Best CAIA Podcasts (2025)

1
Archipel x CLVB: Vlad Caia 2:01:08

7d ago2:01:08

2:01:08

It's with great honor that we managed to get Vlad Caia, renowned Romanian artist, to join our series of sets. What he prepared for us is special as he had Carte Blanche to propose something edgy and not straightforward. This exploration is what we were hoping for, and we were delighted with the results.…

1
Episode 55: Bob Minter, CMT, CFA, CAIA 1:17:32

24d ago1:17:32

1:17:32

This episode of Fill the Gap features Robert "Bob" Minter, CMT, CFA, CAIA, Director of Investment Strategy at Aberdeen Investments. Bob discusses his career path, the importance of combining technical and fundamental analysis in commodities investing, and his practical approach to market signals and risk management. Bob talks about how shifting glo…

1
Episode 58: Profiling Market Strength with Julius de Kempenaer, CMT 1:31:55

3d ago1:31:55

1:31:55

In this episode of Fill the Gap, Julius de Kempenaer, CMT shares the story behind the creation of the Relative Rotation Graph (RRG), a data visualization tool that revolutionized how investors analyze relative strength and momentum across sectors and asset classes. The conversation highlights the importance of not just identifying what to buy, but …

1
123: Devon Drew, From Sales Exec at a Trillion Dollar Asset Manager to Founder of Tech-Enabled Sales Platform AssetLink on Why Fund Distribution Needs Disruption 54:13

6d ago54:13

54:13

You know those Wall Street movies where young, hungry salespeople make 500 dials a day? That was real life for Devon Drew. He built his career in distribution at some of the biggest asset managers in the world—including Vanguard—before walking away from it all to launch AssetLink, a tech platform designed to disrupt how fund distribution gets done.…

1
Open Enrollment 17:34

4d ago17:34

17:34

This week, Andrew and Mac break down how to use open enrollment as a financial planning opportunity. They cover what to look for in health, life, and disability insurance, and discuss how FSAs and HSAs can stretch your dollars further.

1
Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor 50:04

5h ago50:04

50:04

In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can shape global investment outcomes. Perth shares her journey from growing up in Beijing to moving to the U.S. at age nine, her…

1
122: Your Founder Is Stepping Back—Now What? | Story Snacks Series 6:50

13d ago6:50

6:50

The founder is retiring. The team is evolving. The story… gets archived? Not so fast. In this episode, Stacy shares what to do before you toss the origin story and how to transition from version 1.0 to 2.0 without losing the magic. Inside the episode: • Why “retiring the founder” ≠ “retiring the story” • How to pull legacy threads into your firm’s …

1
Archipel x CLVBS: Kike Mayor 1:03:12

3d ago1:03:12

1:03:12

Our buddy Kike Mayor, from Peru now in USA, dropped a super special set of colorful cuts, straight from a DJ set. Perfect to start the week, it can fit any moment of the day as it breezes its way into smooth or little intense, depending of your mood.By Archipel

1
Episode 57: Sunil Garg, CMT 1:13:35

18d ago1:13:35

1:13:35

This episode of Fill the Gap features Sunil Garg, CMT, Chief Investment Officer at Lighthouse Canton in Dubai. Sunil discusses the integration of technical and fundamental analysis in global markets, with a particular focus on the current AI-driven bubble and the evolving financial landscape in the UAE and emerging markets. The conversation highlig…

1
Thriving amid customer losses?! - The weird case of Yieldstreet 40:07

6d ago40:07

40:07

In this episode, George Aliferis explores the complexities and risks associated with high-yield investment platforms, focusing on Yield Street, now rebranded as Willow Wealth. Through personal investigation and a detailed case study, he uncovers how Yieldstreet’s business model potentially leads to significant losses for investors, despite attracti…

1
Episode 56: JC O'Hara, CMT 1:16:24

18d ago1:16:24

1:16:24

In this episode of Fill the Gap, JC O'Hara, CMT shares his journey from college to becoming Chief Technical Strategist at Roth Capital Partners, emphasizing the importance of combining technical and fundamental analysis for effective market strategy. He discusses lessons learned from surviving major financial crises, the value of timing in investin…

