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Investment Analysis and Advice
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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 ...
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An original podcast series from CFA Society Boston featuring leading industry voices in the investment profession, offering candid conversations and fresh perspectives.
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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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The Financial Thought Exchange Podcast is where you get wiser by hearing from financial thought leaders from all walks of life. This is the perfect companion podcast for financial analysts, investors, or anyone interested in the ”inside baseball” of the financial world. Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. Check out our peer-reviewed research here: https://rpc.cfainstitute.org/en/research If you would like to support t ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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Welcome to My Worst Investment Ever podcast hosted by Your Worst Podcast Host, Andrew Stotz, where you will hear stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Your Worst Podcast Host, Andrew Stotz, Ph.D., CFA, is also the CEO of A. Stotz Investment Research and A. Stotz Academy, which helps people create, grow, measure, and protect their wealth. To find more stories like this, previous ...
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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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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
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Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
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David Nelson launches The Money Runner. In the end money touches everything. The show will take on topics that resonate from Wall Street to Main Street and of course Washington.
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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Hi, This is Rohit and I am a Stock Trading Coach. I have already trained 50,000+ students from 170+ countries. I am a CFA Charterholder (USA), a Dale Carnegie Certified Trainer and a Nison Certified Trader. My Website is: rohitmusale.com
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India's Leading Finance & Investing Podcast Through The Voice Of Harsh & Aditya Goela from Goela School Of Finance. Team of CFA | MBA | CA | 1Million+ Following across Youtube and Instagram
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Welcome to Sal Daher, CFA, where amazing things happen.
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Our mission here at Christian Faith Assembly is to inspire intimate relationships with CHRIST, demonstrate Kingdom CULTURE & release hope in our COMMUNITY.
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Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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Audio lessons on shift leadership at CFA Milford Plaza, covering both Front-of-House and Back-of-House.
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Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
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Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, brings veteran market analysts and money managers onto a monthly podcast. These conversational sessions will explore interviewees’ investment philosophy, process and decision making tools. By learning more about key mentors, early influences and their long careers in financial services, Fill the Gap will highlight lessons our guests have learned over many decades and multiple market cycles. Join us in conversation with the men ...
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We speak to exceptional individuals to uncover deep insights into business, entrepreneurship, personal growth, investing, and multidisciplinary thinking. Learn how to improve your finances, find better investments, and pursue authentic lifelong growth, wisdom and happiness. Ken Majmudar, CFA is a Harvard Law grad and founder of Ridgewood Investments.
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Join millions of Canadians each week who want to master their personal finances. Hosted by former CNBC and BNN anchor, CFA Charterholder and financial wellness advocate Saijal Patel.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
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The official podcast of the California Faculty Association. Your place for union news, insights and solidarity. More info: https://www.calfac.org/radio-free-csu
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
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The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
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Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be cons ...
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Review Powerpoints for Basic Biology
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This is a podcast for retail investors who want to achieve financial freedom through TechnoFunda Investing Process. Hosted by Vivek Mashrani, CFA. Disclaimer: This is for educational purposes only. Investments in securities are subject to market risks. Read all the related documents carefully before investing. The securities quoted (if any) are for illustration only and are not recommendatory.
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Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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This podcast keeps you up to date on the latest sermons happening each week at CFA! Our hope is that each sermon will bless your life as God speaks to your heart. Thanks for joining us!
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Behind every pioneering idea, method, and device is a fellow human or humans. A trailblazer who is daring enough to ask the questions that push the boundaries and make the impossible possible. Host Sharon Kedar, MBA, CFA, talks with these change agents on the Innovate and Elevate podcast. In each episode, you hear from top doctors, scientists, leaders, and innovators on how they are trailblazing within the world at large and within their own lives. As the co-founder of Northpond Ventures, a ...
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Hello and welcome to the Invest Like a Pro podcast! I'm Manish Kataria and I'm here to show you how simple it can be to invest in the financial markets, in shares, ETFs and options to achieve financial security. This is all about diversifying, this is all about long term compounded investing for inflation beating growth and creating additional streams of income with financial markets. I'm really excited to bring you all the tools and the knowledge and to show you how simple it can be to achi ...
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David Blanchett, CFA: The Role of Commodities in Portfolio Allocation
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Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios. Listen now to learn more about his findings and insights in…
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Path to Success: A Conversation with Jean Hynes
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35:34
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In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilien…
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Social Security Timing: Reframing Your Thinking For Better Decision-Making
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Our brain uses mental shortcuts to help us solve problems. While they can be quite helpful, in some areas they may harm our decision-making. Social Security claiming is often one of these negatively impacted areas. In this episode, hear Tyler Emrick, CFA®, CFP®, discuss the mental shortcuts (aka cognitive biases) at play when deciding to take your …
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Episode 71, Bogleheads on Investing, Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri
By Rick Ferri, CFA
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Investment Exchange Forum: Cannabis - is it time to revisit?
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Rich Excell CFA, CMT is joined by Lotta Moberg PhD, CFA, a partner at ViviFi Ventures and Paul Chesek, the Chief Growth Officer at GreenCheck to discuss the recent trends in cannabis & how the rescheduling of cannabis may change the landscape for investors going forward.
