Investment Officer public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
Flirting with Models

Corey Hoffstein

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies. Join Corey Hoffstein, Chief Investment Officer of Newfound Research, on a journey to explore systematic investment strategies, ranging from value to momentum and merger arbitrage to managed futures. For more on Newfound Research, visit www.thinknewfound.com.
  continue reading
 
Artwork

1
TechSurge: Deep Tech VC Podcast

Celesta Capital | Deep Tech Venture Capital Firm

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business trends, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Email feedback and show ideas to [email protected]. Join us as we examine the next major tech cycle, uncover emerging global tech hubs, and analyze where VC investment d ...
  continue reading
 
Artwork

1
Modern Investing Podcast

Sidepocket Financial

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Welcome to the Modern Investing Podcast, sponsored by Sidepocket (www.sidepocket.com), where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"
  continue reading
 
Artwork

1
The Bid

BlackRock

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
  continue reading
 
Hey, I'm Chris Koerner - serial entrepreneur, business ideas addict, and your new ADHD business ideas best friend. I've started 75 businesses, with 10 of them being worth 7-8+ figures. I love startup ideas! Want to make money, grow a business, or just start a side hustle? You're in the right spot. This show covers: - Real-world growth hacking tips - Deep dives into cool business ideas and AI tools. - Simple business advice for small business & startups - Ways to make money with side hustles ...
  continue reading
 
Artwork

1
Morning Brew Daily

Morning Brew

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily
 
Morning Brew Daily, a daily talk show that covers the latest news on business, the economy, and everything else, with Neal Freyman and Toby Howell. Witty, informative and everything you need to start your day. Available on all podcasting platforms and Youtube.
  continue reading
 
How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
  continue reading
 
Raise your Income, investments, and life to the next level! Do you want to live life on your own terms? Financially independent people have assets that generate income greater than their expenses. We explore ways how people have increased their income and net worth to achieve financial independence (and how you can too).
  continue reading
 
The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence. Fi ...
  continue reading
 
Artwork

1
Modern Mentor

QuickAndDirtyTips.com

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
  continue reading
 
Artwork

1
Loans Elevated

The Lassig Team at CrossCountry Mortgage

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Top 1% Loan Officer Nationwide, Broch Lassig, is bringing you his knowledge of the industry, business tips, and real estate strategies along side TJ Heidenreich and Ryan King from The Lassig Team. So whether you are buying your first home, a loan officer yourself, or looking for your 3rd investment property, we have something for all of you. Helping you create wealth through homeownership.
  continue reading
 
Artwork

1
STRAT

Mutual Broadcasting System LLC

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
STRAT – Strategic Risk Assessment Talk, is a forum with a preparedness mindset. Mitigating risks, creating systems of prevention and recovery to deal with potential threats, and understanding the objectives of a Business Continuity Plan. This is the podcast for leaders who are committed to being prepared. The program is hosted by retired Marine Corps intelligence officer and strategic risk assessment professional Hal Kempfer and investment banker Mark Mansfield.
  continue reading
 
Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
  continue reading
 
Artwork
 
James Hickman is a West Point graduate and former intelligence officer who has had an extensive business and investment career spanning more than 25 years. James has traveled to 120+ countries on all 7 continents, and he has started, invested in, and acquired businesses all over the world, in sectors ranging from technology to agriculture to banking. Since he originally began writing under the pen name “Simon Black” back in 2007, James has accurately predicted many of the major trends and ev ...
  continue reading
 
Artwork

1
Tea and Crumpets

Will Brown and Adam Eagleston

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
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.
  continue reading
 
Artwork
 
We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.
  continue reading
 
Artwork

1
Afford Anything

Paula Pant | Cumulus Podcast Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
  continue reading
 
Artwork

1
Eden Exchanges

The Business Journey Podcast By Eden Exchange

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Franchising, business and investment insights from leading voices in the Australian market. Presented by Eden Exchange, a platform to buy and sell businesses, buy and sell franchises, or find an investor or an investment. Eden Exchange also provides targeted and integrated marketing and PR campaigns to sell your business to buyers in Australia and Overseas, find an investor or increase your franchise sales.
  continue reading
 
