Best Privatewealth Podcasts (2024)

1
Equity Edge: Strategic Insights on Private Equity Investing with Wrug Ved 25:21

9d ago25:21

25:21

Despite concerns around illiquidity and transparency, private equity’s impressive returns have made it increasingly popular with individual investors. Find out why in this in-depth discussion with Bernstein’s Wrug Ved. For more detail, read our white paper Private Equity: The Missing Pillar in Your Portfolio? Note to All Listeners: The information …

1
Wealth and Well-Being: Navigating the Complex Relationship Between Wealth and Mental Health Issues 26:17

23d ago26:17

26:17

Studies have shown that children and teens from affluent families are at greater risk for substance abuse and mental health issues like depression and anxiety. Learn how expert Arden O’Connor and her colleagues help families of wealth plan and implement successful approaches to navigating a family member’s mental health or addiction challenges. To …

1
Branching Out: Challenges for Banks Present Opportunities for Investors 20:04

1M ago20:04

20:04

Bernstein Senior Investment Strategist Ben Goetsch joins host Stacie Jacobsen to discuss recent developments in the banking industry, from proposed stricter capital requirements to expanding opportunities in private credit. For more detail, read Ben’s white paper, “Banking on Opportunity.” Note to All Readers: The information contained here reflect…

1
Calm and Collected: Expert Advice for Protecting the Value of Personal Collections 22:38

2M ago22:38

22:38

Do you collect? Whether it’s wine, watches, cars, art or baseball cards, a collection driven by passion can have significant value. Listen for insights on sound financial practices around collectibles from expert Colleen Boyle. For more detail, read our white paper, Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer Note to All …

1
Higher From Here? An Updated 2024 Market Outlook with Matt Palazzolo 14:49

2M ago14:49

14:49

Stocks soared to record highs in the first quarter. What can we expect from the rest of the year? Bernstein’s Matt Palazzolo offers expert insights. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein…

1
The Great Wealth Transfer: An Inflection Point for Women Investors 20:16

3M ago20:16

20:16

Women are gaining control of more assets and increasingly taking the reins on financial planning. Hear the latest insights on empowering women investors from Bernstein’s Kara Lewis and host Stacie Jacobsen. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are …

1
Shifting Sands: How Investors Can Find Their Footing in 2024 23:20

3M ago23:20

23:20

The Magnificent 7 dominated 2023’s equity returns, but what sectors and themes should investors look to in 2024? Bernstein’s Shri Singhvi shares his perspective on where the market is heading. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of…

1
Flourishing Families: Jay Hughes on the True Meaning of Wealth 27:49

4M ago27:49

27:49

Family governance expert Jay Hughes has spent decades helping families preserve their wealth and position younger generations for success. He joins host Stacie Jacobsen for an insightful conversation you won’t want to miss. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources…

1
Powering Progress: Insights on AI from Investment Strategist Roosevelt Bowman 13:54

4M ago13:54

13:54

Stacie Jacobsen welcomes Bernstein Senior Investment Strategist Roosevelt Bowman, who draws on his background in data science to explain what it takes to create workable AI models and what investors should look for when evaluating AI initiatives. To hear the July 2023 conversation with Lei Qiu referenced in this episode, click here or scroll in you…

1
Deep Dive into Debt: Exploring the Deficit’s Economic Impact with Eric Winograd 17:55

5M ago17:55

17:55

Bernstein's Chief Economist Eric Winograd joins host Stacie Jacobsen for a look at U.S. fiscal policy. They discuss the potential costs of running large deficits and accumulating mounting long-term debt in the U.S. and elsewhere. For more context on how the U.S. dollar’s reserve currency status could be affected by the national debt, listen to the …

1
What’s in Store in ’24: Market Outlook with Matt Palazzolo 11:38

5M ago11:38

11:38

Bernstein's National Director of Investment Insights Matt Palazzolo joins host Stacie Jacobsen to recap 2023’s market developments and provide insight into how 2024 could play out. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of…

1
Keeping the Peace: Conflict Coach Jane Beddall on Making Wealth-Related Family Discussions More Harmonious 18:04

6M ago18:04

18:04

With holiday family gatherings right around the corner, an expert shares insights on communicating effectively around questions of wealth. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. make…

1
Best Foot Forward: Founder Justin Schneider Shares Insights on the Company’s Values-Driven Success 25:09

7M ago25:09

25:09

Justin Schneider of Wolf & Shepherd offers his perspective on building a successful business aligned with personal values. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representat…

1
Putting the “Effect” in Effective Philanthropy: How to Make the Most of Your Giving, with Alison Morse and Phil Buchanan 24:09