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William Goetzmann on Financial Archeology
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In this episode, Prof. William Goetzmann joins host Larry Siegel to discuss financial archeology, and how the early history of financial institutions can inform modern practices. William N. Goetzmann is the Edwin J. Beinecke Professor of Finance and Management Studies at the Yale School of Management, and executive editor of the Financial Analysts …
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Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau
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In this episode, Alex, Wade and Rob answer listener questions about retirement planning. They discuss topics such as asset allocation, selling RSUs, managing sequencing risk, and when to claim Social Security. They provide insights on diversification, tax implications, and the importance of considering both sequence risk and concentration risk. The…
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. On this episode, we talk about debit and credit cards. Hosted on Acast. See acast.com/privacy for more information.
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Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
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Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr.…
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Enrich Your Future 04: Why Is Persistent Outperformance So Hard to Find?
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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 04: Why Is Persistent Outperformance So Hard to Find? LEARNING: Focus on building a robust asset allocation plan, regularly rebalancing it, and stick with it. “Investors…
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Should I Sell My Assets to Pay Off Credit Card Debt?
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"Im 24 years old - how can I approach my 13k credit card debt? I have roughly 30k in assets. I was thinking a balance transfer to maximize 0 interested for 21 months? Thoughts?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Ta…
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Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bondsBy CFA Society New York
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How to Financially Prepare for Divorce - Episode 63
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Divorce is painful and daunting, but a supportive financial team helps handle the details so you can care for yourself. In this episode, Mac and Andrew offer strategies for navigating the financial aspects of divorce. They take you through organizing your financial documents, understanding asset division, and planning for post-divorce financial ind…
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Breaking News: Biden's SAVE Student Loan Plan In Jeopardy!
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In this episode, we discuss breaking news on President Biden's student loan repayment plan, SAVE, which faced four significant setbacks this week. Join us as we analyze the implications of these developments and what they mean for student loan borrowers moving forward.
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Episode 285: Money Talk 1290 - Neal Rabin, co-founder of Miramar Systems, CEO and Author
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Listen to Neal Rabin, co-founder of Miramar Systems, CEO and Author
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Episode 284: Money Talk 1290 - Annamarie Belokona, CEO of AMfilm
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Listen to Annamarie Belokona, CEO of AMfilm
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Are Financial Advisors Worth It? (The Truth Finally Exposed!)
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Personal finance is personal, and so are financial advisors. We walk you through everything you need to know about financial advisors: their cost, their value, when you should consider hiring one – and when you shouldn’t. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the…
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Our financial expert reacts to some of the worst 401k advice I've seen on TikTok. As a financial expert, I get DMs daily about questionable financial tips floating around the internet. Today, I'm breaking down a viral TikTok claiming that 401ks aren't worth it. Spoiler alert: some points are valid, but there's a lot of misleading information too. I…
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The ETF Investor - Episode 56 - Choosing between different ETFs tracking the same index
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FNB recently listed three new offshore ETFs, but the underlyings are very familiar to us – MSCI World, MSCI Emerging Markets and S&P 500. How do you choose between multiple ETF options when they offer the same – or very similar – underlying investment exposure?
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Understanding Collateralized Loan Obligations with Expert Shiloh Bates
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Unlock the secrets of Collateralized Loan Obligations (CLOs) with industry expert Shiloh Bates from Flat Rock Global. Shiloh, boasting over 20 years of experience, simplifies the complexities of CLOs, comparing them to mini-banks with diversified portfolios of first lien senior secured loans. Learn about the intricate structure of CLOs, from AAA tr…
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"I'm 42 and want to retire early at 45. I’ve stress-tested my plan and everything looks okay, but I’m having a hard time mentally stepping away from the job. I know I want to spend more time with my kids (they’re my ‘why’).So why is it so hard to make the switch?" We'll walk you through that question and more in today's Q&A episode! Jump start your…
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Maximizing Your Spousal and Survivor Social Security Benefits
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Discovering the link between Social Security spousal benefits within a couple and breaking down the consequences of deciding when each person starts taking it. Managing your Social Security as a couple provides opportunities to maximize your available retirement income in a way that an individual cannot. In this episode of “Retirement Revealed” I’m…
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Commercial, Resi or Stocks - Who gets your Vote?
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Welcome to a special episode where we dive deep into the debate of which asset class reigns supreme. Join me and our fantastic guests, Natasha Collins and Adam Lawrence, as we explore stocks, commercial property, and residential property. We'll answer questions like: Which asset class offers the best returns? How do you mitigate risks in each inves…
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Episode 70, Bogleheads on Investing, Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
By Rick Ferri, CFA
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In this conversation, Alex Murguia and Wade Pfau discuss various topics related to retirement planning, including glide paths, asset allocation, index funds, and tax planning. They address questions about implementing a rising equity glide path, asset allocation across different types of accounts, the performance of index funds, and the availabilit…
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. On each episode, Nancy and Ryder answer personal finance questions from listeners. On this episode, we also discuss avoiding online shopping scams and spending habits that might be budget busters. Hosted on Acas…
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Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?