Artwork

1
Catalyst Pharmacy Podcast

RedSail Technologies

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
On the Catalyst podcast, we dive into current events that are shaping how pharmacists approach their patients and their business. Fuel your passion for pharmacy, one conversation at a time. Hosted by Mark Bivins, Chief Growth Officer, RedSail Technologies
  continue reading
 
For L&D leaders and the teams they support, every minute matters. This show gives you everything you need in only 20 minutes. Upskilling? Got it. Increasing employee retention? You bet. Industry trends? Oh yeah. Showing the ROI of learning? We got you. One podcast, practical real-world examples, unlimited learning. Presented by the team at Go1.
  continue reading
 
Artwork

1
Know Your Risk Podcast

Know Your Risk Radio

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily
 
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
  continue reading
 
Artwork

1
Money Meets Medicine

Doctor Podcast Network, Jimmy Turner MD

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can ...
  continue reading
 
Sustainability Wired plugs into the thinking that moves sustainable finance. Hosted by Lorenzo Saa, Chief Sustainability Officer at Clarity AI, each episode features candid conversations with leading investors, innovators, and sustainability experts about the real-world challenges shaping sustainable investing today. From the role of AI in investment decision-making to the future of regulation, we explore the ideas, tools, and trends that matter. Follow for fresh insights at the intersection ...
  continue reading
 
The Chief Strategy Officer Podcast brings you conversations with global executives who lead strategy to share their unique experiences in tackling complex challenges, navigating disruptive technologies, and driving impactful growth. The Chief Strategy Officer role can be lonely and misunderstood. In today's interconnected world, no single leader has all the answers. To learn more about how Outthinker's network of leading chief strategy officers can offer you time-saving solutions, trend insi ...
  continue reading
 
In an uncertain and rapidly changing world, Steve Forbes sits down with today’s leading business and economic minds to give listeners a better grasp of what’s ahead, and shares his own perspectives on the day’s most pressing issues.
  continue reading
 
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
  continue reading
 
Artwork

1
Compound Insights

CFA Society New York

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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.
  continue reading
 
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
  continue reading
 
A weekly open forum podcast where GLHP’s Principals discuss investing, real estate, and other current events. Please send any questions or feedback to [email protected] Housing Partners is a privately-held real estate investment company based in Los Angeles with a focus on the student housing and workforce apartment sectors. The firm was founded by Rohan Gupta and David N. Fong in May 2015 and as of February 2021 has assets under management with an estimated value of approximately $ ...
  continue reading
 
The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
  continue reading
 
Welcome to The Keith Andrews Podcast—a show about life, real estate, and business. Join Keith Andrews as he dives into real stories of resilience, success, and personal growth. Featuring inspiring guests from diverse fields, Keith uncovers the untold struggles behind their achievements, offering insights to help you live well, build wealth, and chase your passion. Whether you're a real estate investor or simply seeking motivation, this podcast delivers empowering conversations to fuel your j ...
  continue reading
 
Hall T Martin interviews angel and venture capital investors on how they invest and talks with CEOs who discuss their sector and what to look for. Hall T Martin also leads the Startup Funding Espresso series in which you can learn about startup funding and investing in the time it takes to have an espresso. https://investorconnect.org/
  continue reading
 
Artwork
 
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
  continue reading
 
Welcome to the Mobile Home Park Mastery Podcast where you will learn how to identify, evaluate, negotiate, perform due diligence on, finance, turn-around and operate mobile home parks! Your host is Frank Rolfe, the 5th largest mobile home park owner in the United State with his partner Dave Reynolds. Together, they also own and operate Mobile Home University, the leading educational website for both new and experienced mobile home park investors!
  continue reading
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our pro ...
  continue reading
 
