show episodes
 
The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
 
Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
 
The naked truth about all things finance, from a Canadian perspective. This podcast is created and delivered by WLWP Wealth Planners | iA Private Wealth iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
 
Downtown Josh Brown brings you the latest in finance, business, and investing. Learn about what's going on in the economy and the stock market each week, and meet some interesting guests along the way! Josh is the CEO of Ritholtz Wealth Management, a financial advisory firm which manages over $1.5 billion for high net worth investors, foundations, endowments and corporate retirement plans. New episodes go up every Friday morning! Visit https://thereformedbroker.com/podcast/ for more! ⁣ See a ...
 
Why invest? Doug Barnett from Waverton Investment Management looks at why we invest in certain asset classes, regions and financial products in a series of interviews with professionals from the industry. See acast.com/privacy for privacy and opt-out information.
 
The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
 
Steve Levitt, the iconoclastic University of Chicago economist and co-author of the Freakonomics book series, tracks down other high achievers and asks questions that only he would think to ask. Guests include all-time Jeopardy! champion Ken Jennings, YouTube CEO Susan Wojcicki, WNBA champion Sue Bird, Operation Warp Speed chief Moncef Slaoui, and neuroscientist/actress Mayim Bialik. People I (Mostly) Admire is a production of the Freakonomics Radio Network.
 
Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
 
Learn the keys to multifamily real estate investing success from our veteran asset managers and real estate experts. Join Pat each week and learn how to earn cash income and create wealth with a secure, stable multifamily real estate investment. Don’t forget to catch up on past seasons of Multifamily Real Estate Investing presented by Mara Poling. Check out The Learning Center at MaraPoling.com to register for live webinars taking a deeper dive into all these great subjects.
 
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
 
Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence ...
 
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
All across the globe, businesses are looking for ways to achieve operational excellence. In this podcast series, we’ll address the growing challenges for today’s businesses when it comes to mitigating risk, increasing agility, and improving working capital. You’ll hear from industry experts on how to explore, select, and leverage Source-to-Pay and Order-to-Cash technology to enhance your digital transformation.
 
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic ...
 
The Buy Box Experts podcast is designed for a brand executive audience. Today, brand teams are repeatedly challenged by the unique pressures that the Amazon channel introduces. Join us to learn from investors, solution providers, large brands, and other key individuals who have evolved their channel management perspective to deal effectively with Amazon channel, turning this marketplace into a significant sales opportunity, properly aligned with other channels where the brands participate.
 
Executive Breakthroughs Podcast is where high-performing executives, managers, entrepreneurs, and rising stars, just like you, come to learn from their business heroes on how to make your unique mark on the world, maximize leadership and performance, create a culture of rockstar talent (i.e. be an expert team builder), gain insights on the future of work, and more. HINT: It takes more than bean bag chairs, a waffle bar, and all those perks on “Silicon Valley.”We’ll talk visionary leadership, ...
 
Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative b ...
 
The podcast for the adaptable investor. Investigating the financial markets through the eyes of a (somewhat) recovered physicist who started Wall Street's first cloud-based financial technology firm. Expect more psychology than physics, more behavioral economics than traditional economics, and more art than engineering. If you're ready to question some of your pre-conceived notions, explore the inner working of investing and hear how professionals think about markets, come join me on this no ...
 
Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.
 
Advice Worth Keeping is a podcast series featuring Stan Lepeak, Director of Global Research in KPMG’s Management Consulting service group, in conversation with subject matter experts, industry leaders, and eminent researchers who are at the front line of efforts to drive evolutionary and revolutionary changes in the way organizations are structured and operate globally. This series of podcasts provides both general principles and specific starting points for leaders who want to broaden their ...
 
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 ...
 
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show series
 
Meryl Pick takes a closer look at this week’s market news, including the exceptional performance from US markets off the back of a strengthening US economic recovery, as well as the question of what it will take before SA can start participating in the global economy once again.By Old Mutual Investment Group
 
Hello Podcast listeners,Today is a very special episode with Dan Ahrens, Portfolio Manager and COO at Advisor Shares. Before this he founded Ahren Advisors, L.P., where he was portfolio manager of the Ladenburg Thalman Gaming and Casino Fund. Prior to this he was president of Mutuals.com Funds, where he launched the Vice Fund and was portfolio mana…
 
My guest for today is Gautam Baid, author of the international best-seller "The Joys of Compounding" and portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking t…
 
Stefan Haney is the CTO and Strategic Advisor for Foundry, a firm that specializes in buying and building incredible Amazon businesses. Before joining Foundry, Stefan was a 16-year veteran at Amazon, where he led several executive teams and contributed to the strategy and innovation behind the platform’s product shopping pages, checkout, navigation…
 
Limited partners come in a few different varieties, one of the largest, but also most opaque groups is that of the Family Offices, and today’s guest Jamie Rhode, CFA, Vice President at Verdis Investment Management, gives us a glimpse into the large family office world. Verdis uses a unique data-driven approach to fund allocating that allows them to…
 
Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Referenced in the show: Statist…
 
JC Parets · A Canadian Perspective w/ CIBC Portfolio Manager David Cox In a market environment where Financials and Natural Resources have become leadership groups, how do we not have a conversation about Canada? Taking that one step further, we need to talk about how any investor, whether living in Canada or not, can take advantage of a potential …
 
John Cohen Co-Founded Toro Real Estate Partners in 2015. He has been investing in real estate since 2010 and focusing on deals where tremendous value can be added. Since starting in real estate, he has been involved in the north of $500MM in various real estate transactions. John started the podcast “The Real Estate Investing Experience” to give ba…
 
He’s one of the world’s leading competitors, having won four U.S. memory tournaments and holding the record for most names memorized in 15 minutes (235!). But Nelson Dellis claims he was born with an average memory and that anyone can learn his tricks. Steve gives Nelson’s techniques a shot, without much hope — and is surprised by the result.…
 
Zach has a market update and he discusses inflation. He is joined by Edwin Dorsey to discuss today's market. Join Zach for another Virtual Road Show on May 27. Sign up at www.knowyourriskradio.com. See omnystudio.com/listener for privacy information.By Bulwark Capital Management
 
Hello podcast listeners,Today is a very special episode with Juan Carlos Artigas, Head of Research at the World Gold Council. Prior to this, Juan Carlos worked at JP Morgan Securities as a US and Emerging fixed income strategist. He earned his BS in Actuarial Sciences from ITAM (Mexico) and his MS in Statistics from the University of Chicago. In to…
 
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
 
Spencer Montgomery is the Founder and CEO of Uinta Crypto Consulting, a cryptocurrency training, and mentoring program. He has been providing Bitcoin and cryptocurrency consulting and training for over 4 years. He has spoken to over 3000 people and has influenced over $5MM of Crypto Investing. He personally turned $13k into over $1.2MM in 18 months…
 
Two startup CEOs share their approach to fundraising, Andrew Farah explains the strategy he used to raise $100M for Density (03:58), Dejan simplifies his community-forming principles for SoleSavy (38:27), and both give tactical lessons from the mistakes they made along the way (46:23)! Deck: https://bit.ly/3b8gz8g…
 
JC Parets · DeFi & Technical Analysis | My Conversation w/ Jim Bianco, CMT The DeFi Revolution is upon us, at least according to Jim Bianco. For many years, I’ve looked up to Jim and the work he’s been doing at Bianco Research and, in fact, he’s the one who first inspired me to rip through hundreds of charts during my live presentations in order to…
 
The DeFi Revolution is upon us, at least according to Jim Bianco. For many years, I’ve looked up to Jim and the work he’s been doing at Bianco Research and, in fact, he’s the one who first inspired me to rip through hundreds of charts during my live presentations in order to get my points across. It took me about a decade to realize it, but it was …
 
BARENAKED MONEY PODCAST: EPISODE 6 See Saw on the Canadian Budget Speaker 1: You're about to get lucky with the Barenaked Money podcast. The show that brings you the naked truth about personal finance, with your hosts, Josh Sheluk and Colin White, Portfolio Managers with WLWP Wealth Planners, iA Private Wealth. Colin White: Welcome to Josh and Coli…
 
After a 6 week hiatus during which I was recovering from a serious jet ski accident, I am excited to bring you a fresh episode of the Alpha Exchange. And it was wonderful to spend time with Andrew Scott, a Partner and Head of Client Solutions at Bach Option. Our conversation is an exploration into the complex factors that drive the clearing price f…
 
My guest for today is Alok Jain. Alok Jain is a New Delhi based SEBI registered Investment Advisor and founder of a momentum investing service weekendinvesting.com Alok is an Engineer from the Indian Institute of Technology Delhi and a MBA finance from the University of Maryland. He returned to India to start his journey in the markets by setting u…
 
Eric Tait, MD is a practicing physician in Internal Medicine in private practice in Houston, TX. He is the Founder and Fund Manager of Vernonville Asset Management, which has produced numerous income-producing investment projects both domestically and internationally. Vernonville Asset Management was born because Eric could not find any investment …
 
Hello Podcast listeners,Today is a very special episode with David Barse, Founder and CEO of XOUT Capital, an index company, DMB Holdings, a private family office and an Executive Producer for film ‘Summer of Soul’. David also served as CEO of Third Avenue management for 25 years. David earned his JD at Brooklyn Law School and his Bachelors from Ge…
 
Eric Upchurch is an Army Special Operations veteran who grew up in Central Iowa, where he learned at an early age that if you want something, you need to work for it. Eric joined the Army where he served for six years in Savannah, GA. As part of the Active Duty Passive Income team, Eric has a passion for educating the military community on how to c…
 
