crypto intensified ongoing debates around how to regulate cryptoThis week, Sen Elizabeth Warren (D) once again voiced her support for the US to issue a Central Bank-backed Digital Currency (CBDC). She thinks a well designed CBDC could drive out private digital currencies like Bitcoin and improve safety and efficiency of the market. Opponents fear the CBDC would give the US government unprecedented surveillance over citizens. Additionally they fear that a CBDC which the Federal Reserve could issue at will would not be sound hard money. Rather, an extension of the current system where the US government printed printed billions of dollars over the past 2 years whereas Bitcoin is a deflationary store of value by design. There will only be 21 million Bitcoin.Sen Cynthia Lummis (R) is working on a new bill that would propose rules to clarify the role of the SEC and other agencies and provide definitions that would classify many popular tokens as securities. The definition of whether a token is a security is key. If tokens like Solana are deemed to be securities then they would need to be registered with the SEC, crypto exchanges would need to delist them or become broker-dealers…and a host of other adjustments. The net effect is that they would likely increase the cost of serving the customer. That said, there may be some consumer benefits. I need to dig more into this. That’s all folks! I hope you have a great week ahead. Thank youAfo This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit afolabio.substack.com

In this conversation, we chat with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered and administered — for the benefit of advisors, employers, and employees alike. Prior to founding Vestwell, Aaron was a co-founder of FolioDynamix, a wealth management and advisory services company that powered $800 billion in assets for over 100,000 advisors. At FolioDynamix, which was sold to Envestnet in 2017, Aaron oversaw the strategy, revenue, marketing, customers and product. Aaron holds a B.S. degree in finance from the University of Illinois and an M.B.A. degree from Duke University, The Fuqua School of Business. He was named as one of 40-under-40 by InvestmentNews and WealthManagement.com's “10 to Watch” More specifically, we touch on all things 401ks, IRAs, Portfolio Balancing, Roboadvice in portfolio management, and so so much more!

This episode's Community Champion Sponsor is Catalyst. To virtually tour Catalyst and claim your space on campus, or host an upcoming event: https://www.catalysthealthtech.com/ (CLICK HERE) --- After being continually frustrated with his experience with the pharmaceutical industry, our next guest is building a game-changing company that delivers prescriptions straight to a patient's location with a simple tap of a button. Eric Kinariwala, CEO of Capsule, joins us to discuss why and how he and his team provide consumers with the simplest and easiest way to manage their medications.  Additionally, Eric outlines why the pharmacy serves as the highest interaction point in healthcare and how Capsule has become a trusted brand that consumers and providers can rely upon during their healthcare journey. Join us to learn how Eric and his team are rebuilding the pharmacy industry that enables customized outcomes for doctors, hospitals, insurers, and manufacturers. Let's go! Episode Highlights: Eric's personal experience that led him to founding Capsule The importance of mothers as a guiding principle for Capsule's journey Why consumer preferences and incentives are so important to Capsule's business model Eric's view of the pharmacy's role in the greater healthcare ecosystem About Our Guest: Eric Kinariwala is the founder and CEO of Capsule, a technology business rebuilding the pharmacy industry from the inside out with an emotionally resonant consumer experience and technology that enables customized outcomes for doctors, hospitals, insurers, and manufacturers. Capsule has raised over $500 million from some of the best healthcare and technology investors in the world, including Durable Capital, Baillie Gifford, T Rowe Price, TCV, and Thrive Capital. Prior to founding Capsule, Eric invested in global healthcare, technology, and retail companies as part of the investment teams at Bain Capital and Perry Capital. He received his undergraduate degree as a University Scholar at the University of Pennsylvania's Wharton School and earned his MBA from Stanford Graduate School of Business, where he held the position of Chief Investment Officer of GSB Endowment Student Investment Trust. Eric is an EY Entrepreneur of the Year winner and has by interviewed in publications including Fast Company, Fortune, Bloomberg, and the Wall Street Journal; appeared on television including CNBC, Fox Business, CNN, PBS, and ABC; and presented at conferences including ShopTalk, HLTH, NRF Big Show, and TechCrunch Disrupt. Links Supporting This Episode: Capsule website: https://www.capsule.com/ (CLICK HERE) Eric Kinariwala LinkedIn page: https://www.linkedin.com/in/ekinariwala/ (CLICK HERE) Eric Kinariwala Twitter page: https://twitter.com/ekinariwala (CLICK HERE) Clubhouse handle: @mikebiselli Mike Biselli LinkedIn page: https://www.linkedin.com/in/mikebiselli (CLICK HERE) Mike Biselli Twitter page: https://twitter.com/mikebiselli (CLICK HERE) Visit our website: https://www.passionatepioneers.com/ (CLICK HERE) Subscribe to newsletter: https://forms.gle/PLdcj7ujAGEtunsj6 (CLICK HERE) Guest nomination form: https://docs.google.com/forms/d/e/1FAIpQLScqk_H_a79gCRsBLynkGp7JbdtFRWynTvPVV9ntOdEpExjQIQ/viewform (CLICK HERE) Support this podcast

