Best Investment Services (ARIS Podcasts (2024)

1
Interest Rate Forecast 25:50

1M ago25:50

25:50

The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry. Thanks for listening! You can follow us on Facebook, …

1
Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA 1:24:22

10d ago1:24:22

1:24:22

This episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future. In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgre…

1
Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer 1:19:58

2M ago1:19:58

1:19:58

This episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024. This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall …

1
Episode 36: Gina Martin Adams, CMT, CFA 1:09:13

4M ago1:09:13

1:09:13

Kick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head o…

1
Episode 35: Buff Dormeier, CMT 1:06:49

5M ago1:06:49

1:06:49

It's time to turn up the Volume! Our special guest this month is one of the most prolific contributors to the technical analysis body of knowledge today and arguably the world's foremost expert on volume analysis. Buff Dormeier, CMT asserts that volume - when used correctly - is the most important factor in any portfolio manager's toolkit. We dig d…

1
Get Financially Ready for 2024 18:19

6M ago18:19

18:19

The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…

1
Episode 34: John Kolovos, CMT, CFA 1:15:04

7M ago1:15:04

1:15:04

The barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio const…

1
Prepare for Medicare's Open Enrollment 28:32

7M ago28:32

28:32

Are you ready for Medicare's Open Enrollment? Financial Consultants Jim Benages and Brandon Wann join Krystian to answer your questions about Original Medicare, the Medicare Advantage Plan, drug coverage, and how to plan for the different enrollment periods. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes…

1
Episode 33: Jonathan Krinsky, CMT 1:06:39

7M ago1:06:39

1:06:39

Jonathan Krinsky, who holds the Chartered Market Technician (CMT) designation, is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Tr…

1
Ways to Manage Risk in Investing 19:30

8M ago19:30

19:30

You COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant…

1
Episode 32: Ari Wald, CMT, CFA 1:07:59

8M ago1:07:59

1:07:59

Will value catch up to growth’s steady trend, or will growth fall from its leadership perch? Can Europe finally accelerate after breaking through its year-2000 peak? Can Energy finally become an investable sector again? Find answers to this and much more in the latest interview from Fill the Gap! Ari Wald, CMT, CFA joins us in Episode #32 where we …

1
Life Insurance: Beyond the Clever Commercials 16:36

9M ago16:36

16:36

Krystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.…

1
Episode 31: Clint Sorenson, CMT, CFA 57:39

9M ago57:39

57:39

How do the tenets of trend following apply to private equity and venture capital? What does Eminem’s final rap battle in 8Mile have to do with client communications strategies? How could macro volatility be a helpful landscape for active investors over the coming 18 months? Find answers to these and so much more in the latest episode #31 of Fill th…

1
Is the 60/40 Portfolio Dead? 20:52

10M ago20:52

20:52

Tom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Foll…

1
Episode 30: Jamie Coutts, CMT 1:21:13

10M ago1:21:13

1:21:13

Technical Analysts know that "timing is everything." This month's interview could not come at a better moment as the global discussion around cryptocurrencies, decentralized finance and digital assets again takes center stage. Our longtime friend, past CMT Association Board Member, and exceptional market analyst Jamie Coutts, CMT, CFTe is the Crypt…

1
Episode 29: Craig Johnson, CMT, CFA 1:15:37

11M ago1:15:37

1:15:37

Craig Johnson, CMT, CFA joins Fill the Gap for Episode #29 where we explore the detailed and comprehensive technical process the Piper Sandler technical research team takes every month to produce informed investors. Craig issued a contrarian bullish call on the S&P 500 going into 2023 based solely on the information provided by the markets. Using c…

1
Income and Dividend Strategies 16:41

12M ago16:41

16:41

Krystian discusses income and dividend strategies with guest speaker Kevin Simpson of Capital Wealth Planning. A frequent contributor to CNBC, Yahoo Finance and Fox Business, Kevin is the Founder and Chief Investment Officer of Capital Wealth Planning. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and …

1
Episode 28: Live from NYC with Jerry Parker 1:10:04

1y ago1:10:04

1:10:04

Fill the Gap LIVE: Tenets of Trendfollowing This fireside chat was broadcast live from midtown Manhattan on April 28, 2023 as episode #28 of Fill the Gap: the Official Podcast of CMT Association. One of the famed Turtle Traders groomed under Richard Dennis, Jerry Parker has continued to thrive through multiple market cycles as a systematic trend-fo…

1
Long-Term Care: Uncross Your Fingers and Take Control of Your Plan 24:43

1y ago24:43

24:43

Does your plan for healthcare in retirement involve crossed fingers and a lot of hope? That's most people's default plan: I hope we won't get sick, and if we do, that we'll have the money to pay for care. Tom brings in Guest Speaker Gabe Youel of Brighthouse to talk about including Long-Term Care planning in your retirement plan. Thanks for listeni…

1
Episode 27: Mark Deriet, CMT, CFA 1:13:18

1y ago1:13:18

1:13:18

This month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT. "Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-…

