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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decis ...
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Investment Analysis and Advice
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Hi, This is Rohit and I am a Stock Trading Coach. I have already trained 50,000+ students from 170+ countries. I am a CFA Charterholder (USA), a Dale Carnegie Certified Trainer and a Nison Certified Trader. My Website is: rohitmusale.com
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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David Nelson launches The Money Runner. In the end money touches everything. The show will take on topics that resonate from Wall Street to Main Street and of course Washington.
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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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Welcome to My Worst Investment Ever podcast hosted by Your Worst Podcast Host, Andrew Stotz, where you will hear stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Your Worst Podcast Host, Andrew Stotz, Ph.D., CFA, is also the CEO of A. Stotz Investment Research and A. Stotz Academy, which helps people create, grow, measure, and protect their wealth. To find more stories like this, previous ...
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India's Leading Finance & Investing Podcast Through The Voice Of Harsh & Aditya Goela from Goela School Of Finance. Team of CFA | MBA | CA | 1Million+ Following across Youtube and Instagram
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An original podcast series from CFA Society Boston featuring leading industry voices in the investment profession, offering candid conversations and fresh perspectives.
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The Financial Thought Exchange Podcast is where you get wiser by hearing from financial thought leaders from all walks of life. This is the perfect companion podcast for financial analysts, investors, or anyone interested in the ”inside baseball” of the financial world. Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. Check out our peer-reviewed research here: https://rpc.cfainstitute.org/en/research If you would like to support t ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
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Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment m ...
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Welcome to Sal Daher, CFA, where amazing things happen.
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Our mission here at Christian Faith Assembly is to inspire intimate relationships with CHRIST, demonstrate Kingdom CULTURE & release hope in our COMMUNITY.
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Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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Audio lessons on shift leadership at CFA Milford Plaza, covering both Front-of-House and Back-of-House.
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Join Kevin Freeman, the host of Pirate Money Radio, where he talks about the issues of the day and how they apply to money and the economy through a biblical lens. In each episode, Kevin dives into how the geopolitics, markets, and cultural trends impact you and what you can do about it! Kevin Freeman, CFA, is the nation's foremost economic warfare expert and a NY Times bestselling author. The Pentagon hired him to explain the 2008 financial crisis and has briefed virtually all the three-let ...
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Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
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The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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The official podcast of the California Faculty Association. Your place for union news, insights and solidarity. More info: https://www.calfac.org/radio-free-csu
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The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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Review Powerpoints for Basic Biology
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Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
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Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, brings veteran market analysts and money managers onto a monthly podcast. These conversational sessions will explore interviewees’ investment philosophy, process and decision making tools. By learning more about key mentors, early influences and their long careers in financial services, Fill the Gap will highlight lessons our guests have learned over many decades and multiple market cycles. Join us in conversation with the men ...
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Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
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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, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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Behind every pioneering idea, method, and device is a fellow human or humans. A trailblazer who is daring enough to ask the questions that push the boundaries and make the impossible possible. Host Sharon Kedar, MBA, CFA, talks with these change agents on the Innovate and Elevate podcast. In each episode, you hear from top doctors, scientists, leaders, and innovators on how they are trailblazing within the world at large and within their own lives. As the co-founder of Northpond Ventures, a ...
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This podcast keeps you up to date on the latest sermons happening each week at CFA! Our hope is that each sermon will bless your life as God speaks to your heart. Thanks for joining us!
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Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be cons ...
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This is a podcast for retail investors who want to achieve financial freedom through TechnoFunda Investing Process. Hosted by Vivek Mashrani, CFA. Disclaimer: This is for educational purposes only. Investments in securities are subject to market risks. Read all the related documents carefully before investing. The securities quoted (if any) are for illustration only and are not recommendatory.
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Buffered ETFs: Market Downside Protection? Are They Right for You?
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There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial i…
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Macro Matters - recapping a crazy 10 days
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Tony Zhang PhD, CFA is back with Rich Excell CFA, CMT to recap the crazy August we have seen in the markets. What are the important takeaways? Are we all clear? What should investors think about going forward?