This week we're talking China with Chris Kushlis of T Rowe Price. We ask all the China-investing questions on our minds, including how to think about Evergrande, this year's tech crackdown, and the ever-present risk of a China slowdown or hard landing damaging the world economy. Chris highlights the key things to focus on when looking at China and offers a useful perspective to understand the year's events as well as what many market-watchers get wrong.

Why are Kellogg's being sued? What's wrong with the latest Workhorse van? And how much does OnlyFans magnate Black China make? Find out on this week's Playing FTSE Podcast!   This week we welcome Paul back after a two week spell on the sidelines. And he's straight back into the thick of the action with a game all of his own design! Following the IPO of Amazon-backed, Ford-backed, T-Rowe Price-backed EV manufacturer Rivian, Paul tests the Steves on some facts about Rivian and how its revenues (yes -- Rivian's revenues) relate to some other famous individuals and companies.   In other EV news this week, Elon Musk has been instructed via Twitter to offload 10% of his Tesla shares. With Musk seemingly looking for reasons to sell one way or another, we discuss what might really be going on behind the scenes. Find out what Michael Burry had to say on the subject and find out which of us didn't vote in the poll put out by Elon himself.   As earnings season continues to roll on, we talk about the earnings from Disney. A company that each of us owns, Disney put out disappointing numbers to end the July-September quarter. Find out what the Steves think of Bob Chapek at an unprofessional level, what the disappointing numbers show about the way the company is being viewed as a growth story, and how Paul plans to compare Disney to Netflix.   In more disappointing earnings news, Beyond Meat's stock has been getting hit as a result of an earnings miss and some weak guidance for the next quarter. In the light of yet more bad news, we discuss the significance of analyst expectations, what role they play in our thinking, and how we use them in making our investing decisions. Steve W also looks forward to the McPlant burger from Beyond Meat, Paul congratulates himself on selling it at the right time, and Steve D reflects on the fact that he can't taste anything at all after testing positive for COVID.   All in this week's Playing FTSE!

The Federal Reserve is widely expected to lay out plans to begin tapering its massive bond buying program, as central banks across the world also start withdrawing support extended during the COVID-19 pandemic. Could this lead to higher volatility in the markets? Nikolaj Schmidt, T Rowe Price's Chief International Economist, joined us on Prime Time to preview the Fed's decision, and why the Treasury's own tapering of fiscal spending matters as well.See omnystudio.com/listener for privacy information.

The Big Ones Canva, an Australia-based graphic design software provider backed by advertising agency VaynerMedia, raised $200m at a $40bn valuation. Investment manager T Rowe Price led the round, which included Franklin Templeton, Sequoia Capital Global Equities, Bessemer Venture Partners (BVP), Greenoaks Capital, Dragoneer Investments, Blackbird, Felicis Ventures and AirTree Ventures. Canva has built a … Continue reading "20 September 2021 – Investors help Canva paint $200m picture at $40bn valuation" The post 20 September 2021 – Investors help Canva paint $200m picture at $40bn valuation appeared first on Global Venturing Review.