7M ago24:09

24:09

Stacie Jacobsen welcomes National Philanthropic Trust’s Alison Morse and the Center for Effective Philanthropy’s Phil Buchanan, who offer insights on the urgent need for giving and the best ways to do it. For more information on end-of-year giving, take a look at our philanthropic team's blog post: https://www.bernstein.com/our-insights/insights/20…

1
Taking Stock: Bernstein’s Matt Palazzolo Assesses the Impact of Recent Events 15:25

8M ago15:25

15:25

Bernstein Senior Investment Strategist Matt Palazzolo joins host Stacie Jacobsen to discuss where the financial markets may be heading as 2024 approaches. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBer…

1
Strike While Hot: A Summer of Labor Action Continues Into the Fall, While Beyoncé, Taylor Swift, And Barbie Fire Up the Economy 20:00

8M ago20:00

20:00

Bernstein’s Chief Economist Eric Winograd joins Stacie to talk about why he updated his economic forecast on account of Taylor Swift (see his recent blog post here: https://www.alliancebernstein.com/corporate/en/insights/economic-perspectives/barbie-beyonce-taylor-swift-and-the-economic-outlook.html), and the long-term outlook in the context of rec…

1
Removing Barriers: Brandon Nicholson Explains How the Hidden Genius Project Expands Opportunities for Black Male Youth 20:37

9M ago20:37

20:37

What if every young Black boy in America were encouraged to believe in their own hidden genius? Hear from the CEO of a nonprofit striving to make that goal a reality. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast.…

1
Clearing a Path: The Critical Need for Clarity of Purpose in Succession Planning 25:58

9M ago25:58

25:58

Stacie Jacobsen, Deacon Turner, Ben Berger and Champ Rawls discuss the need for clarity of purpose in succession planning, and the steep risks of failing to clear a path for the next generation. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as …

1
Going Long: NFL Veteran Kyle Rudolph on Building a Legacy of Giving 22:23

10M ago22:23

22:23

Two-time Pro Bowl tight end Kyle Rudolph shares valuable insights on succeeding in sports, business, and charitable giving. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representa…

1
Bond Ambition: Why There's Never Been More Opportunity In Municipal Bonds 19:31

11M ago19:31

19:31

Bernstein Muni Bond Portfolio Manager Daryl Clements explains why now might be the right time to invest in municipals. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations…

1
Rethinking the Prenup: Planning for Happily Ever After 22:11

11M ago22:11

22:11

Contrary to popular belief, pre-nuptial agreements are not just about divorce. Our guest explains how marital agreements can ease potential tensions over finances. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. Al…

1
Turning Point: The Transformative Potential of AI 19:04

12M ago19:04

19:04

ChatGPT has captured the imagination of the public. What's next in AI? How should investors evaluate the business prospects of AI-related ventures? Hear from Lei Qiu, portfolio manager of Alliance Bernstein International Technology Fund and AB Disruptors ETF. Note to All Readers: The information contained here reflects the views of AllianceBernstei…

1
Creating Clarity: An Invaluable Gift to Your Loved Ones 23:38

12M ago23:38

23:38

While 68% of Americans agree that it’s important to make end-of-life plans, only 35% have done so. With legal, medical, financial and legacy decisions at stake, it's essential to communicate your wishes to your loved ones and trusted advisors. Our experts explain why. Note to All Readers: The information contained here reflects the views of Allianc…

1
Generational Success Through Family Governance 25:47

1y ago25:47

25:47

Family governance is a written and agreed-upon framework for communication and decision-making between family members who have shared assets over generations. That sounds simple, but it often involves considerable negotiation and agreement between everyone. When is the time right to put such a roadmap in place and why? We welcome special guest Moll…

1
Overcoming Adversity: Michael Oher’s Life and Mission 17:02

1y ago17:02

17:02

The rumors are true: Super Bowl Champion and subject of the Oscar-winning film "The Blind Side," Michael Oher, wore the same white t-shirt to school every day of his 8th-grade year. Today, Michael's childhood spent overcoming the effects of extreme poverty and homelessness keeps his purpose clear. As Founder of The Oher Foundation, Michael's missio…

1
Control the Controllable 16:56

1y ago16:56

16:56

How we plan for our financial future and that of our loved ones is no easy task, and this is an area where one size definitely does not fit all. While too little planning is clearly an error, so is over-planning. And what tax considerations need to be taken into account? We hear from Tara Popernik, Bernstein’s Director of Research for the Wealth St…

1
Why Impact Investing is a Critical Win-Win 38:36

1y ago38:36

38:36

Why are market failures an optimal use of capitalism to inspire innovation? Priya Parrish, partner and CIO of Impact Engine, a women-owned venture capital and private equity firm, joins James and Maci to discuss the importance of impact investing and the significance of the rewards society gains when solving for critical needs. Carlos Orantes, CEO …

