Best Capitalmarkets Podcasts (2024)

1
JB O'Banion of Titleist Asset Management on RIA Stories 28:21

2h ago28:21

28:21

This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities an…

1
Crunching Numbers: Expert Insights on Muni Bonds from Bernstein’s Daryl Clements 22:46

3d ago22:46

22:46

After a slow start to 2024, municipal bonds have rallied amid a surge in reinvestment and tighter supply. Learn from Bernstein Portfolio Manager Daryl Clements why opportunities in the muni market should not be overlooked. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources …

1
Shannon Spotswood of RFG Advisory on RIA Stories 1:07:15

8d ago1:07:15

1:07:15

Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Downl…

1
Equity Edge: Strategic Insights on Private Equity Investing with Wrug Ved 25:21

18d ago25:21

25:21

Despite concerns around illiquidity and transparency, private equity’s impressive returns have made it increasingly popular with individual investors. Find out why in this in-depth discussion with Bernstein’s Wrug Ved. For more detail, read our white paper Private Equity: The Missing Pillar in Your Portfolio? Note to All Listeners: The information …

1
Animal Farm and Your Career 5:40

27d ago5:40

5:40

George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/…

1
Wealth and Well-Being: Navigating the Complex Relationship Between Wealth and Mental Health Issues 26:17

1M ago26:17

26:17

Studies have shown that children and teens from affluent families are at greater risk for substance abuse and mental health issues like depression and anxiety. Learn how expert Arden O’Connor and her colleagues help families of wealth plan and implement successful approaches to navigating a family member’s mental health or addiction challenges. To …

1
Rob Sandrew of Integrated Partners on RIA Stories 1:08:29

1M ago1:08:29

1:08:29

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integra…

1
Ritik Malhotra of Savvy Wealth on RIA Stories 52:14

1M ago52:14

52:14

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resil…

1
Branching Out: Challenges for Banks Present Opportunities for Investors 20:04

2M ago20:04

20:04

Bernstein Senior Investment Strategist Ben Goetsch joins host Stacie Jacobsen to discuss recent developments in the banking industry, from proposed stricter capital requirements to expanding opportunities in private credit. For more detail, read Ben’s white paper, “Banking on Opportunity.” Note to All Readers: The information contained here reflect…

1
Jason Gordo of Modern Wealth on RIA Stories 42:42

2M ago42:42

42:42

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due…

1
Calm and Collected: Expert Advice for Protecting the Value of Personal Collections 22:38

2M ago22:38

22:38

Do you collect? Whether it’s wine, watches, cars, art or baseball cards, a collection driven by passion can have significant value. Listen for insights on sound financial practices around collectibles from expert Colleen Boyle. For more detail, read our white paper, Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer Note to All …

1
The Lieutenant Rowan Mindset 4:04

2M ago4:04

4:04

This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.

1
Pick Up The Phone 1:38

3M ago1:38

1:38

Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.

1
Failure, Sales & Money Market Risk 9:48

3M ago9:48

9:48

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/

1
Higher From Here? An Updated 2024 Market Outlook with Matt Palazzolo 14:49

3M ago14:49

14:49

Stocks soared to record highs in the first quarter. What can we expect from the rest of the year? Bernstein’s Matt Palazzolo offers expert insights. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein…

1
Lessons From A Legend 6:57

3M ago6:57

6:57

When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/…

1
Assumptions and Donkeys 3:17

3M ago3:17

3:17

What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/By Jay Coulter

1
The Great Wealth Transfer: An Inflection Point for Women Investors 20:16

3M ago20:16

20:16

Women are gaining control of more assets and increasingly taking the reins on financial planning. Hear the latest insights on empowering women investors from Bernstein’s Kara Lewis and host Stacie Jacobsen. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are …

1
Handle Hard Better 2:26

3M ago2:26

2:26

This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach. It is March Madness for those fans who get excited this time of year. How's your bracket doing? …

1
Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks 56:57

3M ago56:57

56:57

An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life. Shawn has written a new book called The Advisor Transf…

1
Knowers vs Learners - The Saturday Note 3:38

4M ago3:38

3:38

Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential.

1
Modern Business Development Strategies with Kristin Andree 22:13

4M ago22:13

22:13

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing…

1
Shifting Sands: How Investors Can Find Their Footing in 2024 23:20

4M ago23:20

23:20

The Magnificent 7 dominated 2023’s equity returns, but what sectors and themes should investors look to in 2024? Bernstein’s Shri Singhvi shares his perspective on where the market is heading. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of…

1
Ideas on Change, Service and AI 7:34

4M ago7:34

7:34

On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.

