Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by The CM Group a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Alternative Wealth is a non-traditional investing, personal finance, and retirement podcast hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance corporations, privatized banking, and different retirement strategies. Available everywhere, even on You ...
…
continue reading
Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some ...
…
continue reading
Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
…
continue reading
The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
…
continue reading
The TRAXERO On-The-Go Podcast covers topics regarding the towing, recovery, and roadside assistance industry and the tools needed to ensure the success of your businesses. Whether you’re an owner, general manager, operator, dispatcher, fleet tracker, or lien processor, listen in to hear conversations about how to keep your business moving in the right direction. We will feature subject matter experts, customers, vendors, and other special guests to talk about their experiences with our produ ...
…
continue reading
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
…
continue reading
For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
…
continue reading
The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
…
continue reading
The Domain Name Wire Podcast brings you the latest news and happenings in the domain name industry every week.
…
continue reading
Welcome to FIREchat with Rich Rice, the podcast where real investors share their journey in real estate. Discover how they started, the challenges they faced, and their strategies for success. Learn practical tips from active investors, on deal hunting, financing, portfolio management, and more! Get on the show at https://www.firechatpodcast.com
…
continue reading
Welcome to Business Ninjas, the podcast where we interview top business leaders and entrepreneurs who share their secrets to success. Learn from the masters and apply their insights to grow your own business. Join us as we explore the strategies and tactics used by today's most successful companies. Tune in now and become a business ninja yourself. 🤺🚀
…
continue reading
Jade Global is well-positioned to be your strategic IT services partner. We create value through our vast portfolio of IT services delivered by highly skilled and experienced consultants. Our services include business application implementations, integrations, software product engineering, Cloud services, technology advisory, testing, and managed services. We have domain expertise in a variety of industries including manufacturing, high-tech, energy, pharmaceuticals and warehouse distribution.
…
continue reading
Educating the Next Generation of Investors in MicroCap Stocks
…
continue reading
Uptime is a renewable energy podcast focused on wind energy and energy storage technologies. Experts Allen Hall, Rosemary Barnes, Joel Saxum and Phil Totaro break down the latest research, tech, and policy.
…
continue reading
You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
…
continue reading
Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
…
continue reading
Remove the guesswork from real estate investing and establish a clear path for consistent returns. Here, building wealth is straightforward and fun.Discover how commercial real estate investors from all over the world got where they are today, how you too can generate truly passive, tax-efficient income, and confidently invest in real estate, even in the face of risks and unknowns.Real estate has made more people wealthy than any other form of investment. However, it can come with a steep le ...
…
continue reading
Financial services industry veteran Rick Kundracik joins WBI Co-CEOs Matt Schreiber & Don Schreiber, Jr., to provide wealth-building insights that keep you on top of the markets. Past performance does not guarantee future results. The views presented are those of podcast participants, and should not be construed as investment advice. Important disclosures: http://bit.ly/2Co4ush
…
continue reading
Join Eswee Bothma, Tian Alberts and guests in discussing cryptocurrencies such as Bitcoin and the technology on which it is powered. Bitcoin has important implications for the traditional financial system, transaction regulation, and taxation. It also opens up a new world of possibilities regarding the autonomy and freedom of individuals and communities. Nowadays, it is possible for individuals to increasingly relinquish the state's monopoly on money, the strict regulation of assets and expo ...
…
continue reading
Life throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
43:26
43:26
Play later
Play later
Lists
Like
Liked
43:26
On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make her portfolio more tax efficient. A New York man wants to know whether he should sell $8,000 worth of individual stocks to boost his emergency fund. Scott and Pat explain the concept of direct indexing…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
283. How Doctors and Professionals Buy Back Time with Real Estate Investing
35:16
35:16
Play later
Play later
Lists
Like
Liked
35:16
In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.They cover:- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.- What types of investments …
…
continue reading
A blade has failed at the Vineyard Wind Farm off the coast of Nantucket–what will the fallout be? How is GE responding? Will this effect the US Presidential Election? Plus a warning about electrostatic eliminators and mid-blade lightning protection: they don’t work. And Mechanix Wear’s TRAC (Trial Research and Collaboration Kit) program offers on-s…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 222: Anaesthetist with a £plan - investing, protection and the problem with BLEEP advisors.