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Today Rusty & Robyn are joined by Gerard O’Reilly from Dimensional Fund Advisors. Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the f…
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Enrich Your Future 03: Persistence of Performance: Athletes Versus Investment Managers
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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 03: Persistence of Performance: Athletes Versus Investment Managers. LEARNING: The nature of the competition in the investment arena is so different that conventional wi…
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Should I Stop Investing to Save for a House?
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"How long is it acceptable to drop my retirement contributions to save up for a home? Is 2 years too long while only investing 5% to receive match? 30yrs old, no debt, 120k in my Roth 401k" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with o…
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We go deep into the metrics to look at the changes to the Mongolian bank sector and capital marketsBy CFA Society New York
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I'm a Retired Business Owner, Now What? - Episode 62
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When business owners decide to retire, they face challenges traditionally employed people do not. Succession planning, replacing your income, and figuring out what to do next are all factors to consider as you approach retirement. Whether you’re looking forward to retirement with relief, excitement, fear, or a combination, Mac and Andrew offer advi…
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Joseph Simonian on Model Validation in Finance
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In this episode, host Lotta Moberg is joined by Joseph Simonian to discuss the importance of understanding the field of model validation and how it applies to the financial industry. His published work on the topic can be found here: https://rpc.cfainstitute.org/en/research/foundation/2024/investment-model-validation Joseph Simonian is a globally r…
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4 Signs You’re Saving Too Much for Retirement
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We're all for aggressive retirement savings. However, it’s important to acknowledge that there’s a point where the financial mutant starts to move to the dark side and becomes… the financial miser. Here are four signs you’re starting to move to the dark side. Jump start your journey with our FREE financial resources Reach your goals faster with our…
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Jan Nieuwenhuijs on China's Gold Strategies: Market Impact, Myths, and Future Prospects
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Could China's gold buying strategies be reshaping the global economy? Join us as we sit down with Jan Nieuwenhuijs, a leading expert in the Chinese gold market, to unpack this fascinating question. Jan shares his unique journey from the glitz of the movie industry to the world of economics and gold analysis, offering a deep dive into China's comple…
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Should Wealthy Taxpayers Make Roth Contributions?
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If you’ve listened to David for long, you’ve heard his affinity for the Roth, but does that apply to everyone? When it comes to planning for retirement, high earners need to decide whether to contribute to a Roth account or a traditional IRA. But first, who is considered a high earner? And why does a Roth matter? Here’s some of what we discuss in t…
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How to Build an Emergency Fund the Right Way
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"I'm on Step 4 of the FOO and it’s feeling like this may take many many months, if not a year to just save 3 months of an emergency reserve. Is this normal for most people? Am I missing something?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster …
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David Lau of DPL Financial Partners discusses the in’s and out’s of annuities, what to look for in a good annuity and how to utilize them properly in your retirement plan. Annuities are a hot button topic among investors, but my guest in this week’s “Retirement Revealed” podcast, David Lau of DPL Financial Partners, sees the inherent problems with …
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Episode 131: The Impact of the Election on the Stock Market and Retirement Planning
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In this conversation, Alex and Bob discuss the impact of the election on the stock market and retirement planning. They emphasize the importance of looking at historical data and not getting caught up in the rhetoric and uncertainty of the election cycle. They also highlight the recency effect and how campaigns are information machines that can inf…
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Money Talks\ answering listener questions
44:14
44:14
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44:14
Money Talks is hosted by Ryder Taff, Portfolio Manager at New Perspectives. In this episode, Ryder answers a number of personal finance questions from listeners. At the end of the show, we talk about investing in the stock market. Hosted on Acast. See acast.com/privacy for more information.
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Harnessing The Power of Profit: The Business Case for Women’s Health Startups with Erin Lambroza
16:16
16:16
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16:16
In this episode, Sharon is joined by Erin Lambroza, Vice President of L Catterton, a consumer-focused private equity firm. Erin holds Director roles on the boards of Alice Mushrooms—a functional health supplement business pairing chocolate with the power of adaptogens from legal mushrooms; an unannounced beauty and wellness platform providing solut…
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Andrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships
32:33
32:33
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32:33
In this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consu…
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Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
34:21
34:21
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34:21
This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base. Key Takeaways [04:26] - Bill has been in the…
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Enrich Your Future 02: How Markets Set Prices
36:53
36:53
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36:53
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 02: How Markets Set Prices. LEARNING: Invest in passively managed funds and adopt a simple buy, hold, and rebalance strategy. While gamblers make bets, investors let the…
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Ophir Gottlieb on Untangling Economic Paradoxes: Wage Inflation, Small Business Challenges, and Bitcoin Diversification
50:00
50:00
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50:00
Can Americans truly be in a recession when wage inflation surpasses overall inflation? Financial wizard Ophir Gottlieb unravels this economic paradox in our latest episode. With a background in financial mathematics, AI, and hedge fund management, Ophir lends his expertise to untangle the complexities of the post-COVID economy. From the Federal Res…
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Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the recent events in the market. Last week was a major week for news, for the Fed and for markets. What does the team think of what happened?
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