show episodes
 
The Infinite Banking Concept® (IBC) is privatized banking, using the cash value of a whole life insurance policy as the platform. Your hosts, John Montoya and John Perrings, are authorized IBC practitioners with the Nelson Nash Institute, dedicated to educating consumers about Infinite Banking. Listening to this podcast, you'll learn about life insurance, cash value, dividends, policy loans, policy design, and more. Most importantly, you'll learn how IBC puts you back in control of your mone ...
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Host Ferenc Toth will discuss how in the weekly show - how to think like a banker versus an investor. Your Personal Bank is a powerful financial tool used by the wealthy for centuries. Everything we are experiencing in life, change seems daily. Technology. The way we Shop. With all the change in our lives, why are approaching our investments, our finances the same way we have always? The Show that can change your financial life. Contact: (866) 515-6280, ferenc@yourpersonalbank.com, Or Online ...
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Listen to all that you wish to learn about the business world, including mergers and acquisitions, economic policies, start-up companies, technology, agriculture, banking, politics, international affairs and entertainment. Log on to: www.thehindubusinessline.com
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This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street. Discover the basics, ranging from “what is investment banking?” to “what moves markets?". Learn about different roles and exit opportunities, and get tips on how to land the job. Our mission is to make the world of Wall Street accessible to every ...
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Private Banking Today

Standard Chartered Private Bank

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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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Alternative Wealth is a non-traditional investing, personal finance, and retirement podcast hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance corporations, privatized banking, and different retirement strategies. Available everywhere, even on You ...
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Consistent with all programs delivered by Northstar, “Private Equity Fast Pitch” podcasts are meaningful, insightful and provide actionable information from leaders in the Private Equity community that will help you connect with the speaker in an efficient way. Each Tuesday, Jeff Henningsen from Lockton will spend time talking with his friends in the private equity community while they share insight into their world. Similar to an introductory meeting, Private Equity and Investment Banking g ...
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Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
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Family Office Podcast - Private Investor & Investment Insights

Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC

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The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, an ...
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Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
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Moody's Talks - Focus on Finance

Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson

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Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
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Finance is being pulled apart by the forces of frontier technology. From AI, to blockchain and DeFi, mixed reality, chatbots, neobanks, and roboadvisors — the industry will never be the same. Here is the blueprint for navigating the shift.
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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
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A JustPaid.io podcast with hosts Agam Shah and Daniel Kivatinos Dive deep into the intersection of finance and technology with "The Future of Finance." We explore the groundbreaking advancements in the financial sector with topics like FinTech artificial intelligence. From chatbots guiding our banking experiences to algorithms predicting market trends, technology is reshaping the way we think about money, investments, and financial services. Join us as we interview industry leaders, startup ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Market volatility. Geopolitical tensions. Regulatory changes. Interest rate fluctuations. Rising construction costs. Tightening debt markets. The list continues… Navigate the rugged terrain of today's ever-evolving commercial real estate investment landscape with a 360° view from the top. Peaks & Portfolios: Presented by PEG Companies summits a new peak each week, exploring current events and headlines, trends, issues, and opportunities impacting the CRE investment space. Scale to new height ...
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Today in the EU is the first daily podcast dedicated to politics and policy in the European Union. Every morning at 6 am, hosts Evi Kiorri and Giada Santana, in conversation with Euractiv’s specialised journalists, discuss the latest in the EU bubble. Tune in to be informed about what is going on in the EU, in less than fifteen minutes. The podcast covers a wide range of topics, including EU politics and institutions, elections, shifts in political power among EU parties (EPP, PES, ALDE, GUE ...
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KindredCast

Kindred Media & LionTree LLC

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KindredCast brings you news, views and insights from the world of media, technology and everything in between. Produced by and curated by Kindred Media and powered by global merchant and investment bank LionTree, the show features in-depth conversations with other industry leaders. You'll get the inside scoop on the dynamics driving media and tech, insights into the future and even some life lessons.
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Private message podcast is hosted by best friends and "Insta work wives", Sophie Milner and Gemma Talbot. After years of providing advice and answering questions on their Sunday Instagram Q&As the girls created PMP podcast to give their audiences a place to go for their unfiltered answers, undeniably real advice, and unapologetically honest stories.
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The Recovering Investment Banker