Welcome to a new week and a new theme here on the One Minute Retirement Tip Podcast. I'm your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $325 million in client assets. I'm a Chartered Retirement Planning Counselor, a frequent speaker, radio and podcast guest, and I love talking to anyone who will listen about making a plan for the retirement you envision.  The theme this week on the One Minute Retirement Tip podcast is: New Research That Will Shatter Your Expectations About Spending In Retirement. The conventional wisdom on retirement spending says that your real spending (after adjusting for inflation) will remain flat in retirement. But new research that followed retiree spending habits over a period of 14 years, suggests that retiree spending will decline by about 2% annually and the drop in spending is even greater among high net worth individuals. This is good news, because it suggests that if you are like those in this study, you'll be less likely to outlive your retirement savings and you may have more flexibility that you might realize in your retirement spending.  So this week, I'll share with you the details of this new research and how it may shift how you think about your own spending as you transition into retirement. The findings are crucial to your retirement spending and lifestyle decisions as well as how much you might need to save today to live a comfortable retirement.  If you want to read the complete report on the research findings published by T Rowe Price, I'll link to it in the show notes: https://trowe.com/3y6eCSs  I hope what I have to share with you this week will help you make smart and thoughtful decisions with your retirement. And while I am careful to not lead you astray, personal finance is not an exact science. There is no one-size-fits-all solution for everyone, so I encourage you to disregard anything I say that may not be helpful for you, and to consult your own financial, tax, and legal advisors regarding your own individual situation.  That's it for today. Come on back tomorrow, when I'm talking more about the conventional wisdom and commonly dispensed advice about retirement spending from retirement experts and financial advisors like myself. Are we wrong? We'll explore that tomorrow.  Thanks for listening! My name is Ashley Micciche...and this is the One Minute Retirement Tip.  ---------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs >>> Visit the podcast page: https://truenorthra.com/podcast/  ---------- Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance  

