Best Institute Of Trading And Portfolio Management Podcasts (2024)

1
2147: Maximizing Real Estate Tax Benefits - Leveraging Real Estate for Maximum Savings 30:15

2d ago30:15

30:15

Today, Jason is interviewed with Easy Pay Direct founder, Brad Weimert. Jason gives tremendous insights in Real estate investment. It offers significant leverage and tax benefits, especially through depreciation. Depreciating the structure on residential property over 27.5 years or 39 for commercial, allows you to treat it as a loss for tax purpose…

1
How to Get a Free Lottery Ticket & Financial Security Blanket: A Deep Dive Into Critical Illness Insurance 53:19

2d ago53:19

53:19

Imagine you were able to pay each month for a lottery ticket that would pay out a large sum of money to support you financially in the event that you became critically ill over the next 15, 25, or even 50 years and if you are lucky enough to never need that large sum of money, you get all of your money back? While there are many rabbit holes to div…

1
Money Talks| Family-owned businesses 43:51

3d ago43:51

43:51

On Money Talks, Dr. Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives, are ready to answer listener questions about personal finance. On this episode, guests are George and Jason Hester of Navitas Wealth Advisors, who lead the discussion on family-owned businesses. Hosted on Acast. See aca…

1
Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them with Ricky Schneider of Fort Washington Investment Advisors 32:34

3d ago32:34

32:34

Today Rusty & Robyn are joined by Ricky Schneider, Vice President and Senior Portfolio Manager at Fort Washington Investment Advisors. He is responsible for the commercial mortgage-backed securities portfolios for both Western & Southern Financial Group and third-party institutional clients. Schneider joined the firm in 2019. Prior to Fort Washingt…

1
2146: Tax Talk: Understanding Cost Segregation and Other Key Strategies for Real Estate Investors with CPA Amanda Han 40:01

4d ago40:01

40:01

Jason discusses saving on taxes with returning guest CPA Amanda Han. He emphasizes the significance of taxes as life's largest expense and the benefits of real estate investment for tax savings. Jason highlights the record number of mortgage-free homeowners in the US, attributing the slight decline to increased investor interest in leveraging inves…

1
ITPM Flash Ep41 Higher for Wronger and Fake AI 13:54

4d ago13:54

13:54

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra looks into the implications of persistently high interest rates and evolving market dynamics. Raj explores everything from the Federal Reserve's shifting policies to unexpected behaviours in gold when compared to bot…

1
MSM Tier One Quality Index Review (April 11-18, 2024): Weekly Stats + Q&A Preview and Stocks to Watch at the Planet MicroCap Showcase: VEGAS with Maj Soueidan and Jan Svenda, GeoInvesting 1:02:11

5d ago1:02:11

1:02:11

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all t…

1
2145 FBF: Housing Starts, Equity Stripping & The Birthplace of Capitalism with Dr. Nima Sanandaji 42:24

7d ago42:24

42:24

This Flashback Friday is from episode 1028 published last July 18, 2018. Jason Hartman starts today's episode from Naples, discussing how, despite what you may think, the demise of America is greatly overstated when you start asking the question "Compared to what?". He also brings a morsel of hope to real estate investors, as housing inventory is s…

1
Why Are We Talking about Up-listing / Cross-listing / Delisting and Why Should We Care with Joe Lucosky, Managing Partner at Lucosky Brookman 54:54

8d ago54:54

54:54

My guest on the show today is Joe Lucosky, Managing Partner at Lucosky Brookman. You might take one look at this title and might not think this is for you; as an investor you might wonder why should you care whether a company decides to uplist, cross-list or even delist? What do these terms even mean? Why is the company wasting their time even cons…

1
2144: Behind the Numbers: Insights from Institutional Players on Real Estate Trends with Lance Lambert Part 2 35:43

9d ago35:43

35:43

Jason Hartman reflects on the three types of people in life: those who make things happen, those who watch things happen, and those who wonder what happened. Drawing on personal experiences, he emphasizes the importance of taking action and overcoming self-doubt to achieve success. Additionally, Hartman shares an intriguing chart illustrating the c…

