Allocators Podcasts

Allocators public

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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5d ago5d ago

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

1
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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4d ago4d ago

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

1
Jill on Money with Jill Schlesinger

Audacy

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16h ago16h ago

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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.

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Perspectives

MSCI Inc

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23d ago3w ago

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

1
The Wealth Enterprise Briefing

WE Family Offices

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8d ago1w ago

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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.

1
Resonanz Spotlight

Vincent Weber

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30d ago4w ago

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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

1
AltInvestingMadeEasy

AltInvestingMadeEasy LLC

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3d ago3d ago

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Texas Attorneys Sarah Florer and Roland Wiederaenders join you on your journey into the world of investmenting in alternative assets.

1
Dakota Live! Podcast

Robert Morier

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3d ago3d ago

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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.

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Alpha Exchange

Dean Curnutt

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3d ago3d ago

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...

1
The Allocators

Cardata

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1y ago1y ago

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The Allocators goes inside the minds of financial decision makers by asking them pressing questions about their allocation strategies.

1
The Active Advisor

Harbor Capital

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10d ago1w ago

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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...

1
CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

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5y ago5y ago

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Emanuel Datt from Datt Capital interviews Investors, CEOs, Advisors and other investment market participants. Discover new investment opportunities, themes and strategies from the inside players.

1
Investing by the Books

Redeye AB

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10d ago1w ago

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Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye

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The Alt Asset Allocation Podcast

Ben Lakoff

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1+ y ago1+ y ago

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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://podcasters.spotify.com/pod/show/investinalts/support

1
The Allocator

Brian Hertzog

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4M ago18w ago

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How do the world's most productive, influential, and innovative people choose to spend their time, energy, attention, and capital? In "The Allocator" podcast, we go behind the scenes to unpack the strategic allocation decisions of leaders, entrepreneurs, creators, and thinkers. Each episode features an in-depth interview with a fascinating guest, diving into how they thoughtfully manage their most valuable and limited resources. We explore the frameworks, routines, and tradeoffs they use to ...

1
Follow the Money Show

Michael Maduell, Host

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5+ y ago5+ y ago

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Just another WordPress site

1
Top Traders Unplugged

Niels Kaastrup-Larsen

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3d ago3d ago

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Explore the captivating world of investing with Niels Kaastrup-Larsen and his incredible co-hosts. Each week, we delve into engaging conversations with renowned investors, top economists, expert traders, and visionary thought leaders. Our discussions cover Trend Following, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, Volatility, and much more. Unlock valuable insights from seasoned professionals, celebrating their triumphs and learning from their obstacles. Tune in every ...

1
Insight for outcomes

Investment Magazine

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1+ y ago1+ y ago

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.

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Money For the Rest of Us

J. David Stein

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2d ago2d ago

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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com

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The Rob Vinall Podcast

Robert Vinall

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8d ago1w ago

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Rob explores topics around value investing and business.

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Focused Compounding

Andrew Kuhn and Geoff Gannon

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7d ago0w ago

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an ...

1
Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

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5M ago20w ago

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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...

1
Trail Society

FREETRAIL

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3d ago3d ago

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Keely Henninger, Corrine Malcolm, and Hillary Allen are three professional trail runners looking to utilize their experience as athletes and scientists to foster community and discussion around new and challenging topics in the world of trail running, training and racing, and equality

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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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4y ago4y ago

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.

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Mint Equitymaster Investor Hour

Mint - HT Smartcast

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1+ y ago1+ y ago

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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.

1
Mint Dialogues

Mint - HT Smartcast

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2+ y ago2+ y ago

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Mint engages with a panel of experts in the world of personal finance on a weekly basis to help investors get better returns. The sessions go deep into the big questions of the day around stock markets, bonds, IPOs and much else. This is a Mint production, brought to you by HT Smartcast.

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Up2

Up2 Foundation

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2d ago2d ago

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Refreshingly candid conversations with some of today’s most humble leaders. Adam Kaufman dives into topics often left unexplored. His guests’ challenges, fears, and motivations show what it takes to become a humble leader.

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Market Narratives

Investment Magazine

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10M ago43w ago

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...

1
Honest Money

Warren Ingram

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7d ago0w ago

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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.

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Lungcast

American Lung Association & HCPLive

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18d ago2w ago

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Join the American Lung Association and HCPLive every month as Dr. Al Rizzo interviews world-leading experts on the great challenges, accomplishments, and stories in respiratory medicine. Get the latest lung health news, including future Lungcast topics and guests, by signing up for our newsletter at Lung.org. (https://www.lung.org)

1
Understanding Investing

Richard M. Smith

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4y ago4y ago

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“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...

