Expert Training & Management | Agile Product Management and Scrum
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Since 2007, Ricardo Vargas publishes the 5 Minutes Podcast where he addresses in a quick and practical way the main topics on project, portfolio and risk management.
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Welcome to the Modern Stock and Options Trading Show. This is the podcast where portfolio manager and professional investment educator, Russ Mathews, shows you how to trade with an edge in today's markets. To powerfully BOOST your portfolio and manage the downside risk.
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The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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The Dion Guagliardo Podcast is a show that brings on Australian business people, leaders and innovators from a variety of industries to discuss entrepreneurship, work ethic and how they achieved success
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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A short informal podcast on the management of projects, project management and how you and your company can manage projects better, leadership and how business, business management and projects can integrate to get better value for your business from your projects …… while walking the dog. It’s here to help, hopefully entertain but not to tell you how to do your job, just give you the ideas, thoughts, tips. For more details or help with your projects and management of project get in touch, s ...
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The ultimate guide to ETF investing for Canadians. Hosted by Justin Bender of PWL Capital.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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DrugPatentWatch serves leading companies ranging from biopharmaceutical R&D to healthcare delivery, and has been cited by CNN, NEJM, Nature Journals, and many other leading publications. Use cases for the DrugPatentWatch platform include: - Branded pharmaceutical global business intelligence and forecasting - Generic drug and API manufacturer portfolio management - Wholesalers preventing overstock of off-patent drugs - Healthcare payer formulary management and budget management
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Ready to build your real estate empire… but not sure where to begin? Think of us as your personal trainer. From detailed breakdowns of real-world deals… to one-on-one coaching sessions and a warm, welcoming community… hosts Ashley Kehr and Tony J Robinson bring on a wide range of guests to tackle the “newbie” questions you've wondered about but might be afraid to ask. Looking to 10X your real estate investing business this year? This show isn’t for you. Looking for your first, second, or thi ...
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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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In this award winning podcast, a team of hosts from Waverton are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
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A look at issues affecting the bank and insurance securities community
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These Portfolio Manager (PM) audio commentaries provide timely "soundbytes" of information on the current market and Manulife's range of mutual funds.
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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Hi, I'm Jon, and this is a series of short articles called "Tales from a Portfolio Manager". I help people in corporates plan technology across teams. so you could be someone with a portfolio - of clients, projects, services or a backlog of features and you have to manage them across a wide variety of teams to achieve any number of goals. I have been doing these roles for over 20 years for many corporates and I have a few tales to tell. The best thing I can do for you is to encapsulate that ...
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Welcome to 'Mastering Agility,' the podcast where we explore the dynamic world of agility in business, technology, and personal development. In an ever-evolving landscape, agility is not just a buzzword; it's a mindset, a strategy, and a way of life. Join us as we dive deep into the principles of agile methodologies, uncovering the secrets of Scrum, Kanban, Lean, and beyond. But we don't stop there. We'll also investigate how businesses can adapt and thrive in today's fast-paced world, shari ...
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Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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This is MoneyWise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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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.
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Learn the keys to multifamily real estate investing success from our veteran asset managers and real estate experts. Join Pat each week and learn how to earn cash income and create wealth with a secure, stable multifamily real estate investment. Don’t forget to catch up on past seasons of Multifamily Real Estate Investing presented by Mara Poling. Check out The Learning Center at MaraPoling.com to register for live webinars taking a deeper dive into all these great subjects.
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Transforming 4PM through: Integration to Deliver Value! The 4PM Podcast is the newest platform in the UrukPM Outreach Trio. The outreach trio includes the Applied Project Management YouTube Channel, the Applied Project Management Blog Site, and the 4PM Podcast. We will use these three platforms in an integrated way to provide maximum flexibility and benefits to our community. In these podcast episodes, we will discuss various topics related to 4PM. In this context, 4PM refers to project, pro ...
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Delivering real project management insights from experts and industry leaders from around the world. The podcast is sponsored by Cora Systems providers of enterprise project and portfolio management solutions and services to government agencies and large-scale global organizations. To see how Cora can help your organization visit corasystems.com
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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Each week, John Casmon speaks with real estate pros and marketing specialists to provide useful tips for multifamily investing. Listen and learn insights for market research, finding deals, attracting capital, and growing your portfolio.
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Gain critical career and life insights from the most inspirational members on Wall Street Oasis. Detailed advice around recruiting, interviewing, networking and "day-in-the-life" segments. Even those who've "made it" usually didn't follow a straight path. Join us to hear of the twists and turns of successful professionals across investment banking, private equity, hedge funds, management consulting, prop trading, asset management and more!