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what rebalancing your portfolio actually means, the pros and cons involved and the two main types of rebalancing. If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk below …
 
Traditional yields are low, so how do we meet our funding obligations? We discuss: Rebalancing highly diversified portfolios to generate 3%-5% in excess returns The Diversification Ratio and maximally diversified portfolios The increased value of maximally diversified commodity sleeves Special advantages for non-institutional investors…
 
Jason weighs in on Basecamp's ban of political discussion at work (10:57), the ensuing employee exodus (22:40), shares his policy for his companies (26:32), answers a listener's question about how to surround yourself with great people (40:09), and more! Pod Notes: http://bit.ly/e1208TnotesBy Jason Calacanis
 
Money Talks will de-mystify asking for a raise with this broadcast. Our guest today is Scott Stinson – Director of Human Resources here at Mississippi Public Broadcasting who will give us inside information on the best time and the best way to ask for a bigger salary. Discussion: Why don't we talk about salaries more? What are the laws? Prepare to …
 
Hello podcast listeners,Today is a very special episode with Christopher Huemmer, Senior Investment Strategist for FlexShares Exchange Traded Funds. Before this Chris worked at Zacks Investment Research where he was Director of Index Services. He earned his BS from Cornell University and is a CFA Charterholder. In today’s episode we discuss infrast…
 
Follow me @samirkaji for my ongoing thoughts on the private fund markets. Over the last decade, we’ve seen a surge of VC firms formed by those that spent their entire lives as entrepreneurs. NFX is one of those firms, and in 2016, ex-Trulia founder Pete Flint joined the firm as fourth partner bringing the experience of starting a company, taking it…
 
Nichole Schmidt is the Founder and CEO of Source. Her career has been around the commercial construction industry. She finished her Bachelor of Fine Arts in Interior Design at the Illinois Institute of Art. She became a distributor, worked in business development, marketing, sales for various companies before ultimately focusing on the Commercial C…
 
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. As is often the case with sharp and curious minds, our guest this week traveled a meandering route through his career. While studying meteorology and public health in university, Eric Crittenden (CIO of Standpoint Asset Manag…
 
Nick Tuzenko is the Founder and Managing Director of Accel Club, a firm that acquires Amazon FBA businesses. With expertise in e-commerce, technology, and M&A, the team at Accel Club is disrupting the FBA industry and boosting brands to the next level. Before founding Accel Club, Nick served as the Managing Director of Busfor, a company that stream…
 
In this week's episode, Ricardo makes a personal reflection on why he chose to work with project management. He explains how the desire to create new things and the happiness and fulfillment when you get things done were a fuel to select his profession. The happiness for the achievement. Listen to the episode to hear his perspectives about the prof…
 
Hello podcast listeners,Today is a very special episode with James Katz, Founder and CEO of Humankind Investments. Before this James was a quantitative equity analyst at Vanguard. He earned his PhD in Business Administration from Stanford and his Bachelors in Computer Science, Philosophy, Political Science, and Economics from the University of Penn…
 
Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times. Chris, Brian and Jeff Perry comment on President Biden’s address to Congress last week and how the policy implications could impact portfolios and taxes. Fiscal policy has proposed increased spending and tax i…
 
Erik Cabral left corporate America after 20+ years. He jumped headfirst into real estate investing in order to achieve financial freedom. Educating himself, building networks, and analyzing hundreds of deals he purchased his first multi-family building in less than one year. He is the Founder of the multi-media agency On Air Brands and the #1 podca…
 
Ron has a current net worth of 1.35M, about 960K of which is invested in the stock market. He talks about discovering financial accountability and gaining control of his finances. He also shares what helped him to be a millionaire, his asset allocation, using a financial advisor, speaking with your kids about money, and more.…
 
Harper Jones is an advocate for Infinite Banking and joined CreateTailwind as a strategist to teach people how to become their own bankers. One of his favorite books is Becoming Your Own Banker by Nelson Nash. This book led him to the world of the Infinite Banking Concept. Residing in Knoxville, TN, Harper invests in real estate where he focuses on…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the incredible long-term success story, the distinctiveness, and the future of Berkshire Hathaway; and (ii) the important distinction between uncertainty and risk in investing. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing …
 
ARMR Investing Way: Providing investors with much needed information edge in today's highly volatile stock market. SUBSCRIBE & Stay Informed https://www.youtube.com/c/TheARMRReport​​ Become an ARMR Insider: https://armrreport.com/​​ Stock Market Investing Review: Time for the Cannabis Couch!! This week was a rollercoaster of Fed actions and Earning…
 
Gary Lipsky is a Managing Partner at APT Capital Group, which buys opportunistic value-add B and C Class properties. He has been a real estate investor since 2002 and has invested over 1,900 units with 41MM dollars. Gary is a Real Estate Financial Modeling Certified and has been a successful business operator for over 30 years. He is also the Co-Fo…
 
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