1
The Practical Still

Mark Still & Dan Cavallari

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1+ y ago1+ y ago

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Whiskey hunting and collecting has gotten crazy but there are still wonderful bottles of bourbon, rye, and single malt whiskeys waiting for you on store shelves if you just know a little bit about what to shop for. The Practical Still is about finding value in whisky to drink and share. Whiskey was never meant to sit on a shelf. Open the Bottle and enjoy it. We don't do detailed reviews, we just help you understand and enjoy the whiskey you can drink today.

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The Meb Faber Show

The Idea Farm

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5h ago5h ago

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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...

1
Simply Wall St

Simply Wall St

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5d ago5d ago

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Our mission is to help everyday people become successful long-term investors. We do this by providing tools that help investors to apply the principles of long-term investing. Simply Wall St has been designed with the specific challenges of retail investors in mind, so they can block out the noise and focus on what really matters in building their portfolio. Our podcast episodes will focus on content that helps investors interpret global market developments, come to their own conclusion abou ...

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FinPod

Corporate Finance Institute

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2h ago2h ago

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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.

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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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2d ago2d ago

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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.

101
CQ Budget

CQ Roll Call

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1M ago4w ago

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CQ Roll Call’s budget tracker David Lerman explains how lawmakers in Congress spend the nation’s money.

1
Parley by The Hindu

TheHindu

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1d ago1d ago

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Parley is a weekly podcast from The Hindu that brings together subject experts to discuss issues of public interest in-depth and from multiple perspectives.

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Retire With Style

Wade Pfau & Alex Murguia

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3d ago3d ago

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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 ...

1
Enterprising Investor

CFA Institute

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16d ago2w ago

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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 ...

1
Tax Credit Tuesday Podcasts

Novogradac & Company LLP

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4d ago4d ago

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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.

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Highlights from Ukraine

Highlights from Ukraine

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8d ago1w ago

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Welcome to the "Highlights from Ukraine" - your daily English audio summary of the latest news reported in the Ukrainian media. Get your favourite morning hot beverage and let's deep dive into what Ukrainian media have been reporting the day before. Support the podcast at: https://www.patreon.com/highlightsfromukraine You can tip us via PayPal at: highlightsfromukraine@gmail.com.

51
The InterMatWrestle Podcast

InterMatWrestle.com

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3d ago3d ago

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Join InterMat personalities Kevin Claunch, Ryan Holmes, Robbie Wendell and Austin Sommer as they break down Division I college wrestling around the country. InterMat has been a leader in wrestling coverage for nearly 30 years. Check out InterMatWrestle.com for tons of wrestling news, rankings, results and commentary.

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CHEST Journal Podcasts

American College of Chest Physicians

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15h ago15h ago

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Each month, CHEST hosts a discussion with the author of one or more articles from the current issue, adding context and commentary on the most relevant topics facing those in the fields of pulmonary, critical care, and sleep medicine.

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Billion Dollar Backstory

Stacy Havener

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11h ago11h ago

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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/

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The Small Business Millionaire

Jeff Wiener

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3+ y ago3+ y ago

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The Small Business Millionaire podcast teaches you the secret small business strategies that the most successful entrepreneurs use to build profitable and growing businesses, and then, the magic formula for creating personal wealth beyond your greatest dreams. Our blog host, Jeff Wiener, ran a profitable and cash-flow positive business for 288 months in-a-row, including managing through three recessions, and sold his 50-employee small business in 2017 for 8-figures. Jeff will guide you throu ...

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Trader Mindset

Michael Martin

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22d ago3w ago

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Michael Martin is a trader and instructor. His show deals with the emotional and psychological aspects of trading and managing risk. His book "The Inner Voice of Trading" and features interviews with Michael Marcus, Bill Dunn, and Ed Seykota - who also wrote the Foreword. Get the audio book free at MartinKronicle.com.

show series

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Facilitators and Barriers to Developing State Scarce Resource Allocation Plans for the COVID-19 Pandemic 23:53

1h ago23:53

23:53

Kirsten A. Riggan, MA, MS, and Erin S. DeMartino, MD, join CHEST Journal Podcast Moderator Gretchen Winter, MD, to discuss how states developed and revised scarce resource allocation plans during the COVID-19 pandemic, and barriers and facilitators to the development and adoption of these plans at the state level.…

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The Five Layers of Investing - Which Layers Is Your Portfolio Allocated? 31:13