Intro.(1:25) - Start of interview.(2:14) - Maureen's "origin story".(3:00) - Why she focused on WeWork as the subject of her book "The Cult of We" with her WSJ colleague Eliot Brown. She took over the IPO beat at the WSJ in 2016, "when there were almost no IPOs." Tech companies were staying private for longer with a ton of capital flowing into the private markets. That's when she started following high flying unicorns such as Uber, Airbnb, Lyft and WeWork. "But I always heard things that were a little crazier about WeWork, a little more confusing, a lot of crazy stories about Adam Neumann, so it was always high in my radar, and then in 2019 came the IPO that wasn't."(4:39) - Discussion around the concept of "growth at all costs." "It's the driver of this story."(7:23) - Discussion around the concept of "the cult of the founder." How Adam Neumann was able to cash out around ~$500 million throughout the financing rounds (pre-exit), in addition to getting another ~$500 million in loans from banks. Her original article from July of 2019 uncovering "how Adam Neumann cashed out at least ~$700 million in sales and loans (from JPM, Credit Suisse and UBS)."(13:21) - The unusual co-founder arrangement between Adam Neumann (getting 83%) and Miguel McKelvey via WeHoldings LLC.(14:59) - Discussion around the ethos of Silicon Valley, culture mantra, corporate purpose, mission statements such as WeWork's "to elevate the world's consciousness", sustainability and ESG, and how WeWork co-opted many of these concepts.(19:33) - Discussion around the failure of gatekeepers and how mutual funds (such as T Rowe Price and Fidelity) and other sophisticated investors had FOMO and "aped" into WeWork at record high valuations.(23:52) - Discussion around Masoyoshi Son, Softbank's Vision Fund and how Masa invested and influenced the outcome of Adam Neumann and WeWork.(23:33) - How she and her co-author came up with a shorthand to think about Adam Neumann: a magician.(26:28) - Discussion around the board of directors of WeWork.(30:28) - Discussion around dual-class share structures and founder control. How WeWork's IPO decision was a way to clean up the company's corporate governance.(36:49) - WeWork's failed IPO, the fall of Adam Neumann (walking away with ~$2 billion...). Litigation outcome and Adam's current status.(43:31) - The books that have greatly influenced her life:The Bridge of San Luis Rey (1927), by Thornton Wilder.Say Nothing (2018), by Patrick Radden Keefe.Bad Blood (2018), by John Carreyrou.(47:46) - Her mentors: "In terms of journalism, it's important to have mentors but you also need to forge bonds with peers who can also become lifelong mentors."(49:15) - An unusual or absurd habit that she loves: watching bad TV with her daughters! (Hey Dude, Nickelodeon).(49:57) - The living person she most admires: (politics aside) Jimmy Carter.(52:14) - The WeWork movie (Jared Leto and Anne Hathaway will play Adam Neumann and Rebecca Neumann)Maureen Farrell is one of the co-authors of the bestselling book "The Cult of We: WeWork, Adam Neumann and the Great Startup Delusion", the definitive inside story of WeWork and Adam Neumann. Maureen is a reporter that covers capital markets and IPOs at The Wall Street Journal, where she has worked since 2013. She previously worked at CNN, Forbes, Debtwire, and Mergermarket.She can be reached via email at Maureen.Farrell@wsj.com. Follow her on Twitter: @Maureenmfarrell.If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. __ You can follow Evan on social media at:Twitter @evanepsteinLinkedIn https://www.linkedin.com/in/epsteinevan/ Substack https://evanepstein.substack.com/Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Inspired by space travel, Dr. Ginny Whitelaw knew she wanted to be an astronaut by the time she was in middle school. At the age of 13 she wrote a letter to NASA asking how to best prepare to reach her goal of space travel. Receiving a genuine reply, she followed every step, eventually majoring in biophysics all the while taking martial arts classes throughout her time in school. With a 5th degree blackbelt in Aikido and Ph.D in Biophysics, Dr. Whitelaw landed a job with NASA working in operations that became the turning point in her career. Her observation of the lack of mind and body focus in leadership training led her to create an entire system of training that would impact the culture of leadership.  Dr. Whitelaw spent 10 years at NASA, where she became the Deputy Manager for integrating the International Space Station Program. She led a large-scale change effort to re-align the management of the Space Station Program using cross-functional teams and was awarded NASA’s Exceptional Service Medal for her efforts. Dr. Whitelaw is the founder and CEO of the Institute for Zen Leadership. She has more than 25 years of experience in developing global leaders combining her rich scientific background with senior leadership experience at NASA. Together with Mark Kiefaber, she developed the FEBI® to measure four mind-body patterns of personality and trains practitioners worldwide in how to apply FEBI in their work. She is a recognized expert in leadership development and executive coaching.  Dr. Whitelaw has authored 4 books, including The Zen Leader and Resonate. She has served as adjunct faculty to Columbia University’s senior executive program and worked with leaders in some of the world’s top companies, including Merck, Dell, Avon, XL Capital, Sprint, Cemex, EMC, Novartis, Hospira, Marsh, Ascension Health, T Rowe Price, and Bank of America. a Zen Master in Rinzai Zen, as well as President of Focus Leadership What You Will Hear in This Episode Early inspirations and aspirations leading to NASA and martial arts. Ego driven leadership and unspoken needs. Ginny’s observation of leadership training being about the mind and completely leaving out the body leading her to study and create Zen leadership. Learning to be your true self and knowing yourself Lessons in learning to cultivate energy and use it.   The impact of Zen leadership.  Daily practice. Connectivity with self and others. Quotes: “Deep and enduring change involves the body.” “When an idea resonates with us and we follow it, it can really help guide us toward work that is ours to do.” “Listen to life and the things you naturally vibrate with, the people you naturally resonate with, will keep pulling you in the direction of where you can live your most significant life.” “We can’t know anyone else better than we know ourselves.” “Zen training not only shows us our ego but helps us see through it.” “Energy is not local, energy travels long distances.” “Your work becomes a manifestation of what you’re about.” “Our health is sort of like a barometer of what’s going on in our life.” Mentioned: Working with Resume Institute for Zen Leadership Institute Zenleader.global Resonatethebook.com Not Done Yet! Not Done Yet! Amazon Bonniemarcusleadership.com Iammusicgroup.com

Rob and Rory speak with markets reporter Amrith Ramkumar of The Wall Street Journal to discuss Specials Purpose Acquisition Companies (SPACs). In this episode, we touch on the SPAC craze that has hit the financial markets in 2020 and continued into 2021. Amrith discusses the history of SPACs from a niche product used by a group of wealthy individuals to it now utilized by most of Wall St. and Silicon Valley. He talks about seasoned investors like Bill Foley and Besty Cohen doing SPACs and how this is an alternative to raising money via a VC or Traditional IPO. He provides examples of SPACs such as the SE Asian “Super App” GRAB going public in a SPAC merger that values the business at nearly $40 Billion, even though they aren't profitable. Lastly, Amirth talks about key investment rounds called (PIPE deals). A Private Investment in Public Equity where investors like Blackrock, Fidelity, Franklin Templeton, T Rowe Price put in vast amounts of money to get exposure to these companies of the future, which has helped make SPAC's a mainstream alternative.