Eric Knight, Chris Coffman

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The world of finance is made complex by "experts" and big, intimidating buzzwords. Former investment banker Chris Coffman, author of the financial thriller "Crisis Deluxe" is here to simplify the world of international investment banking. If you want to know how the global economy really works behind the scenes, then this show is for you.
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Lagniappe

Stokes Family Office

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Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!
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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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Toron Investment Insight

Toron Investment Management

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Toron is a leading investment counselling firm dedicated to safeguarding and nurturing its clients' capital. Focusing on personal wealth management, the firm uses the combined wisdom and experience of its partners to structure tailored investment plans that deliver peace of mind and strong, long term absolute returns.
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Debunk investing myths, decode pitches, break down marketing strategies from investment firms, and conduct due diligence on alternative assets in conversation with leading independent experts, authors and academics. No sales pitch. No marketing. No BS. George Aliferis, CAIA and his guests are on a mission to support the true democratisation of investing. Past episodes include: Private Equity, Venture Capital, Hedge Funds, Quants, ETFs and index funds, investment technology A podcast by http: ...
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The show that shares practical advice and know-how for new and seasoned lenders: from private mortgages on single family houses to joint ventures on commercial projects, and beyond. Discover details about investment vehicles that you won’t find at your local bank or online broker. Listen and learn from private lenders and real estate investors, as well as from professionals and entrepreneurs as they share the details, strategies, and the insight that allows for successful and prosperous lend ...
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Welcome to 'Gathering The Kings Podcast', your hub for elite entrepreneurs. Tackling the isolation business owners can experience at the top, we offer insights into mastering self, emotional intelligence, and resilience.
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Behind the Balance Sheet