1
The Cost of Cash 18:08

1y ago18:08

18:08

Cash has come back into favor after the market turmoil and negative stock returns in 2021. Is this wise, particularly in the light of the latest banking bankruptcies? Or are there other alternatives which offer better returns and only slightly higher risk? We are joined by Maura Pape, who is a Senior Investment Strategist at Bernstein to tell us ab…

1
Opportunity Knocking: Commercial Real Estate 9:10

1y ago9:10

9:10

The acute phase of banking sector turmoil may be behind us, but some investors wonder if there’s another shoe waiting to drop. Could commercial real estate add to the stress—or is it an up-and-coming opportunity? On this bonus episode, Dipak Patel, Managing Director of Commercial Real Estate at AB, weighs in. Note to All Readers: The information co…

1
The Active Advantage: Tax Benefits with ETFs 16:22

1y ago16:22

16:22

The active ETF space has grown by leaps and bounds in recent years. This is partly due to changes in regulation, making it easier and smoother to create ETFs, but the big attraction of active ETFs is they are considerably more tax efficient than comparable instruments like mutual funds. In this episode, John Mclaughlin, National Director on the Tax…

1
Gregory Robinson’s Mastery of the Balance Between Science and Art 29:43

1y ago29:43

29:43

Sometimes it is rocket science. In 2018, decades into his 33-year career at NASA, Gregory Robinson was asked to lead the James Webb Space Telescope Program to get it over the goal line. Gregory's rise from sharecropper parents in Virginia to segregated schooling in the 1960s to becoming the Webb Space Telescope's program director and the 2022 Time …

1
Investing in the Future of Clean Energy 17:44

1y ago17:44

17:44

AllianceBernstein recently purchased CarVal, an alternative investment manager with established expertise in clean energy markets. In this episode, Host Stacie Jacobsen first talks to Co-Head of Investment & Wealth Strategies and Host of our Women and Wealth podcast Beata Kirr about this exciting alternative investment. Then we hear Beata's intervi…

1
Silicon Valley Bank and the Future of Regional Banking 11:15

1+ y ago11:15

11:15

This week we bring you a bonus edition about the Silicon Valley Bank collapse and its wider implications. We talk with National Director of our Core and Alternative Fixed Income efforts Todd Buechs to explain the why behind what happened plus more. Note: This episode was recorded on March 14th. Note to All Readers: The information contained here re…

1
A Fresh Perspective with Jaime Schmidt 21:52

1+ y ago21:52

21:52

On today's episode Senior Managing Director Brian Haloossim is our Guest Host and sits down with entrepreneur Jaimie Schmidt, Founder of Schmidt's Natural and Color Capital. Her story is remarkable. She started making personal care products in her kitchen in 2010 and seven years later was selling those products to over 30,000 retailers in 30 differ…

1
A National Champion for Women Entrepreneurs 32:54

1+ y ago32:54

32:54

Natalie Madeira Cofield is a Fortune 500 Small Business Advisor, an award-winning entrepreneur, a women’s empowerment advocate, a philanthropist, and a national changemaker. In 2021, Natalie was appointed Assistant Administrator for the Office of Women’s Business Ownership, making history as the highest-ranking Black woman in the Biden-Harris Admin…

1
Risk vs Return: Growth 21:55

1+ y ago21:55

21:55

Continuing our discussion of income-based alternative investments, in this episode we turn our attention to growth assets - specifically private equity. The latter is attractive for one big reason: returns habitually outperform public markets. But investors have to be comfortable with features unique to this market such as a long lockout period and…

1
Risk vs Return: Income 18:53

1+ y ago18:53

18:53

Given the sub-par performance of major and traditional asset classes, and the profound uncertainty of the 2023 outlook, it might now be the time to look at alternative investments. Here at AB, we divide this world into four sub-groups: direct lending, real estate, hedge funds and private equity. We'll be looking at the income segment of this area o…

1
Waikinya Clanton’s Mississippi: The Land of Opportunity 34:22

1+ y ago34:22

34:22

“What are you really moving and shaking if you can’t move and shake for your own home?” Waikinya Clanton, Executive Director of Mississippi’s Southern Poverty Law Center, poses this as she discusses her move away from a national rise in politics in DC to her choice to return home to Mississippi and put her skillset to use there. Waikinya’s inspirin…

1
Crypto Winter, or Crypto Spring? 22:38

1+ y ago22:38

22:38

The collapse of FTX underscored some of the major fault lines in the world of crypto assets. Yet institutional involvement in the space is increasing. Bernstein’s Senior Research Analyst Chris Brigham and AllianceBernstein’s Head of Taxable Bond Trading Sasan Doroudian join host Stacie Jacobsen on the latest episode of The Pulse to talk us recent d…

