Asset Allocation Podcasts

Asset Allocation public

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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1d ago1d ago

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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The Wealth Enterprise Briefing

WE Family Offices

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6d ago6d ago

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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.

1
Dakota Live! Podcast

Robert Morier

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4d ago4d ago

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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.

1
Center For Investment Excellence

J.P. Morgan Asset Management

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1M ago4w ago

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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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3d ago3d ago

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

1
Sound Investing

Paul Merriman

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4d ago4d ago

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Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

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Bogleheads On Investing Podcast

bogleheads

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18d ago2w ago

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Podcast weblog featuring the investment wisdom and principles of John C. Bogle

1
The Active Advisor

Harbor Capital

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5d ago5d ago

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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...

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Perspectives

MSCI Inc

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25d ago3w ago

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

1
Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

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2M ago9w ago

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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...

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The Alt Asset Allocation Podcast

Ben Lakoff

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1+ y ago1+ y ago

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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://podcasters.spotify.com/pod/show/investinalts/support

1
Market Narratives

Investment Magazine

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8M ago32w ago

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...

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Mint Equitymaster Investor Hour

Mint - HT Smartcast

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1y ago1y ago

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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.

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Mint Dialogues

Mint - HT Smartcast

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2+ y ago2+ y ago

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Mint engages with a panel of experts in the world of personal finance on a weekly basis to help investors get better returns. The sessions go deep into the big questions of the day around stock markets, bonds, IPOs and much else. This is a Mint production, brought to you by HT Smartcast.

4
Barron's Live

Barron's Live

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6d ago6d ago

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Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its impact on markets, the economy, companies and individuals. Topics include Managing Your Money, The Future of Health Care, What to Watch in the Markets, Tech Stocks, and more.

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The Meb Faber Show

Meb Faber

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2d ago2d ago

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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...

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Investopoly

Stuart Wemyss

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5d ago5d ago

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Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.

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Brown Advisory CIO Perspectives

Brown Advisory

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10d ago1w ago

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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

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Insight for outcomes

Investment Magazine

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1y ago1y ago

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.

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The Small Business Millionaire

Jeff Wiener

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3+ y ago3+ y ago

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The Small Business Millionaire podcast teaches you the secret small business strategies that the most successful entrepreneurs use to build profitable and growing businesses, and then, the magic formula for creating personal wealth beyond your greatest dreams. Our blog host, Jeff Wiener, ran a profitable and cash-flow positive business for 288 months in-a-row, including managing through three recessions, and sold his 50-employee small business in 2017 for 8-figures. Jeff will guide you throu ...

1
Private Banking Today

Standard Chartered Private Bank

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5d ago5d ago

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A brand new podcast series from Standard Chartered Private Bank exploring the latest wealth management trends. In each episode, we’re joined by expert guests who share their specialist insight into the topic. Across four episodes, we talk about helping wealthy individuals establish a footprint in the UK and highlight the appeal of investing in the country.

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Why Not Mint Money

Mint - HT Smartcast

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6d ago6d ago

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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.

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New Focus on Wealth with Chad Burton

Chad Burton

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10d ago1w ago

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Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.

1
SA For FAs

Seeking Alpha

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3y ago3y ago

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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

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Money, Markets and Masterminds

Citywire South Africa

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11d ago1w ago

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The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.

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Views From The Harbor

Harbor Capital

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12M ago51w ago

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“Views from the Harbor” is a video/audio series that serves as Harbor Capital Advisors’ take on what financial professionals need to know about what is currently happening in the economy and markets across the world and how Harbor believes it ultimately impacts investments. Hosted by Harbor Capital Advisors President and CIO, Kristof Gleich, this series features conversations with Harbor’s very own internal financial experts and external partners. They each share their own personal perspecti ...

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Smart Investing by PGIM India Mutual Fund

Smart Investing by PGIM India Mutual Fund

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1M ago4w ago

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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...

1
The Tony Robbins Podcast

Tony Robbins

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4d ago4d ago

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“Why live an ordinary life, when you can live an extraordinary one?” Tony Robbins, the #1 Life and Business Strategist, has helped over 50 million people from 100 countries create real and lasting change in their lives. In this podcast, he shares proven strategies and tactics so you, too, can achieve massive results in your business, relationships, health and finances. In addition to excerpts from his signature events and other exclusive, never-before-released audio content, Tony and his tea ...

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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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3d ago3d ago

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...

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Value Investing with Legends

Columbia Business School

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2d ago2d ago

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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...