Stephen Clapham, Behind the Balance Sheet

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Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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Back to Source highlights the stories of successful leaders in corporate security, and shares their insights about the business of corporate intelligence - and how it is evolving.
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BND is focused on the U.S. Banking industry and how the industry intersects with finance, technology, and economics. Topics discussed can include all types of banking products and lines of business along with strategy, marketing, management, and leadership.
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John Burley With 35+ years of investing experience and thousands of (personally) completed real estate deals, hundreds of millions of dollars raised, John Burley has the perfect mix of street-savvy knowledge and sound investing principles. John is a Pioneer in the Real Estate Investment Business, originally trained in the World of Wall St., in 1989…
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In today’s 21 minute show originally recorded and broadcast on July 27 2024, Andy presents a show entitled, “The Bank Of England Was Established As A Private Bank To Act As A Banker To The Government By A Royal Charter 330 Years Ago Today.” “I’m Talking To YOU,” is a largely unscripted solo show covering a variety of topics, that is only available …
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Be aware, falling for this hotly touted investment pitch can burn your wallet - What to know about Private Placements. Also, when is a bank not a bank? Hundreds of millions of dollars have vanished from multiple fintechs, money that was deposited via the fintech apps. Clark did some digging and lets you know what he’s found out. Beware Of Private P…
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Simon Lett is head of threat intelligence in a unique organisation, as the Bank of England straddles both government and the corporate sectors. In this episode of Back to Source, Simon explores how this dual role affects the threats they face, how he manages his security function - and what other organisations can learn. Plus, Simon reveals how he …
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In this episode of We Talk Banking and Finance, partners Julia Keppe and Zoë Hallam are joined by Nick Smith, Managing Director - Private Credit from the Alternative Investment Management Association (AIMA) to discuss the latest trends in the market, renewed demand for Private Credit and what we may be seeing in the industry a year from now.…
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Send us a Text Message. In this video, a seasoned family office manager, who has been running his family's financial affairs since 2000, shares insights from his extensive experience. With a background in the music industry, he discusses the nuances of managing investments and partnerships within the realm of ultra-wealthy families. He emphasizes t…
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Kerala’s Wayanad was hit with a landslide on Tuesday killing close to 170 people. This is not the state's first time facing a crisis related to monsoons. In this businessline podcast, Anjana PV talks to Vinson Kurian, Consultant,businessline, about the recurring issues of landslides and extreme weather events in Kerala. The podcast highlights the f…
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In today’s show - more Americans are installing alarm systems to help them not only feel safe from crime, but also for protection in a fire. The alarm business has been rife with long term contracts and high monthly costs. Clark tells you how to get a deal with the same safety. Another area where costs vary wildly is prescription eyeglasses. There'…
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The European Union is expected to welcome 758 million tourists this year, a number equivalent to about 70% of the entire European population, according to the European Travel Commission. Despite tourism’s pivotal role in contributing to the GDP of several countries across the union, more and more communities are exhausted from bearing the brunt of …
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Send us a Text Message. To Watch the YouTube video - Click Here https://youtu.be/x5tkqmIhvIY Join Richard C. Wilson and our guest speaker in this fireside chat to learn 42 essential insights from billionaires. These key lessons cover strategic focus, embracing risks, leveraging expert advice, and building strong relationships. 1. Work on Your Busin…
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Send us a Text Message. Join us as we recap our transformative Super Summit event in NYC! Featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event. 0:00: Witness the moment when an investor made a $20 million offer to invest in our company. 0:08: Celebrating our seventh year with the Family Office Club. 0:11:…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Navigating the Current Real Estate Market: Insights on Institutional Investments and Opportunities In this week's podcast, we discuss the state of the U.S. commercial multifamily market, particularly focusing on institutional investments and opportuni…
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In today’s show originally recorded and broadcast on July 30 2024, Andy is joined by Dr. Peter Hammond for a show entitled, “The Real Story Of The Paganism And Blasphemy Being Promoted At The Olympic Games.” We discussed: why and when the Olympic Games was banned; numerous examples of paganism and blasphemy being promoted at Olympic Games opening c…
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Inflation has curved downward affecting interest rates, presenting challenges for savers. There are great differences between financial institutions regarding savings rates. Clark discusses how to get the best rates on CDs and savings accounts, and why you NEVER allow a CD to auto-renew. Also, Amazon is feeling the heat from Temu and Shein, and the…
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The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spending and the US retail sector. For more information, listen to our Gold…
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Wildfires are once again raging in the south of Europe. With rising temperatures and global warming, wildfires have become a prominent issue for Europe, particularly in the summer, showing that the need for effective prevention and management is critical. But what lessons have we learned in recent years, what is the effectiveness of existing measur…
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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https:…
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Lex chats with Luke Voiles, the CEO of Pipe - a modern capital platform built to connect business owners to fast, frictionless, dilution-free funding. Luke kicks off discussing his experience in the FinTech industry. He talks about his transition from being an investor to working in FinTech. Luke shares his background in distressed credit investing…
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Jay Conner has over 20 years of experience and has completed $52 million in transactions. Jay shares his journey from financing mobile homes to flipping single-family houses, and how he navigated the 2009 financial crisis by discovering private money. Jay provides valuable insights on raising private money without asking for it, his top tips for us…
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Today’s guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder vot…