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Property management is an ever-changing field that seems to evolve just when you think you have a solid grasp on it. That’s why it’s imperative to stay informed and pivot along with the industry. Rent Manager's Beyond Rent is a brand-new bi-weekly podcast full of the latest trends, technology, and best practices affecting property management today. Hear from true trailblazers and agents of change from all walks of the industry─experienced owners, policy makers, smart-home innovators, and sen ...
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If Product Management and girl talk had a podcast baby, it would be named productmanagHER. After over a decade in Product Management and five years as a Product Management Instructor, your host - Blair Presley - is a full-time Product Management Career Coach who helps professionals to leverage their existing skills into new Product careers. Listen in to learn the secrets of the trade and the experiences of other women in Product to help you navigate your pivot into tech. If you're an existin ...
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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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Agile Ideas. Agility in thought. Agility in action. Where amazing things happen. Helping you think outside the box.
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Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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1
What Should A Good Financial Advisor Charge To Manage My Investment Portfolio? [Secret Sauce Ep9]
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Are you paying too much in investment fees and wondering how to optimize your investment portfolio? Are you unsure what a good financial advisor should be charging you or even how to choose a wealth manager? Discover how to lower your costs and maximize your returns in this episode! In this episode, Kyle Pearce from Canadian Wealth Secrets addresse…
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Disinflation to Deflation: What It Means for Portfolio Managers and Markets | The Daily Peel
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WSO Weekly Wrapup - Sign Up for the Newsletter Here The Daily Peel - Sign Up Here Join our Discord - Sign Up HereBy Wall Street Oasis
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Digitization of Portfolio Management and J.P. Morgan’s Vida Platform
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In this episode we hear from Gurps Kharaud, Global Head of Equities Digital Markets, and Franc Chioccola, Head of Vida Portfolio Solutions and a member of the same team, here at J.P. Morgan. Gurps and Franc run through the digitization of portfolio management, how investing client demands have evolved as a result, where banks and J.P. Morgan are st…
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How to Use “Asset Management” to Build Wealth (Even with a Small Portfolio!) w/Ashley Wilson
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You DON’T need to scale your real estate portfolio to start building wealth. Whether you own a single rental property or one hundred doors, the size of your portfolio isn’t as crucial as your ability to manage it. Today’s guest is bringing you a masterclass on a fundamental skill that new investors often overlook—one that will help you get the most…
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#139 | Navigating Project Portfolio Management (PPM) Selection: Insights from Client Advocates
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Ever wondered how to seamlessly align client needs with the offerings of tech providers? Join us on this episode of Agile Ideas as we uncover the secrets of effective Project Portfolio Management (PPM) solutions. Recorded live on May 23rd as a Meetup, we delve into bridging the gap between business requirements and technological capabilities throug…
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1
Best Practices for Drug Patent Portfolio Management: Maximizing Value in Pharmaceutical Innovation
In the high-stakes world of pharmaceutical development, effective patent portfolio management can mean the difference between blockbuster success and costly […]SourceBy DrugPatentWatch
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How to Eliminate Owner Churn and Grow Your Portfolio
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Owner retention is a challenge with the average churn or attrition rate in the property management industry at about 25%. Even if you’re performing well, you can still lose clients because most owner turnover is caused by sales and not necessarily from a poor experience. There are many reasons why an owner may want to sell a property; therefore, an…
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Customer and Resident Retention Strategies You Can Use
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While customer and resident retention is a simple concept to understand, it’s not always easy to maintain in a competitive environment. Tom Clements of Pest Share joins the podcast to discuss strategies that business owners and property managers can implement to help retain their customers and residents. Setting expectations, understanding needs, a…
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Estate Planning – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with some basic estate planning techniques. The topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and Roth Conversions. Att…
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113: Headline News | Dissecting the TD Bank Scandal & More
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Breaking Down TD Bank's $2.6B Fine & The Canadian Banking Landscape In this episode of Barenaked Money, hosts Josh Sheluk and Colin White delve into TD Bank's recent $2.6 billion U.S. fine for anti-money laundering lapses in the States. They discuss how Canadian banks like TD operate in the U.S. market and the implications for their profitability a…
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1
What’s in Store for Back-To-School Spending?