1h ago31:13

31:13

In Episode 491, we explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting each layer. The five layers are: 1. Short-term trading 2. Longer-term speculations 3. Individual securities 4. Diversified portfolios focused on underlying drivers and factors 5. Maximum diversification …

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Michael Mervosh - Invest in Yourself (EP.402) 30:05

1h ago30:05

30:05

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…

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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 1:39:12

2h ago1:39:12

1:39:12

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
What's New at CFI: Purchase Price Allocation & M&A Accounting 11:32

33m ago11:32

11:32

In this episode of FinPod, we discuss our new course on purchase price allocations in M&A accounting. This course addresses common challenges and confusion around acquisition accounting, particularly with deferred taxes and transaction fees. The course breaks down these complex topics into manageable chunks using hands-on Excel exercises. We emphas…

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60: Rewind | Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques 58:58

6d ago58:58

58:58

Dan Mikulskis helps wealth managers and pension funds make better decisions. He meets with hundreds of asset managers every year. Get perspectives from the other side of the table and the other side of the pond. In this episode, Dan and Stacy discuss: His backstory: From growing up in a family of mathematicians, to investment consulting, to writing…

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Aug. 20, 2024: Getting Ready for the Record $10 Billion NMTC Allocation Round: What Businesses and CDEs Should be Doing Now

4d ago

—

In mid-July, the Community Development Financial Institutions (CDFI) Fund announced that it would combine the calendar year (CY) 2024 and 2025 new markets tax credit (NMTC) allocation award rounds into a single $10 billion round. In this week's podcast, Michael Novogradac, CPA, and Brad Elphick, CPA, the head of the New Markets Tax Credit Working G…

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ALO25: Master Your Hedge Fund Allocation ft. John Jackson 1:04:39

3h ago1:04:39

1:04:39

Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional consultant selects hedge funds and builds robust portfolios. John shares his insights on why starting with manager selection is key to the portfolio co…

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Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 1:00:26

1d ago1:00:26

1:00:26

Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great inve…

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06 Aug: Ukrainian forces attacked Russian border region, Ukraine allocated extra funds for its missile program, 1 million drones already contracted for 2024 4:13

20d ago4:13

4:13

Latest news from 06 August 2024, as reported in the Ukrainian media. Easy ways to support us: Subscribe to our Patreon to give monthly support https://www.patreon.com/highlightsfromukraine Send us a one-time 'thank you' tip via PayPal at: highlightsfromukraine@gmail.com Out YouTube channel: https://bit.ly/3oH111z Special thanks to our top Patreon s…

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How to secure allocations to trade 9:25

7d ago9:25

9:25

FREE - Download a copy of The Inner Voice of Trading Audiobook: https://martinkronicle.com/free-ivt-audiobook/ ------------- High Performance Trader Psychology & Mindset Course ------------- https://martinkronicle.com/terms/

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What's New at CFI: BIDA Workflow Efficiency for Analysts 8:32

2h ago8:32

8:32

In this episode of FinPod’s What’s New at CFI, we explore the critical role of workflow efficiencies for analysts working in Business Intelligence (BI) and data analysis. Join us as we unpack practical strategies, tools, and best practices that can streamline your day-to-day tasks, from data gathering and cleaning to analysis and reporting. Whether…

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Rates and Risk Factors of Progression in Patients With Nontuberculous Mycobacterial Pulmonary Disease 13:41

1h ago13:41

13:41

Jae-Joon Yim, MD, joins CHEST Journal Podcast Moderator Gretchen Winter, MD, to discuss his study exploring the clinical course of nontuberculous mycobacterial pulmonary disease (NTM-PD) in patients observed over more than 5 years.By American College of Chest Physicians

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September 2024 CHEST Journal Editor Highlights 13:49

1h ago13:49

13:49

CHEST September 2024, Volume 166, Issue 3 CHEST® journal's Editor in Chief, Peter Mazzone, MD, MPH, FCCP, highlights key research published in the journal CHEST September 2024 issue, including research into candidacy decision-making around venovenous extracorporeal membrane oxygenation, facilitators and barriers to developing state pandemic prepare…

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Introducing The Best Investment Writing 11:55

5h ago11:55

11:55

We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the worl…

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64: Navigate Crowded Meetings Like a Pro | Story Snacks Series 6:24