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Gorka González Gorostiza, inversor particular e ingeniero técnico naval para hablarnos sobre inversión en transporte marítimo. Nos hablará de: - Sus inicios en el mundo del ahorro y la inversión - Su estilo de inversión basado en los dividendos - La cadena de valor del transporte marítimo en general y del gas natural licuado (LNG) en particular - Su visión sobre el futuro del sector naviero y el LNG - Cómo consiguió volver a casa tras quedar atrapado en el último golpe de estado en Birmania - Su opinión sobre las empresas de transporte de LNG más populares entre los inversores, como Teekay, Gaslog o Golar LNG - Las mejores empresas de la cadena de valor dentro del transporte marítimo, como Intertek, SGS, Donaldson, Air Liquide, Linde, Nippon Gas, Air Products & Chemicals, Atlas Copco, Invesco o Triton International - Las principales posiciones de su cartera, como Iberdrola, 3M, Brookfield Asset Managament, Cameco, Beijing Enterprises Holdings, Shenzhen International Holdings, T Rowe Price, Pax Global, Judges Scientific, Kraft Heinz, Ingredion, Faes, Walt Disney o Diageo El divendo (blog): http://www.eldividendo.com/ El dividendo (canal de YouTube): https://www.youtube.com/channel/UCM-udvxv3eBO0LcCmnJjNbw

Please see https://www.fgfinancial.com/corporate-overview/officers-directors/default.aspx for Kyle's official bio.     Kyle "stopped by" The Business Brew to discuss his role as CEO of Fundamental Global.  In that capacity, he is focused on four portfolio companies: Ballantyne Strong Inc, BK Technologies Corp, GreenFirst  Forest Products Inc, and SPAC that reached a definitive agreement to purchase Opportunity Financial.     Kyle has a very interesting background.  He is mentioned in David Einhorn's book, Fooling Some of the People All of the Time, because he crossed paths with David on the Allied Capital trade.  At that time, Kyle was a Financial Services analyst at T. Rowe Price.  Following his stint at T. Rowe Price, Kyle worked at SAC.     Following his time at T Rowe Price, Kyle founded Fundamental Global with his partner Joe Moglia. Together, they take control of companies and look to create long term shareholder value.  In this episode, Kyle discusses why he does what he does, how he thinks about value creation, and what he is trying to accomplish.     Bill and Kyle met when Mike Mitchell was The Business Brew's first guest.  Since that time, Bill has watched Kyle work tirelessly to execute his plans.  Consequently, Bill has grown to respect Kyle very much and wanted to feature Kyle as a guest.     This episode may give a glimpse into a fantasy many investors seem to have: buying controlling interests in companies.  Bill's conclusion is he would rather partner with Kyle and let Kyle do the heavy lifting of execution.     Disclosure:  Bill owns shares in 3 of Kyle's companies.  He won't name which ones because he doesn't want people to read anything into his decisions.  However, he will commit to hold every share for at least a year following this podcast episode.   

Leadership strengths are best when we lead through effortless effort What leadership skills do you get when you cross a NASA scientist with a Zen Master? Amazing, novel strategies for better leadership effectiveness. Ginny Whitelaw is a remarkable human being with fabulous insights from her latest book, Resonate: Zen and the Way of Making a Difference. Enjoy! Why you should listen: leadership responsibilities start with the self first

Leadership strengths are best when we lead through effortless effort  What leadership skills do you get when you cross a NASA scientist with a Zen Master? Amazing, novel strategies for better leadership effectiveness. Ginny Whitelaw is a remarkable human being with fabulous insights from her latest book, Resonate: Zen and the Way of Making a Difference. Enjoy! Why you should listen: leadership responsibilities start with the self first How the human body is an energetic instrument of leadership effectiveness Using the breath as the first step to deep resonance and leadership empathy Wu Way: the path of effortless effort - a peaceful leadership framework We explore leadership principles founded in Zen and energy practice How actions feed the field of energy and are critical for leadership effectiveness How to take action regardless of one's own personal resistance and struggle How to be a big change agent: a practical leadership model

