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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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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.
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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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 ...
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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.
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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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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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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.
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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 ...
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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
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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 ...
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Market Narratives

Investment Magazine

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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 ...
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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.
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Mint Dialogues

Mint - HT Smartcast

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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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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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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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Insight for outcomes

Investment Magazine

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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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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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SA For FAs

Seeking Alpha

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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
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money money money

formerly 'this is money' & 'my millennial money'

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Join Glen James as he helps you sort your money out and get invested. Money, property, careers, life & everything in between. Formerly this is money & my millennial money. Hosted on Acast. See acast.com/privacy for more information.
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“Views from the Harbor” is a video/audio series that serves as Harbor Capital Advisors’ take on what financial professionals need to know about what is currently happening in the economy and markets across the world and how Harbor believes it ultimately impacts investments. Hosted by Harbor Capital Advisors President and CIO, Kristof Gleich, this series features conversations with Harbor’s very own internal financial experts and external partners. They each share their own personal perspecti ...
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“Why live an ordinary life, when you can live an extraordinary one?” Tony Robbins, the #1 Life and Business Strategist, has helped over 50 million people from 100 countries create real and lasting change in their lives. In this podcast, he shares proven strategies and tactics so you, too, can achieve massive results in your business, relationships, health and finances. In addition to excerpts from his signature events and other exclusive, never-before-released audio content, Tony and his tea ...
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Smart Investing by PGIM India Mutual Fund

Smart Investing by PGIM India Mutual Fund

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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Retire With Style

Wade Pfau & Alex Murguia

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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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With all the noise created by a massive retail investment sales “machine”, it can be really hard to grasp what's going on in markets today. Not Another Investment Podcast provides a fresh perspective on investing; not through opinion and anecdotes but by translating rigorous scholarship, data, and theory in a way that's understandable to everyone. Understand investing beyond the headlines with Edward Finley, sometime Professor of Finance at the University of Virginia and veteran Wall Street ...
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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 ...
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Your Money Momentum

Global Wealth Advisors

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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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Money Plant talks to experts about navigating the stock market, savings advice, understanding concepts, jargons, rules and laws in simple, uncomplicated conversational language.
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Validea's Guru Investor Podcast

Jack Forehand and Justin Carbonneau

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The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.
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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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At Kuvera Insight, we talk to leading investing experts to simplify things for you. Learn about personal finance, various types of mutual funds, goal-based investing, handling volatility in markets and more. Episodes hosted by Gaurav Rastogi and Neelabh Sanyal, Co-founders at Kuvera. Kuvera.in is India's most loved platform for investing. Invest in zero commission mutual funds, online FDs, stocks, and track your entire portfolio in one place.
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A view of the equity markets from the perspective of a historian and business investor. A combination of conversations with select market participants as well as original material. If you like investments that pay dividends, you will like this podcast. If not, then not.
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Avocado Toast Podcast

Avocado Toast Podcast

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The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
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Get direct unbiased strong views on the financial markets from a fixed income trader and head of global interest rate trading weekly. Teaching and guiding the people in ways no news network is currently . For the best commentary from the source on what’s happening in the world of fixed income and stock markets and provide education to those who don’t know enough about it in a simple and concise manner. Every Sunday 7pm EST.
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To help you with your financial planning you need up to the minute information. At RaboDirect we are creating a suite of podcasts to help your money work even harder for you. Our podcasts are not just about money, but about many things you might find useful when deciding how best to make your money more active. We plan on launching a range of new podcasts over the coming months, so subscribe now. Your money will thank you for it!
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Want to learn more about managing your money, including how to begin investing? Listen to Barclays’ Money Plan podcast series where we explore a range of topics in a down-to-earth and jargon-free way. Money Plan is hosted by Clare Francis, Director of Savings and Investments. Clare's background is in financial journalism with over 15 years' experience of covering consumer finance. She is passionate about getting people to think about why it’s important to invest and how to overcome whatever ...
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Ord Minnett is a leading Australian private wealth management group that provides advice and tailored investment solutions. Ords has more than $59 Billion in Funds Under Advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets. In December 2020, Ord Minnett acquired financial advisory firm EL&C Baillieu. The Ord Minnett Podcast is where we discuss key issues, developments and opportunities in the Austr ...
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show series
 