1
Minimizing Taxes: A Chat with An Expert on Tax-Managed Investing 20:11

1y ago20:11

20:11

Krystian chats with Rob Kuharic of Russell Investments, discussing the ways you can manage your investments, grow your assets without triggering a large tax bill, and keep more money in your pocket. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARI…

1
Episode 26: Vernon Bice, CMT 1:12:57

1+ y ago1:12:57

1:12:57

Vernon Bice, CMT joins Fill the Gap this month! Vernon Bice, CMT is a Portfolio Manager at Lord Abbett, where he is responsible for contributing to the management for the firm’s micro-cap growth, small cap growth, mid cap growth and large cap growth strategies. He plays a key role in technical analysis, drawing on his deep experience to provide ins…

1
Taxes and Your Retirement: Navigating the New Laws and Legislation 21:40

1+ y ago21:40

21:40

Guest speaker Karen Hoffman of Prudential Financial joins Tom this month! Together they'll attempt to simplify and break down the legislation known as the Secure Act 2.0, passed at the tail end of 2022, and share some tax-saving strategies. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational …

1
Annuities: Don't Let Me Be Misunderstood 21:27

1+ y ago21:27

21:27

Good? Bad? Or just Misunderstood? The Invest Savvy team dives into the tricky topic of annuities. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.By Alliant Retirement and Investment Services (ARIS)

1
Episode 25: Patrick Kent, CMT, CFA 1:13:21

1+ y ago1:13:21

1:13:21

Fill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management. Enjoy this conversation with Patrick Kent, CMT, CFA - Deputy head of equity opportunities, Portfolio Manager at Newton Inve…

1
Social Security: The Million Dollar Question 22:27

1+ y ago22:27

22:27

Will Social Security be there when I retire? Is there a magic age to start benefits? And…can it make me a millionaire? We discuss all these common questions, and more, on our next episode. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant …

1
Episode 24: Tim Hayes, CMT 1:02:11

1+ y ago1:02:11

1:02:11

Why do we all believe technical indicators should be quantified? Why do we follow a top-down approach to market analysis? Why do practitioners follow a "weight of the evidence" approach? This month's guest is the author of seminal work in the field which cemented principles followed by technical analysts worldwide. Timothy W. Hayes, CMT, is NDR’s C…

1
Year End: Family & Life Changes Checklist 24:14

1+ y ago24:14

24:14

It’s time to create your Personal Year End List: what happened this year to you and your family? Were there births, deaths, retirements, milestone birthdays, or health changes? Krystian and Tom take a deep dive into the deadlines and tasks around these changes. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episo…

1
Year End: Tax & Financial Planning Checklist 18:21

1+ y ago18:21

18:21

December 31st is coming soon! Now's a good time to reflect on the past year, while looking forward to 2023. Let’s take a look at deadlines for taxes, retirement or insurance plan adjustments, and investment changes through a volatile market year. Stay tuned for Part 2: Family and Life Changes Checklist, on December 6th. Thanks for listening! You ca…

1
Episode 23: Atul Suri & David Lundgren CMT, CFA | Live from the APAC Summit 2022 1:15:57

1+ y ago1:15:57

1:15:57

Fill The Gap Live: Investment Management Trends at an Inflection Point Interview recorded Live at CMT APAC Summit 2022 in Mumbai India on Nov 5, 2022 In this live installment of Fill the Gap, the official podcast of the CMT Association, global money management veterans share how they use technical analysis in their trend following investment proces…

1
Let's talk Medicare with an Expert 18:30

1+ y ago18:30

18:30

This month Tom talks to "Medicare Nerd", Joanne Giardini-Russell, who talks clients through the Medicare process, helping them enroll in an insurance plan they will actually understand. Join us as she shares common mistakes, tips regarding pre-existing conditions, and what to do when Joe Namath comes on TV. Thanks for listening! You can follow us o…

1
Episode 22: John Lewis, CMT 1:03:39

1+ y ago1:03:39

1:03:39

The timing of this months episode is uncanny. Investors around the globe are faced with a challenging market environment across all asset classes. Our guest this month was famously quoted as saying: "There isn't any alpha to be had in strategies that you always feel good investing in. Being uncomfortable at times is a necessary evil." Lessons about…

1
Estate Planning: Taxes, Kids, and DIY 18:49

1+ y ago18:49

18:49

In our continued look at estate planning, we’ll discuss how taxes can affect your plan, tell some horror stories and pitfalls, and see if it makes sense to do all this planning on your own v. working with an attorney. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. …

1
Episode 21: Jurrien Timmer, CMT 1:08:52

1+ y ago1:08:52

1:08:52

"Global Macro Analysis is like four dimensional chess." says Jurrien Timmer, CMT "It's intellectually thrilling!" If the recent market environment has been less intellectually thrilling and more emotionally draining, then this episode is for you! Starting from the bond desk at a large Dutch bank nearly forty years ago, Mr. Timmer has learned a few …