44:08
44:08
Play later
Play later
Lists
Like
Liked
44:08
Robbie, one of our listeners, joins Tommy today to talk about everything he's learned from Medics' Money and his own financial plan. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via emai…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-22-2024 – CrowdStrike Stock Plummets 13% After Massive IT Outage
46:56
46:56
Play later
Play later
Lists
Like
Liked
46:56
CrowdStrike shares tumbled 13% following a global cyber outage caused by a glitchy software update. The incident affected 8.5 million Windows devices worldwide, disrupting various industries and raising concerns about the company's reputation and future contracts. As CrowdStrike faces potential challenges, rival Sentinel One sees a surge in stock v…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Advice for selling more domains – DNW Podcast #494
39:42
39:42
Play later
Play later
Lists
Like
Liked
39:42
A domain broker gives me tips to sell more domains. Last week, I talked about how my domain sales are down so far this year. Jeffrey Gabriel, Saw.com founder and domain broker, joins me this week to talk about what I can do to change this trajectory. He gives some frank advice about my domains, […] Post link: Advice for selling more domains – DNW P…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
[REPLAY] Simplifying Estate Planning and End-of-Life Tasks With Adam Zuckerman
25:05
25:05
Play later
Play later
Lists
Like
Liked
25:05
This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives hi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Siemens Gamesa €1.2 Billion Credit, Masdar Acquires Stake in Endesa, Leeward Renewable Energy Receieves Financing
Siemens Gamesa has received a €1.2 billion line of ‘green’ guarantees from the Spanish government along with a group of major banks. Masdar is finalizing a deal with Endesa to acquire a 49 percent stake in their 2, 000 megawatt renewable energy portfolio. Leeward Renewable Energy has secured $1.25 billion in financing for its construction warehouse…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
46:12
46:12
Play later
Play later
Lists
Like
Liked
46:12
On this week’s Money Matters, Scott and Pat examine why the markets behave the way they do despite major events like the attempted assassination of former President Donald Trump. A new retiree wants to know how risky he should be with $140,000 he has in an old 401(k). A North Carolina caller asks whether it’s smart to use 401(k) dollars to pay off …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-19-2024 – Is a Scarcity Mindset Holding You Back Financially?
46:36
46:36
Play later
Play later
Lists
Like
Liked
46:36
In times of economic uncertainty, it's easy to fall into a scarcity mindset, where fear and worry about money can negatively impact your financial well-being. However, by shifting your mindset and adopting practical strategies, you can build financial resilience and weather any economic storm. Today's Stocks & Topics: FAST - Fastenal Co., DPZ - Dom…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-18-2024 – Market Rotation: Small-Caps Surge, Tech Giants Tumble
45:58
45:58
Play later
Play later
Lists
Like
Liked
45:58
A major shift in the stock market is unfolding as small-cap stocks surge while the "Magnificent Seven" tech giants face a significant selloff. How will the recent market shakeup, triggered by cooler inflation data, affect your investment strategy? Today's Stocks & Topics: ULS - UL Solutions Inc., Market Wrap, AGPPF - Anglo American Platinum Ltd., N…
…
continue reading
The once vanilla market for passive investments has become more akin to a supermarket, with options tailored to every possible taste. Nathan and Steve discuss some of the more exotic and creative specialty funds available today, with focuses such as employee satisfaction, particular religious beliefs, gender diversity, obesity, and more. Also, on o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Partners Group's Rob Collins - The how and why of evergreens: one of the most exciting trends in private markets
1:05:05
1:05:05
Play later
Play later
Lists
Like
Liked
1:05:05
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is one of evergreen importance. We talk with one of the pioneers in the evergreen fund space. Rob Collins, a Partner, Co-Head of Private Wealth, and Head of the New York office and a member of the Global Executive Board at Partners Group, a $147B+ AUM alternative asset manager, joins …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Case for a Continued Rally with Warren Pies
56:07
56:07
Play later
Play later
Lists
Like
Liked
56:07
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
HeliService USA: Efficient Offshore Wind Transportation
36:57
36:57
Play later
Play later
Lists
Like
Liked
36:57
Allen and Joel speak with Michael Tosi, founder and CEO of HeliService USA, which is providing helicopter transportation for the offshore wind industry. HeliService USA provides efficient, safe, and environmentally-friendly transport for technicians and equipment to offshore wind farms, providing an advantage over marine vessels. With the highest s…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-17-24 - Is the AI Bubble Bursting?