'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv In this episode, Glen and Vince Scully from Life Sherpa break down everything you need to know about superannuation and answer your burning questions. They discuss choosing the right super fund, the importance of asset allocation, the key th…
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In this episode, Alex and Wade discuss the importance of asset location in addition to asset allocation. They explain that asset location involves strategically placing assets in different types of accounts based on their tax efficiency. They discuss the tax efficiency spectrum, with tax-exempt bonds being the most tax efficient and REITs being the…
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Sep 3, 2024 – The most important factor to the macro investment outlook right now is not inflation, growth, or even liquidity—it’s all about policy. Today, on FS insider, we’re going to discuss Variant Perception’s asset allocation engine...By fswebmaster@financialsense.com (Financial Sense)
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Prakash Kannan, Chief Economist and Director of the Economics & Investment Strategy department at GIC, returns to Kopi Time to talk about evolving macro developments and implications for asset allocation. We cover it all in this discussion, from Fed outlook to EM resiliency, global liquidity to China policy, yen carry trade to gold, and how a portf…
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You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account. They also cover recent Cen…
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In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, senior investment manager, to explore how private investors can gain better insights into their portfolios by looking beyond traditional metrics like Internal Rate of Return (IRR) and Net Asset Value (NAV). Key points…
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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv In today's episode Glen chats with Erica Hall from U Ethical to chat all things ethical investing. They discuss how to spot greenwashing, the future of climate reporting in Australia, and whether carbon offsets are actually doing any good. I…
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In this episode of the Dakota Live! Podcast, Robert Morier sits down with Kelly Kiel Garramone, CEO of KRW International, to explore how character science is impacting manager research and asset allocation in investment management. Whether you’re an allocator or an asset manager, this episode offers invaluable insights into how character-based lead…
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Can Factor Timing really give investors an edge in today’s markets? In this episode, host Vincent Weber dives into this hotly debated strategy with Dan Jelicic, Chief Investment Officer and Portfolio Manager of the Trium Avala strategies, and a pioneer in quantitative finance. With over 20 years of experience, Dan offers insider insights on how tim…
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Vasuki Shastry, Senior Advisor at Gatehouse Advisory Partners, returns to Kopi Time to talk about the decade-old “Make in India” initiative. From Production Linked Incentives (PLI) to splashy marketing campaigns, this has been a signature initiative by the Indian government under Prime Minister Modi. What has been the accomplishment of this effort …
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In this episode of 'Retire with Style', Alex and Wade delve into the intricacies of Required Minimum Distributions (RMDs). They discuss the calculations involved, the implications of RMDs on retirement planning, and the recent changes introduced by Secure Act 2.0. The conversation also covers the consequences of failing to take RMDs, the aggregatio…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…
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In Part 3 of this series, Sage Robbins and her dear friend, podcast host turned surrogate, Mary B, delve deeply into the essence of forgiveness, exploring its profound impact on mental health and personal well-being. Sage shares how forgiveness has unlocked her inner freedom and helped her align with her true nature, while Mary offers a fresh persp…
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Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…
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Sep 13, 2024 – Precious metals experienced a significant surge this week, with gold hitting a new record high of $2,610/oz and silver climbing back above $30/oz. If you're invested in precious metals or have an interest in this market, today’s show...By fswebmaster@financialsense.com (Financial Sense)
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In Part 2 of this heartfelt series, Sage Robbins and her dear friend, podcast host turned surrogate, Mary B., dive intimately into the essence of forgiveness, exploring its profound impact on mental health and personal well-being. Sage shares how forgiveness has unlocked her inner freedom and helped her align with her true nature, while Mary offers…
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Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…
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Sep 11, 2024 – Today, we continue our conversation with Martin Armstrong, the well-known international forecaster, market strategist, and author of numerous books, including the Cycles of War published in 2020 where Martin forecasted...By fswebmaster@financialsense.com (Financial Sense)
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In today's episode Glen breaks down the practical steps to becoming and feeling financially free, walking through 4 stages of wealth. This episode is a great chance to assess where you're currently at in your money journey and where you'd like to be! Prefer to read or want to recap the ep? Check out the blog post here Thanks to Skye Wealth for supp…
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Most of the discussions on the Alpha Exchange podcast consist of guests sharing views on market risk and portfolio construction. To be sure that leads the conversations down the path of monetary policy, positioning, inflation and growth. There’s a great deal of consideration around the price of optionality and the correlation of assets. But what ab…
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Sep 11, 2024 – Yesterday, Ukraine launched a drone attack on Russia's capital. How might Russia retaliate and what does this mean for war raging in Europe? FS Insider speaks with Martin Armstrong, the well-known international forecaster...By fswebmaster@financialsense.com (Financial Sense)
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We talk to QuantCube Technology co-founder and CEO Thanh-Long Huynh about how machine learning and alternative data combined can identify financial trends far ahead of official data. Speakers: Thanh-Long Huynh, co-founder and CEO of QuantCube Technology; Vincent Gusdorf, AMD, Digital Finance and AI Analytics, Moody’s Ratings Hosts: Danielle Reed, V…
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In this captivating episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Schelling, Managing Director of Private Markets at Caprock, to explore the intricate world of alternative investments. With a rich background spanning over two decades in the investment industry, Chris has been at the forefront of building portfolios with a k…
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Jennifer Sciubba, PhD, President and CEO of Population Reference Bureau, joins Kopi Time to discuss the science and policy dimensions of demographics. She begins by explaining the various ways of looking at population projections, pointing out that for most cases in recent decades, forecasts have ended up erring on the side of higher fertility. Wit…
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Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…
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“Elections have consequences”. So said former US President Barack Obama. He probably didn’t have our trusty fear gauge, the VIX, in mind, but he may as well have. We are one day away from the US presidential debate. I am not sure this one can deliver the same fireworks that resulted from June 27th. It may devolve into a food fight, with each side h…
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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv In this episode, Glen and John tackle a listener's question: Is it too late to retire comfortably? They dive into whether it’s ever ‘too late’ to get your finances in order and why it’s crucial to face the money wake-up call, especially if y…
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Ever felt deeply hurt by someone? In Part 1 of this heartfelt series, Sage Robbins and her dear friend, podcast host turned surrogate, Mary B., dive intimately into the essence of forgiveness, exploring its profound impact on mental health and personal well-being. Sage shares how forgiveness has unlocked her inner freedom and helped her align with …
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Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …
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Sep 6, 2024 – Silver, which is widely used in a variety of industrial applications, is hovering around $28 an ounce, despite the global economy suffering from slowing industrial growth over the past two years. The well-known silver investor and analyst...By fswebmaster@financialsense.com (Financial Sense)
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