1
Overcoming Your Entrepreneurial Impostor Syndrome, Self-Doubt and Negative Thinking 51:34

9d ago51:34

51:34

What if I was to tell you that all of the stress we feel in our lives is caused by our inner saboteur voices and our own negative thinking? What if I also told you that our own intentionally trained positive mindset actually cultivates our sense of peace, satisfaction, ease and flow? While many of us know that our own mind can have a massive impact…

1
98: Artificial Intelligence in Wealth Management 1:01:40

10d ago1:01:40

1:01:40

In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the application of AI in financial servi…

1
Money Talks | Useless Expenses 45:10

10d ago45:10

45:10

Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Germaine Flood, Step-In Host Topics Discussed: Looking into ways you can cut back on unnecessary or useless expenses burning a hole in your budget Email: money@mpbonline.org. Hosted on Acast. See acast.com/privacy for more information.…

1
Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market with Matt Brown of CAIS 33:38

11d ago33:38

33:38

Today Rusty & Robyn are joined by Matt Brown, Founder and CEO of CAIS. He has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and alternative asset managers can engage an…

1
2143: Navigating the Tight Resale Market: Lance Lambert's Expert Analysis on Housing Supply Dynamics Part 1 36:53

11d ago36:53

36:53

Jason sheds light on the shifting dynamics of commercial real estate, emphasizing the diminishing demand for traditional office and retail spaces due to remote work and online shopping trends. With insights on the retail apocalypse and industrial offshoring, the discussion highlights the enduring value of residential properties as an investment. Di…

1
Meir Statman: Balancing Wealth and Wellbeing 25:41

11d ago25:41

25:41

This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." The book explores making better decisions abo…

1
ITPM Flash Ep40 Let's Get High! 9:42

11d ago9:42

9:42

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen updates us on the success of the commodity themed trades he's mentioned previously and then moves on to talking about a different commodity: Cannabis! Ben explores the changing landscape for Cannabis at both societa…

1
2142 FBF: Doing Capitalism in the Innovation Economy, Reconfiguring the Three-Player Game between Markets, Speculators & the State with Bill Janeway 37:06

14d ago37:06

37:06

This Flashback Friday is from episode 1025 published last July 11, 2018. Jason Hartman starts off the show from Croatia discussing the difference in investing when there are private companies involved versus when the government is involved. With private companies you know what you're going to get, they're going to follow supply & demand and try to …

1
2141: The Shrinking Middle Class: Wealth Gap Strategies in a Shifting Economy 31:35

16d ago31:35

31:35

Jason examines the shifting dynamics of the U.S. economy, focusing on the contraction of the middle class and the widening wealth gap. While some portray the housing market with negativity, a closer look reveals a segment of the population making significant cash purchases. This trend underscores the importance of identifying and capitalizing on so…

1
Secrets to Selecting Your Financial Advisory Team For More Wealth and Less Income Tax 32:37

16d ago32:37

32:37

Are you overlooking the power of practical experience in financial advisory roles? Join Kyle and Jon as they share some Canadian Wealth Secret Sauce related to selecting the right guidance, evaluating solution providers, and navigating the complexities of client suitability in this week’s episode. In today's fast-paced and complex financial landsca…

1
Money Talks | Mastering Personal Finance 49:44

17d ago49:44

49:44

Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Kevin Farrell, Producer Topics Discussed: Personal finance topics people should make an effort to master Email: money@mpbonline.org. Hosted on Acast. See acast.com/privacy for more information.

1
MSM Tier One Quality Index Review (April 1-5, 2024): Weekly Stats, Classic InfoArb + $FTLF $TAYD $CRAWA $SGRP with Maj Soueidan and Jan Svenda from GeoInvesting 49:37

17d ago49:37

49:37

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We're trying something out here at Planet MicroCap, where on a weekly or bi-monthly basis, Maj and Jan will be hopping on the show to discuss recent performance of their Tier One Quality MicroCap Index, as well as the latest and g…

1
Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024 with Jason Mertz of AllianceBernstein 38:16

17d ago38:16

38:16

Today Rusty & Robyn are joined by Jason Mertz, Director and Fixed Income Investment Strategist at AllianceBernstein. Jason works extensively with the firm’s portfolio management, credit research and trading team to monitor and communicate portfolio positioning and analysis to clients around the US. Prior to joining AB in 2016, Mertz worked at Black…