Of the many mutual fund and ETF portfolios on our website, paulmerriman.com, which of the dozen-plus portfolios is most appropriate for you, given your risk tolerance and need for investment return? The goal of this lively discussion — with Paul Merriman, Chris Pedersen and Daryl Bahls — is to help you decide. Topics covered include: A short history of the Vanguard,Fidelity,T Rowe Price and Schwab portfolios — offered first on the Merriman Wealth Management website and moved to the website for The Merriman Financial Education Foundation. The Vanguard ETF Portfolio as well as the many Best-in-Class ETF portfolios, including the Ultimate Buy and Hold, U.S. 4 Fund Combo, Worldwide 4 Fund Combo, All Value, All Small Cap Value, and a series of 2 Funds for Life Portfolios. Regarding the Ultimate Buy and Hold Strategy, Paul discusses the use of the Fine Tuning Your Asset Allocation Tables to determine the best combination of stocks and bonds. Plus, those tables are used later in discussing the 4 Fund Combos. The many psychological considerations in selecting the right portfolio, explored by Daryl. A reminder of how patient a small-cap investor must be, by Chris, who also presents a new Tell Tale chart from 1928 to 2019. Consideration of the pros and cons of each of the ETF portfolios, by Chris. Watch video here.

Jennifer K. Hill speaks with founder of the Institute for Zen Leadership and author, Dr. Ginny Whitelaw. Dr. Whitelaw discusses her new book Resonate: Zen and the Way of Making a Difference. She shares what resonance is, and how we can learn to find our purpose by being in resonance and coherence with the world around us. institutezenleadership.org Dr. Ginny Whitelaw is the founder of the Institute for Zen Leadership, a Zen Master in the Chozen-ji line of Rinzai Zen, as well as President of Focus Leadership. She is a recognized expert in leadership development and executive coaching and has authored 4 books, including The Zen Leader. A biophysicist by training, she combines a rich scientific background with senior leadership experience at NASA, and more than 20 years developing global leaders. Together with Mark Kiefaber, she developed the FEBI® to measure 4 mind-body patterns of personality, and trains practitioners worldwide in how to apply FEBI in their work. She has served as adjunct faculty to Columbia University’s senior executive program and worked with leaders in some of the world’s top companies, including Merck, Dell, Avon, XL Capital, Sprint, Cemex, EMC, Novartis, Hospira, Marsh, Ascension Health, T Rowe Price, and Bank of America. Prior to that, Dr. Whitelaw spent 10 years at NASA, where she became the Deputy Manager for integrating the International Space Station Program. She led a large-scale change effort to re-align the management of the Space Station Program using cross-functional teams. Her work became a model for other NASA programs, and she was awarded NASA’s Exceptional Service Medal for her efforts. She holds a Ph.D. in Biophysics, as well as a B.S. in Physics, a B.A. in Philosophy, and a 5th degree black belt in Aikido.

Mary Miller is one six Democrats considered leaders in the race for mayor. This is her first run for political office. After a long career at T Rowe Price, she was appointed by President Obama to top jobs at the Treasury Department. She was the first woman to serve as Under Secretary for Domestic Finance. For the last few years, she has been a Senior Fellow at the Johns Hopkins University 21st Century Cities Initiative. A reminder that the primary is being conducted primarily by mail. If you are a registered voter, you should be receiving your ballot soon. Remember that the ballot has to be signed and postmarked by June 2. If you are not yet registered to vote, there’s still time. The deadline to register is May 27.

CISA describes what counts as critical infrastructure during a pandemic, and offers some advice on how to organize work during the emergency. Iran runs a disinformation campaign--apparently mostly for the benefit of a domestic audience--alleging that COVID-19 is a US biowar operation. Intelligence services, criminals, vandals, and gossips all flack coronavirus hooey in cyberspace. Fancy Bear is back. And what would provoke good behavior among thieves? (A hint: not altruism.) Malek Ben Salem from Accenture on mobile tracking and privacy, guest is Thomas Quinn from T Rowe Price on the job of protecting a financial institution. For links to all of today's stories check our our CyberWire daily news brief: https://thecyberwire.com/issues/issues2020/March/CyberWire_2020_03_20.html Support our show

Despite persistent client fears about valuations, the US equity market has hit numerous record highs, driven largely by technology stocks. In the latest episode of the FTAdviser Podcast, investment reporter David Thorpe is joined by Julian Cook and Eric Papesh, US equity managers at T Rowe Price, and Nathan Sweeney, multi-asset manager at Architas, to discuss the long-term drivers of returns in the US market.This edition of the FTAdviser Podcast is sponsored by T Rowe Price and listeners of this week's episode can claim 30 minutes of CPD by completing the multiple choice quiz on FTAdviser. See acast.com/privacy for privacy and opt-out information.