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I think this Podcast is going to blow you away. I was left speechless. The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. You are in for a treat, so tune in for a fascinating ride.By Geremy van Arkel, CFA®
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CFA Institute's Latest and Greatest Research
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Hear from the person at the top of the research department of CFAI about what is out and what's comingBy CFA Society New York
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Mike Green on ETF Innovation, Passive Investing Risks, and the Future of Alternative Assets
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What if the world's largest investment firms aren't giving you the full picture? Join us for an exclusive conversation with Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, as we traverse the fascinating landscape of ETF innovation and competition. Mike shares his extensive industry knowledge and Simplify's unique ap…
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Girl Power: Use Your Voice in Medical Misdiagnosis with Alice Paul Tapper and Audrey Maged
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In this powerful and heartfelt episode of Innovate & Elevate, Sharon Kedar is joined by two remarkable young women, Alice Paul Tapper and Audrey Maged, for an inspiring discussion on the importance of self-advocacy and resilience, particularly in the face of medical misdiagnosis. Alice, a high school senior and author of two picture books, includin…
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Reagan’s Legacy: A Movie That Sparks Hope for America’s Future | Guest: Jon Voight
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Join Kevin Freeman and Mike Carter on a nostalgic journey as they discuss the highly anticipated movie, “Reagan”, hitting theaters on August 30th. They delve into Ronald Reagan's impactful presidency, explore his inspiring leadership, and reflect on the lessons young people can learn from this pivotal period in American history. Through interviews …
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David Keller on Sentiment Shifts, Defensive Sector Trends, and Gold's Strategic Importance
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Unlock the secrets of market sentiment and trends with expert insights from David Keller. Discover how shifts in sentiment and investor psychology drive market movements and learn about the most effective methods for measuring sentiment—from survey data to the VIX and the all-important price action. David reveals the biases lurking in sentiment sur…
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Top Wealth Building Strategies by Net Worth
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Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey. Jump start your j…
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David Nelson on Credit Markets, Global De-Dollarization, and AI's Market Impact
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Can market rhythms mirror musical progressions? Join us as we sit down with David Nelson of Belpointe Asset Management, who shares his one-of-a-kind journey from recording artist to finance professional. David brings a unique lens to understanding the current market environment and its parallels with past financial crises. We'll explore the essenti…
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191 - What Exactly Is Cushion in Stock Trading
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Learn How to Trade Stocks Watch My Videos Here
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Are Target-Date Maturity Funds Right for Your Retirement Plan?
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When it comes to planning for retirement, many people turn to target-date maturity funds for their set-it-and-forget-it appeal. In fact, if you have a 401k or an IRA rollover, chances are you have a target-date maturity fund. These are designed to automatically adjust your investment mix as you approach retirement, gradually shifting from a higher …
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Best Way to Find Multibagger Mid Cap Stocks in 5 Min | How to Invest in Stocks | Harsh Goela
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In this video, Harsh Goela will tell you the Best Way to Find Multibagger Mid Cap Stocks in 5 Min. Through this method, you can find high-potential stocks with massive returns by using some tools and maximizing returns on your investment.Start Your Stock Market Investing Journey 🔥: https://boost.goelasf.in/start-invest...#HarshGoela #stockmarket #s…
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Peter Boockvar on Market Volatility Drivers, CPI Implications, and Inflationary Investment Strategies
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How do economic trends shape market volatility? Join us for an engaging discussion with Peter Boockvar, an expert in corporate bond research and investment management, as we unpack the complex factors driving the recent swings in financial markets. Together, we explore the impacts of the unwinding yen carry trades, the sudden shifts in bullish sent…
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"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how …
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How to Prepare for a Market Crash Early in Your Retirement
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5 keys to preparing your retirement plan to withstand a stock market crash. As you step into retirement, one of the biggest concerns you might face is the potential for a market crash right at the start. It’s a valid worry—after all, you’ve spent decades saving and investing to secure your future. The last thing you want is for a sudden downturn to…
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Danny Moses on Gold's Role in Economic Stability, Geopolitical Tensions, and Future Investment Risks
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What if the real safeguard against economic turmoil isn't in stocks or bonds, but in gold? Join us as we sit down with Danny Moses, the insightful investor known for his pivotal role during the Big Short era. Discover how geopolitical tensions and an overreliance on central banks are shaping the modern financial landscape. Danny shares his seasoned…
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Money Talks| Date breach and listener questions
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. In this episode, we talk about ways to protect yourself after your information has been exposed in a data breach and answer several phone calls from listeners. Hosted on Acast. See acast.com/privacy for more inf…
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Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week.