1
Flourishing Families: Jay Hughes on the True Meaning of Wealth 27:49

4M ago27:49

27:49

Family governance expert Jay Hughes has spent decades helping families preserve their wealth and position younger generations for success. He joins host Stacie Jacobsen for an insightful conversation you won’t want to miss. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources…

1
Powering Progress: Insights on AI from Investment Strategist Roosevelt Bowman 13:54

5M ago13:54

13:54

Stacie Jacobsen welcomes Bernstein Senior Investment Strategist Roosevelt Bowman, who draws on his background in data science to explain what it takes to create workable AI models and what investors should look for when evaluating AI initiatives. To hear the July 2023 conversation with Lei Qiu referenced in this episode, click here or scroll in you…

1
Deep Dive into Debt: Exploring the Deficit’s Economic Impact with Eric Winograd 17:55

5M ago17:55

17:55

Bernstein's Chief Economist Eric Winograd joins host Stacie Jacobsen for a look at U.S. fiscal policy. They discuss the potential costs of running large deficits and accumulating mounting long-term debt in the U.S. and elsewhere. For more context on how the U.S. dollar’s reserve currency status could be affected by the national debt, listen to the …

1
What’s in Store in ’24: Market Outlook with Matt Palazzolo 11:38

6M ago11:38

11:38

Bernstein's National Director of Investment Insights Matt Palazzolo joins host Stacie Jacobsen to recap 2023’s market developments and provide insight into how 2024 could play out. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of…

1
Keeping the Peace: Conflict Coach Jane Beddall on Making Wealth-Related Family Discussions More Harmonious 18:04

7M ago18:04

18:04

With holiday family gatherings right around the corner, an expert shares insights on communicating effectively around questions of wealth. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. make…

1
Best Foot Forward: Founder Justin Schneider Shares Insights on the Company’s Values-Driven Success 25:09

7M ago25:09

25:09

Justin Schneider of Wolf & Shepherd offers his perspective on building a successful business aligned with personal values. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representat…

1
Putting the “Effect” in Effective Philanthropy: How to Make the Most of Your Giving, with Alison Morse and Phil Buchanan 24:09

8M ago24:09

24:09

Stacie Jacobsen welcomes National Philanthropic Trust’s Alison Morse and the Center for Effective Philanthropy’s Phil Buchanan, who offer insights on the urgent need for giving and the best ways to do it. For more information on end-of-year giving, take a look at our philanthropic team's blog post: https://www.bernstein.com/our-insights/insights/20…

1
Taking Stock: Bernstein’s Matt Palazzolo Assesses the Impact of Recent Events 15:25

8M ago15:25

15:25

Bernstein Senior Investment Strategist Matt Palazzolo joins host Stacie Jacobsen to discuss where the financial markets may be heading as 2024 approaches. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBer…

1
Strike While Hot: A Summer of Labor Action Continues Into the Fall, While Beyoncé, Taylor Swift, And Barbie Fire Up the Economy 20:00

9M ago20:00

20:00

Bernstein’s Chief Economist Eric Winograd joins Stacie to talk about why he updated his economic forecast on account of Taylor Swift (see his recent blog post here: https://www.alliancebernstein.com/corporate/en/insights/economic-perspectives/barbie-beyonce-taylor-swift-and-the-economic-outlook.html), and the long-term outlook in the context of rec…

1
Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore 20:29

9M ago20:29

20:29

Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial plan…

1
Removing Barriers: Brandon Nicholson Explains How the Hidden Genius Project Expands Opportunities for Black Male Youth 20:37

9M ago20:37

20:37

What if every young Black boy in America were encouraged to believe in their own hidden genius? Hear from the CEO of a nonprofit striving to make that goal a reality. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast.…

1
Clearing a Path: The Critical Need for Clarity of Purpose in Succession Planning 25:58

10M ago25:58

25:58

Stacie Jacobsen, Deacon Turner, Ben Berger and Champ Rawls discuss the need for clarity of purpose in succession planning, and the steep risks of failing to clear a path for the next generation. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as …

1
Going Long: NFL Veteran Kyle Rudolph on Building a Legacy of Giving 22:23

11M ago22:23

22:23

Two-time Pro Bowl tight end Kyle Rudolph shares valuable insights on succeeding in sports, business, and charitable giving. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representa…