2h ago6:24

6:24

1:1 meeting turned into a 10-person panel? Don’t freak out. This episode of Story Snacks is your go-to guide for managing meetings when the room (or Zoom) is packed. Stacy covers how to maintain control, keep the conversation flowing naturally, and avoid dreaded awkward silences. Listen in to learn more about: Preparing like a pro Identifying your …

1
Concerns With Potential Early Retirement 22:54

20m ago22:54

22:54

We're considering early retirement, and even though I think we're in a good position, I still have some concerns. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener d…

1
Should lateral entry in civil services be encouraged? 31:16

8h ago31:16

31:16

Following the brutal rape and murder of a trainee doctor in Kolkata, the issue of violence against healthcare workers has come to the forefront, with medical professionals across India demanding the enactment of a Central law to protect healthcare workers. In 2019, a Bill on this issue was drafted by the Central government, but it never saw the lig…

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Member Spotlight: Genaro Arredondo 32:07

1h ago32:07

32:07

In this episode of CFI Member Spotlight on FinPod, we sit down with Genaro Arredondo who shares his colorful journey navigating a career in finance – starting from his roots in Chile to becoming a Director of Corporate Development at global credit bureau, Equifax. Genaro discusses his experience majoring in accounting at university, navigating earl…

1
Can We Afford Another Home? 17:10

18m ago17:10

17:10

I think we can buy a second home, my husband isn't so sure. Who's right? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: http…

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Muni loans and bonds at the cutting edge of financial technology 20:04

1h ago20:04

20:04

We talk to Alphaledger co-founder and CEO Manish Dutta about his firm’s quest to rebuild the fixed income market’s financial infrastructure, using blockchain. Speakers: Manish Dutta, co-founder and CEO, Alphaledger; Gregory Sobel, AVP-Analyst, Moody’s Ratings Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings Related Research: Local…

1
Lt. General Laura Lenderman: Reaching the Highest Levels of Service With Humility 50:15

5h ago50:15

50:15

What a thrilling opportunity to welcome Three Star Air Force General Laura Lenderman back to our program, such a humble leader in spite of her accomplishments both in the air and in military leadership. In a rare opportunity to speak with such a high-ranking, active duty military officer, Gen. Lenderman describes her role at Joint-Base Pearl Harbor…

1
GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin 1:01:30

3h ago1:01:30

1:01:30

Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to discuss with Alan Dunne why he believes the US economy will soon enter recession and the S&P 500 will fall as low as 3750. Peter highlights the leading indicators in the housing market, labour market and in manufacturing that suggest to him that the econ…

1
Dakota Live! Podcast: Rewriting Wealth Management with Windrose Advisors 39:25

20h ago39:25

39:25

In this insightful episode of the Dakota Live! Podcast, we sit down with Celicia Chaung, Deputy CIO of Windrose Advisors, to explore the intricacies of manager research, market insights, and asset allocation strategies that have defined her 20-year career in the investment industry. Celicia shares her journey from an aspiring doctor to a leading vo…

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63: Rewind | From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines ... 58:07

2d ago58:07

58:07

UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London. In this episode, Simon and Stacy discuss: His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought…

1
Retirement Planning With an Age Difference 23:04

17m ago23:04

23:04

Given our age difference, are we facing any potential issues with our retirement planning? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pra…

1
AJ Ferrari's new home & a bunch of new off-season transfers - IWP-8-27-24 1:11:40

9h ago1:11:40

1:11:40

Lots of movement in the NCAA, but how are all these transfers happening right now? The crew discusses AJ Ferrari and his new home along with all the other movements and the announcements from Jordan Burroughs and Jason Nolf as we get closer to the Non-Olympic Weight World Team Trials.By InterMatWrestle.com

1
E1: Introduction to Alternative Assets 31:44

2h ago31:44

31:44

Summary In this conversation, Roland Wiederaenders and Sarah Florer introduce the concept of alternative assets. They discuss their backgrounds in law and finance, as well as their passion for educating people about alternative investments. They define alternative assets as financial assets that do not fall into conventional investment categories l…

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Kathryn Rooney Vera, Chief Strategist, StoneX Group Inc. 39:46

1h ago39:46

39:46

Now the Chief Market Strategist at StoneX, Kathryn Rooney Vera comes from humble beginnings. As a teenager she cleaned houses in order to contribute to her family’s finances. In college, she changed her major to finance from liberal arts, seeing a more direct path to a well-compensated career. She would ultimately settle into the study of economics…

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Episode 141: Tax-Efficient Retirement Distributions 53:56

