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Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
 
Chat With Traders is your key to the minds of trading's elite performers. Start listening to learn how a diverse mix of traders went from zero to hero, how they successfully trade markets today, and get their best tips 'n pointers for profitable performance, plus much more. Note: You are responsible for your own trading decisions—this is not financial advice.
 
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
 
Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets ...
 
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Why Invest?

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Why Invest?

Douglas Barnett, Waverton Investment Management

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In this podcast, Waverton Portfolio Manager Doug Barnett is joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of entrepreneurism, raising capital and management, this podcast aims to demystify the world of investment and beyond. See acast.com/privacy for privacy and opt-out information.
 
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Episode length: 17 min 53 sec EPISODE #46 – Empowering Female Investors with Julie Shipley-Strickland In this episode of The Innovators Behind Disruption, we explore female investors from the point of view of a female investment advisor, keynote speaker, Julie Shipley-Strickland. TIMESTAMPS: 0:00 Opening remarks and introductions 0:50 About the pra…
 
How should you approach money given most of it either collapses or loses its purchasing power due to inflation. Get our free six-day email course on how to beat inflation. Topics covered include: How supposedly safe savings apps collapsed, wiping out users' savings Why algorithmic stablecoins keep failing and why they are not black swans What it ta…
 
In this episode we are joined by pillar of the UK food scene, Thomasina Miers. MasterChef winner and graduate from Ballymaloe cookery school, Thomasina co-founded restaurant group Wahaca after falling in love with the flavours of Mexico after her travels there. In this episode we discuss sustainability in the kitchen, biodiverse ingredients and wha…
 
In what has already been a very turbulent few years for investors, Russia’s invasion of Ukraine has rattled investors to the core. The geopolitical uncertainty making headlines has led to heightened market volatility on an economy which was rebounding from the disruptions of a global pandemic. Now, the prospect of a long-term war leaves more questi…
 
What are examples of when it makes sense to pay more than the usual price or fair value for an item or asset? Topics covered include: Why we are willing to pay a premium for convenience, scarcity, status and to avoid waste What is the difference between net asset value and book value Why business development companies can sell at a premium Why farm…
 
In this episode we are joined by Christopher Garsten, manager of the Waverton European Capital Growth Fund. We explore capital cycle investing and Chris identifies where he sees the opportunities in Europe today. We discuss how he got into fund management and key advice for those looking to pursue a career in this field. For further information ple…
 
With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet? Topics covered include: What happened to Netflix What contributed to the astounding performance of large tech stocks since 2013 How the largest contributors to overall stock market performance …
 
This year I’ve brought you some truly phenomenal traders and it continues, right here… Kenny Sharkness (aka Shark) is one of the greatest success stories to come out of proprietary trading firm SMB Capital. In the span of a decade, he’s gone from being clueless about bids/offers to having realised eight-figure years. After reflecting on his first s…
 
What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks. Topics include: What is a bull and bear market How long have earlier commodity bull and bear markets lasted and what were the returns What led to the current commodity bear m…
 
With the release of the Enhancing Investor Trust: 2022 CFA Institute Investor Trust Study, Gary DeMoss, director at Invesco Consulting, and Adrienne Penta, executive director of the BBH Center for Women & Wealth at Brown Brothers Harriman, discuss the factors that are driving higher trust in financial services. While there is certainly cause for op…
 
How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned. Topics covered include: Five attributes of successful investors Why does the consensus expect stagflation How central banks have performed in previous tighteni…
 
Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has worked better. Topics covered include: Previous investment recommendations by Money For the Rest of Us to combat inflation Why commodity futures hedge a…
 
Nishant Porbanderwalla—a senior trader at proprietary firm Kershner Trading Group—is no stranger to the show. In his third appearance on Chat With Traders, Nish recaps how he booked an outsized six-figure profit trading meme-stock NASDAQ: DWAC (Digital World Acquisition Corp). The date was 22nd October 2021, the day DWAC traded from $50 up to a hig…
 
Investment management professionals face a complex and rapidly evolving landscape that can often be challenging to navigate. At the same time, the shift to focusing on innovation and technology presents an incredible opportunity in the form of efficiency, diversity, and stewardship. CEO of CFA Institute, Marg Franklin, CFA, shares four trends for w…
 
We review the ten asset categories that trade on major stock exchanges, many of which are smaller niches in which individual investors have an edge over institutional investors. How to invest in business development companies, a small segment of the markets that has returned 9% annualized with dividend yields of 8%. Topics covered include: How secu…
 
EPISODE #45 – Cryptocurrency Investing with David Abner In this episode of The Innovators Behind Disruption, we explore cryptocurrencies and investment opportunities in crypto with keynote speaker, David Abner. TIMESTAMPS: 0:00 Opening remarks and introductions 1:36 About Gemini 6:18 ETFs and the beginnings of bitcoin ETFs 10:38 Why invest in bitco…
 