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Speaking Of Reliability: Friends Discussing Reliability Engineering Topics | Warranty | Plant Maintenance

Reliability.FM: Accendo Reliability, focused on improving your reliability program and career

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2d ago2d ago

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Gain the experience of your peers to accelerate improvement of your program and career. Improve your product development process, reliability or warranty performance; or your plant uptime or asset performance. Learn about reliability and maintenance engineering practical approaches, skills, and techniques. Join the conversation today.

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Follow the Money Show

Michael Maduell, Host

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5+ y ago5+ y ago

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Just another WordPress site

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Podcasts – FNCE 2280 – Investments

Ted Noakes

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9y ago9y ago

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Video Lecture for NAIT FNCE2280 Online Students

1
Exhale: Heart & Chart Investing

Tricord Investment Advisors

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5+ y ago5+ y ago

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Investing podcast sponsored by Tricord Investment Advisors with host Larry McDonald.

1
Money Plant

Earshot

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2y ago2y ago

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Money Plant talks to experts about navigating the stock market, savings advice, understanding concepts, jargons, rules and laws in simple, uncomplicated conversational language.

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Avocado Toast Podcast

Avocado Toast Podcast

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2M ago7w ago

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The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.

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Coin Stories with Natalie Brunell

Natalie Brunell

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2d ago2d ago

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Learn about the future of money and how Bitcoin proposes a solution to the problems in our monetary system. Why is wealth concentration growing? Will the U.S. dollar always be the world reserve currency? Is Bitcoin the "internet of money?" Journalist and educator Natalie Brunell shares one-on-one interviews with thought leaders. Whether you're eager to start learning about Bitcoin, or already follow the world of cryptocurrency and its pioneers, this show has something for you to HODL. Join u ...

1
Not Another Investment Podcast

Edward Finley

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2M ago9w ago

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With all the noise created by a massive retail investment sales “machine”, it can be really hard to grasp what's going on in markets today. Not Another Investment Podcast provides a fresh perspective on investing; not through opinion and anecdotes but by translating rigorous scholarship, data, and theory in a way that's understandable to everyone. Understand investing beyond the headlines with Edward Finley, sometime Professor of Finance at the University of Virginia and veteran Wall Street ...

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The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

The Real Estate Guys

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7d ago0w ago

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Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms and financial strategist Russell Gray, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset pro ...

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Focused on You

HUB Retirement and Wealth Management

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3y ago3y ago

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We cover all aspects of your financial plan as well as give you a glimpse inside the personality of HUB/WFG.

show series

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Understanding Asset Allocation 38:17

21d ago38:17

38:17

The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money market funds and bond funds, and strategies for tax withholding and payments in retirement. He emphasi…

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Pediheart Podcast #279: Asset Allocation in Your Retirement Accounts 49:08

16d ago49:08

49:08

Eleven months a year Dr. Robert Pass produces a podcast dedicated to a review of the latest literature and thought leaders in pediatric cardiovascular care. For the last 3 years Rob has finished his podcast series with a focus on personal finance. It has been an honor to work with Rob on these special podcasts for the last 3 years. This is his podc…

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SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals 1:41

7h ago1:41

1:41

Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.

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Bitcoin and Macro Hangout 2: Preston Pysh, James Lavish, Susie Reilly & Surprise Guest 1:19:59

1h ago1:19:59

1:19:59

In this new episode with Preston Pysh, James Lavish and Dr. Susie Reilly, we discuss: Why Bitcoin's price hasn't reached $100k What is the Bitcoin basis trade and is it suppressing the price? Trump endorsing Bitcoin ahead of the election Global M2 money supply on the rise U.S. Senators urging the Fed to cut rates Bitcoin Power Law Bitcoin miners ca…

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RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537 48:55

4h ago48:55

48:55

Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad ma…

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New Position Advice

1h ago

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New Position Advice Abstract Kirk and Fred discuss the advice we would give a engineer just starting a career in Reliability Engineering Key Points Join Kirk and Fred as they discuss the way to best way to learn and apply the many tools and methodology of reliability engineering. Topics include: First seek to understand the history of failures in t…

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Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms 1:04:01

1h ago1:04:01

1:04:01

In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of his influential work, "The Platform Delusion." Jonathan's insights stem from a rich career in both the banking and academic sectors, bringing a nuanced …

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Hank Boughner, CEO – Dynamo Software (EP.31) 45:56

35m ago45:56

45:56

This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …

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WCI #371: Which Accounts Will Make Your Kids Rich? 39:04

1h ago39:04

39:04

Today we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or Custodial Roth IRA is better for your kids, if it is a good idea to open a solo 401(k) for your kids, how to maximize your 403(b) contributions and how to mimic the US Stock Market index fund if your 403(b) doesn't offer that. Today’s episode…