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The Retirement Income Challenge is a four-day event that helps individuals create a retirement income plan. Day one focuses on the Retirement Income Style Assessment (RISA), which analyzes two factors: probability-based safety first and optionality versus commitment. Day two introduces the funded ratio, a balance sheet approach to financial plannin…
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The ETF Investor - Episode 60 - Actively Managing a Balanced Fund, a Foundational Investment Solution
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Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investmen…
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Healthier America: ARPA-H and the Return on Investment for the American People with Dr. Renee Wegrzyn
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In this episode of Innovate and Elevate, Sharon Kedar is joined by Dr. Renee Wegrzyn, the inaugural director of the Advanced Research Projects Agency for Health (ARPA-H), a government agency designed to drive high-impact health innovations. Appointed by President Biden in 2022, Dr. Wegrzyn shares her deep experience in both synthetic biology and bi…
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Time to Exit from Zomato Share? | Detailed Analysis & Long Term Investment | Harsh Goela
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In this video, Harsh Goela will tell you some great and interesting insights about the Zomato share analysis. Here you will know, should you invest in Zomato shares for the long term or take an exit from the position? All the points will be covered including fundamental analysis, the company's vision, and upcoming growth possibilities.How to Select…
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Adam Abbas of Harris Associates - It’s All About Fixed Income
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Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at…
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Enrich Your Future 10: You Won’t Beat the Market Even the Best Funds Don’t
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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 10: When Even the Best Aren’t Likely to Win the Game. LEARNING: Refrain from the futile pursuit of trying to beat the market. “Only play the game of active management if…
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Katie Stockton on Market Volatility, Sector Shifts, and Technical Analysis for Active Management
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What if you could navigate market volatility like a pro? Join us as we sit down with Katie Stockton, a Chartered Market Technician from Fairlead Strategies, who shares her expert insights on the recent spike in market volatility and its profound implications. Katie walks us through the transition from long-term bullish trends to a more cautious neu…
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This 401(k) Mistake Could Ruin Your Retirement!
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The 401k is one of the most powerful wealth builders. However, there is a mistake people are making that could destroy their retirement. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the …
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What are Investment Managers Really Doing with Generative AI?
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Hear from someone at Amazon about what his customers are really doing with Gen AIBy CFA Society New York
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Risk Tolerance: A Two-Dimensional Approach - Episode 70
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When evaluating your investment risk profile, you could be missing half the picture. Risk tolerance and risk capacity assess distinctly different aspects of your life to determine your risk profile. In this week’s episode, Andrew explains the differences between the two and shows you how they work together to help guide your investment strategy. Tu…
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Macro Trends vs Micro Risk: AI's Role in Shaping Markets, Industry & Art
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Join David Nelson, CFA host of "The Money Runner" podcast. The episode dives deep into the fascinating interplay between macroeconomic trends and micro-level risks. Discover how artificial intelligence (AI) is not only revolutionizing financial markets but also reshaping industry and the arts. From a remarkable market recovery to AI's transformativ…
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Eye-Opening Chat on Mind Control and Media Manipulation | Guests: Lara Logan & Lt. Gen. Mike Flynn
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Join Kevin Freeman in an electrifying discussion on Pirate Money Radio, where he uncovers the startling truths behind media and government manipulation with renowned guests, including Hollywood insider Mike Smith. Known for his viral documentary, "Out of Shadows," Smith reveals his newest project, "Into the Light," diving deep into psychological op…
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Mike Silva on Market Volatility Analysis, Risk Management Techniques, and Trading Strategies During Recessions
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Can you predict market movements and manage risks like a pro? Join us as we chat with Mike Silva, the brains behind the popular YouTube channel "Figuring Out Money." Mike's fascinating journey from communication professional to market analyst comes with invaluable lessons on technical and intramarket analysis. Discover how recent spikes in the VIX …