46:32
46:32
Play later
Play later
Lists
Like
Liked
46:32
A new Goldman Sachs report questions the massive AI spending with little to show for it, suggesting the AI bubble may be deflating. Tech giants are backing away from AI investments, while companies struggle to find practical applications. Is this the beginning of the end for the AI hype, or just a temporary setback in the industry's evolution? ALSO…
…
continue reading
In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, delve into a variety of financial strategies tailored specifically for physician families. They explore how to maximize the safety and returns on extra cash by examining different investment options such as U.S. T…
…
continue reading
In today’s episode Greg and Colin carry on with the 12 Steps to Investing Mini-series. Today we are looking at market timing, star fund managers, and style drift. Enjoy the show!By The CM Group
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes
46:30
46:30
Play later
Play later
Lists
Like
Liked
46:30
Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws. ALSO in this podcast: MOH - Molina Healthc…
…
continue reading
Donna and Nathan discuss how experience and relatability weigh in to the decision of choosing a financial advisor, and non-retirement situations that prompt people to engage in financial planning. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/11/2024. Have a q…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
282. Rinse & Repeat: Investing in Car Washes and Paying Zero Tax with Kriss Berg
41:49
41:49
Play later
Play later
Lists
Like
Liked
41:49
In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits.Here’s what to expect:- Why Invest …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Drone Scandal Exposes Wind Energy’s China Crisis
40:06
40:06
Play later
Play later
Lists
Like
Liked
40:06
Chinese-made drones disguised as wind turbine parts were intercepted in Italy, sparking debate on China’s role in the global wind energy market. Allen, Phil, and Joel explore how European manufacturers like Vestas and Siemens Gamesa can compete against subsidized Chinese firms such as Goldwind and Mingyang. Do EU protectionist policies address Chin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 221: Active v passive investing, simple portfolio = better, the problem with restricted advisers and insure what you can’t afford to lose.
54:29
54:29
Play later
Play later
Lists
Like
Liked
54:29
Tommy and Ed were lucky enough to be invited onto the Century Plan Podcast recently with Sarah Steele and Dennis Hall. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via email by downloadi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-15-2024 - Fed Rule Change: Big Banks to Save Billions?
46:51
46:51
Play later
Play later
Lists
Like
Liked
46:51
The Federal Reserve is considering a rule change that could save the biggest US banks billions in capital requirements by adjusting the Global Systemically Important Bank (GSIB) surcharge. ALSO in this podcast: MDT - Medtronic PLC (NYS), LW - Lamb Weston Holdings Inc. (NYS), MEDP - Medpace Holdings Inc. (NAS), URI - United Rentals Inc. (NYS), RSG -…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
SBOM Lifecycle Management for Mission-Critical Technology | Business Ninjas: WriteForMe & Vigilant Ops
20:50
20:50
Play later
Play later
Lists
Like
Liked
20:50
Welcome to another episode of the Business Ninjas Podcast, where we uncover the strategies and stories behind successful business leaders. In this episode, we're thrilled to have Ken Zalevsky, the dynamic CEO of Vigilant Ops, join us for an in-depth conversation. Ken Zalevsky has been at the forefront of cybersecurity innovation, leading Vigilant O…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
My domain sales so far this year – DNW Podcast #493
19:22
19:22
Play later
Play later
Lists
Like
Liked
19:22
Let’s dig into my sales results this year. How are your domain sales so far this year? Mine…not so great. On today’s show, I share in-depth numbers about my sales in the first half of 2024: sell-through rates, top level domains, where I acquired the domains and more. I also hypothesize about why my sales […] Post link: My domain sales so far this y…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
[REPLAY] Retirement Income Strategies and Social Security Planning with Chris Hensley
53:35
53:35
Play later
Play later
Lists
Like
Liked
53:35
This is a replay from my other podcast Retirement Simplified. In this episode we dive into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retir…
…
continue reading
Vestas in Turkey has suspended their generator factory project and blade production in the country after loosened locality requirements for wind. Avangrid has sold its Kitty Hawk North offshore lease to Dominion Energy for $160 million. LS Greenlink invests $681 million in a Virginia factory, creating 330 full time jobs. Sign up now for Uptime Tech…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
44:37
44:37
Play later
Play later
Lists
Like
Liked
44:37
On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing hi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-12-204 - 6 Best High Interest Earning Strategies for 2024
46:18
46:18
Play later
Play later
Lists
Like
Liked
46:18