6h ago53:56

53:56

In this episode, Alex and Wade introduce a new arc on tax-efficient retirement distributions. They discuss the importance of tax planning and how it can add value to your bottom line. They explain the concept of marginal tax rates and how they differ from average tax rates. They also touch on state income taxes, filing options, and the different fe…

1
What's New at CFI: Reading and Analyzing Bank Financial 14:58

1d ago14:58

14:58

In this episode of What’s New at CFI on FinPod, we discuss our newly launched course on reading and analyzing insurance company financials. We break down the complexities and unique characteristics of insurance financial statements, comparing them to those of banks and industrial companies. We also discuss concepts like deferred acquisition costs, …

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Episode 81: Winning at All Costs: The Dilemma of Integrity and Performance in Sports 1:18:59

1h ago1:18:59

1:18:59

This week’s podcast kicks off with a recap of recent competitive races, including record-breaking performances and intense competition. We discuss standout moments from the Leadville 100-mile and Headlands 50km, celebrating impressive achievements and new champions. Then, we delve into a recent study on the impact of bone stress injuries in female …

1
Jim La Creta, CTO – Brandeis University (EP.36) 33:22

18h ago33:22

33:22

Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…

1
A Financial Transformation 23:00

1h ago23:00

23:00

After feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener d…

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Aug. 27, 2024: Renewable Energy Tax Credit Finance Series: Preparing for the Transition to Tech-Neutral Tax Credits

23h ago

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In this episode of Tax Credit Tuesday , Michael Novogradac, CPA, and Tony Grappone, CPA, discuss the upcoming transition to technology-neutral clean energy tax credits. They provide an overview of the new technology-neutral clean energy investment tax credit (ITC) and production tax credit (PTC) rules taking effect on Jan. 1, 2025, and how differen…

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62: Job and Brand Stories: One Size Fits All? | Story Snacks Series 7:27

2h ago7:27

7:27

Can you have different stories for different strategies? What about brand stories for each niche? This episode of Story Snacks dives into the nuances of crafting job stories that fit distinct strategies and market segments. Stacy breaks down why one size doesn’t fit all, and how you can tailor your narrative for maximum impact. This is Story Snacks…

1
Retirement Planning at 28 12:47

1h ago12:47

12:47

Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data an…

1
Investing In Weight-loss And Diabetes Treatments 18:08

28m ago18:08

18:08

Simply Wall St Market Insights for the week ending 25th August 2024. To read the full article: Investing In Weight-loss And Diabetes Treatments Create a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fund…

1
Okay to Retire in Seven Years? 16:53

2h ago16:53

16:53

Am I on track to retire in seven years at the age of 60? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyin…

1
Already Retired, Is Our Plan Okay? 19:05

1h ago19:05

19:05

Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …

1
SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan 1:03:26

4h ago1:03:26

1:03:26

Together with Richard Brennan we address the high level of volatility we have experienced this month and what airplane turbulence can teach us about periods of volatility. We also discuss why backtesting can’t predict future performance and what can be done to achieve achieve more realistic expectations of future risk and returns. We then dive into…

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South Africa's Hidden Gems: Unveiling Investment Opportunities 20:36

2h ago20:36

20:36

In todays episode, Warren Ingram and Rupert Hare, Head of Multi-Asset at Prescient, discuss the investment opportunities in South Africa and around the world. They highlight the potential for good returns in South African asset classes, such as equities and fixed income instruments, due to attractive valuations and high yields. They also discuss th…

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Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547 49:14

4d ago49:14

49:14

Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world. In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustain…

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61: The Art of Leaving a Voicemail | Story Snacks Series 7:09

3d ago7:09

7:09

The perfect voicemail is calling…it’ll make you wish you picked up! Voicemail is one of the most powerful tools to keep in your prospecting arsenal, and if you aren’t convinced, this episode of Story Snacks might change your mind. Stacy is cracking open the secrets to leaving a voicemail that grabs attention and actually gets you a call back. You’l…

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Retirement Income Taxes 17:28

6d ago17:28

17:28

Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…

1
22 Aug: Ukraine tries to surround 3,000 of Russians in Kursk Oblast, Russia advances towards Pokrovsk, Zelenskyy visits Sumy near Kursk Oblast 6:04

1h ago6:04

6:04

Latest news from 22 August 2024, as reported in the Ukrainian media. Easy ways to support us: Subscribe to our Patreon to give monthly support https://www.patreon.com/highlightsfromukraine Send us a one-time 'thank you' tip via PayPal at: highlightsfromukraine@gmail.com Out YouTube channel: https://bit.ly/3oH111z Special thanks to our top Patreon s…