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Advisor Success Series

Freedom Investment Management, Inc.

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Cue The Dagger

Clifton Ramey & Chase Bafia

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Two Blackhawk enthusiasts give their opinions on all Blackhawks' current topics and may even travel back in time to look at Blackhawks' history. Follow us on Twitter @CueTheDaggerPod
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Hey sailor! My name is Penny and I have been a sailing coach with Sail Canada for over 25 years! I have helped thousands of sailors find their passion and love of all things sailing. I'm here to help you live your best sailing life. I provide gear reviews, sailing tips, habits to perfect and much more! So, sit back and enjoy some informative, entertaining, unique sailing content! See you on the water ;-) Don't miss an episode! https://wavve.link/_QdonK50x/episodes
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German author Ewald Arenz answers readers' questions about his bestselling novel Tasting Sunlight. It’s the moving story of Liss, a reclusive woman who single-handedly runs her family farm, and teenage runaway Sally who takes refuge there. As they work together, Liss and Sally form an unlikely – and nurturing – friendship. Image: Ewald Arenz (Credi…
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In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…
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In one of the last broadcast interviews, the acclaimed Irish author Edna O’Brien, who died aged 93 in July 2024, is in conversation with Kim Chakanetsa. In this bonus episode, shediscusses her final novel, Girl – which tells the story of a young girl in Nigeria who is captured by the Islamist group Boko Haram – the effects of lockdown and her love …
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Another chance to hear Harriett Gilbert talking to bestselling American writer Paul Auster, who died earlier this year on 30 April 2024. Paul Auster joined Harriett in 2012, with a literary festival audience and readers from around the world, to discuss his acclaimed work The New York Trilogy. In three brilliant variations on the classic detective …
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Following the death of the Irish author Edna O’Brien in July 2024, another chance to hear a 2008 World Book Club episode in which she talked to Harriett Gilbert and an audience of readers about her renowned debut novel The Country Girls. Banned in her homeland on publication, it has become one of O’Brien’s most admired and renowned works. Producer:…
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In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, …
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Toronto is a bustling city on Lake Ontario which is growing at an astonishing rate. Almost a third of Torontonians have arrived in the last decade and more than half were born outside of Canada. The city’s Mohawk name is , which means “the place on the water where the trees are standing".Noah Richler explores the fictional landscape of the city wit…
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Kevin Kwan discusses his internationally best-selling novel, Crazy Rich Asians, with readers from around the world. Chinese-American academic Rachel Chu lives a modest and happy life with her boyfriend and fellow academic Nick. But when Nick invites her home to Singapore to meet the family, everything changes – starting with the first class flights…
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In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to nav…
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In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …
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In Miriam Toews’s novel, Women Talking, the women of a remote Mennonite colony are hold secret meetings to talk about the crimes of the men who they live alongside. After years of being told that they were suffering from hysterical delusions, the women “came to understand that they were collectively dreaming one dream, and that it wasn’t a dream at…
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In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector posi…
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Percival Everett will be discussing his Booker-shortlisted novel The Trees. This powerful and fiercely funny satire centring on revenge and racial justice in America shifts genres between police procedural, magical realism and horror with wit and consummate skill. Percival Everett addresses some of America’s darkest history with an unusual mix of p…
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Award-winning Australian novelist Charlotte Wood joins Harriett Gilbert to answer questions from readers around the world about her novel, The Weekend. It's a story of grief and friendship; three women meet to clear their deceased friend’s beach house and find themselves uncovering secrets and stirring up memories. (Image: Charlotte Wood. Photo cre…
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In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors…
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Multi award-winning novelist Ann Patchett will be discussing The Dutch House. A dark modern fairytale set against the very real world of post-WWII Philadelphia, tracing the love between a brother and sister, their vanishing mother, distant father and jealous stepmother. Ann Patchett tells the story of a family over five decades with a finely balanc…
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As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especiall…
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Are you looking for something unique to gift the sailor in your life? I've pulled together a list of some unique experiences to think about! 1. Sunset Sailing Cruise: Gift a serene evening sailing experience, allowing the sailor to enjoy the beauty of a sunset over the water. 2. Private Sailing Lesson: Arrange for a personalized sailing lesson with…
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World Book Café heads to Madrid to talk to writers about a new boom in feminist fiction. A few month after the resignation of President of the Spanish Football Federation over a non-consensual kiss of footballer Jenni Hermoso at the World Cup final, World Book Café investigates how Madrid’s women writers are challenging gender roles in the books wo…
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This week I am providing you with a personalized playlist depending on where you are in your sailing journey. For those of you who are new to the podcast, welcome aboard and this will give you an idea on what to listen to! For those of you who have been around awhile, thank you, and this is a great playlist to review past episodes and important inf…
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Presenter Harriett Gilbert and readers around the world talk to acclaimed Italian physicist and writer Carlo Rovelli about his runaway bestseller Seven Brief Lessons on Physics. A compact and engaging exploration of some of the most fundamental ideas in modern physics this book takes readers on a captivating journey through seven concise chapters, …
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This week I am discussing crew dynamics (again) and some conflict resolution ideas. Ideally you avoid these conflicts form the beginning, but we all know that doesn't always happen! I hope you find some useful tips and please remember to like, share and subscribe to keep up to date on my episodes! Don't forget to check out PATREON as well https://w…
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Are you looking to explore the world of solo sailing? I highly recommend it!! There are many benefits of solo sailing including: flexibility, adventure, problem-solving, personal satisfaction, etc. There are also several areas where you should focus your efforts to make sure your sail goes off without a hitch: planning, skill acquisition (especiall…
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Antonio Muñoz Molina answers questions from around the world on his novel In the Night of Time. The panoramic portrait of Spain on the brink of civil war follows the life of Ignacio Abel, master builder and architect, as he navigates an illicit love affair with an American woman as the darkness of war surrounds him. Recorded in the prestigious Muse…
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In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavio…
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Harriett Gilbert and readers around the globe talk to acclaimed Sri Lankan writer Shehan Karunatilaka about his Booker Prize-winning novel The Seven Moons of Maali Almeida. Almeida, a gay war photographer, recently deceased, with secrets aplenty, awakes to find himself sitting in line in an ethereal visa office, determined to find out who has murde…
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In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as …
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Xiaolu Guo talks about her novel A Concise Chinese-English Dictionary for Lovers. The book was her first written in English and made prestigious fiction shortlists on publication in 2007. Twenty-three year old Zhuang – or Z as she’s called in England because no-one can pronounce her name – arrives to spend a year learning English. The loneliness an…
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In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed incom…
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