There are several effective high interest earning strategies - including high-yield checking accounts, money market funds, CDs, and bonds - for investors to explore. Understanding the benefits and drawbacks of each option can help you make informed decisions to optimize your returns and grow your wealth in the coming year. ALSO in this podcast: BLX…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-11-2024 – 2024 Cost of Living: HCOL vs LCOL States
46:11
46:11
Play later
Play later
Lists
Like
Liked
46:11
As we navigate the current economic landscape, it's crucial to understand the stark differences in cost of living between states. Factors like housing, groceries, healthcare, and utilities can vary significantly, impacting your overall financial well-being and disposable income. Identifying High Cost of Living (HCOL) versus Lower Cost of Living (LC…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Social Security | Airline Industry | Estate Planning
45:02
45:02
Play later
Play later
Lists
Like
Liked
45:02
Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
…
continue reading
The shift from do-it-yourself financial planning to seeking the help of an advisor typically happens as you approach retirement, but other common triggers are unplanned life events, like inheriting money. Donna and Nathan discuss the rules and considerations around inheriting different types of financial accounts. Also on MoneyTalk, explaining the …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
DSPTCH: Revolutionizing Wind Farm Management
21:00
21:00
Play later
Play later
Lists
Like
Liked
21:00
Allen Hall and Joel Saxum interview Alex Jones, co-founder of DSPTCH, about the app’s evolution from a wind farm locator to a comprehensive operations management and IRA compliance tool for renewable energy. They discuss new features, prevailing wage and apprenticeship tracking, industry adoption, and how DSPTCH improves efficiency and safety in wi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
58:41
58:41
Play later
Play later
Lists
Like
Liked
58:41
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-10-2024 – Nike’s Ex-Exec Return: Stock Boost?
46:59
46:59
Play later
Play later
Lists
Like
Liked
46:59
Nike brought back retired executive Tom Peddie to mend strained relationships with key retailers. This move aims to revitalize wholesale partnerships and distribution channels. Will this strategic decision impact Nike's stock performance and strengthen its position in the competitive athletic wear market? Today's Stocks & Topics: MO - Altria Group …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
iCapital Chairman & CEO Lawrence Calcano - Driving efficiency across the entire value chain to transform private markets
41:15
41:15
Play later
Play later
Lists
Like
Liked
41:15
Welcome back to the Alt Goes Mainstream podcast. I've been having many conversations with GPs and LPs over the past few months — and it feels like we've reached a point in private markets where both sides are trying to figure out how to navigate this space, from a product perspective and a technology perspective. To better understand these issues, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Should you contribute to your company’s cash balance plan?
32:25
32:25
Play later
Play later
Lists
Like
Liked
32:25
Find the secrets to optimizing your retirement and investment strategies with our latest episode! Discover why solo 401(k) might outshine SEP IRAs for self-employed physicians, especially if backdoor Roth conversions are on your radar. We'll also guide you through the critical decision-making process around contributing to 457(B) plans, dissecting …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Steps to Investing mini-series – Episode 1
27:57
27:57
Play later
Play later
Lists
Like
Liked
27:57
In today’s episode Greg and Colin start a new mini-series on the 12 steps to better investing. Starting with Active vs Passive, the science of investing, and Stock Picking. Enjoy the show!By The CM Group
…
continue reading
![Artwork](/static/images/128pixel.png)
1
VirTra, Inc. (NASDAQ: VTSI): Global Provider of Judgmental Use of Force Training Simulators and Firearms Training Simulators
55:58
55:58
Play later
Play later
Lists
Like
Liked
55:58
My guest on the show today is John Givens, CEO of VirTra (NASDAQ: VTSI). VirTra is a global provider of judgmental use of force training simulators and firearms training simulators for the law enforcement, military, educational and commercial markets. The company’s patented technologies, software, and scenarios provide intense training for de-escal…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
InvestTalk 7-9-2024 – Can Quant Funds Steady Your Portfolio in Volatile Markets?
47:00
47:00
Play later
Play later
Lists
Like
Liked
47:00
It can be unclear whether quant mutual funds can effectively diversify portfolios and generate income during periods of market volatility. While quant strategies have historically performed well in volatile environments, their ability to consistently deliver stable income is less certain. Today's Stocks & Topics: COP - ConocoPhillips, QCOM - Qualco…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
GE Vernova Lawsuits, BP Renewables, Maersk Supply Service Acquired
31:38
31:38
Play later
Play later
Lists
Like
Liked
31:38
GE Vernova is suing SKF USA for $386 million over failing bearings, and American Electric Power (AEP) is suing GE Vernova for wind turbine failures. WUPROHYD is looking to combine wave, solar, and wind power generation into a single floating structure, potentially revolutionizing offshore renewable energy production. BP’s CEO is moving company focu…
…
continue reading