1
Macro Outlook 2023 20:45

1+ y ago20:45

20:45

After a couple of distinctly volatile years in financial markets that have stressed investors, can we look forward to better times in 2023? As inflation continues to be the dominant determinant of markets and the Fed strikes a hawkish posture, is there any possibility we will avoid a recession? Bernstein Research's Senior US Economist and Strategis…

1
School is in Session with Professor Kezia Williams 36:26

1+ y ago36:26

36:26

Kezia Williams is an author, entrepreneur, and the CEO of The Black upStart—an organization that has trained nearly 500 Black entrepreneurs to become job creators and asset owners. How can we establish patterns of profit generation and wealth acquisition? Kezia’s culturally relevant Black wealth blueprint teaches how to break counterproductive fina…

1
Changing the Trajectory: Best of 2022 30:41

1+ y ago30:41

30:41

Today we're featuring our best of 2022 highlight reel! Listen for passionate takeaways and calls to action from the legendary "Olivia Pope of Silicon Valley," Jotaka Eaddy, and acclaimed CNN anchor Zain Asher. Brandon Andrews—entrepreneur and leader of a nationwide casting tour for Shark Tank—shares invaluable knowledge. And prepare for a Master (P…

1
Actively Black Is Not Just an Apparel Brand, It’s a Movement 33:17

1+ y ago33:17

33:17

“There’s nothing passive about it,” says trailblazing entrepreneur Lanny Smith of his premium athleisure brand, Actively Black. Since its inception in 2020, this mission-based brand has operated with the clear intention of reinvesting back into the Black community by advocating for social justice, health, and wellness from within. With the Obamas, …

1
Creating a Digital Empire for Good 19:19

1+ y ago19:19

19:19

Media mogul Anu Bhardwaj is reaching millions of women in emerging markets with her new app, Sheqonomi. Will digital wallets put 2 billion women on the board? Sheqonomi centers women in emerging markets as a platform designed for women globally to listen, learn and earn. A fierce founder and a global influencer, Anu is ensuring that women worldwide…

1
The Evolution and Controversies of ESG Investing 33:10

1+ y ago33:10

33:10

Purpose-driven (or "ESG") investing is in the news every single day. What's led to the sharp rise in assets and interest in purpose-driven strategies and what controversies have emerged along the way? Bernstein National Director of Purpose-Driven Strategis, Travis Allen, joins The Pulse to discuss. Note to All Readers: The information contained her…

1
The Lower East Side Girls Club of NY: A "Dream Incubator” 30:55

2y ago30:55

30:55

“Who runs the world? Girls!” Beyonce knows it, and so does the Lower East Side Girls Club. Today James and Maci speak with co-executive director Ebonie Simpson about her disruptive non-profit connecting young women of color in New York City to bright futures. How? Through free, year-round, innovative programming and mentoring. The LESGC’s 40,000-sq…

1
What Can Investors Learn from Corporate Earnings? 18:55

2y ago18:55

18:55

Do corporate earnings look like we're in a recession or not? What sectors are outperforming others, fundamentally and in the market? Has the value and growth rotation run its course? Bernstein Research's Senior US Quantitative Analyst, Ann Larson, joins The Pulse to share the key takeaways from the most recent quarterly earnings season and the outl…

1
In Our Communities: Activating a Local Shark Tank Effect 35:49

2y ago35:49

35:49

How can we create a Shark Tank effect within our local communities? Entrepreneur, investor, and leader of a nationwide casting tour for ABC's Shark Tank, Brandon Andrews, joins us with concrete answers. Brandon inspires people of color to believe in their ability to start and grow a business, have the capital and resources necessary to take their i…

1
Bernstein's 2022 Mid-Year Outlook 32:13

2y ago32:13

32:13

After a rough first half of the year for most markets, our Co-Heads of Investment Strategy, Beata Kirr and Alex Chaloff, join The Pulse to lay out our perspective on where we stand and what may come in the second half of the year and into 2023. Will there be a recession? Will inflation ease? What should investors do? Note to All Readers: The inform…

1
Uniting to Support the Quest to Amplify Diverse Voices 36:27

2y ago36:27

36:27

How do we democratize who can support BIPOC plays and creatives? Venture capitalist and founder of Wocstar Fund and the Wocstar Foundation, Gayle Jennings O’Byrne, joins acclaimed producer and CEO of SimonSays Entertainment, Ron Simons, to discuss key answers. Learn how the Wocstar Foundation empowers everyday people to participate in and support t…

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