1
121: Chat Reynders, Co-Founder of a $4B RIA Reynders McVeigh on True Impact Investing, Differentiation, and Owning Your Story 1:05:42

20d ago1:05:42

1:05:42

Some RIAs slap ESG labels on products and call it impact investing. Chat Reynders has been doing it for real, since before it was cool. In this episode, Chat sits down with Stacy Havener to unpack the story behind Reynders, McVeigh Capital Management, the $4B firm he co-founded after starting his career… raising money for a whale documentary. Yes, …

1
Archipel x CLVBS: Shango 1:23:34

10d ago1:23:34

1:23:34

Our friend from Montreal, originally from Quebec city, is a DJ producer with a deep curiosity for digging rare tracks. Happy to support friends, he loves to pick obscure music and strange tunes for his mixes, which makes them original and mind-warping.By Archipel

1
Retirement Before and After 17:00

11d ago17:00

17:00

Mac and Andrew discuss the most impactful financial moves to make in the 6 months before and after retirement. Join them as they share seven practical steps for a smooth transition into your next chapter.

1
Archipel x CLVBS: Jessie Calistri 1:02:54

19d ago1:02:54

1:02:54

From Los Angeles, Jessie drops us a superb DJ set for her first collaboration with the label. We have been following her previous podcasts and with a tight selection and eclectic groove collage that are fitting urban scapes as well as waterfront, beach vibes.By Archipel

1
Archipel x CLVBS: Cosmide 1:11:07

12d ago1:11:07

1:11:07

Originally from France, Cosmide is now settled in Montreal and is a world traveler. Lucky enough to be a sound designer by day, he uses all his inspiration to make us dance and mentally travel.By Archipel

1
moox 1:02:38

14d ago1:02:38

1:02:38

Montreal based Moox is a producer and DJ that is passionate and devoted to music making. His influences are wide but always about deeper tones that requires introspection. His love for making people move pushes him to strive towards minimalism, yet dynamic. Photo by Martin Martz on UnsplashBy Archipel

1
Echoes of ETFs: The Coming Fixed Income Revolution 36:04

21d ago36:04

36:04

We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot mor…

1
120: Lon Stroschein, Founder of Normal 40 and best-selling author of The Trade, on Why High-Achieving Professionals Often Feel Unfulfilled and Want More From Their Story 1:16:18

27d ago1:16:18

1:16:18

Out of more than 100 episodes, this is the one that brought Stacy to tears. And once you hear it, you’ll understand why. Meet today’s guest, Lon Stroschein, founder of Normal 40, where he works with high-achieving professionals who look successful on the outside but feel stuck on the inside. In this episode, he and Stacy talk about: His backstory –…

1
Archipel x CLVBS: Youg Liveset 1:00:22

17d ago1:00:22

1:00:22

Our buddy Youg, originally from France but now based in Montreal, drops a live set with his latest explorations. With a background in electroacoustics, strong interest in field recordings, Youg combines it all in an original trip.By Archipel

1
Episode 54: Stephen Suttmeier, CMT, CFA 1:06:48

1M ago1:06:48

1:06:48

This episode of Fill the Gap features Steve Suttmeier, CMT, CFA, Chief Equity Technical Strategist at Merrill Lynch. Steve shares his journey from aspiring medical student to technical strategist, discussing his experiences at major financial institutions and the evolution of his technical analysis approach. We explore current market dynamics, incl…

1
Archipel x CLVBS: somebody3lse 1:11:00

23d ago1:11:00

1:11:00

Ally of the label, somebody3lse has incredible versatility in their sets, which can go from 80's rare gems to Drum and bass. For this set, the direction was more of a linear journey of beats and warm grooves.By Archipel