1
The Role of UX in Mobile Apps & Websites with Tess Cosad 5:49

2y ago5:49

5:49

Guest speaker: Tess Cosad, Co-Founder & CEO at Béa Fertility Tess explained the importance UX in mobile apps & websites from the user’s perspective. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their startup journeys, in…

1
Getting Investments During the Pandemic with Tess Cosad 8:58

2y ago8:58

8:58

Guest speaker: Tess Cosad, Co-Founder & CEO | Béa Fertility Tess shared how she did her investment pitches, how tough it was to pitch virtually, and how she handled rejections from investors during the Pandemic. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech le…

1
Estate Planning: Avoiding a Dickensian Nightmare 18:03

2y ago18:03

18:03

Creating an estate plan is a key component of every financial plan, no matter your tax bracket. Our next episode goes into wills, trusts, and probate, with the occasional detour into the novels of Charles Dickens. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just…

1
Femtech Fundraising Challenges with Tess Cosad 5:21

2y ago5:21

5:21

Guest speaker: Tess Cosad, Co-Founder & CEO | Béa Fertility The different challenges of Tess’ fundraising journey. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their startup journeys, insights, and learnings with you. TW…

1
Issues Around Fertility Sector of Medicine with Tess Cosad 5:28

2y ago5:28

5:28

Guest speaker: Tess Cosad, Co-Founder & CEO at Béa Fertility Let’s listen to Tess as she takes action to solve fertility-related issues around the medical industry. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their star…

1
Investors’ Reactions to a Femtech Product With Teneha Brown 4:59

2y ago4:59

4:59

Guest speaker: Teneha Brown, Founder & CEO at VagiPlug Tenaha explained the reason behind the idea of Vagiplug and how male and female investors react differently to the product. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to sh…

1
Come Up with a Unique Brand Name with Teneha Brown 5:00

2y ago5:00

5:00

Guest speaker: Teneha Brown, Founder & CEO at VagiPlug Find out how Teneha came up with the unique name “Vagiplug” and how she’s confident and brave about it. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their startup jo…

1
7 Criteria for a Good Brand with Teneha Brown 5:58

2y ago5:58

5:58

Guest speaker: Teneha Brown, Founder & CEO at VagiPlug Teneha passed her brand name test, and we shared the quick exercise you can do to name your company. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their startup journ…

1
Working with a Full-Service Agency vs a Contractor/Designer with Shelly Bailey and Robin Linton 8:28

2y ago8:28

8:28

Guest speaker: Shelley J. Bailey Founder, CEO at Famlee Health Robin Linton, Co-Founder at Undu Wearables What are the pros and cons of working with a full-service agency and the benefits of working with contractors/designers. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspi…

1
Creating a 60-Sec Pitch with Oriana Papin-Zoghbi 6:44

2y ago6:44

6:44

Guest speaker: Oriana Papin-Zoghbi, CEO & Co-Founder AOA Oriana’s 60-Second Pitch experience on Demo Day and how her team helped her create an incredible Pitch. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their startup …

1
The Challenges in Breaking Through in the Tech Space to Become a Female CEO with Oriana Papin-Zoghbi 6:55

2y ago6:55

6:55

Guest speaker: Oriana Papin-Zoghbi, CEO & Co-Founder AOA Oriana shares her experience and struggles to become a female CEO in the highly competitive tech industry. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their start…

1
Leveraging Branding/Marketing to Propel Your Femtech Business with Oriana Papin-Zoghbi 5:31

2y ago5:31

5:31

Guest speaker: Oriana Papin-Zoghbi, Entrepreneur , CEO & Co-Founder AOA Let’s talk about where the Femtech business will be heading and how you can get an advantage using branding. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to …

1
The Importance of Having a Team with Oriana Papin-Zoghbi 5:17

2y ago5:17

5:17

Guest speaker: Oriana Papin-Zoghbi, CEO & Co-Founder AOA Every business needs a great team. Oriana teaches us about how she created a team to build a strong business. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their st…

1
The Problems with Ovarian Cancer Testing and Diagnosis with Oriana Papin-Zoghbi 7:30

2y ago7:30

7:30

Guest speaker: Oriana Papin-Zoghbi, CEO & Co-Founder AOA Oriana talks about her background and what she found out about the current rising problems in diagnosing ovarian cancer. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to sha…

1
How Branding Gets Overlooked with Lisa Lechner 5:11

2y ago5:11

5:11

Guest speaker: Lisa Lechner, Co-Founder and CEO at FemmeBright Health Why branding is important for a business and it usually gets overlooked. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their startup journeys, insights…

1
How to Define and Develop your Branding Strategy with Lisa Lechner 8:12

2y ago8:12

8:12

Guest speaker: Lisa Lechner, Co-Founder and CEO at FemmeBright Health Everything you need to know on creating your branding strategy to align with your brand identity. The Halo Femtech podcast celebrates these changemakers. Our hosts, Ari Krzyzek and Kung Pik Liu, bring together these inspiring Femtech leaders from around the world to share their s…

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Investment Services (ARIS Podcasts

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