Join Rich and his friends as they sit down to give you real talk between entertainment, dating, politics, sports and all things relevant to the Culture.
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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Titan Evolution Podcast is a collection of shows focused on and dedicated to a bigger purpose and is others focused. Many of our hosts and shows are controversial and that's a good thing. It allows us to share points of view and insights you won't see on our favorite news outlet. Current list of Hosts/Shows in production: John Renken Tactical Traveler and Sales Platoon Travis Johnson Titan Evolution Podcast It is hard to follow your passion when it feels like society holds you back. The digi ...
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Portfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.…
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Exploring potential in commercial real estate-backed debt
31:53
31:53
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31:53
Portfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.…
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European equities tapping into global tech themes
36:44
36:44
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36:44
European equities Portfolio Manager Tom O’Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.By Janus Henderson Investors
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Portfolio Managers Jonathan Coleman and Justin Tugman discuss macroeconomic, valuation, and cyclical factors driving momentum in small cap. They share insights on the economic outlook and key themes to watch in both growth and value investing.By Janus Henderson Investors
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"Freak Offs" Episode (Diddy indictment; Hezbollah pagers explode; Kendrick Super Bowl Selection; Sao Paolo, Brazil NFL)
1:12:17
1:12:17
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1:12:17
Rich and Uncle Free are back stateside dropping off another episode fresh from Sao Paolo, Brazil. The fellas start off recapping their exquisite tour of Brazil checking out the first NFL game in the country featuring the Eagles vs. Packers. A trip for the books. Next, the fellas dive into the Diddy arrest news which is taking over all culture conve…
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Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the…
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Chase Glitch Episode (Coach Prime; Cam Newton; Caitlin Clark; Lil Woody; KG vs Ant Man; Fantasy Football; NFL Preview)
1:13:18
1:13:18
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1:13:18
We back with new heat in our regular studio grounds. This week Rich and Uncle Free tap in and get into all the culture from the last week. First and foremost, NFL is almost here and Rich and Free are going to Brazil to see Packers vs. Eagles. (2:49) Make sure y’all tap into the IG stories @wereallsetpod to keep up with all the action. Next the fell…
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Carolina Blues Episode (Grown Man Rap; Olympics Recap; Dame Dash Reasonable Doubt Auction; Michael Rubin Defends Meek; Trump and Elon Interview)
1:05:18
1:05:18
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1:05:18
New special guest episode on deck back at the Revho House with NC Hip Hop legends Phocuz and Swift. Phocuz and Swift sit down with Rich and Uncle Free to discuss new music, the evolution of their sound, and their story. To kick things off, the fellas discuss Phocuz’ new project D.O.T.S. Produced by Swift and streaming now. (9:30). Also, they remind…
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“ATL Evictions” Episode (Noah Lyles Olympics; USA Basketball; Drake 100gb leak; Vultures 2; Harris-Walz; Trump and Adin Ross; Brittany Renner)
1:04:47
1:04:47
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1:04:47
Fresh Heat for the streets. Rich and Uncle Free link up for a new eppy to discuss all the foolishness. Firth things first, we are announcing a new deal with CEN (Culture Entertainment Network) as the first featured podcast. Check us out over there and run the numbers up for us. This week the fellas start off talking about the wild business eviction…
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Joshua Gunn Episode (Game 7; NC Battle Rap Scene; Kamala; Team USA review; Chris Brown Altercation; Nike Retro Sneakers)
1:08:53
1:08:53
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1:08:53
New heat for the streets with a special guest, @jgunnisbetter a hip hop artist representing North Carolina. Joshua Gunn sits down with Rich and Uncle Free to discuss his latest project, Game 7, streaming now on all platforms. In the first half of this episode, J discusses his musical upbringing at very young age as a battle rapper competing and …
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"April Q. Russell" Episode (Entertainment Industry in Hollywood v. Atlanta, Black Women Business Owner; Dating Red and Green Flags; Meagan Good and Michael Ealy Hug; Trump Assassination)
1:26:57
1:26:57
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1:26:57
A very special episode is here with good friend of the pod and collaborator, April Q. Russell. April is the Founder and Creator of Revolutionize Hollywood in Atlanta, a private members social and creatives club. April starts off a very entertaining episode discussing her rise and experience in the communications industry. (1:38) After that, she tal…
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"Fight! Fight! Fight!" Episode (Trump assassination attempt; Jaylen Brown Team USA snub; Bronny James review; Skip is out)
1:09:59
1:09:59
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1:09:59
Trump is still ALIVE! Episode 162 is a banger, no pun intended, as Rich and Uncle Free sit down to discuss the failed Trump assassination attempt in rural PA. Was it staged and why was Secret Service lacking so hard? On the heels of this wild event, the RNC kicked off its national convention and had the nerve to have Amber Rose pop out for a speech…