1
2140: The Opposite is True: Discover Enemies & Allies by Efren Delgado 36:55

18d ago36:55

36:55

Jason shares a video of Barbara Corcoran sharing her insights on real estate amidst the pandemic. Despite widespread beliefs, housing prices continue to surge due to low inventory and high demand. Corcoran advises potential buyers to act quickly, emphasizing the enduring appeal of homeownership. Jason also touches on the economic potential of an ec…

1
ITPM Flash Ep39 The Big EV Trend 10:14

18d ago10:14

10:14

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser explores the auto industry's evolution towards electric vehicles (EVs), highlighting the rise of hybrid technologies due to slow EV infrastructure development and declining EV resale values. He notes the stock perfor…

1
Corporate Governance and due diligence in the EU: a step in the right direction? 25:27

19d ago25:27

25:27

Josina Kamerling and Leena Linnainmaa, Secretary General of Directors' Institute Finland, and Chair of ecoDa’s Advocacy Committee, have a conversation on the impact of the proposed new EU rules on corporate governance and due diligence on European companies and their board of directors.

1
2139 FBF: Mini Client Case Studies 28:28

21d ago28:28

28:28

Today's Flashback Friday is from episode 1001, published last May 16, 2018. Creating Wealth's 1001st episode is a time to take a look back at the people who have made this show possible, the listeners and clients. Jason has been blessed to have such great clients who come on the podcast to tell other listeners about their real estate journey. Today…

1
A New Perspective for Credit Investors 18:29

22d ago18:29

18:29

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Incom…

1
Byrna Technologies (NASDAQ: BYRN): Mission to Offer a Safe, Effective, Reliable Non-Lethal Alternative to Firearms 58:18

22d ago58:18

58:18

My guest on the show today is Bryan Ganz, President and CEO of Byrna Technologies, Inc. (NASDAQ: BYRN). Byrna is a technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions. I had actually met Bryan and interviewed him when they were known as Security Devices International, and s…

1
2138: Rising Above Foreclosures: Thriving in Challenging Economic Times 31:46

23d ago31:46

31:46

Jason Hartman discusses the inflationary cycle and its impact on investments, particularly real estate. He highlights the stickiness of certain economic factors like wages and shortage-induced inflation. Despite global staff shortages, he notes benefits for real estate investors due to inflation indexing and debt devaluation. Hartman emphasizes sel…

1
Should I Always Contribute To My RRSP To Minimize Income Tax? 40:37

23d ago40:37

40:37

Navigating the complex world of retirement savings in Canada and wondering if RRSPs are the right choice for you? This episode is crucial for anyone looking to secure their financial future in Canada. With RRSPs being a central part of retirement planning, understanding their nuances and tax implications is essential, especially given the ever-chan…

1
97: Talking Leadership with Felicity Walsh 48:36

24d ago48:36

48:36

In this episode of the [i3] Podcast, we speak with Felicity Walsh, Managing Director and Head of Australia & New Zealand for Franklin Templeton about leadership, fostering a great work culture, mentorship and lab coats. Enjoy the show! Overview of Podcast with Felicity Walsh, Franklin Templeton01:00 Hanging up the chemistry lab coat and safety spec…

1
Money Talks | Best of Episode April 2, 2024 49:44

24d ago49:44

49:44

Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, Producer Topics Discussed: The Best of Money Talks Email: money@mpbonline.org. Hosted on Acast. See acast.com/privacy for more information.

1
ToffCap’s Investing Universe, What’s Intriguing about Cannabis and Theses on ADF Group $DRX.TO and $DNO with @ToffCap 51:52

24d ago51:52

51:52

My guest on the show today is Toffcap - he's a fund manager and Editor of the Toffcap Newsletter on Substack, and @ToffCap on Twitter/X. We discuss a whole host of topics derived from both his newsletter and his posts on social media, including: Toff's criteria, what his investable universe looks like, what's intriguing about cannabis, as well as h…

1
ETFs: Their Impressive Growth and the Future of the Industry with Eduardo Repetto of Avantis Investors 39:57

24d ago39:57

39:57

As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive…

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