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Today, Clark explains how, with the economy in slower gear, it is more important than ever to re-shop travel. The savings can be significant. Also- a warning about a common and potentially devastating scam wherein a criminal posing as a fraud specialist, is actually a specialist at committing fraud targeting bank & retirement accounts. Know what th…
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As a security researcher who specializes in application security and AI, Joseph Thacker shares his knowledge on the growing influence of AI in various aspects of our culture. He's the principal AI Engineer at AppOmni and has helped multiple Fortune 500 companies find vulnerablities that could have cost them millions. He is incredibly knowledgable a…
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On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…
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Germany's domestic politics has recently stabilised after a turbulent spring. While Europe faces fresh instability, Chancellor Olaf Scholz's coalition government in Germany has taken steps to solidify its position. What measures have been implemented, and how is Germany preparing to take on more responsibility amid potential challenges from the pol…
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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Tommy Thornton on Twitter https://x.com/TommyThornton Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://tw…
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In today’s show originally recorded and broadcast on July 28 2024, Andy presents “The Limeys” with his co-host Paul English for a show entitled, “He’s Back – For One Morning Only!”. We discussed: why the Mafia are investing in herds of cows; “The People’s Voice” videos published in the last week; this week’s “People Who Failed To Join Sven Longshan…
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In today’s show originally broadcast on July 28 2024, Andy presents a show entitled, “Pastor Andy’s Traditional Christian Message #118 – The Sixth Commandment” that was written by Dr. Peter Hammond. Click Here To Listen To The Show Click Here For Dr. Peter Hammond’s Frontline Fellowship Ministry That Kindly Provided Today’s Traditional Christian Me…
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This episode examines a research article from S&P Global Market Intelligence titled “Higher-for-longer" rates keep bank margins, commercial real estate in spotlight. What are industry trends for Net Interest Margin compression? Are deposits growing? CDs are maturing soon, what does that mean? Will deposit costs remain sticky?…
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This episode examines a recent article in bank director titled “Where have all the buyers gone?” by John Engen. Banks that are interested in selling in the current environment are finding it difficult. This article states that selling a bank is like selling a house. You have fewer, pickier buyers, and you must consider what compromises and concessi…
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Today we dive into Long / Short Equity Hedge Funds with David Semenza of Islander Capital Partners. We get into what an equity long short hedge fund is, how it differs from other types of hedge funds, how leverage factors in, what makes a good public equity investor, how it differs from private equity and so much more. Islander Capital Partners is …
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This episode examines a recent article in bank director titled “Banks are struggling to find compliance officers” by Paul Davis. Compliance is considered one of the hardest jobs in the banking industry and it appears to be getting harder. This article looks at the demands of the role and how to best fill positions. Link: Banks Are Struggling to Fin…
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Mainstream economics courses teach students money is a scarce resource and nature has boundless capacity to be exploited when in fact it's the other way around, argues Modern Monetary Theory (MMT) economist Steven Hail. Advocates say you don't do MMT, rather it's a description of how the monetary system works. And countries like New Zealand, where …
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In this episode, John Montoya explains the ins and outs of premium deposit funds. If you've ever wondered about one of the ways to pay for whole life insurance with a single lump sum, tune in to this short and sweet episode for everything you need to know about premium deposit funds. ---- EPISODE HIGHLIGHTS: 00:43 Advantages of Premium Deposit Fund…
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The Skinny On... 1. Will Private Equity Take Down the Global Economy. We discuss the FT article from Wednesday, 7/24/24 titled "How private equity tangled banks in a web of debt | Complex layers of leverage could pose a threat to the global economy". Read it here: https://ig.ft.com/private-equity/ 2. Equity Markets Down and Factor Rotation 3. What …
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, are you paying too much for your summer soundtrack? With online music services raising prices, find out how to legally stream music for free. Clark Stinks: Segments 1 & 2 Free Music Online: Segment 3 Ask Clark: Segment 4 Menti…
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As Paris buzzes with preparations for today's opening ceremony of the Summer Olympic Games, there's palpable excitement in the air. However, Parisians seem to have mixed feelings about hosting the 2024 Olympics, with murmurs of protests adding an element of tension. The Olympics are set against a backdrop of almost unprecedented political instabili…
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This episode is an interview with Pinellas County Market President at Bank of Tampa Owen LaFave. We discuss Owen’s career, the Bank of Tampa, current market conditions, the commercial real estate market, and what might occur over the next year. As always, we go over Owen’s favorite book and business-related movie. A link to the Bank of Tampa’s webs…
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We’re pleased to welcome Jordan Strebeck, Co-Founder and Managing Partner of Fortress Energy, to the Lagniappe Podcast. Jordan walks us through his background, from New Mexico to Harvard to Midland, and why he chose to focus on minerals. We’ll talk about how technology and technique have changed the Permian Basin and the energy sector as a whole an…
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Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling novels & hands on experience in the field. You can find …
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The rise of a young generation of far-right voters - conservative, anti-immigration, and fiercely nationalist - is a phenomenon shaping new electoral strategies all over Europe. Across France and Italy, a strong bond has historically linked prominent far-right parties, from Jordan Bardella’s Rassemblement National to Giorgia Meloni’s Fratelli d'Ita…
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Send us a Text Message. In this episode of the Pro Athlete Interview Series, NFL player Walter Mendenhall shares how he created 200+ jobs and raised $10M at his participation at the family office event. Walter Mendenhall is a former NFL player for the Eagles, Colts, Bengals, and Bills. Walter shares his journey from professional sports to entrepren…
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Matthew White, CEO of Dubai’s Virtual Assets Regulatory Authority (VARA), explains how the regulator is trying to make it safer for financial institutions to expand into digital finance in the region. Speakers: Matthew White, CEO of VARA; Rajeev Barma, SVP and Head of Strategy, Digital Economy, Moody’s Ratings Host: Danielle Reed, VP – Senior Resea…
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