show episodes
 
The mission of My Worst Investment Ever Podcast is to share stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Andrew Stotz, Ph.D., CFA, is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. To find more stories like this, previous ep ...
 
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know so you create and enjoy the luxury of financial independence. Join your host, Charles Boinske, CFA and founder of Independence Advisors, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love - like fly fishing! Charles Boinske, CFA, is a nationally recognized expert in the complex financial ...
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews wee ...
 
On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
 
Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
 
A BETTER LIFE IS WITHIN YOUR REACH! Value Investing podcast covers knowledge and discipline that you need to bring financial success to your life. In terms of knowledge, this podcast will deliver wisdom from legendary investors such as Warren Buffett and Peter Lynch and in terms of discipline, this podcast will train you to be a wise and long term investor. Enjoy the podcast!
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
 
Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, ...
 
Smart women are investing in two key assets these days, themselves and Real Estate! Join your hosts Elisabeth Embry and Jason Hartman twice a week as they bring you exciting authors, entrepreneurs, top-tier investors and financial experts that are sharing their secrets of success. Learn tips and tools to apply to your own career, business, and life from experts such as: Lori Ann LaRocco (7-Steps To Success In Business), Nancy Doyle (CFA, Manage your Financial Life), Darlene Coquerel (CEO of ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
First World Manila Podcast - where we discuss economic and urban development policies that will increase the standard of living of Mañilenos and Filipinos in general. Hosted by Ramon Rodrigo Kalaw Cuenca, CFA, the founder and director of First World Manila. First World Manila - the brand that uses art, vlogging, and podcasting to make Philippine economic and urban development policies understandable to the broader Philippine public. Mabuhay! ¡Viva!
 
Actuarial Journey podcast connects and empowers YOU and other aspiring actuaries to pass each of your exams the first time by sharing insights, lessons learned, and step-by-step tutorials from others who have been in your shoes. Come join us Journeyers as we go beyond the technical aspects of the profession and explore the best ways to maximize your studying, and ultimately achieve success on your actuarial exams and career, so that you have more TIME for the things that are important to you ...
 
Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and wr ...
 
email: money@mpbonline.org Money Talks airs Tuesday mornings at 9 Central Time on MPB Think Radio and over the internet at mpbonline.org Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Cha ...
 
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a ...
 
Your ultimate destination for CFA ® Exam Domination. Our focus at the Financial Analyst Warrior is to help you navigate through your CFA Level 1 candidate journey in order to become a successful charterholder. The CFA Level 1 Hacks provide a fail-proof plan designed to take you by the hand, step-by-step and show you exactly the most crucial elements that you need to master in order to pass your CFA Exam once and for all. CFA Level 1 Hacks will teach you the most important formulas to memoriz ...
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Wiley Efficient Learning provides smarter professional exam preparation by combining superior content with a proven online learning methodology. Built around a 30-minute “Bite-sized” content framework, all lessons contain text and multimedia elements, as well as mini-diagnostic assessments. Progress and outcomes are constantly tracked and regularly reported back to students for self-assessment, building the confidence and motivation critical for success on high-stakes exams such as the CPA, ...
 
Barbara is a former top-ranked sell-side Equity Analyst and the Founder of Brady Capital Research, a leading-edge research and strategic consulting firm. She is also the author of the upcoming book "Ubernomics: The Next Generation of Business Strategy" and was one of the first analysts to publish an in-depth research report on the sharing economy back in the Fall of 2014. Barbara ranked as an All-Star Analyst for four consecutive years, achieving top-three standing each year in the Business ...
 
Conversations with experts to help you conquer the chaos in your life! You'll hear inspiring and motivating stories about relationships, finance, stress, conflict resolution, healthy living, addiction recovery , health and fitness, money management, success coaching. The show is hosted by Dr. Colleen Mullen, PsyD., LMFT, a therapist and expert in managing life's chaos!
 
The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...
 