Artwork

1
Sustainability Leaders

BMO Financial Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Sustainability is a rapidly evolving field, driven by billions of dollars in global investment. Join hosts Michael Torrance, Jonathan Hackett and others in this podcast series, as we introduce you to the innovative minds and diverse perspectives that are pushing the boundaries in sustainability good practice. With topics ranging from climate change to sustainable finance and green bonds to human rights and responsible investing, we explore the world of corporate sustainability through interv ...
  continue reading
 
Artwork

1
The Military Money Manual Podcast

Spencer Reese from MilitaryMoneyManual.com

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Military Money: Investing, spending, saving, financial freedom, and getting out of debt. Real world tactics and strategies for active duty, Guard and Reserve, military spouses, veterans, enlisted, and officers. The Military Money Manual Podcast is all about achieving financial independence while you serve in the US military. Spencer and Jamie, 2 Air Force officers, share everything you need to know to achieve your financial goals while you serve in our Armed Forces. Learn about Military Cred ...
  continue reading
 
Loading …
show series
 
Today, I welcome David Hrizak to The Gould Mine. David is the CEO and Co-Founder of The Streamline Companies, a vertically integrated commercial real estate firm with a focus on class B office and medical office investments. With nearly 30 years of experience, David breaks down why these asset classes are quietly outperforming - despite the media f…
  continue reading
 
Ashley Thomas didn’t wait for permission to take her next step—she made the decision to invest in herself. In this episode, she shares how she went from high school chemistry teacher to doctoral candidate, all while balancing work, life, and the emotional weight of the dissertation process. We talk about what it really means to bet on your future, …
  continue reading
 
Send us a text What do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more. 📈 Hear from industry leaders,…
  continue reading
 
Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …
  continue reading
 
This week on the Good Life Housing Partners Podcast, we celebrate our 200th episode—and America’s 4th of July—by exploring economic uncertainty, surprising policy shifts, and the future of real estate. The Fed’s Standstill David and Rohan dissect the Fed’s latest decision to hold rates steady. Is Powell missing the mark? Could Trump’s rumored “shad…
  continue reading
 
Are tariffs impacting inflation yet? The Consumer Price Index, also known as the CPI, in the month of June showed an annual increase of 2.7%, which was in line with expectations. Core CPI, which excludes food and energy, came in at 2.9% and was also in like with expectations. It was slightly above May’s reading of 2.8%, but given all the news aroun…
  continue reading
 
#626: A software programmer and an accountant walk into retirement planning. Are they being creative? Dr. Zorana Ivcevic Pringle, a senior research scientist at Yale University's Center for Emotional Intelligence, says absolutely. Pringle defines creativity as something that's both original and effective, whether you're solving an accounting proble…
  continue reading
 
Mark Wade leads strategy and investments at CAZ Investments, a Houston-based firm managing approximately $10 billion in assets. In this episode, we unpack the evolution of the alternatives landscape, the rise of evergreen funds, and what it means to lead with alignment—starting with $700 million of insider capital invested alongside clients.Mark gi…
  continue reading
 
Send us a text What’s the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade. You’ll hear powerful guidance on: Investing with authenticity and…
  continue reading
 
Episode 629: Neal and Toby chat about the Senate’s passing of a law that will cut federal funding for NPR and PBS. Then, CBS cancels 'The Late Show with Stephen Colbert'. Plus, tickets for Christopher Nolan’s upcoming film goes on sale…which doesn’t premiere until exactly one year from now. Meanwhile, Uber’s massive deal with Lucid Motors to expand…
  continue reading
 
Steve Forbes calls out Fed Chair Jerome Powell for "playing politics" on refusing to cut interest rates, which not only damages the economy but hurts the U.S. dollar. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  continue reading
 
Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com HoldCo Bros are back! In this episode, Nik and I dive into the power of zigging while everyone else zags. We break down the business behind The Flower Letters, a low churn $300K+ per month subscription built around physical mail and why this old school model is winning …
  continue reading
 
Control Points in Vertical SaaS Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Vertical SaaS is a great business model for startups to use. It focuses the product on one specific sector. This brings many advantages in funding, competition, application development, and more. A con…
  continue reading
 