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News Block: U.S. Senators Urge Fed to Cut Rates, Trump Wants Bitcoin “Made in the USA,” Another Company Adopts Bitcoin Strategy 9:57

1h ago9:57

9:57

In this week's episode of the Coin Stories News Block powered by Bitdeer (NASDAQ: BTDR), we cover these major headlines related to Bitcoin and global finance: President Trump Wants Bitcoin “Made in the USA” U.S. Senators Urge the Fed to Cut Rates Another Public Company Just Adopted a Bitcoin Treasury Strategy ---- Subscribe to our free newsletter: …

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Balancing Hope and Reason: The Lifetime Path to Successful Investing 45:39

22h ago45:39

45:39

Mavis Tsai is a friend I have known for decades. Our paths crossed as I was teaching one of my free 3 or 6 hours workshop. In January she asked me to participate in her 5-day online event entitled, "Confluence of Hearts: A Global Summit on True Self, Brave Connections, and a Love-Led World” In the description of the event she noted: "Together, we w…

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You Must Understand the Fourth Turning to Survive What's Coming... 1:33:58

23m ago1:33:58

1:33:58

How can past crises teach us how to deal with challenges in today's world? Our guest NEIL HOWE is a renowned historian and generational theorist, known for co-authoring the seminal books "Generations: The History of America's Future, 1584 to 2069" and "The Fourth Turning: An American Prophecy." In this timely one-on-one conversation with SCOTT HARR…

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Dakota Live! Podcast: Mastering OCIO Solutions: Insights from Chestnut Advisory Group 50:07

1d ago50:07

50:07

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Amanda Tepper and Ravi Venkatraman, managing partners and co-founders of Chestnut Advisory Group. Chestnut Advisory Group and the Chestnut Solutions Institute specialize in providing strategic advisory services and investment solutions tailored to the needs of OCIO…

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Ep 308: Warning: Does one spouse deal with all financial matters? 10:21

1d ago10:21

10:21

Read full blog here. In this episode, Stuart issues a crucial warning to couples: don't let one spouse handle all the financial matters. While it's natural for one partner to take the lead, it's vital for both to stay involved and informed. Stuart highlights the importance of understanding and communicating about financial documents, ensuring both …

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Dom Bei: Every Pension Fund, Union and Worker Will Adopt Bitcoin (So Will Arnold Schwarzenegger) 42:08

4d ago42:08

42:08

In this episode featuring Dominic Bei, Founder of Proof of Workforce Foundation, we discuss: Why firefighters and other members of the working class need Bitcoin Pension funds adopting Bitcoin Unions adopting Bitcoin Getting Arnold Schwarzenegger to learn about Bitcoin ---- Bio: Dominic (Dom) Bei is the Founder of Proof of Workforce Foundation, wor…

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Are there gender differences when it comes to investing in the UK? 10:48

1d ago10:48

10:48

This episode looks at the different approaches to investing according to gender. Sharing their insight on this topic, from Standard Chartered, are Aza Erdenebaatar, Head of Investment Products, and Trang Nguyen, Senior Portfolio Manager. 11 minsBy Standard Chartered Private Bank

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How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel 26:25

1h ago26:25

26:25

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…

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The Outlook for Travel-Related Stocks 43:43

9h ago43:43

43:43

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Vontobel’s Portfolio Manager Markus Hansen about promising travel-related stocks and other consumer-focused investments.By Barron's Live

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Case Study: Financial freedom through property and super: a 15-year success story 9:45

2h ago9:45

9:45

In this case study episode, Stuart and Frencham unveil a compelling 15-year journey towards financial freedom through property and superannuation. Beginning with a modest net worth of $2.4 million in 2008, their client's portfolio has surged to nearly $10 million today. Through strategic property investments, including homes in desirable locations …

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Private Markets in Focus: Long-Term Impacts of Higher Interest Rates 14:36

6h ago14:36

14:36

While our past discussions have focused on forward-looking strategies in private markets amidst current capital market conditions, in our latest episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA®, take a reflective turn. Michael and Matt analyze the performa…

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Should you create a will or a trust? 34:12

14h ago34:12

34:12

We fulfill our responsibilities for our loved ones while we are living. What if something happens to us? Our duty is to create a well-organized will so that our wealth can be easily passed on to our family members. Pritika Kumar, co-founder of a legal platform, No Grey, and WhyNotMintMoney host Aprajita Sharma discuss the same in this episode.…

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Reliability Allocation Methods