1
Bond Ambition: Why There's Never Been More Opportunity In Municipal Bonds 19:31

11M ago19:31

19:31

Bernstein Muni Bond Portfolio Manager Daryl Clements explains why now might be the right time to invest in municipals. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations…

1
Rethinking the Prenup: Planning for Happily Ever After 22:11

11M ago22:11

22:11

Contrary to popular belief, pre-nuptial agreements are not just about divorce. Our guest explains how marital agreements can ease potential tensions over finances. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. Al…

1
Turning Point: The Transformative Potential of AI 19:04

12M ago19:04

19:04

ChatGPT has captured the imagination of the public. What's next in AI? How should investors evaluate the business prospects of AI-related ventures? Hear from Lei Qiu, portfolio manager of Alliance Bernstein International Technology Fund and AB Disruptors ETF. Note to All Readers: The information contained here reflects the views of AllianceBernstei…

1
Creating Clarity: An Invaluable Gift to Your Loved Ones 23:38

1y ago23:38

23:38

While 68% of Americans agree that it’s important to make end-of-life plans, only 35% have done so. With legal, medical, financial and legacy decisions at stake, it's essential to communicate your wishes to your loved ones and trusted advisors. Our experts explain why. Note to All Readers: The information contained here reflects the views of Allianc…

1
Generational Success Through Family Governance 25:47

1y ago25:47

25:47

Family governance is a written and agreed-upon framework for communication and decision-making between family members who have shared assets over generations. That sounds simple, but it often involves considerable negotiation and agreement between everyone. When is the time right to put such a roadmap in place and why? We welcome special guest Moll…

1
Control the Controllable 16:56

1y ago16:56

16:56

How we plan for our financial future and that of our loved ones is no easy task, and this is an area where one size definitely does not fit all. While too little planning is clearly an error, so is over-planning. And what tax considerations need to be taken into account? We hear from Tara Popernik, Bernstein’s Director of Research for the Wealth St…

1
The Cost of Cash 18:08

1y ago18:08

18:08

Cash has come back into favor after the market turmoil and negative stock returns in 2021. Is this wise, particularly in the light of the latest banking bankruptcies? Or are there other alternatives which offer better returns and only slightly higher risk? We are joined by Maura Pape, who is a Senior Investment Strategist at Bernstein to tell us ab…

1
Opportunity Knocking: Commercial Real Estate 9:10

1y ago9:10

9:10

The acute phase of banking sector turmoil may be behind us, but some investors wonder if there’s another shoe waiting to drop. Could commercial real estate add to the stress—or is it an up-and-coming opportunity? On this bonus episode, Dipak Patel, Managing Director of Commercial Real Estate at AB, weighs in. Note to All Readers: The information co…

1
The Active Advantage: Tax Benefits with ETFs 16:22

1y ago16:22

16:22

The active ETF space has grown by leaps and bounds in recent years. This is partly due to changes in regulation, making it easier and smoother to create ETFs, but the big attraction of active ETFs is they are considerably more tax efficient than comparable instruments like mutual funds. In this episode, John Mclaughlin, National Director on the Tax…

1
Lessons from a Cancer Diagnosis 9:52

1y ago9:52

9:52

A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life today. 5 lessons Jay shares: The 3 most important things a…

1
Investing in the Future of Clean Energy 17:44

1+ y ago17:44

17:44

AllianceBernstein recently purchased CarVal, an alternative investment manager with established expertise in clean energy markets. In this episode, Host Stacie Jacobsen first talks to Co-Head of Investment & Wealth Strategies and Host of our Women and Wealth podcast Beata Kirr about this exciting alternative investment. Then we hear Beata's intervi…

1
Silicon Valley Bank and the Future of Regional Banking 11:15

1+ y ago11:15

11:15

This week we bring you a bonus edition about the Silicon Valley Bank collapse and its wider implications. We talk with National Director of our Core and Alternative Fixed Income efforts Todd Buechs to explain the why behind what happened plus more. Note: This episode was recorded on March 14th. Note to All Readers: The information contained here re…

1
A Fresh Perspective with Jaime Schmidt 21:52

1+ y ago21:52

21:52

On today's episode Senior Managing Director Brian Haloossim is our Guest Host and sits down with entrepreneur Jaimie Schmidt, Founder of Schmidt's Natural and Color Capital. Her story is remarkable. She started making personal care products in her kitchen in 2010 and seven years later was selling those products to over 30,000 retailers in 30 differ…

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