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show series
 
Hello podcast listeners,Today is a very special episode with Gabriel Thoumi, CFA, FRM, Director of Financial Markets at Planet Tracker. He serves as Chairpersoon, US Board of Directors at 2 Degree Investing Initiative and he is a Finance Lecturer at John Hopkins University. Gabriel earned his MBA in Finance and his Master of Science in Sustainable …
 
Our guest today is Meb Faber, Founder & Chief Investment Officer at Cambria Investment Management. He also hosts one of the top investment podcasts called The Meb Faber Show. In this episode, talk about Meb’s quantitative approach to investing, embracing both value and trend following. We dive into one of his funds, $TAIL, and the entire thought pr…
 
Show from 1/15/21 Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets. Guest: David Trainer - Founder and CEO of New…
 
Show from 1/15/21 The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Tru…
 
We’re guilty. Lifestyles of the Rich and Famous and Cribs influenced our childhood ideas of what wealth looks like more than we would like to admit. Today, we work with wealthy folks from all over the country and help them make smart financial decisions. The contrast between common perceptions of wealth and the characteristics of truly successful p…
 
Shan Saeed is Chief Economist at Juwai IQI, a leading property, technology, and investment company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Melbourne, Makati, Toronto, and Dubai. He has 20 years of financial market experience in private banking, risk and compliance management, commodity investments, global econo…
 
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the dangers of commission-free ETF trading. Recently, custodians have been offering commission-free trading on ETFs, but many believe this can encourage misbehaving. Matt lays out the big picture in regards to the market and the opportunity. During thi…
 
Jonathan Palmar makes videos. “People will always disappoint you because your expectations will never match what they provide you with.” Jonathan Palmar Worst investment ever Ever seeking approval Like most people, Jonathan grew up believing that he needed to trust in the constant search for other people’s approval. As is human nature, Jonathan wan…
 
Hello podcast listeners,Today is a very special episode with Jane Philbrick, founder and CEO of Wear Wool New London and Visiting Lecturer at Parsons School of Design. Jane also founded TILL, Today’s Industrial Living Landscapes, a community-based development studio. She earned her Master’s degree in Design Studies, Critical Conservation from Harva…
 
Our experts talk about what's in the news and answer your personal finance questions. Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institu…
 
Dale Dupree is leading a sales rebellion against the mediocre ways of the status quo in order to put people over products, community over commissions, experiences over performing a pitch, and fellowship over negotiations. “If you miss it at 30, and you don’t find it until 60, it’s okay. Being patient with your outcomes is what’s most important inst…
 
Mental Models Podcasts predicts that this historic and unprecedented bubble will crash by the second quarter of 2021. Bubbles are driven by narratives. Bubbles have an end but timing the end of the bubble is unknown, which is the risky part, and very different than sports betting. Predictors are, volatility, age tilt, issuance, market cave, and acc…
 
2020 was a strange and unprecedented year for the entire world. But especially for the United States, it seemed like everything that could go wrong went wrong in 2020. And though we have been thoroughly tested, we remain hopeful for a better future. So how can we invest wisely and create wealth despite the commotion in the world around us? In today…
 
Content is everything, but content is everywhere. In this market inundated with content Cobra Kai shines through. Why is that? In this episode, I analyze why Cobra Kai has been successful. My goal with GUP is to get onto a streaming platform (ex: Netflix), whether live-action, animation, or both. There IS a possibility for this to happen, so if you…
 
Chris Tate is one of the first people to ever release a share trading book in Australia. He is the best-selling author of The Art of Trading and The Art of Options Trading in Australia. He’s been running the 6-month repeat-for-free Mentor Program since the year 2000, and he’s also the founder of the Talking Trading podcast, a free weekly trading po…
 
Benjamin Quinlan is the CEO and Managing Partner of Quinlan & Associates. He is also the Chairman of the FinTech Association of Hong Kong, an Adjunct Professor at the AIT School of Management, a Mentor for PingAn’s Cloud Accelerator, a Guest Contributor for eFinancialCareers and Regulation Asia, and a Senior Advisor to many leading startups in the …
 
New Year, New Goals, Same proven asset class! Jason Hartman invites you to celebrate with him another fantastic year of prosperity for all real estate investors practicing some of Hartman’s proven investment techniques. Following the celebration, we must look for the “what next” plan or goal. How do you build your goals? Do you write them down? Do …
 
Show from 1/8/20 Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Ast…
 
Hello Podcast listeners,Today is a very special episode with Thomas Cole, CFA, CEO and Co-founder of Distillate Capital. Prior to founding Distillate, Thomas was CIO at Institutional Capital. Before this, he was head of U.S. Equities at UBS Global Asset Management. Tom earned his BBA and MBA from the University of Wisconsin. In today’s episode we V…
 