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The back-to-school shopping season is one of the most important times of the year for both retailers and consumers alike. What are sales expected to look like against a backdrop of slowing economic growth? And are stores doing anything differently to attract shoppers? Join Matt Boss and Amanda Douglas from J.P. Morgan’s Department Stores and Specia…
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Gaining perspective on public and private equity
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In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.By J.P. Morgan Asset Management
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ITPM Flash Ep52 Trading the AI Bottleneck
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser dives deep into the current state of trading the AI theme, focusing on the potential of Astera Labs Inc. Despite the recent underperformance of its stock, which has halved since its IPO, Anthony explains why he belie…
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This Couple Built a 1200 Unit Portfolio in Retirement with Victoria and Marvin McGuire, Ep. 637
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Victoria and Marvin McGuire are real estate investors based in St. Petersburg, Florida, and co-founders of Heartsill Capital Partners. Starting their real estate journey in the early 2000s, they transitioned to larger multifamily investments to help people achieve financial freedom and build legacy wealth. Victoria, a seasoned real estate agent sin…
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Rookie Reply: House Hacking 101! Which Property to Buy & How to Scale Fast
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House hacking might be the easiest way to get into real estate. This beginner-friendly investing strategy involves little risk, works with several types of properties, and can cover your entire mortgage. But don’t just take our word for it—today’s guest host was able to build and scale his real estate portfolio using this strategy! Welcome back to …
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Why You Need To Re-Consider How You Are Using Your Capital Dividend Account [Secret Sauce Ep10]
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Are you making the most of your corporation’s retained earnings, or are you missing out on tax-saving opportunities using your capital dividend account? In this episode of Canadian Wealth Secrets, Kyle Pearce tackles a crucial topic for business owners: how to strategically use life insurance within your corporation and its capital dividend account…
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Market Recap: Key Takeaways from August's Volatility
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In this episode, John Zimmerman and Nadine Yang from our Equity Capital Markets team discuss the dramatic start to August across the global markets. They dive into key trends in the tech sector including AI's continued influence, robust private capital markets, IPO activity and more. This episode was recorded on Aug 19, 2024. This material was p…
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Watch the video version on YouTube. In this episode: The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. Equity risk premiums are low, and interest rate volatil…
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Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds
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In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…
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The Voice of Wealth: Defining a Career Path With Donna McNeely & Jacinda Norvell
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In this episode of the BISA Portfolio Podcast series "The Voice of Wealth," Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, and Donna McNeely, president of Kinecta Financial Management Company, discuss the intricacies of the wealth management career path and the challenges of recruitment and retention. Key takeaways fr…
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#80 Paul Roos - Sydney Swans Premiership Coach and Founder of Performance by Design
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In this episode, I interview AFL legend and Sydney Swans Premiership coach Paul Roos. Today, Paul is the founder of Performance by Design where he has successfully transposed the leadership and culture lessons he has driven through his sporting experiences and successfully delivered them to the corporate market. Beginning as a 16-year-old at Fitzro…
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Sorry to disappoint - this week's episode didn't survive post production. We will be back next week with a new episode. Thank you so much for your support.
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How To Retire With MORE Using Alternative Investments
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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Identity Theft Safeguards & Long-Term Care Options
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This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of different ETFs and the impact of interest rates on bond investments. He also delves into the importanc…
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Making $300K+ Profit Per Rental and Scaling FAST with “DADUs” w/Christian & Shannon Nossum
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Making a $300,000 profit from ONE rental?! Imagine how quickly you could reach financial freedom by raking in this amount of profit and reinvesting it into your real estate portfolio. There’s an investing strategy that allows you to take home six figures from a single sale, and today’s guests are going to share it with you! Welcome back to the Real…
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Why the Capital Gains Tax Increase in Canada Isn’t Your Biggest Tax Problem
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Does the increase in Canadian capital gains tax inclusion rate rolled out by the Liberal government have you wondering how this change will affect your investments and overall net worth? In this episode Canadian Wealth Secrets, we address the most common misconceptions related to Canadian capital gains tax inclusion rates and we unpack the recent i…
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Wealth Management Meets Retirement with Envestnet’s Sean Murray
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How to Not Ruin Your Kids with Your Wealth ft. Dr. Becky
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Worried that your wealth might turn your kids into spoiled, unmotivated adults? Dr. Becky’s here to show us how to raise resilient, grounded kids even when money isn’t an issue. She’s the force behind "Good Inside", often called the "millennial parent whisperer." With a clinical psychology background, and her own experience parenting young kids whi…
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How He Manages C-Class Properties from 500 Miles Away with Steven Weinstock, Ep. 636