On this episode of Investor Connect, we welcome Dr. Guy Cooper, MD, an orthopedic surgeon by training, who discusses his company's breakthrough treatment for bladder cancer, the world's most expensive cancer. Dr. Cooper explains that his company, Combat Medical, is seeking $2.3 million to close a $5 million investment round to further their innovat…
  continue reading
 
Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today’s episode, Meb, Wes & Srikanth sh…
  continue reading
 
In this STRAT with Hal Kempfer episode, we examine Ukraine’s bold new military and strategic initiatives that could reshape global warfare. President Zelensky has proposed two groundbreaking moves: a “Drone Megadeal” with the United States and an open invitation to Western defense companies to test cutting-edge weapons on Ukraine’s battlefields. Ha…
  continue reading
 
Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland. In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRo…
  continue reading
 
Message the Host In this episode, we sit down with Jake Martyn, CEO of Martyn & Co., to explore the unconventional path from content creation to multi-million dollar entrepreneurship - and how it led him into the world of alternative investing. Starting with Pokémon livestreams and evolving into a thriving collectibles empire, Jake's journey proves…
  continue reading
 
Bitcoin today is trading at around $120,000. If you’re willing to pay double the price, i.e. $240,000, please contact me immediately. I’ll happily sell you some of mine. Why would anyone do that? I don’t know. But that’s exactly what investors are doing when they buy shares in “Strategy,” formerly known as MicroStrategy. The company currently holds…
  continue reading
 
In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Scott Snow, CPA, Partner at ProVision, to explore the often-overlooked world of real estate tax strategy. Scott brings decades of experience advising high-net-worth individuals and family offices on maximizing deductions, managing passive losses, l…
  continue reading
 
Episode 628: Neal and Toby discuss the reports of Trump getting ready to tell Fed Chair Jerome Powell to pack his desk and skedaddle. Then, an executive order from the President may open up 401(k)s to private markets. Also, Ford is issuing another recall…seems to be a recurring issue. Plus, it’s Neal’s Numbers on the Labubu craze, air conditioning …
  continue reading
 
Why Invest in Vertical SaaS Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Vertical SaaS is a venture sector in the tech space. It narrows the scope of the startup to a single application. Vertical SaaS has many advantages as follows: It’s easier to position in the market and mes…
  continue reading
 
Steve Forbes warns Republicans and policymakers in general that the failure to confront the immigration crisis through a measured approach that protects Americans and bolsters the economy could cause far-reaching irrevocable damage. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sel…
  continue reading
 
Send us a text The media is still pushing fear. TikTok is full of bad advice. And most buyers are sitting on the sidelines, waiting for a “better time.” In this episode of Loans Elevated, we dismantle the 5 most common homebuying myths with real math, real market stats, and zero fluff. You’ll learn: Why “waiting for rates to drop” is a financial tr…
  continue reading
 
Today, I welcome Chris Prefontaine to The Gould Mine. Chris is the founder of Smart Real Estate Coach and one of the nation’s leading experts in creative financing strategies - acquiring real estate without using your own cash, credit, or traditional bank loans. After getting crushed in the 2008 financial crisis, Chris rebuilt his entire business f…
  continue reading
 
It’s “Crypto Week” on Capitol Hill with all sorts of crypto legislation on the docket— including the so-called GENIUS Act that aims to regulate stablecoins. I’m not sure the GENIUS Act is in fact genius, but it might be a pretty clever given its potential benefit to the Treasury Department and government bond market. On its surface, the bill aims t…
  continue reading
 
What if Berkshire Hathaway were built today, with the best of technology and long-term thinking baked into its DNA? That’s the question Matt Foran and his team at StoicLane are answering—by doing it.In this episode, I speak with Matt Foran, co-founder of StoicLane, a holding company quietly building one of the most interesting portfolios in private…
  continue reading
 
Send us a text Discover how top investors are navigating today’s complex markets and what’s driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility. They…
  continue reading
 