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"DaReales Episode" (Bronny James to Lakers; BET Awards Usher Tribute; Rick Ross scuffle in Vancouver; Biden Trump debate; XXL Freshman Cover)
1:46:49
1:46:49
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1:46:49
Episode 161 is here and this time special guest @darealrome part owner of the streetwear brand @dareales, sits down with Rich and Uncle Free to discuss his story and this week in the culture. First things first, Rome discusses where he’s from and his upbringing that finally led him to Atlanta. (2:06) Rome also drop jewels on how he and his business…
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Janus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Por…
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"Pop Out" Episode (Pop Out Kendrick Lamar Concert; Chris Brown Meet and Greets ; RIP Willie Mays; Celtics)
1:17:27
1:17:27
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1:17:27
Episode 160 is here for the streets. Uncle Free tapped in remotely from Italy for this episode since the culture just doesn't stop when your on vacation and our fans need the content and fresh analysis from the team. First things first, Uncle Free talks about being in the midst of his Euro tour and how that's going. Next, the fellas discuss the Pop…
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"Seecoyyah Episode" (Big Steppa; Caitlin Clark and WNBA; Bad Boys 4; Meg the Stallion; Sexyy Red)
1:16:25
1:16:25
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1:16:25
New episode heat for the streets. This time, special guest @seecoyyah pulls up to join Rich and Uncle Free to promote her new project Big Steppa, out on all platforms now. Seecoyyah brings the energy and discusses her musical background and how she got to where she is today starting from Shreveport, LA. Shout out to da boot. (1:00) Seecoyyah even b…
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"Sexless Marriage" Episode (Man To Man Advice; Cookouts; Bad Boys 4; Bronny James to NBA; Celtics v Mavs NBA Finals)
1:11:23
1:11:23
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1:11:23
New Episode alert! 🚨 The We’re All Set crew with Rich and Uncle Free is back after Memorial Day giving you new heat to listen to and enjoy. First things first, are we in an elite cookout decline? It seems the cookout invites have taken a dip recently and the fellas discuss whether it’s inflation or whether dudes just don’t know how to grill anymore…
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"Diddy is Cooked" Episode (Diddy & Cassie Hotel Video; Kel Mitchell Marriage; School Teacher Braid)
1:00:41
1:00:41
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1:00:41
We are back with another Episode of heat and expert culture analysis with Rich and Uncle Free. First things first, new merch is available at Allsetpod.store now including tees, crew necks, and hoodies. (2:10) Support the home team. First topic on deck, *sigh*, is your cousin Diddy aka Sean Combs was spotted in a video in hotel physically abusing hi…
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Tapping into a broad set of growth drivers in mid-caps
30:58
30:58
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Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.…
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Finding Your Inner Titan with JC Joe Carbonell
1:14:13
1:14:13
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1:14:13
JC Joe Carbonell delves into themes of overcoming adversity and challenges rooted in spirituality and faith. JC shares insights on pursuing passions and goals as a pro athlete and coach, emphasizing the importance of mentors and support networks in fostering mental resilience and a positive mindset. Beyond sports, JC extends his expertise to family…
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JC Joe Carbonell delves into themes of overcoming adversity and challenges rooted in spirituality and faith. JC shares insights on pursuing passions and goals as a pro athlete and coach, emphasizing the importance of mentors and support networks in fostering mental resilience and a positive mindset. Beyond sports, JC extends his expertise to family…
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I wasn't allowed to be a Victim Shelby Jo Long
56:53
56:53
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56:53
In this podcast episode featuring guest Shelby Jo Long, the conversation covers a wide range of topics, starting with the importance of effective communication skills, particularly in public speaking and business contexts. Travis and Shelby delve into entrepreneurship and various business ventures, including creating a communication-focused busines…
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In this podcast episode featuring guest Shelby Jo Long, the conversation covers a wide range of topics, starting with the importance of effective communication skills, particularly in public speaking and business contexts. Travis and Shelby delve into entrepreneurship and various business ventures, including creating a communication-focused busines…
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"Euphoria" Episode (Kendrick disses Drake; Quavo vs Chris Brown; Biden at Morehouse; Floyd in Dubai; NBA Playoffs)
1:10:01
1:10:01
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1:10:01
Episode 156 is here with your favorites Rich and Uncle Free. The culture has been on fire since last episode and we get right to it. First things first, the fellas recap the recent premiere of Not Another Church Movie where We're All Set Podcast was a media partner alongside Revolutionize Hollywood. Rich and Free chopped it up and interviewed the c…
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You Control Your Environment with David Pere
1:09:46
1:09:46
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1:09:46
In this podcast episode featuring guest David Pere, listeners are taken on a journey from his time in the Marines to achieving financial freedom through real estate investment. David shares insights into his military service experiences, including logistics, teaching, and deployment, and reflects on finding fulfillment in his career. The discussion…