2h ago

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Reliability Allocation Methods Abstract Kirk and Fred discuss reliability allocations for individual components and subsystems. Key Points Join Kirk and Fred as they discuss a question from one of our listeners and why solid state electronics and mechanical systems have significant differences in the intrinsic life entitlements and have to be analy…

1
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) 59:50

5d ago59:50

59:50

Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that exceptional people create exceptional businesses. Alpine’s PeopleFirst approach includes hiring, training, and placing an army of CEOs in its portfolio …

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MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification 20:45

1d ago20:45

20:45

This VA emergency doc has paid off $370,000 in student loans in only 5 years! Not only that but he and his wife are already millionaires. He said it is impossible to overstate how good it feels to have paid off those student loans. They have also put a huge percentage of their income towards building wealth. They are currently completely debt free …

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Profitable Problem Solving - A Lucrative Niche for a Special Tenant 1:01:43

1h ago1:01:43

1:01:43

There is no greater wealth than the ability to improve the lives of others. That said, most would admit that money plays a pretty big role in our daily lives and aspirations too. These two points lead us to the fascinating aspect of real estate we’ll explore today: The opportunity it provides its investors to make both a positive impact on society …

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Thiel Fellow Eva Shang - Litigation Finance Masterclass | #537 49:48

4h ago49:48

49:48

Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven technology to invest in credit assets at scale. Eva is a Thiel Fellow and participated in Y Combinator. In today’s episode, Eva covers everything related to litigation finance. We walk through why the asset class…

1
An Idea Short Explainer Videos

6d ago

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An Idea Short Explainer Videos Abstract Chris and Fred discuss how short, 1-minute explainer videos could help reliability engineers … especially new ones! Key Points Join Chris and Fred as they discuss how people new to the topic can start immersing themselves in reliability engineering … but in an engaging and ‘easy’ way. We think that perhaps on…

1
The Importance of Reinvesting Dividends & Balancing Safety & Growth in Retirement Planning 39:04

1d ago39:04

39:04

This episode focuses on financial planning strategies, particularly in relation to investing, dividends, and retirement planning. Chad discusses the importance of reinvesting dividends to build wealth, provides insights on market updates, and offers guidance on asset allocation for retirement planning. He addresses listener questions about safe mon…

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Powering the AI Boom, Investing in Aerospace, and a Surge in Drug Innovation 51:34

1d ago51:34

51:34

In our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes that have driven markets for several years now. These include the ongoing global inflation saga now entering its fifth year and the race to develop technology and business models around generative artificial intellig…

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Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

1d ago47:44

47:44

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approac…

1
News Block: President Biden Vetoes Pro-Bitcoin Banking Bill, BlackRock Becomes Largest Bitcoin Fund, How a Small Bitcoin Allocation Can Boost Portfolio Returns 10:42

1d ago10:42

10:42

In this week's episode of the Coin Stories News Block powered by Bitdeer (NASDAQ: BTDR), we cover these major headlines related to Bitcoin and global finance: President Biden Vetoes Pro-Bitcoin Banking Bill BlackRock Dethrones Grayscale to Become Largest Bitcoin Fund How a Bitcoin Allocation Can Boost a Traditional 60/40 Portfolio’s Returns ---- SU…

1
WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye 48:26

1d ago48:26

48:26

Today we spend some time talking about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life. It can be extremely difficult when your vision does not align. But it is critical to work through it and get on the same page. We also answer another handful of questions about Roth IRAs, Roth conve…

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Numsa boss slams neo-liberal policies and pension fund reform 31:24

2d ago31:24

31:24

In this podcast interview with Numsa deputy general secretary Mbuso Ngubane (pictured below) at Citywire South Africa’s annual retreat in Fancourt, the union boss emphasised the importance of the working class being more active in the economy and owning the means of production. Numsa is the biggest trade union in South Africa with around 340,000 me…

1
Q&A's with Chris Pedersen 46:39

3d ago46:39

46:39

On May 18, 2024 Chris Pedersen made a presentation to the Houston Chapter of AAII. At the end of the presentation Chris answered over 20 questions. Those questions are on this podcast. Here are the question topics: 1. Portfolio expectations compared to S&P 500? 2. How would adding small cap value (SCV) help a retiree? 3. How important is asset clas…

1
Dakota Live! Podcast: Making a Difference with CHOP 44:48

2d ago44:48

44:48

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jenny Chan, Senior Vice President, and Chief Investment Officer at the Children’s Hospital of Philadelphia (CHOP). Jenny oversees CHOP's substantial investment portfolio, playing a crucial role in supporting the hospital's mission through strategic and innovative i…

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