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Global Perspectives

Janus Henderson Investors

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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…
  continue reading
 
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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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…
  continue reading
 
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…
  continue reading
 
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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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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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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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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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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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…
  continue reading
 
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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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…
  continue reading
 
John Elzinga, a former U.S. Army Infantry Officer, shares his experiences in the job market and his transition into sales. He reflects on the importance of leadership, persuasion, and self-discipline in both roles. Despite initial interview failures, John emphasizes resilience, learning from mistakes, and focusing on objectives. He shares insights …
  continue reading
 
Jen Hong, founder of travel tech startup Levantr, shares her journey from corporate life to embracing the digital nomad lifestyle. Levantr a blend of Pinterest, Trello, and SurveyMonkey, offers collaborative planning tools and customizable itineraries. Jen’s platform fosters collaboration and cohesive communication among travelers, regardless of th…
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Jen Hong, founder of travel tech startup Levantr, shares her journey from corporate life to embracing the digital nomad lifestyle. Levantr a blend of Pinterest, Trello, and SurveyMonkey, offers collaborative planning tools and customizable itineraries. Jen’s platform fosters collaboration and cohesive communication among travelers, regardless of th…
  continue reading
 
John Elzinga, a former U.S. Army Infantry Officer, shares his experiences in the job market and his transition into sales. He reflects on the importance of leadership, persuasion, and self-discipline in both roles. Despite initial interview failures, John emphasizes resilience, learning from mistakes, and focusing on objectives. He shares insights …
  continue reading
 
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