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Steven Weinstock, Principal of WE Capital LLC, is a seasoned real estate professional with nearly two decades of experience. Since his first investment in 2001, Steven has built a diverse portfolio focused on multi-family assets, leveraging his strategic expertise to maximize property value and deliver consistent returns to investors. His commitmen…
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With power markets sparking increased investor interest, this episode explores the shifting competitive dynamics, global trading themes, and policy developments impacting further growth in the energy sector. Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to commodity traders Chris Wu and Suvad Kapic, about the evolutio…
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Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial aspects of retirement planning, including deciding how you will allocate new found time in retir…
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4 Properties in 4 Years and Saving $40K on ONE Deal by Doing This w/Joe Schmitt
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Can rookies find rental properties that cash flow in today’s housing market? Yes! But you may need to get creative. This investor made the numbers work by discovering extra income streams in his own backyard, making a cross-country move, and using artificial intelligence (AI) to find better deals! Welcome back to the Real Estate Rookie podcast! Joe…
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Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra shares valuable insights on navigating the stock market, emphasizing that it's a market of stocks with both winners and losers. He discusses his current outlook on various sectors, particularly retail and furniture, …
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#140 | Navigating Product Management with Adrienne Tan: Leadership Shifts, Strategic Insights, and Future Trends
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Do you know the key differences between Product Managers and Product Owners? In this episode, we promise to clarify this often-misunderstood distinction, especially within agile environments. Join us and our esteemed guest Adrienne Tan, co-founder and CEO of BrainMates, as she shares her in-depth knowledge on the evolving state of the product manag…
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Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement that the Free Application for Federal Student Aid (FAFSA) will not be available on the scheduled date of October 1 st . Topics covered during the podcast…
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Advancing Alternatives: Robyn Grew, CEO of Man Group
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Join Claudia Jury, Global Co-Head of Sales & Research at J.P. Morgan and Robyn Grew, CEO of Man Group, for a discussion on the intricate landscape of alternative investments. Robyn shares insights on the evolution of the alternatives market, the impact of increasing complexity on portfolio construction and the importance of technology in investment…
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Investing Strategies for Expensive Markets with Lior Rozhansky, Ep. 635
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Lior Rozhansky, an Israeli-born but Boston-raised real estate professional, found his passion for real estate during a "gap year" in management consulting before heading to medical school. After purchasing a few investment properties, he transitioned from consulting to real estate, applying his skills in analytics and organization to every transact…
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Rookie Reply: Preparing for a Market Crash, Ending Leases, & Building Teams
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As a new investor, a strong real estate team is crucial to your success—especially when you’re looking to land your first deal, complete your first rehab project, or invest out-of-state. In today’s episode, we’ll show you how to find investor-friendly agents, lenders, contractors, and other key players! Welcome back to another Rookie Reply! What sh…
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Private Credit in Focus: A Deep Dive into Direct Lending
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Join host Amaury Guzman and Jeff Bracchitta, Co-Head of Direct Lending, as they explore the rapid growth and future potential of private credit. This episode provides a comprehensive overview of the direct lending market, from its historical context to its current $1.7 trillion valuation. Gain insights into how J.P. Morgan is leading the charge in …
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What might the November elections mean for investment strategy?
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Watch the video version on YouTube. The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk t…
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Active vs. Passive Management in Asset Classes
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This episode focuses on various financial topics discussed by Certified Financial Planner, Chad Burton. He provides a market update, discussing the performance of different indices and the impact of interest rates on investments. Chad also delves into the debate between active and passive investing, particularly in the context of large-cap stocks. …
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This summer has been far from dull. Historically, August and September are weaker months for U.S. stock returns, but last week’s global market sell-off surprised investors with its severity. Since then, markets have staged a remarkable recovery. In our latest Perspectives podcast, Laura Künlen and Global Investment Strategists Kevin Gardiner and Vi…
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Fed Chair JPow's CPI Dilemma: Is a September Rate Cut Imminent? | The Daily Peel
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WSO Weekly Wrapup - Sign Up for the Newsletter Here The Daily Peel - Sign Up Here Join our Discord - Sign Up HereBy Wall Street Oasis
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In this episode, I interview Sophie Doyle, the founder of The Fable. The Fable is an e-commerce company specialising in women’s work fashion. Founded in 2015, Sophie has grown the brand into a multi million dollar business that operates internationally. Throughout the episode, Sophie speaks about the challenges she’s faced within the business such …
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My Personal Reply to a Thoughtful Critique About Advocating for AI in Project Management
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In this podcast, Ricardo addresses a skeptical comment about AI's impact on project management, specifically questioning whether AI will diminish the role of project managers and PMI's responsibility in shutting down AI. Ricardo emphasizes that neither he nor his colleague Antonio are pushing an AI agenda for profit. Instead, they believe in AI's t…
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