Episode 627: Neal and Toby dive into June’s inflation report where it underscores some of the risks of tariffs as prices ticked up ever so slightly. Then, Trump joins a big AI energy summit in Pennsylvania where Big Tech pledges big money to make the commonwealth state an AI hub. Also, the Emmy’s nominations are out, which gives a heat check on who…
  continue reading
 
Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com I sat down with Alex Boyd to talk about how a personal landscaping problem led him to uncover a wildly underserved niche forestry mulching. We broke down how he used YouTube content, keyword research, and Meta ads to dominate the market, all while running lean with just…
  continue reading
 
Raising an Inside Round Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Most startup fundraisers seek capital from outside investors who are new to the round. This brings new investors into the cap table. There are rounds in which the existing investors fund the startup. This is o…
  continue reading
 
Sign up here to receive Peter’s quarterly market webinar. ----- In this episode, we explore one of 2025’s most surprising financial trends: the significant decline of the U.S. dollar and the remarkable outperformance of international equities. Join host Peter Lazaroff as he breaks down exactly why the dollar weakened, how currency fluctuations dire…
  continue reading
 
In this episode of Money Meets Medicine, the host Dr. Jimmy Turner discusses some of his worst financial mistakes and what he learned from each mistake so that others don't have to do the same. Specifically, he discusses mistakes with student loans, Jimmy's journey leaving the white coat investor network after becoming one of the four original part…
  continue reading
 
#625: What do you do when you've reached financial independence? JL Collins says it depends entirely on your spending rate, not just your net worth. Collins joins us for part two of our conversation about what happens after you reach financial independence. He tackles the question of whether you should invest differently once you've "won the game."…
  continue reading
 
This week on the Good Life Housing Partners Podcast, markets stay calm despite tariff threats and Fed tension. David and Rohan unpack macro shifts, real estate fallout, and new tax legislation. Trump’s Tariff Blitz Over two dozen letters threaten tariffs up to 38% by August 1; markets shrug, but risks loom. Shadow Fed Chair Politics Fed members cla…
  continue reading
 
In this episode of The Financial Advisor Marketing Playbook, Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By reframing this regulatory requirement as a chance to connect with the next generation—especially the “alpha child” often listed as …
  continue reading
 
Episode 626: Neal and Toby dive into Bitcoin hitting another record high just in time for ‘crypto week’ in Washington. Then, Delta has a clever way to avoid import tariffs on new airplane parts, and they’re not the only ones doing it. Plus, Kraft Heinz is on its way for a break up after its doomed merger in 2015. Meanwhile, Toby talks about the tre…
  continue reading
 
Steve Forbes warns that lost in the endless conversation about tariffs is the issue of the tax wedge, a calculation that shows the real distance between a consumer and the ability to purchase a product, and how the new levies imposed by President Trump will create barriers to business. See Privacy Policy at https://art19.com/privacy and California …
  continue reading
 
Using Rule 701 To Issue Equity to Employees Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In a startup, it’s helpful to compensate employees with company stock. Most companies use stock options. Rule 701 gives the startup the ability to issue equity to its employees. This works …
  continue reading
 
In the first half, we look at the OBBBA, and what its passage may mean for investors, as well as for the government’s balance sheet. Debt from baseline projection of 154% of GDP to upwards of 200% of GDP with the OBBBA. Deficits from around 6% of GDP to over 7% with the OBBBA. Despite the ballooning deficits and debt, markets are celebrating the pr…
  continue reading
 
Change and success live on a dial, not a switch. And when we’re only looking for complete overhauls, we miss the signals we’re achieving something new. Missing those signals can cause us to miss out on progress. That’s where the Ladder of Impact comes in. Modern Mentor is hosted by Rachel Cooke. A transcript is available at Simplecast. Have a quest…
  continue reading
 
**Audio Episode Description:**In this episode of the *Next Level Income Show*, host Chris Larsen sits down with Eli Facenda, founder of Freedom Travel Systems, to uncover how you can travel like a millionaire using credit card points—without spending more money. Learn the secrets behind optimizing your credit, choosing the right cards, and turning …
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play