1
Archipel x CLVBS: Vaelth 1:00:47

22d ago1:00:47

1:00:47

Hungarian, Vienna based artist Vaelth has contributed to the label's catalog with groovy, textured released before. Having him as a guest artist for this series gave us a chance to hear him in action, bringing elegance and wit to a dancefloor mood.By Archipel

1
119:Toussaint Bailey, Exited Founder of a $2B RIA + Managing Partner of Uplifting Capital, on Differentiation, Values-Aligned Investing, and What Comes After a Big Exit 56:34

1M ago56:34

56:34

A lot of people build firms. Very few sell them. Even fewer? Walk away from it all to start again. But that’s exactly what Toussaint Bailey did. After building and selling a $2B RIA, he’s back on the founder path, this time leading Uplifting Capital, a values-first platform rethinking what private market investing could look like. In this episode, …

1
Archipel x CLVBS: Hooll 1:57:25

23d ago1:57:25

1:57:25

Our friend and local artist Hooll has been around for a while, managing to keep the minimal scene alike as a promoter and dropping sets for multiple genres. He shares a set of various colors, inspired by his trips and friends.By Archipel

1
Brendan Anderson, Founder & Managing Partner of ScaleCo Capital 30:07

1M ago30:07

30:07

Today we’re joined by Brendan Anderson, Founder & Managing Partner of ScaleCo Capital. We kick things off with his jump from banking to buying his first company as we dig into what gave him the courage to make the move and how he made that first deal happen. From there, Brendan breaks down what ScaleCo looks for and how they partner with “lifestyle…

1
Archipel x CLVBS: Daoust 1:36:47

24d ago1:36:47

1:36:47

Local DJ Daoust is a label friend who has been supporting Archipel for a long while. One of the few remaining who plays deep minimal techno in Montreal, he shares an exclusive, extended set.By Archipel

1
Navigating Economic Uncertainty - Strategies for 2026 and Beyond 6:21

25d ago6:21

6:21

2025 has been a year of rapid policy changes and surprising market adaptations. In this episode, Matt reviews Q3 performance and shares our Q4 market outlook.

1
Archipel x CLVBS: Dietmar 1:06:20

1M ago1:06:20

1:06:20

Dietmar brings his unique music that is an enigmatic exploration of rhythmical textures, spaced out percussion and mind warping bleeps.By Archipel

1
Archipel x CLVBS: Marino live set 58:50

28d ago58:50

58:50

Marino's contribution to the label featured 2 ambient album, fully textured and rich in emotions. He prepared us a live set that is immersive and meditative.By Archipel

1
Archipel x CLVBS: Tyler W 1:20:30

28d ago1:20:30

1:20:30

Tyler is a Montreal based artist, friend of the label and proposed a gorgeous set filled with smooth transition. It is both meditative and uplifting, with elegance and bright colors.By Archipel

1
118: Joe Greco, Founder of Palio, From the NYSE Trading Floor and CNBC to Performance Coaching in the C-Suite on How We Can Optimize for Peak Performance 1:09:22

1M ago1:09:22

1:09:22

The finance and investment industry is a tough club. It’s known for being money-centric, number-focused, aggressive… even cutthroat. And few places capture that intense energy quite like the trading floor of the NYSE, where today’s guest, Joe Greco, cut his teeth. He started as a floor trader and media commentator, appearing on CNBC and guiding rea…

1
Archipel x CLVBS: Léo Patt 2:02:24

1M ago2:02:24

2:02:24

By Archipel

1
Archipel x CLVBS: Claire (live) 54:28

1M ago54:28

54:28

Long time label artist Claire drops a live set for our showcase. Equipped mostly with hardware gear, her set is slightly playful, totally hypnotic and shows her creative, flowing side.By Archipel

1
Archipel x CLVBS: Jos Lok 1:02:53

1M ago1:02:53

1:02:53

Jos Lok has been contributing to the label for years but also been a close ally of Pheek on numerous projects. It was clear that we were expecting a sophisticated DJ set from him as well as good vibes.By Archipel