Episode 60 – Freddie Fforde: In this episode we are joined by Freddie Fforde, the Founder of Patch, a flexible work near home concept with grand ambitions for expansion. We discuss Freddie’s career including his time at Entrepreneur First, his vision for shared work and life spaces and the challenges of growing a company like his. For further infor…
 
Stories determine economic and financial outcomes, both our own and the world in aggregate. Here's how to craft and follow stories that will lead to better financial outcomes and greater happiness. Topics covered include: How financial narratives give us the confidence to take action in the face of uncertainty and potential loss How the greater the…
 
James Chen is an equities trader and a partner at Sydney-based fund BlueLake Partners. Furthermore, he’s a heavy-hitter who operates on a different level to most… For well over a decade, James has been discovering edges and developing trades that the typical trader would consider as rather obscure. And for that reason, we’re fortunate to have James…
 
This week, we revisit a classic episode released five years ago. In a newly recorded introduction, David shares the background on the episode and why he chose to release it again in its newly edited form. Topics covered include: The availability heuristic and confirmation bias How to deal with extreme events when most days are just like the day bef…
 
How societies have functioned without leaders, including leaderless megacities that survived over 800 years. Topics covered include: Is geopolitics more like chess or poker Why analysts think Putin will soon agree to a settlement with Ukraine Do most development occur from the top-down or bottom-up What are some examples of leaderless societies and…
 
In this episode Doug Barnett is joined by Gregor Angus, Co-Founder and CEO of True Royalty TV, an on-demand, subscription channel that focuses entirely on royal families. We discuss everything from the business model and how Gregor got into content creation, to raising capital and how he is using technology to disrupt archaic content distribution s…
 
It was early-2017, Oliver was nearing the end of his high school years, when he had discovered Ethereum—or more accurately, the self-described tech-head had strapped together 6x GPU's for the purpose of mining Ethereum. Although the mining rig was only a mild success, it did plant the seed for what would become Proxima Capital—the crypto-focused tr…
 
Will the world experience both inflation and subpar economic growth at the same time? Topics covered include: What is inflation and what causes it What have been the largest contributors to recent high inflation Why does not everyone experience inflation in the same way Why inflation measures are subjective What are long-term deflationary forces fa…
 
What can we do to prepare if the Russian-Ukraine war gets even worse? Topics covered include: How risk and uncertainty differ as does how we manage them What we can learn from Ukraine and Russian citizens on dealing with uncertainty What will be the financial impact of the sanctions against Russia and the ruble collapse Why and how we should all pr…
 
In this episode Doug Barnett is joined by journalist and author Sarah Sands, former editor of The Sunday Telegraph, the London Evening Standard and Today on BBC Radio 4. We explore how social media is the 21st century equivalent of 18th century coffee houses and whether “who pays matters” in the world of journalism. Sarah also shares some brilliant…
 
How to decide the investing scale and timeframe that works best for your temperament. Topics covered include: How stocks perform in the days and weeks following catastrophic events What are some potential financial impacts of Russia's invasion into Ukraine How complex systems operate at different scales and timeframes What are examples of different…
 
Lance Breitstein was a Senior Trader at proprietary trading firm Trillium and Manager of the Chicago office. He has trained, mentored and refined dozens of top discretionary intraday traders, while arguably being Trillium’s best trader in the firm’s history. This episode was recorded in 2019, prior to Lance going on to set the firm’s all-time PNL r…
 
Key takeaways from one of the greatest personal finance novels of all time. Topics covered include: Why it is easier to keep doing the same old thing Why partners should discuss their finances Why debt can be suffocating Why leverage can be dangerous One of the most satisfying ways to give away wealth Thanks to OurCrowd and Policygenius for sponsor…
 
In this episode we are joined by Chris Keenan and James Parsons, Founders of Unibeez, a platform designed to connect employers with talent from universities on a project-by-project basis. We discuss managing growth, building teams and raising capital. We question what it takes to create a coherent marketing message. For further information please v…
 
How lifecycle investing and risk parity portfolios can assist you in having sufficient assets to retire. What are the two types of time diversification and why is one flawed? Topics covered include: What is settled work and what are some examples How does lifecycle investing work and should you consider it Why investing in stocks and other volatile…
 
Lance Breitstein was a Senior Trader at proprietary trading firm Trillium and Manager of the Chicago office. He has trained, mentored and refined dozens of top discretionary intraday traders, while arguably being Trillium’s best trader in the firm’s history. This episode was recorded in 2019, prior to Lance going on to set the firm’s all-time PNL r…
 