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Navigating U.S. securitized markets in an uncertain rate environment
35:28
35:28
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Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs discuss how the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities for risk-adjusted yield.By Janus Henderson Investors
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In this podcast episode featuring guest David Pere, listeners are taken on a journey from his time in the Marines to achieving financial freedom through real estate investment. David shares insights into his military service experiences, including logistics, teaching, and deployment, and reflects on finding fulfillment in his career. The discussion…
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The emerging return potential of emerging markets
24:48
24:48
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24:48
In this episode, Portfolio Manager Daniel Graña explains why emerging market stocks could close the performance gap with developed market peers, making now a potentially good time to consider the overlooked asset class.By Janus Henderson Investors
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Stay the Course with Alexander Randazzo
1:15:52
1:15:52
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1:15:52
The podcast featuring guest Alexander Randazzo, in conversation with host Travis Johnson, delves into a multifaceted exploration of storytelling, personal growth, and navigating life's challenges. Drawing from his experiences as a West Point graduate and former Army Ranger, Alexander reflects on the significance of artists in shaping cultural disco…
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The podcast featuring guest Alexander Randazzo, in conversation with host Travis Johnson, delves into a multifaceted exploration of storytelling, personal growth, and navigating life's challenges. Drawing from his experiences as a West Point graduate and former Army Ranger, Alexander reflects on the significance of artists in shaping cultural disco…
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"Size 7 Big Stepper" Episode (Drake Kendrick Diss;RIP OJ Simpson; Rick Ross; Nike Caitlin Clark; Future)
53:40
53:40
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53:40
Episde 155, new vibes. Back to basics with Rich and Uncle Free kicking your favorite culture talk. Rich and Uncle Free start off giving a calm recap of the Street Execs Golf Tournament at The Legends at Chateau Elan in GA. Rubbing shoulders with big money is always lit. On the culture side of things there has been a lot going on. Drake responds dis…
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Sales, Ethics, and Scaling with Eddie Molina
41:36
41:36
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41:36
John Rankin interviews former military serviceman Eddie Molina, who transitioned from military service to civilian life. Eddie shares his experiences in government, law enforcement, artillery, and writing, which laid the groundwork for his sales career. He also discusses his leadership book, which combines military experiences with civilian life. E…
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Connecting the Unconnected with Walter Steele
46:00
46:00
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46:00
Walter Steele, a passionate traveler and entrepreneur, shares his journey from seeking adventure to finding a business opportunity. He discusses the power of entrepreneurship and his life-changing trip to Guatemala, where he discovered the country's beauty and tumultuous history. He started a Guatemala business focusing on women's empowerment and e…
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Walter Steele, a passionate traveler and entrepreneur, shares his journey from seeking adventure to finding a business opportunity. He discusses the power of entrepreneurship and his life-changing trip to Guatemala, where he discovered the country's beauty and tumultuous history. He started a Guatemala business focusing on women's empowerment and e…
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“TruLUCK Charms” Episode (J. Cole; Kendrick Lamar; Fashion Design; Caitlin Clark; Dawn Staley; History Of Rap Beef; Future, Traveling Abroad)
1:44:50
1:44:50
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New heat on deck with Episode 154 and special guest Zan Truluck our Morehouse brother and designer of @truluck.charms. This episode is really fire and shows the range of guests we politic with on the pod couch. Zan sits down with Rich and Uncle Free and provides an interesting renaissance man perspective as a corporate executive, designer, and well…
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John Rankin interviews former military serviceman Eddie Molina, who transitioned from military service to civilian life. Eddie shares his experiences in government, law enforcement, artillery, and writing, which laid the groundwork for his sales career. He also discusses his leadership book, which combines military experiences with civilian life. E…
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1
Leveraging Military Experience in Sales for Continuous Growth and Relationship Building with Chris Soroka
52:58
52:58
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52:58
Chris Soroka, a former 13 Fox in the military, shares his journey from military service to sales. He shares his experiences in basic training, AIT, and active reserves, emphasizing the importance of camaraderie and teamwork. During his transition to civilian life, he discusses the lack of transition assistance programs and the importance of bridgin…
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Embrace Your Entrepreneurial Spirit & Pursue a Life of Financial Freedom with Andrea Overend
40:33
40:33
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40:33