There are two ways to build wealth: 1) Spend less, or 2) Earn more! Saving money is a popular financial topic, but today's episode is dedicated to learning how to earn more. We live in what's known as the gig economy. It's more possible than ever to pick up a side-hustle that helps you hit your financial goals, like paying off debt, investing 20-25…
 
Born and bred in a small coal mining and steel mill town in Western Pennsylvania, Ric Franzi moved to California after graduating with a B.A. in Communications from the University of Pittsburgh. While in Southern California, he continued his education by attaining his MBA from Pepperdine University. Ric is the host of the Critical Mass Radio Show &…
 
Mighty Pete Lonton from the Fire In The Belly show is an author, soon to be TEDx speaker (Jan 2021), podcast host, mentor, entrepreneur, property investor, husband, and father of three beautiful girls. Pete’s background is in project management and property, but his true passion is the ‘Fire In The Belly’ show and project. His mission is to help ot…
 
On this episode of Intelligent Money Minute, we interview Larry Siegal, the director of the CFA Institute Research foundation on how to invest in a world of negative interest rates. Most environments feel unprecedented, but until 2019 there have never been negative interest rates. What does this mean? Essentially, it means locking in a guaranteed […
 
Hello Podcast listeners,Today is a very special episode with Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors. Prior to joining Dimensional, Dave managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner at Texas Instruments. He earned his MBA from the University of Californi…
 
Best of 2020 Podcast Episodes Roundup “Hello, fellow risk-takers, and welcome to My Worst Investment Ever,” that’s how I start every one of the 300+ My Worst Investment Ever Podcast episodes I have recorded. Below are some of the highlights from the 170 people I interviewed in 2020. One of the things that makes the investors, businessmen and women,…
 
In today’s episode, we discuss how advisors can tap into the growth of disruptive technologies and areas of innovation around the world. We also give an in-depth look at how these investment opportunities could remain attractive over the long-term. Guest: Main Management’s Kim Arthur. Show notes: Kim Arthur on The Weighing Machine - February 20, 20…
 
More than half of college attendees in the US take out student loans. Imagine saving your kids from the financial burden of student loans without being super-rich. It’s possible with a 529 plan. In this episode, I talk about 529 plans, how they work and why they’re a smart way to save for you kids’ college education. In today’s episode, you'll find…
 
Larry Levine is the best-selling author of Selling from the Heart and the co-host of the Selling from the Heart Podcast. In a post trust sales world, Larry Levine helps sales teams leverage the power of authenticity to grow revenue, grow themselves, and enhance their clients’ lives. Larry has coached sales professionals across the world, from tenur…
 
Dr. Robert B. Ramos, CFA, CAIA, CIPM, completed his undergraduate degree from the Ateneo de Manila University. He finished one master’s degree in Business Management from the Asian Institute of Management and the second one in Business Economics from the University of Asia and the Pacific. And to top that off completed his doctoral degree from De L…
 
Have you done your Net Worth statement recently? This is one of our favorite and most powerful yearly traditions. Simply add up your assets, and subtract your liabilities, and you'll start to get a picture of where you are financially. In this show, we're breaking down what your Net Worth statement should look like at your age! We'll explain what e…
 
Kevin Maloney is a serial entrepreneur with 20+ years of experience in business development, marketing, operations, and finance with early to the mid-stage consumer, media, technology, and real estate companies. He has led more than 1,000+ early mid-stage investor presentations, conducted 100+ corporate and institutional roadshows, and raised more …
 
Hello Podcast listeners,Today is a very special episode with Mike Geller, Partner at Prosek. Before joining Prosek, Mike was an executive vice president and U.S. lead for asset management at Edelman. He also worked as director and head of public relations for RBS’s investment bank in the Americas and held positions at Pershing, part of BNY Mellon, …
 
Hello Podcast listeners,Today is a very special episode with George Mussalli. George is the Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. He earned his MBA from the Sloan School of Management and is a CFA Charterholder. In today’s episode we discuss quant ESG as well as PanAgora’s unique approach to it. Enjoy an…
 
Armand Rosamilia is a New Jersey boy currently living in sunny Florida, where he writes when he’s not sleeping. He’s happily married to a woman who helps his career and is supportive, which is all he ever wanted in life. He’s written over 150 stories that are currently available, including horror, zombies, contemporary fiction, thrillers, and more.…
 
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