Aman Narang is the co-founder and President of Toast which is an all-in-one point-of-sale and restaurant management platform for businesses in the foodservice and hospitality space. The company has raised so far over $400 million from top tier investors like Bessemer Venture Partners, Google Ventures, Tiger Global Management, TCV, Eight Roads Ventures, E-Prime Capital, T-Rowe Price, and Lead Edge Capital to name a few. 

Aman Narang is the co-founder and President of Toast which is an all-in-one point-of-sale and restaurant management platform for businesses in the foodservice and hospitality space. The company has raised so far over $400 million from top tier investors like Bessemer Venture Partners, Google Ventures, Tiger Global Management, TCV, Eight Roads Ventures, E-Prime Capital, T-Rowe Price, and Lead Edge Capital to name a few. 

In the absence of any key domestic trigger, investors will eye global cues and stock-specific action for market direction today. According to a Business Standard report, Tata Sons is looking at approaching the vacation Bench of the Supreme Court for a stay against the NCLAT order to reverse the status of the company from private to public limited and reinstating Cyrus Mistry as a director on its board and on three group firms. In another news, UTI AMC yesterday filed the draft red herring prospectus for an IPO. The IPO is an offer for sale of 38 million shares by the SBI, Bank of Baroda, LIC, PNB, and T Rowe Price. As such, the Indian banks selling their shares will be in focus in today's session. Besides these, market participants will track the rupee's movement against the US dollar, foreign fund flow, and the oil price movement for further cues. In the US, Wall Street’s major indexes resumed their rally with fresh records on Thursday as US Treasury Secretary Steven Mnuchin said an initial U.S.-China trade deal would be signed in early January. The Dow Jones Industrial Average rose 0.47 per cent, the S&P 500 gained 0.44 per cent, and the Nasdaq Composite  added 0.6 per cent. Asian shares snoozed near 18-month highs on Friday. MSCI’s broadest index of Asia-Pacific shares outside Japan was a fraction firmer in early trade. Japan's Nikkei inched up 0.1 per cent, and South Korea's market added 0.25 per cent on the day. The SGX Nifty is also indicating a flat start for domestic indices. Yesterday, the Indian markets scaled fresh record highs. The benchmark S&P BSE Sensex, which hit a fresh high of 41,698 in the intra-day deals, closed at 41,674 level, up 115 points. On the NSE, the Nifty50 settled at 12,260-mark, up 38 points. Going forward, analysts say that the momentum indicator MACD is showing a clear buy crossover in the Nifty with the index forming higher tops and higher bottoms on the daily charts. The immediate support on the lower side is pegged at 12,225; till those levels are not broken, the short-term trend is positive for the target of 12,340.