1
Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas 48:09

1M ago48:09

48:09

Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the firm in 2006, Mariner has grown from a small startup into one of the largest registered investment advisory (RIA) firms in the …

1
Archipel x CLVBS: Luminescu 59:50

1M ago59:50

59:50

Montreal based Luminescu is a talented artist and close friend of the label. His work is always pulling out incredible grooves and textures. This DJ set is a trip on all the influences behind the artist.By Archipel

1
117: Do This Before You Post Another Chart on LinkedIn | Story Snacks Series 6:18

2M ago6:18

6:18

The chart you shared on LinkedIn isn’t flopping because people “don’t get it.” It’s flopping because you made them work too hard to understand it. That’s one of the most common content mistakes fund managers make:dropping data without enough context. The good news? It’s an easy fix, and in this episode, Stacy shows you how. She dives into: • 3 quic…

1
Archipel x CLVBS Showcase presents: CL-ljud 1:09:34

2M ago1:09:34

1:09:34

Archipel was invited to do a showcase on the virtual club app named CLVBS. For a week, we curated a selection of artists ranging from friends, label artists and collaborators.By Archipel

1
Redefining the Transition: How To Mentally Prepare For Retirement 16:18

2M ago16:18

16:18

Learn how to prepare mentally and emotionally for retirement with strategies to find purpose, create structure, and transition with confidence.

1
116: Best-Selling Ghostwriter Holly Crawshaw Joyner on Building Authority with Books + LinkedIn 1:06:28

2M ago1:06:28

1:06:28

Your story isn’t too messy, too boring, or too personal to share. It’s the very thing that sets you apart. And Holly Crawshaw Joyner has built her entire business helping leaders do exactly that. Holly’s ghostwritten 120+ books and built a standout brand on LinkedIn by being raw, honest, and far from perfect. She knows what it takes to turn life ex…

1
115: Karl Heckenberg, Founder of $1B platform Constellation Wealth Capital, on Billion Dollar Partnerships, Founder-Led Firms, and Why People Matter More Than Performance 58:36

2M ago58:36

58:36

People matter more than performance. Yes, even in a numbers-obsessed industry. Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management firms. Yes, he understands the numbers and mechanics behind investing. But what actually sets him (and hi…

1
Concentrated Stock Strategies: Manage Risk, Minimize Tax, & Diversify 6:56

2M ago6:56

6:56

Learn how to manage concentrated stock positions with strategies to reduce risk, control taxes, and protect your wealth.

1
114: John Bowman, CEO of CAIA, on Founder-Led Sales, Listening Tours, and Why Empathy Wins in Finance 1:06:50

2M ago1:06:50

1:06:50

What if the most powerful thing a CEO can do… is show up? That’s exactly what John Bowman is doing. As the new CEO of CAIA, he’s not sitting behind a desk or delegating from an ivory tower. He’s on a plane, in person, listening to the very people his organization serves. In this episode, Stacy sits down with John to talk about the underrated power …

1
113: Why Mixing Up Job Stories and Brand Stories Hurts Your Pitch | Story Snacks Series 9:30

3M ago9:30

9:30

You’ve got your pitch deck. Your talking points. Your “why us” slide. But if you’re telling the wrong story in meetings, none of that matters. In this episode, Stacy’s diving into the two MVPs of storytelling for fund managers: the job story and the brand story. Think of them like the hammer and wrench in your toolbox, you need both, but you’ve got…

1
Estate Planning Mistakes To Avoid 17:08

3M ago17:08

17:08

Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning.

1
112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 50:21

3M ago50:21

50:21

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…

1
111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution 1:01:07

3M ago1:01:07

1:01:07

Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK. She knows this business inside an…

1
Private Equity Is Changing—Should It Change Your Portfolio Too? 9:33

3M ago9:33

9:33

This week, Matt explains how private equity became more accessible, the trends driving its $14T growth, and the benefits and risks for your portfolio.

1
110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 55:39

3M ago55:39

55:39

Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and connecti…

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