How stablecoins are similar and different from other monetary assets. What are stablecoin risks. Why central bank digital currencies are one of the biggest threats to stablecoins. Topics covered include: Why the Federal Reserve and other central banks are exploring issuing their own digital currencies What is the difference between public and priva…
 
In this episode we are joined by Maurits Pot, the Founder of Dawn Global and manager of CUBS ETF which is focused on five historically difficult-to-access equity markets in Asia: Bangladesh, Indonesia, Pakistan, Philippines, and Vietnam. These markets transcend the emerging and frontier market space and he sets out his case as to why he believes th…
 
Trade Recap episodes are a new format (in addition to regular episodes), with the purpose of analyzing each aspect of a guests’ trade: idea, execution, management. Chase Galbraith is an Australian equities trader, with a firm foothold in small caps. The trade in focus today, Chase initiated and held between September – November 2021, in mineral exp…
 
We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell-off into historical perspective. Topics covered include: What are lousy reasons to sell an investment What is a sell discipline What are four good reasons to sell an investment Why and why not to inve…
 
What are the pros and cons of the four approaches to managing retirement savings. How to implement a bucketing or time segmentation retirement investing approach. Topics covered include: Why it takes time to find a retirement pattern that fits How retirement investing is a balance between safety-first and probability-based as well as maintaining op…
 
In this episode we are joined by Waverton’s Luke Hyde-Smith, Co-Head of Multi Asset Strategies and Lorenzo Marchioni, Head of Private Markets who set out the case of allocating to Private Markets. We begin by identifying the problem we are trying to solve by investing in the non-listed space and outline the historical context. We discuss investment…
 
After having been a derivatives trader and lead desks for several top proprietary trading firms (in Hong Kong and Chicago), Bryn Solomon pivoted toward less developed markets, leveraging his experience to become a truly dominate force in crypto… MGNR, the firm Bryn co-founded with a colleague, now consists of 12-team members, working remotely aroun…
 
Small and mid-cap stocks have underperformed large-cap stocks for over a decade. Is now the time to increase your allocation? Topics covered include: How big are small and mid-cap stocks How have small and mid-cap stocks performed relative to large-cap stocks How have active small and mid-cap managers performed relative to indexing options Are bigg…
 
Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Vashi Dominguez – https://www.linkedin.com/in/vashi-dominguez-6717731b/ In this episode we are joined by Vashi Dominguez, the Founder of Vashi, an ultra-bespoke jewellery brand. The business is growing at an impressive rate and after a recent funding round, will be expanding to th…
 
In this episode we are joined by entrepreneur Sukh Chamdal, the Co-Founder of egg-free cake company Cake Box. After 13 years of extraordinary growth, it is now an AIM listed, £130m market cap enterprise with over 180 shops in the UK. We discuss what it takes to run a franchise business, key attributes Sukh looks for in employees and how he’s built …
 
Kyle Schultz is the managing director of Ravinia Investment Management, a registered CTA, operating since April 2019. With an objective to diversify by market, strategy and timeframe, Kyle has developed multiple algorithmic strategies—for various futures products—that can be categorised into momentum and mean reversion, long and short, intraday and…
 
We answer listener questions in our final episode of 2021. Topics covered include: Estimating financial market returns in the next thirty years Investing in art Whether stocks will no longer exist How to start investing Fidelity's new Bitcoin ETF How mutual funds are priced How to teach family members about investing Volatility versus drawdowns How…
 
In this bonus Christmas episode we are joined by special guest Rory Sutherland. He is the vice chairman of Ogilvy UK, columnist for The Spectator and author of Alchemy: The Surprising Power Of Ideas That Don't Make Sense. Using his expertise in behavioural science, we reflect on 2021 and shine a light on trends that have emerged in the world of inv…
 
On the latest Let's Talk ETFs podcast Seeking Alpha has the chance to catch up with Johan Grahn,Head of ETFs at Allianz Investment Management. Johan provided the investment community with knowledge about how to manage risk with ETFs. Contents: 2:15 - Introduction 6:30 - How should investors approach risk going into 2022? 11:15 - Tell us about the b…
 
What is Web 3.0 and how will it transform the world? How you can invest your time and money in decentralized autonomous organizations and other Web3 projects. Topics covered include: What are Web 1.0, Web 2.0, and Web 3.0 and how do they differ What are decentralized autonomous organizations (DAOs) How DAOs operate and what are some examples How to…
 
EPISODE #44 - Investing in Disruptive Innovation with Scott Bullis In this episode of The Innovators Behind Disruption, we explore disruptive technologies and investment opportunities in disruptive innovation with keynote speaker, Scott Bullis. TIMESTAMPS: 0:00 Opening remarks and introductions 0:55 Dot com era 2:33 Growth and adoption of disruptiv…
 
How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies. Topics covered include: What has led to today's high inflation environment and why it is unique How curre…
 
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