Andrea Overend, an 11-year U.S. Army veteran, entrepreneur, and mother of four daughters, shares her journey to financial and time freedom. Growing up in Mexico, she was passionate about adventure and understanding different cultures. Despite facing challenges, Andrea pursued side hustles, including franchising and consulting. She also built a cons…
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Andrea Overend, an 11-year U.S. Army veteran, entrepreneur, and mother of four daughters, shares her journey to financial and time freedom. Growing up in Mexico, she was passionate about adventure and understanding different cultures. Despite facing challenges, Andrea pursued side hustles, including franchising and consulting. She also built a cons…
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Chris Soroka, a former 13 Fox in the military, shares his journey from military service to sales. He shares his experiences in basic training, AIT, and active reserves, emphasizing the importance of camaraderie and teamwork. During his transition to civilian life, he discusses the lack of transition assistance programs and the importance of bridgin…
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1
Travel through Credit Card Point Mastery with Dave and Lisa Muz
47:30
47:30
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47:30
The podcast explores the secrets of travel adventures through strategic credit card point mastery, focusing on how Dave and Lisa managed to snag first-class tickets to Japan for $15 each. They share their journey from floor cramming to first-class living, accumulating credit card points through everyday expenses like groceries, utility bills, and t…
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"Welcome to Atlanta" Episode (Diddy; Moving to Atlanta; Nightlife; Gen Z; Finding Jesus)
1:36:37
1:36:37
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1:36:37
New Heat at your head top is here with Episode 153 featuring special guest @authentic_cece. This episode is fire from cover to cover with Gen Z representative Cece. First things first, Cece introduces herself by sharing her story of her New Jersey upbringing and how she transitioned to Altanta and was pretty much turned out for a good little while.…
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Navigating Military Transition and Healthcare Sales with Chuck Meisel
46:52
46:52
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46:52
Chuck Meisel, a former Green Beret with 31 years of experience in the healthcare industry, shares his journey from military service to sales. He emphasizes the importance of discipline, work ethic, and understanding of regimented schedules. Chuck also shares his military experience and role models, highlighting the evolution of military selection p…
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The podcast explores the secrets of travel adventures through strategic credit card point mastery, focusing on how Dave and Lisa managed to snag first-class tickets to Japan for $15 each. They share their journey from floor cramming to first-class living, accumulating credit card points through everyday expenses like groceries, utility bills, and t…
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Chuck Meisel, a former Green Beret with 31 years of experience in the healthcare industry, shares his journey from military service to sales. He emphasizes the importance of discipline, work ethic, and understanding of regimented schedules. Chuck also shares his military experience and role models, highlighting the evolution of military selection p…
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1
“We Don’t Trust You” Episode (Diddy Homes Raided; Kendrick Lamar disses Drake and J. Cole; Future)
50:47
50:47
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50:47
We’re All Set is back with a bonus episode in light of the recent news in Hip Hop. First things first, Diddy, aka the Diddler had his homes in Los Angeles and Miami raided while his kids were home. Apparently, he is being investigated for sex trafficking and other abuses including with drugs. Who is to blame and is the raid justified? Tap in for Ri…
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Sales & International Ventures with Mike Wickham
41:20
41:20
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41:20
Mike Wickham shares his military journey from an artillery officer in West Germany to a successful 25-year career in international business. He highlights the importance of military networks and the role of alum networks in the business world. His adaptability and outgoing personality fueled Mike's transition into sales. He also discusses his pivot…
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Filmmaking and Unexpected Adventures with Alexis Parrider-Nicholls
50:13
50:13
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Alexis shares his travel experiences, including his love for comedy filmmaking and offbeat travel. He shares his experiences in London, exploring the city's rail system, and his documentaries, "Salty Tea" and "A Tourist Aria," exploring Central Asia and Myanmar's remote regions. Alexis also shares his experiences in Myanmar, discussing the unique h…
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Alexis shares his travel experiences, including his love for comedy filmmaking and offbeat travel. He shares his experiences in London, exploring the city's rail system, and his documentaries, "Salty Tea" and "A Tourist Aria," exploring Central Asia and Myanmar's remote regions. Alexis also shares his experiences in Myanmar, discussing the unique h…
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Free Speech Episode (Candace Owens ; Kai Cenat ; Cowboy Carter ; Quiet On The Set ; March Madness ; Ye ; Rolling Loud ; Glorilla and Joe Biden link)
1:10:41
1:10:41
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We back with another heater with Episode 152. Rich and Uncle Free check in to give you all the culture news of the last week. The fellas get into Candace Owen’s recent media blitz and uncover whether her point of view is valid or if she’s a conservative grifter. The election is starting to heat up and President Joe Biden let Glorilla pull up for a …
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