Investing Tips (0:00:00) Do you like doing things that will help you in the long term? Are you a risk taker who's not afraid to make a leap of faith? Well chances are you are either the next James Bond, or you have taken up investing. While it can sometimes be faith-filled, investing in the right place at the right time can be a great financial decision for anyone who is willing to try it out. The guest we have with us today worked closely under Thomas Rowe Price Jr., one of investment's greatest success stories who founded the T Rowe Price group and went on to make millions if not billions of dollars from his work. Cornelius Bond, a technology and healthcare venture capitalist from San Francisco, joins us to talk about the legendary investor he worked under and give us investment tips in today's economy. The Art of Gathering (0:15:12) With the holidays in full swing, many of us are shuffling off to various work parties, family reunions, and class events. Am I the only one that spends ten minutes before going to one of these promising myself that I'll have a good time? What is it that makes our gatherings so dull? In a world of fast-paced communication and instant connection, taking time to meet and interact as human beings has never been so important. But how can we make these gatherings meaningful? With us is Priya Parker, a trained conflict resolution specialist and author of The Art of Gathering: How We Meet and Why It Matters. Holiday Blues (0:32:31) For many, the holidays represent a time of tradition and cheer. But for many others, the holidays are a sensitive time that bring back pain and elicit loneliness. This sadness is commonly known as the “holiday blues.” We've invited psychologist Dr. Kristin Bianchi on the show to explain why we get the holiday blues, how we can cope with them, and how we can help our suffering loved ones during this time. Seasonal Clothing (0:50:36) Wintertime is here, and one of my favorite parts about this time of year is the warm, cozy, winter wardrobe that we get to don as we embrace the cold air around us. But do you ever feel like it can be a little tedious to change out your warmer weather clothes and go up into the attic or down to the basement and pull out all those bulky coats for you and your family? Certain parts of the country can get pretty cold, and investing in these winter necessities can also get pretty expensive. We are joined by Amanda Valentine as she will address all these topics about winter wardrobe and more.  Why Being Ruthless Can Be a Good Thing (1:07:40) Webster's Dictionary defines the word “ruthless” as “having no pity: MERCILESS, CRUEL.” Obviously, this word is one we usually apply to people with harmful intentions and don't have great feelings toward. But, according to Fortune 500 Leadership and Innovation Consultant, Val Wright, “Being ‘thoughtfully ruthless' helps you manage your time, energy and resources well. This goes for your business and your personal life. Once you become sensibly selfish with your time, you'll experience growth in all areas.” She's here to tell us how to start. Competing and Coping with Grief (1:24:45) Anita Coyle's life suddenly changed when her husband of 20 years died of a rare heart condition last January. As difficult as it was, Anita knew that she had to get back on her feet in hopes of running the Xterra triathlon that she and her husband had been planning for. Despite her incredible obstacles and odds, Anita was able to compete in the race and went on to win Xterra's warrior of the year award. Here to tell us how she used training to cope with her grief is Anita Coyle. Anita is an athlete, mother, and podcaster. 

– Canaccord Genuity upgrade – T Rowe Price reduces stake in TSLA – Manager Magazin reports on Audi and Porsche EV development Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Canaccord Upgrade, T Rowe Reduces Stake in Q4, Audi/Porsche EV Development (02.11.19) appeared first on TechCast Daily.

– T Rowe Price increases their stake in Tesla by 5.5M shares – Tesla and Elon Musk file joint letter with the SEC in favor of settlement approval (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock The post T Rowe Price Increase Stake in TSLA, Musk/Tesla/SEC Submit Letter for Settlement Approval (10.11.18) appeared first on TechCast Daily.

This week, two important gatherings are taking place in Baltimore that will explore ways to increase investment in small businesses and other ventures that will help the city grow its economy. Today, tomorrow and Wednesday, the Johns Hopkins 21st Century Cities Initiative, in conjunction with the Federal Reserve of Philadelphia, will host a conference called Investing in Opportunity. And later this week, the first Baltimore Homecoming will launch. It’s an effort to identify prominent people with Baltimore roots, bring them back home for a few days, and acquaint them with companies and causes they may find appealing.On today’s show, Tom speaks with Mary Miller. She was for many years a senior executive with T Rowe Price, before a five year stint at the US Treasury during the Obama Administration, where she served as the Acting Deputy Treasury Secretary and the Under Secretary for Domestic Finance. She’s now a Senior Fellow at Johns Hopkins University in the 21st Century Cities Initiative, and she serves on the Host Committee of Baltimore Homecoming. Later in the program, Tom is joined by the architects behind Baltimore Homecoming, Co-Founders, Nate Loewentheil, who is also serves as President of the non-profit organization, and Treasurer, J.M. Schapiro.

Paul briefly discusses the recent MarketWatch article, “4 simple and effective ways to help a young person get a jump on retirement”  and continues with consideration of 2017 performance of the Vanguard, Fidelity, T Rowe Price, Schwab, TD Ameritrade mutual fund and ETF portofolios recommended at his site, including his favorite. He …

On this week's show, The Wise Investor Group reviewed the earnings of HanesBrands and T Rowe Price, while taking a look at what's happening with oil prices and the energy sector. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

On this week's show, The Wise Investor Group discusses how the US may avoid recession and see improvement in manufacturing. Additionally, they discuss Harley Davidson, T Rowe Price, & Discover Financial. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.