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There are great resources out there like automated savings, savings buckets, and budgeting apps to help you know how much to save and to help with behavior. We know how to save, but one question that goes unanswered often is… how do I actually pay for these big expenses? And is it ever okay to take out loans? Jump start your journey with our FREE f…
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Mold Tek Packaging Share Analysis | Packaging Stocks | Best Stocks to Buy Now | Harsh Goela
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In this video, Harsh Goela will give you an in-depth analysis of Mold-Tek Packaging share. We will discuss the company's financial statistics and its potential growth in the packaging industry. This detailed analysis of Mold-Tek shares will help you decide whether you should invest in this stock or not.#HarshGoela #stockmarket #stocks #moldtek #pac…
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On our latest episode of Intelligent Money Minute, we had the pleasure of interviewing Chace Campbell, an experienced attorney with over 20 years of legal expertise. During the conversation, […] The post What Are Powers of Attorney? appeared first on Intelligent Investing.By Hans Blake, CFA, CPA
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190 - How to Use Moving Average as a Stop Loss Level
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Learn How to Trade Stocks Watch My Videos Here
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Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into hi…
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51
Andrew Pek - Immersive Learning Experience with VR Technology
39:08
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BIO: Andrew Pek is a co-founder of Amiko XR Inc., a groundbreaking company that leverages VR and AI technologies to create immersive, personalized learning experiences available 24/7. STORY: Andrew shared his worst investment ever story on episode 376: Build Revenue in Your Startup Before You Build Up Cost. Today, he discusses his new business. LEA…
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1
Financial Planning Vs Budgeting: How To Achieve True Financial Success
9:09
9:09
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In this episode, we dive deep into the differences between financial planning and budgeting, exploring how each plays a crucial role in achieving true financial success. Discover how I transformed my financial situation and gained financial freedom through effective strategies that go beyond just managing expenses. Learn the importance of financial…
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1
"They're Making Me Retire - What Should I Do?"
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"I'm an air traffic controller that has to retire at 56. I have TSP and 30-40% pension... but I feel like i am losing so much compound growth by forced early retirement. Any suggestions?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our p…
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Discovering how the “Retirement Spending Hatchet” provides a problem for the 4 percent rule and why Derek Tharp suggests risk-based guardrails offer a more dynamic way to respond to risks in retirement. The 4 percent rule gained steam through the mid 1990s as a way to ensure your retirement lasts throughout your retirement years. I sat down with De…
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1
Lyn Alden on Yen Carry Trade Misestimations, US Dollar System Insights, and Global Market Dynamics
50:05
50:05
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Is the widely cited $20 trillion Yen Carry trade figure really exaggerated? Join us as we uncover the truth behind this staggering number with our special guest, Lyn Alden. Bringing her engineering and finance expertise to the table, Lyn helps us dissect the intricate mechanics of market dynamics, recent market volatility, and the reverse carry tra…
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Episode 139: What to expect in Retirement
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46:39
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In this episode, Alex, Wade, and Jason discuss what to expect in retirement. They cover several major lifestyle changes that occur during retirement, including the loss of work identity, increases in unstructured time, changes in social connections, shifts in physical health, adjustments in daily routines, and the need for financial planning. They …
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Money Talks| Answering listener questions
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44:23
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. On this episode, they answer questions about data breaches, fiduciaries, paying off a mortgage and reverse mortgages. Hosted on Acast. See acast.com/privacy for more information.…
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The ETF Investor - Episode 59 – Actively Managing Global Property Investments
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With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied in global property ETF inve…
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David Ricci of William Blair - The Future of Growth Investing
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Today, Rusty and Robyn are joined by David Ricci, a Portfolio Manager at William Blair. David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector,…
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Enrich Your Future 09: The Fed Model and the Money Illusion
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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 09: The Fed Model and the Money Illusion. LEARNING: Just because there is a correlation doesn’t mean that there’s causation. “Just because there is a correlation doesn’t…
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